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 |
|---|---|---|---|---|---|
| Values Added Financial LLC | 1,072 | $353.9K | 0.15% | −37−3.3% | Reduced |
| ABN AMRO Bank N.V. | 1,076 | $354.3K | 0.00% | −51−4.5% | Reduced |
| Financial Consulate, Inc | 1,075 | $354.8K | 0.05% | −21−1.9% | Reduced |
| Core Alternative Capital | 1,076 | $355.1K | 0.10% | +648+151.4% | Added |
| TFC Financial Management | 1,076 | $355.2K | 0.04% | +662+159.9% | Added |
| Golden Reserve Retirement LLC | 1,079 | $356.2K | 0.07% | +1,079 | New |
| Andina Capital Management, LLC | 1,080 | $356.5K | 0.22% | −53−4.7% | Reduced |
| Voisard Asset Management Group, Inc. | 1,080 | $356.5K | 0.08% | +33+3.2% | Added |
| North Forty Two & Co. | 1,081 | $356.8K | 0.34% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 1,084 | $357.8K | 0.28% | +10+0.9% | Added |
| Oxinas Partners Wealth Management LLC | 1,085 | $358.0K | 0.17% | +1+0.1% | Added |
| Ignite Planners, LLC | 1,249 | $358.4K | 0.05% | +95+8.2% | Added |
| HFR Wealth Management, LLC | 1,090 | $359.8K | 0.08% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,091 | $360.1K | 0.06% | −148−11.9% | Reduced |
| Pursuit Wealth Management LLC | 1,099 | $362.7K | 0.31% | +1,099 | New |
| Bedel Financial Consulting, Inc. | 1,099 | $362.9K | 0.04% | −40−3.5% | Reduced |
| Monograph Wealth Advisors, LLC | 1,099 | $362.9K | 0.04% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,102 | $363.8K | 0.01% | +1,102 | New |
| NFP Retirement, Inc. | 1,102 | $363.8K | 0.02% | −465−29.7% | Reduced |
| Flatrock Wealth Partners LLC | 1,103 | $364.3K | 0.17% | +1,103 | New |
| Planning Center, Inc. | 1,104 | $364.4K | 0.04% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,106 | $365.1K | 0.22% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 1,107 | $365.4K | 0.32% | +1,107 | New |
| Atlas Wealth LLC | 1,110 | $366.4K | 0.11% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,113 | $367.0K | 0.05% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,114 | $367.8K | 0.03% | −252−18.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,116 | $368.4K | 0.10% | −23−2.0% | Reduced |
| bLong Financial, LLC | 1,125 | $371.2K | 0.26% | −121−9.7% | Reduced |
| Harvest Investment Services, LLC | 1,127 | $372.0K | 0.07% | +1,127 | New |
| PSI Advisors, LLC | 1,128 | $372.4K | 0.09% | +85+8.1% | Added |
| Per Stirling Capital Management, LLC. | 1,132 | $373.8K | 0.04% | +1,132 | New |
| Integral Investment Advisors, Inc. | 1,135 | $374.5K | 0.09% | +145+14.6% | Added |
| Journey Advisory Group, LLC | 1,135 | $374.7K | 0.03% | +1,135 | New |
| Maxele Advisors, LLC | 1,136 | $375.1K | 0.30% | −30−2.6% | Reduced |
| Baker Boyer National Bank | 1,137 | $375.3K | 0.11% | +1+0.1% | Added |
| Ameriflex Group, Inc. | 1,137 | $375.4K | 0.19% | −1,101−49.2% | Reduced |
| Forefront Wealth Partners, LLC | 1,137 | $375.5K | 0.18% | −1,169−50.7% | Reduced |
| Net Worth Advisory Group | 1,137 | $375.5K | 0.08% | −128−10.1% | Reduced |
| Sunburst Financial Group, LLC | 1,138 | $375.5K | 0.08% | −40−3.4% | Reduced |
| LBMC Investment Advisors, LLC | 1,139 | $376.0K | 0.02% | +20+1.8% | Added |
| BCK Partners, Inc. | 1,142 | $377.0K | 0.20% | −105−8.4% | Reduced |
| Ballast Advisors LLC | 1,142 | $377.0K | 0.10% | +121+11.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,144 | $377.7K | 0.07% | −54−4.5% | Reduced |
| Balance Wealth, LLC | 1,147 | $378.6K | 0.12% | −108−8.6% | Reduced |
| Navalign, LLC | 1,149 | $379.4K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,153 | $380.6K | 0.03% | +1,153 | New |
| GenTrust, LLC | 1,153 | $380.6K | 0.02% | −75−6.1% | Reduced |
| Evolution Wealth Advisors, LLC | 1,154 | $380.9K | 0.04% | −10−0.9% | Reduced |
| First National Advisers, LLC | 1,155 | $381.3K | 0.05% | −987−46.1% | Reduced |
| Canal Capital Management, LLC | 1,158 | $382.3K | 0.05% | −136−10.5% | Reduced |
