UNITEDHEALTH GROUP INC - Common Stock (UNH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UNH on NYSE
Shares outstanding
910,743,651
Price per share
$356.26
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
744,147,746
Total reported value
$245,583,368,693
% of total 13F portfolios
0.14%
Share change
+14,583,764
Value change
+$4,739,734,123
Number of holders
3,193
Price from insider filings
$356.26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UNITEDHEALTH GROUP INC - Common Stock (UNH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% $38,432,391,174 91,802,960 The Vanguard Group 30 Apr 2025

As of 31 Dec 2025, 3,193 institutional investors reported holding 744,147,746 shares of UNITEDHEALTH GROUP INC - Common Stock (UNH). This represents 82% of the company’s total 910,743,651 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UNITEDHEALTH GROUP INC - Common Stock (UNH) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 91,600,260 +1.1% 0.44% $30,238,161,829
BlackRock, Inc. 8.2% 74,743,552 +0.61% 0.42% $24,673,593,995
STATE STREET CORP 5% 45,232,170 +2.5% 0.5% $14,931,591,639
Capital World Investors 2.5% 22,591,042 +3.8% 1% $7,457,722,927
GEODE CAPITAL MANAGEMENT, LLC 2.4% 21,791,590 +0.03% 0.44% $7,175,515,873
PRICE T ROWE ASSOCIATES INC /MD/ 2.1% 18,829,054 +3.7% 0.67% $6,215,660,000
Capital International Investors 2% 18,655,111 +6.6% 0.97% $6,158,733,817
JPMORGAN CHASE & CO 1.9% 17,199,093 -7.3% 0.38% $5,677,593,749
MORGAN STANLEY 1.7% 15,790,095 +3.6% 0.31% $5,212,469,427
WELLINGTON MANAGEMENT GROUP LLP 1.7% 15,688,774 -5% 0.91% $5,179,021,185
NORGES BANK 1.5% 13,256,692 0.47% $4,376,166,596
FMR LLC 1.4% 12,699,042 -7.2% 0.21% $4,192,080,593
BANK OF AMERICA CORP /DE/ 1.1% 9,615,825 -8% 0.23% $3,174,279,997
Dodge & Cox 1% 9,172,769 -3.5% 1.6% $3,028,022,775
Bank of New York Mellon Corp 1% 9,157,234 +18% 0.53% $3,022,894,171
NORTHERN TRUST CORP 0.97% 8,846,910 -2.9% 0.37% $2,920,453,460
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.93% 8,440,352 +4.7% 0.43% $2,786,247,842
ROYAL BANK OF CANADA 0.89% 8,069,092 -1.5% 0.47% $2,663,688,000
Amundi 0.81% 7,356,057 +27% 0.75% $2,428,309,488
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.8% 7,250,848 +5.4% 0.51% $2,393,577,432
ALLIANCEBERNSTEIN L.P. 0.74% 6,715,914 +4.5% 0.7% $2,216,990,371
FRANKLIN RESOURCES INC 0.7% 6,419,703 +10% 0.52% $2,119,208,287
Capital Research Global Investors 0.69% 6,261,798 -52% 0.38% $2,067,084,892
GOLDMAN SACHS GROUP INC 0.68% 6,187,560 +19% 0.29% $2,042,575,391
Legal & General Group Plc 0.67% 6,059,197 -3.2% 0.44% $2,000,201,523

Institutional Holders of UNITEDHEALTH GROUP INC - Common Stock (UNH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 744,147,746 $245,583,368,693 +$4,739,734,123 $330.11 3,193
2025 Q3 732,986,030 $253,117,812,720 -$12,712,253,576 $345.30 3,134
2025 Q2 771,542,028 $240,595,782,361 -$10,571,955,245 $311.97 3,131
