UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q3 2025
Institutional positions in UnitedHealth Group Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,168
- +38 vs. Q2 2025
- Shares held
- 734.4M
- −26.5M (−3.5%) vs. Q2 2025
- Total value
- $253.5B
- +$16.6B (+7.0%) vs. Q2 2025
- New holders
- 333
- 1,279 more added
- Sold out
- 295
- 1,322 more reduced
55 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 5,583 | $1.93M | 0.21% | +1,325+31.1% | Added |
| Kestra Investment Management, LLC | 5,582 | $1.93M | 0.05% | −14,893−72.7% | Reduced |
| Tranquility Partners, LLC | 5,562 | $1.92M | 0.65% | −3,053−35.4% | Reduced |
| Davis R M Inc | 5,556 | $1.92M | 0.03% | −9,343−62.7% | Reduced |
| High Note Wealth, LLC | 5,543 | $1.91M | 0.38% | +128+2.4% | Added |
| Matrix Trust Co | 5,544 | $1.91M | 0.30% | −393−6.6% | Reduced |
| Lazari Capital Management, Inc. | 5,528 | $1.91M | 0.64% | +2,064+59.6% | Added |
| Triangle Securities Wealth Management | 5,504 | $1.90M | 0.43% | −218−3.8% | Reduced |
| Manchester Capital Management LLC | 5,500 | $1.90M | 0.26% | +464+9.2% | Added |
| First National Bank of Omaha | 5,494 | $1.90M | 0.12% | −9,406−63.1% | Reduced |
| Avestar Capital, LLC | 5,491 | $1.90M | 0.14% | +1,285+30.6% | Added |
| Mount Yale Investment Advisors, LLC | 5,480 | $1.89M | 0.13% | −13,666−71.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,435 | $1.88M | 0.19% | +2,204+68.2% | Added |
| Trust Co of Toledo NA | 5,426 | $1.87M | 0.19% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 5,424 | $1.87M | 0.57% | −95−1.7% | Reduced |
| Roberts Glore & Co Inc | 5,424 | $1.87M | 0.51% | +605+12.6% | Added |
| Northside Capital Management, LLC | 5,419 | $1.87M | 0.17% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5,418 | $1.87M | 0.44% | +3,449+175.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 5,416 | $1.87M | 0.25% | −106−1.9% | Reduced |
| Naviter Wealth, LLC | 5,406 | $1.87M | 0.22% | −2,800−34.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,399 | $1.86M | 0.33% | +1,270+30.8% | Added |
| Formidable Asset Management, LLC | 5,967 | $1.86M | 0.29% | +810+15.7% | Added |
| Applied Capital LLC | 5,377 | $1.86M | 1.33% | +449+9.1% | Added |
| Cito Capital Group, LLC | 5,348 | $1.85M | 0.54% | +117+2.2% | Added |
| Moors & Cabot, Inc. | 5,336 | $1.84M | 0.08% | −1,293−19.5% | Reduced |
| PDS Planning, Inc | 5,330 | $1.84M | 0.13% | +45+0.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,282 | $1.82M | 0.18% | +20+0.4% | Added |
| Wealth Effects LLC | 5,277 | $1.82M | 0.59% | +589+12.6% | Added |
| Morningstar Investment Management LLC | 5,261 | $1.82M | 0.07% | +5,261 | New |
| Piscataqua Savings Bank | 5,258 | $1.82M | 1.42% | −86−1.6% | Reduced |
| Lindenwold Advisors | 5,250 | $1.81M | 0.86% | −3,441−39.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,246 | $1.81M | 0.21% | +148+2.9% | Added |
| AlphaCore Capital LLC | 5,246 | $1.81M | 0.06% | +280+5.6% | Added |
| IMA Wealth, Inc. | 5,245 | $1.81M | 0.18% | +221+4.4% | Added |
| DB Fitzpatrick & Co, Inc | 5,239 | $1.81M | 1.64% | +2,860+120.2% | Added |
| Wealth Alliance Advisory Group, LLC | 5,236 | $1.81M | 0.33% | +266+5.4% | Added |
| Mayflower Financial Advisors, LLC | 5,235 | $1.81M | 0.23% | −24−0.5% | Reduced |
| RF&L Wealth Management, LLC | 5,225 | $1.80M | 1.06% | −75−1.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,225 | $1.80M | 0.63% | −6,745−56.3% | Reduced |
| National Wealth Management Group, LLC | 5,218 | $1.80M | 0.68% | +2,954+130.5% | Added |
| Cetera Trust Company, N.A | 5,215 | $1.80M | 1.01% | −110−2.1% | Reduced |
| GLOBALT Investments LLC | 5,215 | $1.80M | 0.07% | +13+0.2% | Added |
| Valmark Advisers, Inc. | 5,214 | $1.80M | 0.02% | −1,602−23.5% | Reduced |
| Paragon Capital Management LLC | 5,205 | $1.80M | 0.87% | +10+0.2% | Added |
| Catalyst Financial Partners LLC | 5,181 | $1.79M | 0.22% | +1,087+26.6% | Added |
| Prescott Group Capital Management, L.L.C. | 5,175 | $1.79M | 0.19% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,169 | $1.78M | 0.32% | +32+0.6% | Added |
| Mendel Money Management | 5,169 | $1.78M | 0.75% | +64+1.3% | Added |
