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 |
|---|---|---|---|---|---|
| one8zero8, LLC | 9,992 | $3.30M | 0.72% | 00.0% | Unchanged |
| Eastern Bank | 9,926 | $3.28M | 0.06% | −1,152−10.4% | Reduced |
| Harbour Capital Advisors, LLC | 9,706 | $3.27M | 0.66% | −75−0.8% | Reduced |
| Morton Community Bank | 11,349 | $3.26M | 0.70% | +1,180+11.6% | Added |
| Chickasaw Capital Management LLC | 9,842 | $3.25M | 0.13% | +414+4.4% | Added |
| Fidelis Capital Partners, LLC | 9,831 | $3.25M | 0.24% | +185+1.9% | Added |
| Highland Capital Management, LLC | 9,825 | $3.24M | 0.16% | −450−4.4% | Reduced |
| Koshinski Asset Management, Inc. | 9,817 | $3.24M | 0.21% | −723−6.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,813 | $3.24M | 1.34% | −188−1.9% | Reduced |
| Atomi Financial Group, Inc. | 9,744 | $3.22M | 0.10% | +927+10.5% | Added |
| Fulton Bank, N.A. | 9,689 | $3.20M | 0.11% | +1,121+13.1% | Added |
| Weik Capital Management | 9,670 | $3.19M | 1.20% | −198−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 9,667 | $3.19M | 0.12% | −5,333−35.6% | Reduced |
| HealthInvest Partners AB | 14,636 | $3.19M | 1.02% | +909+6.6% | Added |
| Eclectic Associates Inc | 9,658 | $3.19M | 0.50% | −39−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,656 | $3.19M | 0.02% | −97,210−91.0% | Reduced |
| Syon Capital LLC | 9,624 | $3.18M | 0.16% | +1,255+15.0% | Added |
| Evolve Private Wealth, LLC | 9,603 | $3.17M | 0.19% | +9,603 | New |
| Rakuten Securities, Inc. | 9,598 | $3.17M | 1.03% | −6,596−40.7% | Reduced |
| Capital Investment Advisory Services, LLC | 9,598 | $3.17M | 0.22% | +39+0.4% | Added |
| Ami Investment Management Inc | 9,589 | $3.17M | 0.71% | −69−0.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,576 | $3.16M | 0.64% | +228+2.4% | Added |
| PACK Private Wealth, LLC | 9,566 | $3.16M | 1.44% | −30.0% | Reduced |
| Griffith & Werner, Inc. | 9,565 | $3.16M | 1.61% | +115+1.2% | Added |
| Chilton Investment Co LLC | 9,546 | $3.15M | 0.07% | −57−0.6% | Reduced |
| Belpointe Asset Management LLC | 9,528 | $3.15M | 0.11% | +481+5.3% | Added |
| Smartleaf Asset Management LLC | 9,468 | $3.15M | 0.12% | +1,935+25.7% | Added |
| Integrity Alliance, LLC. | 9,524 | $3.14M | 0.12% | +259+2.8% | Added |
| G&S Capital LLC | 9,509 | $3.14M | 1.11% | −200−2.1% | Reduced |
| King Luther Capital Management Corp | 9,472 | $3.13M | 0.01% | −3,831−28.8% | Reduced |
| Cary Street Partners Financial LLC | 9,448 | $3.12M | 0.08% | −1,791−15.9% | Reduced |
| Jump Financial, LLC | 9,377 | $3.10M | 0.04% | −204−2.1% | Reduced |
| Generali Investments, Management Co LLC | 9,361 | $3.09M | 0.62% | −2,785−22.9% | Reduced |
| Aviso Financial Inc. | 9,358 | $3.09M | 0.12% | −3,517−27.3% | Reduced |
| Saber Capital Managment, LLC | 9,357 | $3.09M | 2.64% | +9,357 | New |
| Chicago Trust Co NA | 9,338 | $3.08M | 0.48% | −400−4.1% | Reduced |
| Estabrook Capital Management | 9,307 | $3.07M | 0.45% | −103−1.1% | Reduced |
| Pinnacle Holdings, LLC | 9,294 | $3.07M | 1.04% | +63+0.7% | Added |
| TKG Advisors, LLC | 9,251 | $3.05M | 1.23% | −237−2.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,249 | $3.05M | 1.46% | −1,917−17.2% | Reduced |
| Rehmann Capital Advisory Group | 9,215 | $3.04M | 0.16% | +149+1.6% | Added |
| Neville Rodie & Shaw Inc | 9,216 | $3.04M | 0.21% | −1,702−15.6% | Reduced |
| Granite Investment Partners, LLC | 9,208 | $3.04M | 0.18% | −50−0.5% | Reduced |
| Cidel Asset Management Inc | 9,192 | $3.03M | 0.21% | +1,278+16.1% | Added |
| Salem Investment Counselors Inc | 9,183 | $3.03M | 0.09% | −545−5.6% | Reduced |
| Woodmont Investment Counsel LLC | 9,114 | $3.01M | 0.19% | −242−2.6% | Reduced |
| Farmers National Bank | 9,112 | $3.01M | 0.67% | −1,499−14.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,105 | $3.01M | 1.68% | −1,789−16.4% | Reduced |
| Fortis Group Advisors, LLC | 10,472 | $3.00M | 0.50% | +1,753+20.1% | Added |
| Griffin Asset Management, Inc. | 9,081 | $3.00M | 0.32% | −6,978−43.5% | Reduced |