2025 Q1 797,598,075 $417,643,400,722 -$5,449,198,502 $523.75 3,567
2024 Q4 806,973,684 $408,449,626,515 -$2,857,547,861 $505.86 3,642
2024 Q3 808,399,065 $472,751,670,791 +$536,968,408 $584.68 3,438
2024 Q2 807,195,884 $410,870,744,205 +$3,698,568,008 $509.26 3,373
2024 Q1 804,409,692 $397,895,565,873 -$3,596,367,294 $494.70 3,353
2023 Q4 811,684,815 $427,337,906,406 +$1,269,099,237 $526.47 3,398
2023 Q3 807,047,993 $407,064,409,089 +$29,840,695 $504.19 3,124
2023 Q2 807,436,870 $388,009,732,260 -$2,012,490,472 $480.64 3,114
2023 Q1 808,474,510 $382,197,287,112 -$4,024,513,372 $472.59 3,088
2022 Q4 820,780,873 $434,962,144,637 +$1,640,479,205 $530.18 3,132
2022 Q3 819,110,695 $413,921,310,921 -$2,861,075,687 $505.04 2,979
2022 Q2 820,943,270 $421,685,534,400 +$3,837,211,427 $513.63 2,942
2022 Q1 819,430,583 $418,020,136,225 -$1,922,096,975 $509.97 2,945
2021 Q4 822,461,953 $412,886,970,243 +$338,188,515 $502.14 2,881
2021 Q3 821,230,329 $321,038,610,215 -$552,649,201 $390.74 2,551
2021 Q2 822,505,331 $329,392,618,180 -$386,283,681 $400.44 2,572
2021 Q1 824,687,305 $306,832,275,208 -$977,228,421 $372.07 2,499
2020 Q4 827,090,816 $289,956,485,062 -$466,235,188 $350.68 2,452
2020 Q3 828,412,014 $258,095,751,488 -$1,380,200,918 $311.77 2,225
2020 Q2 831,401,889 $245,173,503,951 +$946,598,999 $294.95 2,198
2020 Q1 828,591,495 $206,700,628,181 -$902,851,686 $249.38 2,111
2019 Q4 831,497,003 $244,410,496,940 +$4,262,491,701 $293.98 2,141
2019 Q3 817,814,325 $177,746,706,650 -$679,874,128 $217.32 1,919
2019 Q2 820,128,299 $200,149,457,462 +$2,194,054,046 $244.01 1,958
2019 Q1 822,580,784 $203,293,589,344 -$1,650,638,833 $247.26 1,935
2018 Q4 829,024,469 $206,445,174,466 -$232,037,974 $249.12 1,912
2018 Q3 829,653,941 $220,664,130,485 -$342,745,929 $266.04 1,778
2018 Q2 830,811,550 $203,739,016,882 +$1,079,992,301 $245.34 1,748
2018 Q1 826,325,808 $176,862,430,832 -$2,978,243,866 $214.00 1,689
2017 Q4 840,816,264 $185,323,943,437 -$843,645,743 $220.46 1,670
2017 Q3 842,606,387 $165,023,669,677 +$407,639,540 $195.85 1,512
2017 Q2 845,738,353 $156,849,786,642 +$1,526,860,951 $185.42 1,483
2017 Q1 837,434,016 $137,407,667,394 +$12,550,148,227 $164.01 1,444
2016 Q4 829,738,686 $132,829,365,759 -$302,961,073 $160.04 1,409
2016 Q3 828,084,346 $115,891,312,157 +$305,807,048 $140.00 1,268
2016 Q2 825,999,203 $116,641,974,949 -$1,455,277,721 $141.20 1,255
2016 Q1 836,111,755 $107,774,612,079 -$305,615,744 $128.90 1,207
2015 Q4 837,394,016 $98,528,676,253 -$435,724,910 $117.64 1,214
2015 Q3 840,466,263 $97,501,305,016 +$1,394,221,830 $116.01 1,189
2015 Q2 831,731,629 $101,471,885,223 -$317,727,770 $122.00 1,193
2015 Q1 833,208,161 $98,508,478,681 -$1,347,114,778 $118.29 1,152
2014 Q4 847,287,749 $85,693,945,140 -$827,349,531 $101.09 1,097
2014 Q3 853,666,417 $73,636,084,434 -$1,181,179,717 $86.25 964
2014 Q2 866,467,635 $70,841,559,091 -$570,398,183 $81.75 958
2014 Q1 874,780,380 $71,713,477,668 +$628,155,467 $81.99 945