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 |
|---|---|---|---|---|---|
| Michels Family Financial, LLC | 1,727 | $717.9K | 0.46% | −176−9.2% | Reduced |
| Saxon Interests, Inc. | 1,728 | $718.1K | 0.20% | −202−10.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 1,728 | $718.3K | 0.46% | +7+0.4% | Added |
| Northern Financial Advisors Inc | 1,737 | $722.0K | 0.48% | +35+2.1% | Added |
| Valtinson Bruner Financial Planning LLC | 1,738 | $722.3K | 0.18% | +23+1.3% | Added |
| Verum Partners LLC | 1,738 | $722.3K | 0.11% | +265+18.0% | Added |
| Summit Wealth Group, LLC | 1,740 | $723.2K | 0.15% | −50−2.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,741 | $723.6K | 0.03% | −215−11.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,745 | $725.3K | 0.01% | +50+2.9% | Added |
| Riversedge Advisors, LLC | 1,746 | $725.5K | 0.10% | +535+44.2% | Added |
| Hollencrest Capital Management | 1,746 | $725.7K | 0.05% | −133,903−98.7% | Reduced |
| BIP Wealth, LLC | 1,747 | $726.0K | 0.02% | +186+11.9% | Added |
| Rexford Capital Inc | 1,749 | $726.9K | 0.45% | +8+0.5% | Added |
| Blackhawk Capital Partners LLC. | 1,751 | $727.8K | 0.24% | −219−11.1% | Reduced |
| High Net Worth Advisory Group LLC | 1,751 | $728.0K | 0.15% | +6+0.3% | Added |
| Nabity-Jensen Investment Management Inc | 1,752 | $728.2K | 0.45% | −10−0.6% | Reduced |
| May Hill Capital, LLC | 1,753 | $728.6K | 0.15% | +338+23.9% | Added |
| Broadwater Capital Management LLC | 1,754 | $729.0K | 0.53% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,754 | $729.0K | 0.21% | +45+2.6% | Added |
| Agate Pass Investment Management, LLC | 1,756 | $729.8K | 0.27% | −15−0.8% | Reduced |
| One Degree Advisors Inc | 1,715 | $731.0K | 0.16% | +1,715 | New |
| CLG LLC | 1,765 | $733.7K | 0.16% | +72+4.3% | Added |
| Trust Co of the South | 1,767 | $734.4K | 0.10% | +23+1.3% | Added |
| MV Capital Management, Inc. | 1,778 | $739.0K | 0.07% | +236+15.3% | Added |
| Sierra Capital LLC | 1,779 | $739.4K | 0.07% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 1,780 | $739.8K | 0.37% | +22+1.3% | Added |
| Central Valley Advisors, LLC | 1,781 | $739.9K | 0.19% | −332−15.7% | Reduced |
| Vantus Wealth LLC | 1,782 | $740.7K | 0.40% | +1,782 | New |
| Wealth Management Partners, LLC | 1,782 | $741.2K | 0.17% | −15−0.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,785 | $741.7K | 0.17% | +164+10.1% | Added |
| Weinberger Asset Management, Inc | 1,791 | $742.0K | 0.24% | −64−3.5% | Reduced |
| Freedom Financial Partners LLC | 1,790 | $744.0K | 0.24% | +10+0.6% | Added |
| SmartHarvest Portfolios, LLC | 1,793 | $745.2K | 0.24% | +478+36.3% | Added |
| Tompkins Financial Corp | 1,793 | $745.2K | 0.05% | +500+38.7% | Added |
| Woodward Diversified Capital, LLC | 1,802 | $749.2K | 0.33% | +83+4.8% | Added |
| Enclave Advisors LLC | 1,805 | $750.0K | 0.10% | −1,242−40.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,810 | $752.3K | 0.08% | +139+8.3% | Added |
| Intrua Financial, LLC | 1,813 | $753.4K | 0.07% | +138+8.2% | Added |
| Capital Performance Advisors LLP | 1,815 | $754.3K | 0.05% | −1,204−39.9% | Reduced |
| Element Wealth, LLC | 1,817 | $755.0K | 0.28% | −8−0.4% | Reduced |
| Foundation Wealth Management, LLC | 1,820 | $756.4K | 0.23% | −24−1.3% | Reduced |
| Summitry LLC | 1,821 | $756.9K | 0.02% | +442+32.1% | Added |
| Presidio Capital Management, LLC | 1,822 | $757.3K | 0.19% | +1+0.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,822 | $757.3K | 0.35% | −12−0.7% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,824 | $758.1K | 0.48% | +1,824 | New |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $761.0K | 0.00% | 00.0% | Unchanged |
| First Growth Capital LLC | 1,831 | $761.0K | 0.58% | −171−8.5% | Reduced |
| First American Trust, FSB | 1,845 | $766.8K | 0.05% | −85−4.4% | Reduced |
| Diamant Asset Management, Inc. | 1,847 | $767.7K | 0.52% | −567,745−99.7% | Reduced |
| Lifeworks Advisors, LLC | 1,847 | $767.7K | 0.08% | −170−8.4% | Reduced |
