UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership79,069 shares
Latest Disclosed Value $ 21,395,407
D.a. Davidson & Co. reports 3.28% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 79,069 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $21,395,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 81,752 shares of UnitedHealth Group Incorporated. This represents a change in shares of -3.28% 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)
2026-05-05 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 79,069 -2,683 -3.28 21,395 -20.72 0.1297
2026-01-29 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 81,752 6,016 7.94 26,987 3.20 0.1653
2025-10-22 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 75,736 18,935 33.34 26,152 47.58 0.1673
2025-07-30 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 56,801 14,315 33.69 17,720 -20.37 0.1248
2025-04-28 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 42,486 695 1.66 22,252 5.26 0.1787
2025-01-31 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 41,791 -2,697 -6.06 21,141 -18.73 0.1720
2024-11-13 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 44,488 1,064 2.45 26,011 17.62 0.2148
2024-08-01 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 43,424 1,361 3.24 22,114 6.28 0.1960
2024-05-13 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 42,063 -1,671 -3.82 20,809 -9.63 0.1874
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 43,734 2,658 6.47 23,025 11.18 0.2257
2023-11-08 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 41,076 -969 -2.30 20,710 2.48 0.2248
2023-08-11 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 42,045 8,144 24.02 20,209 26.14 0.2134
2023-04-25 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 33,901 -434 -1.26 16,021 -11.99 0.1802
2023-02-03 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 34,335 2,804 8.89 18,204 14.28 0.2147
2022-11-07 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 31,531 1,359 4.50 15,928 2.77 0.2086
2022-07-28 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 30,172 -993 -3.19 15,498 -2.49 0.1947
2022-05-12 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 31,165 -1,112 -3.45 15,893 -1.95 0.1731
2022-01-31 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 32,277 -1,288 -3.84 16,209 23.59 0.1727
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 33,565 845 2.58 13,115 0.10 0.1522
2021-08-10 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 32,720 -116 -0.35 13,102 7.24 0.1536
2021-05-07 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 32,836 16,282 98.36 12,218 110.66 0.1563
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 16,554 -369 -2.18 5,800 9.93 0.0887
2020-11-02 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 16,923 -961 -5.37 5,276 0.02 0.0918
2020-08-10 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 17,884 -18,855 -51.32 5,275 -42.44 0.0985
2020-05-05 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 36,739 2,952 8.74 9,165 -7.73 0.1789
2020-02-14 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 33,787 -9,209 -21.42 9,933 6.30 0.1605
2019-11-05 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 42,996 2,264 5.56 9,344 -5.99 0.1674
2019-08-13 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 40,732 -28,453 -41.13 9,939 -41.93 0.1852
2019-05-13 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 69,185 8,155 13.36 17,117 12.58 0.2942
2019-01-29 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 61,030 -1,467 -2.35 15,204 -8.56 0.2964
2018-11-13 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 62,497 -4,117 -6.18 16,627 1.74 0.2958
2018-08-02 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 66,614 -68 -0.10 16,343 14.53 0.3204
2018-05-04 2018-03-31 13F UNITEDHEALTH GROUP COM 91324P102 66,682 -2,828 -4.07 14,270 -6.88 0.2949
2018-02-08 2017-12-31 13F UNITEDHEALTH GROUP COM 91324P102 69,510 -2,497 -3.47 15,324 8.67 0.3213
2017-11-08 2017-09-30 13F UNITEDHEALTH GROUP COM 91324P102 72,007 1,749 2.49 14,102 8.25 0.2767
2017-08-11 2017-06-30 13F UNITED HEALTH GROUP COM 91324P102 70,258 -2,413 -3.32 13,027 9.31 0.2942
2017-05-12 2017-03-31 13F UNITED HEALTH GROUP COM 91324P102 72,671 -6,109 -7.75 11,918 -5.39 0.2890
2017-02-15 2016-12-31 13F UNITED HEALTH GROUP COM 91324P102 78,780 837 1.07 12,597 15.53 0.2857
2016-11-18 2016-09-30 13F/A-1 UNITED HEALTH GROUP COM 91324P102 77,943 2,449 3.24 10,904 2.37 0.2713
2016-11-14 2016-09-30 13F UNITED HEALTH GROUP COM 91324P102 77,943 10,904
2016-08-13 2016-06-30 13F UNITED HEALTH GROUP COM 91324P102 75,494 -410 -0.54 10,652 8.94 0.3134
2016-05-13 2016-03-31 13F UNITED HEALTH GROUP COM 91324P102 75,904 -4,303 -5.36 9,778 3.69 0.3045
2016-02-12 2015-12-31 13F UNITED HEALTH GROUP COM 91324P102 80,207 -4,758 -5.60 9,430 -4.29 0.3072
2015-11-13 2015-09-30 13F UNITED HEALTH GROUP COM 91324P102 84,965 1,729 2.08 9,853 -2.93 0.3448
2015-08-14 2015-06-30 13F UNITED HEALTH GROUP COM 91324P102 83,236 -513 -0.61 10,150 2.50 0.3336
2015-05-06 2015-03-31 13F UNITED HEALTH GROUP COM 91324P102 83,749 -12,365 -12.86 9,902 1.96 0.3250
2015-02-12 2014-12-31 13F UNITED HEALTH GROUP COM 91324P102 96,114 -8,288 -7.94 9,712 7.91 0.3175
2014-11-12 2014-09-30 13F UNITED HEALTH GROUP COM 91324P102 104,402 1,645 1.60 9,000 7.17 0.3050
2014-07-29 2014-06-30 13F UNITED HEALTH GROUP COM 91324P102 102,757 -124 -0.12 8,398 -0.40 0.2844
2014-05-05 2014-03-31 13F UNITED HEALTH GROUP COM 91324P102 102,881 9,452 10.12 8,432 19.93 0.3014
2014-02-13 2013-12-31 13F/A-1 UNITED HEALTH GROUP COM 91324P102 93,429 18,955 25.45 7,031 31.89 0.2626
2014-02-12 2013-12-31 13F UNITED HEALTH GROUP COM 91324P102 93,429 7,031
2013-11-14 2013-09-30 13F UNITED HEALTH GROUP COM 91324P102 74,474 5,684 8.26 5,331 18.41 0.2398
2013-08-16 2013-06-30 13F UNITED HEALTH GROUP COM 91324P102 68,790 68,790 4,502 0.2174
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.