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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 1,201 | $325.0K | 0.09% | −73−5.7% | Reduced |
| Rocky Mountain Advisers, LLC | 1,201 | $325.1K | 0.09% | −9−0.7% | Reduced |
| Investors Research Corp | 1,203 | $325.6K | 0.06% | +23+1.9% | Added |
| N.E.W. Advisory Services LLC | 1,204 | $325.9K | 0.02% | −865−41.8% | Reduced |
| waypoint wealth counsel | 1,205 | $326.1K | 0.17% | −602−33.3% | Reduced |
| GDS Wealth Management | 1,206 | $326.3K | 0.02% | −37,818−96.9% | Reduced |
| Teza Capital Management LLC | 1,209 | $327.1K | 1.20% | +245+25.4% | Added |
| Riversedge Advisors, LLC | 1,211 | $327.6K | 0.05% | −31−2.5% | Reduced |
| United Community Bank | 1,213 | $328.2K | 0.11% | +195+19.2% | Added |
| Ameriflex Group, Inc. | 1,213 | $328.2K | 0.17% | +76+6.7% | Added |
| W.H. Cornerstone Investments Inc. | 1,214 | $328.6K | 0.21% | +1,214 | New |
| Proathlete Wealth Management LLC | 1,213 | $328.6K | 0.09% | −175−12.6% | Reduced |
| Heritage Wealth Management, Inc. | 1,216 | $329.0K | 0.16% | −78−6.0% | Reduced |
| Aspetuck Financial Management LLC | 1,219 | $329.8K | 0.23% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,219 | $329.9K | 0.05% | +504+70.5% | Added |
| Macroview Investment Management LLC | 1,220 | $330.1K | 0.23% | +59+5.1% | Added |
| AtlasMark Financial, Inc | 1,000 | $330.1K | 0.21% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,221 | $330.4K | 0.01% | +411+50.7% | Added |
| Waldron Private Wealth LLC | 1,223 | $330.9K | 0.01% | −254−17.2% | Reduced |
| ODonnell Financial Services, LLC | 1,224 | $331.2K | 0.11% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 1,221 | $331.8K | 0.00% | +145+13.5% | Added |
| Wilian Securities, LLC | 1,228 | $332.2K | 0.81% | −43−3.4% | Reduced |
| Check Capital Management Inc | 1,232 | $333.4K | 0.02% | +513+71.3% | Added |
| Guardian Capital, LLC | 1,232 | $333.5K | 0.32% | −2,565−67.6% | Reduced |
| Heck Capital Advisors, LLC | 1,234 | $333.8K | 0.02% | −355−22.3% | Reduced |
| Asset Advisory Group, Inc. | 1,235 | $334.2K | 0.17% | −105−7.8% | Reduced |
| DDFG, Inc | 1,238 | $335.1K | 0.07% | 00.0% | Unchanged |
| E-Wealth Partners, LLC | 1,238 | $335.1K | 0.27% | +10+0.8% | Added |
| Flatrock Wealth Partners LLC | 1,239 | $335.2K | 0.15% | +136+12.3% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,243 | $336.3K | 0.05% | +790+174.4% | Added |
| Jeppson Wealth Management, LLC | 1,244 | $336.6K | 0.11% | +69+5.9% | Added |
| Sage Investment Advisers LLC | 1,230 | $337.0K | 0.25% | −389−24.0% | Reduced |
| Centerpoint Advisors, LLC | 1,247 | $337.0K | 0.11% | −5−0.4% | Reduced |
| Elyxium Wealth, LLC | 1,246 | $337.2K | 0.11% | −340−21.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,248 | $337.6K | 0.04% | +69+5.9% | Added |
| Penobscot Wealth Management | 1,248 | $337.7K | 0.10% | +1+0.1% | Added |
| Worth Asset Management, LLC | 1,249 | $338.0K | 0.13% | +87+7.5% | Added |
| Game Creek Capital, LP | 1,250 | $338.2K | 0.13% | −14,550−92.1% | Reduced |
| Custos Family Office, LLC | 1,251 | $338.5K | 0.23% | +210+20.2% | Added |
| IMZ Advisory Inc | 1,254 | $339.4K | 0.13% | −37−2.9% | Reduced |
| Jefferies Financial Group Inc. | 1,258 | $340.4K | 0.00% | −86,795−98.6% | Reduced |
| Seamount Financial Group Inc | 1,264 | $342.0K | 0.15% | −5−0.4% | Reduced |
| Hanlon Investment Management, Inc. | 1,266 | $342.6K | 0.19% | +13+1.0% | Added |
| Fortress Private Ledger, LLC | 1,275 | $344.9K | 0.11% | −2−0.2% | Reduced |
| PW Nova Financial Services LLC | 1,275 | $345.0K | 0.09% | +571+81.1% | Added |
| Ambassador Advisors, LLC | 1,275 | $345.0K | 0.05% | −257−16.8% | Reduced |
| Investment Research Partners LLC | 1,276 | $345.3K | 0.14% | −233−15.4% | Reduced |
| Arcataur Capital Management LLC | 1,278 | $345.8K | 0.10% | +20+1.6% | Added |
| Clear Street Markets LLC | 1,279 | $346.1K | 0.17% | −15,321−92.3% | Reduced |
