UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Resolute Capital Asset Partners#1401 · 5,000 sh | 5,000 | $2.1M | 0.89% | New |
| 1402 | CVFG#1402 · 4,996 sh | 4,996 | $2.1M | 0.22% | -5.6% |
| 1403 | Sound View Wealth Advisors Group#1403 · 4,992 sh | 4,992 | $2.1M | 0.13% | +6.9% |
| 1404 | SHEETS SMITH WEALTH MANAGEMENT#1404 · 4,976 sh | 4,976 | $2.1M | — | -0.7% |
| 1405 | Peterson Wealth Services#1405 · 4,973 sh | 4,973 | $2.1M | — | +8.6% |
| 1406 | Independent Solutions Wealth Management#1406 · 4,970 sh | 4,970 | $2.1M | 0.27% | +2.1% |
| 1407 | Stablepoint Partners#1407 · 4,967 sh | 4,967 | $2.1M | 0.29% | +0.3% |
| 1408 | Naviter Wealth#1408 · 4,958 sh | 4,958 | $2.1M | 0.19% | +15.2% |
| 1409 | VISTA INVESTMENT MANAGEMENT#1409 · 4,952 sh | 4,952 | $2.1M | 0.62% | -0.8% |
| 1410 | Archer Investment#1410 · 4,931 sh | 4,931 | $2.0M | 0.40% | -2.6% |
| 1411 | COURIER CAPITAL#1411 · 4,919 sh | 4,919 | $2.0M | — | +10.8% |
| 1412 | WEALTH EFFECTS#1412 · 4,905 sh | 4,905 | $2.0M | — | -1.2% |
| 1413 | MassMutual Private Wealth & , FSB#1413 · 4,901 sh | 4,901 | $2.0M | — | +5.9% |
| 1414 | Realta Investment Advisors#1414 · 4,897 sh | 4,897 | $2.0M | — | +91.3% |
| 1415 | BOSTON FAMILY OFFICE#1415 · 4,891 sh | 4,891 | $2.0M | 0.12% | -12.7% |
| 1416 | GLOBALT Investments / GA#1416 · 4,882 sh | 4,882 | $2.0M | 0.07% | -2.7% |
| 1417 | SilverOak Wealth Management#1417 · 4,881 sh | 4,881 | $2.0M | 0.26% | +1.9% |
| 1418 | FAGAN ASSOCIATES#1418 · 4,862 sh | 4,862 | $2.0M | — | 0.0% |
| 1419 | Scott & Selber#1419 · 4,851 sh | 4,851 | $2.0M | — | -0.1% |
| 1420 | Triad Wealth Partners#1420 · 4,843 sh | 4,843 | $2.0M | — | +0.4% |
| 1421 | Gateway Wealth Partners#1421 · 4,832 sh | 4,832 | $2.0M | 0.12% | -36.5% |
| 1422 | MBM WEALTH CONSULTANTS#1422 · 4,820 sh | 4,820 | $2.0M | — | -1.1% |
| 1423 | Cetera Company, N.A#1423 · 4,780 sh | 4,780 | $2.0M | 1.00% | +4.4% |
| 1424 | Tranquility Partners#1424 · 4,777 sh | 4,777 | $2.0M | — | -2.1% |
| 1425 | CAHILL FINANCIAL ADVISORS#1425 · 4,776 sh | 4,776 | $2.0M | 0.19% | -1.3% |
| 1426 | Apella Capital#1426 · 4,617 sh | 4,617 | $2.0M | — | +7.1% |
| 1427 | Proficio Capital Partners#1427 · 4,748 sh | 4,748 | $2.0M | 0.07% | New |
| 1428 | BNC WEALTH MANAGEMENT#1428 · 4,735 sh | 4,735 | $2.0M | — | New |
| 1429 | TRANSCEND WEALTH COLLECTIVE#1429 · 4,725 sh | 4,725 | $2.0M | 0.13% | +57.3% |
