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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 8,173 | $2.70M | 0.43% | −2,683−24.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,191 | $2.70M | 0.59% | −149−1.8% | Reduced |
| Insigneo Advisory Services, LLC | 8,209 | $2.71M | 0.19% | −488−5.6% | Reduced |
| Paradigm Financial Partners, LLC | 8,228 | $2.72M | 0.27% | −1,195−12.7% | Reduced |
| Delphi Financial Group, Inc. | 8,240 | $2.72M | 1.36% | +8,240 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,242 | $2.72M | 0.19% | +846+11.4% | Added |
| Fulcrum Asset Management LLP | 8,198 | $2.72M | 0.76% | −243−2.9% | Reduced |
| Applied Finance Capital Management, LLC | 8,262 | $2.73M | 0.20% | +62+0.8% | Added |
| Asset Dedication, LLC | 8,270 | $2.73M | 0.18% | +199+2.5% | Added |
| Delaney Dennis R | 8,271 | $2.73M | 1.37% | +739+9.8% | Added |
| Sage Mountain Advisors LLC | 8,289 | $2.74M | 0.15% | +8+0.1% | Added |
| Milestone Asset Management, LLC | 8,309 | $2.74M | 0.52% | +1,449+21.1% | Added |
| Global Assets Advisory, LLC | 8,327 | $2.75M | 0.79% | +5+0.1% | Added |
| Paradigm Asset Management Co LLC | 8,380 | $2.77M | 0.64% | −700−7.7% | Reduced |
| Signal Advisors Wealth, LLC | 8,396 | $2.77M | 0.22% | +1,235+17.2% | Added |
| Family Legacy, Inc. | 8,404 | $2.77M | 0.83% | +77+0.9% | Added |
| Cullen Investment Group, Ltd. | 8,092 | $2.78M | 0.36% | −10,150−55.6% | Reduced |
| Independence Bank of Kentucky | 8,441 | $2.79M | 0.35% | +501+6.3% | Added |
| Bluesphere Advisors, LLC | 8,472 | $2.80M | 1.24% | +1,547+22.3% | Added |
| Signet Investment Advisory Group, Inc. | 8,487 | $2.80M | 1.30% | +134+1.6% | Added |
| Western Wealth Management, LLC | 8,537 | $2.82M | 0.13% | −5−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 8,561 | $2.83M | 1.15% | +196+2.3% | Added |
| Aigen Investment Management, LP | 8,562 | $2.83M | 0.65% | +6,249+270.2% | Added |
| Northern Oak Wealth Management Inc | 8,583 | $2.83M | 0.36% | −778−8.3% | Reduced |
| Sumitomo Life Insurance Co | 8,604 | $2.84M | 0.08% | +74+0.9% | Added |
| Independent Financial Group, LLC | 8,637 | $2.85M | 0.06% | +222+2.6% | Added |
| Dana Investment Advisors, Inc. | 8,645 | $2.85M | 0.08% | −1,176−12.0% | Reduced |
| Miracle Mile Advisors, LLC | 8,653 | $2.86M | 0.04% | +147+1.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,658 | $2.86M | 0.09% | −77−0.9% | Reduced |
| Marathon Asset Management LP | 10,000 | $2.87M | 4.46% | −2,500−20.0% | Reduced |
| Parsonex Advisory Services, Inc. | 8,695 | $2.87M | 1.83% | +739+9.3% | Added |
| V2 Financial group LLC | 8,700 | $2.87M | 1.41% | +358+4.3% | Added |
| Cassaday & Co Wealth Management LLC | 8,748 | $2.89M | 0.06% | +30.0% | Added |
| Harrell Investment Partners, LLC | 8,760 | $2.89M | 0.68% | −1,292−12.9% | Reduced |
| Cigna Investments Inc | 8,780 | $2.90M | 0.42% | −80−0.9% | Reduced |
| Notis-McConarty Edward | 8,802 | $2.91M | 1.35% | −311−3.4% | Reduced |
| Verition Fund Management LLC | 8,803 | $2.91M | 0.02% | −1,793−16.9% | Reduced |
| Sullivan Wood Capital Management LLC | 8,816 | $2.91M | 4.39% | +2,945+50.2% | Added |
| Kapitalo Investimentos Ltda | 8,826 | $2.91M | 0.56% | −47−0.5% | Reduced |
| KCM Investment Advisors LLC | 8,842 | $2.92M | 0.09% | −389−4.2% | Reduced |
| Van Hulzen Asset Management, LLC | 8,843 | $2.92M | 0.21% | −3,276−27.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,857 | $2.92M | 1.60% | −162−1.8% | Reduced |
| Commonwealth Retirement Investments LLC | 8,879 | $2.93M | 0.94% | −5−0.1% | Reduced |
| Axq Capital, LP | 8,886 | $2.93M | 0.66% | +8,886 | New |
| Schnieders Capital Management, LLC. | 8,893 | $2.94M | 0.46% | +895+11.2% | Added |
| BigSur Wealth Management LLC | 8,894 | $2.94M | 0.71% | −550−5.8% | Reduced |
| Wealthcare Advisory Partners LLC | 8,901 | $2.94M | 0.06% | −62−0.7% | Reduced |
| Field & Main Bank | 8,907 | $2.94M | 0.85% | +29+0.3% | Added |
| Legacy Wealth Management, LLC | 8,910 | $2.94M | 0.79% | −3,970−30.8% | Reduced |
