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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 15,553 | $6.46M | 0.24% | +1,143+7.9% | Added |
| LSV Asset Management | 15,565 | $6.47M | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 15,606 | $6.49M | 0.39% | +15,606 | New |
| Fiduciary Alliance LLC | 15,616 | $6.49M | 0.44% | +3,347+27.3% | Added |
| Wealthspire Advisors, LLC | 15,639 | $6.50M | 0.04% | +3,128+25.0% | Added |
| Ballentine Partners, LLC | 15,641 | $6.50M | 0.08% | +570+3.8% | Added |
| TB Alternative Assets Ltd. | 15,675 | $6.51M | 1.05% | −31,509−66.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,812 | $6.57M | 1.41% | −148−0.9% | Reduced |
| Catalytic Wealth RIA, LLC | 15,847 | $6.59M | 0.38% | −3,661−18.8% | Reduced |
| Commonwealth Retirement Investments LLC | 15,970 | $6.64M | 1.80% | +5,478+52.2% | Added |
| Nicholas Company, Inc. | 16,007 | $6.65M | 0.12% | −540−3.3% | Reduced |
| Valeo Financial Advisors, LLC | 16,110 | $6.70M | 0.14% | −61−0.4% | Reduced |
| Chronos Wealth Management, LLC | 16,130 | $6.70M | 2.97% | −88−0.5% | Reduced |
| Ceera Investments, LLC | 16,193 | $6.73M | 2.85% | −243−1.5% | Reduced |
| Blue Fin Capital, Inc. | 16,254 | $6.76M | 0.98% | +83+0.5% | Added |
| CFC Planning Co LLC | 16,316 | $6.78M | 4.01% | +1,311+8.7% | Added |
| Dakota Wealth Management | 16,471 | $6.85M | 0.13% | +4,630+39.1% | Added |
| Blue Edge Capital, LLC | 16,489 | $6.85M | 0.83% | −294−1.8% | Reduced |
| Ancora Advisors, LLC | 16,514 | $6.86M | 0.13% | −5,250−24.1% | Reduced |
| Lynch Asset Management, Inc. | 16,550 | $6.88M | 1.88% | −100−0.6% | Reduced |
| Wesbanco Bank Inc | 16,560 | $6.88M | 0.17% | −19,604−54.2% | Reduced |
| Twin Capital Management Inc | 16,577 | $6.89M | 0.75% | +210+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 16,615 | $6.91M | 0.19% | +660+4.1% | Added |
| Aviance Capital Partners, LLC | 16,642 | $6.92M | 0.72% | −279−1.6% | Reduced |
| Advisors Capital Management, LLC | 16,670 | $6.93M | 0.07% | −146−0.9% | Reduced |
| DC Investments Management, LLC | 16,692 | $6.94M | 2.37% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 16,714 | $6.95M | 1.15% | +1,152+7.4% | Added |
| Mutual Advisors, LLC | 16,829 | $6.99M | 0.13% | −409−2.4% | Reduced |
| Hallmark Capital Management Inc | 16,868 | $7.01M | 0.41% | +16+0.1% | Added |
| Ausdal Financial Partners, Inc. | 16,887 | $7.02M | 0.28% | −3,115−15.6% | Reduced |
| GAM Holding AG | 16,889 | $7.02M | 0.54% | −6,953−29.2% | Reduced |
| Citizens National Bank Trust Department | 16,924 | $7.03M | 1.03% | −221−1.3% | Reduced |
| Tradition Wealth Management, LLC | 16,983 | $7.06M | 0.43% | −353−2.0% | Reduced |
| International Assets Investment Management, LLC | 425,691 | $7.10M | 0.42% | −3,816−0.9% | Reduced |
| Smith, Salley & Associates | 17,096 | $7.11M | 0.31% | +1,246+7.9% | Added |
| Garrison Bradford & Associates Inc | 17,102 | $7.11M | 7.71% | −5,100−23.0% | Reduced |
| VestGen Advisors, LLC | 17,105 | $7.11M | 0.21% | +4,364+34.3% | Added |
| Chemistry Wealth Management LLC | 17,135 | $7.12M | 1.15% | +49+0.3% | Added |
| SaddleRock Capital Management LLC | 17,179 | $7.14M | 6.89% | +17,179 | New |
| Cohen Klingenstein LLC | 17,200 | $7.15M | 0.20% | 00.0% | Unchanged |
| Groupe la Francaise | 17,269 | $7.18M | 0.09% | −85−0.5% | Reduced |
| SNS Financial Group, LLC | 17,312 | $7.20M | 0.14% | +14,573+532.1% | Added |
| Harber Asset Management LLC | 17,317 | $7.20M | 4.33% | +956+5.8% | Added |
| Bryn Mawr Trust Co | 17,341 | $7.21M | 0.16% | +57+0.3% | Added |
| TCG Advisory Services, LLC | 17,362 | $7.22M | 0.13% | +2,927+20.3% | Added |
| Hyperion Capital Advisors LP | 17,416 | $7.24M | 3.26% | −16,633−48.9% | Reduced |
| Umb Bank N A | 17,448 | $7.25M | 0.09% | −226−1.3% | Reduced |
| Ballast, Inc. | 17,484 | $7.27M | 1.37% | +1,791+11.4% | Added |
| Huber Capital Management LLC | 17,556 | $7.30M | 1.08% | +56+0.3% | Added |
| Highland Capital Management, LLC | 17,582 | $7.31M | 0.34% | +7,857+80.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 17,589 | $7.31M | 0.13% | −3,643−17.2% | Reduced |
