UnitedHealth Group Incorporated
US ˙ NYSE ˙ US91324P1021

SecurityUNH / UnitedHealth Group Incorporated
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership6,212 shares
Latest Disclosed Value $ 1,680,905
Silvercrest Asset Management Group Llc reports 43.95% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 6,212 shares of UnitedHealth Group Incorporated (US:UNH) valued at $1,680,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,083 shares of UnitedHealth Group Incorporated. This represents a change in shares of -43.95% during the quarter. The current value of the position is $2,341,924 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)
2026-05-15 2026-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 6,212 -4,871 -43.95 1,681 -54.07 0.0121
2026-02-17 2025-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,083 -956 -7.94 3,659 -12.00 0.0251
2025-11-14 2025-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 12,039 -2,367 -16.43 4,157 -7.50 0.0275
2025-08-14 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 14,406 -31,971 -68.94 4,494 -81.50 0.0302
2025-05-15 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 46,377 7,581 19.54 24,290 23.77 0.1739
2025-02-14 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 38,796 12,550 47.82 19,625 27.89 0.1311
2024-11-14 2024-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 26,246 814 3.20 15,345 18.49 0.1044
2024-08-15 2024-06-30 13F/A-1 UNITEDHEALTH GROUP INC COM COM 91324P102 25,432 262 1.04 12,952 4.02 0.0888
2024-08-14 2024-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 50,864 25,694 25,903 0.0592
2024-05-15 2024-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 25,170 7,308 40.91 12,452 32.42 0.0842
2024-02-14 2023-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 17,862 1,352 8.19 9,404 12.96 0.0665
2023-11-14 2023-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 16,510 -2,378 -12.59 8,324 -8.31 0.0632
2023-08-14 2023-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 18,888 2,393 14.51 9,078 16.46 0.0648
2023-05-15 2023-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 16,495 -182 -1.09 7,795 -11.83 0.0592
2023-02-14 2022-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 16,677 562 3.49 8,842 8.63 0.0680
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 16,115 -957 -5.61 8,139 -7.18 0.0669
2022-08-15 2022-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 17,072 -248 -1.43 8,769 -0.72 0.0667
2022-05-16 2022-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 17,320 -156 -0.89 8,833 0.66 0.0574
2022-02-14 2021-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 17,476 -17 -0.10 8,775 28.38 0.0556
2021-11-15 2021-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 17,493 997 6.04 6,835 3.47 0.0461
2021-08-16 2021-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 16,496 1,283 8.43 6,606 16.71 0.0433
2021-05-17 2021-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 15,213 2,814 22.70 5,660 30.17 0.0382
2021-02-16 2020-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 12,399 124 1.01 4,348 13.61 0.0317
2020-11-16 2020-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 12,275 852 7.46 3,827 13.59 0.0328
2020-08-14 2020-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,423 1,288 12.71 3,369 33.32 0.0299
2020-05-15 2020-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 10,135 734 7.81 2,527 -8.57 0.0271
2020-02-14 2019-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 9,401 -75 -0.79 2,764 34.24 0.0214
2019-11-14 2019-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 9,476 26 0.28 2,059 -10.71 0.0170
2019-08-14 2019-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 9,450 -378 -3.85 2,306 -5.10 0.0216
2019-05-15 2019-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 9,828 -196 -1.96 2,430 -2.68 0.0239
2019-02-14 2018-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 10,024 134 1.35 2,497 -5.09 0.0275
2018-11-14 2018-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 9,890 -1,570 -13.70 2,631 -6.40 0.0239
2018-08-14 2018-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,460 125 1.10 2,811 15.87 0.0263
2018-05-15 2018-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,335 -83 -0.73 2,426 -3.65 0.0236
2018-02-14 2017-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,418 253 2.27 2,518 15.13 0.0234
2017-11-14 2017-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,165 -700 -5.90 2,187 -0.59 0.0218
2017-08-14 2017-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,865 -109 -0.91 2,200 12.02 0.0236
2017-05-15 2017-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,974 -112 -0.93 1,964 1.55 0.0210
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 12,086 424 3.64 1,934 18.50 0.0217
2016-11-14 2016-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,662 165 1.44 1,632 0.55 0.0196
2016-08-15 2016-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,497 -30 -0.26 1,623 9.22 0.0206
2016-05-16 2016-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,527 140 1.23 1,486 10.90 0.0205
2016-02-16 2015-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,387 237 2.13 1,340 3.55 0.0186
2015-11-16 2015-09-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,150 0 0.00 1,294 -4.85 0.0197
2015-08-14 2015-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,150 8,780 370.46 1,360 385.71 0.0182
2015-05-15 2015-03-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 2,370 370 18.50 280 38.61 0.0040
2015-02-17 2014-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 2,000 2,000 202 0.0029
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.