UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 11)
3,407 institutional investment managers reported a UNH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $324.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UNH 13F holders ranked 1,001–1,100 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | ST GERMAIN D J#1001 · 11,647 sh | 11,647 | $4.8M | 0.17% | -5.4% |
| 1002 | Osprey Private Wealth#1002 · 11,646 sh | 11,646 | $4.8M | 1.25% | +96.3% |
| 1003 | YHB Investment Advisors#1003 · 11,642 sh | 11,642 | $4.8M | — | -33.1% |
| 1004 | Integrated Advisors Network#1004 · 11,613 sh | 11,613 | $4.8M | — | +58.3% |
| 1005 | West Branch Capital#1005 · 11,589 sh | 11,589 | $4.8M | — | +1.0% |
| 1006 | ALTA CAPITAL MANAGEMENT#1006 · 11,572 sh | 11,572 | $4.8M | — | -28.7% |
| 1007 | Crossmark Global#1007 · 11,569 sh | 11,569 | $4.8M | — | -3.0% |
| 1008 | SYON CAPITAL#1008 · 11,562 sh | 11,562 | $4.8M | 0.21% | +25.0% |
| 1009 | HighPoint Advisor Group#1009 · 11,550 sh | 11,550 | $4.8M | 0.17% | -29.0% |
| 1010 | HBW Advisory Services#1010 · 11,519 sh | 11,519 | $4.8M | — | -0.7% |
| 1011 | Ninety One North America#1011 · 11,518 sh | 11,518 | $4.8M | — | New |
| 1012 | Penserra Capital Management#1012 · 11,477 sh | 11,477 | $4.8M | 0.04% | -35.3% |
| 1013 | Hilton Capital Management#1013 · 11,465 sh | 11,465 | $4.8M | 0.32% | +1.2% |
| 1014 | Bluesphere Advisors#1014 · 11,445 sh | 11,445 | $4.8M | — | +0.2% |
| 1015 | Onex Canada Asset Management#1015 · 11,436 sh | 11,436 | $4.8M | 0.73% | -10.3% |
| 1016 | Engineers Gate Manager#1016 · 11,419 sh | 11,419 | $4.7M | 0.06% | -46.5% |
| 1017 | Palouse Capital Management#1017 · 11,414 sh | 11,414 | $4.7M | 2.96% | -9.2% |
| 1018 | Belpointe Asset Management#1018 · 11,412 sh | 11,412 | $4.7M | 0.15% | +11.8% |
| 1019 | Bell Asset Management Ltd#1019 · 11,360 sh | 11,360 | $4.7M | — | -29.8% |
| 1020 | Resonant Capital Advisors#1020 · 11,340 sh | 11,340 | $4.7M | — | +20.7% |
| 1021 | Community Bank & , Waco, Texas#1021 · 11,330 sh | 11,330 | $4.7M | — | -2.6% |
| 1022 | Signal Advisors Wealth#1022 · 11,327 sh | 11,327 | $4.7M | — | +20.8% |
| 1023 | Koshinski Asset Management#1023 · 11,319 sh | 11,319 | $4.7M | 0.25% | +25.8% |
| 1024 | E Fund Management , Ltd.#1024 · 11,317 sh | 11,317 | $4.7M | 0.11% | +8.6% |
| 1025 | Sandhill Capital Partners#1025 · 11,253 sh | 11,253 | $4.7M | 0.38% | +9.2% |
| 1026 | Manhattan West Asset Management#1026 · 11,236 sh | 11,236 | $4.7M | 0.78% | +8.3% |
| 1027 | OSTRUM ASSET MANAGEMENT#1027 · 11,217 sh | 11,217 | $4.7M | 0.22% | +42.2% |
| 1028 | EVOLVE PRIVATE WEALTH#1028 · 10,999 sh | 10,999 | $4.6M | 0.28% | -1.5% |
| 1029 | Aurdan Capital Management#1029 · 10,980 sh | 10,980 | $4.6M | 1.16% | -1.6% |
| 1030 | Coastline#1030 · 10,965 sh | 10,965 | $4.6M | — | +0.5% |
| 1031 | Venturi Wealth Management#1031 · 10,963 sh | 10,963 | $4.6M | 0.18% | -18.9% |