| Howe & Rusling Inc | 5,163 | $1.78M | 0.12% | −20,079−79.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,147 | $1.78M | 0.67% | +5,147 | New |
| Platform Technology Partners | 5,137 | $1.77M | 0.43% | +482+10.4% | Added |
| Avaii Wealth Management, LLC | 5,137 | $1.77M | 0.67% | +1,671+48.2% | Added |
| Gen-Wealth Partners Inc | 5,135 | $1.77M | 0.60% | +1,567+43.9% | Added |
| Crestwood Advisors Group LLC | 5,127 | $1.77M | 0.03% | +708+16.0% | Added |
| Paralel Advisors LLC | 5,105 | $1.76M | 0.07% | +3+0.1% | Added |
| Scott & Selber, Inc. | 5,103 | $1.76M | 0.45% | −20−0.4% | Reduced |
| Virtue Capital Management, LLC | 5,156 | $1.76M | 0.39% | +3,510+213.2% | Added |
| Concord Wealth Partners | 5,095 | $1.76M | 0.24% | −42−0.8% | Reduced |
| Fagan Associates, Inc. | 5,094 | $1.76M | 0.24% | −922−15.3% | Reduced |
| Clear Creek Financial Management, LLC | 5,067 | $1.75M | 0.15% | +2,807+124.2% | Added |
| Stablepoint Partners, LLC | 5,066 | $1.75M | 0.28% | +1,578+45.2% | Added |
| Harbour Investment Management LLC | 5,036 | $1.74M | 0.76% | −240−4.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,034 | $1.74M | 0.12% | +1,479+41.6% | Added |
| Murphy Pohlad Asset Management LLC | 5,025 | $1.74M | 0.68% | +600+13.6% | Added |
| Waycross Partners, LLC | 5,000 | $1.73M | 0.15% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,972 | $1.72M | 0.19% | −69−1.4% | Reduced |
| Harvey Investment Co LLC | 4,968 | $1.72M | 0.18% | −258−4.9% | Reduced |
| CWA Asset Management Group, LLC | 4,951 | $1.71M | 0.06% | −1,775−26.4% | Reduced |
| Modern Wealth Management, LLC | 4,929 | $1.70M | 0.03% | −2,613−34.6% | Reduced |
| Court Place Advisors, LLC | 4,904 | $1.69M | 0.51% | +27+0.6% | Added |
| SilverOak Wealth Management LLC | 4,902 | $1.69M | 0.29% | +135+2.8% | Added |
| Schear Investment Advisers, LLC | 4,899 | $1.69M | 0.75% | +231+4.9% | Added |
| Capital Planning Advisors, LLC | 4,898 | $1.69M | 0.23% | +126+2.6% | Added |
| Archer Investment Corp | 4,886 | $1.69M | 0.38% | +1,937+65.7% | Added |
| Vista Investment Management | 4,885 | $1.69M | 0.59% | −339−6.5% | Reduced |
| Eos Management, L.P. | 4,843 | $1.67M | 0.66% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,836 | $1.67M | 0.17% | +134+2.8% | Added |
| SCS Capital Management LLC | 4,817 | $1.66M | 0.02% | −2,753−36.4% | Reduced |
| Westside Investment Management, Inc. | 4,808 | $1.66M | 0.27% | +792+19.7% | Added |
| Cahill Financial Advisors Inc | 4,805 | $1.66M | 0.19% | +181+3.9% | Added |
| Wellington Shields Capital Management, LLC | 4,800 | $1.66M | 0.25% | −2,634−35.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,800 | $1.66M | 0.80% | +1,000+26.3% | Added |
| Richard W. Paul & Associates, LLC | 4,790 | $1.65M | 0.56% | +787+19.7% | Added |
| Accurate Wealth Management, LLC | 4,586 | $1.65M | 0.22% | +1,325+40.6% | Added |
| Guardian Wealth Advisors, LLC | 4,779 | $1.65M | 0.11% | −568−10.6% | Reduced |
| OneAscent Financial Services LLC | 4,774 | $1.65M | 0.11% | +322+7.2% | Added |
| Savvy Advisors, Inc. | 4,766 | $1.65M | 0.08% | −2,446−33.9% | Reduced |
| Shum Financial Group, Inc. | 4,748 | $1.64M | 1.22% | +4,748 | New |
| LM Advisors LLC | 4,739 | $1.64M | 0.24% | +1,484+45.6% | Added |
| Daymark Wealth Partners, LLC | 4,707 | $1.63M | 0.06% | −252−5.1% | Reduced |
| Orrstown Financial Services Inc | 4,700 | $1.62M | 0.28% | +354+8.1% | Added |
| Private Wealth Asset Management, LLC | 4,687 | $1.62M | 0.19% | −1,758−27.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,678 | $1.62M | 0.29% | +4,678 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,683 | $1.61M | 0.01% | +946+25.3% | Added |
| Prospect Financial Services LLC | 4,660 | $1.61M | 0.93% | +3,907+518.9% | Added |
| Hilltop National Bank | 4,651 | $1.61M | 0.40% | +100+2.2% | Added |
| Tealwood Asset Management Inc | 4,639 | $1.60M | 0.65% | −285−5.8% | Reduced |
| Alta Advisers Ltd | 4,637 | $1.60M | 0.49% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,635 | $1.60M | 0.06% | −3,048−39.7% | Reduced |
| Bowman & Co S.C. | 4,607 | $1.60M | 0.67% | −526−10.2% | Reduced |