UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q2 2026
Institutional positions in UnitedHealth Group Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,395
- +386 vs. Q1 2026
- Shares held
- 785.6M
- +41.8M (+5.6%) vs. Q1 2026
- Total value
- $325.1B
- +$123.9B (+61.6%) vs. Q1 2026
- New holders
- 527
- 1,313 more added
- Sold out
- 141
- 1,269 more reduced
46 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Custos Family Office, LLC | 1,296 | $538.8K | 0.32% | +45+3.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,297 | $539.0K | 0.06% | +49+3.9% | Added |
| E-Wealth Partners, LLC | 1,297 | $539.1K | 0.39% | +59+4.8% | Added |
| Strategic Wealth Partners, Ltd. | 1,298 | $539.4K | 0.03% | −16−1.2% | Reduced |
| Lansing Street Advisors | 1,300 | $540.4K | 0.12% | +3+0.2% | Added |
| Washington Capital Management Inc | 1,305 | $542.4K | 0.36% | −20−1.5% | Reduced |
| Stonekeep Investments, LLC | 1,307 | $543.0K | 0.32% | +117+9.8% | Added |
| Maridea Wealth Management LLC | 1,309 | $544.0K | 0.06% | +1,309 | New |
| Womack Financial LLC | 1,310 | $544.5K | 0.36% | −83−6.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,310 | $544.5K | 0.12% | −6−0.5% | Reduced |
| DT Investment Partners, LLC | 1,310 | $544.5K | 0.04% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,312 | $545.4K | 0.11% | +1,312 | New |
| Evergreen Wealth Solutions, LLC | 1,367 | $545.5K | 0.03% | +433+46.4% | Added |
| Northside Capital Management, LLC | 1,313 | $545.7K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,313 | $545.7K | 0.02% | +424+47.7% | Added |
| Oakmont Investment Advisors, Inc. | 1,314 | $546.4K | 0.38% | +1,314 | New |
| Octavia Wealth Advisors, LLC | 1,317 | $547.2K | 0.05% | −2−0.2% | Reduced |
| Swiss Re Ltd | 1,319 | $548.2K | 0.05% | +1,212+1,132.7% | Added |
| Forum Financial Management, LP | 1,323 | $549.7K | 0.01% | +20+1.5% | Added |
| Wealth Management Associates, Inc. | 1,328 | $551.8K | 0.15% | +4+0.3% | Added |
| Measured Wealth Private Client Group, LLC | 1,331 | $553.2K | 0.13% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,331 | $553.3K | 0.14% | −16−1.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,333 | $553.9K | 0.03% | +11+0.8% | Added |
| Prairiewood Capital, LLC | 1,337 | $555.6K | 0.14% | 00.0% | Unchanged |
| First Financial Corp | 1,338 | $556.1K | 0.19% | −8−0.6% | Reduced |
| Clarus Wealth Advisors | 1,310 | $557.5K | 0.21% | −194−12.9% | Reduced |
| BCS Wealth Management | 1,342 | $557.8K | 0.10% | −71−5.0% | Reduced |
| Terry L. Blaker | 1,342 | $557.8K | 0.02% | −25−1.8% | Reduced |
| Westwood Holdings Group Inc. | 1,345 | $559.0K | 0.00% | +1,345 | New |
| Winch Advisory Services, LLC | 1,345 | $559.2K | 0.12% | −189−12.3% | Reduced |
| Birinyi Associates Inc | 1,350 | $561.0K | 0.13% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,357 | $564.0K | 0.26% | +347+34.4% | Added |
| Retirement Planning Group, LLC | 1,359 | $564.7K | 0.31% | −279−17.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,359 | $564.8K | 0.07% | +34+2.6% | Added |
| Buttonwood Financial Advisors Inc. | 1,365 | $567.5K | 0.17% | −30−2.2% | Reduced |
| Gould Asset Management LLC | 1,367 | $568.2K | 0.09% | +1,367 | New |
| Olistico Wealth, LLC | 1,369 | $569.0K | 0.24% | +273+24.9% | Added |
| Provident Investment Management, Inc. | 1,371 | $569.8K | 0.06% | −30−2.1% | Reduced |
| Phillip James Consulting Co. | 1,373 | $570.4K | 0.45% | −186−11.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,374 | $571.1K | 0.11% | +4+0.3% | Added |
| Secured Retirement Advisors, LLC | 1,374 | $571.1K | 0.29% | −2,652−65.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,386 | $572.1K | 0.34% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,377 | $572.4K | 0.26% | +268+24.2% | Added |
| Wedge Capital Management L L P | 1,378 | $572.7K | 0.01% | −13,450−90.7% | Reduced |
| Fiduciary Group LLC | 1,378 | $572.7K | 0.04% | +11+0.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,378 | $572.9K | 0.15% | +40+3.0% | Added |
| Brucke Financial, Inc. | 1,379 | $573.3K | 0.25% | +45+3.4% | Added |
