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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 2,755 | $954.1K | 0.22% | +2,755 | New |
| Austin Private Wealth, LLC | 2,759 | $952.6K | 0.07% | +258+10.3% | Added |
| Chatham Capital Group, Inc. | 2,742 | $946.8K | 0.14% | −8,530−75.7% | Reduced |
| AXS Investments LLC | 2,741 | $946.5K | 0.30% | +910+49.7% | Added |
| Financial Sense Advisors, Inc. | 2,728 | $942.0K | 0.17% | +2,728 | New |
| PFW Advisors LLC | 2,722 | $939.9K | 0.28% | +408+17.6% | Added |
| Tang Capital Management LLC | 2,721 | $939.5K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,706 | $934.4K | 0.06% | −3,721−57.9% | Reduced |
| Caption Management, LLC | 2,700 | $932.3K | 0.05% | +2,700 | New |
| Eads & Heald Wealth Management | 2,690 | $929.0K | 0.44% | −956−26.2% | Reduced |
| Brand Asset Management Group, Inc. | 2,683 | $926.3K | 0.26% | −4−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,679 | $925.1K | 0.13% | −223−7.7% | Reduced |
| EdgeRock Capital LLC | 2,677 | $924.5K | 0.26% | +203+8.2% | Added |
| KW Wealth Management LLC | 2,677 | $924.5K | 1.58% | +2,677 | New |
| BancorpSouth Bank | 2,676 | $924.4K | 0.06% | +29+1.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,675 | $923.7K | 0.28% | +1,629+155.7% | Added |
| Bradyco, Inc. | 2,673 | $923.0K | 1.05% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,670 | $922.0K | 0.06% | +1,587+146.5% | Added |
| Sapient Capital LLC | 2,668 | $920.9K | 0.01% | −2,654−49.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,557 | $920.9K | 0.28% | +667+35.3% | Added |
| Barlow Wealth Partners, Inc. | 2,547 | $920.7K | 0.10% | −23,852−90.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,657 | $917.6K | 0.18% | −414−13.5% | Reduced |
| Elevated Capital Advisors, LLC | 2,655 | $916.8K | 0.23% | +1,469+123.9% | Added |
| Garrison Point Advisors, LLC | 2,651 | $915.4K | 0.38% | −80−2.9% | Reduced |
| Trust Point Inc. | 2,642 | $912.3K | 0.07% | −978−27.0% | Reduced |
| Todd Asset Management LLC | 2,641 | $911.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,637 | $910.6K | 0.16% | −8,324−75.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,630 | $908.0K | 0.17% | −100−3.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,541 | $906.1K | 0.60% | +204+8.7% | Added |
| Cornerstone Advisory, LLC | 2,619 | $904.2K | 0.09% | +19+0.7% | Added |
| Tudor Investment Corp Et Al | 2,614 | $902.6K | 0.01% | −43,941−94.4% | Reduced |
| Beacon Financial Group | 2,613 | $902.2K | 0.09% | −33−1.2% | Reduced |
| FSM Wealth Advisors, LLC | 2,605 | $899.5K | 0.13% | +1,562+149.8% | Added |
| Park Place Capital Corp | 2,603 | $898.8K | 0.19% | −549−17.4% | Reduced |
| Gateway Wealth Partners, LLC | 2,603 | $898.7K | 0.12% | +561+27.5% | Added |
| RiverFront Investment Group, LLC | 2,602 | $898.5K | 0.02% | +46+1.8% | Added |
| Quadcap Wealth Management, LLC | 2,600 | $897.7K | 0.11% | −1,229−32.1% | Reduced |
| Cassia Capital Partners, LLC | 2,595 | $896.1K | 0.49% | +501+23.9% | Added |
| AXA S.A. | 2,595 | $896.1K | 0.45% | −290,581−99.1% | Reduced |
| Advisory Research Inc | 2,594 | $895.8K | 0.12% | −21,449−89.2% | Reduced |
| Ironwood Investment Counsel, LLC | 2,589 | $894.1K | 0.13% | −412−13.7% | Reduced |
| CFO4Life Group, LLC | 2,589 | $894.1K | 0.13% | +211+8.9% | Added |
| RB Capital Management, LLC | 2,573 | $888.4K | 0.19% | −2,011−43.9% | Reduced |
| Sunpointe, LLC | 2,568 | $886.7K | 0.32% | −254−9.0% | Reduced |
| Fundamentun, LLC | 2,562 | $884.9K | 0.04% | −10,501−80.4% | Reduced |
| Nicolet Bankshares Inc | 2,559 | $883.6K | 0.14% | +208+8.8% | Added |
| HF Advisory Group, LLC | 2,558 | $883.3K | 0.32% | +866+51.2% | Added |
| American Money Management, LLC | 2,557 | $882.8K | 0.15% | −177−6.5% | Reduced |
| Pictet Bank & Trust Ltd | 2,555 | $882.2K | 1.06% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 5,901 | $881.9K | 0.24% | +3,465+142.2% | Added |
