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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 28,869 | $12.0M | 1.43% | −1,960−6.4% | Reduced |
| Osmosis Investment Management UK Ltd | 28,873 | $12.0M | 0.56% | −26,839−48.2% | Reduced |
| Americana Partners, LLC | 29,074 | $12.1M | 0.27% | +5,004+20.8% | Added |
| Heritage Trust Co | 29,111 | $12.1M | 1.05% | +409+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,117 | $12.1M | 0.14% | +132+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 29,147 | $12.1M | 0.03% | −11,673−28.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 29,181 | $12.1M | 0.43% | +4,873+20.0% | Added |
| North Dakota State Investment Board | 29,272 | $12.2M | 0.49% | +2,904+11.0% | Added |
| ExodusPoint Capital Management, LP | 29,432 | $12.2M | 0.11% | −118−0.4% | Reduced |
| Alerus Financial NA | 29,498 | $12.3M | 0.54% | −950−3.1% | Reduced |
| Oppenheimer & Co Inc | 29,503 | $12.3M | 0.13% | −2,570−8.0% | Reduced |
| Washington Trust Bank | 29,521 | $12.3M | 0.86% | −5,648−16.1% | Reduced |
| Cornerstone Advisors, LLC | 29,599 | $12.3M | 0.41% | +29,599 | New |
| We Are One Seven, LLC | 29,713 | $12.3M | 0.20% | +4,514+17.9% | Added |
| CX Institutional | 29,729 | $12.4M | 0.36% | +535+1.8% | Added |
| Exchange Traded Concepts, LLC | 29,737 | $12.4M | 0.06% | +16,729+128.6% | Added |
| Foyston, Gordon, & Payne Inc | 29,851 | $12.4M | 2.65% | +384+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 29,919 | $12.4M | 1.02% | −202−0.7% | Reduced |
| Ally Financial Inc. | 30,000 | $12.5M | 1.61% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 30,010 | $12.5M | 0.11% | +3,041+11.3% | Added |
| GAMMA Investing LLC | 30,011 | $12.5M | 0.46% | +8,315+38.3% | Added |
| Elwood Capital Partners LP | 30,028 | $12.5M | 9.10% | +20,000+199.4% | Added |
| Steadfast Capital Management LP | 30,050 | $12.5M | 0.38% | +30,050 | New |
| Emerald Investment Advisers, LLC | 30,090 | $12.5M | 0.83% | +4,439+17.3% | Added |
| Principal Securities, Inc. | 30,333 | $12.6M | 0.15% | +4,884+19.2% | Added |
| Petredis Investment Advisors LLC | 30,468 | $12.7M | 0.85% | −30−0.1% | Reduced |
| Gryphon Financial Partners LLC | 30,724 | $12.8M | 1.13% | +989+3.3% | Added |
| Asio Capital, LLC | 30,746 | $12.8M | 1.64% | −2,603−7.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 30,900 | $12.8M | 0.32% | −2,037−6.2% | Reduced |
| Rathbone Brothers plc | 30,911 | $12.8M | 0.05% | −6,995−18.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 30,960 | $12.9M | 1.17% | −3,289−9.6% | Reduced |
| Capital Group Private Client Services, Inc. | 31,096 | $12.9M | 0.18% | −1,068−3.3% | Reduced |
| Warren Averett Asset Management, LLC | 31,173 | $13.0M | 0.08% | −409−1.3% | Reduced |
| Violich Capital Management, Inc. | 31,254 | $13.0M | 1.41% | +250+0.8% | Added |
| Teamwork Financial Advisors, LLC | 31,314 | $13.0M | 1.21% | +29,712+1,854.7% | Added |
| Mount Yale Investment Advisors, LLC | 31,341 | $13.0M | 0.24% | +14,610+87.3% | Added |
| Merit Financial Group, LLC | 31,551 | $13.1M | 0.08% | +5,787+22.5% | Added |
| Soltis Investment Advisors LLC | 31,654 | $13.2M | 0.76% | +1,422+4.7% | Added |
| Simplicity Wealth,LLC | 31,667 | $13.2M | 0.44% | +19,330+156.7% | Added |
| E. Ohman J:or Asset Management AB | 31,689 | $13.2M | 0.31% | +910+3.0% | Added |
| 683 Capital Management, LLC | 32,000 | $13.3M | 1.22% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 31,848 | $13.3M | 0.32% | −3,998−11.2% | Reduced |
| Apollon Wealth Management, LLC | 32,118 | $13.3M | 0.16% | +2,603+8.8% | Added |
| Empirical Finance, LLC | 32,262 | $13.4M | 0.56% | −227−0.7% | Reduced |
| Equitable Holdings, Inc. | 32,289 | $13.4M | 0.08% | −9,433−22.6% | Reduced |
| Ninety One SA (PTY) Ltd | 32,257 | $13.4M | 0.73% | +21,115+189.5% | Added |
| Steel Peak Wealth Management LLC | 32,301 | $13.4M | 0.35% | −11,937−27.0% | Reduced |
| Everest Financial Group LLC | 32,682 | $13.6M | 1.84% | −1,283−3.8% | Reduced |
| Central Trust Co | 32,888 | $13.7M | 0.25% | +188+0.6% | Added |
