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 |
|---|---|---|---|---|---|
| Hengehold Capital Management LLC | 1,349 | $365.1K | 0.03% | −2−0.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,350 | $365.3K | 0.03% | +95+7.6% | Added |
| BFSG, LLC | 1,351 | $365.6K | 0.03% | −79−5.5% | Reduced |
| Crescent Grove Advisors, LLC | 1,352 | $365.7K | 0.04% | +88+7.0% | Added |
| Drucker Wealth 3.0, LLC | 1,355 | $366.7K | 0.06% | −1,285−48.7% | Reduced |
| Seeds Investor LLC | 1,171 | $367.8K | 0.05% | +195+20.0% | Added |
| Mirabella Financial Services LLP | 1,365 | $369.4K | 0.04% | +1,365 | New |
| Fiduciary Group LLC | 1,367 | $369.9K | 0.03% | −147−9.7% | Reduced |
| Terry L. Blaker | 1,367 | $369.9K | 0.01% | +10+0.7% | Added |
| Rosenberg Matthew Hamilton | 1,370 | $370.7K | 0.08% | +18+1.3% | Added |
| Anchyra Partners LLC | 1,372 | $371.2K | 0.11% | −456−24.9% | Reduced |
| Pointe Capital Management LLC | 1,375 | $372.1K | 0.18% | −41−2.9% | Reduced |
| CVA Family Office, LLC | 1,379 | $373.1K | 0.04% | −224−14.0% | Reduced |
| Summitry LLC | 1,379 | $373.2K | 0.01% | +566+69.6% | Added |
| Harmony Asset Management LLC | 1,382 | $373.8K | 0.11% | −35−2.5% | Reduced |
| Clark Financial Services Group Inc | 1,384 | $374.4K | 0.21% | +30+2.2% | Added |
| XML Financial, LLC | 1,388 | $375.6K | 0.03% | +112+8.8% | Added |
| Aspen Wealth Strategies, LLC | 1,389 | $375.8K | 0.20% | −40−2.8% | Reduced |
| Verus Capital Partners, LLC | 1,392 | $376.6K | 0.03% | +159+12.9% | Added |
| Evanson Asset Management, LLC | 1,392 | $376.6K | 0.02% | −517−27.1% | Reduced |
| Womack Financial LLC | 1,393 | $376.9K | 0.28% | −220−13.6% | Reduced |
| First Affirmative Financial Network | 1,393 | $377.0K | 0.15% | +1,393 | New |
| Discipline Wealth Solutions, LLC | 1,394 | $377.2K | 0.04% | −22−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,395 | $377.4K | 0.13% | −108−7.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,395 | $377.5K | 0.06% | −77−5.2% | Reduced |
| General Partner, Inc. | 1,396 | $377.7K | 0.23% | −50−3.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,396 | $377.9K | 0.08% | −8,180−85.4% | Reduced |
| First City Capital Management, Inc. | 1,399 | $378.6K | 0.20% | +153+12.3% | Added |
| Provident Investment Management, Inc. | 1,401 | $379.1K | 0.04% | 00.0% | Unchanged |
| Members Wealth LLC | 1,075 | $380.1K | 0.23% | −37−3.3% | Reduced |
| Leo Wealth, LLC | 1,405 | $380.2K | 0.03% | +201+16.7% | Added |
| Summit Financial Strategies, Inc. | 1,407 | $380.7K | 0.03% | −75−5.1% | Reduced |
| Next Level Private LLC | 1,410 | $381.6K | 0.09% | +8+0.6% | Added |
| BCS Wealth Management | 1,413 | $382.3K | 0.08% | −1,499−51.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,414 | $382.6K | 0.00% | −427−23.2% | Reduced |
| May Hill Capital, LLC | 1,415 | $382.9K | 0.10% | +467+49.3% | Added |
| SageGuard Financial Group, LLC | 1,417 | $383.4K | 0.06% | −100−6.6% | Reduced |
| Baron Wealth Management LLC | 1,417 | $383.5K | 0.11% | −657−31.7% | Reduced |
| Sound Income Strategies, LLC | 1,410 | $386.2K | 0.02% | +8+0.6% | Added |
| PSI Advisors, LLC | 1,428 | $386.4K | 0.09% | +300+26.6% | Added |
| Sagewood Asset Management LP | 1,438 | $389.1K | 0.12% | +4+0.3% | Added |
| Wealth Science Advisors LLC | 1,182 | $390.2K | 0.22% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,443 | $390.5K | 0.00% | +126+9.6% | Added |
| Lifelong Wealth Advisors, Inc. | 1,449 | $392.1K | 0.10% | +770+113.4% | Added |
| Portside Wealth Group, LLC | 1,453 | $393.3K | 0.05% | −168−10.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,457 | $394.3K | 0.06% | −157−9.7% | Reduced |
| Fell Capital Management | 1,458 | $394.5K | 0.38% | −150−9.3% | Reduced |
| Alpha Financial Advisors, LLC | 1,459 | $394.8K | 0.12% | −900−38.2% | Reduced |
| GSB Wealth Management, LLC | 1,463 | $395.9K | 0.09% | +67+4.8% | Added |
| FSB Premier Wealth Management, Inc. | 1,464 | $396.1K | 0.12% | +71+5.1% | Added |
