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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 200 | $83.1K | 0.02% | 00.0% | Unchanged |
| Sankala Group LLC | 209 | $82.7K | 0.06% | −7−3.2% | Reduced |
| BankPlus Trust Department | 194 | $80.6K | 0.02% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 182 | $78.5K | 0.01% | +182 | New |
| Motco | 185 | $76.9K | 0.01% | +16+9.5% | Added |
| Atwood & Palmer Inc | 181 | $75.2K | 0.00% | −88−32.7% | Reduced |
| Hughes Financial Services, LLC | 180 | $74.8K | 0.01% | −95−34.5% | Reduced |
| Capula Management Ltd | 179 | $74.4K | 0.00% | −548−75.4% | Reduced |
| Kilter Group LLC | 178 | $74.0K | 0.03% | +2+1.1% | Added |
| Entrust Financial LLC | 171 | $71.1K | 0.05% | −13−7.1% | Reduced |
| Evolution Wealth Management Inc. | 168 | $69.8K | 0.04% | +39+30.2% | Added |
| VSM Wealth Advisory, LLC | 166 | $69.1K | 0.02% | +1+0.6% | Added |
| Barnes Dennig Private Wealth Management LLC | 165 | $68.6K | 0.05% | +4+2.5% | Added |
| Noble Wealth Management PBC | 165 | $68.6K | 0.03% | +5+3.1% | Added |
| Valued Wealth Advisors LLC | 165 | $68.6K | 0.02% | +6+3.8% | Added |
| Costello Asset Management, INC | 163 | $67.7K | 0.02% | −18−9.9% | Reduced |
| Bullock Wealth Management Group | 158 | $67.4K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 163 | $67.0K | 0.02% | +5+3.2% | Added |
| Miller Capital Partners, Inc. | 160 | $66.5K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 158 | $65.7K | 0.02% | +5+3.3% | Added |
| WestEnd Advisors, LLC | 156 | $64.9K | 0.00% | +3+2.0% | Added |
| High Point Wealth Management, LLC | 153 | $63.7K | 0.05% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 152 | $63.2K | 0.04% | −358−70.2% | Reduced |
| REYL & Cie S.A. | 232 | $62.9K | 0.07% | +232 | New |
| Your Advocates Ltd., LLP | 150 | $62.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 150 | $62.3K | 0.03% | +150 | New |
| Sumitomo Mitsui Financial Group, Inc. | 150 | $62.3K | 0.00% | +150 | New |
| Coston, McIsaac & Partners | 149 | $62.0K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 149 | $61.9K | 0.04% | 00.0% | Unchanged |
| Matrix Trust Co | 146 | $61.0K | 0.01% | +29+24.8% | Added |
| Delta Asset Management LLC | 145 | $60.4K | 0.01% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 145 | $60.2K | 0.03% | −2−1.4% | Reduced |
| American Capital Advisory, LLC | 143 | $59.4K | 0.02% | −431−75.1% | Reduced |
| Key Capital Management, INC | 142 | $59.0K | 0.03% | −280−66.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 142 | $59.0K | 0.03% | −6−4.1% | Reduced |
| Nemes Rush Group LLC | 140 | $58.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 138 | $57.4K | 0.00% | −130−48.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 135 | $56.0K | 0.04% | +2+1.5% | Added |
| Curat Global, LLC | 168 | $54.1K | 0.05% | −52−23.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 129 | $53.6K | 0.01% | +36+38.7% | Added |
| Darwin Advisors, LLC | 127 | $53.0K | 0.01% | −49−27.8% | Reduced |
| Avalon Trust Co | 124 | $51.5K | 0.00% | +11+9.7% | Added |
| Retirement Wealth Solutions LLC | 123 | $51.2K | 0.03% | +1+0.8% | Added |
| Napier Financial, LLC | 122 | $50.7K | 0.01% | −146−54.5% | Reduced |
| IAG Wealth Partners, LLC | 122 | $50.7K | 0.01% | +50+69.4% | Added |
| Core Capital Management & Research, inc. | 124 | $49.4K | 0.03% | +124 | New |
| Strategic Investment Solutions, Inc. | 117 | $48.8K | 0.01% | −280−70.5% | Reduced |
| Sfam, LLC | 116 | $48.2K | 0.04% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 115 | $47.8K | 0.04% | −5−4.2% | Reduced |
