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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 25,966 | $7.03M | 0.54% | +15,613+150.8% | Added |
| Group One Trading, L.P. | 25,960 | $7.02M | 0.23% | −37,651−59.2% | Reduced |
| Ibex Wealth Advisors | 25,889 | $7.01M | 0.65% | +2,559+11.0% | Added |
| RNC Capital Management LLC | 25,884 | $7.00M | 0.31% | +6,879+36.2% | Added |
| Titan Wealth (CI) Ltd | 25,813 | $6.98M | 3.02% | +3,713+16.8% | Added |
| WSFS Capital Management, LLC | 25,781 | $6.98M | 0.34% | −2,008−7.2% | Reduced |
| Merit Financial Group, LLC | 25,764 | $6.97M | 0.05% | −7,443−22.4% | Reduced |
| Azimuth Capital Investment Management LLC | 25,743 | $6.97M | 0.26% | −227−0.9% | Reduced |
| Emerald Investment Advisers, LLC | 25,651 | $6.94M | 0.62% | +25,651 | New |
| QV Investors Inc. | 25,554 | $6.92M | 0.56% | −22,820−47.2% | Reduced |
| Principal Securities, Inc. | 25,449 | $6.89M | 0.10% | −790−3.0% | Reduced |
| Marietta Wealth Management, LLC | 25,327 | $6.85M | 0.81% | +2,488+10.9% | Added |
| We Are One Seven, LLC | 25,199 | $6.82M | 0.14% | −7,295−22.5% | Reduced |
| Cinctive Capital Management LP | 25,194 | $6.82M | 0.45% | +12,835+103.9% | Added |
| Pioneer Trust Bank N A | 25,153 | $6.81M | 1.65% | +235+0.9% | Added |
| MUFG Securities Americas Inc. | 25,060 | $6.78M | 0.44% | +656+2.7% | Added |
| Kamunting Street Capital Management, L.P. | 25,000 | $6.76M | 3.70% | +15,000+150.0% | Added |
| Fulcrum Capital LLC | 24,994 | $6.76M | 1.47% | −433−1.7% | Reduced |
| Chesley Taft & Associates LLC | 24,947 | $6.75M | 0.28% | −3,799−13.2% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $6.70M | 0.58% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 24,760 | $6.70M | 0.11% | +2,737+12.4% | Added |
| San Luis Wealth Advisors LLC | 24,745 | $6.70M | 1.11% | +4,813+24.1% | Added |
| Lake Street Financial LLC | 24,690 | $6.68M | 0.85% | +10,522+74.3% | Added |
| Wiregrass Investment Management LLC | 24,563 | $6.65M | 5.51% | −80.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,551 | $6.64M | 0.09% | −2,378−8.8% | Reduced |
| Inspire Trust Co, N.A. | 24,540 | $6.64M | 1.03% | +3,832+18.5% | Added |
| Securian Asset Management, Inc | 24,531 | $6.64M | 0.26% | −100−0.4% | Reduced |
| Westerkirk Capital Inc. | 24,487 | $6.63M | 0.71% | −347−1.4% | Reduced |
| Carnegie Lake Advisors LLC | 24,446 | $6.61M | 2.63% | −20−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 24,425 | $6.61M | 0.21% | +319+1.3% | Added |
| German American Bancorp, Inc. | 24,354 | $6.59M | 0.57% | +1,425+6.2% | Added |
| GF Fund Management Co. Ltd. | 24,328 | $6.58M | 0.11% | −5,286−17.8% | Reduced |
| Parallel Advisors, LLC | 24,325 | $6.58M | 0.12% | −2,097−7.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 24,308 | $6.58M | 0.31% | −803−3.2% | Reduced |
| Trexquant Investment LP | 24,292 | $6.57M | 0.05% | +24,292 | New |
| Banque de Luxembourg S.A. | 24,210 | $6.55M | 3.39% | −509−2.1% | Reduced |
| J. Safra Sarasin Holding AG | 24,151 | $6.54M | 0.11% | −10,796−30.9% | Reduced |
| Concord Investment Counsel Inc. | 24,077 | $6.51M | 2.19% | −200−0.8% | Reduced |
| Americana Partners, LLC | 24,070 | $6.51M | 0.17% | +6,676+38.4% | Added |
| Tema ETFs LLC | 23,986 | $6.49M | 0.44% | −91−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,948 | $6.48M | 0.44% | 00.0% | Unchanged |
| GAM Holding AG | 23,842 | $6.45M | 0.57% | −1,403−5.6% | Reduced |
| Hamilton Capital Partners Inc. | 23,552 | $6.37M | 0.21% | +7,585+47.5% | Added |
| Siemens Fonds Invest GmbH | 23,402 | $6.33M | 0.36% | −90−0.4% | Reduced |
| WP Advisors, LLC | 23,345 | $6.32M | 1.63% | −888−3.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 23,287 | $6.30M | 0.37% | +7,240+45.1% | Added |
| Kentucky Retirement Systems | 83,119 | $6.26M | 0.47% | +25,986+45.5% | Added |
| Consolidated Investment Group LLC | 23,130 | $6.26M | 0.68% | +6,380+38.1% | Added |
| North Point Portfolio Managers Corp | 23,078 | $6.24M | 1.11% | −844−3.5% | Reduced |
| Olstein Capital Management, L.P. | 23,000 | $6.22M | 1.36% | +8,000+53.3% | Added |
