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 |
|---|---|---|---|---|---|
| MidFirst Bank | 11,364 | $3.07M | 0.25% | +4,933+76.7% | Added |
| DoubleLine ETF Adviser LP | 11,362 | $3.07M | 1.17% | +11,362 | New |
| Hilton Capital Management, LLC | 11,333 | $3.07M | 0.23% | +239+2.2% | Added |
| Financial Advisory Service, Inc. | 11,283 | $3.05M | 0.19% | +8,239+270.7% | Added |
| Acumen Wealth Advisors, LLC | 11,255 | $3.05M | 0.82% | −4,724−29.6% | Reduced |
| ZEGA Investments, LLC | 11,202 | $3.03M | 0.57% | −74−0.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,183 | $3.03M | 0.30% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 11,170 | $3.02M | 0.16% | +1,567+16.3% | Added |
| Aurdan Capital Management, LLC | 11,164 | $3.02M | 0.91% | −22−0.2% | Reduced |
| Acropolis Investment Management, LLC | 11,145 | $3.02M | 0.13% | −1,306−10.5% | Reduced |
| Plancorp, LLC | 9,883 | $3.01M | 0.09% | −250−2.5% | Reduced |
| Brown Miller Wealth Management, LLC | 11,067 | $2.99M | 0.85% | +676+6.5% | Added |
| Ninety One SA (PTY) Ltd | 11,142 | $2.99M | 0.13% | +11,142 | New |
| Alps Advisors Inc | 11,065 | $2.99M | 0.01% | −799−6.7% | Reduced |
| Central Pacific Bank - Trust Division | 11,055 | $2.99M | 0.38% | +248+2.3% | Added |
| Maia Wealth LLC | 11,015 | $2.98M | 0.50% | +2,367+27.4% | Added |
| Procyon Private Wealth Partners, LLC | 10,962 | $2.97M | 0.15% | −544−4.7% | Reduced |
| National Asset Management, Inc. | 11,303 | $2.96M | 0.19% | −3,661−24.5% | Reduced |
| Coastline Trust Co | 10,914 | $2.95M | 0.29% | −70−0.6% | Reduced |
| New Age Alpha Advisors, LLC | 10,834 | $2.93M | 0.14% | −23,247−68.2% | Reduced |
| Fortis Group Advisors, LLC | 7,897 | $2.93M | 0.48% | −2,575−24.6% | Reduced |
| Neo Ivy Capital Management | 10,772 | $2.91M | 0.77% | +2,599+31.8% | Added |
| PFG Investments, LLC | 10,727 | $2.90M | 0.14% | −1,173−9.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 10,706 | $2.90M | 0.90% | +662+6.6% | Added |
| Lountzis Asset Management, LLC | 10,682 | $2.89M | 1.06% | −12−0.1% | Reduced |
| Calamos Wealth Management LLC | 10,583 | $2.86M | 0.10% | −1,231−10.4% | Reduced |
| Pinnacle Holdings, LLC | 10,569 | $2.86M | 0.92% | +1,275+13.7% | Added |
| Rothschild Investment LLC | 10,516 | $2.85M | 0.15% | −570−5.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,511 | $2.84M | 0.03% | −334−3.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,500 | $2.84M | 0.17% | +9,755+1,309.4% | Added |
| Commonwealth Retirement Investments LLC | 10,492 | $2.84M | 0.88% | +1,613+18.2% | Added |
| Pine Valley Investments Ltd Liability Co | 10,489 | $2.84M | 0.14% | −1,241−10.6% | Reduced |
| Krilogy Financial LLC | 8,951 | $2.83M | 0.09% | −1,092−10.9% | Reduced |
| E Fund Management Co., Ltd. | 10,422 | $2.82M | 0.08% | +10,422 | New |
| Manhattan West Asset Management, LLC | 10,374 | $2.81M | 0.55% | +1,411+15.7% | Added |
| Elgethun Capital Management | 10,372 | $2.81M | 0.46% | −327−3.1% | Reduced |
| Tritonpoint Wealth, LLC | 10,365 | $2.80M | 0.30% | +351+3.5% | Added |
| Sandhill Capital Partners LLC | 10,308 | $2.79M | 0.24% | −2,518−19.6% | Reduced |
| R.H. Investment Group, LLC | 9,089 | $2.78M | 2.14% | +985+12.2% | Added |
| HealthInvest Partners AB | 14,636 | $2.77M | 0.90% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 10,215 | $2.76M | 0.07% | +767+8.1% | Added |
| Trust Asset Management LLC | 10,210 | $2.76M | 0.20% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,205 | $2.76M | 0.10% | +677+7.1% | Added |
| Colonial Trust Co | 10,187 | $2.76M | 0.37% | −196−1.9% | Reduced |
| one8zero8, LLC | 10,152 | $2.75M | 0.61% | +160+1.6% | Added |
| Ami Investment Management Inc | 10,108 | $2.74M | 0.62% | +519+5.4% | Added |
| Salem Investment Counselors Inc | 10,101 | $2.73M | 0.08% | +918+10.0% | Added |
| Elwood Capital Partners LP | 10,028 | $2.71M | 2.62% | −7,500−42.8% | Reduced |
| BLKBRD Asset Management, LP | 10,012 | $2.71M | 7.08% | −2,383−19.2% | Reduced |
