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 |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 12,336 | $4.12M | 0.19% | −120−1.0% | Reduced |
| Acropolis Investment Management, LLC | 12,451 | $4.11M | 0.18% | −2,920−19.0% | Reduced |
| Crossmark Global Holdings, Inc. | 12,438 | $4.11M | 0.06% | −7,376−37.2% | Reduced |
| Skopos Labs, Inc. | 12,450 | $4.09M | 0.19% | +5,153+70.6% | Added |
| Community Bank & Trust, Waco, Texas | 12,403 | $4.09M | 0.84% | −1,133−8.4% | Reduced |
| BLKBRD Asset Management, LP | 12,395 | $4.09M | 5.50% | −44,368−78.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,391 | $4.09M | 0.70% | +2,698+27.8% | Added |
| Jasper Ridge Partners, L.P. | 12,379 | $4.09M | 0.09% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 12,359 | $4.08M | 0.24% | +6,670+117.2% | Added |
| Immersion Capital LLP | 12,340 | $4.07M | 5.89% | +2,940+31.3% | Added |
| Modera Wealth Management, LLC | 12,334 | $4.07M | 0.05% | −897−6.8% | Reduced |
| Clear Harbor Asset Management, LLC | 12,329 | $4.07M | 0.28% | −1,213−9.0% | Reduced |
| Litman Gregory Asset Management LLC | 12,316 | $4.07M | 0.30% | −4,027−24.6% | Reduced |
| Eagle Rock Investment Company, LLC | 12,292 | $4.06M | 0.57% | −613−4.8% | Reduced |
| Titleist Asset Management, LLC | 12,194 | $4.03M | 0.33% | +1,152+10.4% | Added |
| Centaurus Financial, Inc. | 12,190 | $4.02M | 0.18% | +4,622+61.1% | Added |
| Teamwork Financial Advisors, LLC | 12,137 | $4.01M | 0.43% | +6,248+106.1% | Added |
| Leeward Financial Partners, LLC | 12,117 | $4.00M | 1.12% | +213+1.8% | Added |
| Wright Investors Service Inc | 12,086 | $3.99M | 1.20% | −2,422−16.7% | Reduced |
| Huber Capital Management LLC | 12,086 | $3.99M | 0.59% | +12,086 | New |
| Sivik Global Healthcare LLC | 12,000 | $3.96M | 1.93% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,962 | $3.95M | 0.05% | −4,475−27.2% | Reduced |
| PFG Investments, LLC | 11,900 | $3.93M | 0.19% | −1,675−12.3% | Reduced |
| Money Concepts Capital Corp | 11,875 | $3.92M | 0.22% | −505−4.1% | Reduced |
| Alps Advisors Inc | 11,864 | $3.92M | 0.02% | −64−0.5% | Reduced |
| Berger Financial Group, Inc | 11,864 | $3.92M | 0.23% | −2,659−18.3% | Reduced |
| Tradewinds, LLC. | 11,850 | $3.91M | 0.93% | −193−1.6% | Reduced |
| Broderick Brian C | 11,844 | $3.91M | 0.74% | −7,746−39.5% | Reduced |
| Ostrum Asset Management | 11,836 | $3.91M | 0.19% | −2,362−16.6% | Reduced |
| Earnest Partners LLC | 11,824 | $3.90M | 0.02% | −3,146−21.0% | Reduced |
| Calamos Wealth Management LLC | 11,814 | $3.90M | 0.14% | +1,967+20.0% | Added |
| Pacific Capital Partners Ltd | 11,750 | $3.88M | 4.12% | +3,125+36.2% | Added |
| Pine Valley Investments Ltd Liability Co | 11,730 | $3.87M | 0.19% | −20,239−63.3% | Reduced |
| Opal Capital LLC | 11,775 | $3.86M | 0.97% | +11,775 | New |
| HBW Advisory Services LLC | 11,633 | $3.84M | 0.42% | −1,416−10.9% | Reduced |
| Flax Pond Capital, LLC | 11,630 | $3.84M | 2.85% | +11,630 | New |
| Brentview Investment Management LLC | 11,596 | $3.83M | 1.73% | −86−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,506 | $3.80M | 0.19% | −156−1.3% | Reduced |
| Matauro, LLC | 11,485 | $3.79M | 0.57% | −638−5.3% | Reduced |
| Venture Visionary Partners LLC | 11,160 | $3.79M | 0.12% | +550+5.2% | Added |
| Meridian Wealth Advisors, LLC | 11,379 | $3.76M | 0.52% | −1,365−10.7% | Reduced |
| Westbourne Investments, Inc. | 11,355 | $3.75M | 1.74% | −305−2.6% | Reduced |
| ZEGA Investments, LLC | 11,276 | $3.72M | 0.72% | +629+5.9% | Added |
| Flagship Harbor Advisors, LLC | 11,269 | $3.72M | 0.18% | −1,871−14.2% | Reduced |
| AlphaCore Capital LLC | 11,266 | $3.72M | 0.08% | +6,020+114.8% | Added |
| Sagespring Wealth Partners, LLC | 11,264 | $3.72M | 0.07% | +1,460+14.9% | Added |
| West Branch Capital LLC | 11,246 | $3.71M | 0.96% | −2,194−16.3% | Reduced |
| SageView Advisory Group, LLC | 11,218 | $3.70M | 0.13% | −835−6.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,218 | $3.70M | 0.22% | +826+7.9% | Added |
