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 |
|---|---|---|---|---|---|
| Continuum Wealth Advisors, LLC | 963 | $317.9K | 0.12% | −998−50.9% | Reduced |
| Teza Capital Management LLC | 964 | $318.2K | 1.02% | −96−9.1% | Reduced |
| Sonata Capital Group Inc | 965 | $318.6K | 0.12% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 967 | $319.2K | 0.20% | −143−12.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 967 | $319.4K | 0.01% | −41−4.1% | Reduced |
| KRS Capital Management, LLC | 968 | $319.8K | 0.18% | −175−15.3% | Reduced |
| Sage Rhino Capital LLC | 971 | $320.5K | 0.06% | −59−5.7% | Reduced |
| Seeds Investor LLC | 976 | $322.2K | 0.06% | +125+14.7% | Added |
| DV Trading LLC | 977 | $322.5K | 0.03% | +977 | New |
| Heartland Bank & Trust Co | 980 | $323.5K | 0.14% | −2,611−72.7% | Reduced |
| Miller Financial Services LLC | 980 | $323.5K | 0.38% | −125−11.3% | Reduced |
| Founders Capital Management, LLC | 982 | $324.2K | 0.05% | +29+3.0% | Added |
| Atlas Brown,Inc. | 983 | $324.3K | 0.10% | −114−10.4% | Reduced |
| WMG Financial Advisors, LLC | 983 | $324.5K | 0.13% | −635−39.2% | Reduced |
| Torren Management, LLC | 985 | $325.0K | 0.17% | +985 | New |
| Palmer Knight Co | 985 | $325.2K | 0.17% | 00.0% | Unchanged |
| LongView Wealth Management | 956 | $325.6K | 0.08% | +1+0.1% | Added |
| Permanent Capital Management, LP | 989 | $326.5K | 0.06% | +258+35.3% | Added |
| Bolthouse Investments, LLC | 989 | $326.5K | 0.29% | +353+55.5% | Added |
| Chicago Capital, LLC | 991 | $327.1K | 0.01% | +267+36.9% | Added |
| Stegent Equity Advisors, Inc. | 991 | $327.1K | 0.25% | +991 | New |
| RDA Financial Network | 991 | $327.2K | 0.08% | −403−28.9% | Reduced |
| Phillip James Consulting Co. | 968 | $328.0K | 5.79% | +968 | New |
| Bouchey Financial Group Ltd | 994 | $328.1K | 0.02% | −9−0.9% | Reduced |
| Second Line Capital, LLC | 996 | $328.8K | 0.07% | +2+0.2% | Added |
| RMR Wealth Builders | 996 | $328.8K | 0.03% | −108−9.8% | Reduced |
| Baldwin Brothers Inc | 998 | $329.5K | 0.02% | −437−30.5% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $330.0K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $330.1K | 0.01% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 1,000 | $330.1K | 0.20% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $330.1K | 0.21% | 00.0% | Unchanged |
| Deeter Investments LLP | 1,000 | $330.1K | 0.07% | +1,000 | New |
| Inceptionr LLC | 1,000 | $330.1K | 0.09% | +1,000 | New |
| Waterway Wealth Management, LLC | 1,000 | $330.1K | 0.07% | +1,000 | New |
| Capstone Capital Management Ltd | 1,000 | $330.1K | 0.32% | +1,000 | New |
| McMillan Office, Inc. | 1,000 | $330.1K | 0.04% | +1,000 | New |
| Five Oceans Advisors | 1,001 | $330.4K | 0.12% | −3−0.3% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 1,162 | $330.5K | 0.32% | +1,162 | New |
| PCG Asset Management, LLC | 1,001 | $331.4K | 0.26% | −22−2.2% | Reduced |
| Marotta Asset Management | 1,005 | $331.8K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,006 | $332.0K | 0.24% | +157+18.5% | Added |
| Compass Ion Advisors, LLC | 1,007 | $332.3K | 0.03% | −135−11.8% | Reduced |
| Fortress Financial Group, LLC | 1,009 | $333.0K | 0.25% | +7+0.7% | Added |
| Heritage Financial Services, LLC | 1,010 | $333.4K | 0.03% | +51+5.3% | Added |
| Hohimer Wealth Management, LLC | 1,011 | $333.7K | 0.04% | −393−28.0% | Reduced |
| Evermay Wealth Management LLC | 1,014 | $334.7K | 0.04% | −1,181−53.8% | Reduced |
| Warwick Investment Management, Inc. | 1,014 | $334.7K | 0.05% | +134+15.2% | Added |
| Perryman Financial Advisory Inc | 1,018 | $335.9K | 0.05% | +1,018 | New |
| Advisors Management Group Inc | 1,018 | $336.0K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 1,018 | $336.1K | 0.13% | −1,082−51.5% | Reduced |
| Fire Capital Management LLC | 1,019 | $336.4K | 0.17% | +1,019 | New |
