Skip to main content

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; 3,394 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, Q4 2025

Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
3,312
+209 vs. Q3 2025
Shares held
751.7M
+19.3M (+2.6%) vs. Q3 2025
Total value
$248.2B
−$4.65B (−1.8%) vs. Q3 2025
New holders
423
1,116 more added
Sold out
214
1,499 more reduced

66 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 3,312 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2025: $248.2B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2025.

Institutions holding UNH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Chelsea Counsel Co1$3310.00%00.0%Unchanged
Bear Mountain Capital, Inc.1$3390.00%00.0%Unchanged
Benson Wealth Management INC2$6600.00%+2New
Accordant Advisory Group Inc2$6610.00%00.0%Unchanged
Hoey Investments, Inc3$9910.00%00.0%Unchanged
Orion Capital Management LLC4$1.32K0.00%00.0%Unchanged
VELA Investment Management, LLC4$1.32K0.00%00.0%Unchanged
Financially Speaking Inc4$1.32K0.00%00.0%Unchanged
Osbon Capital Management LLC4$1.32K0.00%+4New
Bridge Generations Wealth Management LLC4$1.32K0.00%00.0%Unchanged
Bullock Wealth Management Group4$1.33K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC6$1.98K0.00%00.0%Unchanged
Sawyer & Company, Inc6$1.98K0.00%00.0%Unchanged
Arcadia Investment Management Corp6$1.98K0.00%+6New
Cypress Capital Management LLC (WY)6$1.98K0.00%+6New
Richardson Capital Management LLC7$2.31K0.00%+2+40.0%Added
Gilpin Wealth Management, LLC7$2.31K0.00%+7New
Networth Advisors, LLC7$2.31K0.00%+7New
PFS Partners, LLC8$2.64K0.00%00.0%Unchanged
Stephens Consulting, LLC8$2.64K0.00%+8New
Battery Global Advisors, LLC6$2.92K0.00%−53−89.8%Reduced
Tripletail Wealth Management, LLC9$2.97K0.00%00.0%Unchanged
HFM Investment Advisors, LLC9$2.97K0.00%+4+80.0%Added
Mountain Hill Investment Partners Corp.10$3.30K0.00%00.0%Unchanged
Breakwater Investment Management10$3.30K0.00%−3−23.1%Reduced
Fairway Wealth LLC11$3.63K0.00%00.0%Unchanged
Sunrise Financial Services, LLC11$3.63K0.00%+11New
Catherine Avery Investment Management LLC13$4.29K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.16$4.59K0.00%+16New
Global Wealth Strategies & Associates14$4.62K0.00%−12−46.2%Reduced
Luken Investment Analytics, LLC14$4.62K0.00%+14New
Nvest Wealth Strategies, Inc.14$4.62K0.00%+14New
LM Advisors LLC1,625$4.92K0.10%−3,114−65.7%Reduced
United Financial Planning Group LLC15$4.95K0.00%+15New
Beutel, Goodman & Co Ltd.18$5.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$5.28K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co16$5.28K0.00%+16New
Cedar Wealth Management, LLC17$5.72K0.00%00.0%Unchanged
CGC Financial Services, LLC18$5.94K0.00%−23−56.1%Reduced
Goodman Advisory Group, LLC18$5.94K0.00%00.0%Unchanged
Westend Capital Management, LLC19$6.27K0.00%00.0%Unchanged
Bare Financial Services, Inc19$6.27K0.00%+10+111.1%Added
Luminist Capital LLC20$6.60K0.01%00.0%Unchanged
CDKV Holdings LLC21$6.82K0.01%+21New
Bradley & Co. Private Wealth Management, LLC21$6.93K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC21$6.93K0.00%+13+162.5%Added
Financial Connections Group, Inc.24$7.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC22$7.26K0.00%+5+29.4%Added
Bellevue Asset Management, LLC22$7.26K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.23$7.59K0.00%+23New
Decker Retirement Planning Inc.23$7.64K0.00%00.0%Unchanged
Clark Wealth Partners23$7.65K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.24$7.92K0.00%−16−40.0%Reduced
Farmers & Merchants Trust Co of Chambersburg PA25$8.00K0.00%−203−89.0%Reduced
SWAN Capital LLC24$8.04K0.00%+20+500.0%Added
Minot DeBlois Advisors LLC25$8.25K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC25$8.25K0.00%+25New
PayPay Securities Corp27$8.91K0.26%+2+8.0%Added
Old Second National Bank of Aurora29$9.57K0.00%+29New
Winnow Wealth LLC29$9.60K0.01%+3+11.5%Added
Fairman Group, LLC30$9.90K0.01%−33−52.4%Reduced
Clal Insurance Enterprises Holdings Ltd31$10.0K0.00%−15−32.6%Reduced
Compass Financial Services Inc31$10.2K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.31$10.2K0.01%+31New
NVWM, LLC33$10.9K0.00%−6−15.4%Reduced
LFA - Lugano Financial Advisors SA33$10.9K0.01%00.0%Unchanged
Chapman Financial Group, LLC33$10.9K0.01%00.0%Unchanged
Godsey & Gibb Associates33$10.9K0.00%+8+32.0%Added
Itau Unibanco Holding S.A.33$10.9K0.00%+15+83.3%Added
Carolina Wealth Advisors, LLC36$11.9K0.01%00.0%Unchanged
Basso Capital Management, L.P.36$11.9K0.01%+36New
Estate Planners Group, LLC38$12.5K0.01%+38New
DecisionPoint Financial, LLC39$12.9K0.00%+6+18.2%Added
RMG Wealth Management LLC38$13.4K0.00%00.0%Unchanged
Atomic Invest LLC41$13.5K0.01%+41New
Halbert Hargrove Global Advisors, LLC41$13.5K0.00%−93−69.4%Reduced
Tacita Capital Inc42$13.9K0.01%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.51$14.6K0.01%−842−94.3%Reduced
WealthCollab, LLC45$14.9K0.01%−41−47.7%Reduced
Seneschal Advisors, LLC46$15.2K0.01%00.0%Unchanged
Mechanics Financial Corp47$15.5K0.01%−932−95.2%Reduced
Imprint Wealth LLC47$15.5K0.07%−49−51.0%Reduced
Rogco, LP47$15.5K0.01%00.0%Unchanged
Bank & Trust Co47$15.5K0.01%+47New
1 North Wealth Services LLC48$15.8K0.01%+28+140.0%Added
MidAtlantic Capital Management, Inc.49$16.2K0.01%+49New
Principia Wealth Advisory, LLC51$16.8K0.01%+5+10.9%Added
Marshall & Sterling Wealth Advisors Inc.51$16.9K0.01%−126−71.2%Reduced
Navigoe, LLC54$17.0K0.01%00.0%Unchanged
WFA of San Diego, LLC52$17.2K0.01%−400−88.5%Reduced
Pflug Koory, LLC52$17.2K0.01%−2−3.7%Reduced
Ankerstar Wealth, LLC52$17.2K0.02%+52New
Insight Financial Services55$18.4K0.01%+22+66.7%Added
Wolverine Asset Management LLC56$18.5K0.00%+56New
Knott David M Jr57$18.8K0.01%00.0%Unchanged
eCIO, Inc.57$18.8K0.01%+57New
Maseco LLP58$19.2K0.00%−7−10.8%Reduced
Mendota Financial Group, LLC60$19.8K0.01%−120−66.7%Reduced
CrossGen Wealth, LLC60$19.8K0.02%+60New
Hamrick Investment Counsel, llc60$19.8K0.01%+60New