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
- +387 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
- 528
- 1,312 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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 4,249 | $1.77M | 0.09% | +1,129+36.2% | Added |
| MeadowBrook Investment Advisors LLC | 4,250 | $1.77M | 1.40% | −179−4.0% | Reduced |
| First Commonwealth Financial Corp | 4,253 | $1.77M | 0.25% | +207+5.1% | Added |
| Harvey Investment Co LLC | 4,265 | $1.77M | 0.19% | −370−8.0% | Reduced |
| Financial Perspectives, Inc | 4,284 | $1.78M | 0.43% | +10.0% | Added |
| Courage Capital Management LLC | 4,300 | $1.79M | 2.65% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,301 | $1.79M | 0.03% | −252−5.5% | Reduced |
| Waterloo Capital, L.P. | 4,304 | $1.79M | 0.10% | +2,038+89.9% | Added |
| George Kaiser Family Foundation | 4,305 | $1.79M | 0.17% | +1,910+79.7% | Added |
| Private Wealth Asset Management, LLC | 4,313 | $1.79M | 0.17% | −134−3.0% | Reduced |
| Fulcrum Asset Management LLP | 4,274 | $1.79M | 0.18% | −4,826−53.0% | Reduced |
| Chancellor Financial Group WB LP | 4,320 | $1.80M | 1.11% | +77+1.8% | Added |
| Zuckerman Investment Group, LLC | 4,351 | $1.81M | 0.15% | −33−0.8% | Reduced |
| Balentine LLC | 4,352 | $1.81M | 0.06% | −404−8.5% | Reduced |
| Birch Capital Management, LLC | 4,359 | $1.81M | 0.89% | −1,322−23.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,364 | $1.81M | 0.22% | −5,456−55.6% | Reduced |
| Norden Group LLC | 4,365 | $1.81M | 0.15% | +607+16.2% | Added |
| Consilium Wealth Advisory, LLC | 4,385 | $1.82M | 0.54% | +1,868+74.2% | Added |
| Neo Ivy Capital Management | 4,386 | $1.82M | 0.42% | −6,386−59.3% | Reduced |
| Thompson David Blair | 4,388 | $1.82M | 0.91% | −240−5.2% | Reduced |
| Aspen Grove Capital, LLC | 4,395 | $1.83M | 0.26% | +35+0.8% | Added |
| Heartwood Wealth Advisors LLC | 4,407 | $1.83M | 0.14% | +350+8.6% | Added |
| Financial Engines Advisors L.L.C. | 4,408 | $1.83M | 0.00% | −988−18.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,423 | $1.84M | 0.18% | +170+4.0% | Added |
| Mechanics Bank Trust Department | 4,425 | $1.84M | 0.23% | +34+0.8% | Added |
| Frisch Financial Group, Inc. | 4,442 | $1.85M | 0.32% | +20.0% | Added |
| Lincoln Capital Corp | 4,445 | $1.85M | 0.60% | −247−5.3% | Reduced |
| Alyeska Investment Group, L.P. | 4,458 | $1.85M | 0.00% | −102,292−95.8% | Reduced |
| Cooper Financial Group | 4,459 | $1.85M | 0.15% | +420+10.4% | Added |
| Floyd Financial Group LLC | 4,365 | $1.86M | 1.21% | −2,844−39.5% | Reduced |
| Wealth Alliance | 4,490 | $1.87M | 0.16% | +1,413+45.9% | Added |
| Oarsman Capital, Inc. | 4,497 | $1.87M | 0.20% | +45+1.0% | Added |
| Narwhal Capital Management | 4,500 | $1.87M | 0.13% | −54−1.2% | Reduced |
| Sweeney & Michel, LLC | 4,597 | $1.87M | 0.49% | +4,597 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 4,503 | $1.87M | 0.78% | +317+7.6% | Added |
| Sentinel Trust Co Lba | 4,504 | $1.87M | 0.17% | −100−2.2% | Reduced |
| JNBA Financial Advisors | 4,505 | $1.87M | 0.14% | +76+1.7% | Added |
| Guardian Wealth Advisors, LLC | 4,507 | $1.87M | 0.11% | +217+5.1% | Added |
| Adell Harriman & Carpenter Inc | 4,521 | $1.88M | 0.10% | −174−3.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,523 | $1.88M | 0.03% | −461−9.2% | Reduced |
| Knollwood Investment Advisory, LLC | 4,523 | $1.88M | 0.17% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,530 | $1.88M | 0.26% | −74−1.6% | Reduced |
| Flputnam Investment Management Co | 4,550 | $1.89M | 0.02% | −101−2.2% | Reduced |
| Triangle Securities Wealth Management | 4,558 | $1.89M | 0.38% | −33−0.7% | Reduced |
| Green Harvest Asset Management LLC | 4,566 | $1.90M | 0.02% | +18+0.4% | Added |
| RiverPark Advisors, LLC | 4,579 | $1.90M | 0.87% | −821−15.2% | Reduced |
| Mayflower Financial Advisors, LLC | 4,587 | $1.91M | 0.16% | +185+4.2% | Added |
| Cox Capital Mgt LLC | 4,593 | $1.91M | 1.06% | −49−1.1% | Reduced |
