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 |
|---|---|---|---|---|---|
| Stenger Family Office, LLC | 6,686 | $2.21M | 0.46% | −11,608−63.5% | Reduced |
| Sierra Summit Advisors LLC | 6,695 | $2.21M | 0.34% | +108+1.6% | Added |
| Fosun International Ltd | 6,711 | $2.22M | 0.52% | −420−5.9% | Reduced |
| Constitution Capital LLC | 6,742 | $2.23M | 1.05% | −3,085−31.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 6,742 | $2.23M | 0.40% | −560−7.7% | Reduced |
| Moody National Bank Trust Division | 6,796 | $2.24M | 0.22% | −3,020−30.8% | Reduced |
| Hennessy Advisors Inc | 6,800 | $2.24M | 0.08% | +5,400+385.7% | Added |
| BCGM Wealth Management, LLC | 6,802 | $2.25M | 0.57% | +288+4.4% | Added |
| Jackson Hole Capital Partners, LLC | 6,803 | $2.25M | 0.38% | −2,883−29.8% | Reduced |
| NorthRock Partners, LLC | 6,804 | $2.25M | 0.04% | −10,898−61.6% | Reduced |
| Parkside Financial Bank & Trust | 6,821 | $2.25M | 0.17% | +157+2.4% | Added |
| Impact Capital Partners LLC | 6,829 | $2.25M | 0.67% | +320+4.9% | Added |
| Oakworth Capital, Inc. | 6,844 | $2.26M | 0.12% | −416−5.7% | Reduced |
| Inkwell Capital LLC | 6,850 | $2.26M | 2.30% | −47−0.7% | Reduced |
| Spears Abacus Advisors LLC | 6,862 | $2.27M | 0.04% | +19+0.3% | Added |
| Nwam LLC | 6,457 | $2.27M | 0.13% | −82−1.3% | Reduced |
| Interchange Capital Partners, LLC | 6,892 | $2.28M | 0.42% | −1,043−13.1% | Reduced |
| Joel Isaacson & Co., LLC | 6,896 | $2.28M | 0.08% | −1,678−19.6% | Reduced |
| Clear Trail Advisors, LLC | 6,902 | $2.28M | 0.53% | +6,902 | New |
| SLT Holdings LLC | 6,909 | $2.28M | 1.52% | +31+0.5% | Added |
| Focused Wealth Management, Inc | 6,911 | $2.28M | 0.24% | +155+2.3% | Added |
| Journey Strategic Wealth LLC | 6,934 | $2.29M | 0.06% | +1,298+23.0% | Added |
| Fischer Financial Services, Inc. | 6,933 | $2.29M | 0.61% | −964−12.2% | Reduced |
| Cornerstone Planning, LLC | 7,013 | $2.30M | 0.53% | +7,013 | New |
| CWC Advisors, LLC. | 6,957 | $2.30M | 1.11% | −320−4.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,984 | $2.31M | 0.50% | −73−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,994 | $2.31M | 0.10% | −1,648−19.1% | Reduced |
| Elefante Mark B | 6,997 | $2.31M | 1.42% | −1,753−20.0% | Reduced |
| Carret Asset Management, LLC | 7,000 | $2.31M | 0.22% | −658−8.6% | Reduced |
| Elevated Private Wealth, LLC | 7,005 | $2.31M | 2.41% | +7,005 | New |
| Cito Capital Group, LLC | 7,026 | $2.32M | 0.68% | +1,678+31.4% | Added |
| Holderness Investments Co | 7,026 | $2.32M | 0.47% | −1,240−15.0% | Reduced |
| Csenge Advisory Group | 7,037 | $2.32M | 0.11% | +244+3.6% | Added |
| Greenfield Savings Bank | 7,037 | $2.32M | 0.98% | +78+1.1% | Added |
| Wealthedge Investment Advisors, LLC | 7,040 | $2.32M | 0.86% | +1,893+36.8% | Added |
| Caldwell Trust Co | 7,043 | $2.32M | 0.21% | −864−10.9% | Reduced |
| Capital Asset Advisory Services LLC | 6,664 | $2.33M | 0.09% | −184−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 7,076 | $2.34M | 0.09% | +1,236+21.2% | Added |
| Viawealth, LLC | 7,079 | $2.34M | 1.31% | −258−3.5% | Reduced |
| Capital Advisors Inc | 7,092 | $2.34M | 0.04% | −1,889−21.0% | Reduced |
| Solidarilty Wealth, LLC | 7,106 | $2.35M | 0.48% | +3,141+79.2% | Added |
| Modus Advisors, LLC | 7,120 | $2.35M | 0.62% | +3,396+91.2% | Added |
| Community Bank, N.A. | 7,136 | $2.36M | 0.28% | +1,403+24.5% | Added |
| Advisor OS, LLC | 7,155 | $2.36M | 0.19% | +973+15.7% | Added |
| Grimes & Company, Inc. | 7,171 | $2.37M | 0.06% | +1,060+17.3% | Added |
| Qtron Investments LLC | 7,177 | $2.37M | 0.31% | −667−8.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,183 | $2.37M | 0.04% | −989−12.1% | Reduced |
| Choate Investment Advisors | 7,204 | $2.38M | 0.05% | −1,909−20.9% | Reduced |
| Forum Financial Management, LP | 7,240 | $2.39M | 0.03% | +213+3.0% | Added |
| Meadowbrook Advisors Group, LLC | 7,258 | $2.40M | 1.34% | +7,258 | New |
