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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 8,270 | $2.73M | 0.18% | +199+2.5% | Added |
| Applied Finance Capital Management, LLC | 8,262 | $2.73M | 0.20% | +62+0.8% | Added |
| Fulcrum Asset Management LLP | 8,198 | $2.72M | 0.76% | −243−2.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,242 | $2.72M | 0.19% | +846+11.4% | Added |
| Delphi Financial Group, Inc. | 8,240 | $2.72M | 1.36% | +8,240 | New |
| Paradigm Financial Partners, LLC | 8,228 | $2.72M | 0.27% | −1,195−12.7% | Reduced |
| Insigneo Advisory Services, LLC | 8,209 | $2.71M | 0.19% | −488−5.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,191 | $2.70M | 0.59% | −149−1.8% | Reduced |
| Neo Ivy Capital Management | 8,173 | $2.70M | 0.43% | −2,683−24.7% | Reduced |
| Pensionfund Sabic | 8,150 | $2.69M | 0.73% | 00.0% | Unchanged |
| GWN Securities Inc. | 8,133 | $2.69M | 0.54% | +839+11.5% | Added |
| Essex Financial Services, Inc. | 8,118 | $2.68M | 0.15% | −605−6.9% | Reduced |
| R.H. Investment Group, LLC | 8,104 | $2.68M | 2.24% | +300+3.8% | Added |
| Resources Management Corp | 8,100 | $2.67M | 0.35% | −728−8.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,085 | $2.67M | 0.41% | +323+4.2% | Added |
| HBK Sorce Advisory LLC | 9,621 | $2.66M | 0.06% | −701−6.8% | Reduced |
| Pathway Financial Advisers, LLC | 8,040 | $2.65M | 0.77% | −164−2.0% | Reduced |
| U S Wealth Group, LLC. | 8,033 | $2.65M | 1.75% | −81−1.0% | Reduced |
| Skylands Capital, LLC | 8,020 | $2.65M | 0.36% | −6,410−44.4% | Reduced |
| Fairbanks Capital Management, Inc. | 8,007 | $2.64M | 1.46% | +840+11.7% | Added |
| Titan Investment Management LLC | 8,002 | $2.64M | 2.41% | +8,002 | New |
| Kinneret Advisory, LLC | 7,931 | $2.62M | 0.22% | −217−2.7% | Reduced |
| Intrust Bank NA | 7,913 | $2.61M | 0.22% | +184+2.4% | Added |
| DeDora Capital, Inc. | 7,846 | $2.59M | 0.61% | −494−5.9% | Reduced |
| English Capital Management LLC | 7,841 | $2.59M | 1.62% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 7,834 | $2.59M | 0.09% | −74−0.9% | Reduced |
| Nicollet Investment Management, Inc. | 7,824 | $2.58M | 0.82% | −23−0.3% | Reduced |
| Gs Investments, Inc. | 7,820 | $2.58M | 1.40% | −451−5.5% | Reduced |
| Central Bank & Trust Co | 7,803 | $2.58M | 0.40% | −2,903−27.1% | Reduced |
| Trust Co of Vermont | 7,800 | $2.57M | 0.11% | −837−9.7% | Reduced |
| Flavin Financial Services, Inc. | 7,799 | $2.57M | 1.76% | +189+2.5% | Added |
| Howard Capital Management Inc. | 7,760 | $2.56M | 0.03% | +236+3.1% | Added |
| Cascades Capital Asset Management, LLC | 7,747 | $2.56M | 1.07% | +10.0% | Added |
| Studio Investment Management LLC | 7,730 | $2.55M | 0.47% | +102+1.3% | Added |
| First Dallas Securities Inc. | 7,687 | $2.54M | 0.94% | +46+0.6% | Added |
| Hillman Capital Management, Inc. | 7,681 | $2.54M | 1.60% | −500−6.1% | Reduced |
| TD Private Client Wealth LLC | 7,663 | $2.53M | 0.05% | +125+1.7% | Added |
| Shoker Investment Counsel, Inc. | 7,631 | $2.52M | 0.74% | −262−3.3% | Reduced |
| Eos Management, L.P. | 7,616 | $2.51M | 0.98% | +2,773+57.3% | Added |
| RMB Capital Management, LLC | 7,594 | $2.51M | 0.04% | −316−4.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,592 | $2.51M | 0.71% | +20+0.3% | Added |
| Fragasso Group Inc. | 7,577 | $2.50M | 0.15% | −571−7.0% | Reduced |
| Becker Capital Management Inc | 7,576 | $2.50M | 0.07% | −8−0.1% | Reduced |
| JB Capital LLC | 7,575 | $2.50M | 0.10% | +299+4.1% | Added |
| Portfolio Design Labs, LLC | 7,574 | $2.50M | 0.41% | −43−0.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,558 | $2.50M | 1.62% | +90+1.2% | Added |
| Kempner Capital Management Inc. | 7,305 | $2.49M | 2.35% | −725−9.0% | Reduced |
| MPS Loria Financial Planners, LLC | 7,531 | $2.49M | 0.64% | +32+0.4% | Added |
