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 | 3,055 | $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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 35,750 | $12.3M | 0.16% | +1,125+3.2% | Added |
| Central Trust Co | 35,576 | $12.3M | 0.26% | −7,239−16.9% | Reduced |
| Oberndorf William E | 35,553 | $12.3M | 16.55% | +35,553 | New |
| GAM Holding AG | 35,490 | $12.3M | 0.76% | +4,314+13.8% | Added |
| Himension Fund | 35,464 | $12.2M | 0.75% | +4,423+14.2% | Added |
| Longaeva Partners L.P. | 35,461 | $12.2M | 2.60% | +35,461 | New |
| Equitable Trust Co | 35,445 | $12.2M | 0.56% | −11,374−24.3% | Reduced |
| Level Four Advisory Services, LLC | 35,321 | $12.2M | 0.42% | +3,390+10.6% | Added |
| Temasek Holdings (Private) Ltd | 35,300 | $12.2M | 0.04% | +35,300 | New |
| Thompson Investment Management, Inc. | 35,273 | $12.2M | 1.62% | +2,068+6.2% | Added |
| Empirical Finance, LLC | 35,092 | $12.1M | 0.58% | +329+0.9% | Added |
| Kestra Private Wealth Services, LLC | 35,059 | $12.1M | 0.16% | +3,864+12.4% | Added |
| Elwood Capital Partners LP | 35,028 | $12.1M | 11.06% | 00.0% | Unchanged |
| Ranmore Fund Management Ltd | 35,000 | $12.1M | 3.27% | −9,000−20.5% | Reduced |
| Regions Financial Corp | 34,753 | $12.0M | 0.08% | −130,984−79.0% | Reduced |
| Apollon Wealth Management, LLC | 34,591 | $11.9M | 0.21% | +7,050+25.6% | Added |
| Los Angeles Capital Management LLC | 34,470 | $11.9M | 0.04% | +2,657+8.4% | Added |
| First National Trust Co | 34,234 | $11.8M | 0.40% | −4,079−10.6% | Reduced |
| Hendershot Investments Inc. | 34,117 | $11.8M | 1.48% | −2,949−8.0% | Reduced |
| Shelton Capital Management | 34,072 | $11.8M | 0.25% | −166−0.5% | Reduced |
| Stamos Capital Partners, L.P. | 33,979 | $11.7M | 2.21% | −22,411−39.7% | Reduced |
| Dividend Assets Capital, LLC | 33,740 | $11.7M | 2.04% | +4,177+14.1% | Added |
| NewEdge Wealth, LLC | 35,537 | $11.6M | 0.17% | −23,130−39.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,492 | $11.6M | 0.04% | −31,254−48.3% | Reduced |
| Madison Asset Management, LLC | 33,433 | $11.5M | 0.13% | +8,124+32.1% | Added |
| Pinnacle Associates Ltd | 33,320 | $11.5M | 0.15% | −1,651−4.7% | Reduced |
| Harber Asset Management LLC | 33,227 | $11.5M | 4.11% | −3,258−8.9% | Reduced |
| Steel Peak Wealth Management LLC | 33,151 | $11.4M | 0.38% | +23,081+229.2% | Added |
| Allstate Corp | 33,086 | $11.4M | 0.26% | +31,329+1,783.1% | Added |
| Umb Bank N A | 33,054 | $11.4M | 0.17% | −11,125−25.2% | Reduced |
| United Capital Financial Advisers, LLC | 32,787 | $11.3M | 0.08% | +3,185+10.8% | Added |
| Capital International Sarl | 32,596 | $11.3M | 0.19% | −2,001−5.8% | Reduced |
| Sona Asset Management (US) LLC | 32,500 | $11.2M | 0.44% | +12,500+62.5% | Added |
| Bleakley Financial Group, LLC | 32,422 | $11.2M | 0.26% | +9,736+42.9% | Added |
| Stephens Inc | 31,801 | $11.0M | 0.14% | +2,663+9.1% | Added |
| Independent Advisor Alliance | 31,977 | $11.0M | 0.29% | +7,026+28.2% | Added |
| Pine Valley Investments Ltd Liability Co | 31,969 | $11.0M | 0.58% | −3,976−11.1% | Reduced |
| Colonial Trust Advisors | 31,734 | $11.0M | 0.84% | −7,300−18.7% | Reduced |
| Live Oak Private Wealth LLC | 31,688 | $10.9M | 1.52% | −3,374−9.6% | Reduced |
| Siemens Fonds Invest GmbH | 31,659 | $10.9M | 0.60% | +746+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 31,578 | $10.9M | 0.52% | −383−1.2% | Reduced |
| HighPoint Advisor Group LLC | 31,566 | $10.9M | 0.52% | +8,974+39.7% | Added |
| Rakuten Investment Management, Inc. | 26,284 | $10.9M | 0.04% | +26,284 | New |
| Washington Trust Bank | 31,173 | $10.8M | 0.79% | −396−1.3% | Reduced |
| Petredis Investment Advisors LLC | 31,142 | $10.8M | 0.86% | −645−2.0% | Reduced |
| Blue Whale Capital LLP | 31,111 | $10.7M | 0.59% | −73,251−70.2% | Reduced |
| WSFS Capital Management, LLC | 31,000 | $10.7M | 0.53% | +2,211+7.7% | Added |
| Stratos Wealth Partners, LTD. | 30,940 | $10.7M | 0.13% | +4,069+15.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 34,132 | $10.6M | 0.55% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 30,818 | $10.6M | 0.16% | −29,666−49.0% | Reduced |
