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 |
|---|---|---|---|---|---|
| Rhodes Investment Advisors Inc | 4,636 | $1.53M | 1.24% | +4,636 | New |
| Stablepoint Partners, LLC | 4,632 | $1.53M | 0.24% | −434−8.6% | Reduced |
| 111 Capital | 4,620 | $1.53M | 0.33% | +2,703+141.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,608 | $1.52M | 0.51% | −617−11.8% | Reduced |
| Radnor Capital Management, LLC | 4,604 | $1.52M | 0.23% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,603 | $1.52M | 0.13% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,597 | $1.52M | 0.20% | +105+2.3% | Added |
| Anb Bank | 4,596 | $1.52M | 0.60% | +56+1.2% | Added |
| Triangle Securities Wealth Management | 4,595 | $1.52M | 0.32% | −909−16.5% | Reduced |
| HM Payson & Co | 4,589 | $1.51M | 0.02% | −1,262−21.6% | Reduced |
| Capital Planning Advisors, LLC | 4,577 | $1.51M | 0.20% | −321−6.6% | Reduced |
| Guardian Wealth Advisors, LLC | 4,577 | $1.51M | 0.09% | −202−4.2% | Reduced |
| Regal Investment Advisors LLC | 4,567 | $1.51M | 0.09% | +194+4.4% | Added |
| Cyndeo Wealth Partners, LLC | 4,559 | $1.50M | 0.08% | −1,161−20.3% | Reduced |
| Balentine LLC | 4,558 | $1.50M | 0.06% | +2,451+116.3% | Added |
| West Family Investments, Inc. | 4,547 | $1.50M | 0.35% | +919+25.3% | Added |
| SWS Partners | 4,537 | $1.50M | 0.36% | +212+4.9% | Added |
| Capital Wealth Planning, LLC | 4,531 | $1.50M | 0.01% | −1,557−25.6% | Reduced |
| Knollwood Investment Advisory, LLC | 4,523 | $1.49M | 0.14% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 4,521 | $1.49M | 0.02% | −79−1.7% | Reduced |
| Richard W. Paul & Associates, LLC | 4,519 | $1.49M | 0.50% | −271−5.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,506 | $1.49M | 0.27% | −172−3.7% | Reduced |
| Tealwood Asset Management Inc | 4,506 | $1.49M | 0.67% | −133−2.9% | Reduced |
| Sentinel Trust Co Lba | 4,504 | $1.49M | 0.15% | +4+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 4,504 | $1.49M | 0.18% | +272+6.4% | Added |
| SCS Capital Management LLC | 4,495 | $1.48M | 0.02% | −322−6.7% | Reduced |
| Bridgewater Advisors Inc. | 4,254 | $1.48M | 0.10% | −394−8.5% | Reduced |
| Bridgefront Capital, LLC | 4,481 | $1.48M | 0.37% | +4,481 | New |
| Argo Wealth Advisory, LLC | 4,475 | $1.48M | 0.88% | +4,475 | New |
| Courier Capital LLC | 4,460 | $1.47M | 0.08% | +224+5.3% | Added |
| Aspen Grove Capital, LLC | 4,457 | $1.47M | 0.26% | −15−0.3% | Reduced |
| Founders Financial Securities LLC | 4,446 | $1.47M | 0.09% | −114−2.5% | Reduced |
| Formidable Asset Management, LLC | 4,232 | $1.46M | 0.21% | −1,735−29.1% | Reduced |
| Optas, LLC | 4,423 | $1.46M | 0.23% | +81+1.9% | Added |
| Bank Hapoalim BM | 4,421 | $1.46M | 0.13% | +458+11.6% | Added |
| One Capital Management, LLC | 4,410 | $1.46M | 0.04% | +142+3.3% | Added |
| Everhart Financial Group, Inc. | 4,402 | $1.45M | 0.13% | +498+12.8% | Added |
| Keel Point, LLC | 4,401 | $1.45M | 0.09% | −148−3.3% | Reduced |
| Monetta Financial Services Inc | 4,400 | $1.45M | 1.04% | 00.0% | Unchanged |
| Peterson Wealth Services | 4,391 | $1.45M | 0.37% | +3,195+267.1% | Added |
| Norden Group LLC | 4,389 | $1.45M | 0.14% | +468+11.9% | Added |
| Fielder Capital Group LLC | 4,381 | $1.45M | 0.31% | −148−3.3% | Reduced |
| Westside Investment Management, Inc. | 4,373 | $1.44M | 0.23% | −435−9.0% | Reduced |
| OneAscent Financial Services LLC | 4,347 | $1.43M | 0.13% | −427−8.9% | Reduced |
| Cooper Financial Group | 4,338 | $1.43M | 0.15% | +30+0.7% | Added |
| Triad Wealth Partners, LLC | 4,337 | $1.43M | 0.14% | +741+20.6% | Added |
| Third View Private Wealth, LLC | 4,336 | $1.43M | 0.19% | +4,336 | New |
| XTX Topco Ltd | 4,333 | $1.43M | 0.04% | +1,424+49.0% | Added |
| Bowman & Co S.C. | 4,311 | $1.43M | 0.60% | −296−6.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4,327 | $1.43M | 0.05% | +4,327 | New |
