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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 1,600 | $528.3K | 0.10% | +18+1.1% | Added |
| CVA Family Office, LLC | 1,603 | $529.1K | 0.06% | −481−23.1% | Reduced |
| Fell Capital Management | 1,608 | $530.8K | 0.52% | +1,608 | New |
| Banco BTG Pactual S.A. | 1,609 | $531.1K | 0.09% | −15,357−90.5% | Reduced |
| Womack Financial LLC | 1,613 | $532.5K | 0.39% | +31+2.0% | Added |
| Hamilton Point Investment Advisors, LLC | 1,614 | $532.7K | 0.08% | −57−3.4% | Reduced |
| Root Financial Partners, LLC | 1,617 | $533.9K | 0.03% | −1−0.1% | Reduced |
| Sage Investment Advisers LLC | 1,619 | $534.5K | 0.40% | +1,619 | New |
| Intellus Advisors LLC | 1,621 | $535.1K | 0.07% | −11−0.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,621 | $535.2K | 0.28% | +6+0.4% | Added |
| Portside Wealth Group, LLC | 1,621 | $535.2K | 0.07% | +234+16.9% | Added |
| Axis Wealth Partners, LLC | 1,622 | $535.6K | 0.30% | −9−0.6% | Reduced |
| Clearwave Capital, LLC | 1,628 | $537.5K | 0.40% | +1,628 | New |
| Eagle Wealth Advisors LLC | 1,629 | $537.7K | 0.46% | +1,629 | New |
| K.J. Harrison & Partners Inc | 1,634 | $539.4K | 0.07% | −250−13.3% | Reduced |
| Odyssey Capital Advisors, Inc. | 1,635 | $539.8K | 0.48% | +1,635 | New |
| Droms Strauss Advisors Inc | 1,637 | $540.4K | 0.14% | −8−0.5% | Reduced |
| Soundwatch Capital LLC | 1,642 | $542.0K | 0.08% | +16+1.0% | Added |
| Genesee Capital Advisors, LLC | 1,643 | $542.3K | 0.22% | +218+15.3% | Added |
| Summit Wealth Group, LLC | 1,645 | $543.0K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Group | 1,647 | $543.8K | 0.04% | −61−3.6% | Reduced |
| CLG LLC | 1,648 | $543.9K | 0.14% | −162−9.0% | Reduced |
| MV Capital Management, Inc. | 1,648 | $544.0K | 0.05% | −33−2.0% | Reduced |
| Arvest Bank Trust Division | 1,654 | $546.0K | 0.03% | −69−4.0% | Reduced |
| Voleon Capital Management LP | 1,659 | $547.7K | 0.01% | −8,574−83.8% | Reduced |
| Thomasville National Bank | 1,659 | $547.7K | 0.03% | +10+0.6% | Added |
| Retirement Planning Group, LLC | 1,662 | $548.8K | 0.37% | +2+0.1% | Added |
| Claris Advisors, LLC | 1,663 | $549.0K | 0.17% | −24−1.4% | Reduced |
| Scientech Research LLC | 1,665 | $549.6K | 0.35% | −1,522−47.8% | Reduced |
| Echo Wealth Management, LLC | 1,669 | $551.0K | 0.32% | −376−18.4% | Reduced |
| Thrive Wealth Management, LLC | 1,671 | $551.5K | 0.08% | −160−8.7% | Reduced |
| Bienville Capital Management, LLC | 1,677 | $553.7K | 0.09% | +11+0.7% | Added |
| Detalus Advisors, LLC | 1,681 | $555.0K | 0.14% | +117+7.5% | Added |
| Camden National Bank | 1,684 | $555.9K | 0.08% | −281−14.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,686 | $556.6K | 0.10% | +128+8.2% | Added |
| First Growth Capital LLC | 2,000 | $557.9K | 0.50% | +2,000 | New |
| Agate Pass Investment Management, LLC | 1,691 | $558.2K | 0.21% | +59+3.6% | Added |
| Jacobs Equity LLC | 1,693 | $558.9K | 0.54% | +1,693 | New |
| Copley Financial Group, Inc. | 1,698 | $560.5K | 0.35% | −151−8.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,699 | $561.0K | 0.40% | +1+0.1% | Added |
| Mad River Investors | 1,700 | $561.2K | 0.26% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,704 | $562.3K | 0.37% | −473−21.7% | Reduced |
| Facet Wealth, Inc. | 1,915 | $562.9K | 0.01% | +780+68.7% | Added |
| Mizuho Markets Cayman LP | 1,707 | $563.5K | 0.03% | −10,022−85.4% | Reduced |
| McAdam, LLC | 1,708 | $563.7K | 0.03% | +287+20.2% | Added |
| Valtinson Bruner Financial Planning LLC | 1,708 | $563.7K | 0.16% | −49−2.8% | Reduced |
| Franklin Street Advisors Inc | 1,711 | $564.8K | 0.03% | −20−1.2% | Reduced |
| Birch Financial Group, LLC | 1,712 | $565.0K | 0.32% | −375−18.0% | Reduced |
| Park Edge Advisors, LLC | 1,712 | $565.2K | 0.13% | +380+28.5% | Added |
| Means Investment Co., Inc. | 1,712 | $565.3K | 0.05% | −121−6.6% | Reduced |
