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 |
|---|---|---|---|---|---|
| Farmers National Bank | 9,323 | $3.87M | 0.81% | +62+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 9,283 | $3.86M | 0.16% | +489+5.6% | Added |
| Venture Visionary Partners LLC | 9,255 | $3.85M | 0.11% | −436−4.5% | Reduced |
| SageView Advisory Group, LLC | 9,224 | $3.83M | 0.13% | −465−4.8% | Reduced |
| Parsonex Advisory Services, Inc. | 9,219 | $3.83M | 3.33% | +232+2.6% | Added |
| LMR Partners LLP | 9,215 | $3.83M | 0.03% | −136,264−93.7% | Reduced |
| Whalerock Point Partners, LLC | 9,207 | $3.83M | 0.65% | −291−3.1% | Reduced |
| HBK Sorce Advisory LLC | 9,264 | $3.82M | 0.07% | +615+7.1% | Added |
| Estabrook Capital Management | 9,149 | $3.80M | 0.51% | −159−1.7% | Reduced |
| Tenere Capital LLC | 9,122 | $3.79M | 3.01% | +9,122 | New |
| Flavin Financial Services, Inc. | 9,082 | $3.77M | 2.15% | +959+11.8% | Added |
| Poehling Capital Management, LLC | 9,075 | $3.77M | 0.81% | −76−0.8% | Reduced |
| R.H. Investment Group, LLC | 9,066 | $3.77M | 2.84% | −23−0.3% | Reduced |
| Round Rock Advisors, LLC | 9,062 | $3.77M | 0.49% | −295−3.2% | Reduced |
| Generali Investments, Management Co LLC | 9,024 | $3.75M | 0.81% | +4,030+80.7% | Added |
| Ami Investment Management Inc | 8,990 | $3.74M | 0.79% | −1,118−11.1% | Reduced |
| Cornerstone Planning, LLC | 8,989 | $3.74M | 0.86% | −17−0.2% | Reduced |
| Glenview Trust Co | 8,970 | $3.73M | 0.05% | +400+4.7% | Added |
| KMG Fiduciary Partners, LLC | 8,955 | $3.72M | 0.35% | −11,132−55.4% | Reduced |
| Aviso Financial Inc. | 8,943 | $3.72M | 0.13% | −208−2.3% | Reduced |
| Petros Family Wealth, LLC | 8,931 | $3.71M | 2.27% | +2,455+37.9% | Added |
| U S Wealth Group, LLC. | 8,901 | $3.70M | 2.21% | +937+11.8% | Added |
| Castleview Partners, LLC | 8,888 | $3.69M | 1.62% | −1,083−10.9% | Reduced |
| Gladstone Institutional Advisory LLC | 8,888 | $3.69M | 0.12% | −586−6.2% | Reduced |
| Grimes & Company, Inc. | 8,880 | $3.69M | 0.08% | +1,113+14.3% | Added |
| Fulton Bank, N.A. | 8,874 | $3.69M | 0.11% | +1,164+15.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 8,831 | $3.67M | 1.56% | −59−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 8,787 | $3.65M | 0.04% | +410+4.9% | Added |
| Montag A & Associates Inc | 8,784 | $3.65M | 0.15% | −8−0.1% | Reduced |
| Meadowbrook Advisors Group, LLC | 8,778 | $3.65M | 1.95% | −210−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,760 | $3.64M | 0.16% | −2,202−20.1% | Reduced |
| Capital Advisors Inc | 8,751 | $3.64M | 0.05% | +725+9.0% | Added |
| JB Capital LLC | 8,727 | $3.63M | 0.13% | +289+3.4% | Added |
| BigSur Wealth Management LLC | 8,694 | $3.61M | 0.87% | +2,000+29.9% | Added |
| Lazari Capital Management, Inc. | 8,680 | $3.61M | 1.11% | −29−0.3% | Reduced |
| Capital Analysts, LLC | 8,656 | $3.60M | 0.08% | −39−0.4% | Reduced |
| Focused Wealth Management, Inc | 8,640 | $3.59M | 0.32% | +466+5.7% | Added |
| Gsa Capital Partners LLP | 8,622 | $3.58M | 0.23% | +2,133+32.9% | Added |
| Wealthcare Advisory Partners LLC | 8,579 | $3.57M | 0.07% | −12−0.1% | Reduced |
| Cigna Investments Inc | 8,559 | $3.56M | 0.46% | −106−1.2% | Reduced |
| Tobam | 8,536 | $3.55M | 0.86% | −5,535−39.3% | Reduced |
| Paralel Advisors LLC | 8,536 | $3.55M | 0.14% | +3,431+67.2% | Added |
| Arvest Bank Trust Division | 8,527 | $3.54M | 0.17% | +7,050+477.3% | Added |
| Granite Investment Partners, LLC | 8,520 | $3.54M | 0.18% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 8,503 | $3.53M | 0.72% | +676+8.6% | Added |
| Ping Capital Management, Inc. | 8,500 | $3.53M | 1.15% | −100−1.2% | Reduced |
| V2 Financial group LLC | 8,444 | $3.51M | 1.31% | −341−3.9% | Reduced |
| Family Legacy, Inc. | 8,439 | $3.51M | 0.94% | +20.0% | Added |
| one8zero8, LLC | 8,406 | $3.49M | 0.69% | −1,746−17.2% | Reduced |
| Titan Investment Management LLC | 8,376 | $3.48M | 2.58% | +209+2.6% | Added |
