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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 11,769 | $4.89M | 0.14% | −1,788−13.2% | Reduced |
| Flagship Harbor Advisors, LLC | 11,778 | $4.90M | 0.19% | −1,074−8.4% | Reduced |
| Van Hulzen Asset Management, LLC | 11,817 | $4.91M | 0.35% | +1,972+20.0% | Added |
| Accredited Investors Inc. | 11,819 | $4.91M | 0.21% | +2,151+22.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,835 | $4.92M | 0.02% | −378−3.1% | Reduced |
| Rench Wealth Management, Inc. | 11,902 | $4.95M | 1.33% | −203−1.7% | Reduced |
| Money Concepts Capital Corp | 11,916 | $4.95M | 0.23% | +72+0.6% | Added |
| Altrafin AG | 11,931 | $4.96M | 1.94% | −4,758−28.5% | Reduced |
| TD Private Client Wealth LLC | 11,937 | $4.96M | 0.09% | +6,117+105.1% | Added |
| National Asset Management, Inc. | 11,819 | $4.96M | 0.27% | +516+4.6% | Added |
| Trilogy Capital Inc. | 12,033 | $5.00M | 0.20% | +10,812+885.5% | Added |
| Financial Advisory Service, Inc. | 12,076 | $5.02M | 0.26% | +793+7.0% | Added |
| Maia Wealth LLC | 12,104 | $5.03M | 0.74% | +1,089+9.9% | Added |
| Capital Investment Advisory Services, LLC | 12,199 | $5.07M | 0.31% | −66−0.5% | Reduced |
| Perkins Coie Trust Co | 12,218 | $5.08M | 0.84% | −561−4.4% | Reduced |
| Guardian Partners Inc. | 12,224 | $5.08M | 0.46% | −1,019−7.7% | Reduced |
| ZEGA Investments, LLC | 12,243 | $5.09M | 0.85% | +1,041+9.3% | Added |
| Matauro, LLC | 12,334 | $5.13M | 0.68% | −135−1.1% | Reduced |
| Liberty Capital Management, Inc. | 12,336 | $5.13M | 0.88% | +12,336 | New |
| Savvy Advisors, Inc. | 12,367 | $5.14M | 0.11% | +5,587+82.4% | Added |
| Jasper Ridge Partners, L.P. | 12,379 | $5.15M | 0.11% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,397 | $5.15M | 0.26% | −1,056−7.8% | Reduced |
| Leeward Financial Partners, LLC | 12,411 | $5.16M | 1.35% | +11+0.1% | Added |
| Collar Capital Management, LLC | 12,418 | $5.16M | 3.04% | −466−3.6% | Reduced |
| RMB Capital Management, LLC | 12,452 | $5.18M | 0.08% | +4,406+54.8% | Added |
| Eagle Rock Investment Company, LLC | 12,460 | $5.18M | 0.64% | −1,292−9.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 12,479 | $5.19M | 0.61% | −917−6.8% | Reduced |
| Morton Community Bank | 12,546 | $5.21M | 1.06% | +545+4.5% | Added |
| Naples Global Advisors, LLC | 12,559 | $5.22M | 0.32% | +457+3.8% | Added |
| LexAurum Advisors, LLC | 12,589 | $5.23M | 0.60% | +35+0.3% | Added |
| Beech Hill Advisors, Inc. | 12,714 | $5.28M | 2.34% | +94+0.7% | Added |
| Sigma Planning Corp | 12,723 | $5.29M | 0.13% | −1,795−12.4% | Reduced |
| Sagespring Wealth Partners, LLC | 12,729 | $5.29M | 0.08% | +3,272+34.6% | Added |
| Sky Investment Group LLC | 12,785 | $5.31M | 0.83% | −292−2.2% | Reduced |
| Mattson Financial Services, LLC | 12,583 | $5.33M | 1.12% | −1,360−9.8% | Reduced |
| NBT Bank N A | 12,952 | $5.38M | 0.36% | −257−1.9% | Reduced |
| Logan Capital Management Inc | 12,971 | $5.39M | 0.20% | +12,971 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $5.40M | 1.50% | 00.0% | Unchanged |
| Roundview Capital LLC | 13,019 | $5.41M | 0.30% | +26+0.2% | Added |
| Hancock Whitney Corp | 13,028 | $5.41M | 0.09% | −337−2.5% | Reduced |
| TritonPoint Partners, LLC | 13,038 | $5.42M | 0.45% | +10,034+334.0% | Added |
| Linscomb & Williams, Inc. | 13,056 | $5.43M | 0.24% | −120−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 13,093 | $5.44M | 0.47% | +1,910+17.1% | Added |
| Scissortail Wealth Management, LLC | 13,096 | $5.44M | 1.05% | −145−1.1% | Reduced |
| Tradewinds, LLC. | 8,190 | $5.46M | 1.71% | −3,540−30.2% | Reduced |
| Cidel Asset Management Inc | 13,198 | $5.49M | 0.26% | +441+3.5% | Added |
| Sectoral Asset Management Inc | 13,235 | $5.50M | 3.84% | −1,722−11.5% | Reduced |
| Griffith & Werner, Inc. | 13,278 | $5.52M | 2.59% | +788+6.3% | Added |
| ABN AMRO Bank N.V. | 13,291 | $5.56M | 0.07% | +12,070+988.5% | Added |
| Wedmont Private Capital | 13,166 | $5.59M | 0.15% | +122+0.9% | Added |