| Argentarii, LLC | 4,321 | $1.43M | 0.48% | +637+17.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,318 | $1.43M | 0.04% | −117−2.6% | Reduced |
| Rydar Equities, Inc. | 4,316 | $1.42M | 1.11% | +497+13.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $1.42M | 0.37% | 00.0% | Unchanged |
| Herbst Group, LLC | 4,300 | $1.42M | 0.84% | +4,300 | New |
| Courage Capital Management LLC | 4,300 | $1.42M | 1.96% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,292 | $1.42M | 0.38% | −153−3.4% | Reduced |
| Frisch Financial Group, Inc. | 4,289 | $1.42M | 0.32% | −15−0.3% | Reduced |
| Plimoth Trust Co LLC | 4,286 | $1.41M | 0.32% | −3,977−48.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,275 | $1.41M | 0.57% | −2,859−40.1% | Reduced |
| Orrstown Financial Services Inc | 4,270 | $1.41M | 0.24% | −430−9.1% | Reduced |
| Clear Creek Financial Management, LLC | 4,262 | $1.41M | 0.11% | −805−15.9% | Reduced |
| Chancellor Financial Group WB LP | 4,244 | $1.40M | 0.96% | +147+3.6% | Added |
| Diversified Management Inc | 4,232 | $1.40M | 0.33% | +4,232 | New |
| Epiq Partners, LLC | 4,227 | $1.40M | 0.65% | +20.0% | Added |
| Thompson Siegel & Walmsley LLC | 4,223 | $1.39M | 0.02% | −17,000−80.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,180 | $1.38M | 0.11% | −370−8.1% | Reduced |
| Finivi Inc. | 4,171 | $1.38M | 0.80% | −233−5.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,171 | $1.38M | 0.11% | +735+21.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,168 | $1.38M | 0.14% | −391−8.6% | Reduced |
| Zuckerman Investment Group, LLC | 4,164 | $1.37M | 0.12% | −267−6.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,139 | $1.37M | 0.03% | −476−10.3% | Reduced |
| White Pine Capital LLC | 4,130 | $1.36M | 0.38% | −5−0.1% | Reduced |
| Peloton Wealth Strategists | 4,125 | $1.36M | 0.53% | −6,610−61.6% | Reduced |
| First Nebraska Trust Co | 4,089 | $1.35M | 0.12% | +55+1.4% | Added |
| Howe & Rusling Inc | 4,086 | $1.35M | 0.09% | −1,077−20.9% | Reduced |
| Mather Group, LLC. | 4,066 | $1.34M | 0.01% | +174+4.5% | Added |
| Naviter Wealth, LLC | 4,064 | $1.34M | 0.18% | −1,342−24.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,062 | $1.34M | 1.14% | −85−2.0% | Reduced |
| Torrey Growth & Income Advisors | 4,061 | $1.34M | 0.47% | +4,061 | New |
| CWA Asset Management Group, LLC | 4,058 | $1.34M | 0.05% | −893−18.0% | Reduced |
| Van Cleef Asset Management,Inc | 4,054 | $1.34M | 0.14% | −10.0% | Reduced |
| David Loasby | 3,893 | $1.33M | 0.09% | −104−2.6% | Reduced |
| CFS Investment Advisory Services, LLC | 4,004 | $1.32M | 0.10% | −282−6.6% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $1.32M | 0.40% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 3,987 | $1.32M | 0.31% | +1,522+61.7% | Added |
| Okabena Investment Services Inc | 3,983 | $1.31M | 0.25% | +256+6.9% | Added |
| Kanawha Capital Management LLC | 3,981 | $1.31M | 0.09% | +87+2.2% | Added |
| First Horizon Corp | 3,972 | $1.31M | 0.06% | −224−5.3% | Reduced |
| Activest Wealth Management | 3,972 | $1.31M | 0.24% | +946+31.3% | Added |
| China Universal Asset Management Co., Ltd. | 3,961 | $1.31M | 0.10% | +47+1.2% | Added |
| Cladis Investment Advisory, LLC | 3,958 | $1.31M | 0.72% | −449−10.2% | Reduced |
| Capital Performance Advisors LLP | 3,953 | $1.30M | 0.09% | +2,535+178.8% | Added |
| Forefront Wealth Management Inc. | 3,950 | $1.30M | 0.94% | −58−1.4% | Reduced |
| Frec Markets, Inc. | 3,942 | $1.30M | 0.38% | +3,942 | New |
| Jensen Investment Management Inc | 3,941 | $1.30M | 0.02% | −432−9.9% | Reduced |
| Keebeck Wealth Management, LLC | 3,939 | $1.30M | 0.15% | +991+33.6% | Added |
| Abel Hall, LLC | 3,935 | $1.30M | 0.30% | +837+27.0% | Added |
| Trust Co of Toledo NA | 3,926 | $1.30M | 0.13% | −1,500−27.6% | Reduced |
| ICW Investment Advisors LLC | 3,925 | $1.30M | 0.47% | +22+0.6% | Added |