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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 4,637 | $1.38M | 0.08% | +383+9.0% | Added |
| Meridian Wealth Advisors, LLC | 5,091 | $1.38M | 0.18% | −6,288−55.3% | Reduced |
| Archer Investment Corp | 5,063 | $1.37M | 0.29% | −721−12.5% | Reduced |
| Kassira Wealth Management LLC | 5,063 | $1.37M | 1.26% | +339+7.2% | Added |
| IMA Wealth, Inc. | 5,059 | $1.37M | 0.13% | +43+0.9% | Added |
| Anb Bank | 5,054 | $1.37M | 0.55% | +458+10.0% | Added |
| Modern Wealth Management, LLC | 4,976 | $1.36M | 0.02% | −257−4.9% | Reduced |
| GLOBALT Investments LLC | 5,020 | $1.36M | 0.05% | −180−3.5% | Reduced |
| Sheets Smith Wealth Management | 5,011 | $1.36M | 0.15% | −38−0.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $1.35M | 0.70% | +5,000 | New |
| Crossingbridge Advisors, LLC | 5,000 | $1.35M | 0.24% | +5,000 | New |
| Frec Markets, Inc. | 4,995 | $1.35M | 0.23% | +1,053+26.7% | Added |
| Prestige Wealth Management Group LLC | 4,995 | $1.35M | 0.27% | +122+2.5% | Added |
| Generali Investments, Management Co LLC | 4,994 | $1.35M | 0.31% | −4,367−46.7% | Reduced |
| Vista Investment Management | 4,994 | $1.35M | 0.45% | +8+0.2% | Added |
| Cardinal Point Capital Management, ULC | 4,991 | $1.35M | 0.08% | +195+4.1% | Added |
| Avestar Capital, LLC | 4,989 | $1.35M | 0.09% | +56+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,984 | $1.35M | 0.02% | −2,199−30.6% | Reduced |
| Wealth Effects LLC | 4,967 | $1.34M | 0.48% | −69−1.4% | Reduced |
| Edgestream Partners, L.P. | 4,963 | $1.34M | 0.04% | −297−5.6% | Reduced |
| Daymark Wealth Partners, LLC | 4,960 | $1.34M | 0.04% | +247+5.2% | Added |
| Stablepoint Partners, LLC | 4,951 | $1.34M | 0.20% | +319+6.9% | Added |
| Moors & Cabot, Inc. | 4,949 | $1.34M | 0.06% | −368−6.9% | Reduced |
| OneAscent Financial Services LLC | 4,948 | $1.34M | 0.07% | +601+13.8% | Added |
| Pacific Point Advisors, LLC | 4,937 | $1.34M | 0.70% | −91−1.8% | Reduced |
| Diversified Enterprises, LLC | 4,911 | $1.33M | 0.07% | +167+3.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,898 | $1.33M | 0.45% | +290+6.3% | Added |
| Convergence Financial, LLC | 4,818 | $1.32M | 0.14% | +4,040+519.3% | Added |
| Tranquility Partners, LLC | 4,877 | $1.32M | 0.50% | −166−3.3% | Reduced |
| MBM Wealth Consultants, LLC | 4,873 | $1.32M | 0.30% | +92+1.9% | Added |
| Independent Solutions Wealth Management, LLC | 4,866 | $1.32M | 0.19% | +360+8.0% | Added |
| Fagan Associates, Inc. | 4,864 | $1.32M | 0.18% | −25−0.5% | Reduced |
| Formidable Asset Management, LLC | 3,985 | $1.32M | 0.20% | −247−5.8% | Reduced |
| Scott & Selber, Inc. | 4,854 | $1.31M | 0.34% | −15−0.3% | Reduced |
| Cahill Financial Advisors Inc | 4,839 | $1.31M | 0.14% | +28+0.6% | Added |
| Triad Wealth Partners, LLC | 4,826 | $1.31M | 0.10% | +489+11.3% | Added |
| Shufro Rose & Co LLC | 4,807 | $1.30M | 0.09% | −215−4.3% | Reduced |
| Founders Financial Securities LLC | 4,232 | $1.30M | 0.07% | −214−4.8% | Reduced |
| SilverOak Wealth Management LLC | 4,789 | $1.30M | 0.20% | −301−5.9% | Reduced |
| Richard W. Paul & Associates, LLC | 4,776 | $1.29M | 0.43% | +257+5.7% | Added |
| Balentine LLC | 4,756 | $1.29M | 0.05% | +198+4.3% | Added |
| Boothbay Fund Management, LLC | 4,717 | $1.28M | 0.03% | +2,440+107.2% | Added |
| Third View Private Wealth, LLC | 4,713 | $1.28M | 0.17% | +377+8.7% | Added |
| Adell Harriman & Carpenter Inc | 4,695 | $1.27M | 0.08% | −1,091−18.9% | Reduced |
| Lincoln Capital Corp | 4,692 | $1.27M | 0.47% | +1,004+27.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,683 | $1.27M | 0.15% | −588−11.2% | Reduced |
| One Capital Management, LLC | 4,681 | $1.27M | 0.03% | +271+6.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 4,680 | $1.27M | 0.03% | −1,420−23.3% | Reduced |
| Bluefin Capital Management, LLC | – | $1.27M | 1.23% | – | New |
| Sound View Wealth Advisors Group, LLC | 4,670 | $1.26M | 0.09% | −172−3.6% | Reduced |
