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
- 3,169
- +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
- 1,323 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 160,408 | $55.4M | 3.12% | +78,407+95.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 158,308 | $54.7M | 3.70% | +111,024+234.8% | Added |
| Boston Trust Walden Corp | 155,900 | $53.8M | 0.39% | −48,057−23.6% | Reduced |
| Parsifal Capital Management, LP | 154,600 | $53.4M | 4.97% | −30,491−16.5% | Reduced |
| Assetmark, Inc | 153,961 | $53.2M | 0.11% | +20,986+15.8% | Added |
| Donaldson Capital Management, LLC | 153,730 | $53.1M | 1.68% | +7,570+5.2% | Added |
| Mawer Investment Management Ltd. | 152,305 | $52.6M | 0.27% | −907,064−85.6% | Reduced |
| Utah Retirement Systems | 150,379 | $51.9M | 0.50% | −703−0.5% | Reduced |
| NS Partners Ltd | 149,512 | $51.6M | 2.00% | +24,032+19.2% | Added |
| Sanctuary Advisors, LLC | 147,875 | $51.1M | 0.29% | +22,436+17.9% | Added |
| Vaughan David Investments LLC | 146,839 | $50.7M | 1.09% | +1,641+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 146,650 | $50.6M | 0.41% | +8,461+6.1% | Added |
| Robeco Institutional Asset Management B.V. | 146,195 | $50.5M | 0.07% | −56,000−27.7% | Reduced |
| Mercer Global Advisors Inc | 145,658 | $50.3M | 0.08% | +145,658 | New |
| Evercore Wealth Management, LLC | 145,535 | $50.3M | 0.74% | −164,282−53.0% | Reduced |
| Varma Mutual Pension Insurance Co | 145,462 | $50.2M | 0.32% | +19,800+15.8% | Added |
| MML Investors Services, LLC | 145,349 | $50.2M | 0.13% | −43,227−22.9% | Reduced |
| Seizert Capital Partners, LLC | 145,328 | $50.2M | 2.17% | +10,427+7.7% | Added |
| Kestra Advisory Services, LLC | 143,949 | $49.7M | 0.23% | +39,850+38.3% | Added |
| TD Waterhouse Canada Inc. | 141,383 | $49.3M | 0.32% | −1,247−0.9% | Reduced |
| Pinebridge Investments, L.P. | 142,562 | $49.2M | 0.37% | +5,626+4.1% | Added |
| Generate Investment Management Ltd | 142,486 | $49.2M | 2.50% | +7,486+5.5% | Added |
| Gradient Investments LLC | 141,503 | $48.9M | 0.82% | +18,319+14.9% | Added |
| Baird Financial Group, Inc. | 140,386 | $48.5M | 0.08% | −32,145−18.6% | Reduced |
| Long Focus Capital Management, LLC | 139,200 | $48.1M | 2.75% | +87,200+167.7% | Added |
| Sarasin & Partners LLP | 139,226 | $48.1M | 0.47% | −465,744−77.0% | Reduced |
| Xponance, Inc. | 138,656 | $47.9M | 0.38% | −6,730−4.6% | Reduced |
| Hollencrest Capital Management | 135,932 | $46.9M | 1.70% | −124−0.1% | Reduced |
| Penn Davis McFarland Inc | 135,687 | $46.9M | 4.84% | +1,183+0.9% | Added |
| Toroso Investments, LLC | 134,167 | $46.3M | 0.20% | +56,136+71.9% | Added |
| Vident Advisory, LLC | 133,318 | $46.0M | 0.45% | +6,473+5.1% | Added |
| Glenmede Investment Management, LP | 132,999 | $45.9M | 0.22% | +7,627+6.1% | Added |
| Riverbridge Partners LLC | 132,583 | $45.8M | 0.77% | −4,596−3.4% | Reduced |
| Blair William & Co | 132,138 | $45.6M | 0.12% | −110,802−45.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 131,631 | $45.5M | 0.27% | +24,827+23.2% | Added |
| Pathstone Holdings, LLC | 131,242 | $45.3M | 0.17% | +4,165+3.3% | Added |
| British Columbia Investment Management Corp | 130,610 | $45.1M | 0.26% | −87,259−40.1% | Reduced |
| Aureus Asset Management, LLC | 129,842 | $44.8M | 2.92% | +20,681+18.9% | Added |
| Country Trust Bank | 125,401 | $43.3M | 0.95% | +11,969+10.6% | Added |
| London & Capital Asset Management Ltd | 125,120 | $43.2M | 3.09% | +6,626+5.6% | Added |
| Alpha Cubed Investments, LLC | 124,682 | $43.1M | 1.50% | +89,105+250.5% | Added |
| State of Alaska, Department of Revenue | 124,615 | $43.0M | 0.44% | −4,870−3.8% | Reduced |
| Captrust Financial Advisors | 123,325 | $42.6M | 0.09% | +12,343+11.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 123,007 | $42.5M | 0.12% | −8,593−6.5% | Reduced |
| New York Life Investment Management LLC | 122,985 | $42.5M | 0.37% | −1,891−1.5% | Reduced |
| Estuary Capital Management LP | 122,935 | $42.4M | 7.54% | +7,919+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 122,360 | $42.3M | 0.32% | +8,400+7.4% | Added |
| ING Groep NV | 121,966 | $42.1M | 0.23% | −2,120−1.7% | Reduced |
| CapitalatWork S.A. | 120,758 | $41.7M | 1.21% | −101−0.1% | Reduced |
