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 |
|---|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 1,127 | $468.0K | 0.04% | +20+1.8% | Added |
| Five Oceans Advisors | 1,128 | $468.8K | 0.15% | +120+11.9% | Added |
| CCM Investment Advisers LLC | 1,131 | $470.1K | 0.04% | −10−0.9% | Reduced |
| BayBridge Capital Group, LLC | 1,134 | $471.3K | 0.25% | +341+43.0% | Added |
| TopTier Wealth Management, LLC | 1,134 | $471.5K | 0.28% | −708−38.4% | Reduced |
| Wilkins Investment Counsel Inc | 1,135 | $471.7K | 0.06% | −375−24.8% | Reduced |
| Financial Consulate, Inc | 1,135 | $471.7K | 0.05% | +41+3.7% | Added |
| Capital Advisors, Ltd. LLC | 1,135 | $472.0K | 0.05% | −356−23.9% | Reduced |
| Quantum Financial Advisors, LLC | 1,138 | $473.2K | 0.05% | +64+6.0% | Added |
| Integrity Advisory Solutions, LLC | 1,139 | $473.6K | 0.05% | +1,139 | New |
| Byrne Asset Management LLC | 1,140 | $473.9K | 0.26% | +10+0.9% | Added |
| BCK Partners, Inc. | 1,142 | $474.6K | 0.23% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,142 | $474.7K | 0.09% | −57−4.8% | Reduced |
| Duncker Streett & Co Inc | 1,143 | $475.1K | 0.08% | −38−3.2% | Reduced |
| Per Stirling Capital Management, LLC. | 1,143 | $475.2K | 0.05% | +10+0.9% | Added |
| Instrumental Wealth, LLC | 1,146 | $476.3K | 0.24% | +114+11.0% | Added |
| Apeiron RIA LLC | 1,148 | $477.1K | 0.12% | −956−45.4% | Reduced |
| Successful Portfolios LLC | 1,114 | $477.4K | 0.22% | −39−3.4% | Reduced |
| Balboa Wealth Partners | 1,149 | $477.5K | 0.07% | +234+25.6% | Added |
| Macroview Investment Management LLC | 1,151 | $478.3K | 0.30% | −69−5.7% | Reduced |
| Burns J W & Co Inc | 1,158 | $481.3K | 0.05% | +8+0.7% | Added |
| First Western Trust Bank | 1,165 | $484.2K | 0.02% | +155+15.3% | Added |
| Proathlete Wealth Management LLC | 1,166 | $485.3K | 0.12% | −47−3.9% | Reduced |
| Aire Advisors, LLC | 1,168 | $485.7K | 0.08% | +50+4.5% | Added |
| Hunter Associates Investment Management LLC | 1,169 | $486.0K | 0.06% | −20−1.7% | Reduced |
| Peak Retirement Planning, Inc. | 1,170 | $486.2K | 0.08% | +245+26.5% | Added |
| Waldron Private Wealth LLC | 1,170 | $486.3K | 0.02% | −53−4.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,170 | $486.3K | 0.02% | +13+1.1% | Added |
| Armbruster Capital Management, Inc. | 1,175 | $488.4K | 0.07% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,176 | $488.8K | 0.37% | +60+5.4% | Added |
| Summit Wealth Partners, LLC | 1,177 | $489.3K | 0.07% | −170−12.6% | Reduced |
| Kera Capital Partners, Inc. | 1,179 | $490.0K | 0.05% | +208+21.4% | Added |
| AssuredPartners Investment Advisors, LLC | 1,179 | $490.2K | 0.05% | −279−19.1% | Reduced |
| Detalus Advisors, LLC | 1,182 | $491.1K | 0.10% | −497−29.6% | Reduced |
| Martingale Asset Management L P | 1,182 | $491.3K | 0.01% | −15−1.3% | Reduced |
| Allen Capital Group, LLC | 1,182 | $491.3K | 0.04% | +102+9.4% | Added |
| Oxinas Partners Wealth Management LLC | 1,185 | $492.4K | 0.19% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,186 | $493.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,190 | $494.6K | 0.04% | −162−12.0% | Reduced |
| IMZ Advisory Inc | 1,191 | $495.2K | 0.16% | −63−5.0% | Reduced |
| Hansen & Associates Financial Group, Inc. | 1,186 | $495.7K | 0.28% | +1,186 | New |
| Hanlon Investment Management, Inc. | 1,196 | $497.1K | 0.26% | −70−5.5% | Reduced |
| Aspetuck Financial Management LLC | 1,199 | $498.3K | 0.29% | −20−1.6% | Reduced |
| Rocky Mountain Advisers, LLC | 1,201 | $499.3K | 0.13% | 00.0% | Unchanged |
| XML Financial, LLC | 1,207 | $501.6K | 0.04% | −181−13.0% | Reduced |
| Advus Financial Partners, LLC | 1,208 | $502.1K | 0.11% | +261+27.6% | Added |
| King Wealth | 1,202 | $503.0K | 0.06% | +19+1.6% | Added |
| Redhawk Wealth Advisors, Inc. | 1,210 | $503.0K | 0.05% | −698−36.6% | Reduced |
| Continuum Wealth Advisors, LLC | 1,214 | $504.6K | 0.17% | +451+59.1% | Added |
