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 |
|---|---|---|---|---|---|
| Permanens Capital L.P. | 19,784 | $6.83M | 1.02% | +13,247+202.6% | Added |
| AlTi Global, Inc. | 19,759 | $6.82M | 0.16% | +9,082+85.1% | Added |
| Advisors Capital Management, LLC | 19,731 | $6.81M | 0.08% | −148−0.7% | Reduced |
| Puzo Michael J | 19,605 | $6.77M | 1.85% | +2,952+17.7% | Added |
| Broderick Brian C | 19,590 | $6.76M | 1.28% | −2,781−12.4% | Reduced |
| Schmidt P J Investment Management Inc | 19,452 | $6.72M | 1.11% | −1,205−5.8% | Reduced |
| Stenger Family Office, LLC | 18,294 | $6.70M | 1.41% | +748+4.3% | Added |
| Brevan Howard Capital Management LP | 19,368 | $6.69M | 0.10% | −57,207−74.7% | Reduced |
| BNP Paribas | 19,351 | $6.68M | 0.20% | +8,843+84.2% | Added |
| Tradition Wealth Management, LLC | 19,266 | $6.65M | 0.49% | +1,764+10.1% | Added |
| APG Asset Management US Inc. | 19,083 | $6.65M | 0.05% | 00.0% | Unchanged |
| Clough Capital Partners L P | 19,210 | $6.63M | 0.59% | −77,581−80.2% | Reduced |
| Evoke Wealth, LLC | 19,172 | $6.62M | 0.14% | +856+4.7% | Added |
| Hudson Valley Investment Advisors Inc | 19,125 | $6.60M | 0.69% | −273−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,277 | $6.58M | 0.14% | −2,158−10.6% | Reduced |
| YHB Investment Advisors, Inc. | 19,055 | $6.58M | 0.48% | −10,550−35.6% | Reduced |
| Bell Asset Management Ltd | 19,029 | $6.57M | 1.80% | −8,953−32.0% | Reduced |
| Ceera Investments, LLC | 19,029 | $6.57M | 2.05% | +19,029 | New |
| Two Sigma Investments, LP | 19,027 | $6.57M | 0.01% | −737,479−97.5% | Reduced |
| Cullen Investment Group, Ltd. | 18,242 | $6.57M | 0.87% | +2,866+18.6% | Added |
| Allen Capital Group, LLC | 18,810 | $6.50M | 0.62% | +2,633+16.3% | Added |
| Summit Financial, LLC | 18,787 | $6.49M | 0.10% | +2,171+13.1% | Added |
| Unison Asset Management LLC | 18,776 | $6.48M | 3.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 18,877 | $6.47M | 0.44% | −397−2.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,720 | $6.46M | 1.37% | −71−0.4% | Reduced |
| Stokes Capital Advisors, LLC | 18,670 | $6.45M | 1.50% | −80.0% | Reduced |
| TCG Advisory Services, LLC | 18,529 | $6.40M | 0.24% | −2,342−11.2% | Reduced |
| Mutual Advisors, LLC | 17,728 | $6.39M | 0.14% | −3,492−16.5% | Reduced |
| Farther Finance Advisors, LLC | 18,451 | $6.37M | 0.10% | +2,333+14.5% | Added |
| Axxcess Wealth Management, LLC | 18,291 | $6.32M | 0.13% | −1,621−8.1% | Reduced |
| Robeco Schweiz AG | 18,261 | $6.31M | 0.14% | −1,864−9.3% | Reduced |
| MMBG Investment Advisors Co. | 18,243 | $6.30M | 0.56% | +3,145+20.8% | Added |
| Bensler, LLC | 18,235 | $6.30M | 0.65% | +1,422+8.5% | Added |
| Greenleaf Trust | 18,175 | $6.28M | 0.06% | +588+3.3% | Added |
| Citizens National Bank Trust Department | 18,022 | $6.22M | 1.11% | −182−1.0% | Reduced |
| Roundview Capital LLC | 17,959 | $6.20M | 0.39% | +2,070+13.0% | Added |
| Triglav Skladi, D.O.O. | 17,956 | $6.20M | 0.41% | +11,830+193.1% | Added |
| Ritholtz Wealth Management | 17,953 | $6.20M | 0.12% | +3,943+28.1% | Added |
| Integrated Advisors Network LLC | 17,947 | $6.20M | 0.26% | +10,211+132.0% | Added |
| Agf Management Ltd | 17,916 | $6.19M | 0.03% | −22−0.1% | Reduced |
| Vision Financial Markets LLC | 17,900 | $6.18M | 5.28% | +12,200+214.0% | Added |
| Clear Street Markets LLC | 17,882 | $6.17M | 2.03% | +14,808+481.7% | Added |
| Ledyard National Bank | 17,812 | $6.15M | 0.55% | +347+2.0% | Added |
| Avidity Partners Management LP | 17,800 | $6.15M | 1.40% | −14,200−44.4% | Reduced |
| Brookstone Capital Management | 17,715 | $6.12M | 0.07% | +464+2.7% | Added |
| NorthRock Partners, LLC | 17,702 | $6.11M | 0.11% | +6,034+51.7% | Added |
| Inspire Trust Co, N.A. | 17,700 | $6.11M | 1.11% | +2,700+18.0% | Added |
| Bearing Point Capital, LLC | 17,573 | $6.07M | 1.04% | +479+2.8% | Added |
| Clearstead Advisors, LLC | 17,476 | $6.03M | 0.09% | −952−5.2% | Reduced |
| Spire Wealth Management | 17,401 | $6.01M | 0.20% | +807+4.9% | Added |
