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 |
|---|---|---|---|---|---|
| EJMK Ventures LLC | 658 | $217.2K | 0.13% | +658 | New |
| Intelligence Driven Advisers, LLC | 659 | $217.5K | 0.03% | −47−6.7% | Reduced |
| Accelerate Investment Advisors LLC | 660 | $217.8K | 0.15% | −37−5.3% | Reduced |
| Disciplined Equity Management, Inc. | 660 | $217.9K | 0.11% | 00.0% | Unchanged |
| Brio Consultants, LLC | 662 | $218.5K | 0.03% | +38+6.1% | Added |
| Collaborative Wealth Managment Inc. | 666 | $219.9K | 0.08% | +666 | New |
| SJS Investment Consulting Inc. | 667 | $220.1K | 0.03% | +119+21.7% | Added |
| McIlrath & Eck, LLC | 668 | $220.4K | 0.02% | +22+3.4% | Added |
| Cape Ann Savings Bank | 670 | $221.2K | 0.11% | −1,377−67.3% | Reduced |
| Princeton Capital Management LLC | 671 | $221.4K | 0.06% | +58+9.5% | Added |
| TSG Advice Partners, LLC | 672 | $221.8K | 0.03% | +672 | New |
| TradeWell Securities, LLC. | 672 | $221.9K | 0.09% | +4+0.6% | Added |
| SOA Wealth Advisors, LLC. | 673 | $222.1K | 0.04% | −19−2.7% | Reduced |
| Stony Point Wealth Management Inc. | 673 | $222.2K | 0.08% | +84+14.3% | Added |
| IFC Advisors LLC | 674 | $222.5K | 0.03% | +83+14.0% | Added |
| Heartwood Wealth Advisors LLC | 674 | $222.5K | 0.02% | +181+36.7% | Added |
| Stonebridge Financial Group, LLC | 674 | $222.5K | 0.19% | +674 | New |
| One Charles Private Wealth Services, LLC | 675 | $222.8K | 0.06% | +3+0.4% | Added |
| Daybright Advisory Services, Inc. | 675 | $223.0K | 0.06% | +675 | New |
| Stephenson & Company, Inc. | 678 | $223.7K | 0.12% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 679 | $224.1K | 0.06% | +10+1.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 681 | $224.8K | 0.02% | +10+1.5% | Added |
| Hanson & Doremus Investment Management | 681 | $225.0K | 0.03% | −27−3.8% | Reduced |
| Bank Ozk | 682 | $225.1K | 0.08% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 682 | $225.1K | 0.15% | +682 | New |
| Allied Investment Advisors, LLC | 683 | $225.5K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 684 | $225.8K | 0.06% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 685 | $226.1K | 0.07% | +73+11.9% | Added |
| First Financial Bank - Trust Division | 685 | $226.1K | 0.02% | −27−3.8% | Reduced |
| Invested Advisors | 686 | $226.5K | 0.23% | −83−10.8% | Reduced |
| Seldon Capital LP | 687 | $226.8K | 0.08% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 691 | $228.0K | 0.03% | +691 | New |
| RWC Asset Management LLP | 691 | $228.1K | 0.01% | −67−8.8% | Reduced |
| Bollard Group LLC | 693 | $229.0K | 0.01% | −1,659−70.5% | Reduced |
| Abbot Financial Management, Inc. | 695 | $229.5K | 0.10% | +8+1.2% | Added |
| Hobart Private Capital, LLC | 696 | $229.8K | 0.04% | +106+18.0% | Added |
| Howard Bailey Securities, LLC | 698 | $230.4K | 0.09% | −253−26.6% | Reduced |
| Hidden Cove Wealth Management, LLC | 699 | $230.8K | 0.15% | −15−2.1% | Reduced |
| Beaton Management Co. Inc. | 700 | $231.0K | 0.10% | −204−22.6% | Reduced |
| HMV Wealth Advisors, LLC | 700 | $231.1K | 0.12% | 00.0% | Unchanged |
| JMN Financial LLC | 700 | $231.1K | 0.23% | +700 | New |
| Shepherd Financial Partners LLC | 702 | $231.8K | 0.02% | −140−16.6% | Reduced |
| Whetstone Capital Advisors, LLC | 703 | $232.1K | 0.07% | +66+10.4% | Added |
| Kera Capital Partners, Inc. | 809 | $232.1K | 0.03% | −304−27.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 704 | $232.3K | 0.13% | −3−0.4% | Reduced |
| Birchcreek Wealth Management, LLC | 704 | $232.4K | 0.11% | 00.0% | Unchanged |
| August Group Capital Ltd | 704 | $232.4K | 0.26% | +704 | New |
| Allegheny Financial Group LTD | 705 | $232.8K | 0.03% | +8+1.1% | Added |
| Marino, Stram & Associates LLC | 706 | $233.0K | 0.04% | −647−47.8% | Reduced |
