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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 7,357 | $1.99M | 1.11% | +278+3.9% | Added |
| Intrust Bank NA | 7,342 | $1.99M | 0.16% | −571−7.2% | Reduced |
| Integrated Advisors Network LLC | 7,337 | $1.99M | 0.10% | −8,258−53.0% | Reduced |
| Cito Capital Group, LLC | 7,326 | $1.98M | 0.61% | +300+4.3% | Added |
| Choate Investment Advisors | 7,307 | $1.98M | 0.04% | +103+1.4% | Added |
| Richard Bernstein Advisors LLC | 7,289 | $1.97M | 0.06% | 00.0% | Unchanged |
| Stolper Co | 62,424 | $1.97M | 0.65% | +46,121+282.9% | Added |
| Berkshire Asset Management LLC | 7,253 | $1.96M | 0.08% | −245−3.3% | Reduced |
| Community Bank, N.A. | 7,246 | $1.96M | 0.23% | +110+1.5% | Added |
| Valley National Advisers Inc | 7,227 | $1.96M | 0.25% | −37−0.5% | Reduced |
| CWC Advisors, LLC. | 7,221 | $1.95M | 0.93% | +264+3.8% | Added |
| Jacobi Capital Management LLC | 7,182 | $1.94M | 0.11% | +610+9.3% | Added |
| Independence Bank of Kentucky | 7,177 | $1.94M | 0.25% | −1,264−15.0% | Reduced |
| Qtron Investments LLC | 7,177 | $1.94M | 0.26% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,481 | $1.94M | 0.04% | −1,319−19.4% | Reduced |
| Stevens Capital Management LP | 7,152 | $1.94M | 0.30% | −3,984−35.8% | Reduced |
| F/M Investments LLC | 7,146 | $1.93M | 0.13% | −22,278−75.7% | Reduced |
| Chicago Trust Co NA | 7,145 | $1.93M | 0.31% | −2,193−23.5% | Reduced |
| Greenfield Savings Bank | 7,136 | $1.93M | 0.82% | +99+1.4% | Added |
| Concord Wealth Partners | 7,088 | $1.92M | 0.25% | +1,733+32.4% | Added |
| Tiaa Trust, National Association | 7,086 | $1.92M | 0.12% | −256,030−97.3% | Reduced |
| Monetary Management Group Inc | 7,083 | $1.92M | 0.46% | −200−2.7% | Reduced |
| Tulsa Wealth Advisors, INC | 7,042 | $1.91M | 0.33% | −4,014−36.3% | Reduced |
| Concord Asset Management, LLC | 7,040 | $1.90M | 0.32% | +1,745+33.0% | Added |
| Portfolio Design Labs, LLC | 7,037 | $1.90M | 0.34% | −537−7.1% | Reduced |
| Becker Capital Management Inc | 7,033 | $1.90M | 0.06% | −543−7.2% | Reduced |
| Fifth Lane Capital, LP | 7,000 | $1.89M | 2.30% | +1,300+22.8% | Added |
| Jackson Hole Capital Partners, LLC | 6,979 | $1.89M | 0.31% | +176+2.6% | Added |
| Raab & Moskowitz Asset Management LLC | 6,949 | $1.88M | 0.42% | −35−0.5% | Reduced |
| Kathmere Capital Management, LLC | 6,942 | $1.88M | 0.12% | +1,233+21.6% | Added |
| SLT Holdings LLC | 6,936 | $1.88M | 1.32% | +27+0.4% | Added |
| Csenge Advisory Group | 6,927 | $1.87M | 0.09% | −110−1.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,841 | $1.87M | 0.42% | −1,350−16.5% | Reduced |
| Sierra Summit Advisors LLC | 6,912 | $1.87M | 0.27% | +217+3.2% | Added |
| Brown Financial Advisors | 6,908 | $1.87M | 0.71% | +511+8.0% | Added |
| Hilltop Holdings Inc. | 6,902 | $1.87M | 0.17% | −12,545−64.5% | Reduced |
| Argo Wealth Advisory, LLC | 6,896 | $1.87M | 1.10% | +2,421+54.1% | Added |
| Platform Technology Partners | 6,893 | $1.87M | 0.36% | +1,551+29.0% | Added |
| Axq Capital, LP | 6,835 | $1.85M | 0.24% | −2,051−23.1% | Reduced |
| Capital Asset Advisory Services LLC | 5,697 | $1.84M | 0.07% | −967−14.5% | Reduced |
| Inkwell Capital LLC | 6,804 | $1.84M | 1.87% | −46−0.7% | Reduced |
| Savvy Advisors, Inc. | 6,780 | $1.83M | 0.05% | +206+3.1% | Added |
| Capital Management Associates, Inc | 6,761 | $1.83M | 0.41% | +274+4.2% | Added |
| Tilia Fiduciary Partners, Inc. | 6,744 | $1.82M | 1.00% | +404+6.4% | Added |
| Sendero Wealth Management, LLC | 6,730 | $1.82M | 0.20% | +80+1.2% | Added |
| Catalyst Financial Partners LLC | 6,717 | $1.82M | 0.21% | +790+13.3% | Added |
| Fosun International Ltd | 6,711 | $1.82M | 0.46% | 00.0% | Unchanged |
| Holderness Investments Co | 6,710 | $1.82M | 0.36% | −316−4.5% | Reduced |
| Griffin Asset Management, Inc. | 6,703 | $1.81M | 0.20% | −2,378−26.2% | Reduced |
| Rare Wolf Capital LLC | 6,703 | $1.81M | 1.17% | +1,874+38.8% | Added |
| Asset Dedication, LLC | 6,698 | $1.81M | 0.13% | −1,572−19.0% | Reduced |
