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 |
|---|---|---|---|---|---|
| Instrumental Wealth, LLC | 1,032 | $279.2K | 0.17% | −8−0.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,034 | $279.9K | 0.05% | −197−16.0% | Reduced |
| Larry Mathis Financial Planning, LLC | 1,037 | $280.6K | 0.25% | −70−6.3% | Reduced |
| Strategic Investment Advisors | 1,038 | $280.8K | 0.02% | +429+70.4% | Added |
| Daner Wealth Management, LLC | 710 | $281.5K | 0.17% | +710 | New |
| Fortitude Advisory Group L.L.C. | 1,041 | $281.8K | 0.13% | −15−1.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,042 | $282.0K | 0.02% | −72−6.5% | Reduced |
| Chicago Capital, LLC | 1,043 | $282.2K | 0.01% | +52+5.2% | Added |
| Net Worth Advisory Group | 1,043 | $282.3K | 0.06% | −94−8.3% | Reduced |
| Quad-Cities Investment Group, LLC | 1,044 | $282.5K | 0.11% | −192−15.5% | Reduced |
| Altiora Financial Group, LLC | 1,049 | $283.8K | 0.05% | +11+1.1% | Added |
| Groesbeck Investment Management Corp | 1,050 | $284.0K | 0.55% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,047 | $284.0K | 0.11% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 1,052 | $284.7K | 0.11% | +189+21.9% | Added |
| FDx Advisors, Inc. | 1,055 | $285.0K | 0.09% | +1,055 | New |
| Intellus Advisors LLC | 1,055 | $285.5K | 0.04% | −566−34.9% | Reduced |
| Moran Wealth Management, LLC | 1,055 | $285.5K | 0.01% | −47−4.3% | Reduced |
| Birch Financial Group, LLC | 1,062 | $287.3K | 0.17% | −650−38.0% | Reduced |
| Core Alternative Capital | 1,062 | $287.4K | 0.08% | −14−1.3% | Reduced |
| Evermay Wealth Management LLC | 1,064 | $287.9K | 0.03% | +50+4.9% | Added |
| Provident Wealth Management, LLC | 1,066 | $288.4K | 0.09% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 1,066 | $288.4K | 0.23% | +65+6.5% | Added |
| Avise Financial Cooperative, Inc. | 1,067 | $288.7K | 0.24% | +32+3.1% | Added |
| Strategy Asset Managers LLC | 1,070 | $289.4K | 0.05% | +300+39.0% | Added |
| Caitlin John, LLC | 1,071 | $289.8K | 0.17% | +7+0.7% | Added |
| North Forty Two & Co. | 1,074 | $290.6K | 0.27% | −7−0.6% | Reduced |
| Quantum Financial Advisors, LLC | 1,074 | $290.7K | 0.03% | +17+1.6% | Added |
| Banque Transatlantique SA | 1,077 | $291.4K | 0.01% | +651+152.8% | Added |
| Winter & Associates, Inc. | 1,036 | $291.5K | 0.26% | −16−1.5% | Reduced |
| One River Asset Management, LLC | 1,078 | $291.7K | 0.99% | −12,985−92.3% | Reduced |
| Allen Capital Group, LLC | 1,080 | $292.2K | 0.03% | −19,679−94.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,081 | $292.5K | 0.07% | +28+2.7% | Added |
| Cypress Wealth Services, LLC | 1,082 | $292.8K | 0.04% | −701−39.3% | Reduced |
| Tannin Capital LLC | 1,086 | $293.9K | 0.21% | +33+3.1% | Added |
| Curated Wealth Partners LLC | 1,086 | $293.9K | 0.04% | +271+33.3% | Added |
| Foster Victor Wealth Advisors, LLC | 935 | $293.9K | 0.02% | +158+20.3% | Added |
| Legacy Advisors, LLC | 1,087 | $294.1K | 0.03% | −211−16.3% | Reduced |
| Golden Reserve Retirement LLC | 1,087 | $294.3K | 0.06% | +8+0.7% | Added |
| O'Rourke & Company, Inc | 1,088 | $294.5K | 0.12% | +291+36.5% | Added |
| HFR Wealth Management, LLC | 1,090 | $294.9K | 0.07% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,090 | $295.0K | 0.03% | +391+55.9% | Added |
| Clifford Group, LLC | 1,092 | $295.6K | 0.23% | +134+14.0% | Added |
| Financial Consulate, Inc | 1,094 | $296.0K | 0.04% | +19+1.8% | Added |
| Values Added Financial LLC | 1,096 | $296.6K | 0.12% | +24+2.2% | Added |
| Olistico Wealth, LLC | 1,096 | $296.6K | 0.15% | +490+80.9% | Added |
| GFG Capital, LLC | 1,103 | $298.5K | 0.10% | +1,103 | New |
| Granite Bay Wealth Management, LLC | 1,107 | $299.5K | 0.06% | −90−7.5% | Reduced |
| Ionic Capital Management LLC | 1,109 | $300.1K | 0.25% | −159−12.5% | Reduced |
| RFP Financial Group LLC | 1,109 | $300.1K | 0.16% | −202−15.4% | Reduced |
