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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 3,227 | $1.07M | 0.11% | −809−20.0% | Reduced |
| Quent Capital, LLC | 3,232 | $1.07M | 0.08% | −264−7.6% | Reduced |
| Cache Advisors, LLC | 3,235 | $1.07M | 0.13% | 00.0% | Unchanged |
| Invesco, LLC | 3,241 | $1.07M | 0.36% | −21−0.6% | Reduced |
| JT Stratford LLC | 3,254 | $1.07M | 0.14% | +1,242+61.7% | Added |
| LVW Advisors, LLC | 3,258 | $1.08M | 0.11% | +1,476+82.8% | Added |
| Advisors Preferred, LLC | 3,200 | $1.08M | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,263 | $1.08M | 0.11% | −10.0% | Reduced |
| Colonial River Wealth Management, LLC | 3,274 | $1.08M | 0.39% | −63−1.9% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.09M | 3.26% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 3,306 | $1.09M | 0.28% | −1,173−26.2% | Reduced |
| HHM Wealth Advisors, LLC | 3,314 | $1.09M | 0.13% | −123−3.6% | Reduced |
| Marathon Trading Investment Management LLC | 3,317 | $1.09M | 0.13% | +1,694+104.4% | Added |
| Ascent Wealth Partners, LLC | 3,327 | $1.10M | 0.13% | +10+0.3% | Added |
| Harbour Investment Management LLC | 3,337 | $1.10M | 0.58% | −1,699−33.7% | Reduced |
| Requisite Capital Management, LLC | 3,338 | $1.10M | 0.21% | −965−22.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,343 | $1.10M | 0.13% | −348−9.4% | Reduced |
| Goepper Burkhardt LLC | 3,355 | $1.11M | 0.36% | −57−1.7% | Reduced |
| ZWJ Investment Counsel Inc | 3,355 | $1.11M | 0.04% | −55−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 3,372 | $1.11M | 0.12% | −258−7.1% | Reduced |
| First Commonwealth Financial Corp | 3,374 | $1.11M | 0.18% | −686−16.9% | Reduced |
| Grandview Asset Management LLC | 3,378 | $1.12M | 0.31% | +556+19.7% | Added |
| Intellectus Partners, LLC | 3,381 | $1.12M | 0.22% | +1,238+57.8% | Added |
| Defined Wealth Management, LLC | 3,383 | $1.12M | 0.64% | +7+0.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,386 | $1.12M | 0.36% | +10.0% | Added |
| Indivisible Partners | 3,391 | $1.12M | 0.12% | +3,391 | New |
| Greenspring Advisors, LLC | 3,403 | $1.12M | 0.07% | +3,403 | New |
| Clarendon Private LLC | 3,437 | $1.13M | 0.96% | −64−1.8% | Reduced |
| Pictet North America Advisors SA | 3,440 | $1.14M | 0.11% | +21+0.6% | Added |
| Herold Advisors, Inc. | 3,452 | $1.14M | 0.25% | −49−1.4% | Reduced |
| Evansbrook LLC | 3,456 | $1.14M | 0.76% | +3,456 | New |
| Farringdon Capital, Ltd. | 3,462 | $1.14M | 0.28% | +3,462 | New |
| James J. Burns & Company, LLC | 3,471 | $1.15M | 0.16% | −254−6.8% | Reduced |
| Wellington Shields Capital Management, LLC | 3,475 | $1.15M | 0.17% | −1,325−27.6% | Reduced |
| Congress Park Capital LLC | 3,475 | $1.15M | 0.34% | +100+3.0% | Added |
| Alta Advisers Ltd | 3,477 | $1.15M | 0.42% | −1,160−25.0% | Reduced |
| Fox Run Management, L.L.C. | 3,479 | $1.15M | 0.18% | +3,479 | New |
| Clarius Group, LLC | 3,481 | $1.15M | 0.07% | +624+21.8% | Added |
| US Asset Management LLC | 3,484 | $1.15M | 0.94% | −32−0.9% | Reduced |
| Weaver Capital Management LLC | 3,495 | $1.15M | 0.24% | +568+19.4% | Added |
| BlueStem Wealth Partners, LLC | 3,498 | $1.15M | 0.13% | −553−13.7% | Reduced |
| LSV Asset Management | 3,500 | $1.16M | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,503 | $1.16M | 0.02% | −328−8.6% | Reduced |
| MSH Capital Advisors LLC | 3,526 | $1.16M | 0.25% | +163+4.8% | Added |
| Revolve Wealth Partners, LLC | 3,536 | $1.17M | 0.14% | −48−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,541 | $1.17M | 0.04% | +166+4.9% | Added |
| United Advisor Group, LLC | 3,544 | $1.17M | 0.15% | −286−7.5% | Reduced |
| Zullo Investment Group, Inc. | 3,545 | $1.17M | 0.43% | −20−0.6% | Reduced |
| Arbor Capital Management Inc | 3,489 | $1.17M | 0.98% | −253−6.8% | Reduced |
| Generation Capital Management LLC | 3,556 | $1.17M | 0.76% | +75+2.2% | Added |
