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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 28,129 | $9.29M | 0.27% | −878−3.0% | Reduced |
| Parus Finance (UK) Ltd | 28,110 | $9.28M | 2.44% | +3,850+15.9% | Added |
| Blue Sparrow, LLC | 28,000 | $9.24M | 0.17% | +28,000 | New |
| Anchor Investment Management, LLC | 27,949 | $9.23M | 0.75% | +2,479+9.7% | Added |
| Kestra Private Wealth Services, LLC | 27,859 | $9.20M | 0.11% | −7,200−20.5% | Reduced |
| WSFS Capital Management, LLC | 27,789 | $9.17M | 0.44% | −3,211−10.4% | Reduced |
| Atlantic Union Bankshares Corp | 27,611 | $9.11M | 0.17% | −1,687−5.8% | Reduced |
| Redwood Capital Management, LLC | 27,500 | $9.08M | 0.97% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 27,100 | $8.95M | 0.20% | +27,100 | New |
| Quadrant Capital Group LLC | 27,081 | $8.94M | 0.27% | −724−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,929 | $8.89M | 0.14% | −1,385−4.9% | Reduced |
| Spinnaker Trust | 26,898 | $8.88M | 0.48% | +413+1.6% | Added |
| Savant Capital, LLC | 26,887 | $8.88M | 0.05% | −210−0.8% | Reduced |
| Kovack Advisors, Inc. | 26,812 | $8.85M | 0.42% | +6,180+30.0% | Added |
| Jessup Wealth Management, Inc | 26,800 | $8.85M | 2.92% | +25,425+1,849.1% | Added |
| Exchange Traded Concepts, LLC | 26,786 | $8.84M | 0.07% | +14,688+121.4% | Added |
| Blue Zone Wealth Advisors, LLC | 26,768 | $8.84M | 1.69% | +518+2.0% | Added |
| E20 Capital Ltd | 26,690 | $8.81M | 3.18% | +26,690 | New |
| La Banque Postale Asset Management SA | 26,666 | $8.80M | 0.10% | +26,666 | New |
| Davy Global Fund Management Ltd | 26,589 | $8.78M | 0.61% | +4,770+21.9% | Added |
| Asio Capital, LLC | 26,577 | $8.77M | 1.24% | +2,344+9.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,500 | $8.75M | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 26,441 | $8.73M | 0.18% | +4,078+18.2% | Added |
| Parallel Advisors, LLC | 26,422 | $8.73M | 0.16% | −909−3.3% | Reduced |
| North Star Asset Management Inc | 26,250 | $8.67M | 0.35% | −4,215−13.8% | Reduced |
| Principal Securities, Inc. | 26,239 | $8.66M | 0.13% | −3,208−10.9% | Reduced |
| Mattern Capital Management, LLC | 26,131 | $8.63M | 1.02% | +3,782+16.9% | Added |
| Van Den Berg Management I, Inc | 26,123 | $8.62M | 1.98% | +283+1.1% | Added |
| McRae Capital Management Inc | 26,101 | $8.62M | 1.76% | −273−1.0% | Reduced |
| Freestone Capital Holdings, LLC | 26,017 | $8.59M | 0.25% | −421−1.6% | Reduced |
| Ofi Invest Asset Management | 30,175 | $8.58M | 0.12% | −110,552−78.6% | Reduced |
| Azimuth Capital Investment Management LLC | 25,970 | $8.57M | 0.31% | −358−1.4% | Reduced |
| Park Avenue Securities LLC | 25,924 | $8.56M | 0.07% | −1,676−6.1% | Reduced |
| Annex Advisory Services, LLC | 25,784 | $8.51M | 0.16% | +8,606+50.1% | Added |
| NWF Advisory Services Inc. | 25,618 | $8.46M | 0.93% | +12,607+96.9% | Added |
| SOL Capital Management CO | 25,466 | $8.41M | 0.76% | +279+1.1% | Added |
| IFP Advisors, Inc | 25,452 | $8.40M | 0.19% | +12,497+96.5% | Added |
| Fulcrum Capital LLC | 25,427 | $8.39M | 1.69% | +349+1.4% | Added |
| GAM Holding AG | 25,245 | $8.33M | 0.53% | −10,245−28.9% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,167 | $8.31M | 0.33% | +105+0.4% | Added |
| Hardman Johnston Global Advisors LLC | 25,111 | $8.29M | 0.39% | +29+0.1% | Added |
| Osborne Partners Capital Management, LLC | 25,002 | $8.25M | 0.43% | +25,002 | New |
| Private Capital Advisors, Inc. | 25,001 | $8.25M | 0.84% | −11,464−31.4% | Reduced |
| Goelzer Investment Management, Inc. | 24,984 | $8.25M | 0.38% | +663+2.7% | Added |
| Mirador Capital Partners LP | 24,949 | $8.24M | 1.13% | +23,592+1,738.5% | Added |
| Pioneer Trust Bank N A | 24,918 | $8.23M | 1.91% | −440−1.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.76% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 24,860 | $8.21M | 0.96% | −1,965−7.3% | Reduced |
| Westerkirk Capital Inc. | 24,834 | $8.20M | 0.80% | +2,140+9.4% | Added |
