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 |
|---|---|---|---|---|---|
| Fairman Group, LLC | 66 | $27.4K | 0.02% | +1+1.5% | Added |
| Maseco LLP | 66 | $27.4K | 0.00% | −5−7.0% | Reduced |
| Syntax Research, Inc. | 67 | $27.8K | 0.02% | 00.0% | Unchanged |
| Hyposwiss Advisors SA | 68 | $28.3K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 68 | $28.3K | 0.01% | +68 | New |
| Daytona Street Capital LLC | 68 | $28.8K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 69 | $29.0K | 0.01% | +14+25.5% | Added |
| Security National Bank of So Dak | 70 | $29.1K | 0.01% | +70 | New |
| DHJJ Financial Advisors, Ltd. | 70 | $29.2K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 74 | $30.8K | 0.01% | −13−14.9% | Reduced |
| Aberdeen Wealth Management LLC | 75 | $31.2K | 0.01% | +75 | New |
| Vermillion Wealth Management, Inc. | 75 | $31.3K | 0.01% | −6−7.4% | Reduced |
| Dougherty Wealth Advisers LLC | 76 | $31.6K | 0.02% | +76 | New |
| Evolution Advisers, Inc. | 78 | $32.0K | 0.01% | +3+4.0% | Added |
| Hamrick Investment Counsel, llc | 78 | $32.4K | 0.02% | +10+14.7% | Added |
| Robinswood Financial LLC | 78 | $32.6K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 80 | $33.3K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 82 | $34.1K | 0.01% | +21+34.4% | Added |
| Capital Advisor Network LLC | 82 | $34.1K | 0.04% | +82 | New |
| 1248 Management, LLC | 83 | $34.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 83 | $34.5K | 0.00% | +55+196.4% | Added |
| Hurley Capital, LLC | 85 | $35.2K | 0.02% | +1+1.2% | Added |
| Holos Integrated Wealth LLC | 85 | $36.4K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 90 | $37.4K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 92 | $37.8K | 0.04% | +92 | New |
| Redwood Park Advisors LLC | 91 | $37.9K | 0.03% | 00.0% | Unchanged |
| Kentucky Trust Co | 92 | $38.2K | 0.02% | +2+2.2% | Added |
| Front Row Advisors LLC | 96 | $38.6K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 93 | $38.7K | 0.02% | +33+55.0% | Added |
| Gleason Group, Inc. | 93 | $38.7K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 96 | $39.9K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 98 | $40.7K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 98 | $40.7K | 0.01% | +70+250.0% | Added |
| Atomic Invest LLC | 99 | $41.4K | 0.00% | +38+62.3% | Added |
| Islay Capital Management, LLC | 100 | $41.6K | 0.02% | −2,091−95.4% | Reduced |
| Vision Financial Markets LLC | 100 | $41.6K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 103 | $42.7K | 0.02% | +1+1.0% | Added |
| Marquette Asset Management, LLC | 103 | $42.8K | 0.01% | +103 | New |
| Berbice Capital Management LLC | 106 | $44.1K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 106 | $44.1K | 0.01% | +4+3.9% | Added |
| Bitterroot Capital Advisors LLC | 110 | $45.7K | 0.03% | −30−21.4% | Reduced |
| Premier Financial Group | 110 | $45.7K | 0.01% | +110 | New |
| Vision Retirement, LLC | 111 | $46.1K | 0.01% | −5−4.3% | Reduced |
| McGuire Capital Advisors Inc | 113 | $46.8K | 0.03% | +10+9.7% | Added |
| Godfrey Financial Associates, Inc. | 115 | $47.8K | 0.04% | −5−4.2% | Reduced |
| Sfam, LLC | 116 | $48.2K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 117 | $48.8K | 0.01% | −280−70.5% | Reduced |
| Core Capital Management & Research, inc. | 124 | $49.4K | 0.03% | +124 | New |
| Napier Financial, LLC | 122 | $50.7K | 0.01% | −146−54.5% | Reduced |
| IAG Wealth Partners, LLC | 122 | $50.7K | 0.01% | +50+69.4% | Added |