| Ashton Thomas Private Wealth, LLC | 22,996 | $6.22M | 0.15% | −1,411−5.8% | Reduced |
| Venator Management LLC | 22,890 | $6.19M | 1.49% | −1,670−6.8% | Reduced |
| EP Wealth Advisors, LLC | 22,659 | $6.13M | 0.03% | −14,060−38.3% | Reduced |
| Blue Sparrow, LLC | 22,600 | $6.12M | 0.10% | −5,400−19.3% | Reduced |
| Red Door Wealth Management, LLC | 22,560 | $6.10M | 0.63% | +1,180+5.5% | Added |
| Lincluden Management Ltd | 22,555 | $6.10M | 0.65% | +9,456+72.2% | Added |
| First American Bank | 22,480 | $6.08M | 0.38% | −351−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 22,350 | $6.05M | 0.05% | +1,030+4.8% | Added |
| Brighton Jones LLC | 22,325 | $6.04M | 0.13% | +22,325 | New |
| Garrison Bradford & Associates Inc | 22,202 | $6.01M | 6.80% | −1,550−6.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,087 | $5.98M | 0.03% | −69,034−75.8% | Reduced |
| Farther Finance Advisors, LLC | 21,764 | $5.96M | 0.06% | +682+3.2% | Added |
| Greenwood Capital Associates LLC | 22,013 | $5.96M | 0.66% | +7,218+48.8% | Added |
| CAPROCK Group, Inc. | 21,950 | $5.94M | 0.14% | −4,491−17.0% | Reduced |
| WealthPlan Investment Management, LLC | 21,798 | $5.90M | 0.33% | +7,591+53.4% | Added |
| Ancora Advisors, LLC | 21,764 | $5.89M | 0.13% | +1,102+5.3% | Added |
| Bretton Capital Management, LLC | 21,700 | $5.87M | 5.37% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21,696 | $5.87M | 0.27% | +3,060+16.4% | Added |
| Kempen Capital Management N.V. | 21,635 | $5.85M | 0.05% | −1,432−6.2% | Reduced |
| Pinnacle Associates Ltd | 21,584 | $5.84M | 0.08% | −12,214−36.1% | Reduced |
| Victrix Investment Advisors | 21,568 | $5.84M | 2.12% | +3,423+18.9% | Added |
| Checchi Capital Advisers, LLC | 21,329 | $5.77M | 0.40% | +651+3.1% | Added |
| Engineers Gate Manager LP | 21,328 | $5.77M | 0.07% | −12,744−37.4% | Reduced |
| McGinn Investment Management, Inc. | 21,291 | $5.76M | 3.77% | −1,185−5.3% | Reduced |
| International Assets Investment Management, LLC | 429,507 | $5.75M | 0.40% | +203,498+90.0% | Added |
| Independent Advisor Alliance | 21,252 | $5.75M | 0.06% | −10,997−34.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 21,232 | $5.75M | 0.11% | −12,094−36.3% | Reduced |
| Sather Financial Group Inc | 21,092 | $5.71M | 0.35% | −33−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,962 | $5.67M | 0.44% | −392−1.8% | Reduced |
| Toth Financial Advisory Corp | 20,932 | $5.66M | 0.62% | −3,587−14.6% | Reduced |
| Unison Asset Management LLC | 20,863 | $5.65M | 2.58% | +410+2.0% | Added |
| P.A.W. Capital Corp | 20,825 | $5.60M | 4.48% | +20,825 | New |
| Bradley Foster & Sargent Inc | 20,599 | $5.57M | 0.09% | −10,754−34.3% | Reduced |
| Burney Co | 20,555 | $5.56M | 0.17% | −3,655−15.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 20,474 | $5.54M | 0.28% | −276−1.3% | Reduced |
| Baillie Gifford & Co | 20,444 | $5.53M | 0.01% | −19,093−48.3% | Reduced |
| Sig Brokerage, LP | 20,352 | $5.51M | 1.56% | +18,758+1,176.8% | Added |
| J.W. Cole Advisors, Inc. | 20,318 | $5.50M | 0.19% | −60.0% | Reduced |
| Evergreen Capital Management LLC | 20,095 | $5.44M | 0.12% | +1,942+10.7% | Added |
| KMG Fiduciary Partners, LLC | 20,087 | $5.44M | 0.40% | −76−0.4% | Reduced |
| Greenwich Wealth Management LLC | 20,059 | $5.43M | 0.22% | +50+0.2% | Added |
| Ausdal Financial Partners, Inc. | 20,002 | $5.41M | 0.24% | +1,122+5.9% | Added |
| Longaeva Partners L.P. | 20,000 | $5.41M | 0.26% | −10,967−35.4% | Reduced |
| Landscape Capital Management, L.L.C. | 19,995 | $5.41M | 0.34% | +17,047+578.3% | Added |
| William B. Walkup & Associates, Inc. | 10,262 | $5.37M | 3.21% | −59−0.6% | Reduced |
| Saranac Partners Ltd | 19,966 | $5.36M | 2.32% | +2,145+12.0% | Added |
| Regions Financial Corp | 19,769 | $5.35M | 0.03% | −4,347−18.0% | Reduced |
| DJE Kapital AG | 20,200 | $5.35M | 0.12% | +598+3.1% | Added |
| Signaturefd, LLC | 19,760 | $5.35M | 0.08% | −1,830−8.5% | Reduced |
| Lee Danner & Bass Inc | 19,687 | $5.33M | 0.33% | −25−0.1% | Reduced |