| Lake Street Financial LLC | 17,392 | $6.01M | 0.77% | +177+1.0% | Added |
| Foundations Investment Advisors, LLC | 17,355 | $5.99M | 0.09% | −43,691−71.6% | Reduced |
| Pure Financial Advisors, Inc. | 17,347 | $5.99M | 0.10% | +1,471+9.3% | Added |
| Brown Brothers Harriman & Co | 17,271 | $5.96M | 0.04% | +3,506+25.5% | Added |
| Cohen Klingenstein LLC | 17,250 | $5.96M | 0.19% | +50+0.3% | Added |
| Great Waters Wealth Management | 17,246 | $5.96M | 0.70% | −20.0% | Reduced |
| AlphaStar Capital Management, LLC | 17,180 | $5.93M | 0.51% | +16,273+1,794.2% | Added |
| Annex Advisory Services, LLC | 17,178 | $5.93M | 0.13% | −840−4.7% | Reduced |
| Kornitzer Capital Management Inc | 17,162 | $5.93M | 0.12% | +1,400+8.9% | Added |
| BDF-Gestion | 17,138 | $5.92M | 0.70% | −3,565−17.2% | Reduced |
| Meridian Wealth Management, LLC | 17,116 | $5.91M | 0.23% | −3,068−15.2% | Reduced |
| Hodges Capital Management Inc. | 17,062 | $5.89M | 0.50% | +17,062 | New |
| Buckhead Capital Management LLC | 16,967 | $5.86M | 2.13% | +1,203+7.6% | Added |
| Banco BTG Pactual S.A. | 16,966 | $5.86M | 0.86% | +16,966 | New |
| Bryn Mawr Trust Co | 16,891 | $5.83M | 0.14% | −9,722−36.5% | Reduced |
| Ausdal Financial Partners, Inc. | 16,865 | $5.82M | 0.28% | +5,322+46.1% | Added |
| Verdence Capital Advisors LLC | 15,827 | $5.79M | 0.33% | −235−1.5% | Reduced |
| Consolidated Investment Group LLC | 16,750 | $5.78M | 0.71% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 16,746 | $5.78M | 0.56% | +8,849+112.1% | Added |
| DC Investments Management, LLC | 16,692 | $5.76M | 2.39% | +16,692 | New |
| Eisler Capital Management Ltd. | 16,677 | $5.75M | 0.13% | −37,039−69.0% | Reduced |
| Blue Fin Capital, Inc. | 16,655 | $5.75M | 0.90% | −65−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 16,628 | $5.74M | 0.18% | −686−4.0% | Reduced |
| Nicholas Company, Inc. | 16,547 | $5.71M | 0.10% | −96,080−85.3% | Reduced |
| Altrafin AG | 16,505 | $5.70M | 1.81% | +3,047+22.6% | Added |
| Olstein Capital Management, L.P. | 16,500 | $5.70M | 1.08% | −8,500−34.0% | Reduced |
| Vise Technologies, Inc. | 16,477 | $5.69M | 0.21% | −6,486−28.2% | Reduced |
| Winmill & Co. Inc | 16,475 | $5.69M | 1.38% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 16,453 | $5.68M | 0.33% | +2,709+19.7% | Added |
| Bridger Management, LLC | 16,450 | $5.68M | 3.06% | +16,450 | New |
| Venturi Wealth Management, LLC | 16,450 | $5.68M | 0.26% | +4,460+37.2% | Added |
| Bellecapital International Ltd. | 16,448 | $5.68M | 0.92% | +37+0.2% | Added |
| Sigma Planning Corp | 16,398 | $5.66M | 0.16% | +767+4.9% | Added |
| Litman Gregory Asset Management LLC | 16,343 | $5.64M | 0.42% | −7,317−30.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,326 | $5.64M | 0.46% | +449+2.8% | Added |
| Morse Asset Management, Inc | 16,277 | $5.62M | 1.12% | −709−4.2% | Reduced |
| KMG Fiduciary Partners, LLC | 16,268 | $5.62M | 0.38% | +1,383+9.3% | Added |
| Chemistry Wealth Management LLC | 16,199 | $5.59M | 1.08% | +6,022+59.2% | Added |
| Rakuten Securities, Inc. | 16,194 | $5.59M | 2.06% | +7,375+83.6% | Added |
| Ballentine Partners, LLC | 16,169 | $5.58M | 0.08% | −80−0.5% | Reduced |
| Griffin Asset Management, Inc. | 16,059 | $5.55M | 0.62% | +2,120+15.2% | Added |
| Mission Wealth Management, LP | 16,050 | $5.54M | 0.11% | −1,300−7.5% | Reduced |
| Blue Edge Capital, LLC | 16,013 | $5.53M | 0.79% | −627−3.8% | Reduced |
| St Germain D J Co Inc | 15,966 | $5.51M | 0.22% | −390−2.4% | Reduced |
| Banque Cantonale Vaudoise | 15,950 | $5.51M | 0.21% | −1,165−6.8% | Reduced |
| Buckingham Strategic Partners | 16,437 | $5.50M | 0.06% | +7,252+79.0% | Added |
| Genus Capital Management Inc. | 15,921 | $5.50M | 0.64% | +15,921 | New |
| Stolper Co | 15,916 | $5.50M | 1.67% | +10.0% | Added |
| GM Advisory Group, Inc. | 15,853 | $5.47M | 0.23% | −1,656−9.5% | Reduced |
| Wedmont Private Capital | 15,040 | $5.47M | 0.20% | +4,011+36.4% | Added |