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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 59,388 | $19.6M | 0.29% | −5,494−8.5% | Reduced |
| Torray LLC | 59,153 | $19.5M | 2.80% | +2,047+3.6% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 59,132 | $19.5M | 0.28% | +59,132 | New |
| Advisory Services Network, LLC | 58,730 | $19.4M | 0.27% | +2,030+3.6% | Added |
| Atria Investments LLC | 58,415 | $19.3M | 0.22% | −1,106−1.9% | Reduced |
| Benjamin Edwards Inc | 57,842 | $19.1M | 0.21% | +5,238+10.0% | Added |
| Sequoia Financial Advisors, LLC | 57,701 | $19.0M | 0.11% | +3,568+6.6% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $18.9M | 0.59% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 57,133 | $18.9M | 0.51% | 00.0% | Unchanged |
| Novare Capital Management LLC | 56,838 | $18.8M | 1.41% | +327+0.6% | Added |
| Illinois Municipal Retirement Fund | 56,804 | $18.8M | 0.23% | −930−1.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 56,791 | $18.7M | 0.25% | +9,361+19.7% | Added |
| Mesirow Financial Investment Management, Inc. | 56,718 | $18.7M | 0.38% | −1,735−3.0% | Reduced |
| Fiduciary Trust Co | 56,365 | $18.6M | 0.21% | −3,340−5.6% | Reduced |
| Gotham Asset Management, LLC | 56,216 | $18.6M | 0.07% | +10,152+22.0% | Added |
| Oppenheimer Asset Management Inc. | 55,526 | $18.3M | 0.23% | +6,781+13.9% | Added |
| Maple Rock Capital Partners Inc. | 55,000 | $18.2M | 0.60% | −4,100−6.9% | Reduced |
| RBF Capital, LLC | 55,000 | $18.2M | 0.83% | 00.0% | Unchanged |
| Rhenman & Partners Asset Management AB | 54,900 | $18.1M | 1.69% | −7,630−12.2% | Reduced |
| Diversify Advisory Services, LLC | 54,743 | $18.1M | 0.57% | −4,098−7.0% | Reduced |
| Los Angeles Capital Management LLC | 51,680 | $17.8M | 0.06% | +17,210+49.9% | Added |
| Huntington National Bank | 53,383 | $17.6M | 0.11% | −4,216−7.3% | Reduced |
| Abn Amro Investment Solutions | 53,380 | $17.6M | 0.26% | +28,339+113.2% | Added |
| Peapack Gladstone Financial Corp | 53,358 | $17.6M | 0.22% | −1,426−2.6% | Reduced |
| First Long Island Investors, LLC | 53,211 | $17.6M | 1.29% | −102−0.2% | Reduced |
| AE Wealth Management LLC | 52,576 | $17.4M | 0.10% | −67,084−56.1% | Reduced |
| Nan Fung Trinity (HK) Ltd | 52,435 | $17.3M | 1.37% | +52,435 | New |
| Hartford Investment Management Co | 52,331 | $17.3M | 0.52% | −732−1.4% | Reduced |
| Hemenway Trust Co LLC | 52,249 | $17.2M | 1.32% | −1,274−2.4% | Reduced |
| GFS Advisors, LLC | 51,416 | $17.0M | 2.02% | +9,984+24.1% | Added |
| Adams Diversified Equity Fund, Inc. | 50,800 | $16.8M | 0.56% | 00.0% | Unchanged |
| Associated Banc-Corp | 50,676 | $16.7M | 0.43% | −179−0.4% | Reduced |
| PFM Health Sciences, LP | 50,539 | $16.7M | 1.69% | +50,539 | New |
| Cohen Capital Management, Inc. | 50,417 | $16.6M | 2.51% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 50,314 | $16.6M | 1.20% | +147+0.3% | Added |
| Casdin Capital, LLC | 50,000 | $16.5M | 1.03% | +25,000+100.0% | Added |
| Integral Health Asset Management, LLC | 50,000 | $16.5M | 0.84% | +50,000 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 49,978 | $16.5M | 2.48% | −859−1.7% | Reduced |
| Fisher Funds Management LTD | 48,730 | $16.1M | 0.42% | −68,911−58.6% | Reduced |
| D'Orazio & Associates, Inc. | 48,732 | $16.1M | 2.06% | +87+0.2% | Added |
| Northwest & Ethical Investments L.P. | 48,626 | $16.1M | 0.36% | −12,453−20.4% | Reduced |
| QV Investors Inc. | 48,374 | $16.0M | 1.31% | −3,420−6.6% | Reduced |
| Advisors Asset Management, Inc. | 48,277 | $15.9M | 0.27% | +4,909+11.3% | Added |
| Patten & Patten Inc | 48,021 | $15.9M | 0.93% | −4,568−8.7% | Reduced |
| Capital Group Private Client Services, Inc. | 47,965 | $15.8M | 0.25% | +1,276+2.7% | Added |
| Marks Group Wealth Management, Inc | 47,964 | $15.8M | 1.52% | +162+0.3% | Added |
| Leonteq Securities AG | 47,944 | $15.8M | 0.85% | −2,115−4.2% | Reduced |
| Prospera Financial Services Inc | 47,776 | $15.8M | 0.26% | +5,959+14.3% | Added |
| Premier Fund Managers Ltd | 47,268 | $15.7M | 0.90% | −4,860−9.3% | Reduced |