| Aurdan Capital Management, LLC | 11,186 | $3.69M | 1.14% | −1,024−8.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 11,184 | $3.69M | 0.82% | +11,184 | New |
| Prescott Group Capital Management, L.L.C. | 11,183 | $3.69M | 0.34% | +6,008+116.1% | Added |
| Stevens Capital Management LP | 11,136 | $3.68M | 1.29% | +3,978+55.6% | Added |
| GM Advisory Group, Inc. | 11,128 | $3.67M | 0.14% | −4,725−29.8% | Reduced |
| Hilton Capital Management, LLC | 11,094 | $3.66M | 0.28% | +11,094 | New |
| Rothschild Investment LLC | 11,086 | $3.66M | 0.20% | −83−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 11,083 | $3.66M | 0.03% | −956−7.9% | Reduced |
| Tulsa Wealth Advisors, INC | 11,056 | $3.65M | 1.21% | +11,056 | New |
| Campbell & CO Investment Adviser LLC | 11,049 | $3.65M | 0.18% | +11,049 | New |
| VestGen Advisors, LLC | 11,021 | $3.64M | 0.15% | −8,821−44.5% | Reduced |
| Coastline Trust Co | 10,984 | $3.63M | 0.34% | +4,498+69.3% | Added |
| Perigon Wealth Management, LLC | 10,957 | $3.62M | 0.06% | +2,488+29.4% | Added |
| Williams Jones Wealth Management, LLC. | 10,845 | $3.58M | 0.04% | −95−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 10,807 | $3.57M | 0.44% | −1,718−13.7% | Reduced |
| Elgethun Capital Management | 10,699 | $3.53M | 0.61% | +150+1.4% | Added |
| Krilogy Financial LLC | 10,043 | $3.53M | 0.12% | +1,720+20.7% | Added |
| First Interstate Bank | 10,697 | $3.53M | 0.19% | −316−2.9% | Reduced |
| Lountzis Asset Management, LLC | 10,694 | $3.53M | 1.25% | −155−1.4% | Reduced |
| Glenview Trust Co | 10,684 | $3.53M | 0.05% | −482−4.3% | Reduced |
| Tejara Capital Ltd | 10,680 | $3.53M | 1.47% | +10,680 | New |
| Logan Capital Management Inc | 10,665 | $3.52M | 0.15% | −4,910−31.5% | Reduced |
| Simplicity Wealth,LLC | 10,649 | $3.52M | 0.21% | +1,202+12.7% | Added |
| Whalerock Point Partners, LLC | 10,613 | $3.50M | 0.67% | −320−2.9% | Reduced |
| Accredited Investors Inc. | 10,502 | $3.47M | 0.18% | +176+1.7% | Added |
| Dempze Nancy E | 10,466 | $3.45M | 1.80% | −2,073−16.5% | Reduced |
| TrueMark Investments, LLC | 10,465 | $3.45M | 0.66% | +10,465 | New |
| Beech Hill Advisors, Inc. | 10,432 | $3.44M | 1.65% | −38−0.4% | Reduced |
| Brown Miller Wealth Management, LLC | 10,391 | $3.43M | 0.95% | +238+2.3% | Added |
| Colonial Trust Co | 10,383 | $3.43M | 0.46% | −747−6.7% | Reduced |
| Qsemble Capital Management, LP | 10,353 | $3.42M | 0.28% | +10,353 | New |
| William B. Walkup & Associates, Inc. | 10,321 | $3.41M | 1.87% | −64−0.6% | Reduced |
| Aaron Wealth Advisors | 10,286 | $3.40M | 0.19% | +378+3.8% | Added |
| AdvisorNet Financial, Inc | 10,280 | $3.39M | 0.18% | −464−4.3% | Reduced |
| IHT Wealth Management, LLC | 10,264 | $3.38M | 0.08% | −198−1.9% | Reduced |
| Trust Asset Management LLC | 10,210 | $3.37M | 0.23% | −390−3.7% | Reduced |
| Verdence Capital Advisors LLC | 10,171 | $3.36M | 0.20% | −5,656−35.7% | Reduced |
| Permanens Capital L.P. | 10,150 | $3.35M | 0.44% | −9,634−48.7% | Reduced |
| Plancorp, LLC | 10,133 | $3.35M | 0.10% | −17−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,115 | $3.34M | 0.16% | +1,253+14.1% | Added |
| Brown Shipley& Co Ltd | 10,114 | $3.34M | 1.79% | −588−5.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,110 | $3.34M | 0.16% | +4,630+84.5% | Added |
| Round Rock Advisors, LLC | 10,091 | $3.33M | 0.50% | −22−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 9,469 | $3.33M | 0.54% | −1,026−9.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,080 | $3.33M | 0.10% | −258−2.5% | Reduced |
| KKM Financial LLC | 10,069 | $3.32M | 0.59% | −182−1.8% | Reduced |
| First Foundation Advisors | 10,051 | $3.32M | 0.13% | +75+0.8% | Added |
| Glassy Mountain Advisors, Inc. | 10,044 | $3.32M | 1.00% | +256+2.6% | Added |
| Tritonpoint Wealth, LLC | 10,014 | $3.31M | 0.34% | −2,992−23.0% | Reduced |
| Ranmore Fund Management Ltd | 10,000 | $3.30M | 0.57% | −25,000−71.4% | Reduced |
| Kamunting Street Capital Management, L.P. | 10,000 | $3.30M | 2.25% | +10,000 | New |