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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 62,682 | $26.1M | 0.40% | +1,515+2.5% | Added |
| Distillate Capital Partners LLC | 62,058 | $25.8M | 1.34% | −4,022−6.1% | Reduced |
| Wesleyan Assurance Society | 61,795 | $25.7M | 1.30% | 00.0% | Unchanged |
| Man Group plc | 61,679 | $25.6M | 0.05% | +20,360+49.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 61,421 | $25.5M | 0.36% | −912−1.5% | Reduced |
| Avanza Fonder AB | 60,556 | $25.2M | 0.55% | −4,596−7.1% | Reduced |
| Azimuth Capital Investment Management LLC | 60,311 | $25.1M | 0.85% | +34,568+134.3% | Added |
| Callan Family Office, LLC | 59,730 | $24.8M | 0.49% | +351+0.6% | Added |
| CapWealth Advisors, LLC | 59,372 | $24.7M | 1.69% | +370+0.6% | Added |
| Bokf, NA | 59,274 | $24.6M | 0.34% | +25,141+73.7% | Added |
| First Long Island Investors, LLC | 58,973 | $24.5M | 1.74% | +6,333+12.0% | Added |
| HB Wealth Management, LLC | 58,523 | $24.3M | 0.14% | +9,295+18.9% | Added |
| Stock Yards Bank & Trust Co | 57,834 | $24.0M | 0.69% | −2,357−3.9% | Reduced |
| Mill Capital Management, LLC | 57,584 | $23.9M | 1.60% | −1,887−3.2% | Reduced |
| Kentucky Retirement Systems | 57,448 | $23.9M | 0.59% | −25,671−30.9% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $23.8M | 0.64% | 00.0% | Unchanged |
| Centiva Capital, LP | 57,173 | $23.8M | 0.80% | −5,922−9.4% | Reduced |
| Verition Fund Management LLC | 57,080 | $23.7M | 0.17% | +15,443+37.1% | Added |
| Midwest Trust Co | 56,860 | $23.6M | 0.27% | +15,846+38.6% | Added |
| Sequoia Financial Advisors, LLC | 56,842 | $23.6M | 0.12% | +2,741+5.1% | Added |
| Illinois Municipal Retirement Fund | 56,649 | $23.5M | 0.27% | −3,066−5.1% | Reduced |
| Parkman Healthcare Partners LLC | 55,921 | $23.2M | 2.39% | +55,921 | New |
| RBF Capital, LLC | 55,000 | $22.9M | 0.96% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 54,979 | $22.9M | 0.19% | +14,028+34.3% | Added |
| Tokio Marine Asset Management Co Ltd | 54,927 | $22.8M | 0.71% | +1,081+2.0% | Added |
| Crawford Investment Counsel Inc | 54,914 | $22.8M | 0.38% | +54,914 | New |
| Guggenheim Capital LLC | 54,858 | $22.8M | 0.15% | −6,656−10.8% | Reduced |
| AustralianSuper Pty Ltd | 54,392 | $22.6M | 0.10% | +38,926+251.7% | Added |
| Warther Private Wealth, LLC | 53,409 | $22.2M | 4.87% | −64,423−54.7% | Reduced |
| Private Advisor Group, LLC | 53,409 | $22.2M | 0.10% | −12,871−19.4% | Reduced |
| Bailard, Inc. | 53,368 | $22.2M | 0.45% | −29−0.1% | Reduced |
| Novare Capital Management LLC | 53,315 | $22.2M | 1.57% | −1,367−2.5% | Reduced |
| Generate Investment Management Ltd | 53,148 | $22.1M | 0.91% | +15,521+41.2% | Added |
| Sava Infond d.o.o. | 53,018 | $22.0M | 1.56% | +33,508+171.7% | Added |
| Snowden Capital Advisors LLC | 52,494 | $21.8M | 0.52% | −35,661−40.5% | Reduced |
| Opal Capital LLC | 52,435 | $21.8M | 3.89% | +17,508+50.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 52,234 | $21.7M | 0.65% | −7,788−13.0% | Reduced |
| Old National Bancorp | 52,077 | $21.6M | 0.43% | +3,690+7.6% | Added |
| Level Four Advisory Services, LLC | 51,931 | $21.6M | 0.61% | −2,655−4.9% | Reduced |
| 71 West Capital Partners | 51,511 | $21.4M | 0.74% | +3,450+7.2% | Added |
| Diversified Trust Co | 51,431 | $21.4M | 0.34% | −1,402−2.7% | Reduced |
| Eversept Partners, LP | 51,145 | $21.3M | 1.16% | +51,145 | New |
| CTC LLC | 51,033 | $21.2M | 1.25% | +51,033 | New |
| Canoe Financial LP | 50,838 | $21.1M | 0.26% | +5,399+11.9% | Added |
| GFS Advisors, LLC | 50,341 | $20.9M | 2.39% | −7,755−13.3% | Reduced |
| Hartford Investment Management Co | 50,214 | $20.9M | 0.59% | −1,398−2.7% | Reduced |
| Cohen Capital Management, Inc. | 49,913 | $20.7M | 2.82% | −570−1.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 49,906 | $20.7M | 1.29% | −4,948−9.0% | Reduced |
| Bleakley Financial Group, LLC | 49,683 | $20.6M | 0.26% | +19,277+63.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 49,469 | $20.6M | 3.13% | −2,767−5.3% | Reduced |
