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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 21,280 | $8.84M | 0.15% | +962+4.7% | Added |
| Sather Financial Group Inc | 21,325 | $8.86M | 0.51% | +233+1.1% | Added |
| Checchi Capital Advisers, LLC | 21,340 | $8.87M | 0.56% | +11+0.1% | Added |
| Unison Asset Management LLC | 21,421 | $8.90M | 3.62% | +558+2.7% | Added |
| Penobscot Investment Management Company, Inc. | 21,503 | $8.94M | 0.61% | +541+2.6% | Added |
| Greenwood Capital Associates LLC | 21,632 | $8.99M | 0.88% | −381−1.7% | Reduced |
| Pinnacle Associates Ltd | 21,693 | $9.02M | 0.10% | +109+0.5% | Added |
| Bretton Capital Management, LLC | 21,700 | $9.02M | 7.20% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 21,800 | $9.06M | 0.48% | +2,992+15.9% | Added |
| WP Advisors, LLC | 21,846 | $9.08M | 2.20% | −1,499−6.4% | Reduced |
| North Point Portfolio Managers Corp | 22,058 | $9.17M | 1.51% | −1,020−4.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,200 | $9.23M | 0.11% | −2,351−9.6% | Reduced |
| Signaturefd, LLC | 22,240 | $9.24M | 0.12% | +2,480+12.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 22,258 | $9.25M | 0.50% | −1,029−4.4% | Reduced |
| Ritholtz Wealth Management | 22,405 | $9.31M | 0.14% | +8,452+60.6% | Added |
| Van Eck Associates Corp | 22,442 | $9.33M | 0.01% | −170,669−88.4% | Reduced |
| Spinnaker Trust | 22,525 | $9.36M | 0.45% | −4,957−18.0% | Reduced |
| Lincluden Management Ltd | 22,589 | $9.39M | 0.92% | +34+0.2% | Added |
| Banque de Luxembourg S.A. | 22,683 | $9.43M | 4.45% | −1,527−6.3% | Reduced |
| Jag Capital Management, LLC | 22,794 | $9.47M | 0.89% | +22,794 | New |
| Red Door Wealth Management, LLC | 22,967 | $9.55M | 0.87% | +407+1.8% | Added |
| Hamilton Capital Partners Inc. | 23,023 | $9.57M | 0.28% | −529−2.2% | Reduced |
| Plato Investment Management Ltd | 23,178 | $9.58M | 0.55% | +4,863+26.6% | Added |
| Consolidated Investment Group LLC | 23,130 | $9.61M | 0.84% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 23,140 | $9.62M | 0.39% | −89,331−79.4% | Reduced |
| Independent Advisor Alliance | 23,140 | $9.62M | 0.23% | +1,888+8.9% | Added |
| Farther Finance Advisors, LLC | 23,255 | $9.67M | 0.08% | +1,491+6.9% | Added |
| Victrix Investment Advisors | 23,443 | $9.74M | 4.08% | +1,875+8.7% | Added |
| Ashton Thomas Private Wealth, LLC | 23,459 | $9.75M | 0.20% | +463+2.0% | Added |
| First American Bank | 23,464 | $9.75M | 0.54% | +984+4.4% | Added |
| Fulcrum Capital LLC | 23,494 | $9.76M | 1.98% | −1,500−6.0% | Reduced |
| Wedbush Securities Inc | 23,548 | $9.79M | 0.25% | −4,242−15.3% | Reduced |
| Bridger Management, LLC | 23,699 | $9.85M | 6.56% | +23,699 | New |
| Global Retirement Partners, LLC | 23,702 | $9.85M | 0.15% | +23,702 | New |
| Amica Mutual Insurance Co | 23,712 | $9.86M | 0.82% | −1,064−4.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,773 | $9.88M | 0.10% | −2,909−10.9% | Reduced |
| Marks Group Wealth Management, Inc | 23,818 | $9.90M | 0.86% | −16,052−40.3% | Reduced |
| Harbour Investments, Inc. | 23,835 | $9.91M | 0.13% | −4,112−14.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,840 | $9.91M | 0.59% | −108−0.5% | Reduced |
| Pioneer Trust Bank N A | 23,854 | $9.91M | 2.25% | −1,299−5.2% | Reduced |
| Siemens Fonds Invest GmbH | 23,859 | $9.92M | 0.49% | +457+2.0% | Added |
| XTX Topco Ltd | 23,876 | $9.92M | 0.13% | −14,643−38.0% | Reduced |
| Concord Investment Counsel Inc. | 24,054 | $9.97M | 2.72% | −23−0.1% | Reduced |
| McRae Capital Management Inc | 24,171 | $10.0M | 1.98% | −3,644−13.1% | Reduced |
| German American Bancorp, Inc. | 24,246 | $10.1M | 0.76% | −108−0.4% | Reduced |
| L & S Advisors Inc | 24,250 | $10.1M | 1.04% | +24,250 | New |
| Moneta Group Investment Advisors LLC | 24,404 | $10.1M | 0.08% | +2,054+9.2% | Added |
| Carnegie Lake Advisors LLC | 24,446 | $10.2M | 3.79% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 24,588 | $10.2M | 0.12% | +260+1.1% | Added |
