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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 786 | $212.6K | 0.01% | +33+4.4% | Added |
| MOKAN Wealth Management Inc. | 785 | $212.7K | 0.09% | −92−10.5% | Reduced |
| Fire Capital Management LLC | 786 | $212.7K | 0.10% | −233−22.9% | Reduced |
| Motive Wealth Advisors | 786 | $212.7K | 0.10% | −36−4.4% | Reduced |
| CM Wealth Advisors LLC | 788 | $213.2K | 0.05% | −65−7.6% | Reduced |
| Guardian Wealth Advisors, LLC | 789 | $213.5K | 0.12% | −60−7.1% | Reduced |
| Maple Capital Management, Inc. | 791 | $214.0K | 0.01% | −479−37.7% | Reduced |
| Invenio Wealth Partners LLC | 791 | $214.0K | 0.08% | −424−34.9% | Reduced |
| Bill Few Associates, Inc. | 794 | $214.9K | 0.05% | −25−3.1% | Reduced |
| Operose Advisors LLC | 795 | $215.1K | 0.05% | +303+61.6% | Added |
| Capital Advisors Wealth Management, LLC | 797 | $215.6K | 0.03% | −1,028−56.3% | Reduced |
| NewSquare Capital LLC | 797 | $215.7K | 0.02% | +183+29.8% | Added |
| Arbor Investment Advisors, LLC | 797 | $215.7K | 0.03% | −248−23.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 797 | $215.8K | 0.15% | +76+10.5% | Added |
| Avion Wealth | 801 | $216.0K | 0.04% | +157+24.4% | Added |
| Axim Planning & Wealth | 799 | $216.2K | 0.26% | +799 | New |
| Oxford Wealth Group, LLC | 800 | $216.6K | 0.12% | −46−5.4% | Reduced |
| HighMark Wealth Management LLC | 788 | $217.9K | 0.09% | −79−9.1% | Reduced |
| Raleigh Capital Management Inc. | 806 | $218.0K | 0.08% | +44+5.8% | Added |
| West Wealth Group, LLC | 806 | $218.3K | 0.04% | +100+14.2% | Added |
| MTM Investment Management, LLC | 810 | $219.2K | 0.07% | 00.0% | Unchanged |
| Seros Financial, LLC | 810 | $219.2K | 0.14% | +67+9.0% | Added |
| ETF Portfolio Partners, Inc. | 811 | $219.4K | 0.06% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 813 | $219.9K | 0.02% | +41+5.3% | Added |
| Lifestyle Asset Management, Inc. | 815 | $220.5K | 0.07% | +47+6.1% | Added |
| Greater Midwest Financial Group, LLC | 817 | $221.0K | 0.12% | +54+7.1% | Added |
| IFS Group,LLC | 817 | $221.1K | 0.20% | +817 | New |
| Colter Lewis Investment Partners LLC | 818 | $221.3K | 0.21% | +818 | New |
| Miller Global Investments, LLC | 819 | $221.6K | 0.20% | 00.0% | Unchanged |
| Crux Wealth Advisors | 820 | $221.8K | 0.09% | −16−1.9% | Reduced |
| Financial Council Asset Management Inc | 820 | $221.9K | 0.09% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 820 | $221.9K | 0.05% | +820 | New |
| Benedict Financial Advisors Inc | 821 | $222.0K | 0.05% | −60−6.8% | Reduced |
| GSG Advisors LLC | 822 | $222.4K | 0.06% | −34−4.0% | Reduced |
| Breakthru Advisory Services, LLC | 825 | $223.2K | 0.36% | −36−4.2% | Reduced |
| LFG Wealth Partners, LLC | 826 | $223.5K | 0.13% | −6−0.7% | Reduced |
| Betterment LLC | 829 | $224.0K | 0.00% | +829 | New |
| Bruce G. Allen Investments, LLC | 829 | $224.3K | 0.15% | +100+13.7% | Added |
| Veracity Capital LLC | 829 | $224.4K | 0.08% | −100−10.8% | Reduced |
| Sivia Capital Partners, LLC | 830 | $224.6K | 0.04% | −2,296−73.4% | Reduced |
| Team Financial Group, LLC | 830 | $224.7K | 0.10% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 831 | $224.9K | 0.07% | −46−5.2% | Reduced |
| Sax Wealth Advisors, LLC | 683 | $225.4K | 0.01% | −148−17.8% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,887 | $225.4K | 0.14% | +549+41.0% | Added |
| WJ Financial Advisors LLC | 833 | $225.4K | 0.18% | +25+3.1% | Added |
| Invictus Private Wealth, LLC | 833 | $225.6K | 0.01% | +833 | New |
| WMG Financial Advisors, LLC | 834 | $225.7K | 0.09% | −149−15.2% | Reduced |
| PMV Capital Advisers, LLC | 835 | $225.9K | 0.38% | −16−1.9% | Reduced |
| Destination Wealth Management | 835 | $226.1K | 0.01% | −99−10.6% | Reduced |
| Waters Parkerson & Co., LLC | 836 | $226.2K | 0.01% | −528−38.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 837 | $226.5K | 0.02% | −98−10.5% | Reduced |
