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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 35,169 | $9.52M | 0.70% | +5,854+20.0% | Added |
| Senator Investment Group LP | 35,000 | $9.47M | 0.43% | −40,000−53.3% | Reduced |
| Opal Capital LLC | 34,927 | $9.45M | 1.67% | +23,152+196.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,626 | $9.37M | 0.27% | −4,090−10.6% | Reduced |
| United Capital Financial Advisers, LLC | 34,620 | $9.37M | 0.06% | −2,269−6.2% | Reduced |
| Focus Financial Network, Inc. | 34,514 | $9.34M | 0.33% | −3,238−8.6% | Reduced |
| RSM US Wealth Management LLC | 34,285 | $9.28M | 0.11% | −1,435−4.0% | Reduced |
| Silicon Valley Capital Partners | 34,271 | $9.27M | 0.91% | +32,262+1,605.9% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,249 | $9.27M | 0.92% | −1,458−4.1% | Reduced |
| Shelton Capital Management | 34,180 | $9.25M | 0.20% | +108+0.3% | Added |
| Bokf, NA | 34,133 | $9.24M | 0.14% | −2,299−6.3% | Reduced |
| Argent Trust Co | 34,067 | $9.22M | 0.31% | −519−1.5% | Reduced |
| Hyperion Capital Advisors LP | 34,049 | $9.21M | 4.44% | −2,284−6.3% | Reduced |
| Everest Financial Group LLC | 33,965 | $9.19M | 1.51% | +5,078+17.6% | Added |
| Kinsale Capital Group, Inc. | 33,953 | $9.19M | 1.47% | +2,159+6.8% | Added |
| Dividend Assets Capital, LLC | 33,883 | $9.17M | 1.83% | +1,158+3.5% | Added |
| Rakuten Securities, Inc. | 33,626 | $9.10M | 3.78% | +24,028+250.3% | Added |
| Saudi Central Bank | 33,436 | $9.05M | 0.19% | +33,436 | New |
| Asio Capital, LLC | 33,349 | $9.02M | 1.27% | +6,772+25.5% | Added |
| Bragg Financial Advisors, Inc | 33,145 | $8.97M | 0.28% | +2,017+6.5% | Added |
| One Fin Capital Management LP | 33,000 | $8.93M | 3.44% | +33,000 | New |
| Sanibel Captiva Trust Company, Inc. | 32,937 | $8.91M | 0.25% | −10,101−23.5% | Reduced |
| Kingsview Wealth Management, LLC | 32,727 | $8.86M | 0.12% | −2,418−6.9% | Reduced |
| Central Trust Co | 32,700 | $8.85M | 0.17% | −837−2.5% | Reduced |
| Empirical Finance, LLC | 32,489 | $8.79M | 0.41% | −44−0.1% | Reduced |
| Capital Group Private Client Services, Inc. | 32,164 | $8.70M | 0.15% | −15,801−32.9% | Reduced |
| Oppenheimer & Co Inc | 32,073 | $8.68M | 0.11% | −12,492−28.0% | Reduced |
| 683 Capital Management, LLC | 32,000 | $8.66M | 0.80% | −13,000−28.9% | Reduced |
| Vestcor Inc | 31,955 | $8.65M | 0.24% | −9,095−22.2% | Reduced |
| Kestra Private Wealth Services, LLC | 31,903 | $8.63M | 0.11% | +4,044+14.5% | Added |
| Vestmark Advisory Solutions, Inc. | 31,772 | $8.60M | 0.10% | +8,451+36.2% | Added |
| Laird Norton Trust Company, LLC | 31,641 | $8.56M | 0.19% | −4,264−11.9% | Reduced |
| Warren Averett Asset Management, LLC | 31,582 | $8.55M | 0.06% | +2,370+8.1% | Added |
| Live Oak Private Wealth LLC | 31,416 | $8.50M | 1.19% | +20+0.1% | Added |
| Pensionmark Financial Group, LLC | 31,408 | $8.50M | 0.14% | −14,648−31.8% | Reduced |
| Stratos Wealth Partners, LTD. | 31,086 | $8.41M | 0.10% | −1,936−5.9% | Reduced |
| Violich Capital Management, Inc. | 31,004 | $8.39M | 0.98% | +692+2.3% | Added |
| Icon Wealth Advisors, LLC | 22,576 | $8.37M | 0.54% | +5,620+33.1% | Added |
| WoodTrust Financial Corp | 30,829 | $8.34M | 1.08% | +5,969+24.0% | Added |
| E. Ohman J:or Asset Management AB | 30,779 | $8.33M | 0.22% | −1,300−4.1% | Reduced |
| Petredis Investment Advisors LLC | 30,498 | $8.25M | 0.68% | −262−0.9% | Reduced |
| Alerus Financial NA | 30,448 | $8.24M | 0.41% | −1,180−3.7% | Reduced |
| Bleakley Financial Group, LLC | 30,406 | $8.23M | 0.13% | −11,287−27.1% | Reduced |
| AlTi Global, Inc. | 29,008 | $8.22M | 0.18% | +14,916+105.8% | Added |
| Soltis Investment Advisors LLC | 30,232 | $8.18M | 0.53% | +2,088+7.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,121 | $8.15M | 0.73% | −143−0.5% | Reduced |
| Ally Financial Inc. | 30,000 | $8.12M | 1.01% | 00.0% | Unchanged |
| Michelson Medical Research Foundation, Inc. | 30,000 | $8.12M | 8.24% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 29,906 | $8.09M | 1.15% | +25,210+536.8% | Added |
| Centric Wealth Management | 21,753 | $8.06M | 1.61% | −1,489−6.4% | Reduced |