| Great Valley Advisor Group, Inc. | 30,588 | $10.6M | 0.21% | −8,705−22.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,555 | $10.6M | 1.10% | +1,757+6.1% | Added |
| North Star Asset Management Inc | 30,465 | $10.5M | 0.43% | +2,254+8.0% | Added |
| AustralianSuper Pty Ltd | 30,458 | $10.5M | 0.05% | −108,119−78.0% | Reduced |
| Bragg Financial Advisors, Inc | 30,399 | $10.5M | 0.35% | −1,024−3.3% | Reduced |
| Kinsale Capital Group, Inc. | 30,106 | $10.4M | 1.90% | +2,925+10.8% | Added |
| Kennedy Capital Management, Inc. | 30,106 | $10.4M | 0.23% | −21,462−41.6% | Reduced |
| Gryphon Financial Partners LLC | 30,063 | $10.4M | 1.18% | +22,782+312.9% | Added |
| Symmetry Investments LP | 30,001 | $10.4M | 0.84% | +23,054+331.9% | Added |
| Rovida Advisors Inc. | 30,000 | $10.4M | 8.93% | +15,000+100.0% | Added |
| Catalytic Wealth RIA, LLC | 29,920 | $10.3M | 0.34% | +12,312+69.9% | Added |
| Stonebridge Capital Advisors LLC | 29,890 | $10.3M | 0.74% | −58−0.2% | Reduced |
| Violich Capital Management, Inc. | 29,800 | $10.3M | 1.22% | +200+0.7% | Added |
| Strong Tower Advisory Services | 29,602 | $10.2M | 1.94% | +7,824+35.9% | Added |
| Principal Securities, Inc. | 29,447 | $10.2M | 0.17% | −419−1.4% | Reduced |
| Simplify Asset Management Inc. | 29,360 | $10.1M | 0.21% | +25,309+624.8% | Added |
| Meeder Asset Management Inc | 29,329 | $10.1M | 0.58% | +28,882+6,461.3% | Added |
| Atlantic Union Bankshares Corp | 29,298 | $10.1M | 0.19% | +2,767+10.4% | Added |
| Chesley Taft & Associates LLC | 29,137 | $10.1M | 0.43% | −3,699−11.3% | Reduced |
| Wedbush Securities Inc | 29,007 | $10.0M | 0.33% | +1,143+4.1% | Added |
| Guardian Capital LP | 28,995 | $10.0M | 0.32% | +8,204+39.5% | Added |
| Buck Wealth Strategies, LLC | 28,979 | $10.0M | 1.37% | +2,088+7.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,865 | $9.97M | 0.14% | −74−0.3% | Reduced |
| Soltis Investment Advisors LLC | 28,726 | $9.92M | 0.69% | +1,261+4.6% | Added |
| Ferguson Wellman Capital Management, Inc | 28,314 | $9.78M | 0.16% | −4,749−14.4% | Reduced |
| Warren Averett Asset Management, LLC | 28,297 | $9.77M | 0.10% | +255+0.9% | Added |
| Kesler, Norman & Wride, LLC | 19,210 | $9.72M | 1.91% | +14,348+295.1% | Added |
| Summit Trail Advisors, LLC | 28,132 | $9.71M | 0.13% | +9,754+53.1% | Added |
| Westpac Banking Corp | 28,076 | $9.69M | 0.60% | −7,871−21.9% | Reduced |
| LGT Fund Management Co Ltd. | 27,793 | $9.68M | 0.78% | +24,743+811.2% | Added |
| Quadrant Capital Group LLC | 27,805 | $9.60M | 0.31% | +12,715+84.3% | Added |
| Trillium Asset Management, LLC | 27,769 | $9.59M | 0.25% | −104−0.4% | Reduced |
| Park Avenue Securities LLC | 27,600 | $9.53M | 0.07% | +27,600 | New |
| Citizens Financial Group Inc | 27,503 | $9.50M | 0.13% | −15,424−35.9% | Reduced |
| Redwood Capital Management, LLC | 27,500 | $9.50M | 0.92% | +27,500 | New |
| Heritage Trust Co | 27,458 | $9.48M | 1.00% | +342+1.3% | Added |
| Parallel Advisors, LLC | 27,331 | $9.44M | 0.17% | −1,270−4.4% | Reduced |
| Savant Capital, LLC | 27,097 | $9.36M | 0.06% | +8,019+42.0% | Added |
| Prime Capital Investment Advisors, LLC | 27,028 | $9.33M | 0.12% | −40,109−59.7% | Reduced |
| WoodTrust Financial Corp | 26,825 | $9.26M | 1.10% | +2,408+9.9% | Added |
| LGT Group Foundation | 26,566 | $9.25M | 0.11% | −1,051−3.8% | Reduced |
| Synovus Financial Corp | 26,641 | $9.20M | 0.11% | −8,410−24.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 26,572 | $9.18M | 0.53% | +26,572 | New |
| Lockheed Martin Investment Management Co | 26,570 | $9.17M | 0.34% | +830+3.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,500 | $9.15M | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 26,485 | $9.15M | 0.51% | +5,309+25.1% | Added |
| Freestone Capital Holdings, LLC | 26,438 | $9.13M | 0.28% | −6,602−20.0% | Reduced |
| McRae Capital Management Inc | 26,374 | $9.11M | 1.81% | +2,950+12.6% | Added |
| Dakota Wealth Management | 26,374 | $9.11M | 0.18% | +10,423+65.3% | Added |
| Azimuth Capital Investment Management LLC | 26,328 | $9.09M | 0.33% | −911−3.3% | Reduced |