| Marathon Wealth Advisors LLC | 8,942 | $2.95M | 1.17% | +8,942 | New |
| Manhattan West Asset Management, LLC | 8,963 | $2.96M | 0.61% | −1,254−12.3% | Reduced |
| Blackstone Group Inc. | 8,996 | $2.97M | 0.01% | +240+2.7% | Added |
| Ted Buchan & Co | 8,999 | $2.97M | 1.09% | +447+5.2% | Added |
| Castleview Partners, LLC | 9,001 | $2.97M | 1.47% | +1,307+17.0% | Added |
| Capital Analysts, LLC | 9,016 | $2.98M | 0.08% | −125−1.4% | Reduced |
| City Holding Co | 9,032 | $2.98M | 0.37% | −1,720−16.0% | Reduced |
| Montag A & Associates Inc | 9,047 | $2.99M | 0.14% | −1,209−11.8% | Reduced |
| Visionary Wealth Advisors | 9,051 | $2.99M | 0.13% | +75+0.8% | Added |
| Poehling Capital Management, LLC | 9,063 | $2.99M | 0.61% | +50+0.6% | Added |
| Griffin Asset Management, Inc. | 9,081 | $3.00M | 0.32% | −6,978−43.5% | Reduced |
| Fortis Group Advisors, LLC | 10,472 | $3.00M | 0.50% | +1,753+20.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,105 | $3.01M | 1.68% | −1,789−16.4% | Reduced |
| Farmers National Bank | 9,112 | $3.01M | 0.67% | −1,499−14.1% | Reduced |
| Woodmont Investment Counsel LLC | 9,114 | $3.01M | 0.19% | −242−2.6% | Reduced |
| Salem Investment Counselors Inc | 9,183 | $3.03M | 0.09% | −545−5.6% | Reduced |
| Cidel Asset Management Inc | 9,192 | $3.03M | 0.21% | +1,278+16.1% | Added |
| Granite Investment Partners, LLC | 9,208 | $3.04M | 0.18% | −50−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 9,216 | $3.04M | 0.21% | −1,702−15.6% | Reduced |
| Rehmann Capital Advisory Group | 9,215 | $3.04M | 0.16% | +149+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 9,249 | $3.05M | 1.46% | −1,917−17.2% | Reduced |
| TKG Advisors, LLC | 9,251 | $3.05M | 1.23% | −237−2.5% | Reduced |
| Pinnacle Holdings, LLC | 9,294 | $3.07M | 1.04% | +63+0.7% | Added |
| Estabrook Capital Management | 9,307 | $3.07M | 0.45% | −103−1.1% | Reduced |
| Chicago Trust Co NA | 9,338 | $3.08M | 0.48% | −400−4.1% | Reduced |
| Saber Capital Managment, LLC | 9,357 | $3.09M | 2.64% | +9,357 | New |
| Aviso Financial Inc. | 9,358 | $3.09M | 0.12% | −3,517−27.3% | Reduced |
| Generali Investments, Management Co LLC | 9,361 | $3.09M | 0.62% | −2,785−22.9% | Reduced |
| Jump Financial, LLC | 9,377 | $3.10M | 0.04% | −204−2.1% | Reduced |
| Cary Street Partners Financial LLC | 9,448 | $3.12M | 0.08% | −1,791−15.9% | Reduced |
| King Luther Capital Management Corp | 9,472 | $3.13M | 0.01% | −3,831−28.8% | Reduced |
| G&S Capital LLC | 9,509 | $3.14M | 1.11% | −200−2.1% | Reduced |
| Integrity Alliance, LLC. | 9,524 | $3.14M | 0.12% | +259+2.8% | Added |
| Smartleaf Asset Management LLC | 9,468 | $3.15M | 0.12% | +1,935+25.7% | Added |
| Belpointe Asset Management LLC | 9,528 | $3.15M | 0.11% | +481+5.3% | Added |
| Chilton Investment Co LLC | 9,546 | $3.15M | 0.07% | −57−0.6% | Reduced |
| Griffith & Werner, Inc. | 9,565 | $3.16M | 1.61% | +115+1.2% | Added |
| PACK Private Wealth, LLC | 9,566 | $3.16M | 1.44% | −30.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,576 | $3.16M | 0.64% | +228+2.4% | Added |
| Ami Investment Management Inc | 9,589 | $3.17M | 0.71% | −69−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 9,598 | $3.17M | 0.22% | +39+0.4% | Added |
| Rakuten Securities, Inc. | 9,598 | $3.17M | 1.03% | −6,596−40.7% | Reduced |
| Evolve Private Wealth, LLC | 9,603 | $3.17M | 0.19% | +9,603 | New |
| Syon Capital LLC | 9,624 | $3.18M | 0.16% | +1,255+15.0% | Added |
| Schonfeld Strategic Advisors LLC | 9,656 | $3.19M | 0.02% | −97,210−91.0% | Reduced |
| Eclectic Associates Inc | 9,658 | $3.19M | 0.50% | −39−0.4% | Reduced |
| HealthInvest Partners AB | 14,636 | $3.19M | 1.02% | +909+6.6% | Added |
| Gladstone Institutional Advisory LLC | 9,667 | $3.19M | 0.12% | −5,333−35.6% | Reduced |
| Weik Capital Management | 9,670 | $3.19M | 1.20% | −198−2.0% | Reduced |
| Fulton Bank, N.A. | 9,689 | $3.20M | 0.11% | +1,121+13.1% | Added |
| Atomi Financial Group, Inc. | 9,744 | $3.22M | 0.10% | +927+10.5% | Added |