UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionNS Partners Ltd
Latest Disclosed Ownership147,955 shares
Latest Disclosed Value $ 40,035,143
NS Partners Ltd reports 1.96% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 11, 2026 - NS Partners Ltd filed a 13F-HR form disclosing ownership of 147,955 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $40,035,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 150,910 shares of UnitedHealth Group Incorporated. This represents a change in shares of -1.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 147,955 -2,955 -1.96 40,035 -19.63 0.9404
2026-02-10 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 150,910 1,398 0.94 49,817 -3.51 1.9516
2025-11-13 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 149,512 24,032 19.15 51,626 31.88 1.9971
2025-08-07 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 125,480 45,552 56.99 39,146 -6.49 1.5982
2025-05-12 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 79,928 -887 -1.10 41,862 2.40 1.8400
2025-02-07 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 80,815 -851 -1.04 40,881 -14.38 1.6902
2024-11-08 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 81,666 1,330 1.66 47,748 16.71 2.0139
2024-08-08 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 80,336 -1,360 -1.66 40,912 1.23 1.8553
2024-05-09 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 81,696 -3,897 -4.55 40,415 -10.31 1.8610
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 85,593 -14 -0.02 45,062 4.40 2.1900
2023-11-13 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 85,607 -708 -0.82 43,162 4.04 2.3221
2023-08-10 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 86,315 -2,888 -3.24 41,486 -1.59 2.1847
2023-05-10 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 89,203 -8,276 -8.49 42,156 -18.43 2.3707
2023-02-10 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 97,479 1,190 1.24 51,681 6.27 3.1162
2022-11-10 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 96,289 2,414 2.57 48,630 0.86 3.1549
2022-08-05 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 93,875 -493 -0.52 48,217 0.19 2.9271
2022-05-12 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 94,368 -4,592 -4.64 48,125 -3.15 2.5640
2022-02-10 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 98,960 -1,141 -1.14 49,692 27.05 2.3288
2021-11-12 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 100,101 16 0.02 39,113 -2.41 1.9929
2021-08-02 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 100,085 -2,110 -2.06 40,078 5.40 2.1107
2021-04-30 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 102,195 -10,196 -9.07 38,024 -3.52 2.2019
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 112,391 -79 -0.07 39,413 12.40 2.3017
2020-11-12 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 112,470 578 0.52 35,065 6.25 2.3098
2020-08-13 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 111,892 -13 -0.01 33,003 18.26 2.4410
2020-05-13 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 111,905 7,579 7.26 27,907 -9.01 2.5939
2020-02-12 2019-12-31 13F United Health Group COM 91324P102 104,326 4,103 4.09 30,670 40.82 2.4414
2019-11-12 2019-09-30 13F United Health Group COM 91324P102 100,223 395 0.40 21,780 -10.59 1.9629
2019-08-07 2019-06-30 13F United Health Group COM 91324P102 99,828 2,800 2.89 24,359 1.53 2.2392
2019-05-08 2019-03-31 13F United Health Group COM 91324P102 97,028 645 0.67 23,991 -0.08 2.2232
2019-02-12 2018-12-31 13F United Health Group COM 91324P102 96,383 6,064 6.71 24,011 -0.07 2.5705
2018-11-14 2018-09-30 13F United Health Group COM 91324P102 90,319 110 0.12 24,028 8.57 2.2960
2018-08-02 2018-06-30 13F United Health Group COM 91324P102 90,209 -170 -0.19 22,132 14.43 2.2700
2018-05-15 2018-03-31 13F United Health Group COM 91324P102 90,379 582 0.65 19,341 -2.30 2.0657
2018-02-09 2017-12-31 13F United Health Group COM 91324P102 89,797 2,132 2.43 19,797 15.31 2.1738
2017-11-14 2017-09-30 13F United Health Group COM 91324P102 87,665 11,554 15.18 17,169 21.65 2.0495
2017-08-14 2017-06-30 13F United Health Group COM 91324P102 76,111 8,548 12.65 14,113 27.36 1.8509
2017-05-15 2017-03-31 13F United Health Group COM 91324P102 67,563 148 0.22 11,081 2.71 1.5951
2017-02-13 2016-12-31 13F/A-1 United Health Group COM 91324P102 67,415 7,766 13.02 10,789 29.19 1.6926
2016-11-15 2016-09-30 13F United Health Group COM 91324P102 59,649 4,237 7.65 8,351 6.74 1.3615
2016-08-15 2016-06-30 13F United Health Group COM 91324P102 55,412 3 0.01 7,824 9.55 1.3343
2016-06-02 2016-03-31 13F/A-1 United Health Group COM 91324P102 55,409 3,000 5.72 7,142 15.85 1.2866
2016-05-13 2016-03-31 13F United Health Group COM 91324P102 52,409 0 6,165 1.1014
2016-02-12 2015-12-31 13F United Health Group COM 91324P102 52,409 -4,233 -7.47 6,165 -6.18 1.1014
2015-11-16 2015-09-30 13F United Health Group COM 91324P102 56,642 -1,210 -2.09 6,571 -6.90 1.1535
2015-11-16 2015-06-30 13F United Health Group COM 91324P102 57,852 57,852 7,058 1.1239
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.