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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 9,398 | $3.91M | 0.17% | −1,091−10.4% | Reduced |
| Marathon Wealth Advisors LLC | 9,410 | $3.91M | 1.34% | +13+0.1% | Added |
| New Age Alpha Advisors, LLC | 9,423 | $3.92M | 0.17% | −1,411−13.0% | Reduced |
| Field & Main Bank | 9,445 | $3.93M | 0.81% | +556+6.3% | Added |
| Qtron Investments LLC | 9,450 | $3.93M | 0.52% | +2,273+31.7% | Added |
| First Horizon Corp | 9,505 | $3.95M | 0.15% | −84−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,529 | $3.96M | 0.13% | +3,884+68.8% | Added |
| PACK Private Wealth, LLC | 9,566 | $3.98M | 1.65% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 9,583 | $3.98M | 0.09% | +345+3.7% | Added |
| Fidelis Capital Partners, LLC | 9,602 | $3.99M | 0.23% | +1,283+15.4% | Added |
| AdvisorNet Financial, Inc | 9,604 | $3.99M | 0.18% | +66+0.7% | Added |
| Exome Asset Management LLC | 9,612 | $4.00M | 2.46% | −3,250−25.3% | Reduced |
| Ocean Capital Management, LLC | 9,618 | $4.00M | 0.74% | −2,528−20.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,651 | $4.01M | 1.47% | +175+1.8% | Added |
| First Foundation Advisors | 9,688 | $4.03M | 0.14% | −140−1.4% | Reduced |
| Modera Wealth Management, LLC | 9,699 | $4.03M | 0.04% | +782+8.8% | Added |
| Frec Markets, Inc. | 9,715 | $4.04M | 0.36% | +4,720+94.5% | Added |
| Kingsview Wealth Management, LLC | 9,715 | $4.04M | 0.05% | −23,012−70.3% | Reduced |
| Eclectic Associates Inc | 9,776 | $4.06M | 0.46% | −10−0.1% | Reduced |
| Harbour Capital Advisors, LLC | 9,586 | $4.07M | 0.74% | −80−0.8% | Reduced |
| Modus Advisors, LLC | 9,824 | $4.08M | 1.01% | −40−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 9,856 | $4.10M | 0.08% | +451+4.8% | Added |
| IHT Wealth Management, LLC | 9,889 | $4.11M | 0.09% | −1,571−13.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 9,914 | $4.12M | 1.81% | +503+5.3% | Added |
| Berger Financial Group, Inc | 9,944 | $4.13M | 0.21% | −1,750−15.0% | Reduced |
| Plancorp, LLC | 9,656 | $4.14M | 0.10% | −227−2.3% | Reduced |
| Perigon Wealth Management, LLC | 10,008 | $4.16M | 0.07% | +726+7.8% | Added |
| Trust Asset Management LLC | 10,010 | $4.16M | 0.26% | −200−2.0% | Reduced |
| Value Partners Investments Inc. | 10,035 | $4.16M | 0.29% | −2,084−17.2% | Reduced |
| Mirae Asset Securities (USA) Inc. | 10,032 | $4.17M | 0.19% | +10,032 | New |
| DoubleLine ETF Adviser LP | 10,041 | $4.17M | 1.72% | −1,321−11.6% | Reduced |
| Smartleaf Asset Management LLC | 9,947 | $4.18M | 0.14% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,051 | $4.18M | 0.12% | +1,100+12.3% | Added |
| Bamco Inc | 10,059 | $4.18M | 0.01% | +10,059 | New |
| Chickasaw Capital Management LLC | 10,059 | $4.18M | 0.15% | +175+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,068 | $4.18M | 0.11% | +289+3.0% | Added |
| Pinnacle Holdings, LLC | 10,102 | $4.20M | 1.29% | −467−4.4% | Reduced |
| Nicolet Bankshares Inc | 10,096 | $4.21M | 0.13% | +806+8.7% | Added |
| Lountzis Asset Management, LLC | 10,122 | $4.21M | 1.33% | −560−5.2% | Reduced |
| PFG Investments, LLC | 10,130 | $4.21M | 0.16% | −597−5.6% | Reduced |
| Salem Investment Counselors Inc | 10,200 | $4.24M | 0.11% | +99+1.0% | Added |
| Rehmann Capital Advisory Group | 10,202 | $4.24M | 0.19% | +364+3.7% | Added |
| Sigma Investment Counselors Inc | 10,309 | $4.28M | 0.21% | −1,752−14.5% | Reduced |
| William B. Walkup & Associates, Inc. | 10,383 | $4.32M | 2.08% | +121+1.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 10,448 | $4.34M | 0.65% | +3,069+41.6% | Added |
| WCG Wealth Advisors LLC | 10,456 | $4.35M | 0.10% | +10,456 | New |
| Elgethun Capital Management | 10,457 | $4.35M | 0.61% | +85+0.8% | Added |
| Axxcess Wealth Management, LLC | 10,461 | $4.35M | 0.07% | −2,736−20.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,500 | $4.36M | 0.25% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,456 | $4.39M | 0.21% | +2,482+31.1% | Added |