| Amica Mutual Insurance Co | 24,776 | $8.18M | 0.71% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 24,719 | $8.16M | 3.82% | +909+3.8% | Added |
| Sienna Gestion | 24,625 | $8.14M | 0.49% | −2,188−8.2% | Reduced |
| Securian Asset Management, Inc | 24,631 | $8.13M | 0.31% | −19,108−43.7% | Reduced |
| Wiregrass Investment Management LLC | 24,571 | $8.11M | 6.78% | +24,571 | New |
| Venator Management LLC | 24,560 | $8.11M | 1.83% | −1,000−3.9% | Reduced |
| Toth Financial Advisory Corp | 24,519 | $8.09M | 0.88% | +823+3.5% | Added |
| Carnegie Lake Advisors LLC | 24,466 | $8.08M | 3.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 24,407 | $8.06M | 0.20% | −1,401−5.4% | Reduced |
| MUFG Securities Americas Inc. | 24,404 | $8.06M | 0.50% | −19−0.1% | Reduced |
| Two Sigma Investments, LP | 24,291 | $8.02M | 0.01% | +5,264+27.7% | Added |
| Concord Investment Counsel Inc. | 24,277 | $8.01M | 2.60% | −969−3.8% | Reduced |
| WP Advisors, LLC | 24,233 | $8.00M | 1.99% | +664+2.8% | Added |
| Burney Co | 24,210 | $7.99M | 0.25% | −161−0.7% | Reduced |
| Regions Financial Corp | 24,116 | $7.96M | 0.05% | −10,637−30.6% | Reduced |
| Exencial Wealth Advisors, LLC | 24,106 | $7.96M | 0.25% | −18,688−43.7% | Reduced |
| Tema ETFs LLC | 24,077 | $7.95M | 0.62% | +150+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 23,948 | $7.91M | 0.51% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 23,922 | $7.90M | 1.34% | +44+0.2% | Added |
| Vise Technologies, Inc. | 23,662 | $7.81M | 0.15% | +7,185+43.6% | Added |
| Siemens Fonds Invest GmbH | 23,492 | $7.80M | 0.42% | −8,167−25.8% | Reduced |
| Sava Infond d.o.o. | 23,570 | $7.78M | 1.05% | +9,000+61.8% | Added |
| Meeder Asset Management Inc | 23,411 | $7.73M | 0.42% | −5,918−20.2% | Reduced |
| Ibex Wealth Advisors | 23,330 | $7.70M | 0.75% | +688+3.0% | Added |
| Vestmark Advisory Solutions, Inc. | 23,321 | $7.70M | 0.10% | +9,813+72.6% | Added |
| Kempen Capital Management N.V. | 23,067 | $7.61M | 0.07% | −630−2.7% | Reduced |
| Iyo Bank, Ltd. | 22,951 | $7.58M | 2.42% | +22,951 | New |
| German American Bancorp, Inc. | 22,929 | $7.57M | 0.64% | −1,391−5.7% | Reduced |
| Evexia Wealth LLC | 22,518 | $7.54M | 2.11% | −557−2.4% | Reduced |
| Marietta Wealth Management, LLC | 22,839 | $7.54M | 0.87% | +882+4.0% | Added |
| First American Bank | 22,831 | $7.54M | 0.46% | −291−1.3% | Reduced |
| McGinn Investment Management, Inc. | 22,476 | $7.42M | 4.31% | +176+0.8% | Added |
| Guardian Capital LP | 22,422 | $7.40M | 0.22% | −6,573−22.7% | Reduced |
| Summit Trail Advisors, LLC | 22,399 | $7.39M | 0.13% | −5,733−20.4% | Reduced |
| Harbour Investments, Inc. | 22,212 | $7.33M | 0.15% | +7,432+50.3% | Added |
| Titan Wealth (CI) Ltd | 22,100 | $7.30M | 2.81% | +22,100 | New |
| Arkadios Wealth Advisors | 22,023 | $7.27M | 0.14% | −260−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 21,929 | $7.24M | 0.16% | −624−2.8% | Reduced |
| Tobam | 21,870 | $7.22M | 1.77% | +6,765+44.8% | Added |
| Ascent Group, LLC | 21,857 | $7.22M | 0.25% | −56−0.3% | Reduced |
| Bretton Capital Management, LLC | 21,700 | $7.16M | 5.99% | 00.0% | Unchanged |
| Signaturefd, LLC | 21,590 | $7.13M | 0.11% | −45−0.2% | Reduced |
| Westpac Banking Corp | 21,544 | $7.11M | 0.45% | −6,532−23.3% | Reduced |
| Coldstream Capital Management Inc | 21,420 | $7.07M | 0.09% | −1,225−5.4% | Reduced |
| Red Door Wealth Management, LLC | 21,380 | $7.06M | 0.73% | −4,579−17.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 21,354 | $7.05M | 0.53% | −343−1.6% | Reduced |
| Mirabaud Asset Management Ltd | 13,201 | $7.05M | 3.38% | +13,201 | New |
| Moneta Group Investment Advisors LLC | 21,320 | $7.04M | 0.05% | −834−3.8% | Reduced |
| Andra AP-fonden | 21,192 | $7.00M | 0.09% | −31,508−59.8% | Reduced |
| Sather Financial Group Inc | 21,125 | $6.97M | 0.37% | +50+0.2% | Added |
| Farther Finance Advisors, LLC | 21,082 | $6.96M | 0.07% | +2,631+14.3% | Added |