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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 7,594 | $3.16M | 0.26% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,589 | $3.15M | 0.03% | +1,226+19.3% | Added |
| Baker Avenue Asset Management, LP | 7,578 | $3.15M | 0.06% | +896+13.4% | Added |
| Rare Wolf Capital LLC | 7,563 | $3.14M | 2.02% | +860+12.8% | Added |
| Chicago Partners Investment Group LLC | 7,413 | $3.14M | 0.06% | +1,932+35.2% | Added |
| DeDora Capital, Inc. | 7,550 | $3.14M | 0.68% | −210−2.7% | Reduced |
| Udine Wealth Management, Inc. | 7,530 | $3.13M | 1.30% | +7,530 | New |
| Catalyst Financial Partners LLC | 7,526 | $3.13M | 0.31% | +809+12.0% | Added |
| Fortis Group Advisors, LLC | 7,515 | $3.12M | 0.50% | −382−4.8% | Reduced |
| Central Bank & Trust Co | 7,514 | $3.12M | 0.44% | −168−2.2% | Reduced |
| Barbara Oil Co. | 7,500 | $3.12M | 1.05% | 00.0% | Unchanged |
| Fragasso Group Inc. | 7,494 | $3.11M | 0.17% | +132+1.8% | Added |
| Nicollet Investment Management, Inc. | 7,464 | $3.10M | 0.96% | −15−0.2% | Reduced |
| Shayne & Co., LLC | 7,455 | $3.10M | 0.92% | −60−0.8% | Reduced |
| Viawealth, LLC | 7,422 | $3.08M | 1.55% | +65+0.9% | Added |
| Bond & Devick Financial Network, Inc. | 7,420 | $3.08M | 0.76% | −168−2.2% | Reduced |
| Bellwether Advisors, LLC | 7,404 | $3.08M | 0.46% | +7,404 | New |
| Pinnbrook Capital Management LP | 7,360 | $3.06M | 0.51% | +7,360 | New |
| Schnieders Capital Management, LLC. | 7,354 | $3.06M | 0.40% | −35−0.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,338 | $3.05M | 2.11% | −100−1.3% | Reduced |
| Cito Capital Group, LLC | 7,326 | $3.04M | 0.82% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,271 | $3.02M | 0.16% | +3,476+91.6% | Added |
| Harrell Investment Partners, LLC | 7,270 | $3.02M | 0.65% | −1,134−13.5% | Reduced |
| Berkshire Asset Management LLC | 7,238 | $3.01M | 0.12% | −15−0.2% | Reduced |
| Valley National Advisers Inc | 7,236 | $3.01M | 0.33% | +9+0.1% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 7,231 | $3.01M | 0.30% | +1,284+21.6% | Added |
| Platform Technology Partners | 7,226 | $3.00M | 0.49% | +333+4.8% | Added |
| BCJ Capital Management, LLC | 7,189 | $2.99M | 0.15% | +6,403+814.6% | Added |
| Becker Capital Management Inc | 7,160 | $2.98M | 0.08% | +127+1.8% | Added |
| Elevated Private Wealth, LLC | 7,135 | $2.97M | 2.82% | +7,135 | New |
| Visionary Wealth Advisors | 7,107 | $2.95M | 0.12% | −1,737−19.6% | Reduced |
| Community Bank, N.A. | 7,101 | $2.95M | 0.32% | −145−2.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 7,056 | $2.93M | 1.26% | +7,056 | New |
| Monetary Management Group Inc | 7,033 | $2.92M | 0.60% | −50−0.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,020 | $2.92M | 1.38% | +276+4.1% | Added |
| Impact Capital Partners LLC | 7,014 | $2.92M | 0.80% | +423+6.4% | Added |
| Compton Wealth Advisory Group, LLC | 6,819 | $2.91M | 0.59% | −22−0.3% | Reduced |
| 44 Wealth Management LLC | 6,967 | $2.90M | 0.96% | +5,669+436.7% | Added |
| SLT Holdings LLC | 6,909 | $2.87M | 1.83% | −27−0.4% | Reduced |
| Quinn Opportunity Partners LLC | 6,900 | $2.87M | 0.13% | +5,900+590.0% | Added |
| CWC Advisors, LLC. | 6,879 | $2.86M | 1.27% | −342−4.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,879 | $2.86M | 0.58% | −70−1.0% | Reduced |
| Sullivan Wood Capital Management LLC | 6,859 | $2.85M | 3.90% | −2,872−29.5% | Reduced |
| Independence Bank of Kentucky | 6,828 | $2.84M | 0.32% | −349−4.9% | Reduced |
| Inkwell Capital LLC | 6,808 | $2.83M | 2.94% | +4+0.1% | Added |
| Kanawha Capital Management LLC | 6,807 | $2.83M | 0.18% | +724+11.9% | Added |
| Spears Abacus Advisors LLC | 6,796 | $2.82M | 0.05% | +155+2.3% | Added |
| Advisory Alpha, LLC | 6,777 | $2.82M | 0.07% | +603+9.8% | Added |
| Griffin Asset Management, Inc. | 6,764 | $2.81M | 0.30% | +61+0.9% | Added |
| Pallas Capital Advisors LLC | 6,756 | $2.81M | 0.09% | +409+6.4% | Added |
