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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 6,082 | $2.53M | 1.26% | 00.0% | Unchanged |
| Venator Management LLC | 6,065 | $2.52M | 0.57% | −16,825−73.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,057 | $2.52M | 0.71% | +50+0.8% | Added |
| Hemenway Trust Co LLC | 6,049 | $2.51M | 0.18% | −20,086−76.9% | Reduced |
| Silvercrest Asset Management Group LLC | 6,031 | $2.51M | 0.02% | −181−2.9% | Reduced |
| Kesler, Norman & Wride, LLC | 6,031 | $2.51M | 0.40% | −73−1.2% | Reduced |
| Evergreen Wealth Management, LLC | 6,021 | $2.50M | 1.17% | +140+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 6,007 | $2.50M | 0.31% | −428−6.7% | Reduced |
| Viking Fund Management LLC | 6,000 | $2.49M | 0.22% | 00.0% | Unchanged |
| Odyssey Group, LLC | 5,991 | $2.49M | 0.67% | +5,991 | New |
| Neville Rodie & Shaw Inc | 5,977 | $2.48M | 0.16% | −1,602−21.1% | Reduced |
| Inscription Capital, LLC | 5,967 | $2.48M | 0.22% | +1,397+30.6% | Added |
| BNP Paribas | 5,923 | $2.48M | 0.07% | −1,847−23.8% | Reduced |
| Personal Cfo Solutions, LLC | 5,943 | $2.47M | 0.36% | +363+6.5% | Added |
| Ulland Investment Advisors, LLC | 5,924 | $2.46M | 1.82% | −105−1.7% | Reduced |
| IMA Wealth, Inc. | 5,912 | $2.46M | 0.15% | +853+16.9% | Added |
| Solidarilty Wealth, LLC | 5,902 | $2.45M | 0.43% | +2,325+65.0% | Added |
| Sowell Financial Services LLC | 5,883 | $2.45M | 0.08% | −254−4.1% | Reduced |
| Ashton Thomas Securities, LLC | 5,914 | $2.44M | 0.36% | +522+9.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,860 | $2.44M | 0.15% | +1,901+48.0% | Added |
| Center for Wealth Management Advisory | 5,850 | $2.43M | 1.53% | −435−6.9% | Reduced |
| Bulltick Wealth Management, LLC | 5,850 | $2.43M | 0.50% | −9,887−62.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,841 | $2.43M | 0.13% | −54−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,832 | $2.42M | 0.08% | −480−7.6% | Reduced |
| Landscape Capital Management, L.L.C. | 5,828 | $2.42M | 0.16% | −14,167−70.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,825 | $2.42M | 0.62% | −308−5.0% | Reduced |
| Affiance Financial, LLC | 5,824 | $2.42M | 0.35% | −73−1.2% | Reduced |
| Aventura Private Wealth, LLC | 5,817 | $2.42M | 0.74% | +185+3.3% | Added |
| Avestar Capital, LLC | 5,809 | $2.41M | 0.14% | +820+16.4% | Added |
| ESG Planning | 5,806 | $2.41M | 0.81% | +484+9.1% | Added |
| Nwam LLC | 5,805 | $2.41M | 0.12% | +1,847+46.7% | Added |
| Cherokee Insurance Co | 5,800 | $2.41M | 0.93% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 5,790 | $2.41M | 1.97% | −317−5.2% | Reduced |
| Constitution Capital LLC | 5,777 | $2.40M | 1.23% | −305−5.0% | Reduced |
| Brown Financial Advisors | 5,774 | $2.40M | 0.84% | −1,134−16.4% | Reduced |
| Abundance Wealth Counselors | 5,768 | $2.40M | 0.16% | +2,449+73.8% | Added |
| Connecticut Wealth Management, LLC | 5,739 | $2.39M | 0.09% | −149−2.5% | Reduced |
| MidFirst Bank | 5,713 | $2.37M | 0.17% | −5,651−49.7% | Reduced |
| Clear Trail Advisors, LLC | 5,700 | $2.37M | 0.36% | −778−12.0% | Reduced |
| Paradigm Financial Partners, LLC | 5,649 | $2.35M | 0.21% | −1,938−25.5% | Reduced |
| Accurate Wealth Management, LLC | 5,507 | $2.34M | 0.22% | +462+9.2% | Added |
| Galvin, Gaustad & Stein, LLC | 5,632 | $2.34M | 0.17% | −318−5.3% | Reduced |
| Samalin Investment Counsel, LLC | 5,629 | $2.34M | 0.75% | +249+4.6% | Added |
| Circle Wealth Management, LLC | 5,629 | $2.34M | 0.03% | −641−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,620 | $2.34M | 0.08% | +70+1.3% | Added |
| Douglass Winthrop Advisors, LLC | 5,608 | $2.33M | 0.04% | +1,298+30.1% | Added |
| Hartford Financial Management Inc. | 5,603 | $2.33M | 0.52% | −1,002−15.2% | Reduced |
| Berkeley Capital Partners, LLC | 5,582 | $2.32M | 0.48% | +222+4.1% | Added |
| Wealth Architects, LLC | 5,576 | $2.32M | 0.18% | −26−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 5,557 | $2.31M | 0.06% | +597+12.0% | Added |
