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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 54,597 | $14.8M | 2.31% | +12,547+29.8% | Added |
| Level Four Advisory Services, LLC | 54,586 | $14.8M | 0.48% | +14,483+36.1% | Added |
| Sequoia Financial Advisors, LLC | 54,101 | $14.6M | 0.08% | −3,600−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 53,846 | $14.6M | 0.52% | −13,035−19.5% | Reduced |
| Achmea Investment Management B.V. | 53,765 | $14.5M | 0.38% | −30,409−36.1% | Reduced |
| Bailard, Inc. | 53,397 | $14.4M | 0.33% | −6,827−11.3% | Reduced |
| Spear Holdings RSC Ltd | 53,006 | $14.3M | 1.53% | +53,006 | New |
| PBCay One RSC Ltd | 53,005 | $14.3M | 1.53% | +53,005 | New |
| Rock Springs Capital Management LP | 53,000 | $14.3M | 0.85% | +12,200+29.9% | Added |
| Diversified Trust Co | 52,833 | $14.3M | 0.27% | +5,333+11.2% | Added |
| First Long Island Investors, LLC | 52,640 | $14.2M | 1.16% | −571−1.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 52,236 | $14.1M | 2.03% | +2,258+4.5% | Added |
| Hartford Investment Management Co | 51,612 | $14.0M | 0.44% | −719−1.4% | Reduced |
| BLI - Banque de Luxembourg Investments | 42,683 | $13.9M | 0.42% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 50,483 | $13.7M | 2.12% | +66+0.1% | Added |
| Intesa Sanpaolo S.p.A. | 50,216 | $13.6M | 0.85% | +4,093+8.9% | Added |
| Huntington National Bank | 49,929 | $13.5M | 0.07% | −3,454−6.5% | Reduced |
| Univest Financial Corp | 49,671 | $13.4M | 0.75% | +15,837+46.8% | Added |
| Caption Management, LLC | 49,350 | $13.4M | 0.64% | +15,470+45.7% | Added |
| HB Wealth Management, LLC | 49,228 | $13.3M | 0.09% | +1,705+3.6% | Added |
| Equitable Holdings, Inc. | 41,722 | $13.3M | 0.09% | +11,715+39.0% | Added |
| Fisher Funds Management LTD | 48,730 | $13.2M | 0.39% | 00.0% | Unchanged |
| Old National Bancorp | 48,387 | $13.1M | 0.22% | +1,121+2.4% | Added |
| D'Orazio & Associates, Inc. | 48,315 | $13.1M | 1.69% | −417−0.9% | Reduced |
| FORA Capital, LLC | 48,314 | $13.1M | 0.96% | +48,314 | New |
| Fiduciary Trust Co | 48,224 | $13.0M | 0.15% | −8,141−14.4% | Reduced |
| 71 West Capital Partners | 48,061 | $13.0M | 0.57% | +1,906+4.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 48,003 | $13.0M | 0.49% | +2,615+5.8% | Added |
| Associated Banc-Corp | 47,816 | $12.9M | 0.34% | −2,860−5.6% | Reduced |
| Buck Wealth Strategies, LLC | 47,578 | $12.9M | 1.59% | +12,177+34.4% | Added |
| Phoenix Holdings Ltd. | 47,208 | $12.8M | 0.12% | +249+0.5% | Added |
| TB Alternative Assets Ltd. | 47,184 | $12.8M | 2.65% | +47,184 | New |
| First Financial Bankshares Inc | 46,833 | $12.7M | 0.26% | +6,285+15.5% | Added |
| Louisiana State Employees Retirement System | 46,200 | $12.5M | 0.22% | −100−0.2% | Reduced |
| Prospera Financial Services Inc | 46,057 | $12.5M | 0.20% | −1,719−3.6% | Reduced |
| Maryland State Retirement & Pension System | 45,686 | $12.4M | 0.25% | +160+0.4% | Added |
| Rhenman & Partners Asset Management AB | 45,500 | $12.3M | 1.52% | −9,400−17.1% | Reduced |
| Canoe Financial LP | 45,439 | $12.3M | 0.17% | −1,778−3.8% | Reduced |
| Patten & Patten Inc | 44,990 | $12.2M | 0.73% | −3,031−6.3% | Reduced |
| IFP Advisors, Inc | 44,795 | $12.1M | 0.25% | +19,343+76.0% | Added |
| Strong Tower Advisory Services | 44,613 | $12.1M | 2.27% | +14,507+48.2% | Added |
| Steel Peak Wealth Management LLC | 44,238 | $12.0M | 0.38% | +1,511+3.5% | Added |
| S&CO Inc | 44,072 | $11.9M | 0.74% | +3,385+8.3% | Added |
| Private Advisory Group LLC | 44,059 | $11.9M | 0.83% | +42,604+2,928.1% | Added |
| Intact Investment Management Inc. | 43,900 | $11.9M | 0.34% | +300+0.7% | Added |
| DDD Partners, LLC | 43,877 | $11.9M | 0.82% | +14,326+48.5% | Added |
| OpenArc Corporate Advisory, LLC | 43,799 | $11.9M | 0.17% | +10,678+32.2% | Added |
| Haverford Trust Co | 43,609 | $11.8M | 0.11% | −2,804−6.0% | Reduced |
| Capital International Sarl | 43,403 | $11.7M | 0.19% | +9,170+26.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 42,857 | $11.6M | 0.56% | +6,210+16.9% | Added |
