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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 1,941 | $806.7K | 0.26% | +218+12.7% | Added |
| Wisconsin Wealth Advisors, LLC | 1,940 | $806.2K | 0.69% | −37−1.9% | Reduced |
| Landing Point Financial Group, LLC | 1,938 | $805.5K | 0.27% | −14−0.7% | Reduced |
| First Interstate Bank | 1,932 | $803.0K | 0.04% | +162+9.2% | Added |
| Ifrah Financial Services, Inc. | 1,931 | $802.8K | 0.20% | −8−0.4% | Reduced |
| Secure Asset Management, LLC | 1,931 | $802.6K | 0.11% | −70−3.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,931 | $802.6K | 0.11% | +85+4.6% | Added |
| 1st Source Bank | 1,930 | $802.2K | 0.04% | −57−2.9% | Reduced |
| Lumbard & Kellner, LLC | 1,928 | $801.3K | 0.24% | −180−8.5% | Reduced |
| Prudent Man Advisors, LLC | 1,928 | $801.3K | 0.18% | +215+12.6% | Added |
| Ignite Planners, LLC | 1,922 | $799.7K | 0.11% | +575+42.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 1,923 | $799.3K | 0.05% | +1,923 | New |
| Founders Financial Securities LLC | 1,915 | $795.9K | 0.04% | −2,317−54.7% | Reduced |
| Anchyra Partners LLC | 1,913 | $795.1K | 0.19% | +541+39.4% | Added |
| Meadow Creek Wealth Advisors LLC | 1,913 | $794.9K | 0.49% | −427−18.2% | Reduced |
| Peak Asset Management, LLC | 1,912 | $794.7K | 0.12% | 00.0% | Unchanged |
| Northland Securities, Inc. | 1,910 | $793.9K | 0.46% | −330−14.7% | Reduced |
| WealthTrust Axiom LLC | 1,907 | $792.6K | 0.18% | −54−2.8% | Reduced |
| WMS Group LLC | 1,904 | $791.4K | 1.02% | −45−2.3% | Reduced |
| RBA Wealth Management, LLC | 1,902 | $790.5K | 0.29% | −559−22.7% | Reduced |
| Saber Capital Managment, LLC | 1,900 | $789.7K | 0.57% | −7,426−79.6% | Reduced |
| Hexagon Capital Partners LLC | 1,900 | $789.5K | 0.11% | −1,055−35.7% | Reduced |
| Coco Enterprises, LLC | 1,846 | $789.0K | 0.40% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 1,897 | $788.6K | 0.20% | −21−1.1% | Reduced |
| Syverson Strege & Co | 1,896 | $788.1K | 0.17% | −186−8.9% | Reduced |
| Tiemann Investment Advisors, LLC | 1,894 | $787.5K | 0.29% | +20+1.1% | Added |
| Tortuga Wealth Management, Inc | 1,891 | $786.4K | 0.60% | −407−17.7% | Reduced |
| Teucrium Investment Advisors, LLC | 1,892 | $786.4K | 0.70% | +1,892 | New |
| Parisi Gray Wealth Management | 1,892 | $786.4K | 0.16% | +3+0.2% | Added |
| Odyssey Capital Advisors, Inc. | 1,891 | $785.9K | 0.56% | +296+18.6% | Added |
| Golden State Wealth Management, LLC | 1,889 | $785.3K | 0.07% | +171+10.0% | Added |
| Alpine Woods Capital Investors, LLC | 1,888 | $784.7K | 0.18% | +1,888 | New |
| IPG Investment Advisors LLC | 1,887 | $784.3K | 0.11% | −237−11.2% | Reduced |
| North Star Investment Management Corp. | 1,886 | $783.7K | 0.04% | +70+3.9% | Added |
| Medallion Wealth Advisors, LLC | 1,880 | $781.8K | 0.26% | −699−27.1% | Reduced |
| Summit Wealth Group LLC | 1,881 | $781.8K | 0.06% | +92+5.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,880 | $781.5K | 0.18% | −147−7.3% | Reduced |
| Triumph Capital Management | 1,878 | $780.6K | 0.14% | −995−34.6% | Reduced |
| Hodges Capital Management Inc. | 1,875 | $779.3K | 0.05% | +1,875 | New |
| Golden Reserve Retirement LLC | 1,873 | $778.6K | 0.12% | +786+72.3% | Added |
| Strategies Wealth Advisors, LLC | 1,869 | $776.9K | 0.07% | −10−0.5% | Reduced |
| CCG Wealth Management, LLC | 1,858 | $772.2K | 0.18% | −357−16.1% | Reduced |
| JSF Financial, LLC | 1,855 | $771.0K | 0.12% | −16−0.9% | Reduced |
| Keb Asset Management, LLC | 1,850 | $768.9K | 0.12% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,847 | $767.7K | 0.52% | −567,745−99.7% | Reduced |
| Lifeworks Advisors, LLC | 1,847 | $767.7K | 0.08% | −170−8.4% | Reduced |
| First American Trust, FSB | 1,845 | $766.8K | 0.05% | −85−4.4% | Reduced |
| First Growth Capital LLC | 1,831 | $761.0K | 0.58% | −171−8.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $761.0K | 0.00% | 00.0% | Unchanged |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 1,824 | $758.1K | 0.48% | +1,824 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,822 | $757.3K | 0.35% | −12−0.7% | Reduced |
