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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 2,742 | $905.4K | 0.31% | −403−12.8% | Reduced |
| Tempo Wealth, LLC | 2,749 | $907.3K | 0.16% | +2,749 | New |
| Silver Oak Securities, Inc | 2,740 | $910.2K | 0.06% | +292+11.9% | Added |
| EPG Wealth Management LLC | 2,760 | $911.1K | 0.25% | −124−4.3% | Reduced |
| Persistent Asset Partners Ltd | 2,766 | $913.1K | 0.44% | −9,297−77.1% | Reduced |
| National Wealth Management Group, LLC | 2,766 | $913.2K | 0.32% | −2,452−47.0% | Reduced |
| Lodestone Wealth Management LLC | 2,767 | $913.3K | 0.37% | +372+15.5% | Added |
| SNS Financial Group, LLC | 2,770 | $914.3K | 0.08% | −46−1.6% | Reduced |
| BAM Wealth Management, LLC | 2,770 | $914.4K | 0.66% | −244−8.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,775 | $916.1K | 0.06% | −86−3.0% | Reduced |
| Victory Financial Group, LLC | 2,779 | $917.5K | 0.12% | −135−4.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,790 | $921.0K | 0.06% | −459−14.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,800 | $924.3K | 0.16% | +20+0.7% | Added |
| American State Bank (Iowa) | 2,805 | $926.0K | 0.45% | +547+24.2% | Added |
| Morris Retirement Advisors, LLC | 2,806 | $926.3K | 0.39% | +303+12.1% | Added |
| Austin Private Wealth, LLC | 2,809 | $927.2K | 0.07% | +50+1.8% | Added |
| LGT Fund Management Co Ltd. | 2,793 | $927.7K | 0.07% | −25,000−90.0% | Reduced |
| Stokes Family Office, LLC | 2,817 | $929.9K | 0.09% | −316−10.1% | Reduced |
| Vectors Research Management, LLC | 2,831 | $934.5K | 0.29% | 00.0% | Unchanged |
| Trust Point Inc. | 2,831 | $934.5K | 0.07% | +189+7.2% | Added |
| Monte Financial Group, LLC | 2,845 | $939.1K | 0.35% | −3−0.1% | Reduced |
| Independent Investors Inc | 2,845 | $939.2K | 0.17% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 2,819 | $941.3K | 0.62% | +12+0.4% | Added |
| SmartHarvest Portfolios, LLC | 2,854 | $942.1K | 0.33% | +2,854 | New |
| Brady Family Wealth, LLC | 2,855 | $942.5K | 0.29% | −831−22.5% | Reduced |
| Baldwin Investment Management, LLC | 2,874 | $948.7K | 0.11% | −375−11.5% | Reduced |
| Saxon Interests, Inc. | 2,875 | $948.9K | 0.34% | −455−13.7% | Reduced |
| Lee Financial Co | 2,876 | $949.4K | 0.13% | −514−15.2% | Reduced |
| LJI Wealth Management, LLC | 2,883 | $951.7K | 0.15% | +117+4.2% | Added |
| Culbertson A N & Co Inc | 2,885 | $952.4K | 0.13% | −290−9.1% | Reduced |
| Prentice Wealth Management LLC | 2,887 | $952.9K | 0.22% | +7+0.2% | Added |
| TLWM | 2,895 | $955.7K | 0.17% | +59+2.1% | Added |
| AlphaGrep UK Ltd | 2,902 | $958.0K | 0.32% | +2,902 | New |
| Andrews Advisory Associates, LLC | 2,903 | $958.2K | 0.51% | +2,903 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,904 | $958.8K | 0.28% | +229+8.6% | Added |
| BCS Wealth Management | 2,912 | $961.3K | 0.10% | +1,226+72.7% | Added |
| Transcend Wealth Collective, LLC | 2,921 | $964.1K | 0.07% | −206−6.6% | Reduced |
| BKD Wealth Advisors, LLC | 2,939 | $970.2K | 0.02% | −483−14.1% | Reduced |
| RiverFront Investment Group, LLC | 2,940 | $970.5K | 0.02% | +338+13.0% | Added |
| Cypress Advisory Group LLC | 2,944 | $971.8K | 0.71% | −30−1.0% | Reduced |
| Tolleson Wealth Management, Inc. | 2,947 | $972.8K | 0.14% | −82−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 2,948 | $973.2K | 0.07% | +242+8.9% | Added |
| Buckley Wealth Management, LLC | 2,953 | $974.8K | 0.26% | −128−4.2% | Reduced |
| Everett Harris & Co | 2,953 | $974.8K | 0.01% | +440+17.5% | Added |
| West Paces Advisors Inc. | 2,956 | $975.9K | 0.19% | +35+1.2% | Added |
| St. Johns Investment Management Company, LLC | 2,960 | $977.1K | 0.41% | −576−16.3% | Reduced |
| E&G Advisors, LP | 2,973 | $981.4K | 0.22% | −10−0.3% | Reduced |
| Continuum Advisory, LLC | 2,977 | $982.7K | 0.10% | −43−1.4% | Reduced |
| Strong Retirement Solutions LLC | 2,977 | $982.8K | 0.66% | +2,977 | New |
