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
- 3,395
- +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
- 1,269 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 | 3,394 | $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 |
|---|---|---|---|---|---|
| Bayban | 38,800 | $16.1M | 12.37% | −1,282−3.2% | Reduced |
| NWF Advisory Services Inc. | 38,537 | $16.0M | 1.51% | +495+1.3% | Added |
| Kinsale Capital Group, Inc. | 38,510 | $16.0M | 2.12% | +4,557+13.4% | Added |
| TrueMark Investments, LLC | 38,459 | $16.0M | 2.00% | +19,615+104.1% | Added |
| Capital International Sarl | 38,210 | $15.9M | 0.22% | −5,193−12.0% | Reduced |
| Northwest & Ethical Investments L.P. | 38,203 | $15.9M | 0.37% | −2,353−5.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,132 | $15.8M | 0.77% | −2,342−5.8% | Reduced |
| First National Trust Co | 38,130 | $15.8M | 0.54% | −2,810−6.9% | Reduced |
| KKM Financial LLC | 38,062 | $15.8M | 2.16% | +27,993+278.0% | Added |
| Premier Fund Managers Ltd | 37,491 | $15.7M | 1.42% | −645−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 37,810 | $15.7M | 0.17% | +5,907+18.5% | Added |
| Callahan Advisors, LLC | 37,538 | $15.6M | 1.18% | −894−2.3% | Reduced |
| Park Avenue Securities LLC | 37,087 | $15.4M | 0.10% | +7,669+26.1% | Added |
| United Capital Financial Advisers, LLC | 36,707 | $15.3M | 0.08% | +2,087+6.0% | Added |
| Stamos Capital Partners, L.P. | 36,620 | $15.2M | 2.33% | −17,977−32.9% | Reduced |
| RSM US Wealth Management LLC | 36,492 | $15.2M | 0.17% | +2,207+6.4% | Added |
| Centric Wealth Management | 39,178 | $15.2M | 2.36% | +17,425+80.1% | Added |
| Kelly Lawrence W & Associates Inc | 36,429 | $15.1M | 3.24% | −120−0.3% | Reduced |
| Dividend Assets Capital, LLC | 36,067 | $15.0M | 2.90% | +2,184+6.4% | Added |
| TriCert Investment Counsel Inc. | 35,997 | $15.0M | 1.39% | +35,997 | New |
| Coldstream Capital Management Inc | 35,948 | $14.9M | 0.19% | +607+1.7% | Added |
| Stonebridge Capital Advisors LLC | 35,863 | $14.9M | 0.95% | −592−1.6% | Reduced |
| Oberndorf William E | 35,553 | $14.8M | 26.86% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 35,240 | $14.6M | 1.71% | −3,545−9.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,009 | $14.6M | 0.29% | +35,009 | New |
| Metis Global Partners, LLC | 34,376 | $14.3M | 0.32% | −3,788−9.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 34,359 | $14.3M | 0.19% | −7,771−18.4% | Reduced |
| Argent Trust Co | 34,155 | $14.2M | 0.41% | +88+0.3% | Added |
| Commerzbank Aktiengesellschaft | 33,870 | $14.1M | 0.28% | −65,738−66.0% | Reduced |
| Horizon Investments, LLC | 33,854 | $14.1M | 0.16% | −3,102−8.4% | Reduced |
| Vestcor Inc | 33,700 | $14.0M | 0.35% | +1,745+5.5% | Added |
| Thompson Investment Management, Inc. | 33,642 | $14.0M | 1.60% | −8,653−20.5% | Reduced |
| Diversify Wealth Management, LLC | 33,396 | $13.9M | 0.23% | +4,700+16.4% | Added |
| Diversify Advisory Services, LLC | 33,396 | $13.9M | 0.23% | +31,163+1,395.6% | Added |
| Jessup Wealth Management, Inc | 33,489 | $13.9M | 4.15% | +5,695+20.5% | Added |
| Laird Norton Trust Company, LLC | 33,445 | $13.9M | 0.27% | +1,804+5.7% | Added |
| Summit Trail Advisors, LLC | 33,330 | $13.9M | 0.17% | +4,057+13.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 33,317 | $13.8M | 0.62% | +4,262+14.7% | Added |
| Integrated Wealth Concepts LLC | 33,206 | $13.8M | 0.09% | +3,608+12.2% | Added |
| Agf Management Ltd | 33,205 | $13.8M | 0.05% | +18,979+133.4% | Added |
| Whittier Trust Co of Nevada Inc | 32,198 | $13.8M | 0.26% | +13,972+76.7% | Added |
| Bragg Financial Advisors, Inc | 33,058 | $13.7M | 0.37% | −87−0.3% | Reduced |
| One Fin Capital Management LP | 33,000 | $13.7M | 4.80% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 32,977 | $13.7M | 0.42% | −1,537−4.5% | Reduced |
| Westpac Banking Corp | 32,963 | $13.7M | 0.84% | +14,415+77.7% | Added |
| Central Trust Co | 32,888 | $13.7M | 0.25% | +188+0.6% | Added |
| Everest Financial Group LLC | 32,682 | $13.6M | 1.84% | −1,283−3.8% | Reduced |
| Steel Peak Wealth Management LLC | 32,301 | $13.4M | 0.35% | −11,937−27.0% | Reduced |