| 1032 | TRITONPOINT WEALTH#1032 · 10,952 sh | 10,952 | $4.6M | — | +5.7% |
| 1033 | Robeco Schweiz AG#1033 · 10,949 sh | 10,949 | $4.6M | — | -27.7% |
| 1034 | MMBG INVESTMENT ADVISORS#1034 · 10,928 sh | 10,928 | $4.5M | 0.36% | -35.2% |
| 1035 | Advyzon Investment Management#1035 · 10,924 sh | 10,924 | $4.5M | 0.33% | +24.9% |
| 1036 | MILESTONE ASSET MANAGEMENT#1036 · 10,910 sh | 10,910 | $4.5M | — | +19.5% |
| 1037 | KORNITZER CAPITAL MANAGEMENT#1037 · 10,852 sh | 10,852 | $4.5M | 0.09% | -27.5% |
| 1038 | SIG BROKERAGE#1038 · 10,844 sh | 10,844 | $4.5M | 0.09% | -46.7% |
| 1039 | Aaron Wealth Advisors#1039 · 10,803 sh | 10,803 | $4.5M | — | +20.7% |
| 1040 | Glassy Mountain Advisors#1040 · 10,782 sh | 10,782 | $4.5M | 1.23% | +0.7% |
| 1041 | Acropolis Investment Management#1041 · 10,706 sh | 10,706 | $4.4M | — | -3.9% |
| 1042 | Tower Research Capital (TRC)#1042 · 10,705 sh | 10,705 | $4.4M | 0.11% | -60.8% |
| 1043 | CENTAURUS FINANCIAL#1043 · 10,661 sh | 10,661 | $4.4M | 0.19% | -10.2% |
| 1044 | WOODMONT INVESTMENT COUNSEL#1044 · 10,631 sh | 10,631 | $4.4M | 0.24% | -10.0% |
| 1045 | CARY STREET PARTNERS FINANCIAL#1045 · 10,577 sh | 10,577 | $4.4M | 0.10% | +3.5% |
| 1046 | Kovack Advisors#1046 · 10,456 sh | 10,456 | $4.4M | 0.21% | +31.1% |
| 1047 | Financiere des Professionnels - Fonds d,investissement#1047 · 10,500 sh | 10,500 | $4.4M | 0.25% | 0.0% |
| 1048 | AXXCESS WEALTH MANAGEMENT#1048 · 10,461 sh | 10,461 | $4.3M | — | -20.7% |
| 1049 | Elgethun Capital Management#1049 · 10,457 sh | 10,457 | $4.3M | 0.61% | +0.8% |
| 1050 | WCG Wealth Advisors#1050 · 10,456 sh | 10,456 | $4.3M | 0.10% | New |
| 1051 | PREVAIL INNOVATIVE WEALTH ADVISORS#1051 · 10,448 sh | 10,448 | $4.3M | — | +41.6% |
| 1052 | William B. Walkup & Associates#1052 · 10,383 sh | 10,383 | $4.3M | 2.08% | +1.2% |
| 1053 | SIGMA INVESTMENT COUNSELORS#1053 · 10,309 sh | 10,309 | $4.3M | 0.21% | -14.5% |
| 1054 | Rehmann Capital Advisory Group#1054 · 10,202 sh | 10,202 | $4.2M | 0.19% | +3.7% |
| 1055 | SALEM INVESTMENT COUNSELORS#1055 · 10,200 sh | 10,200 | $4.2M | — | +1.0% |
| 1056 | PFG Investments#1056 · 10,130 sh | 10,130 | $4.2M | 0.16% | -5.6% |
| 1057 | LOUNTZIS ASSET MANAGEMENT#1057 · 10,122 sh | 10,122 | $4.2M | 1.33% | -5.2% |
| 1058 | NICOLET BANKSHARES#1058 · 10,096 sh | 10,096 | $4.2M | 0.13% | +8.7% |
| 1059 | Pinnacle#1059 · 10,102 sh | 10,102 | $4.2M | 1.29% | -4.4% |
| 1060 | Nelson, Van Denburg & Campbell Wealth Management Group#1060 · 10,068 sh | 10,068 | $4.2M | — | +3.0% |
| 1061 | CHICKASAW CAPITAL MANAGEMENT#1061 · 10,059 sh | 10,059 | $4.2M | — | +1.8% |
| 1062 | BAMCO#1062 · 10,059 sh | 10,059 | $4.2M | <0.01% | New |
| 1063 | Krilogy Financial#1063 · 10,051 sh | 10,051 | $4.2M | — | +12.3% |
| 1064 | Smartleaf Asset Management#1064 · 9,947 sh | 9,947 | $4.2M | 0.14% | 0.0% |
| 1065 | DoubleLine ETF Adviser#1065 · 10,041 sh | 10,041 | $4.2M | 1.72% | -11.6% |
