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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 3,567 | $1.48M | 0.01% | +426+13.6% | Added |
| Howe & Rusling Inc | 3,565 | $1.48M | 0.09% | −154−4.1% | Reduced |
| Versant Capital Management, Inc | 3,565 | $1.48M | 0.13% | +633+21.6% | Added |
| Aprio Wealth Management, LLC | 3,560 | $1.48M | 0.07% | +1,057+42.2% | Added |
| RiverFront Investment Group, LLC | 3,556 | $1.48M | 0.02% | +237+7.1% | Added |
| Cornerstone Wealth Group, LLC | 3,551 | $1.48M | 0.09% | +78+2.2% | Added |
| Revisor Wealth Management LLC | 3,548 | $1.47M | 0.35% | −123−3.4% | Reduced |
| Dempze Nancy E | 3,546 | $1.47M | 0.71% | −4,139−53.9% | Reduced |
| LS Investment Advisors, LLC | 3,536 | $1.47M | 0.20% | +2,656+301.8% | Added |
| Generation Capital Management LLC | 3,516 | $1.46M | 0.90% | −30−0.8% | Reduced |
| Fischer Financial Services, Inc. | 3,512 | $1.46M | 0.37% | −1,858−34.6% | Reduced |
| Nilsine Partners, LLC | 3,511 | $1.46M | 0.10% | +34+1.0% | Added |
| Sovran Advisors, LLC | 3,402 | $1.46M | 0.11% | +1,341+65.1% | Added |
| Red Cedar Investment Management, LLC | 3,494 | $1.45M | 0.14% | +3,494 | New |
| Capital & Planning, LLC | 3,492 | $1.45M | 0.75% | +289+9.0% | Added |
| Gordian Capital Singapore Pte Ltd | 3,500 | $1.45M | 2.49% | −500−12.5% | Reduced |
| NBC Securities, Inc. | 3,488 | $1.45M | 0.10% | −68−1.9% | Reduced |
| US Asset Management LLC | 3,477 | $1.45M | 1.10% | +8+0.2% | Added |
| Ellevest, Inc. | 3,451 | $1.44M | 0.17% | +102+3.0% | Added |
| Intellectus Partners, LLC | 3,453 | $1.44M | 0.25% | +86+2.6% | Added |
| Bernicke Wealth Management, Ltd. | 3,452 | $1.43M | 0.17% | −282−7.6% | Reduced |
| Bearing Point Capital, LLC | 3,451 | $1.43M | 0.19% | −11−0.3% | Reduced |
| IFG Advisory, LLC | 3,445 | $1.43M | 0.05% | +3,445 | New |
| Compagnie Lombard Odier SCmA | 3,439 | $1.43M | 0.02% | +2,025+143.2% | Added |
| Cassia Capital Partners, LLC | 3,437 | $1.43M | 0.69% | −42−1.2% | Reduced |
| Defined Wealth Management, LLC | 3,435 | $1.43M | 0.73% | +22+0.6% | Added |
| Hartford Funds Management Co LLC | 3,419 | $1.42M | 0.11% | +212+6.6% | Added |
| Pictet North America Advisors SA | 3,419 | $1.42M | 0.13% | −21−0.6% | Reduced |
| Empirical Asset Management, LLC | 3,408 | $1.42M | 0.32% | +958+39.1% | Added |
| TLWM | 3,406 | $1.42M | 0.23% | +66+2.0% | Added |
| Armis Advisers, LLC | 3,368 | $1.41M | 0.13% | +481+16.7% | Added |
| 3Chopt Investment Partners, LLC | 3,384 | $1.41M | 0.26% | +675+24.9% | Added |
| Evansbrook LLC | 3,380 | $1.40M | 0.84% | +8+0.2% | Added |
| Aspiriant, LLC | 3,379 | $1.40M | 0.03% | +619+22.4% | Added |
| Westfield Capital Management Co LP | 3,377 | $1.40M | 0.00% | +610+22.0% | Added |
| Ascent Wealth Partners, LLC | 3,365 | $1.40M | 0.14% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,353 | $1.39M | 1.07% | +963+40.3% | Added |
| Arbor Capital Management Inc | 3,319 | $1.39M | 1.37% | −654−16.5% | Reduced |
| Requisite Capital Management, LLC | 3,338 | $1.39M | 0.23% | −3−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 3,335 | $1.39M | 0.52% | +134+4.2% | Added |
| Avaii Wealth Management, LLC | 3,335 | $1.39M | 0.41% | −77−2.3% | Reduced |
| Greenspring Advisors, LLC | 3,329 | $1.38M | 0.08% | +132+4.1% | Added |
| MCF Advisors LLC | 3,328 | $1.38M | 0.05% | +46+1.4% | Added |
| Plimoth Trust Co LLC | 3,318 | $1.38M | 0.28% | −489−12.8% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.37M | 4.52% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,300 | $1.37M | 0.25% | +120+3.8% | Added |
| BlueStem Wealth Partners, LLC | 3,281 | $1.36M | 0.14% | −135−4.0% | Reduced |
| Parsons Capital Management Inc | 3,271 | $1.36M | 0.06% | +85+2.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,268 | $1.36M | 0.72% | +30+0.9% | Added |
| South State Corp. | 3,252 | $1.35M | 0.06% | +429+15.2% | Added |
