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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 2,722 | $736.5K | 0.17% | +193+7.6% | Added |
| Income Insurance Ltd | 2,725 | $737.4K | 0.50% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,735 | $740.1K | 0.57% | −702−20.4% | Reduced |
| Burford Brothers, Inc. | 2,738 | $740.9K | 0.30% | +363+15.3% | Added |
| SNS Financial Group, LLC | 2,739 | $741.1K | 0.06% | −31−1.1% | Reduced |
| Evernest Financial Advisors, LLC | 2,097 | $743.8K | 0.15% | −111−5.0% | Reduced |
| Bank of Hawaii | 2,749 | $743.9K | 0.04% | +18+0.7% | Added |
| Chilton Capital Management LLC | 2,750 | $744.2K | 0.03% | −1,160−29.7% | Reduced |
| National Wealth Management Group, LLC | 2,760 | $746.9K | 0.28% | −6−0.2% | Reduced |
| Aspiriant, LLC | 2,760 | $747.0K | 0.02% | −266−8.8% | Reduced |
| Westfield Capital Management Co LP | 2,767 | $748.7K | 0.00% | −227,511−98.8% | Reduced |
| Sym Financial Corp | 2,783 | $753.2K | 0.08% | +89+3.3% | Added |
| Inspire Advisors, LLC | 2,788 | $754.3K | 0.06% | +560+25.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,790 | $754.9K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,800 | $757.7K | 0.14% | 00.0% | Unchanged |
| Keel Point, LLC | 2,804 | $758.6K | 0.05% | −1,597−36.3% | Reduced |
| Morris Retirement Advisors, LLC | 2,807 | $759.5K | 0.31% | +10.0% | Added |
| Hudock, Inc. | 2,816 | $762.1K | 0.11% | +2,816 | New |
| CenterBook Partners LP | 2,817 | $762.3K | 0.04% | +2,817 | New |
| Sovran Advisors, LLC | 2,061 | $763.6K | 0.06% | +20+1.0% | Added |
| South State Corp. | 2,823 | $763.9K | 0.04% | −2,883−50.5% | Reduced |
| Redwood Investment Management, LLC | 2,824 | $764.0K | 0.09% | +2,824 | New |
| Emprise Bank | 2,829 | $765.5K | 0.31% | −389−12.1% | Reduced |
| Vectors Research Management, LLC | 2,836 | $767.4K | 0.22% | +5+0.2% | Added |
| Laraway Financial Inc | 2,836 | $767.4K | 0.54% | −162−5.4% | Reduced |
| Nations Financial Group Inc, | 2,837 | $767.8K | 0.04% | +274+10.7% | Added |
| Keudell/Morrison Wealth Management | 2,844 | $769.6K | 0.16% | +432+17.9% | Added |
| Monte Financial Group, LLC | 2,848 | $770.6K | 0.27% | +3+0.1% | Added |
| Strategic Financial Services, Inc, | 2,849 | $770.9K | 0.04% | −51−1.8% | Reduced |
| Crabel Capital Management, LLC | 2,849 | $770.9K | 7.13% | +2,849 | New |
| Grant Private Wealth Management Inc | 2,854 | $772.3K | 0.41% | +750+35.6% | Added |
| Castle Wealth Management LLC | 2,860 | $773.8K | 0.25% | +230+8.7% | Added |
| BKD Wealth Advisors, LLC | 2,862 | $774.5K | 0.01% | −77−2.6% | Reduced |
| Archford Capital Strategies, LLC | 2,863 | $774.7K | 0.09% | −156−5.2% | Reduced |
| Cravens & Co Advisors, LLC | 2,864 | $775.0K | 0.50% | +45+1.6% | Added |
| Triumph Capital Management | 2,873 | $777.4K | 0.16% | +380+15.2% | Added |
| Cane Capital Partners, LLC | 2,878 | $778.8K | 0.34% | +2,254+361.2% | Added |
| Quotient Wealth Partners, LLC | 2,891 | $782.4K | 0.02% | −168−5.5% | Reduced |
| Baldwin Investment Management, LLC | 2,894 | $783.1K | 0.09% | +20+0.7% | Added |
| Simplify Asset Management Inc. | 2,901 | $785.0K | 0.01% | −96,906−97.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,924 | $791.1K | 0.04% | −1,635−35.9% | Reduced |
| Prentice Wealth Management LLC | 2,925 | $791.4K | 0.18% | +38+1.3% | Added |
| Acorns Advisers, LLC | 2,928 | $792.0K | 0.01% | +576+24.5% | Added |
| Verity & Verity, LLC | 2,931 | $793.1K | 0.06% | −295−9.1% | Reduced |
| Versant Capital Management, Inc | 2,932 | $793.4K | 0.08% | +309+11.8% | Added |
| PCM Encore, LLC | 2,935 | $794.3K | 0.16% | +210+7.7% | Added |
| Barlow Wealth Partners, Inc. | 2,448 | $794.7K | 0.09% | −84−3.3% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $796.1K | 0.12% | −5−0.2% | Reduced |
| Hexagon Capital Partners LLC | 2,955 | $799.6K | 0.12% | +2,955 | New |
