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 |
|---|---|---|---|---|---|
| Blue Zone Wealth Advisors, LLC | 26,250 | $9.06M | 1.81% | +1,511+6.1% | Added |
| Brighton Jones LLC | 26,167 | $9.04M | 0.22% | +5,236+25.0% | Added |
| SBI Securities Co., Ltd. | 26,073 | $9.00M | 0.23% | +11,882+83.7% | Added |
| Red Door Wealth Management, LLC | 25,959 | $8.96M | 0.95% | +2,484+10.6% | Added |
| Equitable Holdings, Inc. | 25,922 | $8.95M | 0.07% | −467−1.8% | Reduced |
| Garrison Bradford & Associates Inc | 25,917 | $8.95M | 9.56% | −150−0.6% | Reduced |
| Van Den Berg Management I, Inc | 25,840 | $8.92M | 2.24% | +6,997+37.1% | Added |
| Ashton Thomas Private Wealth, LLC | 25,808 | $8.91M | 0.23% | +594+2.4% | Added |
| Merit Financial Group, LLC | 25,724 | $8.88M | 0.08% | −201−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 25,667 | $8.86M | 0.15% | +757+3.0% | Added |
| Venator Management LLC | 25,560 | $8.83M | 2.10% | +19,190+301.3% | Added |
| RNC Capital Management LLC | 25,533 | $8.82M | 0.41% | +3,848+17.7% | Added |
| Anchor Investment Management, LLC | 25,470 | $8.79M | 0.73% | −2,628−9.4% | Reduced |
| Wedge Capital Management L L P | 25,431 | $8.78M | 0.15% | +972+4.0% | Added |
| Integrated Wealth Concepts LLC | 25,384 | $8.77M | 0.08% | +1,668+7.0% | Added |
| Pioneer Trust Bank N A | 25,358 | $8.76M | 2.05% | −3,244−11.3% | Reduced |
| Concord Investment Counsel Inc. | 25,246 | $8.72M | 2.77% | +25,246 | New |
| Anchor Capital Advisors LLC | 25,212 | $8.71M | 0.25% | +85+0.3% | Added |
| We Are One Seven, LLC | 25,201 | $8.70M | 0.20% | +15,886+170.5% | Added |
| SOL Capital Management CO | 25,187 | $8.70M | 0.78% | +6,250+33.0% | Added |
| Hardman Johnston Global Advisors LLC | 25,082 | $8.66M | 0.43% | −1,708−6.4% | Reduced |
| Fulcrum Capital LLC | 25,078 | $8.66M | 1.78% | −141−0.6% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,062 | $8.65M | 0.38% | −12,382−33.1% | Reduced |
| Abn Amro Investment Solutions | 25,041 | $8.65M | 0.18% | −8,175−24.6% | Reduced |
| Casdin Capital, LLC | 25,000 | $8.63M | 0.72% | +25,000 | New |
| Columbus Hill Capital Management, L.P. | 24,870 | $8.59M | 1.13% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 24,809 | $8.57M | 0.13% | −316−1.3% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $8.55M | 0.79% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 24,680 | $8.52M | 0.73% | −2,200−8.2% | Reduced |
| Ancora Advisors, LLC | 24,477 | $8.45M | 0.17% | −5,894−19.4% | Reduced |
| Carnegie Lake Advisors LLC | 24,466 | $8.45M | 3.25% | 00.0% | Unchanged |
| Sienna Gestion | 26,813 | $8.44M | 0.59% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 24,423 | $8.43M | 0.54% | +4,318+21.5% | Added |
| Burney Co | 24,371 | $8.42M | 0.27% | −6,707−21.6% | Reduced |
| Goelzer Investment Management, Inc. | 24,321 | $8.40M | 0.45% | +212+0.9% | Added |
| German American Bancorp, Inc. | 24,320 | $8.40M | 0.74% | −580−2.3% | Reduced |
| Caxton Associates LLP | 24,273 | $8.38M | 0.23% | +24,273 | New |
| Parus Finance (UK) Ltd | 24,260 | $8.38M | 2.20% | +24,260 | New |
| Asio Capital, LLC | 24,233 | $8.37M | 1.25% | +3,793+18.6% | Added |
| Alta Capital Management LLC | 24,133 | $8.33M | 0.46% | −97,491−80.2% | Reduced |
| Jefferies Financial Group Inc. | 24,060 | $8.31M | 0.08% | +3,952+19.7% | Added |
| Ally Financial Inc. | 24,000 | $8.29M | 1.02% | +5,000+26.3% | Added |
| Gluskin Sheff & Assoc Inc | 23,993 | $8.28M | 1.05% | +481+2.0% | Added |
| Evexia Wealth LLC | 23,075 | $8.28M | 2.48% | +5,968+34.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 23,948 | $8.27M | 0.55% | −1,072−4.3% | Reduced |
| AIA Group Ltd | 23,940 | $8.27M | 0.15% | +8,588+55.9% | Added |
| Tema ETFs LLC | 23,927 | $8.26M | 0.69% | +17,795+290.2% | Added |
| North Point Portfolio Managers Corp | 23,878 | $8.25M | 1.36% | −445−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 23,866 | $8.24M | 0.07% | −32,083−57.3% | Reduced |
