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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 4,595 | $1.52M | 0.32% | −909−16.5% | Reduced |
| Anb Bank | 4,596 | $1.52M | 0.60% | +56+1.2% | Added |
| Oarsman Capital, Inc. | 4,597 | $1.52M | 0.20% | +105+2.3% | Added |
| JNBA Financial Advisors | 4,603 | $1.52M | 0.13% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,604 | $1.52M | 0.23% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,608 | $1.52M | 0.51% | −617−11.8% | Reduced |
| 111 Capital | 4,620 | $1.53M | 0.33% | +2,703+141.0% | Added |
| Stablepoint Partners, LLC | 4,632 | $1.53M | 0.24% | −434−8.6% | Reduced |
| Rhodes Investment Advisors Inc | 4,636 | $1.53M | 1.24% | +4,636 | New |
| Personal Cfo Solutions, LLC | 4,649 | $1.53M | 0.24% | −750−13.9% | Reduced |
| Harvey Investment Co LLC | 4,663 | $1.54M | 0.16% | −305−6.1% | Reduced |
| Caxton Associates LLP | 4,664 | $1.54M | 0.03% | −19,609−80.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,673 | $1.54M | 0.16% | −163−3.4% | Reduced |
| Private Wealth Asset Management, LLC | 4,673 | $1.54M | 0.17% | −14−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,696 | $1.55M | 0.22% | +555+13.4% | Added |
| Wellspring Financial Advisors, LLC | 4,693 | $1.55M | 0.12% | +3,498+292.7% | Added |
| Kestra Investment Management, LLC | 4,697 | $1.55M | 0.04% | −885−15.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,704 | $1.55M | 0.11% | +148+3.2% | Added |
| DB Fitzpatrick & Co, Inc | 4,712 | $1.56M | 1.38% | −527−10.1% | Reduced |
| Daymark Wealth Partners, LLC | 4,713 | $1.56M | 0.05% | +6+0.1% | Added |
| Kassira Wealth Management LLC | 4,724 | $1.56M | 1.48% | +4,724 | New |
| Cetera Trust Company, N.A | 4,738 | $1.56M | 0.84% | −477−9.1% | Reduced |
| Diversified Enterprises, LLC | 4,744 | $1.57M | 0.09% | +1,448+43.9% | Added |
| Premier Path Wealth Partners, LLC | 4,770 | $1.57M | 0.20% | +1,261+35.9% | Added |
| KPP Advisory Services LLC | 4,771 | $1.57M | 0.23% | −903−15.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,771 | $1.57M | 0.55% | +528+12.4% | Added |
| Mendel Money Management | 4,772 | $1.58M | 0.66% | −397−7.7% | Reduced |
| Mayflower Financial Advisors, LLC | 4,776 | $1.58M | 0.19% | −459−8.8% | Reduced |
| MBM Wealth Consultants, LLC | 4,781 | $1.58M | 0.38% | +505+11.8% | Added |
| Cardinal Point Capital Management, ULC | 4,796 | $1.58M | 0.10% | +830+20.9% | Added |
| Ping Capital Management, Inc. | 4,800 | $1.58M | 0.63% | +4,800 | New |
| Cahill Financial Advisors Inc | 4,811 | $1.59M | 0.17% | +6+0.1% | Added |
| High Note Wealth, LLC | 4,828 | $1.59M | 0.31% | −715−12.9% | Reduced |
| Rare Wolf Capital LLC | 4,829 | $1.59M | 1.00% | +4,829 | New |
| S&T Bank | 4,842 | $1.60M | 0.51% | −1,005−17.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,842 | $1.60M | 0.11% | −192−3.8% | Reduced |
| Scott & Selber, Inc. | 4,869 | $1.61M | 0.40% | −234−4.6% | Reduced |
| Prestige Wealth Management Group LLC | 4,873 | $1.61M | 0.31% | +2,216+83.4% | Added |
| Fagan Associates, Inc. | 4,889 | $1.61M | 0.22% | −205−4.0% | Reduced |
| Avestar Capital, LLC | 4,933 | $1.63M | 0.11% | −558−10.2% | Reduced |
| Accurate Wealth Management, LLC | 4,754 | $1.64M | 0.21% | +168+3.7% | Added |
| Vista Investment Management | 4,986 | $1.65M | 0.54% | +101+2.1% | Added |
| Gen-Wealth Partners Inc | 4,998 | $1.65M | 0.53% | −137−2.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 4,998 | $1.65M | 0.22% | +4,998 | New |
| Rowland & Co Investment Counsel | 4,999 | $1.65M | 0.32% | +426+9.3% | Added |
| IMA Wealth, Inc. | 5,016 | $1.66M | 0.16% | −229−4.4% | Reduced |
| Shufro Rose & Co LLC | 5,022 | $1.66M | 0.11% | −2,059−29.1% | Reduced |
| Pacific Point Advisors, LLC | 5,028 | $1.66M | 0.89% | −1,913−27.6% | Reduced |
| Wealth Effects LLC | 5,036 | $1.66M | 0.52% | −241−4.6% | Reduced |
| RiverPark Advisors, LLC | 5,036 | $1.66M | 0.48% | +511+11.3% | Added |
