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; 3,394 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
- Institutional holders
- 3,394
- +386 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
- 527
- 1,313 more added
- Sold out
- 141
- 1,268 more reduced
47 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 102,523 | $42.6M | 1.37% | −8,829−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,901 | $42.4M | 0.22% | +5,939+6.2% | Added |
| OP Asset Management Ltd | 101,403 | $42.1M | 0.45% | −57,925−36.4% | Reduced |
| Davidson Kempner Capital Management LP | 101,373 | $42.1M | 0.68% | +82,673+442.1% | Added |
| Rafferty Asset Management, LLC | 101,264 | $42.1M | 0.10% | +30,569+43.2% | Added |
| Conning Inc. | 101,113 | $42.0M | 1.26% | −29,336−22.5% | Reduced |
| Nearwater Capital Markets, Ltd | 100,000 | $41.6M | 0.72% | +10,000+11.1% | Added |
| National Philanthropic Trust | 99,208 | $41.2M | 0.60% | −158−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 99,195 | $41.2M | 0.43% | +27,774+38.9% | Added |
| Evelyn Partners Group Ltd | 97,967 | $40.7M | 0.76% | +97,967 | New |
| Leith Wheeler Investment Counsel Ltd. | 97,475 | $40.5M | 3.08% | −11,961−10.9% | Reduced |
| Samlyn Capital, LLC | 97,370 | $40.5M | 0.67% | +97,370 | New |
| Allstate Corp | 95,016 | $39.5M | 0.39% | +2,336+2.5% | Added |
| GWM Advisors LLC | 94,610 | $39.3M | 0.12% | +11,591+14.0% | Added |
| South Dakota Investment Council | 93,988 | $39.1M | 0.67% | −79,497−45.8% | Reduced |
| Bridgeway Capital Management, LLC | 93,783 | $39.0M | 0.69% | +3,714+4.1% | Added |
| Rhenman & Partners Asset Management AB | 93,600 | $38.9M | 3.67% | +48,100+105.7% | Added |
| MAI Capital Management | 93,560 | $38.9M | 0.15% | +32,259+52.6% | Added |
| Mutual of America Capital Management LLC | 93,355 | $38.8M | 0.38% | −2,817−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 96,955 | $38.6M | 0.77% | −7,877−7.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 90,350 | $37.6M | 5.95% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 89,772 | $37.3M | 1.43% | −23,132−20.5% | Reduced |
| Longaeva Partners L.P. | 88,930 | $37.0M | 1.07% | +68,930+344.7% | Added |
| Pinnacle Financial Partners, Inc. | 88,730 | $36.9M | 0.25% | −2,278−2.5% | Reduced |
| Boone Capital Management LLC | 88,687 | $36.9M | 8.62% | +9,461+11.9% | Added |
| Allworth Financial LP | 88,309 | $36.7M | 0.16% | −25,105−22.1% | Reduced |
| PFM Health Sciences, LP | 88,276 | $36.7M | 3.19% | +30,238+52.1% | Added |
| Long Focus Capital Management, LLC | 88,000 | $36.6M | 1.49% | −100,000−53.2% | Reduced |
| Causeway Capital Management LLC | 87,447 | $36.3M | 0.39% | +15,583+21.7% | Added |
| Liberty One Investment Management, LLC | 87,327 | $36.3M | 3.63% | +3,458+4.1% | Added |
| Sit Investment Associates Inc | 86,669 | $36.0M | 0.68% | −16,487−16.0% | Reduced |
| TCTC Holdings, LLC | 86,500 | $36.0M | 0.94% | −1,789−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 86,196 | $35.8M | 0.31% | +28,435+49.2% | Added |
| Gotham Asset Management, LLC | 85,497 | $35.5M | 0.08% | −641−0.7% | Reduced |
| D.A. Davidson & Co. | 85,018 | $35.3M | 0.20% | +5,949+7.5% | Added |
| Integral Health Asset Management, LLC | 85,000 | $35.3M | 1.45% | +85,000 | New |
| Academy Capital Management Inc | 84,959 | $35.3M | 4.67% | +132+0.2% | Added |
| Yousif Capital Management, LLC | 84,606 | $35.2M | 0.39% | −6,436−7.1% | Reduced |
| Perpetual Ltd | 84,327 | $35.0M | 0.50% | +4,165+5.2% | Added |
| Ironvine Capital Partners, LLC | 83,943 | $34.9M | 3.25% | +18,162+27.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 83,112 | $34.6M | 0.22% | −741−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 82,887 | $34.5M | 0.46% | −1,337−1.6% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 82,466 | $34.3M | 0.78% | +54+0.1% | Added |
| LGT Group Foundation | 81,736 | $34.0M | 0.38% | +55,558+212.2% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 81,245 | $33.8M | 0.54% | +4,262+5.5% | Added |
| Heritage Investors Management Corp | 80,002 | $33.3M | 0.92% | −402−0.5% | Reduced |
| Soleus Capital Management, L.P. | 80,000 | $33.3M | 1.15% | +80,000 | New |
