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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,155 | $655.8K | 0.01% | −22−1.0% | Reduced |
| Lakeshore Capital Group, Inc. | 2,430 | $657.6K | 0.54% | +54+2.3% | Added |
| Legato Capital Management LLC | 2,435 | $658.9K | 0.06% | −4,131−62.9% | Reduced |
| Tempo Wealth, LLC | 2,438 | $659.7K | 0.12% | −311−11.3% | Reduced |
| LVM Capital Management Ltd | 2,440 | $660.0K | 0.06% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,440 | $660.3K | 0.06% | −44−1.8% | Reduced |
| Coign Capital Advisors LLC | 2,448 | $662.4K | 0.35% | +348+16.6% | Added |
| Empirical Asset Management, LLC | 2,450 | $662.9K | 0.18% | −3,175−56.4% | Reduced |
| Impact Partnership Wealth, LLC | 2,451 | $663.3K | 0.08% | −74−2.9% | Reduced |
| Salvus Wealth Management, LLC | 2,454 | $664.1K | 0.39% | −24−1.0% | Reduced |
| Charter Trust Co | 2,455 | $664.3K | 0.04% | −1,469−37.4% | Reduced |
| Quent Capital, LLC | 2,459 | $665.3K | 0.05% | −773−23.9% | Reduced |
| Garrison Point Advisors, LLC | 2,461 | $665.9K | 0.30% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,461 | $666.0K | 0.24% | +27+1.1% | Added |
| CoreCap Advisors, LLC | 2,462 | $666.4K | 0.02% | −694−22.0% | Reduced |
| Cambient Family Office, LLC | 2,466 | $667.2K | 0.09% | +632+34.5% | Added |
| Alesco Advisors LLC | 2,468 | $667.8K | 0.02% | +2,468 | New |
| Legacy Financial Advisors, Inc. | 2,470 | $668.3K | 0.09% | +148+6.4% | Added |
| Twelve Points Wealth Management LLC | 2,471 | $668.6K | 0.15% | +200+8.8% | Added |
| Topsail Wealth Management, LLC | 2,476 | $670.0K | 0.10% | +17+0.7% | Added |
| McDonald Partners LLC | 2,479 | $670.8K | 0.16% | +291+13.3% | Added |
| Future Financial Wealth Managment LLC | 2,136 | $670.8K | 0.43% | +75+3.6% | Added |
| Centurion Wealth Management LLC | 2,483 | $672.0K | 0.15% | −107−4.1% | Reduced |
| Sunpointe, LLC | 2,486 | $672.6K | 0.22% | −67−2.6% | Reduced |
| American Money Management, LLC | 2,487 | $672.9K | 0.11% | −143−5.4% | Reduced |
| California First Leasing Corp | 2,489 | $673.5K | 0.22% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 2,490 | $673.8K | 0.16% | +50+2.0% | Added |
| Retirement Planning Group | 2,490 | $673.8K | 0.02% | +315+14.5% | Added |
| Financial Solutions Advisory Group, Inc. | 2,499 | $676.3K | 0.09% | +2,499 | New |
| Aprio Wealth Management, LLC | 2,503 | $677.3K | 0.04% | −622−19.9% | Reduced |
| World Equity Group, Inc. | 2,505 | $677.7K | 0.18% | −205−7.6% | Reduced |
| Northbridge Financial Group, LLC | 2,167 | $678.2K | 0.29% | −15−0.7% | Reduced |
| Beacon Financial Group | 2,507 | $678.4K | 0.07% | −60−2.3% | Reduced |
| Parcion Private Wealth LLC | 2,507 | $678.4K | 0.04% | +125+5.2% | Added |
| Numerai GP LLC | 2,511 | $679.5K | 0.07% | +2,511 | New |
| Iams Wealth Management, LLC | 2,514 | $680.3K | 0.24% | +1,453+136.9% | Added |
| Patten Group, Inc. | 2,516 | $680.8K | 0.12% | −1,176−31.9% | Reduced |
| Consilium Wealth Advisory, LLC | 2,517 | $681.1K | 0.23% | +169+7.2% | Added |
| DF Dent & Co Inc | 2,518 | $681.3K | 0.01% | −159−5.9% | Reduced |
| Onefund, LLC | 2,490 | $681.9K | 0.44% | −203−7.5% | Reduced |
| Perennial Investment Advisors, LLC | 2,526 | $683.5K | 0.05% | −1,654−39.6% | Reduced |
| Chesapeake Wealth Management | 2,527 | $683.8K | 0.21% | −1,315−34.2% | Reduced |
| DRW Securities, LLC | 2,527 | $683.8K | 0.04% | +1,374+119.2% | Added |
| Westbourne Investment Advisors, Inc. | 2,530 | $684.6K | 0.20% | −195−7.2% | Reduced |
| Atlantic Trust, LLC | 2,532 | $685.1K | 0.11% | −155−5.8% | Reduced |
| First Bank & Trust | 2,535 | $685.9K | 0.11% | +601+31.1% | Added |
| Keebeck Wealth Management, LLC | 2,542 | $687.9K | 0.08% | −1,397−35.5% | Reduced |
| Ellis Investment Partners, LLC | 2,542 | $687.9K | 0.12% | −191−7.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,545 | $688.8K | 0.10% | −600−19.1% | Reduced |
