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
- 3,055
- −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
- 1,400 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Aventus Investment Advisors, Inc. | 64 | $17.3K | 0.01% | +33+106.5% | Added |
| Fairman Group, LLC | 65 | $17.7K | 0.02% | +35+116.7% | Added |
| South Plains Financial, Inc. | 66 | $17.9K | 0.01% | −1,416−95.5% | Reduced |
| Wormser Freres Gestion | 65 | $18.0K | 0.01% | −5−7.1% | Reduced |
| Syntax Research, Inc. | 67 | $18.1K | 0.01% | 00.0% | Unchanged |
| Hyposwiss Advisors SA | 68 | $18.4K | 0.02% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 68 | $18.4K | 0.01% | +8+13.3% | Added |
| Daytona Street Capital LLC | 68 | $18.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $19.0K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 71 | $19.2K | 0.00% | −501−87.6% | Reduced |
| Maseco LLP | 71 | $19.2K | 0.00% | +13+22.4% | Added |
| IAG Wealth Partners, LLC | 72 | $19.5K | 0.00% | +7+10.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 72 | $19.5K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 66 | $20.6K | 0.01% | +66 | New |
| SMA Capital LLC | 77 | $20.8K | 0.01% | +77 | New |
| Robinswood Financial LLC | 78 | $21.1K | 0.01% | +1+1.3% | Added |
| Beacon Financial Strategies CORP | 80 | $21.6K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 81 | $21.9K | 0.01% | +7+9.5% | Added |
| 1248 Management, LLC | 83 | $22.5K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 84 | $22.8K | 0.01% | +1+1.2% | Added |
| Cranbrook Wealth Management, LLC | 87 | $23.5K | 0.00% | −302−77.6% | Reduced |
| Kentucky Trust Co | 90 | $24.4K | 0.01% | −33−26.8% | Reduced |
| Signature Resources Capital Management, LLC | 90 | $24.4K | 0.01% | +11+13.9% | Added |
| Redwood Park Advisors LLC | 91 | $24.6K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 93 | $25.0K | 0.00% | +1+1.1% | Added |
| DiNuzzo Private Wealth, Inc. | 93 | $25.2K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 93 | $25.2K | 0.01% | +42+82.4% | Added |
| Red Tortoise LLC | 96 | $25.9K | 0.01% | +12+14.3% | Added |
| Align Financial, LLC | 96 | $26.0K | 0.01% | −54,702−99.8% | Reduced |
| Front Row Advisors LLC | 96 | $26.0K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 85 | $26.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 98 | $26.5K | 0.01% | −6−5.8% | Reduced |
| FNY Investment Advisers, LLC | 100 | $27.0K | 0.01% | −32,275−99.7% | Reduced |
| Roble, Belko & Company, Inc | 100 | $27.0K | 0.00% | −46−31.5% | Reduced |
| Horizons Wealth Management | 100 | $27.1K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $27.1K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 100 | $27.1K | 0.01% | +16+19.0% | Added |
| Vision Financial Markets LLC | 100 | $27.1K | 0.03% | +100 | New |
| Cedar Mountain Advisors, LLC | 102 | $27.6K | 0.01% | +23+29.1% | Added |
| Comprehensive Financial Planning, Inc. | 102 | $27.7K | 0.02% | −16−13.6% | Reduced |
| McGuire Capital Advisors Inc | 103 | $28.0K | 0.02% | −17−14.2% | Reduced |
| Investment Counsel Co of Nevada | 106 | $28.7K | 0.06% | +106 | New |
| Swiss Re Ltd | 107 | $29.0K | 0.18% | 00.0% | Unchanged |
| Avalon Trust Co | 113 | $30.6K | 0.00% | −63−35.8% | Reduced |
| Clear Investment Research, LLC | 115 | $31.2K | 0.05% | +115 | New |
| Vision Retirement, LLC | 116 | $31.3K | 0.01% | −19−14.1% | Reduced |
| Sfam, LLC | 116 | $31.4K | 0.03% | 00.0% | Unchanged |
| Matrix Trust Co | 117 | $32.0K | 0.01% | +117 | New |
| Godfrey Financial Associates, Inc. | 120 | $32.5K | 0.03% | +1+0.8% | Added |
