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 |
|---|---|---|---|---|---|
| Alvarez & Marsal Private Wealth Partners, LLC | 1,119 | $465.1K | 0.06% | −124−10.0% | Reduced |
| Investors Research Corp | 1,119 | $465.1K | 0.08% | −84−7.0% | Reduced |
| Creative Financial Designs Inc | 1,114 | $463.1K | 0.02% | +100+9.9% | Added |
| Dillon & Associates Inc | 1,113 | $463.0K | 0.06% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,113 | $462.5K | 0.03% | −9−0.8% | Reduced |
| Planning Center, Inc. | 1,112 | $462.2K | 0.04% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,110 | $461.3K | 0.07% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 1,109 | $460.9K | 0.43% | 00.0% | Unchanged |
| Tannin Capital LLC | 1,109 | $460.9K | 0.30% | +23+2.1% | Added |
| Avise Financial Cooperative, Inc. | 1,109 | $460.9K | 0.33% | +42+3.9% | Added |
| N.E.W. Advisory Services LLC | 1,106 | $459.8K | 0.03% | −98−8.1% | Reduced |
| Krane Funds Advisors LLC | 1,105 | $459.3K | 0.02% | −19−1.7% | Reduced |
| Silver Grove Financial Group, Inc. | 1,102 | $458.2K | 0.25% | +713+183.3% | Added |
| Roehl & Yi Investment Advisors, LLC | 1,102 | $458.0K | 0.15% | +50+4.8% | Added |
| Monograph Wealth Advisors, LLC | 1,100 | $457.0K | 0.04% | −74−6.3% | Reduced |
| Laurion Capital Management LP | 1,091 | $453.5K | 0.03% | +1,091 | New |
| O'Rourke & Company, Inc | 1,089 | $452.7K | 0.16% | +1+0.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,088 | $452.2K | 0.15% | +995+1,069.9% | Added |
| Members Wealth LLC | 1,085 | $451.0K | 0.25% | +10+0.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 1,082 | $449.7K | 0.22% | −937−46.4% | Reduced |
| Planning Alternatives Ltd | 1,081 | $449.3K | 0.05% | +1,081 | New |
| Goldenstone Wealth Management LLC | 1,080 | $448.9K | 0.29% | −5,149−82.7% | Reduced |
| Aldebaran Financial Inc. | 1,080 | $448.9K | 0.36% | −100−8.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,080 | $448.9K | 0.10% | −1−0.1% | Reduced |
| Cypress Wealth Services, LLC | 1,077 | $447.7K | 0.06% | −5−0.5% | Reduced |
| Copley Financial Group, Inc. | 1,075 | $446.8K | 0.27% | −533−33.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,075 | $446.8K | 0.13% | −169−13.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,074 | $446.4K | 0.02% | +1,074 | New |
| Wick Capital Partners, LLC | 1,073 | $445.8K | 0.07% | +1,073 | New |
| Aigen Investment Management, LP | 1,072 | $445.6K | 0.12% | +1,072 | New |
| 4WEALTH Advisors, Inc. | 1,061 | $445.3K | 0.34% | +56+5.6% | Added |
| Owl Creek Wealth Partners LLC | 1,071 | $445.1K | 0.13% | +209+24.2% | Added |
| GW Henssler & Associates Ltd | 1,069 | $444.3K | 0.02% | −122−10.2% | Reduced |
| SWP Financial LLC | 1,068 | $443.9K | 0.21% | +42+4.1% | Added |
| Provident Wealth Management, LLC | 1,066 | $443.1K | 0.11% | 00.0% | Unchanged |
| Second Line Capital, LLC | 1,066 | $442.9K | 0.08% | −37−3.4% | Reduced |
| Arq Wealth Advisors, LLC | 1,026 | $442.5K | 0.05% | +138+15.5% | Added |
| Consilio Wealth Advisors, LLC | 1,065 | $442.5K | 0.11% | +120+12.7% | Added |
| LeClair Wealth Partners LLC | 1,064 | $442.3K | 0.23% | +1,064 | New |
| Virtue Capital Management, LLC | 1,064 | $442.2K | 0.06% | −457−30.0% | Reduced |
| Strategic Investment Advisors | 1,064 | $442.1K | 0.03% | +26+2.5% | Added |
| Tennessee Valley Asset Management Partners | 1,062 | $441.4K | 0.05% | +293+38.1% | Added |
| FDx Advisors, Inc. | 1,057 | $439.0K | 0.13% | +2+0.2% | Added |
| First National Bank Sioux Falls | 1,387 | $438.8K | 0.12% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,056 | $438.7K | 0.08% | −65−5.8% | Reduced |
| Quad-Cities Investment Group, LLC | 1,050 | $436.3K | 0.16% | +6+0.6% | Added |
| Groesbeck Investment Management Corp | 1,050 | $436.0K | 0.69% | 00.0% | Unchanged |
| North Forty Two & Co. | 1,049 | $436.0K | 0.37% | −25−2.3% | Reduced |
