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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 3,285 | $1.13M | 0.13% | −152−4.4% | Reduced |
| Paladin Wealth, LLC | 3,281 | $1.13M | 0.82% | +64+2.0% | Added |
| Apella Capital, LLC | 3,167 | $1.13M | 0.03% | +1,434+82.7% | Added |
| WBI Investments | 3,264 | $1.13M | 0.29% | +555+20.5% | Added |
| Institute for Wealth Management, LLC. | 3,264 | $1.13M | 0.12% | +284+9.5% | Added |
| Invesco, LLC | 3,262 | $1.13M | 0.38% | +213+7.0% | Added |
| FourThought Financial Partners, LLC | 3,255 | $1.12M | 0.10% | +556+20.6% | Added |
| Baldwin Investment Management, LLC | 3,249 | $1.12M | 0.13% | −540−14.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,249 | $1.12M | 0.07% | −85−2.5% | Reduced |
| Evernest Financial Advisors, LLC | 3,240 | $1.12M | 0.31% | −234−6.7% | Reduced |
| Cache Advisors, LLC | 3,235 | $1.12M | 0.19% | +1,700+110.7% | Added |
| Welch & Forbes LLC | 3,228 | $1.11M | 0.01% | −134−4.0% | Reduced |
| Advisors Preferred, LLC | 3,200 | $1.11M | 0.16% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 3,200 | $1.10M | 1.49% | +3,200 | New |
| Scientech Research LLC | 3,187 | $1.10M | 0.38% | +3,187 | New |
| Twelve Points Wealth Management LLC | 3,176 | $1.10M | 0.27% | +213+7.2% | Added |
| Culbertson A N & Co Inc | 3,175 | $1.10M | 0.16% | −3,323−51.1% | Reduced |
| Wealth Alliance | 3,169 | $1.09M | 0.11% | −889−21.9% | Reduced |
| Pennington Partners & Co., LLC | 3,159 | $1.09M | 0.52% | +3,159 | New |
| Wrapmanager Inc | 3,145 | $1.09M | 0.33% | −707−18.4% | Reduced |
| Boyd Watterson Asset Management LLC | 3,145 | $1.09M | 0.32% | +2,931+1,369.6% | Added |
| Stokes Family Office, LLC | 3,133 | $1.08M | 0.10% | −507−13.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,127 | $1.08M | 0.08% | −224−6.7% | Reduced |
| Trust Investment Advisors | 3,118 | $1.08M | 0.61% | −102−3.2% | Reduced |
| Abel Hall, LLC | 3,098 | $1.07M | 0.43% | +145+4.9% | Added |
| Tower Bridge Advisors | 3,096 | $1.07M | 0.11% | −20,352−86.8% | Reduced |
| Ingalls & Snyder LLC | 3,095 | $1.07M | 0.04% | +38+1.2% | Added |
| Laraway Financial Inc | 3,096 | $1.07M | 0.73% | +163+5.6% | Added |
| Allred Capital Management, LLC | 3,090 | $1.07M | 0.37% | +225+7.9% | Added |
| Buckley Wealth Management, LLC | 3,081 | $1.06M | 0.29% | −267−8.0% | Reduced |
| Aspiriant, LLC | 3,076 | $1.06M | 0.03% | −285−8.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,064 | $1.06M | 0.04% | +3,026+7,963.2% | Added |
| Comprehensive Financial Management LLC | 3,074 | $1.06M | 0.03% | 00.0% | Unchanged |
| Guerra Advisors Inc | 3,066 | $1.06M | 0.39% | +3,066 | New |
| Up Strategic Wealth Investment Advisors LLC | 2,918 | $1.05M | 0.79% | +714+32.4% | Added |
| Archford Capital Strategies, LLC | 3,039 | $1.05M | 0.12% | −1,068−26.0% | Reduced |
| Baader Bank INC | 3,889 | $1.05M | 0.09% | +2,204+130.8% | Added |
| Tolleson Wealth Management, Inc. | 3,029 | $1.05M | 0.16% | +87+3.0% | Added |
| Activest Wealth Management | 3,026 | $1.04M | 0.21% | +1,782+143.2% | Added |
| Continuum Advisory, LLC | 3,020 | $1.04M | 0.11% | −1,093−26.6% | Reduced |
| Financial Advisory Service, Inc. | 3,017 | $1.04M | 0.07% | +102+3.5% | Added |
| BAM Wealth Management, LLC | 3,014 | $1.04M | 0.81% | +3,014 | New |
| X-Square Capital, LLC | 3,000 | $1.04M | 0.32% | +3,000 | New |
| Stableford Capital II LLC | 2,993 | $1.03M | 0.37% | +17+0.6% | Added |
| Saxon Interests, Inc. | 3,330 | $1.03M | 0.40% | −236−6.6% | Reduced |
| E&G Advisors, LP | 2,983 | $1.03M | 0.24% | +50+1.7% | Added |
| Key Financial Inc | 2,957 | $1.03M | 0.19% | −751−20.3% | Reduced |
| Cypress Advisory Group LLC | 2,974 | $1.03M | 0.76% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,948 | $1.02M | 0.12% | −149−4.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,941 | $1.02M | 0.06% | −8−0.3% | Reduced |
