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 |
|---|---|---|---|---|---|
| SWS Partners | 7,714 | $3.21M | 0.69% | +2,042+36.0% | Added |
| Fairbanks Capital Management, Inc. | 7,722 | $3.21M | 1.90% | −237−3.0% | Reduced |
| Tounjian Advisory Partners, LLC | 7,748 | $3.22M | 1.38% | +7,748 | New |
| Northern Oak Wealth Management Inc | 7,750 | $3.22M | 0.36% | −287−3.6% | Reduced |
| Cascades Capital Asset Management, LLC | 7,767 | $3.23M | 1.19% | +40+0.5% | Added |
| Indivisible Partners | 7,784 | $3.24M | 0.18% | +1,528+24.4% | Added |
| Altfest L J & Co Inc | 7,788 | $3.24M | 0.31% | +6,663+592.3% | Added |
| GWN Securities Inc. | 7,790 | $3.24M | 0.54% | −579−6.9% | Reduced |
| Mystic Asset Management, Inc. | 7,794 | $3.24M | 0.69% | +404+5.5% | Added |
| Kathmere Capital Management, LLC | 7,823 | $3.25M | 0.17% | +881+12.7% | Added |
| Premier Path Wealth Partners, LLC | 7,830 | $3.25M | 0.37% | +1,902+32.1% | Added |
| Global Assets Advisory, LLC | 7,662 | $3.26M | 0.71% | −865−10.1% | Reduced |
| KCM Investment Advisors LLC | 7,896 | $3.28M | 0.10% | −710−8.3% | Reduced |
| Intrust Bank NA | 7,909 | $3.29M | 0.24% | +567+7.7% | Added |
| Resources Management Corp | 7,911 | $3.29M | 0.41% | −40−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 7,916 | $3.29M | 0.09% | +1,434+22.1% | Added |
| Pathway Financial Advisers, LLC | 7,920 | $3.29M | 0.83% | −23−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 7,925 | $3.29M | 0.83% | +2,011+34.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 7,967 | $3.31M | 0.11% | −54−0.7% | Reduced |
| Essex Financial Services, Inc. | 7,973 | $3.31M | 0.17% | +330+4.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,978 | $3.32M | 1.77% | −587−6.9% | Reduced |
| First National Bank of Omaha | 7,943 | $3.32M | 0.09% | +1,086+15.8% | Added |
| Kensington Investment Counsel, LLC | 8,019 | $3.33M | 1.45% | −379−4.5% | Reduced |
| BCGM Wealth Management, LLC | 8,027 | $3.34M | 0.71% | +478+6.3% | Added |
| Wright Investors Service Inc | 8,039 | $3.34M | 0.91% | +1,406+21.2% | Added |
| F/M Investments LLC | 8,043 | $3.34M | 0.17% | +897+12.6% | Added |
| Concord Asset Management, LLC | 8,055 | $3.35M | 0.52% | +1,015+14.4% | Added |
| Vestor Capital, LLC | 32,600 | $3.35M | 0.28% | +31,935+4,802.3% | Added |
| Missouri Trust & Investment Co | 8,100 | $3.36M | 0.91% | −196−2.4% | Reduced |
| Interchange Capital Partners, LLC | 8,088 | $3.36M | 0.63% | +3,795+88.4% | Added |
| Tulsa Wealth Advisors, INC | 8,090 | $3.36M | 0.47% | +1,048+14.9% | Added |
| NorthRock Partners, LLC | 8,104 | $3.37M | 0.05% | −197−2.4% | Reduced |
| Avidian Wealth Solutions, LLC | 8,139 | $3.38M | 0.09% | +395+5.1% | Added |
| Advisor OS, LLC | 8,176 | $3.40M | 0.23% | −155−1.9% | Reduced |
| Chilton Investment Co LLC | 8,178 | $3.40M | 0.08% | −90−1.1% | Reduced |
| J.Safra Asset Management Corp | 8,220 | $3.42M | 0.16% | +2,104+34.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,251 | $3.43M | 1.94% | −1,166−12.4% | Reduced |
| Crestwood Advisors Group LLC | 8,258 | $3.43M | 0.05% | +2,728+49.3% | Added |
| Lighthouse Investment Partners, LLC | 8,285 | $3.44M | 0.11% | +4,222+103.9% | Added |
| Titleist Asset Management, LLC | 8,286 | $3.44M | 0.23% | −1,465−15.0% | Reduced |
| Sargent Investment Group, LLC | 8,294 | $3.45M | 0.41% | +2,906+53.9% | Added |
| Meiji Yasuda America Inc | 8,301 | $3.45M | 0.58% | +2,280+37.9% | Added |
| Concord Wealth Partners | 8,308 | $3.45M | 0.40% | +1,220+17.2% | Added |
| China Universal Asset Management Co., Ltd. | 8,347 | $3.47M | 0.21% | +5,768+223.7% | Added |
| Titan Investment Management LLC | 8,376 | $3.48M | 2.58% | +209+2.6% | Added |
| one8zero8, LLC | 8,406 | $3.49M | 0.69% | −1,746−17.2% | Reduced |
| Family Legacy, Inc. | 8,439 | $3.51M | 0.94% | +20.0% | Added |
| V2 Financial group LLC | 8,444 | $3.51M | 1.31% | −341−3.9% | Reduced |
| Ping Capital Management, Inc. | 8,500 | $3.53M | 1.15% | −100−1.2% | Reduced |