| Flputnam Investment Management Co | 4,651 | $1.26M | 0.02% | −749−13.9% | Reduced |
| Cox Capital Mgt LLC | 4,642 | $1.26M | 0.83% | +2,297+98.0% | Added |
| Harvey Investment Co LLC | 4,635 | $1.25M | 0.14% | −28−0.6% | Reduced |
| Townsend & Associates, Inc | 3,543 | $1.25M | 0.11% | −115−3.1% | Reduced |
| Thompson David Blair | 4,628 | $1.25M | 0.72% | −971−17.3% | Reduced |
| Massmutual Trust Co FSB | 4,626 | $1.25M | 0.03% | −1,721−27.1% | Reduced |
| PDS Planning, Inc | 4,613 | $1.25M | 0.08% | −1,043−18.4% | Reduced |
| CFS Investment Advisory Services, LLC | 3,843 | $1.25M | 0.09% | −161−4.0% | Reduced |
| Sentinel Trust Co Lba | 4,604 | $1.25M | 0.12% | +100+2.2% | Added |
| Radnor Capital Management, LLC | 4,604 | $1.25M | 0.18% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,591 | $1.24M | 0.28% | −4−0.1% | Reduced |
| Cetera Trust Company, N.A | 4,580 | $1.24M | 0.70% | −158−3.3% | Reduced |
| Hound Partners, LLC | 4,580 | $1.24M | 0.16% | +4,580 | New |
| Peterson Wealth Services | 4,578 | $1.24M | 0.31% | +187+4.3% | Added |
| Argentarii, LLC | 4,576 | $1.24M | 0.43% | +255+5.9% | Added |
| Inscription Capital, LLC | 4,570 | $1.24M | 0.13% | −1,538−25.2% | Reduced |
| Nilsine Partners, LLC | 3,477 | $1.23M | 0.10% | −380−9.9% | Reduced |
| Narwhal Capital Management | 4,554 | $1.23M | 0.09% | −988−17.8% | Reduced |
| Sumitomo Life Insurance Co | 4,553 | $1.23M | 0.03% | −4,051−47.1% | Reduced |
| Green Harvest Asset Management LLC | 4,548 | $1.23M | 0.02% | +27+0.6% | Added |
| Mendel Money Management | 4,527 | $1.22M | 0.51% | −245−5.1% | Reduced |
| Knollwood Investment Advisory, LLC | 4,523 | $1.22M | 0.12% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 4,502 | $1.22M | 0.24% | +791+21.3% | Added |
| Oarsman Capital, Inc. | 4,452 | $1.20M | 0.15% | −145−3.2% | Reduced |
| Tealwood Asset Management Inc | 4,451 | $1.20M | 0.55% | −55−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 4,501 | $1.20M | 0.16% | −7,963−63.9% | Reduced |
| Private Wealth Asset Management, LLC | 4,447 | $1.20M | 0.13% | −226−4.8% | Reduced |
| Cornerstone Wealth Group, LLC | 3,473 | $1.20M | 0.08% | −177−4.8% | Reduced |
| Frisch Financial Group, Inc. | 4,440 | $1.20M | 0.25% | +151+3.5% | Added |
| Courier Capital LLC | 4,440 | $1.20M | 0.07% | −20−0.4% | Reduced |
| Magnolia Capital Advisors LLC | 4,437 | $1.20M | 0.24% | −1,981−30.9% | Reduced |
| Ofi Invest Asset Management | 4,744 | $1.20M | 0.02% | −25,431−84.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,429 | $1.20M | 1.06% | +367+9.0% | Added |
| JNBA Financial Advisors | 4,429 | $1.20M | 0.10% | −174−3.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,406 | $1.19M | 0.03% | +88+2.0% | Added |
| Mayflower Financial Advisors, LLC | 4,402 | $1.19M | 0.14% | −374−7.8% | Reduced |
| Oslo Pensjonsforsikring AS | 4,394 | $1.19M | 0.19% | +4,394 | New |
| Mechanics Bank Trust Department | 4,391 | $1.19M | 0.16% | −738−14.4% | Reduced |
| CWA Asset Management Group, LLC | 4,389 | $1.19M | 0.04% | +331+8.2% | Added |
| HM Payson & Co | 4,386 | $1.19M | 0.02% | −203−4.4% | Reduced |
| Zuckerman Investment Group, LLC | 4,384 | $1.19M | 0.11% | +220+5.3% | Added |
| Arbor Capital Management Inc | 3,973 | $1.18M | 0.96% | +484+13.9% | Added |
| Aspen Grove Capital, LLC | 4,360 | $1.18M | 0.23% | −97−2.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,238 | $1.18M | 0.62% | −6,011−65.0% | Reduced |
| Optas, LLC | 4,353 | $1.18M | 0.18% | −70−1.6% | Reduced |
| Lewis Asset Management, LLC | 4,343 | $1.18M | 0.48% | +491+12.7% | Added |
| LJI Wealth Management, LLC | 4,331 | $1.17M | 0.19% | +1,448+50.2% | Added |
| Capital Planning Advisors, LLC | 4,326 | $1.17M | 0.17% | −251−5.5% | Reduced |
| Rhodes Investment Advisors Inc | 4,311 | $1.17M | 1.00% | −325−7.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,310 | $1.17M | 0.02% | +2,388+124.2% | Added |