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 |
|---|---|---|---|---|---|
| Virtue Asset Management LLC | 2,239 | $930.6K | 0.65% | +305+15.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,237 | $929.9K | 0.29% | +5+0.2% | Added |
| Cape Cod Five Cents Savings Bank | 2,236 | $929.3K | 0.08% | +2,236 | New |
| LBMC Investment Advisors, LLC | 2,235 | $928.8K | 0.05% | +13+0.6% | Added |
| Salvus Wealth Management, LLC | 2,232 | $927.8K | 0.52% | −222−9.0% | Reduced |
| Independent Investors Inc | 2,230 | $926.9K | 0.18% | −350−13.6% | Reduced |
| Altus Wealth Group LLC | 2,225 | $924.8K | 0.33% | +148+7.1% | Added |
| AlphaStar Capital Management, LLC | 2,220 | $922.6K | 0.06% | +370+20.0% | Added |
| Fairvoy Private Wealth, LLC | 2,212 | $919.2K | 0.19% | +2,212 | New |
| Cercano Management LLC | 2,211 | $919.0K | 0.12% | −88,716−97.6% | Reduced |
| Legacy Wealth Management, LLC | 2,208 | $917.7K | 0.24% | −1,700−43.5% | Reduced |
| SFMG, LLC | 2,207 | $917.5K | 0.06% | −31−1.4% | Reduced |
| CRA Financial Services, LLC | 2,207 | $917.3K | 0.11% | +173+8.5% | Added |
| Topsail Wealth Management, LLC | 2,202 | $915.2K | 0.12% | −274−11.1% | Reduced |
| Collaborative Fund Advisors, LLC | 2,190 | $910.2K | 0.53% | +2,190 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,190 | $910.2K | 0.01% | +35+1.6% | Added |
| Herold Advisors, Inc. | 2,193 | $910.0K | 0.18% | −136−5.8% | Reduced |
| Garrison Point Advisors, LLC | 2,187 | $909.0K | 0.37% | −274−11.1% | Reduced |
| Grandview Asset Management LLC | 2,186 | $908.5K | 0.23% | +221+11.2% | Added |
| XY Planning Network, Inc. | 2,184 | $908.0K | 0.11% | +1,412+182.9% | Added |
| Redwood Family Wealth LLC | 2,182 | $906.9K | 0.80% | +11+0.5% | Added |
| Finer Wealth Management, Inc. | 2,175 | $904.0K | 0.40% | −19−0.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,170 | $902.0K | 0.56% | +51+2.4% | Added |
| Pettee Investors, Inc. | 2,168 | $901.1K | 0.44% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,167 | $900.6K | 0.07% | −396−15.5% | Reduced |
| KG&L Capital Management,LLC | 2,164 | $899.4K | 0.54% | +77+3.7% | Added |
| Doliver Advisors, LP | 2,159 | $897.3K | 0.20% | −22−1.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,158 | $896.9K | 0.22% | −155−6.7% | Reduced |
| Financial Planning Navigators CORP | 2,156 | $896.1K | 0.34% | +2,156 | New |
| Rational Advisors LLC | 2,155 | $895.7K | 0.08% | +1,860+630.5% | Added |
| Oxbow Advisors, LLC | 2,153 | $894.9K | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,143 | $890.6K | 0.05% | +339+18.8% | Added |
| Synergy Investment Management, LLC | 2,141 | $890.5K | 0.22% | +151+7.6% | Added |
| Taylor Hoffman Capital Management LLC | 2,141 | $889.9K | 0.22% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,139 | $889.0K | 0.14% | +207+10.7% | Added |
| Beaumont Financial Advisors, LLC | 2,131 | $885.5K | 0.06% | +49+2.4% | Added |
| Twelve Points Wealth Management LLC | 2,130 | $885.3K | 0.18% | −341−13.8% | Reduced |
| Sym Financial Corp | 2,127 | $884.2K | 0.07% | −656−23.6% | Reduced |
| Coastal Bridge Advisors, LLC | 2,128 | $884.2K | 0.05% | −57−2.6% | Reduced |
| Advisory Research Inc | 2,124 | $882.8K | 0.09% | −10.0% | Reduced |
| Bank of Stockton | 2,121 | $881.6K | 0.25% | −24−1.1% | Reduced |
| Wallace Capital Management Inc. | 2,119 | $880.7K | 0.10% | 00.0% | Unchanged |
| Broderick Brian C | 2,112 | $877.8K | 0.14% | −3,174−60.0% | Reduced |
| Intesa Sanpaolo Wealth Management | 2,112 | $877.8K | 0.18% | +1,688+398.1% | Added |
| Waterfront Wealth Inc. | 2,066 | $877.3K | 0.14% | +254+14.0% | Added |
| Cim Investment Mangement Inc | 2,106 | $875.3K | 0.21% | −208−9.0% | Reduced |
| Bradyco, Inc. | 2,099 | $872.4K | 1.00% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,095 | $870.8K | 0.51% | −100−4.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,090 | $868.8K | 0.07% | +148+7.6% | Added |
| Cardiff Park Advisors, LLC | 2,084 | $866.1K | 0.07% | −165−7.3% | Reduced |
