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
- 3,312
- +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
- 1,116 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Yacktman Asset Management LP | 167,550 | $55.3M | 0.77% | −7,038−4.0% | Reduced |
| Evelyn Partners Investment Management LLP | 166,939 | $55.1M | 1.52% | +1,147+0.7% | Added |
| Intermede Investment Partners Ltd | 164,960 | $54.5M | 2.24% | −56,142−25.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 164,642 | $54.3M | 0.49% | +164,642 | New |
| Sanctuary Advisors, LLC | 163,968 | $54.1M | 0.30% | +16,093+10.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 162,904 | $54.1M | 1.32% | −11,634−6.7% | Reduced |
| Cornerstone Investment Partners, LLC | 163,887 | $54.1M | 2.10% | −2,325−1.4% | Reduced |
| Scotia Capital Inc. | 163,314 | $53.9M | 0.22% | −17,038−9.4% | Reduced |
| South Dakota Investment Council | 163,039 | $53.8M | 1.02% | −33,487−17.0% | Reduced |
| British Columbia Investment Management Corp | 160,710 | $53.1M | 0.28% | +30,100+23.0% | Added |
| Allspring Global Investments Holdings, LLC | 157,618 | $53.0M | 0.09% | −7,476−4.5% | Reduced |
| CWM, LLC | 158,866 | $52.4M | 0.14% | −1,621−1.0% | Reduced |
| Edgar Lomax Co | 158,650 | $52.4M | 3.98% | +158,650 | New |
| Ilmarinen Mutual Pension Insurance Co | 157,300 | $51.9M | 0.41% | −23,300−12.9% | Reduced |
| Ieq Capital, LLC | 157,152 | $51.9M | 0.16% | −12,729−7.5% | Reduced |
| Macquarie Group Ltd | 155,431 | $51.3M | 0.22% | −562,044−78.3% | Reduced |
| Boston Trust Walden Corp | 155,326 | $51.3M | 0.39% | −574−0.4% | Reduced |
| Public Sector Pension Investment Board | 154,129 | $50.9M | 0.17% | −133,003−46.3% | Reduced |
| Glenmede Trust Co NA | 150,940 | $49.8M | 0.24% | +150,940 | New |
| NS Partners Ltd | 150,910 | $49.8M | 1.95% | +1,398+0.9% | Added |
| Vaughan David Investments LLC | 150,773 | $49.8M | 1.08% | +3,934+2.7% | Added |
| Utah Retirement Systems | 150,348 | $49.6M | 0.47% | −310.0% | Reduced |
| Parsifal Capital Management, LP | 150,258 | $49.6M | 5.00% | −4,342−2.8% | Reduced |
| Xponance, Inc. | 147,949 | $48.8M | 0.37% | +9,293+6.7% | Added |
| Robeco Institutional Asset Management B.V. | 147,213 | $48.6M | 0.07% | +1,018+0.7% | Added |
| Mawer Investment Management Ltd. | 145,241 | $47.9M | 0.27% | −7,064−4.6% | Reduced |
| Erste Asset Management GmbH | 144,878 | $47.9M | 0.40% | +24,588+20.4% | Added |
| Life Cycle Investment Partners Ltd | 144,755 | $47.8M | 0.33% | +144,755 | New |
| Mercer Global Advisors Inc | 143,337 | $47.7M | 0.07% | −2,321−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 144,561 | $47.7M | 0.26% | +12,930+9.8% | Added |
| Country Trust Bank | 143,885 | $47.5M | 0.86% | +18,484+14.7% | Added |
| Gradient Investments LLC | 142,934 | $47.2M | 0.75% | +1,431+1.0% | Added |
| Seizert Capital Partners, LLC | 142,874 | $47.2M | 1.99% | −2,454−1.7% | Reduced |
| HRT Financial LP | 142,180 | $46.9M | 0.15% | +39,221+38.1% | Added |
| Woodline Partners LP | 141,508 | $46.7M | 0.18% | +21,813+18.2% | Added |
| Vident Advisory, LLC | 141,437 | $46.7M | 0.44% | +8,119+6.1% | Added |
| Fred Alger Management, LLC | 140,790 | $46.5M | 0.18% | +126,900+913.6% | Added |
| Assetmark, Inc | 139,782 | $46.1M | 0.09% | −14,179−9.2% | Reduced |
| Keybank National Association | 139,738 | $46.1M | 0.17% | −21,245−13.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 139,456 | $46.0M | 0.38% | −7,194−4.9% | Reduced |
| Kestra Advisory Services, LLC | 139,443 | $46.0M | 0.19% | −4,506−3.1% | Reduced |
| SP Asset Management LLC | 137,636 | $45.4M | 3.59% | +65,334+90.4% | Added |
| Penn Davis McFarland Inc | 137,349 | $45.3M | 4.34% | +1,662+1.2% | Added |
| Hollencrest Capital Management | 135,649 | $44.8M | 1.55% | −283−0.2% | Reduced |
| Varma Mutual Pension Insurance Co | 133,062 | $43.9M | 0.27% | −12,400−8.5% | Reduced |
| NEOS Investment Management LLC | 132,493 | $43.7M | 0.25% | +14,504+12.3% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 130,310 | $43.0M | 1.06% | −37,122−22.2% | Reduced |
| Aureus Asset Management, LLC | 130,030 | $42.9M | 2.73% | +188+0.1% | Added |
| Alpha Cubed Investments, LLC | 129,302 | $42.7M | 1.46% | +4,620+3.7% | Added |
