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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
+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
1,269 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.

Institutional holdersQ2 2026: 3,395 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ2 2026: $325.1B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$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
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Insights, Inc.603$250.6K0.07%+603New
Capital Financial Group Inc603$250.7K0.13%+603New
IVC Wealth Advisors LLC604$250.8K0.10%+604New
Panoramic Capital Partners, LLC604$251.0K0.12%+604New
Able Wealth Management LLC605$251.6K0.06%+605New
Center for Financial Planning, Inc.607$252.1K0.02%−152−20.0%Reduced
Axim Planning & Wealth609$253.0K0.36%−190−23.8%Reduced
Fountainhead AM, LLC609$253.1K0.19%+27+4.6%Added
Francis Financial, Inc.609$253.1K0.04%+609New
Peachtree Investment Partners, LLC610$253.5K0.08%+610New
Eaton-Cambridge Inc.610$253.5K0.07%+610New
Stonehaven Wealth & Tax Solutions, LLC610$253.5K0.20%+610New
Emergent Wealth Advisors, LLC622$253.8K0.13%+622New
Texas Bank & Trust Co611$253.9K0.08%+611New
GEN Financial Management, INC.611$254.0K0.15%+611New
Allied Investment Advisors, LLC612$254.6K0.03%+612New
Crewe Advisors LLC613$254.7K0.02%+113+22.6%Added
IFC Advisors LLC615$255.6K0.03%+615New
bLong Financial, LLC617$256.4K0.17%+617New
Insight Advisors, LLC616$256.5K0.05%+616New
Strait & Sound Wealth Management LLC618$256.9K0.09%−300−32.7%Reduced
Advisortrust Partners, LLC619$257.3K0.09%+619New
Saxony Capital Management, LLC620$257.8K0.12%+620New
Kohmann Bosshard Financial Services, LLC621$258.1K0.02%+621New
Blue Chip Partners, Inc.622$258.4K0.02%−1,401−69.3%Reduced
Stony Point Wealth Management Inc.622$258.6K0.09%+622New
Plante Moran Financial Advisors, LLC623$258.8K0.01%−133−17.6%Reduced
Golden Road Advisors LLC626$260.1K0.13%+626New
Laurel Wealth Planning LLC627$260.6K0.12%+627New
Adirondack Trust Co629$261.4K0.08%−101−13.8%Reduced
Newton One Investments LLC630$261.8K0.07%+4+0.6%Added
Keynote Financial Services LLC630$261.8K0.12%+630New
MBA Advisors LLC633$263.1K0.09%+633New
CJM Wealth Advisers, Ltd.635$263.7K0.07%+635New
Intergy Private Wealth, LLC635$263.9K0.06%+635New
AMG Asset Management Group, Inc.635$264.1K0.17%+635New
J. M. Brown & Associates Inc.636$264.3K0.15%+636New
Harvest Investment Services, LLC636$264.3K0.04%+636New
Alterna Wealth Management, Inc636$264.3K0.15%+636New
Intelligence Driven Advisers, LLC637$264.8K0.04%+637New
Martel Wealth Advisors Inc639$265.6K0.04%+639New
Hopwood Financial Services, Inc.639$265.6K0.15%+639New
Philadelphia Trust Co640$266.0K0.02%+640New
Barrett & Company, Inc.640$266.2K0.07%−44−6.4%Reduced
Rise Advisors, LLC641$266.2K0.07%+641New
Albert D Mason Inc641$266.4K0.15%+641New
Argos Wealth Advisors, LLC642$266.8K0.07%+642New
Paragon Capital Management Ltd643$267.3K0.05%+643New
K.J. Harrison & Partners Inc644$267.7K0.04%+644New
One Charles Private Wealth Services, LLC645$267.9K0.06%+645New
Union Savings Bank645$268.1K0.11%+38+6.3%Added
Carl P. Sherr & Co., LLC645$268.1K0.11%+645New
Orcam Financial Group645$268.1K0.13%+645New
Piedmont Capital Management, LLC645$268.1K0.16%+645New
Bank Ozk646$268.5K0.08%+646New
Eagle Wealth Advisors LLC646$268.5K0.20%−326−33.5%Reduced
Master's Wealth Management Inc.647$269.1K0.08%+647New
Uniting Wealth Partners, LLC648$269.3K0.05%+648New
Northstar Group, Inc.649$269.7K0.03%+649New
Tufton Capital Management650$270.0K0.05%+650New
Onyx Bridge Wealth Group LLC650$270.0K0.02%+650New
Villere St Denis J & Co LLC650$270.2K0.03%+650New
Braun-Bostich & Associates Inc.650$270.2K0.15%+650New
William John Sempolinski650$270.2K0.11%+650New
Papamarkou Wellner Asset Management inc.1,000$270.6K0.17%00.0%Unchanged
Cottage Street Advisors LLC651$270.6K0.10%+651New
Aufman Associates Inc652$271.0K0.11%+652New
MW Advisory, LLC652$271.0K0.11%+652New
Trailhead Planners LLC652$271.0K0.26%+652New
Ellis Investment Partners, LLC652$271.2K0.04%−1,890−74.4%Reduced
Wealth Dimensions Group, Ltd.653$271.3K0.05%+653New
Purkiss Capital Advisors LLC653$271.4K0.10%+653New
Landaas & Co653$271.6K0.05%+653New
Princeton Capital Management LLC654$271.8K0.06%+654New
Birch Hill Investment Advisors LLC654$271.8K0.01%+654New
Etesian Wealth Advisors, Inc.654$271.8K0.08%+654New
Northcape Wealth Management, LLC654$271.9K0.07%+654New
Marino, Stram & Associates LLC655$272.2K0.04%+655New
180 Wealth Advisors, LLC655$272.2K0.03%−1,175−64.2%Reduced
RWM Asset Management, LLC660$273.5K0.04%−430−39.4%Reduced
DecisionMap Wealth Management, LLC659$273.9K0.15%+659New
Disciplined Equity Management, Inc.660$274.3K0.12%+660New
Mayport, LLC661$274.6K0.04%+661New
Moody Lynn & Lieberson, LLC662$275.1K0.01%+662New
HMV Wealth Advisors, LLC662$275.1K0.11%+662New
Sonata Capital Group Inc665$276.4K0.09%+665New
Vance Wealth, Inc.668$277.7K0.06%+668New
Kelman-Lazarov, Inc.669$278.2K0.04%+669New
Congress Asset Management Co670$278.4K0.00%−279−29.4%Reduced
Worth Financial Advisory Group, LLC672$279.1K0.12%+672New
UMA Financial Services, Inc.673$279.7K0.03%+92+15.8%Added
Wayfinding Financial, LLC675$280.0K0.11%+675New
Kidder Stephen W675$280.6K0.07%−7,665−91.9%Reduced
Gabelli & Co Investment Advisers, Inc.675$280.6K0.04%+675New
Stephenson & Company, Inc.679$282.2K0.13%+679New
Klingenstein Fields & Co LP680$282.6K0.01%−68−9.1%Reduced
New Hampshire Trust680$282.6K0.05%+680New
TradeWell Securities, LLC.681$283.1K0.10%+681New
Investment Advisory Services Inc681$283.2K0.08%+681New
IFS Group,LLC682$283.5K0.39%−135−16.5%Reduced