| Capital Management Associates, Inc | 6,738 | $2.80M | 0.56% | −23−0.3% | Reduced |
| Everhart Financial Group, Inc. | 6,732 | $2.80M | 0.18% | +1,385+25.9% | Added |
| Choate Investment Advisors | 6,728 | $2.80M | 0.05% | −579−7.9% | Reduced |
| Prosperity Consulting Group, LLC | 6,711 | $2.79M | 0.11% | +245+3.8% | Added |
| Argo Wealth Advisory, LLC | 6,710 | $2.79M | 1.54% | −186−2.7% | Reduced |
| Holderness Investments Co | 6,703 | $2.79M | 0.46% | −7−0.1% | Reduced |
| King Luther Capital Management Corp | 6,695 | $2.78M | 0.01% | +243+3.8% | Added |
| Thoroughbred Financial Services, LLC | 6,693 | $2.78M | 0.13% | +191+2.9% | Added |
| Connable Office Inc | 6,686 | $2.78M | 0.24% | +34+0.5% | Added |
| TMB Capital Partners, LLC | 6,683 | $2.78M | 0.87% | +386+6.1% | Added |
| Modern Wealth Management, LLC | 6,669 | $2.77M | 0.03% | +1,693+34.0% | Added |
| Te Ahumairangi Investment Management Ltd | 6,662 | $2.77M | 0.45% | −1,460−18.0% | Reduced |
| Chicago Trust Co NA | 6,654 | $2.77M | 0.40% | −491−6.9% | Reduced |
| Sendero Wealth Management, LLC | 6,618 | $2.75M | 0.27% | −112−1.7% | Reduced |
| Larson Financial Group LLC | 6,606 | $2.75M | 0.07% | +1,394+26.7% | Added |
| S-Bank Fund Management Ltd | 6,594 | $2.74M | 0.37% | +3,594+119.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,568 | $2.73M | 0.34% | +111+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 6,551 | $2.72M | 0.98% | +3,905+147.6% | Added |
| Moody National Bank Trust Division | 6,544 | $2.72M | 0.23% | −30−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,539 | $2.72M | 0.23% | +175+2.7% | Added |
| Applied Capital LLC | 6,537 | $2.72M | 1.82% | +10+0.2% | Added |
| Sivik Global Healthcare LLC | 10,000 | $2.71M | 2.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,488 | $2.70M | 0.18% | +757+13.2% | Added |
| Trust Co of Vermont | 6,459 | $2.68M | 0.10% | +6,459 | New |
| Jacobi Capital Management LLC | 6,425 | $2.67M | 0.13% | −757−10.5% | Reduced |
| Boston Private Wealth LLC | 6,424 | $2.67M | 0.17% | −207−3.1% | Reduced |
| Hilltop Holdings Inc. | 6,420 | $2.67M | 0.22% | −482−7.0% | Reduced |
| Howard Capital Management Inc. | 6,370 | $2.65M | 0.03% | +2,521+65.5% | Added |
| Carret Asset Management, LLC | 6,370 | $2.65M | 0.23% | +44+0.7% | Added |
| City Holding Co | 6,369 | $2.65M | 0.30% | +591+10.2% | Added |
| Greenfield Savings Bank | 6,358 | $2.64M | 1.00% | −778−10.9% | Reduced |
| Compass Financial Management LLC | 6,452 | $2.63M | 0.32% | +6,452 | New |
| Titan Investment Solutions Ltd | 6,323 | $2.63M | 0.29% | +152+2.5% | Added |
| New Insight Wealth Advisors | 6,309 | $2.62M | 0.77% | +65+1.0% | Added |
| Vivid Wealth Management, LLC | 6,302 | $2.62M | 0.92% | +6,302 | New |
| Clear Street Markets LLC | 6,300 | $2.62M | 0.51% | +5,021+392.6% | Added |
| Permanens Capital L.P. | 6,297 | $2.62M | 0.27% | +212+3.5% | Added |
| Csenge Advisory Group | 6,297 | $2.62M | 0.11% | −630−9.1% | Reduced |
| Edgestream Partners, L.P. | 6,295 | $2.62M | 0.08% | +1,332+26.8% | Added |
| Dana Investment Advisors, Inc. | 6,253 | $2.60M | 0.07% | +105+1.7% | Added |
| Adviser Investments LLC | 6,246 | $2.60M | 0.02% | −38−0.6% | Reduced |
| Royal Capital Wealth Management, LLC | 6,241 | $2.59M | 1.46% | +17+0.3% | Added |
| Asset Dedication, LLC | 6,239 | $2.59M | 0.16% | −459−6.9% | Reduced |
| Delta Capital Management LLC | 6,210 | $2.58M | 1.19% | +65+1.1% | Added |
| Boothbay Fund Management, LLC | 6,209 | $2.58M | 0.05% | +1,492+31.6% | Added |
| Bridgewater Associates, LP | 6,197 | $2.58M | 0.01% | +6,197 | New |
| Main Street Financial Solutions, LLC | 6,169 | $2.56M | 0.16% | +2,256+57.7% | Added |
| Magnus Financial Group LLC | 6,151 | $2.56M | 0.18% | +519+9.2% | Added |
| MONECO Advisors, LLC | 6,149 | $2.56M | 0.16% | +2,402+64.1% | Added |
| Boomfish Wealth Group, LLC | 6,125 | $2.55M | 1.16% | −1,292−17.4% | Reduced |