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 |
|---|---|---|---|---|---|
| CVFG LLC | 4,996 | $2.08M | 0.22% | −299−5.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,992 | $2.07M | 0.13% | +322+6.9% | Added |
| Sheets Smith Wealth Management | 4,976 | $2.07M | 0.21% | −35−0.7% | Reduced |
| Peterson Wealth Services | 4,973 | $2.07M | 0.45% | +395+8.6% | Added |
| Independent Solutions Wealth Management, LLC | 4,970 | $2.07M | 0.27% | +104+2.1% | Added |
| Stablepoint Partners, LLC | 4,967 | $2.06M | 0.29% | +16+0.3% | Added |
| Naviter Wealth, LLC | 4,958 | $2.06M | 0.19% | +653+15.2% | Added |
| Vista Investment Management | 4,952 | $2.06M | 0.62% | −42−0.8% | Reduced |
| Archer Investment Corp | 4,931 | $2.05M | 0.39% | −132−2.6% | Reduced |
| Courier Capital LLC | 4,919 | $2.04M | 0.10% | +479+10.8% | Added |
| Wealth Effects LLC | 4,905 | $2.04M | 0.55% | −62−1.2% | Reduced |
| Massmutual Trust Co FSB | 4,901 | $2.04M | 0.05% | +275+5.9% | Added |
| Coastal Investment Advisors, Inc. | 4,897 | $2.04M | 0.63% | +2,337+91.3% | Added |
| Boston Family Office LLC | 4,891 | $2.03M | 0.12% | −710−12.7% | Reduced |
| GLOBALT Investments LLC | 4,882 | $2.03M | 0.07% | −138−2.7% | Reduced |
| SilverOak Wealth Management LLC | 4,881 | $2.03M | 0.26% | +92+1.9% | Added |
| Fagan Associates, Inc. | 4,862 | $2.02M | 0.25% | −20.0% | Reduced |
| Scott & Selber, Inc. | 4,851 | $2.02M | 0.43% | −3−0.1% | Reduced |
| Triad Wealth Partners, LLC | 4,843 | $2.01M | 0.12% | +17+0.4% | Added |
| Gateway Wealth Partners, LLC | 4,832 | $2.01M | 0.12% | −2,777−36.5% | Reduced |
| MBM Wealth Consultants, LLC | 4,820 | $2.00M | 0.39% | −53−1.1% | Reduced |
| Cetera Trust Company, N.A | 4,780 | $1.99M | 1.00% | +200+4.4% | Added |
| Tranquility Partners, LLC | 4,777 | $1.99M | 0.68% | −100−2.1% | Reduced |
| Cahill Financial Advisors Inc | 4,776 | $1.99M | 0.19% | −63−1.3% | Reduced |
| Apella Capital, LLC | 4,617 | $1.98M | 0.03% | +305+7.1% | Added |
| Proficio Capital Partners LLC | 4,748 | $1.97M | 0.07% | +4,748 | New |
| BNC Wealth Management, LLC | 4,735 | $1.97M | 0.48% | +4,735 | New |
| Transcend Wealth Collective, LLC | 4,725 | $1.96M | 0.13% | +1,722+57.3% | Added |
| HM Payson & Co | 4,725 | $1.96M | 0.03% | +339+7.7% | Added |
| Somerville Kurt F | 4,717 | $1.96M | 0.47% | −4,814−50.5% | Reduced |
| Prestige Wealth Management Group LLC | 4,716 | $1.96M | 0.36% | −279−5.6% | Reduced |
| Anb Bank | 4,702 | $1.95M | 0.73% | −352−7.0% | Reduced |
| Whalen Wealth Management Inc. | 4,689 | $1.95M | 0.88% | −558−10.6% | Reduced |
| OneAscent Financial Services LLC | 4,686 | $1.95M | 0.09% | −262−5.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,682 | $1.95M | 0.45% | +887+23.4% | Added |
| Rydar Equities, Inc. | 4,598 | $1.94M | 1.09% | +417+10.0% | Added |
| Richard W. Paul & Associates, LLC | 4,664 | $1.94M | 0.59% | −112−2.3% | Reduced |
| Dover Advisors, LLC | 5,872 | $1.94M | 0.79% | +158+2.8% | Added |
| Optas, LLC | 4,656 | $1.94M | 0.27% | +303+7.0% | Added |
| Tealwood Asset Management Inc | 4,653 | $1.93M | 0.74% | +202+4.5% | Added |
| Shufro Rose & Co LLC | 4,646 | $1.93M | 0.11% | −161−3.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,631 | $1.92M | 0.12% | +566+13.9% | Added |
| ZWJ Investment Counsel Inc | 4,624 | $1.92M | 0.06% | +1,267+37.7% | Added |
| Argentarii, LLC | 4,761 | $1.91M | 0.58% | +185+4.0% | Added |
| Stevens Capital Management LP | 4,600 | $1.91M | 0.46% | −2,552−35.7% | Reduced |
| Cladis Investment Advisory, LLC | 4,599 | $1.91M | 0.89% | −670−12.7% | Reduced |
| Cox Capital Mgt LLC | 4,593 | $1.91M | 1.06% | −49−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 4,587 | $1.91M | 0.16% | +185+4.2% | Added |
| RiverPark Advisors, LLC | 4,579 | $1.90M | 0.87% | −821−15.2% | Reduced |
| Green Harvest Asset Management LLC | 4,566 | $1.90M | 0.02% | +18+0.4% | Added |
