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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 6,803 | $2.25M | 0.38% | −2,883−29.8% | Reduced |
| BCGM Wealth Management, LLC | 6,802 | $2.25M | 0.57% | +288+4.4% | Added |
| Hennessy Advisors Inc | 6,800 | $2.24M | 0.08% | +5,400+385.7% | Added |
| Moody National Bank Trust Division | 6,796 | $2.24M | 0.22% | −3,020−30.8% | Reduced |
| Constitution Capital LLC | 6,742 | $2.23M | 1.05% | −3,085−31.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 6,742 | $2.23M | 0.40% | −560−7.7% | Reduced |
| Fosun International Ltd | 6,711 | $2.22M | 0.52% | −420−5.9% | Reduced |
| Sierra Summit Advisors LLC | 6,695 | $2.21M | 0.34% | +108+1.6% | Added |
| Stenger Family Office, LLC | 6,686 | $2.21M | 0.46% | −11,608−63.5% | Reduced |
| Summit Global Investments | 6,679 | $2.21M | 0.13% | +808+13.8% | Added |
| Thoroughbred Financial Services, LLC | 6,675 | $2.20M | 0.13% | +303+4.8% | Added |
| Gsa Capital Partners LLP | 6,673 | $2.20M | 0.19% | +4,472+203.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,672 | $2.20M | 0.55% | −707−9.6% | Reduced |
| Sendero Wealth Management, LLC | 6,650 | $2.20M | 0.24% | +525+8.6% | Added |
| Connable Office Inc | 6,647 | $2.19M | 0.20% | −7−0.1% | Reduced |
| Capital Insight Partners, LLC | 6,645 | $2.19M | 0.46% | −1,493−18.3% | Reduced |
| Zions Bancorporation, National Association | 6,587 | $2.17M | 0.10% | +2,186+49.7% | Added |
| Floyd Financial Group LLC | 7,496 | $2.17M | 1.47% | +304+4.2% | Added |
| Savvy Advisors, Inc. | 6,574 | $2.17M | 0.07% | +1,808+37.9% | Added |
| Jacobi Capital Management LLC | 6,572 | $2.17M | 0.13% | −474−6.7% | Reduced |
| Legato Capital Management LLC | 6,566 | $2.17M | 0.19% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 6,561 | $2.17M | 0.93% | −227−3.3% | Reduced |
| Connecticut Wealth Management, LLC | 6,558 | $2.16M | 0.09% | −244−3.6% | Reduced |
| PFG Advisors | 6,556 | $2.16M | 0.11% | −7,360−52.9% | Reduced |
| CX Institutional | 6,545 | $2.16M | 0.06% | −664−9.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,545 | $2.16M | 0.02% | −816−11.1% | Reduced |
| Cullinan Associates Inc | 6,529 | $2.16M | 0.15% | −2,448−27.3% | Reduced |
| Capital Management Associates, Inc | 6,487 | $2.14M | 0.47% | +871+15.5% | Added |
| Burns Matteson Capital Management, LLC | 6,452 | $2.13M | 0.86% | −1,565−19.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 6,451 | $2.13M | 0.27% | +1,035+19.1% | Added |
| Invst, LLC | 6,444 | $2.13M | 0.23% | −3,292−33.8% | Reduced |
| MidFirst Bank | 6,431 | $2.12M | 0.17% | +6,431 | New |
| Timber Creek Capital Management LLC | 6,429 | $2.12M | 0.49% | −20−0.3% | Reduced |
| Ulland Investment Advisors, LLC | 6,423 | $2.12M | 1.70% | −1,108−14.7% | Reduced |
| Magnolia Capital Advisors LLC | 6,418 | $2.12M | 0.45% | +524+8.9% | Added |
| Greenline Partners, LLC | 6,413 | $2.12M | 0.24% | +180+2.9% | Added |
| Oxford Asset Management LLP | 6,410 | $2.12M | 0.75% | +6,410 | New |
| LaSalle St. Investment Advisors, LLC | 6,404 | $2.11M | 0.34% | −2,285−26.3% | Reduced |
| Brown Financial Advisors | 6,397 | $2.11M | 0.77% | −137−2.1% | Reduced |
| Massmutual Trust Co FSB | 6,347 | $2.10M | 0.05% | −3,145−33.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,347 | $2.10M | 0.75% | +6,347 | New |
| SG Trading Solutions, LLC | 6,344 | $2.09M | 0.49% | +6,344 | New |
| Tilia Fiduciary Partners, Inc. | 6,340 | $2.09M | 1.16% | +677+12.0% | Added |
| Del-Sette Capital Management, LLC | 6,333 | $2.09M | 1.29% | +130+2.1% | Added |
| Boston Family Office LLC | 6,325 | $2.09M | 0.13% | −150−2.3% | Reduced |
| Petros Family Wealth, LLC | 6,313 | $2.08M | 1.39% | −1,131−15.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,312 | $2.08M | 0.08% | −400−6.0% | Reduced |
| Magnus Financial Group LLC | 6,307 | $2.08M | 0.16% | +436+7.4% | Added |
| Lighthouse Investment Partners, LLC | 6,291 | $2.08M | 0.07% | +2,791+79.7% | Added |