| NavPoint Financial, Inc. | 1,215 | $504.9K | 0.19% | −80−6.2% | Reduced |
| Heritage Wealth Management, Inc. | 1,216 | $505.4K | 0.13% | 00.0% | Unchanged |
| Code Waechter LLC | 1,220 | $507.1K | 0.26% | +462+60.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,222 | $507.9K | 0.19% | +79+6.9% | Added |
| My Personal CFO, LLC | 1,223 | $508.3K | 0.20% | −531−30.3% | Reduced |
| MEMBERS Trust Co | 1,225 | $509.1K | 0.02% | −90−6.8% | Reduced |
| Cypress Capital, LLC | 1,225 | $509.3K | 0.14% | −71−5.5% | Reduced |
| Ameriflex Group, Inc. | 1,228 | $510.5K | 0.21% | +15+1.2% | Added |
| Ambassador Advisors, LLC | 1,234 | $513.0K | 0.06% | −41−3.2% | Reduced |
| Asset Advisory Group, Inc. | 1,235 | $513.3K | 0.22% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 1,236 | $513.7K | 0.37% | −101−7.6% | Reduced |
| Banque Transatlantique SA | 1,283 | $513.7K | 0.01% | +206+19.1% | Added |
| DDFG, Inc | 1,238 | $514.7K | 0.10% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 1,239 | $515.0K | 0.15% | +15+1.2% | Added |
| Strategy Asset Managers LLC | 1,240 | $515.3K | 0.08% | +170+15.9% | Added |
| Voya Financial Advisors, Inc. | 1,228 | $515.5K | 0.05% | −554−31.1% | Reduced |
| Fieldview Capital Management, LLC | 1,241 | $515.8K | 0.15% | +1,241 | New |
| Bouchey Financial Group Ltd | 1,242 | $516.2K | 0.03% | +239+23.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,243 | $516.6K | 1.15% | +1,243 | New |
| Heck Capital Advisors, LLC | 1,245 | $517.3K | 0.03% | +11+0.9% | Added |
| Mirova | 1,246 | $517.9K | 0.02% | −6,822−84.6% | Reduced |
| GenTrust, LLC | 1,246 | $517.9K | 0.02% | −484−28.0% | Reduced |
| Ponta Wealth Partners, LLC | 1,246 | $517.9K | 0.28% | +1,246 | New |
| Centerpoint Advisors, LLC | 1,247 | $518.0K | 0.15% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,247 | $518.1K | 0.10% | −266−17.6% | Reduced |
| Values Added Financial LLC | 1,254 | $521.2K | 0.19% | +158+14.4% | Added |
| Penobscot Wealth Management | 1,256 | $521.9K | 0.14% | +8+0.6% | Added |
| VeraBank, N.A. | 1,256 | $522.0K | 0.09% | −64−4.8% | Reduced |
| Bannerstone Capital Management, LLC | 1,257 | $522.4K | 0.44% | −56−4.3% | Reduced |
| First Command Advisory Services, Inc. | 1,262 | $524.5K | 0.00% | −181−12.5% | Reduced |
| Commonwealth Financial Services, LLC | 1,263 | $524.9K | 0.07% | +342+37.1% | Added |
| Seamount Financial Group Inc | 1,264 | $525.4K | 0.21% | 00.0% | Unchanged |
| Core Alternative Capital | 1,265 | $525.8K | 0.16% | +203+19.1% | Added |
| Severin Investments, LLC | 1,267 | $526.6K | 0.40% | +1,267 | New |
| Ewa, LLC | 1,267 | $526.8K | 0.10% | +123+10.8% | Added |
| KC Investment Advisors, LLC | 1,268 | $527.0K | 0.10% | −416−24.7% | Reduced |
| SageGuard Financial Group, LLC | 1,275 | $529.9K | 0.07% | −142−10.0% | Reduced |
| Orleans Capital Management Corp | 1,275 | $529.9K | 0.27% | +1,275 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,275 | $530.0K | 0.25% | −297−18.9% | Reduced |
| BFSG, LLC | 1,277 | $530.8K | 0.05% | −74−5.5% | Reduced |
| Financial Solutions Advisory Group, Inc. | 1,230 | $531.1K | 0.07% | −1,269−50.8% | Reduced |
| Arcataur Capital Management LLC | 1,278 | $531.2K | 0.13% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,278 | $531.2K | 0.12% | −150−10.5% | Reduced |
| D.B. Root & Company, LLC | 1,280 | $532.0K | 0.11% | +141+12.4% | Added |
| Invera Wealth Advisors, LLC | 1,286 | $534.5K | 0.29% | +1,286 | New |
| Third View Private Wealth, LLC | 1,288 | $535.4K | 0.07% | −3,425−72.7% | Reduced |
| PW Nova Financial Services LLC | 1,291 | $536.7K | 0.12% | +16+1.3% | Added |
| Cozad Asset Management Inc | 1,294 | $537.6K | 0.03% | +7+0.5% | Added |
| Horizon Financial Services, LLC | 1,295 | $538.2K | 0.21% | +522+67.5% | Added |
| Pines Wealth Management, LLC | 1,295 | $538.2K | 0.15% | +382+41.8% | Added |
| BridgePort Financial Solutions, LLC | 1,295 | $538.3K | 0.14% | −264−16.9% | Reduced |