| Lavaca Capital LLC | 837 | $226.5K | 0.04% | 00.0% | Unchanged |
| Odyssean, LLC | 838 | $226.8K | 0.08% | +838 | New |
| Investor's Fiduciary Advisor Network, LLC | 842 | $227.0K | 0.07% | −220−20.7% | Reduced |
| TigerOak Management, L.L.C. | 841 | $227.6K | 0.07% | −404−32.4% | Reduced |
| IFC & Insurance Marketing, Inc. | 841 | $227.7K | 0.24% | −107−11.3% | Reduced |
| Adkins Seale Capital Management LLC | 842 | $227.8K | 0.22% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 841 | $228.0K | 0.11% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 846 | $228.9K | 0.02% | −18−2.1% | Reduced |
| Stronghold Wealth Management L.L.C. | 847 | $229.2K | 0.35% | +90+11.9% | Added |
| Northern Capital Management, Inc. | 850 | $229.9K | 0.12% | +235+38.2% | Added |
| First Dallas Securities Inc. | 850 | $230.0K | 0.09% | −6,837−88.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 852 | $230.5K | 0.20% | +852 | New |
| Capstone Financial Advisors, Inc. | 855 | $231.4K | 0.01% | +4+0.5% | Added |
| Cherrydale Wealth Management, LLC | 856 | $231.5K | 0.07% | +90+11.7% | Added |
| Mach-1 Financial Group, Inc. | 856 | $231.6K | 0.08% | −1,168−57.7% | Reduced |
| RWC Asset Management LLP | 856 | $231.6K | 0.01% | +165+23.9% | Added |
| Harbour Trust & Investment Management Co | 860 | $232.7K | 0.02% | −1,389−61.8% | Reduced |
| Synergy Financial Group, LTD | 860 | $232.7K | 0.17% | +860 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 860 | $233.0K | 0.01% | −180−17.3% | Reduced |
| Owl Creek Wealth Partners LLC | 862 | $233.2K | 0.08% | +862 | New |
| Integrity Wealth Solutions LLC | 864 | $233.9K | 0.09% | −86−9.1% | Reduced |
| Elser Financial Planning, Inc | 851 | $234.0K | 0.01% | +851 | New |
| Atlas Brown,Inc. | 866 | $234.2K | 0.07% | −117−11.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 867 | $234.5K | 0.01% | −304−26.0% | Reduced |
| Tandem Investment Advisors, Inc. | 867 | $234.6K | 0.01% | −474−35.3% | Reduced |
| Eurizon SLJ Capital Ltd | 870 | $235.4K | 0.11% | −614−41.4% | Reduced |
| Johnson Financial Group, LLC | 870 | $235.4K | 0.02% | +870 | New |
| Caerus Investment Advisors, LLC | 872 | $236.0K | 0.10% | −315−26.5% | Reduced |
| Warwick Investment Management, Inc. | 872 | $236.0K | 0.03% | −142−14.0% | Reduced |
| LS Investment Advisors, LLC | 880 | $238.1K | 0.04% | −1,545−63.7% | Reduced |
| Eagle Wealth Strategies LLC | 882 | $238.6K | 0.10% | −29−3.2% | Reduced |
| Berman McAleer LLC | 882 | $238.7K | 0.03% | −9−1.0% | Reduced |
| Summit Place Financial Advisors, LLC | 882 | $238.7K | 0.11% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 882 | $238.7K | 0.11% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 884 | $239.2K | 0.01% | +264+42.6% | Added |
| TAGStone Capital, Inc. | 885 | $239.5K | 0.08% | +885 | New |
| Cheviot Value Management, LLC | 886 | $239.7K | 0.02% | −23−2.5% | Reduced |
| Whetstone Capital Advisors, LLC | 888 | $240.3K | 0.09% | +185+26.3% | Added |
| Arq Wealth Advisors, LLC | 888 | $240.3K | 0.04% | +256+40.5% | Added |
| Hills Bank & Trust Co | 889 | $240.6K | 0.01% | +151+20.5% | Added |
| Shulman DeMeo Asset Management LLC | 891 | $241.0K | 0.05% | +2+0.2% | Added |
| Brady Martz Wealth Solutions, LLC | 892 | $241.4K | 0.04% | −440−33.0% | Reduced |
| Auxano Advisors, LLC | 893 | $241.6K | 0.05% | +138+18.3% | Added |
| Polymer Capital Management (US) LLC | 896 | $242.4K | 0.04% | −127−12.4% | Reduced |
| Abc Arbitrage SA | 897 | $242.7K | 0.03% | −30−3.2% | Reduced |
| JBF Capital, Inc. | 900 | $243.5K | 0.04% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 901 | $243.8K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 904 | $244.6K | 0.07% | −212−19.0% | Reduced |
| Clean Yield Group | 904 | $244.6K | 0.07% | 00.0% | Unchanged |