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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 5,669 | $1.87M | 0.12% | −832−12.8% | Reduced |
| Fifth Lane Capital, LP | 5,700 | $1.88M | 2.22% | −1,143−16.7% | Reduced |
| Geneos Wealth Management Inc. | 5,702 | $1.88M | 0.05% | −2,199−27.8% | Reduced |
| Samalin Investment Counsel, LLC | 5,703 | $1.88M | 0.67% | +85+1.5% | Added |
| South State Corp. | 5,706 | $1.88M | 0.08% | −577−9.2% | Reduced |
| Kathmere Capital Management, LLC | 5,709 | $1.88M | 0.13% | −102−1.8% | Reduced |
| LRT Capital Management, LLC | 5,712 | $1.89M | 1.62% | −4,630−44.8% | Reduced |
| Tyche Wealth Partners LLC | 5,736 | $1.89M | 0.30% | −461−7.4% | Reduced |
| Aventura Private Wealth, LLC | 5,743 | $1.90M | 0.68% | −457−7.4% | Reduced |
| Advyzon Investment Management, LLC | 5,775 | $1.91M | 0.22% | +2,928+102.8% | Added |
| Larson Financial Group LLC | 5,781 | $1.91M | 0.06% | +51+0.9% | Added |
| Archer Investment Corp | 5,784 | $1.91M | 0.43% | +898+18.4% | Added |
| Adell Harriman & Carpenter Inc | 5,786 | $1.91M | 0.11% | −517−8.2% | Reduced |
| Cherokee Insurance Co | 5,800 | $1.91M | 0.78% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,805 | $1.92M | 0.77% | −10.0% | Reduced |
| J.Safra Asset Management Corp | 5,807 | $1.92M | 0.10% | +3,691+174.4% | Added |
| Boomfish Wealth Group, LLC | 5,812 | $1.92M | 1.03% | −485−7.7% | Reduced |
| Evergreen Wealth Management, LLC | 5,814 | $1.92M | 0.97% | +78+1.4% | Added |
| Valmark Advisers, Inc. | 5,818 | $1.92M | 0.02% | +604+11.6% | Added |
| Kerrisdale Advisers, LLC | 5,828 | $1.92M | 0.91% | −7,192−55.2% | Reduced |
| All Terrain Financial Advisors, LLC | 5,830 | $1.92M | 0.59% | +5+0.1% | Added |
| Exome Asset Management LLC | 5,835 | $1.93M | 0.95% | +5,835 | New |
| Birch Capital Management, LLC | 5,859 | $1.93M | 0.96% | −123−2.1% | Reduced |
| Dover Advisors, LLC | 5,872 | $1.94M | 0.75% | −112−1.9% | Reduced |
| BOCHK Asset Management Ltd | 5,890 | $1.94M | 0.52% | +4,750+416.7% | Added |
| Affiance Financial, LLC | 5,891 | $1.94M | 0.31% | −132−2.2% | Reduced |
| Crestwood Advisors Group LLC | 5,898 | $1.95M | 0.03% | +771+15.0% | Added |
| Gifford Fong Associates | 5,918 | $1.95M | 0.39% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,932 | $1.96M | 1.27% | −51−0.9% | Reduced |
| Catalyst Financial Partners LLC | 5,927 | $1.96M | 0.22% | +746+14.4% | Added |
| Baker Avenue Asset Management, LP | 5,962 | $1.97M | 0.05% | −223−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 5,979 | $1.97M | 0.06% | +178+3.1% | Added |
| Osprey Private Wealth LLC | 5,994 | $1.98M | 0.57% | −741−11.0% | Reduced |
| Viking Fund Management LLC | 6,000 | $1.98M | 0.23% | 00.0% | Unchanged |
| Bamco Inc | 6,000 | $1.98M | 0.01% | +1,700+39.5% | Added |
| Retirement Guys Formula LLC | 6,025 | $1.99M | 0.91% | −4,267−41.5% | Reduced |
| American National Bank | 6,028 | $1.99M | 0.19% | −276−4.4% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 6,076 | $2.01M | 0.24% | +6,076 | New |
| Confluence Wealth Services, Inc. | 6,078 | $2.01M | 0.08% | −2,853−31.9% | Reduced |
| Private Trust Co NA | 6,092 | $2.01M | 0.18% | −387−6.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 6,100 | $2.01M | 0.04% | −3,230−34.6% | Reduced |
| Meiji Yasuda America Inc | 6,103 | $2.01M | 0.46% | +6,103 | New |
| Birchwood Financial Partners, Inc. | 6,104 | $2.02M | 2.00% | +6,104 | New |
| Inscription Capital, LLC | 6,108 | $2.02M | 0.21% | +525+9.4% | Added |
| Meiji Yasuda Life Insurance Co | 6,113 | $2.02M | 0.06% | −287−4.5% | Reduced |
| Hartford Financial Management Inc. | 6,128 | $2.02M | 0.53% | −279−4.4% | Reduced |
| Adviser Investments LLC | 6,133 | $2.02M | 0.02% | −117−1.9% | Reduced |
| Mystic Asset Management, Inc. | 6,140 | $2.03M | 0.46% | +458+8.1% | Added |
| Lazari Capital Management, Inc. | 6,145 | $2.03M | 0.68% | +617+11.2% | Added |
| Scholtz & Company, LLC | 6,155 | $2.03M | 0.88% | −618−9.1% | Reduced |
