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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 3,879 | $1.28M | 0.46% | +886+29.6% | Added |
| Financial Advisors Network, Inc. | 3,891 | $1.28M | 0.18% | +58+1.5% | Added |
| Thryve Wealth Management LLC | 3,892 | $1.28M | 0.64% | +3,892 | New |
| Smithfield Trust Co | 3,901 | $1.29M | 0.06% | −194−4.7% | Reduced |
| Claro Advisors LLC | 3,906 | $1.29M | 0.18% | −2,469−38.7% | Reduced |
| Chilton Capital Management LLC | 3,910 | $1.29M | 0.04% | −82−2.1% | Reduced |
| Centiva Capital, LP | 3,911 | $1.29M | 0.08% | +3,911 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,916 | $1.29M | 0.99% | +3,916 | New |
| Charter Trust Co | 3,924 | $1.30M | 0.07% | −2,170−35.6% | Reduced |
| ICW Investment Advisors LLC | 3,925 | $1.30M | 0.47% | +22+0.6% | Added |
| Trust Co of Toledo NA | 3,926 | $1.30M | 0.13% | −1,500−27.6% | Reduced |
| Abel Hall, LLC | 3,935 | $1.30M | 0.30% | +837+27.0% | Added |
| Keebeck Wealth Management, LLC | 3,939 | $1.30M | 0.15% | +991+33.6% | Added |
| Jensen Investment Management Inc | 3,941 | $1.30M | 0.02% | −432−9.9% | Reduced |
| Frec Markets, Inc. | 3,942 | $1.30M | 0.38% | +3,942 | New |
| Forefront Wealth Management Inc. | 3,950 | $1.30M | 0.94% | −58−1.4% | Reduced |
| Capital Performance Advisors LLP | 3,953 | $1.30M | 0.09% | +2,535+178.8% | Added |
| Cladis Investment Advisory, LLC | 3,958 | $1.31M | 0.72% | −449−10.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,961 | $1.31M | 0.10% | +47+1.2% | Added |
| Activest Wealth Management | 3,972 | $1.31M | 0.24% | +946+31.3% | Added |
| First Horizon Corp | 3,972 | $1.31M | 0.06% | −224−5.3% | Reduced |
| Kanawha Capital Management LLC | 3,981 | $1.31M | 0.09% | +87+2.2% | Added |
| Okabena Investment Services Inc | 3,983 | $1.31M | 0.25% | +256+6.9% | Added |
| Berkeley Capital Partners, LLC | 3,987 | $1.32M | 0.31% | +1,522+61.7% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $1.32M | 0.40% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,004 | $1.32M | 0.10% | −282−6.6% | Reduced |
| David Loasby | 3,893 | $1.33M | 0.09% | −104−2.6% | Reduced |
| Van Cleef Asset Management,Inc | 4,054 | $1.34M | 0.14% | −10.0% | Reduced |
| CWA Asset Management Group, LLC | 4,058 | $1.34M | 0.05% | −893−18.0% | Reduced |
| Torrey Growth & Income Advisors | 4,061 | $1.34M | 0.47% | +4,061 | New |
| MeadowBrook Investment Advisors LLC | 4,062 | $1.34M | 1.14% | −85−2.0% | Reduced |
| Naviter Wealth, LLC | 4,064 | $1.34M | 0.18% | −1,342−24.8% | Reduced |
| Mather Group, LLC. | 4,066 | $1.34M | 0.01% | +174+4.5% | Added |
| Howe & Rusling Inc | 4,086 | $1.35M | 0.09% | −1,077−20.9% | Reduced |
| First Nebraska Trust Co | 4,089 | $1.35M | 0.12% | +55+1.4% | Added |
| Peloton Wealth Strategists | 4,125 | $1.36M | 0.53% | −6,610−61.6% | Reduced |
| White Pine Capital LLC | 4,130 | $1.36M | 0.38% | −5−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,139 | $1.37M | 0.03% | −476−10.3% | Reduced |
| Zuckerman Investment Group, LLC | 4,164 | $1.37M | 0.12% | −267−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,168 | $1.38M | 0.14% | −391−8.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,171 | $1.38M | 0.11% | +735+21.4% | Added |
| Finivi Inc. | 4,171 | $1.38M | 0.80% | −233−5.3% | Reduced |
| Perennial Investment Advisors, LLC | 4,180 | $1.38M | 0.11% | −370−8.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,223 | $1.39M | 0.02% | −17,000−80.1% | Reduced |
| Epiq Partners, LLC | 4,227 | $1.40M | 0.65% | +20.0% | Added |
| Diversified Management Inc | 4,232 | $1.40M | 0.33% | +4,232 | New |
| Chancellor Financial Group WB LP | 4,244 | $1.40M | 0.96% | +147+3.6% | Added |
| Clear Creek Financial Management, LLC | 4,262 | $1.41M | 0.11% | −805−15.9% | Reduced |
| Orrstown Financial Services Inc | 4,270 | $1.41M | 0.24% | −430−9.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,275 | $1.41M | 0.57% | −2,859−40.1% | Reduced |
