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 |
|---|---|---|---|---|---|
| Hemenway Trust Co LLC | 53,523 | $18.5M | 1.41% | +242+0.5% | Added |
| First Long Island Investors, LLC | 53,313 | $18.4M | 1.37% | −455−0.8% | Reduced |
| Cumberland Partners Ltd | 53,222 | $18.4M | 1.20% | +53,222 | New |
| Hartford Investment Management Co | 53,063 | $18.3M | 0.55% | −1,659−3.0% | Reduced |
| Intech Investment Management LLC | 52,922 | $18.3M | 0.16% | −206,929−79.6% | Reduced |
| Owl Creek Asset Management, L.P. | 52,871 | $18.3M | 2.07% | +34,318+185.0% | Added |
| Andra AP-fonden | 52,700 | $18.2M | 0.23% | −48,800−48.1% | Reduced |
| Benjamin Edwards Inc | 52,604 | $18.2M | 0.21% | +8,946+20.5% | Added |
| Patten & Patten Inc | 52,589 | $18.2M | 1.07% | +688+1.3% | Added |
| Premier Fund Managers Ltd | 52,128 | $18.0M | 0.74% | +52,128 | New |
| QV Investors Inc. | 51,794 | $17.9M | 1.55% | +22,640+77.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 51,484 | $17.8M | 0.51% | −5,020−8.9% | Reduced |
| Associated Banc-Corp | 50,855 | $17.6M | 0.46% | −3,409−6.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 50,837 | $17.6M | 2.74% | +9,775+23.8% | Added |
| Adams Diversified Equity Fund, Inc. | 50,800 | $17.5M | 0.59% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 50,417 | $17.4M | 2.71% | 00.0% | Unchanged |
| Callan Family Office, LLC | 50,224 | $17.3M | 0.55% | −3,985−7.4% | Reduced |
| Blue Chip Partners, Inc. | 50,167 | $17.3M | 1.30% | −371−0.7% | Reduced |
| Haverford Trust Co | 50,086 | $17.3M | 0.16% | −7,753−13.4% | Reduced |
| Old National Bancorp | 50,072 | $17.3M | 0.30% | −3,571−6.7% | Reduced |
| Leonteq Securities AG | 50,059 | $17.3M | 0.92% | +4,407+9.7% | Added |
| Moore Capital Management, LP | 50,000 | $17.3M | 0.34% | −27,388−35.4% | Reduced |
| Torno Capital, LLC | 50,000 | $17.3M | 2.29% | +50,000 | New |
| MUFG Securities EMEA plc | 49,936 | $17.2M | 0.43% | +47,255+1,762.6% | Added |
| Callahan Advisors, LLC | 49,672 | $17.2M | 1.46% | +1,459+3.0% | Added |
| Oppenheimer & Co Inc | 49,604 | $17.1M | 0.21% | −6,938−12.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 49,433 | $17.1M | 0.90% | +2,894+6.2% | Added |
| Polaris Capital Management, LLC | 49,312 | $17.0M | 1.12% | −1,200−2.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 49,127 | $17.0M | 1.10% | −5,708−10.4% | Reduced |
| Pensionmark Financial Group, LLC | 48,925 | $16.9M | 0.35% | −1,298−2.6% | Reduced |
| Oppenheimer Asset Management Inc. | 48,745 | $16.8M | 0.19% | +6,421+15.2% | Added |
| D'Orazio & Associates, Inc. | 48,645 | $16.8M | 2.22% | +268+0.6% | Added |
| Baillie Gifford & Co | 48,645 | $16.8M | 0.01% | −643,207−93.0% | Reduced |
| Univest Financial Corp | 48,250 | $16.7M | 0.93% | +14,039+41.0% | Added |
| Man Group plc | 48,238 | $16.7M | 0.03% | −66,129−57.8% | Reduced |
| Metis Global Partners, LLC | 48,030 | $16.6M | 0.39% | −3,010−5.9% | Reduced |
| 683 Capital Management, LLC | 48,000 | $16.6M | 1.51% | −7,500−13.5% | Reduced |
| Marks Group Wealth Management, Inc | 47,802 | $16.5M | 1.53% | +28,142+143.1% | Added |
| Louisiana State Employees Retirement System | 47,500 | $16.4M | 0.28% | −400−0.8% | Reduced |
| FineMark National Bank & Trust | 47,494 | $16.4M | 0.54% | −3,661−7.2% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 47,430 | $16.4M | 0.26% | −52,570−52.6% | Reduced |
| JPL Wealth Management, LLC | 47,230 | $16.3M | 3.87% | +3,331+7.6% | Added |
| Beryl Capital Management LLC | 47,000 | $16.2M | 31.18% | +47,000 | New |
| Capital Group Private Client Services, Inc. | 46,689 | $16.1M | 0.27% | −180,887−79.5% | Reduced |
| Gulf International Bank (UK) Ltd | 46,187 | $15.9M | 0.52% | −868−1.8% | Reduced |
| First Financial Bankshares Inc | 46,142 | $15.9M | 0.33% | +5,304+13.0% | Added |
| Gotham Asset Management, LLC | 46,064 | $15.9M | 0.07% | −22,152−32.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 46,057 | $15.9M | 0.47% | −10,720−18.9% | Reduced |
| Midwest Trust Co | 46,010 | $15.9M | 0.21% | −21,116−31.5% | Reduced |