| Delta Capital Management LLC | 6,165 | $2.04M | 1.14% | −800−11.5% | Reduced |
| Applied Capital LLC | 6,165 | $2.04M | 1.39% | +788+14.7% | Added |
| Bridgewater Associates, LP | 6,170 | $2.04M | 0.01% | +6,170 | New |
| Quantbot Technologies LP | 6,181 | $2.04M | 0.07% | +6,181 | New |
| RFG Advisory, LLC | 6,199 | $2.05M | 0.04% | −414−6.3% | Reduced |
| Texas Yale Capital Corp. | 6,200 | $2.05M | 0.06% | +2,728+78.6% | Added |
| Goldenstone Wealth Management LLC | 6,221 | $2.05M | 1.54% | +6,221 | New |
| Center for Wealth Management Advisory | 6,236 | $2.06M | 1.52% | +6,236 | New |
| Circle Wealth Management, LLC | 6,258 | $2.07M | 0.03% | +294+4.9% | Added |
| Royal Capital Wealth Management, LLC | 6,261 | $2.07M | 1.22% | −31−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 6,291 | $2.08M | 0.07% | +2,791+79.7% | Added |
| Magnus Financial Group LLC | 6,307 | $2.08M | 0.16% | +436+7.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,312 | $2.08M | 0.08% | −400−6.0% | Reduced |
| Petros Family Wealth, LLC | 6,313 | $2.08M | 1.39% | −1,131−15.2% | Reduced |
| Boston Family Office LLC | 6,325 | $2.09M | 0.13% | −150−2.3% | Reduced |
| Del-Sette Capital Management, LLC | 6,333 | $2.09M | 1.29% | +130+2.1% | Added |
| Tilia Fiduciary Partners, Inc. | 6,340 | $2.09M | 1.16% | +677+12.0% | Added |
| SG Trading Solutions, LLC | 6,344 | $2.09M | 0.49% | +6,344 | New |
| Massmutual Trust Co FSB | 6,347 | $2.10M | 0.05% | −3,145−33.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,347 | $2.10M | 0.75% | +6,347 | New |
| Brown Financial Advisors | 6,397 | $2.11M | 0.77% | −137−2.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,404 | $2.11M | 0.34% | −2,285−26.3% | Reduced |
| Oxford Asset Management LLP | 6,410 | $2.12M | 0.75% | +6,410 | New |
| Greenline Partners, LLC | 6,413 | $2.12M | 0.24% | +180+2.9% | Added |
| Magnolia Capital Advisors LLC | 6,418 | $2.12M | 0.45% | +524+8.9% | Added |
| Ulland Investment Advisors, LLC | 6,423 | $2.12M | 1.70% | −1,108−14.7% | Reduced |
| Timber Creek Capital Management LLC | 6,429 | $2.12M | 0.49% | −20−0.3% | Reduced |
| MidFirst Bank | 6,431 | $2.12M | 0.17% | +6,431 | New |
| Invst, LLC | 6,444 | $2.13M | 0.23% | −3,292−33.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 6,451 | $2.13M | 0.27% | +1,035+19.1% | Added |
| Burns Matteson Capital Management, LLC | 6,452 | $2.13M | 0.86% | −1,565−19.5% | Reduced |
| Capital Management Associates, Inc | 6,487 | $2.14M | 0.47% | +871+15.5% | Added |
| Cullinan Associates Inc | 6,529 | $2.16M | 0.15% | −2,448−27.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,545 | $2.16M | 0.02% | −816−11.1% | Reduced |
| CX Institutional | 6,545 | $2.16M | 0.06% | −664−9.2% | Reduced |
| PFG Advisors | 6,556 | $2.16M | 0.11% | −7,360−52.9% | Reduced |
| Connecticut Wealth Management, LLC | 6,558 | $2.16M | 0.09% | −244−3.6% | Reduced |
| Accent Capital Management, LLC | 6,561 | $2.17M | 0.93% | −227−3.3% | Reduced |
| Legato Capital Management LLC | 6,566 | $2.17M | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,572 | $2.17M | 0.13% | −474−6.7% | Reduced |
| Savvy Advisors, Inc. | 6,574 | $2.17M | 0.07% | +1,808+37.9% | Added |
| Floyd Financial Group LLC | 7,496 | $2.17M | 1.47% | +304+4.2% | Added |
| Zions Bancorporation, National Association | 6,587 | $2.17M | 0.10% | +2,186+49.7% | Added |
| Capital Insight Partners, LLC | 6,645 | $2.19M | 0.46% | −1,493−18.3% | Reduced |
| Connable Office Inc | 6,647 | $2.19M | 0.20% | −7−0.1% | Reduced |
| Sendero Wealth Management, LLC | 6,650 | $2.20M | 0.24% | +525+8.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,672 | $2.20M | 0.55% | −707−9.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,675 | $2.20M | 0.13% | +303+4.8% | Added |
| Gsa Capital Partners LLP | 6,673 | $2.20M | 0.19% | +4,472+203.2% | Added |
| Summit Global Investments | 6,679 | $2.21M | 0.13% | +808+13.8% | Added |