| Atlas Wealth LLC | 1,110 | $300.4K | 0.09% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,112 | $300.9K | 0.02% | −50−4.3% | Reduced |
| Planning Center, Inc. | 1,112 | $300.9K | 0.03% | +8+0.7% | Added |
| Ballast Advisors LLC | 1,114 | $301.4K | 0.09% | −28−2.5% | Reduced |
| New Covenant Trust Company, N.A. | 1,116 | $302.0K | 0.27% | +87+8.5% | Added |
| Dillon & Associates Inc | 1,113 | $302.0K | 0.04% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,116 | $302.0K | 0.27% | +1,116 | New |
| Aire Advisors, LLC | 1,118 | $302.4K | 0.06% | −227−16.9% | Reduced |
| Southland Equity Partners LLC | 1,121 | $303.3K | 0.06% | +161+16.8% | Added |
| Navalign, LLC | 1,121 | $303.4K | 0.08% | −28−2.4% | Reduced |
| NFP Retirement, Inc. | 1,122 | $303.6K | 0.02% | +20+1.8% | Added |
| ORG Wealth Partners, LLC | 1,122 | $303.6K | 0.06% | +1,056+1,600.0% | Added |
| Altfest L J & Co Inc | 1,125 | $304.5K | 0.03% | −596−34.6% | Reduced |
| Byrne Asset Management LLC | 1,130 | $305.8K | 0.18% | −283−20.0% | Reduced |
| Successful Portfolios LLC | 1,153 | $306.5K | 0.17% | −41−3.4% | Reduced |
| Per Stirling Capital Management, LLC. | 1,133 | $306.7K | 0.03% | +1+0.1% | Added |
| Nixon Peabody Trust Co | 1,134 | $306.8K | 0.02% | +396+53.7% | Added |
| Bouchey Financial Group Ltd | 1,003 | $307.8K | 0.02% | +9+0.9% | Added |
| D.B. Root & Company, LLC | 1,139 | $308.2K | 0.07% | −258−18.5% | Reduced |
| Gibbs Wealth Management | 1,139 | $308.2K | 0.04% | +1,139 | New |
| CCM Investment Advisers LLC | 1,141 | $308.7K | 0.03% | −279−19.6% | Reduced |
| BCK Partners, Inc. | 1,142 | $309.0K | 0.17% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,143 | $309.3K | 0.13% | +112+10.9% | Added |
| Ewa, LLC | 1,144 | $309.5K | 0.07% | −121−9.6% | Reduced |
| Disciplined Investors, L.L.C. | 1,149 | $311.0K | 0.19% | +99+9.4% | Added |
| Burns J W & Co Inc | 1,150 | $311.2K | 0.04% | −212−15.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,156 | $312.8K | 0.01% | −350,005−99.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,157 | $313.2K | 0.02% | −617−34.8% | Reduced |
| Holistic Financial Partners | 1,158 | $313.4K | 0.12% | −256−18.1% | Reduced |
| Balance Wealth, LLC | 1,159 | $313.6K | 0.10% | +12+1.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,161 | $314.2K | 0.11% | −2,225−65.7% | Reduced |
| MN Wealth Advisors, LLC | 1,161 | $314.3K | 0.15% | −4−0.3% | Reduced |
| Beto Financial Group, LLC | 857 | $316.9K | 0.19% | +18+2.1% | Added |
| Krane Funds Advisors LLC | 1,124 | $317.5K | 0.01% | +1,124 | New |
| Monograph Wealth Advisors, LLC | 1,174 | $317.8K | 0.03% | +75+6.8% | Added |
| Armbruster Capital Management, Inc. | 1,175 | $317.9K | 0.05% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,178 | $319.0K | 0.03% | +451+62.0% | Added |
| Aldebaran Financial Inc. | 1,180 | $319.3K | 0.30% | +125+11.8% | Added |
| Clear Wave Wealth Management LLC | 1,180 | $319.3K | 0.08% | +1,180 | New |
| Duncker Streett & Co Inc | 1,181 | $319.6K | 0.06% | −553−31.9% | Reduced |
| King Wealth | 1,183 | $320.0K | 0.04% | −30−2.5% | Reduced |
| Ullmann Financial Group, Inc. | 1,184 | $320.4K | 0.03% | −8−0.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,185 | $320.5K | 0.15% | +100+9.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,186 | $321.0K | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,189 | $322.0K | 0.04% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 1,190 | $322.1K | 0.21% | +363+43.9% | Added |
| GW Henssler & Associates Ltd | 1,191 | $322.3K | 0.02% | −199−14.3% | Reduced |
| Asset Management Group, Inc. | 1,192 | $322.5K | 0.05% | +121+11.3% | Added |
| Fortress Financial Solutions, LLC | 1,192 | $322.6K | 0.34% | −27−2.2% | Reduced |
| Martingale Asset Management L P | 1,197 | $323.9K | 0.01% | −2−0.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,199 | $324.4K | 0.09% | −9−0.7% | Reduced |