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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $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 |
|---|---|---|---|---|---|
| Investor's Fiduciary Advisor Network, LLC | 771 | $320.0K | 0.11% | −71−8.4% | Reduced |
| Towercrest Capital Management | 770 | $320.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 771 | $320.3K | 0.04% | +771 | New |
| First Business Financial Services, Inc. | 771 | $320.5K | 0.02% | +21+2.8% | Added |
| Westhampton Capital, LLC | 772 | $320.9K | 0.13% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 773 | $321.3K | 0.10% | +773 | New |
| Paradigm, Strategies in Wealth Management, LLC | 773 | $321.4K | 0.20% | −24−3.0% | Reduced |
| Affinity Capital Advisors, LLC | 770 | $321.7K | 0.04% | +770 | New |
| waypoint wealth counsel | 774 | $321.7K | 0.20% | −431−35.8% | Reduced |
| Heron Bay Capital Management | 776 | $322.5K | 0.03% | 00.0% | Unchanged |
| Williams & Novak, LLC | 776 | $322.5K | 0.22% | +35+4.7% | Added |
| Centennial Wealth Advisory LLC | 778 | $323.4K | 0.07% | +10+1.3% | Added |
| Westshore Wealth, LLC | 779 | $323.8K | 0.10% | +38+5.1% | Added |
| Sage Investment Advisers LLC | 779 | $323.8K | 0.22% | −451−36.7% | Reduced |
| Principal Street Partners, LLC | 780 | $324.0K | 0.05% | +780 | New |
| AlphaGrep UK Ltd | 781 | $324.6K | 0.10% | −2,391−75.4% | Reduced |
| Luts & Greenleigh Group, Inc | 782 | $325.0K | 0.25% | +782 | New |
| Berman McAleer LLC | 783 | $325.3K | 0.04% | −99−11.2% | Reduced |
| Balance Wealth, LLC | 783 | $325.4K | 0.09% | −376−32.4% | Reduced |
| August Group Capital Ltd | 783 | $325.4K | 0.36% | +10+1.3% | Added |
| Integral Investment Advisors, Inc. | 784 | $325.7K | 0.07% | +30+4.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 784 | $325.9K | 0.23% | +784 | New |
| Sandy Cove Advisors, LLC | 788 | $327.7K | 0.08% | +788 | New |
| Mainsail Asset Management, LLC | 769 | $327.8K | 0.13% | +769 | New |
| Ariston Services Group | 789 | $327.9K | 0.18% | +789 | Added |
| Family Management Corp | 791 | $328.8K | 0.03% | +791 | New |
| Trifecta Capital Advisors, LLC | 791 | $328.8K | 0.04% | +6+0.8% | Added |
| Integris Wealth Management, LLC | 791 | $328.8K | 0.07% | +791 | New |
| Ritter Daniher Financial Advisory LLC | 792 | $329.3K | 0.05% | −242−23.4% | Reduced |
| PeakShares LLC | 793 | $329.6K | 0.25% | −1,030−56.5% | Reduced |
| Granger Management LLC | 793 | $329.6K | 0.10% | +793 | New |
| Bill Few Associates, Inc. | 795 | $330.3K | 0.07% | +1+0.1% | Added |
| Holistic Financial Partners | 795 | $330.6K | 0.20% | −363−31.3% | Reduced |
| Arvest Investments, Inc. | 797 | $331.3K | 0.04% | +797 | New |
| Arbor Investment Advisors, LLC | 797 | $331.4K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 798 | $331.6K | 0.11% | −8−1.0% | Reduced |
| Peoples Bank | 799 | $332.1K | 0.17% | +799 | New |
| Shulman DeMeo Asset Management LLC | 799 | $332.1K | 0.06% | −92−10.3% | Reduced |
| New World Advisors LLC | 800 | $332.5K | 0.06% | +800 | New |
| JFS Wealth Advisors, LLC | 802 | $333.2K | 0.02% | +29+3.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 807 | $335.3K | 0.03% | −30−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 807 | $335.4K | 0.06% | +159+24.5% | Added |
| Bruce G. Allen Investments, LLC | 808 | $335.8K | 0.21% | −21−2.5% | Reduced |
| Garrett Investment Advisors LLC | 809 | $336.4K | 0.02% | −37−4.4% | Reduced |
| MTM Investment Management, LLC | 810 | $336.7K | 0.10% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 811 | $337.1K | 0.09% | −77−8.7% | Reduced |
| ETF Portfolio Partners, Inc. | 811 | $337.1K | 0.08% | 00.0% | Unchanged |
| Crux Wealth Advisors | 813 | $338.1K | 0.12% | −7−0.9% | Reduced |
| jvl associates llc | 814 | $338.3K | 0.10% | +814 | New |
