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 |
|---|---|---|---|---|---|
| Charter Trust Co | 3,924 | $1.30M | 0.07% | −2,170−35.6% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,916 | $1.29M | 0.99% | +3,916 | New |
| Centiva Capital, LP | 3,911 | $1.29M | 0.08% | +3,911 | New |
| Chilton Capital Management LLC | 3,910 | $1.29M | 0.04% | −82−2.1% | Reduced |
| Claro Advisors LLC | 3,906 | $1.29M | 0.18% | −2,469−38.7% | Reduced |
| Smithfield Trust Co | 3,901 | $1.29M | 0.06% | −194−4.7% | Reduced |
| Thryve Wealth Management LLC | 3,892 | $1.28M | 0.64% | +3,892 | New |
| Financial Advisors Network, Inc. | 3,891 | $1.28M | 0.18% | +58+1.5% | Added |
| Stableford Capital II LLC | 3,879 | $1.28M | 0.46% | +886+29.6% | Added |
| Icapital Wealth LLC | 3,873 | $1.28M | 0.62% | +10.0% | Added |
| Nilsine Partners, LLC | 3,857 | $1.27M | 0.11% | +564+17.1% | Added |
| New Insight Wealth Advisors | 3,852 | $1.27M | 0.45% | +513+15.4% | Added |
| Lewis Asset Management, LLC | 3,852 | $1.27M | 0.52% | −253−6.2% | Reduced |
| Elevated Capital Advisors, LLC | 3,846 | $1.27M | 0.30% | +1,191+44.9% | Added |
| Chesapeake Wealth Management | 3,842 | $1.27M | 0.38% | −60−1.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,822 | $1.26M | 0.32% | +45+1.2% | Added |
| Oak Asset Management, LLC | 3,813 | $1.26M | 0.43% | −11−0.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,810 | $1.26M | 0.82% | −50−1.3% | Reduced |
| Elk River Wealth Management, LLC | 3,804 | $1.26M | 0.20% | 00.0% | Unchanged |
| Guardian Capital, LLC | 3,797 | $1.25M | 1.12% | +3,797 | New |
| DGS Capital Management, LLC | 3,796 | $1.25M | 0.21% | −84−2.2% | Reduced |
| Canopy Partners, LLC | 3,791 | $1.25M | 0.41% | +37+1.0% | Added |
| Financial Advisory Corp | 3,784 | $1.25M | 0.33% | +193+5.4% | Added |
| New Republic Capital, LLC | 3,777 | $1.25M | 0.33% | +1,914+102.7% | Added |
| Whalen Wealth Management Inc. | 3,775 | $1.25M | 0.67% | +1,450+62.4% | Added |
| Foster & Motley Inc | 3,766 | $1.24M | 0.07% | −489−11.5% | Reduced |
| Townsend & Associates, Inc | 3,658 | $1.24M | 0.11% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,739 | $1.23M | 0.05% | −103−2.7% | Reduced |
| Grove Bank & Trust | 3,723 | $1.23M | 0.14% | +438+13.3% | Added |
| NCP Inc. | 3,716 | $1.23M | 0.99% | +1,535+70.4% | Added |
| Precedent Wealth Partners, LLC | 3,711 | $1.23M | 0.26% | +865+30.4% | Added |
| Central Valley Advisors, LLC | 3,707 | $1.22M | 0.37% | −132−3.4% | Reduced |
| 1776 Wealth LLC | 3,706 | $1.22M | 0.46% | +18+0.5% | Added |
| Ellenbecker Investment Group | 3,703 | $1.22M | 0.17% | −14−0.4% | Reduced |
| Prospect Financial Services LLC | 3,696 | $1.22M | 0.70% | −964−20.7% | Reduced |
| Union Heritage Capital, LLC | 3,692 | $1.22M | 0.41% | −486−11.6% | Reduced |
| Patten Group, Inc. | 3,692 | $1.22M | 0.23% | −471−11.3% | Reduced |
| Lincoln Capital Corp | 3,688 | $1.22M | 0.43% | +3+0.1% | Added |
| Tred Avon Family Wealth, LLC | 3,684 | $1.22M | 0.40% | 00.0% | Unchanged |
| Bernicke Wealth Management, Ltd. | 3,683 | $1.22M | 0.16% | +3,683 | New |
| Revisor Wealth Management LLC | 3,431 | $1.21M | 0.33% | −8−0.2% | Reduced |
| MONECO Advisors, LLC | 3,678 | $1.21M | 0.10% | −452−10.9% | Reduced |
| Foster Group, Inc. | 3,671 | $1.21M | 0.04% | +2,467+204.9% | Added |
| Johnson & White Wealth Management, LLC | 3,669 | $1.21M | 0.53% | +175+5.0% | Added |
| SkyView Investment Advisors, LLC | 3,667 | $1.21M | 0.15% | −53−1.4% | Reduced |
| Opal Wealth Advisors, LLC | 3,668 | $1.21M | 0.32% | −184−4.8% | Reduced |
| TRUE Private Wealth Advisors | 3,665 | $1.21M | 0.12% | −40−1.1% | Reduced |
| Cypress Asset Management Inc | 3,654 | $1.21M | 0.27% | −5,129−58.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,650 | $1.20M | 0.08% | −92−2.5% | Reduced |
| Calton & Associates, Inc. | 3,649 | $1.20M | 0.18% | +254+7.5% | Added |
