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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 12,359 | $4.08M | 0.24% | +6,670+117.2% | Added |
| Jasper Ridge Partners, L.P. | 12,379 | $4.09M | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 12,391 | $4.09M | 0.70% | +2,698+27.8% | Added |
| BLKBRD Asset Management, LP | 12,395 | $4.09M | 5.50% | −44,368−78.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,403 | $4.09M | 0.84% | −1,133−8.4% | Reduced |
| Skopos Labs, Inc. | 12,450 | $4.09M | 0.19% | +5,153+70.6% | Added |
| Crossmark Global Holdings, Inc. | 12,438 | $4.11M | 0.06% | −7,376−37.2% | Reduced |
| Acropolis Investment Management, LLC | 12,451 | $4.11M | 0.18% | −2,920−19.0% | Reduced |
| Diversify Wealth Management, LLC | 12,336 | $4.12M | 0.19% | −120−1.0% | Reduced |
| Fiduciary Alliance LLC | 12,510 | $4.13M | 0.27% | +400+3.3% | Added |
| Naples Global Advisors, LLC | 12,523 | $4.13M | 0.31% | −317−2.5% | Reduced |
| Atom Investors LP | 12,528 | $4.14M | 0.33% | +12,528 | New |
| Symphony Financial, Ltd. Co. | 12,464 | $4.14M | 0.56% | −1,108−8.2% | Reduced |
| Sowell Financial Services LLC | 12,550 | $4.14M | 0.15% | +635+5.3% | Added |
| Collar Capital Management, LLC | 12,571 | $4.15M | 2.77% | −19−0.2% | Reduced |
| Brasada Capital Management, LP | 12,462 | $4.19M | 0.72% | −2,874−18.7% | Reduced |
| Perkins Coie Trust Co | 12,741 | $4.21M | 0.78% | −531−4.0% | Reduced |
| Palouse Capital Management, Inc. | 12,757 | $4.21M | 2.70% | −803−5.9% | Reduced |
| Sandhill Capital Partners LLC | 12,826 | $4.23M | 0.30% | −1,701−11.7% | Reduced |
| Rench Wealth Management, Inc. | 12,900 | $4.26M | 1.26% | −320−2.4% | Reduced |
| Mattson Financial Services, LLC | 12,909 | $4.26M | 1.00% | −267−2.0% | Reduced |
| Twin Capital Management Inc | 12,995 | $4.29M | 0.53% | +3,748+40.5% | Added |
| S-Bank Fund Management Ltd | 13,000 | $4.29M | 0.56% | −1,077−7.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $4.29M | 1.16% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 13,036 | $4.30M | 0.22% | −246−1.9% | Reduced |
| Lincluden Management Ltd | 13,099 | $4.32M | 0.37% | −1,223−8.5% | Reduced |
| Bank of Nova Scotia Trust Co | 13,159 | $4.34M | 0.38% | +1,635+14.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,174 | $4.35M | 0.57% | +7+0.1% | Added |
| Leavell Investment Management, Inc. | 13,197 | $4.36M | 0.18% | −258−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 13,317 | $4.40M | 0.14% | −512−3.7% | Reduced |
| Caliber Wealth Management, LLC | 13,368 | $4.41M | 0.47% | +1,882+16.4% | Added |
| StoneX Group Inc. | 13,315 | $4.41M | 0.19% | +282+2.2% | Added |
| WealthShield Partners, LLC | 13,382 | $4.42M | 0.49% | +2,303+20.8% | Added |
| Ocean Capital Management, LLC | 13,385 | $4.42M | 0.88% | −553−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,477 | $4.45M | 0.05% | −7,319−35.2% | Reduced |
| CFC Planning Co LLC | 13,494 | $4.45M | 3.43% | +730+5.7% | Added |
| NBT Bank N A | 13,734 | $4.46M | 0.29% | −437−3.1% | Reduced |
| Boston Private Wealth LLC | 13,572 | $4.48M | 0.26% | −1,327−8.9% | Reduced |
| Sectoral Asset Management Inc | 13,595 | $4.49M | 3.60% | +50+0.4% | Added |
| Sky Investment Group LLC | 13,599 | $4.49M | 0.74% | −588−4.1% | Reduced |
| Hancock Whitney Corp | 13,606 | $4.49M | 0.08% | −2,038−13.0% | Reduced |
| Allen Operations LLC | 13,633 | $4.50M | 0.56% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 13,655 | $4.51M | 0.27% | −1,170−7.9% | Reduced |
| Somerville Kurt F | 13,720 | $4.53M | 0.77% | −8,109−37.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,872 | $4.59M | 0.37% | +9,872 | New |
| Donaldson Capital Management, LLC | 13,964 | $4.61M | 0.15% | −139,766−90.9% | Reduced |
| LMR Partners LLP | 14,000 | $4.62M | 0.04% | −42,856−75.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,039 | $4.63M | 0.01% | −1,234−8.1% | Reduced |
| One River Asset Management, LLC | 14,063 | $4.64M | 4.12% | +10,110+255.8% | Added |
| Frank, Rimerman Advisors LLC | 14,085 | $4.65M | 0.29% | +835+6.3% | Added |
