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 |
|---|---|---|---|---|---|
| OneAscent Family Office, LLC | 2,262 | $940.2K | 0.47% | −323−12.5% | Reduced |
| Crews Bank & Trust | 2,262 | $940.2K | 0.12% | +205+10.0% | Added |
| Rooted Wealth Advisors, Inc. | 2,263 | $940.5K | 0.23% | −632−21.8% | Reduced |
| S&T Bank | 2,265 | $941.4K | 0.28% | −733−24.4% | Reduced |
| BSW Wealth Partners | 2,266 | $941.7K | 0.10% | −99−4.2% | Reduced |
| Mason & Associates Inc | 2,266 | $941.8K | 0.15% | −516−18.5% | Reduced |
| Drive Wealth Management, LLC | 2,268 | $942.5K | 0.17% | +557+32.6% | Added |
| Evernest Financial Advisors, LLC | 2,280 | $947.7K | 0.20% | +183+8.7% | Added |
| Caitong International Asset Management Co., Ltd | 2,284 | $949.3K | 0.13% | +2,284 | New |
| Johnson Financial Group, LLC | 2,285 | $949.7K | 0.05% | +1,415+162.6% | Added |
| Wealthcare Capital Partners, LLC | 2,285 | $949.8K | 0.39% | +70+3.2% | Added |
| AA Financial Advisors, LLC | 2,291 | $952.2K | 0.11% | +1,262+122.6% | Added |
| Prasad Wealth Partners, LLC | 2,291 | $952.4K | 0.23% | +9+0.4% | Added |
| CVA Family Office, LLC | 2,297 | $954.7K | 0.09% | +918+66.6% | Added |
| Fundamentun, LLC | 2,299 | $955.6K | 0.03% | +251+12.3% | Added |
| Journey Advisory Group, LLC | 2,310 | $960.1K | 0.07% | +2,310 | New |
| Basecamp Wealth Advisors LLC | 2,312 | $960.9K | 0.18% | +50+2.2% | Added |
| Richmond Brothers, Inc. | 2,313 | $961.4K | 0.50% | +2,313 | New |
| Sovereign Financial Group, Inc. | 2,317 | $963.2K | 0.15% | +118+5.4% | Added |
| Welch & Forbes LLC | 2,318 | $963.4K | 0.01% | +349+17.7% | Added |
| DF Dent & Co Inc | 2,319 | $963.8K | 0.02% | −199−7.9% | Reduced |
| SevenBridge Financial Group, LLC | 2,369 | $964.5K | 0.14% | −185−7.2% | Reduced |
| Essex Savings Bank | 2,325 | $966.3K | 0.21% | +30+1.3% | Added |
| Quadcap Wealth Management, LLC | 2,327 | $967.3K | 0.09% | +267+13.0% | Added |
| Financial Management Professionals, Inc. | 2,332 | $969.4K | 0.09% | +142+6.5% | Added |
| QTR Family Wealth, LLC | 2,332 | $969.4K | 0.34% | +450+23.9% | Added |
| Emerald Advisors, LLC | 2,339 | $972.3K | 0.12% | +1,052+81.7% | Added |
| KPP Advisory Services LLC | 2,341 | $972.8K | 0.12% | −4,070−63.5% | Reduced |
| Cravens & Co Advisors, LLC | 2,346 | $975.1K | 0.65% | −518−18.1% | Reduced |
| Allegheny Financial Group LTD | 2,346 | $975.4K | 0.10% | +237+11.2% | Added |
| LMCG Investments, LLC | 2,349 | $976.3K | 0.05% | +17+0.7% | Added |
| Sagewood Asset Management LP | 2,349 | $976.3K | 0.22% | +911+63.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,350 | $976.9K | 0.20% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,905 | $977.8K | 0.29% | +2,905 | New |
| Element Pointe Advisors, LLC | 2,353 | $978.0K | 0.16% | 00.0% | Unchanged |
| Elevation Wealth Management LLC | 2,361 | $981.2K | 0.73% | +177+8.1% | Added |
| Ironwood Investment Counsel, LLC | 2,363 | $982.5K | 0.13% | −182−7.2% | Reduced |
| Coign Capital Advisors LLC | 2,369 | $984.6K | 0.44% | −79−3.2% | Reduced |
| Root Financial Partners, LLC | 2,372 | $985.7K | 0.04% | +720+43.6% | Added |
| S.A. Mason LLC | 2,372 | $985.9K | 0.30% | +2,372 | New |
| Atlas Capital Advisors LLC | 2,375 | $987.1K | 0.11% | +273+13.0% | Added |
| Gamco Investors, Inc. Et Al | 2,385 | $991.3K | 0.01% | +188+8.6% | Added |
| Stableford Capital II LLC | 2,388 | $992.5K | 0.34% | +195+8.9% | Added |
| Camelot Portfolios, LLC | 2,396 | $995.8K | 0.71% | +5+0.2% | Added |
| Warren Street Wealth Advisors, LLC | 2,398 | $996.7K | 0.23% | +131+5.8% | Added |
| FNY Investment Advisers, LLC | 2,400 | $997.0K | 0.36% | +2,300+2,300.0% | Added |
| Victory Financial Group, LLC | 2,399 | $997.1K | 0.10% | −1,027−30.0% | Reduced |
| Rothschild Capital Partners, LLC | 2,400 | $997.5K | 0.21% | +2,400 | New |