| Pettee Investors, Inc. | 2,168 | $803.2K | 0.41% | −87−3.9% | Reduced |
| Key Financial Inc | 2,972 | $804.2K | 0.14% | −85−2.8% | Reduced |
| Delaney Dennis R | 2,980 | $806.4K | 0.29% | −5,291−64.0% | Reduced |
| E&G Advisors, LP | 2,982 | $806.9K | 0.18% | +9+0.3% | Added |
| Foster & Motley Inc | 2,994 | $810.0K | 0.04% | −772−20.5% | Reduced |
| S&T Bank | 2,998 | $811.2K | 0.30% | −1,844−38.1% | Reduced |
| Trust Investment Advisors | 3,000 | $811.7K | 0.47% | −99−3.2% | Reduced |
| S-Bank Fund Management Ltd | 3,000 | $811.8K | 0.12% | −10,000−76.9% | Reduced |
| TCM Advisors, LLC | – | $811.8K | 0.67% | – | – |
| Calton & Associates, Inc. | 3,001 | $812.0K | 0.12% | −648−17.8% | Reduced |
| Cypress Asset Management Inc | 3,001 | $812.0K | 0.19% | −653−17.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,003 | $812.6K | 0.07% | +82+2.8% | Added |
| TritonPoint Partners, LLC | 3,004 | $812.9K | 0.30% | +683+29.4% | Added |
| KLCM Advisors, Inc. | 3,013 | $815.3K | 0.07% | −68−2.2% | Reduced |
| Capital Performance Advisors LLP | 3,019 | $816.8K | 0.05% | −934−23.6% | Reduced |
| Earnest Partners LLC | 3,035 | $821.2K | 0.00% | −8,789−74.3% | Reduced |
| Paladin Wealth, LLC | 3,043 | $823.4K | 0.57% | +24+0.8% | Added |
| VisionPoint Advisory Group, LLC | 3,045 | $824.1K | 0.16% | +26+0.9% | Added |
| Enclave Advisors LLC | 3,047 | $824.5K | 0.12% | −39−1.3% | Reduced |
| Defiance ETFs, LLC | 3,049 | $825.0K | 0.01% | +3,049 | New |
| Diversify Advisory Services, LLC | 2,233 | $827.9K | 0.13% | −52,510−95.9% | Reduced |
| Ingalls & Snyder LLC | 3,069 | $830.0K | 0.03% | +23+0.8% | Added |
| Trask Adam Roland | 3,075 | $832.1K | 0.79% | +3,075 | New |
| Wealth Alliance | 3,077 | $832.6K | 0.08% | −67−2.1% | Reduced |
| EdgeRock Capital LLC | 3,092 | $832.8K | 0.23% | +355+13.0% | Added |
| West Michigan Advisors, LLC | 3,082 | $834.0K | 0.18% | +727+30.9% | Added |
| Coastwise Capital Group, LLC | 3,087 | $835.2K | 0.46% | +1,281+70.9% | Added |
| Sapient Capital LLC | 3,091 | $836.4K | 0.01% | +615+24.8% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,093 | $836.9K | 1.00% | −70−2.2% | Reduced |
| Donaldson Capital Management, LLC | 3,094 | $837.1K | 0.03% | −10,870−77.8% | Reduced |
| Zhang Financial LLC | 3,109 | $841.3K | 0.03% | +3,109 | New |
| Finivi Inc. | 3,115 | $842.9K | 0.46% | −1,056−25.3% | Reduced |
| Promethium Advisors,llc | 3,115 | $842.9K | 0.44% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,120 | $844.2K | 0.05% | +1,103+54.7% | Added |
| Jefferson Bridge Capital, LLC | 3,130 | $846.9K | 0.84% | −10.0% | Reduced |
| American State Bank (Iowa) | 3,139 | $849.4K | 0.41% | +334+11.9% | Added |
| Mather Group, LLC. | 3,141 | $850.0K | 0.01% | −925−22.7% | Reduced |
| Angeles Wealth Management, LLC | 3,142 | $850.1K | 0.05% | −30−0.9% | Reduced |
| Everett Harris & Co | 3,142 | $850.2K | 0.01% | +189+6.4% | Added |
| Semus Wealth Partners LLC | 3,142 | $850.3K | 0.48% | +28+0.9% | Added |
| Notis-McConarty Edward | 3,153 | $853.2K | 0.42% | −5,649−64.2% | Reduced |
| Andrews Advisory Associates, LLC | 3,154 | $853.3K | 0.45% | +251+8.6% | Added |
| Delta Financial Advisors LLC | 3,155 | $853.8K | 0.22% | −151−4.6% | Reduced |
| Marble Wealth, LLC | 3,156 | $853.9K | 0.15% | −1,921−37.8% | Reduced |
| Persium Advisors, LLC | 3,171 | $858.0K | 0.68% | +1,975+165.1% | Added |
| AlphaGrep UK Ltd | 3,172 | $858.3K | 0.25% | +270+9.3% | Added |
| Clare Market Investments LLC | 3,180 | $860.5K | 0.18% | +3,180 | New |
| Parsons Capital Management Inc | 3,186 | $862.2K | 0.04% | +8+0.3% | Added |
| Boreal Capital Management LLC | 3,188 | $862.6K | 0.75% | −445−12.2% | Reduced |
| Greenspring Advisors, LLC | 3,197 | $865.2K | 0.05% | −206−6.1% | Reduced |
| 49 Wealth Management, LLC | 3,201 | $866.1K | 0.06% | +1,609+101.1% | Added |