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 |
|---|---|---|---|---|---|
| Invera Wealth Advisors, LLC | 1,286 | $534.5K | 0.29% | +1,286 | New |
| D.B. Root & Company, LLC | 1,280 | $532.0K | 0.11% | +141+12.4% | Added |
| PSI Advisors, LLC | 1,278 | $531.2K | 0.12% | −150−10.5% | Reduced |
| Arcataur Capital Management LLC | 1,278 | $531.2K | 0.13% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 1,230 | $531.1K | 0.07% | −1,269−50.8% | Reduced |
| BFSG, LLC | 1,277 | $530.8K | 0.05% | −74−5.5% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,275 | $530.0K | 0.25% | −297−18.9% | Reduced |
| Orleans Capital Management Corp | 1,275 | $529.9K | 0.27% | +1,275 | New |
| SageGuard Financial Group, LLC | 1,275 | $529.9K | 0.07% | −142−10.0% | Reduced |
| KC Investment Advisors, LLC | 1,268 | $527.0K | 0.10% | −416−24.7% | Reduced |
| Ewa, LLC | 1,267 | $526.8K | 0.10% | +123+10.8% | Added |
| Severin Investments, LLC | 1,267 | $526.6K | 0.40% | +1,267 | New |
| Core Alternative Capital | 1,265 | $525.8K | 0.16% | +203+19.1% | Added |
| Seamount Financial Group Inc | 1,264 | $525.4K | 0.21% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,263 | $524.9K | 0.07% | +342+37.1% | Added |
| First Command Advisory Services, Inc. | 1,262 | $524.5K | 0.00% | −181−12.5% | Reduced |
| Bannerstone Capital Management, LLC | 1,257 | $522.4K | 0.44% | −56−4.3% | Reduced |
| VeraBank, N.A. | 1,256 | $522.0K | 0.09% | −64−4.8% | Reduced |
| Penobscot Wealth Management | 1,256 | $521.9K | 0.14% | +8+0.6% | Added |
| Values Added Financial LLC | 1,254 | $521.2K | 0.19% | +158+14.4% | Added |
| RB Capital Management, LLC | 1,247 | $518.1K | 0.10% | −266−17.6% | Reduced |
| Centerpoint Advisors, LLC | 1,247 | $518.0K | 0.15% | 00.0% | Unchanged |
| Mirova | 1,246 | $517.9K | 0.02% | −6,822−84.6% | Reduced |
| GenTrust, LLC | 1,246 | $517.9K | 0.02% | −484−28.0% | Reduced |
| Ponta Wealth Partners, LLC | 1,246 | $517.9K | 0.28% | +1,246 | New |
| Heck Capital Advisors, LLC | 1,245 | $517.3K | 0.03% | +11+0.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,243 | $516.6K | 1.15% | +1,243 | New |
| Bouchey Financial Group Ltd | 1,242 | $516.2K | 0.03% | +239+23.8% | Added |
| Fieldview Capital Management, LLC | 1,241 | $515.8K | 0.15% | +1,241 | New |
| Voya Financial Advisors, Inc. | 1,228 | $515.5K | 0.05% | −554−31.1% | Reduced |
| Strategy Asset Managers LLC | 1,240 | $515.3K | 0.08% | +170+15.9% | Added |
| ODonnell Financial Services, LLC | 1,239 | $515.0K | 0.15% | +15+1.2% | Added |
| DDFG, Inc | 1,238 | $514.7K | 0.10% | 00.0% | Unchanged |
| Banque Transatlantique SA | 1,283 | $513.7K | 0.01% | +206+19.1% | Added |
| BG Investment Services, Inc. | 1,236 | $513.7K | 0.37% | −101−7.6% | Reduced |
| Asset Advisory Group, Inc. | 1,235 | $513.3K | 0.22% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,234 | $513.0K | 0.06% | −41−3.2% | Reduced |
| Ameriflex Group, Inc. | 1,228 | $510.5K | 0.21% | +15+1.2% | Added |
| Cypress Capital, LLC | 1,225 | $509.3K | 0.14% | −71−5.5% | Reduced |
| MEMBERS Trust Co | 1,225 | $509.1K | 0.02% | −90−6.8% | Reduced |
| My Personal CFO, LLC | 1,223 | $508.3K | 0.20% | −531−30.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,222 | $507.9K | 0.19% | +79+6.9% | Added |
| Code Waechter LLC | 1,220 | $507.1K | 0.26% | +462+60.9% | Added |
| Heritage Wealth Management, Inc. | 1,216 | $505.4K | 0.13% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 1,215 | $504.9K | 0.19% | −80−6.2% | Reduced |
| Continuum Wealth Advisors, LLC | 1,214 | $504.6K | 0.17% | +451+59.1% | Added |
| Redhawk Wealth Advisors, Inc. | 1,210 | $503.0K | 0.05% | −698−36.6% | Reduced |
| King Wealth | 1,202 | $503.0K | 0.06% | +19+1.6% | Added |
| XML Financial, LLC | 1,207 | $501.6K | 0.04% | −181−13.0% | Reduced |
| Rocky Mountain Advisers, LLC | 1,201 | $499.3K | 0.13% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 1,199 | $498.3K | 0.29% | −20−1.6% | Reduced |
