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
- 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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Coronation Fund Managers Ltd. | 28,144 | $11.7M | 0.45% | −30,080−51.7% | Reduced |
| Anchor Investment Management, LLC | 28,060 | $11.7M | 0.88% | −1,351−4.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,843 | $11.6M | 0.06% | +5,756+26.1% | Added |
| AlTi Global, Inc. | 27,760 | $11.5M | 0.24% | −1,248−4.3% | Reduced |
| Alps Advisors Inc | 27,758 | $11.5M | 0.05% | +16,693+150.9% | Added |
| Van Den Berg Management I, Inc | 27,680 | $11.5M | 2.43% | −1,208−4.2% | Reduced |
| Freestone Capital Holdings, LLC | 27,511 | $11.4M | 0.30% | +1,092+4.1% | Added |
| Redwood Capital Management, LLC | 27,500 | $11.4M | 1.23% | 00.0% | Unchanged |
| Summit Financial, LLC | 27,417 | $11.4M | 0.12% | +1,127+4.3% | Added |
| Blue Zone Wealth Advisors, LLC | 27,416 | $11.4M | 1.99% | −534−1.9% | Reduced |
| MUFG Securities Americas Inc. | 27,352 | $11.4M | 0.58% | +2,292+9.1% | Added |
| Punch & Associates Investment Management, Inc. | 27,021 | $11.2M | 0.56% | +65+0.2% | Added |
| Aquatic Capital Management LLC | 27,000 | $11.2M | 0.39% | −80,796−75.0% | Reduced |
| Banque Cantonale Vaudoise | 26,885 | $11.2M | 0.43% | +7,361+37.7% | Added |
| CAPROCK Group, Inc. | 26,856 | $11.2M | 0.21% | +4,906+22.4% | Added |
| Principle Wealth Partners LLC | 26,657 | $11.1M | 0.55% | −205−0.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 26,560 | $11.0M | 0.62% | +26,560 | New |
| Parus Finance (UK) Ltd | 26,515 | $11.0M | 2.88% | −534−2.0% | Reduced |
| Mirador Capital Partners LP | 26,503 | $11.0M | 1.35% | +388+1.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 26,366 | $11.0M | 0.04% | +316+1.2% | Added |
| Marietta Wealth Management, LLC | 26,173 | $10.9M | 1.12% | +846+3.3% | Added |
| Toth Financial Advisory Corp | 26,164 | $10.9M | 1.06% | +5,232+25.0% | Added |
| J. Safra Sarasin Holding AG | 27,201 | $10.9M | 0.16% | +3,050+12.6% | Added |
| RNC Capital Management LLC | 26,098 | $10.8M | 0.45% | +214+0.8% | Added |
| Osborne Partners Capital Management, LLC | 26,083 | $10.8M | 0.60% | +76+0.3% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 26,000 | $10.8M | 2.41% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25,989 | $10.8M | 0.17% | +1,664+6.8% | Added |
| Atlantic Union Bankshares Corp | 25,899 | $10.8M | 0.18% | −370−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 25,806 | $10.7M | 0.65% | +3,230+14.3% | Added |
| Arkadios Wealth Advisors | 25,742 | $10.7M | 0.16% | +982+4.0% | Added |
| DJE Kapital AG | 25,750 | $10.7M | 0.20% | +5,550+27.5% | Added |
| Tema ETFs LLC | 25,668 | $10.7M | 0.34% | +1,682+7.0% | Added |
| WSFS Capital Management, LLC | 25,559 | $10.6M | 0.46% | −222−0.9% | Reduced |
| North Star Asset Management Inc | 25,262 | $10.5M | 0.41% | −2,071−7.6% | Reduced |
| Triglav Skladi, D.O.O. | 25,200 | $10.5M | 0.55% | +16,700+196.5% | Added |
| Kempen Capital Management N.V. | 25,173 | $10.5M | 0.08% | +3,538+16.4% | Added |
| San Luis Wealth Advisors LLC | 24,975 | $10.4M | 1.56% | +230+0.9% | Added |
| QV Investors Inc. | 24,874 | $10.3M | 0.80% | −680−2.7% | Reduced |
| Shelton Capital Management | 24,849 | $10.3M | 0.19% | −9,331−27.3% | Reduced |
| FORA Capital, LLC | 24,857 | $10.3M | 0.71% | −23,457−48.6% | Reduced |
| EP Wealth Advisors, LLC | 24,815 | $10.3M | 0.04% | +2,156+9.5% | Added |
| Brighton Jones LLC | 24,767 | $10.3M | 0.19% | +2,442+10.9% | Added |
| Securian Asset Management, Inc | 24,133 | $10.3M | 0.37% | −398−1.6% | Reduced |
| Lake Street Financial LLC | 24,723 | $10.3M | 1.18% | +33+0.1% | Added |
| Chesley Taft & Associates LLC | 24,620 | $10.2M | 0.40% | −327−1.3% | Reduced |
| GF Fund Management Co. Ltd. | 24,588 | $10.2M | 0.12% | +260+1.1% | Added |
| Carnegie Lake Advisors LLC | 24,446 | $10.2M | 3.79% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 24,404 | $10.1M | 0.08% | +2,054+9.2% | Added |
| L & S Advisors Inc | 24,250 | $10.1M | 1.04% | +24,250 | New |
