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 |
|---|---|---|---|---|---|
| Icapital Wealth LLC | 3,872 | $1.34M | 0.73% | −4,709−54.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,860 | $1.33M | 0.86% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 3,857 | $1.33M | 0.72% | +3,857 | New |
| Rydar Equities, Inc. | 3,819 | $1.33M | 1.07% | +1,482+63.4% | Added |
| Opal Wealth Advisors, LLC | 3,852 | $1.33M | 0.37% | −2,828−42.3% | Reduced |
| IFG Advisory, LLC | 3,842 | $1.33M | 0.06% | −1,604−29.5% | Reduced |
| Doliver Advisors, LP | 3,842 | $1.33M | 0.34% | −691−15.2% | Reduced |
| Central Valley Advisors, LLC | 3,839 | $1.33M | 0.41% | −27−0.7% | Reduced |
| Financial Advisors Network, Inc. | 3,833 | $1.32M | 0.19% | +399+11.6% | Added |
| Sivia Capital Partners, LLC | 3,832 | $1.32M | 0.37% | +2,035+113.2% | Added |
| Signature Estate & Investment Advisors LLC | 3,831 | $1.32M | 0.03% | +162+4.4% | Added |
| United Advisor Group, LLC | 3,830 | $1.32M | 0.18% | +2,000+109.3% | Added |
| Camden Capital, LLC | 3,828 | $1.32M | 0.09% | +1,076+39.1% | Added |
| Capital & Planning, LLC | 3,827 | $1.32M | 0.82% | −196−4.9% | Reduced |
| Royal Fund Management, LLC | 3,824 | $1.32M | 0.16% | +3,824 | New |
| Oak Asset Management, LLC | 3,824 | $1.32M | 0.45% | −560−12.8% | Reduced |
| McDonald Partners LLC | 3,813 | $1.32M | 0.39% | +115+3.1% | Added |
| Elk River Wealth Management, LLC | 3,804 | $1.31M | 0.21% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 3,742 | $1.31M | 1.05% | +650+21.0% | Added |
| Blackhawk Capital Partners LLC. | 3,792 | $1.31M | 0.51% | +2,429+178.2% | Added |
| Townsend & Associates, Inc | 3,658 | $1.30M | 0.12% | −21−0.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,777 | $1.30M | 0.32% | +694+22.5% | Added |
| Canopy Partners, LLC | 3,754 | $1.30M | 0.43% | +285+8.2% | Added |
| Cornerstone Wealth Group, LLC | 3,742 | $1.29M | 0.09% | +1,401+59.8% | Added |
| Okabena Investment Services Inc | 3,727 | $1.29M | 0.25% | −798−17.6% | Reduced |
| James J. Burns & Company, LLC | 3,725 | $1.29M | 0.19% | +265+7.7% | Added |
| Modus Advisors, LLC | 3,724 | $1.29M | 0.35% | +463+14.2% | Added |
| SkyView Investment Advisors, LLC | 3,720 | $1.28M | 0.16% | +25+0.7% | Added |
| Souders Financial Advisors | 3,720 | $1.28M | 0.15% | +256+7.4% | Added |
| Ellenbecker Investment Group | 3,717 | $1.28M | 0.19% | −7−0.2% | Reduced |
| TRUE Private Wealth Advisors | 3,705 | $1.28M | 0.13% | +2,153+138.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,695 | $1.28M | 1.05% | −15−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,691 | $1.27M | 0.16% | −1,621−30.5% | Reduced |
| 1776 Wealth LLC | 3,688 | $1.27M | 0.49% | +1,248+51.1% | Added |
| Brady Family Wealth, LLC | 3,686 | $1.27M | 0.39% | −1,674−31.2% | Reduced |
| Lincoln Capital Corp | 3,685 | $1.27M | 0.46% | −10.0% | Reduced |
| Argentarii, LLC | 3,684 | $1.27M | 0.54% | +53+1.5% | Added |
| Castle Wealth Management LLC | 3,684 | $1.27M | 0.43% | −321−8.0% | Reduced |
| Tred Avon Family Wealth, LLC | 3,684 | $1.27M | 0.44% | +3,684 | New |
| Y.D. More Investments Ltd | 3,672 | $1.27M | 0.07% | +3,327+964.3% | Added |
| Gables Capital Management Inc. | 3,670 | $1.27M | 0.54% | −395−9.7% | Reduced |
| Revisor Wealth Management LLC | 3,439 | $1.26M | 0.44% | +2,176+172.3% | Added |
| Prudent Man Advisors, LLC | 3,641 | $1.26M | 0.46% | −18−0.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,630 | $1.25M | 0.15% | −348−8.7% | Reduced |
| West Family Investments, Inc. | 3,628 | $1.25M | 0.28% | −641−15.0% | Reduced |
| VisionPoint Advisory Group, LLC | 3,608 | $1.25M | 0.25% | +2,419+203.4% | Added |
| Bell Bank | 3,603 | $1.24M | 0.05% | −151−4.0% | Reduced |
| Triad Wealth Partners, LLC | 3,596 | $1.24M | 0.16% | +1,005+38.8% | Added |
| Two Sigma Securities, LLC | 3,592 | $1.24M | 0.18% | +3,592 | New |
| Financial Advisory Corp | 3,591 | $1.24M | 0.34% | +1,932+116.5% | Added |
