UnitedHealth Group Inc

UNH

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0000731766

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 3,394 institutions

Value heldQ2 2026: $325.1B

Institutions holding UNH and their total value by quarter
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.

Institutions holding UNH in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Brio Consultants, LLC	537	$223.2K	0.03%	−19−3.4%	Reduced
Meridian Financial Partners LLC	534	$223.5K	0.08%	+534	New
Spectrum Asset Management, Inc. (NB/CA)	538	$223.6K	0.06%	+538	New
Ducere Wealth Management LLC	541	$224.8K	0.07%	+541	New
Hibernia Wealth Partners, LLC	542	$225.2K	0.12%	+542	New
Stonebridge Financial Group, LLC	543	$225.6K	0.02%	+543	New
J.E. Simmons & Co., P.C.	543	$225.7K	0.13%	+543	New
Shepherd Financial Partners LLC	543	$225.9K	0.02%	+543	New
Legacy Wealth Managment, LLC	544	$225.9K	0.09%	−147−21.3%	Reduced
Park Place Capital Corp	544	$226.1K	0.04%	−1,868−77.4%	Reduced
MN Wealth Advisors, LLC	544	$226.3K	0.10%	−617−53.1%	Reduced
Davidson Trust Co	545	$226.5K	0.09%	+545	New
Shakespeare Wealth Management, Inc.	546	$226.9K	0.06%	+546	New
FreeGulliver LLC	547	$227.3K	0.08%	+547	New
Centerpoint Advisory Group	547	$227.3K	0.14%	+547	New
Northwest Wealth Management, LLC	547	$227.4K	0.03%	+547	New
Cura Wealth Advisors, LLC	548	$227.6K	0.10%	+548	New
Blom & Howell Financial Planning, Inc.	549	$228.2K	0.19%	+549	New
LightSquare Wealth Management, LLC	549	$228.3K	0.16%	+549	New
Baltimore-Washington Financial Advisors, Inc.	549	$228.6K	0.01%	+549	New
Founders Capital Management	550	$228.6K	0.10%	00.0%	Unchanged
Saiph Capital, LLC	551	$229.0K	0.07%	+551	New
Walker Asset Management, LLC	551	$229.1K	0.12%	+551	New
First Financial Bank - Trust Division	556	$231.1K	0.02%	+556	New
WMG Financial Advisors, LLC	556	$231.1K	0.09%	−278−33.3%	Reduced
Ridgecrest Wealth Partners, LLC	557	$231.5K	0.11%	+557	New
Legacy Capital Wealth Management, LLC	557	$231.5K	0.11%	+557	New
Cape Investment Advisory, Inc.	557	$231.7K	0.06%	+557	New
Axiom Financial Strategies, LLC	558	$231.9K	0.07%	+558	New
Dynamic Financial Group	560	$232.8K	0.18%	+560	New
Cogent Private Wealth, Inc.	560	$232.8K	0.15%	+560	New
Plan Group Financial, LLC	560	$232.9K	0.05%	+560	New
Wedgewood Investors Inc	561	$233.2K	0.24%	+561	New
Voisard Asset Management Group, Inc.	561	$233.2K	0.04%	+561	New
Valley Brook Capital Group	562	$233.6K	0.13%	+562	New
Howard Bailey Securities, LLC	562	$233.6K	0.09%	+562	New
Accelerate Investment Advisors LLC	562	$233.6K	0.13%	+562	New
Atlas Private Wealth Advisors	563	$234.0K	0.05%	+563	New
Ballew Advisors, Inc	551	$234.2K	0.12%	+551	New
25 LLC	564	$234.4K	0.06%	+564	New
Orgel Wealth Management, LLC	565	$234.8K	0.00%	+565	New
My Purposeful Wealth Corp.	566	$235.2K	0.04%	+566	New
WealthBridge Capital Management, LLC	566	$235.2K	0.05%	+566	New
Exit Wealth Advisors, LLC.	566	$235.2K	0.11%	+566	New
Prelude Capital Management, LLC	566	$235.2K	0.02%	+566	New
Integrity Financial Corp	566	$235.2K	0.11%	+566	New