| BigSur Wealth Management LLC | 6,694 | $1.81M | 0.51% | −2,200−24.7% | Reduced |
| Baker Avenue Asset Management, LP | 6,682 | $1.81M | 0.04% | +720+12.1% | Added |
| First National Bank of Omaha | 6,857 | $1.80M | 0.06% | −369−5.1% | Reduced |
| Connable Office Inc | 6,652 | $1.80M | 0.18% | +5+0.1% | Added |
| Spears Abacus Advisors LLC | 6,641 | $1.80M | 0.04% | −221−3.2% | Reduced |
| Wright Investors Service Inc | 6,633 | $1.79M | 0.56% | −5,453−45.1% | Reduced |
| Boston Private Wealth LLC | 6,631 | $1.79M | 0.12% | −6,941−51.1% | Reduced |
| Longfellow Investment Management Co LLC | 6,614 | $1.79M | 0.37% | +1,188+21.9% | Added |
| Hartford Financial Management Inc. | 6,605 | $1.79M | 0.46% | +477+7.8% | Added |
| Impact Capital Partners LLC | 6,591 | $1.78M | 0.54% | −238−3.5% | Reduced |
| BOCHK Asset Management Ltd | 6,590 | $1.78M | 0.37% | +700+11.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 6,587 | $1.78M | 0.21% | +136+2.1% | Added |
| Moody National Bank Trust Division | 6,574 | $1.78M | 0.17% | −222−3.3% | Reduced |
| Applied Capital LLC | 6,527 | $1.77M | 1.28% | +362+5.9% | Added |
| Summit Global Investments | 6,520 | $1.76M | 0.10% | −159−2.4% | Reduced |
| Thoroughbred Financial Services, LLC | 6,502 | $1.76M | 0.11% | −173−2.6% | Reduced |
| Gsa Capital Partners LLP | 6,489 | $1.76M | 0.11% | −184−2.8% | Reduced |
| Confluence Wealth Services, Inc. | 6,482 | $1.75M | 0.07% | +404+6.6% | Added |
| Clear Trail Advisors, LLC | 6,478 | $1.75M | 0.29% | −424−6.1% | Reduced |
| Petros Family Wealth, LLC | 6,476 | $1.75M | 1.25% | +163+2.6% | Added |
| Prosperity Consulting Group, LLC | 6,466 | $1.75M | 0.08% | −528−7.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,457 | $1.75M | 0.26% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,452 | $1.75M | 0.01% | −3,020−31.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,435 | $1.74M | 0.29% | −1,650−20.4% | Reduced |
| WealthShield Partners, LLC | 6,432 | $1.74M | 0.19% | −6,950−51.9% | Reduced |
| KPP Advisory Services LLC | 6,411 | $1.73M | 0.25% | +1,640+34.4% | Added |
| Transamerica Financial Advisors, Inc. | 6,364 | $1.72M | 0.15% | +2,193+52.6% | Added |
| Ronald Blue Trust, Inc. | 6,363 | $1.72M | 0.02% | −182−2.8% | Reduced |
| Pallas Capital Advisors LLC | 6,347 | $1.72M | 0.06% | −1,487−19.0% | Reduced |
| Gs Investments, Inc. | 6,338 | $1.71M | 0.98% | −1,482−19.0% | Reduced |
| Carret Asset Management, LLC | 6,326 | $1.71M | 0.17% | −674−9.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,312 | $1.71M | 0.07% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 6,297 | $1.70M | 0.57% | +3,295+109.8% | Added |
| Center for Wealth Management Advisory | 6,285 | $1.70M | 1.22% | +49+0.8% | Added |
| Adviser Investments LLC | 6,284 | $1.70M | 0.02% | +151+2.5% | Added |
| Circle Wealth Management, LLC | 6,270 | $1.70M | 0.02% | +12+0.2% | Added |
| Indivisible Partners | 6,256 | $1.69M | 0.15% | +2,865+84.5% | Added |
| New Insight Wealth Advisors | 6,244 | $1.69M | 0.61% | +2,392+62.1% | Added |
| All Terrain Financial Advisors, LLC | 6,237 | $1.69M | 0.53% | +407+7.0% | Added |
| Goldenstone Wealth Management LLC | 6,229 | $1.69M | 1.23% | +8+0.1% | Added |
| Royal Capital Wealth Management, LLC | 6,224 | $1.68M | 1.05% | −37−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 6,212 | $1.68M | 0.01% | −4,871−44.0% | Reduced |
| Stoneridge Investment Partners LLC | 6,208 | $1.68M | 1.22% | +3,623+140.2% | Added |
| Advisory Alpha, LLC | 6,174 | $1.67M | 0.05% | +669+12.2% | Added |
| Titan Investment Solutions Ltd | 6,171 | $1.67M | 0.21% | −28,019−82.0% | Reduced |
| Dana Investment Advisors, Inc. | 6,148 | $1.66M | 0.05% | −2,497−28.9% | Reduced |
| Clear Creek Financial Management, LLC | 6,147 | $1.66M | 0.13% | +1,885+44.2% | Added |
| Delta Capital Management LLC | 6,145 | $1.66M | 0.92% | −20−0.3% | Reduced |
| Stenger Family Office, LLC | 6,138 | $1.66M | 0.30% | −548−8.2% | Reduced |