| Ninety One SA (PTY) Ltd | 32,257 | $13.4M | 0.73% | +21,115+189.5% | Added |
| Equitable Holdings, Inc. | 32,289 | $13.4M | 0.08% | −9,433−22.6% | Reduced |
| Empirical Finance, LLC | 32,262 | $13.4M | 0.56% | −227−0.7% | Reduced |
| Apollon Wealth Management, LLC | 32,118 | $13.3M | 0.16% | +2,603+8.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 31,848 | $13.3M | 0.32% | −3,998−11.2% | Reduced |
| 683 Capital Management, LLC | 32,000 | $13.3M | 1.22% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 31,689 | $13.2M | 0.31% | +910+3.0% | Added |
| Simplicity Wealth,LLC | 31,667 | $13.2M | 0.44% | +19,330+156.7% | Added |
| Soltis Investment Advisors LLC | 31,654 | $13.2M | 0.76% | +1,422+4.7% | Added |
| Merit Financial Group, LLC | 31,551 | $13.1M | 0.08% | +5,787+22.5% | Added |
| Mount Yale Investment Advisors, LLC | 31,341 | $13.0M | 0.24% | +14,610+87.3% | Added |
| Teamwork Financial Advisors, LLC | 31,314 | $13.0M | 1.21% | +29,712+1,854.7% | Added |
| Violich Capital Management, Inc. | 31,254 | $13.0M | 1.41% | +250+0.8% | Added |
| Warren Averett Asset Management, LLC | 31,173 | $13.0M | 0.08% | −409−1.3% | Reduced |
| Capital Group Private Client Services, Inc. | 31,096 | $12.9M | 0.18% | −1,068−3.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 30,960 | $12.9M | 1.17% | −3,289−9.6% | Reduced |
| Rathbone Brothers plc | 30,911 | $12.8M | 0.05% | −6,995−18.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 30,900 | $12.8M | 0.32% | −2,037−6.2% | Reduced |
| Asio Capital, LLC | 30,746 | $12.8M | 1.64% | −2,603−7.8% | Reduced |
| Gryphon Financial Partners LLC | 30,724 | $12.8M | 1.13% | +989+3.3% | Added |
| Petredis Investment Advisors LLC | 30,468 | $12.7M | 0.85% | −30−0.1% | Reduced |
| Principal Securities, Inc. | 30,333 | $12.6M | 0.15% | +4,884+19.2% | Added |
| Emerald Investment Advisers, LLC | 30,090 | $12.5M | 0.83% | +4,439+17.3% | Added |
| Steadfast Capital Management LP | 30,050 | $12.5M | 0.38% | +30,050 | New |
| Elwood Capital Partners LP | 30,028 | $12.5M | 9.10% | +20,000+199.4% | Added |
| GAMMA Investing LLC | 30,011 | $12.5M | 0.46% | +8,315+38.3% | Added |
| Concurrent Investment Advisors, LLC | 30,010 | $12.5M | 0.11% | +3,041+11.3% | Added |
| Ally Financial Inc. | 30,000 | $12.5M | 1.61% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 29,919 | $12.4M | 1.02% | −202−0.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 29,851 | $12.4M | 2.65% | +384+1.3% | Added |
| Exchange Traded Concepts, LLC | 29,737 | $12.4M | 0.06% | +16,729+128.6% | Added |
| CX Institutional | 29,729 | $12.4M | 0.36% | +535+1.8% | Added |
| We Are One Seven, LLC | 29,713 | $12.3M | 0.20% | +4,514+17.9% | Added |
| Cornerstone Advisors, LLC | 29,599 | $12.3M | 0.41% | +29,599 | New |
| Washington Trust Bank | 29,521 | $12.3M | 0.86% | −5,648−16.1% | Reduced |
| Oppenheimer & Co Inc | 29,503 | $12.3M | 0.13% | −2,570−8.0% | Reduced |
| Alerus Financial NA | 29,498 | $12.3M | 0.54% | −950−3.1% | Reduced |
| ExodusPoint Capital Management, LP | 29,432 | $12.2M | 0.11% | −118−0.4% | Reduced |
| North Dakota State Investment Board | 29,272 | $12.2M | 0.49% | +2,904+11.0% | Added |
| Hardman Johnston Global Advisors LLC | 29,181 | $12.1M | 0.43% | +4,873+20.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 29,147 | $12.1M | 0.03% | −11,673−28.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,117 | $12.1M | 0.14% | +132+0.5% | Added |
| Heritage Trust Co | 29,111 | $12.1M | 1.05% | +409+1.4% | Added |
| Americana Partners, LLC | 29,074 | $12.1M | 0.27% | +5,004+20.8% | Added |
| Osmosis Investment Management UK Ltd | 28,873 | $12.0M | 0.56% | −26,839−48.2% | Reduced |
| WoodTrust Financial Corp | 28,869 | $12.0M | 1.43% | −1,960−6.4% | Reduced |
| Hennessy Advisors Inc | 28,850 | $12.0M | 0.38% | −650−2.2% | Reduced |
| Davy Global Fund Management Ltd | 28,839 | $12.0M | 0.76% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28,522 | $11.9M | 0.32% | +728+2.6% | Added |
| Live Oak Private Wealth LLC | 28,355 | $11.8M | 1.47% | −3,061−9.7% | Reduced |
| Slate Path Capital LP | 28,300 | $11.8M | 0.16% | +28,300 | New |
| Colonial Trust Advisors | 28,270 | $11.8M | 0.82% | −298−1.0% | Reduced |