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 |
|---|---|---|---|---|---|
| Smithbridge Asset Management Inc | 3,584 | $1.49M | 0.20% | −5,115−58.8% | Reduced |
| American State Bank (Iowa) | 3,589 | $1.49M | 0.61% | +450+14.3% | Added |
| Westside Investment Management, Inc. | 3,589 | $1.49M | 0.20% | −227−5.9% | Reduced |
| Heartland Bank & Trust Co | 3,597 | $1.50M | 0.31% | −50−1.4% | Reduced |
| Morningstar Investment Management LLC | 5,534 | $1.50M | 0.09% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,603 | $1.50M | 0.16% | +266+8.0% | Added |
| Gables Capital Management Inc. | 3,605 | $1.50M | 0.54% | 00.0% | Unchanged |
| Promethium Advisors,llc | 3,615 | $1.50M | 0.72% | +500+16.1% | Added |
| Larry Mathis Financial Planning, LLC | 3,615 | $1.50M | 1.14% | +2,578+248.6% | Added |
| Alta Advisers Ltd | 3,616 | $1.50M | 0.34% | +139+4.0% | Added |
| Mosaic Family Wealth Partners, LLC | 3,622 | $1.51M | 0.10% | +1,759+94.4% | Added |
| Bull Harbor Capital LLC | 3,623 | $1.51M | 0.29% | +1,701+88.5% | Added |
| Atom Investors LP | 3,624 | $1.51M | 0.13% | +925+34.3% | Added |
| SlateStone Wealth, LLC | 3,637 | $1.51M | 0.12% | −657−15.3% | Reduced |
| Waddell & Associates, LLC | 3,667 | $1.52M | 0.08% | +1,380+60.3% | Added |
| Smithfield Trust Co | 3,678 | $1.53M | 0.06% | −64−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,680 | $1.53M | 0.33% | −4,700−56.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,684 | $1.53M | 0.19% | +1,214+49.1% | Added |
| Union Heritage Capital, LLC | 3,692 | $1.53M | 0.52% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 3,700 | $1.54M | 0.44% | – | – |
| Invesco, LLC | 3,701 | $1.54M | 0.48% | +390+11.8% | Added |
| Quotient Wealth Partners, LLC | 3,712 | $1.54M | 0.04% | +821+28.4% | Added |
| Zullo Investment Group, Inc. | 3,712 | $1.54M | 0.53% | −31−0.8% | Reduced |
| Ledyard National Bank | 3,717 | $1.54M | 0.12% | −13,660−78.6% | Reduced |
| Diversified Enterprises, LLC | 3,740 | $1.55M | 0.08% | −1,171−23.8% | Reduced |
| TRUE Private Wealth Advisors | 3,743 | $1.56M | 0.13% | −12−0.3% | Reduced |
| PUREfi Wealth, LLC | 3,743 | $1.56M | 0.85% | +474+14.5% | Added |
| Rakuten Securities, Inc. | 3,764 | $1.56M | 0.36% | −29,862−88.8% | Reduced |
| Oslo Pensjonsforsikring AS | 3,769 | $1.57M | 0.18% | −625−14.2% | Reduced |
| Invst, LLC | 3,772 | $1.57M | 0.15% | −296−7.3% | Reduced |
| Fielder Capital Group LLC | 3,773 | $1.57M | 0.34% | −7−0.2% | Reduced |
| Bank Hapoalim BM | 3,780 | $1.57M | 0.11% | −364−8.8% | Reduced |
| West Michigan Advisors, LLC | 3,783 | $1.57M | 0.30% | +701+22.7% | Added |
| Storgate, LLC | 3,792 | $1.58M | 0.33% | +2,002+111.8% | Added |
| Johnson & White Wealth Management, LLC | 3,794 | $1.58M | 0.59% | +60+1.6% | Added |
| Cypress Capital Group | 3,797 | $1.58M | 0.15% | +3,797 | New |
| Caldwell Trust Co | 3,804 | $1.58M | 0.13% | −71−1.8% | Reduced |
| Elk River Wealth Management, LLC | 3,804 | $1.58M | 0.25% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,828 | $1.59M | 0.17% | −223−5.5% | Reduced |
| LM Advisors LLC | 3,823 | $1.59M | 0.18% | +2,763+260.7% | Added |
| Capital Wealth Planning, LLC | 3,845 | $1.60M | 0.01% | −35−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 3,847 | $1.60M | 0.10% | −2,300−37.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,856 | $1.60M | 0.04% | −550−12.5% | Reduced |
| Defiance ETFs, LLC | 3,760 | $1.60M | 0.02% | +711+23.3% | Added |
| Oakworth Capital, Inc. | 3,786 | $1.61M | 0.08% | −29−0.8% | Reduced |
| Foster Group, Inc. | 3,874 | $1.61M | 0.04% | +349+9.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 3,885 | $1.61M | 0.02% | −61,108−94.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,889 | $1.62M | 0.50% | −1,009−20.6% | Reduced |
| Whitener Capital Management, Inc. | 3,893 | $1.62M | 0.34% | +1,171+43.0% | Added |
