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 |
|---|---|---|---|---|---|
| Evolution Wealth Advisors, LLC | 2,584 | $1.07M | 0.13% | +2,584 | New |
| PFW Advisors LLC | 2,580 | $1.07M | 0.31% | +13+0.5% | Added |
| Tempo Wealth, LLC | 2,579 | $1.07M | 0.16% | +141+5.8% | Added |
| LPWM LLC | 2,576 | $1.07M | 0.24% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 2,571 | $1.07M | 0.52% | −571−18.2% | Reduced |
| Atlas Legacy Advisors, LLC | 2,660 | $1.07M | 0.16% | +611+29.8% | Added |
| Wrapmanager Inc | 2,565 | $1.07M | 0.33% | −57−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,564 | $1.06M | 0.11% | −2,754−51.8% | Reduced |
| Verity & Verity, LLC | 2,558 | $1.06M | 0.07% | −373−12.7% | Reduced |
| GW&K Investment Management, LLC | 2,552 | $1.06M | 0.01% | −2,622−50.7% | Reduced |
| Alpha Family Trust | 2,550 | $1.06M | 0.43% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,543 | $1.06M | 0.25% | +60+2.4% | Added |
| Atlantic Trust, LLC | 2,531 | $1.05M | 0.14% | −10.0% | Reduced |
| Baldwin Investment Management, LLC | 2,529 | $1.05M | 0.10% | −365−12.6% | Reduced |
| DV Trading LLC | 2,528 | $1.05M | 0.09% | +2,528 | New |
| Brand Asset Management Group, Inc. | 2,523 | $1.05M | 0.23% | −35−1.4% | Reduced |
| Childress Capital Advisors, LLC | 2,521 | $1.05M | 0.17% | +324+14.7% | Added |
| Uncommon Cents Investing LLC | 2,520 | $1.05M | 0.23% | +30+1.2% | Added |
| FourThought Financial Partners, LLC | 2,519 | $1.05M | 0.08% | +79+3.2% | Added |
| Rede Wealth, LLC | 2,514 | $1.04M | 0.35% | −38−1.5% | Reduced |
| Barlow Wealth Partners, Inc. | 2,448 | $1.04M | 0.11% | 00.0% | Unchanged |
| First Bank & Trust | 2,501 | $1.04M | 0.15% | −34−1.3% | Reduced |
| Granite Harbor Advisors, Inc. | 2,498 | $1.04M | 0.41% | −95−3.7% | Reduced |
| Arcus Capital Partners, LLC | 2,489 | $1.03M | 0.43% | −118−4.5% | Reduced |
| Continuum Advisory, LLC | 2,489 | $1.03M | 0.08% | −825−24.9% | Reduced |
| Everpar Advisors LLC | 2,485 | $1.03M | 0.29% | +241+10.7% | Added |
| Rossmore Private Capital | 2,474 | $1.03M | 0.08% | +190+8.3% | Added |
| Onefund, LLC | 2,473 | $1.03M | 0.58% | −17−0.7% | Reduced |
| Cypress Asset Management Inc | 2,459 | $1.02M | 0.20% | −542−18.1% | Reduced |
| Lakeshore Capital Group, Inc. | 2,454 | $1.02M | 0.75% | +24+1.0% | Added |
| Sims Investment Management, LLC | 2,448 | $1.02M | 0.31% | +187+8.3% | Added |
| Tower Bridge Advisors | 2,447 | $1.02M | 0.09% | +182+8.0% | Added |
| SC&H Financial Advisors, Inc. | 2,447 | $1.02M | 0.13% | +30+1.2% | Added |
| Counterweight Ventures, LLC | 2,446 | $1.02M | 0.51% | −132−5.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,446 | $1.02M | 0.08% | +938+62.2% | Added |
| Jacobs Equity LLC | 2,443 | $1.02M | 0.70% | +450+22.6% | Added |
| LVM Capital Management Ltd | 2,440 | $1.01M | 0.08% | 00.0% | Unchanged |
| Charter Trust Co | 2,430 | $1.01M | 0.05% | −25−1.0% | Reduced |
| Patron Partners Advisors, LLC | 2,428 | $1.01M | 0.39% | −142−5.5% | Reduced |
| Sunflower Bank, N.A. | 2,426 | $1.01M | 0.24% | +215+9.7% | Added |
| Florida Financial Advisors, LLC | 2,422 | $1.01M | 0.17% | +165+7.3% | Added |
| Pictet Bank & Trust Ltd | 2,423 | $1.01M | 1.08% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,421 | $1.01M | 0.37% | −386−13.8% | Reduced |
| Spinnaker Investment Group, LLC | 2,413 | $1.00M | 0.16% | +146+6.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,410 | $1.00M | 0.16% | −390−13.9% | Reduced |
| Activest Wealth Management | 2,407 | $1.00M | 0.19% | −1,447−37.5% | Reduced |
| Rothschild Capital Partners, LLC | 2,400 | $997.5K | 0.21% | +2,400 | New |
| Victory Financial Group, LLC | 2,399 | $997.1K | 0.10% | −1,027−30.0% | Reduced |
| FNY Investment Advisers, LLC | 2,400 | $997.0K | 0.36% | +2,300+2,300.0% | Added |
| Warren Street Wealth Advisors, LLC | 2,398 | $996.7K | 0.23% | +131+5.8% | Added |
