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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 1,489 | $619.0K | 0.03% | +97+7.0% | Added |
| Thomasville National Bank | 1,488 | $618.5K | 0.03% | +1,488 | New |
| Traynor Capital Management, Inc. | 1,485 | $617.3K | 0.03% | −394−21.0% | Reduced |
| Paladin Advisory Group, LLC | 1,484 | $616.8K | 0.41% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,479 | $614.7K | 0.08% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,478 | $614.3K | 0.20% | −35−2.3% | Reduced |
| Buska Wealth Management, LLC | 1,478 | $614.3K | 0.22% | −14−0.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,476 | $613.5K | 0.09% | +81+5.8% | Added |
| GSB Wealth Management, LLC | 1,476 | $613.3K | 0.12% | +13+0.9% | Added |
| Ames National Corp | 1,471 | $611.4K | 0.34% | −45−3.0% | Reduced |
| Asset One Wealth Management LLC | 1,453 | $608.0K | 0.06% | +75+5.4% | Added |
| Fell Capital Management | 1,458 | $606.0K | 0.51% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 1,482 | $605.8K | 0.21% | −873−37.1% | Reduced |
| Camden Capital, LLC | 1,457 | $605.6K | 0.03% | −1,157−44.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,457 | $605.6K | 0.09% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 1,457 | $605.4K | 0.29% | +68+4.9% | Added |
| Pinnacle Bancorp, Inc. | 1,456 | $605.2K | 0.16% | −523−26.4% | Reduced |
| Regal Investment Advisors LLC | 1,453 | $603.9K | 0.03% | −578−28.5% | Reduced |
| Midwest Financial Partners Investments, Inc. | 1,453 | $603.9K | 0.25% | −101−6.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,449 | $602.0K | 0.17% | −15−1.0% | Reduced |
| Moran Wealth Management, LLC | 1,446 | $601.0K | 0.02% | +391+37.1% | Added |
| Lighthouse Financial LLC | 1,441 | $598.9K | 0.31% | −901−38.5% | Reduced |
| Silver Oak Securities, Inc | 1,438 | $597.5K | 0.04% | −442−23.5% | Reduced |
| Delta Investment Management, LLC | 1,432 | $595.0K | 0.10% | +1,432 | New |
| Lantz Financial LLC | 1,431 | $594.9K | 0.11% | +132+10.2% | Added |
| SHP Wealth Management | 1,429 | $593.8K | 0.04% | −726−33.7% | Reduced |
| Persistent Asset Partners Ltd | 1,427 | $593.1K | 0.19% | +1,427 | New |
| J. Derek Lewis & Associates Inc. | 1,422 | $590.9K | 0.11% | −310−17.9% | Reduced |
| Better Way Financial, LLC | 1,420 | $590.6K | 0.50% | +1,420 | New |
| Alpha Financial Advisors, LLC | 1,418 | $589.4K | 0.16% | −41−2.8% | Reduced |
| Puzo Michael J | 1,415 | $588.1K | 0.15% | −10,087−87.7% | Reduced |
| Forefront Analytics, LLC | 1,409 | $585.8K | 0.64% | −574−28.9% | Reduced |
| Summit Financial Strategies, Inc. | 1,406 | $584.3K | 0.04% | −1−0.1% | Reduced |
| GTS Securities LLC | 1,405 | $584.0K | 0.01% | −3,727−72.6% | Reduced |
| Discipline Wealth Solutions, LLC | 1,405 | $584.0K | 0.05% | +11+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 1,400 | $582.0K | 0.13% | −208−12.9% | Reduced |
| Clark Financial Services Group Inc | 1,397 | $580.4K | 0.27% | +13+0.9% | Added |
| General Partner, Inc. | 1,396 | $580.2K | 0.31% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,393 | $579.0K | 0.28% | −6−0.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,393 | $579.0K | 0.22% | +386+38.3% | Added |
| Brady Martz Wealth Solutions, LLC | 1,392 | $578.7K | 0.09% | +500+56.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,392 | $578.6K | 0.14% | +89+6.8% | Added |
| Mindset Wealth Management, LLC | 1,388 | $577.0K | 0.11% | −192−12.2% | Reduced |
| Wealth Group Ltd | 1,387 | $576.5K | 0.11% | −204−12.8% | Reduced |
| Lynx Investment Advisory | 1,385 | $575.7K | 0.19% | +1,385 | New |
| Legacy Advisors, LLC | 1,384 | $575.3K | 0.05% | +297+27.3% | Added |
| AGH Wealth Advisors, LLC | 1,382 | $574.4K | 0.36% | +38+2.8% | Added |
| Brucke Financial, Inc. | 1,379 | $573.3K | 0.25% | +45+3.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,378 | $572.9K | 0.15% | +40+3.0% | Added |