| Banque de Luxembourg S.A. | 23,810 | $8.22M | 4.25% | +8,504+55.6% | Added |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.76% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 23,760 | $8.20M | 1.71% | +13,560+132.9% | Added |
| Kempen Capital Management N.V. | 23,697 | $8.18M | 0.07% | −1,098−4.4% | Reduced |
| Toth Financial Advisory Corp | 23,696 | $8.18M | 0.88% | +2,121+9.8% | Added |
| Synergy Financial Management, LLC | 26,142 | $8.16M | 0.30% | +13,071+100.0% | Added |
| WP Advisors, LLC | 23,569 | $8.14M | 2.07% | +5,266+28.8% | Added |
| First American Bank | 23,122 | $7.98M | 0.50% | −2,498−9.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,949 | $7.98M | 0.19% | −1,690−7.1% | Reduced |
| Westerkirk Capital Inc. | 22,694 | $7.84M | 0.90% | −874−3.7% | Reduced |
| Coldstream Capital Management Inc | 22,645 | $7.82M | 0.11% | +2,217+10.9% | Added |
| Ibex Wealth Advisors | 22,642 | $7.82M | 0.75% | +22,642 | New |
| Valeo Financial Advisors, LLC | 22,553 | $7.79M | 0.18% | +2,380+11.8% | Added |
| Value Partners Investments Inc. | 22,385 | $7.73M | 0.63% | +7,179+47.2% | Added |
| Mattern Capital Management, LLC | 22,349 | $7.72M | 0.91% | +2,295+11.4% | Added |
| McGinn Investment Management, Inc. | 22,300 | $7.70M | 4.51% | +14,015+169.2% | Added |
| Arkadios Wealth Advisors | 22,283 | $7.69M | 0.19% | +2,852+14.7% | Added |
| Group One Trading, L.P. | 22,202 | $7.67M | 0.23% | −22,902−50.8% | Reduced |
| Moneta Group Investment Advisors LLC | 22,154 | $7.65M | 0.06% | +886+4.2% | Added |
| Biondo Investment Advisors, LLC | 22,058 | $7.62M | 0.95% | +1,845+9.1% | Added |
| Tower Research Capital LLC (TRC) | 21,993 | $7.59M | 0.21% | −29,508−57.3% | Reduced |
| Gabelli Funds LLC | 21,985 | $7.59M | 0.05% | −7,185−24.6% | Reduced |
| Marietta Wealth Management, LLC | 21,957 | $7.58M | 0.93% | +1,085+5.2% | Added |
| Ascent Group, LLC | 21,913 | $7.57M | 0.27% | +5,963+37.4% | Added |
| Somerville Kurt F | 21,829 | $7.54M | 1.25% | −1,459−6.3% | Reduced |
| Davy Global Fund Management Ltd | 21,819 | $7.53M | 0.51% | +2,086+10.6% | Added |
| Wetherby Asset Management Inc | 21,774 | $7.52M | 0.31% | +750+3.6% | Added |
| Bretton Capital Management, LLC | 21,700 | $7.49M | 6.32% | +5,000+29.9% | Added |
| Penobscot Investment Management Company, Inc. | 21,697 | $7.49M | 0.58% | +3,774+21.1% | Added |
| Signaturefd, LLC | 21,635 | $7.47M | 0.12% | +3,526+19.5% | Added |
| Checchi Capital Advisers, LLC | 21,571 | $7.45M | 0.51% | −1,245−5.5% | Reduced |
| Bulltick Wealth Management, LLC | 21,455 | $7.41M | 1.75% | −2,490−10.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,308 | $7.36M | 0.38% | +410+2.0% | Added |
| Thompson Siegel & Walmsley LLC | 21,223 | $7.33M | 0.12% | −5,185−19.6% | Reduced |
| CBOE Vest Financial, LLC | 21,209 | $7.32M | 0.10% | +4,191+24.6% | Added |
| Sather Financial Group Inc | 21,075 | $7.28M | 0.40% | +490+2.4% | Added |
| J.W. Cole Advisors, Inc. | 20,880 | $7.21M | 0.14% | +1,236+6.3% | Added |
| ExodusPoint Capital Management, LP | 20,796 | $7.18M | 0.10% | +15,606+300.7% | Added |
| Hilltop Holdings Inc. | 20,728 | $7.16M | 0.38% | −675−3.2% | Reduced |
| Hantz Financial Services, Inc. | 20,710 | $7.15M | 0.11% | −24,838−54.5% | Reduced |
| Kovack Advisors, Inc. | 20,632 | $7.12M | 0.67% | −2,487−10.8% | Reduced |
| San Luis Wealth Advisors LLC | 20,367 | $7.03M | 1.27% | +20,367 | New |
| Harbor Investment Advisory, LLC | 20,358 | $7.03M | 0.58% | −6,986−25.5% | Reduced |
| Greenwich Wealth Management LLC | 20,122 | $6.95M | 0.35% | +302+1.5% | Added |
| Lee Danner & Bass Inc | 20,081 | $6.93M | 0.50% | +923+4.8% | Added |
| CAPROCK Group, Inc. | 22,363 | $6.93M | 0.17% | +22,363 | New |
| Archon Partners LLC | 20,000 | $6.91M | 0.73% | +20,000 | New |
| Capital Investment Advisors, LLC | 19,928 | $6.88M | 0.11% | −472−2.3% | Reduced |
| Evergreen Capital Management LLC | 19,867 | $6.86M | 0.16% | +2,729+15.9% | Added |
| VestGen Advisors, LLC | 19,842 | $6.85M | 0.23% | +11,254+131.0% | Added |
| Crossmark Global Holdings, Inc. | 19,814 | $6.84M | 0.10% | −698−3.4% | Reduced |