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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLC | 5,103 | $2.12M | 0.35% | +601+13.3% | Added |
| Kerrisdale Advisers, LLC | 5,131 | $2.13M | 0.53% | −3,718−42.0% | Reduced |
| Stenger Family Office, LLC | 5,139 | $2.14M | 0.35% | −999−16.3% | Reduced |
| Geneos Wealth Management Inc. | 5,143 | $2.14M | 0.04% | −214−4.0% | Reduced |
| Tyche Wealth Partners LLC | 5,150 | $2.14M | 0.30% | −260−4.8% | Reduced |
| Kassira Wealth Management LLC | 5,151 | $2.14M | 1.72% | +88+1.7% | Added |
| Paragon Capital Management LLC | 5,159 | $2.14M | 0.99% | 00.0% | Unchanged |
| Private Trust Co NA | 5,162 | $2.15M | 0.17% | +61+1.2% | Added |
| Avantax Planning Partners, Inc. | 5,163 | $2.15M | 0.05% | −56−1.1% | Reduced |
| Rowland & Co Investment Counsel | 5,168 | $2.15M | 0.39% | −509−9.0% | Reduced |
| Shum Financial Group, Inc. | 5,174 | $2.15M | 1.30% | +17+0.3% | Added |
| DB Fitzpatrick & Co, Inc | 5,176 | $2.15M | 1.74% | −92−1.7% | Reduced |
| Piscataqua Savings Bank | 5,196 | $2.16M | 1.46% | −12−0.2% | Reduced |
| LOM Asset Management Ltd | 5,215 | $2.17M | 0.56% | +75+1.5% | Added |
| Meridian Wealth Advisors, LLC | 5,269 | $2.19M | 0.25% | +178+3.5% | Added |
| Kestra Investment Management, LLC | 5,273 | $2.19M | 0.04% | +1,987+60.5% | Added |
| Murphy Pohlad Asset Management LLC | 5,280 | $2.19M | 0.76% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 5,180 | $2.20M | 0.15% | +1,337+34.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,305 | $2.20M | 0.19% | +58+1.1% | Added |
| Greenline Partners, LLC | 5,329 | $2.21M | 0.23% | −10.0% | Reduced |
| Chung Wu Investment Group, LLC | 5,338 | $2.22M | 1.46% | +1,833+52.3% | Added |
| All Terrain Financial Advisors, LLC | 5,339 | $2.22M | 0.47% | −898−14.4% | Reduced |
| Convergence Financial, LLC | 5,341 | $2.22M | 0.18% | +523+10.9% | Added |
| Summit Global Investments | 5,356 | $2.23M | 0.12% | −1,164−17.9% | Reduced |
| PDS Planning, Inc | 5,369 | $2.23M | 0.13% | +756+16.4% | Added |
| WealthShield Partners, LLC | 5,377 | $2.23M | 0.34% | −1,055−16.4% | Reduced |
| RFG Advisory, LLC | 5,387 | $2.24M | 0.04% | −354−6.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,398 | $2.24M | 0.04% | −532−9.0% | Reduced |
| Hillman Capital Management, Inc. | 5,405 | $2.25M | 1.63% | −2,000−27.0% | Reduced |
| Elmwood Wealth Management, Inc. | 5,409 | $2.25M | 0.56% | +11+0.2% | Added |
| Valmark Advisers, Inc. | 5,414 | $2.25M | 0.02% | −319−5.6% | Reduced |
| Manchester Capital Management LLC | 5,416 | $2.25M | 0.29% | +134+2.5% | Added |
| Trust Co of Toledo NA | 5,447 | $2.26M | 0.19% | +91+1.7% | Added |
| Axxion S.A. | 5,453 | $2.27M | 0.16% | +5,453 | New |
| Schear Investment Advisers, LLC | 5,460 | $2.27M | 0.76% | +99+1.8% | Added |
| Symphony Financial, Ltd. Co. | 5,419 | $2.27M | 0.25% | +918+20.4% | Added |
| Cardinal Point Capital Management, ULC | 5,473 | $2.27M | 0.13% | +482+9.7% | Added |
| Hilltop National Bank | 5,478 | $2.28M | 0.49% | +101+1.9% | Added |
| Nicholson Wealth Management Group, LLC | 5,483 | $2.28M | 1.35% | −178−3.1% | Reduced |
| Brown Shipley& Co Ltd | 5,485 | $2.28M | 1.18% | −255−4.4% | Reduced |
| Wall Street Access Asset Management, LLC | 5,495 | $2.28M | 0.32% | +3,166+135.9% | Added |
| Joel Isaacson & Co., LLC | 5,505 | $2.29M | 0.07% | −1,891−25.6% | Reduced |
| Sierra Summit Advisors LLC | 5,528 | $2.30M | 0.26% | −1,384−20.0% | Reduced |
| Capital Asset Advisory Services LLC | 5,552 | $2.31M | 0.08% | −145−2.5% | Reduced |
| Daymark Wealth Partners, LLC | 5,557 | $2.31M | 0.06% | +597+12.0% | Added |
| Wealth Architects, LLC | 5,576 | $2.32M | 0.18% | −26−0.5% | Reduced |
| Berkeley Capital Partners, LLC | 5,582 | $2.32M | 0.48% | +222+4.1% | Added |
| Hartford Financial Management Inc. | 5,603 | $2.33M | 0.52% | −1,002−15.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,608 | $2.33M | 0.04% | +1,298+30.1% | Added |