| SeaCrest Wealth Management, LLC | 2,373 | $877.8K | 0.09% | +7+0.3% | Added |
| Huntleigh Advisors, Inc. | 2,542 | $877.6K | 0.15% | −6,158−70.8% | Reduced |
| RKL Wealth Management LLC | 2,541 | $877.4K | 0.07% | −262−9.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,540 | $877.1K | 0.05% | −83−3.2% | Reduced |
| Everett Harris & Co | 2,513 | $867.7K | 0.01% | −64−2.5% | Reduced |
| Paulson Wealth Management Inc. | 2,504 | $864.6K | 0.20% | −205−7.6% | Reduced |
| Morris Retirement Advisors, LLC | 2,503 | $864.3K | 0.38% | −162−6.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,502 | $863.9K | 0.26% | +2,502 | New |
| RBA Wealth Management, LLC | 2,501 | $863.7K | 0.30% | −801−24.3% | Reduced |
| Patton Albertson Miller Group, LLC | 2,500 | $863.3K | 0.10% | −390−13.5% | Reduced |
| Natural Investments, LLC | 2,497 | $862.0K | 0.21% | −17−0.7% | Reduced |
| Winthrop Capital Management, LLC | 2,492 | $860.0K | 0.21% | +2,492 | New |
| California First Leasing Corp | 2,489 | $859.5K | 0.31% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,489 | $859.3K | 0.02% | −58−2.3% | Reduced |
| Sentry Investment Management LLC | 2,315 | $856.0K | 0.57% | −1,855−44.5% | Reduced |
| Alpha Family Trust | 2,475 | $854.6K | 0.40% | +900+57.1% | Added |
| Onefund, LLC | 2,473 | $853.9K | 0.55% | +15+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,467 | $852.0K | 0.28% | +1,006+68.9% | Added |
| Berkeley Capital Partners, LLC | 2,465 | $851.1K | 0.20% | +407+19.8% | Added |
| Legacy Capital Wealth Partners, LLC | 2,462 | $850.1K | 0.18% | −1,099−30.9% | Reduced |
| Resolute Wealth Strategies, LLC | 2,458 | $848.8K | 0.39% | +197+8.7% | Added |
| Versant Capital Management, Inc | 2,456 | $848.1K | 0.12% | +1,441+142.0% | Added |
| Topsail Wealth Management, LLC | 2,453 | $847.0K | 0.14% | +172+7.5% | Added |
| Parcion Private Wealth LLC | 2,452 | $846.7K | 0.05% | +1,149+88.2% | Added |
| CRA Financial Services, LLC | 2,449 | $845.6K | 0.12% | −414−14.5% | Reduced |
| Silver Oak Securities, Inc | 2,448 | $845.3K | 0.06% | +729+42.4% | Added |
| Prosperity Financial Group, Inc. | 2,445 | $844.3K | 0.31% | +173+7.6% | Added |
| Childress Capital Advisors, LLC | 2,444 | $843.8K | 0.15% | +767+45.7% | Added |
| Alpha Financial Advisors, LLC | 2,443 | $843.6K | 0.30% | −116−4.5% | Reduced |
| LVM Capital Management Ltd | 2,440 | $843.0K | 0.08% | −307−11.2% | Reduced |
| Uncommon Cents Investing LLC | 2,440 | $842.5K | 0.21% | +45+1.9% | Added |
| IPG Investment Advisors LLC | 2,429 | $838.7K | 0.15% | +2,429 | New |
| Compagnie Lombard Odier SCmA | 2,423 | $836.7K | 0.01% | +787+48.1% | Added |
| Quotient Wealth Partners, LLC | 2,422 | $836.4K | 0.02% | +22+0.9% | Added |
| Cornercap Investment Counsel Inc | 2,417 | $834.6K | 0.42% | −40−1.6% | Reduced |
| Riverwater Partners LLC | 2,413 | $833.2K | 0.35% | +441+22.4% | Added |
| Hardy Reed LLC | 2,396 | $827.3K | 0.06% | −3,537−59.6% | Reduced |
| Lodestone Wealth Management LLC | 2,395 | $827.1K | 0.37% | +284+13.5% | Added |
| George Kaiser Family Foundation | 2,395 | $827.0K | 0.12% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,392 | $826.0K | 0.14% | +113+5.0% | Added |
| Spirepoint Private Client, LLC | 2,379 | $821.5K | 0.09% | −1,218−33.9% | Reduced |
| CoreCap Advisors, LLC | 2,378 | $821.2K | 0.03% | +283+13.5% | Added |
| Coastwise Capital Group, LLC | 2,377 | $820.8K | 0.58% | +1,042+78.1% | Added |
| Convergence Investment Partners, LLC | 2,377 | $820.8K | 0.18% | +680+40.1% | Added |
| Element Pointe Advisors, LLC | 2,375 | $820.1K | 0.17% | +224+10.4% | Added |
| Golden State Equity Partners | 2,369 | $818.2K | 0.14% | +293+14.1% | Added |
| Vivaldi Capital Management, LLC | 2,362 | $815.4K | 0.12% | −34−1.4% | Reduced |
| Boreal Capital Management LLC | 2,359 | $814.6K | 0.66% | +19+0.8% | Added |
| Bollard Group LLC | 2,352 | $812.0K | 0.02% | +15+0.6% | Added |
| TCM Advisors, LLC | – | $811.1K | 0.69% | – | – |