| Cladis Investment Advisory, LLC | 4,599 | $1.91M | 0.89% | −670−12.7% | Reduced |
| Stevens Capital Management LP | 4,600 | $1.91M | 0.46% | −2,552−35.7% | Reduced |
| Argentarii, LLC | 4,761 | $1.91M | 0.58% | +185+4.0% | Added |
| ZWJ Investment Counsel Inc | 4,624 | $1.92M | 0.06% | +1,267+37.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,631 | $1.92M | 0.12% | +566+13.9% | Added |
| Shufro Rose & Co LLC | 4,646 | $1.93M | 0.11% | −161−3.3% | Reduced |
| Tealwood Asset Management Inc | 4,653 | $1.93M | 0.74% | +202+4.5% | Added |
| Optas, LLC | 4,656 | $1.94M | 0.27% | +303+7.0% | Added |
| Dover Advisors, LLC | 5,872 | $1.94M | 0.79% | +158+2.8% | Added |
| Richard W. Paul & Associates, LLC | 4,664 | $1.94M | 0.59% | −112−2.3% | Reduced |
| Rydar Equities, Inc. | 4,598 | $1.94M | 1.09% | +417+10.0% | Added |
| Safeguard Investment Advisory Group, LLC | 4,682 | $1.95M | 0.45% | +887+23.4% | Added |
| OneAscent Financial Services LLC | 4,686 | $1.95M | 0.09% | −262−5.3% | Reduced |
| Whalen Wealth Management Inc. | 4,689 | $1.95M | 0.88% | −558−10.6% | Reduced |
| Anb Bank | 4,702 | $1.95M | 0.73% | −352−7.0% | Reduced |
| Prestige Wealth Management Group LLC | 4,716 | $1.96M | 0.36% | −279−5.6% | Reduced |
| Somerville Kurt F | 4,717 | $1.96M | 0.47% | −4,814−50.5% | Reduced |
| HM Payson & Co | 4,725 | $1.96M | 0.03% | +339+7.7% | Added |
| Transcend Wealth Collective, LLC | 4,725 | $1.96M | 0.13% | +1,722+57.3% | Added |
| BNC Wealth Management, LLC | 4,735 | $1.97M | 0.48% | +4,735 | New |
| Proficio Capital Partners LLC | 4,748 | $1.97M | 0.07% | +4,748 | New |
| Apella Capital, LLC | 4,617 | $1.98M | 0.03% | +305+7.1% | Added |
| Cahill Financial Advisors Inc | 4,776 | $1.99M | 0.19% | −63−1.3% | Reduced |
| Tranquility Partners, LLC | 4,777 | $1.99M | 0.68% | −100−2.1% | Reduced |
| Cetera Trust Company, N.A | 4,780 | $1.99M | 1.00% | +200+4.4% | Added |
| MBM Wealth Consultants, LLC | 4,820 | $2.00M | 0.39% | −53−1.1% | Reduced |
| Gateway Wealth Partners, LLC | 4,832 | $2.01M | 0.12% | −2,777−36.5% | Reduced |
| Triad Wealth Partners, LLC | 4,843 | $2.01M | 0.12% | +17+0.4% | Added |
| Scott & Selber, Inc. | 4,851 | $2.02M | 0.43% | −3−0.1% | Reduced |
| Fagan Associates, Inc. | 4,862 | $2.02M | 0.25% | −20.0% | Reduced |
| SilverOak Wealth Management LLC | 4,881 | $2.03M | 0.26% | +92+1.9% | Added |
| GLOBALT Investments LLC | 4,882 | $2.03M | 0.07% | −138−2.7% | Reduced |
| Boston Family Office LLC | 4,891 | $2.03M | 0.12% | −710−12.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,897 | $2.04M | 0.63% | +2,337+91.3% | Added |
| Massmutual Trust Co FSB | 4,901 | $2.04M | 0.05% | +275+5.9% | Added |
| Wealth Effects LLC | 4,905 | $2.04M | 0.55% | −62−1.2% | Reduced |
| Courier Capital LLC | 4,919 | $2.04M | 0.10% | +479+10.8% | Added |
| Archer Investment Corp | 4,931 | $2.05M | 0.39% | −132−2.6% | Reduced |
| Vista Investment Management | 4,952 | $2.06M | 0.62% | −42−0.8% | Reduced |
| Naviter Wealth, LLC | 4,958 | $2.06M | 0.19% | +653+15.2% | Added |
| Stablepoint Partners, LLC | 4,967 | $2.06M | 0.29% | +16+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 4,970 | $2.07M | 0.27% | +104+2.1% | Added |
| Peterson Wealth Services | 4,973 | $2.07M | 0.45% | +395+8.6% | Added |
| Sheets Smith Wealth Management | 4,976 | $2.07M | 0.21% | −35−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,992 | $2.07M | 0.13% | +322+6.9% | Added |
| CVFG LLC | 4,996 | $2.08M | 0.22% | −299−5.6% | Reduced |
| Moore Capital Management, LP | 5,000 | $2.08M | 0.05% | +5,000 | New |
| Resolute Capital Asset Partners LLC | 5,000 | $2.08M | 0.89% | +5,000 | New |
| CWA Asset Management Group, LLC | 5,006 | $2.08M | 0.06% | +617+14.1% | Added |
| Bank of Nova Scotia Trust Co | 5,047 | $2.10M | 0.17% | −2,859−36.2% | Reduced |
| Gen-Wealth Partners Inc | 5,074 | $2.11M | 0.59% | −210−4.0% | Reduced |
| American National Bank | 5,089 | $2.12M | 0.18% | −638−11.1% | Reduced |