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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 39,390 | $13.0M | 0.31% | −8,640−18.0% | Reduced |
| First Eagle Investment Management, LLC | 39,068 | $12.9M | 0.02% | −219−0.6% | Reduced |
| GDS Wealth Management | 39,024 | $12.9M | 0.81% | −5,228−11.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 38,716 | $12.8M | 0.33% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 38,539 | $12.7M | 3.10% | −140−0.4% | Reduced |
| Focus Financial Network, Inc. | 37,752 | $12.5M | 0.43% | −1,163−3.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 37,394 | $12.3M | 2.69% | +393+1.1% | Added |
| Horizon Investments, LLC | 37,315 | $12.3M | 0.16% | −27,059−42.0% | Reduced |
| United Capital Financial Advisers, LLC | 36,889 | $12.2M | 0.07% | +4,102+12.5% | Added |
| EP Wealth Advisors, LLC | 36,719 | $12.1M | 0.06% | +36,719 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 36,647 | $12.1M | 0.55% | +36,647 | New |
| Resources Investment Advisors, LLC. | 36,626 | $12.1M | 0.12% | −1,315−3.5% | Reduced |
| Bokf, NA | 36,432 | $12.0M | 0.18% | −7,366−16.8% | Reduced |
| Hyperion Capital Advisors LP | 36,333 | $12.0M | 5.87% | +301+0.8% | Added |
| Equitable Trust Co | 36,214 | $12.0M | 0.53% | +769+2.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 36,052 | $11.9M | 0.53% | +1,920+5.6% | Added |
| Virtu Financial LLC | 35,995 | $11.9M | 0.46% | −75,882−67.8% | Reduced |
| RSM US Wealth Management LLC | 35,720 | $11.9M | 0.15% | −30−0.1% | Reduced |
| Laird Norton Trust Company, LLC | 35,905 | $11.9M | 0.25% | +35,905 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 35,707 | $11.8M | 1.17% | −8,196−18.7% | Reduced |
| Man Group plc | 35,683 | $11.8M | 0.02% | −12,555−26.0% | Reduced |
| Madison Asset Management, LLC | 35,623 | $11.8M | 0.14% | +2,190+6.6% | Added |
| Oberndorf William E | 35,553 | $11.7M | 14.86% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 35,401 | $11.7M | 1.48% | +6,422+22.2% | Added |
| Thompson Investment Management, Inc. | 35,345 | $11.7M | 1.46% | +72+0.2% | Added |
| NewEdge Wealth, LLC | 35,266 | $11.6M | 0.13% | −271−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 35,145 | $11.6M | 0.17% | −4,466−11.3% | Reduced |
| J. Safra Sarasin Holding AG | 34,947 | $11.5M | 0.19% | +19,591+127.6% | Added |
| Argent Trust Co | 34,586 | $11.4M | 0.39% | −1,840−5.1% | Reduced |
| First Citizens Bank & Trust Co | 34,342 | $11.3M | 0.24% | −1,863−5.1% | Reduced |
| Capital International Sarl | 34,233 | $11.3M | 0.18% | +1,637+5.0% | Added |
| Titan Investment Solutions Ltd | 34,190 | $11.3M | 1.36% | +34,190 | New |
| New Age Alpha Advisors, LLC | 34,081 | $11.3M | 0.49% | −2,746−7.5% | Reduced |
| Engineers Gate Manager LP | 34,072 | $11.2M | 0.13% | +32,066+1,598.5% | Added |
| Shelton Capital Management | 34,072 | $11.2M | 0.22% | 00.0% | Unchanged |
| Caption Management, LLC | 33,880 | $11.2M | 0.49% | +31,180+1,154.8% | Added |
| Univest Financial Corp | 33,834 | $11.2M | 0.59% | −14,416−29.9% | Reduced |
| Pinnacle Associates Ltd | 33,798 | $11.2M | 0.14% | +478+1.4% | Added |
| Central Trust Co | 33,537 | $11.1M | 0.22% | −2,039−5.7% | Reduced |
| Triglav Skladi, D.O.O. | 33,399 | $11.0M | 0.70% | +15,443+86.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 33,326 | $11.0M | 0.20% | +20,613+162.1% | Added |
| Apollon Wealth Management, LLC | 33,225 | $11.0M | 0.19% | −1,366−3.9% | Reduced |
| Merit Financial Group, LLC | 33,207 | $11.0M | 0.09% | +7,483+29.1% | Added |
| Virginia Retirement Systems Et Al | 33,200 | $11.0M | 0.07% | −8,800−21.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 33,121 | $10.9M | 0.18% | +33,121 | New |
| First National Trust Co | 33,076 | $10.9M | 0.36% | −1,158−3.4% | Reduced |
| Stratos Wealth Partners, LTD. | 33,022 | $10.9M | 0.12% | +2,082+6.7% | Added |
| JLB & Associates Inc | 32,904 | $10.9M | 1.47% | −3,443−9.5% | Reduced |
| Altrafin AG | 32,765 | $10.8M | 3.43% | +16,260+98.5% | Added |
| Dividend Assets Capital, LLC | 32,725 | $10.8M | 2.06% | −1,015−3.0% | Reduced |
