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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 500 | $135.2K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 504 | $136.4K | 0.11% | +500+12,500.0% | Added |
| REAP Financial Group, LLC | 505 | $136.7K | 0.03% | +50+11.0% | Added |
| Old Point Trust & Financial Services N A | 510 | $138.0K | 0.04% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 510 | $138.0K | 0.07% | +177+53.2% | Added |
| Centennial Bank | 514 | $139.1K | 0.05% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 532 | $143.9K | 0.11% | +532 | New |
| Dixon Mitchell Investment Counsel Inc. | 534 | $144.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 550 | $148.8K | 0.07% | −53−8.8% | Reduced |
| Kingdom Financial Group LLC. | 550 | $148.9K | 0.04% | +20+3.8% | Added |
| Lloyd Advisory Services, LLC. | 550 | $148.9K | 0.04% | +550 | New |
| Global Trust Asset Management, LLC | 558 | $151.0K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 560 | $151.6K | 0.04% | +153+37.6% | Added |
| First United Bank Trust | 574 | $155.3K | 0.05% | −12−2.0% | Reduced |
| American Capital Advisory, LLC | 574 | $155.3K | 0.06% | +11+2.0% | Added |
| 1620 Investment Advisors, Inc. | 578 | $156.4K | 0.11% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 580 | $156.9K | 0.09% | +580 | New |
| UMA Financial Services, Inc. | 581 | $157.2K | 0.02% | −22−3.6% | Reduced |
| Sittner & Nelson, LLC | 581 | $157.3K | 0.06% | −40−6.4% | Reduced |
| Fountainhead AM, LLC | 582 | $157.4K | 0.14% | +582 | New |
| Migdal Insurance & Financial Holdings Ltd. | 592 | $160.2K | 0.00% | +1+0.2% | Added |
| Hanson & Doremus Investment Management | 601 | $163.0K | 0.02% | −80−11.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 593 | $163.7K | 0.02% | −9,279−94.0% | Reduced |
| Union Savings Bank | 607 | $164.2K | 0.07% | +158+35.2% | Added |
| Price Financial Group Wealth Management, Inc | 514 | $166.3K | 2.75% | +514 | New |
| Bogart Wealth, LLC | 624 | $168.9K | 0.01% | +65+11.6% | Added |
| Newton One Investments LLC | 626 | $169.5K | 0.05% | +4+0.6% | Added |
| Intentional Wealth Strategies, LLC | 642 | $173.7K | 0.16% | +642 | New |
| Quarry LP | 648 | $175.3K | 0.04% | −420−39.3% | Reduced |
| SOA Wealth Advisors, LLC. | 648 | $175.5K | 0.03% | −25−3.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 663 | $179.5K | 0.03% | −481−42.0% | Reduced |
| Vestor Capital, LLC | 665 | $180.0K | 0.01% | −191−22.3% | Reduced |
| McIlrath & Eck, LLC | 671 | $181.6K | 0.01% | +3+0.4% | Added |
| Leo H. Evart, Inc. | 682 | $184.6K | 0.16% | +682 | New |
| Barrett & Company, Inc. | 684 | $185.0K | 0.06% | +203+42.2% | Added |
| Bollard Group LLC | 686 | $186.0K | 0.01% | −7−1.0% | Reduced |
| Legacy Wealth Managment, LLC | 691 | $186.9K | 0.09% | −63−8.4% | Reduced |
| Webster Bank, N. A. | 699 | $189.1K | 0.02% | −204−22.6% | Reduced |
| Atlantic Private Wealth, LLC | 700 | $189.4K | 0.12% | −2,419−77.6% | Reduced |
| Truvestments Capital LLC | 707 | $191.3K | 0.03% | +491+227.3% | Added |
| Bullseye Investment Management, LLC | 710 | $192.1K | 0.10% | +510+255.0% | Added |
| Copeland Capital Management, LLC | 720 | $194.8K | 0.00% | −109−13.1% | Reduced |
| TFC Financial Management | 721 | $195.1K | 0.02% | −355−33.0% | Reduced |
| Capula Management Ltd | 727 | $196.7K | 0.00% | +727 | New |
| Adirondack Trust Co | 730 | $197.5K | 0.07% | −218−23.0% | Reduced |
| Millstone Evans Group, LLC | 735 | $198.9K | 0.12% | +14+1.9% | Added |
| Boston Research & Management Inc | 740 | $200.2K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 740 | $200.3K | 0.03% | −418−36.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 741 | $200.4K | 0.04% | −28−3.6% | Reduced |
| Westshore Wealth, LLC | 741 | $200.5K | 0.07% | +134+22.1% | Added |
