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
- 3,311
- +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
- 1,115 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 16,274 | $5.37M | 0.62% | +1,707+11.7% | Added |
| Bulltick Wealth Management, LLC | 16,249 | $5.36M | 1.14% | −5,206−24.3% | Reduced |
| Meeder Advisory Services, Inc. | 16,230 | $5.36M | 0.23% | +640+4.1% | Added |
| Integrated Wealth Concepts LLC | 16,146 | $5.33M | 0.06% | −9,238−36.4% | Reduced |
| Blue Fin Capital, Inc. | 16,124 | $5.32M | 0.83% | −531−3.2% | Reduced |
| Chronos Wealth Management, LLC | 16,107 | $5.32M | 2.46% | +507+3.3% | Added |
| Clough Capital Partners L P | 16,100 | $5.31M | 0.48% | −3,110−16.2% | Reduced |
| BDF-Gestion | 16,067 | $5.30M | 0.65% | −1,071−6.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,047 | $5.30M | 0.31% | −279−1.7% | Reduced |
| St Germain D J Co Inc | 16,040 | $5.29M | 0.21% | +74+0.5% | Added |
| Meridian Wealth Management, LLC | 16,036 | $5.29M | 0.19% | −1,080−6.3% | Reduced |
| Liberty Capital Management, Inc. | 16,016 | $5.29M | 0.98% | +276+1.8% | Added |
| Chemistry Wealth Management LLC | 16,014 | $5.29M | 0.99% | −185−1.1% | Reduced |
| Kornitzer Capital Management Inc | 16,007 | $5.28M | 0.11% | −1,155−6.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,989 | $5.28M | 0.37% | +2,891+22.1% | Added |
| Acumen Wealth Advisors, LLC | 15,979 | $5.27M | 1.52% | +15,979 | New |
| Hamilton Capital Partners Inc. | 15,967 | $5.27M | 0.19% | +2,135+15.4% | Added |
| Ballast, Inc. | 15,946 | $5.26M | 1.23% | +253+1.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 15,876 | $5.24M | 1.20% | −2,844−15.2% | Reduced |
| J.W. Cole Advisors, Inc. | 20,324 | $5.23M | 0.13% | −556−2.7% | Reduced |
| Brooklands Fund Management Ltd | 18,205 | $5.22M | 2.79% | +18,205 | New |
| Game Creek Capital, LP | 15,800 | $5.22M | 1.98% | +425+2.8% | Added |
| Dakota Wealth Management | 15,738 | $5.20M | 0.09% | −10,636−40.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,727 | $5.19M | 0.18% | +1,362+9.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 14,951 | $5.16M | 2.53% | 00.0% | Unchanged |
| Change Path, LLC | 15,622 | $5.16M | 0.13% | +470+3.1% | Added |
| Integrated Advisors Network LLC | 15,595 | $5.15M | 0.23% | −2,352−13.1% | Reduced |
| Buckhead Capital Management LLC | 15,540 | $5.13M | 1.84% | −1,427−8.4% | Reduced |
| Wedmont Private Capital | 14,995 | $5.12M | 0.18% | −45−0.3% | Reduced |
| Trillium Asset Management, LLC | 15,205 | $5.12M | 0.16% | −12,564−45.2% | Reduced |
| Kidder Stephen W | 15,470 | $5.11M | 1.44% | +1,529+11.0% | Added |
| PKO Investment Management Joint-Stock Co | 15,389 | $5.08M | 0.41% | −9,291−37.6% | Reduced |
| Morse Asset Management, Inc | 15,386 | $5.08M | 1.02% | −891−5.5% | Reduced |
| Global Retirement Partners, LLC | 15,373 | $5.07M | 0.09% | +3,640+31.0% | Added |
| Segment Wealth Management, LLC | 15,340 | $5.06M | 0.29% | +238+1.6% | Added |
| Ameritas Investment Partners, Inc. | 15,320 | $5.06M | 0.15% | −1,308−7.9% | Reduced |
| AIMZ Investment Advisors, LLC | 15,318 | $5.06M | 1.45% | +20.0% | Added |
| Groupe la Francaise | 15,277 | $5.03M | 0.07% | −390−2.5% | Reduced |
| Ossiam | 15,238 | $5.03M | 0.10% | −52,947−77.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,201 | $5.02M | 1.31% | +93+0.6% | Added |
| Mission Wealth Management, LP | 15,147 | $5.00M | 0.10% | −903−5.6% | Reduced |
| Sigma Planning Corp | 15,111 | $4.99M | 0.14% | −1,287−7.8% | Reduced |
| Kingstone Capital Partners Texas, LLC | 15,030 | $4.96M | 2.89% | +267+1.8% | Added |
| Olstein Capital Management, L.P. | 15,000 | $4.95M | 1.02% | −1,500−9.1% | Reduced |
| National Asset Management, Inc. | 14,964 | $4.94M | 0.23% | +626+4.4% | Added |
| Lynch Asset Management, Inc. | 14,950 | $4.94M | 1.55% | +150+1.0% | Added |
| Greenwood Capital Associates LLC | 14,795 | $4.88M | 0.53% | −266−1.8% | Reduced |
| Johnson Financial Group, Inc. | 14,700 | $4.85M | 0.18% | +2,108+16.7% | Added |
| GHP Investment Advisors, Inc. | 14,682 | $4.85M | 0.20% | +110+0.8% | Added |