| Achmea Investment Management B.V. | 48,996 | $20.4M | 0.51% | −4,769−8.9% | Reduced |
| D'Orazio & Associates, Inc. | 48,884 | $20.3M | 2.35% | +569+1.2% | Added |
| OpenArc Corporate Advisory, LLC | 48,833 | $20.3M | 0.24% | +5,034+11.5% | Added |
| Maryland State Retirement & Pension System | 48,656 | $20.2M | 0.35% | +2,970+6.5% | Added |
| Intact Investment Management Inc. | 48,370 | $20.1M | 0.57% | +4,470+10.2% | Added |
| Huntington National Bank | 48,142 | $20.0M | 0.10% | −1,787−3.6% | Reduced |
| Univest Financial Corp | 48,034 | $20.0M | 0.98% | −1,637−3.3% | Reduced |
| Peapack Gladstone Financial Corp | 48,031 | $20.0M | 0.23% | −7,521−13.5% | Reduced |
| Associated Banc-Corp | 47,003 | $19.5M | 0.46% | −813−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 46,643 | $19.4M | 0.62% | −1,360−2.8% | Reduced |
| Fiduciary Trust Co | 46,406 | $19.3M | 0.21% | −1,818−3.8% | Reduced |
| Louisiana State Employees Retirement System | 46,400 | $19.3M | 0.29% | +200+0.4% | Added |
| First Financial Bankshares Inc | 46,399 | $19.3M | 0.36% | −434−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 46,297 | $19.2M | 0.18% | +14,525+45.7% | Added |
| Fisher Funds Management LTD | 46,062 | $19.1M | 0.55% | −2,668−5.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 45,258 | $18.8M | 0.71% | +2,401+5.6% | Added |
| Intesa Sanpaolo S.p.A. | 45,121 | $18.7M | 0.67% | −5,095−10.1% | Reduced |
| New Mexico Educational Retirement Board | 45,020 | $18.7M | 0.47% | +2,600+6.1% | Added |
| Stephens Inc | 44,658 | $18.6M | 0.21% | +4,695+11.7% | Added |
| DDD Partners, LLC | 44,518 | $18.5M | 1.16% | +641+1.5% | Added |
| IMC-Chicago, LLC | 44,389 | $18.4M | 0.17% | +44,389 | New |
| Strong Tower Advisory Services | 44,271 | $18.4M | 3.30% | −342−0.8% | Reduced |
| S&CO Inc | 43,984 | $18.3M | 1.06% | −88−0.2% | Reduced |
| Patten & Patten Inc | 43,934 | $18.3M | 0.97% | −1,056−2.3% | Reduced |
| Trust Co of Virginia | 43,005 | $17.9M | 1.35% | +320+0.7% | Added |
| NewEdge Wealth, LLC | 42,490 | $17.7M | 0.18% | +5,694+15.5% | Added |
| Pittenger & Anderson Inc | 42,482 | $17.7M | 0.63% | +42,482 | New |
| Alberta Investment Management Corp | 42,400 | $17.6M | 0.10% | +42,400 | New |
| Madison Asset Management, LLC | 42,380 | $17.6M | 0.21% | +834+2.0% | Added |
| First Eagle Investment Management, LLC | 42,364 | $17.6M | 0.03% | +1,560+3.8% | Added |
| Prospera Financial Services Inc | 42,278 | $17.6M | 0.26% | −3,779−8.2% | Reduced |
| Simplify Asset Management Inc. | 42,212 | $17.5M | 0.25% | +39,311+1,355.1% | Added |
| Meeder Asset Management Inc | 41,792 | $17.4M | 0.89% | +23,452+127.9% | Added |
| Summit Financial Wealth Advisors, LLC | 41,672 | $17.3M | 2.21% | +11,766+39.3% | Added |
| Eagle Global Advisors LLC | 41,651 | $17.3M | 0.57% | −1,079−2.5% | Reduced |
| UNICOM Systems, Inc. | 41,434 | $17.2M | 1.12% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 41,408 | $17.2M | 1.01% | −1,252−2.9% | Reduced |
| Vise Technologies, Inc. | 41,380 | $17.2M | 0.19% | +17,718+74.9% | Added |
| Appleton Partners Inc | 40,664 | $16.9M | 1.04% | −946−2.3% | Reduced |
| CBOE Vest Financial, LLC | 40,625 | $16.9M | 0.18% | −24−0.1% | Reduced |
| Private Advisory Group LLC | 40,598 | $16.9M | 0.94% | −3,461−7.9% | Reduced |
| Calamos Wealth Management LLC | 40,455 | $16.8M | 0.51% | +29,872+282.3% | Added |
| Advisory Services Network, LLC | 40,028 | $16.6M | 0.19% | −2,633−6.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 39,866 | $16.6M | 0.60% | +3,434+9.4% | Added |
| Haverford Trust Co | 39,455 | $16.4M | 0.14% | −4,154−9.5% | Reduced |
| Ibex Wealth Advisors | 39,448 | $16.4M | 1.28% | +13,559+52.4% | Added |
| Investment House LLC | 39,389 | $16.4M | 0.74% | −1,484−3.6% | Reduced |
| IFP Advisors, Inc | 39,233 | $16.3M | 0.29% | −5,562−12.4% | Reduced |
| JPL Wealth Management, LLC | 39,056 | $16.2M | 3.22% | +274+0.7% | Added |
| Stratos Wealth Partners, LTD. | 38,907 | $16.2M | 0.16% | +7,821+25.2% | Added |