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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 762 | $316.5K | 0.06% | +762 | New |
| CTC Alternative Strategies, Ltd. | 760 | $315.9K | 0.46% | +760 | New |
| Guardian Wealth Advisors, LLC | 759 | $315.5K | 0.16% | −30−3.8% | Reduced |
| Magnetar Financial LLC | 759 | $315.5K | 0.00% | −5,400−87.7% | Reduced |
| American National Bank of Texas | 758 | $315.0K | 0.29% | +3+0.4% | Added |
| TSFG, LLC | 759 | $315.0K | 0.04% | +1+0.1% | Added |
| Rose Capital Advisors LLC | 757 | $314.5K | 0.17% | +757 | New |
| Alliance Wealth Management Group | 755 | $313.8K | 0.06% | 00.0% | Unchanged |
| Genesis Financial Group, LLC | 755 | $313.8K | 0.20% | +755 | New |
| Everest Management Corp. | 754 | $313.5K | 0.12% | +754 | New |
| Seven Mile Advisory | 754 | $313.4K | 0.21% | +754 | New |
| McKinley Carter Wealth Services, Inc. | 754 | $313.3K | 0.02% | −113−13.0% | Reduced |
| Mission Financial Group, LLC | 752 | $312.5K | 0.26% | +752 | New |
| NCP Inc. | 750 | $311.7K | 0.43% | −1,200−61.5% | Reduced |
| Vista Investment Partners LLC | 748 | $310.9K | 0.08% | +2+0.3% | Added |
| Millstone Evans Group, LLC | 743 | $308.8K | 0.17% | +8+1.1% | Added |
| Canal Capital Management, LLC | 742 | $308.4K | 0.04% | +2+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 741 | $308.1K | 0.05% | +78+11.8% | Added |
| Boston Research & Management Inc | 740 | $307.6K | 0.07% | 00.0% | Unchanged |
| West Wealth Group, LLC | 739 | $307.3K | 0.05% | −67−8.3% | Reduced |
| Clarus Group, Inc. | 739 | $307.0K | 0.10% | +739 | New |
| Cedar Wealth Management, LLC | 737 | $306.5K | 0.08% | +737 | New |
| Brooks, Moore & Associates, Inc. | 737 | $306.3K | 0.14% | +737 | New |
| 360 Financial, Inc. | 736 | $305.9K | 0.08% | −6−0.8% | Reduced |
| Pembroke Management, LTD | 736 | $305.9K | 0.04% | +736 | New |
| Fiduciary Financial Group, LLC | 735 | $305.5K | 0.03% | +735 | New |
| Frederick Financial Consultants, LLC | 735 | $305.3K | 0.13% | −23−3.0% | Reduced |
| Birchcreek Wealth Management, LLC | 733 | $304.7K | 0.12% | +733 | New |
| Crew Capital Management, Ltd. | 731 | $303.8K | 0.17% | −30−3.9% | Reduced |
| TFC Financial Management | 730 | $303.4K | 0.03% | +9+1.2% | Added |
| Capital Wealth Alliance, LLC | 729 | $303.0K | 0.14% | −153−17.3% | Reduced |
| Greenwood Gearhart Inc | 726 | $301.7K | 0.01% | +726 | New |
| Mustard Seed Financial, LLC | 726 | $301.7K | 0.16% | −244−25.2% | Reduced |
| Cooper/Haims Advisors, LLC | 725 | $301.3K | 0.13% | +725 | New |
| MOKAN Wealth Management Inc. | 727 | $301.3K | 0.12% | −58−7.4% | Reduced |
| Blue Square Asset Management, LLC | 724 | $300.9K | 0.12% | +724 | New |
| Invenio Wealth Partners LLC | 723 | $300.5K | 0.11% | −68−8.6% | Reduced |
| Camden National Bank | 722 | $300.1K | 0.04% | −50−6.5% | Reduced |
| Intentional Wealth Strategies, LLC | 722 | $300.1K | 0.28% | +80+12.5% | Added |
| Whelan Financial | 722 | $299.9K | 0.08% | +722 | New |
| Southern Financial Group, LLC | 720 | $299.6K | 0.08% | +720 | New |
| HighMark Wealth Management LLC | 720 | $299.3K | 0.10% | −68−8.6% | Reduced |
| Christine Messmer PC | 719 | $298.6K | 0.17% | +719 | New |
| Westmount Partners, LLC | 718 | $298.5K | 0.07% | +718 | New |
| Essential Partners LLC | 718 | $298.4K | 0.14% | +285+65.8% | Added |
| Wiser Wealth Management, Inc | 718 | $298.4K | 0.06% | +718 | New |
| KFA Private Wealth Group, LLC | 717 | $298.1K | 0.07% | −250−25.9% | Reduced |
| Harbour Trust & Investment Management Co | 717 | $298.0K | 0.03% | −143−16.6% | Reduced |
| Vaquero Private Wealth, Ltd | 716 | $297.6K | 0.06% | +716 | New |
