UnitedHealth 그룹 통합
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionBokf, Na
Latest Disclosed Ownership34,133 shares
Latest Disclosed Value $ 9,236,049
Bokf, Na reports 6.31% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 34,133 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $9,236,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 36,432 shares of UnitedHealth Group Incorporated. This represents a change in shares of -6.31% 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)
2026-05-08 2026-03-31 13F UNITEDHEALTH GROUP common 91324P102 34,133 -2,299 -6.31 9,236 -23.20 0.1088
2026-02-03 2025-12-31 13F UNITEDHEALTH GROUP common 91324P102 36,432 -7,366 -16.82 12,027 -20.48 0.1841
2025-11-13 2025-09-30 13F UNITEDHEALTH GROUP common 91324P102 43,798 -4,082 -8.53 15,123 1.25 0.2275
2025-08-12 2025-06-30 13F UNITEDHEALTH GROUP common 91324P102 47,880 -11,915 -19.93 14,937 -52.30 0.2419
2025-05-13 2025-03-31 13F UNITEDHEALTH GROUP common 91324P102 59,795 590 1.00 31,318 1.59 0.5538
2025-02-14 2024-12-31 13F UNITEDHEALTH GROUP common 91324P102 59,205 -5,760 -8.87 30,827 -19.95 0.5208
2024-11-14 2024-09-30 13F UNITEDHEALTH GROUP common 91324P102 64,965 -1,252 -1.89 38,508 14.20 0.6833
2024-08-08 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 66,217 1,857 2.89 33,722 6.99 0.6053
2024-05-15 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 64,360 -9,167 -12.47 31,517 -18.58 0.5739
2024-02-14 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 73,527 -2,020 -2.67 38,710 -4.33 0.7580
2023-11-14 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 75,547 -3,083 -3.92 40,460 7.06 0.8917
2023-08-21 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 78,630 -1,997 -2.48 37,793 -0.82 0.7697
2023-05-11 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 80,627 -16,878 -17.31 38,104 -26.29 0.7974
2023-02-13 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 97,505 -1,167 -1.18 51,695 3.73 0.9540
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 98,672 11,168 12.76 49,834 10.88 1.0084
2022-08-11 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 87,504 3,874 4.63 44,945 5.38 0.8616
2022-05-13 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 83,630 -3,416 -3.92 42,649 -2.43 0.7028
2022-03-11 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 87,046 2,546 3.01 43,709 32.38 0.6763
2021-11-10 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 84,500 1,327 1.60 33,018 6.70 0.5677
2021-04-21 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 83,173 -3,025 -3.51 30,946 2.38 0.5628
2021-02-12 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 86,198 2,583 3.09 30,228 15.95 0.5768
2020-10-30 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 83,615 -3,102 -3.58 26,069 1.92 0.5727
2020-08-12 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 86,717 3,329 3.99 25,577 23.00 0.6016
2020-05-13 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 83,388 9,532 12.91 20,795 -4.22 0.5991
2020-02-12 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 73,856 -769 -1.03 21,712 33.88 0.4907
2019-11-13 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 74,625 -577 -0.77 16,217 -11.62 0.3906
2019-08-14 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 75,202 -5,603 -6.93 18,350 -8.16 0.4408
2019-05-15 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 80,805 1,850 2.34 19,980 1.58 0.4783
2019-02-13 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 78,955 -6,642 -7.76 19,669 -13.63 0.5627
2018-11-13 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 85,597 -3,151 -3.55 22,772 4.59 0.5716
2018-08-13 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 88,748 15,759 21.59 21,773 39.39 0.5860
2018-05-14 2018-03-31 13F UNITEDHEALTH GROUP COM 91324P102 72,989 -183 -0.25 15,620 -3.17 0.4436
2018-02-14 2017-12-31 13F UNITEDHEALTH GROUP COM 91324P102 73,172 -7,524 -9.32 16,131 2.07 0.4443
2017-11-14 2017-09-30 13F UNITEDHEALTH GROUP COM 91324P102 80,696 188 0.23 15,804 5.87 0.4588
2017-08-14 2017-06-30 13F UNITEDHEALTH GROUP COM 91324P102 80,508 -440 -0.54 14,928 12.44 0.4696
2017-05-15 2017-03-31 13F UNITEDHEALTH GROUP COM 91324P102 80,948 2,464 3.14 13,277 5.70 0.4143
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP COM 91324P102 78,484 -3,582 -4.36 12,561 9.33 0.4133
2016-11-10 2016-09-30 13F UNITEDHEALTH GROUP COM 91324P102 82,066 -12,658 -13.36 11,489 -14.10 0.3803
2016-08-12 2016-06-30 13F UNITEDHEALTH GROUP COM 91324P102 94,724 951 1.01 13,375 10.65 0.4713
2016-05-13 2016-03-31 13F UNITEDHEALTH GROUP COM 91324P102 93,773 2,822 3.10 12,088 12.98 0.4369
2016-02-09 2015-12-31 13F UNITEDHEALTH GROUP COM 91324P102 90,951 2,302 2.60 10,699 4.04 0.3868
2015-11-13 2015-09-30 13F UNITEDHEALTH GROUP COM 91324P102 88,649 210 0.24 10,284 -4.69 0.3870
2015-08-13 2015-06-30 13F UNITEDHEALTH GROUP COM 91324P102 88,439 9,083 11.45 10,790 14.95 0.3663
2015-05-14 2015-03-31 13F UNITEDHEALTH GROUP COM 91324P102 79,356 7,552 10.52 9,387 29.33 0.3160
2015-02-12 2014-12-31 13F UNITEDHEALTH GROUP COM 91324P102 71,804 -9,045 -11.19 7,258 4.09 0.2505
2014-11-13 2014-09-30 13F UNITEDHEALTH GROUP COM 91324P102 80,849 5,944 7.94 6,973 13.88 0.2331
2014-08-14 2014-06-30 13F UNITEDHEALTH GROUP COM 91324P102 74,905 -17,218 -18.69 6,123 -18.93 0.1965
2014-05-14 2014-03-31 13F UNITEDHEALTH GROUP COM 91324P102 92,123 11,578 14.37 7,553 24.53 0.2503
2014-02-14 2013-12-31 13F UNITEDHEALTH GROUP COM 91324P102 80,545 1,565 1.98 6,065 7.23 0.2032
2013-11-12 2013-09-30 13F UNITEDHEALTH GROUP COM 91324P102 78,980 6,192 8.51 5,656 18.67 0.2054
2013-08-14 2013-06-30 13F UNITEDHEALTH GROUP COM 91324P102 72,788 72,788 4,766 0.1801
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.