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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 9,813 | $3.24M | 1.34% | −188−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 9,817 | $3.24M | 0.21% | −723−6.9% | Reduced |
| Highland Capital Management, LLC | 9,825 | $3.24M | 0.16% | −450−4.4% | Reduced |
| Fidelis Capital Partners, LLC | 9,831 | $3.25M | 0.24% | +185+1.9% | Added |
| Chickasaw Capital Management LLC | 9,842 | $3.25M | 0.13% | +414+4.4% | Added |
| Morton Community Bank | 11,349 | $3.26M | 0.70% | +1,180+11.6% | Added |
| Harbour Capital Advisors, LLC | 9,706 | $3.27M | 0.66% | −75−0.8% | Reduced |
| Eastern Bank | 9,926 | $3.28M | 0.06% | −1,152−10.4% | Reduced |
| one8zero8, LLC | 9,992 | $3.30M | 0.72% | 00.0% | Unchanged |
| Kamunting Street Capital Management, L.P. | 10,000 | $3.30M | 2.25% | +10,000 | New |
| Ranmore Fund Management Ltd | 10,000 | $3.30M | 0.57% | −25,000−71.4% | Reduced |
| Tritonpoint Wealth, LLC | 10,014 | $3.31M | 0.34% | −2,992−23.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 10,044 | $3.32M | 1.00% | +256+2.6% | Added |
| First Foundation Advisors | 10,051 | $3.32M | 0.13% | +75+0.8% | Added |
| KKM Financial LLC | 10,069 | $3.32M | 0.59% | −182−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,080 | $3.33M | 0.10% | −258−2.5% | Reduced |
| SevenBridge Financial Group, LLC | 9,469 | $3.33M | 0.54% | −1,026−9.8% | Reduced |
| Round Rock Advisors, LLC | 10,091 | $3.33M | 0.50% | −22−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,110 | $3.34M | 0.16% | +4,630+84.5% | Added |
| Brown Shipley& Co Ltd | 10,114 | $3.34M | 1.79% | −588−5.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,115 | $3.34M | 0.16% | +1,253+14.1% | Added |
| Plancorp, LLC | 10,133 | $3.35M | 0.10% | −17−0.2% | Reduced |
| Permanens Capital L.P. | 10,150 | $3.35M | 0.44% | −9,634−48.7% | Reduced |
| Verdence Capital Advisors LLC | 10,171 | $3.36M | 0.20% | −5,656−35.7% | Reduced |
| Trust Asset Management LLC | 10,210 | $3.37M | 0.23% | −390−3.7% | Reduced |
| IHT Wealth Management, LLC | 10,264 | $3.38M | 0.08% | −198−1.9% | Reduced |
| AdvisorNet Financial, Inc | 10,280 | $3.39M | 0.18% | −464−4.3% | Reduced |
| Aaron Wealth Advisors | 10,286 | $3.40M | 0.19% | +378+3.8% | Added |
| William B. Walkup & Associates, Inc. | 10,321 | $3.41M | 1.87% | −64−0.6% | Reduced |
| Qsemble Capital Management, LP | 10,353 | $3.42M | 0.28% | +10,353 | New |
| Colonial Trust Co | 10,383 | $3.43M | 0.46% | −747−6.7% | Reduced |
| Brown Miller Wealth Management, LLC | 10,391 | $3.43M | 0.95% | +238+2.3% | Added |
| Beech Hill Advisors, Inc. | 10,432 | $3.44M | 1.65% | −38−0.4% | Reduced |
| TrueMark Investments, LLC | 10,465 | $3.45M | 0.66% | +10,465 | New |
| Dempze Nancy E | 10,466 | $3.45M | 1.80% | −2,073−16.5% | Reduced |
| Accredited Investors Inc. | 10,502 | $3.47M | 0.18% | +176+1.7% | Added |
| Whalerock Point Partners, LLC | 10,613 | $3.50M | 0.67% | −320−2.9% | Reduced |
| Simplicity Wealth,LLC | 10,649 | $3.52M | 0.21% | +1,202+12.7% | Added |
| Logan Capital Management Inc | 10,665 | $3.52M | 0.15% | −4,910−31.5% | Reduced |
| Tejara Capital Ltd | 10,680 | $3.53M | 1.47% | +10,680 | New |
| Glenview Trust Co | 10,684 | $3.53M | 0.05% | −482−4.3% | Reduced |
| Lountzis Asset Management, LLC | 10,694 | $3.53M | 1.25% | −155−1.4% | Reduced |
| First Interstate Bank | 10,697 | $3.53M | 0.19% | −316−2.9% | Reduced |
| Krilogy Financial LLC | 10,043 | $3.53M | 0.12% | +1,720+20.7% | Added |
| Elgethun Capital Management | 10,699 | $3.53M | 0.61% | +150+1.4% | Added |
| Central Pacific Bank - Trust Division | 10,807 | $3.57M | 0.44% | −1,718−13.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,845 | $3.58M | 0.04% | −95−0.9% | Reduced |
| Perigon Wealth Management, LLC | 10,957 | $3.62M | 0.06% | +2,488+29.4% | Added |
| Coastline Trust Co | 10,984 | $3.63M | 0.34% | +4,498+69.3% | Added |
| VestGen Advisors, LLC | 11,021 | $3.64M | 0.15% | −8,821−44.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,049 | $3.65M | 0.18% | +11,049 | New |