| 360 Financial, Inc. | 742 | $200.8K | 0.06% | −139−15.8% | Reduced |
| Coyle Financial Counsel LLC | 744 | $201.3K | 0.04% | +90+13.8% | Added |
| Hoese & Co LLP | 745 | $201.6K | 0.15% | −105−12.4% | Reduced |
| Argent Advisors, Inc. | 745 | $201.6K | 0.06% | +5+0.7% | Added |
| Vista Investment Partners LLC | 746 | $201.9K | 0.05% | +2+0.3% | Added |
| Brio Consultants, LLC | 556 | $202.3K | 0.02% | −106−16.0% | Reduced |
| Klingenstein Fields & Co LP | 748 | $202.4K | 0.01% | −125−14.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 749 | $202.6K | 0.02% | −700−48.3% | Reduced |
| Williams & Novak, LLC | 741 | $202.9K | 0.15% | +19+2.6% | Added |
| First Business Financial Services, Inc. | 750 | $202.9K | 0.02% | −129−14.7% | Reduced |
| Spirit of America Management Corp | 750 | $202.9K | 0.04% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 750 | $203.0K | 0.04% | +116+18.3% | Added |
| Omnia Family Wealth, LLC | 751 | $203.2K | 0.06% | −437−36.8% | Reduced |
| Integral Investment Advisors, Inc. | 754 | $203.9K | 0.05% | −381−33.6% | Reduced |
| Beacon Financial Advisory LLC | 754 | $204.0K | 0.05% | −3−0.4% | Reduced |
| American National Bank of Texas | 755 | $204.3K | 0.19% | +14+1.9% | Added |
| Alliance Wealth Management Group | 755 | $204.3K | 0.04% | +25+3.4% | Added |
| Plante Moran Financial Advisors, LLC | 756 | $204.6K | 0.01% | −88−10.4% | Reduced |
| TSFG, LLC | 758 | $205.0K | 0.03% | +266+54.1% | Added |
| Code Waechter LLC | 758 | $205.1K | 0.12% | −644−45.9% | Reduced |
| Canandaigua National Trust Co of Florida | 758 | $205.1K | 0.16% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 758 | $205.2K | 0.10% | −7−0.9% | Reduced |
| Center for Financial Planning, Inc. | 759 | $205.3K | 0.02% | −415−35.3% | Reduced |
| Crew Capital Management, Ltd. | 761 | $205.9K | 0.14% | +30+4.1% | Added |
| Continuum Wealth Advisors, LLC | 763 | $206.5K | 0.09% | −200−20.8% | Reduced |
| Perryman Financial Advisory Inc | 763 | $206.5K | 0.03% | −255−25.0% | Reduced |
| Vilga Financial Planning LLC | 764 | $206.7K | 0.18% | +36+4.9% | Added |
| Greatmark Investment Partners, Inc. | 765 | $207.0K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 766 | $207.2K | 0.05% | +155+25.4% | Added |
| American Financial Advisors, LLC | 766 | $207.3K | 0.03% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 768 | $207.8K | 0.05% | +768 | New |
| Hofer & Associates. Inc | 768 | $207.8K | 0.11% | −21−2.7% | Reduced |
| Wendell David Associates Inc | 767 | $208.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 769 | $208.1K | 0.05% | +454+144.1% | Added |
| Tennessee Valley Asset Management Partners | 769 | $208.1K | 0.03% | +158+25.9% | Added |
| Towercrest Capital Management | 770 | $208.4K | 0.03% | +25+3.4% | Added |
| Addison Advisors LLC | 770 | $208.4K | 0.05% | −26−3.3% | Reduced |
| Knightsbridge Asset Management, LLC | 770 | $208.4K | 0.03% | +45+6.2% | Added |
| Camden National Bank | 772 | $208.9K | 0.03% | −912−54.2% | Reduced |
| Westhampton Capital, LLC | 772 | $208.9K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 773 | $209.1K | 0.01% | −24−3.0% | Reduced |
| Horizon Financial Services, LLC | 773 | $209.1K | 0.09% | +194+33.5% | Added |
| August Group Capital Ltd | 773 | $209.2K | 0.24% | +69+9.8% | Added |
| G&S Capital LLC | 776 | $209.8K | 0.07% | −8,733−91.8% | Reduced |
| Heron Bay Capital Management | 776 | $210.0K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 777 | $210.2K | 0.06% | −175−18.4% | Reduced |
| TrueWealth Advisors, LLC | 779 | $210.7K | 0.05% | +18+2.4% | Added |
| XY Planning Network, Inc. | 772 | $211.5K | 0.03% | −661−46.1% | Reduced |
| RMR Wealth Builders | 783 | $212.0K | 0.02% | −213−21.4% | Reduced |
| Trifecta Capital Advisors, LLC | 785 | $212.4K | 0.03% | 00.0% | Unchanged |