| Rossby Financial, LCC | 706 | $233.1K | 0.07% | +136+23.9% | Added |
| WealthPoint Financial, LLC | 706 | $233.1K | 0.20% | +706 | New |
| West Wealth Group, LLC | 706 | $233.1K | 0.05% | −87−11.0% | Reduced |
| Berry Wealth Group, LP | 706 | $233.1K | 0.82% | −66−8.5% | Reduced |
| Bernardo Wealth Planning LLC | 706 | $233.2K | 0.04% | −86−10.9% | Reduced |
| Texas Bank & Trust Co | 709 | $234.0K | 0.09% | −20−2.7% | Reduced |
| Fairview Capital Investment Management, LLC | 710 | $234.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 711 | $234.7K | 0.15% | +45+6.8% | Added |
| Coordinated Financial Services, Inc. | 711 | $234.8K | 0.14% | +711 | New |
| Veratis Advisors, Inc. | 803 | $235.0K | 0.19% | +803 | New |
| Principal Street Partners, LLC | 712 | $235.2K | 0.04% | −213−23.0% | Reduced |
| Garden State Investment Advisory Services LLC | 710 | $235.3K | 0.06% | −271−27.6% | Reduced |
| Windle Wealth, LLC | 713 | $235.5K | 0.11% | +4+0.6% | Added |
| Gemmer Asset Management LLC | 714 | $235.7K | 0.02% | +38+5.6% | Added |
| Rollins Financial Advisors, LLC | 715 | $235.9K | 0.03% | +128+21.8% | Added |
| Threadgill Financial, LLC | 717 | $236.7K | 0.10% | −4−0.6% | Reduced |
| PW Nova Financial Services LLC | 704 | $237.0K | 0.09% | +704 | New |
| Uniting Wealth Partners, LLC | 718 | $237.0K | 0.07% | +3+0.4% | Added |
| Check Capital Management Inc | 719 | $237.3K | 0.01% | +4+0.6% | Added |
| DecisionMap Wealth Management, LLC | 719 | $237.3K | 0.15% | +719 | New |
| Clarity Financial LLC | 719 | $237.4K | 0.02% | −30−4.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 719 | $237.5K | 0.07% | +4+0.6% | Added |
| Cookson Peirce & Co Inc | 720 | $237.7K | 0.01% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 721 | $237.9K | 0.02% | −24−3.2% | Reduced |
| Millstone Evans Group, LLC | 721 | $238.0K | 0.14% | +9+1.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 721 | $238.0K | 0.16% | −155−17.7% | Reduced |
| PKS Advisory Services, LLC | 721 | $238.1K | 0.05% | −82−10.2% | Reduced |
| Williams & Novak, LLC | 722 | $238.3K | 0.18% | +30+4.3% | Added |
| Blue Square Asset Management, LLC | 724 | $239.0K | 0.11% | −213−22.7% | Reduced |
| Knightsbridge Asset Management, LLC | 725 | $239.3K | 0.04% | −297−29.1% | Reduced |
| TruWealth Advisors, LLC | 725 | $239.3K | 0.01% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 839 | $239.6K | 0.16% | +839 | New |
| Opus Capital Group, LLC | 727 | $240.0K | 0.03% | −141−16.2% | Reduced |
| Grange Capital, LLC | 727 | $240.0K | 0.23% | 00.0% | Unchanged |
| Encompass More Asset Management | 727 | $240.0K | 0.04% | −36−4.7% | Reduced |
| Vilga Financial Planning LLC | 728 | $240.3K | 0.23% | +728 | New |
| Bruce G. Allen Investments, LLC | 729 | $240.7K | 0.16% | −75−9.3% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 729 | $240.7K | 0.15% | +729 | New |
| Alliance Wealth Management Group | 730 | $241.0K | 0.05% | −25−3.3% | Reduced |
| Crew Capital Management, Ltd. | 731 | $241.3K | 0.15% | +731 | New |
| Clarus Group, Inc. | 737 | $243.2K | 0.09% | −20−2.6% | Reduced |
| Capital Wealth Alliance, LLC | 882 | $243.2K | 0.10% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 737 | $243.3K | 0.12% | +100+15.7% | Added |
| Meridian Financial Partners LLC | 700 | $243.4K | 0.10% | −853−54.9% | Reduced |
| Hills Bank & Trust Co | 738 | $243.6K | 0.01% | +738 | New |
| Nixon Peabody Trust Co | 738 | $243.6K | 0.02% | +738 | New |
| Watershed Private Wealth LLC | 738 | $243.6K | 0.07% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 738 | $243.7K | 0.14% | +21+2.9% | Added |
| Evergreen Wealth Solutions, LLC | 739 | $244.0K | 0.03% | −8−1.1% | Reduced |
| Argent Advisors, Inc. | 740 | $244.3K | 0.07% | −300−28.8% | Reduced |
| Boston Research & Management Inc | 740 | $244.3K | 0.06% | 00.0% | Unchanged |