| Presidio Capital Management, LLC | 1,822 | $757.3K | 0.19% | +1+0.1% | Added |
| Summitry LLC | 1,821 | $756.9K | 0.02% | +442+32.1% | Added |
| Foundation Wealth Management, LLC | 1,820 | $756.4K | 0.23% | −24−1.3% | Reduced |
| Element Wealth, LLC | 1,817 | $755.0K | 0.28% | −8−0.4% | Reduced |
| Capital Performance Advisors LLP | 1,815 | $754.3K | 0.05% | −1,204−39.9% | Reduced |
| Intrua Financial, LLC | 1,813 | $753.4K | 0.07% | +138+8.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,810 | $752.3K | 0.08% | +139+8.3% | Added |
| Enclave Advisors LLC | 1,805 | $750.0K | 0.10% | −1,242−40.8% | Reduced |
| Woodward Diversified Capital, LLC | 1,802 | $749.2K | 0.33% | +83+4.8% | Added |
| Tompkins Financial Corp | 1,793 | $745.2K | 0.05% | +500+38.7% | Added |
| SmartHarvest Portfolios, LLC | 1,793 | $745.2K | 0.24% | +478+36.3% | Added |
| Freedom Financial Partners LLC | 1,790 | $744.0K | 0.24% | +10+0.6% | Added |
| Weinberger Asset Management, Inc | 1,791 | $742.0K | 0.24% | −64−3.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,785 | $741.7K | 0.17% | +164+10.1% | Added |
| Wealth Management Partners, LLC | 1,782 | $741.2K | 0.17% | −15−0.8% | Reduced |
| Vantus Wealth LLC | 1,782 | $740.7K | 0.40% | +1,782 | New |
| Central Valley Advisors, LLC | 1,781 | $739.9K | 0.19% | −332−15.7% | Reduced |
| Winthrop Partners - WNY, LLC | 1,780 | $739.8K | 0.37% | +22+1.3% | Added |
| Sierra Capital LLC | 1,779 | $739.4K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,778 | $739.0K | 0.07% | +236+15.3% | Added |
| Trust Co of the South | 1,767 | $734.4K | 0.10% | +23+1.3% | Added |
| CLG LLC | 1,765 | $733.7K | 0.16% | +72+4.3% | Added |
| One Degree Advisors Inc | 1,715 | $731.0K | 0.16% | +1,715 | New |
| Agate Pass Investment Management, LLC | 1,756 | $729.8K | 0.27% | −15−0.8% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $729.0K | 0.53% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,754 | $729.0K | 0.21% | +45+2.6% | Added |
| May Hill Capital, LLC | 1,753 | $728.6K | 0.15% | +338+23.9% | Added |
| Nabity-Jensen Investment Management Inc | 1,752 | $728.2K | 0.45% | −10−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,751 | $728.0K | 0.15% | +6+0.3% | Added |
| Blackhawk Capital Partners LLC. | 1,751 | $727.8K | 0.24% | −219−11.1% | Reduced |
| Rexford Capital Inc | 1,749 | $726.9K | 0.45% | +8+0.5% | Added |
| BIP Wealth, LLC | 1,747 | $726.0K | 0.02% | +186+11.9% | Added |
| Hollencrest Capital Management | 1,746 | $725.7K | 0.05% | −133,903−98.7% | Reduced |
| Riversedge Advisors, LLC | 1,746 | $725.5K | 0.10% | +535+44.2% | Added |
| Horizon Kinetics Asset Management LLC | 1,745 | $725.3K | 0.01% | +50+2.9% | Added |
| Beacon Investment Advisory Services, Inc. | 1,741 | $723.6K | 0.03% | −215−11.0% | Reduced |
| Summit Wealth Group, LLC | 1,740 | $723.2K | 0.15% | −50−2.8% | Reduced |
| Verum Partners LLC | 1,738 | $722.3K | 0.11% | +265+18.0% | Added |
| Valtinson Bruner Financial Planning LLC | 1,738 | $722.3K | 0.18% | +23+1.3% | Added |
| Northern Financial Advisors Inc | 1,737 | $722.0K | 0.48% | +35+2.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,728 | $718.3K | 0.46% | +7+0.4% | Added |
| Saxon Interests, Inc. | 1,728 | $718.1K | 0.20% | −202−10.5% | Reduced |
| Michels Family Financial, LLC | 1,727 | $717.9K | 0.46% | −176−9.2% | Reduced |
| Drucker Wealth 3.0, LLC | 1,725 | $717.0K | 0.11% | +370+27.3% | Added |
| Ethos Financial Group, LLC | 1,699 | $714.7K | 0.05% | −194−10.2% | Reduced |
| Avantra Family Wealth, Inc. | 1,715 | $712.8K | 0.45% | +1,715 | New |
| PKS Advisory Services, LLC | 1,709 | $710.4K | 0.11% | +1,709 | New |
| Fiduciary Family Office, LLC | 1,709 | $710.3K | 0.18% | +188+12.4% | Added |
| Diligent Investors, LLC | 1,709 | $710.2K | 0.16% | +101+6.3% | Added |