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 |
|---|---|---|---|---|---|
| Prudential PLC | 89,444 | $30.9M | 0.23% | −7,024−7.3% | Reduced |
| TCTC Holdings, LLC | 87,829 | $30.3M | 0.90% | +5,060+6.1% | Added |
| Nordea Investment Management AB | 87,776 | $30.3M | 0.03% | −65,228−42.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 87,684 | $30.3M | 0.27% | +35,484+68.0% | Added |
| Coho Partners, Ltd. | 87,285 | $30.1M | 3.87% | −65,677−42.9% | Reduced |
| Raiffeisen Bank International AG | 86,928 | $30.0M | 0.40% | +15,177+21.2% | Added |
| Academy Capital Management Inc | 86,451 | $29.9M | 4.26% | −101,169−53.9% | Reduced |
| Kames Capital plc | 86,135 | $29.7M | 0.35% | +31,722+58.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 85,992 | $29.7M | 0.77% | +33,419+63.6% | Added |
| Tokio Marine Asset Management Co Ltd | 85,693 | $29.6M | 1.05% | −4,913−5.4% | Reduced |
| Trajan Wealth LLC | 85,293 | $29.5M | 1.27% | +21,609+33.9% | Added |
| Quintet Private Bank (Europe) S.A. | 85,197 | $29.4M | 1.65% | +1,833+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 82,889 | $28.6M | 2.48% | −31,192−27.3% | Reduced |
| Palisade Asset Management, LLC | 82,824 | $28.6M | 2.66% | +7,895+10.5% | Added |
| Port Capital LLC | 82,659 | $28.5M | 1.19% | −2,470−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 82,543 | $28.5M | 0.11% | −17,597−17.6% | Reduced |
| GW&K Investment Management, LLC | 82,319 | $28.4M | 0.25% | +78,186+1,891.7% | Added |
| Snowden Capital Advisors LLC | 80,416 | $27.8M | 0.76% | +53,359+197.2% | Added |
| Heritage Investors Management Corp | 79,676 | $27.5M | 0.82% | +273+0.3% | Added |
| Guggenheim Capital LLC | 79,534 | $27.5M | 0.20% | −1,744−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 79,459 | $27.4M | 0.32% | −29,527−27.1% | Reduced |
| PEAK6 LLC | 79,435 | $27.4M | 0.69% | +60,651+322.9% | Added |
| Nearwater Capital Markets, Ltd | 79,000 | $27.3M | 0.36% | −35,000−30.7% | Reduced |
| Scopia Capital Management LP | 78,333 | $27.0M | 3.80% | +190.0% | Added |
| Coronation Fund Managers Ltd. | 78,149 | $27.0M | 1.41% | +38,287+96.0% | Added |
| Commerce Bank | 77,130 | $26.6M | 0.15% | −17,460−18.5% | Reduced |
| Pinnacle Financial Partners Inc | 77,007 | $26.6M | 0.64% | −72,490−48.5% | Reduced |
| Cercano Management LLC | 76,615 | $26.5M | 1.02% | −70,893−48.1% | Reduced |
| Marco Investment Management LLC | 76,165 | $26.3M | 2.01% | +20,511+36.9% | Added |
| D.A. Davidson & Co. | 75,736 | $26.2M | 0.17% | +18,935+33.3% | Added |
| AltraVue Capital, LLC | 75,620 | $26.1M | 2.17% | −2,370−3.0% | Reduced |
| Allianz SE | 75,618 | $26.1M | 0.55% | +1,569+2.1% | Added |
| Mizuho Markets Americas LLC | 75,000 | $25.9M | 0.55% | 00.0% | Unchanged |
| BloombergSen Inc. | 74,930 | $25.9M | 2.20% | −778−1.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 74,820 | $25.8M | 0.48% | +13,755+22.5% | Added |
| UniSuper Management Pty Ltd | 74,583 | $25.8M | 0.16% | +21,277+39.9% | Added |
| Empowered Funds, LLC | 74,553 | $25.7M | 0.26% | −14,476−16.3% | Reduced |
| Commerzbank Aktiengesellschaft | 74,219 | $25.6M | 0.53% | +18,887+34.1% | Added |
| Douglas Lane & Associates, LLC | 74,074 | $25.6M | 0.36% | −3,197−4.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 73,896 | $25.5M | 0.19% | +29,860+67.8% | Added |
| Vontobel Holding Ltd. | 72,788 | $25.1M | 0.08% | +16,194+28.6% | Added |
| Arnhold LLC | 72,417 | $25.0M | 2.09% | −796−1.1% | Reduced |
| SP Asset Management LLC | 72,302 | $25.0M | 1.98% | −61,316−45.9% | Reduced |
| Beacon Pointe Advisors, LLC | 71,353 | $24.6M | 0.21% | +10,922+18.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 70,908 | $24.5M | 0.66% | +34,197+93.2% | Added |
| Ironvine Capital Partners, LLC | 70,647 | $24.4M | 2.43% | −75−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 69,498 | $24.0M | 0.22% | −4,241−5.8% | Reduced |
| Investment House LLC | 69,385 | $24.0M | 1.14% | +39,149+129.5% | Added |
