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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 2,396 | $790.9K | 0.17% | +245+11.4% | Added |
| Cassia Capital Partners, LLC | 2,398 | $791.7K | 0.43% | −197−7.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,403 | $793.3K | 0.18% | −383−13.7% | Reduced |
| AXS Investments LLC | 2,408 | $794.9K | 0.27% | −333−12.1% | Reduced |
| Keudell/Morrison Wealth Management | 2,412 | $796.2K | 0.17% | +2,412 | New |
| SC&H Financial Advisors, Inc. | 2,415 | $797.1K | 0.12% | +165+7.3% | Added |
| LS Investment Advisors, LLC | 2,425 | $800.5K | 0.11% | +615+34.0% | Added |
| Strategic Financial Services, Inc, | 2,900 | $802.3K | 0.04% | −1,414−32.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,431 | $802.4K | 0.58% | +383+18.7% | Added |
| RBA Wealth Management, LLC | 2,434 | $803.6K | 0.27% | −67−2.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,435 | $803.7K | 0.51% | −106−4.2% | Reduced |
| LVM Capital Management Ltd | 2,440 | $805.0K | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,440 | $805.5K | 0.19% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 2,443 | $806.5K | 0.23% | −59−2.4% | Reduced |
| LPWM LLC | 2,443 | $806.5K | 0.20% | +362+17.4% | Added |
| Wellington Grp LLC | 2,449 | $808.4K | 0.27% | +2,449 | New |
| Nicolet Bankshares Inc | 2,454 | $810.1K | 0.13% | −105−4.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,455 | $810.4K | 0.11% | −224−8.4% | Reduced |
| Riverwater Partners LLC | 2,458 | $811.4K | 0.31% | +45+1.9% | Added |
| Topsail Wealth Management, LLC | 2,459 | $811.7K | 0.12% | +6+0.2% | Added |
| Tweedy, Browne Co LLC | 2,459 | $811.7K | 0.07% | +322+15.1% | Added |
| SeaCrest Wealth Management, LLC | 2,376 | $812.0K | 0.08% | +3+0.1% | Added |
| Garrison Point Advisors, LLC | 2,461 | $812.4K | 0.36% | −190−7.2% | Reduced |
| Alpha Family Trust | 2,475 | $817.0K | 0.37% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,477 | $817.6K | 0.51% | −366−12.9% | Reduced |
| Salvus Wealth Management, LLC | 2,478 | $818.1K | 0.46% | +2,478 | New |
| Syverson Strege & Co | 2,481 | $818.9K | 0.19% | −302−10.9% | Reduced |
| FourThought Financial Partners, LLC | 2,484 | $820.1K | 0.07% | −771−23.7% | Reduced |
| California First Leasing Corp | 2,489 | $821.6K | 0.27% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,476 | $822.4K | 0.01% | −192−7.2% | Reduced |
| FSM Wealth Advisors, LLC | 2,492 | $822.5K | 0.11% | −113−4.3% | Reduced |
| Triumph Capital Management | 2,493 | $823.0K | 0.18% | −3,552−58.8% | Reduced |
| Cornerstone Advisory, LLC | 2,500 | $825.4K | 0.08% | −119−4.5% | Reduced |
| Winthrop Capital Management, LLC | 2,506 | $827.0K | 0.19% | +14+0.6% | Added |
| Voya Financial Advisors, Inc. | 2,518 | $828.2K | 0.08% | −1,471−36.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,513 | $829.5K | 0.32% | −424−14.4% | Reduced |
| Abacus Wealth Partners, LLC | 2,520 | $831.9K | 0.08% | +2,520 | New |
| Analyst IMS Investment Management Services Ltd. | 2,523 | $833.0K | 0.02% | +1,037+69.8% | Added |
| Impact Partnership Wealth, LLC | 2,525 | $833.7K | 0.11% | +347+15.9% | Added |
| Whitener Capital Management, Inc. | 2,529 | $834.8K | 0.19% | +1,872+284.9% | Added |
| Nicholas Hoffman & Company, LLC. | 2,533 | $836.1K | 0.02% | +44+1.8% | Added |
| Fundamentun, LLC | 2,537 | $837.6K | 0.03% | −25−1.0% | Reduced |
| Brand Asset Management Group, Inc. | 2,538 | $837.8K | 0.23% | −145−5.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,543 | $839.5K | 0.04% | +3+0.1% | Added |
| Northland Securities, Inc. | 2,543 | $839.5K | 0.80% | +2,543 | New |
| CFO4Life Group, LLC | 2,545 | $840.3K | 0.12% | −44−1.7% | Reduced |
| Prosperity Financial Group, Inc. | 2,548 | $841.1K | 0.30% | +103+4.2% | Added |
| Trueblood Wealth Management, LLC | 2,549 | $841.3K | 0.33% | −320−11.2% | Reduced |
| Sunpointe, LLC | 2,553 | $842.9K | 0.28% | −15−0.6% | Reduced |
