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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 455 | $150.3K | 0.03% | +36+8.6% | Added |
| Fortitude Family Office, LLC | 465 | $153.5K | 0.04% | +65+16.3% | Added |
| Entelevest, LLC | 477 | $157.5K | 0.16% | +477 | New |
| Barrett & Company, Inc. | 481 | $158.9K | 0.05% | −664−58.0% | Reduced |
| Sofos Investments, Inc. | 485 | $160.1K | 0.03% | −119−19.7% | Reduced |
| IMG Wealth Management, Inc. | 486 | $160.4K | 0.10% | +53+12.2% | Added |
| TSFG, LLC | 492 | $162.0K | 0.02% | −6−1.2% | Reduced |
| Basepoint Wealth LLC | 491 | $162.2K | 0.10% | +491 | New |
| Operose Advisors LLC | 492 | $162.3K | 0.04% | −415−45.8% | Reduced |
| Princeton Global Asset Management LLC | 495 | $163.3K | 0.03% | −49−9.0% | Reduced |
| Atwood & Palmer Inc | 496 | $163.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 500 | $165.2K | 0.01% | −150−23.1% | Reduced |
| Old Point Trust & Financial Services N A | 510 | $168.4K | 0.05% | −30−5.6% | Reduced |
| Dougherty Wealth Advisers LLC | 510 | $168.4K | 0.10% | 00.0% | Unchanged |
| Centennial Bank | 514 | $169.7K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 621 | $171.8K | 0.06% | −61−8.9% | Reduced |
| Davis Capital Management | 529 | $174.6K | 0.12% | −516−49.4% | Reduced |
| Kingdom Financial Group LLC. | 530 | $175.0K | 0.05% | −1,085−67.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 534 | $176.3K | 0.01% | +534 | New |
| Mascoma Wealth Management LLC | 550 | $181.6K | 0.04% | +3+0.5% | Added |
| Global Trust Asset Management, LLC | 558 | $184.2K | 0.07% | −352−38.7% | Reduced |
| Bogart Wealth, LLC | 559 | $184.4K | 0.01% | −290−34.2% | Reduced |
| American Capital Advisory, LLC | 563 | $185.9K | 0.08% | +6+1.1% | Added |
| Cornerstone Planning Group LLC | 637 | $187.4K | 0.03% | −581−47.7% | Reduced |
| New Wave Wealth Advisors LLC | 570 | $188.2K | 0.07% | +570 | New |
| DAGCO, Inc. | 572 | $188.7K | 0.04% | −4−0.7% | Reduced |
| 1620 Investment Advisors, Inc. | 578 | $190.8K | 0.13% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 579 | $191.1K | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 586 | $193.4K | 0.06% | −26−4.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 591 | $195.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 603 | $199.1K | 0.10% | +200+49.6% | Added |
| UMA Financial Services, Inc. | 603 | $199.1K | 0.03% | −163−21.3% | Reduced |
| Olistico Wealth, LLC | 606 | $200.0K | 0.10% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 606 | $200.0K | 0.03% | +606 | New |
| Westshore Wealth, LLC | 607 | $200.4K | 0.07% | −79−11.5% | Reduced |
| Curran Financial Partners, LLC | 607 | $200.4K | 0.04% | −308−33.7% | Reduced |
| HORAN Wealth, LLC | 608 | $200.7K | 0.03% | −23−3.6% | Reduced |
| Leigh Baldwin & Co., LLC | 608 | $201.0K | 0.13% | −198−24.6% | Reduced |
| Capstone Wealth Management Group LLC | 609 | $201.0K | 0.12% | −50−7.6% | Reduced |
| Strategic Investment Advisors | 609 | $201.2K | 0.02% | +609 | New |
| Acorn Financial Advisory Services Inc | 610 | $201.3K | 0.03% | −73−10.7% | Reduced |
| G2 Capital Management, LLC | 611 | $201.5K | 0.05% | +14+2.3% | Added |
| Tennessee Valley Asset Management Partners | 611 | $201.6K | 0.03% | +611 | New |
| Lawood & Co | 611 | $201.7K | 0.19% | +611 | New |
| SkyOak Wealth, LLC | 612 | $202.0K | 0.04% | −30−4.7% | Reduced |
| TriaGen Wealth Management LLC | 613 | $202.4K | 0.05% | −335−35.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 614 | $202.7K | 0.07% | +22+3.7% | Added |
| NewSquare Capital LLC | 614 | $202.7K | 0.02% | −62−9.2% | Reduced |
| Northern Capital Management, Inc. | 615 | $202.9K | 0.11% | +615 | New |
| Win Advisors, Inc | 615 | $203.1K | 0.09% | +615 | New |
