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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 3,201 | $866.2K | 0.36% | +241+8.1% | Added |
| Capital & Planning, LLC | 3,203 | $866.7K | 0.53% | +3,203 | New |
| Hartford Funds Management Co LLC | 3,207 | $868.2K | 0.08% | +517+19.2% | Added |
| Founders Financial Alliance, LLC | 3,209 | $868.4K | 0.16% | +2,271+242.1% | Added |
| United Advisor Group, LLC | 3,214 | $869.7K | 0.11% | −330−9.3% | Reduced |
| West Paces Advisors Inc. | 3,218 | $870.8K | 0.17% | +262+8.9% | Added |
| Cache Advisors, LLC | 3,235 | $875.4K | 0.10% | 00.0% | Unchanged |
| Fund 1 Investments, LLC | 3,260 | $882.1K | 0.11% | +3,260 | New |
| Davis R M Inc | 3,267 | $884.0K | 0.02% | −363−10.0% | Reduced |
| PUREfi Wealth, LLC | 3,269 | $884.5K | 0.58% | +1,416+76.4% | Added |
| MCF Advisors LLC | 3,282 | $888.2K | 0.04% | +95+3.0% | Added |
| Kestra Investment Management, LLC | 3,286 | $889.1K | 0.02% | −1,411−30.0% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $892.9K | 2.56% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 3,300 | $892.9K | 0.19% | +600+22.2% | Added |
| Bridgefront Capital, LLC | 3,309 | $895.4K | 0.22% | −1,172−26.2% | Reduced |
| Invesco, LLC | 3,311 | $895.9K | 0.31% | +70+2.2% | Added |
| Continuum Advisory, LLC | 3,314 | $896.7K | 0.09% | +337+11.3% | Added |
| RiverFront Investment Group, LLC | 3,319 | $898.0K | 0.01% | +379+12.9% | Added |
| Abundance Wealth Counselors | 3,319 | $898.1K | 0.13% | +659+24.8% | Added |
| Colonial River Wealth Management, LLC | 3,324 | $899.4K | 0.32% | +50+1.5% | Added |
| Revolve Wealth Partners, LLC | 3,337 | $903.0K | 0.12% | −199−5.6% | Reduced |
| SevenBridge Financial Group, LLC | 2,554 | $903.0K | 0.14% | −6,915−73.0% | Reduced |
| TLWM | 3,340 | $903.8K | 0.16% | +445+15.4% | Added |
| Requisite Capital Management, LLC | 3,341 | $904.0K | 0.17% | +3+0.1% | Added |
| SGL Investment Advisors, Inc. | 2,355 | $905.4K | 0.34% | −23−1.0% | Reduced |
| V-Square Quantitative Management LLC | 3,346 | $905.4K | 0.10% | +361+12.1% | Added |
| Institute for Wealth Management, LLC. | 3,348 | $905.8K | 0.10% | +85+2.6% | Added |
| Ellevest, Inc. | 3,349 | $906.2K | 0.13% | +165+5.2% | Added |
| ZWJ Investment Counsel Inc | 3,357 | $908.3K | 0.03% | +2+0.1% | Added |
| Signature Wealth Management Group | 3,360 | $909.1K | 0.35% | +3,360 | New |
| Ascent Wealth Partners, LLC | 3,365 | $910.5K | 0.11% | +38+1.1% | Added |
| Intellectus Partners, LLC | 3,367 | $911.1K | 0.19% | −14−0.4% | Reduced |
| Evansbrook LLC | 3,372 | $912.5K | 0.61% | −84−2.4% | Reduced |
| HHM Wealth Advisors, LLC | 3,377 | $913.7K | 0.11% | +63+1.9% | Added |
| Wellspring Financial Advisors, LLC | 3,385 | $915.9K | 0.07% | −1,308−27.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,390 | $917.2K | 0.12% | −14,792−81.4% | Reduced |
| Wellington Shields & Co., LLC | 3,412 | $923.2K | 0.24% | +1,432+72.3% | Added |
| Avaii Wealth Management, LLC | 3,412 | $923.4K | 0.32% | −2,055−37.6% | Reduced |
| Defined Wealth Management, LLC | 3,413 | $923.5K | 0.54% | +30+0.9% | Added |
| Harbour Investment Management LLC | 3,416 | $924.3K | 0.50% | +79+2.4% | Added |
| BlueStem Wealth Partners, LLC | 3,416 | $924.5K | 0.10% | −82−2.3% | Reduced |
| Victory Financial Group, LLC | 3,426 | $927.0K | 0.11% | +647+23.3% | Added |
| Signature Estate & Investment Advisors LLC | 3,435 | $929.4K | 0.02% | −68−1.9% | Reduced |
| Pictet North America Advisors SA | 3,440 | $930.8K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,458 | $935.9K | 0.07% | +1,064+44.4% | Added |
| Rooted Wealth Advisors, Inc. | 2,895 | $936.5K | 0.25% | +243+9.2% | Added |
| Bearing Point Capital, LLC | 3,462 | $936.8K | 0.15% | −1,772−33.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,466 | $937.9K | 0.29% | +279+8.8% | Added |
| US Asset Management LLC | 3,469 | $938.7K | 0.81% | −15−0.4% | Reduced |
