Skip to main content

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.

Institutional holdersQ2 2026: 3,395 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ2 2026: $325.1B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2026.

Institutions holding UNH in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Torray LLC683$283.9K0.04%+683New
RTD Financial Advisors, Inc.685$284.7K0.03%+685New
HORAN Wealth, LLC686$285.1K0.04%+686New
Aletheian Wealth Advisors LLC686$285.2K0.12%+686New
Leo H. Evart, Inc.686$285.2K0.23%+4+0.6%Added
Seldon Capital LP687$285.5K0.09%+687New
YANKCOM Partnership687$285.5K0.10%+413+150.7%Added
Cornerstone Planning Group LLC663$285.8K0.04%−19−2.8%Reduced
Jupiter Asset Management Ltd688$286.0K0.00%+688New
CWS Financial Advisors, LLC688$286.0K0.06%+688New
Invested Advisors690$286.8K0.25%+690New
Foguth Wealth Management, LLC.680$286.8K0.03%+19+2.9%Added
Daner Wealth Management, LLC720$287.4K0.16%+10+1.4%Added
Quarry LP693$288.0K0.05%+45+6.9%Added
Fermata Advisors, LLC693$288.1K0.06%+693New
Permanent Capital Management, LP694$288.4K0.04%00.0%Unchanged
Abbot Financial Management, Inc.695$289.0K0.11%+695New
Stonebridge Financial Group, LLC696$289.4K0.19%+696New
Betterment LLC697$290.0K0.00%−132−15.9%Reduced
Richardson Financial Services Inc.698$290.1K0.16%−246−26.1%Reduced
Verity Asset Management, Inc.698$290.2K0.11%+698New
Hidden Cove Wealth Management, LLC699$290.5K0.16%+699New
Atlantic Private Wealth, LLC700$290.9K0.18%00.0%Unchanged
Beaton Management Co. Inc.700$291.0K0.12%+700New
Purus Wealth Management, LLC701$291.2K0.08%+701New
Bogart Wealth, LLC703$292.0K0.01%+79+12.7%Added
Argent Advisors, Inc.703$292.2K0.07%−42−5.6%Reduced
Ariadne Wealth Management, LP703$292.2K0.13%+703New
Allred Capital Management, LLC704$292.6K0.10%+704New
Global Wealth Management, LLC705$293.0K0.15%+705New
Clark Asset Management, LLC706$293.6K0.02%−202−22.2%Reduced
Skandinaviska Enskilda Banken AB (publ)707$293.7K0.01%−449−38.8%Reduced
STG Securities, LLC707$293.9K0.32%+707New
Natural Investments, LLC711$295.0K0.06%−1,501−67.9%Reduced
Fairview Capital Investment Management, LLC710$295.1K0.02%+710New
Grange Capital, LLC710$295.1K0.27%+710New
Wynn Capital, LLC711$295.5K0.13%+711New
Highland Investment Advisors LLC711$295.6K0.13%+711New
True Wealth Design, LLC712$295.8K0.07%+152+27.1%Added
RAM Investment Partners, LLC712$295.9K0.05%−1,674−70.2%Reduced
Nolet Wealth Management, LLC713$296.2K0.16%+713New
Bollard Group LLC715$297.0K0.01%+29+4.2%Added
Cookson Peirce & Co Inc715$297.2K0.01%+715New
Primoris Wealth Advisors, LLC715$297.2K0.14%+715New
Vaquero Private Wealth, Ltd716$297.6K0.06%+716New
Harbour Trust & Investment Management Co717$298.0K0.03%−143−16.6%Reduced
KFA Private Wealth Group, LLC717$298.1K0.07%−250−25.9%Reduced
Essential Partners LLC718$298.4K0.14%+285+65.8%Added
