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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 6,137 | $1.66M | 0.06% | −6,413−51.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,133 | $1.66M | 0.47% | +1,833+42.6% | Added |
| J.Safra Asset Management Corp | 6,116 | $1.66M | 0.09% | +309+5.3% | Added |
| Birchwood Financial Partners, Inc. | 6,107 | $1.65M | 1.59% | +30.0% | Added |
| Kesler, Norman & Wride, LLC | 6,104 | $1.65M | 0.28% | +807+15.2% | Added |
| Permanens Capital L.P. | 6,085 | $1.65M | 0.21% | −4,065−40.0% | Reduced |
| Kanawha Capital Management LLC | 6,083 | $1.65M | 0.12% | +2,102+52.8% | Added |
| Constitution Capital LLC | 6,082 | $1.65M | 0.82% | −660−9.8% | Reduced |
| CoreFirst Bank & Trust | 6,082 | $1.65M | 0.87% | +4,043+198.3% | Added |
| Delta Global Management LP | 6,050 | $1.64M | 0.13% | +6,050 | New |
| Ulland Investment Advisors, LLC | 6,029 | $1.63M | 1.40% | −394−6.1% | Reduced |
| Meiji Yasuda America Inc | 6,021 | $1.63M | 0.40% | −82−1.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,007 | $1.63M | 0.55% | −665−10.0% | Reduced |
| Viking Fund Management LLC | 6,000 | $1.62M | 0.17% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,159 | $1.61M | 0.02% | +4,324+235.6% | Added |
| Galvin, Gaustad & Stein, LLC | 5,950 | $1.61M | 0.13% | −54,049−90.1% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 5,947 | $1.61M | 0.19% | −129−2.1% | Reduced |
| Osprey Private Wealth LLC | 5,932 | $1.61M | 0.46% | −62−1.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,930 | $1.60M | 0.03% | −2,818−32.2% | Reduced |
| Premier Path Wealth Partners, LLC | 5,928 | $1.60M | 0.21% | +1,158+24.3% | Added |
| Shoker Investment Counsel, Inc. | 5,914 | $1.60M | 0.48% | −1,717−22.5% | Reduced |
| Affiance Financial, LLC | 5,897 | $1.60M | 0.26% | +6+0.1% | Added |
| Stratos Wealth Advisors, LLC | 5,895 | $1.60M | 0.10% | +443+8.1% | Added |
| Connecticut Wealth Management, LLC | 5,888 | $1.59M | 0.07% | −670−10.2% | Reduced |
| Evergreen Wealth Management, LLC | 5,881 | $1.59M | 0.82% | +67+1.2% | Added |
| PFG Advisors | 5,856 | $1.58M | 0.08% | −700−10.7% | Reduced |
| Donoghue Forlines LLC | 5,837 | $1.58M | 0.44% | +5,837 | New |
| 111 Capital | 5,834 | $1.58M | 0.39% | +1,214+26.3% | Added |
| TD Private Client Wealth LLC | 5,820 | $1.57M | 0.03% | −1,843−24.1% | Reduced |
| Cherokee Insurance Co | 5,800 | $1.57M | 0.60% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5,787 | $1.57M | 0.18% | +5,787 | New |
| City Holding Co | 5,778 | $1.56M | 0.20% | −3,254−36.0% | Reduced |
| RFG Advisory, LLC | 5,741 | $1.55M | 0.03% | −458−7.4% | Reduced |
| Brown Shipley& Co Ltd | 5,740 | $1.55M | 0.93% | −4,374−43.2% | Reduced |
| Valmark Advisers, Inc. | 5,733 | $1.55M | 0.02% | −85−1.5% | Reduced |
| Parkside Financial Bank & Trust | 5,731 | $1.55M | 0.12% | −1,090−16.0% | Reduced |
| American National Bank | 5,727 | $1.55M | 0.15% | −301−5.0% | Reduced |
| Chiron Capital Management, LLC | 5,726 | $1.55M | 1.59% | +5,726 | New |
| Dover Advisors, LLC | 5,714 | $1.55M | 0.64% | −158−2.7% | Reduced |
| Birch Capital Management, LLC | 5,681 | $1.54M | 0.81% | −178−3.0% | Reduced |
| Accurate Wealth Management, LLC | 5,045 | $1.54M | 0.18% | +291+6.1% | Added |
| Rowland & Co Investment Counsel | 5,677 | $1.54M | 0.31% | +678+13.6% | Added |
| SWS Partners | 5,672 | $1.53M | 0.38% | +1,135+25.0% | Added |
| Nicholson Wealth Management Group, LLC | 5,661 | $1.53M | 0.89% | +133+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 5,645 | $1.53M | 0.05% | −468−7.7% | Reduced |
| Magnus Financial Group LLC | 5,632 | $1.52M | 0.12% | −675−10.7% | Reduced |
| Aventura Private Wealth, LLC | 5,632 | $1.52M | 0.56% | −111−1.9% | Reduced |
| Boston Family Office LLC | 5,601 | $1.52M | 0.10% | −724−11.4% | Reduced |
| Wealth Architects, LLC | 5,602 | $1.52M | 0.14% | +354+6.7% | Added |
| Personal Cfo Solutions, LLC | 5,580 | $1.51M | 0.21% | +931+20.0% | Added |