| Alpha Family Trust | 2,550 | $690.0K | 0.33% | +75+3.0% | Added |
| Rede Wealth, LLC | 2,552 | $690.5K | 0.25% | −65−2.5% | Reduced |
| Brand Asset Management Group, Inc. | 2,558 | $692.2K | 0.18% | +20+0.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,559 | $692.4K | 0.15% | +156+6.5% | Added |
| Rockland Trust Co | 2,560 | $692.7K | 0.03% | −44−1.7% | Reduced |
| Coastal Investment Advisors, Inc. | 2,560 | $692.8K | 0.24% | +403+18.7% | Added |
| Cornerstone Advisory, LLC | 2,563 | $693.5K | 0.07% | +63+2.5% | Added |
| PFW Advisors LLC | 2,567 | $694.6K | 0.22% | −45−1.7% | Reduced |
| Abacus Wealth Partners, LLC | 2,568 | $694.9K | 0.06% | +48+1.9% | Added |
| Patron Partners Advisors, LLC | 2,570 | $695.5K | 0.31% | −443−14.7% | Reduced |
| LPWM LLC | 2,576 | $696.9K | 0.18% | +133+5.4% | Added |
| GeoWealth Management, LLC | 2,577 | $697.3K | 0.03% | −515−16.7% | Reduced |
| Counterweight Ventures, LLC | 2,578 | $697.6K | 0.39% | −90−3.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,579 | $697.9K | 0.05% | −1,382−34.9% | Reduced |
| Medallion Wealth Advisors, LLC | 2,579 | $697.9K | 0.23% | +241+10.3% | Added |
| Nicholas Hoffman & Company, LLC. | 2,579 | $697.9K | 0.02% | +46+1.8% | Added |
| Independent Investors Inc | 2,580 | $698.1K | 0.14% | −265−9.3% | Reduced |
| OneAscent Family Office, LLC | 2,585 | $699.5K | 0.49% | +285+12.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,591 | $701.1K | 0.27% | +2,591 | New |
| Granite Harbor Advisors, Inc. | 2,593 | $701.6K | 0.31% | +413+18.9% | Added |
| Exeter Financial, LLC | 2,593 | $701.7K | 0.29% | +1,216+88.3% | Added |
| Goepper Burkhardt LLC | 2,604 | $704.6K | 0.24% | −751−22.4% | Reduced |
| Arcus Capital Partners, LLC | 2,607 | $705.4K | 0.25% | +2,607 | New |
| Camden Capital, LLC | 2,614 | $707.3K | 0.05% | −79−2.9% | Reduced |
| Lodestone Wealth Management LLC | 2,617 | $708.2K | 0.28% | −150−5.4% | Reduced |
| Wrapmanager Inc | 2,622 | $709.7K | 0.25% | −120−4.4% | Reduced |
| Advocate Investing Services LLC | 2,623 | $709.8K | 0.60% | +1,555+145.6% | Added |
| Riverwater Partners LLC | 2,626 | $710.6K | 0.24% | +168+6.8% | Added |
| Elevated Capital Advisors, LLC | 2,630 | $711.8K | 0.18% | −1,216−31.6% | Reduced |
| Sanders Morris Harris LLC | 2,640 | $714.4K | 0.11% | +2,640 | New |
| Todd Asset Management LLC | 2,641 | $714.6K | 0.01% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 2,642 | $714.9K | 0.03% | +2,642 | New |
| Retirement Planning Co of New England, Inc. | 2,646 | $716.1K | 0.29% | −3,159−54.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,647 | $716.1K | 0.26% | +134+5.3% | Added |
| Sentinus, LLC | 2,651 | $717.4K | 0.06% | +655+32.8% | Added |
| Hardy Reed LLC | 2,654 | $718.1K | 0.05% | +98+3.8% | Added |
| Wellington Grp LLC | 2,659 | $719.5K | 0.22% | +210+8.6% | Added |
| Legend Capital Advisors LLC | 2,675 | $724.0K | 0.45% | +10.0% | Added |
| Prosperity Financial Group, Inc. | 2,677 | $724.4K | 0.27% | +129+5.1% | Added |
| LRI Investments, LLC | 19,325 | $724.6K | 0.06% | +520+2.8% | Added |
| Winthrop Capital Management, LLC | 2,680 | $725.0K | 0.19% | +174+6.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,680 | $725.2K | 0.01% | +2,680 | New |
| Stokes Capital Advisors, LLC | 2,684 | $726.3K | 0.16% | −15,366−85.1% | Reduced |
| Dean Investment Associates, LLC | 2,687 | $727.1K | 0.10% | +1,335+98.7% | Added |
| Mason & Associates Inc | 2,782 | $728.3K | 0.14% | −197−6.6% | Reduced |
| Financial Sense Advisors, Inc. | 2,696 | $729.6K | 0.15% | +65+2.5% | Added |
| Flow Traders U.S. LLC | 2,698 | $730.0K | 0.02% | +2,698 | New |
| Atom Investors LP | 2,699 | $730.3K | 0.05% | −9,829−78.5% | Reduced |
| Zions Bancorporation, National Association | 2,705 | $731.9K | 0.05% | −3,882−58.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,707 | $732.0K | 0.02% | +184+7.3% | Added |
| 3Chopt Investment Partners, LLC | 2,709 | $733.1K | 0.17% | −23−0.8% | Reduced |