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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 16,047 | $5.30M | 0.31% | −279−1.7% | Reduced |
| BDF-Gestion | 16,067 | $5.30M | 0.65% | −1,071−6.2% | Reduced |
| Clough Capital Partners L P | 16,100 | $5.31M | 0.48% | −3,110−16.2% | Reduced |
| Chronos Wealth Management, LLC | 16,107 | $5.32M | 2.46% | +507+3.3% | Added |
| Blue Fin Capital, Inc. | 16,124 | $5.32M | 0.83% | −531−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,146 | $5.33M | 0.06% | −9,238−36.4% | Reduced |
| Meeder Advisory Services, Inc. | 16,230 | $5.36M | 0.23% | +640+4.1% | Added |
| Bulltick Wealth Management, LLC | 16,249 | $5.36M | 1.14% | −5,206−24.3% | Reduced |
| Aviance Capital Partners, LLC | 16,274 | $5.37M | 0.62% | +1,707+11.7% | Added |
| Stolper Co | 16,303 | $5.38M | 1.59% | +387+2.4% | Added |
| Winmill & Co. Inc | 16,475 | $5.44M | 1.45% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 16,547 | $5.46M | 0.10% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 16,555 | $5.46M | 0.13% | −336−2.0% | Reduced |
| Bell Asset Management Ltd | 16,543 | $5.48M | 1.46% | −2,486−13.1% | Reduced |
| Clear Street Markets LLC | 16,600 | $5.48M | 0.98% | −1,282−7.2% | Reduced |
| Smith, Salley & Associates | 16,633 | $5.49M | 0.27% | +3,760+29.2% | Added |
| International Assets Investment Management, LLC | 226,009 | $5.50M | 0.38% | +212,785+1,609.1% | Added |
| Pure Financial Advisors, Inc. | 16,690 | $5.51M | 0.08% | −657−3.8% | Reduced |
| DC Investments Management, LLC | 16,692 | $5.51M | 2.44% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,719 | $5.52M | 0.08% | +550+3.4% | Added |
| Consolidated Investment Group LLC | 16,750 | $5.53M | 0.66% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 16,771 | $5.54M | 0.12% | −957−5.4% | Reduced |
| Blue Edge Capital, LLC | 16,813 | $5.55M | 0.74% | +800+5.0% | Added |
| Ledyard National Bank | 16,946 | $5.59M | 0.48% | −866−4.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 17,001 | $5.61M | 0.44% | +2,127+14.3% | Added |
| Busey Wealth Management | 17,015 | $5.62M | 0.15% | +1,844+12.2% | Added |
| Icon Wealth Advisors, LLC | 16,956 | $5.62M | 0.37% | +1,355+8.7% | Added |
| Agf Management Ltd | 17,039 | $5.62M | 0.02% | −877−4.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 16,995 | $5.65M | 0.54% | +249+1.5% | Added |
| Penserra Capital Management LLC | 17,180 | $5.67M | 0.07% | +7,487+77.2% | Added |
| Great Waters Wealth Management | 17,197 | $5.68M | 0.62% | −49−0.3% | Reduced |
| Hodges Capital Management Inc. | 17,223 | $5.69M | 0.49% | +161+0.9% | Added |
| Cohen Klingenstein LLC | 17,289 | $5.71M | 0.17% | +39+0.2% | Added |
| Bellecapital International Ltd. | 17,337 | $5.72M | 1.02% | +889+5.4% | Added |
| Clearstead Advisors, LLC | 17,342 | $5.72M | 0.07% | −134−0.8% | Reduced |
| Fieldview Capital Management, LLC | 17,389 | $5.74M | 0.97% | +17,389 | New |
| Americana Partners, LLC | 17,394 | $5.74M | 0.16% | +3,003+20.9% | Added |
| Wealthspire Advisors, LLC | 17,398 | $5.74M | 0.05% | +5,777+49.7% | Added |
| Brookstone Capital Management | 17,485 | $5.77M | 0.07% | −230−1.3% | Reduced |
| Elwood Capital Partners LP | 17,528 | $5.79M | 4.95% | −17,500−50.0% | Reduced |
| Citizens National Bank Trust Department | 17,532 | $5.79M | 1.00% | −490−2.7% | Reduced |
| GTS Securities LLC | 17,532 | $5.79M | 0.20% | +13,113+296.7% | Added |
| Principle Wealth Partners LLC | 17,676 | $5.84M | 0.33% | +1,223+7.4% | Added |
| Alden Global Capital LLC | 17,750 | $5.86M | 3.05% | +17,750 | New |
| Greenleaf Trust | 17,782 | $5.87M | 0.05% | −393−2.2% | Reduced |
| Spire Wealth Management | 17,796 | $5.87M | 0.20% | +395+2.3% | Added |
| Saranac Partners Ltd | 17,821 | $5.88M | 2.30% | +3,347+23.1% | Added |
| Smithbridge Asset Management Inc | 17,872 | $5.90M | 0.50% | +3,499+24.3% | Added |
| Gabelli Funds LLC | 17,890 | $5.91M | 0.04% | −4,095−18.6% | Reduced |
| Roundview Capital LLC | 17,979 | $5.94M | 0.37% | +20+0.1% | Added |