| Pacitti Group Inc. | 1,715 | $566.1K | 0.21% | +1,715 | New |
| Altfest L J & Co Inc | 1,721 | $568.2K | 0.06% | −4,492−72.3% | Reduced |
| 1015 Capital Partners, LLC | 1,724 | $569.1K | 0.56% | +1,724 | New |
| Lifeworks Advisors, LLC | 1,726 | $569.8K | 0.07% | +131+8.2% | Added |
| Waddell & Associates, LLC | 1,728 | $570.6K | 0.04% | −236−12.0% | Reduced |
| 44 Wealth Management LLC | 1,730 | $571.1K | 0.19% | +385+28.6% | Added |
| FRG Family Wealth Advisors LLC | 1,732 | $571.8K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,734 | $572.4K | 0.10% | −903−34.2% | Reduced |
| Element Wealth, LLC | 1,737 | $573.5K | 0.24% | +23+1.3% | Added |
| Jackson Thornton Asset Management, LLC | 1,647 | $574.8K | 0.05% | −99−5.7% | Reduced |
| Trust Co of the South | 1,744 | $575.7K | 0.09% | −446−20.4% | Reduced |
| Narus Financial Partners, LLC | 1,745 | $576.2K | 0.16% | +88+5.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,746 | $576.4K | 0.33% | +29+1.7% | Added |
| Weaver Consulting Group | 1,748 | $577.1K | 0.14% | +33+1.9% | Added |
| Manske Wealth Management | 1,750 | $577.7K | 0.17% | +291+19.9% | Added |
| My Personal CFO, LLC | 1,754 | $579.0K | 0.24% | −76−4.2% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $579.0K | 0.43% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,754 | $579.1K | 0.27% | +95+5.7% | Added |
| Sage Private Wealth Group, LLC | 1,754 | $579.1K | 0.31% | +31+1.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 1,755 | $579.3K | 0.19% | +1,755 | New |
| Spectrum Planning & Advisory Services Inc. | 1,766 | $582.9K | 0.30% | +82+4.9% | Added |
| 1st Source Bank | 1,768 | $583.6K | 0.03% | −160−8.3% | Reduced |
| Cromwell Holdings LLC | 1,770 | $584.3K | 0.32% | +755+74.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,774 | $585.7K | 0.04% | −1,167−39.7% | Reduced |
| Atlas Capital Advisors LLC | 1,778 | $586.9K | 0.07% | +1,778 | New |
| Winch Advisory Services, LLC | 1,778 | $587.0K | 0.13% | +48+2.8% | Added |
| Sierra Capital LLC | 1,779 | $587.0K | 0.06% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 1,779 | $587.3K | 0.21% | +1,779 | New |
| Farmers Trust Co | 1,781 | $587.9K | 0.10% | −301−14.5% | Reduced |
| Cypress Wealth Services, LLC | 1,783 | $588.5K | 0.08% | +207+13.1% | Added |
| Everpar Advisors LLC | 1,788 | $590.2K | 0.22% | +215+13.7% | Added |
| Factorial Partners, LLC | 1,800 | $594.2K | 0.39% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,804 | $595.5K | 0.03% | +77+4.5% | Added |
| Coco Enterprises, LLC | 1,804 | $595.5K | 0.30% | −17−0.9% | Reduced |
| Coastwise Capital Group, LLC | 1,806 | $596.3K | 0.30% | −571−24.0% | Reduced |
| waypoint wealth counsel | 1,807 | $596.6K | 0.22% | +59+3.4% | Added |
| Elevation Wealth Management LLC | 1,809 | $597.1K | 0.57% | +1,809 | New |
| White Lighthouse Investment Management Inc. | 1,816 | $599.6K | 0.08% | −63−3.4% | Reduced |
| Foundation Wealth Management, LLC | 1,820 | $600.8K | 0.22% | −10−0.5% | Reduced |
| North Star Investment Management Corp. | 1,821 | $601.2K | 0.04% | +77+4.4% | Added |
| Renasant Bank | 1,825 | $602.5K | 0.41% | −244−11.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,825 | $602.6K | 0.08% | +71+4.0% | Added |
| Anchyra Partners LLC | 1,828 | $603.4K | 0.19% | +1,828 | New |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $604.4K | 0.00% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,832 | $605.1K | 0.17% | +291+18.9% | Added |
| Cambient Family Office, LLC | 1,834 | $605.4K | 0.09% | +1,834 | New |
| RB Capital Management, LLC | 1,834 | $605.6K | 0.12% | −739−28.7% | Reduced |
| Magnetar Financial LLC | 1,835 | $605.8K | 0.01% | +1,835 | New |
| Apeiron RIA LLC | 2,120 | $605.9K | 0.12% | −35−1.6% | Reduced |
| Flaharty Asset Management, LLC | 1,838 | $606.7K | 0.08% | 00.0% | Unchanged |