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 |
|---|---|---|---|---|---|
| Corundum Trust Company, INC | 1,499 | $623.0K | 1.66% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,500 | $623.4K | 0.35% | +1,500 | New |
| True North Advisors, LLC | 1,500 | $623.6K | 0.06% | −505−25.2% | Reduced |
| Abacus Wealth Partners, LLC | 1,502 | $624.3K | 0.07% | −1,066−41.5% | Reduced |
| Consolidated Planning Corp | 1,503 | $624.8K | 0.08% | −171−10.2% | Reduced |
| Next Level Private LLC | 1,504 | $625.2K | 0.12% | +94+6.7% | Added |
| Arrow Financial Corp | 1,505 | $625.5K | 0.06% | −395−20.8% | Reduced |
| Winthrop Advisory Group LLC | 1,507 | $626.5K | 0.04% | +18+1.2% | Added |
| Curated Wealth Partners LLC | 1,508 | $626.8K | 0.07% | +422+38.9% | Added |
| COFG Advisors, LLC | 1,509 | $627.1K | 0.11% | +517+52.1% | Added |
| Paragon Private Wealth Management, LLC | 1,511 | $628.0K | 0.16% | +165+12.3% | Added |
| Sterling Investment Advisors, Ltd. | 1,513 | $628.9K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 1,514 | $629.3K | 0.06% | +1,514 | New |
| Mustico Financial Group, Inc. | 1,637 | $629.3K | 0.44% | +16+1.0% | Added |
| Jacobsen Capital Management | 1,516 | $630.1K | 0.18% | +175+13.0% | Added |
| Worth Asset Management, LLC | 1,525 | $633.8K | 0.20% | +276+22.1% | Added |
| Sound Income Strategies, LLC | 1,527 | $634.5K | 0.03% | +117+8.3% | Added |
| Clear Wave Wealth Management LLC | 1,530 | $635.9K | 0.14% | +350+29.7% | Added |
| Means Investment Co., Inc. | 1,530 | $636.1K | 0.05% | −89−5.5% | Reduced |
| Seeds Investor LLC | 1,531 | $636.3K | 0.07% | +360+30.7% | Added |
| Gilbert & Cook, Inc. | 1,536 | $638.4K | 0.07% | −17−1.1% | Reduced |
| Rollins Financial Advisors, LLC | 1,540 | $639.9K | 0.08% | +321+26.3% | Added |
| Stokes Family Office, LLC | 1,541 | $640.5K | 0.07% | −484−23.9% | Reduced |
| Ullmann Financial Group, Inc. | 1,547 | $643.0K | 0.06% | +363+30.7% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 1,548 | $643.3K | 0.33% | +207+15.4% | Added |
| Fosun International Ltd | 1,548 | $643.4K | 0.14% | −5,163−76.9% | Reduced |
| McDonald Partners LLC | 1,548 | $643.4K | 0.16% | −931−37.6% | Reduced |
| Navigation Group, LLC | 1,553 | $645.4K | 0.13% | +4+0.3% | Added |
| Financial Network Wealth Management LLC | 1,559 | $647.0K | 0.18% | −160−9.3% | Reduced |
| Fortress Wealth Group, LLC | 1,538 | $647.1K | 0.22% | +1,538 | New |
| Cushing Capital Partners, LLC | 1,557 | $647.2K | 0.45% | −53−3.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,559 | $647.8K | 0.07% | −9−0.6% | Reduced |
| Phillips Wealth Planners LLC | 1,516 | $649.1K | 0.48% | +182+13.6% | Added |
| Englebert Financial Advisers, LLC | 1,564 | $650.0K | 0.64% | −475−23.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,565 | $650.5K | 0.08% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,566 | $651.1K | 0.08% | +113+7.8% | Added |
| Apollon Financial, LLC | 1,570 | $652.4K | 0.08% | +100+6.8% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1,571 | $653.0K | 0.51% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,574 | $654.1K | 0.08% | −30−1.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,575 | $654.8K | 0.37% | +361+29.7% | Added |
| Cascade Financial Partners, LLC | 1,578 | $655.8K | 0.06% | −74−4.5% | Reduced |
| Tempus Wealth Planning, LLC | 1,580 | $656.5K | 0.13% | −801−33.6% | Reduced |
| Fairscale Capital, LLC | 1,584 | $658.5K | 0.39% | −65−3.9% | Reduced |
| Werba Rubin Papier Wealth Management | 1,585 | $658.9K | 0.08% | +300+23.3% | Added |
| Falcon Wealth Planning | 1,587 | $659.6K | 0.04% | +59+3.9% | Added |
| Quadrant Private Wealth Management, LLC | 1,594 | $662.5K | 0.15% | +280+21.3% | Added |
| Elevated Capital Advisors, LLC | 1,594 | $662.6K | 0.18% | −1,036−39.4% | Reduced |
| Pointe Capital Management LLC | 1,595 | $662.9K | 0.30% | +220+16.0% | Added |
| Harbor Advisors LLC | 1,600 | $665.0K | 0.08% | 00.0% | Unchanged |