| James J. Burns & Company, LLC | 3,470 | $938.9K | 0.13% | −10.0% | Reduced |
| Alta Advisers Ltd | 3,477 | $940.8K | 0.34% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 3,479 | $941.4K | 0.48% | +1,081+45.1% | Added |
| Chung Wu Investment Group, LLC | 3,505 | $948.4K | 0.82% | −1,570−30.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,509 | $950.0K | 0.02% | −714−16.9% | Reduced |
| X-Square Capital, LLC | 3,519 | $952.0K | 0.32% | +873+33.0% | Added |
| Foster Group, Inc. | 3,525 | $953.9K | 0.03% | −146−4.0% | Reduced |
| Generation Capital Management LLC | 3,546 | $959.5K | 0.70% | −10−0.3% | Reduced |
| NBC Securities, Inc. | 3,556 | $962.2K | 0.07% | +356+11.1% | Added |
| Lebenthal Global Advisors, LLC | 3,563 | $964.1K | 0.14% | +387+12.2% | Added |
| 1776 Wealth LLC | 3,569 | $965.7K | 0.38% | −137−3.7% | Reduced |
| Solidarilty Wealth, LLC | 3,577 | $967.9K | 0.19% | −3,529−49.7% | Reduced |
| Torrey Growth & Income Advisors | 3,656 | $971.7K | 0.41% | −405−10.0% | Reduced |
| Elefante Mark B | 3,596 | $973.0K | 0.54% | −3,401−48.6% | Reduced |
| Gables Capital Management Inc. | 3,605 | $975.5K | 0.41% | −40−1.1% | Reduced |
| Caxton Associates LLP | 3,614 | $977.9K | 0.02% | −1,050−22.5% | Reduced |
| Grove Bank & Trust | 3,617 | $978.7K | 0.11% | −106−2.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,629 | $981.9K | 0.10% | −6−0.2% | Reduced |
| SIH Partners, LLLP | 3,646 | $986.6K | 0.03% | +3,646 | New |
| Heartland Bank & Trust Co | 3,647 | $986.8K | 0.22% | +2,667+272.1% | Added |
| Tweedy, Browne Co LLC | 3,667 | $992.3K | 0.08% | +1,208+49.1% | Added |
| Revisor Wealth Management LLC | 3,671 | $993.5K | 0.27% | +240+7.0% | Added |
| Canopy Partners, LLC | 3,690 | $998.5K | 0.34% | −101−2.7% | Reduced |
| Union Heritage Capital, LLC | 3,692 | $999.0K | 0.37% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,719 | $1.01M | 0.07% | −367−9.0% | Reduced |
| SkyView Investment Advisors, LLC | 3,719 | $1.01M | 0.14% | +52+1.4% | Added |
| Smithfield Trust Co | 3,742 | $1.01M | 0.04% | −159−4.1% | Reduced |
| Johnson & White Wealth Management, LLC | 3,734 | $1.01M | 0.43% | +65+1.8% | Added |
| Bernicke Wealth Management, Ltd. | 3,734 | $1.01M | 0.13% | +51+1.4% | Added |
| Zullo Investment Group, Inc. | 3,743 | $1.01M | 0.38% | +198+5.6% | Added |
| MONECO Advisors, LLC | 3,747 | $1.01M | 0.08% | +69+1.9% | Added |
| Ellenbecker Investment Group | 3,749 | $1.01M | 0.14% | +46+1.2% | Added |
| MSH Capital Advisors LLC | 3,750 | $1.01M | 0.21% | +224+6.4% | Added |
| TRUE Private Wealth Advisors | 3,755 | $1.02M | 0.10% | +90+2.5% | Added |
| Norden Group LLC | 3,758 | $1.02M | 0.10% | −631−14.4% | Reduced |
| MJP Associates Inc | 3,762 | $1.02M | 0.12% | +1,034+37.9% | Added |
| Oak Asset Management, LLC | 3,763 | $1.02M | 0.35% | −50−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,772 | $1.02M | 0.23% | +104+2.8% | Added |
| Oasis Advisors, LLC | 3,780 | $1.02M | 0.20% | +2,603+221.2% | Added |
| Fielder Capital Group LLC | 3,780 | $1.02M | 0.22% | −601−13.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,795 | $1.03M | 0.06% | −7,254−65.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,795 | $1.03M | 0.28% | −27−0.7% | Reduced |
| Ridgewood Investments LLC | 3,797 | $1.03M | 0.42% | +3,797 | New |
| Avidity Partners Management LP | 3,800 | $1.03M | 0.21% | +3,800 | New |
| American Investment Services, Inc. | 3,802 | $1.03M | 0.23% | +3,802 | New |
| Elk River Wealth Management, LLC | 3,804 | $1.03M | 0.17% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,807 | $1.03M | 0.23% | −479−11.2% | Reduced |
| Oakworth Capital, Inc. | 3,815 | $1.03M | 0.05% | −3,029−44.3% | Reduced |
| Westside Investment Management, Inc. | 3,816 | $1.03M | 0.16% | −557−12.7% | Reduced |
| Volterra Technologies LP | 3,833 | $1.04M | 0.74% | +1,133+42.0% | Added |
| Howard Capital Management Inc. | 3,849 | $1.04M | 0.02% | −3,911−50.4% | Reduced |