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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Secured Retirement Advisors, LLC | 1,839 | $607.0K | 0.34% | +47+2.6% | Added |
| Smart Portfolios, LLC | 1,840 | $607.4K | 0.60% | −32−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,841 | $607.7K | 0.01% | −582−24.0% | Reduced |
| Brookwood Investment Group LLC | 1,842 | $608.0K | 0.07% | −1,474−44.5% | Reduced |
| Florida Financial Advisors, LLC | 1,850 | $608.7K | 0.17% | −95−4.9% | Reduced |
| Evernest Financial Advisors, LLC | 2,208 | $608.8K | 0.13% | −1,032−31.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,850 | $610.8K | 0.06% | +14+0.8% | Added |
| PUREfi Wealth, LLC | 1,853 | $611.8K | 0.47% | +23+1.3% | Added |
| Winthrop Partners - WNY, LLC | 1,857 | $613.0K | 0.33% | +1,857 | New |
| Argyle Capital Partners, LLC | 1,859 | $613.7K | 0.45% | +131+7.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,177 | $615.4K | 0.01% | +44+2.1% | Added |
| Weinberger Asset Management, Inc | 1,868 | $616.8K | 0.22% | −263−12.3% | Reduced |
| a16z Perennial Management, L.P. | 1,879 | $620.3K | 0.05% | −10−0.5% | Reduced |
| 55 North Private Wealth, LLC | 1,886 | $622.6K | 0.16% | +1,886 | New |
| Moseley Investment Management Inc | 1,893 | $624.9K | 0.19% | +278+17.2% | Added |
| Finer Wealth Management, Inc. | 1,900 | $627.2K | 0.30% | +859+82.5% | Added |
| Wealth Group Ltd | 1,905 | $628.9K | 0.14% | +165+9.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,908 | $629.9K | 0.17% | +436+29.6% | Added |
| Evanson Asset Management, LLC | 1,909 | $630.2K | 0.03% | +1,018+114.3% | Added |
| Pinnacle Bancorp, Inc. | 1,909 | $630.2K | 0.18% | −9−0.5% | Reduced |
| Lauer Wealth, LLC | 1,818 | $630.6K | 0.48% | +47+2.7% | Added |
| Peak Asset Management, LLC | 1,912 | $631.2K | 0.11% | −30−1.5% | Reduced |
| Parisi Gray Wealth Management | 1,920 | $633.7K | 0.14% | +1+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 1,922 | $634.5K | 0.01% | +212+12.4% | Added |
| Prasad Wealth Partners, LLC | 1,923 | $634.8K | 0.17% | +5+0.3% | Added |
| EMC Capital Management | 1,850 | $636.0K | 0.28% | −400−17.8% | Reduced |
| Ethos Financial Group, LLC | 1,928 | $636.5K | 0.05% | +244+14.5% | Added |
| First Bank & Trust | 1,934 | $638.4K | 0.10% | +42+2.2% | Added |
| SGL Investment Advisors, Inc. | 2,378 | $638.6K | 0.26% | −4−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,935 | $638.8K | 0.27% | +311+19.2% | Added |
| ORG Partners LLC | 1,941 | $641.1K | 0.11% | +1,026+112.1% | Added |
| Winton Group Ltd | 1,944 | $641.7K | 0.02% | +1,944 | New |
| Godshalk Welsh Capital Management, Inc. | 1,945 | $642.1K | 0.37% | −100−4.9% | Reduced |
| Breakwater Capital Group | 1,948 | $643.1K | 0.09% | −3−0.2% | Reduced |
| WMS Group LLC | 1,949 | $643.4K | 0.82% | +1,949 | New |
| Financial Network Wealth Management LLC | 1,951 | $644.0K | 0.20% | −79−3.9% | Reduced |
| Brevan Howard Capital Management LP | 1,951 | $644.0K | 0.01% | −17,417−89.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,952 | $644.4K | 0.07% | +27+1.4% | Added |
| Sterling Investment Counsel, LLC | 1,274 | $644.5K | 0.18% | +1,274 | New |
| MBL Wealth, LLC | 1,960 | $647.0K | 0.05% | +127+6.9% | Added |
| Simmons Bank | 1,966 | $649.0K | 0.04% | −207−9.5% | Reduced |
| WealthTrust Axiom LLC | 1,966 | $649.0K | 0.17% | +37+1.9% | Added |
| Keb Asset Management, LLC | 1,967 | $649.3K | 0.13% | +55+2.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,967 | $649.4K | 0.04% | +476+31.9% | Added |
| Wisconsin Wealth Advisors, LLC | 1,968 | $649.8K | 0.64% | −193−8.9% | Reduced |
| HCR Wealth Advisors | 1,979 | $653.3K | 0.06% | −108−5.2% | Reduced |
| Wellington Shields & Co., LLC | 1,980 | $653.5K | 0.16% | +1,044+111.5% | Added |
| Willner & Heller, LLC | 1,984 | $655.0K | 0.47% | −58−2.8% | Reduced |
| Shepherd Street Advisors LLC | 1,986 | $655.6K | 0.63% | +1,986 | New |
| Cornerstone Wealth Management, LLC | 1,987 | $656.0K | 0.03% | −68−3.3% | Reduced |