| RK Capital Management, LLC | 1,600 | $665.0K | 0.04% | +1,600 | New |
| Opus Capital Group, LLC | 1,603 | $666.0K | 0.06% | +425+36.1% | Added |
| Graham Capital Management, L.P. | 1,607 | $667.9K | 0.02% | +1,581+6,080.8% | Added |
| Soundwatch Capital LLC | 1,609 | $668.7K | 0.07% | −17−1.0% | Reduced |
| Tred Avon Family Wealth, LLC | 1,612 | $670.0K | 0.21% | +28+1.8% | Added |
| Stephenson National Bank & Trust | 1,612 | $670.0K | 0.17% | +306+23.4% | Added |
| Dark Forest Capital Management LP | 1,618 | $672.5K | 0.04% | +1,618 | New |
| Tiaa Trust, National Association | 1,619 | $672.9K | 0.04% | −5,467−77.2% | Reduced |
| SeaCrest Wealth Management, LLC | 1,619 | $673.0K | 0.07% | −461−22.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,620 | $673.4K | 0.12% | +285+21.3% | Added |
| LMG Wealth Partners, LLC | 1,622 | $674.1K | 0.11% | +11+0.7% | Added |
| Washington Trust Co | 1,623 | $674.4K | 0.02% | +14+0.9% | Added |
| Investment Research Partners LLC | 1,631 | $678.0K | 0.23% | +355+27.8% | Added |
| Amplius Wealth Advisors, LLC | 1,632 | $678.4K | 0.05% | −114−6.5% | Reduced |
| Thrive Wealth Management, LLC | 1,636 | $679.8K | 0.09% | −6−0.4% | Reduced |
| Droms Strauss Advisors Inc | 1,637 | $680.4K | 0.15% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,640 | $681.6K | 0.23% | +768+88.1% | Added |
| Alteri Wealth LLC | 1,646 | $684.1K | 0.19% | +711+76.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,646 | $684.1K | 0.08% | −3,037−64.9% | Reduced |
| Clearwave Capital, LLC | 1,648 | $684.9K | 0.38% | +9+0.5% | Added |
| Franklin Street Advisors Inc | 1,651 | $686.2K | 0.04% | +48+3.0% | Added |
| Chesapeake Wealth Management | 1,652 | $686.6K | 0.19% | −875−34.6% | Reduced |
| CFO4Life Group, LLC | 1,653 | $687.0K | 0.09% | −290−14.9% | Reduced |
| Cambridge Advisors Inc. | 1,655 | $687.9K | 0.12% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,656 | $688.3K | 0.15% | −577−25.8% | Reduced |
| Enterprise Financial Services Corp | 1,657 | $688.7K | 0.28% | +189+12.9% | Added |
| Prospect Financial Services LLC | 1,658 | $689.0K | 0.35% | −221−11.8% | Reduced |
| Resolute Wealth Strategies, LLC | 1,658 | $689.1K | 0.27% | −374−18.4% | Reduced |
| Claris Advisors, LLC | 1,663 | $691.2K | 0.18% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,669 | $693.7K | 0.34% | +9+0.5% | Added |
| AXS Investments LLC | 1,672 | $694.9K | 0.20% | −339−16.9% | Reduced |
| Park National Corp | 1,676 | $696.6K | 0.02% | −51−3.0% | Reduced |
| Spartan Planning & Wealth Management | 1,676 | $696.7K | 0.46% | +1,676 | New |
| Future Financial Wealth Managment LLC | 1,647 | $697.6K | 0.43% | −489−22.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,682 | $699.3K | 0.19% | +1,682 | New |
| White Lighthouse Investment Management Inc. | 1,686 | $700.9K | 0.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,693 | $703.5K | 0.14% | +11+0.7% | Added |
| Canandaigua National Bank & Trust Co | 1,695 | $704.5K | 0.06% | +1,695 | New |
| Brady Family Wealth, LLC | 1,697 | $705.3K | 0.20% | −171−9.2% | Reduced |
| 1015 Capital Partners, LLC | 1,699 | $706.2K | 0.59% | +13+0.8% | Added |
| Skylands Capital, LLC | 1,700 | $706.6K | 0.09% | −7,995−82.5% | Reduced |
| Mad River Investors | 1,700 | $706.6K | 0.26% | 00.0% | Unchanged |
| Winton Group Ltd | 1,701 | $707.0K | 0.02% | −35,454−95.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,702 | $707.2K | 0.33% | +6+0.4% | Added |
| Sapient Capital LLC | 1,704 | $708.2K | 0.01% | −1,387−44.9% | Reduced |
| Diligent Investors, LLC | 1,709 | $710.2K | 0.16% | +101+6.3% | Added |
| Fiduciary Family Office, LLC | 1,709 | $710.3K | 0.18% | +188+12.4% | Added |
| PKS Advisory Services, LLC | 1,709 | $710.4K | 0.11% | +1,709 | New |
| Avantra Family Wealth, Inc. | 1,715 | $712.8K | 0.45% | +1,715 | New |
| Ethos Financial Group, LLC | 1,699 | $714.7K | 0.05% | −194−10.2% | Reduced |
| Drucker Wealth 3.0, LLC | 1,725 | $717.0K | 0.11% | +370+27.3% | Added |