| Retirement Wealth Solutions LLC | 123 | $51.2K | 0.03% | +1+0.8% | Added |
| Avalon Trust Co | 124 | $51.5K | 0.00% | +11+9.7% | Added |
| Darwin Advisors, LLC | 127 | $53.0K | 0.01% | −49−27.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 129 | $53.6K | 0.01% | +36+38.7% | Added |
| Curat Global, LLC | 168 | $54.1K | 0.05% | −52−23.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 135 | $56.0K | 0.04% | +2+1.5% | Added |
| Bangor Savings Bank | 138 | $57.4K | 0.00% | −130−48.5% | Reduced |
| Nemes Rush Group LLC | 140 | $58.3K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 142 | $59.0K | 0.03% | −280−66.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 142 | $59.0K | 0.03% | −6−4.1% | Reduced |
| American Capital Advisory, LLC | 143 | $59.4K | 0.02% | −431−75.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 145 | $60.2K | 0.03% | −2−1.4% | Reduced |
| Delta Asset Management LLC | 145 | $60.4K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 146 | $61.0K | 0.01% | +29+24.8% | Added |
| Hickory Point Bank & Trust | 149 | $61.9K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 149 | $62.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $62.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 150 | $62.3K | 0.03% | +150 | New |
| Sumitomo Mitsui Financial Group, Inc. | 150 | $62.3K | 0.00% | +150 | New |
| Whipplewood Advisors, LLC | 152 | $63.2K | 0.04% | −358−70.2% | Reduced |
| High Point Wealth Management, LLC | 153 | $63.7K | 0.05% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 156 | $64.9K | 0.00% | +3+2.0% | Added |
| Southern Michigan Bank & Trust | 158 | $65.7K | 0.02% | +5+3.3% | Added |
| Miller Capital Partners, Inc. | 160 | $66.5K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 163 | $67.0K | 0.02% | +5+3.2% | Added |
| Bullock Wealth Management Group | 158 | $67.4K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 163 | $67.7K | 0.02% | −18−9.9% | Reduced |
| Valued Wealth Advisors LLC | 165 | $68.6K | 0.02% | +6+3.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 165 | $68.6K | 0.05% | +4+2.5% | Added |
| Noble Wealth Management PBC | 165 | $68.6K | 0.03% | +5+3.1% | Added |
| VSM Wealth Advisory, LLC | 166 | $69.1K | 0.02% | +1+0.6% | Added |
| Evolution Wealth Management Inc. | 168 | $69.8K | 0.04% | +39+30.2% | Added |
| Entrust Financial LLC | 171 | $71.1K | 0.05% | −13−7.1% | Reduced |
| Kilter Group LLC | 178 | $74.0K | 0.03% | +2+1.1% | Added |
| Capula Management Ltd | 179 | $74.4K | 0.00% | −548−75.4% | Reduced |
| Hughes Financial Services, LLC | 180 | $74.8K | 0.01% | −95−34.5% | Reduced |
| Atwood & Palmer Inc | 181 | $75.2K | 0.00% | −88−32.7% | Reduced |
| Motco | 185 | $76.9K | 0.01% | +16+9.5% | Added |
| Brooklyn FI, LLC | 182 | $78.5K | 0.01% | +182 | New |
| BankPlus Trust Department | 194 | $80.6K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 209 | $82.7K | 0.06% | −7−3.2% | Reduced |
| Acima Private Wealth, LLC | 200 | $83.1K | 0.02% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 202 | $84.0K | 1.31% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 204 | $84.6K | 0.01% | +68+50.0% | Added |
| LifeSteps Financial, Inc. | 209 | $86.9K | 0.04% | +209 | New |
| Glass Jacobson Investment Advisors llc | 211 | $87.9K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 212 | $88.1K | 0.02% | +66+45.2% | Added |
| Blue Bell Private Wealth Management, LLC | 214 | $88.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 215 | $89.0K | 0.02% | +4+1.9% | Added |