| Westpac Banking Corp | 32,963 | $13.7M | 0.84% | +14,415+77.7% | Added |
| Focus Financial Network, Inc. | 32,977 | $13.7M | 0.42% | −1,537−4.5% | Reduced |
| One Fin Capital Management LP | 33,000 | $13.7M | 4.80% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 33,058 | $13.7M | 0.37% | −87−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 32,198 | $13.8M | 0.26% | +13,972+76.7% | Added |
| Agf Management Ltd | 33,205 | $13.8M | 0.05% | +18,979+133.4% | Added |
| Integrated Wealth Concepts LLC | 33,206 | $13.8M | 0.09% | +3,608+12.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 33,317 | $13.8M | 0.62% | +4,262+14.7% | Added |
| Summit Trail Advisors, LLC | 33,330 | $13.9M | 0.17% | +4,057+13.9% | Added |
| Laird Norton Trust Company, LLC | 33,445 | $13.9M | 0.27% | +1,804+5.7% | Added |
| Jessup Wealth Management, Inc | 33,489 | $13.9M | 4.15% | +5,695+20.5% | Added |
| Diversify Wealth Management, LLC | 33,396 | $13.9M | 0.23% | +4,700+16.4% | Added |
| Diversify Advisory Services, LLC | 33,396 | $13.9M | 0.23% | +31,163+1,395.6% | Added |
| Thompson Investment Management, Inc. | 33,642 | $14.0M | 1.60% | −8,653−20.5% | Reduced |
| Vestcor Inc | 33,700 | $14.0M | 0.35% | +1,745+5.5% | Added |
| Horizon Investments, LLC | 33,854 | $14.1M | 0.16% | −3,102−8.4% | Reduced |
| Commerzbank Aktiengesellschaft | 33,870 | $14.1M | 0.28% | −65,738−66.0% | Reduced |
| Argent Trust Co | 34,155 | $14.2M | 0.41% | +88+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 34,359 | $14.3M | 0.19% | −7,771−18.4% | Reduced |
| Metis Global Partners, LLC | 34,376 | $14.3M | 0.32% | −3,788−9.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,009 | $14.6M | 0.29% | +35,009 | New |
| Mattern Capital Management, LLC | 35,240 | $14.6M | 1.71% | −3,545−9.1% | Reduced |
| Oberndorf William E | 35,553 | $14.8M | 26.86% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 35,863 | $14.9M | 0.95% | −592−1.6% | Reduced |
| Coldstream Capital Management Inc | 35,948 | $14.9M | 0.19% | +607+1.7% | Added |
| TriCert Investment Counsel Inc. | 35,997 | $15.0M | 1.39% | +35,997 | New |
| Dividend Assets Capital, LLC | 36,067 | $15.0M | 2.90% | +2,184+6.4% | Added |
| Kelly Lawrence W & Associates Inc | 36,429 | $15.1M | 3.24% | −120−0.3% | Reduced |
| Centric Wealth Management | 39,178 | $15.2M | 2.36% | +17,425+80.1% | Added |
| RSM US Wealth Management LLC | 36,492 | $15.2M | 0.17% | +2,207+6.4% | Added |
| Stamos Capital Partners, L.P. | 36,620 | $15.2M | 2.33% | −17,977−32.9% | Reduced |
| United Capital Financial Advisers, LLC | 36,707 | $15.3M | 0.08% | +2,087+6.0% | Added |
| Park Avenue Securities LLC | 37,087 | $15.4M | 0.10% | +7,669+26.1% | Added |
| Callahan Advisors, LLC | 37,538 | $15.6M | 1.18% | −894−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 37,810 | $15.7M | 0.17% | +5,907+18.5% | Added |
| Premier Fund Managers Ltd | 37,491 | $15.7M | 1.42% | −645−1.7% | Reduced |
| KKM Financial LLC | 38,062 | $15.8M | 2.16% | +27,993+278.0% | Added |
| First National Trust Co | 38,130 | $15.8M | 0.54% | −2,810−6.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,132 | $15.8M | 0.77% | −2,342−5.8% | Reduced |
| Northwest & Ethical Investments L.P. | 38,203 | $15.9M | 0.37% | −2,353−5.8% | Reduced |
| Capital International Sarl | 38,210 | $15.9M | 0.22% | −5,193−12.0% | Reduced |
| TrueMark Investments, LLC | 38,459 | $16.0M | 2.00% | +19,615+104.1% | Added |
| Kinsale Capital Group, Inc. | 38,510 | $16.0M | 2.12% | +4,557+13.4% | Added |
| NWF Advisory Services Inc. | 38,537 | $16.0M | 1.51% | +495+1.3% | Added |
| Bayban | 38,800 | $16.1M | 12.37% | −1,282−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 38,907 | $16.2M | 0.16% | +7,821+25.2% | Added |
| JPL Wealth Management, LLC | 39,056 | $16.2M | 3.22% | +274+0.7% | Added |
| IFP Advisors, Inc | 39,233 | $16.3M | 0.29% | −5,562−12.4% | Reduced |
| Investment House LLC | 39,389 | $16.4M | 0.74% | −1,484−3.6% | Reduced |
| Ibex Wealth Advisors | 39,448 | $16.4M | 1.28% | +13,559+52.4% | Added |
| Haverford Trust Co | 39,455 | $16.4M | 0.14% | −4,154−9.5% | Reduced |