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 |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 1,957 | $813.4K | 0.36% | +775+65.6% | Added |
| HCR Wealth Advisors | 1,957 | $813.8K | 0.07% | +20+1.0% | Added |
| Flow Traders U.S. LLC | 1,966 | $817.0K | 0.03% | −732−27.1% | Reduced |
| RKL Wealth Management LLC | 1,971 | $819.2K | 0.07% | −301−13.2% | Reduced |
| Lauer Wealth, LLC | 1,927 | $819.3K | 0.56% | −68−3.4% | Reduced |
| Lifelong Wealth Advisors, Inc. | 1,975 | $820.9K | 0.19% | +526+36.3% | Added |
| Lebenthal Global Advisors, LLC | 1,980 | $822.9K | 0.11% | −1,583−44.4% | Reduced |
| Formidable Asset Management, LLC | 3,045 | $824.1K | 0.13% | −940−23.6% | Reduced |
| Sawgrass Asset Management LLC | 1,984 | $824.7K | 0.11% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,985 | $824.9K | 0.10% | +112+6.0% | Added |
| Bingham Private Wealth, LLC | 1,987 | $825.9K | 0.57% | +414+26.3% | Added |
| Westbourne Investment Advisors, Inc. | 1,994 | $828.8K | 0.23% | −536−21.2% | Reduced |
| Corsicana & Co. | 1,996 | $829.6K | 0.40% | +1,973+8,578.3% | Added |
| Xxi Wealth, LLC | 1,997 | $830.1K | 0.38% | +662+49.6% | Added |
| Fox Run Management, L.L.C. | 1,999 | $830.8K | 0.14% | +1,999 | New |
| Aspire Growth Partners LLC | 1,999 | $831.0K | 0.48% | +409+25.7% | Added |
| Dorato Capital Management | 1,964 | $834.0K | 0.57% | 00.0% | Unchanged |
| Keystone Financial Group | 2,007 | $834.4K | 0.05% | +167+9.1% | Added |
| Bigelow Investment Advisors, LLC | 2,012 | $836.2K | 0.30% | −53−2.6% | Reduced |
| Forty-three Eighteen Advisors, LLC | 2,019 | $839.2K | 0.56% | +2,019 | New |
| Cornerstone Wealth Management, LLC | 2,021 | $840.0K | 0.04% | −72−3.4% | Reduced |
| Klingman & Associates, LLC | 2,021 | $840.0K | 0.04% | +155+8.3% | Added |
| Ballast Advisors LLC | 2,024 | $841.2K | 0.20% | +910+81.7% | Added |
| Massachusetts Financial Services Co | 2,026 | $842.1K | 0.00% | +2,026 | New |
| Okabena Investment Services Inc | 2,031 | $844.1K | 0.15% | −29−1.4% | Reduced |
| McLean Asset Management Corp | 2,041 | $845.8K | 0.11% | +90+4.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,040 | $847.9K | 0.08% | +18+0.9% | Added |
| Fort Point Capital Partners LLC | 2,042 | $848.7K | 0.09% | −115−5.3% | Reduced |
| Bell Bank | 2,043 | $849.1K | 0.03% | +77+3.9% | Added |
| Strategic Blueprint, LLC | 2,044 | $849.7K | 0.04% | −188−8.4% | Reduced |
| Chatham Capital Group, Inc. | 2,047 | $850.8K | 0.11% | −344−14.4% | Reduced |
| Patten Group, Inc. | 2,052 | $852.9K | 0.13% | −464−18.4% | Reduced |
| 55 North Private Wealth, LLC | 2,055 | $854.1K | 0.17% | +128+6.6% | Added |
| Yoffe Investment Management, LLC | 2,058 | $855.5K | 0.98% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,059 | $856.0K | 0.02% | −648−23.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,060 | $856.2K | 0.01% | −620−23.1% | Reduced |
| Legacy Wealth Advisors, LLC | 2,061 | $856.6K | 0.37% | +456+28.4% | Added |
| BOK Financial Private Wealth, Inc. | 2,062 | $857.0K | 0.04% | −352−14.6% | Reduced |
| Romano Brothers and Company | 2,069 | $859.9K | 0.09% | −9−0.4% | Reduced |
| Spirepoint Private Client, LLC | 2,069 | $860.0K | 0.07% | −13−0.6% | Reduced |
| Burns Matteson Capital Management, LLC | 2,070 | $860.3K | 0.27% | +212+11.4% | Added |
| Patrick M Sweeney & Associates, Inc | 2,072 | $861.2K | 0.49% | +65+3.2% | Added |
| Northbridge Financial Group, LLC | 2,075 | $862.5K | 0.33% | −92−4.2% | Reduced |
| Certified Advisory Corp | 2,078 | $863.7K | 0.07% | +54+2.7% | Added |
| Cardiff Park Advisors, LLC | 2,084 | $866.1K | 0.07% | −165−7.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,090 | $868.8K | 0.07% | +148+7.6% | Added |
| Wilson & Boucher Capital Management, LLC | 2,095 | $870.8K | 0.51% | −100−4.6% | Reduced |
| Bradyco, Inc. | 2,099 | $872.4K | 1.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,106 | $875.3K | 0.21% | −208−9.0% | Reduced |