| Activest Wealth Management | 2,407 | $1.00M | 0.19% | −1,447−37.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,410 | $1.00M | 0.16% | −390−13.9% | Reduced |
| Spinnaker Investment Group, LLC | 2,413 | $1.00M | 0.16% | +146+6.4% | Added |
| Morris Retirement Advisors, LLC | 2,421 | $1.01M | 0.37% | −386−13.8% | Reduced |
| Pictet Bank & Trust Ltd | 2,423 | $1.01M | 1.08% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,422 | $1.01M | 0.17% | +165+7.3% | Added |
| Sunflower Bank, N.A. | 2,426 | $1.01M | 0.24% | +215+9.7% | Added |
| Patron Partners Advisors, LLC | 2,428 | $1.01M | 0.39% | −142−5.5% | Reduced |
| Charter Trust Co | 2,430 | $1.01M | 0.05% | −25−1.0% | Reduced |
| LVM Capital Management Ltd | 2,440 | $1.01M | 0.08% | 00.0% | Unchanged |
| Jacobs Equity LLC | 2,443 | $1.02M | 0.70% | +450+22.6% | Added |
| Counterweight Ventures, LLC | 2,446 | $1.02M | 0.51% | −132−5.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,446 | $1.02M | 0.08% | +938+62.2% | Added |
| SC&H Financial Advisors, Inc. | 2,447 | $1.02M | 0.13% | +30+1.2% | Added |
| Tower Bridge Advisors | 2,447 | $1.02M | 0.09% | +182+8.0% | Added |
| Sims Investment Management, LLC | 2,448 | $1.02M | 0.31% | +187+8.3% | Added |
| Lakeshore Capital Group, Inc. | 2,454 | $1.02M | 0.75% | +24+1.0% | Added |
| Cypress Asset Management Inc | 2,459 | $1.02M | 0.20% | −542−18.1% | Reduced |
| Onefund, LLC | 2,473 | $1.03M | 0.58% | −17−0.7% | Reduced |
| Rossmore Private Capital | 2,474 | $1.03M | 0.08% | +190+8.3% | Added |
| Everpar Advisors LLC | 2,485 | $1.03M | 0.29% | +241+10.7% | Added |
| Continuum Advisory, LLC | 2,489 | $1.03M | 0.08% | −825−24.9% | Reduced |
| Arcus Capital Partners, LLC | 2,489 | $1.03M | 0.43% | −118−4.5% | Reduced |
| Granite Harbor Advisors, Inc. | 2,498 | $1.04M | 0.41% | −95−3.7% | Reduced |
| First Bank & Trust | 2,501 | $1.04M | 0.15% | −34−1.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,448 | $1.04M | 0.11% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,514 | $1.04M | 0.35% | −38−1.5% | Reduced |
| FourThought Financial Partners, LLC | 2,519 | $1.05M | 0.08% | +79+3.2% | Added |
| Uncommon Cents Investing LLC | 2,520 | $1.05M | 0.23% | +30+1.2% | Added |
| Childress Capital Advisors, LLC | 2,521 | $1.05M | 0.17% | +324+14.7% | Added |
| Brand Asset Management Group, Inc. | 2,523 | $1.05M | 0.23% | −35−1.4% | Reduced |
| DV Trading LLC | 2,528 | $1.05M | 0.09% | +2,528 | New |
| Baldwin Investment Management, LLC | 2,529 | $1.05M | 0.10% | −365−12.6% | Reduced |
| Atlantic Trust, LLC | 2,531 | $1.05M | 0.14% | −10.0% | Reduced |
| Centurion Wealth Management LLC | 2,543 | $1.06M | 0.25% | +60+2.4% | Added |
| Alpha Family Trust | 2,550 | $1.06M | 0.43% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,552 | $1.06M | 0.01% | −2,622−50.7% | Reduced |
| Verity & Verity, LLC | 2,558 | $1.06M | 0.07% | −373−12.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,564 | $1.06M | 0.11% | −2,754−51.8% | Reduced |
| Wrapmanager Inc | 2,565 | $1.07M | 0.33% | −57−2.2% | Reduced |
| Atlas Legacy Advisors, LLC | 2,660 | $1.07M | 0.16% | +611+29.8% | Added |
| Semus Wealth Partners LLC | 2,571 | $1.07M | 0.52% | −571−18.2% | Reduced |
| LPWM LLC | 2,576 | $1.07M | 0.24% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 2,579 | $1.07M | 0.16% | +141+5.8% | Added |
| PFW Advisors LLC | 2,580 | $1.07M | 0.31% | +13+0.5% | Added |
| Evolution Wealth Advisors, LLC | 2,584 | $1.07M | 0.13% | +2,584 | New |
| AAFMAA Wealth Management & Trust LLC | 2,585 | $1.07M | 0.38% | −6−0.2% | Reduced |
| Wellington Grp LLC | 2,586 | $1.07M | 0.28% | −73−2.7% | Reduced |
| Rockland Trust Co | 2,589 | $1.08M | 0.04% | +29+1.1% | Added |
| Advocate Investing Services LLC | 2,589 | $1.08M | 0.83% | −34−1.3% | Reduced |
| Zions Bancorporation, National Association | 2,592 | $1.08M | 0.06% | −113−4.2% | Reduced |
| Smith, Moore & Co. | 2,592 | $1.08M | 0.07% | +480+22.7% | Added |