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
According to SEC Form 13F-HR filings in this corpus, UNITEDHEALTH GROUP INC ranks #183 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 20 institutions report $70.7M 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
- #183
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, UNITEDHEALTH GROUP INC ranks #183 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 91324P102 · Q4 2025 $71M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-HEAVY #183/775
- HOLDERS-NARROW 20 filers
- CONC-DOM 89% top-5
- PHOTO-FINISH ENTERGY NEW
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ENTERGY CORP NEW
Read with: Ownership concentration guide - UNITEDHEALTH GROUP INC's top-five holders account for 89% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · UNITEDHEALTH GROUP INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
UNITEDHEALTH GROUP INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
20 Top 18% higher than 82% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among UNITEDHEALTH GROUP INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for UNITEDHEALTH GROUP INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($70.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (20 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.