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 |
|---|---|---|---|---|---|
| Sunburst Financial Group, LLC | 992 | $412.2K | 0.07% | −4−0.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 992 | $412.3K | 0.09% | −17−1.7% | Reduced |
| Asset Management Group, Inc. | 994 | $413.1K | 0.06% | −198−16.6% | Reduced |
| Dynasty Wealth Management, LLC | 994 | $413.2K | 0.00% | −547−35.5% | Reduced |
| Trinity Legacy Partners, LLC | 976 | $413.3K | 0.08% | +976 | New |
| Bedel Financial Consulting, Inc. | 996 | $414.0K | 0.04% | −35−3.4% | Reduced |
| Integrated Investment Consultants, LLC | 999 | $415.2K | 0.08% | +23+2.4% | Added |
| Veracity Capital LLC | 999 | $415.3K | 0.11% | +170+20.5% | Added |
| AtlasMark Financial, Inc | 1,000 | $415.6K | 0.20% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,000 | $415.6K | 0.05% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,000 | $415.6K | 0.02% | +149+17.5% | Added |
| Prakash Investment Advisors LLC | 1,000 | $415.6K | 0.26% | +1,000 | New |
| SkyView Investment Advisors, LLC | 1,000 | $416.0K | 0.33% | −2,719−73.1% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $416.0K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,001 | $416.1K | 0.05% | +1,001 | New |
| Left Brain Wealth Management, LLC | 1,002 | $416.5K | 0.13% | +1,002 | New |
| Vista Capital Partners, Inc. | 1,003 | $416.9K | 0.04% | +1,003 | New |
| TOP Private Wealth LLC. | 1,003 | $417.0K | 0.40% | +1,003 | New |
| JMN Financial LLC | 1,003 | $417.1K | 0.32% | +1,003 | New |
| Impact Partnership Wealth, LLC | 1,005 | $417.8K | 0.04% | −1,446−59.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,023 | $418.1K | 0.17% | −288−22.0% | Reduced |
| Torrey Growth & Income Advisors | 1,004 | $418.7K | 0.14% | −2,652−72.5% | Reduced |
| Sterling Investment Counsel, LLC | 1,015 | $421.9K | 0.10% | −186−15.5% | Reduced |
| PCG Asset Management, LLC | 1,016 | $422.3K | 0.30% | −50−4.7% | Reduced |
| Advisors Management Group Inc | 1,018 | $423.0K | 0.07% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,018 | $423.1K | 0.04% | 00.0% | Unchanged |
| Wealthquest Corp | 1,019 | $423.5K | 0.03% | +1,019 | New |
| NewSquare Capital LLC | 1,019 | $423.6K | 0.03% | +222+27.9% | Added |
| Fogel Capital Management, Inc. | 1,020 | $423.9K | 0.17% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 1,021 | $424.4K | 0.34% | +32+3.2% | Added |
| Fortress Financial Group, LLC | 1,024 | $425.7K | 0.21% | +7+0.7% | Added |
| Wealth Forward, LLC | 1,025 | $426.0K | 0.21% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,030 | $428.1K | 0.06% | +1,030 | New |
| Midland Wealth Advisors LLC | 1,034 | $429.8K | 0.02% | −257−19.9% | Reduced |
| GDS Wealth Management | 1,034 | $429.8K | 0.02% | −172−14.3% | Reduced |
| Wall Street Financial Group, Inc. | 1,034 | $429.8K | 0.23% | +66+6.8% | Added |
| Winter & Associates, Inc. | 1,037 | $430.8K | 0.32% | +1+0.1% | Added |
| Altiora Financial Group, LLC | 1,038 | $431.4K | 0.07% | −11−1.0% | Reduced |
| Caitlin John, LLC | 1,038 | $431.4K | 0.24% | −33−3.1% | Reduced |
| Symmetry Partners, LLC | 1,041 | $432.7K | 0.02% | +1,041 | New |
| Brandywine Oak Private Wealth LLC | 1,042 | $433.1K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 1,044 | $433.9K | 0.17% | −271−20.6% | Reduced |
| Bellars Harris Wealth Management, LLC | 1,044 | $433.9K | 0.09% | +1,044 | New |
| Palisades Hudson Asset Management, L.P. | 1,047 | $435.0K | 0.15% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,048 | $435.6K | 0.05% | +176+20.2% | Added |
| North Forty Two & Co. | 1,049 | $436.0K | 0.37% | −25−2.3% | Reduced |
| Groesbeck Investment Management Corp | 1,050 | $436.0K | 0.69% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,050 | $436.3K | 0.16% | +6+0.6% | Added |
| Southland Equity Partners LLC | 1,056 | $438.7K | 0.08% | −65−5.8% | Reduced |
