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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 1 | $416 | 0.00% | −14,314−100.0% | Reduced |
| Chelsea Counsel Co | 1 | $416 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $425 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $832 | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $920 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 3 | $1.25K | 0.00% | +2+200.0% | Added |
| 3 Factor Indexing, LLC | 3 | $1.25K | 0.00% | +2+200.0% | Added |
| SWAN Capital LLC | 4 | $1.66K | 0.00% | −13−76.5% | Reduced |
| Orion Capital Management LLC | 4 | $1.66K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $2.00K | 0.00% | +5 | New |
| Richardson Capital Management LLC | 5 | $2.08K | 0.00% | −11−68.8% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $2.08K | 0.00% | −5−50.0% | Reduced |
| MPWM Advisory Solutions, LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $2.49K | 0.00% | −40−87.0% | Reduced |
| Sawyer & Company, Inc | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 7 | $2.91K | 0.00% | +7 | New |
| Navigoe, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Harborfront Financial Group LLC | 7 | $3.09K | 0.01% | +7 | New |
| Game Plan Financial Advisors, LLC | 8 | $3.33K | 0.00% | −1−11.1% | Reduced |
| Carolina Wealth Advisors, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 9 | $3.83K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $4.16K | 0.01% | −3,448−99.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $4.57K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 12 | $4.87K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $4.99K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 13 | $5.40K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 13 | $5.40K | 0.00% | +5+62.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $5.82K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 15 | $6.23K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $6.65K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 16 | $6.65K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 20 | $8.31K | 0.01% | −44−68.8% | Reduced |
| PayPay Securities Corp | 20 | $8.31K | 0.32% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $8.31K | 0.00% | +17+566.7% | Added |
| FWL Investment Management, LLC | 20 | $8.31K | 0.00% | +20 | New |
| CDKV Holdings LLC | 21 | $8.70K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $8.73K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 21 | $8.73K | 0.00% | −178−89.4% | Reduced |
| First Pacific Financial | 21 | $8.73K | 0.00% | +10+90.9% | Added |
| Investors Portfolio Services LLC | 24 | $10.1K | 0.01% | +2+9.1% | Added |
| Godsey & Gibb Associates | 25 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $10.4K | 0.00% | +1+4.2% | Added |
| Bard Associates Inc | 25 | $10.4K | 0.00% | +15+150.0% | Added |
| Silicon Valley Capital Partners | 26 | $10.8K | 0.00% | −34,245−99.9% | Reduced |
| Fairway Wealth LLC | 26 | $10.8K | 0.00% | +15+136.4% | Added |
| Marshall Investment Management, LLC | 27 | $11.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 27 | $11.2K | 0.10% | 00.0% | Unchanged |
| Graney & King, LLC | 28 | $11.6K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 28 | $11.6K | 0.00% | +23+460.0% | Added |
| Old Second National Bank of Aurora | 29 | $12.1K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 30 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 31 | $12.9K | 0.01% | +9+40.9% | Added |
| Vega Investment Solutions | 31 | $12.9K | 0.00% | −101−76.5% | Reduced |
| PFS Partners, LLC | 33 | $13.7K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 33 | $13.7K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 34 | $14.0K | 0.00% | −7−17.1% | Reduced |
| Heritage Wealth Advisors | 34 | $14.1K | 0.00% | −166−83.0% | Reduced |
| Kings Path Partners LLC | 34 | $14.1K | 0.00% | +34 | New |
| Burk Holdings LLC | 37 | $15.4K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 37 | $15.4K | 0.00% | +7+23.3% | Added |
| Financial Network Wealth Advisors LLC | 37 | $15.4K | 0.02% | −89−70.6% | Reduced |
| Tacita Capital Inc | 38 | $15.8K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 38 | $15.8K | 0.01% | −185−83.0% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 39 | $16.2K | 0.02% | 00.0% | Unchanged |
| RHL Group, LLC | 40 | $16.6K | 0.01% | +1+2.6% | Added |
| DecisionPoint Financial, LLC | 42 | $17.9K | 0.00% | +3+7.7% | Added |
| Wellington-Altus USA Inc. | 67 | $18.1K | 0.01% | +33+97.1% | Added |
| Morton Brown Family Wealth, LLC | 46 | $19.1K | 0.00% | +6+15.0% | Added |
| Rogco, LP | 47 | $19.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 47 | $19.5K | 0.01% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 48 | $19.8K | 0.02% | +48 | New |
| 1 North Wealth Services LLC | 48 | $19.9K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 50 | $20.8K | 0.01% | −16−24.2% | Reduced |
| Riverview Trust Co | 50 | $20.8K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 51 | $21.2K | 0.00% | +50+5,000.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 51 | $21.3K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 52 | $21.6K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 52 | $21.6K | 0.01% | +17+48.6% | Added |
| Planning Strategies Inc. | 53 | $22.0K | 0.01% | +53 | New |
| United Financial Planning Group LLC | 54 | $22.4K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 54 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 55 | $22.9K | 0.01% | −655−92.3% | Reduced |
| POM Investment Strategies, LLC | 57 | $23.7K | 0.03% | −285−83.3% | Reduced |
| Knott David M Jr | 57 | $23.7K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 57 | $23.7K | 0.01% | +15+35.7% | Added |
| Forum Finance Group S.A. | 70 | $24.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 59 | $24.5K | 0.00% | −1,063−94.7% | Reduced |
| Clark Wealth Partners | 59 | $24.5K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 59 | $24.6K | 0.01% | +23+63.9% | Added |
| Battery Global Advisors, LLC | 60 | $24.9K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 60 | $24.9K | 0.02% | −40−40.0% | Reduced |
| Gill Capital Partners, LLC | 62 | $25.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 62 | $25.8K | 0.01% | −10−13.9% | Reduced |
| Wormser Freres Gestion | 65 | $27.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 65 | $27.1K | 0.00% | +59+983.3% | Added |