| Hardy Reed LLC | 2,556 | $843.8K | 0.06% | +160+6.7% | Added |
| Nations Financial Group Inc, | 2,563 | $846.2K | 0.04% | +516+25.2% | Added |
| Beacon Financial Group | 2,567 | $847.4K | 0.08% | −46−1.8% | Reduced |
| TownSquare Capital, LLC | 2,570 | $848.3K | 0.19% | −3,207−55.5% | Reduced |
| Stoneridge Investment Partners LLC | 2,585 | $853.0K | 0.59% | +2,585 | New |
| Centurion Wealth Management LLC | 2,590 | $855.0K | 0.19% | −218−7.8% | Reduced |
| Simon Quick Advisors, LLC | 2,598 | $857.5K | 0.04% | −4,682−64.3% | Reduced |
| Rockland Trust Co | 2,604 | $859.6K | 0.03% | −1,679−39.2% | Reduced |
| RKL Wealth Management LLC | 2,610 | $861.7K | 0.07% | +69+2.7% | Added |
| PFW Advisors LLC | 2,612 | $862.2K | 0.26% | −110−4.0% | Reduced |
| Rede Wealth, LLC | 2,617 | $864.0K | 0.30% | +1,768+208.2% | Added |
| Versant Capital Management, Inc | 2,623 | $865.9K | 0.11% | +167+6.8% | Added |
| American Money Management, LLC | 2,630 | $868.1K | 0.14% | +73+2.9% | Added |
| Castle Wealth Management LLC | 2,630 | $868.1K | 0.29% | −1,054−28.6% | Reduced |
| Financial Sense Advisors, Inc. | 2,631 | $868.6K | 0.16% | −97−3.6% | Reduced |
| Barlow Wealth Partners, Inc. | 2,532 | $871.0K | 0.09% | −15−0.6% | Reduced |
| Walsky Investment Management, Inc. | 2,639 | $871.2K | 0.89% | +2,639 | New |
| Drucker Wealth 3.0, LLC | 2,640 | $871.6K | 0.15% | −4,066−60.6% | Reduced |
| Todd Asset Management LLC | 2,641 | $871.8K | 0.02% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 2,642 | $872.2K | 1.05% | +87+3.4% | Added |
| X-Square Capital, LLC | 2,646 | $873.0K | 0.29% | −354−11.8% | Reduced |
| BancorpSouth Bank | 2,648 | $874.1K | 0.05% | −28−1.0% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 2,650 | $874.8K | 0.82% | +2,650 | New |
| Abundance Wealth Counselors | 2,660 | $878.1K | 0.15% | −180−6.3% | Reduced |
| Counterweight Ventures, LLC | 2,668 | $880.7K | 0.49% | −253−8.7% | Reduced |
| Bradyco, Inc. | 2,673 | $882.4K | 1.09% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 2,674 | $882.9K | 0.49% | +2,674 | New |
| DF Dent & Co Inc | 2,677 | $883.7K | 0.01% | −219−7.6% | Reduced |
| KG&L Capital Management,LLC | 2,677 | $883.7K | 0.23% | +871+48.2% | Added |
| KW Wealth Management LLC | 2,677 | $883.8K | 1.34% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,687 | $886.9K | 0.14% | −240−8.2% | Reduced |
| Patton Albertson Miller Group, LLC | 2,688 | $887.3K | 0.10% | +188+7.5% | Added |
| Hartford Funds Management Co LLC | 2,690 | $888.7K | 0.07% | −94−3.4% | Reduced |
| Onefund, LLC | 2,693 | $889.0K | 0.53% | +220+8.9% | Added |
| Camden Capital, LLC | 2,693 | $889.2K | 0.06% | −1,135−29.6% | Reduced |
| Sym Financial Corp | 2,694 | $889.5K | 0.09% | −203−7.0% | Reduced |
| Volterra Technologies LP | 2,700 | $891.3K | 0.91% | +1,915+243.9% | Added |
| Churchill Financial Advisors, LLC | 2,700 | $891.3K | 0.27% | +2,700 | New |
| World Equity Group, Inc. | 2,710 | $894.4K | 0.25% | −45−1.6% | Reduced |
| Meritage Portfolio Management | 2,711 | $894.9K | 0.06% | −100−3.6% | Reduced |
| Prelude Capital Management, LLC | 2,711 | $894.9K | 0.07% | +2,711 | New |
| Strategic Blueprint, LLC | 2,713 | $895.7K | 0.05% | −1,396−34.0% | Reduced |
| PCM Encore, LLC | 2,725 | $899.4K | 0.19% | +2,725 | New |
| Westbourne Investment Advisors, Inc. | 2,725 | $899.5K | 0.25% | −143−5.0% | Reduced |
| Income Insurance Ltd | 2,725 | $899.5K | 0.58% | +2,725 | New |
| Main Street Financial Solutions, LLC | 2,725 | $899.6K | 0.07% | −662−19.5% | Reduced |
| MJP Associates Inc | 2,728 | $900.6K | 0.11% | +520+23.6% | Added |
| Bank of Hawaii | 2,731 | $901.5K | 0.04% | −41−1.5% | Reduced |
| 3Chopt Investment Partners, LLC | 2,732 | $901.9K | 0.20% | +396+17.0% | Added |
| Ellis Investment Partners, LLC | 2,733 | $902.4K | 0.16% | −754−21.6% | Reduced |
| EdgeRock Capital LLC | 2,737 | $903.7K | 0.24% | +60+2.2% | Added |