UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionTruist Financial Corp
Latest Disclosed Ownership244,671 shares
Latest Disclosed Value $ 66,205,268
Truist Financial Corp reports 6.93% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 244,671 shares of UnitedHealth Group Incorporated (US:UNH) valued at $66,205,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 262,898 shares of UnitedHealth Group Incorporated. This represents a change in shares of -6.93% during the quarter. The current value of the position is $92,240,967 USD.

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)
2026-04-27 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 244,671 -18,227 -6.93 66,205 -23.71 0.0475
2026-02-02 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 262,898 -65,704 -20.00 86,785 -23.51 0.1157
2025-11-03 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 328,602 -66,576 -16.85 113,466 -7.96 0.1534
2025-07-18 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 395,178 -189,257 -32.38 123,284 -59.72 0.1804
2025-04-29 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 584,435 -2,200 -0.38 306,098 3.15 0.4896
2025-01-31 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 586,635 -29,421 -4.78 296,755 -17.61 0.4643
2024-11-13 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 616,056 -282,350 -31.43 360,196 -21.27 0.5645
2024-08-21 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 898,406 286,122 46.73 457,522 51.05 0.6958
2024-05-13 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 612,284 -29,014 -4.52 302,897 -10.29 0.4587
2024-02-02 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 641,298 -86,525 -11.89 337,624 -7.99 0.5367
2023-11-14 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 727,823 64,443 9.71 366,961 15.09 0.6131
2023-08-01 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 663,380 -35,452 -5.07 318,847 -3.46 0.5301
2023-05-05 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 698,832 -8,581 -1.21 330,261 -11.94 0.5681
2023-02-17 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 707,413 -3,330 -0.47 375,056 4.49 0.6597
2022-10-26 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 710,743 -39,155 -5.22 358,954 -6.81 0.6885
2022-07-22 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 749,898 -8,367 -1.10 385,170 -0.39 0.7073
2022-04-22 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 758,265 6,683 0.89 386,692 2.46 0.6105
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 751,582 -8,292 -1.09 377,399 27.11 0.5751
2021-11-05 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 759,874 -13,194 -1.71 296,914 -4.09 0.4873
2021-08-16 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 773,068 -38,879 -4.79 309,567 2.47 0.5062
2021-05-17 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 811,947 43,422 5.65 302,101 12.09 0.5254
2021-11-19 2020-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 768,525 -41,114 -5.08 269,508 6.77 0.5155
2021-02-18 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 774,670 -34,969 271,662 0.5045
2021-11-05 2020-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 809,639 -94,486 -10.45 252,421 -5.34 0.5516
2020-11-13 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 808,228 -94,624 251,981 0.5446
2021-11-16 2020-06-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 904,125 -24,479 -2.64 266,672 15.16 0.5995
2020-08-14 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 902,852 -25,752 266,297 0.5910
2021-11-05 2020-03-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 928,604 -20,483 -2.16 231,574 -17.00 0.6096
2020-05-15 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 927,652 -20,794 231,337 0.6034
2021-11-16 2019-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 949,087 781,688 466.96 279,012 666.94 0.5669
2020-02-14 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 948,446 781,047 278,824 0.5618
2019-10-31 2019-09-30 13F UNITEDHEALTH COMMON STOCK 91324P102 167,399 -2,104 -1.24 36,380 -12.04 0.6244
2019-07-24 2019-06-30 13F UNITEDHEALTH COMMON STOCK 91324P102 169,503 -7,067 -4.00 41,361 -5.26 0.7163
2019-04-23 2019-03-31 13F UNITEDHEALTH COMMON STOCK 91324P102 176,570 -1,236 -0.70 43,659 -1.44 0.7795
2019-01-22 2018-12-31 13F UNITEDHEALTH COMMON STOCK 91324P102 177,806 -1,288 -0.72 44,295 -7.04 0.9077
2018-10-17 2018-09-30 13F UNITEDHEALTH COMMON STOCK 91324P102 179,094 -4,406 -2.40 47,647 5.84 0.8564
2018-07-26 2018-06-30 13F UNITEDHEALTH COMMON STOCK 91324P102 183,500 -1,950 -1.05 45,020 13.44 0.8566
2018-04-20 2018-03-31 13F UNITEDHEALTH COMMON STOCK 91324P102 185,450 -17,298 -8.53 39,687 -11.21 0.7571
2018-01-29 2017-12-31 13F UNITEDHEALTH COMMON STOCK 91324P102 202,748 -6,888 -3.29 44,698 8.87 0.8353
2017-10-23 2017-09-30 13F UNITEDHEALTH COMMON STOCK 91324P102 209,636 -13,990 -6.26 41,058 -0.98 0.7969
2017-07-20 2017-06-30 13F UNITEDHEALTH COMMON STOCK 91324P102 223,626 -6,948 -3.01 41,464 9.65 0.8223
2017-04-28 2017-03-31 13F UNITEDHEALTH COMMON STOCK 91324P102 230,574 -13,803 -5.65 37,816 -3.31 0.7601
2017-02-02 2016-12-31 13F UNITEDHEALTH COMMON STOCK 91324P102 244,377 7,068 2.98 39,110 17.72 0.7991
2016-11-01 2016-09-30 13F UNITEDHEALTH COMMON STOCK 91324P102 237,309 10,191 4.49 33,224 3.60 0.6829
2016-08-01 2016-06-30 13F UNITEDHEALTH COMMON STOCK 91324P102 227,118 152,430 204.09 32,069 233.12 0.6737
2016-05-05 2016-03-31 13F UNITEDHEALTH COMMON STOCK 91324P102 74,688 -1,812 -2.37 9,627 6.97 0.2490
2016-01-28 2015-12-31 13F UNITEDHEALTH COMMON STOCK 91324P102 76,500 3,888 5.35 9,000 6.84 0.2334
2015-11-04 2015-09-30 13F UNITEDHEALTH COMMON STOCK 91324P102 72,612 41 0.06 8,424 -4.86 0.2190
2015-07-29 2015-06-30 13F UNITED HEALTH COMMON STOCK 91324P102 72,571 -2,791 -3.70 8,854 -0.68 0.2392
2015-04-23 2015-03-31 13F UNITED HEALTH COMMON STOCK 91324P102 75,362 -1,785 -2.31 8,915 14.31 0.2560
2015-01-26 2014-12-31 13F UNITED HEALTH COMMON STOCK 91324P102 77,147 -2,277 -2.87 7,799 13.85 0.2289
2014-10-21 2014-09-30 13F UNITED HEALTH COMMON STOCK 91324P102 79,424 -2,466 -3.01 6,850 2.32 0.2070
2014-07-21 2014-06-30 13F UNITED HEALTH COMMON STOCK 91324P102 81,890 -3,113 -3.66 6,695 -3.93 0.2007
2014-04-28 2014-03-31 13F UNITED HEALTH COMMON STOCK 91324P102 85,003 -14,040 -14.18 6,969 -6.56 0.2196
2014-01-27 2013-12-31 13F UNITED HEALTH COMMON STOCK 91324P102 99,043 -3,227 -3.16 7,458 1.83 0.2403
2013-10-22 2013-09-30 13F UNITED HEALTH COMMON STOCK 91324P102 102,270 -18,194 -15.10 7,324 -7.15 0.2595
2013-07-15 2013-06-30 13F UNITED HEALTH GROUP INC COMMON COM 91324P102 120,464 120,464 7,888 0.2938
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.