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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 97,098 | $32.1M | 0.34% | −5,301−5.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 96,425 | $31.8M | 0.05% | −5,626−5.5% | Reduced |
| Wealthfront Advisers LLC | 96,224 | $31.8M | 0.07% | +5,637+6.2% | Added |
| Sit Investment Associates Inc | 95,875 | $31.6M | 0.62% | −310−0.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 95,164 | $31.4M | 0.24% | +95,164 | New |
| Yousif Capital Management, LLC | 92,732 | $31.4M | 0.34% | −3,162−3.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 95,056 | $31.4M | 0.61% | −12,859−11.9% | Reduced |
| Allworth Financial LP | 95,035 | $31.4M | 0.13% | +958+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 94,651 | $31.3M | 0.22% | +20,755+28.1% | Added |
| Brown Brothers Harriman & Co | 94,200 | $31.1M | 0.17% | +76,929+445.4% | Added |
| Ethic Inc. | 94,010 | $31.0M | 0.48% | +2,458+2.7% | Added |
| Ninety One UK Ltd | 93,059 | $30.7M | 0.07% | −1,854−2.0% | Reduced |
| Simplex Trading, LLC | 92,725 | $30.6M | 0.86% | −227,331−71.0% | Reduced |
| Prudential PLC | 92,155 | $30.4M | 0.24% | +2,711+3.0% | Added |
| Intech Investment Management LLC | 92,073 | $30.4M | 0.27% | +39,151+74.0% | Added |
| Brinker Capital Investments, LLC | 91,940 | $30.4M | 0.22% | −5,003−5.2% | Reduced |
| Nordea Investment Management AB | 91,496 | $30.3M | 0.03% | +3,720+4.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 91,121 | $30.1M | 0.11% | +8,578+10.4% | Added |
| Cercano Management LLC | 90,927 | $30.0M | 1.14% | +14,312+18.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 90,350 | $29.8M | 5.10% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 89,764 | $29.8M | 0.39% | +2,836+3.3% | Added |
| Pacer Advisors, Inc. | 88,546 | $29.2M | 0.08% | −6,492−6.8% | Reduced |
| Investment Management Corp of Ontario | 88,444 | $29.2M | 0.39% | +24,231+37.7% | Added |
| Federated Hermes, Inc. | 88,184 | $29.1M | 0.05% | +18,894+27.3% | Added |
| Jefferies Financial Group Inc. | 88,053 | $29.1M | 0.24% | +63,993+266.0% | Added |
| TCTC Holdings, LLC | 87,779 | $29.0M | 0.87% | −50−0.1% | Reduced |
| PEAK6 LLC | 86,595 | $28.6M | 0.78% | +7,160+9.0% | Added |
| Tocqueville Asset Management L.P. | 86,578 | $28.6M | 0.42% | −6,160−6.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 86,033 | $28.4M | 1.65% | +836+1.0% | Added |
| Academy Capital Management Inc | 86,017 | $28.4M | 3.77% | −434−0.5% | Reduced |
| Kames Capital plc | 85,503 | $28.2M | 0.34% | −632−0.7% | Reduced |
| Coronation Fund Managers Ltd. | 85,185 | $28.1M | 1.26% | +7,036+9.0% | Added |
| Empowered Funds, LLC | 84,231 | $27.8M | 0.47% | +9,678+13.0% | Added |
| Achmea Investment Management B.V. | 84,174 | $27.8M | 0.71% | −25,592−23.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 83,323 | $27.5M | 0.76% | −2,669−3.1% | Reduced |
| Trajan Wealth LLC | 83,285 | $27.5M | 1.15% | −2,008−2.4% | Reduced |
| Snowden Capital Advisors LLC | 83,112 | $27.4M | 0.71% | +2,696+3.4% | Added |
| Beacon Pointe Advisors, LLC | 82,694 | $27.3M | 0.19% | +11,341+15.9% | Added |
| SummitTX Capital, L.P. | 82,516 | $27.2M | 0.83% | +81,671+9,665.2% | Added |
| GW&K Investment Management, LLC | 81,919 | $27.0M | 0.23% | −400−0.5% | Reduced |
| D.A. Davidson & Co. | 81,752 | $27.0M | 0.17% | +6,016+7.9% | Added |
| Investment House LLC | 80,166 | $26.5M | 1.26% | +10,781+15.5% | Added |
| Palisade Asset Management, LLC | 80,053 | $26.4M | 2.58% | −2,771−3.3% | Reduced |
| KTF Investments, LLC | 78,946 | $26.1M | 4.28% | +78,946 | New |
| Heritage Investors Management Corp | 78,569 | $25.9M | 0.76% | −1,107−1.4% | Reduced |
| AltraVue Capital, LLC | 78,460 | $25.9M | 2.13% | +2,840+3.8% | Added |
| Allianz SE | 78,245 | $25.8M | 0.33% | +2,627+3.5% | Added |
| Guggenheim Capital LLC | 77,711 | $25.7M | 0.19% | −1,823−2.3% | Reduced |
| Epoch Investment Partners, Inc. | 77,010 | $25.4M | 0.14% | +11,976+18.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 76,408 | $25.2M | 0.66% | +5,500+7.8% | Added |