| 1066 | MIRAE ASSET SECURITIES (USA)#1066 · 10,032 sh | 10,032 | $4.2M | — | New |
| 1067 | Value Partners Investments#1067 · 10,035 sh | 10,035 | $4.2M | — | -17.2% |
| 1068 | Asset Management#1068 · 10,010 sh | 10,010 | $4.2M | 0.26% | -2.0% |
| 1069 | Perigon Wealth Management#1069 · 10,008 sh | 10,008 | $4.2M | — | +7.8% |
| 1070 | Plancorp#1070 · 9,656 sh | 9,656 | $4.1M | 0.10% | -2.3% |
| 1071 | Athena Investment Management#1071 · 9,963 sh | 9,963 | $4.1M | 2.46% | -19.3% |
| 1072 | Berger Financial Group#1072 · 9,944 sh | 9,944 | $4.1M | 0.21% | -15.0% |
| 1073 | Signet Investment Advisory Group#1073 · 9,914 sh | 9,914 | $4.1M | 1.81% | +5.3% |
| 1074 | IHT Wealth Management#1074 · 9,889 sh | 9,889 | $4.1M | 0.09% | -13.7% |
| 1075 | Ameritas Advisory Services#1075 · 9,856 sh | 9,856 | $4.1M | 0.08% | +4.8% |
| 1076 | Modus Advisors#1076 · 9,824 sh | 9,824 | $4.1M | 1.01% | -0.4% |
| 1077 | Harbour Capital Advisors#1077 · 9,586 sh | 9,586 | $4.1M | — | -0.8% |
| 1078 | ECLECTIC ASSOCIATES#1078 · 9,776 sh | 9,776 | $4.1M | — | -0.1% |
| 1079 | Kingsview Wealth Management#1079 · 9,715 sh | 9,715 | $4.0M | 0.05% | -70.3% |
| 1080 | Frec Markets#1080 · 9,715 sh | 9,715 | $4.0M | 0.36% | +94.5% |
| 1081 | Modera Wealth Management#1081 · 9,699 sh | 9,699 | $4.0M | 0.04% | +8.8% |
| 1082 | FIRST FOUNDATION ADVISORS#1082 · 9,688 sh | 9,688 | $4.0M | 0.14% | -1.4% |
| 1083 | MITCHELL & PAHL PRIVATE WEALTH#1083 · 9,651 sh | 9,651 | $4.0M | — | +1.8% |
| 1084 | Ocean Capital Management#1084 · 9,618 sh | 9,618 | $4.0M | 0.74% | -20.8% |
| 1085 | Exome Asset Management#1085 · 9,612 sh | 9,612 | $4.0M | 2.46% | -25.3% |
| 1086 | AdvisorNet Financial#1086 · 9,604 sh | 9,604 | $4.0M | — | +0.7% |
| 1087 | Fidelis Capital Partners#1087 · 9,602 sh | 9,602 | $4.0M | 0.23% | +15.4% |
| 1088 | Texas Yale Capital#1088 · 9,583 sh | 9,583 | $4.0M | 0.09% | +3.7% |
| 1089 | PACK Private Wealth#1089 · 9,566 sh | 9,566 | $4.0M | 1.65% | 0.0% |
| 1090 | Meiji Yasuda Life Insurance#1090 · 9,529 sh | 9,529 | $4.0M | 0.13% | +68.8% |
| 1091 | FIRST HORIZON NATIONAL#1091 · 9,505 sh | 9,505 | $4.0M | — | -0.9% |
| 1092 | Qtron Investments#1092 · 9,450 sh | 9,450 | $3.9M | 0.52% | +31.7% |
| 1093 | Field & Main Bank#1093 · 9,445 sh | 9,445 | $3.9M | 0.81% | +6.3% |
| 1094 | New Age Alpha Advisors#1094 · 9,423 sh | 9,423 | $3.9M | 0.17% | -13.0% |
| 1095 | Marathon Wealth Advisors#1095 · 9,410 sh | 9,410 | $3.9M | 1.34% | +0.1% |
| 1096 | Pine Valley Investments Ltd Liability#1096 · 9,398 sh | 9,398 | $3.9M | 0.15% | -10.4% |
| 1097 | WEIK CAPITAL MANAGEMENT#1097 · 9,390 sh | 9,390 | $3.9M | 1.50% | -1.4% |
| 1098 | Colonial / SC#1098 · 9,386 sh | 9,386 | $3.9M | 0.49% | -7.9% |
| 1099 | INTEGRITY ALLIANCE#1099 · 9,384 sh | 9,384 | $3.9M | 0.12% | -2.6% |
| 1100 | INDEPENDENT FINANCIAL GROUP#1100 · 9,368 sh | 9,368 | $3.9M | — | +46.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.