| High Note Wealth, LLC | 3,898 | $1.62M | 0.28% | −1,326−25.4% | Reduced |
| EMC Capital Management | 3,731 | $1.62M | 0.64% | +3,731 | New |
| Deseret Mutual Benefit Administrators | 3,914 | $1.63M | 0.53% | −234−5.6% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,916 | $1.63M | 1.12% | 00.0% | Unchanged |
| Dala Group, LLC | 3,920 | $1.63M | 1.34% | −128−3.2% | Reduced |
| Chiron Capital Management, LLC | 3,921 | $1.63M | 1.46% | −1,805−31.5% | Reduced |
| Longfellow Investment Management Co LLC | 3,930 | $1.63M | 0.33% | −2,684−40.6% | Reduced |
| Canopy Partners, LLC | 3,932 | $1.63M | 0.49% | +242+6.6% | Added |
| Moors & Cabot, Inc. | 3,938 | $1.64M | 0.06% | −1,011−20.4% | Reduced |
| Cullinan Associates Inc | 3,950 | $1.64M | 0.12% | −204−4.9% | Reduced |
| Manske Wealth Management | 3,952 | $1.64M | 0.41% | +1,763+80.5% | Added |
| West Paces Advisors Inc. | 3,953 | $1.64M | 0.28% | +735+22.8% | Added |
| Grove Bank & Trust | 3,971 | $1.65M | 0.16% | +354+9.8% | Added |
| Magnolia Capital Advisors LLC | 3,982 | $1.66M | 0.28% | −455−10.3% | Reduced |
| Orrstown Financial Services Inc | 3,985 | $1.66M | 0.25% | −11−0.3% | Reduced |
| MSH Capital Advisors LLC | 3,997 | $1.66M | 0.29% | +247+6.6% | Added |
| Needham Investment Management LLC | 4,000 | $1.66M | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $1.66M | 0.49% | 00.0% | Unchanged |
| MJP Associates Inc | 4,005 | $1.66M | 0.18% | +243+6.5% | Added |
| Relyea Zuckerberg Hanson LLC | 4,009 | $1.67M | 0.14% | +380+10.5% | Added |
| Arjuna Capital | 4,012 | $1.67M | 0.38% | +4,012 | New |
| Opal Wealth Advisors, LLC | 4,040 | $1.68M | 0.36% | +268+7.1% | Added |
| Rhodes Investment Advisors Inc | 4,041 | $1.68M | 1.24% | −270−6.3% | Reduced |
| White Pine Capital LLC | 4,041 | $1.68M | 0.40% | +10.0% | Added |
| PFG Advisors | 4,045 | $1.68M | 0.08% | −1,811−30.9% | Reduced |
| Lewis Asset Management, LLC | 4,048 | $1.68M | 0.59% | −295−6.8% | Reduced |
| Van Cleef Asset Management,Inc | 4,049 | $1.68M | 0.17% | −5−0.1% | Reduced |
| Souders Financial Advisors | 4,057 | $1.69M | 0.17% | +20.0% | Added |
| Strong Retirement Solutions LLC | 4,060 | $1.69M | 1.01% | +192+5.0% | Added |
| First Nebraska Trust Co | 4,077 | $1.69M | 0.14% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,089 | $1.70M | 1.20% | −120−2.9% | Reduced |
| Tweedy, Browne Co LLC | 4,089 | $1.70M | 0.13% | +422+11.5% | Added |
| CMH Wealth Management LLC | 4,093 | $1.70M | 0.26% | +205+5.3% | Added |
| Bridgewater Advisors Inc. | 5,308 | $1.71M | 0.09% | +671+14.5% | Added |
| Boyd Watterson Asset Management LLC | 4,112 | $1.71M | 0.46% | +646+18.6% | Added |
| LJI Wealth Management, LLC | 4,114 | $1.71M | 0.24% | −217−5.0% | Reduced |
| Grant Private Wealth Management Inc | 4,117 | $1.71M | 0.72% | +1,263+44.3% | Added |
| Financial Advisors Network, Inc. | 4,119 | $1.71M | 0.21% | +20.0% | Added |
| Congress Park Capital LLC | 4,131 | $1.72M | 0.46% | −175−4.1% | Reduced |
| Angeles Wealth Management, LLC | 4,132 | $1.72M | 0.08% | +990+31.5% | Added |
| Ted Buchan & Co | 4,133 | $1.72M | 0.56% | −156−3.6% | Reduced |
| Duncan Williams Asset Management, LLC | 4,144 | $1.72M | 0.39% | −17−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,167 | $1.73M | 0.18% | +205+5.2% | Added |
| ICW Investment Advisors LLC | 4,176 | $1.74M | 0.61% | +9+0.2% | Added |
| American Investment Services, Inc. | 4,196 | $1.74M | 0.37% | +394+10.4% | Added |
| PCM Encore, LLC | 4,200 | $1.75M | 0.31% | +1,265+43.1% | Added |
| Sivia Capital Partners, LLC | 4,206 | $1.75M | 0.21% | +3,376+406.7% | Added |
| Stance Capital LLC | 4,207 | $1.75M | 0.53% | +4,207 | New |
| Capstone Investment Advisors, LLC | 4,218 | $1.75M | 0.01% | −13,241−75.8% | Reduced |
| Epiq Partners, LLC | 4,227 | $1.76M | 0.75% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 4,230 | $1.76M | 0.05% | −450−9.6% | Reduced |