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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 3,854 | $1.04M | 0.18% | −118−3.0% | Reduced |
| Strong Retirement Solutions LLC | 3,868 | $1.05M | 0.73% | +891+29.9% | Added |
| Caldwell Trust Co | 3,875 | $1.05M | 0.09% | −3,168−45.0% | Reduced |
| Capital Wealth Planning, LLC | 3,880 | $1.05M | 0.01% | −651−14.4% | Reduced |
| CMH Wealth Management LLC | 3,888 | $1.05M | 0.18% | +3,888 | New |
| Legacy Wealth Management, LLC | 3,908 | $1.06M | 0.30% | −5,002−56.1% | Reduced |
| Main Street Financial Solutions, LLC | 3,913 | $1.06M | 0.08% | +1,188+43.6% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,916 | $1.06M | 0.84% | 00.0% | Unchanged |
| Nwam LLC | 3,958 | $1.07M | 0.06% | −2,499−38.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,959 | $1.07M | 0.07% | −4,283−52.0% | Reduced |
| Cullen Investment Group, Ltd. | 3,962 | $1.07M | 0.14% | −4,130−51.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,962 | $1.07M | 0.13% | −542−12.0% | Reduced |
| Orrstown Financial Services Inc | 3,996 | $1.08M | 0.18% | −274−6.4% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $1.08M | 0.35% | 00.0% | Unchanged |
| Needham Investment Management LLC | 4,000 | $1.08M | 0.06% | +4,000 | New |
| Gordian Capital Singapore Pte Ltd | 4,000 | $1.08M | 1.82% | +3,990+39,900.0% | Added |
| GM Advisory Group, Inc. | 4,015 | $1.09M | 0.04% | −7,113−63.9% | Reduced |
| Secured Retirement Advisors, LLC | 4,026 | $1.09M | 0.62% | +2,187+118.9% | Added |
| Cooper Financial Group | 4,039 | $1.09M | 0.11% | −299−6.9% | Reduced |
| White Pine Capital LLC | 4,040 | $1.09M | 0.30% | −90−2.2% | Reduced |
| First Commonwealth Financial Corp | 4,046 | $1.09M | 0.17% | +672+19.9% | Added |
| Claro Advisors LLC | 4,051 | $1.10M | 0.13% | +145+3.7% | Added |
| Van Cleef Asset Management,Inc | 4,054 | $1.10M | 0.12% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,055 | $1.10M | 0.13% | +978+31.8% | Added |
| Heartwood Wealth Advisors LLC | 4,057 | $1.10M | 0.10% | +3,383+501.9% | Added |
| Dala Group, LLC | 4,048 | $1.10M | 0.92% | +2,749+211.6% | Added |
| Lighthouse Investment Partners, LLC | 4,063 | $1.10M | 0.04% | −2,228−35.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,065 | $1.10M | 0.08% | −639−13.6% | Reduced |
| Invst, LLC | 4,068 | $1.10M | 0.12% | −2,376−36.9% | Reduced |
| First Nebraska Trust Co | 4,077 | $1.10M | 0.10% | −12−0.3% | Reduced |
| Financial Advisors Network, Inc. | 4,117 | $1.11M | 0.15% | +226+5.8% | Added |
| Mill Creek Capital Advisors, LLC | 4,134 | $1.12M | 0.02% | −5−0.1% | Reduced |
| Bank Hapoalim BM | 4,144 | $1.12M | 0.17% | −277−6.3% | Reduced |
| Deseret Mutual Benefit Administrators | 4,148 | $1.12M | 0.38% | +2,213+114.4% | Added |
| Cullinan Associates Inc | 4,154 | $1.12M | 0.09% | −2,375−36.4% | Reduced |
| Duncan Williams Asset Management, LLC | 4,161 | $1.13M | 0.31% | −179−4.1% | Reduced |
| ICW Investment Advisors LLC | 4,167 | $1.13M | 0.41% | +242+6.2% | Added |
| Rydar Equities, Inc. | 4,181 | $1.13M | 0.88% | −135−3.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 4,186 | $1.13M | 0.51% | +1,885+81.9% | Added |
| Richwood Investment Advisors, LLC | 4,209 | $1.14M | 0.88% | −46−1.1% | Reduced |
| Epiq Partners, LLC | 4,227 | $1.14M | 0.53% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,245 | $1.15M | 0.01% | +1,125+36.1% | Added |
| Chancellor Financial Group WB LP | 4,243 | $1.15M | 0.82% | −10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,253 | $1.15M | 0.12% | +85+2.0% | Added |
| Armis Advisers, LLC | 2,887 | $1.16M | 0.11% | +38+1.3% | Added |
| Financial Perspectives, Inc | 4,283 | $1.16M | 0.32% | −9−0.2% | Reduced |
| Ted Buchan & Co | 4,289 | $1.16M | 0.42% | −4,710−52.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,290 | $1.16M | 0.07% | −287−6.3% | Reduced |
| SlateStone Wealth, LLC | 4,294 | $1.16M | 0.10% | −831−16.2% | Reduced |