| Mason & Associates Inc | 2,979 | $983.4K | 0.19% | +110+3.8% | Added |
| V-Square Quantitative Management LLC | 2,985 | $985.4K | 0.10% | +2,985 | New |
| Laraway Financial Inc | 2,998 | $989.7K | 0.64% | −98−3.2% | Reduced |
| TMB Capital Partners, LLC | 3,002 | $990.9K | 0.34% | +3,002 | New |
| Patron Partners Advisors, LLC | 3,013 | $994.7K | 0.44% | +219+7.8% | Added |
| Paladin Wealth, LLC | 3,019 | $996.6K | 0.68% | −262−8.0% | Reduced |
| Archford Capital Strategies, LLC | 3,019 | $996.6K | 0.12% | −20−0.7% | Reduced |
| VisionPoint Advisory Group, LLC | 3,019 | $996.8K | 0.19% | −589−16.3% | Reduced |
| Aspiriant, LLC | 3,026 | $999.0K | 0.03% | −50−1.6% | Reduced |
| Childress Capital Advisors, LLC | 3,036 | $1.00M | 0.16% | +592+24.2% | Added |
| Financial Advisory Service, Inc. | 3,044 | $1.00M | 0.06% | +27+0.9% | Added |
| AA Financial Advisors, LLC | 3,044 | $1.00M | 0.19% | +765+33.6% | Added |
| Ingalls & Snyder LLC | 3,046 | $1.01M | 0.04% | −49−1.6% | Reduced |
| Key Financial Inc | 3,057 | $1.01M | 0.18% | +100+3.4% | Added |
| Quotient Wealth Partners, LLC | 3,059 | $1.01M | 0.03% | +637+26.3% | Added |
| Welch & Forbes LLC | 3,062 | $1.01M | 0.01% | −166−5.1% | Reduced |
| BIP Wealth, LLC | 3,065 | $1.01M | 0.04% | +2,158+237.9% | Added |
| True North Advisors, LLC | 3,067 | $1.01M | 0.13% | +745+32.1% | Added |
| Comprehensive Financial Management LLC | 3,074 | $1.01M | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,077 | $1.02M | 0.12% | −643−17.3% | Reduced |
| KLCM Advisors, Inc. | 3,081 | $1.02M | 0.09% | +174+6.0% | Added |
| Enclave Advisors LLC | 3,086 | $1.02M | 0.14% | −333−9.7% | Reduced |
| GeoWealth Management, LLC | 3,092 | $1.02M | 0.04% | −1,543−33.3% | Reduced |
| Versor Investments LP | 3,094 | $1.02M | 0.16% | −206−6.2% | Reduced |
| Trust Investment Advisors | 3,099 | $1.02M | 0.54% | −19−0.6% | Reduced |
| Semus Wealth Partners LLC | 3,114 | $1.03M | 0.55% | −430−12.1% | Reduced |
| Promethium Advisors,llc | 3,115 | $1.03M | 0.55% | +1,800+136.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,120 | $1.03M | 0.01% | −1,563−33.4% | Reduced |
| Atlantic Private Wealth, LLC | 3,119 | $1.03M | 0.66% | +3,019+3,019.0% | Added |
| Aprio Wealth Management, LLC | 3,125 | $1.03M | 0.06% | +1,040+49.9% | Added |
| Sivia Capital Partners, LLC | 3,126 | $1.03M | 0.21% | −706−18.4% | Reduced |
| Jefferson Bridge Capital, LLC | 3,131 | $1.03M | 1.04% | +3,131 | New |
| Unifi Asset Management LP | 3,142 | $1.04M | 1.13% | +3,142 | New |
| Wealth Alliance | 3,144 | $1.04M | 0.10% | −25−0.8% | Reduced |
| Bell Bank | 3,145 | $1.04M | 0.04% | −458−12.7% | Reduced |
| Ironwood Investment Counsel, LLC | 3,145 | $1.04M | 0.14% | +556+21.5% | Added |
| Apella Capital, LLC | 3,146 | $1.04M | 0.02% | −21−0.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 3,078 | $1.04M | 0.23% | +1,074+53.6% | Added |
| CoreCap Advisors, LLC | 3,156 | $1.04M | 0.04% | +778+32.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,163 | $1.04M | 0.91% | −532−14.4% | Reduced |
| Angeles Wealth Management, LLC | 3,172 | $1.05M | 0.06% | +502+18.8% | Added |
| Lebenthal Global Advisors, LLC | 3,176 | $1.05M | 0.16% | +319+11.2% | Added |
| Parsons Capital Management Inc | 3,178 | $1.05M | 0.06% | −170−5.1% | Reduced |
| Ellevest, Inc. | 3,184 | $1.05M | 0.15% | −294−8.5% | Reduced |
| Boyd Watterson Asset Management LLC | 3,187 | $1.05M | 0.30% | +42+1.3% | Added |
| MCF Advisors LLC | 3,187 | $1.05M | 0.06% | +849+36.3% | Added |
| Blackhawk Capital Partners LLC. | 3,191 | $1.05M | 0.40% | −601−15.8% | Reduced |
| NBC Securities, Inc. | 3,200 | $1.06M | 0.08% | −198−5.8% | Reduced |
| Riverpark Capital Management LLC | 3,206 | $1.06M | 2.05% | +293+10.1% | Added |
| Emprise Bank | 3,218 | $1.06M | 0.44% | −70−2.1% | Reduced |
| Verity & Verity, LLC | 3,226 | $1.06M | 0.08% | +3,226 | New |