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
- 3,312
- +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
- 1,116 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Graney & King, LLC | 61 | $20.1K | 0.01% | −14−18.7% | Reduced |
| O'Brien Wealth Partners LLC | 61 | $20.1K | 0.00% | −1−1.6% | Reduced |
| Legacy Bridge, LLC | 64 | $21.1K | 0.01% | +47+276.5% | Added |
| IAG Wealth Partners, LLC | 65 | $21.5K | 0.00% | −15−18.8% | Reduced |
| Evolution Wealth Management Inc. | 65 | $21.5K | 0.02% | +49+306.3% | Added |
| ORG Wealth Partners, LLC | 66 | $21.8K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 67 | $22.1K | 0.02% | +67 | New |
| Syntax Research, Inc. | 67 | $22.1K | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 68 | $22.4K | 0.02% | +68 | New |
| Hyposwiss Advisors SA | 68 | $22.4K | 0.02% | +68 | New |
| Wormser Freres Gestion | 70 | $23.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $23.1K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 71 | $23.4K | 0.01% | −78−52.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 72 | $23.8K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 75 | $24.0K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 73 | $24.2K | 0.01% | +37+102.8% | Added |
| Vermillion Wealth Management, Inc. | 74 | $24.6K | 0.01% | −213−74.2% | Reduced |
| Albion Financial Group | 75 | $24.8K | 0.00% | −251−77.0% | Reduced |
| Kimelman & Baird, LLC | 75 | $24.8K | 0.00% | −42−35.9% | Reduced |
| FWL Investment Management, LLC | 76 | $25.1K | 0.01% | +76 | New |
| Robinswood Financial LLC | 77 | $25.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 79 | $25.9K | 0.01% | +1+1.3% | Added |
| Signature Resources Capital Management, LLC | 79 | $26.1K | 0.01% | +16+25.4% | Added |
| Anfield Capital Management, LLC | 80 | $26.4K | 0.01% | +55+220.0% | Added |
| Beacon Financial Strategies CORP | 80 | $26.4K | 0.01% | +80 | New |
| Nalls Sherbakoff Group, LLC | 82 | $27.1K | 0.02% | −13−13.7% | Reduced |
| Joseph Group Capital Management | 82 | $27.1K | 0.01% | +82 | New |
| Hurley Capital, LLC | 83 | $27.4K | 0.02% | −6−6.7% | Reduced |
| 1248 Management, LLC | 83 | $27.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 84 | $27.7K | 0.01% | −5−5.6% | Reduced |
| XY Capital Ltd | 84 | $27.7K | 0.03% | +84 | New |
| Red Tortoise LLC | 84 | $27.9K | 0.01% | −11−11.6% | Reduced |
| Holos Integrated Wealth LLC | 85 | $28.6K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 90 | $29.7K | 0.01% | +90 | New |
| Redwood Park Advisors LLC | 91 | $29.9K | 0.02% | −9−9.0% | Reduced |
| Gleason Group, Inc. | 92 | $30.3K | 0.00% | +1+1.1% | Added |
| DiNuzzo Private Wealth, Inc. | 93 | $30.7K | 0.00% | −107−53.5% | Reduced |
| Front Row Advisors LLC | 96 | $31.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 64 | $32.4K | 0.19% | +63+6,300.0% | Added |
| Marquette Asset Management, LLC | 100 | $33.0K | 0.00% | −72−41.9% | Reduced |
| Islay Capital Management, LLC | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $33.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 100 | $33.0K | 0.00% | +100 | New |
| Solstein Capital, LLC | 104 | $34.3K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 107 | $35.3K | 0.00% | +107 | New |
| New Millennium Group LLC | 107 | $35.5K | 0.02% | −15−12.3% | Reduced |
| Sfam, LLC | 116 | $38.3K | 0.04% | +116 | New |
| Key Capital Management, INC | 118 | $39.0K | 0.04% | +118 | New |
| Comprehensive Financial Planning, Inc. | 118 | $39.0K | 0.03% | +16+15.7% | Added |
| Board of the Pension Protection Fund | 120 | $39.6K | 0.04% | +120 | New |
