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
- 3,312
- +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
- 1,116 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| FSA Advisors, Inc. | 62,835 | $66.7K | 0.05% | +62,835 | New |
| Motiv8 Investments LLC | 202 | $67.0K | 0.04% | +202 | New |
| ROSS\JOHNSON & Associates LLC | 204 | $67.3K | 1.25% | +1+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 206 | $68.0K | 0.02% | −4−1.9% | Reduced |
| ZRC Wealth Management, LLC | 206 | $68.0K | 0.02% | −37−15.2% | Reduced |
| Garner Asset Management Corp | 210 | $69.3K | 0.03% | +210 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 210 | $69.3K | 0.05% | +210 | New |
| Pin Oak Investment Advisors Inc | 252 | $70.0K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 215 | $71.0K | 0.01% | −133−38.2% | Reduced |
| Truvestments Capital LLC | 216 | $71.1K | 0.01% | +7+3.3% | Added |
| Dunhill Financial, LLC | 486 | $71.2K | 0.02% | +273+128.2% | Added |
| Ares Financial Consulting, LLC | 216 | $71.4K | 0.07% | +216 | New |
| Vermillion & White Wealth Management Group, LLC | 217 | $71.7K | 0.04% | −25−10.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 228 | $75.3K | 0.01% | +1+0.4% | Added |
| Evelyn Partners Asset Management Ltd | 237 | $78.2K | 0.02% | +27+12.9% | Added |
| Bank of New Hampshire | 240 | $79.2K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 240 | $79.2K | 0.06% | 00.0% | Unchanged |
| Curat Global, LLC | 240 | $79.2K | 0.09% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 241 | $79.6K | 0.22% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 242 | $79.9K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 246 | $81.2K | 0.04% | −253−50.7% | Reduced |
| Lummis Asset Management, LP | 249 | $82.2K | 0.05% | 00.0% | Unchanged |
| NorthAvenue LLC | 250 | $82.5K | 0.07% | +250 | New |
| Smallwood Wealth Investment Management, LLC | 254 | $83.8K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 258 | $85.1K | 0.02% | +36+16.2% | Added |
| Sherman Asset Management, Inc. | 260 | $85.8K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 264 | $87.2K | 0.02% | +45+20.5% | Added |
| Clayton Financial Group LLC | 265 | $87.3K | 0.04% | +50+23.3% | Added |
| Tidemark, LLC | 272 | $89.9K | 0.03% | −12−4.2% | Reduced |
| Kerr Financial Planning Corp | 336 | $90.0K | 0.12% | −8−2.3% | Reduced |
| Optima Capital LLC | 274 | $90.3K | 0.04% | +274 | New |
| Financial Avengers, Inc. | 274 | $90.4K | 0.04% | −57−17.2% | Reduced |
| TD Capital Management LLC | 275 | $90.6K | 0.01% | +2+0.7% | Added |
| Cape Investment Advisory, Inc. | 277 | $91.4K | 0.03% | −1,242−81.8% | Reduced |
| Meramec Financial Planners, LLC | 332 | $91.8K | 0.04% | +332 | New |
| Raffa Wealth Management, LLC | 281 | $92.8K | 0.01% | +10+3.7% | Added |
| TrustBank | 281 | $92.8K | 0.04% | +281 | New |
| Sachetta, LLC | 284 | $93.7K | 0.05% | −50−15.0% | Reduced |
| Hughes Financial Services, LLC | 287 | $94.7K | 0.01% | +25+9.5% | Added |
| Tucker Asset Management LLC | 287 | $94.7K | 0.03% | +287 | New |
| Blume Capital Management, Inc. | 290 | $95.7K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 293 | $96.7K | 0.02% | +293 | New |
| CBIZ Investment Advisory Services, LLC | 294 | $96.9K | 0.00% | −8−2.6% | Reduced |
| MPWM Advisory Solutions, LLC | 294 | $97.1K | 0.05% | +163+124.4% | Added |
| Wolff Wiese Magana LLC | 295 | $97.4K | 0.05% | −17−5.4% | Reduced |
| Bangor Savings Bank | 299 | $98.7K | 0.01% | +13+4.5% | Added |
| YANKCOM Partnership | 300 | $99.0K | 0.04% | +38+14.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 305 | $100.7K | 0.15% | +10+3.4% | Added |
| Maj Invest Holding A/S | 307 | $101.0K | 0.00% | +85+38.3% | Added |
| Tradewinds Capital Management, LLC | 310 | $102.3K | 0.02% | −17−5.2% | Reduced |