| Certified Advisory Corp | 2,078 | $863.7K | 0.07% | +54+2.7% | Added |
| Northbridge Financial Group, LLC | 2,075 | $862.5K | 0.33% | −92−4.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,072 | $861.2K | 0.49% | +65+3.2% | Added |
| Burns Matteson Capital Management, LLC | 2,070 | $860.3K | 0.27% | +212+11.4% | Added |
| Spirepoint Private Client, LLC | 2,069 | $860.0K | 0.07% | −13−0.6% | Reduced |
| Romano Brothers and Company | 2,069 | $859.9K | 0.09% | −9−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,062 | $857.0K | 0.04% | −352−14.6% | Reduced |
| Legacy Wealth Advisors, LLC | 2,061 | $856.6K | 0.37% | +456+28.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,060 | $856.2K | 0.01% | −620−23.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,059 | $856.0K | 0.02% | −648−23.9% | Reduced |
| Yoffe Investment Management, LLC | 2,058 | $855.5K | 0.98% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 2,055 | $854.1K | 0.17% | +128+6.6% | Added |
| Patten Group, Inc. | 2,052 | $852.9K | 0.13% | −464−18.4% | Reduced |
| Chatham Capital Group, Inc. | 2,047 | $850.8K | 0.11% | −344−14.4% | Reduced |
| Strategic Blueprint, LLC | 2,044 | $849.7K | 0.04% | −188−8.4% | Reduced |
| Bell Bank | 2,043 | $849.1K | 0.03% | +77+3.9% | Added |
| Fort Point Capital Partners LLC | 2,042 | $848.7K | 0.09% | −115−5.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,040 | $847.9K | 0.08% | +18+0.9% | Added |
| McLean Asset Management Corp | 2,041 | $845.8K | 0.11% | +90+4.6% | Added |
| Okabena Investment Services Inc | 2,031 | $844.1K | 0.15% | −29−1.4% | Reduced |
| Massachusetts Financial Services Co | 2,026 | $842.1K | 0.00% | +2,026 | New |
| Ballast Advisors LLC | 2,024 | $841.2K | 0.20% | +910+81.7% | Added |
| Klingman & Associates, LLC | 2,021 | $840.0K | 0.04% | +155+8.3% | Added |
| Cornerstone Wealth Management, LLC | 2,021 | $840.0K | 0.04% | −72−3.4% | Reduced |
| Forty-three Eighteen Advisors, LLC | 2,019 | $839.2K | 0.56% | +2,019 | New |
| Bigelow Investment Advisors, LLC | 2,012 | $836.2K | 0.30% | −53−2.6% | Reduced |
| Keystone Financial Group | 2,007 | $834.4K | 0.05% | +167+9.1% | Added |
| Dorato Capital Management | 1,964 | $834.0K | 0.57% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,999 | $831.0K | 0.48% | +409+25.7% | Added |
| Fox Run Management, L.L.C. | 1,999 | $830.8K | 0.14% | +1,999 | New |
| Xxi Wealth, LLC | 1,997 | $830.1K | 0.38% | +662+49.6% | Added |
| Corsicana & Co. | 1,996 | $829.6K | 0.40% | +1,973+8,578.3% | Added |
| Westbourne Investment Advisors, Inc. | 1,994 | $828.8K | 0.23% | −536−21.2% | Reduced |
| Bingham Private Wealth, LLC | 1,987 | $825.9K | 0.57% | +414+26.3% | Added |
| Glen Eagle Advisors, LLC | 1,985 | $824.9K | 0.10% | +112+6.0% | Added |
| Sawgrass Asset Management LLC | 1,984 | $824.7K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,045 | $824.1K | 0.13% | −940−23.6% | Reduced |
| Lebenthal Global Advisors, LLC | 1,980 | $822.9K | 0.11% | −1,583−44.4% | Reduced |
| Lifelong Wealth Advisors, Inc. | 1,975 | $820.9K | 0.19% | +526+36.3% | Added |
| Lauer Wealth, LLC | 1,927 | $819.3K | 0.56% | −68−3.4% | Reduced |
| RKL Wealth Management LLC | 1,971 | $819.2K | 0.07% | −301−13.2% | Reduced |
| Flow Traders U.S. LLC | 1,966 | $817.0K | 0.03% | −732−27.1% | Reduced |
| HCR Wealth Advisors | 1,957 | $813.8K | 0.07% | +20+1.0% | Added |
| Wealth Science Advisors LLC | 1,957 | $813.4K | 0.36% | +775+65.6% | Added |
| Baron Wealth Management LLC | 1,957 | $813.2K | 0.21% | +540+38.1% | Added |
| Armstrong Advisory Group, Inc | 1,948 | $809.7K | 0.05% | −363−15.7% | Reduced |
| Abacus Planning Group, Inc. | 1,946 | $808.7K | 0.10% | −25−1.3% | Reduced |
| Breakwater Capital Group | 1,945 | $808.4K | 0.10% | −467−19.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,945 | $808.4K | 0.44% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,942 | $807.2K | 0.13% | −13−0.7% | Reduced |