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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.

Institutional holdersQ2 2026: 3,395 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,965 institutionsQ2 2022: 2,964 institutionsQ3 2022: 2,998 institutionsQ4 2022: 3,159 institutionsQ1 2023: 3,114 institutionsQ2 2023: 3,136 institutionsQ3 2023: 3,144 institutionsQ4 2023: 3,421 institutionsQ1 2024: 3,384 institutionsQ2 2024: 3,406 institutionsQ3 2024: 3,476 institutionsQ4 2024: 3,684 institutionsQ1 2025: 3,613 institutionsQ2 2025: 3,185 institutionsQ3 2025: 3,168 institutionsQ4 2025: 3,311 institutionsQ1 2026: 3,054 institutionsQ2 2026: 3,395 institutions
Value heldQ2 2026: $325.1B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,054$202.4B
Q4 20253,311$248.2B
Q3 20253,168$253.5B
Q2 20253,185$241.1B
Q1 20253,613$424.3B
Q4 20243,684$409.5B
Q3 20243,476$474.6B
Q2 20243,406$411.9B
Q1 20243,384$398.9B
Q4 20233,421$428.0B
Q3 20233,144$407.5B
Q2 20233,136$388.4B
Q1 20233,114$383.6B
Q4 20223,159$434.2B
Q3 20222,998$413.5B
Q2 20222,964$422.0B
Q1 20222,965$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2026.

Institutions holding UNH in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Umpqua Bank600$249.4K0.06%+600New
Arini Captial Management Ltd600$249.4K0.03%+600New
G&S Capital LLC599$248.9K0.07%−177−22.8%Reduced
Toews Corp598$248.5K0.04%+598New
TriaGen Wealth Management LLC598$248.5K0.06%+598New
Garden State Investment Advisory Services LLC597$248.3K0.05%+597New
Kuhn & Co Investment Counsel596$247.7K0.14%+596New
JT Stratford LLC596$247.7K0.03%+596New
JGP Wealth Management, LLC595$247.3K0.02%+595New
1620 Investment Advisors, Inc.593$246.5K0.15%+15+2.6%Added
Probity Advisors, Inc.593$246.5K0.04%+593New
First United Bank Trust593$246.5K0.07%+19+3.3%Added
Fortis Capital Management LLC592$246.2K0.03%+592New
SkyOak Wealth, LLC592$246.1K0.04%+592New
Migdal Insurance & Financial Holdings Ltd.591$245.6K0.00%−1−0.2%Reduced
Dimension Capital Management LLC591$245.6K0.03%+591New
Gambit Capital Management, LLC591$245.6K0.14%+591New
Wilkerson Advisory Group LLC590$245.2K0.08%+386+189.2%Added
First National Advisers, LLC588$244.4K0.03%+588New
TrueWealth Advisors, LLC588$244.4K0.06%−191−24.5%Reduced
G2 Capital Management, LLC587$243.9K0.05%−179−23.4%Reduced
Latitude Advisors, LLC585$243.2K0.10%+585New
Polymer Capital Management (US) LLC585$243.1K0.04%−311−34.7%Reduced
Gemmer Asset Management LLC584$242.7K0.02%+584New
Walleye Capital LLC582$241.9K0.00%−112,632−99.5%Reduced
JBGlobal.com LLC582$241.9K0.21%+582New
Monticello Wealth Management, LLC581$241.6K0.01%+581New
Client 1st Advisory Group, LLC581$241.5K0.06%+581New
Investmark Advisory Group LLC581$241.4K0.09%+581New
Magnolia Wealth Management, LLC580$241.1K0.13%00.0%Unchanged
Alley Investment Management Company, LLC580$241.0K0.03%+580New
WBH Advisory Inc579$240.7K0.02%+579New
Sittner & Nelson, LLC578$240.3K0.08%−3−0.5%Reduced
Watershed Private Wealth LLC578$240.2K0.07%+578New
M. Kraus & Co578$240.2K0.06%+578New
Lawood & Co576$239.4K0.16%+576New
Carrera Capital Advisors576$239.4K0.04%+576New
JM2 Capital Inc.573$238.3K0.16%+573New
Legacy Capital Wealth Partners, LLC573$238.2K0.05%−1,033−64.3%Reduced