| Walleye Capital LLC | 129,119 | $42.6M | 0.24% | +37,050+40.2% | Added |
| AIA Group Ltd | 129,103 | $42.6M | 0.64% | +105,163+439.3% | Added |
| Kovitz Investment Group Partners, LLC | 128,943 | $42.6M | 0.94% | −37,263−22.4% | Reduced |
| Pathstone Holdings, LLC | 128,314 | $42.4M | 0.16% | −2,928−2.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 126,585 | $41.8M | 2.20% | +43,696+52.7% | Added |
| New York Life Investment Management LLC | 124,190 | $41.0M | 0.35% | +1,205+1.0% | Added |
| Riverbridge Partners LLC | 123,931 | $40.9M | 0.77% | −8,652−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,692 | $40.5M | 0.11% | −315−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 122,360 | $40.4M | 0.30% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 121,745 | $40.2M | 2.00% | −17,455−12.5% | Reduced |
| ING Groep NV | 121,658 | $40.2M | 0.24% | −308−0.3% | Reduced |
| Captrust Financial Advisors | 121,086 | $40.0M | 0.08% | −2,239−1.8% | Reduced |
| Baird Financial Group, Inc. | 120,843 | $39.9M | 0.06% | −19,543−13.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 119,477 | $39.4M | 1.21% | −91−0.1% | Reduced |
| Rakuten Investment Management, Inc. | 119,156 | $39.2M | 0.13% | +92,872+353.3% | Added |
| Nissay Asset Management Corp | 118,127 | $39.0M | 0.20% | +667+0.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 118,072 | $39.0M | 0.54% | −400−0.3% | Reduced |
| Jones Financial Companies LLLP | 117,477 | $38.8M | 0.02% | +5,849+5.2% | Added |
| JustInvest LLC | 116,205 | $38.4M | 0.37% | +7,286+6.7% | Added |
| Public Employees Retirement Association of Colorado | 116,115 | $38.3M | 0.14% | −328−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 115,354 | $38.1M | 0.58% | −5,147−4.3% | Reduced |
| MML Investors Services, LLC | 114,901 | $37.9M | 0.09% | −30,448−20.9% | Reduced |
| State of Alaska, Department of Revenue | 114,687 | $37.9M | 0.40% | −9,928−8.0% | Reduced |
| GWM Advisors LLC | 111,936 | $37.0M | 0.13% | +3,141+2.9% | Added |
| Warther Private Wealth, LLC | 111,470 | $36.8M | 8.80% | −4,286−3.7% | Reduced |
| Suvretta Capital Management, LLC | 111,320 | $36.7M | 0.92% | +15,100+15.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 116,024 | $36.7M | 0.32% | +6,647+6.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 111,147 | $36.7M | 1.68% | −3,064−2.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 112,627 | $36.1M | 0.19% | +4,304+4.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 109,082 | $36.0M | 2.70% | −49,226−31.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 108,884 | $35.9M | 1.19% | −8,847−7.5% | Reduced |
| Evercore Wealth Management, LLC | 108,010 | $35.7M | 0.52% | −37,525−25.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 107,880 | $35.6M | 0.66% | +2,259+2.1% | Added |
| Formuepleje A/S | 107,528 | $35.5M | 2.12% | −11,433−9.6% | Reduced |
| Conning Inc. | 104,183 | $34.4M | 1.15% | +3,879+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 104,147 | $34.4M | 0.19% | −7,315−6.6% | Reduced |
| TD Waterhouse Canada Inc. | 103,907 | $34.3M | 0.21% | −37,476−26.5% | Reduced |
| Aquatic Capital Management LLC | 103,852 | $34.3M | 0.97% | +103,852 | New |
| Oregon Public Employees Retirement Fund | 103,694 | $34.2M | 0.44% | +186+0.2% | Added |
| Blair William & Co | 102,862 | $34.0M | 0.09% | −29,276−22.2% | Reduced |
| TCW Group Inc | 102,412 | $33.8M | 0.24% | +102,412 | New |
| Sumitomo Mitsui Financial Group, Inc. | 102,260 | $33.8M | 0.60% | +8,226+8.7% | Added |
| Jain Global LLC | 101,053 | $33.4M | 0.33% | +46,998+86.9% | Added |
| OP Asset Management Ltd | 99,905 | $33.0M | 0.40% | +622+0.6% | Added |
| Simplify Asset Management Inc. | 99,807 | $32.9M | 0.54% | +70,447+239.9% | Added |
| National Philanthropic Trust | 99,616 | $32.9M | 0.32% | −825−0.8% | Reduced |
| QRG Capital Management, Inc. | 99,579 | $32.9M | 0.37% | +2,274+2.3% | Added |
| CapitalatWork S.A. | 98,270 | $32.4M | 0.99% | −22,488−18.6% | Reduced |
| Purpose Unlimited Inc. | 98,070 | $32.4M | 1.48% | +98,070 | New |
| Osmosis Investment Management UK Ltd | 97,806 | $32.3M | 0.81% | +97,806 | New |
| Rafferty Asset Management, LLC | 97,525 | $32.2M | 0.11% | −3,007−3.0% | Reduced |