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
- 3,054
- −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
- 1,399 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 15,029 | $4.07M | 0.15% | +329+2.2% | Added |
| CFC Planning Co LLC | 15,005 | $4.06M | 2.93% | +1,511+11.2% | Added |
| Kornitzer Capital Management Inc | 14,972 | $4.05M | 0.09% | −1,035−6.5% | Reduced |
| Sectoral Asset Management Inc | 14,957 | $4.05M | 3.35% | +1,362+10.0% | Added |
| EFG International AG | 14,859 | $4.02M | 0.09% | −4,203−22.0% | Reduced |
| Wedge Capital Management L L P | 14,828 | $4.01M | 0.07% | −3,817−20.5% | Reduced |
| Lockheed Martin Investment Management Co | 14,800 | $4.00M | 0.15% | −14,950−50.3% | Reduced |
| Kingstone Capital Partners Texas, LLC | 14,783 | $4.00M | 2.46% | −247−1.6% | Reduced |
| Wedmont Private Capital | 13,044 | $3.99M | 0.13% | −1,951−13.0% | Reduced |
| Mission Wealth Management, LP | 14,745 | $3.99M | 0.08% | −402−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,743 | $3.99M | 0.13% | +577+4.1% | Added |
| Hancock Whitney Corp | 13,365 | $3.94M | 0.07% | −241−1.8% | Reduced |
| Sigma Planning Corp | 14,518 | $3.93M | 0.11% | −593−3.9% | Reduced |
| TCG Advisory Services, LLC | 14,435 | $3.91M | 0.10% | −4,496−23.7% | Reduced |
| Caliber Wealth Management, LLC | 14,427 | $3.90M | 0.43% | +1,059+7.9% | Added |
| GHP Investment Advisors, Inc. | 14,410 | $3.90M | 0.16% | −272−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 14,377 | $3.89M | 0.26% | +292+2.1% | Added |
| Verdence Capital Advisors LLC | 14,356 | $3.88M | 0.23% | +4,185+41.1% | Added |
| Meridian Wealth Management, LLC | 14,337 | $3.88M | 0.14% | −1,699−10.6% | Reduced |
| Fiduciary Alliance LLC | 12,269 | $3.85M | 0.23% | −241−1.9% | Reduced |
| Agf Management Ltd | 14,226 | $3.85M | 0.02% | −2,813−16.5% | Reduced |
| Profund Advisors LLC | 14,144 | $3.83M | 0.14% | −4,648−24.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,119 | $3.82M | 0.79% | −10.0% | Reduced |
| Clearstead Advisors, LLC | 14,092 | $3.81M | 0.03% | −3,250−18.7% | Reduced |
| Tobam | 14,071 | $3.81M | 0.99% | −7,799−35.7% | Reduced |
| Clear Harbor Asset Management, LLC | 14,002 | $3.79M | 0.26% | +1,673+13.6% | Added |
| Ritholtz Wealth Management | 13,953 | $3.78M | 0.07% | −5,526−28.4% | Reduced |
| Mattson Financial Services, LLC | 13,943 | $3.77M | 0.90% | +1,034+8.0% | Added |
| AMG National Trust Bank | 13,918 | $3.77M | 0.08% | −411−2.9% | Reduced |
| Vanguard National Trust Co | 13,889 | $3.76M | 0.24% | +13,889 | New |
| M Holdings Securities, Inc. | 10,043 | $3.75M | 0.25% | +10,043 | New |
| PKO Investment Management Joint-Stock Co | 13,789 | $3.73M | 0.31% | −1,600−10.4% | Reduced |
| Western Wealth Management, LLC | 13,769 | $3.73M | 0.14% | +5,232+61.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 13,764 | $3.72M | 1.21% | +12,009+684.3% | Added |
| Eagle Rock Investment Company, LLC | 13,752 | $3.72M | 0.54% | +1,460+11.9% | Added |
| Allen Operations LLC | 13,633 | $3.69M | 0.55% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 13,557 | $3.67M | 0.12% | +240+1.8% | Added |
| Venturi Wealth Management, LLC | 13,520 | $3.66M | 0.16% | −4,812−26.2% | Reduced |
| Winmill & Co. Inc | 13,500 | $3.65M | 1.05% | −2,975−18.1% | Reduced |
| Tejara Capital Ltd | 13,480 | $3.65M | 1.20% | +2,800+26.2% | Added |
| Sepio Capital, LP | 13,453 | $3.64M | 0.20% | −852−6.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 13,396 | $3.62M | 0.48% | +222+1.7% | Added |
| Guardian Partners Inc. | 13,243 | $3.59M | 0.30% | −4,319−24.6% | Reduced |
| Scissortail Wealth Management, LLC | 13,241 | $3.58M | 0.72% | +13,241 | New |
| NBT Bank N A | 13,209 | $3.57M | 0.23% | −525−3.8% | Reduced |
| Axxcess Wealth Management, LLC | 13,197 | $3.57M | 0.11% | −5,705−30.2% | Reduced |
| Linscomb & Williams, Inc. | 13,176 | $3.57M | 0.16% | −1,292−8.9% | Reduced |
| Sky Investment Group LLC | 13,077 | $3.54M | 0.61% | −522−3.8% | Reduced |
| SRS Capital Advisors, Inc. | 12,874 | $3.53M | 0.10% | −7,018−35.3% | Reduced |