| Keb Asset Management, LLC | 1,850 | $768.9K | 0.12% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,855 | $771.0K | 0.12% | −16−0.9% | Reduced |
| CCG Wealth Management, LLC | 1,858 | $772.2K | 0.18% | −357−16.1% | Reduced |
| Strategies Wealth Advisors, LLC | 1,869 | $776.9K | 0.07% | −10−0.5% | Reduced |
| Golden Reserve Retirement LLC | 1,873 | $778.6K | 0.12% | +786+72.3% | Added |
| Hodges Capital Management Inc. | 1,875 | $779.3K | 0.05% | +1,875 | New |
| Triumph Capital Management | 1,878 | $780.6K | 0.14% | −995−34.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,880 | $781.5K | 0.18% | −147−7.3% | Reduced |
| Summit Wealth Group LLC | 1,881 | $781.8K | 0.06% | +92+5.1% | Added |
| Medallion Wealth Advisors, LLC | 1,880 | $781.8K | 0.26% | −699−27.1% | Reduced |
| North Star Investment Management Corp. | 1,886 | $783.7K | 0.04% | +70+3.9% | Added |
| IPG Investment Advisors LLC | 1,887 | $784.3K | 0.11% | −237−11.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 1,888 | $784.7K | 0.18% | +1,888 | New |
| Golden State Wealth Management, LLC | 1,889 | $785.3K | 0.07% | +171+10.0% | Added |
| Odyssey Capital Advisors, Inc. | 1,891 | $785.9K | 0.56% | +296+18.6% | Added |
| Parisi Gray Wealth Management | 1,892 | $786.4K | 0.16% | +3+0.2% | Added |
| Teucrium Investment Advisors, LLC | 1,892 | $786.4K | 0.70% | +1,892 | New |
| Tortuga Wealth Management, Inc | 1,891 | $786.4K | 0.60% | −407−17.7% | Reduced |
| Tiemann Investment Advisors, LLC | 1,894 | $787.5K | 0.29% | +20+1.1% | Added |
| Syverson Strege & Co | 1,896 | $788.1K | 0.17% | −186−8.9% | Reduced |
| Narus Financial Partners, LLC | 1,897 | $788.6K | 0.20% | −21−1.1% | Reduced |
| Coco Enterprises, LLC | 1,846 | $789.0K | 0.40% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,900 | $789.5K | 0.11% | −1,055−35.7% | Reduced |
| Saber Capital Managment, LLC | 1,900 | $789.7K | 0.57% | −7,426−79.6% | Reduced |
| RBA Wealth Management, LLC | 1,902 | $790.5K | 0.29% | −559−22.7% | Reduced |
| WMS Group LLC | 1,904 | $791.4K | 1.02% | −45−2.3% | Reduced |
| WealthTrust Axiom LLC | 1,907 | $792.6K | 0.18% | −54−2.8% | Reduced |
| Northland Securities, Inc. | 1,910 | $793.9K | 0.46% | −330−14.7% | Reduced |
| Peak Asset Management, LLC | 1,912 | $794.7K | 0.12% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,913 | $794.9K | 0.49% | −427−18.2% | Reduced |
| Anchyra Partners LLC | 1,913 | $795.1K | 0.19% | +541+39.4% | Added |
| Founders Financial Securities LLC | 1,915 | $795.9K | 0.04% | −2,317−54.7% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 1,923 | $799.3K | 0.05% | +1,923 | New |
| Ignite Planners, LLC | 1,922 | $799.7K | 0.11% | +575+42.7% | Added |
| Lumbard & Kellner, LLC | 1,928 | $801.3K | 0.24% | −180−8.5% | Reduced |
| Prudent Man Advisors, LLC | 1,928 | $801.3K | 0.18% | +215+12.6% | Added |
| 1st Source Bank | 1,930 | $802.2K | 0.04% | −57−2.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,931 | $802.6K | 0.11% | +85+4.6% | Added |
| Secure Asset Management, LLC | 1,931 | $802.6K | 0.11% | −70−3.5% | Reduced |
| Ifrah Financial Services, Inc. | 1,931 | $802.8K | 0.20% | −8−0.4% | Reduced |
| First Interstate Bank | 1,932 | $803.0K | 0.04% | +162+9.2% | Added |
| Landing Point Financial Group, LLC | 1,938 | $805.5K | 0.27% | −14−0.7% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,940 | $806.2K | 0.69% | −37−1.9% | Reduced |
| Pacitti Group Inc. | 1,941 | $806.7K | 0.26% | +218+12.7% | Added |
| Westover Capital Advisors, LLC | 1,942 | $807.2K | 0.13% | −13−0.7% | Reduced |
| Breakwater Capital Group | 1,945 | $808.4K | 0.10% | −467−19.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,945 | $808.4K | 0.44% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,946 | $808.7K | 0.10% | −25−1.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,948 | $809.7K | 0.05% | −363−15.7% | Reduced |
| Baron Wealth Management LLC | 1,957 | $813.2K | 0.21% | +540+38.1% | Added |