| Cary Street Partners Financial LLC | 10,577 | $4.40M | 0.10% | +362+3.5% | Added |
| Woodmont Investment Counsel LLC | 10,631 | $4.42M | 0.24% | −1,187−10.0% | Reduced |
| Centaurus Financial, Inc. | 10,661 | $4.43M | 0.17% | −1,206−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,705 | $4.45M | 0.11% | −16,603−60.8% | Reduced |
| Acropolis Investment Management, LLC | 10,706 | $4.45M | 0.18% | −439−3.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 10,782 | $4.48M | 1.23% | +76+0.7% | Added |
| Aaron Wealth Advisors | 10,803 | $4.49M | 0.23% | +1,856+20.7% | Added |
| Sig Brokerage, LP | 10,844 | $4.51M | 0.72% | −9,508−46.7% | Reduced |
| Kornitzer Capital Management Inc | 10,852 | $4.51M | 0.09% | −4,120−27.5% | Reduced |
| Milestone Asset Management, LLC | 10,910 | $4.53M | 0.71% | +1,782+19.5% | Added |
| Advyzon Investment Management, LLC | 10,924 | $4.54M | 0.33% | +2,175+24.9% | Added |
| MMBG Investment Advisors Co. | 10,928 | $4.54M | 0.36% | −5,930−35.2% | Reduced |
| Robeco Schweiz AG | 10,949 | $4.55M | 0.07% | −4,185−27.7% | Reduced |
| Tritonpoint Wealth, LLC | 10,952 | $4.55M | 0.45% | +587+5.7% | Added |
| Venturi Wealth Management, LLC | 10,963 | $4.56M | 0.18% | −2,557−18.9% | Reduced |
| Coastline Trust Co | 10,965 | $4.56M | 0.40% | +51+0.5% | Added |
| Aurdan Capital Management, LLC | 10,980 | $4.56M | 1.16% | −184−1.6% | Reduced |
| Evolve Private Wealth, LLC | 10,999 | $4.57M | 0.28% | −171−1.5% | Reduced |
| Ostrum Asset Management | 11,217 | $4.66M | 0.22% | +3,330+42.2% | Added |
| Manhattan West Asset Management, LLC | 11,236 | $4.67M | 0.78% | +862+8.3% | Added |
| Sandhill Capital Partners LLC | 11,253 | $4.68M | 0.38% | +945+9.2% | Added |
| E Fund Management Co., Ltd. | 11,317 | $4.70M | 0.11% | +895+8.6% | Added |
| Koshinski Asset Management, Inc. | 11,319 | $4.70M | 0.25% | +2,322+25.8% | Added |
| Signal Advisors Wealth, LLC | 11,327 | $4.71M | 0.25% | +1,952+20.8% | Added |
| Community Bank & Trust, Waco, Texas | 11,330 | $4.71M | 0.85% | −300−2.6% | Reduced |
| Resonant Capital Advisors, LLC | 11,340 | $4.71M | 0.23% | +1,948+20.7% | Added |
| Bell Asset Management Ltd | 11,360 | $4.72M | 1.26% | −4,833−29.8% | Reduced |
| Belpointe Asset Management LLC | 11,412 | $4.74M | 0.15% | +1,207+11.8% | Added |
| Palouse Capital Management, Inc. | 11,414 | $4.74M | 2.96% | −1,161−9.2% | Reduced |
| Engineers Gate Manager LP | 11,419 | $4.75M | 0.06% | −9,909−46.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 11,436 | $4.75M | 0.73% | −1,315−10.3% | Reduced |
| Bluesphere Advisors, LLC | 11,445 | $4.76M | 1.47% | +25+0.2% | Added |
| Hilton Capital Management, LLC | 11,465 | $4.77M | 0.32% | +132+1.2% | Added |
| Penserra Capital Management LLC | 11,477 | $4.77M | 0.04% | −6,273−35.3% | Reduced |
| Ninety One North America, Inc. | 11,518 | $4.79M | 0.22% | +11,518 | New |
| HBW Advisory Services LLC | 11,519 | $4.79M | 0.43% | −77−0.7% | Reduced |
| HighPoint Advisor Group LLC | 11,550 | $4.80M | 0.17% | −4,713−29.0% | Reduced |
| Syon Capital LLC | 11,562 | $4.81M | 0.21% | +2,316+25.0% | Added |
| Crossmark Global Holdings, Inc. | 11,569 | $4.81M | 0.06% | −361−3.0% | Reduced |
| Alta Capital Management LLC | 11,572 | $4.81M | 0.36% | −4,650−28.7% | Reduced |
| West Branch Capital LLC | 11,589 | $4.82M | 1.12% | +114+1.0% | Added |
| Integrated Advisors Network LLC | 11,613 | $4.83M | 0.22% | +4,276+58.3% | Added |
| YHB Investment Advisors, Inc. | 11,642 | $4.84M | 0.31% | −5,767−33.1% | Reduced |
| Osprey Private Wealth LLC | 11,646 | $4.84M | 1.25% | +5,714+96.3% | Added |
| St Germain D J Co Inc | 11,647 | $4.84M | 0.17% | −661−5.4% | Reduced |
| Brown Miller Wealth Management, LLC | 11,685 | $4.86M | 1.22% | +618+5.6% | Added |
| Legacy Private Trust Co. | 11,720 | $4.87M | 0.27% | −801−6.4% | Reduced |
| Leavell Investment Management, Inc. | 11,733 | $4.88M | 0.18% | −41−0.3% | Reduced |
| Western Wealth Management, LLC | 11,736 | $4.88M | 0.16% | −2,033−14.8% | Reduced |
| Keebeck Wealth Management, LLC | 11,754 | $4.89M | 0.48% | +9,212+362.4% | Added |