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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 20,414 | $8.48M | 0.15% | +1,534+8.1% | Added |
| Oak Thistle LLC | 20,411 | $8.48M | 0.82% | +2,191+12.0% | Added |
| Great Valley Advisor Group, Inc. | 20,268 | $8.42M | 0.13% | +1,987+10.9% | Added |
| Bradley Foster & Sargent Inc | 20,186 | $8.39M | 0.12% | −413−2.0% | Reduced |
| Greenwich Wealth Management LLC | 20,074 | $8.34M | 0.30% | +15+0.1% | Added |
| Saranac Partners Ltd | 20,032 | $8.34M | 2.68% | +66+0.3% | Added |
| Guardian Capital LP | 19,985 | $8.31M | 0.20% | +663+3.4% | Added |
| BOCHK Asset Management Ltd | 19,975 | $8.30M | 1.31% | +13,385+203.1% | Added |
| Parcion Private Wealth LLC | 19,889 | $8.27M | 0.46% | +17,382+693.3% | Added |
| Buffalo Business & Estate Services Ltd | – | $8.21M | 1.04% | – | New |
| Pensionmark Financial Group, LLC | 29,267 | $8.19M | 0.14% | −2,141−6.8% | Reduced |
| Johnson Investment Counsel Inc | 19,673 | $8.18M | 0.06% | −7,996−28.9% | Reduced |
| Burney Co | 19,625 | $8.16M | 0.22% | −930−4.5% | Reduced |
| Foundations Investment Advisors, LLC | 19,604 | $8.15M | 0.08% | +1,073+5.8% | Added |
| Ascent Group, LLC | 19,555 | $8.13M | 0.24% | +2,750+16.4% | Added |
| Lee Danner & Bass Inc | 19,547 | $8.12M | 0.47% | −140−0.7% | Reduced |
| Citizens Financial Group Inc | 19,543 | $8.12M | 0.10% | +1,543+8.6% | Added |
| Gabelli Funds LLC | 19,520 | $8.11M | 0.05% | −50−0.3% | Reduced |
| Change Path, LLC | 19,280 | $8.01M | 0.17% | +136+0.7% | Added |
| Brevan Howard Capital Management LP | 19,114 | $7.94M | 0.11% | +66+0.3% | Added |
| Capital Investment Advisors, LLC | 19,054 | $7.92M | 0.10% | +333+1.8% | Added |
| BLI - Banque de Luxembourg Investments | 18,793 | $7.90M | 0.28% | −23,890−56.0% | Reduced |
| Mission Wealth Management, LP | 18,946 | $7.87M | 0.10% | +4,201+28.5% | Added |
| Clough Capital Partners L P | 18,849 | $7.83M | 0.64% | +3,804+25.3% | Added |
| Brooklands Fund Management Ltd | 18,214 | $7.80M | 6.10% | −40.0% | Reduced |
| WealthPlan Investment Management, LLC | 18,649 | $7.75M | 0.39% | −3,149−14.4% | Reduced |
| Meeder Advisory Services, Inc. | 18,597 | $7.73M | 0.28% | +2,484+15.4% | Added |
| Stolper Co | 18,531 | $7.70M | 1.99% | −43,893−70.3% | Reduced |
| Easterly Investment Partners LLC | 18,500 | $7.69M | 0.39% | +18,500 | New |
| Hohimer Wealth Management, LLC | 18,403 | $7.65M | 0.79% | +998+5.7% | Added |
| Brookstone Capital Management | 18,312 | $7.61M | 0.08% | +1,429+8.5% | Added |
| NorthCrest Asset Manangement, LLC | 17,624 | $7.61M | 0.20% | +2,079+13.4% | Added |
| Altrius Capital Management Inc | 18,188 | $7.56M | 1.44% | −1,163−6.0% | Reduced |
| Greenleaf Trust | 18,096 | $7.52M | 0.07% | +1,857+11.4% | Added |
| Spartan Wealth Advisory Services LLC | 18,085 | $7.52M | 0.62% | −9,429−34.3% | Reduced |
| Aurora Investment Managers, LLC. | 18,038 | $7.50M | 4.58% | +18,038 | New |
| Spire Wealth Management | 17,949 | $7.46M | 0.23% | +170+1.0% | Added |
| LGT Fund Management Co Ltd. | 17,941 | $7.46M | 0.31% | +447+2.6% | Added |
| Buckingham Strategic Partners | 17,805 | $7.40M | 0.06% | +5,996+50.8% | Added |
| Pentwater Capital Management LP | 17,758 | $7.38M | 0.06% | −494,242−96.5% | Reduced |
| Goelzer Investment Management, Inc. | 17,688 | $7.35M | 0.32% | −857−4.6% | Reduced |
| First Citizens Bank & Trust Co | 17,641 | $7.33M | 0.11% | +967+5.8% | Added |
| Cinctive Capital Management LP | 17,602 | $7.32M | 0.29% | −7,592−30.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 17,589 | $7.31M | 0.13% | −3,643−17.2% | Reduced |
| Highland Capital Management, LLC | 17,582 | $7.31M | 0.34% | +7,857+80.8% | Added |
| Huber Capital Management LLC | 17,556 | $7.30M | 1.08% | +56+0.3% | Added |
| Ballast, Inc. | 17,484 | $7.27M | 1.37% | +1,791+11.4% | Added |
| Umb Bank N A | 17,448 | $7.25M | 0.09% | −226−1.3% | Reduced |
| Hyperion Capital Advisors LP | 17,416 | $7.24M | 3.26% | −16,633−48.9% | Reduced |