| Tradition Wealth Management, LLC | 17,993 | $5.94M | 0.43% | −1,273−6.6% | Reduced |
| Ceera Investments, LLC | 18,014 | $5.95M | 2.30% | −1,015−5.3% | Reduced |
| Schmidt P J Investment Management Inc | 18,031 | $5.95M | 0.97% | −1,421−7.3% | Reduced |
| Stokes Capital Advisors, LLC | 18,050 | $5.96M | 1.36% | −620−3.3% | Reduced |
| Bensler, LLC | 18,077 | $5.97M | 0.60% | −158−0.9% | Reduced |
| Victrix Investment Advisors | 18,145 | $5.99M | 2.32% | +3,681+25.4% | Added |
| Evergreen Capital Management LLC | 18,153 | $5.99M | 0.13% | −1,714−8.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,182 | $6.00M | 0.66% | −943−4.9% | Reduced |
| YHB Investment Advisors, Inc. | 18,240 | $6.02M | 0.42% | −815−4.3% | Reduced |
| Robeco Schweiz AG | 18,261 | $6.03M | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 18,332 | $6.05M | 0.27% | +1,882+11.4% | Added |
| MMBG Investment Advisors Co. | 18,346 | $6.06M | 0.51% | +103+0.6% | Added |
| Alta Capital Management LLC | 18,495 | $6.11M | 0.41% | −5,638−23.4% | Reduced |
| Puzo Michael J | 18,537 | $6.12M | 1.67% | −1,068−5.4% | Reduced |
| Stelac Advisory Services LLC | 18,610 | $6.14M | 2.17% | +18,610 | New |
| GAMMA Investing LLC | 18,636 | $6.15M | 0.31% | +3,216+20.9% | Added |
| Wedge Capital Management L L P | 18,645 | $6.15M | 0.11% | −6,786−26.7% | Reduced |
| Profund Advisors LLC | 18,792 | $6.20M | 0.19% | +3,044+19.3% | Added |
| Ausdal Financial Partners, Inc. | 18,880 | $6.23M | 0.29% | +2,015+11.9% | Added |
| Axxcess Wealth Management, LLC | 18,902 | $6.24M | 0.11% | +611+3.3% | Added |
| TCG Advisory Services, LLC | 18,931 | $6.25M | 0.17% | +402+2.2% | Added |
| RNC Capital Management LLC | 19,005 | $6.27M | 0.29% | −6,528−25.6% | Reduced |
| Foundations Investment Advisors, LLC | 19,033 | $6.28M | 0.08% | +1,678+9.7% | Added |
| EFG International AG | 19,062 | $6.29M | 0.12% | +19,062 | New |
| Evoke Wealth, LLC | 19,187 | $6.33M | 0.12% | +15+0.1% | Added |
| Taproot Management LP | 19,273 | $6.36M | 1.03% | +19,273 | New |
| Biondo Investment Advisors, LLC | 19,338 | $6.38M | 0.77% | −2,720−12.3% | Reduced |
| Plato Investment Management Ltd | 19,276 | $6.39M | 0.42% | +399+2.1% | Added |
| Hantz Financial Services, Inc. | 19,441 | $6.42M | 0.09% | −1,269−6.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,394 | $6.42M | 0.13% | +117+0.6% | Added |
| Hilltop Holdings Inc. | 19,447 | $6.42M | 0.39% | −1,281−6.2% | Reduced |
| Ritholtz Wealth Management | 19,479 | $6.43M | 0.12% | +1,526+8.5% | Added |
| Capital Investment Advisors, LLC | 19,488 | $6.43M | 0.10% | −440−2.2% | Reduced |
| Maven Securities LTD | 19,604 | $6.48M | 0.82% | +19,604 | New |
| Anchor Capital Advisors LLC | 19,702 | $6.50M | 0.19% | −5,510−21.9% | Reduced |
| Kennedy Capital Management, Inc. | 19,707 | $6.51M | 0.14% | −10,399−34.5% | Reduced |
| Lee Danner & Bass Inc | 19,712 | $6.51M | 0.47% | −369−1.8% | Reduced |
| Banque Cantonale Vaudoise | 19,739 | $6.51M | 0.23% | +3,789+23.8% | Added |
| DJE Kapital AG | 19,602 | $6.56M | 0.18% | +19,602 | New |
| SRS Capital Advisors, Inc. | 19,892 | $6.57M | 0.19% | −16,662−45.6% | Reduced |
| San Luis Wealth Advisors LLC | 19,932 | $6.58M | 1.10% | −435−2.1% | Reduced |
| Citizens Financial Group Inc | 19,982 | $6.60M | 0.09% | −7,521−27.3% | Reduced |
| Greenwich Wealth Management LLC | 20,009 | $6.61M | 0.29% | −113−0.6% | Reduced |
| Centric Wealth Management | 23,242 | $6.64M | 1.40% | −14,343−38.2% | Reduced |
| Advisors Capital Management, LLC | 20,108 | $6.64M | 0.08% | +377+1.9% | Added |
| KMG Fiduciary Partners, LLC | 20,163 | $6.66M | 0.47% | +3,895+23.9% | Added |
| Unison Asset Management LLC | 20,453 | $6.70M | 3.00% | +1,677+8.9% | Added |
| Value Partners Investments Inc. | 20,454 | $6.76M | 0.52% | −1,931−8.6% | Reduced |
| Harbor Investment Advisory, LLC | 20,544 | $6.78M | 0.51% | +186+0.9% | Added |
| Ancora Advisors, LLC | 20,662 | $6.82M | 0.14% | −3,815−15.6% | Reduced |