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 |
|---|---|---|---|---|---|
| Delta Capital Management LLC | 6,210 | $2.58M | 1.19% | +65+1.1% | Added |
| Asset Dedication, LLC | 6,239 | $2.59M | 0.16% | −459−6.9% | Reduced |
| Royal Capital Wealth Management, LLC | 6,241 | $2.59M | 1.46% | +17+0.3% | Added |
| Adviser Investments LLC | 6,246 | $2.60M | 0.02% | −38−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 6,253 | $2.60M | 0.07% | +105+1.7% | Added |
| Edgestream Partners, L.P. | 6,295 | $2.62M | 0.08% | +1,332+26.8% | Added |
| Csenge Advisory Group | 6,297 | $2.62M | 0.11% | −630−9.1% | Reduced |
| Permanens Capital L.P. | 6,297 | $2.62M | 0.27% | +212+3.5% | Added |
| Clear Street Markets LLC | 6,300 | $2.62M | 0.51% | +5,021+392.6% | Added |
| Vivid Wealth Management, LLC | 6,302 | $2.62M | 0.92% | +6,302 | New |
| New Insight Wealth Advisors | 6,309 | $2.62M | 0.77% | +65+1.0% | Added |
| Titan Investment Solutions Ltd | 6,323 | $2.63M | 0.29% | +152+2.5% | Added |
| Compass Financial Management LLC | 6,452 | $2.63M | 0.32% | +6,452 | New |
| Greenfield Savings Bank | 6,358 | $2.64M | 1.00% | −778−10.9% | Reduced |
| City Holding Co | 6,369 | $2.65M | 0.30% | +591+10.2% | Added |
| Carret Asset Management, LLC | 6,370 | $2.65M | 0.23% | +44+0.7% | Added |
| Howard Capital Management Inc. | 6,370 | $2.65M | 0.03% | +2,521+65.5% | Added |
| Hilltop Holdings Inc. | 6,420 | $2.67M | 0.22% | −482−7.0% | Reduced |
| Boston Private Wealth LLC | 6,424 | $2.67M | 0.17% | −207−3.1% | Reduced |
| Jacobi Capital Management LLC | 6,425 | $2.67M | 0.13% | −757−10.5% | Reduced |
| Trust Co of Vermont | 6,459 | $2.68M | 0.10% | +6,459 | New |
| Parkside Financial Bank & Trust | 6,488 | $2.70M | 0.18% | +757+13.2% | Added |
| Sivik Global Healthcare LLC | 10,000 | $2.71M | 2.05% | 00.0% | Unchanged |
| Applied Capital LLC | 6,537 | $2.72M | 1.82% | +10+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 6,539 | $2.72M | 0.23% | +175+2.7% | Added |
| Moody National Bank Trust Division | 6,544 | $2.72M | 0.23% | −30−0.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,551 | $2.72M | 0.98% | +3,905+147.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,568 | $2.73M | 0.34% | +111+1.7% | Added |
| S-Bank Fund Management Ltd | 6,594 | $2.74M | 0.37% | +3,594+119.8% | Added |
| Larson Financial Group LLC | 6,606 | $2.75M | 0.07% | +1,394+26.7% | Added |
| Sendero Wealth Management, LLC | 6,618 | $2.75M | 0.27% | −112−1.7% | Reduced |
| Chicago Trust Co NA | 6,654 | $2.77M | 0.40% | −491−6.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 6,662 | $2.77M | 0.45% | −1,460−18.0% | Reduced |
| Modern Wealth Management, LLC | 6,669 | $2.77M | 0.03% | +1,693+34.0% | Added |
| TMB Capital Partners, LLC | 6,683 | $2.78M | 0.87% | +386+6.1% | Added |
| Connable Office Inc | 6,686 | $2.78M | 0.24% | +34+0.5% | Added |
| Thoroughbred Financial Services, LLC | 6,693 | $2.78M | 0.13% | +191+2.9% | Added |
| King Luther Capital Management Corp | 6,695 | $2.78M | 0.01% | +243+3.8% | Added |
| Holderness Investments Co | 6,703 | $2.79M | 0.46% | −7−0.1% | Reduced |
| Argo Wealth Advisory, LLC | 6,710 | $2.79M | 1.54% | −186−2.7% | Reduced |
| Prosperity Consulting Group, LLC | 6,711 | $2.79M | 0.11% | +245+3.8% | Added |
| Choate Investment Advisors | 6,728 | $2.80M | 0.05% | −579−7.9% | Reduced |
| Everhart Financial Group, Inc. | 6,732 | $2.80M | 0.18% | +1,385+25.9% | Added |
| Capital Management Associates, Inc | 6,738 | $2.80M | 0.56% | −23−0.3% | Reduced |
| Pallas Capital Advisors LLC | 6,756 | $2.81M | 0.09% | +409+6.4% | Added |
| Griffin Asset Management, Inc. | 6,764 | $2.81M | 0.30% | +61+0.9% | Added |
| Advisory Alpha, LLC | 6,777 | $2.82M | 0.07% | +603+9.8% | Added |
| Spears Abacus Advisors LLC | 6,796 | $2.82M | 0.05% | +155+2.3% | Added |
| Kanawha Capital Management LLC | 6,807 | $2.83M | 0.18% | +724+11.9% | Added |