| Guardian Partners Inc. | 17,562 | $4.83M | 0.39% | +3,410+24.1% | Added |
| Linscomb & Williams, Inc. | 14,468 | $4.78M | 0.20% | +13,787+2,024.5% | Added |
| AMG National Trust Bank | 14,329 | $4.73M | 0.11% | −289−2.0% | Reduced |
| Sepio Capital, LP | 14,305 | $4.72M | 0.26% | +7,385+106.7% | Added |
| Machina Capital S.A.S. | 14,279 | $4.71M | 0.90% | +14,279 | New |
| WealthPlan Investment Management, LLC | 14,207 | $4.69M | 0.30% | +13,450+1,776.8% | Added |
| Lake Street Financial LLC | 14,168 | $4.68M | 0.57% | −3,224−18.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,166 | $4.68M | 0.16% | −726−4.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,120 | $4.66M | 0.96% | +137+1.0% | Added |
| AlTi Global, Inc. | 14,092 | $4.65M | 0.10% | −5,667−28.7% | Reduced |
| Frank, Rimerman Advisors LLC | 14,085 | $4.65M | 0.29% | +835+6.3% | Added |
| One River Asset Management, LLC | 14,063 | $4.64M | 4.12% | +10,110+255.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,039 | $4.63M | 0.01% | −1,234−8.1% | Reduced |
| LMR Partners LLP | 14,000 | $4.62M | 0.04% | −42,856−75.4% | Reduced |
| Donaldson Capital Management, LLC | 13,964 | $4.61M | 0.15% | −139,766−90.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,872 | $4.59M | 0.37% | +9,872 | New |
| Somerville Kurt F | 13,720 | $4.53M | 0.77% | −8,109−37.1% | Reduced |
| Legacy Private Trust Co. | 13,655 | $4.51M | 0.27% | −1,170−7.9% | Reduced |
| Allen Operations LLC | 13,633 | $4.50M | 0.56% | 00.0% | Unchanged |
| Hancock Whitney Corp | 13,606 | $4.49M | 0.08% | −2,038−13.0% | Reduced |
| Sky Investment Group LLC | 13,599 | $4.49M | 0.74% | −588−4.1% | Reduced |
| Sectoral Asset Management Inc | 13,595 | $4.49M | 3.60% | +50+0.4% | Added |
| Boston Private Wealth LLC | 13,572 | $4.48M | 0.26% | −1,327−8.9% | Reduced |
| NBT Bank N A | 13,734 | $4.46M | 0.29% | −437−3.1% | Reduced |
| CFC Planning Co LLC | 13,494 | $4.45M | 3.43% | +730+5.7% | Added |
| ExodusPoint Capital Management, LP | 13,477 | $4.45M | 0.05% | −7,319−35.2% | Reduced |
| Ocean Capital Management, LLC | 13,385 | $4.42M | 0.88% | −553−4.0% | Reduced |
| WealthShield Partners, LLC | 13,382 | $4.42M | 0.49% | +2,303+20.8% | Added |
| StoneX Group Inc. | 13,315 | $4.41M | 0.19% | +282+2.2% | Added |
| Caliber Wealth Management, LLC | 13,368 | $4.41M | 0.47% | +1,882+16.4% | Added |
| Dynamic Advisor Solutions LLC | 13,317 | $4.40M | 0.14% | −512−3.7% | Reduced |
| Leavell Investment Management, Inc. | 13,197 | $4.36M | 0.18% | −258−1.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 13,174 | $4.35M | 0.57% | +7+0.1% | Added |
| Bank of Nova Scotia Trust Co | 13,159 | $4.34M | 0.38% | +1,635+14.2% | Added |
| Lincluden Management Ltd | 13,099 | $4.32M | 0.37% | −1,223−8.5% | Reduced |
| Sigma Investment Counselors Inc | 13,036 | $4.30M | 0.22% | −246−1.9% | Reduced |
| S-Bank Fund Management Ltd | 13,000 | $4.29M | 0.56% | −1,077−7.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $4.29M | 1.16% | 00.0% | Unchanged |
| Twin Capital Management Inc | 12,995 | $4.29M | 0.53% | +3,748+40.5% | Added |
| Mattson Financial Services, LLC | 12,909 | $4.26M | 1.00% | −267−2.0% | Reduced |
| Rench Wealth Management, Inc. | 12,900 | $4.26M | 1.26% | −320−2.4% | Reduced |
| Sandhill Capital Partners LLC | 12,826 | $4.23M | 0.30% | −1,701−11.7% | Reduced |
| Palouse Capital Management, Inc. | 12,757 | $4.21M | 2.70% | −803−5.9% | Reduced |
| Perkins Coie Trust Co | 12,741 | $4.21M | 0.78% | −531−4.0% | Reduced |
| Brasada Capital Management, LP | 12,462 | $4.19M | 0.72% | −2,874−18.7% | Reduced |
| Collar Capital Management, LLC | 12,571 | $4.15M | 2.77% | −19−0.2% | Reduced |
| Sowell Financial Services LLC | 12,550 | $4.14M | 0.15% | +635+5.3% | Added |
| Symphony Financial, Ltd. Co. | 12,464 | $4.14M | 0.56% | −1,108−8.2% | Reduced |
| Atom Investors LP | 12,528 | $4.14M | 0.33% | +12,528 | New |
| Naples Global Advisors, LLC | 12,523 | $4.13M | 0.31% | −317−2.5% | Reduced |
| Fiduciary Alliance LLC | 12,510 | $4.13M | 0.27% | +400+3.3% | Added |