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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 450 | $187.0K | 0.04% | −300−40.0% | Reduced |
| City State Bank | 446 | $185.4K | 0.04% | +2+0.5% | Added |
| Hoese & Co LLP | 445 | $185.0K | 0.12% | −300−40.3% | Reduced |
| Indiana Trust & Investment Management CO | 441 | $183.3K | 0.05% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 440 | $182.9K | 0.09% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 439 | $182.7K | 0.04% | +300+215.8% | Added |
| IMG Wealth Management, Inc. | 431 | $179.1K | 0.10% | +82+23.5% | Added |
| Arlington Trust Co LLC | 428 | $177.9K | 0.02% | +64+17.6% | Added |
| Quaker Wealth Management, LLC | 425 | $176.8K | 0.05% | +7+1.7% | Added |
| Bravera Wealth | 420 | $174.6K | 0.07% | −53−11.2% | Reduced |
| Ares Financial Consulting, LLC | 419 | $174.0K | 0.12% | +28+7.2% | Added |
| WPG Advisers, LLC | 412 | $171.2K | 0.10% | +90+28.0% | Added |
| Fortitude Family Office, LLC | 411 | $170.9K | 0.03% | +145+54.5% | Added |
| Ni Acquisitions Company, LLC | 411 | $170.8K | 0.07% | +411 | New |
| First Community Trust NA | 408 | $169.6K | 0.08% | 00.0% | Unchanged |
| Sachetta, LLC | 406 | $168.6K | 0.08% | +52+14.7% | Added |
| Innovative Asset Advisors Group, LLC | 402 | $167.1K | 0.07% | +402 | New |
| Monetary Solutions, Ltd | 399 | $165.8K | 0.14% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 398 | $165.4K | 0.03% | +10+2.6% | Added |
| Tidemark, LLC | 374 | $155.4K | 0.03% | +86+29.9% | Added |
| Strengthening Families & Communities, LLC | 372 | $154.6K | 0.03% | −40−9.7% | Reduced |
| Kennebec Savings Bank | 370 | $153.8K | 0.12% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 368 | $153.0K | 0.07% | +40+12.2% | Added |
| ZRC Wealth Management, LLC | 368 | $153.0K | 0.05% | +123+50.2% | Added |
| Hikari Tsushin, Inc. | 365 | $151.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 361 | $150.2K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 361 | $150.2K | 0.02% | +7+2.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 357 | $148.4K | 0.00% | −177−33.1% | Reduced |
| Ankerstar Wealth, LLC | 356 | $148.0K | 0.12% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 355 | $147.5K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 351 | $145.9K | 0.02% | +105+42.7% | Added |
| Western Pacific Wealth Management, LP | 347 | $144.2K | 0.13% | −50−12.6% | Reduced |
| Pacific Center for Financial Services | 344 | $143.0K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 344 | $143.0K | 0.08% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 341 | $141.5K | 0.16% | +2+0.6% | Added |
| Alpine Bank Wealth Management | 340 | $141.3K | 0.02% | +340 | New |
| Private Wealth Management Group, LLC | 333 | $138.4K | 0.03% | −20−5.7% | Reduced |
| Action Point Financial Planning, LLC | 339 | $138.0K | 0.01% | +339 | New |
| Moisand Fitzgerald Tamayo, LLC | 331 | $137.6K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 330 | $137.2K | 0.12% | −140−29.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 325 | $135.1K | 0.09% | 00.0% | Unchanged |
| Standard Family Office LLC | 324 | $134.7K | 0.12% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 322 | $134.5K | 0.05% | −10−3.0% | Reduced |
| StrongBox Wealth, LLC | 317 | $131.8K | 0.04% | +317 | New |
| Wolff Wiese Magana LLC | 310 | $128.8K | 0.06% | +9+3.0% | Added |
| Maj Invest Holding A/S | 307 | $128.0K | 0.01% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 307 | $127.6K | 0.08% | −653−68.0% | Reduced |
| Kemnay Advisory Services Inc. | 303 | $125.9K | 0.02% | −38−11.1% | Reduced |
| Joseph Group Capital Management | 303 | $125.9K | 0.03% | +164+118.0% | Added |
