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 |
|---|---|---|---|---|---|
| Ducere Wealth Management LLC | 740 | $244.4K | 0.09% | +740 | New |
| American National Bank of Texas | 741 | $244.6K | 0.23% | −99−11.8% | Reduced |
| Seros Financial, LLC | 743 | $245.3K | 0.14% | +1+0.1% | Added |
| Vista Investment Partners LLC | 744 | $245.6K | 0.06% | −5−0.7% | Reduced |
| RWM Asset Management, LLC | 699 | $245.8K | 0.03% | −1−0.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 745 | $245.9K | 0.01% | −136−15.4% | Reduced |
| Towercrest Capital Management | 745 | $245.9K | 0.04% | −25−3.2% | Reduced |
| Rainier Family Wealth Inc | 746 | $246.3K | 0.19% | +746 | New |
| Wetzel Investment Advisors, Inc. | 748 | $246.9K | 0.10% | −1−0.1% | Reduced |
| Spirit of America Management Corp | 750 | $247.6K | 0.05% | −400−34.8% | Reduced |
| Southeast Asset Advisors Inc. | 750 | $247.6K | 0.02% | −10−1.3% | Reduced |
| BCJ Capital Management, LLC | 753 | $248.4K | 0.01% | +61+8.8% | Added |
| Legacy Wealth Managment, LLC | 754 | $248.8K | 0.12% | +33+4.6% | Added |
| Auxano Advisors, LLC | 755 | $249.2K | 0.05% | −209−21.7% | Reduced |
| Beacon Financial Advisory LLC | 757 | $249.9K | 0.06% | +757 | New |
| Stronghold Wealth Management L.L.C. | 757 | $249.9K | 0.37% | +757 | New |
| Canandaigua National Trust Co of Florida | 758 | $250.2K | 0.16% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 761 | $251.1K | 0.07% | −581−43.3% | Reduced |
| Raleigh Capital Management Inc. | 762 | $251.5K | 0.09% | −42−5.2% | Reduced |
| Greater Midwest Financial Group, LLC | 763 | $251.9K | 0.14% | −83−9.8% | Reduced |
| Foguth Wealth Management, LLC. | 749 | $251.9K | 0.04% | +749 | New |
| Baltimore-Washington Financial Advisors, Inc. | 764 | $252.2K | 0.01% | +13+1.7% | Added |
| Greatmark Investment Partners, Inc. | 765 | $252.5K | 0.03% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 765 | $252.6K | 0.14% | −94−10.9% | Reduced |
| Cherrydale Wealth Management, LLC | 766 | $252.8K | 0.08% | −81−9.6% | Reduced |
| American Financial Advisors, LLC | 766 | $252.9K | 0.03% | +84+12.3% | Added |
| Wendell David Associates Inc | 767 | $253.0K | 0.03% | +87+12.8% | Added |
| Lifestyle Asset Management, Inc. | 768 | $253.5K | 0.08% | +56+7.9% | Added |
| Cherry Tree Wealth Management, LLC | 769 | $253.7K | 0.05% | −22−2.8% | Reduced |
| Strategy Asset Managers LLC | 770 | $254.3K | 0.04% | −284−26.9% | Reduced |
| Luts & Greenleigh Group, Inc | 771 | $254.5K | 0.22% | −1−0.1% | Reduced |
| Westhampton Capital, LLC | 772 | $254.8K | 0.12% | +150+24.1% | Added |
| Howard Financial Services, Ltd. | 772 | $255.0K | 0.03% | +157+25.5% | Added |
| Wagner Wealth Management, LLC | 773 | $255.2K | 0.05% | +773 | New |
| Baron Silver Stevens Financial Advisors, LLC | 774 | $255.5K | 0.04% | +82+11.8% | Added |
| New England Research & Management, Inc. | 775 | $255.8K | 0.11% | −550−41.5% | Reduced |
| Optivise Advisory Services LLC | 776 | $256.0K | 0.15% | +186+31.5% | Added |
| Heron Bay Capital Management | 776 | $256.2K | 0.05% | 00.0% | Unchanged |
| Convergence Financial, LLC | 778 | $256.8K | 0.04% | −99−11.3% | Reduced |
| Aries Wealth Management | 778 | $256.8K | 0.06% | −243−23.8% | Reduced |
| Mustico Financial Group, Inc. | 747 | $257.0K | 0.21% | 00.0% | Unchanged |
| Alteri Wealth LLC | 779 | $257.1K | 0.08% | −23−2.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 777 | $257.2K | 0.01% | −260−25.1% | Reduced |
| Fiduciary Family Office, LLC | 780 | $257.4K | 0.07% | −168−17.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 780 | $257.5K | 0.19% | +35+4.7% | Added |
| Meridian Wealth Partners, LLC | 781 | $257.7K | 0.04% | −36−4.4% | Reduced |
| Cordoba Advisory Partners LLC | 780 | $257.7K | 0.06% | +780 | New |
| Christine Messmer PC | 781 | $257.8K | 0.17% | +781 | New |