| Eagle Global Advisors LLC | 42,730 | $11.6M | 0.42% | −1,174−2.7% | Reduced |
| Trust Co of Virginia | 42,685 | $11.6M | 0.97% | +556+1.3% | Added |
| Advisory Services Network, LLC | 42,661 | $11.5M | 0.15% | −16,069−27.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 42,660 | $11.5M | 0.75% | −2,381−5.3% | Reduced |
| New Mexico Educational Retirement Board | 42,420 | $11.5M | 0.35% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 42,295 | $11.4M | 1.48% | +6,950+19.7% | Added |
| Edmond de Rothschild Holding S.A. | 42,130 | $11.4M | 0.16% | 00.0% | Unchanged |
| Verition Fund Management LLC | 41,637 | $11.3M | 0.11% | +32,834+373.0% | Added |
| Appleton Partners Inc | 41,610 | $11.3M | 0.79% | −1,247−2.9% | Reduced |
| Madison Asset Management, LLC | 41,546 | $11.2M | 0.14% | +5,923+16.6% | Added |
| UNICOM Systems, Inc. | 41,434 | $11.2M | 1.15% | 00.0% | Unchanged |
| Man Group plc | 41,319 | $11.2M | 0.02% | +5,636+15.8% | Added |
| Midwest Trust Co | 41,014 | $11.1M | 0.14% | −3,708−8.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 41,000 | $11.1M | 0.39% | −9,800−19.3% | Reduced |
| Resources Investment Advisors, LLC. | 40,951 | $11.1M | 0.11% | +4,325+11.8% | Added |
| First National Trust Co | 40,940 | $11.1M | 0.38% | +7,864+23.8% | Added |
| Pinebridge Investments LLC | 40,879 | $11.1M | 0.09% | −24,857−37.8% | Reduced |
| Investment House LLC | 40,873 | $11.1M | 0.58% | −39,293−49.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 40,820 | $11.0M | 0.03% | −326,379−88.9% | Reduced |
| First Eagle Investment Management, LLC | 40,804 | $11.0M | 0.02% | +1,736+4.4% | Added |
| CBOE Vest Financial, LLC | 40,649 | $11.0M | 0.13% | +12,161+42.7% | Added |
| Northwest & Ethical Investments L.P. | 40,556 | $11.0M | 0.25% | −8,070−16.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 40,474 | $11.0M | 0.60% | −1,162−2.8% | Reduced |
| Maven Securities LTD | 40,350 | $10.9M | 0.63% | +20,746+105.8% | Added |
| Stephens Inc | 39,963 | $10.9M | 0.14% | −1,455−3.5% | Reduced |
| Bayban | 40,082 | $10.8M | 9.43% | −557−1.4% | Reduced |
| Marks Group Wealth Management, Inc | 39,870 | $10.8M | 1.04% | −8,094−16.9% | Reduced |
| Diversify Wealth Management, LLC | 28,696 | $10.6M | 0.19% | +16,360+132.6% | Added |
| Mattern Capital Management, LLC | 38,785 | $10.5M | 1.26% | +12,654+48.4% | Added |
| JPL Wealth Management, LLC | 38,782 | $10.5M | 2.41% | −6,308−14.0% | Reduced |
| XTX Topco Ltd | 38,519 | $10.4M | 0.18% | +34,186+789.0% | Added |
| Callahan Advisors, LLC | 38,432 | $10.4M | 0.87% | −9,038−19.0% | Reduced |
| Metis Global Partners, LLC | 38,164 | $10.3M | 0.25% | −1,226−3.1% | Reduced |
| NWF Advisory Services Inc. | 38,042 | $10.3M | 1.16% | +12,424+48.5% | Added |
| Rathbone Brothers plc | 37,906 | $10.3M | 0.04% | −4,731−11.1% | Reduced |
| Generate Investment Management Ltd | 37,627 | $10.2M | 0.50% | −30,481−44.8% | Reduced |
| Winton Group Ltd | 37,155 | $10.1M | 0.35% | +35,211+1,811.3% | Added |
| Horizon Investments, LLC | 36,956 | $10.0M | 0.11% | −359−1.0% | Reduced |
| Premier Fund Managers Ltd | 38,136 | $9.99M | 0.71% | −9,132−19.3% | Reduced |
| NewEdge Wealth, LLC | 36,796 | $9.96M | 0.12% | +1,530+4.3% | Added |
| Kelly Lawrence W & Associates Inc | 36,549 | $9.89M | 2.75% | −1,990−5.2% | Reduced |
| Stonebridge Capital Advisors LLC | 36,455 | $9.86M | 0.69% | +7,160+24.4% | Added |
| Sector Gamma AS | 36,435 | $9.86M | 2.33% | +36,435 | New |
| AG2R la Mondiale Gestion D'Actifs | 36,432 | $9.86M | 0.45% | +380+1.1% | Added |
| Wesbanco Bank Inc | 36,164 | $9.79M | 0.27% | −26,451−42.2% | Reduced |
| Equitable Trust Co | 36,154 | $9.78M | 0.45% | −60−0.2% | Reduced |
| Whittier Trust Co | 34,615 | $9.74M | 0.11% | −3,864−10.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 35,846 | $9.64M | 0.28% | −47,477−57.0% | Reduced |
| Oberndorf William E | 35,553 | $9.62M | 18.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 35,341 | $9.56M | 0.12% | +13,921+65.0% | Added |