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
- 3,311
- +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
- 1,115 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 |
|---|---|---|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 1,374 | $453.7K | 0.14% | −468−25.4% | Reduced |
| Exeter Financial, LLC | 1,377 | $454.7K | 0.19% | +227+19.7% | Added |
| Diligent Investors, LLC | 1,379 | $455.2K | 0.11% | −19−1.4% | Reduced |
| Lansing Street Advisors | 1,381 | $455.7K | 0.12% | −445−24.4% | Reduced |
| MainStreet Investment Advisors LLC | 1,385 | $457.2K | 0.07% | −2,160−60.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,387 | $457.8K | 0.07% | +282+25.5% | Added |
| Octavia Wealth Advisors, LLC | 1,387 | $457.9K | 0.04% | +78+6.0% | Added |
| Proathlete Wealth Management LLC | 1,388 | $458.5K | 0.13% | +6+0.4% | Added |
| GW Henssler & Associates Ltd | 1,390 | $458.9K | 0.02% | −120−7.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,393 | $459.7K | 0.15% | −540−27.9% | Reduced |
| Xxi Wealth, LLC | 1,394 | $460.1K | 0.28% | +1,394 | New |
| GSB Wealth Management, LLC | 1,396 | $460.9K | 0.10% | +124+9.7% | Added |
| D.B. Root & Company, LLC | 1,397 | $461.2K | 0.11% | −653−31.9% | Reduced |
| Provident Investment Management, Inc. | 1,401 | $462.5K | 0.04% | −667−32.3% | Reduced |
| Aspire Growth Partners LLC | 1,402 | $462.7K | 0.32% | +28+2.0% | Added |
| Code Waechter LLC | 1,402 | $462.9K | 0.30% | +391+38.7% | Added |
| Next Level Private LLC | 1,402 | $462.9K | 0.12% | +163+13.2% | Added |
| Clark Financial Services Group Inc | 1,354 | $463.1K | 0.25% | +13+1.0% | Added |
| Sound Income Strategies, LLC | 1,402 | $464.0K | 0.02% | +53+3.9% | Added |
| LeConte Wealth Management, LLC | 1,407 | $464.5K | 0.30% | +55+4.1% | Added |
| Byrne Asset Management LLC | 1,413 | $466.4K | 0.26% | – | – |
| Holistic Financial Partners | 1,414 | $466.7K | 0.17% | −271−16.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,414 | $466.8K | 0.00% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,416 | $467.4K | 0.09% | +23+1.7% | Added |
| Pointe Capital Management LLC | 1,416 | $467.4K | 0.23% | +55+4.0% | Added |
| Legacy Wealth Advisors, LLC | 1,416 | $467.4K | 0.31% | +1,416 | New |
| Sunbelt Securities, Inc. | 1,416 | $467.5K | 0.03% | +66+4.9% | Added |
| Harmony Asset Management LLC | 1,417 | $467.6K | 0.16% | +748+111.8% | Added |
| Sandro Wealth Management LLC | 1,418 | $468.2K | 0.39% | +1,418 | New |
| CCM Investment Advisers LLC | 1,420 | $468.8K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,423 | $469.7K | 0.04% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 1,429 | $471.6K | 0.26% | +9+0.6% | Added |
| BFSG, LLC | 1,430 | $472.1K | 0.05% | −709−33.1% | Reduced |
| Croban | 1,431 | $472.3K | 0.23% | +1,431 | New |
| Capital Advisory Group Advisory Services, LLC | 1,432 | $472.7K | 0.14% | −214−13.0% | Reduced |
| XY Planning Network, Inc. | 1,433 | $473.0K | 0.08% | +679+90.1% | Added |
| Midland Wealth Advisors LLC | 1,434 | $473.4K | 0.02% | −615−30.0% | Reduced |
| Prudent Man Advisors, LLC | 1,434 | $473.4K | 0.17% | −2,207−60.6% | Reduced |
| Sagewood Asset Management LP | 1,434 | $473.4K | 0.17% | +1,434 | New |
| Wealth Enhancement Trust Services, Inc. | 1,434 | $473.4K | 0.06% | +1,434 | New |
| Focused Alpha, LLC | 1,435 | $473.6K | 0.14% | +1,435 | New |
| MEMBERS Trust Co | 1,436 | $474.0K | 0.02% | −97−6.3% | Reduced |
| Chesapeake Asset Management LLC | 1,439 | $475.2K | 0.39% | +68+5.0% | Added |
| General Partner, Inc. | 1,446 | $477.3K | 0.27% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,447 | $477.5K | 0.00% | −633−30.4% | Reduced |
| Aurora Private Wealth, Inc. | 1,449 | $478.0K | 0.31% | +1,449 | New |
| Pekin Hardy Strauss, Inc. | 1,449 | $478.2K | 0.04% | −3,986−73.3% | Reduced |
| Affinity Investment Advisors, LLC | 1,450 | $478.7K | 0.32% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 1,452 | $479.2K | 0.42% | +322+28.5% | Added |
