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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 2,109 | $570.8K | 0.08% | +1,404+199.1% | Added |
| Stonebrook Private Inc. | 2,110 | $570.9K | 0.12% | −190−8.3% | Reduced |
| Smith, Moore & Co. | 2,112 | $571.4K | 0.04% | −72−3.3% | Reduced |
| Central Valley Advisors, LLC | 2,113 | $571.5K | 0.16% | −1,594−43.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,119 | $573.4K | 0.42% | −312−12.8% | Reduced |
| Wallace Capital Management Inc. | 2,119 | $573.4K | 0.07% | −45−2.1% | Reduced |
| Facet Wealth, Inc. | 2,121 | $573.8K | 0.01% | +206+10.8% | Added |
| IPG Investment Advisors LLC | 2,124 | $574.7K | 0.10% | +95+4.7% | Added |
| Advisory Research Inc | 2,125 | $575.0K | 0.07% | −117−5.2% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $579.0K | 0.43% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,141 | $579.3K | 0.18% | −250−10.5% | Reduced |
| Bank of Stockton | 2,145 | $580.4K | 0.18% | +617+40.4% | Added |
| Oxbow Advisors, LLC | 2,153 | $582.6K | 0.05% | −45−2.0% | Reduced |
| Hamilton Capital, LLC | 2,155 | $583.2K | 0.03% | +897+71.3% | Added |
| Fort Point Capital Partners LLC | 2,157 | $583.7K | 0.08% | +39+1.8% | Added |
| SHP Wealth Management | 2,155 | $583.9K | 0.04% | −6−0.3% | Reduced |
| Redwood Family Wealth LLC | 2,171 | $587.5K | 0.58% | −53−2.4% | Reduced |
| Doliver Advisors, LP | 2,181 | $590.2K | 0.13% | −134−5.8% | Reduced |
| Elevation Wealth Management LLC | 2,184 | $590.9K | 0.54% | +375+20.7% | Added |
| KFG Wealth Management, LLC | 2,184 | $591.0K | 0.08% | +167+8.3% | Added |
| Coastal Bridge Advisors, LLC | 2,185 | $591.2K | 0.04% | +124+6.0% | Added |
| QTR Family Wealth, LLC | 1,882 | $591.4K | 0.25% | +83+4.6% | Added |
| Manske Wealth Management | 2,189 | $592.3K | 0.17% | +439+25.1% | Added |
| Financial Management Professionals, Inc. | 2,190 | $592.6K | 0.07% | +1,288+142.8% | Added |
| Islay Capital Management, LLC | 2,191 | $592.9K | 0.30% | +2,091+2,091.0% | Added |
| Stableford Capital II LLC | 2,193 | $593.4K | 0.22% | −1,686−43.5% | Reduced |
| Finer Wealth Management, Inc. | 2,194 | $593.7K | 0.30% | +294+15.5% | Added |
| Wilson & Boucher Capital Management, LLC | 2,195 | $593.8K | 0.39% | +11+0.5% | Added |
| Gamco Investors, Inc. Et Al | 2,197 | $594.5K | 0.01% | +83+3.9% | Added |
| Childress Capital Advisors, LLC | 2,197 | $594.7K | 0.11% | −839−27.6% | Reduced |
| Sovereign Financial Group, Inc. | 2,199 | $594.9K | 0.10% | −117−5.1% | Reduced |
| Factorial Partners, LLC | 2,200 | $595.3K | 0.43% | +400+22.2% | Added |
| Vivaldi Capital Management, LLC | 2,209 | $597.6K | 0.08% | −131−5.6% | Reduced |
| Natural Investments, LLC | 2,212 | $598.0K | 0.15% | −111−4.8% | Reduced |
| Sunflower Bank, N.A. | 2,211 | $598.3K | 0.15% | −18−0.8% | Reduced |
| CCG Wealth Management, LLC | 2,215 | $599.4K | 0.16% | +1,157+109.4% | Added |
| Wealthcare Capital Partners, LLC | 2,215 | $599.4K | 0.28% | −66−2.9% | Reduced |
| WealthPLAN Partners, LLC | 2,216 | $599.6K | 0.12% | +1,038+88.1% | Added |
| Dorato Capital Management | 1,964 | $600.9K | 0.44% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,222 | $601.2K | 0.04% | +1,083+95.1% | Added |
| Renasant Bank | 2,226 | $602.3K | 0.43% | +401+22.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,232 | $603.9K | 0.20% | −106−4.5% | Reduced |
| Strategic Blueprint, LLC | 2,232 | $604.1K | 0.04% | −481−17.7% | Reduced |
| Paulson Wealth Management Inc. | 2,233 | $604.2K | 0.14% | +228+11.4% | Added |
| Kavar Capital Partners Group, LLC | 2,237 | $605.3K | 0.08% | −8−0.4% | Reduced |
| Harbor Group, Inc. | 2,238 | $605.5K | 0.09% | +17+0.8% | Added |
| SFMG, LLC | 2,238 | $605.6K | 0.04% | +120+5.7% | Added |
| Northland Securities, Inc. | 2,240 | $606.1K | 0.58% | −303−11.9% | Reduced |
| Everpar Advisors LLC | 2,244 | $607.2K | 0.21% | +456+25.5% | Added |
| Cardiff Park Advisors, LLC | 2,249 | $608.5K | 0.05% | −9−0.4% | Reduced |
