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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 96,172 | $26.0M | 0.30% | −926−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 95,962 | $26.0M | 0.13% | −8,185−7.9% | Reduced |
| Raiffeisen Bank International AG | 98,800 | $25.9M | 0.37% | +9,036+10.1% | Added |
| Evelyn Partners Investment Management LLP | 95,509 | $25.8M | 0.70% | −71,430−42.8% | Reduced |
| Nordea Investment Management AB | 95,218 | $25.3M | 0.02% | +3,722+4.1% | Added |
| Ethic Inc. | 93,211 | $25.2M | 0.40% | −799−0.8% | Reduced |
| Ninety One UK Ltd | 92,699 | $25.1M | 0.06% | −360−0.4% | Reduced |
| Allstate Corp | 92,680 | $25.1M | 0.27% | +23,732+34.4% | Added |
| Yousif Capital Management, LLC | 91,042 | $24.6M | 0.29% | −1,690−1.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 91,008 | $24.6M | 0.19% | −4,156−4.4% | Reduced |
| Cercano Management LLC | 90,927 | $24.6M | 1.06% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 90,350 | $24.4M | 4.32% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 90,069 | $24.4M | 0.49% | +16,135+21.8% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 90,000 | $24.4M | 0.41% | −110,000−55.0% | Reduced |
| Nearwater Capital Markets, Ltd | 90,000 | $24.4M | 0.57% | +90,000 | New |
| TCTC Holdings, LLC | 88,289 | $23.9M | 0.68% | +510+0.6% | Added |
| Snowden Capital Advisors LLC | 88,155 | $23.9M | 0.63% | +5,043+6.1% | Added |
| Gotham Asset Management, LLC | 86,138 | $23.3M | 0.07% | +29,922+53.2% | Added |
| Academy Capital Management Inc | 84,827 | $23.0M | 3.28% | −1,190−1.4% | Reduced |
| Evercore Wealth Management, LLC | 84,660 | $22.9M | 0.36% | −23,350−21.6% | Reduced |
| Tocqueville Asset Management L.P. | 84,224 | $22.8M | 0.34% | −2,354−2.7% | Reduced |
| Liberty One Investment Management, LLC | 83,869 | $22.7M | 2.34% | +13,423+19.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 83,853 | $22.6M | 0.16% | −10,798−11.4% | Reduced |
| GWM Advisors LLC | 83,019 | $22.5M | 0.08% | −28,917−25.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 82,527 | $22.3M | 0.25% | +9,013+12.3% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 82,412 | $22.3M | 0.34% | +23,280+39.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 81,700 | $22.1M | 0.56% | +5,292+6.9% | Added |
| Trajan Wealth LLC | 81,091 | $21.9M | 0.93% | −2,194−2.6% | Reduced |
| Heritage Investors Management Corp | 80,404 | $21.8M | 0.66% | +1,835+2.3% | Added |
| Perpetual Ltd | 80,162 | $21.7M | 0.33% | +11,554+16.8% | Added |
| Investment Management Corp of Ontario | 79,984 | $21.6M | 0.28% | −8,460−9.6% | Reduced |
| Palisade Asset Management, LLC | 79,645 | $21.6M | 2.16% | −408−0.5% | Reduced |
| Los Angeles Capital Management LLC | 79,262 | $21.4M | 0.08% | +27,582+53.4% | Added |
| Boone Capital Management LLC | 79,226 | $21.4M | 6.57% | +17,464+28.3% | Added |
| D.A. Davidson & Co. | 79,069 | $21.4M | 0.13% | −2,683−3.3% | Reduced |
| KTF Investments, LLC | 77,386 | $20.9M | 3.58% | −1,560−2.0% | Reduced |
| Douglas Lane & Associates, LLC | 77,198 | $20.9M | 0.30% | +8,573+12.5% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 76,983 | $20.8M | 0.39% | +37,223+93.6% | Added |
| Marco Investment Management LLC | 76,378 | $20.7M | 1.56% | +355+0.5% | Added |
| Mizuho Markets Americas LLC | 75,000 | $20.3M | 0.56% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 74,628 | $20.2M | 0.12% | −2,382−3.1% | Reduced |
| Blair William & Co | 74,523 | $20.2M | 0.06% | −28,339−27.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 74,299 | $20.1M | 0.80% | +3,377+4.8% | Added |
| Pacer Advisors, Inc. | 74,000 | $20.0M | 0.06% | −14,546−16.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 72,571 | $19.6M | 0.32% | +15,853+28.0% | Added |
| Causeway Capital Management LLC | 71,864 | $19.4M | 0.24% | +71,864 | New |
| Oppenheimer Asset Management Inc. | 71,421 | $19.3M | 0.22% | +15,895+28.6% | Added |
| Arnhold LLC | 71,410 | $19.3M | 1.42% | +8,100+12.8% | Added |
| Leonteq Securities AG | 71,025 | $19.2M | 1.17% | +23,081+48.1% | Added |
