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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 6,682 | $1.81M | 0.04% | +720+12.1% | Added |
| BigSur Wealth Management LLC | 6,694 | $1.81M | 0.51% | −2,200−24.7% | Reduced |
| Asset Dedication, LLC | 6,698 | $1.81M | 0.13% | −1,572−19.0% | Reduced |
| Griffin Asset Management, Inc. | 6,703 | $1.81M | 0.20% | −2,378−26.2% | Reduced |
| Rare Wolf Capital LLC | 6,703 | $1.81M | 1.17% | +1,874+38.8% | Added |
| Holderness Investments Co | 6,710 | $1.82M | 0.36% | −316−4.5% | Reduced |
| Fosun International Ltd | 6,711 | $1.82M | 0.46% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,717 | $1.82M | 0.21% | +790+13.3% | Added |
| Sendero Wealth Management, LLC | 6,730 | $1.82M | 0.20% | +80+1.2% | Added |
| Tilia Fiduciary Partners, Inc. | 6,744 | $1.82M | 1.00% | +404+6.4% | Added |
| Capital Management Associates, Inc | 6,761 | $1.83M | 0.41% | +274+4.2% | Added |
| Savvy Advisors, Inc. | 6,780 | $1.83M | 0.05% | +206+3.1% | Added |
| Inkwell Capital LLC | 6,804 | $1.84M | 1.87% | −46−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,697 | $1.84M | 0.07% | −967−14.5% | Reduced |
| Axq Capital, LP | 6,835 | $1.85M | 0.24% | −2,051−23.1% | Reduced |
| Platform Technology Partners | 6,893 | $1.87M | 0.36% | +1,551+29.0% | Added |
| Argo Wealth Advisory, LLC | 6,896 | $1.87M | 1.10% | +2,421+54.1% | Added |
| Hilltop Holdings Inc. | 6,902 | $1.87M | 0.17% | −12,545−64.5% | Reduced |
| Brown Financial Advisors | 6,908 | $1.87M | 0.71% | +511+8.0% | Added |
| Sierra Summit Advisors LLC | 6,912 | $1.87M | 0.27% | +217+3.2% | Added |
| Compton Wealth Advisory Group, LLC | 6,841 | $1.87M | 0.42% | −1,350−16.5% | Reduced |
| Csenge Advisory Group | 6,927 | $1.87M | 0.09% | −110−1.6% | Reduced |
| SLT Holdings LLC | 6,936 | $1.88M | 1.32% | +27+0.4% | Added |
| Kathmere Capital Management, LLC | 6,942 | $1.88M | 0.12% | +1,233+21.6% | Added |
| Raab & Moskowitz Asset Management LLC | 6,949 | $1.88M | 0.42% | −35−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,979 | $1.89M | 0.31% | +176+2.6% | Added |
| Fifth Lane Capital, LP | 7,000 | $1.89M | 2.30% | +1,300+22.8% | Added |
| Becker Capital Management Inc | 7,033 | $1.90M | 0.06% | −543−7.2% | Reduced |
| Portfolio Design Labs, LLC | 7,037 | $1.90M | 0.34% | −537−7.1% | Reduced |
| Concord Asset Management, LLC | 7,040 | $1.90M | 0.32% | +1,745+33.0% | Added |
| Tulsa Wealth Advisors, INC | 7,042 | $1.91M | 0.33% | −4,014−36.3% | Reduced |
| Monetary Management Group Inc | 7,083 | $1.92M | 0.46% | −200−2.7% | Reduced |
| Tiaa Trust, National Association | 7,086 | $1.92M | 0.12% | −256,030−97.3% | Reduced |
| Concord Wealth Partners | 7,088 | $1.92M | 0.25% | +1,733+32.4% | Added |
| Greenfield Savings Bank | 7,136 | $1.93M | 0.82% | +99+1.4% | Added |
| Chicago Trust Co NA | 7,145 | $1.93M | 0.31% | −2,193−23.5% | Reduced |
| F/M Investments LLC | 7,146 | $1.93M | 0.13% | −22,278−75.7% | Reduced |
| Stevens Capital Management LP | 7,152 | $1.94M | 0.30% | −3,984−35.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,481 | $1.94M | 0.04% | −1,319−19.4% | Reduced |
| Independence Bank of Kentucky | 7,177 | $1.94M | 0.25% | −1,264−15.0% | Reduced |
| Qtron Investments LLC | 7,177 | $1.94M | 0.26% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,182 | $1.94M | 0.11% | +610+9.3% | Added |
| CWC Advisors, LLC. | 7,221 | $1.95M | 0.93% | +264+3.8% | Added |
| Valley National Advisers Inc | 7,227 | $1.96M | 0.25% | −37−0.5% | Reduced |
| Community Bank, N.A. | 7,246 | $1.96M | 0.23% | +110+1.5% | Added |
| Berkshire Asset Management LLC | 7,253 | $1.96M | 0.08% | −245−3.3% | Reduced |
| Stolper Co | 62,424 | $1.97M | 0.65% | +46,121+282.9% | Added |
| Richard Bernstein Advisors LLC | 7,289 | $1.97M | 0.06% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,307 | $1.98M | 0.04% | +103+1.4% | Added |
| Cito Capital Group, LLC | 7,326 | $1.98M | 0.61% | +300+4.3% | Added |
