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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 841 | $278.0K | 0.13% | 00.0% | Unchanged |
| Baxter Bros Inc | 843 | $278.3K | 0.03% | −52−5.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 844 | $278.6K | 0.02% | −270−24.2% | Reduced |
| Oxford Wealth Group, LLC | 846 | $279.4K | 0.14% | +846 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 848 | $279.9K | 0.23% | −15−1.7% | Reduced |
| BBR Partners, LLC | 849 | $280.3K | 0.02% | −33−3.7% | Reduced |
| Guardian Wealth Advisors, LLC | 849 | $280.3K | 0.16% | −11−1.3% | Reduced |
| Hoese & Co LLP | 850 | $280.6K | 0.20% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 851 | $280.9K | 0.01% | +51+6.4% | Added |
| PMV Capital Advisers, LLC | 851 | $280.9K | 0.51% | +16+1.9% | Added |
| Purus Wealth Management, LLC | 852 | $281.4K | 0.09% | +85+11.1% | Added |
| CM Wealth Advisors LLC | 853 | $281.6K | 0.06% | +853 | New |
| Braun-Bostich & Associates Inc. | 854 | $281.9K | 0.17% | +145+20.5% | Added |
| GSG Advisors LLC | 856 | $282.6K | 0.07% | −3−0.3% | Reduced |
| Davies Financial Advisors, Inc. | 857 | $282.8K | 0.52% | −780−47.6% | Reduced |
| Financial Insights, Inc. | 857 | $282.9K | 0.09% | −188−18.0% | Reduced |
| Transatlantique Private Wealth LLC | 857 | $282.9K | 0.09% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 861 | $284.2K | 0.18% | +16+1.9% | Added |
| Roehl & Yi Investment Advisors, LLC | 863 | $284.9K | 0.11% | −155−15.2% | Reduced |
| Latitude Advisors, LLC | 864 | $285.1K | 0.13% | −30−3.4% | Reduced |
| Garrett Investment Advisors LLC | 864 | $285.2K | 0.02% | +864 | New |
| Balboa Wealth Partners | 865 | $285.4K | 0.05% | −291−25.2% | Reduced |
| Consolidated Planning Corp | 867 | $286.2K | 0.03% | −15−1.7% | Reduced |
| Security National Bank of So Dak | 867 | $286.2K | 0.14% | −4−0.5% | Reduced |
| Clark Asset Management, LLC | 867 | $286.3K | 0.03% | +215+33.0% | Added |
| HighMark Wealth Management LLC | 867 | $286.3K | 0.12% | +145+20.1% | Added |
| Financial & Tax Architects, LLC | 868 | $286.5K | 0.06% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 869 | $286.8K | 0.08% | 00.0% | Unchanged |
| Carroll Investors, Inc | 869 | $287.7K | 0.14% | +869 | New |
| Klingenstein Fields & Co LP | 873 | $288.2K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 874 | $288.5K | 0.12% | +105+13.7% | Added |
| Global Financial Private Client, LLC | 877 | $289.5K | 0.10% | +71+8.8% | Added |
| First Business Financial Services, Inc. | 879 | $290.2K | 0.03% | −105−10.7% | Reduced |
| Resolute Partners Group | 880 | $290.5K | 0.09% | +880 | New |
| Traveka Wealth, LLC | 880 | $290.7K | 0.12% | +159+22.1% | Added |
| MOKAN Wealth Management Inc. | 877 | $290.8K | 0.13% | −41−4.5% | Reduced |
| 360 Financial, Inc. | 881 | $290.8K | 0.09% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 881 | $291.0K | 0.06% | −189−17.7% | Reduced |
| Summit Place Financial Advisors, LLC | 882 | $291.2K | 0.14% | −50−5.4% | Reduced |
| Kelman-Lazarov, Inc. | 883 | $291.6K | 0.04% | +23+2.7% | Added |
| Bingham Private Wealth, LLC | 887 | $292.8K | 0.25% | +887 | New |
| Shulman DeMeo Asset Management LLC | 889 | $293.6K | 0.07% | −27−2.9% | Reduced |
| Amarillo National Bank | 890 | $293.8K | 0.05% | +890 | New |
| TFR Capital, LLC. | 891 | $294.1K | 0.10% | −1,136−56.0% | Reduced |
| Berman McAleer LLC | 891 | $294.1K | 0.04% | +9+1.0% | Added |
| Storgate, LLC | 892 | $294.5K | 0.24% | +892 | New |
| Richardson Financial Services Inc. | 892 | $294.6K | 0.18% | +264+42.0% | Added |
| JBF Capital, Inc. | 900 | $297.1K | 0.04% | −300−25.0% | Reduced |
| Elkhorn Partners Limited Partnership | 900 | $297.1K | 0.19% | −160−15.1% | Reduced |