| SBI Securities Co., Ltd. | 13,485 | $5.60M | 0.13% | −5,652−29.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 13,489 | $5.61M | 0.41% | −300−2.2% | Reduced |
| Inspire Trust Co, N.A. | 13,500 | $5.61M | 0.77% | −11,040−45.0% | Reduced |
| Winmill & Co. Inc | 13,500 | $5.61M | 1.24% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13,540 | $5.63M | 0.08% | −5,965−30.6% | Reduced |
| Meridian Wealth Management, LLC | 13,546 | $5.63M | 0.17% | −791−5.5% | Reduced |
| Atomi Financial Group, Inc. | 13,585 | $5.65M | 0.15% | +5,675+71.7% | Added |
| Williams Jones Wealth Management, LLC. | 13,606 | $5.66M | 0.06% | +3,095+29.4% | Added |
| Allen Operations LLC | 13,633 | $5.67M | 0.79% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 13,767 | $5.72M | 1.48% | +7,930+135.9% | Added |
| Simon Quick Advisors, LLC | 13,772 | $5.72M | 0.23% | +766+5.9% | Added |
| Clearstead Advisors, LLC | 13,787 | $5.73M | 0.05% | −305−2.2% | Reduced |
| DLK Investment Management, LLC | 11,274 | $5.74M | 2.47% | +11,274 | New |
| Vanguard National Trust Co | 13,871 | $5.77M | 0.31% | −18−0.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 13,927 | $5.79M | 0.50% | +2,527+22.2% | Added |
| HWG Holdings LP | 13,947 | $5.80M | 1.31% | +13,947 | New |
| Axecap Investments, LLC | 13,996 | $5.82M | 3.22% | +13,996 | New |
| Clear Harbor Asset Management, LLC | 14,000 | $5.82M | 0.36% | −20.0% | Reduced |
| Profund Advisors LLC | 14,020 | $5.83M | 0.16% | −124−0.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,115 | $5.87M | 1.12% | −40.0% | Reduced |
| Verdence Capital Advisors LLC | 14,130 | $5.87M | 0.31% | −226−1.6% | Reduced |
| Convergence Investment Partners, LLC | 14,197 | $5.90M | 0.56% | +11,925+524.9% | Added |
| Portfolio Design Labs, LLC | 14,201 | $5.90M | 0.97% | +7,164+101.8% | Added |
| Frank, Rimerman Advisors LLC | 14,325 | $5.95M | 0.34% | −52−0.4% | Reduced |
| Caxton Associates LLP | 14,512 | $6.03M | 0.11% | +10,898+301.5% | Added |
| Ameritas Investment Partners, Inc. | 14,525 | $6.04M | 0.16% | −694−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 14,581 | $6.06M | 0.08% | −678−4.4% | Reduced |
| Science & Technology Partners, L.P. | 14,600 | $6.07M | 1.02% | +14,600 | New |
| Bell & Brown Wealth Advisors, LLC | 14,604 | $6.07M | 1.84% | +840+6.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,653 | $6.09M | 0.17% | −90−0.6% | Reduced |
| Mubadala Investment Co PJSC | 14,663 | $6.09M | 0.02% | +14,663 | New |
| AlphaCore Capital LLC | 14,684 | $6.10M | 0.11% | +4,809+48.7% | Added |
| Harbor Investment Advisory, LLC | 14,748 | $6.13M | 0.43% | −1,015−6.4% | Reduced |
| Lockheed Martin Investment Management Co | 14,770 | $6.14M | 0.24% | −30−0.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 14,832 | $6.16M | 0.29% | −1,157−7.2% | Reduced |
| Kingstone Capital Partners Texas, LLC | 14,860 | $6.18M | 3.29% | +77+0.5% | Added |
| Lee Johnson Capital Management, LLC | 14,869 | $6.18M | 1.93% | +14,869 | New |
| Schmidt P J Investment Management Inc | 14,951 | $6.21M | 0.97% | −1,075−6.7% | Reduced |
| AMG National Trust Bank | 14,966 | $6.22M | 0.13% | +1,048+7.5% | Added |
| Beverly Hills Private Wealth, LLC | 14,999 | $6.23M | 1.20% | −2,727−15.4% | Reduced |
| Sienna Gestion | 14,716 | $6.25M | 0.37% | +14,716 | New |
| EFG International AG | 15,036 | $6.25M | 0.11% | +177+1.2% | Added |
| Central Pacific Bank - Trust Division | 15,098 | $6.28M | 0.64% | +4,043+36.6% | Added |
| Busey Wealth Management | 15,141 | $6.29M | 0.15% | −1,789−10.6% | Reduced |
| AIMZ Investment Advisors, LLC | 15,160 | $6.30M | 1.73% | +10.0% | Added |
| Johnson Financial Group, Inc. | 15,176 | $6.31M | 0.21% | +147+1.0% | Added |
| Equitable Trust Co | 15,220 | $6.33M | 0.26% | −20,934−57.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,443 | $6.42M | 1.50% | +342+2.3% | Added |
| Trillium Asset Management, LLC | 15,493 | $6.44M | 0.20% | −19,226−55.4% | Reduced |
| Rothschild Investment LLC | 15,536 | $6.46M | 0.24% | +5,020+47.7% | Added |