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 |
|---|---|---|---|---|---|
| Clark Asset Management, LLC | 908 | $245.6K | 0.02% | +41+4.7% | Added |
| First Heartland Consultants, Inc. | 909 | $245.9K | 0.02% | −19−2.0% | Reduced |
| Red Wave Investments LLC | 909 | $246.0K | 0.07% | −18−1.9% | Reduced |
| Blalock Williams, LLC | 912 | $246.8K | 0.19% | −396−30.3% | Reduced |
| Cornerstone Financial Management LLC | 912 | $246.8K | 0.23% | −20−2.1% | Reduced |
| Pines Wealth Management, LLC | 913 | $247.0K | 0.08% | +102+12.6% | Added |
| Financial & Tax Architects, LLC | 914 | $247.3K | 0.06% | +46+5.3% | Added |
| A4 Wealth Advisors LLC | 915 | $247.5K | 0.21% | −317−25.7% | Reduced |
| Balboa Wealth Partners | 915 | $247.7K | 0.04% | +50+5.8% | Added |
| Washington Trust Advisors, Inc. | 916 | $247.8K | 0.02% | −12−1.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 916 | $247.9K | 0.20% | +68+8.0% | Added |
| Cornerstone Planning Group LLC | 682 | $248.0K | 0.03% | +45+7.1% | Added |
| Strait & Sound Wealth Management LLC | 918 | $248.4K | 0.09% | +918 | New |
| Lafayette Investments, Inc. | 918 | $248.4K | 0.05% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 919 | $248.7K | 0.05% | −52−5.4% | Reduced |
| Commonwealth Financial Services, LLC | 921 | $249.2K | 0.04% | −242−20.8% | Reduced |
| Silvant Capital Management LLC | 921 | $249.2K | 0.01% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 922 | $249.4K | 0.03% | −31−3.3% | Reduced |
| Satovsky Asset Management LLC | 922 | $249.4K | 0.04% | +5+0.5% | Added |
| KRS Capital Management, LLC | 922 | $249.7K | 0.15% | −46−4.8% | Reduced |
| Peak Retirement Planning, Inc. | 925 | $250.2K | 0.05% | +19+2.1% | Added |
| Catalina Capital Group, LLC | 926 | $250.5K | 0.15% | −105−10.2% | Reduced |
| New England Capital Financial Advisors LLC | 927 | $250.8K | 0.07% | +2+0.2% | Added |
| Compass Capital Corp | 683 | $251.1K | 0.09% | +683 | New |
| Foguth Wealth Management, LLC. | 661 | $251.5K | 0.03% | −88−11.7% | Reduced |
| Tillman Hartley LLC | 930 | $251.6K | 0.06% | −369−28.4% | Reduced |
| Stillwater Capital Advisors, LLC | 931 | $251.9K | 0.03% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 933 | $252.5K | 0.07% | +37+4.1% | Added |
| Evergreen Wealth Solutions, LLC | 934 | $252.8K | 0.02% | +195+26.4% | Added |
| Alteri Wealth LLC | 935 | $253.0K | 0.08% | +156+20.0% | Added |
| Kiley Juergens Wealth Management, LLC | 935 | $253.0K | 0.04% | +935 | New |
| Compass Ion Advisors, LLC | 936 | $253.2K | 0.02% | −71−7.1% | Reduced |
| Sageworth Trust Co | 937 | $253.5K | 0.01% | +937 | New |
| Covestor Ltd | 938 | $254.0K | 0.18% | −407−30.3% | Reduced |
| Miller Financial Services LLC | 941 | $254.6K | 0.28% | −39−4.0% | Reduced |
| Oxford Financial Group Ltd | 942 | $254.8K | 0.01% | −82−8.0% | Reduced |
| Benin Management CORP | 943 | $255.2K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 944 | $255.5K | 0.16% | +52+5.8% | Added |
| Consilio Wealth Advisors, LLC | 945 | $255.6K | 0.07% | −127−11.8% | Reduced |
| Heartland Advisors Inc | 945 | $255.7K | 0.01% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 945 | $255.7K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 947 | $256.2K | 0.06% | −232−19.7% | Reduced |
| Forthright Family Wealth Advisory LLC | 518 | $256.3K | 0.17% | +518 | New |
| Congress Asset Management Co | 949 | $256.7K | 0.00% | −498−34.4% | Reduced |
| Permanent Capital Management, LP | 694 | $257.1K | 0.04% | −295−29.8% | Reduced |
| Karras Company, Inc. | 951 | $257.3K | 0.26% | −224−19.1% | Reduced |
| Regatta Capital Group, LLC | 953 | $257.8K | 0.04% | +116+13.9% | Added |
| Ariston Services Group | 0 | $257.9K | 0.15% | −953−100.0% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 956 | $258.7K | 0.12% | −411−30.1% | Reduced |