| Courage Capital Management LLC | 4,300 | $1.16M | 1.65% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,305 | $1.16M | 0.15% | +241+5.9% | Added |
| Congress Park Capital LLC | 4,306 | $1.17M | 0.36% | +831+23.9% | Added |
| SCS Capital Management LLC | 4,309 | $1.17M | 0.01% | −186−4.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,310 | $1.17M | 0.02% | +2,388+124.2% | Added |
| Rhodes Investment Advisors Inc | 4,311 | $1.17M | 1.00% | −325−7.0% | Reduced |
| Capital Planning Advisors, LLC | 4,326 | $1.17M | 0.17% | −251−5.5% | Reduced |
| LJI Wealth Management, LLC | 4,331 | $1.17M | 0.19% | +1,448+50.2% | Added |
| Lewis Asset Management, LLC | 4,343 | $1.18M | 0.48% | +491+12.7% | Added |
| Optas, LLC | 4,353 | $1.18M | 0.18% | −70−1.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,238 | $1.18M | 0.62% | −6,011−65.0% | Reduced |
| Aspen Grove Capital, LLC | 4,360 | $1.18M | 0.23% | −97−2.2% | Reduced |
| Arbor Capital Management Inc | 3,973 | $1.18M | 0.96% | +484+13.9% | Added |
| Zuckerman Investment Group, LLC | 4,384 | $1.19M | 0.11% | +220+5.3% | Added |
| HM Payson & Co | 4,386 | $1.19M | 0.02% | −203−4.4% | Reduced |
| CWA Asset Management Group, LLC | 4,389 | $1.19M | 0.04% | +331+8.2% | Added |
| Mechanics Bank Trust Department | 4,391 | $1.19M | 0.16% | −738−14.4% | Reduced |
| Oslo Pensjonsforsikring AS | 4,394 | $1.19M | 0.19% | +4,394 | New |
| Mayflower Financial Advisors, LLC | 4,402 | $1.19M | 0.14% | −374−7.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,406 | $1.19M | 0.03% | +88+2.0% | Added |
| JNBA Financial Advisors | 4,429 | $1.20M | 0.10% | −174−3.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,429 | $1.20M | 1.06% | +367+9.0% | Added |
| Ofi Invest Asset Management | 4,744 | $1.20M | 0.02% | −25,431−84.3% | Reduced |
| Magnolia Capital Advisors LLC | 4,437 | $1.20M | 0.24% | −1,981−30.9% | Reduced |
| Courier Capital LLC | 4,440 | $1.20M | 0.07% | −20−0.4% | Reduced |
| Frisch Financial Group, Inc. | 4,440 | $1.20M | 0.25% | +151+3.5% | Added |
| Cornerstone Wealth Group, LLC | 3,473 | $1.20M | 0.08% | −177−4.8% | Reduced |
| Private Wealth Asset Management, LLC | 4,447 | $1.20M | 0.13% | −226−4.8% | Reduced |
| Symphony Financial, Ltd. Co. | 4,501 | $1.20M | 0.16% | −7,963−63.9% | Reduced |
| Tealwood Asset Management Inc | 4,451 | $1.20M | 0.55% | −55−1.2% | Reduced |
| Oarsman Capital, Inc. | 4,452 | $1.20M | 0.15% | −145−3.2% | Reduced |
| Precedent Wealth Partners, LLC | 4,502 | $1.22M | 0.24% | +791+21.3% | Added |
| Knollwood Investment Advisory, LLC | 4,523 | $1.22M | 0.12% | 00.0% | Unchanged |
| Mendel Money Management | 4,527 | $1.22M | 0.51% | −245−5.1% | Reduced |
| Green Harvest Asset Management LLC | 4,548 | $1.23M | 0.02% | +27+0.6% | Added |
| Sumitomo Life Insurance Co | 4,553 | $1.23M | 0.03% | −4,051−47.1% | Reduced |
| Narwhal Capital Management | 4,554 | $1.23M | 0.09% | −988−17.8% | Reduced |
| Nilsine Partners, LLC | 3,477 | $1.23M | 0.10% | −380−9.9% | Reduced |
| Inscription Capital, LLC | 4,570 | $1.24M | 0.13% | −1,538−25.2% | Reduced |
| Argentarii, LLC | 4,576 | $1.24M | 0.43% | +255+5.9% | Added |
| Peterson Wealth Services | 4,578 | $1.24M | 0.31% | +187+4.3% | Added |
| Cetera Trust Company, N.A | 4,580 | $1.24M | 0.70% | −158−3.3% | Reduced |
| Hound Partners, LLC | 4,580 | $1.24M | 0.16% | +4,580 | New |
| Triangle Securities Wealth Management | 4,591 | $1.24M | 0.28% | −4−0.1% | Reduced |
| Radnor Capital Management, LLC | 4,604 | $1.25M | 0.18% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 4,604 | $1.25M | 0.12% | +100+2.2% | Added |
| CFS Investment Advisory Services, LLC | 3,843 | $1.25M | 0.09% | −161−4.0% | Reduced |
| PDS Planning, Inc | 4,613 | $1.25M | 0.08% | −1,043−18.4% | Reduced |
| Massmutual Trust Co FSB | 4,626 | $1.25M | 0.03% | −1,721−27.1% | Reduced |
| Thompson David Blair | 4,628 | $1.25M | 0.72% | −971−17.3% | Reduced |
| Townsend & Associates, Inc | 3,543 | $1.25M | 0.11% | −115−3.1% | Reduced |