| Triangle Securities Wealth Management | 4,558 | $1.89M | 0.38% | −33−0.7% | Reduced |
| Flputnam Investment Management Co | 4,550 | $1.89M | 0.02% | −101−2.2% | Reduced |
| Radnor Capital Management, LLC | 4,530 | $1.88M | 0.26% | −74−1.6% | Reduced |
| Knollwood Investment Advisory, LLC | 4,523 | $1.88M | 0.17% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,523 | $1.88M | 0.03% | −461−9.2% | Reduced |
| Adell Harriman & Carpenter Inc | 4,521 | $1.88M | 0.10% | −174−3.7% | Reduced |
| Guardian Wealth Advisors, LLC | 4,507 | $1.87M | 0.11% | +217+5.1% | Added |
| JNBA Financial Advisors | 4,505 | $1.87M | 0.14% | +76+1.7% | Added |
| Sentinel Trust Co Lba | 4,504 | $1.87M | 0.17% | −100−2.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 4,503 | $1.87M | 0.78% | +317+7.6% | Added |
| Sweeney & Michel, LLC | 4,597 | $1.87M | 0.49% | +4,597 | New |
| Narwhal Capital Management | 4,500 | $1.87M | 0.13% | −54−1.2% | Reduced |
| Oarsman Capital, Inc. | 4,497 | $1.87M | 0.20% | +45+1.0% | Added |
| Wealth Alliance | 4,490 | $1.87M | 0.16% | +1,413+45.9% | Added |
| Floyd Financial Group LLC | 4,365 | $1.86M | 1.21% | −2,844−39.5% | Reduced |
| Cooper Financial Group | 4,459 | $1.85M | 0.15% | +420+10.4% | Added |
| Alyeska Investment Group, L.P. | 4,458 | $1.85M | 0.00% | −102,292−95.8% | Reduced |
| Lincoln Capital Corp | 4,445 | $1.85M | 0.60% | −247−5.3% | Reduced |
| Frisch Financial Group, Inc. | 4,442 | $1.85M | 0.32% | +20.0% | Added |
| Mechanics Bank Trust Department | 4,425 | $1.84M | 0.23% | +34+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,423 | $1.84M | 0.18% | +170+4.0% | Added |
| Financial Engines Advisors L.L.C. | 4,408 | $1.83M | 0.00% | −988−18.3% | Reduced |
| Heartwood Wealth Advisors LLC | 4,407 | $1.83M | 0.14% | +350+8.6% | Added |
| Aspen Grove Capital, LLC | 4,395 | $1.83M | 0.26% | +35+0.8% | Added |
| Thompson David Blair | 4,388 | $1.82M | 0.91% | −240−5.2% | Reduced |
| Neo Ivy Capital Management | 4,386 | $1.82M | 0.42% | −6,386−59.3% | Reduced |
| Consilium Wealth Advisory, LLC | 4,385 | $1.82M | 0.54% | +1,868+74.2% | Added |
| Norden Group LLC | 4,365 | $1.81M | 0.15% | +607+16.2% | Added |
| LaSalle St. Investment Advisors, LLC | 4,364 | $1.81M | 0.22% | −5,456−55.6% | Reduced |
| Birch Capital Management, LLC | 4,359 | $1.81M | 0.89% | −1,322−23.3% | Reduced |
| Balentine LLC | 4,352 | $1.81M | 0.06% | −404−8.5% | Reduced |
| Zuckerman Investment Group, LLC | 4,351 | $1.81M | 0.15% | −33−0.8% | Reduced |
| Chancellor Financial Group WB LP | 4,320 | $1.80M | 1.11% | +77+1.8% | Added |
| Fulcrum Asset Management LLP | 4,274 | $1.79M | 0.18% | −4,826−53.0% | Reduced |
| Private Wealth Asset Management, LLC | 4,313 | $1.79M | 0.17% | −134−3.0% | Reduced |
| George Kaiser Family Foundation | 4,305 | $1.79M | 0.17% | +1,910+79.7% | Added |
| Waterloo Capital, L.P. | 4,304 | $1.79M | 0.10% | +2,038+89.9% | Added |
| Sumitomo Life Insurance Co | 4,301 | $1.79M | 0.03% | −252−5.5% | Reduced |
| Courage Capital Management LLC | 4,300 | $1.79M | 2.65% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,284 | $1.78M | 0.43% | +10.0% | Added |
| Harvey Investment Co LLC | 4,265 | $1.77M | 0.19% | −370−8.0% | Reduced |
| First Commonwealth Financial Corp | 4,253 | $1.77M | 0.25% | +207+5.1% | Added |
| MeadowBrook Investment Advisors LLC | 4,250 | $1.77M | 1.40% | −179−4.0% | Reduced |
| Cambria Investment Management, L.P. | 4,249 | $1.77M | 0.09% | +1,129+36.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 4,230 | $1.76M | 0.05% | −450−9.6% | Reduced |
| Epiq Partners, LLC | 4,227 | $1.76M | 0.75% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,218 | $1.75M | 0.01% | −13,241−75.8% | Reduced |
| Stance Capital LLC | 4,207 | $1.75M | 0.53% | +4,207 | New |
| Sivia Capital Partners, LLC | 4,206 | $1.75M | 0.21% | +3,376+406.7% | Added |
| PCM Encore, LLC | 4,200 | $1.75M | 0.31% | +1,265+43.1% | Added |