Stock ownership · SEC 13F · Q4 2025

UNITEDHEALTH GROUP INC

Institutional ownership of UNITEDHEALTH GROUP INC (CUSIP 91324P102) - who holds it, how concentrated it is, and what moved last quarter.

$70.7M
Reported value
20
Institutions
89%
Top-5 share

The verdict

UNITEDHEALTH GROUP INC is a broadly held institutional position - 20 institutions report $70.7M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

20
institutions hold it
$70.7M
reported 13F value
89%
held by top 5
#112
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$70.7M

Institutional 13F value

Institutions

20

Reporting holders

Top-5 concentration

89%

Held by 5 largest

New buyers

17

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%89%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 82.0%

UNITEDHEALTH GROUP INC is more widely held than about 82% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of UNITEDHEALTH GROUP INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a UNITEDHEALTH GROUP INC position has held steady from 20 to 20 over the last 8 quarters of 13F filings.

1020304050 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 20
Distinct 13F filers holding UNITEDHEALTH GROUP INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 88,546 $29.2M 41.3%
2 GROUPAMA ASSET MANAGMENT 59,388 $19.6M 27.7%
3 Anchor Investment Management, LLC 27,949 $9.2M 13.1%
4 Titan Investment Management LLC 8,002 $2.6M 3.7%
5 FLOYD FINANCIAL GROUP LLC 7,496 $2.2M 3.1%
6 MidFirst Bank 6,431 $2.1M 3.0%
7 THRYVE WEALTH MANAGEMENT LLC 3,892 $1.3M 1.8%
8 DGS Capital Management, LLC 3,796 $1.3M 1.8%
9 Tempo Wealth, LLC 2,749 $907K 1.3%
10 KW WEALTH MANAGEMENT LLC 2,677 $884K 1.3%
11 BDFS Capital LLC 1,598 $527K 0.7%
12 INSTRUMENTAL WEALTH, LLC 1,040 $298K 0.4%
13 Westshore Wealth, LLC 607 $200K 0.3%
14 Banque Transatlantique SA 426 $141K 0.2%
15 TD Capital Management LLC 275 $91K 0.1%
16 Bell Investment Advisors, Inc 215 $71K 0.1%
17 Strategic Investment Solutions, Inc. /IL 65 $22K 0.0%
18 Compass Financial Services Inc 31 $10K 0.0%
19 SG Trading Solutions, LLC 6,344 $2K 0.0%
20 CHELSEA COUNSEL CO 1 $331 0.0%

Latest Quarter Activity · Q4 2025

What the data says about UNITEDHEALTH GROUP INC

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold UNITEDHEALTH GROUP INC?
UNITEDHEALTH GROUP INC is held by 20 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of UNITEDHEALTH GROUP INC?
Institutions report $70.7M of UNITEDHEALTH GROUP INC as of Q4 2025.
How concentrated is ownership of UNITEDHEALTH GROUP INC?
The top five institutional holders account for 89% of the reported institutional value in UNITEDHEALTH GROUP INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of UNITEDHEALTH GROUP INC?
Pacer Advisors, Inc. is the largest reported holder of UNITEDHEALTH GROUP INC with $29.2M across 88,546 shares as of Q4 2025.
Where does this UNITEDHEALTH GROUP INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.