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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 2,114 | $697.9K | 0.01% | −809−27.7% | Reduced |
| SFMG, LLC | 2,118 | $699.2K | 0.05% | −14−0.7% | Reduced |
| Cambridge Advisors Inc. | 2,122 | $700.5K | 0.13% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,127 | $702.1K | 0.08% | −93−4.2% | Reduced |
| Rossmore Private Capital | 2,130 | $703.2K | 0.06% | −23−1.1% | Reduced |
| Waterloo Capital, L.P. | 2,131 | $703.6K | 0.05% | −3,929−64.8% | Reduced |
| Westover Capital Advisors, LLC | 2,138 | $705.8K | 0.13% | −22−1.0% | Reduced |
| LMCG Investments, LLC | 2,139 | $706.1K | 0.04% | −1,817−45.9% | Reduced |
| LRI Investments, LLC | 18,805 | $708.9K | 0.06% | +278+1.5% | Added |
| TCM Advisors, LLC | – | $709.4K | 0.60% | – | – |
| Havemeyer Place LP | 2,156 | $711.7K | 0.14% | +2,156 | New |
| Coastal Investment Advisors, Inc. | 2,157 | $711.9K | 0.23% | +183+9.3% | Added |
| Presidio Capital Management, LLC | 2,159 | $712.7K | 0.21% | +244+12.7% | Added |
| Basecamp Wealth Advisors LLC | 2,161 | $713.4K | 0.15% | +2,161 | New |
| Taylor & Morgan Wealth Management, LLC | 2,163 | $714.0K | 0.40% | +1,502+227.2% | Added |
| SHP Wealth Management | 2,161 | $714.3K | 0.06% | +2,161 | New |
| Seven Mile Advisory | 2,164 | $714.3K | 0.12% | +1,315+154.9% | Added |
| Wallace Capital Management Inc. | 2,164 | $714.4K | 0.09% | +45+2.1% | Added |
| Beacon Investment Advisory Services, Inc. | 2,170 | $716.3K | 0.03% | +232+12.0% | Added |
| Diamant Asset Management, Inc. | 2,170 | $716.3K | 0.52% | +250+13.0% | Added |
| Retirement Planning Group | 2,175 | $717.8K | 0.02% | −84−3.7% | Reduced |
| Beaumont Financial Advisors, LLC | 2,175 | $717.9K | 0.05% | −1,216−35.9% | Reduced |
| Fort Point Capital Partners LLC | 2,118 | $717.9K | 0.09% | +500+30.9% | Added |
| Granite Harbor Advisors, Inc. | 2,180 | $719.6K | 0.30% | +326+17.6% | Added |
| Northbridge Financial Group, LLC | 2,182 | $720.2K | 0.32% | +2,182 | New |
| Wilson & Boucher Capital Management, LLC | 2,184 | $720.9K | 0.47% | −89−3.9% | Reduced |
| Smith, Moore & Co. | 2,184 | $721.1K | 0.05% | −87−3.8% | Reduced |
| McDonald Partners LLC | 2,188 | $722.3K | 0.23% | −1,625−42.6% | Reduced |
| Wall Street Access Asset Management, LLC | 2,191 | $723.1K | 0.17% | +116+5.6% | Added |
| Oxbow Advisors, LLC | 2,198 | $725.6K | 0.06% | +2,198 | New |
| Abacus Planning Group, Inc. | 2,199 | $725.9K | 0.10% | +218+11.0% | Added |
| Sims Investment Management, LLC | 2,201 | $726.7K | 0.26% | +483+28.1% | Added |
| Spirepoint Private Client, LLC | 2,207 | $728.6K | 0.07% | −172−7.2% | Reduced |
| Virtue Asset Management LLC | 2,212 | $730.2K | 0.58% | +379+20.7% | Added |
| AXA S.A. | 2,213 | $730.5K | 0.35% | −382−14.7% | Reduced |
| Element Pointe Advisors, LLC | 2,215 | $731.2K | 0.14% | −160−6.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,652 | $731.8K | 0.21% | +95+3.7% | Added |
| Harbor Group, Inc. | 2,221 | $733.1K | 0.11% | −55−2.4% | Reduced |
| Financial Security Advisor, Inc. | 2,221 | $733.3K | 0.14% | −35−1.6% | Reduced |
| Absolute Capital Management, LLC | 2,222 | $733.5K | 0.27% | +2,222 | New |
| Redwood Family Wealth LLC | 2,224 | $734.2K | 0.73% | +2,224 | New |
| Gateway Wealth Partners, LLC | 2,226 | $734.8K | 0.08% | −377−14.5% | Reduced |
| Inspire Advisors, LLC | 2,228 | $735.4K | 0.07% | +169+8.2% | Added |
| Invera Wealth Advisors, LLC | 2,228 | $735.5K | 0.46% | +436+24.3% | Added |
| Sunflower Bank, N.A. | 2,229 | $735.8K | 0.19% | +313+16.3% | Added |
| Advisory Research Inc | 2,242 | $740.1K | 0.09% | −352−13.6% | Reduced |
| Tower Bridge Advisors | 2,243 | $740.3K | 0.07% | −853−27.6% | Reduced |
| Kavar Capital Partners Group, LLC | 2,245 | $741.1K | 0.10% | +639+39.8% | Added |
| Strategies Wealth Advisors, LLC | 2,247 | $741.9K | 0.07% | +61+2.8% | Added |
| Harbour Trust & Investment Management Co | 2,249 | $742.4K | 0.08% | −12,460−84.7% | Reduced |