| LeConte Wealth Management, LLC | 1,280 | $346.4K | 0.22% | −127−9.0% | Reduced |
| Werba Rubin Papier Wealth Management | 1,285 | $347.7K | 0.05% | +90+7.5% | Added |
| Cozad Asset Management Inc | 1,287 | $348.2K | 0.03% | +668+107.9% | Added |
| Emerald Advisors, LLC | 1,287 | $348.4K | 0.04% | +76+6.3% | Added |
| Midland Wealth Advisors LLC | 1,291 | $349.3K | 0.02% | −143−10.0% | Reduced |
| Tompkins Financial Corp | 1,293 | $349.9K | 0.03% | −189−12.8% | Reduced |
| NavPoint Financial, Inc. | 1,295 | $350.4K | 0.14% | +1+0.1% | Added |
| Cypress Capital, LLC | 1,296 | $350.8K | 0.10% | −10−0.8% | Reduced |
| Lansing Street Advisors | 1,297 | $351.0K | 0.09% | −84−6.1% | Reduced |
| 44 Wealth Management LLC | 1,298 | $351.1K | 0.12% | −432−25.0% | Reduced |
| Lantz Financial LLC | 1,299 | $351.4K | 0.07% | −46−3.4% | Reduced |
| Salomon & Ludwin, LLC | 1,268 | $351.6K | 0.03% | −10−0.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,303 | $352.6K | 0.09% | +75+6.1% | Added |
| Forum Financial Management, LP | 1,303 | $352.7K | 0.00% | −5,937−82.0% | Reduced |
| Stephenson National Bank & Trust | 1,306 | $353.4K | 0.10% | +12+0.9% | Added |
| DT Investment Partners, LLC | 1,310 | $354.5K | 0.03% | −113−7.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,311 | $354.8K | 0.17% | +43+3.4% | Added |
| Bannerstone Capital Management, LLC | 1,313 | $355.2K | 0.37% | −1−0.1% | Reduced |
| Northside Capital Management, LLC | 1,313 | $355.3K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,314 | $355.4K | 0.02% | −206−13.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,314 | $355.6K | 0.06% | +68+5.5% | Added |
| MEMBERS Trust Co | 1,315 | $355.8K | 0.01% | −121−8.4% | Reduced |
| CNB Bank | 1,315 | $355.8K | 0.15% | −249−15.9% | Reduced |
| SmartHarvest Portfolios, LLC | 1,315 | $355.8K | 0.15% | −1,539−53.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,316 | $356.1K | 0.09% | +17+1.3% | Added |
| Octavia Wealth Advisors, LLC | 1,319 | $356.9K | 0.03% | −68−4.9% | Reduced |
| VeraBank, N.A. | 1,320 | $357.2K | 0.07% | −222−14.4% | Reduced |
| Cahaba Wealth Management, Inc. | 1,322 | $357.6K | 0.02% | −35−2.6% | Reduced |
| Wealth Management Associates, Inc. | 1,324 | $358.3K | 0.12% | +4+0.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,325 | $358.5K | 0.05% | −40−2.9% | Reduced |
| Washington Capital Management Inc | 1,325 | $358.5K | 0.30% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,331 | $360.2K | 0.10% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,333 | $360.7K | 0.20% | +35+2.7% | Added |
| Brucke Financial, Inc. | 1,334 | $361.0K | 0.18% | +37+2.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,335 | $361.1K | 0.07% | −200−13.0% | Reduced |
| Xxi Wealth, LLC | 1,335 | $361.2K | 0.20% | −59−4.2% | Reduced |
| Cypress Advisory Group LLC | 1,335 | $361.2K | 0.28% | −1,609−54.7% | Reduced |
| Prairiewood Capital, LLC | 1,337 | $361.7K | 0.10% | +1+0.1% | Added |
| BG Investment Services, Inc. | 1,337 | $361.8K | 0.30% | −31−2.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,338 | $362.0K | 0.11% | −36−2.6% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 1,341 | $362.8K | 0.21% | +1,341 | New |
| Jacobsen Capital Management | 1,341 | $362.9K | 0.12% | −223−14.3% | Reduced |
| Sandro Wealth Management LLC | 1,342 | $363.2K | 0.29% | −76−5.4% | Reduced |
| AGH Wealth Advisors, LLC | 1,344 | $363.7K | 0.27% | +147+12.3% | Added |
| First Financial Corp | 1,346 | $364.2K | 0.14% | −20−1.5% | Reduced |
| Paragon Private Wealth Management, LLC | 1,346 | $364.3K | 0.11% | +47+3.6% | Added |
| Summit Wealth Partners, LLC | 1,347 | $364.5K | 0.06% | +1,347 | New |
| Stiles Financial Services Inc | 1,347 | $364.6K | 0.11% | +3+0.2% | Added |
| Birinyi Associates Inc | 1,350 | $365.0K | 0.10% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,347 | $365.0K | 0.06% | +98+7.8% | Added |
| SummitTX Capital, L.P. | 1,349 | $365.0K | 0.01% | −81,167−98.4% | Reduced |