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
Q3 2026 data is still coming in: 6 institutions have reported holding UNH so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 15,141 | $6.29M | 0.15% | −1,789−10.6% | Reduced |
| Central Pacific Bank - Trust Division | 15,098 | $6.28M | 0.64% | +4,043+36.6% | Added |
| EFG International AG | 15,036 | $6.25M | 0.11% | +177+1.2% | Added |
| Sienna Gestion | 14,716 | $6.25M | 0.37% | +14,716 | New |
| Beverly Hills Private Wealth, LLC | 14,999 | $6.23M | 1.20% | −2,727−15.4% | Reduced |
| AMG National Trust Bank | 14,966 | $6.22M | 0.13% | +1,048+7.5% | Added |
| Schmidt P J Investment Management Inc | 14,951 | $6.21M | 0.97% | −1,075−6.7% | Reduced |
| Lee Johnson Capital Management, LLC | 14,869 | $6.18M | 1.93% | +14,869 | New |
| Kingstone Capital Partners Texas, LLC | 14,860 | $6.18M | 3.29% | +77+0.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 14,832 | $6.16M | 0.29% | −1,157−7.2% | Reduced |
| Lockheed Martin Investment Management Co | 14,770 | $6.14M | 0.24% | −30−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 14,748 | $6.13M | 0.43% | −1,015−6.4% | Reduced |
| AlphaCore Capital LLC | 14,684 | $6.10M | 0.11% | +4,809+48.7% | Added |
| Mubadala Investment Co PJSC | 14,663 | $6.09M | 0.02% | +14,663 | New |
| Hennion & Walsh Asset Management, Inc. | 14,653 | $6.09M | 0.17% | −90−0.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,604 | $6.07M | 1.84% | +840+6.1% | Added |
| Science & Technology Partners, L.P. | 14,600 | $6.07M | 1.02% | +14,600 | New |
| Pure Financial Advisors, Inc. | 14,581 | $6.06M | 0.08% | −678−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,525 | $6.04M | 0.16% | −694−4.6% | Reduced |
| Caxton Associates LLP | 14,512 | $6.03M | 0.11% | +10,898+301.5% | Added |
| Frank, Rimerman Advisors LLC | 14,325 | $5.95M | 0.34% | −52−0.4% | Reduced |
| Portfolio Design Labs, LLC | 14,201 | $5.90M | 0.97% | +7,164+101.8% | Added |
| Convergence Investment Partners, LLC | 14,197 | $5.90M | 0.56% | +11,925+524.9% | Added |
| Verdence Capital Advisors LLC | 14,130 | $5.87M | 0.31% | −226−1.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,115 | $5.87M | 1.12% | −40.0% | Reduced |
| Profund Advisors LLC | 14,020 | $5.83M | 0.16% | −124−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 14,000 | $5.82M | 0.36% | −20.0% | Reduced |
| Axecap Investments, LLC | 13,996 | $5.82M | 3.22% | +13,996 | New |
| HWG Holdings LP | 13,947 | $5.80M | 1.31% | +13,947 | New |
| MASTERINVEST Kapitalanlage GmbH | 13,927 | $5.79M | 0.50% | +2,527+22.2% | Added |
| Vanguard National Trust Co | 13,871 | $5.77M | 0.31% | −18−0.1% | Reduced |
| DLK Investment Management, LLC | 11,274 | $5.74M | 2.47% | +11,274 | New |
| Clearstead Advisors, LLC | 13,787 | $5.73M | 0.05% | −305−2.2% | Reduced |
| Simon Quick Advisors, LLC | 13,772 | $5.72M | 0.23% | +766+5.9% | Added |
| Donoghue Forlines LLC | 13,767 | $5.72M | 1.48% | +7,930+135.9% | Added |
| Allen Operations LLC | 13,633 | $5.67M | 0.79% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 13,606 | $5.66M | 0.06% | +3,095+29.4% | Added |
| Atomi Financial Group, Inc. | 13,585 | $5.65M | 0.15% | +5,675+71.7% | Added |
| Meridian Wealth Management, LLC | 13,546 | $5.63M | 0.17% | −791−5.5% | Reduced |
| Hantz Financial Services, Inc. | 13,540 | $5.63M | 0.08% | −5,965−30.6% | Reduced |
| Inspire Trust Co, N.A. | 13,500 | $5.61M | 0.77% | −11,040−45.0% | Reduced |
| Winmill & Co. Inc | 13,500 | $5.61M | 1.24% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 13,489 | $5.61M | 0.41% | −300−2.2% | Reduced |
| SBI Securities Co., Ltd. | 13,485 | $5.60M | 0.13% | −5,652−29.5% | Reduced |
| Wedmont Private Capital | 13,166 | $5.59M | 0.15% | +122+0.9% | Added |
| ABN AMRO Bank N.V. | 13,291 | $5.56M | 0.07% | +12,070+988.5% | Added |
| Griffith & Werner, Inc. | 13,278 | $5.52M | 2.59% | +788+6.3% | Added |
| Sectoral Asset Management Inc | 13,235 | $5.50M | 3.84% | −1,722−11.5% | Reduced |
| Cidel Asset Management Inc | 13,198 | $5.49M | 0.26% | +441+3.5% | Added |
