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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 5,530 | $1.50M | 0.03% | −368−6.2% | Reduced |
| Morningstar Investment Management LLC | 5,534 | $1.50M | 0.09% | +446+8.8% | Added |
| EverSource Wealth Advisors, LLC | 5,550 | $1.50M | 0.05% | +120+2.2% | Added |
| Personal Cfo Solutions, LLC | 5,580 | $1.51M | 0.21% | +931+20.0% | Added |
| Wealth Architects, LLC | 5,602 | $1.52M | 0.14% | +354+6.7% | Added |
| Boston Family Office LLC | 5,601 | $1.52M | 0.10% | −724−11.4% | Reduced |
| Aventura Private Wealth, LLC | 5,632 | $1.52M | 0.56% | −111−1.9% | Reduced |
| Magnus Financial Group LLC | 5,632 | $1.52M | 0.12% | −675−10.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,645 | $1.53M | 0.05% | −468−7.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 5,661 | $1.53M | 0.89% | +133+2.4% | Added |
| SWS Partners | 5,672 | $1.53M | 0.38% | +1,135+25.0% | Added |
| Rowland & Co Investment Counsel | 5,677 | $1.54M | 0.31% | +678+13.6% | Added |
| Accurate Wealth Management, LLC | 5,045 | $1.54M | 0.18% | +291+6.1% | Added |
| Birch Capital Management, LLC | 5,681 | $1.54M | 0.81% | −178−3.0% | Reduced |
| Dover Advisors, LLC | 5,714 | $1.55M | 0.64% | −158−2.7% | Reduced |
| Chiron Capital Management, LLC | 5,726 | $1.55M | 1.59% | +5,726 | New |
| American National Bank | 5,727 | $1.55M | 0.15% | −301−5.0% | Reduced |
| Parkside Financial Bank & Trust | 5,731 | $1.55M | 0.12% | −1,090−16.0% | Reduced |
| Valmark Advisers, Inc. | 5,733 | $1.55M | 0.02% | −85−1.5% | Reduced |
| Brown Shipley& Co Ltd | 5,740 | $1.55M | 0.93% | −4,374−43.2% | Reduced |
| RFG Advisory, LLC | 5,741 | $1.55M | 0.03% | −458−7.4% | Reduced |
| City Holding Co | 5,778 | $1.56M | 0.20% | −3,254−36.0% | Reduced |
| Headlands Technologies LLC | 5,787 | $1.57M | 0.18% | +5,787 | New |
| Cherokee Insurance Co | 5,800 | $1.57M | 0.60% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,820 | $1.57M | 0.03% | −1,843−24.1% | Reduced |
| 111 Capital | 5,834 | $1.58M | 0.39% | +1,214+26.3% | Added |
| Donoghue Forlines LLC | 5,837 | $1.58M | 0.44% | +5,837 | New |
| PFG Advisors | 5,856 | $1.58M | 0.08% | −700−10.7% | Reduced |
| Evergreen Wealth Management, LLC | 5,881 | $1.59M | 0.82% | +67+1.2% | Added |
| Connecticut Wealth Management, LLC | 5,888 | $1.59M | 0.07% | −670−10.2% | Reduced |
| Stratos Wealth Advisors, LLC | 5,895 | $1.60M | 0.10% | +443+8.1% | Added |
| Affiance Financial, LLC | 5,897 | $1.60M | 0.26% | +6+0.1% | Added |
| Shoker Investment Counsel, Inc. | 5,914 | $1.60M | 0.48% | −1,717−22.5% | Reduced |
| Premier Path Wealth Partners, LLC | 5,928 | $1.60M | 0.21% | +1,158+24.3% | Added |
| Cassaday & Co Wealth Management LLC | 5,930 | $1.60M | 0.03% | −2,818−32.2% | Reduced |
| Osprey Private Wealth LLC | 5,932 | $1.61M | 0.46% | −62−1.0% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 5,947 | $1.61M | 0.19% | −129−2.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,950 | $1.61M | 0.13% | −54,049−90.1% | Reduced |
| Magnetar Financial LLC | 6,159 | $1.61M | 0.02% | +4,324+235.6% | Added |
| Viking Fund Management LLC | 6,000 | $1.62M | 0.17% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,007 | $1.63M | 0.55% | −665−10.0% | Reduced |
| Meiji Yasuda America Inc | 6,021 | $1.63M | 0.40% | −82−1.3% | Reduced |
| Ulland Investment Advisors, LLC | 6,029 | $1.63M | 1.40% | −394−6.1% | Reduced |
| Delta Global Management LP | 6,050 | $1.64M | 0.13% | +6,050 | New |
| Constitution Capital LLC | 6,082 | $1.65M | 0.82% | −660−9.8% | Reduced |
| CoreFirst Bank & Trust | 6,082 | $1.65M | 0.87% | +4,043+198.3% | Added |
| Kanawha Capital Management LLC | 6,083 | $1.65M | 0.12% | +2,102+52.8% | Added |
| Permanens Capital L.P. | 6,085 | $1.65M | 0.21% | −4,065−40.0% | Reduced |
| Kesler, Norman & Wride, LLC | 6,104 | $1.65M | 0.28% | +807+15.2% | Added |
| Birchwood Financial Partners, Inc. | 6,107 | $1.65M | 1.59% | +30.0% | Added |
