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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 5,743 | $1.90M | 0.68% | −457−7.4% | Reduced |
| Tyche Wealth Partners LLC | 5,736 | $1.89M | 0.30% | −461−7.4% | Reduced |
| LRT Capital Management, LLC | 5,712 | $1.89M | 1.62% | −4,630−44.8% | Reduced |
| Kathmere Capital Management, LLC | 5,709 | $1.88M | 0.13% | −102−1.8% | Reduced |
| South State Corp. | 5,706 | $1.88M | 0.08% | −577−9.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,703 | $1.88M | 0.67% | +85+1.5% | Added |
| Geneos Wealth Management Inc. | 5,702 | $1.88M | 0.05% | −2,199−27.8% | Reduced |
| Fifth Lane Capital, LP | 5,700 | $1.88M | 2.22% | −1,143−16.7% | Reduced |
| Janney Capital Management LLC | 5,669 | $1.87M | 0.12% | −832−12.8% | Reduced |
| Elmwood Wealth Management, Inc. | 5,662 | $1.87M | 0.59% | +54+1.0% | Added |
| PDS Planning, Inc | 5,656 | $1.87M | 0.12% | +326+6.1% | Added |
| Alberta Investment Management Corp | 5,600 | $1.85M | 0.01% | +4,700+522.2% | Added |
| Thompson David Blair | 5,599 | $1.85M | 1.05% | +5,599 | New |
| Readystate Asset Management LP | 5,575 | $1.84M | 0.08% | +5,575 | New |
| Narwhal Capital Management | 5,542 | $1.83M | 0.13% | −1,801−24.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 5,528 | $1.82M | 1.07% | +1,057+23.6% | Added |
| Murphy Pohlad Asset Management LLC | 5,515 | $1.82M | 0.70% | +490+9.8% | Added |
| Missouri Trust & Investment Co | 5,513 | $1.82M | 0.53% | −506−8.4% | Reduced |
| Advisory Alpha, LLC | 5,505 | $1.82M | 0.05% | −182−3.2% | Reduced |
| Avaii Wealth Management, LLC | 5,467 | $1.80M | 0.65% | +330+6.4% | Added |
| Stratos Wealth Advisors, LLC | 5,452 | $1.80M | 0.09% | −170−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,430 | $1.79M | 0.07% | −1,000−15.6% | Reduced |
| Longfellow Investment Management Co LLC | 5,426 | $1.79M | 0.40% | +8+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,457 | $1.79M | 0.26% | −280−4.2% | Reduced |
| Flputnam Investment Management Co | 5,400 | $1.78M | 0.03% | −974−15.3% | Reduced |
| Manchester Capital Management LLC | 5,399 | $1.78M | 0.24% | −101−1.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,386 | $1.78M | 0.24% | −954−15.0% | Reduced |
| LOM Asset Management Ltd | 5,377 | $1.78M | 0.51% | −47−0.9% | Reduced |
| Concord Wealth Partners | 5,355 | $1.77M | 0.23% | +260+5.1% | Added |
| Platform Technology Partners | 5,342 | $1.76M | 0.38% | +205+4.0% | Added |
| Moors & Cabot, Inc. | 5,317 | $1.76M | 0.08% | −19−0.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,306 | $1.75M | 0.17% | +24+0.5% | Added |
| Kesler, Norman & Wride, LLC | 5,297 | $1.75M | 0.30% | −13,913−72.4% | Reduced |
| Concord Asset Management, LLC | 5,295 | $1.75M | 0.30% | +126+2.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,271 | $1.74M | 0.21% | +25+0.5% | Added |
| Schear Investment Advisers, LLC | 5,269 | $1.74M | 0.75% | +370+7.6% | Added |
| Edgestream Partners, L.P. | 5,260 | $1.74M | 0.05% | −1,117−17.5% | Reduced |
| Wealth Architects, LLC | 5,248 | $1.73M | 0.16% | −539−9.3% | Reduced |
| Bearing Point Capital, LLC | 5,234 | $1.73M | 0.27% | −12,339−70.2% | Reduced |
| Modern Wealth Management, LLC | 5,233 | $1.73M | 0.03% | +304+6.2% | Added |
| Piscataqua Savings Bank | 5,225 | $1.72M | 1.21% | −33−0.6% | Reduced |
| GLOBALT Investments LLC | 5,200 | $1.72M | 0.06% | −15−0.3% | Reduced |
| Paragon Capital Management LLC | 5,185 | $1.71M | 0.87% | −20−0.4% | Reduced |
| Roberts Glore & Co Inc | 5,160 | $1.70M | 0.45% | −264−4.9% | Reduced |
| Mechanics Bank Trust Department | 5,129 | $1.69M | 0.22% | −1,537−23.1% | Reduced |
| Sargent Investment Group, LLC | 5,126 | $1.69M | 0.21% | +5,126 | New |
| SlateStone Wealth, LLC | 5,125 | $1.69M | 0.14% | −529−9.4% | Reduced |
| RF&L Wealth Management, LLC | 5,114 | $1.69M | 0.95% | −111−2.1% | Reduced |
| Paralel Advisors LLC | 5,105 | $1.69M | 0.07% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 5,090 | $1.68M | 0.26% | +188+3.8% | Added |