| Wedge Capital Management L L P | 1,378 | $572.7K | 0.01% | −13,450−90.7% | Reduced |
| Fiduciary Group LLC | 1,378 | $572.7K | 0.04% | +11+0.8% | Added |
| RFP Financial Group LLC | 1,377 | $572.4K | 0.26% | +268+24.2% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,386 | $572.1K | 0.34% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 1,374 | $571.1K | 0.29% | −2,652−65.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,374 | $571.1K | 0.11% | +4+0.3% | Added |
| Phillip James Consulting Co. | 1,373 | $570.4K | 0.45% | −186−11.9% | Reduced |
| Provident Investment Management, Inc. | 1,371 | $569.8K | 0.06% | −30−2.1% | Reduced |
| Olistico Wealth, LLC | 1,369 | $569.0K | 0.24% | +273+24.9% | Added |
| Gould Asset Management LLC | 1,367 | $568.2K | 0.09% | +1,367 | New |
| Buttonwood Financial Advisors Inc. | 1,365 | $567.5K | 0.17% | −30−2.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,359 | $564.8K | 0.07% | +34+2.6% | Added |
| Retirement Planning Group, LLC | 1,359 | $564.7K | 0.31% | −279−17.0% | Reduced |
| Signature Equity Partners, LLC | 1,357 | $564.0K | 0.26% | +347+34.4% | Added |
| Birinyi Associates Inc | 1,350 | $561.0K | 0.13% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,345 | $559.2K | 0.12% | −189−12.3% | Reduced |
| Westwood Holdings Group Inc. | 1,345 | $559.0K | 0.00% | +1,345 | New |
| BCS Wealth Management | 1,342 | $557.8K | 0.10% | −71−5.0% | Reduced |
| Terry L. Blaker | 1,342 | $557.8K | 0.02% | −25−1.8% | Reduced |
| Clarus Wealth Advisors | 1,310 | $557.5K | 0.21% | −194−12.9% | Reduced |
| First Financial Corp | 1,338 | $556.1K | 0.19% | −8−0.6% | Reduced |
| Prairiewood Capital, LLC | 1,337 | $555.6K | 0.14% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,333 | $553.9K | 0.03% | +11+0.8% | Added |
| Stiles Financial Services Inc | 1,331 | $553.3K | 0.14% | −16−1.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,331 | $553.2K | 0.13% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,328 | $551.8K | 0.15% | +4+0.3% | Added |
| Forum Financial Management, LP | 1,323 | $549.7K | 0.01% | +20+1.5% | Added |
| Swiss Re Ltd | 1,319 | $548.2K | 0.05% | +1,212+1,132.7% | Added |
| Octavia Wealth Advisors, LLC | 1,317 | $547.2K | 0.05% | −2−0.2% | Reduced |
| Oakmont Investment Advisors, Inc. | 1,314 | $546.4K | 0.38% | +1,314 | New |
| Northside Capital Management, LLC | 1,313 | $545.7K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,313 | $545.7K | 0.02% | +424+47.7% | Added |
| Evergreen Wealth Solutions, LLC | 1,367 | $545.5K | 0.03% | +433+46.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,312 | $545.4K | 0.11% | +1,312 | New |
| DT Investment Partners, LLC | 1,310 | $544.5K | 0.04% | 00.0% | Unchanged |
| Womack Financial LLC | 1,310 | $544.5K | 0.36% | −83−6.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,310 | $544.5K | 0.12% | −6−0.5% | Reduced |
| Maridea Wealth Management LLC | 1,309 | $544.0K | 0.06% | +1,309 | New |
| Stonekeep Investments, LLC | 1,307 | $543.0K | 0.32% | +117+9.8% | Added |
| Washington Capital Management Inc | 1,305 | $542.4K | 0.36% | −20−1.5% | Reduced |
| Lansing Street Advisors | 1,300 | $540.4K | 0.12% | +3+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,298 | $539.4K | 0.03% | −16−1.2% | Reduced |
| E-Wealth Partners, LLC | 1,297 | $539.1K | 0.39% | +59+4.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,297 | $539.0K | 0.06% | +49+3.9% | Added |
| Custos Family Office, LLC | 1,296 | $538.8K | 0.32% | +45+3.6% | Added |
| BridgePort Financial Solutions, LLC | 1,295 | $538.3K | 0.14% | −264−16.9% | Reduced |
| Pines Wealth Management, LLC | 1,295 | $538.2K | 0.15% | +382+41.8% | Added |
| Horizon Financial Services, LLC | 1,295 | $538.2K | 0.21% | +522+67.5% | Added |
| Cozad Asset Management Inc | 1,294 | $537.6K | 0.03% | +7+0.5% | Added |
| PW Nova Financial Services LLC | 1,291 | $536.7K | 0.12% | +16+1.3% | Added |
| Third View Private Wealth, LLC | 1,288 | $535.4K | 0.07% | −3,425−72.7% | Reduced |