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; 3,394 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
- 3,394
- +386 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
- 527
- 1,313 more added
- Sold out
- 141
- 1,268 more reduced
47 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 215 | $89.5K | 0.01% | −492−69.6% | Reduced |
| Markowski Investments | 221 | $92.0K | 0.02% | +221 | New |
| Community Financial Services Group, LLC | 219 | $93.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 227 | $94.3K | 0.01% | +48+26.8% | Added |
| Antipodes Partners Ltd | 228 | $94.8K | 0.00% | +228 | New |
| Westfuller Advisors, LLC | 228 | $94.9K | 0.03% | +69+43.4% | Added |
| Financial Life Planners | 229 | $95.0K | 0.06% | +2+0.9% | Added |
| Canton Hathaway, LLC | 230 | $95.6K | 0.02% | 00.0% | Unchanged |
| Downshift Financial, LLC | 234 | $97.2K | 0.04% | +234 | New |
| Dogwood Wealth Management LLC | 235 | $97.7K | 0.04% | +135+135.0% | Added |
| TrustBank | 235 | $97.7K | 0.03% | +235 | New |
| Bank of New Hampshire | 240 | $99.8K | 0.02% | −2−0.8% | Reduced |
| Copia Wealth Management | 240 | $99.8K | 0.06% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 241 | $100.2K | 0.23% | 00.0% | Unchanged |
| Asset Planning,Inc | 246 | $102.2K | 0.07% | −156−38.8% | Reduced |
| Tradewinds Capital Management, LLC | 247 | $102.7K | 0.02% | −7−2.8% | Reduced |
| NBH Bank | 248 | $103.1K | 0.04% | +248 | New |
| NorthAvenue LLC | 250 | $103.9K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 254 | $105.6K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 256 | $106.0K | 0.08% | +4+1.6% | Added |
| Operose Advisors LLC | 256 | $106.4K | 0.02% | −539−67.8% | Reduced |
| Lummis Asset Management, LP | 256 | $106.4K | 0.06% | +7+2.8% | Added |
| GoalVest Advisory LLC | 256 | $106.4K | 0.02% | +51+24.9% | Added |
| Y.D. More Investments Ltd | 258 | $107.2K | 0.00% | −106−29.1% | Reduced |
| Sherman Asset Management, Inc. | 260 | $108.1K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 267 | $111.0K | 0.05% | −503−65.3% | Reduced |
| Abound Wealth Management | 271 | $112.6K | 0.02% | −498−64.8% | Reduced |
| Trust Co | 271 | $112.6K | 0.01% | −66−19.6% | Reduced |
| MRP Capital Investments, LLC | 273 | $113.5K | 0.08% | −50−15.5% | Reduced |
| TD Capital Management LLC | 273 | $113.5K | 0.01% | −2−0.7% | Reduced |
| Kozak & Associates, Inc. | 267 | $114.0K | 0.02% | −80−23.1% | Reduced |
| Blume Capital Management, Inc. | 275 | $114.3K | 0.02% | −15−5.2% | Reduced |
| Raffa Wealth Management, LLC | 277 | $115.1K | 0.01% | −14−4.8% | Reduced |
| Financial Avengers, Inc. | 277 | $115.3K | 0.05% | +1+0.4% | Added |
| Gs Investments, Inc. | 278 | $115.5K | 0.08% | −6,060−95.6% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 283 | $117.6K | 0.08% | 00.0% | Unchanged |
| Aspect Partners, LLC | 283 | $117.6K | 0.04% | −6−2.1% | Reduced |
| Security National Bank | 283 | $117.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 291 | $120.8K | 0.02% | −35−10.7% | Reduced |
| Dunhill Financial, LLC | 292 | $121.7K | 0.02% | −37−11.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 297 | $123.8K | 0.05% | +12+4.2% | Added |
| Copeland Capital Management, LLC | 300 | $124.7K | 0.00% | −420−58.3% | Reduced |
| Timbuktu Capital Management, LLC | 301 | $125.1K | 0.19% | +301 | New |
| MB, Levis & Associates, LLC | 302 | $125.6K | 0.05% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 303 | $125.9K | 0.02% | −38−11.1% | Reduced |
| Joseph Group Capital Management | 303 | $125.9K | 0.03% | +164+118.0% | Added |
| Swisher Financial Concepts, Inc. | 307 | $127.6K | 0.08% | −653−68.0% | Reduced |
| Maj Invest Holding A/S | 307 | $128.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 310 | $128.8K | 0.06% | +9+3.0% | Added |