| Plimoth Trust Co LLC | 4,286 | $1.41M | 0.32% | −3,977−48.1% | Reduced |
| Frisch Financial Group, Inc. | 4,289 | $1.42M | 0.32% | −15−0.3% | Reduced |
| Financial Perspectives, Inc | 4,292 | $1.42M | 0.38% | −153−3.4% | Reduced |
| Courage Capital Management LLC | 4,300 | $1.42M | 1.96% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $1.42M | 0.37% | 00.0% | Unchanged |
| Herbst Group, LLC | 4,300 | $1.42M | 0.84% | +4,300 | New |
| Rydar Equities, Inc. | 4,316 | $1.42M | 1.11% | +497+13.0% | Added |
| Robertson Stephens Wealth Management, LLC | 4,318 | $1.43M | 0.04% | −117−2.6% | Reduced |
| Argentarii, LLC | 4,321 | $1.43M | 0.48% | +637+17.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,327 | $1.43M | 0.05% | +4,327 | New |
| Bowman & Co S.C. | 4,311 | $1.43M | 0.60% | −296−6.4% | Reduced |
| XTX Topco Ltd | 4,333 | $1.43M | 0.04% | +1,424+49.0% | Added |
| Third View Private Wealth, LLC | 4,336 | $1.43M | 0.19% | +4,336 | New |
| Triad Wealth Partners, LLC | 4,337 | $1.43M | 0.14% | +741+20.6% | Added |
| Cooper Financial Group | 4,338 | $1.43M | 0.15% | +30+0.7% | Added |
| OneAscent Financial Services LLC | 4,347 | $1.43M | 0.13% | −427−8.9% | Reduced |
| Westside Investment Management, Inc. | 4,373 | $1.44M | 0.23% | −435−9.0% | Reduced |
| Fielder Capital Group LLC | 4,381 | $1.45M | 0.31% | −148−3.3% | Reduced |
| Norden Group LLC | 4,389 | $1.45M | 0.14% | +468+11.9% | Added |
| Peterson Wealth Services | 4,391 | $1.45M | 0.37% | +3,195+267.1% | Added |
| Monetta Financial Services Inc | 4,400 | $1.45M | 1.04% | 00.0% | Unchanged |
| Keel Point, LLC | 4,401 | $1.45M | 0.09% | −148−3.3% | Reduced |
| Everhart Financial Group, Inc. | 4,402 | $1.45M | 0.13% | +498+12.8% | Added |
| One Capital Management, LLC | 4,410 | $1.46M | 0.04% | +142+3.3% | Added |
| Bank Hapoalim BM | 4,421 | $1.46M | 0.13% | +458+11.6% | Added |
| Optas, LLC | 4,423 | $1.46M | 0.23% | +81+1.9% | Added |
| Formidable Asset Management, LLC | 4,232 | $1.46M | 0.21% | −1,735−29.1% | Reduced |
| Founders Financial Securities LLC | 4,446 | $1.47M | 0.09% | −114−2.5% | Reduced |
| Aspen Grove Capital, LLC | 4,457 | $1.47M | 0.26% | −15−0.3% | Reduced |
| Courier Capital LLC | 4,460 | $1.47M | 0.08% | +224+5.3% | Added |
| Argo Wealth Advisory, LLC | 4,475 | $1.48M | 0.88% | +4,475 | New |
| Bridgefront Capital, LLC | 4,481 | $1.48M | 0.37% | +4,481 | New |
| Bridgewater Advisors Inc. | 4,254 | $1.48M | 0.10% | −394−8.5% | Reduced |
| SCS Capital Management LLC | 4,495 | $1.48M | 0.02% | −322−6.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,504 | $1.49M | 0.18% | +272+6.4% | Added |
| Tealwood Asset Management Inc | 4,506 | $1.49M | 0.67% | −133−2.9% | Reduced |
| Sentinel Trust Co Lba | 4,504 | $1.49M | 0.15% | +4+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 4,506 | $1.49M | 0.27% | −172−3.7% | Reduced |
| Richard W. Paul & Associates, LLC | 4,519 | $1.49M | 0.50% | −271−5.7% | Reduced |
| Green Harvest Asset Management LLC | 4,521 | $1.49M | 0.02% | −79−1.7% | Reduced |
| Knollwood Investment Advisory, LLC | 4,523 | $1.49M | 0.14% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 4,531 | $1.50M | 0.01% | −1,557−25.6% | Reduced |
| SWS Partners | 4,537 | $1.50M | 0.36% | +212+4.9% | Added |
| West Family Investments, Inc. | 4,547 | $1.50M | 0.35% | +919+25.3% | Added |
| Balentine LLC | 4,558 | $1.50M | 0.06% | +2,451+116.3% | Added |
| Cyndeo Wealth Partners, LLC | 4,559 | $1.50M | 0.08% | −1,161−20.3% | Reduced |
| Regal Investment Advisors LLC | 4,567 | $1.51M | 0.09% | +194+4.4% | Added |
| Guardian Wealth Advisors, LLC | 4,577 | $1.51M | 0.09% | −202−4.2% | Reduced |
| Capital Planning Advisors, LLC | 4,577 | $1.51M | 0.20% | −321−6.6% | Reduced |
| HM Payson & Co | 4,589 | $1.51M | 0.02% | −1,262−21.6% | Reduced |