| Swisher Financial Concepts, Inc. | 960 | $259.8K | 0.15% | +50+5.5% | Added |
| Concentric Capital Strategies, LP | 963 | $260.6K | 0.02% | +963 | New |
| RDA Financial Network | 963 | $260.7K | 0.07% | −28−2.8% | Reduced |
| Tower Trust & Investment Co | 967 | $261.6K | 0.17% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 793 | $261.8K | 0.16% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 967 | $261.8K | 0.06% | +56+6.1% | Added |
| Wall Street Financial Group, Inc. | 968 | $261.9K | 0.16% | +183+23.3% | Added |
| Mustard Seed Financial, LLC | 970 | $262.5K | 0.16% | +970 | New |
| Kera Capital Partners, Inc. | 971 | $262.7K | 0.03% | +162+20.0% | Added |
| Eagle Wealth Advisors LLC | 972 | $263.0K | 0.24% | −657−40.3% | Reduced |
| 4WEALTH Advisors, Inc. | 1,005 | $263.1K | 0.22% | −42−4.0% | Reduced |
| River Wealth Advisors LLC | 974 | $263.6K | 0.03% | −75−7.1% | Reduced |
| Integrated Investment Consultants, LLC | 976 | $264.1K | 0.06% | −91−8.5% | Reduced |
| Midwest Financial Group LLC | 981 | $265.5K | 0.11% | +19+2.0% | Added |
| Founders Capital Management, LLC | 982 | $265.7K | 0.04% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 983 | $266.1K | 0.05% | −330−25.1% | Reduced |
| Black Diamond Financial, LLC | 984 | $266.3K | 0.03% | +35+3.7% | Added |
| West Family Investments, Inc. | 985 | $266.5K | 0.09% | −3,562−78.3% | Reduced |
| Palmer Knight Co | 985 | $266.5K | 0.13% | 00.0% | Unchanged |
| Merited Wealth, LLC | 987 | $267.1K | 0.22% | −317−24.3% | Reduced |
| Bolthouse Investments, LLC | 989 | $267.6K | 0.24% | 00.0% | Unchanged |
| Amarillo National Bank | 990 | $267.9K | 0.05% | +100+11.2% | Added |
| Affinity Investment Advisors, LLC | 991 | $268.2K | 0.17% | −459−31.7% | Reduced |
| COFG Advisors, LLC | 992 | $268.3K | 0.07% | +992 | New |
| Sunburst Financial Group, LLC | 996 | $269.4K | 0.05% | −142−12.5% | Reduced |
| Koss-Olinger Consulting, LLC | 996 | $269.6K | 0.02% | −36−3.5% | Reduced |
| Quinn Opportunity Partners LLC | 1,000 | $270.6K | 0.01% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 1,000 | $270.6K | 0.17% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,000 | $270.6K | 0.03% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,000 | $270.6K | 0.16% | +1,000 | New |
| Cohen & Steers, Inc. | 1,000 | $271.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,006 | $272.2K | 0.11% | +132+15.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,007 | $272.5K | 0.11% | +1,007 | New |
| Kaizen Financial Strategies | 861 | $272.6K | 0.12% | +861 | New |
| Five Oceans Advisors | 1,008 | $272.8K | 0.10% | +7+0.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,009 | $273.0K | 0.07% | +54+5.7% | Added |
| Signature Equity Partners, LLC | 1,010 | $273.2K | 0.15% | −30−2.9% | Reduced |
| First Western Trust Bank | 1,010 | $273.3K | 0.01% | −335−24.9% | Reduced |
| Rossby Financial, LCC | 999 | $273.7K | 0.06% | +293+41.5% | Added |
| Creative Financial Designs Inc | 1,014 | $274.5K | 0.02% | +107+11.8% | Added |
| Marotta Asset Management | 1,003 | $274.8K | 0.05% | −2−0.2% | Reduced |
| Advisors Management Group Inc | 1,018 | $275.0K | 0.05% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 1,017 | $275.1K | 0.20% | +8+0.8% | Added |
| Legacy Edge Advisors, LLC | 1,018 | $275.5K | 0.03% | −196−16.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,018 | $275.5K | 0.01% | −344−25.3% | Reduced |
| Retirement Guys Formula LLC | 1,019 | $275.7K | 0.13% | −5,006−83.1% | Reduced |
| Fogel Capital Management, Inc. | 1,020 | $276.0K | 0.13% | 00.0% | Unchanged |
| Wealth Forward, LLC | 1,025 | $277.4K | 0.16% | 00.0% | Unchanged |
| SWP Financial LLC | 1,026 | $277.6K | 0.14% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,029 | $278.5K | 0.04% | −2,015−66.2% | Reduced |
| Bedel Financial Consulting, Inc. | 1,031 | $279.1K | 0.03% | −68−6.2% | Reduced |