| Heartland Bank & Trust Co | 3,591 | $1.24M | 0.51% | −76−2.1% | Reduced |
| Silicon Valley Capital Partners | 3,591 | $1.24M | 0.12% | −452−11.2% | Reduced |
| Revolve Wealth Partners, LLC | 3,584 | $1.24M | 0.15% | +153+4.5% | Added |
| Zullo Investment Group, Inc. | 3,565 | $1.23M | 0.46% | −419−10.5% | Reduced |
| Resonant Capital Advisors, LLC | 3,565 | $1.23M | 0.07% | +937+35.7% | Added |
| MainStreet Investment Advisors LLC | 3,545 | $1.22M | 0.16% | −6,004−62.9% | Reduced |
| Semus Wealth Partners LLC | 3,544 | $1.22M | 0.69% | +528+17.5% | Added |
| Legacy Financial Advisors, Inc. | 3,537 | $1.22M | 0.17% | +264+8.1% | Added |
| St. Johns Investment Management Company, LLC | 3,536 | $1.22M | 0.52% | −56−1.6% | Reduced |
| US Asset Management LLC | 3,516 | $1.21M | 1.00% | −8−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,509 | $1.21M | 0.16% | −415−10.6% | Reduced |
| LSV Asset Management | 3,500 | $1.21M | 0.00% | −60−1.7% | Reduced |
| Herold Advisors, Inc. | 3,501 | $1.21M | 0.28% | +446+14.6% | Added |
| Clarendon Private LLC | 3,501 | $1.21M | 1.10% | +1,099+45.8% | Added |
| Lighthouse Investment Partners, LLC | 3,500 | $1.21M | 0.04% | +3,500 | New |
| Quent Capital, LLC | 3,496 | $1.21M | 0.10% | −149−4.1% | Reduced |
| Johnson & White Wealth Management, LLC | 3,494 | $1.21M | 0.55% | +1,376+65.0% | Added |
| Ellis Investment Partners, LLC | 3,487 | $1.20M | 0.22% | −68−1.9% | Reduced |
| Generation Capital Management LLC | 3,481 | $1.20M | 0.87% | +1,010+40.9% | Added |
| Easterly Investment Partners LLC | 3,479 | $1.20M | 0.08% | −3,358−49.1% | Reduced |
| Ellevest, Inc. | 3,478 | $1.20M | 0.17% | +182+5.5% | Added |
| Texas Yale Capital Corp. | 3,472 | $1.20M | 0.04% | −3,115−47.3% | Reduced |
| Fiduciary Group LLC | 3,460 | $1.19M | 0.10% | −154−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 3,437 | $1.19M | 0.14% | +226+7.0% | Added |
| Transamerica Financial Advisors, Inc. | 3,436 | $1.19M | 0.10% | −103−2.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,422 | $1.18M | 0.02% | +577+20.3% | Added |
| Enclave Advisors LLC | 3,419 | $1.18M | 0.18% | +120+3.6% | Added |
| Pictet North America Advisors SA | 3,419 | $1.18M | 0.11% | −2,711−44.2% | Reduced |
| Goepper Burkhardt LLC | 3,412 | $1.18M | 0.40% | −255−7.0% | Reduced |
| ZWJ Investment Counsel Inc | 3,410 | $1.18M | 0.04% | +140+4.3% | Added |
| NBC Securities, Inc. | 3,398 | $1.17M | 0.09% | −2,875−45.8% | Reduced |
| Calton & Associates, Inc. | 3,395 | $1.17M | 0.18% | +862+34.0% | Added |
| Beaumont Financial Advisors, LLC | 3,391 | $1.17M | 0.08% | −467−12.1% | Reduced |
| Lee Financial Co | 3,390 | $1.17M | 0.15% | +3,390 | New |
| Main Street Financial Solutions, LLC | 3,387 | $1.17M | 0.08% | +841+33.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,385 | $1.17M | 0.40% | −637−15.8% | Reduced |
| Defined Wealth Management, LLC | 3,376 | $1.17M | 0.68% | +7+0.2% | Added |
| Avidian Wealth Solutions, LLC | 3,375 | $1.17M | 0.04% | +1,639+94.4% | Added |
| Congress Park Capital LLC | 3,375 | $1.17M | 0.36% | +275+8.9% | Added |
| MSH Capital Advisors LLC | 3,363 | $1.16M | 0.31% | +131+4.1% | Added |
| Parsons Capital Management Inc | 3,348 | $1.16M | 0.07% | −497−12.9% | Reduced |
| New Insight Wealth Advisors | 3,339 | $1.15M | 0.43% | +2,525+310.2% | Added |
| Colonial River Wealth Management, LLC | 3,337 | $1.15M | 0.43% | +60+1.8% | Added |
| Ascent Wealth Partners, LLC | 3,317 | $1.15M | 0.13% | −10.0% | Reduced |
| Brookwood Investment Group LLC | 3,316 | $1.15M | 0.15% | +823+33.0% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.14M | 3.37% | 00.0% | Unchanged |
| Versor Investments LP | 3,300 | $1.14M | 0.21% | +2,099+174.8% | Added |
| Diversified Enterprises, LLC | 3,296 | $1.14M | 0.08% | −650−16.5% | Reduced |
| Nilsine Partners, LLC | 3,293 | $1.14M | 0.10% | +398+13.7% | Added |
| Emprise Bank | 3,288 | $1.14M | 0.49% | −134−3.9% | Reduced |