| Exchange Traded Concepts, LLC | 13,008 | $3.52M | 0.03% | −13,778−51.4% | Reduced |
| Simon Quick Advisors, LLC | 13,006 | $3.52M | 0.16% | +10,408+400.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $3.52M | 1.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 12,993 | $3.52M | 0.22% | −4,986−27.7% | Reduced |
| Collar Capital Management, LLC | 12,884 | $3.49M | 2.26% | +313+2.5% | Added |
| Exome Asset Management LLC | 12,862 | $3.48M | 2.05% | +7,027+120.4% | Added |
| Flagship Harbor Advisors, LLC | 12,852 | $3.48M | 0.15% | +1,583+14.0% | Added |
| Perkins Coie Trust Co | 12,779 | $3.46M | 0.66% | +38+0.3% | Added |
| Cidel Asset Management Inc | 12,757 | $3.45M | 0.19% | +3,565+38.8% | Added |
| Gluskin Sheff & Assoc Inc | 12,751 | $3.45M | 0.57% | −8,273−39.4% | Reduced |
| Harbour Capital Advisors, LLC | 9,666 | $3.42M | 0.65% | −40−0.4% | Reduced |
| Beech Hill Advisors, Inc. | 12,620 | $3.41M | 1.71% | +2,188+21.0% | Added |
| Taproot Management LP | 12,612 | $3.41M | 0.64% | −6,661−34.6% | Reduced |
| JLB & Associates Inc | 12,579 | $3.40M | 0.49% | −20,325−61.8% | Reduced |
| Palouse Capital Management, Inc. | 12,575 | $3.40M | 2.25% | −182−1.4% | Reduced |
| LexAurum Advisors, LLC | 12,554 | $3.40M | 0.44% | +12,554 | New |
| Legacy Private Trust Co. | 12,521 | $3.39M | 0.21% | −1,134−8.3% | Reduced |
| Wealthspire Advisors, LLC | 12,511 | $3.39M | 0.03% | −4,887−28.1% | Reduced |
| Griffith & Werner, Inc. | 12,490 | $3.38M | 1.67% | +2,925+30.6% | Added |
| Matauro, LLC | 12,469 | $3.37M | 0.49% | +984+8.6% | Added |
| Leeward Financial Partners, LLC | 12,400 | $3.36M | 1.00% | +283+2.3% | Added |
| Jasper Ridge Partners, L.P. | 12,379 | $3.35M | 0.07% | 00.0% | Unchanged |
| Immersion Capital LLP | 12,340 | $3.34M | 5.31% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 12,337 | $3.34M | 0.19% | +1,688+15.9% | Added |
| St Germain D J Co Inc | 12,308 | $3.33M | 0.13% | −3,732−23.3% | Reduced |
| KKM Financial LLC | 10,069 | $3.32M | 0.59% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,265 | $3.32M | 0.24% | +2,667+27.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,213 | $3.30M | 0.01% | −1,826−13.0% | Reduced |
| HBK Sorce Advisory LLC | 8,649 | $3.29M | 0.07% | −972−10.1% | Reduced |
| Ocean Capital Management, LLC | 12,146 | $3.29M | 0.68% | −1,239−9.3% | Reduced |
| Value Partners Investments Inc. | 12,119 | $3.28M | 0.25% | −8,335−40.7% | Reduced |
| Rench Wealth Management, Inc. | 12,105 | $3.28M | 0.99% | −795−6.2% | Reduced |
| Naples Global Advisors, LLC | 12,102 | $3.27M | 0.24% | −421−3.4% | Reduced |
| Sigma Investment Counselors Inc | 12,061 | $3.26M | 0.17% | −975−7.5% | Reduced |
| Morton Community Bank | 12,001 | $3.25M | 0.71% | +652+5.7% | Added |
| Crossmark Global Holdings, Inc. | 11,930 | $3.23M | 0.05% | −508−4.1% | Reduced |
| Centaurus Financial, Inc. | 11,867 | $3.21M | 0.15% | −323−2.6% | Reduced |
| Money Concepts Capital Corp | 11,844 | $3.20M | 0.18% | −31−0.3% | Reduced |
| Dakota Wealth Management | 11,841 | $3.20M | 0.07% | −3,897−24.8% | Reduced |
| Woodmont Investment Counsel LLC | 11,818 | $3.20M | 0.20% | +2,704+29.7% | Added |
| Buckingham Strategic Partners | 11,809 | $3.19M | 0.03% | −153−1.3% | Reduced |
| Leavell Investment Management, Inc. | 11,774 | $3.19M | 0.13% | −1,423−10.8% | Reduced |
| Berger Financial Group, Inc | 11,694 | $3.16M | 0.18% | −170−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,630 | $3.15M | 0.64% | −773−6.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 11,627 | $3.15M | 0.46% | +11,627 | New |
| HBW Advisory Services LLC | 11,596 | $3.14M | 0.33% | −37−0.3% | Reduced |
| Puzo Michael J | 11,502 | $3.11M | 0.91% | −7,035−38.0% | Reduced |
| West Branch Capital LLC | 11,475 | $3.10M | 0.83% | +229+2.0% | Added |
| IHT Wealth Management, LLC | 11,460 | $3.10M | 0.07% | +1,196+11.7% | Added |
| Bluesphere Advisors, LLC | 11,420 | $3.09M | 1.10% | +2,948+34.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,400 | $3.08M | 0.32% | −5,595−32.9% | Reduced |