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
- 3,054
- −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
- 1,399 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 |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 1,604 | $434.0K | 0.06% | −238−12.9% | Reduced |
| Legacy Wealth Advisors, LLC | 1,605 | $434.3K | 0.22% | +189+13.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,606 | $434.6K | 0.09% | +20+1.3% | Added |
| Copley Financial Group, Inc. | 1,608 | $435.1K | 0.26% | −90−5.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,608 | $435.1K | 0.07% | +1,608 | New |
| Diligent Investors, LLC | 1,608 | $435.1K | 0.11% | +229+16.6% | Added |
| Washington Trust Co | 1,609 | $435.4K | 0.01% | +258+19.1% | Added |
| Cushing Capital Partners, LLC | 1,610 | $435.8K | 0.33% | +1,610 | New |
| LMG Wealth Partners, LLC | 1,611 | $435.9K | 0.08% | +11+0.7% | Added |
| Means Investment Co., Inc. | 1,619 | $438.1K | 0.04% | −93−5.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,621 | $438.5K | 0.11% | +78+5.1% | Added |
| First National Bank Sioux Falls | 1,387 | $438.8K | 0.12% | −183−11.7% | Reduced |
| Soundwatch Capital LLC | 1,626 | $440.0K | 0.06% | −16−1.0% | Reduced |
| J. Derek Lewis & Associates Inc. | 1,732 | $441.6K | 0.10% | +193+12.5% | Added |
| Droms Strauss Advisors Inc | 1,637 | $443.0K | 0.12% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 1,638 | $443.1K | 0.29% | −24−1.4% | Reduced |
| Clearwave Capital, LLC | 1,639 | $443.6K | 0.30% | +11+0.7% | Added |
| Thrive Wealth Management, LLC | 1,642 | $444.3K | 0.07% | −29−1.7% | Reduced |
| Fairscale Capital, LLC | 1,649 | $446.3K | 0.31% | −55−3.2% | Reduced |
| Cascade Financial Partners, LLC | 1,652 | $447.1K | 0.05% | −375−18.5% | Reduced |
| Root Financial Partners, LLC | 1,652 | $447.1K | 0.02% | +35+2.2% | Added |
| Cambridge Advisors Inc. | 1,655 | $447.8K | 0.09% | −467−22.0% | Reduced |
| Genesee Capital Advisors, LLC | 1,660 | $449.1K | 0.19% | +17+1.0% | Added |
| Eads & Heald Wealth Management | 1,660 | $449.2K | 0.22% | −430−20.6% | Reduced |
| Claris Advisors, LLC | 1,663 | $450.0K | 0.13% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,663 | $450.0K | 0.34% | −620−27.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,671 | $452.2K | 0.05% | +237+16.5% | Added |
| Consolidated Planning Corp | 1,674 | $453.0K | 0.07% | +807+93.1% | Added |
| Intrua Financial, LLC | 1,675 | $453.2K | 0.05% | −359−17.6% | Reduced |
| Detalus Advisors, LLC | 1,679 | $454.4K | 0.10% | −2−0.1% | Reduced |
| Mosley Wealth Management | 1,317 | $454.8K | 0.21% | +16+1.2% | Added |
| Weaver Consulting Group | 1,682 | $455.1K | 0.11% | −66−3.8% | Reduced |
| KC Investment Advisors, LLC | 1,684 | $455.8K | 0.11% | +321+23.6% | Added |
| 1015 Capital Partners, LLC | 1,686 | $456.2K | 0.44% | −38−2.2% | Reduced |
| White Lighthouse Investment Management Inc. | 1,686 | $456.3K | 0.06% | −130−7.2% | Reduced |
| Reflection Asset Management | 1,662 | $457.9K | 0.28% | +622+59.8% | Added |
| CLG LLC | 1,693 | $458.0K | 0.11% | +45+2.7% | Added |
| Horizon Kinetics Asset Management LLC | 1,695 | $458.6K | 0.00% | +100+6.3% | Added |
| Novak & Powell Financial Services, Inc. | 1,696 | $458.9K | 0.25% | +75+4.6% | Added |
| Jackson Thornton Asset Management, LLC | 1,508 | $458.9K | 0.04% | −139−8.4% | Reduced |
| Moseley Investment Management Inc | 1,696 | $459.0K | 0.15% | −197−10.4% | Reduced |
| Mad River Investors | 1,700 | $460.0K | 0.17% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,702 | $460.5K | 0.34% | +540+46.5% | Added |
| Voya Financial Advisors, Inc. | 1,782 | $461.5K | 0.05% | −736−29.2% | Reduced |
| TFR Capital, LLC. | 1,709 | $462.4K | 0.14% | +818+91.8% | Added |
| Clarus Wealth Advisors | 1,504 | $462.8K | 0.20% | +449+42.6% | Added |
| Drive Wealth Management, LLC | 1,711 | $463.0K | 0.10% | −656−27.7% | Reduced |
| Prudent Man Advisors, LLC | 1,713 | $463.5K | 0.14% | +279+19.5% | Added |
| Valtinson Bruner Financial Planning LLC | 1,715 | $464.0K | 0.13% | +7+0.4% | Added |