| Warwick Investment Management, Inc. | 1,048 | $435.6K | 0.05% | +176+20.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,047 | $435.0K | 0.15% | 00.0% | Unchanged |
| CNB Bank | 1,044 | $433.9K | 0.17% | −271−20.6% | Reduced |
| Bellars Harris Wealth Management, LLC | 1,044 | $433.9K | 0.09% | +1,044 | New |
| Brandywine Oak Private Wealth LLC | 1,042 | $433.1K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,041 | $432.7K | 0.02% | +1,041 | New |
| Caitlin John, LLC | 1,038 | $431.4K | 0.24% | −33−3.1% | Reduced |
| Altiora Financial Group, LLC | 1,038 | $431.4K | 0.07% | −11−1.0% | Reduced |
| Winter & Associates, Inc. | 1,037 | $430.8K | 0.32% | +1+0.1% | Added |
| Wall Street Financial Group, Inc. | 1,034 | $429.8K | 0.23% | +66+6.8% | Added |
| Midland Wealth Advisors LLC | 1,034 | $429.8K | 0.02% | −257−19.9% | Reduced |
| GDS Wealth Management | 1,034 | $429.8K | 0.02% | −172−14.3% | Reduced |
| Biltmore Family Office, LLC | 1,030 | $428.1K | 0.06% | +1,030 | New |
| Wealth Forward, LLC | 1,025 | $426.0K | 0.21% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 1,024 | $425.7K | 0.21% | +7+0.7% | Added |
| Bolthouse Investments, LLC | 1,021 | $424.4K | 0.34% | +32+3.2% | Added |
| Fogel Capital Management, Inc. | 1,020 | $423.9K | 0.17% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,019 | $423.6K | 0.03% | +222+27.9% | Added |
| Wealthquest Corp | 1,019 | $423.5K | 0.03% | +1,019 | New |
| Legacy Edge Advisors, LLC | 1,018 | $423.1K | 0.04% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,018 | $423.0K | 0.07% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 1,016 | $422.3K | 0.30% | −50−4.7% | Reduced |
| Sterling Investment Counsel, LLC | 1,015 | $421.9K | 0.10% | −186−15.5% | Reduced |
| Torrey Growth & Income Advisors | 1,004 | $418.7K | 0.14% | −2,652−72.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,023 | $418.1K | 0.17% | −288−22.0% | Reduced |
| Impact Partnership Wealth, LLC | 1,005 | $417.8K | 0.04% | −1,446−59.0% | Reduced |
| JMN Financial LLC | 1,003 | $417.1K | 0.32% | +1,003 | New |
| TOP Private Wealth LLC. | 1,003 | $417.0K | 0.40% | +1,003 | New |
| Vista Capital Partners, Inc. | 1,003 | $416.9K | 0.04% | +1,003 | New |
| Left Brain Wealth Management, LLC | 1,002 | $416.5K | 0.13% | +1,002 | New |
| Fortis Capital Advisors, LLC | 1,001 | $416.1K | 0.05% | +1,001 | New |
| SkyView Investment Advisors, LLC | 1,000 | $416.0K | 0.33% | −2,719−73.1% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $416.0K | 0.00% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $415.6K | 0.20% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,000 | $415.6K | 0.05% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,000 | $415.6K | 0.02% | +149+17.5% | Added |
| Prakash Investment Advisors LLC | 1,000 | $415.6K | 0.26% | +1,000 | New |
| Veracity Capital LLC | 999 | $415.3K | 0.11% | +170+20.5% | Added |
| Integrated Investment Consultants, LLC | 999 | $415.2K | 0.08% | +23+2.4% | Added |
| Bedel Financial Consulting, Inc. | 996 | $414.0K | 0.04% | −35−3.4% | Reduced |
| Trinity Legacy Partners, LLC | 976 | $413.3K | 0.08% | +976 | New |
| Dynasty Wealth Management, LLC | 994 | $413.2K | 0.00% | −547−35.5% | Reduced |
| Asset Management Group, Inc. | 994 | $413.1K | 0.06% | −198−16.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 992 | $412.3K | 0.09% | −17−1.7% | Reduced |
| Sunburst Financial Group, LLC | 992 | $412.2K | 0.07% | −4−0.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 991 | $411.9K | 0.16% | +35+3.7% | Added |
| Amarillo National Bank | 990 | $411.5K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 987 | $410.2K | 0.08% | +94+10.5% | Added |
| Midwest Financial Group LLC | 985 | $409.6K | 0.14% | +4+0.4% | Added |
| HFR Wealth Management, LLC | 985 | $409.4K | 0.10% | −105−9.6% | Reduced |
| Palmer Knight Co | 985 | $409.4K | 0.16% | 00.0% | Unchanged |
| Guardian Capital, LLC | 984 | $408.8K | 0.33% | −248−20.1% | Reduced |