| Richwood Investment Advisors, LLC | 4,255 | $1.18M | 0.85% | −35−0.8% | Reduced |
| Y.D. More Investments Ltd | 3,568 | $1.18M | 0.06% | −104−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 3,578 | $1.18M | 0.06% | +13+0.4% | Added |
| Alphadyne Asset Management LP | 3,610 | $1.19M | 0.12% | +3,610 | New |
| Duncan Williams Asset Management, LLC | 4,340 | $1.20M | 0.30% | −27−0.6% | Reduced |
| Davis R M Inc | 3,630 | $1.20M | 0.02% | −1,926−34.7% | Reduced |
| Boreal Capital Management LLC | 3,633 | $1.20M | 0.90% | +1,274+54.0% | Added |
| Relyea Zuckerberg Hanson LLC | 3,635 | $1.20M | 0.12% | −399−9.9% | Reduced |
| Gables Capital Management Inc. | 3,645 | $1.20M | 0.51% | −25−0.7% | Reduced |
| Calton & Associates, Inc. | 3,649 | $1.20M | 0.18% | +254+7.5% | Added |
| Cornerstone Wealth Group, LLC | 3,650 | $1.20M | 0.08% | −92−2.5% | Reduced |
| Cypress Asset Management Inc | 3,654 | $1.21M | 0.27% | −5,129−58.4% | Reduced |
| TRUE Private Wealth Advisors | 3,665 | $1.21M | 0.12% | −40−1.1% | Reduced |
| Opal Wealth Advisors, LLC | 3,668 | $1.21M | 0.32% | −184−4.8% | Reduced |
| SkyView Investment Advisors, LLC | 3,667 | $1.21M | 0.15% | −53−1.4% | Reduced |
| Johnson & White Wealth Management, LLC | 3,669 | $1.21M | 0.53% | +175+5.0% | Added |
| Foster Group, Inc. | 3,671 | $1.21M | 0.04% | +2,467+204.9% | Added |
| MONECO Advisors, LLC | 3,678 | $1.21M | 0.10% | −452−10.9% | Reduced |
| Revisor Wealth Management LLC | 3,431 | $1.21M | 0.33% | −8−0.2% | Reduced |
| Bernicke Wealth Management, Ltd. | 3,683 | $1.22M | 0.16% | +3,683 | New |
| Tred Avon Family Wealth, LLC | 3,684 | $1.22M | 0.40% | 00.0% | Unchanged |
| Lincoln Capital Corp | 3,688 | $1.22M | 0.43% | +3+0.1% | Added |
| Union Heritage Capital, LLC | 3,692 | $1.22M | 0.41% | −486−11.6% | Reduced |
| Patten Group, Inc. | 3,692 | $1.22M | 0.23% | −471−11.3% | Reduced |
| Prospect Financial Services LLC | 3,696 | $1.22M | 0.70% | −964−20.7% | Reduced |
| Ellenbecker Investment Group | 3,703 | $1.22M | 0.17% | −14−0.4% | Reduced |
| 1776 Wealth LLC | 3,706 | $1.22M | 0.46% | +18+0.5% | Added |
| Central Valley Advisors, LLC | 3,707 | $1.22M | 0.37% | −132−3.4% | Reduced |
| Precedent Wealth Partners, LLC | 3,711 | $1.23M | 0.26% | +865+30.4% | Added |
| NCP Inc. | 3,716 | $1.23M | 0.99% | +1,535+70.4% | Added |
| Grove Bank & Trust | 3,723 | $1.23M | 0.14% | +438+13.3% | Added |
| IFG Advisory, LLC | 3,739 | $1.23M | 0.05% | −103−2.7% | Reduced |
| Townsend & Associates, Inc | 3,658 | $1.24M | 0.11% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,766 | $1.24M | 0.07% | −489−11.5% | Reduced |
| Whalen Wealth Management Inc. | 3,775 | $1.25M | 0.67% | +1,450+62.4% | Added |
| New Republic Capital, LLC | 3,777 | $1.25M | 0.33% | +1,914+102.7% | Added |
| Financial Advisory Corp | 3,784 | $1.25M | 0.33% | +193+5.4% | Added |
| Canopy Partners, LLC | 3,791 | $1.25M | 0.41% | +37+1.0% | Added |
| DGS Capital Management, LLC | 3,796 | $1.25M | 0.21% | −84−2.2% | Reduced |
| Guardian Capital, LLC | 3,797 | $1.25M | 1.12% | +3,797 | New |
| Elk River Wealth Management, LLC | 3,804 | $1.26M | 0.20% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 3,810 | $1.26M | 0.82% | −50−1.3% | Reduced |
| Oak Asset Management, LLC | 3,813 | $1.26M | 0.43% | −11−0.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,822 | $1.26M | 0.32% | +45+1.2% | Added |
| Chesapeake Wealth Management | 3,842 | $1.27M | 0.38% | −60−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 3,846 | $1.27M | 0.30% | +1,191+44.9% | Added |
| Lewis Asset Management, LLC | 3,852 | $1.27M | 0.52% | −253−6.2% | Reduced |
| New Insight Wealth Advisors | 3,852 | $1.27M | 0.45% | +513+15.4% | Added |
| Nilsine Partners, LLC | 3,857 | $1.27M | 0.11% | +564+17.1% | Added |
| Icapital Wealth LLC | 3,873 | $1.28M | 0.62% | +10.0% | Added |