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: 13 institutions have reported holding UNH so far. See Q3 2026
- Institutional holders
- 3,395
- +387 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
- 528
- 1,312 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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 2,975 | $1.24M | 0.18% | −26−0.9% | Reduced |
| Quent Capital, LLC | 2,972 | $1.24M | 0.08% | +513+20.9% | Added |
| Athena Wealth Management, LLC | 2,968 | $1.23M | 0.92% | +1,022+52.5% | Added |
| LVW Advisors, LLC | 2,960 | $1.23M | 0.11% | +906+44.1% | Added |
| Trust Point Inc. | 2,958 | $1.23M | 0.10% | +571+23.9% | Added |
| Key Financial Inc | 2,946 | $1.22M | 0.20% | −26−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,946 | $1.22M | 0.02% | −563−16.0% | Reduced |
| Ingalls & Snyder LLC | 2,945 | $1.22M | 0.03% | −124−4.0% | Reduced |
| E&G Advisors, LP | 2,942 | $1.22M | 0.24% | −40−1.3% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $1.22M | 0.16% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,934 | $1.22M | 0.15% | +1,191+68.3% | Added |
| Fortress Private Ledger, LLC | 2,932 | $1.22M | 0.33% | +1,657+130.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,900 | $1.22M | 0.04% | +500+20.8% | Added |
| Genesee Capital Advisors, LLC | 2,929 | $1.22M | 0.38% | +1,269+76.4% | Added |
| Foster & Motley Inc | 2,907 | $1.21M | 0.06% | −87−2.9% | Reduced |
| Prentice Wealth Management LLC | 2,906 | $1.21M | 0.25% | −19−0.6% | Reduced |
| FSM Wealth Advisors, LLC | 2,903 | $1.21M | 0.13% | +563+24.1% | Added |
| Wealth Intelligence, LLC | 2,896 | $1.20M | 0.56% | +636+28.1% | Added |
| Picton Mahoney Asset Management | 2,893 | $1.20M | 0.01% | +2,893 | New |
| Sentinus, LLC | 2,881 | $1.20M | 0.10% | +230+8.7% | Added |
| Stonebrook Private Inc. | 2,881 | $1.20M | 0.22% | +771+36.5% | Added |
| Vectors Research Management, LLC | 2,878 | $1.20M | 0.31% | +42+1.5% | Added |
| Facet Wealth, Inc. | 2,877 | $1.20M | 0.02% | +756+35.6% | Added |
| Inspire Advisors, LLC | 2,866 | $1.19M | 0.08% | +78+2.8% | Added |
| Abel Hall, LLC | 2,865 | $1.19M | 0.21% | +596+26.3% | Added |
| Wiregrass Investment Management LLC | 2,865 | $1.19M | 0.81% | −21,698−88.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,855 | $1.19M | 0.24% | +845+42.0% | Added |
| James J. Burns & Company, LLC | 2,850 | $1.18M | 0.13% | −620−17.9% | Reduced |
| Hudock, Inc. | 2,844 | $1.18M | 0.15% | +28+1.0% | Added |
| Wellington Shields & Co., LLC | 2,837 | $1.18M | 0.26% | −575−16.9% | Reduced |
| Paladin Wealth, LLC | 2,820 | $1.17M | 0.68% | −223−7.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,820 | $1.17M | 0.12% | −557−16.5% | Reduced |
| Vima LLC | 2,817 | $1.17M | 1.14% | +2,817 | New |
| Nicholas Hoffman & Company, LLC. | 2,812 | $1.17M | 0.02% | +233+9.0% | Added |
| Persium Advisors, LLC | 2,810 | $1.17M | 0.76% | −361−11.4% | Reduced |
| Income Insurance Ltd | 2,805 | $1.17M | 0.69% | +80+2.9% | Added |
| Chilton Capital Management LLC | 2,804 | $1.17M | 0.04% | +54+2.0% | Added |
| Monte Financial Group, LLC | 2,811 | $1.16M | 0.37% | −37−1.3% | Reduced |
| TCM Advisors, LLC | – | $1.16M | 0.91% | – | – |
| Ridgewood Investments LLC | 2,799 | $1.16M | 0.44% | −998−26.3% | Reduced |
| Burford Brothers, Inc. | 2,799 | $1.16M | 0.43% | +61+2.2% | Added |
| Heritage Family Offices, LLP | 2,797 | $1.16M | 0.45% | +2,797 | New |
| Pacific Excel Wealth Advisors, Inc. | 2,797 | $1.16M | 0.45% | +2,797 | New |
| McAdam, LLC | 2,782 | $1.16M | 0.04% | +700+33.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,774 | $1.15M | 0.07% | −16−0.6% | Reduced |
| Emprise Bank | 2,770 | $1.15M | 0.42% | −59−2.1% | Reduced |
| Stoneridge Investment Partners LLC | 2,778 | $1.15M | 0.75% | −3,430−55.3% | Reduced |
| Laraway Financial Inc | 2,759 | $1.15M | 0.70% | −77−2.7% | Reduced |
| Financial Sense Advisors, Inc. | 2,757 | $1.15M | 0.23% | +61+2.3% | Added |