| Waterfront Wealth Inc. | 2,066 | $877.3K | 0.14% | +254+14.0% | Added |
| Intesa Sanpaolo Wealth Management | 2,112 | $877.8K | 0.18% | +1,688+398.1% | Added |
| Broderick Brian C | 2,112 | $877.8K | 0.14% | −3,174−60.0% | Reduced |
| Wallace Capital Management Inc. | 2,119 | $880.7K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 2,121 | $881.6K | 0.25% | −24−1.1% | Reduced |
| Advisory Research Inc | 2,124 | $882.8K | 0.09% | −10.0% | Reduced |
| Sym Financial Corp | 2,127 | $884.2K | 0.07% | −656−23.6% | Reduced |
| Coastal Bridge Advisors, LLC | 2,128 | $884.2K | 0.05% | −57−2.6% | Reduced |
| Twelve Points Wealth Management LLC | 2,130 | $885.3K | 0.18% | −341−13.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,131 | $885.5K | 0.06% | +49+2.4% | Added |
| Financial Security Advisor, Inc. | 2,139 | $889.0K | 0.14% | +207+10.7% | Added |
| Taylor Hoffman Capital Management LLC | 2,141 | $889.9K | 0.22% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2,141 | $890.5K | 0.22% | +151+7.6% | Added |
| Beese Fulmer Investment Management, Inc. | 2,143 | $890.6K | 0.05% | +339+18.8% | Added |
| Oxbow Advisors, LLC | 2,153 | $894.9K | 0.07% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,155 | $895.7K | 0.08% | +1,860+630.5% | Added |
| Financial Planning Navigators CORP | 2,156 | $896.1K | 0.34% | +2,156 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,158 | $896.9K | 0.22% | −155−6.7% | Reduced |
| Doliver Advisors, LP | 2,159 | $897.3K | 0.20% | −22−1.0% | Reduced |
| KG&L Capital Management,LLC | 2,164 | $899.4K | 0.54% | +77+3.7% | Added |
| Cornerstone Advisory, LLC | 2,167 | $900.6K | 0.07% | −396−15.5% | Reduced |
| Pettee Investors, Inc. | 2,168 | $901.1K | 0.44% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,170 | $902.0K | 0.56% | +51+2.4% | Added |
| Finer Wealth Management, Inc. | 2,175 | $904.0K | 0.40% | −19−0.9% | Reduced |
| Redwood Family Wealth LLC | 2,182 | $906.9K | 0.80% | +11+0.5% | Added |
| XY Planning Network, Inc. | 2,184 | $908.0K | 0.11% | +1,412+182.9% | Added |
| Grandview Asset Management LLC | 2,186 | $908.5K | 0.23% | +221+11.2% | Added |
| Garrison Point Advisors, LLC | 2,187 | $909.0K | 0.37% | −274−11.1% | Reduced |
| Herold Advisors, Inc. | 2,193 | $910.0K | 0.18% | −136−5.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,190 | $910.2K | 0.01% | +35+1.6% | Added |
| Collaborative Fund Advisors, LLC | 2,190 | $910.2K | 0.53% | +2,190 | New |
| Topsail Wealth Management, LLC | 2,202 | $915.2K | 0.12% | −274−11.1% | Reduced |
| CRA Financial Services, LLC | 2,207 | $917.3K | 0.11% | +173+8.5% | Added |
| SFMG, LLC | 2,207 | $917.5K | 0.06% | −31−1.4% | Reduced |
| Legacy Wealth Management, LLC | 2,208 | $917.7K | 0.24% | −1,700−43.5% | Reduced |
| Cercano Management LLC | 2,211 | $919.0K | 0.12% | −88,716−97.6% | Reduced |
| Fairvoy Private Wealth, LLC | 2,212 | $919.2K | 0.19% | +2,212 | New |
| AlphaStar Capital Management, LLC | 2,220 | $922.6K | 0.06% | +370+20.0% | Added |
| Altus Wealth Group LLC | 2,225 | $924.8K | 0.33% | +148+7.1% | Added |
| Independent Investors Inc | 2,230 | $926.9K | 0.18% | −350−13.6% | Reduced |
| Salvus Wealth Management, LLC | 2,232 | $927.8K | 0.52% | −222−9.0% | Reduced |
| LBMC Investment Advisors, LLC | 2,235 | $928.8K | 0.05% | +13+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 2,236 | $929.3K | 0.08% | +2,236 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,237 | $929.9K | 0.29% | +5+0.2% | Added |
| Kavar Capital Partners Group, LLC | 2,239 | $930.6K | 0.11% | +2+0.1% | Added |
| Virtue Asset Management LLC | 2,239 | $930.6K | 0.65% | +305+15.8% | Added |
| Cane Capital Partners, LLC | 2,247 | $933.9K | 0.38% | −631−21.9% | Reduced |
| Fca Corp | 2,247 | $933.9K | 0.23% | +2,247 | New |
| Patton Albertson Miller Group, LLC | 2,248 | $934.3K | 0.09% | −109−4.6% | Reduced |
| Harbor Group, Inc. | 2,250 | $935.4K | 0.11% | +12+0.5% | Added |
| Goepper Burkhardt LLC | 2,257 | $938.1K | 0.28% | −347−13.3% | Reduced |