| China Universal Asset Management Co., Ltd. | 8,347 | $3.47M | 0.21% | +5,768+223.7% | Added |
| Concord Wealth Partners | 8,308 | $3.45M | 0.40% | +1,220+17.2% | Added |
| Meiji Yasuda America Inc | 8,301 | $3.45M | 0.58% | +2,280+37.9% | Added |
| Sargent Investment Group, LLC | 8,294 | $3.45M | 0.41% | +2,906+53.9% | Added |
| Titleist Asset Management, LLC | 8,286 | $3.44M | 0.23% | −1,465−15.0% | Reduced |
| Lighthouse Investment Partners, LLC | 8,285 | $3.44M | 0.11% | +4,222+103.9% | Added |
| Crestwood Advisors Group LLC | 8,258 | $3.43M | 0.05% | +2,728+49.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,251 | $3.43M | 1.94% | −1,166−12.4% | Reduced |
| J.Safra Asset Management Corp | 8,220 | $3.42M | 0.16% | +2,104+34.4% | Added |
| Chilton Investment Co LLC | 8,178 | $3.40M | 0.08% | −90−1.1% | Reduced |
| Advisor OS, LLC | 8,176 | $3.40M | 0.23% | −155−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 8,139 | $3.38M | 0.09% | +395+5.1% | Added |
| NorthRock Partners, LLC | 8,104 | $3.37M | 0.05% | −197−2.4% | Reduced |
| Tulsa Wealth Advisors, INC | 8,090 | $3.36M | 0.47% | +1,048+14.9% | Added |
| Interchange Capital Partners, LLC | 8,088 | $3.36M | 0.63% | +3,795+88.4% | Added |
| Missouri Trust & Investment Co | 8,100 | $3.36M | 0.91% | −196−2.4% | Reduced |
| Vestor Capital, LLC | 32,600 | $3.35M | 0.28% | +31,935+4,802.3% | Added |
| Concord Asset Management, LLC | 8,055 | $3.35M | 0.52% | +1,015+14.4% | Added |
| F/M Investments LLC | 8,043 | $3.34M | 0.17% | +897+12.6% | Added |
| Wright Investors Service Inc | 8,039 | $3.34M | 0.91% | +1,406+21.2% | Added |
| BCGM Wealth Management, LLC | 8,027 | $3.34M | 0.71% | +478+6.3% | Added |
| Kensington Investment Counsel, LLC | 8,019 | $3.33M | 1.45% | −379−4.5% | Reduced |
| First National Bank of Omaha | 7,943 | $3.32M | 0.09% | +1,086+15.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,978 | $3.32M | 1.77% | −587−6.9% | Reduced |
| Essex Financial Services, Inc. | 7,973 | $3.31M | 0.17% | +330+4.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 7,967 | $3.31M | 0.11% | −54−0.7% | Reduced |
| Shoker Investment Counsel, Inc. | 7,925 | $3.29M | 0.83% | +2,011+34.0% | Added |
| Pathway Financial Advisers, LLC | 7,920 | $3.29M | 0.83% | −23−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 7,916 | $3.29M | 0.09% | +1,434+22.1% | Added |
| Resources Management Corp | 7,911 | $3.29M | 0.41% | −40−0.5% | Reduced |
| Intrust Bank NA | 7,909 | $3.29M | 0.24% | +567+7.7% | Added |
| KCM Investment Advisors LLC | 7,896 | $3.28M | 0.10% | −710−8.3% | Reduced |
| Global Assets Advisory, LLC | 7,662 | $3.26M | 0.71% | −865−10.1% | Reduced |
| Premier Path Wealth Partners, LLC | 7,830 | $3.25M | 0.37% | +1,902+32.1% | Added |
| Kathmere Capital Management, LLC | 7,823 | $3.25M | 0.17% | +881+12.7% | Added |
| Mystic Asset Management, Inc. | 7,794 | $3.24M | 0.69% | +404+5.5% | Added |
| GWN Securities Inc. | 7,790 | $3.24M | 0.54% | −579−6.9% | Reduced |
| Altfest L J & Co Inc | 7,788 | $3.24M | 0.31% | +6,663+592.3% | Added |
| Indivisible Partners | 7,784 | $3.24M | 0.18% | +1,528+24.4% | Added |
| Cascades Capital Asset Management, LLC | 7,767 | $3.23M | 1.19% | +40+0.5% | Added |
| Northern Oak Wealth Management Inc | 7,750 | $3.22M | 0.36% | −287−3.6% | Reduced |
| Tounjian Advisory Partners, LLC | 7,748 | $3.22M | 1.38% | +7,748 | New |
| Fairbanks Capital Management, Inc. | 7,722 | $3.21M | 1.90% | −237−3.0% | Reduced |
| SWS Partners | 7,714 | $3.21M | 0.69% | +2,042+36.0% | Added |
| LRT Capital Management, LLC | 7,706 | $3.20M | 2.08% | +2,241+41.0% | Added |
| Eastern Bank | 7,663 | $3.18M | 0.05% | −45−0.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7,657 | $3.18M | 0.94% | +2,441+46.8% | Added |
| Studio Investment Management LLC | 7,619 | $3.17M | 0.54% | +16+0.2% | Added |
| MPS Loria Financial Planners, LLC | 7,619 | $3.17M | 0.73% | +41+0.5% | Added |
| Eos Management, L.P. | 7,616 | $3.17M | 1.25% | 00.0% | Unchanged |