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 |
|---|---|---|---|---|---|
| Harvey Investment Co LLC | 4,635 | $1.25M | 0.14% | −28−0.6% | Reduced |
| Cox Capital Mgt LLC | 4,642 | $1.26M | 0.83% | +2,297+98.0% | Added |
| Flputnam Investment Management Co | 4,651 | $1.26M | 0.02% | −749−13.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,670 | $1.26M | 0.09% | −172−3.6% | Reduced |
| Bluefin Capital Management, LLC | – | $1.27M | 1.23% | – | New |
| Veritas Investment Partners (UK) Ltd. | 4,680 | $1.27M | 0.03% | −1,420−23.3% | Reduced |
| One Capital Management, LLC | 4,681 | $1.27M | 0.03% | +271+6.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,683 | $1.27M | 0.15% | −588−11.2% | Reduced |
| Lincoln Capital Corp | 4,692 | $1.27M | 0.47% | +1,004+27.2% | Added |
| Adell Harriman & Carpenter Inc | 4,695 | $1.27M | 0.08% | −1,091−18.9% | Reduced |
| Third View Private Wealth, LLC | 4,713 | $1.28M | 0.17% | +377+8.7% | Added |
| Boothbay Fund Management, LLC | 4,717 | $1.28M | 0.03% | +2,440+107.2% | Added |
| Balentine LLC | 4,756 | $1.29M | 0.05% | +198+4.3% | Added |
| Richard W. Paul & Associates, LLC | 4,776 | $1.29M | 0.43% | +257+5.7% | Added |
| SilverOak Wealth Management LLC | 4,789 | $1.30M | 0.20% | −301−5.9% | Reduced |
| Founders Financial Securities LLC | 4,232 | $1.30M | 0.07% | −214−4.8% | Reduced |
| Shufro Rose & Co LLC | 4,807 | $1.30M | 0.09% | −215−4.3% | Reduced |
| Triad Wealth Partners, LLC | 4,826 | $1.31M | 0.10% | +489+11.3% | Added |
| Cahill Financial Advisors Inc | 4,839 | $1.31M | 0.14% | +28+0.6% | Added |
| Scott & Selber, Inc. | 4,854 | $1.31M | 0.34% | −15−0.3% | Reduced |
| Formidable Asset Management, LLC | 3,985 | $1.32M | 0.20% | −247−5.8% | Reduced |
| Fagan Associates, Inc. | 4,864 | $1.32M | 0.18% | −25−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,866 | $1.32M | 0.19% | +360+8.0% | Added |
| MBM Wealth Consultants, LLC | 4,873 | $1.32M | 0.30% | +92+1.9% | Added |
| Tranquility Partners, LLC | 4,877 | $1.32M | 0.50% | −166−3.3% | Reduced |
| Convergence Financial, LLC | 4,818 | $1.32M | 0.14% | +4,040+519.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,898 | $1.33M | 0.45% | +290+6.3% | Added |
| Diversified Enterprises, LLC | 4,911 | $1.33M | 0.07% | +167+3.5% | Added |
| Pacific Point Advisors, LLC | 4,937 | $1.34M | 0.70% | −91−1.8% | Reduced |
| OneAscent Financial Services LLC | 4,948 | $1.34M | 0.07% | +601+13.8% | Added |
| Moors & Cabot, Inc. | 4,949 | $1.34M | 0.06% | −368−6.9% | Reduced |
| Stablepoint Partners, LLC | 4,951 | $1.34M | 0.20% | +319+6.9% | Added |
| Daymark Wealth Partners, LLC | 4,960 | $1.34M | 0.04% | +247+5.2% | Added |
| Edgestream Partners, L.P. | 4,963 | $1.34M | 0.04% | −297−5.6% | Reduced |
| Wealth Effects LLC | 4,967 | $1.34M | 0.48% | −69−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,984 | $1.35M | 0.02% | −2,199−30.6% | Reduced |
| Avestar Capital, LLC | 4,989 | $1.35M | 0.09% | +56+1.1% | Added |
| Cardinal Point Capital Management, ULC | 4,991 | $1.35M | 0.08% | +195+4.1% | Added |
| Vista Investment Management | 4,994 | $1.35M | 0.45% | +8+0.2% | Added |
| Generali Investments, Management Co LLC | 4,994 | $1.35M | 0.31% | −4,367−46.7% | Reduced |
| Prestige Wealth Management Group LLC | 4,995 | $1.35M | 0.27% | +122+2.5% | Added |
| Frec Markets, Inc. | 4,995 | $1.35M | 0.23% | +1,053+26.7% | Added |
| Crossingbridge Advisors, LLC | 5,000 | $1.35M | 0.24% | +5,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $1.35M | 0.70% | +5,000 | New |
| Sheets Smith Wealth Management | 5,011 | $1.36M | 0.15% | −38−0.8% | Reduced |
| GLOBALT Investments LLC | 5,020 | $1.36M | 0.05% | −180−3.5% | Reduced |
| Modern Wealth Management, LLC | 4,976 | $1.36M | 0.02% | −257−4.9% | Reduced |
| Anb Bank | 5,054 | $1.37M | 0.55% | +458+10.0% | Added |
| IMA Wealth, Inc. | 5,059 | $1.37M | 0.13% | +43+0.9% | Added |
| Kassira Wealth Management LLC | 5,063 | $1.37M | 1.26% | +339+7.2% | Added |