| Primoris Wealth Advisors, LLC | 715 | $297.2K | 0.14% | +715 | New |
| Cookson Peirce & Co Inc | 715 | $297.2K | 0.01% | +715 | New |
| Bollard Group LLC | 715 | $297.0K | 0.01% | +29+4.2% | Added |
| Nolet Wealth Management, LLC | 713 | $296.2K | 0.16% | +713 | New |
| RAM Investment Partners, LLC | 712 | $295.9K | 0.05% | −1,674−70.2% | Reduced |
| True Wealth Design, LLC | 712 | $295.8K | 0.07% | +152+27.1% | Added |
| Highland Investment Advisors LLC | 711 | $295.6K | 0.13% | +711 | New |
| Wynn Capital, LLC | 711 | $295.5K | 0.13% | +711 | New |
| Grange Capital, LLC | 710 | $295.1K | 0.27% | +710 | New |
| Fairview Capital Investment Management, LLC | 710 | $295.1K | 0.02% | +710 | New |
| Natural Investments, LLC | 711 | $295.0K | 0.06% | −1,501−67.9% | Reduced |
| STG Securities, LLC | 707 | $293.9K | 0.32% | +707 | New |
| Skandinaviska Enskilda Banken AB (publ) | 707 | $293.7K | 0.01% | −449−38.8% | Reduced |
| Clark Asset Management, LLC | 706 | $293.6K | 0.02% | −202−22.2% | Reduced |
| Global Wealth Management, LLC | 705 | $293.0K | 0.15% | +705 | New |
| Allred Capital Management, LLC | 704 | $292.6K | 0.10% | +704 | New |
| Argent Advisors, Inc. | 703 | $292.2K | 0.07% | −42−5.6% | Reduced |
| Ariadne Wealth Management, LP | 703 | $292.2K | 0.13% | +703 | New |
| Bogart Wealth, LLC | 703 | $292.0K | 0.01% | +79+12.7% | Added |
| Purus Wealth Management, LLC | 701 | $291.2K | 0.08% | +701 | New |
| Beaton Management Co. Inc. | 700 | $291.0K | 0.12% | +700 | New |
| Atlantic Private Wealth, LLC | 700 | $290.9K | 0.18% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 699 | $290.5K | 0.16% | +699 | New |
| Verity Asset Management, Inc. | 698 | $290.2K | 0.11% | +698 | New |
| Richardson Financial Services Inc. | 698 | $290.1K | 0.16% | −246−26.1% | Reduced |
| Betterment LLC | 697 | $290.0K | 0.00% | −132−15.9% | Reduced |
| Stonebridge Financial Group, LLC | 696 | $289.4K | 0.19% | +696 | New |
| Abbot Financial Management, Inc. | 695 | $289.0K | 0.11% | +695 | New |
| Permanent Capital Management, LP | 694 | $288.4K | 0.04% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 693 | $288.1K | 0.06% | +693 | New |
| Quarry LP | 693 | $288.0K | 0.05% | +45+6.9% | Added |
| Daner Wealth Management, LLC | 720 | $287.4K | 0.16% | +10+1.4% | Added |
| Foguth Wealth Management, LLC. | 680 | $286.8K | 0.03% | +19+2.9% | Added |
| Invested Advisors | 690 | $286.8K | 0.25% | +690 | New |
| Jupiter Asset Management Ltd | 688 | $286.0K | 0.00% | +688 | New |
| CWS Financial Advisors, LLC | 688 | $286.0K | 0.06% | +688 | New |
| Cornerstone Planning Group LLC | 663 | $285.8K | 0.04% | −19−2.8% | Reduced |
| YANKCOM Partnership | 687 | $285.5K | 0.10% | +413+150.7% | Added |
| Seldon Capital LP | 687 | $285.5K | 0.09% | +687 | New |
| Leo H. Evart, Inc. | 686 | $285.2K | 0.23% | +4+0.6% | Added |
| Aletheian Wealth Advisors LLC | 686 | $285.2K | 0.12% | +686 | New |
| HORAN Wealth, LLC | 686 | $285.1K | 0.04% | +686 | New |
| RTD Financial Advisors, Inc. | 685 | $284.7K | 0.03% | +685 | New |
| Torray LLC | 683 | $283.9K | 0.04% | +683 | New |
| IFS Group,LLC | 682 | $283.5K | 0.39% | −135−16.5% | Reduced |
| Investment Advisory Services Inc | 681 | $283.2K | 0.08% | +681 | New |
| TradeWell Securities, LLC. | 681 | $283.1K | 0.10% | +681 | New |
| Klingenstein Fields & Co LP | 680 | $282.6K | 0.01% | −68−9.1% | Reduced |
| New Hampshire Trust | 680 | $282.6K | 0.05% | +680 | New |
| Stephenson & Company, Inc. | 679 | $282.2K | 0.13% | +679 | New |
| Kidder Stephen W | 675 | $280.6K | 0.07% | −7,665−91.9% | Reduced |