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 |
|---|---|---|---|---|---|
| Cambient Family Office, LLC | 2,593 | $1.08M | 0.13% | +127+5.2% | Added |
| WealthPLAN Partners, LLC | 2,594 | $1.08M | 0.21% | +378+17.1% | Added |
| Hardy Reed LLC | 2,600 | $1.08M | 0.07% | −54−2.0% | Reduced |
| Baader Bank INC | 2,600 | $1.08M | 0.09% | +2,600 | New |
| ORBA Wealth Advisors, L.L.C. | 2,604 | $1.08M | 0.93% | −489−15.8% | Reduced |
| StoneX Group Inc. | 2,661 | $1.09M | 0.04% | +882+49.6% | Added |
| Buckhead Capital Management LLC | 2,626 | $1.09M | 0.37% | −13,228−83.4% | Reduced |
| Sun Financial Inc | 2,681 | $1.10M | 0.52% | +2,681 | New |
| American Money Management, LLC | 2,637 | $1.10M | 0.16% | +150+6.0% | Added |
| Todd Asset Management LLC | 2,641 | $1.10M | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,644 | $1.10M | 0.12% | +1,398+112.2% | Added |
| Beacon Financial Group | 2,644 | $1.10M | 0.10% | +137+5.5% | Added |
| Exeter Financial, LLC | 2,647 | $1.10M | 0.42% | +54+2.1% | Added |
| Wilian Securities, LLC | 2,648 | $1.10M | 0.65% | +1,420+115.6% | Added |
| TownSquare Capital, LLC | 2,649 | $1.10M | 0.20% | +311+13.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,653 | $1.10M | 0.17% | +94+3.7% | Added |
| Sunpointe, LLC | 2,658 | $1.10M | 0.31% | +172+6.9% | Added |
| Colonial River Wealth Management, LLC | 2,666 | $1.11M | 0.32% | −658−19.8% | Reduced |
| Boreal Capital Management LLC | 2,669 | $1.11M | 0.83% | −519−16.3% | Reduced |
| Hamilton Capital, LLC | 2,670 | $1.11M | 0.05% | +515+23.9% | Added |
| Cromwell Holdings LLC | 2,674 | $1.11M | 0.50% | +400+17.6% | Added |
| Mission Creek Capital Partners, Inc. | 2,676 | $1.11M | 0.20% | +1,280+91.7% | Added |
| Legend Capital Advisors LLC | 2,676 | $1.11M | 0.61% | +10.0% | Added |
| World Equity Group, Inc. | 2,677 | $1.11M | 0.25% | +172+6.9% | Added |
| New Republic Capital, LLC | 2,680 | $1.11M | 0.26% | +384+16.7% | Added |
| Keudell/Morrison Wealth Management | 2,681 | $1.11M | 0.21% | −163−5.7% | Reduced |
| Dean Investment Associates, LLC | 2,682 | $1.11M | 0.15% | −5−0.2% | Reduced |
| Winthrop Capital Management, LLC | 2,687 | $1.12M | 0.27% | +7+0.3% | Added |
| MBL Wealth, LLC | 2,688 | $1.12M | 0.08% | +730+37.3% | Added |
| CoreCap Advisors, LLC | 2,691 | $1.12M | 0.03% | +229+9.3% | Added |
| LRI Investments, LLC | 19,360 | $1.12M | 0.09% | +35+0.2% | Added |
| Prosperity Financial Group, Inc. | 2,694 | $1.12M | 0.35% | +17+0.6% | Added |
| Strategic Financial Services, Inc, | 2,697 | $1.12M | 0.05% | −152−5.3% | Reduced |
| Bank of Hawaii | 2,699 | $1.12M | 0.06% | −50−1.8% | Reduced |
| Nations Financial Group Inc, | 2,703 | $1.12M | 0.05% | −134−4.7% | Reduced |
| Acorns Advisers, LLC | 2,706 | $1.13M | 0.01% | −222−7.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,710 | $1.13M | 0.08% | +184+7.3% | Added |
| Richards, Merrill & Peterson, Inc. | 2,712 | $1.13M | 0.36% | +65+2.5% | Added |
| Retirement Planning Group | 2,718 | $1.13M | 0.03% | +228+9.2% | Added |
| Castle Wealth Management LLC | 2,721 | $1.13M | 0.34% | −139−4.9% | Reduced |
| Cullen Investment Group, Ltd. | 2,726 | $1.13M | 0.14% | −1,236−31.2% | Reduced |
| Stokes Capital Advisors, LLC | 2,738 | $1.14M | 0.24% | +54+2.0% | Added |
| National Wealth Management Group, LLC | 2,742 | $1.14M | 0.35% | −18−0.7% | Reduced |
| GeoWealth Management, LLC | 2,747 | $1.14M | 0.04% | +170+6.6% | Added |
| Iams Wealth Management, LLC | 2,748 | $1.14M | 0.34% | +234+9.3% | Added |
| Financial Sense Advisors, Inc. | 2,757 | $1.15M | 0.23% | +61+2.3% | Added |
| Laraway Financial Inc | 2,759 | $1.15M | 0.70% | −77−2.7% | Reduced |
| Stoneridge Investment Partners LLC | 2,778 | $1.15M | 0.75% | −3,430−55.3% | Reduced |