| Camelot Portfolios, LLC | 2,396 | $995.8K | 0.71% | +5+0.2% | Added |
| Stableford Capital II LLC | 2,388 | $992.5K | 0.34% | +195+8.9% | Added |
| Gamco Investors, Inc. Et Al | 2,385 | $991.3K | 0.01% | +188+8.6% | Added |
| Atlas Capital Advisors LLC | 2,375 | $987.1K | 0.11% | +273+13.0% | Added |
| S.A. Mason LLC | 2,372 | $985.9K | 0.30% | +2,372 | New |
| Root Financial Partners, LLC | 2,372 | $985.7K | 0.04% | +720+43.6% | Added |
| Coign Capital Advisors LLC | 2,369 | $984.6K | 0.44% | −79−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 2,363 | $982.5K | 0.13% | −182−7.2% | Reduced |
| Elevation Wealth Management LLC | 2,361 | $981.2K | 0.73% | +177+8.1% | Added |
| Element Pointe Advisors, LLC | 2,353 | $978.0K | 0.16% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,905 | $977.8K | 0.29% | +2,905 | New |
| Cornerstone Wealth Advisors, Inc. | 2,350 | $976.9K | 0.20% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,349 | $976.3K | 0.05% | +17+0.7% | Added |
| Sagewood Asset Management LP | 2,349 | $976.3K | 0.22% | +911+63.4% | Added |
| Allegheny Financial Group LTD | 2,346 | $975.4K | 0.10% | +237+11.2% | Added |
| Cravens & Co Advisors, LLC | 2,346 | $975.1K | 0.65% | −518−18.1% | Reduced |
| KPP Advisory Services LLC | 2,341 | $972.8K | 0.12% | −4,070−63.5% | Reduced |
| Emerald Advisors, LLC | 2,339 | $972.3K | 0.12% | +1,052+81.7% | Added |
| QTR Family Wealth, LLC | 2,332 | $969.4K | 0.34% | +450+23.9% | Added |
| Financial Management Professionals, Inc. | 2,332 | $969.4K | 0.09% | +142+6.5% | Added |
| Quadcap Wealth Management, LLC | 2,327 | $967.3K | 0.09% | +267+13.0% | Added |
| Essex Savings Bank | 2,325 | $966.3K | 0.21% | +30+1.3% | Added |
| SevenBridge Financial Group, LLC | 2,369 | $964.5K | 0.14% | −185−7.2% | Reduced |
| DF Dent & Co Inc | 2,319 | $963.8K | 0.02% | −199−7.9% | Reduced |
| Welch & Forbes LLC | 2,318 | $963.4K | 0.01% | +349+17.7% | Added |
| Sovereign Financial Group, Inc. | 2,317 | $963.2K | 0.15% | +118+5.4% | Added |
| Richmond Brothers, Inc. | 2,313 | $961.4K | 0.50% | +2,313 | New |
| Basecamp Wealth Advisors LLC | 2,312 | $960.9K | 0.18% | +50+2.2% | Added |
| Journey Advisory Group, LLC | 2,310 | $960.1K | 0.07% | +2,310 | New |
| Fundamentun, LLC | 2,299 | $955.6K | 0.03% | +251+12.3% | Added |
| CVA Family Office, LLC | 2,297 | $954.7K | 0.09% | +918+66.6% | Added |
| Prasad Wealth Partners, LLC | 2,291 | $952.4K | 0.23% | +9+0.4% | Added |
| AA Financial Advisors, LLC | 2,291 | $952.2K | 0.11% | +1,262+122.6% | Added |
| Wealthcare Capital Partners, LLC | 2,285 | $949.8K | 0.39% | +70+3.2% | Added |
| Johnson Financial Group, LLC | 2,285 | $949.7K | 0.05% | +1,415+162.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,284 | $949.3K | 0.13% | +2,284 | New |
| Evernest Financial Advisors, LLC | 2,280 | $947.7K | 0.20% | +183+8.7% | Added |
| Drive Wealth Management, LLC | 2,268 | $942.5K | 0.17% | +557+32.6% | Added |
| Mason & Associates Inc | 2,266 | $941.8K | 0.15% | −516−18.5% | Reduced |
| BSW Wealth Partners | 2,266 | $941.7K | 0.10% | −99−4.2% | Reduced |
| S&T Bank | 2,265 | $941.4K | 0.28% | −733−24.4% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,263 | $940.5K | 0.23% | −632−21.8% | Reduced |
| OneAscent Family Office, LLC | 2,262 | $940.2K | 0.47% | −323−12.5% | Reduced |
| Crews Bank & Trust | 2,262 | $940.2K | 0.12% | +205+10.0% | Added |
| Goepper Burkhardt LLC | 2,257 | $938.1K | 0.28% | −347−13.3% | Reduced |
| Harbor Group, Inc. | 2,250 | $935.4K | 0.11% | +12+0.5% | Added |
| Patton Albertson Miller Group, LLC | 2,248 | $934.3K | 0.09% | −109−4.6% | Reduced |
| Cane Capital Partners, LLC | 2,247 | $933.9K | 0.38% | −631−21.9% | Reduced |
| Fca Corp | 2,247 | $933.9K | 0.23% | +2,247 | New |
| Kavar Capital Partners Group, LLC | 2,239 | $930.6K | 0.11% | +2+0.1% | Added |