| German American Bancorp, Inc. | 24,246 | $10.1M | 0.76% | −108−0.4% | Reduced |
| McRae Capital Management Inc | 24,171 | $10.0M | 1.98% | −3,644−13.1% | Reduced |
| Concord Investment Counsel Inc. | 24,054 | $9.97M | 2.72% | −23−0.1% | Reduced |
| XTX Topco Ltd | 23,876 | $9.92M | 0.13% | −14,643−38.0% | Reduced |
| Siemens Fonds Invest GmbH | 23,859 | $9.92M | 0.49% | +457+2.0% | Added |
| Pioneer Trust Bank N A | 23,854 | $9.91M | 2.25% | −1,299−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,840 | $9.91M | 0.59% | −108−0.5% | Reduced |
| Harbour Investments, Inc. | 23,835 | $9.91M | 0.13% | −4,112−14.7% | Reduced |
| Marks Group Wealth Management, Inc | 23,818 | $9.90M | 0.86% | −16,052−40.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,773 | $9.88M | 0.10% | −2,909−10.9% | Reduced |
| Amica Mutual Insurance Co | 23,712 | $9.86M | 0.82% | −1,064−4.3% | Reduced |
| Global Retirement Partners, LLC | 23,702 | $9.85M | 0.15% | +23,702 | New |
| Bridger Management, LLC | 23,699 | $9.85M | 6.56% | +23,699 | New |
| Wedbush Securities Inc | 23,548 | $9.79M | 0.25% | −4,242−15.3% | Reduced |
| Fulcrum Capital LLC | 23,494 | $9.76M | 1.98% | −1,500−6.0% | Reduced |
| First American Bank | 23,464 | $9.75M | 0.54% | +984+4.4% | Added |
| Ashton Thomas Private Wealth, LLC | 23,459 | $9.75M | 0.20% | +463+2.0% | Added |
| Victrix Investment Advisors | 23,443 | $9.74M | 4.08% | +1,875+8.7% | Added |
| Farther Finance Advisors, LLC | 23,255 | $9.67M | 0.08% | +1,491+6.9% | Added |
| Independent Advisor Alliance | 23,140 | $9.62M | 0.23% | +1,888+8.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 23,140 | $9.62M | 0.39% | −89,331−79.4% | Reduced |
| Consolidated Investment Group LLC | 23,130 | $9.61M | 0.84% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 23,178 | $9.58M | 0.55% | +4,863+26.6% | Added |
| Hamilton Capital Partners Inc. | 23,023 | $9.57M | 0.28% | −529−2.2% | Reduced |
| Red Door Wealth Management, LLC | 22,967 | $9.55M | 0.87% | +407+1.8% | Added |
| Jag Capital Management, LLC | 22,794 | $9.47M | 0.89% | +22,794 | New |
| Banque de Luxembourg S.A. | 22,683 | $9.43M | 4.45% | −1,527−6.3% | Reduced |
| Lincluden Management Ltd | 22,589 | $9.39M | 0.92% | +34+0.2% | Added |
| Spinnaker Trust | 22,525 | $9.36M | 0.45% | −4,957−18.0% | Reduced |
| Van Eck Associates Corp | 22,442 | $9.33M | 0.01% | −170,669−88.4% | Reduced |
| Ritholtz Wealth Management | 22,405 | $9.31M | 0.14% | +8,452+60.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 22,258 | $9.25M | 0.50% | −1,029−4.4% | Reduced |
| Signaturefd, LLC | 22,240 | $9.24M | 0.12% | +2,480+12.6% | Added |
| Ferguson Wellman Capital Management, Inc | 22,200 | $9.23M | 0.11% | −2,351−9.6% | Reduced |
| North Point Portfolio Managers Corp | 22,058 | $9.17M | 1.51% | −1,020−4.4% | Reduced |
| WP Advisors, LLC | 21,846 | $9.08M | 2.20% | −1,499−6.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 21,800 | $9.06M | 0.48% | +2,992+15.9% | Added |
| Bretton Capital Management, LLC | 21,700 | $9.02M | 7.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 21,693 | $9.02M | 0.10% | +109+0.5% | Added |
| Greenwood Capital Associates LLC | 21,632 | $8.99M | 0.88% | −381−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 21,503 | $8.94M | 0.61% | +541+2.6% | Added |
| Unison Asset Management LLC | 21,421 | $8.90M | 3.62% | +558+2.7% | Added |
| Checchi Capital Advisers, LLC | 21,340 | $8.87M | 0.56% | +11+0.1% | Added |
| Sather Financial Group Inc | 21,325 | $8.86M | 0.51% | +233+1.1% | Added |
| J.W. Cole Advisors, Inc. | 21,280 | $8.84M | 0.15% | +962+4.7% | Added |
| Westerkirk Capital Inc. | 21,165 | $8.80M | 0.85% | −3,322−13.6% | Reduced |
| McGinn Investment Management, Inc. | 21,126 | $8.78M | 5.34% | −165−0.8% | Reduced |
| Evergreen Capital Management LLC | 21,037 | $8.74M | 0.15% | +942+4.7% | Added |
| Titan Wealth (CI) Ltd | 20,843 | $8.66M | 3.22% | −4,970−19.3% | Reduced |
| Great Waters Wealth Management | 20,620 | $8.57M | 0.79% | +1,884+10.1% | Added |
| Lowe Brockenbrough & Co Inc | 20,450 | $8.50M | 0.38% | −24−0.1% | Reduced |