| EverSource Wealth Advisors, LLC | 5,550 | $1.50M | 0.05% | +120+2.2% | Added |
| Morningstar Investment Management LLC | 5,534 | $1.50M | 0.09% | +446+8.8% | Added |
| Crestwood Advisors Group LLC | 5,530 | $1.50M | 0.03% | −368−6.2% | Reduced |
| ADAR1 Capital Management, LLC | 5,501 | $1.49M | 0.09% | +5,501 | New |
| LRT Capital Management, LLC | 5,465 | $1.48M | 1.38% | −247−4.3% | Reduced |
| Journey Strategic Wealth LLC | 5,450 | $1.47M | 0.04% | −1,484−21.4% | Reduced |
| Sunbelt Securities, Inc. | 5,429 | $1.47M | 0.09% | +4,013+283.4% | Added |
| Tyche Wealth Partners LLC | 5,410 | $1.46M | 0.23% | −326−5.7% | Reduced |
| Blueshift Asset Management, LLC | 5,401 | $1.46M | 0.44% | +4,605+578.5% | Added |
| RiverPark Advisors, LLC | 5,400 | $1.46M | 0.53% | +364+7.2% | Added |
| Elmwood Wealth Management, Inc. | 5,398 | $1.46M | 0.40% | −264−4.7% | Reduced |
| Financial Engines Advisors L.L.C. | 5,396 | $1.46M | 0.00% | +345+6.8% | Added |
| Sargent Investment Group, LLC | 5,388 | $1.46M | 0.19% | +262+5.1% | Added |
| Ashton Thomas Securities, LLC | 5,392 | $1.46M | 0.18% | +363+7.2% | Added |
| Samalin Investment Counsel, LLC | 5,380 | $1.46M | 0.52% | −323−5.7% | Reduced |
| Hilltop National Bank | 5,377 | $1.45M | 0.35% | +293+5.8% | Added |
| Limestone Investment Advisors LP | 5,374 | $1.45M | 0.71% | +5,374 | New |
| Fischer Financial Services, Inc. | 5,370 | $1.45M | 0.49% | −1,563−22.5% | Reduced |
| Schear Investment Advisers, LLC | 5,361 | $1.45M | 0.64% | +92+1.7% | Added |
| Berkeley Capital Partners, LLC | 5,360 | $1.45M | 0.34% | +1,373+34.4% | Added |
| CMT Capital Markets Trading GmbH | 5,357 | $1.45M | 0.67% | +5,357 | New |
| Geneos Wealth Management Inc. | 5,357 | $1.45M | 0.03% | −345−6.1% | Reduced |
| Trust Co of Toledo NA | 5,356 | $1.45M | 0.14% | +1,430+36.4% | Added |
| Everhart Financial Group, Inc. | 5,347 | $1.45M | 0.12% | +945+21.5% | Added |
| Greenline Partners, LLC | 5,330 | $1.44M | 0.16% | −1,083−16.9% | Reduced |
| ESG Planning | 5,322 | $1.44M | 0.63% | +5,322 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,318 | $1.44M | 0.08% | +1,975+59.1% | Added |
| CVFG LLC | 5,295 | $1.43M | 0.18% | +4,467+539.5% | Added |
| Broderick Brian C | 5,286 | $1.43M | 0.26% | −6,558−55.4% | Reduced |
| Gen-Wealth Partners Inc | 5,284 | $1.43M | 0.45% | +286+5.7% | Added |
| Manchester Capital Management LLC | 5,282 | $1.43M | 0.21% | −117−2.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,280 | $1.43M | 0.51% | −235−4.3% | Reduced |
| Cladis Investment Advisory, LLC | 5,269 | $1.43M | 0.78% | +1,311+33.1% | Added |
| DB Fitzpatrick & Co, Inc | 5,268 | $1.43M | 1.22% | +556+11.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,247 | $1.42M | 0.14% | −59−1.1% | Reduced |
| Whalen Wealth Management Inc. | 5,247 | $1.42M | 0.76% | +1,472+39.0% | Added |
| High Note Wealth, LLC | 5,224 | $1.41M | 0.28% | +396+8.2% | Added |
| Avantax Planning Partners, Inc. | 5,219 | $1.41M | 0.04% | −760−12.7% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,216 | $1.41M | 2.05% | +5,216 | New |
| Larson Financial Group LLC | 5,212 | $1.41M | 0.05% | −569−9.8% | Reduced |
| Piscataqua Savings Bank | 5,208 | $1.41M | 0.99% | −17−0.3% | Reduced |
| GW&K Investment Management, LLC | 5,174 | $1.40M | 0.01% | −76,745−93.7% | Reduced |
| Apella Capital, LLC | 4,312 | $1.40M | 0.02% | +1,166+37.1% | Added |
| Paragon Capital Management LLC | 5,159 | $1.40M | 0.69% | −26−0.5% | Reduced |
| Shum Financial Group, Inc. | 5,157 | $1.40M | 0.99% | +82+1.6% | Added |
| LOM Asset Management Ltd | 5,140 | $1.39M | 0.40% | −237−4.4% | Reduced |
| GTS Securities LLC | 5,132 | $1.39M | 0.05% | −12,400−70.7% | Reduced |
| Paralel Advisors LLC | 5,105 | $1.38M | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 5,101 | $1.38M | 0.12% | −991−16.3% | Reduced |
| Roberts Glore & Co Inc | 5,096 | $1.38M | 0.38% | −64−1.2% | Reduced |