| Dean Investment Associates, LLC | 2,937 | $1.01M | 0.14% | −48−1.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,937 | $1.01M | 0.44% | −74−2.5% | Reduced |
| Atlantic Trust, LLC | 2,927 | $1.01M | 0.17% | −7,652−72.3% | Reduced |
| Weaver Capital Management LLC | 2,927 | $1.01M | 0.22% | −1,448−33.1% | Reduced |
| Gamco Investors, Inc. Et Al | 2,923 | $1.01M | 0.01% | +117+4.2% | Added |
| West Paces Advisors Inc. | 2,921 | $1.01M | 0.20% | +852+41.2% | Added |
| Counterweight Ventures, LLC | 2,921 | $1.01M | 0.59% | −2,889−49.7% | Reduced |
| Victory Financial Group, LLC | 2,914 | $1.01M | 0.14% | −1,498−34.0% | Reduced |
| Riverpark Capital Management LLC | 2,913 | $1.01M | 1.82% | −47−1.6% | Reduced |
| Gitterman Wealth Management, LLC | 2,909 | $1.00M | 0.23% | +323+12.5% | Added |
| XTX Topco Ltd | 2,909 | $1.00M | 0.05% | −6,686−69.7% | Reduced |
| Pettee Investors, Inc. | 2,908 | $1.00M | 0.55% | −286−9.0% | Reduced |
| KLCM Advisors, Inc. | 2,907 | $1.00M | 0.10% | −270−8.5% | Reduced |
| Sym Financial Corp | 2,897 | $1.00M | 0.11% | −418−12.6% | Reduced |
| DF Dent & Co Inc | 2,896 | $1.00M | 0.01% | −1,398−32.6% | Reduced |
| EPG Wealth Management LLC | 2,884 | $995.8K | 0.27% | +494+20.7% | Added |
| Prentice Wealth Management LLC | 2,880 | $994.3K | 0.25% | +250+9.5% | Added |
| Columbia Asset Management | 2,875 | $992.7K | 0.19% | +2,875 | New |
| Trueblood Wealth Management, LLC | 2,869 | $990.8K | 0.39% | −62−2.1% | Reduced |
| Mason & Associates Inc | 2,869 | $990.7K | 0.20% | +85+3.1% | Added |
| Westbourne Investment Advisors, Inc. | 2,868 | $990.3K | 0.28% | −535−15.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,861 | $987.9K | 0.06% | −2,755−49.1% | Reduced |
| Lebenthal Global Advisors, LLC | 2,857 | $986.6K | 0.17% | +2,857 | New |
| Clarius Group, LLC | 2,857 | $986.4K | 0.06% | −2,918−50.5% | Reduced |
| Monte Financial Group, LLC | 2,848 | $983.4K | 0.36% | −1,722−37.7% | Reduced |
| Advyzon Investment Management, LLC | 2,847 | $983.0K | 0.17% | −829−22.6% | Reduced |
| Precedent Wealth Partners, LLC | 2,846 | $982.6K | 0.22% | −299−9.5% | Reduced |
| Independent Investors Inc | 2,845 | $982.4K | 0.19% | −100−3.4% | Reduced |
| Camelot Portfolios, LLC | 2,843 | $981.8K | 0.58% | +431+17.9% | Added |
| Abundance Wealth Counselors | 2,840 | $980.7K | 0.17% | +268+10.4% | Added |
| TLWM | 2,836 | $979.3K | 0.18% | +159+5.9% | Added |
| Vectors Research Management, LLC | 2,831 | $977.5K | 0.31% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 2,826 | $975.9K | 0.17% | −263−8.5% | Reduced |
| Burford Brothers, Inc. | 2,823 | $974.7K | 0.42% | −216−7.1% | Reduced |
| Grandview Asset Management LLC | 2,822 | $974.2K | 0.27% | +1,784+171.9% | Added |
| SNS Financial Group, LLC | 2,816 | $972.4K | 0.08% | −57−2.0% | Reduced |
| Meritage Portfolio Management | 2,811 | $970.6K | 0.06% | −115−3.9% | Reduced |
| Centurion Wealth Management LLC | 2,808 | $969.6K | 0.22% | +940+50.3% | Added |
| Cravens & Co Advisors, LLC | 2,807 | $969.3K | 0.66% | +2,807 | New |
| Sageworth Trust Co | 2,806 | $968.9K | 0.05% | +2,806 | New |
| Patron Partners Advisors, LLC | 2,794 | $964.8K | 0.44% | +211+8.2% | Added |
| Gladius Capital Management LP | 2,793 | $964.4K | 1.90% | +2,216+384.1% | Added |
| Hartford Funds Management Co LLC | 2,784 | $962.0K | 0.08% | −11−0.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,786 | $962.0K | 0.24% | +79+2.9% | Added |
| Cobblestone Capital Advisors LLC | 2,785 | $961.7K | 0.05% | −395−12.4% | Reduced |
| Syverson Strege & Co | 2,783 | $960.8K | 0.23% | −122−4.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,780 | $959.9K | 0.17% | +270+10.8% | Added |
| Bank of Hawaii | 2,772 | $957.2K | 0.05% | +26+0.9% | Added |
| LJI Wealth Management, LLC | 2,766 | $955.3K | 0.17% | +691+33.3% | Added |
| West Michigan Advisors, LLC | 2,765 | $954.9K | 0.23% | +578+26.4% | Added |