| Integrated Advisors Network LLC | 7,337 | $1.99M | 0.10% | −8,258−53.0% | Reduced |
| Intrust Bank NA | 7,342 | $1.99M | 0.16% | −571−7.2% | Reduced |
| Viawealth, LLC | 7,357 | $1.99M | 1.11% | +278+3.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 7,379 | $2.00M | 0.34% | +7,379 | New |
| Schnieders Capital Management, LLC. | 7,389 | $2.00M | 0.32% | −1,504−16.9% | Reduced |
| Mystic Asset Management, Inc. | 7,390 | $2.00M | 0.46% | +1,250+20.4% | Added |
| Joel Isaacson & Co., LLC | 7,396 | $2.00M | 0.07% | +500+7.3% | Added |
| Hillman Capital Management, Inc. | 7,405 | $2.00M | 1.39% | −276−3.6% | Reduced |
| Boomfish Wealth Group, LLC | 7,417 | $2.01M | 1.07% | +1,605+27.6% | Added |
| Pinnacle West Asset Management, Inc. | 7,438 | $2.01M | 1.37% | −120−1.6% | Reduced |
| Nicollet Investment Management, Inc. | 7,479 | $2.02M | 0.69% | −345−4.4% | Reduced |
| Barbara Oil Co. | 7,500 | $2.03M | 0.78% | 00.0% | Unchanged |
| Shayne & Co., LLC | 7,515 | $2.03M | 0.63% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 7,549 | $2.04M | 0.51% | +747+11.0% | Added |
| BNP Paribas | 7,770 | $2.05M | 0.07% | −24,182−75.7% | Reduced |
| MPS Loria Financial Planners, LLC | 7,578 | $2.05M | 0.54% | +47+0.6% | Added |
| Neville Rodie & Shaw Inc | 7,579 | $2.05M | 0.15% | −1,637−17.8% | Reduced |
| Voleon Capital Management LP | 7,586 | $2.05M | 0.04% | +5,927+357.3% | Added |
| Paradigm Financial Partners, LLC | 7,587 | $2.05M | 0.37% | −641−7.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,588 | $2.05M | 0.57% | −4−0.1% | Reduced |
| Kinneret Advisory, LLC | 7,594 | $2.05M | 0.19% | −337−4.2% | Reduced |
| Studio Investment Management LLC | 7,603 | $2.06M | 0.37% | −127−1.6% | Reduced |
| Gateway Wealth Partners, LLC | 7,609 | $2.06M | 0.08% | +5,383+241.8% | Added |
| Eos Management, L.P. | 7,616 | $2.06M | 0.89% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,643 | $2.07M | 0.12% | −475−5.9% | Reduced |
| Fragasso Group Inc. | 7,362 | $2.07M | 0.12% | −215−2.8% | Reduced |
| Central Bank & Trust Co | 7,682 | $2.08M | 0.33% | −121−1.6% | Reduced |
| Dempze Nancy E | 7,685 | $2.08M | 1.14% | −2,781−26.6% | Reduced |
| Eastern Bank | 7,708 | $2.09M | 0.04% | −2,218−22.3% | Reduced |
| Fulton Bank, N.A. | 7,710 | $2.09M | 0.07% | −1,979−20.4% | Reduced |
| Cascades Capital Asset Management, LLC | 7,727 | $2.09M | 0.88% | −20−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,744 | $2.10M | 0.07% | +4,203+118.7% | Added |
| DeDora Capital, Inc. | 7,760 | $2.10M | 0.51% | −86−1.1% | Reduced |
| Grimes & Company, Inc. | 7,767 | $2.10M | 0.06% | +596+8.3% | Added |
| Timber Creek Capital Management LLC | 7,827 | $2.12M | 0.51% | +1,398+21.7% | Added |
| Connective Capital Management, LLC | 7,829 | $2.12M | 1.75% | +7,829 | New |
| Ostrum Asset Management | 7,887 | $2.13M | 0.12% | −3,949−33.4% | Reduced |
| Bank of Nova Scotia Trust Co | 7,906 | $2.14M | 0.18% | −5,253−39.9% | Reduced |
| Atomi Financial Group, Inc. | 7,910 | $2.14M | 0.07% | −1,834−18.8% | Reduced |
| Pathway Financial Advisers, LLC | 7,943 | $2.15M | 0.61% | −97−1.2% | Reduced |
| Resources Management Corp | 7,951 | $2.15M | 0.29% | −149−1.8% | Reduced |
| Fairbanks Capital Management, Inc. | 7,959 | $2.15M | 1.35% | −48−0.6% | Reduced |
| U S Wealth Group, LLC. | 7,964 | $2.16M | 1.46% | −69−0.9% | Reduced |
| Kovack Advisors, Inc. | 7,974 | $2.16M | 0.12% | −18,838−70.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,021 | $2.17M | 0.08% | −637−7.4% | Reduced |
| Capital Advisors Inc | 8,026 | $2.17M | 0.03% | +934+13.2% | Added |
| Northern Oak Wealth Management Inc | 8,037 | $2.17M | 0.27% | −546−6.4% | Reduced |
| RMB Capital Management, LLC | 8,046 | $2.18M | 0.04% | +452+6.0% | Added |
| Mirova | 8,068 | $2.18M | 0.09% | +8,068 | New |
| Te Ahumairangi Investment Management Ltd | 8,122 | $2.20M | 0.37% | +1,380+20.5% | Added |