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: 40 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 |
|---|---|---|---|---|---|
| Reyes Financial Architecture, Inc. | 59 | $24.6K | 0.01% | +23+63.9% | Added |
| Clark Wealth Partners | 59 | $24.5K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 59 | $24.5K | 0.00% | −1,063−94.7% | Reduced |
| Forum Finance Group S.A. | 70 | $24.0K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 57 | $23.7K | 0.03% | −285−83.3% | Reduced |
| Knott David M Jr | 57 | $23.7K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 57 | $23.7K | 0.01% | +15+35.7% | Added |
| Bullseye Investment Management, LLC | 55 | $22.9K | 0.01% | −655−92.3% | Reduced |
| Kimelman & Baird, LLC | 54 | $22.4K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 54 | $22.4K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 53 | $22.0K | 0.01% | +53 | New |
| Pflug Koory, LLC | 52 | $21.6K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 52 | $21.6K | 0.01% | +17+48.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 51 | $21.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 51 | $21.2K | 0.00% | +50+5,000.0% | Added |
| Riverview Trust Co | 50 | $20.8K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 50 | $20.8K | 0.01% | −16−24.2% | Reduced |
| 1 North Wealth Services LLC | 48 | $19.9K | 0.01% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 48 | $19.8K | 0.02% | +48 | New |
| Rogco, LP | 47 | $19.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 47 | $19.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 46 | $19.1K | 0.00% | +6+15.0% | Added |
| Wellington-Altus USA Inc. | 67 | $18.1K | 0.01% | +33+97.1% | Added |
| DecisionPoint Financial, LLC | 42 | $17.9K | 0.00% | +3+7.7% | Added |
| RHL Group, LLC | 40 | $16.6K | 0.01% | +1+2.6% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 39 | $16.2K | 0.02% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 38 | $15.8K | 0.01% | −185−83.0% | Reduced |
| Tacita Capital Inc | 38 | $15.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $15.4K | 0.02% | −89−70.6% | Reduced |
| Burk Holdings LLC | 37 | $15.4K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 37 | $15.4K | 0.00% | +7+23.3% | Added |
| Heritage Wealth Advisors | 34 | $14.1K | 0.00% | −166−83.0% | Reduced |
| Kings Path Partners LLC | 34 | $14.1K | 0.00% | +34 | New |
| Halbert Hargrove Global Advisors, LLC | 34 | $14.0K | 0.00% | −7−17.1% | Reduced |
| PFS Partners, LLC | 33 | $13.7K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 33 | $13.7K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 31 | $12.9K | 0.00% | −101−76.5% | Reduced |
| Bellevue Asset Management, LLC | 31 | $12.9K | 0.01% | +9+40.9% | Added |
| Philadelphia Investment Partners, LLC | 30 | $12.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 29 | $12.1K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 28 | $11.6K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 28 | $11.6K | 0.00% | +23+460.0% | Added |
| Park Square Financial Group, LLC | 27 | $11.2K | 0.10% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 27 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 26 | $10.8K | 0.00% | +15+136.4% | Added |
| Silicon Valley Capital Partners | 26 | $10.8K | 0.00% | −34,245−99.9% | Reduced |
| Godsey & Gibb Associates | 25 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $10.4K | 0.00% | +1+4.2% | Added |
| Bard Associates Inc | 25 | $10.4K | 0.00% | +15+150.0% | Added |
| Investors Portfolio Services LLC | 24 | $10.1K | 0.01% | +2+9.1% | Added |
| First Pacific Financial | 21 | $8.73K | 0.00% | +10+90.9% | Added |
| Strive Financial Group ,LLC | 21 | $8.73K | 0.00% | −178−89.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 21 | $8.73K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 21 | $8.70K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 20 | $8.31K | 0.01% | −44−68.8% | Reduced |
| PayPay Securities Corp | 20 | $8.31K | 0.32% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $8.31K | 0.00% | +17+566.7% | Added |
| FWL Investment Management, LLC | 20 | $8.31K | 0.00% | +20 | New |
| Legacy Bridge, LLC | 16 | $6.65K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $6.65K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 15 | $6.23K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $5.82K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 13 | $5.40K | 0.00% | +5+62.5% | Added |
| Catherine Avery Investment Management LLC | 13 | $5.40K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $4.99K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 12 | $4.87K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $4.57K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $4.16K | 0.01% | −3,448−99.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 9 | $3.83K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 8 | $3.33K | 0.00% | −1−11.1% | Reduced |
| Carolina Wealth Advisors, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 7 | $3.09K | 0.01% | +7 | New |
| Navigoe, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 7 | $2.91K | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 6 | $2.49K | 0.00% | −40−87.0% | Reduced |
| Sawyer & Company, Inc | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 5 | $2.08K | 0.00% | −11−68.8% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $2.08K | 0.00% | −5−50.0% | Reduced |
| MPWM Advisory Solutions, LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $2.00K | 0.00% | +5 | New |
| Networth Advisors, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 4 | $1.66K | 0.00% | −13−76.5% | Reduced |
| Orion Capital Management LLC | 4 | $1.66K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 3 | $1.25K | 0.00% | +2+200.0% | Added |
| 3 Factor Indexing, LLC | 3 | $1.25K | 0.00% | +2+200.0% | Added |
| Cordant, Inc. | 2 | $920 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $832 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 1 | $425 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $416 | 0.00% | −14,314−100.0% | Reduced |
| Chelsea Counsel Co | 1 | $416 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 18 | – | – | 00.0% | Unchanged |
| Crake Asset Management LLP | 0 | $0 | 0.00% | −152,896−100.0% | Sold out |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 0 | $0 | 0.00% | −130,310−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −117,643−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −111,658−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −107,954−100.0% | Sold out |