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 |
|---|---|---|---|---|---|
| American Investment Services, Inc. | 4,196 | $1.74M | 0.37% | +394+10.4% | Added |
| ICW Investment Advisors LLC | 4,176 | $1.74M | 0.61% | +9+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 4,167 | $1.73M | 0.18% | +205+5.2% | Added |
| Duncan Williams Asset Management, LLC | 4,144 | $1.72M | 0.39% | −17−0.4% | Reduced |
| Ted Buchan & Co | 4,133 | $1.72M | 0.56% | −156−3.6% | Reduced |
| Angeles Wealth Management, LLC | 4,132 | $1.72M | 0.08% | +990+31.5% | Added |
| Congress Park Capital LLC | 4,131 | $1.72M | 0.46% | −175−4.1% | Reduced |
| Financial Advisors Network, Inc. | 4,119 | $1.71M | 0.21% | +20.0% | Added |
| Grant Private Wealth Management Inc | 4,117 | $1.71M | 0.72% | +1,263+44.3% | Added |
| LJI Wealth Management, LLC | 4,114 | $1.71M | 0.24% | −217−5.0% | Reduced |
| Boyd Watterson Asset Management LLC | 4,112 | $1.71M | 0.46% | +646+18.6% | Added |
| Bridgewater Advisors Inc. | 5,308 | $1.71M | 0.09% | +671+14.5% | Added |
| CMH Wealth Management LLC | 4,093 | $1.70M | 0.26% | +205+5.3% | Added |
| Richwood Investment Advisors, LLC | 4,089 | $1.70M | 1.20% | −120−2.9% | Reduced |
| Tweedy, Browne Co LLC | 4,089 | $1.70M | 0.13% | +422+11.5% | Added |
| First Nebraska Trust Co | 4,077 | $1.69M | 0.14% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 4,060 | $1.69M | 1.01% | +192+5.0% | Added |
| Souders Financial Advisors | 4,057 | $1.69M | 0.17% | +20.0% | Added |
| Van Cleef Asset Management,Inc | 4,049 | $1.68M | 0.17% | −5−0.1% | Reduced |
| Lewis Asset Management, LLC | 4,048 | $1.68M | 0.59% | −295−6.8% | Reduced |
| PFG Advisors | 4,045 | $1.68M | 0.08% | −1,811−30.9% | Reduced |
| Rhodes Investment Advisors Inc | 4,041 | $1.68M | 1.24% | −270−6.3% | Reduced |
| White Pine Capital LLC | 4,041 | $1.68M | 0.40% | +10.0% | Added |
| Opal Wealth Advisors, LLC | 4,040 | $1.68M | 0.36% | +268+7.1% | Added |
| Arjuna Capital | 4,012 | $1.67M | 0.38% | +4,012 | New |
| Relyea Zuckerberg Hanson LLC | 4,009 | $1.67M | 0.14% | +380+10.5% | Added |
| MJP Associates Inc | 4,005 | $1.66M | 0.18% | +243+6.5% | Added |
| Needham Investment Management LLC | 4,000 | $1.66M | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,000 | $1.66M | 0.49% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,997 | $1.66M | 0.29% | +247+6.6% | Added |
| Orrstown Financial Services Inc | 3,985 | $1.66M | 0.25% | −11−0.3% | Reduced |
| Magnolia Capital Advisors LLC | 3,982 | $1.66M | 0.28% | −455−10.3% | Reduced |
| Grove Bank & Trust | 3,971 | $1.65M | 0.16% | +354+9.8% | Added |
| West Paces Advisors Inc. | 3,953 | $1.64M | 0.28% | +735+22.8% | Added |
| Manske Wealth Management | 3,952 | $1.64M | 0.41% | +1,763+80.5% | Added |
| Cullinan Associates Inc | 3,950 | $1.64M | 0.12% | −204−4.9% | Reduced |
| Moors & Cabot, Inc. | 3,938 | $1.64M | 0.06% | −1,011−20.4% | Reduced |
| Canopy Partners, LLC | 3,932 | $1.63M | 0.49% | +242+6.6% | Added |
| Longfellow Investment Management Co LLC | 3,930 | $1.63M | 0.33% | −2,684−40.6% | Reduced |
| Chiron Capital Management, LLC | 3,921 | $1.63M | 1.46% | −1,805−31.5% | Reduced |
| Dala Group, LLC | 3,920 | $1.63M | 1.34% | −128−3.2% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,916 | $1.63M | 1.12% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,914 | $1.63M | 0.53% | −234−5.6% | Reduced |
| EMC Capital Management | 3,731 | $1.62M | 0.64% | +3,731 | New |
| High Note Wealth, LLC | 3,898 | $1.62M | 0.28% | −1,326−25.4% | Reduced |
| Whitener Capital Management, Inc. | 3,893 | $1.62M | 0.34% | +1,171+43.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,889 | $1.62M | 0.50% | −1,009−20.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 3,885 | $1.61M | 0.02% | −61,108−94.0% | Reduced |
| Foster Group, Inc. | 3,874 | $1.61M | 0.04% | +349+9.9% | Added |
