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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 3,005 | $1.25M | 0.13% | +142+5.0% | Added |
| Signature Estate & Investment Advisors LLC | 3,006 | $1.25M | 0.02% | −429−12.5% | Reduced |
| SCS Capital Management LLC | 3,017 | $1.25M | 0.01% | −1,292−30.0% | Reduced |
| Legato Capital Management LLC | 3,017 | $1.25M | 0.10% | +582+23.9% | Added |
| BKD Wealth Advisors, LLC | 3,019 | $1.25M | 0.02% | +157+5.5% | Added |
| Andrews Advisory Associates, LLC | 3,023 | $1.26M | 0.60% | −131−4.2% | Reduced |
| One Capital Management, LLC | 4,681 | $1.27M | 0.04% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 3,049 | $1.27M | 0.14% | −6,861−69.2% | Reduced |
| Institute for Wealth Management, LLC. | 3,052 | $1.27M | 0.11% | −296−8.8% | Reduced |
| Connors Investor Services Inc | 3,057 | $1.27M | 0.11% | +3,057 | New |
| Huntleigh Advisors, Inc. | 3,057 | $1.27M | 0.18% | +1,024+50.4% | Added |
| VisionPoint Advisory Group, LLC | 3,058 | $1.27M | 0.21% | +13+0.4% | Added |
| Coastwise Capital Group, LLC | 3,068 | $1.28M | 0.74% | −19−0.6% | Reduced |
| Delta Financial Advisors LLC | 3,070 | $1.28M | 0.30% | −85−2.7% | Reduced |
| Clarendon Private LLC | 3,086 | $1.28M | 0.82% | +351+12.8% | Added |
| Pacific Point Advisors, LLC | 3,088 | $1.28M | 0.59% | −1,849−37.5% | Reduced |
| Keel Point, LLC | 3,098 | $1.29M | 0.08% | +294+10.5% | Added |
| West Family Investments, Inc. | 3,100 | $1.29M | 0.37% | +2,115+214.7% | Added |
| Hound Partners, LLC | 3,106 | $1.29M | 0.15% | −1,474−32.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,108 | $1.29M | 0.16% | −282−8.3% | Reduced |
| 111 Capital | 3,114 | $1.29M | 0.22% | −2,720−46.6% | Reduced |
| Wellspring Financial Advisors, LLC | 3,115 | $1.30M | 0.09% | −270−8.0% | Reduced |
| EdgeRock Capital LLC | 3,126 | $1.30M | 0.30% | +34+1.1% | Added |
| Zhang Financial LLC | 3,128 | $1.30M | 0.04% | +19+0.6% | Added |
| Jefferson Bridge Capital, LLC | 3,130 | $1.30M | 1.13% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 3,137 | $1.30M | 0.17% | +1,189+61.0% | Added |
| Everett Harris & Co | 3,142 | $1.31M | 0.02% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 3,146 | $1.31M | 0.68% | −270−7.9% | Reduced |
| Roberts Glore & Co Inc | 3,147 | $1.31M | 0.32% | −1,949−38.2% | Reduced |
| Contravisory Investment Management, Inc. | 3,149 | $1.31M | 0.23% | +3,149 | New |
| BDF-Gestion | 14,443 | $1.31M | 0.39% | −1,624−10.1% | Reduced |
| Burnham & Co LLC | 3,155 | $1.31M | 1.06% | +3,155 | New |
| Cyndeo Wealth Partners, LLC | 3,159 | $1.31M | 0.06% | +235+8.0% | Added |
| Marble Wealth, LLC | 3,200 | $1.33M | 0.20% | +44+1.4% | Added |
| Donaldson Capital Management, LLC | 3,204 | $1.33M | 0.04% | +110+3.6% | Added |
| Aviso Wealth Management | 3,209 | $1.33M | 0.52% | +1,478+85.4% | Added |
| Riverwater Partners LLC | 3,210 | $1.33M | 0.40% | +584+22.2% | Added |
| Finivi Inc. | 3,211 | $1.33M | 0.68% | +96+3.1% | Added |
| Lodestone Wealth Management LLC | 3,212 | $1.33M | 0.47% | +595+22.7% | Added |
| Davis R M Inc | 3,213 | $1.34M | 0.02% | −54−1.7% | Reduced |
| Founders Financial Alliance, LLC | 3,219 | $1.34M | 0.18% | +10+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,229 | $1.34M | 0.01% | −1,016−23.9% | Reduced |
| Cache Advisors, LLC | 3,235 | $1.34M | 0.11% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,243 | $1.35M | 0.13% | −103−3.1% | Reduced |
| South State Corp. | 3,252 | $1.35M | 0.06% | +429+15.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,268 | $1.36M | 0.72% | +30+0.9% | Added |
| Parsons Capital Management Inc | 3,271 | $1.36M | 0.06% | +85+2.7% | Added |
| BlueStem Wealth Partners, LLC | 3,281 | $1.36M | 0.14% | −135−4.0% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.37M | 4.52% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,300 | $1.37M | 0.25% | +120+3.8% | Added |