| First National Bank Sioux Falls | 1,387 | $438.8K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,057 | $439.0K | 0.13% | +2+0.2% | Added |
| Tennessee Valley Asset Management Partners | 1,062 | $441.4K | 0.05% | +293+38.1% | Added |
| Strategic Investment Advisors | 1,064 | $442.1K | 0.03% | +26+2.5% | Added |
| Virtue Capital Management, LLC | 1,064 | $442.2K | 0.06% | −457−30.0% | Reduced |
| LeClair Wealth Partners LLC | 1,064 | $442.3K | 0.23% | +1,064 | New |
| Consilio Wealth Advisors, LLC | 1,065 | $442.5K | 0.11% | +120+12.7% | Added |
| Arq Wealth Advisors, LLC | 1,026 | $442.5K | 0.05% | +138+15.5% | Added |
| Second Line Capital, LLC | 1,066 | $442.9K | 0.08% | −37−3.4% | Reduced |
| Provident Wealth Management, LLC | 1,066 | $443.1K | 0.11% | 00.0% | Unchanged |
| SWP Financial LLC | 1,068 | $443.9K | 0.21% | +42+4.1% | Added |
| GW Henssler & Associates Ltd | 1,069 | $444.3K | 0.02% | −122−10.2% | Reduced |
| Owl Creek Wealth Partners LLC | 1,071 | $445.1K | 0.13% | +209+24.2% | Added |
| 4WEALTH Advisors, Inc. | 1,061 | $445.3K | 0.34% | +56+5.6% | Added |
| Aigen Investment Management, LP | 1,072 | $445.6K | 0.12% | +1,072 | New |
| Wick Capital Partners, LLC | 1,073 | $445.8K | 0.07% | +1,073 | New |
| Knights of Columbus Asset Advisors LLC | 1,074 | $446.4K | 0.02% | +1,074 | New |
| Copley Financial Group, Inc. | 1,075 | $446.8K | 0.27% | −533−33.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,075 | $446.8K | 0.13% | −169−13.6% | Reduced |
| Cypress Wealth Services, LLC | 1,077 | $447.7K | 0.06% | −5−0.5% | Reduced |
| Goldenstone Wealth Management LLC | 1,080 | $448.9K | 0.29% | −5,149−82.7% | Reduced |
| Aldebaran Financial Inc. | 1,080 | $448.9K | 0.36% | −100−8.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,080 | $448.9K | 0.10% | −1−0.1% | Reduced |
| Planning Alternatives Ltd | 1,081 | $449.3K | 0.05% | +1,081 | New |
| Taylor & Morgan Wealth Management, LLC | 1,082 | $449.7K | 0.22% | −937−46.4% | Reduced |
| Members Wealth LLC | 1,085 | $451.0K | 0.25% | +10+0.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,088 | $452.2K | 0.15% | +995+1,069.9% | Added |
| O'Rourke & Company, Inc | 1,089 | $452.7K | 0.16% | +1+0.1% | Added |
| Laurion Capital Management LP | 1,091 | $453.5K | 0.03% | +1,091 | New |
| Monograph Wealth Advisors, LLC | 1,100 | $457.0K | 0.04% | −74−6.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 1,102 | $458.0K | 0.15% | +50+4.8% | Added |
| Silver Grove Financial Group, Inc. | 1,102 | $458.2K | 0.25% | +713+183.3% | Added |
| Krane Funds Advisors LLC | 1,105 | $459.3K | 0.02% | −19−1.7% | Reduced |
| N.E.W. Advisory Services LLC | 1,106 | $459.8K | 0.03% | −98−8.1% | Reduced |
| Ionic Capital Management LLC | 1,109 | $460.9K | 0.43% | 00.0% | Unchanged |
| Tannin Capital LLC | 1,109 | $460.9K | 0.30% | +23+2.1% | Added |
| Avise Financial Cooperative, Inc. | 1,109 | $460.9K | 0.33% | +42+3.9% | Added |
| Atlas Wealth LLC | 1,110 | $461.3K | 0.07% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,112 | $462.2K | 0.04% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,113 | $462.5K | 0.03% | −9−0.8% | Reduced |
| Dillon & Associates Inc | 1,113 | $463.0K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,114 | $463.1K | 0.02% | +100+9.9% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,119 | $465.1K | 0.06% | −124−10.0% | Reduced |
| Investors Research Corp | 1,119 | $465.1K | 0.08% | −84−7.0% | Reduced |
| Clifford Group, LLC | 1,120 | $465.5K | 0.32% | +28+2.6% | Added |
| Maxele Advisors, LLC | 1,120 | $465.6K | 0.33% | +1,120 | New |
| Frazier Financial Advisors, LLC | 1,120 | $465.6K | 0.24% | −213−16.0% | Reduced |
| Navalign, LLC | 1,122 | $466.2K | 0.11% | +1+0.1% | Added |
| Check Capital Management Inc | 1,122 | $466.3K | 0.03% | −110−8.9% | Reduced |
| LeConte Wealth Management, LLC | 1,123 | $466.9K | 0.25% | −157−12.3% | Reduced |
| Sutton Place Investors LLC | 1,125 | $467.6K | 0.23% | +1,125 | New |