| Aspect Partners, LLC | 313 | $103.3K | 0.05% | −2−0.6% | Reduced |
| Quest Partners LLC | 313 | $103.3K | 0.01% | +163+108.7% | Added |
| Hilton Head Capital Partners, LLC | 314 | $103.5K | 0.06% | +314 | New |
| Abound Wealth Management | 315 | $103.8K | 0.02% | +71+29.1% | Added |
| Trust Co | 315 | $104.0K | 0.01% | +262+494.3% | Added |
| MB, Levis & Associates, LLC | 320 | $105.5K | 0.04% | +1+0.3% | Added |
| Standard Family Office LLC | 324 | $107.0K | 0.11% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 325 | $107.3K | 0.08% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 330 | $108.9K | 0.02% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 330 | $108.9K | 0.05% | +100+43.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 331 | $109.3K | 0.01% | +105+46.5% | Added |
| Hager Investment Management Services, LLC | 332 | $109.6K | 0.06% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 333 | $109.9K | 0.07% | +13+4.1% | Added |
| POM Investment Strategies, LLC | 335 | $110.7K | 0.06% | −18−5.1% | Reduced |
| Garton & Associates Financial Advisors LLC | 339 | $111.9K | 0.06% | +339 | New |
| Quaker Wealth Management, LLC | 342 | $112.9K | 0.04% | +14+4.3% | Added |
| Prosperity Bancshares Inc | 344 | $113.6K | 0.10% | +344 | New |
| Strategic Investment Solutions, Inc. | 345 | $114.0K | 0.03% | −1,387−80.1% | Reduced |
| GoalVest Advisory LLC | 346 | $114.2K | 0.02% | +141+68.8% | Added |
| GPS Wealth Strategies Group, LLC | 349 | $115.0K | 0.10% | −928−72.7% | Reduced |
| Wealth Watch Advisors, INC | 354 | $116.9K | 0.04% | −12−3.3% | Reduced |
| Pinney & Scofield, Inc. | 355 | $117.2K | 0.07% | −7−1.9% | Reduced |
| Greenline Wealth Management LLC | 358 | $118.2K | 0.12% | +358 | New |
| Kemnay Advisory Services Inc. | 359 | $118.5K | 0.02% | +359 | New |
| Pacific Center for Financial Services | 344 | $118.8K | 0.03% | 00.0% | Unchanged |
| Hikari Tsushin, Inc. | 365 | $120.5K | 0.01% | +365 | New |
| Kennebec Savings Bank | 370 | $122.1K | 0.11% | −67−15.3% | Reduced |
| Hara Capital LLC | 374 | $123.5K | 0.07% | 00.0% | Unchanged |
| WPG Advisers, LLC | 380 | $125.4K | 0.09% | −216−36.2% | Reduced |
| Cranbrook Wealth Management, LLC | 389 | $128.4K | 0.03% | +302+347.1% | Added |
| Stone House Investment Management, LLC | 391 | $129.0K | 0.02% | +32+8.9% | Added |
| Western Pacific Wealth Management, LP | 397 | $131.1K | 0.13% | 00.0% | Unchanged |
| Essential Partners LLC | 402 | $132.7K | 0.04% | −109−21.3% | Reduced |
| Kozak & Associates, Inc. | 386 | $132.7K | 0.03% | −83−17.7% | Reduced |
| True Wealth Design, LLC | 407 | $134.5K | 0.04% | −107−20.8% | Reduced |
| First Community Trust NA | 408 | $134.7K | 0.10% | +35+9.4% | Added |
| Strengthening Families & Communities, LLC | 409 | $134.9K | 0.05% | +71+21.0% | Added |
| Wealth Preservation Advisors, LLC | 409 | $135.0K | 0.07% | 00.0% | Unchanged |
| City State Bank | 418 | $138.0K | 0.04% | −1,844−81.5% | Reduced |
| Intesa Sanpaolo Wealth Management | 424 | $140.0K | 0.03% | +424 | New |
| Banque Transatlantique SA | 426 | $140.6K | 0.00% | −49−10.3% | Reduced |
| Security National Bank | 427 | $141.0K | 0.02% | +59+16.0% | Added |
| BankPlus Trust Department | 432 | $142.6K | 0.04% | −316−42.2% | Reduced |
| Pioneer Family Office, LLC | 440 | $145.2K | 0.10% | +440 | New |
| Financial Freedom, LLC | 440 | $145.3K | 0.07% | +1+0.2% | Added |
| Bravera Wealth | 442 | $145.9K | 0.07% | +442 | New |
| Ransom Advisory, Ltd | 445 | $146.9K | 0.06% | −400−47.3% | Reduced |
| Union Savings Bank | 449 | $148.2K | 0.06% | +449 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 453 | $149.5K | 0.03% | +453 | New |
| Greykasell Wealth Strategies, Inc. | 453 | $149.6K | 0.06% | −140−23.6% | Reduced |