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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 20,670 | $6.82M | 0.18% | −5,403−20.7% | Reduced |
| Checchi Capital Advisers, LLC | 20,678 | $6.83M | 0.46% | −893−4.1% | Reduced |
| Inspire Trust Co, N.A. | 20,708 | $6.84M | 1.12% | +3,008+17.0% | Added |
| Lowe Brockenbrough & Co Inc | 20,750 | $6.85M | 0.34% | −558−2.6% | Reduced |
| Allen Capital Group, LLC | 20,759 | $6.85M | 0.63% | +1,949+10.4% | Added |
| NorthCrest Asset Manangement, LLC | 20,153 | $6.89M | 0.15% | −1,796−8.2% | Reduced |
| Summit Financial, LLC | 20,970 | $6.92M | 0.10% | +2,183+11.6% | Added |
| Gluskin Sheff & Assoc Inc | 21,024 | $6.94M | 0.96% | −2,969−12.4% | Reduced |
| Catalytic Wealth RIA, LLC | 21,058 | $6.95M | 0.26% | −8,862−29.6% | Reduced |
| Farther Finance Advisors, LLC | 21,082 | $6.96M | 0.07% | +2,631+14.3% | Added |
| Sather Financial Group Inc | 21,125 | $6.97M | 0.37% | +50+0.2% | Added |
| Andra AP-fonden | 21,192 | $7.00M | 0.09% | −31,508−59.8% | Reduced |
| Moneta Group Investment Advisors LLC | 21,320 | $7.04M | 0.05% | −834−3.8% | Reduced |
| Mirabaud Asset Management Ltd | 13,201 | $7.05M | 3.38% | +13,201 | New |
| Penobscot Investment Management Company, Inc. | 21,354 | $7.05M | 0.53% | −343−1.6% | Reduced |
| Red Door Wealth Management, LLC | 21,380 | $7.06M | 0.73% | −4,579−17.6% | Reduced |
| Coldstream Capital Management Inc | 21,420 | $7.07M | 0.09% | −1,225−5.4% | Reduced |
| Westpac Banking Corp | 21,544 | $7.11M | 0.45% | −6,532−23.3% | Reduced |
| Signaturefd, LLC | 21,590 | $7.13M | 0.11% | −45−0.2% | Reduced |
| Bretton Capital Management, LLC | 21,700 | $7.16M | 5.99% | 00.0% | Unchanged |
| Ascent Group, LLC | 21,857 | $7.22M | 0.25% | −56−0.3% | Reduced |
| Tobam | 21,870 | $7.22M | 1.77% | +6,765+44.8% | Added |
| Valeo Financial Advisors, LLC | 21,929 | $7.24M | 0.16% | −624−2.8% | Reduced |
| Arkadios Wealth Advisors | 22,023 | $7.27M | 0.14% | −260−1.2% | Reduced |
| Titan Wealth (CI) Ltd | 22,100 | $7.30M | 2.81% | +22,100 | New |
| Harbour Investments, Inc. | 22,212 | $7.33M | 0.15% | +7,432+50.3% | Added |
| Summit Trail Advisors, LLC | 22,399 | $7.39M | 0.13% | −5,733−20.4% | Reduced |
| Guardian Capital LP | 22,422 | $7.40M | 0.22% | −6,573−22.7% | Reduced |
| McGinn Investment Management, Inc. | 22,476 | $7.42M | 4.31% | +176+0.8% | Added |
| First American Bank | 22,831 | $7.54M | 0.46% | −291−1.3% | Reduced |
| Marietta Wealth Management, LLC | 22,839 | $7.54M | 0.87% | +882+4.0% | Added |
| Evexia Wealth LLC | 22,518 | $7.54M | 2.11% | −557−2.4% | Reduced |
| German American Bancorp, Inc. | 22,929 | $7.57M | 0.64% | −1,391−5.7% | Reduced |
| Iyo Bank, Ltd. | 22,951 | $7.58M | 2.42% | +22,951 | New |
| Kempen Capital Management N.V. | 23,067 | $7.61M | 0.07% | −630−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,321 | $7.70M | 0.10% | +9,813+72.6% | Added |
| Ibex Wealth Advisors | 23,330 | $7.70M | 0.75% | +688+3.0% | Added |
| Meeder Asset Management Inc | 23,411 | $7.73M | 0.42% | −5,918−20.2% | Reduced |
| Sava Infond d.o.o. | 23,570 | $7.78M | 1.05% | +9,000+61.8% | Added |
| Siemens Fonds Invest GmbH | 23,492 | $7.80M | 0.42% | −8,167−25.8% | Reduced |
| Vise Technologies, Inc. | 23,662 | $7.81M | 0.15% | +7,185+43.6% | Added |
| North Point Portfolio Managers Corp | 23,922 | $7.90M | 1.34% | +44+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 23,948 | $7.91M | 0.51% | 00.0% | Unchanged |
| Tema ETFs LLC | 24,077 | $7.95M | 0.62% | +150+0.6% | Added |
| Exencial Wealth Advisors, LLC | 24,106 | $7.96M | 0.25% | −18,688−43.7% | Reduced |
| Regions Financial Corp | 24,116 | $7.96M | 0.05% | −10,637−30.6% | Reduced |
| Burney Co | 24,210 | $7.99M | 0.25% | −161−0.7% | Reduced |
| WP Advisors, LLC | 24,233 | $8.00M | 1.99% | +664+2.8% | Added |
| Concord Investment Counsel Inc. | 24,277 | $8.01M | 2.60% | −969−3.8% | Reduced |
| Two Sigma Investments, LP | 24,291 | $8.02M | 0.01% | +5,264+27.7% | Added |
