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 |
|---|---|---|---|---|---|
| Osprey Private Wealth LLC | 11,646 | $4.84M | 1.25% | +5,714+96.3% | Added |
| YHB Investment Advisors, Inc. | 11,642 | $4.84M | 0.31% | −5,767−33.1% | Reduced |
| Integrated Advisors Network LLC | 11,613 | $4.83M | 0.22% | +4,276+58.3% | Added |
| West Branch Capital LLC | 11,589 | $4.82M | 1.12% | +114+1.0% | Added |
| Alta Capital Management LLC | 11,572 | $4.81M | 0.36% | −4,650−28.7% | Reduced |
| Crossmark Global Holdings, Inc. | 11,569 | $4.81M | 0.06% | −361−3.0% | Reduced |
| Syon Capital LLC | 11,562 | $4.81M | 0.21% | +2,316+25.0% | Added |
| HighPoint Advisor Group LLC | 11,550 | $4.80M | 0.17% | −4,713−29.0% | Reduced |
| HBW Advisory Services LLC | 11,519 | $4.79M | 0.43% | −77−0.7% | Reduced |
| Ninety One North America, Inc. | 11,518 | $4.79M | 0.22% | +11,518 | New |
| Penserra Capital Management LLC | 11,477 | $4.77M | 0.04% | −6,273−35.3% | Reduced |
| Hilton Capital Management, LLC | 11,465 | $4.77M | 0.32% | +132+1.2% | Added |
| Bluesphere Advisors, LLC | 11,445 | $4.76M | 1.47% | +25+0.2% | Added |
| Gluskin Sheff & Assoc Inc | 11,436 | $4.75M | 0.73% | −1,315−10.3% | Reduced |
| Engineers Gate Manager LP | 11,419 | $4.75M | 0.06% | −9,909−46.5% | Reduced |
| Palouse Capital Management, Inc. | 11,414 | $4.74M | 2.96% | −1,161−9.2% | Reduced |
| Belpointe Asset Management LLC | 11,412 | $4.74M | 0.15% | +1,207+11.8% | Added |
| Bell Asset Management Ltd | 11,360 | $4.72M | 1.26% | −4,833−29.8% | Reduced |
| Resonant Capital Advisors, LLC | 11,340 | $4.71M | 0.23% | +1,948+20.7% | Added |
| Community Bank & Trust, Waco, Texas | 11,330 | $4.71M | 0.85% | −300−2.6% | Reduced |
| Signal Advisors Wealth, LLC | 11,327 | $4.71M | 0.25% | +1,952+20.8% | Added |
| Koshinski Asset Management, Inc. | 11,319 | $4.70M | 0.25% | +2,322+25.8% | Added |
| E Fund Management Co., Ltd. | 11,317 | $4.70M | 0.11% | +895+8.6% | Added |
| Sandhill Capital Partners LLC | 11,253 | $4.68M | 0.38% | +945+9.2% | Added |
| Manhattan West Asset Management, LLC | 11,236 | $4.67M | 0.78% | +862+8.3% | Added |
| Ostrum Asset Management | 11,217 | $4.66M | 0.22% | +3,330+42.2% | Added |
| Evolve Private Wealth, LLC | 10,999 | $4.57M | 0.28% | −171−1.5% | Reduced |
| Aurdan Capital Management, LLC | 10,980 | $4.56M | 1.16% | −184−1.6% | Reduced |
| Coastline Trust Co | 10,965 | $4.56M | 0.40% | +51+0.5% | Added |
| Venturi Wealth Management, LLC | 10,963 | $4.56M | 0.18% | −2,557−18.9% | Reduced |
| Tritonpoint Wealth, LLC | 10,952 | $4.55M | 0.45% | +587+5.7% | Added |
| Robeco Schweiz AG | 10,949 | $4.55M | 0.07% | −4,185−27.7% | Reduced |
| MMBG Investment Advisors Co. | 10,928 | $4.54M | 0.36% | −5,930−35.2% | Reduced |
| Advyzon Investment Management, LLC | 10,924 | $4.54M | 0.33% | +2,175+24.9% | Added |
| Milestone Asset Management, LLC | 10,910 | $4.53M | 0.71% | +1,782+19.5% | Added |
| Kornitzer Capital Management Inc | 10,852 | $4.51M | 0.09% | −4,120−27.5% | Reduced |
| Sig Brokerage, LP | 10,844 | $4.51M | 0.72% | −9,508−46.7% | Reduced |
| Aaron Wealth Advisors | 10,803 | $4.49M | 0.23% | +1,856+20.7% | Added |
| Glassy Mountain Advisors, Inc. | 10,782 | $4.48M | 1.23% | +76+0.7% | Added |
| Acropolis Investment Management, LLC | 10,706 | $4.45M | 0.18% | −439−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,705 | $4.45M | 0.11% | −16,603−60.8% | Reduced |
| Centaurus Financial, Inc. | 10,661 | $4.43M | 0.17% | −1,206−10.2% | Reduced |
| Woodmont Investment Counsel LLC | 10,631 | $4.42M | 0.24% | −1,187−10.0% | Reduced |
| Cary Street Partners Financial LLC | 10,577 | $4.40M | 0.10% | +362+3.5% | Added |
| Kovack Advisors, Inc. | 10,456 | $4.39M | 0.21% | +2,482+31.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,500 | $4.36M | 0.25% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,461 | $4.35M | 0.07% | −2,736−20.7% | Reduced |
| Elgethun Capital Management | 10,457 | $4.35M | 0.61% | +85+0.8% | Added |
| WCG Wealth Advisors LLC | 10,456 | $4.35M | 0.10% | +10,456 | New |
