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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| A4 Wealth Advisors LLC | 1,232 | $406.8K | 0.35% | −850−40.8% | Reduced |
| Verus Capital Partners, LLC | 1,233 | $407.1K | 0.03% | +157+14.6% | Added |
| Ullmann Financial Group, Inc. | 1,192 | $407.2K | 0.04% | +12+1.0% | Added |
| Verum Partners LLC | 1,236 | $407.9K | 0.08% | −438−26.2% | Reduced |
| Quad-Cities Investment Group, LLC | 1,236 | $408.0K | 0.17% | +7+0.6% | Added |
| DDFG, Inc | 1,238 | $408.8K | 0.09% | −9−0.7% | Reduced |
| Riversedge Advisors, LLC | 1,242 | $410.1K | 0.07% | +107+9.4% | Added |
| Successful Portfolios LLC | 1,194 | $410.7K | 0.21% | +30+2.6% | Added |
| TigerOak Management, L.L.C. | 1,245 | $411.0K | 0.13% | −107−7.9% | Reduced |
| First City Capital Management, Inc. | 1,246 | $411.3K | 0.22% | −75−5.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,246 | $411.3K | 0.07% | +26+2.1% | Added |
| Penobscot Wealth Management | 1,247 | $411.7K | 0.13% | −23−1.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,248 | $411.9K | 0.05% | −36−2.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,248 | $411.9K | 0.11% | −395−24.0% | Reduced |
| Centerpoint Advisors, LLC | 1,252 | $413.0K | 0.13% | −9−0.7% | Reduced |
| Hanlon Investment Management, Inc. | 1,253 | $413.6K | 0.23% | +216+20.8% | Added |
| Fullerton Fund Management Co Ltd. | 1,255 | $414.3K | 0.02% | +1,255 | New |
| One Wealth Advisors, LLC | 1,255 | $414.3K | 0.05% | −292−18.9% | Reduced |
| Arcataur Capital Management LLC | 1,258 | $415.3K | 0.12% | +5+0.4% | Added |
| Hamilton Capital, LLC | 1,258 | $415.4K | 0.02% | +1,258 | New |
| Crescent Grove Advisors, LLC | 1,264 | $417.1K | 0.04% | +2+0.2% | Added |
| Ewa, LLC | 1,265 | $417.7K | 0.10% | +41+3.3% | Added |
| Ionic Capital Management LLC | 1,268 | $418.6K | 0.41% | +1,268 | New |
| Seamount Financial Group Inc | 1,269 | $418.9K | 0.19% | −15−1.2% | Reduced |
| Maple Capital Management, Inc. | 1,270 | $419.2K | 0.03% | −291−18.6% | Reduced |
| Wilian Securities, LLC | 1,271 | $419.5K | 0.45% | +1,271 | New |
| 180 Wealth Advisors, LLC | 1,275 | $420.8K | 0.05% | +68+5.6% | Added |
| XML Financial, LLC | 1,276 | $421.3K | 0.03% | −131−9.3% | Reduced |
| Fortress Private Ledger, LLC | 1,277 | $421.4K | 0.14% | +249+24.2% | Added |
| Elevate Capital Advisors, LLC | 1,284 | $423.9K | 0.28% | +1,284 | New |
| Twin Peaks Wealth Advisors, LLC | 1,543 | $425.3K | 0.12% | −341−18.1% | Reduced |
| Summit Wealth Group LLC | 1,289 | $425.5K | 0.06% | −5,094−79.8% | Reduced |
| IMZ Advisory Inc | 1,291 | $426.1K | 0.16% | +44+3.5% | Added |
| Heritage Wealth Management, Inc. | 1,294 | $427.2K | 0.12% | +21+1.6% | Added |
| Stephenson National Bank & Trust | 1,294 | $427.2K | 0.12% | +651+101.2% | Added |
| NavPoint Financial, Inc. | 1,294 | $427.3K | 0.18% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 1,297 | $428.2K | 0.23% | +111+9.4% | Added |
| Frazier Financial Advisors, LLC | 1,298 | $428.5K | 0.25% | +449+52.9% | Added |
| Legacy Advisors, LLC | 1,298 | $428.5K | 0.05% | +306+30.8% | Added |
| Brown, Lisle/Cummings, Inc. | 1,299 | $428.8K | 0.11% | −45−3.3% | Reduced |
| Tillman Hartley LLC | 1,299 | $428.8K | 0.11% | +194+17.6% | Added |
| PeakShares LLC | 1,299 | $428.8K | 0.42% | +1,299 | New |
| Dala Group, LLC | 1,299 | $428.9K | 0.37% | +1,299 | New |
| Paragon Private Wealth Management, LLC | 1,299 | $428.9K | 0.13% | +212+19.5% | Added |
| Profit Investment Management, LLC | 1,304 | $430.5K | 1.74% | −101−7.2% | Reduced |
| Park National Corp | 1,304 | $430.5K | 0.01% | 00.0% | Unchanged |
| Merited Wealth, LLC | 1,304 | $430.5K | 0.40% | +1,304 | New |
| Cypress Capital, LLC | 1,306 | $431.2K | 0.12% | −86−6.2% | Reduced |
| Blalock Williams, LLC | 1,308 | $431.8K | 0.35% | −88−6.3% | Reduced |
| Eddie Patel Inc | 1,311 | $432.7K | 0.32% | +1,311 | New |
