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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 4,615 | $1.59M | 0.03% | +105+2.3% | Added |
| Peterson Wealth Services | 1,196 | $1.59M | 0.39% | −3,222−72.9% | Reduced |
| Radnor Capital Management, LLC | 4,604 | $1.59M | 0.24% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,603 | $1.59M | 0.14% | +78+1.7% | Added |
| Green Harvest Asset Management LLC | 4,600 | $1.59M | 0.02% | −632−12.1% | Reduced |
| Rowland & Co Investment Counsel | 4,573 | $1.58M | 0.31% | +2,210+93.5% | Added |
| Founders Financial Securities LLC | 4,560 | $1.57M | 0.11% | −3,559−43.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,559 | $1.57M | 0.18% | +20.0% | Added |
| Moss Adams Wealth Advisors LLC | 4,556 | $1.57M | 0.12% | +1,515+49.8% | Added |
| Perennial Investment Advisors, LLC | 4,550 | $1.57M | 0.13% | +1,925+73.3% | Added |
| Keel Point, LLC | 4,549 | $1.57M | 0.10% | −2,316−33.7% | Reduced |
| Anb Bank | 4,540 | $1.57M | 0.64% | +868+23.6% | Added |
| Fielder Capital Group LLC | 4,529 | $1.56M | 0.36% | −108−2.3% | Reduced |
| RiverPark Advisors, LLC | 4,525 | $1.56M | 0.68% | +405+9.8% | Added |
| Knollwood Investment Advisory, LLC | 4,523 | $1.56M | 0.14% | −32−0.7% | Reduced |
| Sentinel Trust Co Lba | 4,500 | $1.55M | 0.16% | −385−7.9% | Reduced |
| CFS Investment Advisory Services, LLC | 4,286 | $1.55M | 0.12% | +720+20.2% | Added |
| Oarsman Capital, Inc. | 4,492 | $1.55M | 0.22% | −312−6.5% | Reduced |
| Delta Financial Advisors LLC | 4,479 | $1.55M | 0.44% | +163+3.8% | Added |
| Aspen Grove Capital, LLC | 4,472 | $1.54M | 0.26% | +1,752+64.4% | Added |
| Nicholson Wealth Management Group, LLC | 4,471 | $1.54M | 0.90% | +1,400+45.6% | Added |
| Cox Capital Mgt LLC | 4,453 | $1.54M | 1.00% | +10+0.2% | Added |
| Financial Perspectives, Inc | 4,445 | $1.53M | 0.43% | +90+2.1% | Added |
| Apexium Financial, LP | 4,439 | $1.53M | 0.07% | −377−7.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,437 | $1.53M | 0.11% | −843−16.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,435 | $1.53M | 0.05% | −1,769−28.5% | Reduced |
| Zuckerman Investment Group, LLC | 4,431 | $1.53M | 0.14% | +437+10.9% | Added |
| Deltec Asset Management LLC | 4,420 | $1.53M | 0.25% | −2,000−31.2% | Reduced |
| GTS Securities LLC | 4,419 | $1.53M | 0.06% | +979+28.5% | Added |
| Armis Advisers, LLC | 4,537 | $1.52M | 0.14% | −119−2.6% | Reduced |
| Cladis Investment Advisory, LLC | 4,407 | $1.52M | 0.87% | +2,021+84.7% | Added |
| Finivi Inc. | 4,404 | $1.52M | 0.97% | −110−2.4% | Reduced |
| Zions Bancorporation, National Association | 4,401 | $1.52M | 0.08% | −13,936−76.0% | Reduced |
| Monetta Financial Services Inc | 4,400 | $1.52M | 1.06% | +4,400 | New |
| Jensen Investment Management Inc | 4,373 | $1.51M | 0.02% | −6,033−58.0% | Reduced |
| Regal Investment Advisors LLC | 4,373 | $1.51M | 0.10% | +1,281+41.4% | Added |
| Duncan Williams Asset Management, LLC | 4,367 | $1.51M | 0.42% | +121+2.8% | Added |
| Optas, LLC | 4,342 | $1.50M | 0.25% | +660+17.9% | Added |
| Bridgewater Advisors Inc. | 4,648 | $1.49M | 0.10% | +191+4.3% | Added |
| Professional Financial Advisors, LLC | 4,327 | $1.49M | 0.31% | +4,327 | New |
| SWS Partners | 4,325 | $1.49M | 0.36% | +290+7.2% | Added |
| Strategic Financial Services, Inc, | 4,314 | $1.49M | 0.07% | −1,266−22.7% | Reduced |
| Financial Engines Advisors L.L.C. | 4,314 | $1.49M | 0.00% | −222−4.9% | Reduced |
| Cooper Financial Group | 4,308 | $1.49M | 0.16% | +119+2.8% | Added |
| Frisch Financial Group, Inc. | 4,304 | $1.49M | 0.35% | +20+0.5% | Added |
| Requisite Capital Management, LLC | 4,303 | $1.49M | 0.25% | +2,155+100.3% | Added |
| Courage Capital Management LLC | 4,300 | $1.49M | 1.96% | +1,000+30.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $1.48M | 0.39% | 00.0% | Unchanged |
| Bamco Inc | 4,300 | $1.48M | 0.00% | +4,300 | New |
