Unitedhealth Group Inc
UNHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Unitedhealth Group Inc Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 25, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Athena Investment Management | 2026-03-31 | 12,353 | $3.34M | SEC filing |
| Athena Investment Management | 2025-12-31 | 12,353 | $4.08M | SEC filing |
| Athena Investment Management | 2025-09-30 | 12,353 | $4.27M | SEC filing |
| Athena Investment Management | 2025-06-30 | 12,353 | $3.85M | SEC filing |
| Athena Investment Management | 2025-03-31 | 12,365 | Not shown | SEC filing |
| Athena Investment Management | 2024-12-31 | 12,419 | Not shown | SEC filing |
| Athena Investment Management | 2024-09-30 | 12,611 | Not shown | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2024-09-30 | 231 | Not shown | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2024-06-30 | 417 | Not shown | SEC filing |
| Athena Investment Management | 2024-06-30 | 13,344 | Not shown | SEC filing |
- Each value is checked against Unitedhealth Group Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 5 rows: no share price from within three months of their report dates is on file, so they could not be checked.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Athena Investment Management: 12,353 shares reported 2025-12-31; 12,353 shares reported 2026-03-31.
- Athena Investment Management: 12,353 shares reported 2025-09-30; 12,353 shares reported 2025-12-31.
- Athena Investment Management: 12,353 shares reported 2025-06-30; 12,353 shares reported 2025-09-30.
- Athena Investment Management: 12,365 shares reported 2025-03-31; 12,353 shares reported 2025-06-30.
- Athena Investment Management: 12,419 shares reported 2024-12-31; 12,365 shares reported 2025-03-31.
- Athena Investment Management: 12,611 shares reported 2024-09-30; 12,419 shares reported 2024-12-31.
- Athena Investment Management: 13,344 shares reported 2024-06-30; 12,611 shares reported 2024-09-30.
- 1620 INVESTMENT ADVISORS, INC.: 417 shares reported 2024-06-30; 231 shares reported 2024-09-30.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-23 | Conway Patrick Hugh · Chief Executive Officer, Optum | Common Stock | S — Open market or private sale | −800 | 355.00 | SEC filing |
| 2025-09-11 | Baker Charles D. · Director | Common Stock | S — Open market or private sale | −27 | 356.05 | SEC filing |
| 2025-06-10 | Conway Patrick Hugh · Chief Executive Officer, Optum | Common Stock | S — Open market or private sale | −589 | 305.00 | SEC filing |
| 2025-05-16 | REX JOHN F · President & CFO | Common Stock | P — Open market or private purchase | +17,175 | 291.12 | SEC filing |
| 2025-05-16 | HEMSLEY STEPHEN J · CEO, UHG | Common Stock | P — Open market or private purchase | +86,700 | 288.57 | SEC filing |
| 2025-05-15 | Gil Kristen · Director | Common Stock | P — Open market or private purchase | +3,700 | 271.17 | SEC filing |
| 2025-05-14 | Noseworthy John H · Director | Common Stock | P — Open market or private purchase | +300 | 312.16 | SEC filing |
| 2025-05-14 | FLYNN TIMOTHY PATRICK · Director | Common Stock | P — Open market or private purchase | +1,533 | 320.80 | SEC filing |
Showing 8 of 8 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-23 | FLYNN TIMOTHY PATRICK · Director | Common Stock | A — Grant, award, or other acquisition | +61 | SEC filing |
| 2026-06-23 | HEMSLEY STEPHEN J · CEO, UHG | Common Stock | A — Grant, award, or other acquisition | +46 | SEC filing |
| 2026-06-23 | MONTGOMERY RICE VALERIE MD · Director | Common Stock | A — Grant, award, or other acquisition | +41 | SEC filing |
| 2026-06-23 | Stankiewicz Dennis Andrew · Chief Accounting Officer | Common Stock | A — Grant, award, or other acquisition | +51 | SEC filing |
| 2026-06-23 | Zaetta Christopher R · EVP & Chief Legal Officer | Common Stock | A — Grant, award, or other acquisition | +61 | SEC filing |
| 2026-06-23 | Gottlieb Scott · Director | Common Stock | A — Grant, award, or other acquisition | +3 | SEC filing |
| 2026-06-23 | MCNABB FREDERICK WILLIAM III · Director | Common Stock | A — Grant, award, or other acquisition | +50 | SEC filing |
| 2026-06-23 | GARCIA PAUL R · Director | Common Stock | A — Grant, award, or other acquisition | +13 | SEC filing |
Showing 8 of 24 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.