| Emprise Bank | 2,770 | $1.15M | 0.42% | −59−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,774 | $1.15M | 0.07% | −16−0.6% | Reduced |
| McAdam, LLC | 2,782 | $1.16M | 0.04% | +700+33.6% | Added |
| Pacific Excel Wealth Advisors, Inc. | 2,797 | $1.16M | 0.45% | +2,797 | New |
| Heritage Family Offices, LLP | 2,797 | $1.16M | 0.45% | +2,797 | New |
| Burford Brothers, Inc. | 2,799 | $1.16M | 0.43% | +61+2.2% | Added |
| Ridgewood Investments LLC | 2,799 | $1.16M | 0.44% | −998−26.3% | Reduced |
| TCM Advisors, LLC | – | $1.16M | 0.91% | – | – |
| Monte Financial Group, LLC | 2,811 | $1.16M | 0.37% | −37−1.3% | Reduced |
| Chilton Capital Management LLC | 2,804 | $1.17M | 0.04% | +54+2.0% | Added |
| Income Insurance Ltd | 2,805 | $1.17M | 0.69% | +80+2.9% | Added |
| Persium Advisors, LLC | 2,810 | $1.17M | 0.76% | −361−11.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,812 | $1.17M | 0.02% | +233+9.0% | Added |
| Vima LLC | 2,817 | $1.17M | 1.14% | +2,817 | New |
| HHM Wealth Advisors, LLC | 2,820 | $1.17M | 0.12% | −557−16.5% | Reduced |
| Paladin Wealth, LLC | 2,820 | $1.17M | 0.68% | −223−7.3% | Reduced |
| Wellington Shields & Co., LLC | 2,837 | $1.18M | 0.26% | −575−16.9% | Reduced |
| Hudock, Inc. | 2,844 | $1.18M | 0.15% | +28+1.0% | Added |
| James J. Burns & Company, LLC | 2,850 | $1.18M | 0.13% | −620−17.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,855 | $1.19M | 0.24% | +845+42.0% | Added |
| Wiregrass Investment Management LLC | 2,865 | $1.19M | 0.81% | −21,698−88.3% | Reduced |
| Abel Hall, LLC | 2,865 | $1.19M | 0.21% | +596+26.3% | Added |
| Inspire Advisors, LLC | 2,866 | $1.19M | 0.08% | +78+2.8% | Added |
| Facet Wealth, Inc. | 2,877 | $1.20M | 0.02% | +756+35.6% | Added |
| Vectors Research Management, LLC | 2,878 | $1.20M | 0.31% | +42+1.5% | Added |
| Stonebrook Private Inc. | 2,881 | $1.20M | 0.22% | +771+36.5% | Added |
| Sentinus, LLC | 2,881 | $1.20M | 0.10% | +230+8.7% | Added |
| Picton Mahoney Asset Management | 2,893 | $1.20M | 0.01% | +2,893 | New |
| Wealth Intelligence, LLC | 2,896 | $1.20M | 0.56% | +636+28.1% | Added |
| FSM Wealth Advisors, LLC | 2,903 | $1.21M | 0.13% | +563+24.1% | Added |
| Prentice Wealth Management LLC | 2,906 | $1.21M | 0.25% | −19−0.6% | Reduced |
| Foster & Motley Inc | 2,907 | $1.21M | 0.06% | −87−2.9% | Reduced |
| Genesee Capital Advisors, LLC | 2,929 | $1.22M | 0.38% | +1,269+76.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,900 | $1.22M | 0.04% | +500+20.8% | Added |
| Fortress Private Ledger, LLC | 2,932 | $1.22M | 0.33% | +1,657+130.0% | Added |
| Range Advisory, LLC | 2,934 | $1.22M | 0.15% | +1,191+68.3% | Added |
| E&G Advisors, LP | 2,942 | $1.22M | 0.24% | −40−1.3% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $1.22M | 0.16% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,946 | $1.22M | 0.02% | −563−16.0% | Reduced |
| Ingalls & Snyder LLC | 2,945 | $1.22M | 0.03% | −124−4.0% | Reduced |
| Key Financial Inc | 2,946 | $1.22M | 0.20% | −26−0.9% | Reduced |
| Trust Point Inc. | 2,958 | $1.23M | 0.10% | +571+23.9% | Added |
| LVW Advisors, LLC | 2,960 | $1.23M | 0.11% | +906+44.1% | Added |
| Athena Wealth Management, LLC | 2,968 | $1.23M | 0.92% | +1,022+52.5% | Added |
| Quent Capital, LLC | 2,972 | $1.24M | 0.08% | +513+20.9% | Added |
| Calton & Associates, Inc. | 2,975 | $1.24M | 0.18% | −26−0.9% | Reduced |
| United Advisor Group, LLC | 2,980 | $1.24M | 0.13% | −234−7.3% | Reduced |
| KLCM Advisors, Inc. | 2,988 | $1.24M | 0.10% | −25−0.8% | Reduced |
| Churchill Financial Advisors, LLC | 3,000 | $1.25M | 0.24% | −300−9.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $1.25M | 0.58% | −2,000−40.0% | Reduced |
| Trust Investment Advisors | 3,004 | $1.25M | 0.60% | +4+0.1% | Added |
| Earnest Partners LLC | 3,005 | $1.25M | 0.00% | −30−1.0% | Reduced |