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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 9,151 | $2.48M | 0.52% | +88+1.0% | Added |
| Milestone Asset Management, LLC | 9,128 | $2.47M | 0.46% | +819+9.9% | Added |
| Applied Finance Capital Management, LLC | 9,038 | $2.45M | 0.18% | +776+9.4% | Added |
| Cornerstone Planning, LLC | 9,006 | $2.44M | 0.55% | +1,993+28.4% | Added |
| Koshinski Asset Management, Inc. | 8,997 | $2.43M | 0.15% | −820−8.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 8,988 | $2.43M | 1.45% | +1,730+23.8% | Added |
| Parsonex Advisory Services, Inc. | 8,987 | $2.43M | 2.38% | +292+3.4% | Added |
| Aaron Wealth Advisors | 8,947 | $2.42M | 0.14% | −1,339−13.0% | Reduced |
| Modera Wealth Management, LLC | 8,917 | $2.41M | 0.03% | −3,417−27.7% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 8,890 | $2.41M | 1.09% | +8,890 | New |
| Field & Main Bank | 8,889 | $2.41M | 0.70% | −18−0.2% | Reduced |
| Kerrisdale Advisers, LLC | 8,849 | $2.39M | 0.91% | +3,021+51.8% | Added |
| Visionary Wealth Advisors | 8,844 | $2.39M | 0.11% | −207−2.3% | Reduced |
| Fulcrum Asset Management LLP | 9,100 | $2.38M | 0.36% | +902+11.0% | Added |
| Kingswood Wealth Advisors, LLC | 8,794 | $2.38M | 0.11% | −1,321−13.1% | Reduced |
| Montag A & Associates Inc | 8,792 | $2.38M | 0.11% | −255−2.8% | Reduced |
| V2 Financial group LLC | 8,785 | $2.38M | 1.11% | +85+1.0% | Added |
| Advyzon Investment Management, LLC | 8,749 | $2.37M | 0.21% | +2,974+51.5% | Added |
| Lazari Capital Management, Inc. | 8,709 | $2.36M | 0.82% | +2,564+41.7% | Added |
| Smithbridge Asset Management Inc | 8,699 | $2.35M | 0.35% | −9,173−51.3% | Reduced |
| Capital Analysts, LLC | 8,695 | $2.35M | 0.06% | −321−3.6% | Reduced |
| Cigna Investments Inc | 8,665 | $2.34M | 0.36% | −115−1.3% | Reduced |
| Wealthedge Investment Advisors, LLC | 8,620 | $2.33M | 0.86% | +1,580+22.4% | Added |
| KCM Investment Advisors LLC | 8,606 | $2.33M | 0.08% | −236−2.7% | Reduced |
| Ping Capital Management, Inc. | 8,600 | $2.33M | 0.90% | +3,800+79.2% | Added |
| Wealthcare Advisory Partners LLC | 8,591 | $2.32M | 0.05% | −310−3.5% | Reduced |
| Glenview Trust Co | 8,570 | $2.32M | 0.04% | −2,114−19.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,565 | $2.32M | 1.38% | −292−3.3% | Reduced |
| Global Assets Advisory, LLC | 8,527 | $2.31M | 0.71% | +200+2.4% | Added |
| Granite Investment Partners, LLC | 8,520 | $2.31M | 0.14% | −688−7.5% | Reduced |
| Wolverine Asset Management LLC | 8,512 | $2.30M | 0.04% | +8,456+15,100.0% | Added |
| Triglav Skladi, D.O.O. | 8,500 | $2.30M | 0.16% | −24,899−74.6% | Reduced |
| Polymer Capital Management (HK) LTD | 8,500 | $2.30M | 0.32% | +8,500 | New |
| JB Capital LLC | 8,438 | $2.28M | 0.09% | +863+11.4% | Added |
| Family Legacy, Inc. | 8,437 | $2.28M | 0.69% | +33+0.4% | Added |
| Harrell Investment Partners, LLC | 8,404 | $2.27M | 0.54% | −356−4.1% | Reduced |
| Kensington Investment Counsel, LLC | 8,398 | $2.27M | 1.09% | −163−1.9% | Reduced |
| Insigneo Advisory Services, LLC | 8,395 | $2.27M | 0.16% | +186+2.3% | Added |
| Jaffetilchin Investment Partners, LLC | 8,380 | $2.27M | 0.13% | −2,838−25.3% | Reduced |
| Paradigm Asset Management Co LLC | 8,380 | $2.27M | 0.53% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 8,377 | $2.27M | 0.03% | −276−3.2% | Reduced |
| GWN Securities Inc. | 8,369 | $2.26M | 0.43% | +236+2.9% | Added |
| Floyd Financial Group LLC | 7,209 | $2.26M | 1.51% | −287−3.8% | Reduced |
| Kidder Stephen W | 8,340 | $2.26M | 0.66% | −7,130−46.1% | Reduced |
| Advisor OS, LLC | 8,331 | $2.25M | 0.16% | +1,176+16.4% | Added |
| Fidelis Capital Partners, LLC | 8,319 | $2.25M | 0.16% | −1,512−15.4% | Reduced |
| NorthRock Partners, LLC | 8,301 | $2.25M | 0.04% | +1,497+22.0% | Added |
| Missouri Trust & Investment Co | 8,296 | $2.24M | 0.66% | +2,783+50.5% | Added |
| Interchange Capital Partners, LLC | 4,293 | $2.24M | 0.72% | −2,599−37.7% | Reduced |