| Alpha Wealth Funds, LLC | 1,000 | $336.6K | 0.23% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 1,020 | $336.7K | 0.16% | −8−0.8% | Reduced |
| Polymer Capital Management (US) LLC | 1,023 | $337.7K | 0.04% | −392−27.7% | Reduced |
| Oxford Financial Group Ltd | 1,024 | $338.1K | 0.02% | −149−12.7% | Reduced |
| Wealth Forward, LLC | 1,025 | $338.4K | 0.19% | +13+1.3% | Added |
| SWP Financial LLC | 1,026 | $338.7K | 0.17% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,031 | $340.3K | 0.21% | −106−9.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,031 | $340.3K | 0.14% | +51+5.2% | Added |
| Koss-Olinger Consulting, LLC | 1,032 | $341.0K | 0.03% | +52+5.3% | Added |
| Walkner Condon Financial Advisors LLC | 1,035 | $341.7K | 0.05% | −19−1.8% | Reduced |
| Avise Financial Cooperative, Inc. | 1,035 | $341.7K | 0.31% | +1,035 | New |
| Altiora Financial Group, LLC | 1,038 | $342.7K | 0.06% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,039 | $342.9K | 0.03% | −136−11.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,040 | $343.0K | 0.02% | −12−1.1% | Reduced |
| Reflection Asset Management | 1,040 | $343.3K | 0.24% | +1,040 | New |
| Signature Equity Partners, LLC | 1,040 | $343.4K | 0.19% | +1,040 | New |
| Custos Family Office, LLC | 1,041 | $343.5K | 0.23% | −150−12.6% | Reduced |
| OneAscent Wealth Management LLC | 1,044 | $344.7K | 0.11% | −24−2.2% | Reduced |
| Arbor Investment Advisors, LLC | 1,045 | $344.8K | 0.05% | −326−23.8% | Reduced |
| Antonelli Financial Advisors, LLC | 1,045 | $345.0K | 0.23% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,046 | $345.3K | 0.12% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,047 | $345.5K | 0.30% | −20−1.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,047 | $346.0K | 0.13% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,029 | $346.2K | 0.31% | +14+1.4% | Added |
| River Wealth Advisors LLC | 1,049 | $346.3K | 0.04% | −703−40.1% | Reduced |
| Disciplined Investors, L.L.C. | 1,050 | $346.6K | 0.23% | −317−23.2% | Reduced |
| Winter & Associates, Inc. | 1,052 | $347.0K | 0.32% | +1,052 | New |
| Groesbeck Investment Management Corp | 1,050 | $347.0K | 0.65% | −120−10.3% | Reduced |
| Tannin Capital LLC | 1,053 | $347.6K | 0.31% | +1,053 | New |
| Baker Tilly Wealth Management, LLC | 1,053 | $347.6K | 0.09% | +1+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 1,055 | $348.3K | 0.31% | −200−15.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,056 | $348.7K | 0.15% | +20+1.9% | Added |
| Michels Family Financial, LLC | 1,057 | $348.8K | 0.26% | +76+7.7% | Added |
| Van Diest Capital, LLC | 1,057 | $349.0K | 0.52% | +1,057 | New |
| Quantum Financial Advisors, LLC | 1,057 | $349.1K | 0.04% | +2+0.2% | Added |
| CCG Wealth Management, LLC | 1,058 | $349.3K | 0.15% | +321+43.6% | Added |
| BlackDiamond Wealth Management Inc. | 1,268 | $349.6K | 0.17% | +115+10.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,062 | $350.0K | 0.08% | +251+30.9% | Added |
| Iams Wealth Management, LLC | 1,061 | $350.2K | 0.13% | +1,061 | New |
| Aldebaran Financial Inc. | 1,055 | $350.4K | 0.32% | −105−9.1% | Reduced |
| Caitlin John, LLC | 1,064 | $351.2K | 0.23% | +40+3.9% | Added |
| Provident Wealth Management, LLC | 1,066 | $351.9K | 0.10% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,067 | $352.2K | 0.07% | −1,325−55.4% | Reduced |
| Clarus Wealth Advisors | 1,055 | $352.3K | 0.15% | +1,055 | New |
| WealthBridge Capital Management, LLC | 1,067 | $352.4K | 0.08% | −75−6.6% | Reduced |
| Quarry LP | 1,068 | $352.6K | 0.06% | +787+280.1% | Added |
| Advocate Investing Services LLC | 1,068 | $352.6K | 0.32% | +1,068 | New |
| Asset Management Group, Inc. | 1,071 | $353.6K | 0.06% | −620−36.7% | Reduced |
| Consilio Wealth Advisors, LLC | 1,072 | $353.7K | 0.10% | +4+0.4% | Added |