| Oakworth Capital, Inc. | 3,786 | $1.61M | 0.08% | −29−0.8% | Reduced |
| Defiance ETFs, LLC | 3,760 | $1.60M | 0.02% | +711+23.3% | Added |
| Robertson Stephens Wealth Management, LLC | 3,856 | $1.60M | 0.04% | −550−12.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,847 | $1.60M | 0.10% | −2,300−37.4% | Reduced |
| Capital Wealth Planning, LLC | 3,845 | $1.60M | 0.01% | −35−0.9% | Reduced |
| LM Advisors LLC | 3,823 | $1.59M | 0.18% | +2,763+260.7% | Added |
| Claro Advisors LLC | 3,828 | $1.59M | 0.17% | −223−5.5% | Reduced |
| Caldwell Trust Co | 3,804 | $1.58M | 0.13% | −71−1.8% | Reduced |
| Elk River Wealth Management, LLC | 3,804 | $1.58M | 0.25% | 00.0% | Unchanged |
| Cypress Capital Group | 3,797 | $1.58M | 0.15% | +3,797 | New |
| Johnson & White Wealth Management, LLC | 3,794 | $1.58M | 0.59% | +60+1.6% | Added |
| Storgate, LLC | 3,792 | $1.58M | 0.33% | +2,002+111.8% | Added |
| West Michigan Advisors, LLC | 3,783 | $1.57M | 0.30% | +701+22.7% | Added |
| Bank Hapoalim BM | 3,780 | $1.57M | 0.11% | −364−8.8% | Reduced |
| Fielder Capital Group LLC | 3,773 | $1.57M | 0.34% | −7−0.2% | Reduced |
| Invst, LLC | 3,772 | $1.57M | 0.15% | −296−7.3% | Reduced |
| Oslo Pensjonsforsikring AS | 3,769 | $1.57M | 0.18% | −625−14.2% | Reduced |
| Rakuten Securities, Inc. | 3,764 | $1.56M | 0.36% | −29,862−88.8% | Reduced |
| PUREfi Wealth, LLC | 3,743 | $1.56M | 0.85% | +474+14.5% | Added |
| TRUE Private Wealth Advisors | 3,743 | $1.56M | 0.13% | −12−0.3% | Reduced |
| Diversified Enterprises, LLC | 3,740 | $1.55M | 0.08% | −1,171−23.8% | Reduced |
| Ledyard National Bank | 3,717 | $1.54M | 0.12% | −13,660−78.6% | Reduced |
| Zullo Investment Group, Inc. | 3,712 | $1.54M | 0.53% | −31−0.8% | Reduced |
| Quotient Wealth Partners, LLC | 3,712 | $1.54M | 0.04% | +821+28.4% | Added |
| Invesco, LLC | 3,701 | $1.54M | 0.48% | +390+11.8% | Added |
| Bluefin Capital Management, LLC | 3,700 | $1.54M | 0.44% | – | – |
| Union Heritage Capital, LLC | 3,692 | $1.53M | 0.52% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,684 | $1.53M | 0.19% | +1,214+49.1% | Added |
| Paradigm Asset Management Co LLC | 3,680 | $1.53M | 0.33% | −4,700−56.1% | Reduced |
| Smithfield Trust Co | 3,678 | $1.53M | 0.06% | −64−1.7% | Reduced |
| Waddell & Associates, LLC | 3,667 | $1.52M | 0.08% | +1,380+60.3% | Added |
| SlateStone Wealth, LLC | 3,637 | $1.51M | 0.12% | −657−15.3% | Reduced |
| Atom Investors LP | 3,624 | $1.51M | 0.13% | +925+34.3% | Added |
| Bull Harbor Capital LLC | 3,623 | $1.51M | 0.29% | +1,701+88.5% | Added |
| Mosaic Family Wealth Partners, LLC | 3,622 | $1.51M | 0.10% | +1,759+94.4% | Added |
| Alta Advisers Ltd | 3,616 | $1.50M | 0.34% | +139+4.0% | Added |
| Promethium Advisors,llc | 3,615 | $1.50M | 0.72% | +500+16.1% | Added |
| Larry Mathis Financial Planning, LLC | 3,615 | $1.50M | 1.14% | +2,578+248.6% | Added |
| Gables Capital Management Inc. | 3,605 | $1.50M | 0.54% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,603 | $1.50M | 0.16% | +266+8.0% | Added |
| Morningstar Investment Management LLC | 5,534 | $1.50M | 0.09% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,597 | $1.50M | 0.31% | −50−1.4% | Reduced |
| Westside Investment Management, Inc. | 3,589 | $1.49M | 0.20% | −227−5.9% | Reduced |
| American State Bank (Iowa) | 3,589 | $1.49M | 0.61% | +450+14.3% | Added |
| Smithbridge Asset Management Inc | 3,584 | $1.49M | 0.20% | −5,115−58.8% | Reduced |
| X-Square Capital, LLC | 3,582 | $1.49M | 0.38% | +63+1.8% | Added |
| Mendel Money Management | 3,581 | $1.49M | 0.54% | −946−20.9% | Reduced |
| Townsend & Associates, Inc | 3,530 | $1.49M | 0.13% | −13−0.4% | Reduced |
| Oak Asset Management, LLC | 3,580 | $1.49M | 0.48% | −183−4.9% | Reduced |
| Ellenbecker Investment Group | 3,571 | $1.48M | 0.17% | −178−4.7% | Reduced |
| 1776 Wealth LLC | 3,569 | $1.48M | 0.52% | 00.0% | Unchanged |