| Enterprise Financial Services Corp | 1,468 | $397.2K | 0.20% | −24−1.6% | Reduced |
| Trueblood Wealth Management, LLC | 1,469 | $397.5K | 0.16% | −1,080−42.4% | Reduced |
| Apollon Financial, LLC | 1,470 | $397.7K | 0.05% | +138+10.4% | Added |
| Virtue Capital Management, LLC | 1,521 | $398.2K | 0.06% | +187+14.0% | Added |
| Verum Partners LLC | 1,473 | $398.5K | 0.08% | +237+19.2% | Added |
| Arvest Bank Trust Division | 1,477 | $399.7K | 0.02% | −177−10.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,479 | $400.2K | 0.06% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,484 | $401.6K | 0.31% | −21−1.4% | Reduced |
| Winthrop Advisory Group LLC | 1,489 | $403.0K | 0.03% | +167+12.6% | Added |
| Capital Advisors, Ltd. LLC | 1,491 | $403.0K | 0.05% | −75−4.8% | Reduced |
| Jensen Investment Management Inc | 1,491 | $403.4K | 0.01% | −2,450−62.2% | Reduced |
| Buska Wealth Management, LLC | 1,492 | $403.7K | 0.16% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,499 | $405.6K | 0.93% | 00.0% | Unchanged |
| R Squared Ltd | 1,509 | $408.3K | 0.22% | +1,509 | New |
| Second Line Capital, LLC | 1,103 | $408.5K | 0.08% | +107+10.7% | Added |
| Wilkins Investment Counsel Inc | 1,510 | $408.6K | 0.06% | −515−25.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,513 | $409.3K | 0.07% | −173−10.3% | Reduced |
| Malaga Cove Capital, LLC | 1,513 | $409.4K | 0.15% | +197+15.0% | Added |
| RB Capital Management, LLC | 1,513 | $409.4K | 0.09% | −321−17.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,458 | $410.1K | 0.04% | +71+5.1% | Added |
| Ames National Corp | 1,516 | $410.2K | 0.25% | −33−2.1% | Reduced |
| Fiduciary Family Office, LLC | 1,521 | $411.6K | 0.12% | +741+95.0% | Added |
| North Ridge Wealth Advisors, Inc. | 1,523 | $412.1K | 0.23% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,528 | $413.5K | 0.03% | −7−0.5% | Reduced |
| Winch Advisory Services, LLC | 1,534 | $415.0K | 0.09% | −244−13.7% | Reduced |
| Echo Wealth Management, LLC | 1,538 | $416.2K | 0.24% | −131−7.8% | Reduced |
| Dynasty Wealth Management, LLC | 1,541 | $417.0K | 0.00% | +217+16.4% | Added |
| MV Capital Management, Inc. | 1,542 | $417.3K | 0.04% | −106−6.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,542 | $417.3K | 0.12% | +339+28.2% | Added |
| Navigation Group, LLC | 1,549 | $419.0K | 0.10% | +1,549 | New |
| Axis Wealth Partners, LLC | 1,552 | $420.0K | 0.22% | −70−4.3% | Reduced |
| Gilbert & Cook, Inc. | 1,553 | $420.2K | 0.05% | +18+1.2% | Added |
| Midwest Financial Partners Investments, Inc. | 1,554 | $420.5K | 0.22% | +180+13.1% | Added |
| Simmons Bank | 1,555 | $420.8K | 0.03% | −411−20.9% | Reduced |
| BridgePort Financial Solutions, LLC | 1,559 | $422.0K | 0.12% | +208+15.4% | Added |
| BIP Wealth, LLC | 1,561 | $422.4K | 0.02% | −1,504−49.1% | Reduced |
| RVW Wealth, LLC | 1,563 | $422.9K | 0.03% | +1,563 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,565 | $423.5K | 0.06% | +791+102.2% | Added |
| Phillip James Consulting Co. | 1,559 | $424.0K | 0.32% | +591+61.1% | Added |
| Southeast Asset Advisors Inc. | 1,568 | $424.2K | 0.05% | +818+109.1% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1,571 | $425.1K | 0.38% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 1,573 | $425.2K | 0.34% | +686+77.3% | Added |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,572 | $425.4K | 0.22% | +733+87.4% | Added |
| Mindset Wealth Management, LLC | 1,580 | $427.6K | 0.11% | +258+19.5% | Added |
| Tred Avon Family Wealth, LLC | 1,584 | $428.6K | 0.14% | −2,100−57.0% | Reduced |
| Aspire Growth Partners LLC | 1,590 | $430.3K | 0.30% | +188+13.4% | Added |
| Wealth Group Ltd | 1,591 | $430.5K | 0.10% | −314−16.5% | Reduced |
| Odyssey Capital Advisors, Inc. | 1,595 | $431.6K | 0.39% | −40−2.4% | Reduced |
| Harbor Advisors LLC | 1,600 | $432.9K | 0.06% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,602 | $433.5K | 0.05% | −10,535−86.8% | Reduced |