UnitedHealth Group — Institutional Ownership

Which tracked institutions hold UNH, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

60
Funds holding
$61332459593
Total value held
Buying
30 added/new · 29 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $19879579128 73467531 -1276021 -1.71%
2 State Street Corp $12266436210 45332186 +100016 +0.22%
3 Morgan Stanley $4048992970 14963569 -826526 -5.23%
4 Bank Of America Corp /De/ $3169605772 11713684 +2097859 +21.82%
5 Bank Of New York Mellon Corp $2729785250 10088271 +931037 +10.17%
6 Goldman Sachs Group Inc $2447752517 9045982 +2335746 +34.81%
7 Northern Trust Corp $2375755035 8779907 -67003 -0.76%
8 Invesco Ltd. $1752814047 5309788 +996150 +23.09%
9 Franklin Resources Inc $1535360847 5674123 -745580 -11.61%
10 Royal Bank Of Canada $1439579000 5320148 NEW BUY
11 Wells Fargo & Company/Mn $1104973609 3347290 -505387 -13.12%
12 Barclays Plc $1039830016 3842825 NEW BUY
13 Janus Henderson Group Plc $991448383 3691607 NEW BUY
14 Ameriprise Financial Inc $946865297 3499098 -65693 -1.84%
15 Raymond James Financial Inc $806691153 2988389 -110175 -3.56%
16 Toronto Dominion Bank $678930549 2509062 NEW BUY
17 Citigroup Inc $671596795 2034464 -13284 -0.65%
18 Marex Group Plc $532412613 1967599 +1635416 +492.32%
19 Bank Of Montreal /Can/ $423312514 1564405 NEW BUY
20 Principal Financial Group Inc $367817740 1359317 -11597 -0.85%
21 Bank Of Nova Scotia $339002504 1252818 NEW BUY
22 Us Bancorp \De\ $273887259 1012177 -27701 -2.66%
23 Pnc Financial Services Group, Inc. $238284260 880610 -12240 -1.37%
24 Prudential Financial Inc $228556008 844658 +22573 +2.75%
25 Nomura Holdings Inc $218114481 806070 NEW BUY
26 Sei Investments Co $197050903 728275 NEW BUY
27 Cincinnati Financial Corp $154762830 468822 Held
28 Fifth Third Bancorp $135032308 499029 +164523 +49.18%
29 M&T Bank Corp $87060306 263743 +3629 +1.40%
30 Truist Financial Corp $66205268 244671 -18227 -6.93%
31 Pinnacle Financial Partners, Inc. $24629091 91008 NEW BUY
32 Allstate Corp $22760424 68948 +35862 +108.39%
33 Banco Bilbao Vizcaya Argentaria, S.A. $22573586 83853 NEW BUY
34 Univest Financial Corp $13440351 49671 +15837 +46.81%
35 First Financial Bankshares Inc $13385300 40548 -5594 -12.12%
36 Equitable Holdings, Inc. $13299450 41722 NEW BUY
37 Old National Bancorp /In/ $13093038 48387 +1121 +2.37%
38 Associated Banc-Corp $12938531 47816 -2860 -5.64%
39 Atlantic Union Bankshares Corp $9114786 27611 -1687 -5.76%
40 Alti Global, Inc. $8220321 29008 +14916 +105.85%
41 German American Bancorp, Inc. $6589948 24354 +1425 +6.21%
42 Regions Financial Corp $5349294 19769 -4347 -18.03%
43 Citizens Financial Group Inc/Ri $4870732 18000 -1982 -9.92%
44 Hancock Whitney Corp $3938780 13365 -241 -1.77%
45 Nicolet Bankshares Inc $2526747 9290 +6836 +278.57%
46 City Holding Co $1563299 5778 -3254 -36.03%
47 First Commonwealth Financial Corp /Pa/ $1094701 4046 +672 +19.92%
48 Orrstown Financial Services Inc $1081278 3996 -274 -6.42%
49 Arrow Financial Corp $1065264 3227 -809 -20.04%
50 Ames National Corp $511340 1549 -330 -17.56%
51 Stonex Group Inc. $481336 1779 -11536 -86.64%
52 Park National Corp /Oh/ $467309 1727 +423 +32.44%
53 Enterprise Financial Services Corp $397225 1468 -24 -1.61%
54 First Merchants Corp $369897 1367 +10 +0.74%
55 First Financial Corp /In/ $364215 1346 -20 -1.46%
56 Tompkins Financial Corp $349873 1293 -189 -12.75%
57 First Business Financial Services, Inc. $202943 750 -129 -14.68%
58 Amalgamated Financial Corp. $128067 251127 NEW BUY
59 Texas Capital Bancshares Inc/Tx $93577 271 -1323 -83.00%
60 Norwood Financial Corp $63318 128 -4 -3.03%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.