| Retirement Wealth Solutions LLC | 122 | $33.1K | 0.02% | −8−6.2% | Reduced |
| Merkkuri Wealth Advisors LLC | 123 | $33.2K | 0.02% | +123 | New |
| Evergreen Advisors, LLC | 123 | $33.3K | 0.01% | +123 | New |
| Financial Network Wealth Advisors LLC | 126 | $34.1K | 0.03% | −30−19.2% | Reduced |
| Evolution Wealth Management Inc. | 129 | $34.9K | 0.03% | +64+98.5% | Added |
| Berbice Capital Management LLC | 106 | $35.0K | 0.02% | −1,000−90.4% | Reduced |
| Vega Investment Solutions | 132 | $35.7K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 133 | $36.1K | 0.03% | +8+6.4% | Added |
| Beaird Harris Wealth Management, LLC | 136 | $36.9K | 0.00% | −5−3.5% | Reduced |
| Joseph Group Capital Management | 139 | $37.6K | 0.01% | +57+69.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 139 | $37.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 140 | $37.9K | 0.00% | +14+11.1% | Added |
| Global Wealth Strategies & Associates | 140 | $37.9K | 0.01% | +126+900.0% | Added |
| Bitterroot Capital Advisors LLC | 140 | $37.9K | 0.02% | +140 | New |
| My Portfolio Guide, LLC | 141 | $38.1K | 0.02% | +141 | New |
| Delta Asset Management LLC | 145 | $39.3K | 0.00% | −12−7.6% | Reduced |
| Creative Capital Management Investments LLC | 146 | $39.5K | 0.01% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 147 | $39.8K | 0.02% | +1+0.7% | Added |
| Scarborough Advisors, LLC | 147 | $39.8K | 0.00% | −2−1.3% | Reduced |
| Coston, McIsaac & Partners | 149 | $40.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 148 | $40.0K | 0.02% | −1−0.7% | Reduced |
| Hickory Point Bank & Trust | 149 | $40.3K | 0.03% | +149 | New |
| Your Advocates Ltd., LLP | 150 | $40.6K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 153 | $41.4K | 0.02% | +153 | New |
| WestEnd Advisors, LLC | 153 | $41.4K | 0.00% | −473−75.6% | Reduced |
| High Point Wealth Management, LLC | 153 | $41.4K | 0.04% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 210 | $41.7K | 0.00% | +210 | New |
| Westfuller Advisors, LLC | 159 | $42.9K | 0.02% | −16−9.1% | Reduced |
| Valued Wealth Advisors LLC | 159 | $43.0K | 0.02% | −1−0.6% | Reduced |
| Noble Wealth Management PBC | 160 | $43.3K | 0.02% | −28−14.9% | Reduced |
| Miller Capital Partners, Inc. | 160 | $43.3K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 158 | $43.3K | 0.02% | +154+3,850.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 161 | $43.6K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 158 | $44.0K | 0.01% | −48−23.3% | Reduced |
| VSM Wealth Advisory, LLC | 165 | $44.6K | 0.01% | +94+132.4% | Added |
| Fourth Dimension Wealth, LLC | 167 | $45.2K | 0.02% | 00.0% | Unchanged |
| Motco | 169 | $45.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 176 | $47.6K | 0.02% | +43+32.3% | Added |
| Darwin Advisors, LLC | 176 | $47.8K | 0.01% | −725−80.5% | Reduced |
| Provenance Wealth Advisors, LLC | 179 | $48.4K | 0.01% | −63−26.0% | Reduced |
| Clayton Financial Group LLC | 180 | $48.7K | 0.02% | −85−32.1% | Reduced |
| Costello Asset Management, INC | 181 | $49.0K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 184 | $49.8K | 0.03% | +7+4.0% | Added |
| BankPlus Trust Department | 194 | $52.5K | 0.01% | −238−55.1% | Reduced |
| Strive Financial Group ,LLC | 199 | $54.0K | 0.03% | +2+1.0% | Added |
| Acima Private Wealth, LLC | 200 | $54.1K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $54.1K | 0.00% | +200 | New |
| ROSS\JOHNSON & Associates LLC | 202 | $54.7K | 0.99% | −2−1.0% | Reduced |
| Wilkerson Advisory Group LLC | 204 | $55.2K | 0.02% | +114+126.7% | Added |
| GoalVest Advisory LLC | 205 | $55.5K | 0.01% | −141−40.8% | Reduced |