| Chesley Taft & Associates LLC | 24,620 | $10.2M | 0.40% | −327−1.3% | Reduced |
| Lake Street Financial LLC | 24,723 | $10.3M | 1.18% | +33+0.1% | Added |
| Securian Asset Management, Inc | 24,133 | $10.3M | 0.37% | −398−1.6% | Reduced |
| Brighton Jones LLC | 24,767 | $10.3M | 0.19% | +2,442+10.9% | Added |
| EP Wealth Advisors, LLC | 24,815 | $10.3M | 0.04% | +2,156+9.5% | Added |
| FORA Capital, LLC | 24,857 | $10.3M | 0.71% | −23,457−48.6% | Reduced |
| Shelton Capital Management | 24,849 | $10.3M | 0.19% | −9,331−27.3% | Reduced |
| QV Investors Inc. | 24,874 | $10.3M | 0.80% | −680−2.7% | Reduced |
| San Luis Wealth Advisors LLC | 24,975 | $10.4M | 1.56% | +230+0.9% | Added |
| Kempen Capital Management N.V. | 25,173 | $10.5M | 0.08% | +3,538+16.4% | Added |
| Triglav Skladi, D.O.O. | 25,200 | $10.5M | 0.55% | +16,700+196.5% | Added |
| North Star Asset Management Inc | 25,262 | $10.5M | 0.41% | −2,071−7.6% | Reduced |
| WSFS Capital Management, LLC | 25,559 | $10.6M | 0.46% | −222−0.9% | Reduced |
| Tema ETFs LLC | 25,668 | $10.7M | 0.34% | +1,682+7.0% | Added |
| DJE Kapital AG | 25,750 | $10.7M | 0.20% | +5,550+27.5% | Added |
| Arkadios Wealth Advisors | 25,742 | $10.7M | 0.16% | +982+4.0% | Added |
| Icon Wealth Advisors, LLC | 25,806 | $10.7M | 0.65% | +3,230+14.3% | Added |
| Atlantic Union Bankshares Corp | 25,899 | $10.8M | 0.18% | −370−1.4% | Reduced |
| Parallel Advisors, LLC | 25,989 | $10.8M | 0.17% | +1,664+6.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 26,000 | $10.8M | 2.41% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 26,083 | $10.8M | 0.60% | +76+0.3% | Added |
| RNC Capital Management LLC | 26,098 | $10.8M | 0.45% | +214+0.8% | Added |
| J. Safra Sarasin Holding AG | 27,201 | $10.9M | 0.16% | +3,050+12.6% | Added |
| Toth Financial Advisory Corp | 26,164 | $10.9M | 1.06% | +5,232+25.0% | Added |
| Marietta Wealth Management, LLC | 26,173 | $10.9M | 1.12% | +846+3.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 26,366 | $11.0M | 0.04% | +316+1.2% | Added |
| Mirador Capital Partners LP | 26,503 | $11.0M | 1.35% | +388+1.5% | Added |
| Parus Finance (UK) Ltd | 26,515 | $11.0M | 2.88% | −534−2.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 26,560 | $11.0M | 0.62% | +26,560 | New |
| Principle Wealth Partners LLC | 26,657 | $11.1M | 0.55% | −205−0.8% | Reduced |
| CAPROCK Group, Inc. | 26,856 | $11.2M | 0.21% | +4,906+22.4% | Added |
| Banque Cantonale Vaudoise | 26,885 | $11.2M | 0.43% | +7,361+37.7% | Added |
| Aquatic Capital Management LLC | 27,000 | $11.2M | 0.39% | −80,796−75.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 27,021 | $11.2M | 0.56% | +65+0.2% | Added |
| MUFG Securities Americas Inc. | 27,352 | $11.4M | 0.58% | +2,292+9.1% | Added |
| Blue Zone Wealth Advisors, LLC | 27,416 | $11.4M | 1.99% | −534−1.9% | Reduced |
| Summit Financial, LLC | 27,417 | $11.4M | 0.12% | +1,127+4.3% | Added |
| Redwood Capital Management, LLC | 27,500 | $11.4M | 1.23% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 27,511 | $11.4M | 0.30% | +1,092+4.1% | Added |
| Van Den Berg Management I, Inc | 27,680 | $11.5M | 2.43% | −1,208−4.2% | Reduced |
| Alps Advisors Inc | 27,758 | $11.5M | 0.05% | +16,693+150.9% | Added |
| AlTi Global, Inc. | 27,760 | $11.5M | 0.24% | −1,248−4.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,843 | $11.6M | 0.06% | +5,756+26.1% | Added |
| Anchor Investment Management, LLC | 28,060 | $11.7M | 0.88% | −1,351−4.6% | Reduced |
| Coronation Fund Managers Ltd. | 28,144 | $11.7M | 0.45% | −30,080−51.7% | Reduced |
| Colonial Trust Advisors | 28,270 | $11.8M | 0.82% | −298−1.0% | Reduced |
| Slate Path Capital LP | 28,300 | $11.8M | 0.16% | +28,300 | New |
| Live Oak Private Wealth LLC | 28,355 | $11.8M | 1.47% | −3,061−9.7% | Reduced |
| Quadrant Capital Group LLC | 28,522 | $11.9M | 0.32% | +728+2.6% | Added |
| Davy Global Fund Management Ltd | 28,839 | $12.0M | 0.76% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 28,850 | $12.0M | 0.38% | −650−2.2% | Reduced |