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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 21,058 | $6.95M | 0.26% | −8,862−29.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 21,024 | $6.94M | 0.96% | −2,969−12.4% | Reduced |
| Summit Financial, LLC | 20,970 | $6.92M | 0.10% | +2,183+11.6% | Added |
| NorthCrest Asset Manangement, LLC | 20,153 | $6.89M | 0.15% | −1,796−8.2% | Reduced |
| Allen Capital Group, LLC | 20,759 | $6.85M | 0.63% | +1,949+10.4% | Added |
| Lowe Brockenbrough & Co Inc | 20,750 | $6.85M | 0.34% | −558−2.6% | Reduced |
| Inspire Trust Co, N.A. | 20,708 | $6.84M | 1.12% | +3,008+17.0% | Added |
| Checchi Capital Advisers, LLC | 20,678 | $6.83M | 0.46% | −893−4.1% | Reduced |
| SBI Securities Co., Ltd. | 20,670 | $6.82M | 0.18% | −5,403−20.7% | Reduced |
| Ancora Advisors, LLC | 20,662 | $6.82M | 0.14% | −3,815−15.6% | Reduced |
| Harbor Investment Advisory, LLC | 20,544 | $6.78M | 0.51% | +186+0.9% | Added |
| Value Partners Investments Inc. | 20,454 | $6.76M | 0.52% | −1,931−8.6% | Reduced |
| Unison Asset Management LLC | 20,453 | $6.70M | 3.00% | +1,677+8.9% | Added |
| KMG Fiduciary Partners, LLC | 20,163 | $6.66M | 0.47% | +3,895+23.9% | Added |
| Advisors Capital Management, LLC | 20,108 | $6.64M | 0.08% | +377+1.9% | Added |
| Centric Wealth Management | 23,242 | $6.64M | 1.40% | −14,343−38.2% | Reduced |
| Greenwich Wealth Management LLC | 20,009 | $6.61M | 0.29% | −113−0.6% | Reduced |
| Citizens Financial Group Inc | 19,982 | $6.60M | 0.09% | −7,521−27.3% | Reduced |
| San Luis Wealth Advisors LLC | 19,932 | $6.58M | 1.10% | −435−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 19,892 | $6.57M | 0.19% | −16,662−45.6% | Reduced |
| DJE Kapital AG | 19,602 | $6.56M | 0.18% | +19,602 | New |
| Banque Cantonale Vaudoise | 19,739 | $6.51M | 0.23% | +3,789+23.8% | Added |
| Lee Danner & Bass Inc | 19,712 | $6.51M | 0.47% | −369−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 19,707 | $6.51M | 0.14% | −10,399−34.5% | Reduced |
| Anchor Capital Advisors LLC | 19,702 | $6.50M | 0.19% | −5,510−21.9% | Reduced |
| Maven Securities LTD | 19,604 | $6.48M | 0.82% | +19,604 | New |
| Capital Investment Advisors, LLC | 19,488 | $6.43M | 0.10% | −440−2.2% | Reduced |
| Ritholtz Wealth Management | 19,479 | $6.43M | 0.12% | +1,526+8.5% | Added |
| Hilltop Holdings Inc. | 19,447 | $6.42M | 0.39% | −1,281−6.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,394 | $6.42M | 0.13% | +117+0.6% | Added |
| Hantz Financial Services, Inc. | 19,441 | $6.42M | 0.09% | −1,269−6.1% | Reduced |
| Plato Investment Management Ltd | 19,276 | $6.39M | 0.42% | +399+2.1% | Added |
| Biondo Investment Advisors, LLC | 19,338 | $6.38M | 0.77% | −2,720−12.3% | Reduced |
| Taproot Management LP | 19,273 | $6.36M | 1.03% | +19,273 | New |
| Evoke Wealth, LLC | 19,187 | $6.33M | 0.12% | +15+0.1% | Added |
| EFG International AG | 19,062 | $6.29M | 0.12% | +19,062 | New |
| Foundations Investment Advisors, LLC | 19,033 | $6.28M | 0.08% | +1,678+9.7% | Added |
| RNC Capital Management LLC | 19,005 | $6.27M | 0.29% | −6,528−25.6% | Reduced |
| TCG Advisory Services, LLC | 18,931 | $6.25M | 0.17% | +402+2.2% | Added |
| Axxcess Wealth Management, LLC | 18,902 | $6.24M | 0.11% | +611+3.3% | Added |
| Ausdal Financial Partners, Inc. | 18,880 | $6.23M | 0.29% | +2,015+11.9% | Added |
| Profund Advisors LLC | 18,792 | $6.20M | 0.19% | +3,044+19.3% | Added |
| Wedge Capital Management L L P | 18,645 | $6.15M | 0.11% | −6,786−26.7% | Reduced |
| GAMMA Investing LLC | 18,636 | $6.15M | 0.31% | +3,216+20.9% | Added |
| Stelac Advisory Services LLC | 18,610 | $6.14M | 2.17% | +18,610 | New |
| Puzo Michael J | 18,537 | $6.12M | 1.67% | −1,068−5.4% | Reduced |
| Alta Capital Management LLC | 18,495 | $6.11M | 0.41% | −5,638−23.4% | Reduced |
| MMBG Investment Advisors Co. | 18,346 | $6.06M | 0.51% | +103+0.6% | Added |
| Venturi Wealth Management, LLC | 18,332 | $6.05M | 0.27% | +1,882+11.4% | Added |
