Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UNH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 73.5M | $19.88B | -1.7% | 8.094% | 0.35% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 58.9M | $15.93B | — | 6.486% | 0.40% |
| 3 | STATE STREET CORP | 45.3M | $12.27B | +0.2% | 4.994% | 0.42% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.7M | $8.03B | -5.2% | 3.271% | 0.90% |
| 5 | Capital World Investors | 27.8M | $7.52B | +23.0% | 3.061% | 1.03% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 24.0M | $6.50B | — | 2.648% | 0.34% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 22.8M | $6.14B | +4.5% | 2.509% | 0.38% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20.8M | $5.63B | +146.6% | 2.293% | 0.86% |
| 9 | Capital Research Global Investors | 17.1M | $4.63B | +173.3% | 1.885% | 0.72% |
| 10 | MORGAN STANLEY | 15.0M | $4.05B | -5.2% | 1.649% | 0.24% |
| 11 | Kentucky Farm Bureau Mutual Insurance Co | 13K | $3.82B | — | 0.001% | 0.09% |
| 12 | FMR LLC | 12.0M | $3.25B | -5.3% | 1.324% | 0.18% |
| 13 | BANK OF AMERICA CORP /DE/ | 11.7M | $3.17B | +21.8% | 1.290% | 0.23% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 10.1M | $2.73B | -35.7% | 1.112% | 0.51% |
| 15 | Bank of New York Mellon Corp | 10.1M | $2.73B | +10.2% | 1.111% | 0.50% |
| 16 | HSBC HOLDINGS PLC | 9.6M | $2.60B | — | 1.058% | 1.36% |
| 17 | DODGE & COX | 9.5M | $2.56B | +3.2% | 1.043% | 1.41% |
| 18 | GOLDMAN SACHS GROUP INC | 9.0M | $2.45B | +34.8% | 0.997% | 0.28% |
| 19 | Capital International Investors | 9.0M | $2.43B | -51.7% | 0.992% | 0.57% |
| 20 | NORTHERN TRUST CORP | 8.8M | $2.38B | -0.8% | 0.967% | 0.31% |
| 21 | ALLIANCEBERNSTEIN L.P. | 6.4M | $2.13B | -4.0% | 0.710% | 0.69% |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 7.4M | $2.01B | +2.6% | 0.820% | 0.42% |
| 23 | Amundi | 6.4M | $1.73B | -13.3% | 0.703% | 0.47% |
| 24 | Invesco Ltd. | 6.3M | $1.71B | +19.0% | 0.696% | 0.26% |
| 25 | Legal & General Group Plc | 6.1M | $1.66B | +1.0% | 0.674% | 0.38% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UNH — a direct measure of their conviction.
Filings activity in UNH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,940 | 7.1% | 53.91% | 12.12 pp | $199.92B | 18% |
| Q4 2025 | 3,163 | +3.8% | 66.03% | 6.38 pp | $244.83B | 8.8% |
| Q3 2025 | 3,047 | 0.5% | 72.41% | +4.96 pp | $268.52B | +7.4% |
| Q2 2025 | 3,062 | 11% | 67.45% | 39.14 pp | $250.12B | 37% |
| Q1 2025 | 3,457 | 0.9% | 106.59% | +1.11 pp | $395.25B | +1.1% |
| Q4 2024 | 3,488 | +5.2% | 105.48% | 16.75 pp | $391.12B | 14% |
| Q3 2024 | 3,315 | +2.6% | 122.23% | 5.22 pp | $453.23B | 4.1% |
| Q2 2024 | 3,232 | — | 127.45% | — | $472.60B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UNH stock.
Based on Q1 2026 13F filings, institutional ownership of UnitedHealth Group Incorporated stands at 53.9%, held across 2,940 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UNH, with approximately 73,467,531 shares worth $19.88B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of UNH, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for UNH is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
255 institutions opened new positions in UNH during Q1 2026, while 478 fully exited. 419 added to existing positions and 2,254 trimmed.
UNH institutional ownership fell by 12.12 percentage points quarter-over-quarter, with a net change of -223 holders.
The top 10 institutions account for 45.3% of all reported 13F value in UNH, and the top 25 account for 64.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UnitedHealth Group Incorporated (UNH) Institutional Ownership