| Marco Investment Management LLC | 76,023 | $25.1M | 1.88% | −142−0.2% | Reduced |
| Banco Santander, S.A. | 75,843 | $25.0M | 0.19% | +11,697+18.2% | Added |
| Mizuho Markets Americas LLC | 75,000 | $24.8M | 0.53% | 00.0% | Unchanged |
| Senator Investment Group LP | 75,000 | $24.8M | 0.99% | +75,000 | New |
| Bridgeway Capital Management, LLC | 73,934 | $24.4M | 0.51% | +7,911+12.0% | Added |
| Cullen/Frost Bankers, Inc. | 73,514 | $24.3M | 0.27% | −5,945−7.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 71,305 | $23.5M | 0.52% | −3,515−4.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 70,922 | $23.4M | 0.89% | +3,223+4.8% | Added |
| Liberty One Investment Management, LLC | 70,446 | $23.3M | 2.97% | −89,962−56.1% | Reduced |
| Aptus Capital Advisors, LLC | 70,205 | $23.2M | 0.20% | +707+1.0% | Added |
| Iron Triangle Partners LP | 70,126 | $23.1M | 2.65% | +70,126 | New |
| BloombergSen Inc. | 69,549 | $23.0M | 2.42% | −5,381−7.2% | Reduced |
| Commerzbank Aktiengesellschaft | 69,176 | $22.8M | 0.46% | −5,043−6.8% | Reduced |
| Vinva Investment Management Ltd | 68,649 | $22.8M | 0.28% | +9,332+15.7% | Added |
| Allstate Corp | 68,948 | $22.8M | 0.31% | +35,862+108.4% | Added |
| Commerce Bank | 68,837 | $22.7M | 0.13% | −8,293−10.8% | Reduced |
| Douglas Lane & Associates, LLC | 68,625 | $22.7M | 0.31% | −5,449−7.4% | Reduced |
| Perpetual Ltd | 68,608 | $22.6M | 0.33% | +57,886+539.9% | Added |
| Private Advisor Group, LLC | 68,235 | $22.5M | 0.11% | −472−0.7% | Reduced |
| Bridges Investment Management Inc | 68,137 | $22.5M | 0.29% | −36,311−34.8% | Reduced |
| Mediolanum International Funds Ltd | 67,688 | $22.5M | 0.22% | −38,274−36.1% | Reduced |
| Generate Investment Management Ltd | 68,108 | $22.5M | 1.03% | −74,378−52.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 66,881 | $22.1M | 0.76% | −18,812−22.0% | Reduced |
| Norinchukin Bank, The | 66,383 | $21.9M | 0.26% | +3,941+6.3% | Added |
| Mizuho Securities USA LLC | 65,957 | $21.8M | 0.36% | −60.0% | Reduced |
| Pinebridge Investments LLC | 65,736 | $21.7M | 0.16% | +65,736 | New |
| Avanza Fonder AB | 65,502 | $21.6M | 0.55% | +1,648+2.6% | Added |
| Woodbridge Co Ltd | 65,300 | $21.6M | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 65,256 | $21.5M | 1.32% | +12,034+22.6% | Added |
| Ironvine Capital Partners, LLC | 65,058 | $21.5M | 2.15% | −5,589−7.9% | Reduced |
| DSG Capital Advisors, LLC | 63,225 | $21.4M | 3.26% | −742−1.2% | Reduced |
| UniSuper Management Pty Ltd | 64,358 | $21.2M | 0.13% | −10,225−13.7% | Reduced |
| Auxier Asset Management | 64,028 | $21.1M | 2.97% | −840−1.3% | Reduced |
| Group One Trading, L.P. | 63,611 | $21.0M | 0.62% | +41,409+186.5% | Added |
| Arnhold LLC | 63,310 | $20.9M | 1.59% | −9,107−12.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 62,772 | $20.7M | 0.18% | −24,912−28.4% | Reduced |
| Wesbanco Bank Inc | 62,615 | $20.7M | 0.57% | −2,137−3.3% | Reduced |
| Stock Yards Bank & Trust Co | 62,341 | $20.6M | 0.63% | −3,430−5.2% | Reduced |
| Community Trust & Investment Co | 62,094 | $20.5M | 1.08% | −570−0.9% | Reduced |
| Boone Capital Management LLC | 61,762 | $20.4M | 6.40% | +3,650+6.3% | Added |
| Farmers & Merchants Investments Inc | 61,587 | $20.3M | 0.56% | −343−0.6% | Reduced |
| Wesleyan Assurance Society | 61,395 | $20.3M | 1.17% | +100+0.2% | Added |
| FineMark National Bank & Trust | 61,054 | $20.2M | 0.63% | +13,560+28.6% | Added |
| Callan Family Office, LLC | 61,023 | $20.1M | 0.43% | +10,799+21.5% | Added |
| Eversept Partners, LP | 60,862 | $20.1M | 1.13% | −1,958−3.1% | Reduced |
| Sterling Capital Management LLC | 60,642 | $20.0M | 0.33% | −104,440−63.3% | Reduced |
| Mill Capital Management, LLC | 60,275 | $19.9M | 1.44% | +157+0.3% | Added |
| Bailard, Inc. | 60,224 | $19.9M | 0.44% | −3,685−5.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 59,999 | $19.8M | 1.55% | −980−1.6% | Reduced |
| Natixis | 59,961 | $19.8M | 0.08% | −205,505−77.4% | Reduced |