| Inkwell Capital LLC | 6,808 | $2.83M | 2.94% | +4+0.1% | Added |
| Independence Bank of Kentucky | 6,828 | $2.84M | 0.32% | −349−4.9% | Reduced |
| Sullivan Wood Capital Management LLC | 6,859 | $2.85M | 3.90% | −2,872−29.5% | Reduced |
| CWC Advisors, LLC. | 6,879 | $2.86M | 1.27% | −342−4.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,879 | $2.86M | 0.58% | −70−1.0% | Reduced |
| Quinn Opportunity Partners LLC | 6,900 | $2.87M | 0.13% | +5,900+590.0% | Added |
| SLT Holdings LLC | 6,909 | $2.87M | 1.83% | −27−0.4% | Reduced |
| 44 Wealth Management LLC | 6,967 | $2.90M | 0.96% | +5,669+436.7% | Added |
| Compton Wealth Advisory Group, LLC | 6,819 | $2.91M | 0.59% | −22−0.3% | Reduced |
| Impact Capital Partners LLC | 7,014 | $2.92M | 0.80% | +423+6.4% | Added |
| Tilia Fiduciary Partners, Inc. | 7,020 | $2.92M | 1.38% | +276+4.1% | Added |
| Monetary Management Group Inc | 7,033 | $2.92M | 0.60% | −50−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,056 | $2.93M | 1.26% | +7,056 | New |
| Community Bank, N.A. | 7,101 | $2.95M | 0.32% | −145−2.0% | Reduced |
| Visionary Wealth Advisors | 7,107 | $2.95M | 0.12% | −1,737−19.6% | Reduced |
| Elevated Private Wealth, LLC | 7,135 | $2.97M | 2.82% | +7,135 | New |
| Becker Capital Management Inc | 7,160 | $2.98M | 0.08% | +127+1.8% | Added |
| BCJ Capital Management, LLC | 7,189 | $2.99M | 0.15% | +6,403+814.6% | Added |
| Platform Technology Partners | 7,226 | $3.00M | 0.49% | +333+4.8% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 7,231 | $3.01M | 0.30% | +1,284+21.6% | Added |
| Valley National Advisers Inc | 7,236 | $3.01M | 0.33% | +9+0.1% | Added |
| Berkshire Asset Management LLC | 7,238 | $3.01M | 0.12% | −15−0.2% | Reduced |
| Harrell Investment Partners, LLC | 7,270 | $3.02M | 0.65% | −1,134−13.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,271 | $3.02M | 0.16% | +3,476+91.6% | Added |
| Cito Capital Group, LLC | 7,326 | $3.04M | 0.82% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 7,338 | $3.05M | 2.11% | −100−1.3% | Reduced |
| Schnieders Capital Management, LLC. | 7,354 | $3.06M | 0.40% | −35−0.5% | Reduced |
| Pinnbrook Capital Management LP | 7,360 | $3.06M | 0.51% | +7,360 | New |
| Bellwether Advisors, LLC | 7,404 | $3.08M | 0.46% | +7,404 | New |
| Bond & Devick Financial Network, Inc. | 7,420 | $3.08M | 0.76% | −168−2.2% | Reduced |
| Viawealth, LLC | 7,422 | $3.08M | 1.55% | +65+0.9% | Added |
| Shayne & Co., LLC | 7,455 | $3.10M | 0.92% | −60−0.8% | Reduced |
| Nicollet Investment Management, Inc. | 7,464 | $3.10M | 0.96% | −15−0.2% | Reduced |
| Fragasso Group Inc. | 7,494 | $3.11M | 0.17% | +132+1.8% | Added |
| Barbara Oil Co. | 7,500 | $3.12M | 1.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 7,514 | $3.12M | 0.44% | −168−2.2% | Reduced |
| Fortis Group Advisors, LLC | 7,515 | $3.12M | 0.50% | −382−4.8% | Reduced |
| Catalyst Financial Partners LLC | 7,526 | $3.13M | 0.31% | +809+12.0% | Added |
| Udine Wealth Management, Inc. | 7,530 | $3.13M | 1.30% | +7,530 | New |
| DeDora Capital, Inc. | 7,550 | $3.14M | 0.68% | −210−2.7% | Reduced |
| Chicago Partners Investment Group LLC | 7,413 | $3.14M | 0.06% | +1,932+35.2% | Added |
| Rare Wolf Capital LLC | 7,563 | $3.14M | 2.02% | +860+12.8% | Added |
| Baker Avenue Asset Management, LP | 7,578 | $3.15M | 0.06% | +896+13.4% | Added |
| Ronald Blue Trust, Inc. | 7,589 | $3.15M | 0.03% | +1,226+19.3% | Added |
| Kinneret Advisory, LLC | 7,594 | $3.16M | 0.26% | 00.0% | Unchanged |
| Eos Management, L.P. | 7,616 | $3.17M | 1.25% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 7,619 | $3.17M | 0.73% | +41+0.5% | Added |
| Studio Investment Management LLC | 7,619 | $3.17M | 0.54% | +16+0.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7,657 | $3.18M | 0.94% | +2,441+46.8% | Added |
| Eastern Bank | 7,663 | $3.18M | 0.05% | −45−0.6% | Reduced |
| LRT Capital Management, LLC | 7,706 | $3.20M | 2.08% | +2,241+41.0% | Added |