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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Brady Family Wealth, LLC | 1,868 | $505.5K | 0.16% | −987−34.6% | Reduced |
| JSF Financial, LLC | 1,871 | $506.4K | 0.10% | +1,871 | New |
| Glen Eagle Advisors, LLC | 1,873 | $506.9K | 0.07% | −582−23.7% | Reduced |
| Tiemann Investment Advisors, LLC | 1,874 | $507.3K | 0.20% | −157−7.7% | Reduced |
| Strategies Wealth Advisors, LLC | 1,879 | $508.3K | 0.05% | −368−16.4% | Reduced |
| a16z Perennial Management, L.P. | 1,879 | $508.4K | 0.04% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,879 | $508.6K | 0.31% | −1,817−49.2% | Reduced |
| Silver Oak Securities, Inc | 1,880 | $508.8K | 0.04% | −860−31.4% | Reduced |
| Parisi Gray Wealth Management | 1,889 | $511.2K | 0.12% | −31−1.6% | Reduced |
| Ethos Financial Group, LLC | 1,893 | $511.8K | 0.04% | −35−1.8% | Reduced |
| DGS Capital Management, LLC | 1,892 | $512.0K | 0.08% | −1,904−50.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,386 | $512.5K | 0.32% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,334 | $512.8K | 0.39% | −122−8.4% | Reduced |
| Arrow Financial Corp | 1,900 | $514.1K | 0.05% | −1,327−41.1% | Reduced |
| Michels Family Financial, LLC | 1,903 | $514.9K | 0.37% | +846+80.0% | Added |
| Redhawk Wealth Advisors, Inc. | 1,908 | $516.2K | 0.06% | −193−9.2% | Reduced |
| Peak Asset Management, LLC | 1,912 | $517.4K | 0.09% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 1,918 | $519.1K | 0.14% | +173+9.9% | Added |
| Bull Harbor Capital LLC | 1,922 | $520.0K | 0.14% | +1,922 | New |
| Coco Enterprises, LLC | 1,846 | $520.2K | 0.26% | +42+2.3% | Added |
| Twin Focus Capital Partners, LLC | 1,925 | $520.9K | 0.06% | −27−1.4% | Reduced |
| 55 North Private Wealth, LLC | 1,927 | $521.4K | 0.13% | +41+2.2% | Added |
| First American Trust, FSB | 1,930 | $522.1K | 0.04% | −62−3.1% | Reduced |
| Saxon Interests, Inc. | 1,930 | $522.1K | 0.18% | −945−32.9% | Reduced |
| Financial Security Advisor, Inc. | 1,932 | $522.9K | 0.10% | −289−13.0% | Reduced |
| Virtue Asset Management LLC | 1,934 | $523.3K | 0.42% | −278−12.6% | Reduced |
| HCR Wealth Advisors | 1,937 | $524.3K | 0.05% | −42−2.1% | Reduced |
| Ifrah Financial Services, Inc. | 1,939 | $524.6K | 0.14% | −62−3.1% | Reduced |
| Keystone Financial Group | 1,840 | $525.1K | 0.04% | +193+11.7% | Added |
| Syntegra Private Wealth Group, LLC | 1,942 | $525.6K | 0.05% | +92+5.0% | Added |
| CFO4Life Group, LLC | 1,943 | $525.8K | 0.08% | −602−23.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,945 | $526.3K | 0.31% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 1,946 | $526.7K | 0.43% | +729+59.9% | Added |
| TRB Wealth Management, LLC | 1,948 | $527.1K | 0.07% | +1,948 | New |
| WMS Group LLC | 1,949 | $527.4K | 0.77% | 00.0% | Unchanged |
| NCP Inc. | 1,950 | $527.7K | 0.88% | −1,766−47.5% | Reduced |
| McLean Asset Management Corp | 1,951 | $528.0K | 0.09% | −49−2.5% | Reduced |
| Landing Point Financial Group, LLC | 1,952 | $528.2K | 0.26% | −45−2.3% | Reduced |
| Westover Capital Advisors, LLC | 1,955 | $529.0K | 0.10% | −183−8.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,956 | $529.3K | 0.02% | −214−9.9% | Reduced |
| MBL Wealth, LLC | 1,958 | $529.8K | 0.04% | −2−0.1% | Reduced |
| WealthTrust Axiom LLC | 1,961 | $530.7K | 0.13% | −5−0.3% | Reduced |
| Grandview Asset Management LLC | 1,965 | $531.7K | 0.16% | −1,413−41.8% | Reduced |
| Bell Bank | 1,966 | $532.0K | 0.02% | −1,179−37.5% | Reduced |
| Welch & Forbes LLC | 1,969 | $532.8K | 0.01% | −1,093−35.7% | Reduced |
| Blackhawk Capital Partners LLC. | 1,970 | $533.1K | 0.20% | −1,221−38.3% | Reduced |
| Ardent Capital Management, Inc. | 1,970 | $533.1K | 0.23% | −25−1.3% | Reduced |
| Abacus Planning Group, Inc. | 1,971 | $533.3K | 0.07% | −228−10.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,977 | $534.9K | 0.53% | +9+0.5% | Added |