| Shayne & Co., LLC | 7,515 | $2.48M | 0.75% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 7,509 | $2.48M | 0.75% | +346+4.8% | Added |
| Barbara Oil Co. | 7,500 | $2.48M | 0.92% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 7,498 | $2.48M | 0.11% | −929−11.0% | Reduced |
| Maia Wealth LLC | 8,648 | $2.46M | 0.42% | −455−5.0% | Reduced |
| Fulcrum Wealth Advisors, LLC | 7,369 | $2.43M | 2.00% | +7,369 | New |
| Chicago Partners Investment Group LLC | 6,800 | $2.42M | 0.06% | −2,204−24.5% | Reduced |
| Richard Bernstein Advisors LLC | 7,289 | $2.41M | 0.07% | −771−9.6% | Reduced |
| Monetary Management Group Inc | 7,283 | $2.40M | 0.56% | −125−1.7% | Reduced |
| First National Bank of Omaha | 7,226 | $2.40M | 0.07% | +1,732+31.5% | Added |
| Valley National Advisers Inc | 7,264 | $2.40M | 0.33% | −187−2.5% | Reduced |
| Meadowbrook Advisors Group, LLC | 7,258 | $2.40M | 1.34% | +7,258 | New |
| Forum Financial Management, LP | 7,240 | $2.39M | 0.03% | +213+3.0% | Added |
| Choate Investment Advisors | 7,204 | $2.38M | 0.05% | −1,909−20.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,183 | $2.37M | 0.04% | −989−12.1% | Reduced |
| Qtron Investments LLC | 7,177 | $2.37M | 0.31% | −667−8.5% | Reduced |
| Grimes & Company, Inc. | 7,171 | $2.37M | 0.06% | +1,060+17.3% | Added |
| Advisor OS, LLC | 7,155 | $2.36M | 0.19% | +973+15.7% | Added |
| Community Bank, N.A. | 7,136 | $2.36M | 0.28% | +1,403+24.5% | Added |
| Modus Advisors, LLC | 7,120 | $2.35M | 0.62% | +3,396+91.2% | Added |
| Solidarilty Wealth, LLC | 7,106 | $2.35M | 0.48% | +3,141+79.2% | Added |
| Capital Advisors Inc | 7,092 | $2.34M | 0.04% | −1,889−21.0% | Reduced |
| Viawealth, LLC | 7,079 | $2.34M | 1.31% | −258−3.5% | Reduced |
| Ameritas Advisory Services, LLC | 7,076 | $2.34M | 0.09% | +1,236+21.2% | Added |
| Capital Asset Advisory Services LLC | 6,664 | $2.33M | 0.09% | −184−2.7% | Reduced |
| Caldwell Trust Co | 7,043 | $2.32M | 0.21% | −864−10.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 7,040 | $2.32M | 0.86% | +1,893+36.8% | Added |
| Greenfield Savings Bank | 7,037 | $2.32M | 0.98% | +78+1.1% | Added |
| Csenge Advisory Group | 7,037 | $2.32M | 0.11% | +244+3.6% | Added |
| Holderness Investments Co | 7,026 | $2.32M | 0.47% | −1,240−15.0% | Reduced |
| Cito Capital Group, LLC | 7,026 | $2.32M | 0.68% | +1,678+31.4% | Added |
| Elevated Private Wealth, LLC | 7,005 | $2.31M | 2.41% | +7,005 | New |
| Carret Asset Management, LLC | 7,000 | $2.31M | 0.22% | −658−8.6% | Reduced |
| Elefante Mark B | 6,997 | $2.31M | 1.42% | −1,753−20.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,994 | $2.31M | 0.10% | −1,648−19.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,984 | $2.31M | 0.50% | −73−1.0% | Reduced |
| CWC Advisors, LLC. | 6,957 | $2.30M | 1.11% | −320−4.4% | Reduced |
| Cornerstone Planning, LLC | 7,013 | $2.30M | 0.53% | +7,013 | New |
| Fischer Financial Services, Inc. | 6,933 | $2.29M | 0.61% | −964−12.2% | Reduced |
| Journey Strategic Wealth LLC | 6,934 | $2.29M | 0.06% | +1,298+23.0% | Added |
| Focused Wealth Management, Inc | 6,911 | $2.28M | 0.24% | +155+2.3% | Added |
| SLT Holdings LLC | 6,909 | $2.28M | 1.52% | +31+0.5% | Added |
| Clear Trail Advisors, LLC | 6,902 | $2.28M | 0.53% | +6,902 | New |
| Joel Isaacson & Co., LLC | 6,896 | $2.28M | 0.08% | −1,678−19.6% | Reduced |
| Interchange Capital Partners, LLC | 6,892 | $2.28M | 0.42% | −1,043−13.1% | Reduced |
| Nwam LLC | 6,457 | $2.27M | 0.13% | −82−1.3% | Reduced |
| Spears Abacus Advisors LLC | 6,862 | $2.27M | 0.04% | +19+0.3% | Added |
| Inkwell Capital LLC | 6,850 | $2.26M | 2.30% | −47−0.7% | Reduced |
| Oakworth Capital, Inc. | 6,844 | $2.26M | 0.12% | −416−5.7% | Reduced |
| Impact Capital Partners LLC | 6,829 | $2.25M | 0.67% | +320+4.9% | Added |
| Parkside Financial Bank & Trust | 6,821 | $2.25M | 0.17% | +157+2.4% | Added |
| NorthRock Partners, LLC | 6,804 | $2.25M | 0.04% | −10,898−61.6% | Reduced |