| J.Safra Asset Management Corp | 6,116 | $1.66M | 0.09% | +309+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,133 | $1.66M | 0.47% | +1,833+42.6% | Added |
| Sowell Financial Services LLC | 6,137 | $1.66M | 0.06% | −6,413−51.1% | Reduced |
| Stenger Family Office, LLC | 6,138 | $1.66M | 0.30% | −548−8.2% | Reduced |
| Delta Capital Management LLC | 6,145 | $1.66M | 0.92% | −20−0.3% | Reduced |
| Clear Creek Financial Management, LLC | 6,147 | $1.66M | 0.13% | +1,885+44.2% | Added |
| Dana Investment Advisors, Inc. | 6,148 | $1.66M | 0.05% | −2,497−28.9% | Reduced |
| Titan Investment Solutions Ltd | 6,171 | $1.67M | 0.21% | −28,019−82.0% | Reduced |
| Advisory Alpha, LLC | 6,174 | $1.67M | 0.05% | +669+12.2% | Added |
| Stoneridge Investment Partners LLC | 6,208 | $1.68M | 1.22% | +3,623+140.2% | Added |
| Silvercrest Asset Management Group LLC | 6,212 | $1.68M | 0.01% | −4,871−44.0% | Reduced |
| Royal Capital Wealth Management, LLC | 6,224 | $1.68M | 1.05% | −37−0.6% | Reduced |
| Goldenstone Wealth Management LLC | 6,229 | $1.69M | 1.23% | +8+0.1% | Added |
| All Terrain Financial Advisors, LLC | 6,237 | $1.69M | 0.53% | +407+7.0% | Added |
| New Insight Wealth Advisors | 6,244 | $1.69M | 0.61% | +2,392+62.1% | Added |
| Indivisible Partners | 6,256 | $1.69M | 0.15% | +2,865+84.5% | Added |
| Circle Wealth Management, LLC | 6,270 | $1.70M | 0.02% | +12+0.2% | Added |
| Adviser Investments LLC | 6,284 | $1.70M | 0.02% | +151+2.5% | Added |
| Center for Wealth Management Advisory | 6,285 | $1.70M | 1.22% | +49+0.8% | Added |
| TMB Capital Partners, LLC | 6,297 | $1.70M | 0.57% | +3,295+109.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,312 | $1.71M | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,326 | $1.71M | 0.17% | −674−9.6% | Reduced |
| Gs Investments, Inc. | 6,338 | $1.71M | 0.98% | −1,482−19.0% | Reduced |
| Pallas Capital Advisors LLC | 6,347 | $1.72M | 0.06% | −1,487−19.0% | Reduced |
| Ronald Blue Trust, Inc. | 6,363 | $1.72M | 0.02% | −182−2.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,364 | $1.72M | 0.15% | +2,193+52.6% | Added |
| KPP Advisory Services LLC | 6,411 | $1.73M | 0.25% | +1,640+34.4% | Added |
| WealthShield Partners, LLC | 6,432 | $1.74M | 0.19% | −6,950−51.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,435 | $1.74M | 0.29% | −1,650−20.4% | Reduced |
| King Luther Capital Management Corp | 6,452 | $1.75M | 0.01% | −3,020−31.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,457 | $1.75M | 0.26% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,466 | $1.75M | 0.08% | −528−7.5% | Reduced |
| Petros Family Wealth, LLC | 6,476 | $1.75M | 1.25% | +163+2.6% | Added |
| Clear Trail Advisors, LLC | 6,478 | $1.75M | 0.29% | −424−6.1% | Reduced |
| Confluence Wealth Services, Inc. | 6,482 | $1.75M | 0.07% | +404+6.6% | Added |
| Gsa Capital Partners LLP | 6,489 | $1.76M | 0.11% | −184−2.8% | Reduced |
| Thoroughbred Financial Services, LLC | 6,502 | $1.76M | 0.11% | −173−2.6% | Reduced |
| Summit Global Investments | 6,520 | $1.76M | 0.10% | −159−2.4% | Reduced |
| Applied Capital LLC | 6,527 | $1.77M | 1.28% | +362+5.9% | Added |
| Moody National Bank Trust Division | 6,574 | $1.78M | 0.17% | −222−3.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 6,587 | $1.78M | 0.21% | +136+2.1% | Added |
| BOCHK Asset Management Ltd | 6,590 | $1.78M | 0.37% | +700+11.9% | Added |
| Impact Capital Partners LLC | 6,591 | $1.78M | 0.54% | −238−3.5% | Reduced |
| Hartford Financial Management Inc. | 6,605 | $1.79M | 0.46% | +477+7.8% | Added |
| Longfellow Investment Management Co LLC | 6,614 | $1.79M | 0.37% | +1,188+21.9% | Added |
| Boston Private Wealth LLC | 6,631 | $1.79M | 0.12% | −6,941−51.1% | Reduced |
| Wright Investors Service Inc | 6,633 | $1.79M | 0.56% | −5,453−45.1% | Reduced |
| Spears Abacus Advisors LLC | 6,641 | $1.80M | 0.04% | −221−3.2% | Reduced |
| Connable Office Inc | 6,652 | $1.80M | 0.18% | +5+0.1% | Added |
| First National Bank of Omaha | 6,857 | $1.80M | 0.06% | −369−5.1% | Reduced |