| McGuire Capital Advisors Inc | 113 | $46.8K | 0.03% | +10+9.7% | Added |
| Vision Retirement, LLC | 111 | $46.1K | 0.01% | −5−4.3% | Reduced |
| Bitterroot Capital Advisors LLC | 110 | $45.7K | 0.03% | −30−21.4% | Reduced |
| Premier Financial Group | 110 | $45.7K | 0.01% | +110 | New |
| Cedar Mountain Advisors, LLC | 106 | $44.1K | 0.01% | +4+3.9% | Added |
| Berbice Capital Management LLC | 106 | $44.1K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 103 | $42.8K | 0.01% | +103 | New |
| Comprehensive Financial Planning, Inc. | 103 | $42.7K | 0.02% | +1+1.0% | Added |
| Roble, Belko & Company, Inc | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $41.6K | 0.02% | −2,091−95.4% | Reduced |
| Vision Financial Markets LLC | 100 | $41.6K | 0.04% | 00.0% | Unchanged |
| Atomic Invest LLC | 99 | $41.4K | 0.00% | +38+62.3% | Added |
| Solstein Capital, LLC | 98 | $40.7K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 98 | $40.7K | 0.01% | +70+250.0% | Added |
| Align Financial, LLC | 96 | $39.9K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 93 | $38.7K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 93 | $38.7K | 0.02% | +33+55.0% | Added |
| Front Row Advisors LLC | 96 | $38.6K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 92 | $38.2K | 0.02% | +2+2.2% | Added |
| Redwood Park Advisors LLC | 91 | $37.9K | 0.03% | 00.0% | Unchanged |
| Regatta Research & Money Management | 92 | $37.8K | 0.04% | +92 | New |
| Signature Resources Capital Management, LLC | 90 | $37.4K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 85 | $36.4K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 85 | $35.2K | 0.02% | +1+1.2% | Added |
| Albion Financial Group | 83 | $34.5K | 0.00% | +55+196.4% | Added |
| 1248 Management, LLC | 83 | $34.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 82 | $34.1K | 0.01% | +21+34.4% | Added |
| Capital Advisor Network LLC | 82 | $34.1K | 0.04% | +82 | New |
| Beacon Financial Strategies CORP | 80 | $33.3K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 78 | $32.6K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 78 | $32.4K | 0.02% | +10+14.7% | Added |
| Evolution Advisers, Inc. | 78 | $32.0K | 0.01% | +3+4.0% | Added |
| Dougherty Wealth Advisers LLC | 76 | $31.6K | 0.02% | +76 | New |
| Vermillion Wealth Management, Inc. | 75 | $31.3K | 0.01% | −6−7.4% | Reduced |
| Aberdeen Wealth Management LLC | 75 | $31.2K | 0.01% | +75 | New |
| Cranbrook Wealth Management, LLC | 74 | $30.8K | 0.01% | −13−14.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 70 | $29.2K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 70 | $29.1K | 0.01% | +70 | New |
| Insight Financial Services | 69 | $29.0K | 0.01% | +14+25.5% | Added |
| Daytona Street Capital LLC | 68 | $28.8K | 0.02% | 00.0% | Unchanged |
| Hyposwiss Advisors SA | 68 | $28.3K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 68 | $28.3K | 0.01% | +68 | New |
| Syntax Research, Inc. | 67 | $27.8K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 66 | $27.4K | 0.00% | −5−7.0% | Reduced |
| Fairman Group, LLC | 66 | $27.4K | 0.02% | +1+1.5% | Added |
| Vanguard Advisers Inc | 65 | $27.1K | 0.00% | +59+983.3% | Added |
| Wormser Freres Gestion | 65 | $27.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 62 | $25.8K | 0.01% | −10−13.9% | Reduced |
| Gill Capital Partners, LLC | 62 | $25.8K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 60 | $24.9K | 0.02% | −40−40.0% | Reduced |
| Battery Global Advisors, LLC | 60 | $24.9K | 0.01% | 00.0% | Unchanged |