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: 31 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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 983 | $408.4K | 0.04% | +170+20.9% | Added |
| Knightsbridge Asset Management, LLC | 982 | $408.2K | 0.05% | +212+27.5% | Added |
| Founders Capital Management, LLC | 982 | $408.1K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 980 | $407.3K | 0.04% | −84−7.9% | Reduced |
| Capital Markets Trading UK LLP | 979 | $407.0K | 0.29% | −137−12.3% | Reduced |
| Kaizen Financial Strategies | 953 | $406.4K | 0.16% | +92+10.7% | Added |
| Cornerstone Financial Management LLC | 974 | $404.8K | 0.32% | +62+6.8% | Added |
| Buck Wealth Strategies, LLC | 974 | $404.6K | 0.04% | −46,604−98.0% | Reduced |
| Wealth Advisory Solutions, LLC | 973 | $404.4K | 0.08% | +153+18.7% | Added |
| River Wealth Advisors LLC | 972 | $404.0K | 0.04% | −2−0.2% | Reduced |
| Teza Capital Management LLC | 970 | $403.2K | 0.78% | −239−19.8% | Reduced |
| Tower Trust & Investment Co | 970 | $403.2K | 0.24% | +3+0.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 966 | $401.5K | 0.27% | +50+5.5% | Added |
| Walter & Keenan Financial Consulting Co | 965 | $401.1K | 0.10% | +61+6.7% | Added |
| Disciplined Investors, L.L.C. | 963 | $400.4K | 0.20% | −186−16.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 962 | $400.0K | 0.01% | −56−5.5% | Reduced |
| Avail Investment Partners, LLC | 962 | $399.9K | 0.31% | +962 | New |
| Birch Financial Group, LLC | 961 | $399.6K | 0.21% | −101−9.5% | Reduced |
| Sage Rhino Capital LLC | 961 | $399.4K | 0.07% | +42+4.6% | Added |
| CM Wealth Advisors LLC | 961 | $399.4K | 0.07% | +173+22.0% | Added |
| Hofer & Associates. Inc | 959 | $398.7K | 0.19% | +191+24.9% | Added |
| Hoxton Planning & Management, LLC | 959 | $398.6K | 0.10% | +182+23.4% | Added |
| RDA Financial Network | 958 | $398.0K | 0.09% | −5−0.5% | Reduced |
| Affinity Investment Advisors, LLC | 955 | $396.9K | 0.20% | −36−3.6% | Reduced |
| Hill Island Financial LLC | 954 | $396.7K | 0.08% | +954 | New |
| Kiley Juergens Wealth Management, LLC | 952 | $395.8K | 0.06% | +17+1.8% | Added |
| Bennett Associates Wealth Management | 948 | $394.0K | 0.24% | +948 | New |
| Van Strum & Towne Inc. | 945 | $392.8K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 945 | $392.8K | 0.12% | −268−22.1% | Reduced |
| Heartland Advisors Inc | 945 | $392.8K | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 944 | $392.5K | 0.08% | +944 | New |
| First Heartland Consultants, Inc. | 944 | $392.2K | 0.03% | +35+3.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 943 | $392.0K | 0.01% | +943 | New |
| Fortitude Advisory Group L.L.C. | 942 | $391.6K | 0.15% | −99−9.5% | Reduced |
| Bridgefront Capital, LLC | 939 | $390.3K | 0.10% | −2,370−71.6% | Reduced |
| Retirement Guys Formula LLC | 937 | $389.3K | 0.15% | −82−8.0% | Reduced |
| Intellus Advisors LLC | 934 | $388.2K | 0.05% | −121−11.5% | Reduced |
| Covestor Ltd | 933 | $388.0K | 0.22% | −5−0.5% | Reduced |
| Global Financial Private Client, LLC | 933 | $387.8K | 0.11% | +102+12.3% | Added |
| Miller Financial Services LLC | 931 | $387.1K | 0.31% | −10−1.1% | Reduced |
| Tillman Hartley LLC | 930 | $386.5K | 0.09% | 00.0% | Unchanged |
| EJMK Ventures LLC | 928 | $385.9K | 0.18% | +928 | New |
| Satovsky Asset Management LLC | 928 | $385.7K | 0.06% | +6+0.7% | Added |
| Coyle Financial Counsel LLC | 926 | $384.9K | 0.07% | +182+24.5% | Added |
| Washington Trust Advisors, Inc. | 924 | $383.9K | 0.03% | +8+0.9% | Added |
| KRS Capital Management, LLC | 923 | $383.7K | 0.18% | +1+0.1% | Added |
| Harmony Asset Management LLC | 923 | $383.4K | 0.10% | −459−33.2% | Reduced |
| Silvant Capital Management LLC | 921 | $382.8K | 0.01% | 00.0% | Unchanged |
| Blalock Williams, LLC | 921 | $382.8K | 0.25% | +9+1.0% | Added |