| La Banque Postale Asset Management SA | 29,765 | $8.05M | 0.11% | +3,099+11.6% | Added |
| Gryphon Financial Partners LLC | 29,735 | $8.05M | 0.84% | −332−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 29,598 | $8.01M | 0.06% | +13,452+83.3% | Added |
| ExodusPoint Capital Management, LP | 29,550 | $8.00M | 0.08% | +16,073+119.3% | Added |
| Apollon Wealth Management, LLC | 29,515 | $7.99M | 0.13% | −3,710−11.2% | Reduced |
| Hennessy Advisors Inc | 29,500 | $7.98M | 0.29% | +22,700+333.8% | Added |
| Foyston, Gordon, & Payne Inc | 29,467 | $7.97M | 1.84% | −7,927−21.2% | Reduced |
| Park Avenue Securities LLC | 29,418 | $7.96M | 0.06% | +3,494+13.5% | Added |
| Anchor Investment Management, LLC | 29,411 | $7.96M | 0.66% | +1,462+5.2% | Added |
| Summit Trail Advisors, LLC | 29,273 | $7.92M | 0.11% | +6,874+30.7% | Added |
| CX Institutional | 29,194 | $7.90M | 0.24% | +22,649+346.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 29,055 | $7.86M | 0.39% | −574−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 28,985 | $7.84M | 0.12% | +42+0.1% | Added |
| Van Den Berg Management I, Inc | 28,888 | $7.82M | 1.79% | +2,765+10.6% | Added |
| Vise Technologies, Inc. | 23,662 | $7.81M | 0.15% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 28,860 | $7.81M | 0.03% | +28,860 | New |
| Davy Global Fund Management Ltd | 28,839 | $7.80M | 0.59% | +2,250+8.5% | Added |
| Heritage Trust Co | 28,702 | $7.77M | 0.78% | +439+1.6% | Added |
| Colonial Trust Advisors | 28,568 | $7.73M | 0.60% | −1,764−5.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 27,950 | $7.56M | 1.54% | +1,182+4.4% | Added |
| Harbour Investments, Inc. | 27,947 | $7.56M | 0.12% | +5,735+25.8% | Added |
| McRae Capital Management Inc | 27,815 | $7.53M | 1.56% | +1,714+6.6% | Added |
| Jessup Wealth Management, Inc | 27,794 | $7.52M | 2.75% | +994+3.7% | Added |
| Quadrant Capital Group LLC | 27,794 | $7.52M | 0.22% | +713+2.6% | Added |
| Wedbush Securities Inc | 27,790 | $7.52M | 0.22% | −339−1.2% | Reduced |
| Johnson Investment Counsel Inc | 27,669 | $7.49M | 0.06% | −4,497−14.0% | Reduced |
| Spartan Wealth Advisory Services LLC | 27,514 | $7.44M | 0.65% | +27,514 | New |
| Redwood Capital Management, LLC | 27,500 | $7.44M | 1.10% | 00.0% | Unchanged |
| Spinnaker Trust | 27,482 | $7.44M | 0.41% | +584+2.2% | Added |
| North Star Asset Management Inc | 27,333 | $7.40M | 0.32% | +1,083+4.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 27,323 | $7.39M | 1.55% | +16,139+144.3% | Added |
| Tower Research Capital LLC (TRC) | 27,308 | $7.39M | 0.19% | −19,278−41.4% | Reduced |
| Parus Finance (UK) Ltd | 27,049 | $7.32M | 2.19% | −1,061−3.8% | Reduced |
| Quantbot Technologies LP | 27,021 | $7.31M | 0.30% | +20,840+337.2% | Added |
| Concurrent Investment Advisors, LLC | 26,969 | $7.30M | 0.08% | −3,026−10.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 26,956 | $7.29M | 0.42% | −3,769−12.3% | Reduced |
| Principle Wealth Partners LLC | 26,862 | $7.27M | 0.42% | +9,186+52.0% | Added |
| Prime Capital Investment Advisors, LLC | 26,682 | $7.22M | 0.08% | −1,928−6.7% | Reduced |
| Annex Advisory Services, LLC | 26,420 | $7.15M | 0.13% | +636+2.5% | Added |
| Freestone Capital Holdings, LLC | 26,419 | $7.15M | 0.22% | +402+1.5% | Added |
| North Dakota State Investment Board | 26,368 | $7.13M | 0.31% | −4,845−15.5% | Reduced |
| Summit Financial, LLC | 26,290 | $7.11M | 0.09% | +5,320+25.4% | Added |
| Atlantic Union Bankshares Corp | 26,269 | $7.11M | 0.14% | −1,342−4.9% | Reduced |
| LGT Group Foundation | 26,178 | $7.08M | 0.09% | −2,720−9.4% | Reduced |
| Savant Capital, LLC | 26,143 | $7.07M | 0.03% | −744−2.8% | Reduced |
| Hemenway Trust Co LLC | 26,135 | $7.07M | 0.57% | −26,114−50.0% | Reduced |
| Mirador Capital Partners LP | 26,115 | $7.07M | 1.00% | +1,166+4.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 26,050 | $7.05M | 0.03% | +26,050 | New |
| Osborne Partners Capital Management, LLC | 26,007 | $7.04M | 0.37% | +1,005+4.0% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 26,000 | $7.04M | 1.71% | +26,000 | New |