| Macroview Investment Management LLC | 1,161 | $383.2K | 0.26% | −22−1.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,386 | $383.4K | 0.28% | −1,532−52.5% | Reduced |
| Northern Financial Advisors Inc | 1,162 | $383.6K | 0.44% | −637−35.4% | Reduced |
| Worth Asset Management, LLC | 1,162 | $383.6K | 0.16% | −65−5.3% | Reduced |
| Charter Oak Capital Management, LLC | 1,162 | $383.7K | 0.03% | −110−8.6% | Reduced |
| Commonwealth Financial Services, LLC | 1,163 | $384.0K | 0.06% | −126−9.8% | Reduced |
| MN Wealth Advisors, LLC | 1,165 | $384.7K | 0.19% | +70+6.4% | Added |
| McKinley Carter Wealth Services, Inc. | 1,171 | $386.5K | 0.02% | −553−32.1% | Reduced |
| Center for Financial Planning, Inc. | 1,174 | $387.7K | 0.04% | −237−16.8% | Reduced |
| Karras Company, Inc. | 1,175 | $387.8K | 0.38% | +1,175 | New |
| Jeppson Wealth Management, LLC | 1,175 | $387.9K | 0.12% | −25−2.1% | Reduced |
| Armbruster Capital Management, Inc. | 1,175 | $387.9K | 0.07% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 1,177 | $388.4K | 0.21% | +1,177 | New |
| WealthPLAN Partners, LLC | 1,178 | $389.0K | 0.06% | +1,178 | New |
| McGlone Suttner Wealth Management, Inc. | 1,179 | $389.1K | 0.05% | −516−30.4% | Reduced |
| Advus Financial Partners, LLC | 1,179 | $389.2K | 0.09% | +66+5.9% | Added |
| Investors Research Corp | 1,180 | $389.5K | 0.07% | −16−1.3% | Reduced |
| Wealth Science Advisors LLC | 1,182 | $390.2K | 0.23% | +1,182 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,184 | $391.0K | 0.14% | +669+129.9% | Added |
| Members Wealth LLC | 1,112 | $391.0K | 0.24% | −958−46.3% | Reduced |
| Caerus Investment Advisors, LLC | 1,187 | $391.8K | 0.13% | −482−28.9% | Reduced |
| Hunter Associates Investment Management LLC | 1,189 | $392.0K | 0.05% | +7+0.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,186 | $392.0K | 0.04% | +22+1.9% | Added |
| Omnia Family Wealth, LLC | 1,188 | $392.2K | 0.12% | +24+2.1% | Added |
| Werba Rubin Papier Wealth Management | 1,195 | $394.6K | 0.11% | +368+44.5% | Added |
| Persium Advisors, LLC | 1,196 | $394.8K | 0.29% | −982−45.1% | Reduced |
| Granite Bay Wealth Management, LLC | 1,197 | $395.0K | 0.10% | +1,197 | New |
| AGH Wealth Advisors, LLC | 1,197 | $395.1K | 0.30% | −400−25.0% | Reduced |
| Polen Capital Management LLC | 1,197 | $395.2K | 0.00% | −286−19.3% | Reduced |
| Martingale Asset Management L P | 1,199 | $395.8K | 0.01% | −20−1.6% | Reduced |
| Compass Wealth Management, LLC | 1,200 | $396.1K | 0.16% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,203 | $397.2K | 0.12% | −137−10.2% | Reduced |
| Arista Wealth Management, LLC | 1,204 | $397.3K | 0.05% | +1,204 | New |
| Leo Wealth, LLC | 1,204 | $397.6K | 0.03% | +140+13.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,208 | $398.8K | 0.12% | −5,393−81.7% | Reduced |
| Rocky Mountain Advisers, LLC | 1,210 | $399.6K | 0.12% | +218+22.0% | Added |
| Emerald Advisors, LLC | 1,211 | $399.8K | 0.05% | +195+19.2% | Added |
| King Wealth | 1,213 | $400.0K | 0.05% | −50−4.0% | Reduced |
| Legacy Edge Advisors, LLC | 1,214 | $400.8K | 0.04% | −19−1.5% | Reduced |
| Invenio Wealth Partners LLC | 1,215 | $401.1K | 0.15% | −384−24.0% | Reduced |
| Atwater Malick LLC | 1,215 | $401.1K | 0.11% | +14+1.2% | Added |
| Athena Wealth Management, LLC | 1,217 | $401.9K | 0.39% | +1,217 | New |
| Fortress Financial Solutions, LLC | 1,219 | $402.3K | 0.41% | +82+7.2% | Added |
| Aspetuck Financial Management LLC | 1,219 | $402.4K | 0.27% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,220 | $402.7K | 0.04% | −274−18.3% | Reduced |
| ODonnell Financial Services, LLC | 1,224 | $404.1K | 0.14% | −117−8.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,228 | $405.3K | 0.10% | +25+2.1% | Added |
| High Net Worth Advisory Group LLC | 1,227 | $405.3K | 0.09% | +101+9.0% | Added |
| E-Wealth Partners, LLC | 1,228 | $405.4K | 0.34% | +1,228 | New |
| Ritter Daniher Financial Advisory LLC | 1,231 | $406.2K | 0.07% | −229−15.7% | Reduced |