| Mustico Financial Group, Inc. | 1,621 | $534.9K | 0.40% | +874+117.0% | Added |
| Pinnacle Bancorp, Inc. | 1,979 | $535.5K | 0.16% | +70+3.7% | Added |
| Forefront Analytics, LLC | 1,983 | $536.6K | 0.49% | +531+36.6% | Added |
| Sawgrass Asset Management LLC | 1,984 | $536.8K | 0.08% | −49−2.4% | Reduced |
| Smart Portfolios, LLC | 1,985 | $537.1K | 0.54% | +145+7.9% | Added |
| 1st Source Bank | 1,987 | $537.7K | 0.03% | +219+12.4% | Added |
| Synergy Investment Management, LLC | 1,990 | $538.4K | 0.18% | −86−4.1% | Reduced |
| Jacobs Equity LLC | 1,993 | $539.3K | 0.48% | +300+17.7% | Added |
| Secure Asset Management, LLC | 2,001 | $541.4K | 0.09% | −39−1.9% | Reduced |
| True North Advisors, LLC | 2,005 | $542.6K | 0.06% | −1,062−34.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,007 | $543.1K | 0.35% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,010 | $543.9K | 0.14% | +102+5.3% | Added |
| AXS Investments LLC | 2,011 | $544.2K | 0.22% | −397−16.5% | Reduced |
| AXA S.A. | 2,013 | $544.7K | 0.21% | −200−9.0% | Reduced |
| Lifeworks Advisors, LLC | 2,017 | $545.9K | 0.07% | +291+16.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 2,019 | $546.3K | 0.31% | −144−6.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,022 | $547.1K | 0.06% | −17−0.8% | Reduced |
| Blue Chip Partners, Inc. | 2,023 | $547.4K | 0.04% | −48,291−96.0% | Reduced |
| Certified Advisory Corp | 2,024 | $547.8K | 0.05% | −3−0.1% | Reduced |
| Stokes Family Office, LLC | 2,025 | $547.9K | 0.06% | −792−28.1% | Reduced |
| First Growth Capital LLC | 2,002 | $548.5K | 0.50% | +2+0.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,027 | $548.6K | 0.14% | −1,051−34.1% | Reduced |
| Regal Investment Advisors LLC | 2,031 | $549.6K | 0.03% | −2,536−55.5% | Reduced |
| Resolute Wealth Strategies, LLC | 2,032 | $549.9K | 0.24% | −314−13.4% | Reduced |
| Huntleigh Advisors, Inc. | 2,033 | $550.1K | 0.09% | +6+0.3% | Added |
| CRA Financial Services, LLC | 2,034 | $550.4K | 0.07% | −244−10.7% | Reduced |
| Englebert Financial Advisers, LLC | 2,039 | $551.7K | 0.63% | +46+2.3% | Added |
| Fundamentun, LLC | 2,048 | $554.3K | 0.02% | −489−19.3% | Reduced |
| LVW Advisors, LLC | 2,054 | $555.9K | 0.05% | −1,204−37.0% | Reduced |
| Croban | 2,056 | $556.3K | 0.26% | +625+43.7% | Added |
| Atlas Legacy Advisors, LLC | 2,049 | $556.4K | 0.10% | −51−2.4% | Reduced |
| Crews Bank & Trust | 2,057 | $556.6K | 0.08% | +3+0.1% | Added |
| Yoffe Investment Management, LLC | 2,058 | $556.9K | 0.71% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,060 | $557.4K | 0.11% | −1,923−48.3% | Reduced |
| Quadcap Wealth Management, LLC | 2,060 | $557.5K | 0.06% | −257−11.1% | Reduced |
| Woodward Diversified Capital, LLC | 1,719 | $558.2K | 0.25% | −35−2.0% | Reduced |
| Bigelow Investment Advisors, LLC | 2,065 | $558.8K | 0.22% | −239−10.4% | Reduced |
| Altus Wealth Group LLC | 2,077 | $562.0K | 0.23% | +8+0.4% | Added |
| Romano Brothers and Company | 2,078 | $562.3K | 0.06% | −49−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,080 | $562.9K | 0.06% | −296−12.5% | Reduced |
| McAdam, LLC | 2,082 | $563.3K | 0.03% | +374+21.9% | Added |
| Beaumont Financial Advisors, LLC | 2,082 | $563.3K | 0.04% | −93−4.3% | Reduced |
| Spirepoint Private Client, LLC | 2,082 | $563.4K | 0.05% | −125−5.7% | Reduced |
| Syverson Strege & Co | 2,082 | $563.5K | 0.14% | −399−16.1% | Reduced |
| KG&L Capital Management,LLC | 2,087 | $564.7K | 0.40% | −590−22.0% | Reduced |
| Cornerstone Wealth Management, LLC | 2,093 | $566.2K | 0.03% | +106+5.3% | Added |
| Bradyco, Inc. | 2,099 | $568.0K | 0.44% | −574−21.5% | Reduced |
| Atlas Capital Advisors LLC | 2,102 | $568.8K | 0.07% | +324+18.2% | Added |
| Apeiron RIA LLC | 2,104 | $569.3K | 0.13% | −16−0.8% | Reduced |
| Diamant Asset Management, Inc. | 569,592 | $569.6K | 0.42% | +567,422+26,148.5% | Added |
| Lumbard & Kellner, LLC | 2,108 | $570.4K | 0.20% | 00.0% | Unchanged |