| Liontrust Investment Partners LLP | 32,676 | $10.8M | 0.16% | −5,720−14.9% | Reduced |
| Empirical Finance, LLC | 32,533 | $10.7M | 0.51% | −2,559−7.3% | Reduced |
| We Are One Seven, LLC | 32,494 | $10.7M | 0.22% | +7,293+28.9% | Added |
| FNY Investment Advisers, LLC | 32,375 | $10.7M | 3.06% | +16,703+106.6% | Added |
| Independent Advisor Alliance | 32,249 | $10.6M | 0.26% | +272+0.9% | Added |
| Johnson Investment Counsel Inc | 32,166 | $10.6M | 0.09% | −13,044−28.9% | Reduced |
| E. Ohman J:or Asset Management AB | 32,079 | $10.6M | 0.25% | −6,654−17.2% | Reduced |
| BNP Paribas | 31,952 | $10.5M | 0.30% | +12,601+65.1% | Added |
| Parkman Healthcare Partners LLC | 31,875 | $10.5M | 1.00% | +31,875 | New |
| Kinsale Capital Group, Inc. | 31,794 | $10.5M | 1.74% | +1,688+5.6% | Added |
| Alerus Financial NA | 31,628 | $10.4M | 0.51% | +15,816+100.0% | Added |
| Live Oak Private Wealth LLC | 31,396 | $10.4M | 1.41% | −292−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 31,353 | $10.4M | 0.15% | +535+1.7% | Added |
| North Dakota State Investment Board | 31,213 | $10.3M | 0.38% | +31,213 | New |
| Bragg Financial Advisors, Inc | 31,128 | $10.3M | 0.33% | +729+2.4% | Added |
| Longaeva Partners L.P. | 30,967 | $10.2M | 1.22% | −4,494−12.7% | Reduced |
| Umb Bank N A | 30,807 | $10.2M | 0.14% | −2,247−6.8% | Reduced |
| Petredis Investment Advisors LLC | 30,760 | $10.2M | 0.80% | −382−1.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 30,725 | $10.1M | 0.59% | +4,153+15.6% | Added |
| Port Capital LLC | 30,394 | $10.0M | 0.43% | −52,265−63.2% | Reduced |
| Great Valley Advisor Group, Inc. | 30,366 | $10.0M | 0.19% | −222−0.7% | Reduced |
| Colonial Trust Advisors | 30,332 | $10.0M | 0.75% | −1,402−4.4% | Reduced |
| Violich Capital Management, Inc. | 30,312 | $10.0M | 1.12% | +512+1.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,264 | $9.99M | 1.02% | −291−1.0% | Reduced |
| Strong Tower Advisory Services | 30,106 | $9.94M | 1.78% | +504+1.7% | Added |
| Gryphon Financial Partners LLC | 30,067 | $9.93M | 1.06% | +40.0% | Added |
| Equitable Holdings, Inc. | 30,007 | $9.91M | 0.07% | +4,085+15.8% | Added |
| Ally Financial Inc. | 30,000 | $9.90M | 1.21% | +6,000+25.0% | Added |
| Michelson Medical Research Foundation, Inc. | 30,000 | $9.90M | 9.93% | +30,000 | New |
| Concurrent Investment Advisors, LLC | 29,995 | $9.90M | 0.11% | +4,328+16.9% | Added |
| Garrison Bradford & Associates Inc | 23,752 | $9.84M | 10.69% | −2,165−8.4% | Reduced |
| Lockheed Martin Investment Management Co | 29,750 | $9.82M | 0.33% | +3,180+12.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 29,629 | $9.78M | 0.47% | −1,949−6.2% | Reduced |
| GF Fund Management Co. Ltd. | 29,614 | $9.78M | 0.17% | −7,597−20.4% | Reduced |
| DDD Partners, LLC | 29,551 | $9.76M | 0.62% | −13,837−31.9% | Reduced |
| F/M Investments LLC | 29,424 | $9.71M | 0.37% | +17,660+150.1% | Added |
| Washington Trust Bank | 29,315 | $9.68M | 0.68% | −1,858−6.0% | Reduced |
| Stonebridge Capital Advisors LLC | 29,295 | $9.67M | 0.67% | −595−2.0% | Reduced |
| Warren Averett Asset Management, LLC | 29,212 | $9.64M | 0.08% | +915+3.2% | Added |
| LGT Group Foundation | 28,898 | $9.60M | 0.10% | +2,332+8.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,943 | $9.55M | 0.11% | +78+0.3% | Added |
| Weiss Asset Management LP | 28,931 | $9.55M | 0.14% | +28,931 | New |
| Chesley Taft & Associates LLC | 28,746 | $9.49M | 0.37% | −391−1.3% | Reduced |
| Everest Financial Group LLC | 28,887 | $9.48M | 2.12% | +28,887 | New |
| Prime Capital Investment Advisors, LLC | 28,610 | $9.44M | 0.12% | +1,582+5.9% | Added |
| CBOE Vest Financial, LLC | 28,488 | $9.40M | 0.12% | +7,279+34.3% | Added |
| Harber Asset Management LLC | 28,299 | $9.34M | 3.92% | −4,928−14.8% | Reduced |
| Heritage Trust Co | 28,263 | $9.33M | 0.95% | +805+2.9% | Added |
| Soltis Investment Advisors LLC | 28,144 | $9.29M | 0.61% | −582−2.0% | Reduced |
| Leuthold Group, LLC | 28,134 | $9.29M | 1.00% | +28,134 | New |