| Rafferty Asset Management, LLC | 70,695 | $19.1M | 0.08% | −26,830−27.5% | Reduced |
| Gulf International Bank (UK) Ltd | 69,959 | $18.9M | 0.42% | +23,772+51.5% | Added |
| Brinker Capital Investments, LLC | 67,682 | $18.3M | 0.16% | −24,258−26.4% | Reduced |
| Bridges Investment Management Inc | 67,251 | $18.2M | 0.25% | −886−1.3% | Reduced |
| BloombergSen Inc. | 67,235 | $18.2M | 2.04% | −2,314−3.3% | Reduced |
| Allianz SE | 66,747 | $18.1M | 0.20% | −11,498−14.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 66,705 | $18.0M | 0.48% | −4,600−6.5% | Reduced |
| Benjamin Edwards Inc | 66,511 | $18.0M | 0.18% | +8,669+15.0% | Added |
| Private Advisor Group, LLC | 66,280 | $17.9M | 0.08% | −1,955−2.9% | Reduced |
| Distillate Capital Partners LLC | 66,080 | $17.9M | 0.94% | +66,080 | New |
| Vinva Investment Management Ltd | 68,107 | $17.8M | 0.22% | −542−0.8% | Reduced |
| UniSuper Management Pty Ltd | 65,884 | $17.8M | 0.12% | +1,526+2.4% | Added |
| Ironvine Capital Partners, LLC | 65,781 | $17.8M | 1.96% | +723+1.1% | Added |
| Community Trust & Investment Co | 65,369 | $17.7M | 0.96% | +3,275+5.3% | Added |
| Woodbridge Co Ltd | 65,300 | $17.7M | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 65,264 | $17.7M | 0.21% | −1,119−1.7% | Reduced |
| Cumberland Partners Ltd | 65,237 | $17.7M | 1.34% | −190.0% | Reduced |
| Avanza Fonder AB | 65,152 | $17.6M | 0.49% | −350−0.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 64,993 | $17.6M | 0.24% | +8,202+14.4% | Added |
| Auxier Asset Management | 63,937 | $17.3M | 2.48% | −91−0.1% | Reduced |
| Centiva Capital, LP | 63,095 | $17.1M | 0.80% | +59,184+1,513.3% | Added |
| DSG Capital Advisors, LLC | 62,895 | $17.0M | 2.72% | −330−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 62,570 | $16.9M | 0.47% | +983+1.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 62,333 | $16.9M | 0.26% | +62,333 | New |
| Mediolanum International Funds Ltd | 63,933 | $16.7M | 0.18% | −3,755−5.5% | Reduced |
| Wesleyan Assurance Society | 61,795 | $16.7M | 0.99% | +400+0.7% | Added |
| Guggenheim Capital LLC | 61,514 | $16.6M | 0.13% | −16,197−20.8% | Reduced |
| MAI Capital Management | 61,301 | $16.6M | 0.09% | −133,528−68.5% | Reduced |
| Advisors Asset Management, Inc. | 61,167 | $16.6M | 0.28% | +12,890+26.7% | Added |
| Atria Investments LLC | 60,953 | $16.5M | 0.18% | +2,538+4.3% | Added |
| Stock Yards Bank & Trust Co | 60,191 | $16.3M | 0.51% | −2,150−3.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 60,022 | $16.2M | 0.57% | +55,695+1,287.2% | Added |
| Illinois Municipal Retirement Fund | 59,715 | $16.2M | 0.21% | +2,911+5.1% | Added |
| Abn Amro Investment Solutions | 59,677 | $16.1M | 0.21% | +6,297+11.8% | Added |
| Mill Capital Management, LLC | 59,471 | $16.1M | 1.22% | −804−1.3% | Reduced |
| Callan Family Office, LLC | 59,379 | $16.1M | 0.36% | −1,644−2.7% | Reduced |
| CapWealth Advisors, LLC | 59,002 | $16.0M | 1.19% | +12,431+26.7% | Added |
| Coronation Fund Managers Ltd. | 58,224 | $15.8M | 0.72% | −26,961−31.6% | Reduced |
| GFS Advisors, LLC | 58,096 | $15.7M | 1.11% | +6,680+13.0% | Added |
| PFM Health Sciences, LP | 58,038 | $15.7M | 1.65% | +7,499+14.8% | Added |
| Aptus Capital Advisors, LLC | 57,798 | $15.6M | 0.13% | −12,407−17.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,761 | $15.6M | 0.15% | −5,011−8.0% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $15.5M | 0.55% | 00.0% | Unchanged |
| Groupama Asset Managment | 57,020 | $15.4M | 0.23% | −2,368−4.0% | Reduced |
| Sterling Capital Management LLC | 56,634 | $15.3M | 0.29% | −4,008−6.6% | Reduced |
| Osmosis Investment Management UK Ltd | 55,712 | $15.1M | 0.40% | −42,094−43.0% | Reduced |
| Peapack Gladstone Financial Corp | 55,552 | $15.0M | 0.19% | +2,194+4.1% | Added |
| RBF Capital, LLC | 55,000 | $14.9M | 0.73% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 54,854 | $14.8M | 0.99% | −31,179−36.2% | Reduced |
| Mizuho Securities USA LLC | 54,762 | $14.8M | 0.35% | −11,195−17.0% | Reduced |
| Novare Capital Management LLC | 54,682 | $14.8M | 1.17% | −2,156−3.8% | Reduced |