| Timber Creek Capital Management LLC | 8,503 | $3.53M | 0.72% | +676+8.6% | Added |
| Granite Investment Partners, LLC | 8,520 | $3.54M | 0.18% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 8,527 | $3.54M | 0.17% | +7,050+477.3% | Added |
| Paralel Advisors LLC | 8,536 | $3.55M | 0.14% | +3,431+67.2% | Added |
| Tobam | 8,536 | $3.55M | 0.86% | −5,535−39.3% | Reduced |
| Cigna Investments Inc | 8,559 | $3.56M | 0.46% | −106−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 8,579 | $3.57M | 0.07% | −12−0.1% | Reduced |
| Gsa Capital Partners LLP | 8,622 | $3.58M | 0.23% | +2,133+32.9% | Added |
| Focused Wealth Management, Inc | 8,640 | $3.59M | 0.32% | +466+5.7% | Added |
| Capital Analysts, LLC | 8,656 | $3.60M | 0.08% | −39−0.4% | Reduced |
| Lazari Capital Management, Inc. | 8,680 | $3.61M | 1.11% | −29−0.3% | Reduced |
| BigSur Wealth Management LLC | 8,694 | $3.61M | 0.87% | +2,000+29.9% | Added |
| JB Capital LLC | 8,727 | $3.63M | 0.13% | +289+3.4% | Added |
| Capital Advisors Inc | 8,751 | $3.64M | 0.05% | +725+9.0% | Added |
| Procyon Private Wealth Partners, LLC | 8,760 | $3.64M | 0.16% | −2,202−20.1% | Reduced |
| Meadowbrook Advisors Group, LLC | 8,778 | $3.65M | 1.95% | −210−2.3% | Reduced |
| Montag A & Associates Inc | 8,784 | $3.65M | 0.15% | −8−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 8,787 | $3.65M | 0.04% | +410+4.9% | Added |
| Bontempo Ohly Capital Mgmt LLC | 8,831 | $3.67M | 1.56% | −59−0.7% | Reduced |
| Fulton Bank, N.A. | 8,874 | $3.69M | 0.11% | +1,164+15.1% | Added |
| Grimes & Company, Inc. | 8,880 | $3.69M | 0.08% | +1,113+14.3% | Added |
| Gladstone Institutional Advisory LLC | 8,888 | $3.69M | 0.12% | −586−6.2% | Reduced |
| Castleview Partners, LLC | 8,888 | $3.69M | 1.62% | −1,083−10.9% | Reduced |
| U S Wealth Group, LLC. | 8,901 | $3.70M | 2.21% | +937+11.8% | Added |
| Petros Family Wealth, LLC | 8,931 | $3.71M | 2.27% | +2,455+37.9% | Added |
| Aviso Financial Inc. | 8,943 | $3.72M | 0.13% | −208−2.3% | Reduced |
| KMG Fiduciary Partners, LLC | 8,955 | $3.72M | 0.35% | −11,132−55.4% | Reduced |
| Glenview Trust Co | 8,970 | $3.73M | 0.05% | +400+4.7% | Added |
| Cornerstone Planning, LLC | 8,989 | $3.74M | 0.86% | −17−0.2% | Reduced |
| Ami Investment Management Inc | 8,990 | $3.74M | 0.79% | −1,118−11.1% | Reduced |
| Generali Investments, Management Co LLC | 9,024 | $3.75M | 0.81% | +4,030+80.7% | Added |
| Round Rock Advisors, LLC | 9,062 | $3.77M | 0.49% | −295−3.2% | Reduced |
| R.H. Investment Group, LLC | 9,066 | $3.77M | 2.84% | −23−0.3% | Reduced |
| Poehling Capital Management, LLC | 9,075 | $3.77M | 0.81% | −76−0.8% | Reduced |
| Flavin Financial Services, Inc. | 9,082 | $3.77M | 2.15% | +959+11.8% | Added |
| Tenere Capital LLC | 9,122 | $3.79M | 3.01% | +9,122 | New |
| Estabrook Capital Management | 9,149 | $3.80M | 0.51% | −159−1.7% | Reduced |
| HBK Sorce Advisory LLC | 9,264 | $3.82M | 0.07% | +615+7.1% | Added |
| Whalerock Point Partners, LLC | 9,207 | $3.83M | 0.65% | −291−3.1% | Reduced |
| LMR Partners LLP | 9,215 | $3.83M | 0.03% | −136,264−93.7% | Reduced |
| Parsonex Advisory Services, Inc. | 9,219 | $3.83M | 3.33% | +232+2.6% | Added |
| SageView Advisory Group, LLC | 9,224 | $3.83M | 0.13% | −465−4.8% | Reduced |
| Venture Visionary Partners LLC | 9,255 | $3.85M | 0.11% | −436−4.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,283 | $3.86M | 0.16% | +489+5.6% | Added |
| Farmers National Bank | 9,323 | $3.87M | 0.81% | +62+0.7% | Added |
| Caliber Wealth Management, LLC | 9,338 | $3.88M | 0.37% | −5,089−35.3% | Reduced |
| Insigneo Advisory Services, LLC | 9,343 | $3.88M | 0.15% | +948+11.3% | Added |
| Independent Financial Group, LLC | 9,368 | $3.89M | 0.07% | −156−1.6% | Reduced |
| Integrity Alliance, LLC. | 9,384 | $3.90M | 0.12% | −252−2.6% | Reduced |
| Colonial Trust Co | 9,386 | $3.90M | 0.49% | −801−7.9% | Reduced |
| Weik Capital Management | 9,390 | $3.90M | 1.50% | −130−1.4% | Reduced |