| Gables Capital Management Inc. | 3,645 | $1.20M | 0.51% | −25−0.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,635 | $1.20M | 0.12% | −399−9.9% | Reduced |
| Boreal Capital Management LLC | 3,633 | $1.20M | 0.90% | +1,274+54.0% | Added |
| Davis R M Inc | 3,630 | $1.20M | 0.02% | −1,926−34.7% | Reduced |
| Duncan Williams Asset Management, LLC | 4,340 | $1.20M | 0.30% | −27−0.6% | Reduced |
| Alphadyne Asset Management LP | 3,610 | $1.19M | 0.12% | +3,610 | New |
| Resonant Capital Advisors, LLC | 3,578 | $1.18M | 0.06% | +13+0.4% | Added |
| Y.D. More Investments Ltd | 3,568 | $1.18M | 0.06% | −104−2.8% | Reduced |
| Richwood Investment Advisors, LLC | 4,255 | $1.18M | 0.85% | −35−0.8% | Reduced |
| Generation Capital Management LLC | 3,556 | $1.17M | 0.76% | +75+2.2% | Added |
| Arbor Capital Management Inc | 3,489 | $1.17M | 0.98% | −253−6.8% | Reduced |
| Zullo Investment Group, Inc. | 3,545 | $1.17M | 0.43% | −20−0.6% | Reduced |
| United Advisor Group, LLC | 3,544 | $1.17M | 0.15% | −286−7.5% | Reduced |
| Avidian Wealth Solutions, LLC | 3,541 | $1.17M | 0.04% | +166+4.9% | Added |
| Revolve Wealth Partners, LLC | 3,536 | $1.17M | 0.14% | −48−1.3% | Reduced |
| MSH Capital Advisors LLC | 3,526 | $1.16M | 0.25% | +163+4.8% | Added |
| Signature Estate & Investment Advisors LLC | 3,503 | $1.16M | 0.02% | −328−8.6% | Reduced |
| LSV Asset Management | 3,500 | $1.16M | 0.00% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 3,498 | $1.15M | 0.13% | −553−13.7% | Reduced |
| Weaver Capital Management LLC | 3,495 | $1.15M | 0.24% | +568+19.4% | Added |
| US Asset Management LLC | 3,484 | $1.15M | 0.94% | −32−0.9% | Reduced |
| Clarius Group, LLC | 3,481 | $1.15M | 0.07% | +624+21.8% | Added |
| Fox Run Management, L.L.C. | 3,479 | $1.15M | 0.18% | +3,479 | New |
| Alta Advisers Ltd | 3,477 | $1.15M | 0.42% | −1,160−25.0% | Reduced |
| Congress Park Capital LLC | 3,475 | $1.15M | 0.34% | +100+3.0% | Added |
| Wellington Shields Capital Management, LLC | 3,475 | $1.15M | 0.17% | −1,325−27.6% | Reduced |
| James J. Burns & Company, LLC | 3,471 | $1.15M | 0.16% | −254−6.8% | Reduced |
| Farringdon Capital, Ltd. | 3,462 | $1.14M | 0.28% | +3,462 | New |
| Evansbrook LLC | 3,456 | $1.14M | 0.76% | +3,456 | New |
| Herold Advisors, Inc. | 3,452 | $1.14M | 0.25% | −49−1.4% | Reduced |
| Pictet North America Advisors SA | 3,440 | $1.14M | 0.11% | +21+0.6% | Added |
| Clarendon Private LLC | 3,437 | $1.13M | 0.96% | −64−1.8% | Reduced |
| Greenspring Advisors, LLC | 3,403 | $1.12M | 0.07% | +3,403 | New |
| Indivisible Partners | 3,391 | $1.12M | 0.12% | +3,391 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 3,386 | $1.12M | 0.36% | +10.0% | Added |
| Defined Wealth Management, LLC | 3,383 | $1.12M | 0.64% | +7+0.2% | Added |
| Intellectus Partners, LLC | 3,381 | $1.12M | 0.22% | +1,238+57.8% | Added |
| Grandview Asset Management LLC | 3,378 | $1.12M | 0.31% | +556+19.7% | Added |
| First Commonwealth Financial Corp | 3,374 | $1.11M | 0.18% | −686−16.9% | Reduced |
| MidWestOne Financial Group, Inc. | 3,372 | $1.11M | 0.12% | −258−7.1% | Reduced |
| ZWJ Investment Counsel Inc | 3,355 | $1.11M | 0.04% | −55−1.6% | Reduced |
| Goepper Burkhardt LLC | 3,355 | $1.11M | 0.36% | −57−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,343 | $1.10M | 0.13% | −348−9.4% | Reduced |
| Requisite Capital Management, LLC | 3,338 | $1.10M | 0.21% | −965−22.4% | Reduced |
| Harbour Investment Management LLC | 3,337 | $1.10M | 0.58% | −1,699−33.7% | Reduced |
| Ascent Wealth Partners, LLC | 3,327 | $1.10M | 0.13% | +10+0.3% | Added |
| Marathon Trading Investment Management LLC | 3,317 | $1.09M | 0.13% | +1,694+104.4% | Added |
| HHM Wealth Advisors, LLC | 3,314 | $1.09M | 0.13% | −123−3.6% | Reduced |
| Delta Financial Advisors LLC | 3,306 | $1.09M | 0.28% | −1,173−26.2% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.09M | 3.26% | 00.0% | Unchanged |