| Richwood Investment Advisors, LLC | 4,290 | $1.48M | 1.16% | −75−1.7% | Reduced |
| Sterling Investment Management, Inc. | 4,285 | $1.48M | 0.89% | +92+2.2% | Added |
| Rockland Trust Co | 4,283 | $1.48M | 0.06% | −79,095−94.9% | Reduced |
| MBM Wealth Consultants, LLC | 4,276 | $1.48M | 0.37% | +1,227+40.2% | Added |
| One Capital Management, LLC | 4,268 | $1.47M | 0.05% | +648+17.9% | Added |
| Foster & Motley Inc | 4,255 | $1.47M | 0.08% | −619−12.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,243 | $1.47M | 0.58% | +1,045+32.7% | Added |
| Courier Capital LLC | 4,236 | $1.46M | 0.08% | −36−0.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,232 | $1.46M | 0.19% | +1,746+70.2% | Added |
| Epiq Partners, LLC | 4,225 | $1.46M | 0.69% | +675+19.0% | Added |
| Humankind Investments LLC | 4,215 | $1.46M | 0.33% | −184−4.2% | Reduced |
| David Loasby | 3,997 | $1.45M | 0.11% | −91−2.2% | Reduced |
| CastleKnight Management LP | 4,200 | $1.45M | 0.08% | −8,200−66.1% | Reduced |
| First Horizon Corp | 4,196 | $1.45M | 0.07% | +4,196 | New |
| Union Heritage Capital, LLC | 4,178 | $1.44M | 0.47% | −5,300−55.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,141 | $1.44M | 0.22% | +321+8.4% | Added |
| Patten Group, Inc. | 4,163 | $1.44M | 0.28% | −450−9.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,147 | $1.43M | 1.23% | −40−1.0% | Reduced |
| White Pine Capital LLC | 4,135 | $1.43M | 0.41% | +3,049+280.8% | Added |
| Chiron Capital Management, LLC | 4,132 | $1.43M | 1.22% | −8−0.2% | Reduced |
| MONECO Advisors, LLC | 4,130 | $1.43M | 0.12% | +110+2.7% | Added |
| Strategic Blueprint, LLC | 4,109 | $1.42M | 0.06% | −572−12.2% | Reduced |
| Lewis Asset Management, LLC | 4,105 | $1.42M | 0.58% | +2,045+99.3% | Added |
| Chancellor Financial Group WB LP | 4,097 | $1.41M | 1.01% | −398−8.9% | Reduced |
| Smithfield Trust Co | 4,095 | $1.41M | 0.06% | −861−17.4% | Reduced |
| First Commonwealth Financial Corp | 4,060 | $1.40M | 0.23% | +4,060 | New |
| Van Cleef Asset Management,Inc | 4,055 | $1.40M | 0.14% | −159−3.8% | Reduced |
| BlueStem Wealth Partners, LLC | 4,051 | $1.40M | 0.16% | +289+7.7% | Added |
| Arrow Financial Corp | 4,036 | $1.39M | 0.14% | −1,012−20.0% | Reduced |
| First Nebraska Trust Co | 4,034 | $1.39M | 0.13% | +20+0.5% | Added |
| Relyea Zuckerberg Hanson LLC | 4,034 | $1.39M | 0.15% | +480+13.5% | Added |
| Lawson Kroeker Investment Management Inc | 4,031 | $1.39M | 0.25% | −50−1.2% | Reduced |
| Palumbo Wealth Management LLC | 4,303 | $1.39M | 0.44% | +4,303 | New |
| Forefront Wealth Management Inc. | 4,008 | $1.38M | 1.01% | −733−15.5% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $1.38M | 0.46% | 00.0% | Unchanged |
| Ariose Capital Management Ltd | 4,000 | $1.38M | 0.46% | +4,000 | New |
| Chilton Capital Management LLC | 3,992 | $1.38M | 0.05% | −1,019−20.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,989 | $1.38M | 0.13% | −345−8.0% | Reduced |
| Cardinal Point Capital Management, ULC | 3,966 | $1.37M | 0.10% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,965 | $1.37M | 0.29% | −313−7.3% | Reduced |
| Bank Hapoalim BM | 3,963 | $1.37M | 0.17% | +75+1.9% | Added |
| LMCG Investments, LLC | 3,956 | $1.37M | 0.08% | −311−7.3% | Reduced |
| One River Asset Management, LLC | 3,953 | $1.36M | 4.36% | +3,953 | New |
| Norden Group LLC | 3,921 | $1.35M | 0.14% | +1,350+52.5% | Added |
| China Universal Asset Management Co., Ltd. | 3,914 | $1.35M | 0.11% | −1,708−30.4% | Reduced |
| Everhart Financial Group, Inc. | 3,904 | $1.35M | 0.14% | +1,685+75.9% | Added |
| ICW Investment Advisors LLC | 3,903 | $1.35M | 0.49% | +597+18.1% | Added |
| Chesapeake Wealth Management | 3,902 | $1.35M | 0.41% | −167−4.1% | Reduced |
| Kanawha Capital Management LLC | 3,894 | $1.34M | 0.09% | +1,461+60.0% | Added |
| Mather Group, LLC. | 3,892 | $1.34M | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,880 | $1.34M | 0.24% | +288+8.0% | Added |