UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionCX Institutional
Latest Disclosed Ownership29,194 shares
Latest Disclosed Value $ 7,900
CX Institutional reports 346.05% increase in ownership of UNH / UnitedHealth Group Incorporated

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 29,194 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $7,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,545 shares of UnitedHealth Group Incorporated. This represents a change in shares of 346.05% 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)
2026-04-06 2026-03-31 13F UNITEDHEALTH GRP COM 91324P102 29,194 22,649 346.05 8 250.00 0.2410
2026-02-02 2025-12-31 13F UNITEDHEALTH GRP COM 91324P102 6,545 -664 -9.21 2 0.00 0.0645
2025-10-23 2025-09-30 13F UNITEDHEALTH GRP COM 91324P102 7,209 -13,196 -64.67 2 -66.67 0.0756
2025-07-16 2025-06-30 13F/A-1 UNITEDHEALTH GRP COM 91324P102 20,405 3,840 23.18 6 -25.00 0.2220
2025-07-11 2025-06-30 13F UNITEDHEALTH GRP COM 91324P102 20,405 3,840 6 0.2210
2025-04-15 2025-03-31 13F UNITEDHEALTH GRP COM 91324P102 16,565 5,712 52.63 9 -99.85 0.3275
2025-01-21 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 10,853 103 0.96 5,490 -12.65 0.2180
2024-10-11 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 10,750 -10,691 -49.86 6,285 -42.43 0.2791
2024-07-11 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 21,441 593 2.84 10,919 5.87 0.5125
2024-04-15 2024-03-31 13F UnitedHealth Group COM 91324P102 20,848 1,564 8.11 10,314 1.59 0.4971
2024-01-12 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 19,284 -422 -2.14 10,153 2.18 0.5428
2023-10-18 2023-09-30 13F UnitedHealth Group COM 91324P102 19,706 -2,844 -12.61 9,936 -8.33 0.5472
2023-07-26 2023-06-30 13F UNITEDHEALTH GROUP INC COM COM 91324P102 22,550 1,486 7.05 10,838 5.36 0.5613
2023-05-04 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 21,064 9,467 81.63 10,287 67.32 0.5477
2023-02-03 2022-12-31 13F UNITEDHEALTH GROUP INC COM COM 91324P102 11,597 974 9.17 6,149 14.59 0.3736
2022-11-04 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 10,623 4,160 64.37 5,365 61.65 0.3724
2022-08-02 2022-06-30 13F UNITEDHEALTH GRP COM 91324P102 6,463 404 6.67 3,319 7.41 0.2505
2022-05-09 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 6,059 -6,396 -51.35 3,090 -50.59 0.2474
2022-01-18 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 12,455 1,057 9.27 6,254 40.41 0.4973
2021-11-10 2021-09-30 13F UNITEDHEALTH GRP COM 91324P102 11,398 -87 -0.76 4,454 -3.15 0.3639
2021-08-04 2021-06-30 13F UNITEDHEALTH GRP COM 91324P102 11,485 -5,399 -31.98 4,599 -26.79 0.3778
2021-04-15 2021-03-31 13F UNITEDHEALTH GRP COM 91324P102 16,884 -6,561 -27.98 6,282 -23.60 0.5615
2021-01-12 2020-12-31 13F UNITEDHEALTH GRP COM 91324P102 23,445 -2,043 -8.02 8,222 3.47 0.7919
2020-10-13 2020-09-30 13F UNITEDHEALTH GRP COM 91324P102 25,488 5,009 24.46 7,946 31.69 0.8576
2020-08-06 2020-06-30 13F UNITEDHEALTH GRP COM 91324P102 20,479 2,174 11.88 6,034 32.18 0.7929
2020-04-29 2020-03-31 13F UNITEDHEALTH GRP COM 91324P102 18,305 8,488 86.46 4,565 58.18 0.7447
2020-01-21 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 9,817 1,271 14.87 2,886 55.41 0.5037
2019-10-10 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 8,546 7,469 693.50 1,857 606.08 0.3001
2019-07-17 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,077 366 51.48 263 49.43 0.0417
2019-04-03 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 711 389 120.81 176 120.00 0.0310
2019-01-14 2018-12-31 13F UNITEDHEALTH GRP COM 91324P102 322 266 475.00 80 433.33 0.0169
2018-10-09 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 56 0 0.00 15 7.14 0.0050
2018-07-12 2018-06-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 56 56 14 0.0052
2018-07-12 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 15 3
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.