| Archer Investment Corp | 5,063 | $1.37M | 0.29% | −721−12.5% | Reduced |
| Meridian Wealth Advisors, LLC | 5,091 | $1.38M | 0.18% | −6,288−55.3% | Reduced |
| Bridgewater Advisors Inc. | 4,637 | $1.38M | 0.08% | +383+9.0% | Added |
| Roberts Glore & Co Inc | 5,096 | $1.38M | 0.38% | −64−1.2% | Reduced |
| Private Trust Co NA | 5,101 | $1.38M | 0.12% | −991−16.3% | Reduced |
| Paralel Advisors LLC | 5,105 | $1.38M | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 5,132 | $1.39M | 0.05% | −12,400−70.7% | Reduced |
| LOM Asset Management Ltd | 5,140 | $1.39M | 0.40% | −237−4.4% | Reduced |
| Shum Financial Group, Inc. | 5,157 | $1.40M | 0.99% | +82+1.6% | Added |
| Paragon Capital Management LLC | 5,159 | $1.40M | 0.69% | −26−0.5% | Reduced |
| Apella Capital, LLC | 4,312 | $1.40M | 0.02% | +1,166+37.1% | Added |
| GW&K Investment Management, LLC | 5,174 | $1.40M | 0.01% | −76,745−93.7% | Reduced |
| Piscataqua Savings Bank | 5,208 | $1.41M | 0.99% | −17−0.3% | Reduced |
| Larson Financial Group LLC | 5,212 | $1.41M | 0.05% | −569−9.8% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,216 | $1.41M | 2.05% | +5,216 | New |
| Avantax Planning Partners, Inc. | 5,219 | $1.41M | 0.04% | −760−12.7% | Reduced |
| High Note Wealth, LLC | 5,224 | $1.41M | 0.28% | +396+8.2% | Added |
| Whalen Wealth Management Inc. | 5,247 | $1.42M | 0.76% | +1,472+39.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,247 | $1.42M | 0.14% | −59−1.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,268 | $1.43M | 1.22% | +556+11.8% | Added |
| Cladis Investment Advisory, LLC | 5,269 | $1.43M | 0.78% | +1,311+33.1% | Added |
| Murphy Pohlad Asset Management LLC | 5,280 | $1.43M | 0.51% | −235−4.3% | Reduced |
| Manchester Capital Management LLC | 5,282 | $1.43M | 0.21% | −117−2.2% | Reduced |
| Gen-Wealth Partners Inc | 5,284 | $1.43M | 0.45% | +286+5.7% | Added |
| Broderick Brian C | 5,286 | $1.43M | 0.26% | −6,558−55.4% | Reduced |
| CVFG LLC | 5,295 | $1.43M | 0.18% | +4,467+539.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,318 | $1.44M | 0.08% | +1,975+59.1% | Added |
| ESG Planning | 5,322 | $1.44M | 0.63% | +5,322 | New |
| Greenline Partners, LLC | 5,330 | $1.44M | 0.16% | −1,083−16.9% | Reduced |
| Everhart Financial Group, Inc. | 5,347 | $1.45M | 0.12% | +945+21.5% | Added |
| Trust Co of Toledo NA | 5,356 | $1.45M | 0.14% | +1,430+36.4% | Added |
| Geneos Wealth Management Inc. | 5,357 | $1.45M | 0.03% | −345−6.1% | Reduced |
| CMT Capital Markets Trading GmbH | 5,357 | $1.45M | 0.67% | +5,357 | New |
| Berkeley Capital Partners, LLC | 5,360 | $1.45M | 0.34% | +1,373+34.4% | Added |
| Schear Investment Advisers, LLC | 5,361 | $1.45M | 0.64% | +92+1.7% | Added |
| Fischer Financial Services, Inc. | 5,370 | $1.45M | 0.49% | −1,563−22.5% | Reduced |
| Limestone Investment Advisors LP | 5,374 | $1.45M | 0.71% | +5,374 | New |
| Hilltop National Bank | 5,377 | $1.45M | 0.35% | +293+5.8% | Added |
| Samalin Investment Counsel, LLC | 5,380 | $1.46M | 0.52% | −323−5.7% | Reduced |
| Ashton Thomas Securities, LLC | 5,392 | $1.46M | 0.18% | +363+7.2% | Added |
| Sargent Investment Group, LLC | 5,388 | $1.46M | 0.19% | +262+5.1% | Added |
| Financial Engines Advisors L.L.C. | 5,396 | $1.46M | 0.00% | +345+6.8% | Added |
| Elmwood Wealth Management, Inc. | 5,398 | $1.46M | 0.40% | −264−4.7% | Reduced |
| RiverPark Advisors, LLC | 5,400 | $1.46M | 0.53% | +364+7.2% | Added |
| Blueshift Asset Management, LLC | 5,401 | $1.46M | 0.44% | +4,605+578.5% | Added |
| Tyche Wealth Partners LLC | 5,410 | $1.46M | 0.23% | −326−5.7% | Reduced |
| Sunbelt Securities, Inc. | 5,429 | $1.47M | 0.09% | +4,013+283.4% | Added |
| Journey Strategic Wealth LLC | 5,450 | $1.47M | 0.04% | −1,484−21.4% | Reduced |
| LRT Capital Management, LLC | 5,465 | $1.48M | 1.38% | −247−4.3% | Reduced |
| ADAR1 Capital Management, LLC | 5,501 | $1.49M | 0.09% | +5,501 | New |