| Palisade Asset Management, LLC | 79,856 | $33.2M | 3.06% | +211+0.3% | Added |
| Trajan Wealth LLC | 79,527 | $33.1M | 1.25% | −1,564−1.9% | Reduced |
| Benjamin Edwards Inc | 77,966 | $32.4M | 0.30% | +11,455+17.2% | Added |
| Prana Capital Management, LP | 77,955 | $32.4M | 0.99% | +77,955 | New |
| Los Angeles Capital Management LLC | 76,617 | $31.8M | 0.12% | −2,645−3.3% | Reduced |
| Marco Investment Management LLC | 76,363 | $31.7M | 2.09% | −150.0% | Reduced |
| KTF Investments, LLC | 76,304 | $31.7M | 3.21% | −1,082−1.4% | Reduced |
| Epoch Investment Partners, Inc. | 75,876 | $31.5M | 0.18% | +1,248+1.7% | Added |
| CapitalatWork S.A. | 75,775 | $31.5M | 0.79% | −22,495−22.9% | Reduced |
| Douglas Lane & Associates, LLC | 74,671 | $31.0M | 0.42% | −2,527−3.3% | Reduced |
| Allianz SE | 74,615 | $31.0M | 0.33% | +7,868+11.8% | Added |
| Ossiam | 74,017 | $30.8M | 0.41% | −43,848−37.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 73,567 | $30.6M | 1.07% | −732−1.0% | Reduced |
| Whittier Trust Co | 72,689 | $30.4M | 0.30% | +38,074+110.0% | Added |
| Mesirow Financial Investment Management, Inc. | 72,504 | $30.1M | 0.47% | −67−0.1% | Reduced |
| Abn Amro Investment Solutions | 72,210 | $30.0M | 0.26% | +12,533+21.0% | Added |
| Blair William & Co | 72,052 | $29.9M | 0.08% | −2,471−3.3% | Reduced |
| Atria Investments LLC | 71,840 | $29.9M | 0.30% | +10,887+17.9% | Added |
| Sterling Capital Management LLC | 71,771 | $29.8M | 0.51% | +15,137+26.7% | Added |
| Adams Diversified Equity Fund, Inc. | 71,500 | $29.7M | 0.91% | +30,500+74.4% | Added |
| Mizuho Securities USA LLC | 71,097 | $29.6M | 0.48% | +16,335+29.8% | Added |
| Aptus Capital Advisors, LLC | 71,068 | $29.5M | 0.22% | +13,270+23.0% | Added |
| Pacer Advisors, Inc. | 70,577 | $29.3M | 0.08% | −3,423−4.6% | Reduced |
| Gulf International Bank (UK) Ltd | 70,448 | $29.3M | 0.58% | +489+0.7% | Added |
| Bridges Investment Management Inc | 69,295 | $28.8M | 0.35% | +2,044+3.0% | Added |
| Evercore Wealth Management, LLC | 68,844 | $28.6M | 0.40% | −15,816−18.7% | Reduced |
| Annex Advisory Services, LLC | 68,577 | $28.5M | 0.49% | +42,157+159.6% | Added |
| Milford Funds Ltd | 68,386 | $28.4M | 0.46% | +68,386 | New |
| Nan Fung Trinity (HK) Ltd | 68,335 | $28.4M | 2.80% | −35,820−34.4% | Reduced |
| Brinker Capital Investments, LLC | 68,253 | $28.4M | 0.22% | +571+0.8% | Added |
| Vulcan Value Partners, LLC | 67,309 | $28.0M | 0.85% | −845,365−92.6% | Reduced |
| Investment Management Corp of Ontario | 67,062 | $27.9M | 0.35% | −12,922−16.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 66,560 | $27.7M | 0.65% | +31,934+92.2% | Added |
| Savant Capital, LLC | 75,328 | $27.6M | 0.08% | +49,185+188.1% | Added |
| Groupama Asset Managment | 65,529 | $27.5M | 0.35% | +8,509+14.9% | Added |
| Simplex Trading, LLC | 65,879 | $27.4M | 0.71% | −221,701−77.1% | Reduced |
| Woodbridge Co Ltd | 65,300 | $27.1M | 0.11% | 00.0% | Unchanged |
| BlackBarn Capital Partners LP | 65,000 | $27.0M | 6.72% | +65,000 | New |
| BloombergSen Inc. | 64,936 | $27.0M | 3.02% | −2,299−3.4% | Reduced |
| Cumberland Partners Ltd | 64,734 | $26.9M | 1.74% | −503−0.8% | Reduced |
| Community Trust & Investment Co | 64,215 | $26.7M | 1.38% | −1,154−1.8% | Reduced |
| Suvretta Capital Management, LLC | 64,130 | $26.7M | 0.56% | −36,500−36.3% | Reduced |
| Rock Springs Capital Management LP | 63,750 | $26.5M | 1.29% | +10,750+20.3% | Added |
| ArrowMark Colorado Holdings LLC | 63,630 | $26.4M | 1.10% | −3,075−4.6% | Reduced |
| Saudi Central Bank | 63,538 | $26.4M | 0.35% | +30,102+90.0% | Added |
| DSG Capital Advisors, LLC | 61,997 | $26.4M | 3.74% | −898−1.4% | Reduced |
| La Banque Postale Asset Management SA | 63,401 | $26.4M | 0.26% | +33,636+113.0% | Added |
| Arnhold LLC | 63,310 | $26.3M | 1.84% | −8,100−11.3% | Reduced |
| Norinchukin Bank, The | 63,267 | $26.3M | 0.26% | −1,997−3.1% | Reduced |
| Phoenix Holdings Ltd. | 63,190 | $26.3M | 0.18% | +15,982+33.9% | Added |
| Auxier Asset Management | 63,119 | $26.2M | 3.52% | −818−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 63,018 | $26.2M | 0.63% | +448+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 62,948 | $26.2M | 0.14% | +62,567+16,421.8% | Added |