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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 19,570 | $5.30M | 0.04% | +1,680+9.4% | Added |
| Banque Cantonale Vaudoise | 19,524 | $5.28M | 0.20% | −215−1.1% | Reduced |
| Sava Infond d.o.o. | 19,510 | $5.28M | 0.75% | −4,060−17.2% | Reduced |
| Catalytic Wealth RIA, LLC | 19,508 | $5.28M | 0.22% | −1,550−7.4% | Reduced |
| Hantz Financial Services, Inc. | 19,505 | $5.28M | 0.08% | +64+0.3% | Added |
| Altrius Capital Management Inc | 19,351 | $5.24M | 1.04% | +19,351 | New |
| Guardian Capital LP | 19,322 | $5.23M | 0.14% | −3,100−13.8% | Reduced |
| Change Path, LLC | 19,144 | $5.18M | 0.12% | +3,522+22.5% | Added |
| SBI Securities Co., Ltd. | 19,137 | $5.18M | 0.14% | −1,533−7.4% | Reduced |
| Brevan Howard Capital Management LP | 19,048 | $5.15M | 0.05% | +17,097+876.3% | Added |
| Whittier Trust Co of Nevada Inc | 18,226 | $5.13M | 0.11% | −168−0.9% | Reduced |
| Kennedy Capital Management, Inc. | 18,880 | $5.11M | 0.11% | −827−4.2% | Reduced |
| TrueMark Investments, LLC | 18,844 | $5.10M | 0.99% | +8,379+80.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 18,808 | $5.09M | 0.38% | +1,807+10.6% | Added |
| Stelac Advisory Services LLC | 18,768 | $5.08M | 1.03% | +158+0.8% | Added |
| Great Waters Wealth Management | 18,736 | $5.07M | 0.54% | +1,539+8.9% | Added |
| Capital Investment Advisors, LLC | 18,721 | $5.07M | 0.07% | −767−3.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 18,700 | $5.06M | 0.04% | −7,800−29.4% | Reduced |
| Davidson Kempner Capital Management LP | 18,700 | $5.06M | 0.09% | +18,700 | New |
| Liontrust Investment Partners LLP | 18,679 | $5.05M | 0.09% | −13,997−42.8% | Reduced |
| VestGen Advisors, LLC | 12,741 | $5.05M | 0.14% | +1,720+15.6% | Added |
| Westpac Banking Corp | 18,548 | $5.02M | 0.35% | −2,996−13.9% | Reduced |
| Goelzer Investment Management, Inc. | 18,545 | $5.02M | 0.24% | −6,439−25.8% | Reduced |
| Foundations Investment Advisors, LLC | 18,531 | $5.01M | 0.06% | −502−2.6% | Reduced |
| Meeder Asset Management Inc | 18,340 | $4.96M | 0.28% | −5,071−21.7% | Reduced |
| Plato Investment Management Ltd | 18,315 | $4.96M | 0.33% | −961−5.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 14,315 | $4.95M | 0.22% | +14,315 | New |
| Great Valley Advisor Group, Inc. | 18,281 | $4.95M | 0.09% | −12,085−39.8% | Reduced |
| Brooklands Fund Management Ltd | 18,218 | $4.94M | 6.51% | +13+0.1% | Added |
| Oak Thistle LLC | 18,220 | $4.93M | 0.48% | +18,220 | New |
| Citizens Financial Group Inc | 18,000 | $4.87M | 0.07% | −1,982−9.9% | Reduced |
| Spire Wealth Management | 17,779 | $4.81M | 0.16% | −17−0.1% | Reduced |
| Penserra Capital Management LLC | 17,750 | $4.80M | 0.06% | +570+3.3% | Added |
| Beverly Hills Private Wealth, LLC | 17,726 | $4.80M | 0.80% | +5,335+43.1% | Added |
| Umb Bank N A | 17,674 | $4.78M | 0.07% | −13,133−42.6% | Reduced |
| Huber Capital Management LLC | 17,500 | $4.74M | 0.73% | +5,414+44.8% | Added |
| LGT Fund Management Co Ltd. | 17,494 | $4.73M | 0.21% | +14,701+526.4% | Added |
| Capstone Investment Advisors, LLC | 17,459 | $4.72M | 0.04% | +16,842+2,729.7% | Added |
| YHB Investment Advisors, Inc. | 17,409 | $4.71M | 0.34% | −831−4.6% | Reduced |
| Hohimer Wealth Management, LLC | 17,405 | $4.71M | 0.58% | +16,394+1,621.6% | Added |
| Ledyard National Bank | 17,377 | $4.70M | 0.41% | +431+2.5% | Added |
| Groupe la Francaise | 17,354 | $4.70M | 0.07% | +2,077+13.6% | Added |
| Tradition Wealth Management, LLC | 17,336 | $4.69M | 0.33% | −657−3.7% | Reduced |
| Bryn Mawr Trust Co | 17,284 | $4.68M | 0.11% | +729+4.4% | Added |
| Mutual Advisors, LLC | 17,238 | $4.66M | 0.10% | +467+2.8% | Added |
| Cohen Klingenstein LLC | 17,200 | $4.65M | 0.15% | −89−0.5% | Reduced |
| Citizens National Bank Trust Department | 17,145 | $4.64M | 0.77% | −387−2.2% | Reduced |
| Chemistry Wealth Management LLC | 17,086 | $4.62M | 0.81% | +1,072+6.7% | Added |
| Busey Wealth Management | 16,930 | $4.58M | 0.12% | −85−0.5% | Reduced |