| Hanlon Investment Management, Inc. | 1,196 | $497.1K | 0.26% | −70−5.5% | Reduced |
| Hansen & Associates Financial Group, Inc. | 1,186 | $495.7K | 0.28% | +1,186 | New |
| IMZ Advisory Inc | 1,191 | $495.2K | 0.16% | −63−5.0% | Reduced |
| Crescent Grove Advisors, LLC | 1,190 | $494.6K | 0.04% | −162−12.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,186 | $493.0K | 0.06% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,185 | $492.4K | 0.19% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,182 | $491.3K | 0.01% | −15−1.3% | Reduced |
| Allen Capital Group, LLC | 1,182 | $491.3K | 0.04% | +102+9.4% | Added |
| Detalus Advisors, LLC | 1,182 | $491.1K | 0.10% | −497−29.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,179 | $490.2K | 0.05% | −279−19.1% | Reduced |
| Kera Capital Partners, Inc. | 1,179 | $490.0K | 0.05% | +208+21.4% | Added |
| Summit Wealth Partners, LLC | 1,177 | $489.3K | 0.07% | −170−12.6% | Reduced |
| New Covenant Trust Company, N.A. | 1,176 | $488.8K | 0.37% | +60+5.4% | Added |
| Armbruster Capital Management, Inc. | 1,175 | $488.4K | 0.07% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,170 | $486.3K | 0.02% | +13+1.1% | Added |
| Waldron Private Wealth LLC | 1,170 | $486.3K | 0.02% | −53−4.3% | Reduced |
| Peak Retirement Planning, Inc. | 1,170 | $486.2K | 0.08% | +245+26.5% | Added |
| Hunter Associates Investment Management LLC | 1,169 | $486.0K | 0.06% | −20−1.7% | Reduced |
| Aire Advisors, LLC | 1,168 | $485.7K | 0.08% | +50+4.5% | Added |
| Proathlete Wealth Management LLC | 1,166 | $485.3K | 0.12% | −47−3.9% | Reduced |
| First Western Trust Bank | 1,165 | $484.2K | 0.02% | +155+15.3% | Added |
| Burns J W & Co Inc | 1,158 | $481.3K | 0.05% | +8+0.7% | Added |
| Macroview Investment Management LLC | 1,151 | $478.3K | 0.30% | −69−5.7% | Reduced |
| Balboa Wealth Partners | 1,149 | $477.5K | 0.07% | +234+25.6% | Added |
| Successful Portfolios LLC | 1,114 | $477.4K | 0.22% | −39−3.4% | Reduced |
| Apeiron RIA LLC | 1,148 | $477.1K | 0.12% | −956−45.4% | Reduced |
| Instrumental Wealth, LLC | 1,146 | $476.3K | 0.24% | +114+11.0% | Added |
| Per Stirling Capital Management, LLC. | 1,143 | $475.2K | 0.05% | +10+0.9% | Added |
| Duncker Streett & Co Inc | 1,143 | $475.1K | 0.08% | −38−3.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,142 | $474.7K | 0.09% | −57−4.8% | Reduced |
| BCK Partners, Inc. | 1,142 | $474.6K | 0.23% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,140 | $473.9K | 0.26% | +10+0.9% | Added |
| Integrity Advisory Solutions, LLC | 1,139 | $473.6K | 0.05% | +1,139 | New |
| Quantum Financial Advisors, LLC | 1,138 | $473.2K | 0.05% | +64+6.0% | Added |
| Capital Advisors, Ltd. LLC | 1,135 | $472.0K | 0.05% | −356−23.9% | Reduced |
| Financial Consulate, Inc | 1,135 | $471.7K | 0.05% | +41+3.7% | Added |
| Wilkins Investment Counsel Inc | 1,135 | $471.7K | 0.06% | −375−24.8% | Reduced |
| TopTier Wealth Management, LLC | 1,134 | $471.5K | 0.28% | −708−38.4% | Reduced |
| BayBridge Capital Group, LLC | 1,134 | $471.3K | 0.25% | +341+43.0% | Added |
| CCM Investment Advisers LLC | 1,131 | $470.1K | 0.04% | −10−0.9% | Reduced |
| Five Oceans Advisors | 1,128 | $468.8K | 0.15% | +120+11.9% | Added |
| Granite Bay Wealth Management, LLC | 1,127 | $468.0K | 0.04% | +20+1.8% | Added |
| Sutton Place Investors LLC | 1,125 | $467.6K | 0.23% | +1,125 | New |
| LeConte Wealth Management, LLC | 1,123 | $466.9K | 0.25% | −157−12.3% | Reduced |
| Check Capital Management Inc | 1,122 | $466.3K | 0.03% | −110−8.9% | Reduced |
| Navalign, LLC | 1,122 | $466.2K | 0.11% | +1+0.1% | Added |
| Frazier Financial Advisors, LLC | 1,120 | $465.6K | 0.24% | −213−16.0% | Reduced |
| Maxele Advisors, LLC | 1,120 | $465.6K | 0.33% | +1,120 | New |
| Clifford Group, LLC | 1,120 | $465.5K | 0.32% | +28+2.6% | Added |