| TigerOak Management, L.L.C. | 815 | $338.7K | 0.10% | −26−3.1% | Reduced |
| Allied Private Wealth LLC | 799 | $340.1K | 0.22% | +799 | New |
| Foster Victor Wealth Advisors, LLC | 801 | $340.4K | 0.02% | −134−14.3% | Reduced |
| Miller Global Investments, LLC | 819 | $340.4K | 0.28% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 820 | $340.8K | 0.11% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 821 | $341.2K | 0.02% | +30+3.8% | Added |
| BluePath Capital Management, LLC | 821 | $341.2K | 0.19% | +821 | New |
| Crown Wealth Group, LLC | 822 | $341.6K | 0.09% | +822 | New |
| Clean Yield Group | 824 | $342.5K | 0.08% | −80−8.8% | Reduced |
| Marin Bay Wealth Advisors, LLC | 824 | $342.6K | 0.18% | −1,063−56.3% | Reduced |
| Delaney Dennis R | 825 | $342.9K | 0.11% | −2,155−72.3% | Reduced |
| Benedict Financial Advisors Inc | 825 | $342.9K | 0.07% | +4+0.5% | Added |
| Stillwater Capital Advisors, LLC | 830 | $345.0K | 0.04% | −101−10.8% | Reduced |
| WJ Financial Advisors LLC | 831 | $345.4K | 0.25% | −2−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 831 | $345.4K | 0.13% | +831 | New |
| Palisade Capital Management LLC | 832 | $345.8K | 0.02% | −52−5.9% | Reduced |
| PMV Capital Advisers, LLC | 835 | $347.1K | 0.52% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 836 | $347.5K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 837 | $347.9K | 0.04% | 00.0% | Unchanged |
| Odyssean, LLC | 838 | $348.3K | 0.06% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 838 | $348.3K | 0.02% | +5+0.6% | Added |
| Webster Bank, N. A. | 840 | $349.1K | 0.03% | +141+20.2% | Added |
| Adkins Seale Capital Management LLC | 842 | $350.0K | 0.31% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 841 | $350.0K | 0.15% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 843 | $350.4K | 0.07% | +89+11.8% | Added |
| Stronghold Wealth Management L.L.C. | 844 | $350.8K | 0.47% | −3−0.4% | Reduced |
| Capstone Wealth Management, LLC | 844 | $350.8K | 0.16% | +844 | New |
| Traveka Wealth, LLC | 844 | $350.9K | 0.12% | +844 | New |
| Lifestyle Asset Management, Inc. | 846 | $351.6K | 0.09% | +31+3.8% | Added |
| Investors Asset Management of Georgia Inc | 849 | $352.9K | 0.12% | −157−15.6% | Reduced |
| Northern Capital Management, Inc. | 849 | $353.1K | 0.15% | −1−0.1% | Reduced |
| Runnymede Capital Advisors, Inc. | 852 | $354.1K | 0.21% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 852 | $354.1K | 0.27% | +88+11.5% | Added |
| Red Wave Investments LLC | 853 | $354.5K | 0.09% | −56−6.2% | Reduced |
| LFG Wealth Partners, LLC | 853 | $354.6K | 0.17% | +27+3.3% | Added |
| Hengehold Capital Management LLC | 857 | $356.0K | 0.03% | −492−36.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 860 | $357.0K | 0.01% | 00.0% | Unchanged |
| Jensen Investment Management Inc | 859 | $357.0K | 0.01% | −632−42.4% | Reduced |
| Atlas Brown,Inc. | 860 | $357.3K | 0.10% | −6−0.7% | Reduced |
| Cherrydale Wealth Management, LLC | 860 | $357.3K | 0.09% | +4+0.5% | Added |
| Capstone Financial Advisors, Inc. | 860 | $357.4K | 0.02% | +5+0.6% | Added |
| Avion Wealth | 866 | $359.0K | 0.07% | +65+8.1% | Added |
| Copper Harbor Investment Advisors, LLC | 865 | $359.4K | 0.08% | +865 | New |
| Fourth Dimension Wealth, LLC | 865 | $359.6K | 0.11% | +698+418.0% | Added |
| Net Worth Advisory Group | 866 | $360.0K | 0.09% | −177−17.0% | Reduced |
| Rossby Financial, LCC | 868 | $360.8K | 0.07% | −131−13.1% | Reduced |
| Financial & Tax Architects, LLC | 868 | $360.8K | 0.08% | −46−5.0% | Reduced |
| Marotta Asset Management | 846 | $360.9K | 0.06% | −157−15.7% | Reduced |
| SummitTX Capital, L.P. | 870 | $361.6K | 0.01% | −479−35.5% | Reduced |
| Pasadena Private Wealth, LLC | 870 | $361.6K | 0.05% | −52−5.6% | Reduced |
| Eurizon SLJ Capital Ltd | 870 | $361.6K | 0.13% | 00.0% | Unchanged |