| Aviance Capital Partners, LLC | 16,921 | $4.58M | 0.54% | +647+4.0% | Added |
| Unifi Asset Management LP | 16,906 | $4.57M | 2.62% | +13,764+438.1% | Added |
| Brookstone Capital Management | 16,883 | $4.57M | 0.05% | −602−3.4% | Reduced |
| MMBG Investment Advisors Co. | 16,858 | $4.56M | 0.42% | −1,488−8.1% | Reduced |
| Hallmark Capital Management Inc | 16,852 | $4.56M | 0.29% | +16,852 | New |
| Advisors Capital Management, LLC | 16,816 | $4.55M | 0.05% | −3,292−16.4% | Reduced |
| Ascent Group, LLC | 16,805 | $4.55M | 0.16% | −5,052−23.1% | Reduced |
| Blue Edge Capital, LLC | 16,783 | $4.54M | 0.60% | −30−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,731 | $4.53M | 0.11% | +6,621+65.5% | Added |
| DC Investments Management, LLC | 16,692 | $4.52M | 1.73% | 00.0% | Unchanged |
| Altrafin AG | 16,689 | $4.52M | 1.56% | −16,076−49.1% | Reduced |
| First Citizens Bank & Trust Co | 16,674 | $4.51M | 0.10% | −17,668−51.4% | Reduced |
| Lynch Asset Management, Inc. | 16,650 | $4.51M | 1.51% | +1,700+11.4% | Added |
| Nicholas Company, Inc. | 16,547 | $4.48M | 0.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 16,481 | $4.46M | 0.08% | −2,706−14.1% | Reduced |
| ADAPT Investment Managers SA | 16,470 | $4.46M | 1.51% | +16,470 | New |
| Ceera Investments, LLC | 16,436 | $4.45M | 1.95% | −1,578−8.8% | Reduced |
| Twin Capital Management Inc | 16,367 | $4.43M | 0.57% | +3,372+25.9% | Added |
| Harber Asset Management LLC | 16,361 | $4.43M | 2.83% | −11,938−42.2% | Reduced |
| HighPoint Advisor Group LLC | 16,263 | $4.40M | 0.18% | −28,201−63.4% | Reduced |
| Greenleaf Trust | 16,239 | $4.39M | 0.04% | −1,543−8.7% | Reduced |
| Alta Capital Management LLC | 16,222 | $4.39M | 0.34% | −2,273−12.3% | Reduced |
| Chronos Wealth Management, LLC | 16,218 | $4.39M | 2.12% | +111+0.7% | Added |
| Bell Asset Management Ltd | 16,193 | $4.38M | 1.29% | −350−2.1% | Reduced |
| Blue Fin Capital, Inc. | 16,171 | $4.38M | 0.72% | +47+0.3% | Added |
| Valeo Financial Advisors, LLC | 16,171 | $4.37M | 0.10% | −5,758−26.3% | Reduced |
| Meeder Advisory Services, Inc. | 16,113 | $4.36M | 0.18% | −117−0.7% | Reduced |
| BDF-Gestion | 16,067 | $4.35M | 0.58% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 16,026 | $4.34M | 0.73% | −2,005−11.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,989 | $4.33M | 0.23% | 00.0% | Unchanged |
| Tradewinds, LLC. | 11,730 | $4.33M | 1.39% | −120−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,960 | $4.32M | 1.01% | +84+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 15,955 | $4.32M | 0.15% | +228+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 15,545 | $4.31M | 0.13% | −4,608−22.9% | Reduced |
| Buckhead Capital Management LLC | 15,854 | $4.29M | 1.62% | +314+2.0% | Added |
| Smith, Salley & Associates | 15,850 | $4.29M | 0.22% | −783−4.7% | Reduced |
| Harbor Investment Advisory, LLC | 15,763 | $4.27M | 0.34% | −4,781−23.3% | Reduced |
| Bulltick Wealth Management, LLC | 15,737 | $4.26M | 0.94% | −512−3.2% | Reduced |
| Skopos Labs, Inc. | 15,733 | $4.26M | 0.13% | +3,283+26.4% | Added |
| Ballast, Inc. | 15,693 | $4.25M | 0.98% | −253−1.6% | Reduced |
| Trillium Asset Management, LLC | 34,719 | $4.25M | 0.14% | +19,514+128.3% | Added |
| LSV Asset Management | 15,565 | $4.21M | 0.01% | +12,065+344.7% | Added |
| Morse Asset Management, Inc | 15,562 | $4.21M | 0.88% | +176+1.1% | Added |
| AustralianSuper Pty Ltd | 15,466 | $4.18M | 0.02% | −154,841−90.9% | Reduced |
| Pure Financial Advisors, Inc. | 15,259 | $4.13M | 0.06% | −1,431−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 15,219 | $4.12M | 0.13% | −101−0.7% | Reduced |
| AIMZ Investment Advisors, LLC | 15,159 | $4.10M | 1.27% | −159−1.0% | Reduced |
| Robeco Schweiz AG | 15,134 | $4.10M | 0.09% | −3,127−17.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,101 | $4.09M | 1.05% | −100−0.7% | Reduced |
| Ballentine Partners, LLC | 15,071 | $4.08M | 0.06% | −1,648−9.9% | Reduced |
| Clough Capital Partners L P | 15,045 | $4.07M | 0.39% | −1,055−6.6% | Reduced |