UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q1 2026
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,055
- −204 vs. Q4 2025
- Shares held
- 748.4M
- +103.7M (+16.1%) vs. Q4 2025
- Total value
- $202.4B
- −$10.5B (−4.9%) vs. Q4 2025
- New holders
- 193
- 1,206 more added
- Sold out
- 397
- 1,400 more reduced
53 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 1 | $271 | 0.00% | −99−99.0% | Reduced |
| CGC Financial Services, LLC | 1 | $271 | 0.00% | −17−94.4% | Reduced |
| Nvest Wealth Strategies, Inc. | 1 | $271 | 0.00% | −13−92.9% | Reduced |
| Chelsea Counsel Co | 1 | $271 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $271 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $323 | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 2 | $541 | 0.00% | +2 | New |
| Walsh & Associates, LLC | 2 | $541 | 0.00% | +2 | New |
| Hoey Investments, Inc | 3 | $812 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 4 | $1.08K | 0.00% | −3−42.9% | Reduced |
| Orion Capital Management LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $1.35K | 0.00% | −289−98.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.35K | 0.00% | −4−44.4% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 6 | $1.62K | 0.00% | −10−62.5% | Reduced |
| Arcadia Investment Management Corp | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 6 | $1.64K | 0.00% | +6 | New |
| Nalls Sherbakoff Group, LLC | 7 | $1.89K | 0.00% | −75−91.5% | Reduced |
| Carolina Wealth Advisors, LLC | 8 | $2.17K | 0.00% | −28−77.8% | Reduced |
| Breakwater Investment Management | 8 | $2.17K | 0.00% | −2−20.0% | Reduced |
| Game Plan Financial Advisors, LLC | 9 | $2.44K | 0.00% | +3+50.0% | Added |
| Tripletail Wealth Management, LLC | 9 | $2.50K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $2.71K | 0.00% | −15−60.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 10 | $2.71K | 0.00% | +10 | New |
| Main Street Group, LTD | 10 | $2.71K | 0.00% | +10 | New |
| Fairway Wealth LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 11 | $2.98K | 0.00% | +7+175.0% | Added |
| First Pacific Financial | 11 | $2.98K | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 12 | $3.25K | 0.00% | +5+71.4% | Added |
| Catherine Avery Investment Management LLC | 13 | $3.52K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $3.79K | 0.01% | −291−95.4% | Reduced |
| LM Advisors LLC | 1,060 | $3.92K | 0.08% | −565−34.8% | Reduced |
| Harvest Fund Management Co., Ltd | 13 | $4.00K | 0.00% | −630−98.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 15 | $4.06K | 0.02% | −32−68.1% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $4.33K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 16 | $4.33K | 0.00% | +9+128.6% | Added |
| Portus Wealth Advisors, LLC | 16 | $4.33K | 0.00% | +16 | New |
| Legacy Bridge, LLC | 16 | $4.33K | 0.00% | −48−75.0% | Reduced |
| RMG Wealth Management LLC | 12 | $4.61K | 0.00% | −26−68.4% | Reduced |
| SWAN Capital LLC | 17 | $4.70K | 0.00% | −7−29.2% | Reduced |
| Goodman Advisory Group, LLC | 18 | $4.87K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 19 | $5.14K | 0.67% | +19 | New |
| CDKV Holdings LLC | 21 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $6.33K | 0.22% | −7−25.9% | Reduced |
| Investors Portfolio Services LLC | 22 | $6.35K | 0.01% | −101−82.1% | Reduced |
| Bare Financial Services, Inc | 24 | $6.49K | 0.00% | +5+26.3% | Added |
| Godsey & Gibb Associates | 25 | $6.76K | 0.00% | −8−24.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 26 | $7.04K | 0.00% | +26 | New |
| Marshall Investment Management, LLC | 27 | $7.18K | 0.00% | +27 | New |
| Park Square Financial Group, LLC | 27 | $7.31K | 0.06% | −37−57.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 28 | $7.58K | 0.00% | +7+33.3% | Added |
| Albion Financial Group | 28 | $7.58K | 0.00% | −47−62.7% | Reduced |
| Graney & King, LLC | 28 | $7.58K | 0.00% | −33−54.1% | Reduced |
| Old Second National Bank of Aurora | 29 | $7.85K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $8.12K | 0.00% | −3−9.1% | Reduced |
| Philadelphia Investment Partners, LLC | 30 | $8.12K | 0.01% | +30 | New |
| Chapman Financial Group, LLC | 33 | $8.93K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 33 | $8.93K | 0.00% | +25+312.5% | Added |
| Curio Wealth, LLC | 35 | $9.36K | 0.00% | −115−76.7% | Reduced |
| Mechanics Financial Corp | 35 | $9.47K | 0.00% | −12−25.5% | Reduced |
| Wedbush Fund Advisers, LLC | 35 | $9.47K | 0.00% | +35 | New |
| Basso Capital Management, L.P. | 36 | $9.74K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 36 | $9.79K | 0.01% | −37−50.7% | Reduced |
| Burk Holdings LLC | 37 | $10.0K | 0.00% | +37 | New |
| Tacita Capital Inc | 38 | $10.3K | 0.01% | −4−9.5% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 39 | $10.6K | 0.05% | +39 | New |
| DecisionPoint Financial, LLC | 39 | $10.6K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 39 | $10.6K | 0.01% | +39 | New |
| Morton Brown Family Wealth, LLC | 40 | $10.8K | 0.00% | +18+81.8% | Added |
| Protective Life Corp | 41 | $11.1K | 0.04% | +41 | New |
| Halbert Hargrove Global Advisors, LLC | 41 | $11.1K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 42 | $11.4K | 0.01% | −487−92.1% | Reduced |
| Corsicana & Co. | 23 | $12.0K | 0.01% | −1,475−98.5% | Reduced |
| Seneschal Advisors, LLC | 46 | $12.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 47 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 47 | $12.7K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 50 | $13.5K | 0.02% | −110−68.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 51 | $13.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 52 | $14.1K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 52 | $14.1K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 34 | $14.1K | 0.01% | −33−49.3% | Reduced |
| Kimelman & Baird, LLC | 54 | $14.6K | 0.00% | −21−28.0% | Reduced |
| United Financial Planning Group LLC | 54 | $14.6K | 0.01% | +39+260.0% | Added |
| Insight Financial Services | 55 | $15.1K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 57 | $15.4K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 61 | $15.9K | 0.01% | +20+48.8% | Added |
| Clark Wealth Partners | 59 | $16.0K | 0.01% | +36+156.5% | Added |
| Battery Global Advisors, LLC | 60 | $16.1K | 0.01% | +54+900.0% | Added |
| Principia Wealth Advisory, LLC | 60 | $16.2K | 0.01% | +9+17.6% | Added |
| WealthCollab, LLC | 61 | $16.5K | 0.01% | +16+35.6% | Added |
| Gill Capital Partners, LLC | 62 | $16.8K | 0.00% | +62 | New |
| Forum Finance Group S.A. | 70 | $17.0K | 0.01% | +70 | New |