| Federated Hermes, Inc. | 69,290 | $23.9M | 0.04% | +1,526+2.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 68,959 | $23.8M | 0.33% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 68,707 | $23.7M | 0.12% | +5,533+8.8% | Added |
| Ossiam | 68,185 | $23.5M | 0.30% | +67,685+13,537.0% | Added |
| Canada Post Corp Registered Pension Plan | 67,699 | $23.4M | 1.04% | +42,388+167.5% | Added |
| Bridgeway Capital Management, LLC | 66,023 | $22.8M | 0.49% | +239+0.4% | Added |
| Panagora Asset Management Inc | 65,813 | $22.7M | 0.09% | −437,951−86.9% | Reduced |
| Stock Yards Bank & Trust Co | 65,771 | $22.7M | 0.71% | −10,225−13.5% | Reduced |
| Cornerstone Advisors, LLC | 65,703 | $22.7M | 0.75% | −1,300−1.9% | Reduced |
| Woodbridge Co Ltd | 65,300 | $22.5M | 0.05% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 65,034 | $22.5M | 0.12% | −44,399−40.6% | Reduced |
| Groupama Asset Managment | 64,882 | $22.4M | 0.33% | +2,203+3.5% | Added |
| Auxier Asset Management | 64,868 | $22.4M | 3.14% | +316+0.5% | Added |
| Wesbanco Bank Inc | 64,752 | $22.4M | 0.62% | +152+0.2% | Added |
| Causeway Capital Management LLC | 64,603 | $22.3M | 0.29% | +64,603 | New |
| Horizon Investments, LLC | 64,374 | $22.2M | 0.29% | +40,611+170.9% | Added |
| Investment Management Corp of Ontario | 64,213 | $22.2M | 0.34% | +33,400+108.4% | Added |
| Banco Santander, S.A. | 64,146 | $22.1M | 0.20% | −20,791−24.5% | Reduced |
| DSG Capital Advisors, LLC | 63,967 | $22.1M | 3.52% | +1,275+2.0% | Added |
| Bailard, Inc. | 63,909 | $22.1M | 0.48% | −10,564−14.2% | Reduced |
| Avanza Fonder AB | 63,854 | $22.0M | 0.57% | +1,959+3.2% | Added |
| Eversept Partners, LP | 62,820 | $21.7M | 1.66% | +2,084+3.4% | Added |
| Community Trust & Investment Co | 62,664 | $21.6M | 1.17% | +984+1.6% | Added |
| Rhenman & Partners Asset Management AB | 62,530 | $21.6M | 2.39% | +32,100+105.5% | Added |
| Norinchukin Bank, The | 62,442 | $21.6M | 0.29% | −8,107−11.5% | Reduced |
| Farmers & Merchants Investments Inc | 61,930 | $21.4M | 0.61% | −3,823−5.8% | Reduced |
| Wesleyan Assurance Society | 61,295 | $21.2M | 1.27% | −260−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 61,079 | $21.1M | 0.50% | −2,365−3.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 60,979 | $21.1M | 1.71% | −17,934−22.7% | Reduced |
| Mill Capital Management, LLC | 60,118 | $20.8M | 1.54% | +9,811+19.5% | Added |
| Fiduciary Trust Co | 59,705 | $20.6M | 0.23% | −6,900−10.4% | Reduced |
| Atria Investments LLC | 59,521 | $20.6M | 0.23% | +4,105+7.4% | Added |
| Vinva Investment Management Ltd | 59,317 | $20.5M | 0.41% | +2,218+3.9% | Added |
| Mizuho Securities USA LLC | 65,963 | $20.4M | 0.41% | +3,269+5.2% | Added |
| Maple Rock Capital Partners Inc. | 59,100 | $20.4M | 0.82% | +59,100 | New |
| Mesirow Financial Investment Management, Inc. | 58,453 | $20.2M | 0.36% | +307+0.5% | Added |
| Boone Capital Management LLC | 58,112 | $20.1M | 6.58% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 57,734 | $19.9M | 0.25% | −1,451−2.5% | Reduced |
| Huntington National Bank | 57,599 | $19.9M | 0.12% | −19,229−25.0% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $19.8M | 0.65% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 57,133 | $19.7M | 0.55% | −1,818−3.1% | Reduced |
| Torray LLC | 57,106 | $19.7M | 2.68% | +7,769+15.7% | Added |
| Diversify Advisory Services, LLC | 58,841 | $19.6M | 0.66% | +9,286+18.7% | Added |
| LMR Partners LLP | 56,856 | $19.6M | 0.25% | +36,175+174.9% | Added |
| BLKBRD Asset Management, LP | 56,763 | $19.6M | 5.46% | +56,763 | New |
| Advisory Services Network, LLC | 56,700 | $19.6M | 0.29% | +1,049+1.9% | Added |
| Novare Capital Management LLC | 56,511 | $19.5M | 1.49% | +3,004+5.6% | Added |
| BLI - Banque de Luxembourg Investments | 56,220 | $19.4M | 0.57% | −51,310−47.7% | Reduced |
| RBF Capital, LLC | 55,000 | $19.0M | 0.87% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 54,784 | $18.9M | 0.25% | −8,761−13.8% | Reduced |
| Sequoia Financial Advisors, LLC | 54,133 | $18.7M | 0.11% | +2,416+4.7% | Added |
| Jain Global LLC | 54,055 | $18.7M | 0.24% | +14,422+36.4% | Added |