| Iams Wealth Management, LLC | 2,748 | $1.14M | 0.34% | +234+9.3% | Added |
| GeoWealth Management, LLC | 2,747 | $1.14M | 0.04% | +170+6.6% | Added |
| National Wealth Management Group, LLC | 2,742 | $1.14M | 0.35% | −18−0.7% | Reduced |
| Stokes Capital Advisors, LLC | 2,738 | $1.14M | 0.24% | +54+2.0% | Added |
| Cullen Investment Group, Ltd. | 2,726 | $1.13M | 0.14% | −1,236−31.2% | Reduced |
| Castle Wealth Management LLC | 2,721 | $1.13M | 0.34% | −139−4.9% | Reduced |
| Retirement Planning Group | 2,718 | $1.13M | 0.03% | +228+9.2% | Added |
| Richards, Merrill & Peterson, Inc. | 2,712 | $1.13M | 0.36% | +65+2.5% | Added |
| Perennial Investment Advisors, LLC | 2,710 | $1.13M | 0.08% | +184+7.3% | Added |
| Acorns Advisers, LLC | 2,706 | $1.13M | 0.01% | −222−7.6% | Reduced |
| Nations Financial Group Inc, | 2,703 | $1.12M | 0.05% | −134−4.7% | Reduced |
| Bank of Hawaii | 2,699 | $1.12M | 0.06% | −50−1.8% | Reduced |
| Strategic Financial Services, Inc, | 2,697 | $1.12M | 0.05% | −152−5.3% | Reduced |
| Prosperity Financial Group, Inc. | 2,694 | $1.12M | 0.35% | +17+0.6% | Added |
| LRI Investments, LLC | 19,360 | $1.12M | 0.09% | +35+0.2% | Added |
| CoreCap Advisors, LLC | 2,691 | $1.12M | 0.03% | +229+9.3% | Added |
| MBL Wealth, LLC | 2,688 | $1.12M | 0.08% | +730+37.3% | Added |
| Winthrop Capital Management, LLC | 2,687 | $1.12M | 0.27% | +7+0.3% | Added |
| Dean Investment Associates, LLC | 2,682 | $1.11M | 0.15% | −5−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 2,681 | $1.11M | 0.21% | −163−5.7% | Reduced |
| New Republic Capital, LLC | 2,680 | $1.11M | 0.26% | +384+16.7% | Added |
| World Equity Group, Inc. | 2,677 | $1.11M | 0.25% | +172+6.9% | Added |
| Legend Capital Advisors LLC | 2,676 | $1.11M | 0.61% | +10.0% | Added |
| Mission Creek Capital Partners, Inc. | 2,676 | $1.11M | 0.20% | +1,280+91.7% | Added |
| Cromwell Holdings LLC | 2,674 | $1.11M | 0.50% | +400+17.6% | Added |
| Hamilton Capital, LLC | 2,670 | $1.11M | 0.05% | +515+23.9% | Added |
| Boreal Capital Management LLC | 2,669 | $1.11M | 0.83% | −519−16.3% | Reduced |
| Colonial River Wealth Management, LLC | 2,666 | $1.11M | 0.32% | −658−19.8% | Reduced |
| Sunpointe, LLC | 2,658 | $1.10M | 0.31% | +172+6.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,653 | $1.10M | 0.17% | +94+3.7% | Added |
| TownSquare Capital, LLC | 2,649 | $1.10M | 0.20% | +311+13.3% | Added |
| Wilian Securities, LLC | 2,648 | $1.10M | 0.65% | +1,420+115.6% | Added |
| Exeter Financial, LLC | 2,647 | $1.10M | 0.42% | +54+2.1% | Added |
| Beacon Financial Group | 2,644 | $1.10M | 0.10% | +137+5.5% | Added |
| Elyxium Wealth, LLC | 2,644 | $1.10M | 0.12% | +1,398+112.2% | Added |
| Todd Asset Management LLC | 2,641 | $1.10M | 0.02% | 00.0% | Unchanged |
| American Money Management, LLC | 2,637 | $1.10M | 0.16% | +150+6.0% | Added |
| Sun Financial Inc | 2,681 | $1.10M | 0.52% | +2,681 | New |
| Buckhead Capital Management LLC | 2,626 | $1.09M | 0.37% | −13,228−83.4% | Reduced |
| StoneX Group Inc. | 2,661 | $1.09M | 0.04% | +882+49.6% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,604 | $1.08M | 0.93% | −489−15.8% | Reduced |
| Hardy Reed LLC | 2,600 | $1.08M | 0.07% | −54−2.0% | Reduced |
| Baader Bank INC | 2,600 | $1.08M | 0.09% | +2,600 | New |
| WealthPLAN Partners, LLC | 2,594 | $1.08M | 0.21% | +378+17.1% | Added |
| Cambient Family Office, LLC | 2,593 | $1.08M | 0.13% | +127+5.2% | Added |
| Smith, Moore & Co. | 2,592 | $1.08M | 0.07% | +480+22.7% | Added |
| Zions Bancorporation, National Association | 2,592 | $1.08M | 0.06% | −113−4.2% | Reduced |
| Advocate Investing Services LLC | 2,589 | $1.08M | 0.83% | −34−1.3% | Reduced |
| Rockland Trust Co | 2,589 | $1.08M | 0.04% | +29+1.1% | Added |
| Wellington Grp LLC | 2,586 | $1.07M | 0.28% | −73−2.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 2,585 | $1.07M | 0.38% | −6−0.2% | Reduced |