| Tulsa Wealth Advisors, INC | 11,056 | $3.65M | 1.21% | +11,056 | New |
| Silvercrest Asset Management Group LLC | 11,083 | $3.66M | 0.03% | −956−7.9% | Reduced |
| Rothschild Investment LLC | 11,086 | $3.66M | 0.20% | −83−0.7% | Reduced |
| Hilton Capital Management, LLC | 11,094 | $3.66M | 0.28% | +11,094 | New |
| GM Advisory Group, Inc. | 11,128 | $3.67M | 0.14% | −4,725−29.8% | Reduced |
| Stevens Capital Management LP | 11,136 | $3.68M | 1.29% | +3,978+55.6% | Added |
| Prescott Group Capital Management, L.L.C. | 11,183 | $3.69M | 0.34% | +6,008+116.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 11,184 | $3.69M | 0.82% | +11,184 | New |
| Aurdan Capital Management, LLC | 11,186 | $3.69M | 1.14% | −1,024−8.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,218 | $3.70M | 0.22% | +826+7.9% | Added |
| SageView Advisory Group, LLC | 11,218 | $3.70M | 0.13% | −835−6.9% | Reduced |
| West Branch Capital LLC | 11,246 | $3.71M | 0.96% | −2,194−16.3% | Reduced |
| Sagespring Wealth Partners, LLC | 11,264 | $3.72M | 0.07% | +1,460+14.9% | Added |
| AlphaCore Capital LLC | 11,266 | $3.72M | 0.08% | +6,020+114.8% | Added |
| Flagship Harbor Advisors, LLC | 11,269 | $3.72M | 0.18% | −1,871−14.2% | Reduced |
| ZEGA Investments, LLC | 11,276 | $3.72M | 0.72% | +629+5.9% | Added |
| Westbourne Investments, Inc. | 11,355 | $3.75M | 1.74% | −305−2.6% | Reduced |
| Meridian Wealth Advisors, LLC | 11,379 | $3.76M | 0.52% | −1,365−10.7% | Reduced |
| Venture Visionary Partners LLC | 11,160 | $3.79M | 0.12% | +550+5.2% | Added |
| Matauro, LLC | 11,485 | $3.79M | 0.57% | −638−5.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,506 | $3.80M | 0.19% | −156−1.3% | Reduced |
| Brentview Investment Management LLC | 11,596 | $3.83M | 1.73% | −86−0.7% | Reduced |
| Flax Pond Capital, LLC | 11,630 | $3.84M | 2.85% | +11,630 | New |
| HBW Advisory Services LLC | 11,633 | $3.84M | 0.42% | −1,416−10.9% | Reduced |
| Opal Capital LLC | 11,775 | $3.86M | 0.97% | +11,775 | New |
| Pine Valley Investments Ltd Liability Co | 11,730 | $3.87M | 0.19% | −20,239−63.3% | Reduced |
| Pacific Capital Partners Ltd | 11,750 | $3.88M | 4.12% | +3,125+36.2% | Added |
| Calamos Wealth Management LLC | 11,814 | $3.90M | 0.14% | +1,967+20.0% | Added |
| Earnest Partners LLC | 11,824 | $3.90M | 0.02% | −3,146−21.0% | Reduced |
| Ostrum Asset Management | 11,836 | $3.91M | 0.19% | −2,362−16.6% | Reduced |
| Broderick Brian C | 11,844 | $3.91M | 0.74% | −7,746−39.5% | Reduced |
| Tradewinds, LLC. | 11,850 | $3.91M | 0.93% | −193−1.6% | Reduced |
| Berger Financial Group, Inc | 11,864 | $3.92M | 0.23% | −2,659−18.3% | Reduced |
| Alps Advisors Inc | 11,864 | $3.92M | 0.02% | −64−0.5% | Reduced |
| Money Concepts Capital Corp | 11,875 | $3.92M | 0.22% | −505−4.1% | Reduced |
| PFG Investments, LLC | 11,900 | $3.93M | 0.19% | −1,675−12.3% | Reduced |
| Buckingham Strategic Partners | 11,962 | $3.95M | 0.05% | −4,475−27.2% | Reduced |
| Sivik Global Healthcare LLC | 12,000 | $3.96M | 1.93% | 00.0% | Unchanged |
| Wright Investors Service Inc | 12,086 | $3.99M | 1.20% | −2,422−16.7% | Reduced |
| Huber Capital Management LLC | 12,086 | $3.99M | 0.59% | +12,086 | New |
| Leeward Financial Partners, LLC | 12,117 | $4.00M | 1.12% | +213+1.8% | Added |
| Teamwork Financial Advisors, LLC | 12,137 | $4.01M | 0.43% | +6,248+106.1% | Added |
| Centaurus Financial, Inc. | 12,190 | $4.02M | 0.18% | +4,622+61.1% | Added |
| Titleist Asset Management, LLC | 12,194 | $4.03M | 0.33% | +1,152+10.4% | Added |
| Eagle Rock Investment Company, LLC | 12,292 | $4.06M | 0.57% | −613−4.8% | Reduced |
| Litman Gregory Asset Management LLC | 12,316 | $4.07M | 0.30% | −4,027−24.6% | Reduced |
| Clear Harbor Asset Management, LLC | 12,329 | $4.07M | 0.28% | −1,213−9.0% | Reduced |
| Modera Wealth Management, LLC | 12,334 | $4.07M | 0.05% | −897−6.8% | Reduced |
| Immersion Capital LLP | 12,340 | $4.07M | 5.89% | +2,940+31.3% | Added |