| HB Wealth Management, LLC | 47,523 | $15.7M | 0.10% | +2,591+5.8% | Added |
| Diversified Trust Co | 47,500 | $15.7M | 0.29% | +2,482+5.5% | Added |
| Callahan Advisors, LLC | 47,470 | $15.7M | 1.29% | −2,202−4.4% | Reduced |
| Old National Bancorp | 47,266 | $15.6M | 0.26% | −2,806−5.6% | Reduced |
| Canoe Financial LP | 47,217 | $15.6M | 0.21% | −273,834−85.3% | Reduced |
| Quantitative Investment Management, LLC | 46,722 | $15.4M | 1.50% | +46,722 | New |
| Tower Research Capital LLC (TRC) | 46,586 | $15.4M | 0.37% | +24,593+111.8% | Added |
| CapWealth Advisors, LLC | 46,571 | $15.4M | 1.05% | +956+2.1% | Added |
| Haverford Trust Co | 46,413 | $15.3M | 0.14% | −3,673−7.3% | Reduced |
| Intesa Sanpaolo S.p.A. | 46,123 | $15.3M | 0.99% | +46,123 | New |
| Phoenix Holdings Ltd. | 46,959 | $15.3M | 0.17% | +5,564+13.4% | Added |
| Louisiana State Employees Retirement System | 46,300 | $15.3M | 0.26% | −1,200−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 46,187 | $15.2M | 0.50% | 00.0% | Unchanged |
| 71 West Capital Partners | 46,155 | $15.2M | 0.70% | +46,155 | New |
| Pensionmark Financial Group, LLC | 46,056 | $15.2M | 0.25% | −2,869−5.9% | Reduced |
| Maryland State Retirement & Pension System | 45,526 | $15.0M | 0.31% | +160+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 45,388 | $15.0M | 0.64% | −141,181−75.7% | Reduced |
| JPL Wealth Management, LLC | 45,090 | $14.9M | 3.63% | −2,140−4.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 45,041 | $14.9M | 0.94% | −4,086−8.3% | Reduced |
| 683 Capital Management, LLC | 45,000 | $14.9M | 1.24% | −3,000−6.3% | Reduced |
| Midwest Trust Co | 44,722 | $14.8M | 0.18% | −1,288−2.8% | Reduced |
| Polaris Capital Management, LLC | 44,712 | $14.8M | 1.22% | −4,600−9.3% | Reduced |
| Oppenheimer & Co Inc | 44,565 | $14.7M | 0.21% | −5,039−10.2% | Reduced |
| HighPoint Advisor Group LLC | 44,464 | $14.7M | 0.32% | +12,898+40.9% | Added |
| Eagle Global Advisors LLC | 43,904 | $14.5M | 0.54% | −555−1.2% | Reduced |
| Argent Capital Management LLC | 43,834 | $14.5M | 0.41% | −1,028−2.3% | Reduced |
| Sona Asset Management (US) LLC | 43,600 | $14.4M | 0.47% | +11,100+34.2% | Added |
| Intact Investment Management Inc. | 43,600 | $14.4M | 0.41% | +43,600 | New |
| Sanibel Captiva Trust Company, Inc. | 43,038 | $14.2M | 0.39% | −8,446−16.4% | Reduced |
| BLI - Banque de Luxembourg Investments | 42,683 | $14.2M | 0.42% | −13,537−24.1% | Reduced |
| Appleton Partners Inc | 42,857 | $14.1M | 0.93% | −2,888−6.3% | Reduced |
| Steel Peak Wealth Management LLC | 42,727 | $14.1M | 0.46% | +9,576+28.9% | Added |
| Rathbone Brothers plc | 42,637 | $14.1M | 0.06% | −1,693−3.8% | Reduced |
| New Mexico Educational Retirement Board | 42,420 | $14.0M | 0.42% | +1,400+3.4% | Added |
| Edmond de Rothschild Holding S.A. | 42,130 | $13.9M | 0.20% | +17,321+69.8% | Added |
| Trust Co of Virginia | 42,129 | $13.9M | 1.12% | +590+1.4% | Added |
| Stamos Capital Partners, L.P. | 42,050 | $13.9M | 2.23% | +8,071+23.8% | Added |
| Bleakley Financial Group, LLC | 41,693 | $13.8M | 0.24% | +9,271+28.6% | Added |
| Dorsey & Whitney Trust CO LLC | 41,636 | $13.7M | 0.73% | −7,797−15.8% | Reduced |
| Stephens Inc | 41,418 | $13.7M | 0.17% | +9,617+30.2% | Added |
| UNICOM Systems, Inc. | 41,434 | $13.7M | 1.34% | 00.0% | Unchanged |
| Vestcor Inc | 41,050 | $13.6M | 0.39% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 40,800 | $13.5M | 0.69% | +40,800 | New |
| S&CO Inc | 40,687 | $13.4M | 0.83% | −839−2.0% | Reduced |
| Whittier Trust Co | 38,479 | $13.4M | 0.15% | −4,043−9.5% | Reduced |
| Bayban | 40,639 | $13.4M | 11.86% | +40,639 | New |
| First Financial Bankshares Inc | 40,548 | $13.4M | 0.27% | −5,594−12.1% | Reduced |
| Level Four Advisory Services, LLC | 40,103 | $13.2M | 0.43% | +4,782+13.5% | Added |
| Moore Capital Management, LP | 40,000 | $13.2M | 0.27% | −10,000−20.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 39,760 | $13.1M | 0.19% | 00.0% | Unchanged |
| Baillie Gifford & Co | 39,537 | $13.1M | 0.01% | −9,108−18.7% | Reduced |