UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionHm Payson & Co
Latest Disclosed Ownership4,386 shares
Latest Disclosed Value $ 1,186,830
Hm Payson & Co reports 4.42% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 4,386 shares of UnitedHealth Group Incorporated (US:UNH) valued at $1,186,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,589 shares of UnitedHealth Group Incorporated. This represents a change in shares of -4.42% during the quarter. The current value of the position is $1,653,522 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)
2026-04-13 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,386 -203 -4.42 1,187 -21.66 0.0089
2026-02-12 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,589 -1,262 -21.57 1,515 -25.05 0.0214
2025-10-17 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 5,851 -2,653 -31.20 2,020 -23.86 0.0291
2025-10-17 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 8,504 -40,242 -82.55 2,653 -89.61 0.0420
2025-04-29 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 48,746 -3,607 -6.89 25,531 -3.60 0.4481
2025-02-07 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 52,353 -833 -1.57 26,483 -14.83 0.4493
2024-10-28 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 53,186 -10,163 -16.04 31,097 -3.61 0.5333
2024-08-13 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 63,349 -54,501 -46.25 32,261 -44.66 0.5861
2024-06-20 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 117,850 -36,281 -23.54 58,300 -28.15 1.0834
2024-02-13 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 154,131 1,419 0.93 81,145 5.39 1.6805
2023-11-06 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 152,712 883 0.58 76,996 5.51 1.8049
2023-07-17 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 151,829 -29,723 -16.37 72,975 -14.95 1.6385
2023-04-18 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 181,552 5,361 3.04 85,800 -8.15 2.0577
2023-02-06 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 176,191 10,570 6.38 93,413 11.68 2.3264
2022-10-25 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 165,621 5,129 3.20 83,645 1.47 2.2964
2022-08-15 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 160,492 6,627 4.31 82,433 5.06 2.1133
2022-05-12 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 153,865 4,652 3.12 78,466 4.72 1.7855
2022-02-15 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 149,213 6,030 4.21 74,926 33.92 1.6287
2021-11-30 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 143,183 5,954 4.34 55,947 1.81 1.3620
2021-08-17 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 137,229 13,557 10.96 54,952 19.42 1.3395
2021-06-15 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 123,672 11,871 10.62 46,015 17.37 1.2249
2021-03-10 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 111,801 8,028 7.74 39,206 21.18 1.0835
2020-12-21 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 103,773 6,442 6.62 32,353 12.70 0.9964
2020-08-13 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 97,331 16,156 19.90 28,708 41.81 0.9627
2020-07-01 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 81,175 78,223 2,649.83 20,244 2,232.26 0.7954
2020-02-18 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 2,952 -508 -14.68 868 15.43 0.0279
2019-11-12 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 3,460 219 6.76 752 -4.93 0.0265
2019-08-15 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 3,241 3,241 791 0.0284
2019-02-15 2018-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 0 -2,380 -100.00 0 -100.00
2018-11-30 2018-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,380 -696 -22.63 633 -16.16 0.0283
2018-08-27 2018-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,076 -147 -4.56 755 9.42 0.0323
2018-05-14 2018-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 3,223 263 8.89 690 5.83 0.0285
2018-02-16 2017-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,960 590 24.89 652 40.52 0.0262
2017-11-06 2017-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,370 -408 -14.69 464 -9.90 0.0200
2017-08-04 2017-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,778 0 0.00 515 12.94 0.0232
2017-05-25 2017-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,778 165 6.31 456 9.09 0.0208
2017-02-15 2016-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,613 0 0.00 418 14.52 0.0199
2016-11-14 2016-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,613 0 0.00 365 -1.08 0.0178
2016-08-08 2016-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,613 25 0.97 369 10.81 0.0184
2016-05-19 2016-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,588 91 3.64 333 13.27 0.0173
2016-02-23 2015-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,497 -90 -3.48 294 -2.00 0.0151
2015-11-02 2015-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,587 0 0.00 300 -5.06 0.0163
2015-08-11 2015-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,587 0 0.00 316 3.27 0.0157
2015-05-06 2015-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,587 56 2.21 306 19.53 0.0153
2015-02-10 2014-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,531 4 0.16 256 17.43 0.0127
2014-11-12 2014-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,527 32 1.28 218 6.86 0.0112
2014-08-13 2014-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 2,495 2,495 204 0.0105
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.