| Sivik Global Healthcare LLC | 10,000 | $2.71M | 2.05% | −2,000−16.7% | Reduced |
| Castleview Partners, LLC | 9,971 | $2.70M | 1.38% | +970+10.8% | Added |
| Twinbeech Capital LP | 9,953 | $2.69M | 0.28% | +9,024+971.4% | Added |
| Employees Retirement System of Texas | 9,940 | $2.69M | 0.02% | −289,620−96.7% | Reduced |
| Machina Capital S.A.S. | 9,930 | $2.69M | 0.53% | −4,349−30.5% | Reduced |
| Marathon Trading Investment Management LLC | 9,910 | $2.68M | 0.80% | +6,593+198.8% | Added |
| Chickasaw Capital Management LLC | 9,884 | $2.67M | 0.09% | +42+0.4% | Added |
| AlphaCore Capital LLC | 9,875 | $2.67M | 0.06% | −1,391−12.3% | Reduced |
| Modus Advisors, LLC | 9,864 | $2.67M | 0.73% | +2,744+38.5% | Added |
| Van Hulzen Asset Management, LLC | 9,845 | $2.66M | 0.20% | +1,002+11.3% | Added |
| Rehmann Capital Advisory Group | 9,838 | $2.66M | 0.14% | +623+6.8% | Added |
| First Foundation Advisors | 9,828 | $2.66M | 0.11% | −223−2.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 9,820 | $2.66M | 0.37% | +3,416+53.3% | Added |
| Eclectic Associates Inc | 9,786 | $2.65M | 0.35% | +128+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,779 | $2.65M | 0.08% | −301−3.0% | Reduced |
| Titleist Asset Management, LLC | 9,751 | $2.64M | 0.20% | −2,443−20.0% | Reduced |
| Sullivan Wood Capital Management LLC | 9,731 | $2.63M | 4.61% | +915+10.4% | Added |
| Highland Capital Management, LLC | 9,725 | $2.63M | 0.14% | −100−1.0% | Reduced |
| Skylands Capital, LLC | 9,695 | $2.62M | 0.34% | +1,675+20.9% | Added |
| Venture Visionary Partners LLC | 9,691 | $2.62M | 0.09% | −1,469−13.2% | Reduced |
| SageView Advisory Group, LLC | 9,689 | $2.62M | 0.10% | −1,529−13.6% | Reduced |
| Accredited Investors Inc. | 9,668 | $2.62M | 0.14% | −834−7.9% | Reduced |
| Integrity Alliance, LLC. | 9,636 | $2.61M | 0.10% | +112+1.2% | Added |
| Smartleaf Asset Management LLC | 9,947 | $2.60M | 0.09% | +479+5.1% | Added |
| First Horizon Corp | 9,589 | $2.59M | 0.11% | +5,617+141.4% | Added |
| PACK Private Wealth, LLC | 9,566 | $2.59M | 1.19% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9,538 | $2.58M | 0.13% | −742−7.2% | Reduced |
| Somerville Kurt F | 9,531 | $2.58M | 0.68% | −4,189−30.5% | Reduced |
| Independent Financial Group, LLC | 9,524 | $2.58M | 0.06% | +887+10.3% | Added |
| Weik Capital Management | 9,520 | $2.58M | 1.03% | −150−1.6% | Reduced |
| Whalerock Point Partners, LLC | 9,498 | $2.57M | 0.50% | −1,115−10.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,476 | $2.56M | 1.04% | −337−3.4% | Reduced |
| Gladstone Institutional Advisory LLC | 9,474 | $2.56M | 0.09% | −193−2.0% | Reduced |
| Sagespring Wealth Partners, LLC | 9,457 | $2.56M | 0.05% | −1,807−16.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,417 | $2.55M | 1.65% | +312+3.4% | Added |
| Signet Investment Advisory Group, Inc. | 9,411 | $2.55M | 1.17% | +924+10.9% | Added |
| Ameritas Advisory Services, LLC | 9,405 | $2.54M | 0.10% | +2,329+32.9% | Added |
| Marathon Wealth Advisors LLC | 9,397 | $2.54M | 1.04% | +455+5.1% | Added |
| Resonant Capital Advisors, LLC | 9,392 | $2.54M | 0.13% | +5,814+162.5% | Added |
| Signal Advisors Wealth, LLC | 9,375 | $2.54M | 0.17% | +979+11.7% | Added |
| Round Rock Advisors, LLC | 9,357 | $2.53M | 0.39% | −734−7.3% | Reduced |
| Nicolet Bankshares Inc | 9,290 | $2.53M | 0.09% | +6,836+278.6% | Added |
| Saber Capital Managment, LLC | 9,326 | $2.52M | 1.96% | −31−0.3% | Reduced |
| Estabrook Capital Management | 9,308 | $2.52M | 0.37% | +10.0% | Added |
| Diversified Management Inc | 9,297 | $2.52M | 0.43% | +5,065+119.7% | Added |
| Perigon Wealth Management, LLC | 9,282 | $2.51M | 0.05% | −1,675−15.3% | Reduced |
| Two Sigma Securities, LLC | 9,280 | $2.51M | 0.29% | +9,280 | New |
| Farmers National Bank | 9,261 | $2.51M | 0.55% | +149+1.6% | Added |
| Syon Capital LLC | 9,246 | $2.50M | 0.13% | −378−3.9% | Reduced |
| Texas Yale Capital Corp. | 9,238 | $2.50M | 0.07% | +3,038+49.0% | Added |
| Aviso Financial Inc. | 9,151 | $2.48M | 0.09% | −207−2.2% | Reduced |