| Robeco Schweiz AG | 18,261 | $6.03M | 0.14% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 18,240 | $6.02M | 0.42% | −815−4.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,182 | $6.00M | 0.66% | −943−4.9% | Reduced |
| Evergreen Capital Management LLC | 18,153 | $5.99M | 0.13% | −1,714−8.6% | Reduced |
| Victrix Investment Advisors | 18,145 | $5.99M | 2.32% | +3,681+25.4% | Added |
| Bensler, LLC | 18,077 | $5.97M | 0.60% | −158−0.9% | Reduced |
| Stokes Capital Advisors, LLC | 18,050 | $5.96M | 1.36% | −620−3.3% | Reduced |
| Schmidt P J Investment Management Inc | 18,031 | $5.95M | 0.97% | −1,421−7.3% | Reduced |
| Ceera Investments, LLC | 18,014 | $5.95M | 2.30% | −1,015−5.3% | Reduced |
| Tradition Wealth Management, LLC | 17,993 | $5.94M | 0.43% | −1,273−6.6% | Reduced |
| Roundview Capital LLC | 17,979 | $5.94M | 0.37% | +20+0.1% | Added |
| Gabelli Funds LLC | 17,890 | $5.91M | 0.04% | −4,095−18.6% | Reduced |
| Smithbridge Asset Management Inc | 17,872 | $5.90M | 0.50% | +3,499+24.3% | Added |
| Saranac Partners Ltd | 17,821 | $5.88M | 2.30% | +3,347+23.1% | Added |
| Spire Wealth Management | 17,796 | $5.87M | 0.20% | +395+2.3% | Added |
| Greenleaf Trust | 17,782 | $5.87M | 0.05% | −393−2.2% | Reduced |
| Alden Global Capital LLC | 17,750 | $5.86M | 3.05% | +17,750 | New |
| Principle Wealth Partners LLC | 17,676 | $5.84M | 0.33% | +1,223+7.4% | Added |
| Citizens National Bank Trust Department | 17,532 | $5.79M | 1.00% | −490−2.7% | Reduced |
| GTS Securities LLC | 17,532 | $5.79M | 0.20% | +13,113+296.7% | Added |
| Elwood Capital Partners LP | 17,528 | $5.79M | 4.95% | −17,500−50.0% | Reduced |
| Brookstone Capital Management | 17,485 | $5.77M | 0.07% | −230−1.3% | Reduced |
| Wealthspire Advisors, LLC | 17,398 | $5.74M | 0.05% | +5,777+49.7% | Added |
| Americana Partners, LLC | 17,394 | $5.74M | 0.16% | +3,003+20.9% | Added |
| Fieldview Capital Management, LLC | 17,389 | $5.74M | 0.97% | +17,389 | New |
| Clearstead Advisors, LLC | 17,342 | $5.72M | 0.07% | −134−0.8% | Reduced |
| Bellecapital International Ltd. | 17,337 | $5.72M | 1.02% | +889+5.4% | Added |
| Cohen Klingenstein LLC | 17,289 | $5.71M | 0.17% | +39+0.2% | Added |
| Hodges Capital Management Inc. | 17,223 | $5.69M | 0.49% | +161+0.9% | Added |
| Great Waters Wealth Management | 17,197 | $5.68M | 0.62% | −49−0.3% | Reduced |
| Penserra Capital Management LLC | 17,180 | $5.67M | 0.07% | +7,487+77.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 16,995 | $5.65M | 0.54% | +249+1.5% | Added |
| Agf Management Ltd | 17,039 | $5.62M | 0.02% | −877−4.9% | Reduced |
| Icon Wealth Advisors, LLC | 16,956 | $5.62M | 0.37% | +1,355+8.7% | Added |
| Busey Wealth Management | 17,015 | $5.62M | 0.15% | +1,844+12.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 17,001 | $5.61M | 0.44% | +2,127+14.3% | Added |
| Ledyard National Bank | 16,946 | $5.59M | 0.48% | −866−4.9% | Reduced |
| Blue Edge Capital, LLC | 16,813 | $5.55M | 0.74% | +800+5.0% | Added |
| Mutual Advisors, LLC | 16,771 | $5.54M | 0.12% | −957−5.4% | Reduced |
| Consolidated Investment Group LLC | 16,750 | $5.53M | 0.66% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,719 | $5.52M | 0.08% | +550+3.4% | Added |
| DC Investments Management, LLC | 16,692 | $5.51M | 2.44% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 16,690 | $5.51M | 0.08% | −657−3.8% | Reduced |
| International Assets Investment Management, LLC | 226,009 | $5.50M | 0.38% | +212,785+1,609.1% | Added |
| Smith, Salley & Associates | 16,633 | $5.49M | 0.27% | +3,760+29.2% | Added |
| Clear Street Markets LLC | 16,600 | $5.48M | 0.98% | −1,282−7.2% | Reduced |
| Bell Asset Management Ltd | 16,543 | $5.48M | 1.46% | −2,486−13.1% | Reduced |
| Bryn Mawr Trust Co | 16,555 | $5.46M | 0.13% | −336−2.0% | Reduced |
| Nicholas Company, Inc. | 16,547 | $5.46M | 0.10% | 00.0% | Unchanged |
| Winmill & Co. Inc | 16,475 | $5.44M | 1.45% | 00.0% | Unchanged |
| Stolper Co | 16,303 | $5.38M | 1.59% | +387+2.4% | Added |