UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionBusey Wealth Management
Latest Disclosed Ownership16,930 shares
Latest Disclosed Value $ 4,581,090
Busey Wealth Management reports 0.50% decrease in ownership of UNH / UnitedHealth Group Incorporated

On April 28, 2026 - Busey Wealth Management filed a 13F-HR form disclosing ownership of 16,930 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $4,581,090 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,015 shares of UnitedHealth Group Incorporated. This represents a change in shares of -0.50% 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)
2026-04-28 2026-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 16,930 -85 -0.50 4,581 -18.43 0.0604
2026-01-27 2025-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 17,015 1,844 12.15 5,617 7.22 0.1480
2025-10-15 2025-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,171 -140 -0.91 5,239 9.67 0.1460
2025-07-11 2025-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,311 -363 -2.32 4,777 -41.82 0.1458
2025-05-15 2025-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,674 -597 -3.67 8,209 -0.26 0.2766
2025-01-23 2024-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 16,271 -43 -0.26 8,231 -13.71 0.2701
2024-10-23 2024-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 16,314 328 2.05 9,538 17.16 0.3113
2024-07-23 2024-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,986 -526 -3.19 8,141 -0.33 0.2787
2024-04-23 2024-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 16,512 112 0.68 8,168 -5.40 0.2898
2024-01-25 2023-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 16,400 1,083 7.07 8,634 11.81 0.3322
2023-10-23 2023-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,317 -351 -2.24 7,723 2.55 0.3299
2023-07-21 2023-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,668 -43 -0.27 7,531 1.43 0.3065
2023-04-25 2023-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,711 452 2.96 7,425 -8.23 0.3141
2023-01-23 2022-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,259 -100 -0.65 8,090 4.29 0.3638
2022-10-24 2022-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,359 -56 -0.36 7,757 -2.03 0.3837
2022-08-03 2022-06-30 13F/A-1 UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,415 -17 -0.11 7,918 0.61 0.3680
2022-08-01 2022-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,415 -17 7,918 0.1595
2022-04-21 2022-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,432 36 0.23 7,870 1.80 0.3145
2022-01-25 2021-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,396 4 0.03 7,731 28.55 0.2924
2021-10-29 2021-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 15,392 2,203 16.70 6,014 13.88 0.2422
2021-07-22 2021-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,189 -173 -1.29 5,281 6.24 0.2469
2021-04-20 2021-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,362 1 0.01 4,971 6.08 0.2494
2021-01-20 2020-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,361 132 1.00 4,686 13.63 0.2680
2020-10-16 2020-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,229 -38 -0.29 4,124 5.39 0.2631
2020-07-21 2020-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,267 -150 -1.12 3,913 16.95 0.2706
2020-04-17 2020-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,417 0 0.00 3,346 -15.18 0.2719
2020-02-11 2019-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,417 -19 -0.14 3,945 35.10 0.2591
2019-11-12 2019-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 13,436 1,501 12.58 2,920 0.24 0.2107
2019-07-24 2019-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 11,935 -645 -5.13 2,913 -6.36 0.2767
2019-04-16 2019-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,580 167 1.35 3,111 0.61 0.2827
2019-02-05 2018-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,413 168 1.37 3,092 -5.10 0.3188
2018-10-12 2018-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,245 -52 -0.42 3,258 7.99 0.3017
2018-07-24 2018-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,297 -372 -2.94 3,017 11.25 0.2990
2018-05-04 2018-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,669 154 1.23 2,712 -1.70 0.2859
2018-02-09 2017-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,515 0 0.00 2,759 12.57 0.3523
2017-10-13 2017-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,515 290 2.37 2,451 8.12 0.2929
2017-07-28 2017-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,225 -543 -4.25 2,267 8.26 0.3118
2017-05-03 2017-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 12,768 -64,833 -83.55 2,094 -83.14 0.2537
2017-01-27 2016-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 77,601 -2,037 -2.56 12,419 11.38 1.5695
2016-11-14 2016-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 79,638 -3,768 -4.52 11,150 -5.32 1.4574
2016-08-15 2016-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 83,406 -241 -0.29 11,777 9.23 1.5116
2016-05-13 2016-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 83,647 50 0.06 10,782 9.64 1.4226
2016-02-04 2015-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 83,597 -402 -0.48 9,834 0.91 1.3133
2015-11-12 2015-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 83,999 -9 -0.01 9,745 -4.92 1.3928
2015-08-14 2015-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 84,008 166 0.20 10,249 3.34 1.3831
2015-05-15 2015-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 83,842 -581 -0.69 9,918 16.20 1.3437
2015-02-17 2014-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 84,423 443 0.53 8,535 17.84 1.1699
2014-11-14 2014-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 83,980 -334 -0.40 7,243 5.08 1.0584
2014-08-14 2014-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 84,314 1,575 1.90 6,893 1.61 0.9900
2014-05-15 2014-03-31 13F UNITEDHEALTH COMMON STOCK 91324P102 82,739 463 0.56 6,784 9.51 1.0318
2014-02-14 2013-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 82,276 138 0.17 6,195 5.32 0.9477
2013-11-14 2013-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 82,138 -2,043 -2.43 5,882 6.71 0.9696
2013-08-15 2013-06-30 13F UNITEDHEALTH GROUP INC COM COMMON STOCK 91324P102 84,181 84,181 5,512 0.9228
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.