| StrongBox Wealth, LLC | 317 | $131.8K | 0.04% | +317 | New |
| Meramec Financial Planners, LLC | 322 | $134.5K | 0.05% | −10−3.0% | Reduced |
| Standard Family Office LLC | 324 | $134.7K | 0.12% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 325 | $135.1K | 0.09% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 330 | $137.2K | 0.12% | −140−29.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 331 | $137.6K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 339 | $138.0K | 0.01% | +339 | New |
| Private Wealth Management Group, LLC | 333 | $138.4K | 0.03% | −20−5.7% | Reduced |
| Alpine Bank Wealth Management | 340 | $141.3K | 0.02% | +340 | New |
| Kerr Financial Planning Corp | 341 | $141.5K | 0.16% | +2+0.6% | Added |
| Pacific Center for Financial Services | 344 | $143.0K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 344 | $143.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 347 | $144.2K | 0.13% | −50−12.6% | Reduced |
| Bell Investment Advisors, Inc | 351 | $145.9K | 0.02% | +105+42.7% | Added |
| Pinney & Scofield, Inc. | 355 | $147.5K | 0.07% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 356 | $148.0K | 0.12% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 357 | $148.4K | 0.00% | −177−33.1% | Reduced |
| Stone House Investment Management, LLC | 361 | $150.2K | 0.02% | +7+2.0% | Added |
| Wellington Shields Capital Management, LLC | 361 | $150.2K | 0.02% | 00.0% | Unchanged |
| Hikari Tsushin, Inc. | 365 | $151.7K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 368 | $153.0K | 0.07% | +40+12.2% | Added |
| ZRC Wealth Management, LLC | 368 | $153.0K | 0.05% | +123+50.2% | Added |
| Kennebec Savings Bank | 370 | $153.8K | 0.12% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 372 | $154.6K | 0.03% | −40−9.7% | Reduced |
| Tidemark, LLC | 374 | $155.4K | 0.03% | +86+29.9% | Added |
| Mascoma Wealth Management LLC | 398 | $165.4K | 0.03% | +10+2.6% | Added |
| Monetary Solutions, Ltd | 399 | $165.8K | 0.14% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 402 | $167.1K | 0.07% | +402 | New |
| Sachetta, LLC | 406 | $168.6K | 0.08% | +52+14.7% | Added |
| First Community Trust NA | 408 | $169.6K | 0.08% | 00.0% | Unchanged |
| Ni Acquisitions Company, LLC | 411 | $170.8K | 0.07% | +411 | New |
| Fortitude Family Office, LLC | 411 | $170.9K | 0.03% | +145+54.5% | Added |
| WPG Advisers, LLC | 412 | $171.2K | 0.10% | +90+28.0% | Added |
| Ares Financial Consulting, LLC | 419 | $174.0K | 0.12% | +28+7.2% | Added |
| Bravera Wealth | 420 | $174.6K | 0.07% | −53−11.2% | Reduced |
| Quaker Wealth Management, LLC | 425 | $176.8K | 0.05% | +7+1.7% | Added |
| Arlington Trust Co LLC | 428 | $177.9K | 0.02% | +64+17.6% | Added |
| IMG Wealth Management, Inc. | 431 | $179.1K | 0.10% | +82+23.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 439 | $182.7K | 0.04% | +300+215.8% | Added |
| Pioneer Family Office, LLC | 440 | $182.9K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 441 | $183.3K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 445 | $185.0K | 0.12% | −300−40.3% | Reduced |
| City State Bank | 446 | $185.4K | 0.04% | +2+0.5% | Added |
| Spirit of America Management Corp | 450 | $187.0K | 0.04% | −300−40.0% | Reduced |
| Princeton Global Asset Management LLC | 453 | $188.1K | 0.03% | −29−6.0% | Reduced |
| Kingdom Financial Group LLC. | 454 | $188.5K | 0.05% | −96−17.5% | Reduced |
| Rialto Wealth Management, LLC | 461 | $191.6K | 0.04% | +233+102.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 475 | $197.4K | 0.02% | −11,152−95.9% | Reduced |
| Redwood Financial Network Corp | 481 | $200.0K | 0.11% | +481 | New |
| Thrive Capital Management, LLC | 482 | $200.1K | 0.04% | +482 | New |
| Renaissance Investment Group LLC | 482 | $200.3K | 0.04% | +482 | New |