| MB, Levis & Associates, LLC | 302 | $125.6K | 0.05% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 301 | $125.1K | 0.19% | +301 | New |
| Copeland Capital Management, LLC | 300 | $124.7K | 0.00% | −420−58.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 297 | $123.8K | 0.05% | +12+4.2% | Added |
| Dunhill Financial, LLC | 292 | $121.7K | 0.02% | −37−11.2% | Reduced |
| Highline Wealth Partners LLC | 291 | $120.8K | 0.02% | −35−10.7% | Reduced |
| Aspect Partners, LLC | 283 | $117.6K | 0.04% | −6−2.1% | Reduced |
| Security National Bank | 283 | $117.6K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 283 | $117.6K | 0.08% | 00.0% | Unchanged |
| Gs Investments, Inc. | 278 | $115.5K | 0.08% | −6,060−95.6% | Reduced |
| Financial Avengers, Inc. | 277 | $115.3K | 0.05% | +1+0.4% | Added |
| Raffa Wealth Management, LLC | 277 | $115.1K | 0.01% | −14−4.8% | Reduced |
| Blume Capital Management, Inc. | 275 | $114.3K | 0.02% | −15−5.2% | Reduced |
| Kozak & Associates, Inc. | 267 | $114.0K | 0.02% | −80−23.1% | Reduced |
| TD Capital Management LLC | 273 | $113.5K | 0.01% | −2−0.7% | Reduced |
| MRP Capital Investments, LLC | 273 | $113.5K | 0.08% | −50−15.5% | Reduced |
| Trust Co | 271 | $112.6K | 0.01% | −66−19.6% | Reduced |
| Abound Wealth Management | 271 | $112.6K | 0.02% | −498−64.8% | Reduced |
| Addison Advisors LLC | 267 | $111.0K | 0.05% | −503−65.3% | Reduced |
| Sherman Asset Management, Inc. | 260 | $108.1K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 258 | $107.2K | 0.00% | −106−29.1% | Reduced |
| Operose Advisors LLC | 256 | $106.4K | 0.02% | −539−67.8% | Reduced |
| Lummis Asset Management, LP | 256 | $106.4K | 0.06% | +7+2.8% | Added |
| GoalVest Advisory LLC | 256 | $106.4K | 0.02% | +51+24.9% | Added |
| Pin Oak Investment Advisors Inc | 256 | $106.0K | 0.08% | +4+1.6% | Added |
| Smallwood Wealth Investment Management, LLC | 254 | $105.6K | 0.05% | 00.0% | Unchanged |
| NorthAvenue LLC | 250 | $103.9K | 0.07% | 00.0% | Unchanged |
| NBH Bank | 248 | $103.1K | 0.04% | +248 | New |
| Tradewinds Capital Management, LLC | 247 | $102.7K | 0.02% | −7−2.8% | Reduced |
| Asset Planning,Inc | 246 | $102.2K | 0.07% | −156−38.8% | Reduced |
| Consultiva Wealth Management, Corp. | 241 | $100.2K | 0.23% | 00.0% | Unchanged |
| Bank of New Hampshire | 240 | $99.8K | 0.02% | −2−0.8% | Reduced |
| Copia Wealth Management | 240 | $99.8K | 0.06% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 235 | $97.7K | 0.04% | +135+135.0% | Added |
| TrustBank | 235 | $97.7K | 0.03% | +235 | New |
| Downshift Financial, LLC | 234 | $97.2K | 0.04% | +234 | New |
| Canton Hathaway, LLC | 230 | $95.6K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 229 | $95.0K | 0.06% | +2+0.9% | Added |
| Westfuller Advisors, LLC | 228 | $94.9K | 0.03% | +69+43.4% | Added |
| Antipodes Partners Ltd | 228 | $94.8K | 0.00% | +228 | New |
| Provenance Wealth Advisors, LLC | 227 | $94.3K | 0.01% | +48+26.8% | Added |
| Community Financial Services Group, LLC | 219 | $93.4K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 221 | $92.0K | 0.02% | +221 | New |
| Truvestments Capital LLC | 215 | $89.5K | 0.01% | −492−69.6% | Reduced |
| Ogorek Anthony Joseph | 215 | $89.0K | 0.02% | +4+1.9% | Added |
| Blue Bell Private Wealth Management, LLC | 214 | $88.9K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 212 | $88.1K | 0.02% | +66+45.2% | Added |
| Glass Jacobson Investment Advisors llc | 211 | $87.9K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 209 | $86.9K | 0.04% | +209 | New |
| Beaird Harris Wealth Management, LLC | 204 | $84.6K | 0.01% | +68+50.0% | Added |
| ROSS\JOHNSON & Associates LLC | 202 | $84.0K | 1.31% | 00.0% | Unchanged |