| V-Square Quantitative Management LLC | 3,243 | $1.35M | 0.13% | −103−3.1% | Reduced |
| Cache Advisors, LLC | 3,235 | $1.34M | 0.11% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,229 | $1.34M | 0.01% | −1,016−23.9% | Reduced |
| Founders Financial Alliance, LLC | 3,219 | $1.34M | 0.18% | +10+0.3% | Added |
| Davis R M Inc | 3,213 | $1.34M | 0.02% | −54−1.7% | Reduced |
| Lodestone Wealth Management LLC | 3,212 | $1.33M | 0.47% | +595+22.7% | Added |
| Finivi Inc. | 3,211 | $1.33M | 0.68% | +96+3.1% | Added |
| Riverwater Partners LLC | 3,210 | $1.33M | 0.40% | +584+22.2% | Added |
| Aviso Wealth Management | 3,209 | $1.33M | 0.52% | +1,478+85.4% | Added |
| Donaldson Capital Management, LLC | 3,204 | $1.33M | 0.04% | +110+3.6% | Added |
| Marble Wealth, LLC | 3,200 | $1.33M | 0.20% | +44+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 3,159 | $1.31M | 0.06% | +235+8.0% | Added |
| Burnham & Co LLC | 3,155 | $1.31M | 1.06% | +3,155 | New |
| BDF-Gestion | 14,443 | $1.31M | 0.39% | −1,624−10.1% | Reduced |
| Contravisory Investment Management, Inc. | 3,149 | $1.31M | 0.23% | +3,149 | New |
| Roberts Glore & Co Inc | 3,147 | $1.31M | 0.32% | −1,949−38.2% | Reduced |
| Harbour Investment Management LLC | 3,146 | $1.31M | 0.68% | −270−7.9% | Reduced |
| Everett Harris & Co | 3,142 | $1.31M | 0.02% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 3,137 | $1.30M | 0.17% | +1,189+61.0% | Added |
| Jefferson Bridge Capital, LLC | 3,130 | $1.30M | 1.13% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,128 | $1.30M | 0.04% | +19+0.6% | Added |
| EdgeRock Capital LLC | 3,126 | $1.30M | 0.30% | +34+1.1% | Added |
| Wellspring Financial Advisors, LLC | 3,115 | $1.30M | 0.09% | −270−8.0% | Reduced |
| 111 Capital | 3,114 | $1.29M | 0.22% | −2,720−46.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,108 | $1.29M | 0.16% | −282−8.3% | Reduced |
| Hound Partners, LLC | 3,106 | $1.29M | 0.15% | −1,474−32.2% | Reduced |
| West Family Investments, Inc. | 3,100 | $1.29M | 0.37% | +2,115+214.7% | Added |
| Keel Point, LLC | 3,098 | $1.29M | 0.08% | +294+10.5% | Added |
| Pacific Point Advisors, LLC | 3,088 | $1.28M | 0.59% | −1,849−37.5% | Reduced |
| Clarendon Private LLC | 3,086 | $1.28M | 0.82% | +351+12.8% | Added |
| Delta Financial Advisors LLC | 3,070 | $1.28M | 0.30% | −85−2.7% | Reduced |
| Coastwise Capital Group, LLC | 3,068 | $1.28M | 0.74% | −19−0.6% | Reduced |
| VisionPoint Advisory Group, LLC | 3,058 | $1.27M | 0.21% | +13+0.4% | Added |
| Huntleigh Advisors, Inc. | 3,057 | $1.27M | 0.18% | +1,024+50.4% | Added |
| Connors Investor Services Inc | 3,057 | $1.27M | 0.11% | +3,057 | New |
| Institute for Wealth Management, LLC. | 3,052 | $1.27M | 0.11% | −296−8.8% | Reduced |
| Marathon Trading Investment Management LLC | 3,049 | $1.27M | 0.14% | −6,861−69.2% | Reduced |
| One Capital Management, LLC | 4,681 | $1.27M | 0.04% | 00.0% | Unchanged |
| Andrews Advisory Associates, LLC | 3,023 | $1.26M | 0.60% | −131−4.2% | Reduced |
| BKD Wealth Advisors, LLC | 3,019 | $1.25M | 0.02% | +157+5.5% | Added |
| Legato Capital Management LLC | 3,017 | $1.25M | 0.10% | +582+23.9% | Added |
| SCS Capital Management LLC | 3,017 | $1.25M | 0.01% | −1,292−30.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,006 | $1.25M | 0.02% | −429−12.5% | Reduced |
| Earnest Partners LLC | 3,005 | $1.25M | 0.00% | −30−1.0% | Reduced |
| Archford Capital Strategies, LLC | 3,005 | $1.25M | 0.13% | +142+5.0% | Added |
| Trust Investment Advisors | 3,004 | $1.25M | 0.60% | +4+0.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,000 | $1.25M | 0.58% | −2,000−40.0% | Reduced |
| Churchill Financial Advisors, LLC | 3,000 | $1.25M | 0.24% | −300−9.1% | Reduced |
| KLCM Advisors, Inc. | 2,988 | $1.24M | 0.10% | −25−0.8% | Reduced |
| United Advisor Group, LLC | 2,980 | $1.24M | 0.13% | −234−7.3% | Reduced |