| Wall Street Financial Group, Inc. | 785 | $259.1K | 0.19% | +69+9.6% | Added |
| Trifecta Capital Advisors, LLC | 785 | $259.1K | 0.04% | +86+12.3% | Added |
| Mayport, LLC | 789 | $260.4K | 0.05% | −15−1.9% | Reduced |
| Hofer & Associates. Inc | 789 | $260.6K | 0.14% | +168+27.1% | Added |
| Opinicus Capital, Inc. | 790 | $260.8K | 0.18% | −1,116−58.6% | Reduced |
| Symmetry Partners, LLC | 790 | $260.8K | 0.02% | −46−5.5% | Reduced |
| BayBridge Capital Group, LLC | 793 | $261.8K | 0.16% | −197−19.9% | Reduced |
| Addison Advisors LLC | 796 | $262.8K | 0.06% | +6+0.8% | Added |
| Blueshift Asset Management, LLC | 796 | $262.8K | 0.08% | +83+11.6% | Added |
| Ruggiero Investments, Inc. | 796 | $262.8K | 0.24% | +796 | New |
| Alliance Wealth Advisors, LLC | 797 | $263.1K | 0.06% | +94+13.4% | Added |
| O'Rourke & Company, Inc | 797 | $263.2K | 0.10% | +183+29.8% | Added |
| JFS Wealth Advisors, LLC | 797 | $263.2K | 0.01% | −251−24.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 798 | $263.4K | 0.04% | +798 | New |
| Peterson Wealth Management | 800 | $264.0K | 0.20% | +800 | New |
| Vanguard Capital Wealth Advisors | 802 | $264.8K | 0.21% | −1,265−61.2% | Reduced |
| Carson Advisory Inc. | 807 | $266.3K | 0.14% | −79−8.9% | Reduced |
| WJ Financial Advisors LLC | 808 | $266.7K | 0.24% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 909 | $267.3K | 0.03% | −136−13.0% | Reduced |
| Trilogy Capital Inc. | 810 | $267.4K | 0.01% | +129+18.9% | Added |
| MTM Investment Management, LLC | 810 | $267.4K | 0.09% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 811 | $267.7K | 0.07% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 811 | $267.8K | 0.09% | −975−54.6% | Reduced |
| Summitry LLC | 813 | $268.4K | 0.01% | +120+17.3% | Added |
| Curated Wealth Partners LLC | 815 | $269.0K | 0.03% | +815 | New |
| Canvas Wealth Advisors, LLC | 816 | $269.4K | 0.05% | −187−18.6% | Reduced |
| Insight Advisors, LLC | 817 | $269.8K | 0.04% | −24−2.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 818 | $269.9K | 0.08% | +818 | New |
| Vestor Capital, LLC | 856 | $270.0K | 0.02% | −12,804−93.7% | Reduced |
| Miller Global Investments, LLC | 819 | $270.4K | 0.24% | +819 | New |
| Bill Few Associates, Inc. | 819 | $270.5K | 0.07% | +48+6.2% | Added |
| Financial Council Asset Management Inc | 820 | $270.7K | 0.11% | +14+1.7% | Added |
| Philadelphia Trust Co | 820 | $271.0K | 0.02% | +100+13.9% | Added |
| Motive Wealth Advisors | 822 | $271.4K | 0.12% | +15+1.9% | Added |
| Pembroke Management, LTD | 824 | $272.0K | 0.03% | +95+13.0% | Added |
| Heritage Wealth Management, Inc. | 825 | $272.3K | 0.18% | −74−8.2% | Reduced |
| Stonekeep Investments, LLC | 827 | $273.0K | 0.17% | −119−12.6% | Reduced |
| CVFG LLC | 828 | $273.3K | 0.19% | +98+13.4% | Added |
| Copeland Capital Management, LLC | 829 | $273.7K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 830 | $273.9K | 0.12% | +201+32.0% | Added |
| Sax Wealth Advisors, LLC | 831 | $274.2K | 0.01% | −43−4.9% | Reduced |
| Cambridge Financial Group, LLC | 543 | $274.5K | 0.10% | −38−6.5% | Reduced |
| LFG Wealth Partners, LLC | 832 | $274.6K | 0.18% | +832 | New |
| Horizon Wealth Management, LLC | 833 | $274.8K | 0.04% | +2+0.2% | Added |
| Crux Wealth Advisors | 836 | $275.9K | 0.10% | −1,280−60.5% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 836 | $276.3K | 0.06% | +836 | New |
| Lavaca Capital LLC | 837 | $276.3K | 0.05% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 837 | $276.4K | 0.04% | −314−27.3% | Reduced |
| Renaissance Group LLC | 838 | $276.7K | 0.01% | 00.0% | Unchanged |
| Sbe LLC Dba Cedar Cove Wealth Partners | 839 | $277.1K | 0.14% | +839 | New |
| Birch Hill Investment Advisors LLC | 840 | $277.3K | 0.01% | −9−1.1% | Reduced |
| Adkins Seale Capital Management LLC | 842 | $278.0K | 0.27% | +842 | New |