| Appleton Partners Inc | 45,745 | $15.8M | 1.06% | −4,633−9.2% | Reduced |
| CapWealth Advisors, LLC | 45,615 | $15.8M | 1.08% | +44,788+5,415.7% | Added |
| Maryland State Retirement & Pension System | 45,366 | $15.7M | 0.33% | +1,136+2.6% | Added |
| Johnson Investment Counsel Inc | 45,210 | $15.6M | 0.13% | −20,892−31.6% | Reduced |
| Diversified Trust Co | 45,018 | $15.5M | 0.31% | −1,288−2.8% | Reduced |
| HB Wealth Management, LLC | 44,932 | $15.5M | 0.11% | −4,020−8.2% | Reduced |
| Argent Capital Management LLC | 44,862 | $15.5M | 0.42% | +44,070+5,564.4% | Added |
| Eagle Global Advisors LLC | 44,459 | $15.4M | 0.59% | −5,020−10.1% | Reduced |
| Whittier Trust Co | 42,522 | $15.3M | 0.17% | −3,223−7.0% | Reduced |
| Rathbone Brothers plc | 44,330 | $15.3M | 0.06% | −5,195−10.5% | Reduced |
| GDS Wealth Management | 44,252 | $15.3M | 1.01% | −5,297−10.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 43,903 | $15.2M | 1.69% | +26,747+155.9% | Added |
| Bokf, NA | 43,798 | $15.1M | 0.23% | −4,082−8.5% | Reduced |
| Securian Asset Management, Inc | 43,739 | $15.1M | 0.40% | −3,689−7.8% | Reduced |
| DDD Partners, LLC | 43,388 | $15.0M | 0.95% | +20,603+90.4% | Added |
| Advisors Asset Management, Inc. | 43,368 | $15.0M | 0.25% | +5,863+15.6% | Added |
| Wolverine Trading, LLC | 43,079 | $14.9M | 0.30% | +2,124+5.2% | Added |
| Aristotle Atlantic Partners, LLC | 42,992 | $14.8M | 0.43% | −194−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 42,794 | $14.8M | 0.48% | −2,246−5.0% | Reduced |
| Virginia Retirement Systems Et Al | 42,000 | $14.5M | 0.09% | −84,600−66.8% | Reduced |
| Prospera Financial Services Inc | 41,817 | $14.4M | 0.25% | −249−0.6% | Reduced |
| Trust Co of Virginia | 41,539 | $14.3M | 1.20% | +191+0.5% | Added |
| S&CO Inc | 41,526 | $14.3M | 0.88% | −4,242−9.3% | Reduced |
| UNICOM Systems, Inc. | 41,434 | $14.3M | 1.41% | 00.0% | Unchanged |
| GFS Advisors, LLC | 41,432 | $14.3M | 1.83% | +26,932+185.7% | Added |
| Vestcor Inc | 41,050 | $14.2M | 0.42% | −3,386−7.6% | Reduced |
| New Mexico Educational Retirement Board | 41,020 | $14.2M | 0.44% | −2,000−4.6% | Reduced |
| Phoenix Holdings Ltd. | 41,395 | $14.1M | 0.17% | +21,546+108.5% | Added |
| Wealthcare Capital Partners, LLC | 39,847 | $13.8M | 6.32% | +24+0.1% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 39,760 | $13.7M | 0.21% | +5,774+17.0% | Added |
| Kingsview Wealth Management, LLC | 39,611 | $13.7M | 0.21% | −308−0.8% | Reduced |
| First Eagle Investment Management, LLC | 39,287 | $13.6M | 0.02% | +3,394+9.5% | Added |
| Polymer Capital Management (HK) LTD | 38,936 | $13.4M | 1.87% | +38,936 | New |
| Focus Financial Network, Inc. | 38,915 | $13.4M | 0.48% | −26−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 38,733 | $13.4M | 0.32% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 38,716 | $13.4M | 0.34% | −12,370−24.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 38,679 | $13.4M | 3.24% | −111−0.3% | Reduced |
| Liontrust Investment Partners LLP | 38,396 | $13.3M | 0.19% | −3,076−7.4% | Reduced |
| Resources Investment Advisors, LLC. | 37,941 | $13.1M | 0.13% | −1,048−2.7% | Reduced |
| Skye Global Management LP | 37,800 | $13.1M | 0.26% | +37,800 | New |
| GF Fund Management Co. Ltd. | 37,211 | $12.8M | 0.23% | −68,309−64.7% | Reduced |
| Centric Wealth Management | 37,585 | $12.8M | 2.86% | −15,524−29.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 37,001 | $12.8M | 2.79% | −11,701−24.0% | Reduced |
| New Age Alpha Advisors, LLC | 36,827 | $12.7M | 0.54% | +1,269+3.6% | Added |
| SRS Capital Advisors, Inc. | 36,554 | $12.6M | 0.18% | +28,694+365.1% | Added |
| Private Capital Advisors, Inc. | 36,465 | $12.6M | 1.40% | −1,220−3.2% | Reduced |
| Argent Trust Co | 36,426 | $12.6M | 0.45% | +1,215+3.5% | Added |
| JLB & Associates Inc | 36,347 | $12.6M | 1.65% | −777−2.1% | Reduced |
| First Citizens Bank & Trust Co | 36,205 | $12.5M | 0.27% | −11,411−24.0% | Reduced |
| Hyperion Capital Advisors LP | 36,032 | $12.4M | 6.65% | +10,670+42.1% | Added |
| Scharf Investments, LLC | 35,850 | $12.4M | 0.31% | +6,385+21.7% | Added |