Challenger Wealth Management	566	$235.3K	0.17%	+566	New
Berry Wealth Group, LP	567	$235.6K	0.76%	+567	New
Flywheel Private Wealth LLC	567	$235.7K	0.12%	+567	New
Vicus Capital	569	$236.5K	0.02%	+569	New
Seros Financial, LLC	569	$236.6K	0.12%	−241−29.8%	Reduced
One Wealth Advisors, LLC	570	$237.0K	0.03%	+570	New
Brown Wealth Management, LLC	571	$237.3K	0.05%	+571	New
Pekin Hardy Strauss, Inc.	572	$237.6K	0.02%	−177−23.6%	Reduced
Legacy Capital Wealth Partners, LLC	573	$238.2K	0.05%	−1,033−64.3%	Reduced
JM2 Capital Inc.	573	$238.3K	0.16%	+573	New
Carrera Capital Advisors	576	$239.4K	0.04%	+576	New
Lawood & Co	576	$239.4K	0.16%	+576	New
M. Kraus & Co	578	$240.2K	0.06%	+578	New
Watershed Private Wealth LLC	578	$240.2K	0.07%	+578	New
Sittner & Nelson, LLC	578	$240.3K	0.08%	−3−0.5%	Reduced
WBH Advisory Inc	579	$240.7K	0.02%	+579	New
Alley Investment Management Company, LLC	580	$241.0K	0.03%	+580	New
Magnolia Wealth Management, LLC	580	$241.1K	0.13%	00.0%	Unchanged
Investmark Advisory Group LLC	581	$241.4K	0.09%	+581	New
Client 1st Advisory Group, LLC	581	$241.5K	0.06%	+581	New
Monticello Wealth Management, LLC	581	$241.6K	0.01%	+581	New
Walleye Capital LLC	582	$241.9K	0.00%	−112,632−99.5%	Reduced
JBGlobal.com LLC	582	$241.9K	0.21%	+582	New
Gemmer Asset Management LLC	584	$242.7K	0.02%	+584	New
Polymer Capital Management (US) LLC	585	$243.1K	0.04%	−311−34.7%	Reduced
Latitude Advisors, LLC	585	$243.2K	0.10%	+585	New
G2 Capital Management, LLC	587	$243.9K	0.05%	−179−23.4%	Reduced
TrueWealth Advisors, LLC	588	$244.4K	0.06%	−191−24.5%	Reduced
First National Advisers, LLC	588	$244.4K	0.03%	+588	New
Wilkerson Advisory Group LLC	590	$245.2K	0.08%	+386+189.2%	Added
Migdal Insurance & Financial Holdings Ltd.	591	$245.6K	0.00%	−1−0.2%	Reduced
Dimension Capital Management LLC	591	$245.6K	0.03%	+591	New
Gambit Capital Management, LLC	591	$245.6K	0.14%	+591	New
SkyOak Wealth, LLC	592	$246.1K	0.04%	+592	New
Fortis Capital Management LLC	592	$246.2K	0.03%	+592	New
First United Bank Trust	593	$246.5K	0.07%	+19+3.3%	Added
1620 Investment Advisors, Inc.	593	$246.5K	0.15%	+15+2.6%	Added
Probity Advisors, Inc.	593	$246.5K	0.04%	+593	New
JGP Wealth Management, LLC	595	$247.3K	0.02%	+595	New
JT Stratford LLC	596	$247.7K	0.03%	+596	New
Kuhn & Co Investment Counsel	596	$247.7K	0.14%	+596	New
Garden State Investment Advisory Services LLC	597	$248.3K	0.05%	+597	New
Toews Corp	598	$248.5K	0.04%	+598	New
TriaGen Wealth Management LLC	598	$248.5K	0.06%	+598	New
G&S Capital LLC	599	$248.9K	0.07%	−177−22.8%	Reduced
First Dallas Securities Inc.	600	$249.4K	0.08%	−250−29.4%	Reduced
Independent Family Office, LLC	600	$249.4K	0.10%	+600	New
Umpqua Bank	600	$249.4K	0.06%	+600	New
Arini Captial Management Ltd	600	$249.4K	0.03%	+600	New
Axiom Investment Management LLC	600	$249.4K	0.17%	+68+12.8%	Added
Hoge Financial Services, LLC	601	$249.9K	0.12%	+601	New
Hanson & Doremus Investment Management	601	$250.0K	0.03%	00.0%	Unchanged
Viaable, LLC	586	$250.1K	0.21%	+586	New
Strategic Financial Concepts, LLC	602	$250.3K	0.07%	+602	New