| Royal Capital Wealth Management, LLC | 6,261 | $2.07M | 1.22% | −31−0.5% | Reduced |
| Circle Wealth Management, LLC | 6,258 | $2.07M | 0.03% | +294+4.9% | Added |
| Center for Wealth Management Advisory | 6,236 | $2.06M | 1.52% | +6,236 | New |
| Goldenstone Wealth Management LLC | 6,221 | $2.05M | 1.54% | +6,221 | New |
| Texas Yale Capital Corp. | 6,200 | $2.05M | 0.06% | +2,728+78.6% | Added |
| RFG Advisory, LLC | 6,199 | $2.05M | 0.04% | −414−6.3% | Reduced |
| Quantbot Technologies LP | 6,181 | $2.04M | 0.07% | +6,181 | New |
| Bridgewater Associates, LP | 6,170 | $2.04M | 0.01% | +6,170 | New |
| Applied Capital LLC | 6,165 | $2.04M | 1.39% | +788+14.7% | Added |
| Delta Capital Management LLC | 6,165 | $2.04M | 1.14% | −800−11.5% | Reduced |
| Scholtz & Company, LLC | 6,155 | $2.03M | 0.88% | −618−9.1% | Reduced |
| Lazari Capital Management, Inc. | 6,145 | $2.03M | 0.68% | +617+11.2% | Added |
| Mystic Asset Management, Inc. | 6,140 | $2.03M | 0.46% | +458+8.1% | Added |
| Adviser Investments LLC | 6,133 | $2.02M | 0.02% | −117−1.9% | Reduced |
| Hartford Financial Management Inc. | 6,128 | $2.02M | 0.53% | −279−4.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,113 | $2.02M | 0.06% | −287−4.5% | Reduced |
| Inscription Capital, LLC | 6,108 | $2.02M | 0.21% | +525+9.4% | Added |
| Birchwood Financial Partners, Inc. | 6,104 | $2.02M | 2.00% | +6,104 | New |
| Meiji Yasuda America Inc | 6,103 | $2.01M | 0.46% | +6,103 | New |
| Veritas Investment Partners (UK) Ltd. | 6,100 | $2.01M | 0.04% | −3,230−34.6% | Reduced |
| Private Trust Co NA | 6,092 | $2.01M | 0.18% | −387−6.0% | Reduced |
| Confluence Wealth Services, Inc. | 6,078 | $2.01M | 0.08% | −2,853−31.9% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 6,076 | $2.01M | 0.24% | +6,076 | New |
| American National Bank | 6,028 | $1.99M | 0.19% | −276−4.4% | Reduced |
| Retirement Guys Formula LLC | 6,025 | $1.99M | 0.91% | −4,267−41.5% | Reduced |
| Viking Fund Management LLC | 6,000 | $1.98M | 0.23% | 00.0% | Unchanged |
| Bamco Inc | 6,000 | $1.98M | 0.01% | +1,700+39.5% | Added |
| Osprey Private Wealth LLC | 5,994 | $1.98M | 0.57% | −741−11.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,979 | $1.97M | 0.06% | +178+3.1% | Added |
| Baker Avenue Asset Management, LP | 5,962 | $1.97M | 0.05% | −223−3.6% | Reduced |
| Catalyst Financial Partners LLC | 5,927 | $1.96M | 0.22% | +746+14.4% | Added |
| Banco de Sabadell, S.A | 5,932 | $1.96M | 1.27% | −51−0.9% | Reduced |
| Gifford Fong Associates | 5,918 | $1.95M | 0.39% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 5,898 | $1.95M | 0.03% | +771+15.0% | Added |
| Affiance Financial, LLC | 5,891 | $1.94M | 0.31% | −132−2.2% | Reduced |
| BOCHK Asset Management Ltd | 5,890 | $1.94M | 0.52% | +4,750+416.7% | Added |
| Dover Advisors, LLC | 5,872 | $1.94M | 0.75% | −112−1.9% | Reduced |
| Birch Capital Management, LLC | 5,859 | $1.93M | 0.96% | −123−2.1% | Reduced |
| Exome Asset Management LLC | 5,835 | $1.93M | 0.95% | +5,835 | New |
| All Terrain Financial Advisors, LLC | 5,830 | $1.92M | 0.59% | +5+0.1% | Added |
| Kerrisdale Advisers, LLC | 5,828 | $1.92M | 0.91% | −7,192−55.2% | Reduced |
| Valmark Advisers, Inc. | 5,818 | $1.92M | 0.02% | +604+11.6% | Added |
| Evergreen Wealth Management, LLC | 5,814 | $1.92M | 0.97% | +78+1.4% | Added |
| Boomfish Wealth Group, LLC | 5,812 | $1.92M | 1.03% | −485−7.7% | Reduced |
| J.Safra Asset Management Corp | 5,807 | $1.92M | 0.10% | +3,691+174.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,805 | $1.92M | 0.77% | −10.0% | Reduced |
| Cherokee Insurance Co | 5,800 | $1.91M | 0.78% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 5,786 | $1.91M | 0.11% | −517−8.2% | Reduced |
| Archer Investment Corp | 5,784 | $1.91M | 0.43% | +898+18.4% | Added |
| Larson Financial Group LLC | 5,781 | $1.91M | 0.06% | +51+0.9% | Added |
| Advyzon Investment Management, LLC | 5,775 | $1.91M | 0.22% | +2,928+102.8% | Added |