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 |
|---|---|---|---|---|---|
| Sankala Group LLC | 216 | $56.2K | 0.05% | +9+4.3% | Added |
| Ogorek Anthony Joseph | 211 | $57.0K | 0.02% | +52+32.7% | Added |
| Glass Jacobson Investment Advisors llc | 211 | $57.2K | 0.02% | +71+50.7% | Added |
| Blue Bell Private Wealth Management, LLC | 214 | $57.9K | 0.01% | −14−6.1% | Reduced |
| Curat Global, LLC | 220 | $59.5K | 0.06% | −20−8.3% | Reduced |
| Community Financial Services Group, LLC | 219 | $60.0K | 0.01% | +219 | New |
| Decker Retirement Planning Inc. | 223 | $60.4K | 0.03% | +200+869.6% | Added |
| Financial Life Planners | 227 | $61.5K | 0.05% | +227 | New |
| Rialto Wealth Management, LLC | 228 | $61.7K | 0.01% | +48+26.7% | Added |
| Canton Hathaway, LLC | 230 | $62.2K | 0.01% | −100−30.3% | Reduced |
| Anfield Capital Management, LLC | 234 | $63.3K | 0.02% | +154+192.5% | Added |
| Evelyn Partners Asset Management Ltd | 237 | $64.1K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 240 | $64.9K | 0.04% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 241 | $65.2K | 0.19% | 00.0% | Unchanged |
| Bank of New Hampshire | 242 | $65.5K | 0.01% | +2+0.8% | Added |
| ZRC Wealth Management, LLC | 245 | $66.3K | 0.02% | +39+18.9% | Added |
| Bell Investment Advisors, Inc | 246 | $66.6K | 0.01% | +31+14.4% | Added |
| Bank of Jackson Hole Trust | 248 | $67.1K | 0.03% | +2+0.8% | Added |
| Lummis Asset Management, LP | 249 | $67.4K | 0.04% | 00.0% | Unchanged |
| NorthAvenue LLC | 250 | $67.6K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 252 | $68.0K | 0.05% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 254 | $68.7K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 254 | $68.7K | 0.01% | −56−18.1% | Reduced |
| Sherman Asset Management, Inc. | 260 | $70.4K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 266 | $72.0K | 0.02% | −199−42.8% | Reduced |
| True Link Financial Advisors, LLC | 267 | $72.2K | 0.00% | +267 | New |
| Bangor Savings Bank | 268 | $72.5K | 0.01% | −31−10.4% | Reduced |
| Napier Financial, LLC | 268 | $72.5K | 0.02% | +268 | New |
| Atwood & Palmer Inc | 269 | $72.8K | 0.00% | −227−45.8% | Reduced |
| YANKCOM Partnership | 274 | $74.1K | 0.03% | −26−8.7% | Reduced |
| TD Capital Management LLC | 275 | $74.3K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 275 | $74.4K | 0.01% | −12−4.2% | Reduced |
| Financial Avengers, Inc. | 276 | $74.6K | 0.03% | +2+0.7% | Added |
| SJS Investment Consulting Inc. | 281 | $76.0K | 0.01% | −386−57.9% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 283 | $76.6K | 0.06% | +73+34.8% | Added |
| Security National Bank | 283 | $76.6K | 0.01% | −144−33.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 285 | $77.3K | 0.03% | −899−75.9% | Reduced |
| Tidemark, LLC | 288 | $78.0K | 0.02% | +16+5.9% | Added |
| Aspect Partners, LLC | 289 | $78.2K | 0.03% | −24−7.7% | Reduced |
| Blume Capital Management, Inc. | 290 | $78.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 291 | $78.7K | 0.01% | +10+3.6% | Added |
| Rational Advisors LLC | 295 | $79.8K | 0.01% | −2,000−87.1% | Reduced |
| Hilton Head Capital Partners, LLC | 301 | $81.4K | 0.05% | −13−4.1% | Reduced |
| Wolff Wiese Magana LLC | 301 | $81.4K | 0.04% | +6+2.0% | Added |
| MB, Levis & Associates, LLC | 302 | $81.6K | 0.03% | −18−5.6% | Reduced |
| Maj Invest Holding A/S | 307 | $83.0K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 320 | $86.6K | 0.04% | +320 | New |
| WPG Advisers, LLC | 322 | $87.1K | 0.06% | −58−15.3% | Reduced |
| MRP Capital Investments, LLC | 323 | $87.4K | 0.08% | −1,047−76.4% | Reduced |