| Morningstar Investment Management LLC | 5,088 | $1.68M | 0.10% | −173−3.3% | Reduced |
| Hilltop National Bank | 5,084 | $1.68M | 0.41% | +433+9.3% | Added |
| Marble Wealth, LLC | 5,077 | $1.68M | 0.23% | +5,077 | New |
| Chung Wu Investment Group, LLC | 5,075 | $1.68M | 1.37% | −1,920−27.4% | Reduced |
| Shum Financial Group, Inc. | 5,075 | $1.68M | 1.21% | +327+6.9% | Added |
| Financial Engines Advisors L.L.C. | 5,051 | $1.67M | 0.00% | +737+17.1% | Added |
| Sheets Smith Wealth Management | 5,049 | $1.67M | 0.18% | +77+1.5% | Added |
| Tranquility Partners, LLC | 5,043 | $1.66M | 0.60% | −519−9.3% | Reduced |
| Ashton Thomas Securities, LLC | 5,029 | $1.66M | 0.32% | +3,894+343.1% | Added |
| RiverPark Advisors, LLC | 5,036 | $1.66M | 0.48% | +511+11.3% | Added |
| Wealth Effects LLC | 5,036 | $1.66M | 0.52% | −241−4.6% | Reduced |
| Pacific Point Advisors, LLC | 5,028 | $1.66M | 0.89% | −1,913−27.6% | Reduced |
| Shufro Rose & Co LLC | 5,022 | $1.66M | 0.11% | −2,059−29.1% | Reduced |
| IMA Wealth, Inc. | 5,016 | $1.66M | 0.16% | −229−4.4% | Reduced |
| Rowland & Co Investment Counsel | 4,999 | $1.65M | 0.32% | +426+9.3% | Added |
| Keating Financial Advisory Services, Inc. | 4,998 | $1.65M | 0.22% | +4,998 | New |
| Gen-Wealth Partners Inc | 4,998 | $1.65M | 0.53% | −137−2.7% | Reduced |
| Vista Investment Management | 4,986 | $1.65M | 0.54% | +101+2.1% | Added |
| Accurate Wealth Management, LLC | 4,754 | $1.64M | 0.21% | +168+3.7% | Added |
| Avestar Capital, LLC | 4,933 | $1.63M | 0.11% | −558−10.2% | Reduced |
| Fagan Associates, Inc. | 4,889 | $1.61M | 0.22% | −205−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 4,873 | $1.61M | 0.31% | +2,216+83.4% | Added |
| Scott & Selber, Inc. | 4,869 | $1.61M | 0.40% | −234−4.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,842 | $1.60M | 0.11% | −192−3.8% | Reduced |
| S&T Bank | 4,842 | $1.60M | 0.51% | −1,005−17.2% | Reduced |
| Rare Wolf Capital LLC | 4,829 | $1.59M | 1.00% | +4,829 | New |
| High Note Wealth, LLC | 4,828 | $1.59M | 0.31% | −715−12.9% | Reduced |
| Cahill Financial Advisors Inc | 4,811 | $1.59M | 0.17% | +6+0.1% | Added |
| Ping Capital Management, Inc. | 4,800 | $1.58M | 0.63% | +4,800 | New |
| Cardinal Point Capital Management, ULC | 4,796 | $1.58M | 0.10% | +830+20.9% | Added |
| MBM Wealth Consultants, LLC | 4,781 | $1.58M | 0.38% | +505+11.8% | Added |
| Mayflower Financial Advisors, LLC | 4,776 | $1.58M | 0.19% | −459−8.8% | Reduced |
| Mendel Money Management | 4,772 | $1.58M | 0.66% | −397−7.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,771 | $1.57M | 0.55% | +528+12.4% | Added |
| KPP Advisory Services LLC | 4,771 | $1.57M | 0.23% | −903−15.9% | Reduced |
| Premier Path Wealth Partners, LLC | 4,770 | $1.57M | 0.20% | +1,261+35.9% | Added |
| Diversified Enterprises, LLC | 4,744 | $1.57M | 0.09% | +1,448+43.9% | Added |
| Cetera Trust Company, N.A | 4,738 | $1.56M | 0.84% | −477−9.1% | Reduced |
| Kassira Wealth Management LLC | 4,724 | $1.56M | 1.48% | +4,724 | New |
| Daymark Wealth Partners, LLC | 4,713 | $1.56M | 0.05% | +6+0.1% | Added |
| DB Fitzpatrick & Co, Inc | 4,712 | $1.56M | 1.38% | −527−10.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,704 | $1.55M | 0.11% | +148+3.2% | Added |
| Kestra Investment Management, LLC | 4,697 | $1.55M | 0.04% | −885−15.9% | Reduced |
| Wellspring Financial Advisors, LLC | 4,693 | $1.55M | 0.12% | +3,498+292.7% | Added |
| Summit Financial Wealth Advisors, LLC | 4,696 | $1.55M | 0.22% | +555+13.4% | Added |
| Linden Thomas Advisory Services, LLC | 4,673 | $1.54M | 0.16% | −163−3.4% | Reduced |
| Private Wealth Asset Management, LLC | 4,673 | $1.54M | 0.17% | −14−0.3% | Reduced |
| Caxton Associates LLP | 4,664 | $1.54M | 0.03% | −19,609−80.8% | Reduced |
| Harvey Investment Co LLC | 4,663 | $1.54M | 0.16% | −305−6.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,649 | $1.53M | 0.24% | −750−13.9% | Reduced |