Pekin Hardy Strauss, Inc.572$237.6K0.02%−177−23.6%Reduced
Brown Wealth Management, LLC571$237.3K0.05%+571New
One Wealth Advisors, LLC570$237.0K0.03%+570New
Seros Financial, LLC569$236.6K0.12%−241−29.8%Reduced
Vicus Capital569$236.5K0.02%+569New
Flywheel Private Wealth LLC567$235.7K0.12%+567New
Berry Wealth Group, LP567$235.6K0.76%+567New
Challenger Wealth Management566$235.3K0.17%+566New
Prelude Capital Management, LLC566$235.2K0.02%+566New
Integrity Financial Corp566$235.2K0.11%+566New
Exit Wealth Advisors, LLC.566$235.2K0.11%+566New
WealthBridge Capital Management, LLC566$235.2K0.05%+566New
My Purposeful Wealth Corp.566$235.2K0.04%+566New
Orgel Wealth Management, LLC565$234.8K0.00%+565New
25 LLC564$234.4K0.06%+564New
Ballew Advisors, Inc551$234.2K0.12%+551New
Atlas Private Wealth Advisors563$234.0K0.05%+563New
Accelerate Investment Advisors LLC562$233.6K0.13%+562New
Valley Brook Capital Group562$233.6K0.13%+562New
Howard Bailey Securities, LLC562$233.6K0.09%+562New
Voisard Asset Management Group, Inc.561$233.2K0.04%+561New
Wedgewood Investors Inc561$233.2K0.24%+561New
Plan Group Financial, LLC560$232.9K0.05%+560New
Dynamic Financial Group560$232.8K0.18%+560New
Cogent Private Wealth, Inc.560$232.8K0.15%+560New
Axiom Financial Strategies, LLC558$231.9K0.07%+558New
Cape Investment Advisory, Inc.557$231.7K0.06%+557New
Ridgecrest Wealth Partners, LLC557$231.5K0.11%+557New
Legacy Capital Wealth Management, LLC557$231.5K0.11%+557New
WMG Financial Advisors, LLC556$231.1K0.09%−278−33.3%Reduced
First Financial Bank - Trust Division556$231.1K0.02%+556New
Walker Asset Management, LLC551$229.1K0.12%+551New
Saiph Capital, LLC551$229.0K0.07%+551New
Founders Capital Management550$228.6K0.10%00.0%Unchanged
Baltimore-Washington Financial Advisors, Inc.549$228.6K0.01%+549New
LightSquare Wealth Management, LLC549$228.3K0.16%+549New
Blom & Howell Financial Planning, Inc.549$228.2K0.19%+549New
Cura Wealth Advisors, LLC548$227.6K0.10%+548New
Northwest Wealth Management, LLC547$227.4K0.03%+547New
FreeGulliver LLC547$227.3K0.08%+547New
Centerpoint Advisory Group547$227.3K0.14%+547New
Shakespeare Wealth Management, Inc.546$226.9K0.06%+546New
Davidson Trust Co545$226.5K0.09%+545New
MN Wealth Advisors, LLC544$226.3K0.10%−617−53.1%Reduced
Park Place Capital Corp544$226.1K0.04%−1,868−77.4%Reduced
Legacy Wealth Managment, LLC544$225.9K0.09%−147−21.3%Reduced
Shepherd Financial Partners LLC543$225.9K0.02%+543New
J.E. Simmons & Co., P.C.543$225.7K0.13%+543New
Stonebridge Financial Group, LLC543$225.6K0.02%+543New
Hibernia Wealth Partners, LLC542$225.2K0.12%+542New
Ducere Wealth Management LLC541$224.8K0.07%+541New
Spectrum Asset Management, Inc. (NB/CA)538$223.6K0.06%+538New
Meridian Financial Partners LLC534$223.5K0.08%+534New
DRW Securities, LLC537$223.2K0.01%−1,990−78.7%Reduced
Brio Consultants, LLC537$223.2K0.03%−19−3.4%Reduced
Global Trust Asset Management, LLC536$222.8K0.07%−22−3.9%Reduced
Wealthedge Investment Advisors, LLC535$222.5K0.08%−8,085−93.8%Reduced
Wealth Watch Advisors, INC535$222.4K0.07%+535New
Tactive Advisors, LLC535$222.4K0.05%+535New
Curran Financial Partners, LLC533$221.6K0.03%+533New
Flaharty Asset Management, LLC520$221.2K0.32%−1,818−77.8%Reduced