| Plimoth Trust Co LLC | 3,318 | $1.38M | 0.28% | −489−12.8% | Reduced |
| MCF Advisors LLC | 3,328 | $1.38M | 0.05% | +46+1.4% | Added |
| Greenspring Advisors, LLC | 3,329 | $1.38M | 0.08% | +132+4.1% | Added |
| Avaii Wealth Management, LLC | 3,335 | $1.39M | 0.41% | −77−2.3% | Reduced |
| St. Johns Investment Management Company, LLC | 3,335 | $1.39M | 0.52% | +134+4.2% | Added |
| Requisite Capital Management, LLC | 3,338 | $1.39M | 0.23% | −3−0.1% | Reduced |
| Arbor Capital Management Inc | 3,319 | $1.39M | 1.37% | −654−16.5% | Reduced |
| Chesapeake Asset Management LLC | 3,353 | $1.39M | 1.07% | +963+40.3% | Added |
| Ascent Wealth Partners, LLC | 3,365 | $1.40M | 0.14% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 3,377 | $1.40M | 0.00% | +610+22.0% | Added |
| Aspiriant, LLC | 3,379 | $1.40M | 0.03% | +619+22.4% | Added |
| Evansbrook LLC | 3,380 | $1.40M | 0.84% | +8+0.2% | Added |
| 3Chopt Investment Partners, LLC | 3,384 | $1.41M | 0.26% | +675+24.9% | Added |
| Armis Advisers, LLC | 3,368 | $1.41M | 0.13% | +481+16.7% | Added |
| TLWM | 3,406 | $1.42M | 0.23% | +66+2.0% | Added |
| Empirical Asset Management, LLC | 3,408 | $1.42M | 0.32% | +958+39.1% | Added |
| Pictet North America Advisors SA | 3,419 | $1.42M | 0.13% | −21−0.6% | Reduced |
| Hartford Funds Management Co LLC | 3,419 | $1.42M | 0.11% | +212+6.6% | Added |
| Defined Wealth Management, LLC | 3,435 | $1.43M | 0.73% | +22+0.6% | Added |
| Cassia Capital Partners, LLC | 3,437 | $1.43M | 0.69% | −42−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 3,439 | $1.43M | 0.02% | +2,025+143.2% | Added |
| IFG Advisory, LLC | 3,445 | $1.43M | 0.05% | +3,445 | New |
| Bearing Point Capital, LLC | 3,451 | $1.43M | 0.19% | −11−0.3% | Reduced |
| Bernicke Wealth Management, Ltd. | 3,452 | $1.43M | 0.17% | −282−7.6% | Reduced |
| Intellectus Partners, LLC | 3,453 | $1.44M | 0.25% | +86+2.6% | Added |
| Ellevest, Inc. | 3,451 | $1.44M | 0.17% | +102+3.0% | Added |
| US Asset Management LLC | 3,477 | $1.45M | 1.10% | +8+0.2% | Added |
| NBC Securities, Inc. | 3,488 | $1.45M | 0.10% | −68−1.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,500 | $1.45M | 2.49% | −500−12.5% | Reduced |
| Capital & Planning, LLC | 3,492 | $1.45M | 0.75% | +289+9.0% | Added |
| Red Cedar Investment Management, LLC | 3,494 | $1.45M | 0.14% | +3,494 | New |
| Sovran Advisors, LLC | 3,402 | $1.46M | 0.11% | +1,341+65.1% | Added |
| Nilsine Partners, LLC | 3,511 | $1.46M | 0.10% | +34+1.0% | Added |
| Fischer Financial Services, Inc. | 3,512 | $1.46M | 0.37% | −1,858−34.6% | Reduced |
| Generation Capital Management LLC | 3,516 | $1.46M | 0.90% | −30−0.8% | Reduced |
| LS Investment Advisors, LLC | 3,536 | $1.47M | 0.20% | +2,656+301.8% | Added |
| Dempze Nancy E | 3,546 | $1.47M | 0.71% | −4,139−53.9% | Reduced |
| Revisor Wealth Management LLC | 3,548 | $1.47M | 0.35% | −123−3.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,551 | $1.48M | 0.09% | +78+2.2% | Added |
| RiverFront Investment Group, LLC | 3,556 | $1.48M | 0.02% | +237+7.1% | Added |
| Aprio Wealth Management, LLC | 3,560 | $1.48M | 0.07% | +1,057+42.2% | Added |
| Versant Capital Management, Inc | 3,565 | $1.48M | 0.13% | +633+21.6% | Added |
| Howe & Rusling Inc | 3,565 | $1.48M | 0.09% | −154−4.1% | Reduced |
| Mather Group, LLC. | 3,567 | $1.48M | 0.01% | +426+13.6% | Added |
| 1776 Wealth LLC | 3,569 | $1.48M | 0.52% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 3,571 | $1.48M | 0.17% | −178−4.7% | Reduced |
| Oak Asset Management, LLC | 3,580 | $1.49M | 0.48% | −183−4.9% | Reduced |
| Townsend & Associates, Inc | 3,530 | $1.49M | 0.13% | −13−0.4% | Reduced |
| Mendel Money Management | 3,581 | $1.49M | 0.54% | −946−20.9% | Reduced |
| X-Square Capital, LLC | 3,582 | $1.49M | 0.38% | +63+1.8% | Added |