| Ashton Thomas Securities, LLC | 5,029 | $1.66M | 0.32% | +3,894+343.1% | Added |
| Tranquility Partners, LLC | 5,043 | $1.66M | 0.60% | −519−9.3% | Reduced |
| Sheets Smith Wealth Management | 5,049 | $1.67M | 0.18% | +77+1.5% | Added |
| Financial Engines Advisors L.L.C. | 5,051 | $1.67M | 0.00% | +737+17.1% | Added |
| Chung Wu Investment Group, LLC | 5,075 | $1.68M | 1.37% | −1,920−27.4% | Reduced |
| Shum Financial Group, Inc. | 5,075 | $1.68M | 1.21% | +327+6.9% | Added |
| Marble Wealth, LLC | 5,077 | $1.68M | 0.23% | +5,077 | New |
| Hilltop National Bank | 5,084 | $1.68M | 0.41% | +433+9.3% | Added |
| Morningstar Investment Management LLC | 5,088 | $1.68M | 0.10% | −173−3.3% | Reduced |
| SilverOak Wealth Management LLC | 5,090 | $1.68M | 0.26% | +188+3.8% | Added |
| Paralel Advisors LLC | 5,105 | $1.69M | 0.07% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 5,114 | $1.69M | 0.95% | −111−2.1% | Reduced |
| SlateStone Wealth, LLC | 5,125 | $1.69M | 0.14% | −529−9.4% | Reduced |
| Sargent Investment Group, LLC | 5,126 | $1.69M | 0.21% | +5,126 | New |
| Mechanics Bank Trust Department | 5,129 | $1.69M | 0.22% | −1,537−23.1% | Reduced |
| Roberts Glore & Co Inc | 5,160 | $1.70M | 0.45% | −264−4.9% | Reduced |
| Paragon Capital Management LLC | 5,185 | $1.71M | 0.87% | −20−0.4% | Reduced |
| GLOBALT Investments LLC | 5,200 | $1.72M | 0.06% | −15−0.3% | Reduced |
| Piscataqua Savings Bank | 5,225 | $1.72M | 1.21% | −33−0.6% | Reduced |
| Modern Wealth Management, LLC | 5,233 | $1.73M | 0.03% | +304+6.2% | Added |
| Bearing Point Capital, LLC | 5,234 | $1.73M | 0.27% | −12,339−70.2% | Reduced |
| Wealth Architects, LLC | 5,248 | $1.73M | 0.16% | −539−9.3% | Reduced |
| Edgestream Partners, L.P. | 5,260 | $1.74M | 0.05% | −1,117−17.5% | Reduced |
| Schear Investment Advisers, LLC | 5,269 | $1.74M | 0.75% | +370+7.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,271 | $1.74M | 0.21% | +25+0.5% | Added |
| Concord Asset Management, LLC | 5,295 | $1.75M | 0.30% | +126+2.4% | Added |
| Kesler, Norman & Wride, LLC | 5,297 | $1.75M | 0.30% | −13,913−72.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,306 | $1.75M | 0.17% | +24+0.5% | Added |
| Moors & Cabot, Inc. | 5,317 | $1.76M | 0.08% | −19−0.4% | Reduced |
| Platform Technology Partners | 5,342 | $1.76M | 0.38% | +205+4.0% | Added |
| Concord Wealth Partners | 5,355 | $1.77M | 0.23% | +260+5.1% | Added |
| LOM Asset Management Ltd | 5,377 | $1.78M | 0.51% | −47−0.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,386 | $1.78M | 0.24% | −954−15.0% | Reduced |
| Manchester Capital Management LLC | 5,399 | $1.78M | 0.24% | −101−1.8% | Reduced |
| Flputnam Investment Management Co | 5,400 | $1.78M | 0.03% | −974−15.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,457 | $1.79M | 0.26% | −280−4.2% | Reduced |
| Longfellow Investment Management Co LLC | 5,426 | $1.79M | 0.40% | +8+0.1% | Added |
| EverSource Wealth Advisors, LLC | 5,430 | $1.79M | 0.07% | −1,000−15.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,452 | $1.80M | 0.09% | −170−3.0% | Reduced |
| Avaii Wealth Management, LLC | 5,467 | $1.80M | 0.65% | +330+6.4% | Added |
| Advisory Alpha, LLC | 5,505 | $1.82M | 0.05% | −182−3.2% | Reduced |
| Missouri Trust & Investment Co | 5,513 | $1.82M | 0.53% | −506−8.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,515 | $1.82M | 0.70% | +490+9.8% | Added |
| Nicholson Wealth Management Group, LLC | 5,528 | $1.82M | 1.07% | +1,057+23.6% | Added |
| Narwhal Capital Management | 5,542 | $1.83M | 0.13% | −1,801−24.5% | Reduced |
| Readystate Asset Management LP | 5,575 | $1.84M | 0.08% | +5,575 | New |
| Thompson David Blair | 5,599 | $1.85M | 1.05% | +5,599 | New |
| Alberta Investment Management Corp | 5,600 | $1.85M | 0.01% | +4,700+522.2% | Added |
| PDS Planning, Inc | 5,656 | $1.87M | 0.12% | +326+6.1% | Added |
| Elmwood Wealth Management, Inc. | 5,662 | $1.87M | 0.59% | +54+1.0% | Added |