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 |
|---|---|---|---|---|---|
| Eagle Wealth Strategies LLC | 872 | $362.3K | 0.14% | −10−1.1% | Reduced |
| Motive Wealth Advisors | 872 | $362.4K | 0.15% | +86+10.9% | Added |
| Canvas Wealth Advisors, LLC | 874 | $363.3K | 0.05% | +874 | New |
| IFC & Insurance Marketing, Inc. | 875 | $363.8K | 0.32% | +34+4.0% | Added |
| Black Diamond Financial, LLC | 875 | $363.9K | 0.03% | −109−11.1% | Reduced |
| Omnia Family Wealth, LLC | 878 | $364.9K | 0.10% | +127+16.9% | Added |
| Echo Wealth Management, LLC | 880 | $365.8K | 0.19% | −658−42.8% | Reduced |
| Towerpoint Wealth, LLC | 881 | $366.0K | 0.13% | +881 | New |
| Acumen Wealth Advisors, LLC | 882 | $366.6K | 0.08% | −10,373−92.2% | Reduced |
| Summit Place Financial Advisors, LLC | 882 | $366.6K | 0.16% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 884 | $367.3K | 0.09% | −43−4.6% | Reduced |
| Chicago Capital, LLC | 884 | $367.4K | 0.01% | −159−15.2% | Reduced |
| Ramiah Investment Group | 884 | $367.4K | 0.28% | +884 | New |
| Cypress Financial Planning LLC | 885 | $368.0K | 0.09% | −48−5.1% | Reduced |
| Cheviot Value Management, LLC | 886 | $368.2K | 0.04% | 00.0% | Unchanged |
| Ark Wealth Advisors LLC | 886 | $368.2K | 0.33% | +886 | New |
| Synergy Financial Group, LTD | 887 | $368.7K | 0.27% | +27+3.1% | Added |
| Strata Wealth Advisors, LLC | 888 | $369.1K | 0.09% | +888 | New |
| Nixon Peabody Trust Co | 890 | $369.9K | 0.03% | −244−21.5% | Reduced |
| Destination Wealth Management | 891 | $370.4K | 0.01% | +56+6.7% | Added |
| Capital Advisors Wealth Management, LLC | 891 | $370.4K | 0.04% | +94+11.8% | Added |
| Evanson Financial, LLC | 893 | $371.4K | 0.02% | +893 | New |
| Merited Wealth, LLC | 894 | $371.6K | 0.26% | −93−9.4% | Reduced |
| Beto Financial Group, LLC | 883 | $372.2K | 0.20% | +26+3.0% | Added |
| Excelsior Advisor Network LLC | 896 | $372.6K | 0.05% | +896 | New |
| Greenup Street Wealth Management LLC | 897 | $372.8K | 0.05% | +897 | New |
| Simmons Bank | 898 | $373.2K | 0.02% | −657−42.3% | Reduced |
| Koss-Olinger Consulting, LLC | 898 | $373.3K | 0.03% | −98−9.8% | Reduced |
| TBH Global Asset Management, LLC | 900 | $373.9K | 0.07% | −83−8.4% | Reduced |
| Westbourne Investments, Inc. | 900 | $374.1K | 0.15% | +900 | New |
| Ssi Investment Management LLC | 901 | $374.5K | 0.02% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 904 | $375.5K | 0.05% | −49−5.1% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 904 | $375.7K | 0.17% | −840−48.2% | Reduced |
| TAGStone Capital, Inc. | 906 | $376.6K | 0.12% | +21+2.4% | Added |
| Bernardo Wealth Planning LLC | 907 | $377.1K | 0.06% | +907 | New |
| Salomon & Ludwin, LLC | 886 | $377.9K | 0.03% | −382−30.1% | Reduced |
| GSG Advisors LLC | 910 | $378.0K | 0.08% | +88+10.7% | Added |
| Compass Ion Advisors, LLC | 914 | $379.8K | 0.03% | −22−2.4% | Reduced |
| Mosley Wealth Management | 916 | $380.6K | 0.12% | −401−30.4% | Reduced |
| Cordoba Advisory Partners LLC | 915 | $380.9K | 0.08% | +915 | New |
| Lafayette Investments, Inc. | 918 | $381.5K | 0.07% | 00.0% | Unchanged |
| Karras Company, Inc. | 918 | $381.7K | 0.35% | −33−3.5% | Reduced |
| Benin Management CORP | 919 | $382.0K | 0.08% | −24−2.5% | Reduced |
| denkapparat Operations GmbH | 920 | $382.4K | 0.12% | +920 | New |
| Silvant Capital Management LLC | 921 | $382.8K | 0.01% | 00.0% | Unchanged |
| Blalock Williams, LLC | 921 | $382.8K | 0.25% | +9+1.0% | Added |
| Harmony Asset Management LLC | 923 | $383.4K | 0.10% | −459−33.2% | Reduced |
| KRS Capital Management, LLC | 923 | $383.7K | 0.18% | +1+0.1% | Added |
| Washington Trust Advisors, Inc. | 924 | $383.9K | 0.03% | +8+0.9% | Added |
| Coyle Financial Counsel LLC | 926 | $384.9K | 0.07% | +182+24.5% | Added |