| Erste Asset Management GmbH | 120,290 | $41.7M | 0.40% | −33,100−21.6% | Reduced |
| Elo Mutual Pension Insurance Co | 120,501 | $41.6M | 0.68% | +2,058+1.7% | Added |
| Ofi Invest Asset Management | 140,727 | $41.4M | 0.87% | +69,352+97.2% | Added |
| Woodline Partners LP | 119,695 | $41.3M | 0.19% | +73,826+160.9% | Added |
| AE Wealth Management LLC | 119,660 | $41.3M | 0.26% | +1,937+1.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 119,568 | $41.3M | 0.88% | −1,304−1.1% | Reduced |
| Formuepleje A/S | 118,961 | $41.1M | 2.32% | −17,343−12.7% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 118,472 | $40.9M | 1.49% | −600−0.5% | Reduced |
| NEOS Investment Management LLC | 117,989 | $40.7M | 0.31% | +36,236+44.3% | Added |
| Clifford Swan Investment Counsel LLC | 117,731 | $40.7M | 1.35% | +10,719+10.0% | Added |
| Fisher Funds Management LTD | 117,641 | $40.6M | 1.07% | −61,714−34.4% | Reduced |
| Nissay Asset Management Corp | 117,460 | $40.6M | 0.22% | −89−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 116,443 | $40.2M | 0.15% | −3,726−3.1% | Reduced |
| Warther Private Wealth, LLC | 115,756 | $40.0M | 9.46% | +13,159+12.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 114,211 | $39.4M | 1.85% | +874+0.8% | Added |
| Virtu Financial LLC | 111,877 | $38.6M | 2.16% | +111,877 | New |
| Steward Partners Investment Advisory, LLC | 111,462 | $38.5M | 0.22% | +3,120+2.9% | Added |
| Jones Financial Companies LLLP | 111,628 | $38.4M | 0.03% | +12,154+12.2% | Added |
| Achmea Investment Management B.V. | 109,766 | $37.9M | 0.47% | −1,186−1.1% | Reduced |
| JustInvest LLC | 108,919 | $37.6M | 0.39% | +8,421+8.4% | Added |
| GWM Advisors LLC | 108,795 | $37.6M | 0.17% | −6,320−5.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 108,323 | $37.3M | 0.24% | −25,095−18.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 107,915 | $37.3M | 0.71% | +107,148+13,969.8% | Added |
| Schonfeld Strategic Advisors LLC | 106,866 | $36.9M | 0.26% | +91,948+616.4% | Added |
| Mediolanum International Funds Ltd | 105,962 | $36.6M | 0.38% | −79,384−42.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 105,621 | $36.5M | 0.69% | +2,316+2.2% | Added |
| Bridges Investment Management Inc | 104,448 | $36.1M | 0.46% | −198,888−65.6% | Reduced |
| Oregon Public Employees Retirement Fund | 103,508 | $35.7M | 0.47% | +25,140+32.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 109,377 | $35.7M | 0.32% | +3,930+3.7% | Added |
| HRT Financial LP | 102,959 | $35.6M | 0.13% | −49,104−32.3% | Reduced |
| Mutual of America Capital Management LLC | 102,399 | $35.4M | 0.37% | −8,778−7.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 102,051 | $35.2M | 0.06% | −68,897−40.3% | Reduced |
| Rafferty Asset Management, LLC | 100,532 | $34.7M | 0.11% | +4,643+4.8% | Added |
| National Philanthropic Trust | 100,441 | $34.7M | 0.39% | +550+0.6% | Added |
| Ilex Capital Partners (UK) LLP | 100,397 | $34.7M | 1.11% | +97,082+2,928.6% | Added |
| Conning Inc. | 100,304 | $34.6M | 1.15% | −18,695−15.7% | Reduced |
| OP Asset Management Ltd | 99,283 | $34.3M | 0.45% | +1,273+1.3% | Added |
| QRG Capital Management, Inc. | 97,305 | $33.6M | 0.41% | −37,602−27.9% | Reduced |
| Brinker Capital Investments, LLC | 96,943 | $33.5M | 0.26% | +15,421+18.9% | Added |
| Suvretta Capital Management, LLC | 96,220 | $33.2M | 1.01% | +28,220+41.5% | Added |
| Sit Investment Associates Inc | 96,185 | $33.2M | 0.67% | +3,126+3.4% | Added |
| Yousif Capital Management, LLC | 95,894 | $33.1M | 0.35% | −4,138−4.1% | Reduced |
| Pacer Advisors, Inc. | 95,038 | $32.8M | 0.08% | +20,702+27.8% | Added |
| Ninety One UK Ltd | 94,913 | $32.8M | 0.07% | −10,157−9.7% | Reduced |
| Allworth Financial LP | 94,077 | $32.5M | 0.14% | +3,194+3.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 94,034 | $32.5M | 0.57% | +23,124+32.6% | Added |
| Tocqueville Asset Management L.P. | 92,738 | $32.0M | 0.47% | −37,658−28.9% | Reduced |
| Walleye Capital LLC | 92,069 | $31.8M | 0.26% | −34,913−27.5% | Reduced |
| Ethic Inc. | 91,552 | $31.6M | 0.52% | +263+0.3% | Added |
| Wealthfront Advisers LLC | 90,587 | $31.3M | 0.07% | +27,941+44.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 90,350 | $31.2M | 6.05% | +90,350 | New |