| Tradewinds, LLC. | 8,190 | $5.46M | 1.71% | −3,540−30.2% | Reduced |
| Scissortail Wealth Management, LLC | 13,096 | $5.44M | 1.05% | −145−1.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 13,093 | $5.44M | 0.47% | +1,910+17.1% | Added |
| Linscomb & Williams, Inc. | 13,056 | $5.43M | 0.24% | −120−0.9% | Reduced |
| TritonPoint Partners, LLC | 13,038 | $5.42M | 0.45% | +10,034+334.0% | Added |
| Hancock Whitney Corp | 13,028 | $5.41M | 0.09% | −337−2.5% | Reduced |
| Roundview Capital LLC | 13,019 | $5.41M | 0.30% | +26+0.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $5.40M | 1.50% | 00.0% | Unchanged |
| Logan Capital Management Inc | 12,971 | $5.39M | 0.20% | +12,971 | New |
| NBT Bank N A | 12,952 | $5.38M | 0.36% | −257−1.9% | Reduced |
| Mattson Financial Services, LLC | 12,583 | $5.33M | 1.12% | −1,360−9.8% | Reduced |
| Sky Investment Group LLC | 12,785 | $5.31M | 0.83% | −292−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 12,729 | $5.29M | 0.08% | +3,272+34.6% | Added |
| Sigma Planning Corp | 12,723 | $5.29M | 0.13% | −1,795−12.4% | Reduced |
| Beech Hill Advisors, Inc. | 12,714 | $5.28M | 2.34% | +94+0.7% | Added |
| LexAurum Advisors, LLC | 12,589 | $5.23M | 0.60% | +35+0.3% | Added |
| Naples Global Advisors, LLC | 12,559 | $5.22M | 0.32% | +457+3.8% | Added |
| Morton Community Bank | 12,546 | $5.21M | 1.06% | +545+4.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 12,479 | $5.19M | 0.61% | −917−6.8% | Reduced |
| Eagle Rock Investment Company, LLC | 12,460 | $5.18M | 0.64% | −1,292−9.4% | Reduced |
| RMB Capital Management, LLC | 12,452 | $5.18M | 0.08% | +4,406+54.8% | Added |
| Collar Capital Management, LLC | 12,418 | $5.16M | 3.04% | −466−3.6% | Reduced |
| Leeward Financial Partners, LLC | 12,411 | $5.16M | 1.35% | +11+0.1% | Added |
| Sepio Capital, LP | 12,397 | $5.15M | 0.26% | −1,056−7.8% | Reduced |
| Jasper Ridge Partners, L.P. | 12,379 | $5.15M | 0.11% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,367 | $5.14M | 0.11% | +5,587+82.4% | Added |
| Liberty Capital Management, Inc. | 12,336 | $5.13M | 0.88% | +12,336 | New |
| Matauro, LLC | 12,334 | $5.13M | 0.68% | −135−1.1% | Reduced |
| ZEGA Investments, LLC | 12,243 | $5.09M | 0.85% | +1,041+9.3% | Added |
| Guardian Partners Inc. | 12,224 | $5.08M | 0.46% | −1,019−7.7% | Reduced |
| Perkins Coie Trust Co | 12,218 | $5.08M | 0.84% | −561−4.4% | Reduced |
| Capital Investment Advisory Services, LLC | 12,199 | $5.07M | 0.31% | −66−0.5% | Reduced |
| Maia Wealth LLC | 12,104 | $5.03M | 0.74% | +1,089+9.9% | Added |
| Financial Advisory Service, Inc. | 12,076 | $5.02M | 0.26% | +793+7.0% | Added |
| Trilogy Capital Inc. | 12,033 | $5.00M | 0.20% | +10,812+885.5% | Added |
| National Asset Management, Inc. | 11,819 | $4.96M | 0.27% | +516+4.6% | Added |
| TD Private Client Wealth LLC | 11,937 | $4.96M | 0.09% | +6,117+105.1% | Added |
| Altrafin AG | 11,931 | $4.96M | 1.94% | −4,758−28.5% | Reduced |
| Money Concepts Capital Corp | 11,916 | $4.95M | 0.23% | +72+0.6% | Added |
| Rench Wealth Management, Inc. | 11,902 | $4.95M | 1.33% | −203−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,835 | $4.92M | 0.02% | −378−3.1% | Reduced |
| Accredited Investors Inc. | 11,819 | $4.91M | 0.21% | +2,151+22.2% | Added |
| Van Hulzen Asset Management, LLC | 11,817 | $4.91M | 0.35% | +1,972+20.0% | Added |
| Flagship Harbor Advisors, LLC | 11,778 | $4.90M | 0.19% | −1,074−8.4% | Reduced |
| Dynamic Advisor Solutions LLC | 11,769 | $4.89M | 0.14% | −1,788−13.2% | Reduced |
| Keebeck Wealth Management, LLC | 11,754 | $4.89M | 0.48% | +9,212+362.4% | Added |
| Western Wealth Management, LLC | 11,736 | $4.88M | 0.16% | −2,033−14.8% | Reduced |
| Leavell Investment Management, Inc. | 11,733 | $4.88M | 0.18% | −41−0.3% | Reduced |
| Legacy Private Trust Co. | 11,720 | $4.87M | 0.27% | −801−6.4% | Reduced |
| Brown Miller Wealth Management, LLC | 11,685 | $4.86M | 1.22% | +618+5.6% | Added |
| St Germain D J Co Inc | 11,647 | $4.84M | 0.17% | −661−5.4% | Reduced |