| Prevail Innovative Wealth Advisors, LLC | 10,448 | $4.34M | 0.65% | +3,069+41.6% | Added |
| William B. Walkup & Associates, Inc. | 10,383 | $4.32M | 2.08% | +121+1.2% | Added |
| Sigma Investment Counselors Inc | 10,309 | $4.28M | 0.21% | −1,752−14.5% | Reduced |
| Rehmann Capital Advisory Group | 10,202 | $4.24M | 0.19% | +364+3.7% | Added |
| Salem Investment Counselors Inc | 10,200 | $4.24M | 0.11% | +99+1.0% | Added |
| PFG Investments, LLC | 10,130 | $4.21M | 0.16% | −597−5.6% | Reduced |
| Lountzis Asset Management, LLC | 10,122 | $4.21M | 1.33% | −560−5.2% | Reduced |
| Nicolet Bankshares Inc | 10,096 | $4.21M | 0.13% | +806+8.7% | Added |
| Pinnacle Holdings, LLC | 10,102 | $4.20M | 1.29% | −467−4.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,068 | $4.18M | 0.11% | +289+3.0% | Added |
| Chickasaw Capital Management LLC | 10,059 | $4.18M | 0.15% | +175+1.8% | Added |
| Bamco Inc | 10,059 | $4.18M | 0.01% | +10,059 | New |
| Krilogy Financial LLC | 10,051 | $4.18M | 0.12% | +1,100+12.3% | Added |
| Smartleaf Asset Management LLC | 9,947 | $4.18M | 0.14% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 10,041 | $4.17M | 1.72% | −1,321−11.6% | Reduced |
| Mirae Asset Securities (USA) Inc. | 10,032 | $4.17M | 0.19% | +10,032 | New |
| Value Partners Investments Inc. | 10,035 | $4.16M | 0.29% | −2,084−17.2% | Reduced |
| Trust Asset Management LLC | 10,010 | $4.16M | 0.26% | −200−2.0% | Reduced |
| Perigon Wealth Management, LLC | 10,008 | $4.16M | 0.07% | +726+7.8% | Added |
| Plancorp, LLC | 9,656 | $4.14M | 0.10% | −227−2.3% | Reduced |
| Berger Financial Group, Inc | 9,944 | $4.13M | 0.21% | −1,750−15.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 9,914 | $4.12M | 1.81% | +503+5.3% | Added |
| IHT Wealth Management, LLC | 9,889 | $4.11M | 0.09% | −1,571−13.7% | Reduced |
| Ameritas Advisory Services, LLC | 9,856 | $4.10M | 0.08% | +451+4.8% | Added |
| Modus Advisors, LLC | 9,824 | $4.08M | 1.01% | −40−0.4% | Reduced |
| Harbour Capital Advisors, LLC | 9,586 | $4.07M | 0.74% | −80−0.8% | Reduced |
| Eclectic Associates Inc | 9,776 | $4.06M | 0.46% | −10−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 9,715 | $4.04M | 0.05% | −23,012−70.3% | Reduced |
| Frec Markets, Inc. | 9,715 | $4.04M | 0.36% | +4,720+94.5% | Added |
| Modera Wealth Management, LLC | 9,699 | $4.03M | 0.04% | +782+8.8% | Added |
| First Foundation Advisors | 9,688 | $4.03M | 0.14% | −140−1.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,651 | $4.01M | 1.47% | +175+1.8% | Added |
| Ocean Capital Management, LLC | 9,618 | $4.00M | 0.74% | −2,528−20.8% | Reduced |
| Exome Asset Management LLC | 9,612 | $4.00M | 2.46% | −3,250−25.3% | Reduced |
| AdvisorNet Financial, Inc | 9,604 | $3.99M | 0.18% | +66+0.7% | Added |
| Fidelis Capital Partners, LLC | 9,602 | $3.99M | 0.23% | +1,283+15.4% | Added |
| Texas Yale Capital Corp. | 9,583 | $3.98M | 0.09% | +345+3.7% | Added |
| PACK Private Wealth, LLC | 9,566 | $3.98M | 1.65% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 9,529 | $3.96M | 0.13% | +3,884+68.8% | Added |
| First Horizon Corp | 9,505 | $3.95M | 0.15% | −84−0.9% | Reduced |
| Qtron Investments LLC | 9,450 | $3.93M | 0.52% | +2,273+31.7% | Added |
| Field & Main Bank | 9,445 | $3.93M | 0.81% | +556+6.3% | Added |
| New Age Alpha Advisors, LLC | 9,423 | $3.92M | 0.17% | −1,411−13.0% | Reduced |
| Marathon Wealth Advisors LLC | 9,410 | $3.91M | 1.34% | +13+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 9,398 | $3.91M | 0.17% | −1,091−10.4% | Reduced |
| Weik Capital Management | 9,390 | $3.90M | 1.50% | −130−1.4% | Reduced |
| Colonial Trust Co | 9,386 | $3.90M | 0.49% | −801−7.9% | Reduced |
| Integrity Alliance, LLC. | 9,384 | $3.90M | 0.12% | −252−2.6% | Reduced |
| Independent Financial Group, LLC | 9,368 | $3.89M | 0.07% | −156−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 9,343 | $3.88M | 0.15% | +948+11.3% | Added |
| Caliber Wealth Management, LLC | 9,338 | $3.88M | 0.37% | −5,089−35.3% | Reduced |