| Ssi Investment Management LLC | 901 | $297.4K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 901 | $297.7K | 0.09% | −43−4.6% | Reduced |
| Cypress Financial Planning LLC | 896 | $297.7K | 0.08% | +33+3.8% | Added |
| Financial Management Professionals, Inc. | 902 | $297.8K | 0.03% | +16+1.8% | Added |
| Three Seasons Wealth, LLC | 903 | $298.1K | 0.03% | −283−23.9% | Reduced |
| Webster Bank, N. A. | 903 | $298.1K | 0.03% | −81−8.2% | Reduced |
| Instrumental Wealth, LLC | 1,040 | $298.2K | 0.18% | −137−11.6% | Reduced |
| Clean Yield Group | 904 | $298.4K | 0.08% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 905 | $298.8K | 0.17% | −27−2.9% | Reduced |
| Peak Retirement Planning, Inc. | 906 | $299.1K | 0.07% | +123+15.7% | Added |
| Creative Financial Designs Inc | 907 | $299.3K | 0.02% | −7−0.8% | Reduced |
| Juncture Wealth Strategies, LLC | 908 | $299.7K | 0.10% | −73−7.4% | Reduced |
| Swisher Financial Concepts, Inc. | 910 | $300.4K | 0.17% | −15−1.6% | Reduced |
| Eagle Wealth Strategies LLC | 911 | $300.6K | 0.14% | −47−4.9% | Reduced |
| KFA Private Wealth Group, LLC | 911 | $300.6K | 0.07% | −47−4.9% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 911 | $300.7K | 0.25% | +911 | New |
| Coerente Capital Management | 915 | $302.1K | 0.06% | +915 | New |
| Satovsky Asset Management LLC | 917 | $302.6K | 0.06% | +8+0.9% | Added |
| Lafayette Investments, Inc. | 918 | $303.0K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 921 | $304.0K | 0.01% | 00.0% | Unchanged |
| Matisse Capital | 925 | $305.4K | 0.14% | +7+0.8% | Added |
| Verity Asset Management, Inc. | 925 | $305.4K | 0.13% | +925 | New |
| New England Capital Financial Advisors LLC | 925 | $305.5K | 0.12% | +1+0.1% | Added |
| Red Wave Investments LLC | 927 | $306.0K | 0.09% | 00.0% | Unchanged |
| Abc Arbitrage SA | 927 | $306.0K | 0.03% | +927 | New |
| First Heartland Consultants, Inc. | 928 | $306.2K | 0.02% | +25+2.8% | Added |
| Washington Trust Advisors, Inc. | 928 | $306.4K | 0.02% | +70+8.2% | Added |
| Veracity Capital LLC | 929 | $306.5K | 0.09% | −216−18.9% | Reduced |
| Twinbeech Capital LP | 929 | $306.7K | 0.02% | +929 | New |
| Stillwater Capital Advisors, LLC | 931 | $307.3K | 0.03% | +101+12.2% | Added |
| Cornerstone Financial Management LLC | 932 | $307.7K | 0.29% | +932 | New |
| Destination Wealth Management | 934 | $308.3K | 0.01% | −52−5.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 935 | $308.6K | 0.03% | −121−11.5% | Reduced |
| Indiana Trust & Investment Management CO | 936 | $309.0K | 0.09% | −158−14.4% | Reduced |
| Founders Financial Alliance, LLC | 938 | $309.6K | 0.06% | −235−20.0% | Reduced |
| Benin Management CORP | 943 | $311.3K | 0.07% | −129−12.0% | Reduced |
| Brave Asset Management Inc | 944 | $311.6K | 0.07% | 00.0% | Unchanged |
| Heartland Advisors Inc | 945 | $312.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 945 | $312.0K | 0.09% | 00.0% | Unchanged |
| Adirondack Trust Co | 948 | $312.9K | 0.10% | −481−33.7% | Reduced |
| May Hill Capital, LLC | 948 | $312.9K | 0.08% | −515−35.2% | Reduced |
| IFC & Insurance Marketing, Inc. | 948 | $313.0K | 0.31% | +948 | New |
| Black Diamond Financial, LLC | 949 | $313.2K | 0.03% | −43−4.3% | Reduced |
| Integrity Wealth Solutions LLC | 950 | $313.7K | 0.12% | +5+0.5% | Added |
| Hoxton Planning & Management, LLC | 952 | $314.3K | 0.09% | +123+14.8% | Added |
| Pasadena Private Wealth, LLC | 953 | $314.5K | 0.04% | −115−10.8% | Reduced |
| Ariston Services Group | 953 | $314.6K | 0.18% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 955 | $315.3K | 0.07% | +18+1.9% | Added |
| Clifford Group, LLC | 958 | $316.3K | 0.24% | −142−12.9% | Reduced |
| Southland Equity Partners LLC | 960 | $316.9K | 0.06% | +12+1.3% | Added |
| Midwest Financial Group LLC | 962 | $317.7K | 0.14% | +5+0.5% | Added |