| Valley National Advisers Inc | 7,264 | $2.40M | 0.33% | −187−2.5% | Reduced |
| First National Bank of Omaha | 7,226 | $2.40M | 0.07% | +1,732+31.5% | Added |
| Monetary Management Group Inc | 7,283 | $2.40M | 0.56% | −125−1.7% | Reduced |
| Richard Bernstein Advisors LLC | 7,289 | $2.41M | 0.07% | −771−9.6% | Reduced |
| Chicago Partners Investment Group LLC | 6,800 | $2.42M | 0.06% | −2,204−24.5% | Reduced |
| Fulcrum Wealth Advisors, LLC | 7,369 | $2.43M | 2.00% | +7,369 | New |
| Maia Wealth LLC | 8,648 | $2.46M | 0.42% | −455−5.0% | Reduced |
| Berkshire Asset Management LLC | 7,498 | $2.48M | 0.11% | −929−11.0% | Reduced |
| Barbara Oil Co. | 7,500 | $2.48M | 0.92% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 7,509 | $2.48M | 0.75% | +346+4.8% | Added |
| Shayne & Co., LLC | 7,515 | $2.48M | 0.75% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 7,531 | $2.49M | 0.64% | +32+0.4% | Added |
| Kempner Capital Management Inc. | 7,305 | $2.49M | 2.35% | −725−9.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,558 | $2.50M | 1.62% | +90+1.2% | Added |
| Portfolio Design Labs, LLC | 7,574 | $2.50M | 0.41% | −43−0.6% | Reduced |
| JB Capital LLC | 7,575 | $2.50M | 0.10% | +299+4.1% | Added |
| Becker Capital Management Inc | 7,576 | $2.50M | 0.07% | −8−0.1% | Reduced |
| Fragasso Group Inc. | 7,577 | $2.50M | 0.15% | −571−7.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,592 | $2.51M | 0.71% | +20+0.3% | Added |
| RMB Capital Management, LLC | 7,594 | $2.51M | 0.04% | −316−4.0% | Reduced |
| Eos Management, L.P. | 7,616 | $2.51M | 0.98% | +2,773+57.3% | Added |
| Shoker Investment Counsel, Inc. | 7,631 | $2.52M | 0.74% | −262−3.3% | Reduced |
| TD Private Client Wealth LLC | 7,663 | $2.53M | 0.05% | +125+1.7% | Added |
| Hillman Capital Management, Inc. | 7,681 | $2.54M | 1.60% | −500−6.1% | Reduced |
| First Dallas Securities Inc. | 7,687 | $2.54M | 0.94% | +46+0.6% | Added |
| Studio Investment Management LLC | 7,730 | $2.55M | 0.47% | +102+1.3% | Added |
| Cascades Capital Asset Management, LLC | 7,747 | $2.56M | 1.07% | +10.0% | Added |
| Howard Capital Management Inc. | 7,760 | $2.56M | 0.03% | +236+3.1% | Added |
| Flavin Financial Services, Inc. | 7,799 | $2.57M | 1.76% | +189+2.5% | Added |
| Trust Co of Vermont | 7,800 | $2.57M | 0.11% | −837−9.7% | Reduced |
| Central Bank & Trust Co | 7,803 | $2.58M | 0.40% | −2,903−27.1% | Reduced |
| Gs Investments, Inc. | 7,820 | $2.58M | 1.40% | −451−5.5% | Reduced |
| Nicollet Investment Management, Inc. | 7,824 | $2.58M | 0.82% | −23−0.3% | Reduced |
| Pallas Capital Advisors LLC | 7,834 | $2.59M | 0.09% | −74−0.9% | Reduced |
| English Capital Management LLC | 7,841 | $2.59M | 1.62% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 7,846 | $2.59M | 0.61% | −494−5.9% | Reduced |
| Intrust Bank NA | 7,913 | $2.61M | 0.22% | +184+2.4% | Added |
| Kinneret Advisory, LLC | 7,931 | $2.62M | 0.22% | −217−2.7% | Reduced |
| Titan Investment Management LLC | 8,002 | $2.64M | 2.41% | +8,002 | New |
| Fairbanks Capital Management, Inc. | 8,007 | $2.64M | 1.46% | +840+11.7% | Added |
| Skylands Capital, LLC | 8,020 | $2.65M | 0.36% | −6,410−44.4% | Reduced |
| U S Wealth Group, LLC. | 8,033 | $2.65M | 1.75% | −81−1.0% | Reduced |
| Pathway Financial Advisers, LLC | 8,040 | $2.65M | 0.77% | −164−2.0% | Reduced |
| HBK Sorce Advisory LLC | 9,621 | $2.66M | 0.06% | −701−6.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,085 | $2.67M | 0.41% | +323+4.2% | Added |
| Resources Management Corp | 8,100 | $2.67M | 0.35% | −728−8.2% | Reduced |
| R.H. Investment Group, LLC | 8,104 | $2.68M | 2.24% | +300+3.8% | Added |
| Essex Financial Services, Inc. | 8,118 | $2.68M | 0.15% | −605−6.9% | Reduced |
| GWN Securities Inc. | 8,133 | $2.69M | 0.54% | +839+11.5% | Added |
| Pensionfund Sabic | 8,150 | $2.69M | 0.73% | 00.0% | Unchanged |