| BluePath Capital Management, LLC | 616 | $203.2K | 0.14% | +616 | New |
| Whelan Financial | 617 | $203.5K | 0.06% | −141−18.6% | Reduced |
| Capstone Investment Advisors, LLC | 617 | $203.7K | 0.00% | −23,249−97.4% | Reduced |
| Cozad Asset Management Inc | 619 | $204.3K | 0.02% | −83−11.8% | Reduced |
| Second Half Financial Partners, LLC | 619 | $204.4K | 0.09% | +2+0.3% | Added |
| Palisade Capital Management LLC | 620 | $204.7K | 0.01% | +620 | New |
| Wealth Dimensions Group, Ltd. | 620 | $204.7K | 0.04% | −87−12.3% | Reduced |
| Wiser Wealth Management, Inc | 621 | $205.0K | 0.05% | −52−7.7% | Reduced |
| Westmount Partners, LLC | 621 | $205.0K | 0.05% | −412−39.9% | Reduced |
| Newton One Investments LLC | 622 | $205.3K | 0.06% | +4+0.6% | Added |
| Southern Financial Group, LLC | 623 | $205.8K | 0.06% | +623 | New |
| Cane Capital Partners, LLC | 624 | $206.0K | 0.09% | +624 | New |
| WestEnd Advisors, LLC | 626 | $206.6K | 0.00% | −15−2.3% | Reduced |
| MGO Private Wealth, LLC | 626 | $206.6K | 0.13% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 626 | $206.8K | 0.06% | +41+7.0% | Added |
| Cora Capital Advisors LLC | 628 | $207.3K | 0.08% | +15+2.4% | Added |
| Crawford Investment Counsel Inc | 629 | $207.7K | 0.00% | −612−49.3% | Reduced |
| Fairvoy Private Wealth, LLC | 630 | $207.9K | 0.05% | −11−1.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 631 | $208.3K | 0.02% | −52−7.6% | Reduced |
| Arq Wealth Advisors, LLC | 632 | $208.6K | 0.06% | −294−31.7% | Reduced |
| Challenger Wealth Management | 633 | $208.8K | 0.16% | −169−21.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 634 | $209.4K | 0.04% | −41−6.1% | Reduced |
| Corundum Group, Inc. | 637 | $210.3K | 0.07% | −40−5.9% | Reduced |
| Essential Investment Partners LLC | 637 | $210.3K | 0.20% | +637 | New |
| Gould Asset Management LLC | 640 | $211.3K | 0.04% | −208−24.5% | Reduced |
| Investments & Financial Planning, LLC | 642 | $212.0K | 0.11% | 00.0% | Unchanged |
| Avion Wealth | 644 | $212.0K | 0.04% | +147+29.6% | Added |
| Etesian Wealth Advisors, Inc. | 645 | $212.9K | 0.07% | +65+11.2% | Added |
| Laurel Wealth Advisors LLC | 646 | $213.3K | 0.03% | +646 | New |
| New Hampshire Trust | 647 | $213.6K | 0.04% | +43+7.1% | Added |
| Wealthquest Corp | 647 | $213.6K | 0.02% | +647 | New |
| Northstar Group, Inc. | 648 | $213.8K | 0.03% | +1+0.2% | Added |
| IVC Wealth Advisors LLC | 648 | $214.1K | 0.09% | +5+0.8% | Added |
| Hopwood Financial Services, Inc. | 649 | $214.2K | 0.15% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 650 | $214.6K | 0.03% | −250−27.8% | Reduced |
| Albert D Mason Inc | 650 | $214.6K | 0.14% | −187−22.3% | Reduced |
| Cottage Street Advisors LLC | 650 | $214.6K | 0.09% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 651 | $214.9K | 0.13% | +651 | New |
| Berkshire Money Management, Inc. | 651 | $214.9K | 0.02% | +651 | New |
| Trailhead Planners LLC | 651 | $214.9K | 0.21% | +651 | New |
| Aufman Associates Inc | 652 | $215.2K | 0.11% | 00.0% | Unchanged |
| Landaas & Co | 653 | $215.7K | 0.05% | 00.0% | Unchanged |
| Morton Capital Management LLC | 654 | $215.8K | 0.03% | −25−3.7% | Reduced |
| Silver Coast Investments LLC | 654 | $215.9K | 0.07% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 654 | $215.9K | 0.05% | +654 | New |
| Patton Fund Management, Inc. | 656 | $216.6K | 0.03% | +656 | New |
| Ariadne Wealth Management, LP | 762 | $216.7K | 0.09% | +44+6.1% | Added |
| Harvest Fund Management Co., Ltd | 643 | $217.0K | 0.01% | −2,421−79.0% | Reduced |
| Cooper/Haims Advisors, LLC | 658 | $217.1K | 0.10% | −146−18.2% | Reduced |
| Powers Advisory Group, LLC | 658 | $217.1K | 0.08% | +658 | New |