| Chilton Investment Co LLC | 8,268 | $2.24M | 0.05% | −1,278−13.4% | Reduced |
| Focused Wealth Management, Inc | 8,174 | $2.21M | 0.23% | +1,263+18.3% | Added |
| Titan Investment Management LLC | 8,167 | $2.21M | 1.95% | +165+2.1% | Added |
| Flavin Financial Services, Inc. | 8,123 | $2.20M | 1.48% | +324+4.2% | Added |
| Te Ahumairangi Investment Management Ltd | 8,122 | $2.20M | 0.37% | +1,380+20.5% | Added |
| Mirova | 8,068 | $2.18M | 0.09% | +8,068 | New |
| RMB Capital Management, LLC | 8,046 | $2.18M | 0.04% | +452+6.0% | Added |
| Northern Oak Wealth Management Inc | 8,037 | $2.17M | 0.27% | −546−6.4% | Reduced |
| Capital Advisors Inc | 8,026 | $2.17M | 0.03% | +934+13.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,021 | $2.17M | 0.08% | −637−7.4% | Reduced |
| Kovack Advisors, Inc. | 7,974 | $2.16M | 0.12% | −18,838−70.3% | Reduced |
| U S Wealth Group, LLC. | 7,964 | $2.16M | 1.46% | −69−0.9% | Reduced |
| Fairbanks Capital Management, Inc. | 7,959 | $2.15M | 1.35% | −48−0.6% | Reduced |
| Resources Management Corp | 7,951 | $2.15M | 0.29% | −149−1.8% | Reduced |
| Pathway Financial Advisers, LLC | 7,943 | $2.15M | 0.61% | −97−1.2% | Reduced |
| Atomi Financial Group, Inc. | 7,910 | $2.14M | 0.07% | −1,834−18.8% | Reduced |
| Bank of Nova Scotia Trust Co | 7,906 | $2.14M | 0.18% | −5,253−39.9% | Reduced |
| Ostrum Asset Management | 7,887 | $2.13M | 0.12% | −3,949−33.4% | Reduced |
| Connective Capital Management, LLC | 7,829 | $2.12M | 1.75% | +7,829 | New |
| Timber Creek Capital Management LLC | 7,827 | $2.12M | 0.51% | +1,398+21.7% | Added |
| Grimes & Company, Inc. | 7,767 | $2.10M | 0.06% | +596+8.3% | Added |
| DeDora Capital, Inc. | 7,760 | $2.10M | 0.51% | −86−1.1% | Reduced |
| Avidian Wealth Solutions, LLC | 7,744 | $2.10M | 0.07% | +4,203+118.7% | Added |
| Cascades Capital Asset Management, LLC | 7,727 | $2.09M | 0.88% | −20−0.3% | Reduced |
| Fulton Bank, N.A. | 7,710 | $2.09M | 0.07% | −1,979−20.4% | Reduced |
| Eastern Bank | 7,708 | $2.09M | 0.04% | −2,218−22.3% | Reduced |
| Dempze Nancy E | 7,685 | $2.08M | 1.14% | −2,781−26.6% | Reduced |
| Central Bank & Trust Co | 7,682 | $2.08M | 0.33% | −121−1.6% | Reduced |
| Fragasso Group Inc. | 7,362 | $2.07M | 0.12% | −215−2.8% | Reduced |
| Essex Financial Services, Inc. | 7,643 | $2.07M | 0.12% | −475−5.9% | Reduced |
| Eos Management, L.P. | 7,616 | $2.06M | 0.89% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 7,609 | $2.06M | 0.08% | +5,383+241.8% | Added |
| Studio Investment Management LLC | 7,603 | $2.06M | 0.37% | −127−1.6% | Reduced |
| Kinneret Advisory, LLC | 7,594 | $2.05M | 0.19% | −337−4.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,588 | $2.05M | 0.57% | −4−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 7,587 | $2.05M | 0.37% | −641−7.8% | Reduced |
| Voleon Capital Management LP | 7,586 | $2.05M | 0.04% | +5,927+357.3% | Added |
| Neville Rodie & Shaw Inc | 7,579 | $2.05M | 0.15% | −1,637−17.8% | Reduced |
| MPS Loria Financial Planners, LLC | 7,578 | $2.05M | 0.54% | +47+0.6% | Added |
| BNP Paribas | 7,770 | $2.05M | 0.07% | −24,182−75.7% | Reduced |
| BCGM Wealth Management, LLC | 7,549 | $2.04M | 0.51% | +747+11.0% | Added |
| Shayne & Co., LLC | 7,515 | $2.03M | 0.63% | 00.0% | Unchanged |
| Barbara Oil Co. | 7,500 | $2.03M | 0.78% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 7,479 | $2.02M | 0.69% | −345−4.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,438 | $2.01M | 1.37% | −120−1.6% | Reduced |
| Boomfish Wealth Group, LLC | 7,417 | $2.01M | 1.07% | +1,605+27.6% | Added |
| Hillman Capital Management, Inc. | 7,405 | $2.00M | 1.39% | −276−3.6% | Reduced |
| Joel Isaacson & Co., LLC | 7,396 | $2.00M | 0.07% | +500+7.3% | Added |
| Mystic Asset Management, Inc. | 7,390 | $2.00M | 0.46% | +1,250+20.4% | Added |
| Schnieders Capital Management, LLC. | 7,389 | $2.00M | 0.32% | −1,504−16.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 7,379 | $2.00M | 0.34% | +7,379 | New |