| Golden State Wealth Management, LLC | 1,718 | $465.0K | 0.05% | +121+7.6% | Added |
| Financial Network Wealth Management LLC | 1,719 | $465.0K | 0.15% | −232−11.9% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,721 | $465.8K | 0.33% | +22+1.3% | Added |
| Pacitti Group Inc. | 1,723 | $466.3K | 0.17% | +8+0.5% | Added |
| FRG Family Wealth Advisors LLC | 1,725 | $466.8K | 0.08% | −7−0.4% | Reduced |
| Park National Corp | 1,727 | $467.3K | 0.01% | +423+32.4% | Added |
| GenTrust, LLC | 1,730 | $468.1K | 0.02% | +577+50.0% | Added |
| Aviso Wealth Management | 1,731 | $468.4K | 0.21% | +414+31.4% | Added |
| BDFS Capital LLC | 1,739 | $470.5K | 0.23% | +141+8.8% | Added |
| Rexford Capital Inc | 1,741 | $471.1K | 0.34% | +143+8.9% | Added |
| Range Advisory, LLC | 1,743 | $471.5K | 0.09% | +381+28.0% | Added |
| Trust Co of the South | 1,744 | $471.9K | 0.08% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,744 | $472.0K | 0.23% | −22−1.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,745 | $472.4K | 0.11% | +518+42.2% | Added |
| Amplius Wealth Advisors, LLC | 1,746 | $472.6K | 0.04% | −330−15.9% | Reduced |
| My Personal CFO, LLC | 1,754 | $474.6K | 0.21% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 1,758 | $475.7K | 0.25% | −99−5.3% | Reduced |
| Aurora Private Wealth, Inc. | 1,449 | $476.0K | 0.34% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 1,378 | $476.7K | 0.05% | +1,378 | New |
| Nabity-Jensen Investment Management Inc | 1,762 | $476.8K | 0.33% | −337−16.1% | Reduced |
| First Interstate Bank | 1,770 | $478.9K | 0.03% | −8,927−83.5% | Reduced |
| Agate Pass Investment Management, LLC | 1,771 | $479.2K | 0.19% | +80+4.7% | Added |
| Sierra Capital LLC | 1,779 | $481.0K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,779 | $481.3K | 0.03% | −11,536−86.6% | Reduced |
| Freedom Financial Partners LLC | 1,780 | $481.7K | 0.17% | +1+0.1% | Added |
| Summit Wealth Group LLC | 1,789 | $484.2K | 0.05% | +500+38.8% | Added |
| Summit Wealth Group, LLC | 1,790 | $484.4K | 0.11% | +145+8.8% | Added |
| Storgate, LLC | 1,790 | $484.4K | 0.38% | +898+100.7% | Added |
| Wealth Management Partners, LLC | 1,797 | $485.0K | 0.14% | −35−1.9% | Reduced |
| Canandaigua National Corp | 1,793 | $485.2K | 0.04% | +1,793 | New |
| Sage Private Wealth Group, LLC | 1,804 | $488.2K | 0.25% | +50+2.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,804 | $488.2K | 0.03% | −163−8.3% | Reduced |
| Waterfront Wealth Inc. | 1,812 | $490.3K | 0.09% | +1,812 | New |
| North Star Investment Management Corp. | 1,816 | $491.3K | 0.03% | −5−0.3% | Reduced |
| Traynor Capital Management, Inc. | 1,879 | $491.9K | 0.03% | +360+23.7% | Added |
| Presidio Capital Management, LLC | 1,821 | $492.7K | 0.14% | −338−15.7% | Reduced |
| PeakShares LLC | 1,823 | $493.3K | 0.45% | +524+40.3% | Added |
| Element Wealth, LLC | 1,825 | $493.9K | 0.20% | +88+5.1% | Added |
| 180 Wealth Advisors, LLC | 1,830 | $495.1K | 0.06% | +555+43.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $495.4K | 0.00% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,834 | $496.3K | 0.27% | +88+5.0% | Added |
| TopTier Wealth Management, LLC | 1,842 | $498.5K | 0.31% | −213−10.4% | Reduced |
| Foundation Wealth Management, LLC | 1,844 | $499.0K | 0.18% | +24+1.3% | Added |
| Keating Financial Advisory Services, Inc. | 1,846 | $499.5K | 0.08% | −3,152−63.1% | Reduced |
| Farmers Trust Co | 1,848 | $500.1K | 0.08% | +67+3.8% | Added |
| AlphaStar Capital Management, LLC | 1,850 | $500.5K | 0.04% | +290+18.6% | Added |
| Keb Asset Management, LLC | 1,850 | $500.6K | 0.10% | −117−5.9% | Reduced |
| Weinberger Asset Management, Inc | 1,855 | $501.8K | 0.19% | −13−0.7% | Reduced |
| Burns Matteson Capital Management, LLC | 1,858 | $502.8K | 0.20% | −4,594−71.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,863 | $504.0K | 0.05% | +615+49.3% | Added |
| Klingman & Associates, LLC | 1,866 | $504.9K | 0.02% | +62+3.4% | Added |