| EverSource Wealth Advisors, LLC | 5,620 | $2.34M | 0.08% | +70+1.3% | Added |
| Circle Wealth Management, LLC | 5,629 | $2.34M | 0.03% | −641−10.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,629 | $2.34M | 0.75% | +249+4.6% | Added |
| Galvin, Gaustad & Stein, LLC | 5,632 | $2.34M | 0.17% | −318−5.3% | Reduced |
| Accurate Wealth Management, LLC | 5,507 | $2.34M | 0.22% | +462+9.2% | Added |
| Paradigm Financial Partners, LLC | 5,649 | $2.35M | 0.21% | −1,938−25.5% | Reduced |
| Clear Trail Advisors, LLC | 5,700 | $2.37M | 0.36% | −778−12.0% | Reduced |
| MidFirst Bank | 5,713 | $2.37M | 0.17% | −5,651−49.7% | Reduced |
| Connecticut Wealth Management, LLC | 5,739 | $2.39M | 0.09% | −149−2.5% | Reduced |
| Abundance Wealth Counselors | 5,768 | $2.40M | 0.16% | +2,449+73.8% | Added |
| Brown Financial Advisors | 5,774 | $2.40M | 0.84% | −1,134−16.4% | Reduced |
| Constitution Capital LLC | 5,777 | $2.40M | 1.23% | −305−5.0% | Reduced |
| Birchwood Financial Partners, Inc. | 5,790 | $2.41M | 1.97% | −317−5.2% | Reduced |
| Cherokee Insurance Co | 5,800 | $2.41M | 0.93% | 00.0% | Unchanged |
| Nwam LLC | 5,805 | $2.41M | 0.12% | +1,847+46.7% | Added |
| ESG Planning | 5,806 | $2.41M | 0.81% | +484+9.1% | Added |
| Avestar Capital, LLC | 5,809 | $2.41M | 0.14% | +820+16.4% | Added |
| Aventura Private Wealth, LLC | 5,817 | $2.42M | 0.74% | +185+3.3% | Added |
| Affiance Financial, LLC | 5,824 | $2.42M | 0.35% | −73−1.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,825 | $2.42M | 0.62% | −308−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 5,828 | $2.42M | 0.16% | −14,167−70.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,832 | $2.42M | 0.08% | −480−7.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,841 | $2.43M | 0.13% | −54−0.9% | Reduced |
| Bulltick Wealth Management, LLC | 5,850 | $2.43M | 0.50% | −9,887−62.8% | Reduced |
| Center for Wealth Management Advisory | 5,850 | $2.43M | 1.53% | −435−6.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,860 | $2.44M | 0.15% | +1,901+48.0% | Added |
| Ashton Thomas Securities, LLC | 5,914 | $2.44M | 0.36% | +522+9.7% | Added |
| Sowell Financial Services LLC | 5,883 | $2.45M | 0.08% | −254−4.1% | Reduced |
| Solidarilty Wealth, LLC | 5,902 | $2.45M | 0.43% | +2,325+65.0% | Added |
| IMA Wealth, Inc. | 5,912 | $2.46M | 0.15% | +853+16.9% | Added |
| Ulland Investment Advisors, LLC | 5,924 | $2.46M | 1.82% | −105−1.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,943 | $2.47M | 0.36% | +363+6.5% | Added |
| BNP Paribas | 5,923 | $2.48M | 0.07% | −1,847−23.8% | Reduced |
| Inscription Capital, LLC | 5,967 | $2.48M | 0.22% | +1,397+30.6% | Added |
| Neville Rodie & Shaw Inc | 5,977 | $2.48M | 0.16% | −1,602−21.1% | Reduced |
| Odyssey Group, LLC | 5,991 | $2.49M | 0.67% | +5,991 | New |
| Viking Fund Management LLC | 6,000 | $2.49M | 0.22% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,007 | $2.50M | 0.31% | −428−6.7% | Reduced |
| Evergreen Wealth Management, LLC | 6,021 | $2.50M | 1.17% | +140+2.4% | Added |
| Kesler, Norman & Wride, LLC | 6,031 | $2.51M | 0.40% | −73−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 6,031 | $2.51M | 0.02% | −181−2.9% | Reduced |
| Hemenway Trust Co LLC | 6,049 | $2.51M | 0.18% | −20,086−76.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,057 | $2.52M | 0.71% | +50+0.8% | Added |
| Venator Management LLC | 6,065 | $2.52M | 0.57% | −16,825−73.5% | Reduced |
| CoreFirst Bank & Trust | 6,082 | $2.53M | 1.26% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 6,125 | $2.55M | 1.16% | −1,292−17.4% | Reduced |
| MONECO Advisors, LLC | 6,149 | $2.56M | 0.16% | +2,402+64.1% | Added |
| Magnus Financial Group LLC | 6,151 | $2.56M | 0.18% | +519+9.2% | Added |
| Main Street Financial Solutions, LLC | 6,169 | $2.56M | 0.16% | +2,256+57.7% | Added |
| Bridgewater Associates, LP | 6,197 | $2.58M | 0.01% | +6,197 | New |
| Boothbay Fund Management, LLC | 6,209 | $2.58M | 0.05% | +1,492+31.6% | Added |