| Cinctive Capital Management LP | 17,602 | $7.32M | 0.29% | −7,592−30.1% | Reduced |
| First Citizens Bank & Trust Co | 17,641 | $7.33M | 0.11% | +967+5.8% | Added |
| Goelzer Investment Management, Inc. | 17,688 | $7.35M | 0.32% | −857−4.6% | Reduced |
| Pentwater Capital Management LP | 17,758 | $7.38M | 0.06% | −494,242−96.5% | Reduced |
| Buckingham Strategic Partners | 17,805 | $7.40M | 0.06% | +5,996+50.8% | Added |
| LGT Fund Management Co Ltd. | 17,941 | $7.46M | 0.31% | +447+2.6% | Added |
| Spire Wealth Management | 17,949 | $7.46M | 0.23% | +170+1.0% | Added |
| Aurora Investment Managers, LLC. | 18,038 | $7.50M | 4.58% | +18,038 | New |
| Spartan Wealth Advisory Services LLC | 18,085 | $7.52M | 0.62% | −9,429−34.3% | Reduced |
| Greenleaf Trust | 18,096 | $7.52M | 0.07% | +1,857+11.4% | Added |
| Altrius Capital Management Inc | 18,188 | $7.56M | 1.44% | −1,163−6.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 17,624 | $7.61M | 0.20% | +2,079+13.4% | Added |
| Brookstone Capital Management | 18,312 | $7.61M | 0.08% | +1,429+8.5% | Added |
| Hohimer Wealth Management, LLC | 18,403 | $7.65M | 0.79% | +998+5.7% | Added |
| Easterly Investment Partners LLC | 18,500 | $7.69M | 0.39% | +18,500 | New |
| Stolper Co | 18,531 | $7.70M | 1.99% | −43,893−70.3% | Reduced |
| Meeder Advisory Services, Inc. | 18,597 | $7.73M | 0.28% | +2,484+15.4% | Added |
| WealthPlan Investment Management, LLC | 18,649 | $7.75M | 0.39% | −3,149−14.4% | Reduced |
| Brooklands Fund Management Ltd | 18,214 | $7.80M | 6.10% | −40.0% | Reduced |
| Clough Capital Partners L P | 18,849 | $7.83M | 0.64% | +3,804+25.3% | Added |
| Mission Wealth Management, LP | 18,946 | $7.87M | 0.10% | +4,201+28.5% | Added |
| BLI - Banque de Luxembourg Investments | 18,793 | $7.90M | 0.28% | −23,890−56.0% | Reduced |
| Capital Investment Advisors, LLC | 19,054 | $7.92M | 0.10% | +333+1.8% | Added |
| Brevan Howard Capital Management LP | 19,114 | $7.94M | 0.11% | +66+0.3% | Added |
| Change Path, LLC | 19,280 | $8.01M | 0.17% | +136+0.7% | Added |
| Gabelli Funds LLC | 19,520 | $8.11M | 0.05% | −50−0.3% | Reduced |
| Citizens Financial Group Inc | 19,543 | $8.12M | 0.10% | +1,543+8.6% | Added |
| Lee Danner & Bass Inc | 19,547 | $8.12M | 0.47% | −140−0.7% | Reduced |
| Ascent Group, LLC | 19,555 | $8.13M | 0.24% | +2,750+16.4% | Added |
| Foundations Investment Advisors, LLC | 19,604 | $8.15M | 0.08% | +1,073+5.8% | Added |
| Burney Co | 19,625 | $8.16M | 0.22% | −930−4.5% | Reduced |
| Johnson Investment Counsel Inc | 19,673 | $8.18M | 0.06% | −7,996−28.9% | Reduced |
| Pensionmark Financial Group, LLC | 29,267 | $8.19M | 0.14% | −2,141−6.8% | Reduced |
| Buffalo Business & Estate Services Ltd | – | $8.21M | 1.04% | – | New |
| Parcion Private Wealth LLC | 19,889 | $8.27M | 0.46% | +17,382+693.3% | Added |
| BOCHK Asset Management Ltd | 19,975 | $8.30M | 1.31% | +13,385+203.1% | Added |
| Guardian Capital LP | 19,985 | $8.31M | 0.20% | +663+3.4% | Added |
| Saranac Partners Ltd | 20,032 | $8.34M | 2.68% | +66+0.3% | Added |
| Greenwich Wealth Management LLC | 20,074 | $8.34M | 0.30% | +15+0.1% | Added |
| Bradley Foster & Sargent Inc | 20,186 | $8.39M | 0.12% | −413−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 20,268 | $8.42M | 0.13% | +1,987+10.9% | Added |
| Oak Thistle LLC | 20,411 | $8.48M | 0.82% | +2,191+12.0% | Added |
| Kennedy Capital Management, Inc. | 20,414 | $8.48M | 0.15% | +1,534+8.1% | Added |
| Lowe Brockenbrough & Co Inc | 20,450 | $8.50M | 0.38% | −24−0.1% | Reduced |
| Great Waters Wealth Management | 20,620 | $8.57M | 0.79% | +1,884+10.1% | Added |
| Titan Wealth (CI) Ltd | 20,843 | $8.66M | 3.22% | −4,970−19.3% | Reduced |
| Evergreen Capital Management LLC | 21,037 | $8.74M | 0.15% | +942+4.7% | Added |
| McGinn Investment Management, Inc. | 21,126 | $8.78M | 5.34% | −165−0.8% | Reduced |
| Westerkirk Capital Inc. | 21,165 | $8.80M | 0.85% | −3,322−13.6% | Reduced |