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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/UNH

UNH

UNH — Smart Money Tracker (13F)

Unitedhealth Group INC

-$38.8B

Net Activity

Data as of: 2026-03-31

Institutions Holding

3050

Popularity Rank

#47

Avg Weight

0.40%

Total Value

$230.3B

Ownership Trend

UNH (Unitedhealth Group INC) institutional ownership chart showing 3050 institutional holders, buyer vs. seller counts, and net quarterly capital flow

3050 institutions currently hold UNH, with 1363 net buyers and 1804 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1804

Net Buying Institutions

1363

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$19.9B
VC
Vanguard Capital Management LLC
$15.9B
SS
State Street CORP
$12.3B
SI
Susquehanna International Group, LLP
$8.0B
CW
Capital World Investors
$7.5B

Top 5 by Conviction

PC
Pentwater Capital Management LP
5.61%
EC
Eagle Capital Management LLC
5.32%
WT
Walleye Trading LLC
2.19%
SC
Sanders Capital, LLC
1.92%
GO
Group One Trading LLC
1.90%
View all 3050 holding institutions

Across its top 20 institutional holders, UNH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$110.8B

Total Buy Value

$146.2B

Total Sell Value

New buy156
Trim1399
Add1207
Sold out405

1363

Net Buyers

1804

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutions net distribute heavily, bearish signal

Signal Basis

For the quarter ending 2026-03-31, institutional holders reduced total value by ~$38.8B, with 1,804 net sellers vs 1,363 net buyers, and 405 exits vs 156 new buys.

Confirmation

Continued net selling in the next quarter, especially among top holders, would reinforce this bearish stance.

Invalidation Risk

A reversal would require unexpected accumulation by major holders like BlackRock or Vanguard, or a sudden insider buying spree.

This analysis is machine-generated from institutional holders' Form 13F data on SEC EDGAR and limited to historical trends. Not financial advice — see the source filings below.

See the institutional 13F filings behind this signal

Smart Money Convergence

UNH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/UNH

Insider Trading (Form 4)

12-Month Buy/Sell Activity

May 25
BuySell
ActionInsiderTitleDateValue
SellCharles D. BakerDirector2025-09-11$10K
SellConway Patrick HughChief Executive Officer, Optum2025-06-10$180K
BuyREX JOHN FPresident & CFO2025-05-16$5.00M
BuyHEMSLEY STEPHEN JCEO, UHG2025-05-16$25.02M
BuyKristen GilDirector2025-05-15$1.00M
BuyTimothy Patrick FlynnDirector2025-05-14$492K
BuyJohn H NoseworthyDirector2025-05-14$94K
BuyTimothy Patrick FlynnDirector2025-01-17$512K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-16
2026-07-16

UnitedHealth Group (UNH) released its second-quarter 2026 earnings on July 16, 2026, via a press release that includes key financial figures. The company filed the release and related exhibits with the SEC as part of a routine 8-K disclosure.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

91324P102, 91324P10 , 91324P902, 91324P952, 91324p102

FAQ

Who are the top institutional investors holding UNITEDHEALTH GROUP INC (UNH)?
Major stakeholders currently include BlackRock, Inc. ($19.9B), Vanguard Capital Management LLC ($15.9B), State Street CORP ($12.3B). Based on the latest 13F filings, there are a total of 3050 tracked investment funds and institutions maintaining positions in UNH.
What is the overall institutional sentiment toward UNH recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $38.8B, driven by 1363 managers accumulating shares while 1804 reduced their exposure.
Which institutions have been selling or reducing their UNH positions?
In the latest period, 1399 funds trimmed their holdings, and 405 managers completely exited their positions. The aggregate reported sell value was $146.2B.
Are there any notable investors adding UNH to their portfolios?
Yes, buying activity remains notable. 156 institutions opened new positions in {ticker}, and 1207 existing holders added to their shares. The total reported buy value for the quarter amounted to $110.8B.

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Developer Access

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