| RFP Financial Group LLC | 1,311 | $432.8K | 0.21% | −274−17.3% | Reduced |
| TBH Global Asset Management, LLC | 1,313 | $433.4K | 0.08% | +430+48.7% | Added |
| Northside Capital Management, LLC | 1,313 | $433.4K | 0.04% | −4,106−75.8% | Reduced |
| Bannerstone Capital Management, LLC | 1,314 | $433.8K | 0.42% | +1,314 | New |
| Asset Planning,Inc | 1,315 | $434.0K | 0.30% | −544−29.3% | Reduced |
| Malaga Cove Capital, LLC | 1,316 | $434.4K | 0.15% | +1,316 | New |
| First Command Advisory Services, Inc. | 1,317 | $434.8K | 0.00% | +117+9.8% | Added |
| Aviso Wealth Management | 1,317 | $435.0K | 0.18% | +257+24.2% | Added |
| Wealth Management Associates, Inc. | 1,320 | $435.6K | 0.15% | +16+1.2% | Added |
| Mindset Wealth Management, LLC | 1,322 | $436.5K | 0.11% | −217−14.1% | Reduced |
| Salomon & Ludwin, LLC | 1,278 | $437.1K | 0.04% | −65−4.8% | Reduced |
| Dynasty Wealth Management, LLC | 1,324 | $437.2K | 0.00% | +518+64.3% | Added |
| Winthrop Advisory Group LLC | 1,322 | $437.4K | 0.04% | −131−9.0% | Reduced |
| Washington Capital Management Inc | 1,325 | $437.4K | 0.35% | +50+3.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,331 | $439.4K | 0.12% | −39−2.8% | Reduced |
| Apollon Financial, LLC | 1,332 | $439.5K | 0.06% | +85+6.8% | Added |
| Brady Martz Wealth Solutions, LLC | 1,332 | $439.7K | 0.08% | −68−4.9% | Reduced |
| Prairiewood Capital, LLC | 1,336 | $441.2K | 0.14% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 1,338 | $441.7K | 0.25% | +1,338 | New |
| Asset Advisory Group, Inc. | 1,340 | $442.3K | 0.22% | +1,340 | New |
| Tandem Investment Advisors, Inc. | 1,341 | $442.7K | 0.02% | +459+52.0% | Added |
| Stiles Financial Services Inc | 1,344 | $443.7K | 0.14% | +1+0.1% | Added |
| Aire Advisors, LLC | 1,345 | $443.8K | 0.08% | −387−22.3% | Reduced |
| Lantz Financial LLC | 1,345 | $444.0K | 0.09% | +7+0.5% | Added |
| First Western Trust Bank | 1,345 | $444.0K | 0.02% | +33+2.5% | Added |
| Navis Wealth Advisors, LLC | 1,345 | $444.0K | 0.19% | +1,345 | New |
| Covestor Ltd | 1,345 | $444.0K | 0.23% | −209−13.4% | Reduced |
| Vantus Wealth LLC | 1,347 | $444.7K | 0.33% | +1,347 | New |
| DV Equities, LLC | 1,349 | $445.3K | 0.08% | +1,349 | New |
| Washington Trust Co | 1,351 | $445.8K | 0.01% | −114−7.8% | Reduced |
| Hengehold Capital Management LLC | 1,351 | $446.0K | 0.04% | −109−7.5% | Reduced |
| Birinyi Associates Inc | 1,350 | $446.0K | 0.11% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 1,351 | $446.1K | 0.12% | −466−25.6% | Reduced |
| Dean Investment Associates, LLC | 1,352 | $446.3K | 0.06% | −1,585−54.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,352 | $446.3K | 0.09% | −7−0.5% | Reduced |
| Terry L. Blaker | 1,357 | $448.0K | 0.02% | −200−12.8% | Reduced |
| Cahaba Wealth Management, Inc. | 1,357 | $448.0K | 0.03% | +12+0.9% | Added |
| Optimize Financial Inc | 1,359 | $448.6K | 0.23% | +16+1.2% | Added |
| Virtue Capital Management, LLC | 1,334 | $448.8K | 0.07% | −3,822−74.1% | Reduced |
| Burns J W & Co Inc | 1,362 | $449.6K | 0.05% | +81+6.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,362 | $449.6K | 0.01% | −93−6.4% | Reduced |
| Range Advisory, LLC | 1,362 | $449.7K | 0.12% | +1,362 | New |
| KC Investment Advisors, LLC | 1,363 | $449.9K | 0.11% | −29−2.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,364 | $450.3K | 0.02% | +264+24.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $450.6K | 0.06% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 1,365 | $450.6K | 0.34% | 00.0% | Unchanged |
| First Financial Corp | 1,366 | $450.9K | 0.17% | −37−2.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,367 | $451.3K | 0.21% | +7+0.5% | Added |
| BG Investment Services, Inc. | 1,368 | $451.5K | 0.40% | −324−19.1% | Reduced |
| MRP Capital Investments, LLC | 1,370 | $452.3K | 0.38% | +475+53.1% | Added |