| MUFG Securities Americas Inc. | 24,404 | $8.06M | 0.50% | −19−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,407 | $8.06M | 0.20% | −1,401−5.4% | Reduced |
| Carnegie Lake Advisors LLC | 24,466 | $8.08M | 3.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 24,519 | $8.09M | 0.88% | +823+3.5% | Added |
| Venator Management LLC | 24,560 | $8.11M | 1.83% | −1,000−3.9% | Reduced |
| Wiregrass Investment Management LLC | 24,571 | $8.11M | 6.78% | +24,571 | New |
| Securian Asset Management, Inc | 24,631 | $8.13M | 0.31% | −19,108−43.7% | Reduced |
| Sienna Gestion | 24,625 | $8.14M | 0.49% | −2,188−8.2% | Reduced |
| Banque de Luxembourg S.A. | 24,719 | $8.16M | 3.82% | +909+3.8% | Added |
| Amica Mutual Insurance Co | 24,776 | $8.18M | 0.71% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 24,834 | $8.20M | 0.80% | +2,140+9.4% | Added |
| WoodTrust Financial Corp | 24,860 | $8.21M | 0.96% | −1,965−7.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.76% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 24,918 | $8.23M | 1.91% | −440−1.7% | Reduced |
| Mirador Capital Partners LP | 24,949 | $8.24M | 1.13% | +23,592+1,738.5% | Added |
| Goelzer Investment Management, Inc. | 24,984 | $8.25M | 0.38% | +663+2.7% | Added |
| Private Capital Advisors, Inc. | 25,001 | $8.25M | 0.84% | −11,464−31.4% | Reduced |
| Osborne Partners Capital Management, LLC | 25,002 | $8.25M | 0.43% | +25,002 | New |
| Hardman Johnston Global Advisors LLC | 25,111 | $8.29M | 0.39% | +29+0.1% | Added |
| Mirae Asset Securities (USA) Inc. | 25,167 | $8.31M | 0.33% | +105+0.4% | Added |
| GAM Holding AG | 25,245 | $8.33M | 0.53% | −10,245−28.9% | Reduced |
| Fulcrum Capital LLC | 25,427 | $8.39M | 1.69% | +349+1.4% | Added |
| IFP Advisors, Inc | 25,452 | $8.40M | 0.19% | +12,497+96.5% | Added |
| SOL Capital Management CO | 25,466 | $8.41M | 0.76% | +279+1.1% | Added |
| NWF Advisory Services Inc. | 25,618 | $8.46M | 0.93% | +12,607+96.9% | Added |
| Annex Advisory Services, LLC | 25,784 | $8.51M | 0.16% | +8,606+50.1% | Added |
| Park Avenue Securities LLC | 25,924 | $8.56M | 0.07% | −1,676−6.1% | Reduced |
| Azimuth Capital Investment Management LLC | 25,970 | $8.57M | 0.31% | −358−1.4% | Reduced |
| Ofi Invest Asset Management | 30,175 | $8.58M | 0.12% | −110,552−78.6% | Reduced |
| Freestone Capital Holdings, LLC | 26,017 | $8.59M | 0.25% | −421−1.6% | Reduced |
| McRae Capital Management Inc | 26,101 | $8.62M | 1.76% | −273−1.0% | Reduced |
| Van Den Berg Management I, Inc | 26,123 | $8.62M | 1.98% | +283+1.1% | Added |
| Mattern Capital Management, LLC | 26,131 | $8.63M | 1.02% | +3,782+16.9% | Added |
| Principal Securities, Inc. | 26,239 | $8.66M | 0.13% | −3,208−10.9% | Reduced |
| North Star Asset Management Inc | 26,250 | $8.67M | 0.35% | −4,215−13.8% | Reduced |
| Parallel Advisors, LLC | 26,422 | $8.73M | 0.16% | −909−3.3% | Reduced |
| CAPROCK Group, Inc. | 26,441 | $8.73M | 0.18% | +4,078+18.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,500 | $8.75M | 0.07% | 00.0% | Unchanged |
| Asio Capital, LLC | 26,577 | $8.77M | 1.24% | +2,344+9.7% | Added |
| Davy Global Fund Management Ltd | 26,589 | $8.78M | 0.61% | +4,770+21.9% | Added |
| La Banque Postale Asset Management SA | 26,666 | $8.80M | 0.10% | +26,666 | New |
| E20 Capital Ltd | 26,690 | $8.81M | 3.18% | +26,690 | New |
| Blue Zone Wealth Advisors, LLC | 26,768 | $8.84M | 1.69% | +518+2.0% | Added |
| Exchange Traded Concepts, LLC | 26,786 | $8.84M | 0.07% | +14,688+121.4% | Added |
| Jessup Wealth Management, Inc | 26,800 | $8.85M | 2.92% | +25,425+1,849.1% | Added |
| Kovack Advisors, Inc. | 26,812 | $8.85M | 0.42% | +6,180+30.0% | Added |
| Savant Capital, LLC | 26,887 | $8.88M | 0.05% | −210−0.8% | Reduced |
| Spinnaker Trust | 26,898 | $8.88M | 0.48% | +413+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 26,929 | $8.89M | 0.14% | −1,385−4.9% | Reduced |
| Quadrant Capital Group LLC | 27,081 | $8.94M | 0.27% | −724−2.6% | Reduced |