| Standard Family Office LLC | 324 | $87.7K | 0.09% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 325 | $87.9K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 326 | $88.2K | 0.02% | +68+26.4% | Added |
| Hager Investment Management Services, LLC | 328 | $88.8K | 0.05% | −4−1.2% | Reduced |
| Dunhill Financial, LLC | 329 | $89.2K | 0.02% | −157−32.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 331 | $89.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 337 | $91.2K | 0.01% | +22+7.0% | Added |
| Wealth Preservation Advisors, LLC | 339 | $91.7K | 0.08% | −70−17.1% | Reduced |
| Kemnay Advisory Services Inc. | 341 | $92.3K | 0.01% | −18−5.0% | Reduced |
| POM Investment Strategies, LLC | 342 | $92.5K | 0.11% | +7+2.1% | Added |
| Hara Capital LLC | 344 | $93.1K | 0.05% | −30−8.0% | Reduced |
| Pacific Center for Financial Services | 344 | $93.1K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 349 | $94.4K | 0.06% | −137−28.2% | Reduced |
| Private Wealth Management Group, LLC | 353 | $95.5K | 0.03% | +89+33.7% | Added |
| Sachetta, LLC | 354 | $95.7K | 0.05% | +70+24.6% | Added |
| Stone House Investment Management, LLC | 354 | $95.9K | 0.02% | −37−9.5% | Reduced |
| Pinney & Scofield, Inc. | 355 | $96.1K | 0.05% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 356 | $96.3K | 0.10% | +304+584.6% | Added |
| Y.D. More Investments Ltd | 364 | $97.3K | 0.00% | −3,204−89.8% | Reduced |
| Wellington Shields Capital Management, LLC | 361 | $97.8K | 0.01% | −3,114−89.6% | Reduced |
| Arlington Trust Co LLC | 364 | $98.5K | 0.01% | +201+123.3% | Added |
| Hikari Tsushin, Inc. | 365 | $98.8K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 370 | $100.1K | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 381 | $103.1K | 0.00% | −9,275−96.1% | Reduced |
| Mascoma Wealth Management LLC | 388 | $105.0K | 0.02% | −162−29.5% | Reduced |
| Silver Grove Financial Group, Inc. | 389 | $105.3K | 0.08% | +389 | New |
| Ares Financial Consulting, LLC | 391 | $107.2K | 0.08% | +175+81.0% | Added |
| Meramec Financial Planners, LLC | 332 | $107.4K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 397 | $107.4K | 0.03% | +52+15.1% | Added |
| Western Pacific Wealth Management, LP | 397 | $107.4K | 0.11% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 399 | $108.0K | 0.10% | +230+136.1% | Added |
| Kozak & Associates, Inc. | 347 | $108.7K | 0.02% | −39−10.1% | Reduced |
| Asset Planning,Inc | 402 | $108.8K | 0.08% | −913−69.4% | Reduced |
| Cornerstone National Bank & Trust Co | 400 | $109.6K | 0.04% | +384+2,400.0% | Added |
| First Community Trust NA | 408 | $110.4K | 0.08% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 412 | $111.4K | 0.03% | +3+0.7% | Added |
| Quaker Wealth Management, LLC | 418 | $113.0K | 0.04% | +76+22.2% | Added |
| Key Capital Management, INC | 422 | $114.2K | 0.08% | +304+257.6% | Added |
| Intesa Sanpaolo Wealth Management | 424 | $114.7K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 433 | $117.2K | 0.04% | +31+7.7% | Added |
| Pioneer Family Office, LLC | 440 | $119.1K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 441 | $119.3K | 0.04% | −495−52.9% | Reduced |
| Financial Freedom, LLC | 442 | $119.6K | 0.06% | +2+0.5% | Added |
| City State Bank | 444 | $120.1K | 0.03% | +26+6.2% | Added |
| Kerr Financial Planning Corp | 339 | $124.7K | 0.15% | +3+0.9% | Added |
| Elkhorn Partners Limited Partnership | 470 | $127.2K | 0.08% | −430−47.8% | Reduced |
| Bravera Wealth | 473 | $128.0K | 0.06% | +31+7.0% | Added |
| Prosperity Bancshares Inc | 477 | $129.1K | 0.10% | +133+38.7% | Added |
| Princeton Global Asset Management LLC | 482 | $130.3K | 0.02% | −13−2.6% | Reduced |
| Sofos Investments, Inc. | 485 | $131.2K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 497 | $134.6K | 0.08% | +6+1.2% | Added |