| AGH Wealth Advisors, LLC | 1,382 | $574.4K | 0.36% | +38+2.8% | Added |
| Legacy Advisors, LLC | 1,384 | $575.3K | 0.05% | +297+27.3% | Added |
| Lynx Investment Advisory | 1,385 | $575.7K | 0.19% | +1,385 | New |
| Wealth Group Ltd | 1,387 | $576.5K | 0.11% | −204−12.8% | Reduced |
| Mindset Wealth Management, LLC | 1,388 | $577.0K | 0.11% | −192−12.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,392 | $578.6K | 0.14% | +89+6.8% | Added |
| Brady Martz Wealth Solutions, LLC | 1,392 | $578.7K | 0.09% | +500+56.1% | Added |
| First City Capital Management, Inc. | 1,393 | $579.0K | 0.28% | −6−0.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,393 | $579.0K | 0.22% | +386+38.3% | Added |
| General Partner, Inc. | 1,396 | $580.2K | 0.31% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,397 | $580.4K | 0.27% | +13+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 1,400 | $582.0K | 0.13% | −208−12.9% | Reduced |
| GTS Securities LLC | 1,405 | $584.0K | 0.01% | −3,727−72.6% | Reduced |
| Discipline Wealth Solutions, LLC | 1,405 | $584.0K | 0.05% | +11+0.8% | Added |
| Summit Financial Strategies, Inc. | 1,406 | $584.3K | 0.04% | −1−0.1% | Reduced |
| Forefront Analytics, LLC | 1,409 | $585.8K | 0.64% | −574−28.9% | Reduced |
| Puzo Michael J | 1,415 | $588.1K | 0.15% | −10,087−87.7% | Reduced |
| Alpha Financial Advisors, LLC | 1,418 | $589.4K | 0.16% | −41−2.8% | Reduced |
| Better Way Financial, LLC | 1,420 | $590.6K | 0.50% | +1,420 | New |
| J. Derek Lewis & Associates Inc. | 1,422 | $590.9K | 0.11% | −310−17.9% | Reduced |
| Persistent Asset Partners Ltd | 1,427 | $593.1K | 0.19% | +1,427 | New |
| SHP Wealth Management | 1,429 | $593.8K | 0.04% | −726−33.7% | Reduced |
| Lantz Financial LLC | 1,431 | $594.9K | 0.11% | +132+10.2% | Added |
| Delta Investment Management, LLC | 1,432 | $595.0K | 0.10% | +1,432 | New |
| Silver Oak Securities, Inc | 1,438 | $597.5K | 0.04% | −442−23.5% | Reduced |
| Lighthouse Financial LLC | 1,441 | $598.9K | 0.31% | −901−38.5% | Reduced |
| Moran Wealth Management, LLC | 1,446 | $601.0K | 0.02% | +391+37.1% | Added |
| FSB Premier Wealth Management, Inc. | 1,449 | $602.0K | 0.17% | −15−1.0% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,453 | $603.9K | 0.25% | −101−6.5% | Reduced |
| Regal Investment Advisors LLC | 1,453 | $603.9K | 0.03% | −578−28.5% | Reduced |
| Pinnacle Bancorp, Inc. | 1,456 | $605.2K | 0.16% | −523−26.4% | Reduced |
| Aspen Wealth Strategies, LLC | 1,457 | $605.4K | 0.29% | +68+4.9% | Added |
| Hamilton Point Investment Advisors, LLC | 1,457 | $605.6K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,457 | $605.6K | 0.03% | −1,157−44.3% | Reduced |
| SGL Investment Advisors, Inc. | 1,482 | $605.8K | 0.21% | −873−37.1% | Reduced |
| Fell Capital Management | 1,458 | $606.0K | 0.51% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 1,453 | $608.0K | 0.06% | +75+5.4% | Added |
| Ames National Corp | 1,471 | $611.4K | 0.34% | −45−3.0% | Reduced |
| GSB Wealth Management, LLC | 1,476 | $613.3K | 0.12% | +13+0.9% | Added |
| Laurel Oak Wealth Management, LLC | 1,476 | $613.5K | 0.09% | +81+5.8% | Added |
| Malaga Cove Capital, LLC | 1,478 | $614.3K | 0.20% | −35−2.3% | Reduced |
| Buska Wealth Management, LLC | 1,478 | $614.3K | 0.22% | −14−0.9% | Reduced |
| Gratus Wealth Advisors, LLC | 1,479 | $614.7K | 0.08% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,484 | $616.8K | 0.41% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,485 | $617.3K | 0.03% | −394−21.0% | Reduced |
| Thomasville National Bank | 1,488 | $618.5K | 0.03% | +1,488 | New |
| Verus Capital Partners, LLC | 1,489 | $619.0K | 0.03% | +97+7.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,490 | $619.2K | 0.14% | +1,490 | New |
| Sandro Wealth Management LLC | 1,494 | $620.8K | 0.45% | +152+11.3% | Added |
| Flatrock Wealth Partners LLC | 1,494 | $621.1K | 0.24% | +255+20.6% | Added |
| Sax Wealth Advisors, LLC | 2,300 | $622.3K | 0.03% | +1,617+236.7% | Added |
| Axis Wealth Partners, LLC | 1,498 | $622.4K | 0.30% | −54−3.5% | Reduced |
| Trueblood Wealth Management, LLC | 1,499 | $623.0K | 0.22% | +30+2.0% | Added |