| First American Trust, FSB | 1,992 | $657.5K | 0.05% | −307−13.4% | Reduced |
| Dorato Capital Management | 1,964 | $657.9K | 0.49% | +1,964 | New |
| Canandaigua National Bank & Trust Co | 1,993 | $657.9K | 0.06% | −331−14.2% | Reduced |
| Englebert Financial Advisers, LLC | 1,993 | $657.9K | 0.76% | +1,993 | New |
| Ardent Capital Management, Inc. | 1,995 | $658.6K | 0.26% | −32−1.6% | Reduced |
| Sentinus, LLC | 1,996 | $658.9K | 0.06% | +970+94.5% | Added |
| Landing Point Financial Group, LLC | 1,997 | $659.2K | 0.33% | +67+3.5% | Added |
| Accuvest Global Advisors | 2,000 | $660.0K | 0.49% | +2,000 | New |
| Cruiser Capital Advisors, LLC | 2,000 | $660.2K | 0.68% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,001 | $660.5K | 0.17% | −57−2.8% | Reduced |
| Paulson Wealth Management Inc. | 2,005 | $661.9K | 0.15% | −499−19.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,007 | $662.4K | 0.41% | −33−1.6% | Reduced |
| Sterling Investment Management, Inc. | 2,008 | $662.9K | 0.38% | −2,277−53.1% | Reduced |
| Silicon Valley Capital Partners | 2,009 | $663.1K | 0.06% | −1,582−44.1% | Reduced |
| KFG Wealth Management, LLC | 2,017 | $665.7K | 0.09% | −325−13.9% | Reduced |
| Cambria Investment Management, L.P. | 2,017 | $665.8K | 0.04% | +447+28.5% | Added |
| Mach-1 Financial Group, Inc. | 2,024 | $668.4K | 0.14% | +2,024 | New |
| Wilkins Investment Counsel Inc | 2,025 | $668.5K | 0.10% | −190−8.6% | Reduced |
| Huntleigh Advisors, Inc. | 2,027 | $668.7K | 0.11% | −515−20.3% | Reduced |
| Cascade Financial Partners, LLC | 2,027 | $669.2K | 0.07% | +19+0.9% | Added |
| Certified Advisory Corp | 2,027 | $669.3K | 0.06% | +215+11.9% | Added |
| McLean Asset Management Corp | 2,000 | $669.8K | 0.12% | +32+1.6% | Added |
| IPG Investment Advisors LLC | 2,029 | $669.8K | 0.12% | −400−16.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,031 | $670.7K | 0.26% | −251−11.0% | Reduced |
| Sawgrass Asset Management LLC | 2,033 | $671.1K | 0.08% | +118+6.2% | Added |
| Intrua Financial, LLC | 2,034 | $671.5K | 0.07% | −128−5.9% | Reduced |
| Coppell Advisory Solutions LLC | 2,023 | $672.0K | 0.07% | +309+18.0% | Added |
| CoreFirst Bank & Trust | 2,039 | $673.1K | 0.36% | −180−8.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,039 | $673.1K | 0.07% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,040 | $673.5K | 0.11% | +32+1.6% | Added |
| Navellier & Associates Inc | 2,043 | $674.5K | 0.08% | +8+0.4% | Added |
| Harbour Wealth Management Group, Inc. | 2,044 | $674.7K | 0.53% | +2,044 | New |
| Crews Bank & Trust | 2,054 | $678.0K | 0.10% | −102−4.7% | Reduced |
| TopTier Wealth Management, LLC | 2,055 | $678.2K | 0.46% | +2,055 | New |
| Yoffe Investment Management, LLC | 2,058 | $679.2K | 0.87% | +10.0% | Added |
| Coastal Bridge Advisors, LLC | 2,061 | $680.1K | 0.05% | +76+3.8% | Added |
| Altus Wealth Group LLC | 2,069 | $683.0K | 0.27% | +2,069 | New |
| N.E.W. Advisory Services LLC | 2,069 | $683.0K | 0.05% | −224−9.8% | Reduced |
| Baron Wealth Management LLC | 2,074 | $684.7K | 0.21% | +146+7.6% | Added |
| Synergy Investment Management, LLC | 2,076 | $685.2K | 0.24% | +190+10.1% | Added |
| Amplius Wealth Advisors, LLC | 2,076 | $685.2K | 0.06% | −21−1.0% | Reduced |
| Eads & Heald Wealth Management | 2,090 | $689.9K | 0.33% | −600−22.3% | Reduced |
| Sovran Advisors, LLC | 2,041 | $691.9K | 0.06% | +12+0.6% | Added |
| Nabity-Jensen Investment Management Inc | 2,099 | $692.9K | 0.47% | +14+0.7% | Added |
| Coign Capital Advisors LLC | 2,100 | $693.2K | 0.36% | −59−2.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,101 | $693.5K | 0.08% | +16+0.8% | Added |
| Grant Private Wealth Management Inc | 2,104 | $694.6K | 0.42% | +134+6.8% | Added |
| Lumbard & Kellner, LLC | 2,108 | $695.9K | 0.24% | +10+0.5% | Added |
| Atlas Legacy Advisors, LLC | 2,100 | $697.5K | 0.12% | +7+0.3% | Added |
| Future Financial Wealth Managment LLC | 2,061 | $697.5K | 0.47% | +300+17.0% | Added |