| TCG Advisory Services, LLC | 17,362 | $7.22M | 0.13% | +2,927+20.3% | Added |
| Bryn Mawr Trust Co | 17,341 | $7.21M | 0.16% | +57+0.3% | Added |
| Harber Asset Management LLC | 17,317 | $7.20M | 4.33% | +956+5.8% | Added |
| SNS Financial Group, LLC | 17,312 | $7.20M | 0.14% | +14,573+532.1% | Added |
| Groupe la Francaise | 17,269 | $7.18M | 0.09% | −85−0.5% | Reduced |
| Cohen Klingenstein LLC | 17,200 | $7.15M | 0.20% | 00.0% | Unchanged |
| SaddleRock Capital Management LLC | 17,179 | $7.14M | 6.89% | +17,179 | New |
| Chemistry Wealth Management LLC | 17,135 | $7.12M | 1.15% | +49+0.3% | Added |
| VestGen Advisors, LLC | 17,105 | $7.11M | 0.21% | +4,364+34.3% | Added |
| Garrison Bradford & Associates Inc | 17,102 | $7.11M | 7.71% | −5,100−23.0% | Reduced |
| Smith, Salley & Associates | 17,096 | $7.11M | 0.31% | +1,246+7.9% | Added |
| International Assets Investment Management, LLC | 425,691 | $7.10M | 0.42% | −3,816−0.9% | Reduced |
| Tradition Wealth Management, LLC | 16,983 | $7.06M | 0.43% | −353−2.0% | Reduced |
| Citizens National Bank Trust Department | 16,924 | $7.03M | 1.03% | −221−1.3% | Reduced |
| GAM Holding AG | 16,889 | $7.02M | 0.54% | −6,953−29.2% | Reduced |
| Ausdal Financial Partners, Inc. | 16,887 | $7.02M | 0.28% | −3,115−15.6% | Reduced |
| Hallmark Capital Management Inc | 16,868 | $7.01M | 0.41% | +16+0.1% | Added |
| Mutual Advisors, LLC | 16,829 | $6.99M | 0.13% | −409−2.4% | Reduced |
| Morse Asset Management, Inc | 16,714 | $6.95M | 1.15% | +1,152+7.4% | Added |
| DC Investments Management, LLC | 16,692 | $6.94M | 2.37% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 16,670 | $6.93M | 0.07% | −146−0.9% | Reduced |
| Aviance Capital Partners, LLC | 16,642 | $6.92M | 0.72% | −279−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 16,615 | $6.91M | 0.19% | +660+4.1% | Added |
| Twin Capital Management Inc | 16,577 | $6.89M | 0.75% | +210+1.3% | Added |
| Wesbanco Bank Inc | 16,560 | $6.88M | 0.17% | −19,604−54.2% | Reduced |
| Lynch Asset Management, Inc. | 16,550 | $6.88M | 1.88% | −100−0.6% | Reduced |
| Ancora Advisors, LLC | 16,514 | $6.86M | 0.13% | −5,250−24.1% | Reduced |
| Blue Edge Capital, LLC | 16,489 | $6.85M | 0.83% | −294−1.8% | Reduced |
| Dakota Wealth Management | 16,471 | $6.85M | 0.13% | +4,630+39.1% | Added |
| CFC Planning Co LLC | 16,316 | $6.78M | 4.01% | +1,311+8.7% | Added |
| Blue Fin Capital, Inc. | 16,254 | $6.76M | 0.98% | +83+0.5% | Added |
| Ceera Investments, LLC | 16,193 | $6.73M | 2.85% | −243−1.5% | Reduced |
| Chronos Wealth Management, LLC | 16,130 | $6.70M | 2.97% | −88−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 16,110 | $6.70M | 0.14% | −61−0.4% | Reduced |
| Nicholas Company, Inc. | 16,007 | $6.65M | 0.12% | −540−3.3% | Reduced |
| Commonwealth Retirement Investments LLC | 15,970 | $6.64M | 1.80% | +5,478+52.2% | Added |
| Catalytic Wealth RIA, LLC | 15,847 | $6.59M | 0.38% | −3,661−18.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,812 | $6.57M | 1.41% | −148−0.9% | Reduced |
| TB Alternative Assets Ltd. | 15,675 | $6.51M | 1.05% | −31,509−66.8% | Reduced |
| Ballentine Partners, LLC | 15,641 | $6.50M | 0.08% | +570+3.8% | Added |
| Wealthspire Advisors, LLC | 15,639 | $6.50M | 0.04% | +3,128+25.0% | Added |
| Fiduciary Alliance LLC | 15,616 | $6.49M | 0.44% | +3,347+27.3% | Added |
| BTC Capital Management, Inc. | 15,606 | $6.49M | 0.39% | +15,606 | New |
| LSV Asset Management | 15,565 | $6.47M | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 15,553 | $6.46M | 0.24% | +1,143+7.9% | Added |
| Rothschild Investment LLC | 15,536 | $6.46M | 0.24% | +5,020+47.7% | Added |
| Trillium Asset Management, LLC | 15,493 | $6.44M | 0.20% | −19,226−55.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,443 | $6.42M | 1.50% | +342+2.3% | Added |
| Equitable Trust Co | 15,220 | $6.33M | 0.26% | −20,934−57.9% | Reduced |
| Johnson Financial Group, Inc. | 15,176 | $6.31M | 0.21% | +147+1.0% | Added |
| AIMZ Investment Advisors, LLC | 15,160 | $6.30M | 1.73% | +10.0% | Added |