| Capital Asset Advisory Services LLC | 5,552 | $2.31M | 0.08% | −145−2.5% | Reduced |
| Sierra Summit Advisors LLC | 5,528 | $2.30M | 0.26% | −1,384−20.0% | Reduced |
| Joel Isaacson & Co., LLC | 5,505 | $2.29M | 0.07% | −1,891−25.6% | Reduced |
| Wall Street Access Asset Management, LLC | 5,495 | $2.28M | 0.32% | +3,166+135.9% | Added |
| Brown Shipley& Co Ltd | 5,485 | $2.28M | 1.18% | −255−4.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 5,483 | $2.28M | 1.35% | −178−3.1% | Reduced |
| Hilltop National Bank | 5,478 | $2.28M | 0.49% | +101+1.9% | Added |
| Cardinal Point Capital Management, ULC | 5,473 | $2.27M | 0.13% | +482+9.7% | Added |
| Symphony Financial, Ltd. Co. | 5,419 | $2.27M | 0.25% | +918+20.4% | Added |
| Schear Investment Advisers, LLC | 5,460 | $2.27M | 0.76% | +99+1.8% | Added |
| Axxion S.A. | 5,453 | $2.27M | 0.16% | +5,453 | New |
| Trust Co of Toledo NA | 5,447 | $2.26M | 0.19% | +91+1.7% | Added |
| Manchester Capital Management LLC | 5,416 | $2.25M | 0.29% | +134+2.5% | Added |
| Valmark Advisers, Inc. | 5,414 | $2.25M | 0.02% | −319−5.6% | Reduced |
| Elmwood Wealth Management, Inc. | 5,409 | $2.25M | 0.56% | +11+0.2% | Added |
| Hillman Capital Management, Inc. | 5,405 | $2.25M | 1.63% | −2,000−27.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,398 | $2.24M | 0.04% | −532−9.0% | Reduced |
| RFG Advisory, LLC | 5,387 | $2.24M | 0.04% | −354−6.2% | Reduced |
| WealthShield Partners, LLC | 5,377 | $2.23M | 0.34% | −1,055−16.4% | Reduced |
| PDS Planning, Inc | 5,369 | $2.23M | 0.13% | +756+16.4% | Added |
| Summit Global Investments | 5,356 | $2.23M | 0.12% | −1,164−17.9% | Reduced |
| Convergence Financial, LLC | 5,341 | $2.22M | 0.18% | +523+10.9% | Added |
| All Terrain Financial Advisors, LLC | 5,339 | $2.22M | 0.47% | −898−14.4% | Reduced |
| Chung Wu Investment Group, LLC | 5,338 | $2.22M | 1.46% | +1,833+52.3% | Added |
| Greenline Partners, LLC | 5,329 | $2.21M | 0.23% | −10.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,305 | $2.20M | 0.19% | +58+1.1% | Added |
| CFS Investment Advisory Services, LLC | 5,180 | $2.20M | 0.15% | +1,337+34.8% | Added |
| Murphy Pohlad Asset Management LLC | 5,280 | $2.19M | 0.76% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 5,273 | $2.19M | 0.04% | +1,987+60.5% | Added |
| Meridian Wealth Advisors, LLC | 5,269 | $2.19M | 0.25% | +178+3.5% | Added |
| LOM Asset Management Ltd | 5,215 | $2.17M | 0.56% | +75+1.5% | Added |
| Piscataqua Savings Bank | 5,196 | $2.16M | 1.46% | −12−0.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,176 | $2.15M | 1.74% | −92−1.7% | Reduced |
| Shum Financial Group, Inc. | 5,174 | $2.15M | 1.30% | +17+0.3% | Added |
| Rowland & Co Investment Counsel | 5,168 | $2.15M | 0.39% | −509−9.0% | Reduced |
| Avantax Planning Partners, Inc. | 5,163 | $2.15M | 0.05% | −56−1.1% | Reduced |
| Private Trust Co NA | 5,162 | $2.15M | 0.17% | +61+1.2% | Added |
| Paragon Capital Management LLC | 5,159 | $2.14M | 0.99% | 00.0% | Unchanged |
| Kassira Wealth Management LLC | 5,151 | $2.14M | 1.72% | +88+1.7% | Added |
| Tyche Wealth Partners LLC | 5,150 | $2.14M | 0.30% | −260−4.8% | Reduced |
| Geneos Wealth Management Inc. | 5,143 | $2.14M | 0.04% | −214−4.0% | Reduced |
| Stenger Family Office, LLC | 5,139 | $2.14M | 0.35% | −999−16.3% | Reduced |
| Kerrisdale Advisers, LLC | 5,131 | $2.13M | 0.53% | −3,718−42.0% | Reduced |
| Precedent Wealth Partners, LLC | 5,103 | $2.12M | 0.35% | +601+13.3% | Added |
| American National Bank | 5,089 | $2.12M | 0.18% | −638−11.1% | Reduced |
| Gen-Wealth Partners Inc | 5,074 | $2.11M | 0.59% | −210−4.0% | Reduced |
| Bank of Nova Scotia Trust Co | 5,047 | $2.10M | 0.17% | −2,859−36.2% | Reduced |
| CWA Asset Management Group, LLC | 5,006 | $2.08M | 0.06% | +617+14.1% | Added |
| Moore Capital Management, LP | 5,000 | $2.08M | 0.05% | +5,000 | New |
| Resolute Capital Asset Partners LLC | 5,000 | $2.08M | 0.89% | +5,000 | New |