Wiser Wealth Management, Inc718$298.4K0.06%+718New
Westmount Partners, LLC718$298.5K0.07%+718New
Christine Messmer PC719$298.6K0.17%+719New
HighMark Wealth Management LLC720$299.3K0.10%−68−8.6%Reduced
Southern Financial Group, LLC720$299.6K0.08%+720New
Whelan Financial722$299.9K0.08%+722New
Camden National Bank722$300.1K0.04%−50−6.5%Reduced
Intentional Wealth Strategies, LLC722$300.1K0.28%+80+12.5%Added
Invenio Wealth Partners LLC723$300.5K0.11%−68−8.6%Reduced
Blue Square Asset Management, LLC724$300.9K0.12%+724New
MOKAN Wealth Management Inc.727$301.3K0.12%−58−7.4%Reduced
Cooper/Haims Advisors, LLC725$301.3K0.13%+725New
Mustard Seed Financial, LLC726$301.7K0.16%−244−25.2%Reduced
Greenwood Gearhart Inc726$301.7K0.01%+726New
Capital Wealth Alliance, LLC729$303.0K0.14%−153−17.3%Reduced
TFC Financial Management730$303.4K0.03%+9+1.2%Added
Crew Capital Management, Ltd.731$303.8K0.17%−30−3.9%Reduced
Birchcreek Wealth Management, LLC733$304.7K0.12%+733New
Frederick Financial Consultants, LLC735$305.3K0.13%−23−3.0%Reduced
Fiduciary Financial Group, LLC735$305.5K0.03%+735New
360 Financial, Inc.736$305.9K0.08%−6−0.8%Reduced
Pembroke Management, LTD736$305.9K0.04%+736New
Brooks, Moore & Associates, Inc.737$306.3K0.14%+737New
Cedar Wealth Management, LLC737$306.5K0.08%+737New
Clarus Group, Inc.739$307.0K0.10%+739New
West Wealth Group, LLC739$307.3K0.05%−67−8.3%Reduced
Boston Research & Management Inc740$307.6K0.07%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC741$308.1K0.05%+78+11.8%Added
Canal Capital Management, LLC742$308.4K0.04%+2+0.3%Added
Millstone Evans Group, LLC743$308.8K0.17%+8+1.1%Added
Vista Investment Partners LLC748$310.9K0.08%+2+0.3%Added
NCP Inc.750$311.7K0.43%−1,200−61.5%Reduced
Mission Financial Group, LLC752$312.5K0.26%+752New
McKinley Carter Wealth Services, Inc.754$313.3K0.02%−113−13.0%Reduced
Seven Mile Advisory754$313.4K0.21%+754New
Everest Management Corp.754$313.5K0.12%+754New
Alliance Wealth Management Group755$313.8K0.06%00.0%Unchanged
Genesis Financial Group, LLC755$313.8K0.20%+755New
Rose Capital Advisors LLC757$314.5K0.17%+757New
TSFG, LLC759$315.0K0.04%+1+0.1%Added
American National Bank of Texas758$315.0K0.29%+3+0.4%Added
Magnetar Financial LLC759$315.5K0.00%−5,400−87.7%Reduced
Guardian Wealth Advisors, LLC759$315.5K0.16%−30−3.8%Reduced
CTC Alternative Strategies, Ltd.760$315.9K0.46%+760New
Alliance Wealth Advisors, LLC762$316.5K0.06%+762New
Walkner Condon Financial Advisors LLC762$316.7K0.04%+762New
Oxford Wealth Group, LLC763$316.9K0.14%−37−4.6%Reduced
Greatmark Investment Partners, Inc.765$318.0K0.04%00.0%Unchanged
American Financial Advisors, LLC766$318.4K0.04%00.0%Unchanged
Wendell David Associates Inc767$319.0K0.03%00.0%Unchanged
Allegiance Financial Group Advisory Services LLC768$319.2K0.06%+18+2.4%Added
Greater Midwest Financial Group, LLC768$319.3K0.16%−49−6.0%Reduced