UnitedHealth

UNITEDHEALTH GROUP INC

CIK 0000731766 · UNH NYSE

SIC
6324 · Hospital and Medical Service Plans
Type
Operating
Status
Public
Filer
Large accelerated filer
Incorporated
Delaware
FY End
Dec 31

Business Summary

UnitedHealth Group Incorporated (NYSE: UNH) is the largest U.S. health care and well-being company, operating through two complementary platforms: Optum (health services including care delivery, data analytics, pharmacy benefits, and financial services) and UnitedHealthcare (health insurance and benefits). CMS premiums accounted for 44% of total consolidated 2025 revenues. As of December 31, 2025, the company employed more than 390,000 people, including nearly 165,000 clinical professionals.

Products & Services

  • UnitedHealthcare Medicare & Retirement: Medicare Advantage plans (8.4 million members), Medicare Part D (10.4 million participants), Medicare Supplement (4.3 million seniors); HouseCalls program conducted 3.1 million clinical home visits in 2025
  • UnitedHealthcare Employer & Individual: Risk-based and self-funded health benefits for 29.7 million people, ranging from individuals to large national employers; includes dental, vision, accident, disability, and hospital indemnity
  • UnitedHealthcare Community & State: Medicaid and public programs serving 7.4 million people across 32 states and...
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AI-generated summary of Item 1 (Business) from the 10-K filed Mar 2, 2026 — View filing on SEC.gov. May contain errors — refer to the filing for authoritative information.

Institutional holders · 13F

Q2 2026
3,407 managers reported a position for Q2 2026 +340 vs Q1 2026
Largest holders Reported value
BlackRock Inc $31.9B
VANGUARD CAPITAL MANAGEMENT LLC $24.7B
STATE STREET CORPORATION $19.0B
Capital World Investors $12.4B
FMR LLC $11.6B
All institutional holders Holders of CUSIP 91324P102

Annual results · 10-K

Fiscal 2025
Revenue
$447.6B
Net income
$12.1B

As reported in the fiscal 2025 annual report.

Financial statements View the filing

Funds & ETFs · N-PORT

Securities

CUSIP Security Type
91324P102 UNH UNITEDHEALTH GROUP INC Common stock

Insider trades · Form 4

-$945K net open-market insider transactions, last 12 months 0 filings with purchases ($0), 3 filings with sales ($945K)

Latest filings

All UnitedHealth insider trades

5%+ holders · 13D/G

2 filers
Filer % of class Filed
STATE STREET CORPORATION 13G 5.0% 2026-08-07
VANGUARD CAPITAL MANAGEMENT LLC 13G 7.5% 2026-04-30

Latest Schedule 13D or 13G from each filer; stakes a filer has reported closed are left out.

Federal lobbying · LD-2

$9.3M reported spend, four quarters through Q3 2026
UnitedHealth lobbying profile

Latest SEC filings

All filings →
Form Description Filed
8-K Current Report 2026-11-09
S-8 Employee Plan Registration 2026-11-03
S-8 Employee Plan Registration 2026-11-03
S-8 Employee Plan Registration 2026-11-03
10-Q Quarterly Report 2026-11-03
8-K Current Report 2026-10-13
4 Insider Transaction · John H Noseworthy 2026-10-05
4 Insider Transaction · Valerie Montgomery Rice Md 2026-10-05
4 Insider Transaction · Frederick William Mcnabb III 2026-10-05
4 Insider Transaction · Scott Gottlieb 2026-10-05

Recent Signals

  1. New Form 13-F by LOCUST WOOD CAPITAL ADVISERS, LLC — opens UNITEDHEALTH GROUP INC (UNH) position ($105.7M), opens AMRIZE LTD (AMRZ) position ($100.8M), exits 1 position(s) ($106.6M) (Q2 2026) UNH
  2. New Form 13-F by ARMISTICE CAPITAL, LLC — exits 209 position(s) ($2.5B), portfolio shrinks 49.3% to $4.3B, opens UNITEDHEALTH GROUP INC (UNH) position ($40.0M) (Q1 2026) UNH
  3. New Form 13-F by Spear Holdings RSC Ltd — opens UnitedHealth Group Inc (UNH) position ($67.6M), opens Ishares China Large-Cap Etf (FXI) position ($66.2M), opens Meta Platforms Inc (META) position ($53.3M) (Q1 2026) UNH
  4. New Form 13-F by Hudson Bay Capital Management LP — exits 346 position(s) ($4.2B), opens UNITEDHEALTH GROUP INC (UNH) position ($189.4M), opens UNITEDHEALTH GROUP INC (UNH) position ($189.4M) (Q1 2026) UNH
  5. New Form 13-F by Altrafin AG — exits 65 position(s) ($134.7M), increases UNITEDHEALTH GROUP INC (UNH) 806%, increases NOVO-NORDISK A S (NVO) 450% (Q1 2025) UNH

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