| Satovsky Asset Management LLC | 928 | $385.7K | 0.06% | +6+0.7% | Added |
| EJMK Ventures LLC | 928 | $385.9K | 0.18% | +928 | New |
| Tillman Hartley LLC | 930 | $386.5K | 0.09% | 00.0% | Unchanged |
| Miller Financial Services LLC | 931 | $387.1K | 0.31% | −10−1.1% | Reduced |
| Global Financial Private Client, LLC | 933 | $387.8K | 0.11% | +102+12.3% | Added |
| Covestor Ltd | 933 | $388.0K | 0.22% | −5−0.5% | Reduced |
| Intellus Advisors LLC | 934 | $388.2K | 0.05% | −121−11.5% | Reduced |
| Retirement Guys Formula LLC | 937 | $389.3K | 0.15% | −82−8.0% | Reduced |
| Bridgefront Capital, LLC | 939 | $390.3K | 0.10% | −2,370−71.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 942 | $391.6K | 0.15% | −99−9.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 943 | $392.0K | 0.01% | +943 | New |
| First Heartland Consultants, Inc. | 944 | $392.2K | 0.03% | +35+3.9% | Added |
| Monument Capital Management | 944 | $392.5K | 0.08% | +944 | New |
| United Community Bank | 945 | $392.8K | 0.12% | −268−22.1% | Reduced |
| Heartland Advisors Inc | 945 | $392.8K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 945 | $392.8K | 0.11% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 948 | $394.0K | 0.24% | +948 | New |
| Kiley Juergens Wealth Management, LLC | 952 | $395.8K | 0.06% | +17+1.8% | Added |
| Hill Island Financial LLC | 954 | $396.7K | 0.08% | +954 | New |
| Affinity Investment Advisors, LLC | 955 | $396.9K | 0.20% | −36−3.6% | Reduced |
| RDA Financial Network | 958 | $398.0K | 0.09% | −5−0.5% | Reduced |
| Hoxton Planning & Management, LLC | 959 | $398.6K | 0.10% | +182+23.4% | Added |
| Hofer & Associates. Inc | 959 | $398.7K | 0.19% | +191+24.9% | Added |
| Sage Rhino Capital LLC | 961 | $399.4K | 0.07% | +42+4.6% | Added |
| CM Wealth Advisors LLC | 961 | $399.4K | 0.07% | +173+22.0% | Added |
| Birch Financial Group, LLC | 961 | $399.6K | 0.21% | −101−9.5% | Reduced |
| Avail Investment Partners, LLC | 962 | $399.9K | 0.31% | +962 | New |
| Gallagher Fiduciary Advisors, LLC | 962 | $400.0K | 0.01% | −56−5.5% | Reduced |
| Disciplined Investors, L.L.C. | 963 | $400.4K | 0.20% | −186−16.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 965 | $401.1K | 0.10% | +61+6.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 966 | $401.5K | 0.27% | +50+5.5% | Added |
| Tower Trust & Investment Co | 970 | $403.2K | 0.24% | +3+0.3% | Added |
| Teza Capital Management LLC | 970 | $403.2K | 0.78% | −239−19.8% | Reduced |
| River Wealth Advisors LLC | 972 | $404.0K | 0.04% | −2−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 973 | $404.4K | 0.08% | +153+18.7% | Added |
| Buck Wealth Strategies, LLC | 974 | $404.6K | 0.04% | −46,604−98.0% | Reduced |
| Cornerstone Financial Management LLC | 974 | $404.8K | 0.32% | +62+6.8% | Added |
| Kaizen Financial Strategies | 953 | $406.4K | 0.16% | +92+10.7% | Added |
| Capital Markets Trading UK LLP | 979 | $407.0K | 0.29% | −137−12.3% | Reduced |
| Evermay Wealth Management LLC | 980 | $407.3K | 0.04% | −84−7.9% | Reduced |
| Founders Capital Management, LLC | 982 | $408.1K | 0.06% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 982 | $408.2K | 0.05% | +212+27.5% | Added |
| Howard Financial Services, Ltd. | 983 | $408.4K | 0.04% | +170+20.9% | Added |
| Guardian Capital, LLC | 984 | $408.8K | 0.33% | −248−20.1% | Reduced |
| Palmer Knight Co | 985 | $409.4K | 0.16% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 985 | $409.4K | 0.10% | −105−9.6% | Reduced |
| Midwest Financial Group LLC | 985 | $409.6K | 0.14% | +4+0.4% | Added |
| Auxano Advisors, LLC | 987 | $410.2K | 0.08% | +94+10.5% | Added |
| Amarillo National Bank | 990 | $411.5K | 0.07% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 991 | $411.9K | 0.16% | +35+3.7% | Added |