| denkapparat Operations GmbH | 920 | $382.4K | 0.12% | +920 | New |
| Benin Management CORP | 919 | $382.0K | 0.08% | −24−2.5% | Reduced |
| Karras Company, Inc. | 918 | $381.7K | 0.35% | −33−3.5% | Reduced |
| Lafayette Investments, Inc. | 918 | $381.5K | 0.07% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 915 | $380.9K | 0.08% | +915 | New |
| Mosley Wealth Management | 916 | $380.6K | 0.12% | −401−30.4% | Reduced |
| Compass Ion Advisors, LLC | 914 | $379.8K | 0.03% | −22−2.4% | Reduced |
| GSG Advisors LLC | 910 | $378.0K | 0.08% | +88+10.7% | Added |
| Salomon & Ludwin, LLC | 886 | $377.9K | 0.03% | −382−30.1% | Reduced |
| Bernardo Wealth Planning LLC | 907 | $377.1K | 0.06% | +907 | New |
| TAGStone Capital, Inc. | 906 | $376.6K | 0.12% | +21+2.4% | Added |
| Spectrum Planning & Advisory Services Inc. | 904 | $375.7K | 0.17% | −840−48.2% | Reduced |
| Regatta Capital Group, LLC | 904 | $375.5K | 0.05% | −49−5.1% | Reduced |
| Ssi Investment Management LLC | 901 | $374.5K | 0.02% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 900 | $374.1K | 0.15% | +900 | New |
| TBH Global Asset Management, LLC | 900 | $373.9K | 0.07% | −83−8.4% | Reduced |
| Koss-Olinger Consulting, LLC | 898 | $373.3K | 0.03% | −98−9.8% | Reduced |
| Simmons Bank | 898 | $373.2K | 0.02% | −657−42.3% | Reduced |
| Greenup Street Wealth Management LLC | 897 | $372.8K | 0.05% | +897 | New |
| Excelsior Advisor Network LLC | 896 | $372.6K | 0.05% | +896 | New |
| Beto Financial Group, LLC | 883 | $372.2K | 0.20% | +26+3.0% | Added |
| Merited Wealth, LLC | 894 | $371.6K | 0.26% | −93−9.4% | Reduced |
| Evanson Financial, LLC | 893 | $371.4K | 0.02% | +893 | New |
| Capital Advisors Wealth Management, LLC | 891 | $370.4K | 0.04% | +94+11.8% | Added |
| Destination Wealth Management | 891 | $370.4K | 0.01% | +56+6.7% | Added |
| Nixon Peabody Trust Co | 890 | $369.9K | 0.03% | −244−21.5% | Reduced |
| Strata Wealth Advisors, LLC | 888 | $369.1K | 0.09% | +888 | New |
| Synergy Financial Group, LTD | 887 | $368.7K | 0.27% | +27+3.1% | Added |
| Cheviot Value Management, LLC | 886 | $368.2K | 0.04% | 00.0% | Unchanged |
| Ark Wealth Advisors LLC | 886 | $368.2K | 0.33% | +886 | New |
| Cypress Financial Planning LLC | 885 | $368.0K | 0.09% | −48−5.1% | Reduced |
| Chicago Capital, LLC | 884 | $367.4K | 0.01% | −159−15.2% | Reduced |
| Ramiah Investment Group | 884 | $367.4K | 0.28% | +884 | New |
| New England Capital Financial Advisors LLC | 884 | $367.3K | 0.09% | −43−4.6% | Reduced |
| Acumen Wealth Advisors, LLC | 882 | $366.6K | 0.08% | −10,373−92.2% | Reduced |
| Summit Place Financial Advisors, LLC | 882 | $366.6K | 0.16% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 881 | $366.0K | 0.13% | +881 | New |
| Echo Wealth Management, LLC | 880 | $365.8K | 0.19% | −658−42.8% | Reduced |
| Omnia Family Wealth, LLC | 878 | $364.9K | 0.10% | +127+16.9% | Added |
| Black Diamond Financial, LLC | 875 | $363.9K | 0.03% | −109−11.1% | Reduced |
| IFC & Insurance Marketing, Inc. | 875 | $363.8K | 0.32% | +34+4.0% | Added |
| Canvas Wealth Advisors, LLC | 874 | $363.3K | 0.05% | +874 | New |
| Motive Wealth Advisors | 872 | $362.4K | 0.15% | +86+10.9% | Added |
| Eagle Wealth Strategies LLC | 872 | $362.3K | 0.14% | −10−1.1% | Reduced |
| SummitTX Capital, L.P. | 870 | $361.6K | 0.01% | −479−35.5% | Reduced |
| Pasadena Private Wealth, LLC | 870 | $361.6K | 0.05% | −52−5.6% | Reduced |
| Eurizon SLJ Capital Ltd | 870 | $361.6K | 0.13% | 00.0% | Unchanged |
| Marotta Asset Management | 846 | $360.9K | 0.06% | −157−15.7% | Reduced |
| Rossby Financial, LCC | 868 | $360.8K | 0.07% | −131−13.1% | Reduced |
| Financial & Tax Architects, LLC | 868 | $360.8K | 0.08% | −46−5.0% | Reduced |
| Net Worth Advisory Group | 866 | $360.0K | 0.09% | −177−17.0% | Reduced |