| Private Advisory Group LLC | 1,455 | $480.3K | 0.04% | +681+88.0% | Added |
| Mosley Wealth Management | 1,301 | $481.6K | 0.22% | +1,301 | New |
| Laurel Oak Wealth Management, LLC | 1,472 | $486.0K | 0.08% | +1,472 | New |
| Waldron Private Wealth LLC | 1,477 | $487.6K | 0.02% | +271+22.5% | Added |
| Gratus Wealth Advisors, LLC | 1,479 | $488.2K | 0.07% | −430−22.5% | Reduced |
| Summit Financial Strategies, Inc. | 1,482 | $489.1K | 0.04% | −255−14.7% | Reduced |
| South Plains Financial, Inc. | 1,482 | $489.2K | 0.29% | −125−7.8% | Reduced |
| Tompkins Financial Corp | 1,482 | $489.2K | 0.04% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 1,484 | $489.9K | 0.19% | +1,484 | New |
| J. Goldman & Co LP | 1,486 | $490.5K | 0.02% | +1,486 | New |
| QTR Family Wealth, LLC | 1,799 | $491.4K | 0.22% | −345−16.1% | Reduced |
| Enterprise Financial Services Corp | 1,492 | $492.5K | 0.25% | +131+9.6% | Added |
| Buska Wealth Management, LLC | 1,492 | $492.5K | 0.18% | −2−0.1% | Reduced |
| Corsicana & Co. | 1,498 | $494.5K | 0.28% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,499 | $494.8K | 1.13% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,503 | $496.2K | 0.17% | −10−0.7% | Reduced |
| Paladin Advisory Group, LLC | 1,505 | $496.8K | 0.36% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,509 | $498.2K | 0.21% | −49−3.1% | Reduced |
| Fiduciary Group LLC | 1,514 | $499.8K | 0.04% | −1,946−56.2% | Reduced |
| SageGuard Financial Group, LLC | 1,517 | $500.7K | 0.08% | +1,517 | New |
| Traynor Capital Management, Inc. | 1,519 | $501.3K | 0.03% | +364+31.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,520 | $501.6K | 0.03% | −2,917−65.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,523 | $502.8K | 0.28% | 00.0% | Unchanged |
| Bank of Stockton | 1,528 | $504.4K | 0.14% | −318−17.2% | Reduced |
| Ambassador Advisors, LLC | 1,532 | $505.7K | 0.07% | −375−19.7% | Reduced |
| Phillips Wealth Planners LLC | 1,456 | $506.3K | 0.41% | −662−31.3% | Reduced |
| Gilbert & Cook, Inc. | 1,535 | $506.7K | 0.06% | −25−1.6% | Reduced |
| Falcon Wealth Planning | 1,535 | $506.7K | 0.04% | +201+15.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,535 | $506.9K | 0.10% | −7−0.5% | Reduced |
| J. Derek Lewis & Associates Inc. | 1,539 | $508.1K | 0.12% | +1,539 | New |
| VeraBank, N.A. | 1,542 | $509.0K | 0.09% | −51−3.2% | Reduced |
| Ames National Corp | 1,549 | $511.3K | 0.30% | −330−17.6% | Reduced |
| AlphaStar Capital Management, LLC | 1,560 | $515.1K | 0.04% | −15,620−90.9% | Reduced |
| CNB Bank | 1,564 | $516.3K | 0.21% | −481−23.5% | Reduced |
| Jacobsen Capital Management | 1,564 | $516.3K | 0.17% | +359+29.8% | Added |
| HF Advisory Group, LLC | 1,565 | $516.6K | 0.18% | −993−38.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,566 | $517.0K | 0.06% | +16+1.0% | Added |
| First National Bank Sioux Falls | 1,570 | $518.3K | 0.16% | +45+3.0% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1,571 | $518.6K | 0.49% | +1,571 | New |
| Columbia Asset Management | 1,585 | $523.2K | 0.09% | −1,290−44.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,586 | $523.4K | 0.11% | −876−35.6% | Reduced |
| Elyxium Wealth, LLC | 1,586 | $523.5K | 0.15% | −132−7.7% | Reduced |
| Tortuga Wealth Management, Inc | 1,589 | $524.6K | 0.55% | +1,589 | New |
| Heck Capital Advisors, LLC | 1,589 | $524.6K | 0.04% | −447−22.0% | Reduced |
| 49 Wealth Management, LLC | 1,592 | $525.6K | 0.04% | +735+85.8% | Added |
| Sig Brokerage, LP | 1,594 | $526.2K | 0.18% | +1,594 | New |
| Horizon Kinetics Asset Management LLC | 1,595 | $526.5K | 0.01% | −100−5.9% | Reduced |
| Golden State Wealth Management, LLC | 1,597 | $527.3K | 0.06% | +147+10.1% | Added |
| BDFS Capital LLC | 1,598 | $527.5K | 0.27% | +1,598 | New |
| Rexford Capital Inc | 1,598 | $527.5K | 0.40% | +12+0.8% | Added |
| Harbor Advisors LLC | 1,600 | $528.2K | 0.08% | 00.0% | Unchanged |