| McGuire Capital Advisors Inc | 120 | $39.7K | 0.03% | +120 | New |
| Godfrey Financial Associates, Inc. | 119 | $40.3K | 0.03% | +119 | New |
| Investors Portfolio Services LLC | 123 | $40.5K | 0.04% | +123 | New |
| Kentucky Trust Co | 123 | $40.6K | 0.02% | +16+15.0% | Added |
| Quest 10 Wealth Builders, Inc. | 125 | $41.3K | 0.04% | −14−10.1% | Reduced |
| Nemes Rush Group LLC | 126 | $41.5K | 0.00% | +13+11.5% | Added |
| Retirement Wealth Solutions LLC | 130 | $43.0K | 0.03% | 00.0% | Unchanged |
| Vega Investment Solutions | 132 | $43.6K | 0.01% | +132 | New |
| Turning Point Benefit Group, Inc. | 133 | $43.9K | 0.02% | +15+12.7% | Added |
| Kilter Group LLC | 133 | $43.9K | 0.02% | +40+43.0% | Added |
| Vision Retirement, LLC | 135 | $44.6K | 0.01% | +135 | New |
| Atlantic Edge Private Wealth Management, LLC | 139 | $45.9K | 0.01% | −10−6.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 140 | $46.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 141 | $46.6K | 0.00% | −28−16.6% | Reduced |
| Roble, Belko & Company, Inc | 146 | $48.0K | 0.01% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 146 | $48.2K | 0.03% | +146 | New |
| Creative Capital Management Investments LLC | 146 | $48.2K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 149 | $49.0K | 0.01% | −12−7.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 149 | $49.2K | 0.03% | −153−50.7% | Reduced |
| Scarborough Advisors, LLC | 149 | $49.2K | 0.01% | +5+3.5% | Added |
| Curio Wealth, LLC | 150 | $49.3K | 0.02% | +150 | New |
| Your Advocates Ltd., LLP | 150 | $49.5K | 0.02% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 153 | $50.6K | 0.05% | +153 | New |
| Financial Network Wealth Advisors LLC | 156 | $51.5K | 0.05% | +98+169.0% | Added |
| Delta Asset Management LLC | 157 | $51.9K | 0.00% | −40−20.3% | Reduced |
| Ogorek Anthony Joseph | 159 | $52.0K | 0.01% | −34−17.6% | Reduced |
| Quattro Advisors LLC | 158 | $52.0K | 0.04% | +158 | New |
| Riverview Trust Co | 160 | $52.8K | 0.06% | +35+28.0% | Added |
| Miller Capital Partners, Inc. | 160 | $52.8K | 0.03% | +160 | New |
| Valued Wealth Advisors LLC | 160 | $53.0K | 0.02% | +1+0.6% | Added |
| Barnes Dennig Private Wealth Management LLC | 161 | $53.1K | 0.05% | +14+9.5% | Added |
| WS Portfolio Advisory, LLC | 162 | $53.5K | 2.97% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 163 | $53.8K | 0.01% | −951−85.4% | Reduced |
| Align Financial, LLC | 54,798 | $54.8K | 0.03% | +54,798 | New |
| Fourth Dimension Wealth, LLC | 167 | $55.1K | 0.02% | −43−20.5% | Reduced |
| Motco | 169 | $55.8K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 169 | $55.8K | 0.05% | +169 | New |
| Westfuller Advisors, LLC | 175 | $57.7K | 0.02% | −3−1.7% | Reduced |
| Avalon Trust Co | 176 | $58.1K | 0.00% | −100−36.2% | Reduced |
| Entrust Financial LLC | 177 | $58.4K | 0.04% | +177 | New |
| Rialto Wealth Management, LLC | 180 | $59.4K | 0.01% | +103+133.8% | Added |
| Costello Asset Management, INC | 181 | $59.8K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 207 | $60.6K | 0.05% | +207 | New |
| Noble Wealth Management PBC | 188 | $62.1K | 0.03% | −6−3.1% | Reduced |
| Howard Hughes Medical Institute | 195 | $64.4K | 0.04% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 197 | $65.0K | 0.03% | +197 | New |
| Acima Private Wealth, LLC | 200 | $66.0K | 0.02% | −152−43.2% | Reduced |
| Bullseye Investment Management, LLC | 200 | $66.0K | 0.03% | +200 | New |
| Platinum Investment Management Ltd | 201 | $66.4K | 0.02% | −633−75.9% | Reduced |