| Lauer Wealth, LLC | 1,995 | $610.4K | 0.49% | +177+9.7% | Added |
| Florida Financial Advisors, LLC | 2,257 | $611.2K | 0.15% | +407+22.0% | Added |
| Wealth Intelligence, LLC | 2,260 | $611.5K | 0.29% | +2,260 | New |
| Sims Investment Management, LLC | 2,261 | $611.7K | 0.22% | +60+2.7% | Added |
| Arista Wealth Management, LLC | 2,261 | $611.9K | 0.07% | +1,057+87.8% | Added |
| Basecamp Wealth Advisors LLC | 2,262 | $612.1K | 0.13% | +101+4.7% | Added |
| Tower Bridge Advisors | 2,265 | $612.9K | 0.06% | +22+1.0% | Added |
| Waterloo Capital, L.P. | 2,266 | $613.2K | 0.04% | +135+6.3% | Added |
| Spinnaker Investment Group, LLC | 2,267 | $613.3K | 0.12% | −97−4.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,267 | $613.4K | 0.16% | −176−7.2% | Reduced |
| Abel Hall, LLC | 2,269 | $613.9K | 0.13% | −1,666−42.3% | Reduced |
| RKL Wealth Management LLC | 2,272 | $614.8K | 0.06% | −338−13.0% | Reduced |
| Convergence Investment Partners, LLC | 2,272 | $614.9K | 0.10% | −66−2.8% | Reduced |
| Cromwell Holdings LLC | 2,274 | $615.3K | 0.35% | +504+28.5% | Added |
| Prasad Wealth Partners, LLC | 2,282 | $617.5K | 0.17% | +359+18.7% | Added |
| Rossmore Private Capital | 2,284 | $618.0K | 0.05% | +154+7.2% | Added |
| Waddell & Associates, LLC | 2,287 | $618.9K | 0.03% | +559+32.3% | Added |
| Essex Savings Bank | 2,295 | $621.0K | 0.14% | −101−4.2% | Reduced |
| New Republic Capital, LLC | 2,296 | $621.4K | 0.21% | −1,481−39.2% | Reduced |
| Tortuga Wealth Management, Inc | 2,298 | $622.0K | 0.58% | +709+44.6% | Added |
| Armstrong Advisory Group, Inc | 2,311 | $625.4K | 0.04% | +9+0.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,313 | $625.8K | 0.17% | −591−20.4% | Reduced |
| Cim Investment Mangement Inc | 2,314 | $626.1K | 0.17% | −11−0.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,400 | $628.3K | 0.03% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,329 | $630.1K | 0.14% | −1,123−32.5% | Reduced |
| LMCG Investments, LLC | 2,332 | $631.0K | 0.04% | +193+9.0% | Added |
| TownSquare Capital, LLC | 2,338 | $632.6K | 0.14% | −232−9.0% | Reduced |
| Flaharty Asset Management, LLC | 2,338 | $632.6K | 0.08% | +500+27.2% | Added |
| Wall Street Access Asset Management, LLC | 2,329 | $632.8K | 0.16% | +138+6.3% | Added |
| Meadow Creek Wealth Advisors LLC | 2,340 | $633.1K | 0.41% | −95−3.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,340 | $633.3K | 0.08% | −152−6.1% | Reduced |
| Lighthouse Financial LLC | 2,342 | $633.7K | 0.38% | +2,342 | New |
| Scientech Research LLC | 2,345 | $634.5K | 0.53% | +680+40.8% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,350 | $636.0K | 0.15% | +50+2.2% | Added |
| Element Pointe Advisors, LLC | 2,353 | $636.7K | 0.12% | +138+6.2% | Added |
| Patton Albertson Miller Group, LLC | 2,357 | $637.8K | 0.08% | −331−12.3% | Reduced |
| BSW Wealth Partners | 2,365 | $639.9K | 0.08% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,381 | $644.4K | 0.15% | +27+1.1% | Added |
| RAM Investment Partners, LLC | 2,386 | $645.6K | 0.11% | +2,386 | New |
| Trust Point Inc. | 2,387 | $645.9K | 0.06% | −444−15.7% | Reduced |
| Camelot Portfolios, LLC | 2,391 | $646.9K | 0.49% | −86−3.5% | Reduced |
| Chesapeake Asset Management LLC | 2,390 | $646.9K | 0.52% | +951+66.1% | Added |
| Chatham Capital Group, Inc. | 2,391 | $647.0K | 0.09% | +30+1.3% | Added |
| Navellier & Associates Inc | 2,393 | $647.6K | 0.07% | +350+17.1% | Added |
| George Kaiser Family Foundation | 2,395 | $648.1K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,412 | $652.7K | 0.13% | +94+4.1% | Added |
| Breakwater Capital Group | 2,412 | $652.7K | 0.09% | +464+23.8% | Added |
| BOK Financial Private Wealth, Inc. | 2,414 | $653.2K | 0.04% | −361−13.0% | Reduced |
| SC&H Financial Advisors, Inc. | 2,417 | $654.0K | 0.10% | +2+0.1% | Added |
| Pictet Bank & Trust Ltd | 2,423 | $655.6K | 0.86% | −219−8.3% | Reduced |