| Poehling Capital Management, LLC | 9,063 | $2.99M | 0.61% | +50+0.6% | Added |
| Visionary Wealth Advisors | 9,051 | $2.99M | 0.13% | +75+0.8% | Added |
| Montag A & Associates Inc | 9,047 | $2.99M | 0.14% | −1,209−11.8% | Reduced |
| City Holding Co | 9,032 | $2.98M | 0.37% | −1,720−16.0% | Reduced |
| Capital Analysts, LLC | 9,016 | $2.98M | 0.08% | −125−1.4% | Reduced |
| Castleview Partners, LLC | 9,001 | $2.97M | 1.47% | +1,307+17.0% | Added |
| Ted Buchan & Co | 8,999 | $2.97M | 1.09% | +447+5.2% | Added |
| Blackstone Group Inc. | 8,996 | $2.97M | 0.01% | +240+2.7% | Added |
| Manhattan West Asset Management, LLC | 8,963 | $2.96M | 0.61% | −1,254−12.3% | Reduced |
| Marathon Wealth Advisors LLC | 8,942 | $2.95M | 1.17% | +8,942 | New |
| Legacy Wealth Management, LLC | 8,910 | $2.94M | 0.79% | −3,970−30.8% | Reduced |
| Field & Main Bank | 8,907 | $2.94M | 0.85% | +29+0.3% | Added |
| Wealthcare Advisory Partners LLC | 8,901 | $2.94M | 0.06% | −62−0.7% | Reduced |
| BigSur Wealth Management LLC | 8,894 | $2.94M | 0.71% | −550−5.8% | Reduced |
| Schnieders Capital Management, LLC. | 8,893 | $2.94M | 0.46% | +895+11.2% | Added |
| Axq Capital, LP | 8,886 | $2.93M | 0.66% | +8,886 | New |
| Commonwealth Retirement Investments LLC | 8,879 | $2.93M | 0.94% | −5−0.1% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,857 | $2.92M | 1.60% | −162−1.8% | Reduced |
| Van Hulzen Asset Management, LLC | 8,843 | $2.92M | 0.21% | −3,276−27.0% | Reduced |
| KCM Investment Advisors LLC | 8,842 | $2.92M | 0.09% | −389−4.2% | Reduced |
| Kapitalo Investimentos Ltda | 8,826 | $2.91M | 0.56% | −47−0.5% | Reduced |
| Sullivan Wood Capital Management LLC | 8,816 | $2.91M | 4.39% | +2,945+50.2% | Added |
| Verition Fund Management LLC | 8,803 | $2.91M | 0.02% | −1,793−16.9% | Reduced |
| Notis-McConarty Edward | 8,802 | $2.91M | 1.35% | −311−3.4% | Reduced |
| Cigna Investments Inc | 8,780 | $2.90M | 0.42% | −80−0.9% | Reduced |
| Harrell Investment Partners, LLC | 8,760 | $2.89M | 0.68% | −1,292−12.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,748 | $2.89M | 0.06% | +30.0% | Added |
| V2 Financial group LLC | 8,700 | $2.87M | 1.41% | +358+4.3% | Added |
| Parsonex Advisory Services, Inc. | 8,695 | $2.87M | 1.83% | +739+9.3% | Added |
| Marathon Asset Management LP | 10,000 | $2.87M | 4.46% | −2,500−20.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,658 | $2.86M | 0.09% | −77−0.9% | Reduced |
| Miracle Mile Advisors, LLC | 8,653 | $2.86M | 0.04% | +147+1.7% | Added |
| Dana Investment Advisors, Inc. | 8,645 | $2.85M | 0.08% | −1,176−12.0% | Reduced |
| Independent Financial Group, LLC | 8,637 | $2.85M | 0.06% | +222+2.6% | Added |
| Sumitomo Life Insurance Co | 8,604 | $2.84M | 0.08% | +74+0.9% | Added |
| Northern Oak Wealth Management Inc | 8,583 | $2.83M | 0.36% | −778−8.3% | Reduced |
| Aigen Investment Management, LP | 8,562 | $2.83M | 0.65% | +6,249+270.2% | Added |
| Kensington Investment Counsel, LLC | 8,561 | $2.83M | 1.15% | +196+2.3% | Added |
| Western Wealth Management, LLC | 8,537 | $2.82M | 0.13% | −5−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,487 | $2.80M | 1.30% | +134+1.6% | Added |
| Bluesphere Advisors, LLC | 8,472 | $2.80M | 1.24% | +1,547+22.3% | Added |
| Independence Bank of Kentucky | 8,441 | $2.79M | 0.35% | +501+6.3% | Added |
| Cullen Investment Group, Ltd. | 8,092 | $2.78M | 0.36% | −10,150−55.6% | Reduced |
| Family Legacy, Inc. | 8,404 | $2.77M | 0.83% | +77+0.9% | Added |
| Signal Advisors Wealth, LLC | 8,396 | $2.77M | 0.22% | +1,235+17.2% | Added |
| Paradigm Asset Management Co LLC | 8,380 | $2.77M | 0.64% | −700−7.7% | Reduced |
| Global Assets Advisory, LLC | 8,327 | $2.75M | 0.79% | +5+0.1% | Added |
| Milestone Asset Management, LLC | 8,309 | $2.74M | 0.52% | +1,449+21.1% | Added |
| Sage Mountain Advisors LLC | 8,289 | $2.74M | 0.15% | +8+0.1% | Added |
| Delaney Dennis R | 8,271 | $2.73M | 1.37% | +739+9.8% | Added |