UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionState Street Corp
Latest Disclosed Ownership45,332,186 shares
Latest Disclosed Value $ 12,266,436,210
State Street Corp reports 0.22% increase in ownership of UNH / UnitedHealth Group Incorporated

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 45,332,186 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $12,266,436,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 45,232,170 shares of UnitedHealth Group Incorporated. This represents a change in shares of 0.22% 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)
2026-05-15 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 45,332,186 100,016 0.22 12,266,436 -17.85 0.4235
2026-02-13 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 45,232,170 1,119,834 2.54 14,931,592 -1.97 0.5009
2025-11-14 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 44,112,336 -814,208 -1.81 15,231,990 8.68 0.5282
2025-08-14 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 44,926,544 -411,970 -0.91 14,015,734 -40.98 0.5253
2025-05-15 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 45,338,514 -254,389 -0.56 23,746,047 2.96 0.9785
2025-02-14 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 45,592,903 52,801 0.12 23,064,130 -13.38 0.9099
2024-11-14 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 45,540,102 563,554 1.25 26,626,387 16.25 1.0834
2024-08-14 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 44,976,548 -722,705 -1.58 22,904,757 1.32 1.0009
2024-05-15 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 45,699,253 180,333 0.40 22,607,420 -5.66 1.0105
2024-02-14 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 45,518,920 1,091,436 2.46 23,964,346 6.98 1.1656
2023-11-14 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 44,427,484 -1,886,267 -4.07 22,399,893 0.63 1.2421
2023-08-14 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 46,313,751 764,872 1.68 22,260,241 3.41 1.1691
2023-05-15 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 45,548,879 -649,546 -1.41 21,525,925 -12.12 1.2147
2023-05-15 2022-12-31 13F/A-99 UNITEDHEALTH GROUP COM 91324P102 46,198,425 239,552 0.52 24,493,481 5.52 1.4392
2023-05-15 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 46,198,425 239,552 24,493,481 1.4392
2022-11-15 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 45,958,873 87,004 0.19 23,211,069 -1.49 1.4681
2022-08-15 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 45,871,869 -402,902 -0.87 23,561,168 -0.16 1.4118
2022-05-16 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 46,274,771 714,903 1.57 23,598,745 3.15 1.1670
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 45,559,868 869,827 1.95 22,877,432 31.01 1.0849
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 44,690,041 159,506 0.36 17,462,187 -2.07 0.9230
2021-08-16 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 44,530,535 838,941 1.92 17,831,807 9.69 0.9399
2021-07-09 2021-03-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 43,691,594 -536,248 -1.21 16,256,331 4.81 0.9321
2021-05-17 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 43,691,594 -536,248 16,256,331 0.9322
2021-02-16 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 44,227,842 -1,501,327 -3.28 15,509,820 8.79 0.9496
2020-11-10 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 45,729,169 -1,024,035 -2.19 14,256,983 3.39 0.9733
2020-08-14 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 46,753,204 749,408 1.63 13,789,858 20.20 1.0025
2020-06-19 2020-03-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 46,003,796 212,240 0.46 11,472,427 -14.78 1.0033
2020-05-11 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 46,003,796 212,240 11,472,427 1,007,510.0908
2020-02-06 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 45,791,556 614,433 1.36 13,461,802 37.11 0.9220
2019-11-14 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 45,177,123 -523,614 -1.15 9,817,892 -11.96 0.7318
2019-08-14 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 45,700,737 -839,574 -1.80 11,151,437 -3.09 0.8315
2019-05-15 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 46,540,311 1,654,285 3.69 11,507,557 2.91 0.8978
2019-02-12 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 44,886,026 489,853 1.10 11,182,007 -5.33 1.0181
2018-11-09 2018-09-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 44,396,173 2,029,657 4.79 11,811,146 13.63 0.9071
2018-08-14 2018-06-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 42,366,516 -771,089 -1.79 10,394,206 12.60 0.8688
2018-05-15 2018-03-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 43,137,605 -2,407,420 -5.29 9,231,441 -8.06 0.7838
2018-02-14 2017-12-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 45,545,025 619,614 1.38 10,040,856 14.12 0.8074
2017-11-14 2017-09-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 44,925,411 -639,017 -1.40 8,798,651 4.14 0.7592
2017-08-14 2017-06-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 45,564,428 -160,081 -0.35 8,448,559 12.66 0.7473
2017-05-15 2017-03-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 45,724,509 1,122,534 2.52 7,499,276 5.06 0.6690
2017-02-09 2016-12-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 44,601,975 2,306,282 5.45 7,138,090 20.55 0.6717
2017-01-13 2016-09-30 13F/A-1 UNITEDHEALTH GROUP Common equity shares 91324P102 42,295,693 682,819 1.64 5,921,395 0.78 0.5968
2016-11-14 2016-09-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 27,453,652 3,843,510
2016-08-12 2016-06-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 41,612,874 -530,317 -1.26 5,875,732 8.16 0.6312
2016-05-20 2016-03-31 13F/A-1 UNITEDHEALTH GROUP Common equity shares 91324P102 42,143,191 -963,818 -2.24 5,432,265 7.12 0.5873
2016-05-12 2016-03-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 42,143,191 5,432,265
2016-02-16 2015-12-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 43,107,009 413,589 0.97 5,071,106 2.39 0.5543
2015-11-16 2015-09-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 42,693,420 65,767 0.15 4,952,856 -4.76 0.5766
2015-08-13 2015-06-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 42,627,653 -2,270,541 -5.06 5,200,575 -2.08 0.5559
2015-05-15 2015-03-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 44,898,194 -1,794,832 -3.84 5,311,014 12.52 0.5450
2015-02-11 2014-12-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 46,693,026 1,248,051 2.75 4,720,191 20.42 0.4701
2014-11-12 2014-09-30 13F/A-1 UNITEDHEALTH GROUP Common equity shares 91324P102 45,444,975 575,321 1.28 3,919,629 6.86 0.4217
2014-11-10 2014-09-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 45,444,975 3,919,629
2014-08-12 2014-06-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 44,869,654 -350,234 -0.77 3,668,098 -1.06 0.3961
2014-05-15 2014-03-31 13F/A-1 UNITEDHEALTH GROUP Common equity shares 91324P102 45,219,888 -2,204,563 -4.65 3,707,575 3.82 0.4213
2014-05-13 2014-03-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 45,219,888 3,707,575
2014-02-06 2013-12-31 13F/A-1 UNITEDHEALTH GROUP Common equity shares 91324P102 47,424,451 -124,515 -0.26 3,571,069 4.88 0.3973
2014-02-06 2013-12-31 13F UNITEDHEALTH GROUP Common equity shares 91324P102 48,769,656 2,645,269
2013-11-12 2013-09-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 47,548,966 -1,288,179 -2.64 3,404,985 6.48 0.4196
2013-08-08 2013-06-30 13F UNITEDHEALTH GROUP Common equity shares 91324P102 48,837,145 48,837,145 3,197,865 0.4169
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.