| AlTi Global, Inc. | 14,092 | $4.65M | 0.10% | −5,667−28.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,120 | $4.66M | 0.96% | +137+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,166 | $4.68M | 0.16% | −726−4.9% | Reduced |
| Lake Street Financial LLC | 14,168 | $4.68M | 0.57% | −3,224−18.5% | Reduced |
| WealthPlan Investment Management, LLC | 14,207 | $4.69M | 0.30% | +13,450+1,776.8% | Added |
| Machina Capital S.A.S. | 14,279 | $4.71M | 0.90% | +14,279 | New |
| Sepio Capital, LP | 14,305 | $4.72M | 0.26% | +7,385+106.7% | Added |
| AMG National Trust Bank | 14,329 | $4.73M | 0.11% | −289−2.0% | Reduced |
| Linscomb & Williams, Inc. | 14,468 | $4.78M | 0.20% | +13,787+2,024.5% | Added |
| Guardian Partners Inc. | 17,562 | $4.83M | 0.39% | +3,410+24.1% | Added |
| GHP Investment Advisors, Inc. | 14,682 | $4.85M | 0.20% | +110+0.8% | Added |
| Johnson Financial Group, Inc. | 14,700 | $4.85M | 0.18% | +2,108+16.7% | Added |
| Greenwood Capital Associates LLC | 14,795 | $4.88M | 0.53% | −266−1.8% | Reduced |
| Lynch Asset Management, Inc. | 14,950 | $4.94M | 1.55% | +150+1.0% | Added |
| National Asset Management, Inc. | 14,964 | $4.94M | 0.23% | +626+4.4% | Added |
| Olstein Capital Management, L.P. | 15,000 | $4.95M | 1.02% | −1,500−9.1% | Reduced |
| Kingstone Capital Partners Texas, LLC | 15,030 | $4.96M | 2.89% | +267+1.8% | Added |
| Sigma Planning Corp | 15,111 | $4.99M | 0.14% | −1,287−7.8% | Reduced |
| Mission Wealth Management, LP | 15,147 | $5.00M | 0.10% | −903−5.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,201 | $5.02M | 1.31% | +93+0.6% | Added |
| Ossiam | 15,238 | $5.03M | 0.10% | −52,947−77.7% | Reduced |
| Groupe la Francaise | 15,277 | $5.03M | 0.07% | −390−2.5% | Reduced |
| AIMZ Investment Advisors, LLC | 15,318 | $5.06M | 1.45% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 15,320 | $5.06M | 0.15% | −1,308−7.9% | Reduced |
| Segment Wealth Management, LLC | 15,340 | $5.06M | 0.29% | +238+1.6% | Added |
| Global Retirement Partners, LLC | 15,373 | $5.07M | 0.09% | +3,640+31.0% | Added |
| Morse Asset Management, Inc | 15,386 | $5.08M | 1.02% | −891−5.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 15,389 | $5.08M | 0.41% | −9,291−37.6% | Reduced |
| Kidder Stephen W | 15,470 | $5.11M | 1.44% | +1,529+11.0% | Added |
| Trillium Asset Management, LLC | 15,205 | $5.12M | 0.16% | −12,564−45.2% | Reduced |
| Wedmont Private Capital | 14,995 | $5.12M | 0.18% | −45−0.3% | Reduced |
| Buckhead Capital Management LLC | 15,540 | $5.13M | 1.84% | −1,427−8.4% | Reduced |
| Integrated Advisors Network LLC | 15,595 | $5.15M | 0.23% | −2,352−13.1% | Reduced |
| Change Path, LLC | 15,622 | $5.16M | 0.13% | +470+3.1% | Added |
| Mader & Shannon Wealth Management, Inc. | 14,951 | $5.16M | 2.53% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 15,727 | $5.19M | 0.18% | +1,362+9.5% | Added |
| Dakota Wealth Management | 15,738 | $5.20M | 0.09% | −10,636−40.3% | Reduced |
| Game Creek Capital, LP | 15,800 | $5.22M | 1.98% | +425+2.8% | Added |
| Brooklands Fund Management Ltd | 18,205 | $5.22M | 2.79% | +18,205 | New |
| J.W. Cole Advisors, Inc. | 20,324 | $5.23M | 0.13% | −556−2.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,876 | $5.24M | 1.20% | −2,844−15.2% | Reduced |
| Ballast, Inc. | 15,946 | $5.26M | 1.23% | +253+1.6% | Added |
| Hamilton Capital Partners Inc. | 15,967 | $5.27M | 0.19% | +2,135+15.4% | Added |
| Acumen Wealth Advisors, LLC | 15,979 | $5.27M | 1.52% | +15,979 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,989 | $5.28M | 0.37% | +2,891+22.1% | Added |
| Kornitzer Capital Management Inc | 16,007 | $5.28M | 0.11% | −1,155−6.7% | Reduced |
| Chemistry Wealth Management LLC | 16,014 | $5.29M | 0.99% | −185−1.1% | Reduced |
| Liberty Capital Management, Inc. | 16,016 | $5.29M | 0.98% | +276+1.8% | Added |
| Meridian Wealth Management, LLC | 16,036 | $5.29M | 0.19% | −1,080−6.3% | Reduced |
| St Germain D J Co Inc | 16,040 | $5.29M | 0.21% | +74+0.5% | Added |