| Pettee Investors, Inc. | 2,255 | $744.4K | 0.42% | −653−22.5% | Reduced |
| Cardiff Park Advisors, LLC | 2,258 | $745.4K | 0.06% | −86−3.7% | Reduced |
| Boothbay Fund Management, LLC | 2,277 | $751.7K | 0.02% | −9,151−80.1% | Reduced |
| CRA Financial Services, LLC | 2,278 | $752.0K | 0.10% | −171−7.0% | Reduced |
| Empirical Asset Management, LLC | 5,625 | $752.2K | 0.21% | −276−4.7% | Reduced |
| Wealthcare Capital Partners, LLC | 2,281 | $752.8K | 0.35% | −37,566−94.3% | Reduced |
| Allred Capital Management, LLC | 2,281 | $753.0K | 0.27% | −809−26.2% | Reduced |
| Gladius Capital Management LP | 2,283 | $753.6K | 0.93% | −510−18.3% | Reduced |
| Rational Advisors LLC | 2,295 | $757.6K | 0.08% | +2,037+789.5% | Added |
| Stonebrook Private Inc. | 2,300 | $759.1K | 0.16% | −3,956−63.2% | Reduced |
| Connective Portfolio Management, LLC | 2,300 | $759.3K | 1.37% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 2,300 | $759.3K | 0.51% | −25−1.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,300 | $759.4K | 0.18% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 2,301 | $759.6K | 0.40% | +2,301 | New |
| Armstrong Advisory Group, Inc | 2,302 | $760.0K | 0.05% | +7+0.3% | Added |
| Bigelow Investment Advisors, LLC | 2,304 | $760.6K | 0.30% | −11−0.5% | Reduced |
| Sentry Investment Management LLC | 2,315 | $764.0K | 0.50% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,315 | $764.2K | 0.19% | −1,527−39.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,316 | $764.6K | 0.14% | +72+3.2% | Added |
| Quadcap Wealth Management, LLC | 2,317 | $764.8K | 0.09% | −283−10.9% | Reduced |
| Park Place Capital Corp | 2,318 | $765.2K | 0.16% | −285−10.9% | Reduced |
| Natural Investments, LLC | 2,323 | $766.0K | 0.19% | −174−7.0% | Reduced |
| TritonPoint Partners, LLC | 2,321 | $766.1K | 0.41% | +2,321 | New |
| Legacy Financial Advisors, Inc. | 2,322 | $766.4K | 0.11% | −1,215−34.4% | Reduced |
| Cim Investment Mangement Inc | 2,325 | $767.5K | 0.20% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,338 | $771.7K | 0.26% | +67+3.0% | Added |
| Convergence Investment Partners, LLC | 2,338 | $771.9K | 0.15% | −39−1.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,338 | $771.9K | 0.25% | −129−5.2% | Reduced |
| Vivaldi Capital Management, LLC | 2,340 | $772.3K | 0.11% | −22−0.9% | Reduced |
| Resolute Wealth Strategies, LLC | 2,346 | $774.4K | 0.34% | −112−4.6% | Reduced |
| Consilium Wealth Advisory, LLC | 2,348 | $775.1K | 0.29% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 2,352 | $776.0K | 0.01% | +437+22.8% | Added |
| Tempus Wealth Planning, LLC | 2,354 | $777.0K | 0.18% | +1,314+126.3% | Added |
| West Michigan Advisors, LLC | 2,355 | $777.3K | 0.18% | −410−14.8% | Reduced |
| Alpha Financial Advisors, LLC | 2,359 | $778.7K | 0.24% | −84−3.4% | Reduced |
| Chatham Capital Group, Inc. | 2,361 | $779.4K | 0.11% | −381−13.9% | Reduced |
| Spinnaker Investment Group, LLC | 2,364 | $780.4K | 0.14% | +132+5.9% | Added |
| BSW Wealth Partners | 2,365 | $780.6K | 0.09% | +440+22.9% | Added |
| Drive Wealth Management, LLC | 2,367 | $781.3K | 0.15% | +304+14.7% | Added |
| Twelve Points Wealth Management LLC | 2,271 | $781.4K | 0.18% | −905−28.5% | Reduced |
| Cox Capital Mgt LLC | 2,345 | $782.9K | 0.49% | −2,108−47.3% | Reduced |
| Burford Brothers, Inc. | 2,375 | $784.1K | 0.32% | −448−15.9% | Reduced |
| Lakeshore Capital Group, Inc. | 2,376 | $784.2K | 0.63% | +79+3.4% | Added |
| Armis Advisers, LLC | 2,849 | $785.0K | 0.09% | −1,688−37.2% | Reduced |
| Parcion Private Wealth LLC | 2,382 | $786.3K | 0.05% | −70−2.9% | Reduced |
| Cornercap Investment Counsel Inc | 2,385 | $787.3K | 0.39% | −32−1.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,391 | $789.3K | 0.24% | +207+9.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,400 | $789.5K | 0.04% | +2,400 | New |
| Golden State Equity Partners | 2,394 | $790.3K | 0.13% | +25+1.1% | Added |
| George Kaiser Family Foundation | 2,395 | $790.6K | 0.11% | 00.0% | Unchanged |