UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership44,795 shares
Latest Disclosed Value $ 12,121,079
IFP Advisors, Inc reports 76.00% increase in ownership of UNH / UnitedHealth Group Incorporated

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 44,795 shares of UnitedHealth Group Incorporated (US:UNH) valued at $12,121,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,452 shares of UnitedHealth Group Incorporated. This represents a change in shares of 76.00% during the quarter. The current value of the position is $16,887,715 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 cs 91324P102 44,795 19,343 76.00 12,121 44.28 0.2513
2026-02-06 2025-12-31 13F UNITEDHEALTH GROUP cs 91324P102 25,452 12,497 96.46 8,402 87.82 0.1886
2026-02-06 2025-09-30 13F/A-1 UNITEDHEALTH GROUP cs 91324P102 12,955 -7,728 -37.36 4,473 -30.78 0.1162
2025-12-02 2025-09-30 13F UNITEDHEALTH GROUP cs 91324P102 12,977 -7,706 4,490 0.1158
2025-07-24 2025-06-30 13F UNITEDHEALTH GROUP cs 91324P102 20,683 3,545 20.69 6,462 -28.01 0.1837
2025-05-05 2025-03-31 13F UNITEDHEALTH GROUP cs 91324P102 17,138 911 5.61 8,977 9.33 0.2768
2025-02-04 2024-12-31 13F UNITEDHEALTH GROUP cs 91324P102 16,227 413 2.61 8,211 -11.22 0.2689
2025-02-04 2024-09-30 13F UNITEDHEALTH GROUP cs 91324P102 15,814 2,536 19.10 9,249 36.76 0.3334
2024-07-30 2024-06-30 13F UNITEDHEALTH GROUP cs 91324P102 13,278 454 3.54 6,762 6.59 0.2684
2024-07-30 2024-03-31 13F UNITEDHEALTH GROUP cs 91324P102 12,824 873 7.30 6,345 0.84 0.2783
2024-01-09 2023-12-31 13F UNITEDHEALTH GROUP cs 91324P102 11,951 -3,891 -24.56 6,292 -21.23 0.2970
2023-10-12 2023-09-30 13F UNITEDHEALTH GROUP cs 91324P102 15,842 676 4.46 7,987 9.55 0.3591
2023-08-14 2023-06-30 13F/A-1 UNITEDHEALTH GROUP cs 91324P102 15,166 1,680 12.46 7,291 227.83 0.3049
2023-08-04 2023-06-30 13F UNITEDHEALTH GROUP cs 91324P102 15,166 1,680 2,503 0.1158
2023-04-18 2023-03-31 13F UNITEDHEALTH GROUP cs 91324P102 13,486 -6,625 -32.94 2,225 74,033.33 0.0968
2023-02-07 2022-12-31 13F UNITEDHEALTH GROUP cs 91324P102 20,111 211 1.06 4 -99.91 0.0936
2022-11-08 2022-09-30 13F UNITEDHEALTH GROUP cs 91324P102 19,900 1,655 9.07 3,492 11.85 0.0910
2022-09-06 2022-06-30 13F/A-1 UNITEDHEALTH GROUP cs 91324P102 18,245 0 0.00 3,122 0.00 0.1001
2022-09-06 2022-03-31 13F/A-1 UNITEDHEALTH GROUP cs 91324P102 18,245 4,737 35.07 3,122 -54.48 0.1001
2022-08-08 2022-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 13,573 65 2,309 0.0471
2022-01-12 2021-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 13,508 2,071 18.11 6,859 53.38 0.1340
2021-10-06 2021-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,437 -331 -2.81 4,472 -4.97 0.0895
2021-07-13 2021-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,768 356 3.12 4,706 10.68 0.0974
2021-04-30 2021-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,412 487 4.46 4,252 10.79 0.0827
2021-01-25 2020-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 10,925 65 0.60 3,838 13.38 0.1556
2020-10-29 2020-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 10,860 455 4.37 3,385 12.38 0.2021
2020-08-05 2020-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 10,405 -4,800 -31.57 3,012 -22.69 0.2387
2020-05-12 2020-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 15,205 1,141 8.11 3,896 -6.37 0.3932
2020-01-17 2019-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 14,064 2,766 24.48 4,161 70.74 0.3128
2019-11-07 2019-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 11,298 7,249 179.03 2,437 143.94 0.1633
2019-05-15 2019-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 4,049 -9,209 -69.46 999 -69.40 0.1364
2019-06-03 2018-12-31 13F/A-10 UNITEDHEALTH GROUP Stock 91324P102 13,258 -3,746 -22.03 3,265 -27.83 0.1990
2019-01-23 2018-12-31 13F UNITEDHEALTH GROUP Stock 91324P102 13,258 -3,746 3,265 0.1990
2019-06-03 2018-09-30 13F/A-9 UNITEDHEALTH GROUP Stock 91324P102 17,004 1,985 13.22 4,524 22.77 0.1844
2018-10-25 2018-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 17,004 1,985 4,524 0.1844
2019-06-03 2018-06-30 13F/A-8 UNITEDHEALTH GROUP Stock 91324P102 15,019 -1,962 -11.55 3,685 -1.58 0.1550
2018-08-07 2018-06-30 13F UNITEDHEALTH GROUP Stock 91324P102 15,019 -26,791 3,685
2019-06-03 2018-03-31 13F/A-7 UNITEDHEALTH GROUP INC COM Stock 91324P102 16,981 0 0.00 3,744 0.00 0.1697
2018-05-09 2018-03-31 13F UNITEDHEALTH GROUP Stock 91324P102 14,794 -29,660 3,166
2019-06-03 2017-12-31 13F/A-6 UNITEDHEALTH GROUP INC COM Stock 91324P102 16,981 -8,422 -33.15 3,744 -24.74 0.1697
2018-01-24 2017-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 16,981 -8,422 3,744
2017-10-30 2017-09-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 25,403 -703 -2.69 4,975 2.77 0.1975
2019-06-03 2017-06-30 13F/A-5 UNITEDHEALTH GROUP INC COM Stock 91324P102 26,106 463 1.81 4,841 15.10 0.2052
2017-07-31 2017-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 26,106 463 4,841
2019-06-03 2017-03-31 13F/A-4 UNITEDHEALTH GROUP INC COM Stock 91324P102 25,643 79 0.31 4,206 2.81 0.1832
2017-04-26 2017-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 25,643 79 4,206
2019-06-03 2016-12-31 13F/A-3 UNITEDHEALTH GROUP INC COM Stock 91324P102 25,564 5,303 26.17 4,091 44.20 0.1974
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 25,564 5,303 4,091
2016-11-04 2016-09-30 13F UNITEDHEALTH GROUP Stock 91324P102 20,261 420 2.12 2,837 1.25 0.1475
2019-06-03 2016-06-30 13F/A-2 UNITEDHEALTH GROUP INC COM Stock 91324P102 19,841 15,792 390.02 2,802 180.48 0.1564
2016-08-22 2016-06-30 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 19,841 15,792 2,802
2019-06-03 2016-03-31 13F/A-1 UNITEDHEALTH GROUP Stock 91324P102 4,049 -15,443 -79.23 999 -56.43 0.1364
2016-05-02 2016-03-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 20,903 1,411 2,695
2016-02-11 2015-12-31 13F UNITEDHEALTH GROUP INC COM Stock 91324P102 19,492 19,492 2,293 0.1539
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.