| 1430 | HM PAYSON#1430 · 4,725 sh | 4,725 | $2.0M | 0.03% | +7.7% |
| 1431 | SOMERVILLE KURT F#1431 · 4,717 sh | 4,717 | $2.0M | 0.47% | -50.5% |
| 1432 | Prestige Wealth Management Group#1432 · 4,716 sh | 4,716 | $2.0M | 0.36% | -5.6% |
| 1433 | ANB BANK#1433 · 4,702 sh | 4,702 | $2.0M | — | -7.0% |
| 1434 | Whalen Wealth Management#1434 · 4,689 sh | 4,689 | $1.9M | — | -10.6% |
| 1435 | OneAscent Financial Services#1435 · 4,686 sh | 4,686 | $1.9M | 0.09% | -5.3% |
| 1436 | Safeguard Investment Advisory Group#1436 · 4,682 sh | 4,682 | $1.9M | 0.45% | +23.4% |
| 1437 | Rydar Equities#1437 · 4,598 sh | 4,598 | $1.9M | — | +10.0% |
| 1438 | Richard W. Paul & Associates#1438 · 4,664 sh | 4,664 | $1.9M | 0.59% | -2.3% |
| 1439 | DOVER ADVISORS#1439 · 5,872 sh | 5,872 | $1.9M | 0.79% | +2.8% |
| 1440 | Optas#1440 · 4,656 sh | 4,656 | $1.9M | 0.27% | +7.0% |
| 1441 | TEALWOOD ASSET MANAGEMENT#1441 · 4,653 sh | 4,653 | $1.9M | — | +4.5% |
| 1442 | SHUFRO ROSE#1442 · 4,646 sh | 4,646 | $1.9M | 0.11% | -3.3% |
| 1443 | Moss Adams Wealth Advisors#1443 · 4,631 sh | 4,631 | $1.9M | 0.12% | +13.9% |
| 1444 | ZWJ INVESTMENT COUNSEL#1444 · 4,624 sh | 4,624 | $1.9M | — | +37.7% |
| 1445 | Argentarii#1445 · 4,761 sh | 4,761 | $1.9M | 0.58% | +4.0% |
| 1446 | STEVENS CAPITAL MANAGEMENT#1446 · 4,600 sh | 4,600 | $1.9M | 0.46% | -35.7% |
| 1447 | Cladis Investment Advisory#1447 · 4,599 sh | 4,599 | $1.9M | 0.89% | -12.7% |
| 1448 | Cox Capital Mgt#1448 · 4,593 sh | 4,593 | $1.9M | — | -1.1% |
| 1449 | Mayflower Financial Advisors#1449 · 4,587 sh | 4,587 | $1.9M | 0.16% | +4.2% |
| 1450 | RiverPark Advisors#1450 · 4,579 sh | 4,579 | $1.9M | 0.87% | -15.2% |
| 1451 | PGIM Custom Harvest#1451 · 4,566 sh | 4,566 | $1.9M | 0.02% | +0.4% |
| 1452 | Triangle Securities Wealth Management#1452 · 4,558 sh | 4,558 | $1.9M | — | -0.7% |
| 1453 | FLPUTNAM INVESTMENT MANAGEMENT#1453 · 4,550 sh | 4,550 | $1.9M | 0.02% | -2.2% |
| 1454 | Radnor Capital Management#1454 · 4,530 sh | 4,530 | $1.9M | — | -1.6% |
| 1455 | Knollwood Investment Advisory#1455 · 4,523 sh | 4,523 | $1.9M | 0.17% | 0.0% |
| 1456 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1456 · 4,523 sh | 4,523 | $1.9M | 0.03% | -9.2% |
| 1457 | ADELL HARRIMAN & CARPENTER#1457 · 4,521 sh | 4,521 | $1.9M | 0.10% | -3.7% |
| 1458 | GUARDIAN WEALTH ADVISORS, / NC#1458 · 4,507 sh | 4,507 | $1.9M | 0.11% | +5.1% |
| 1459 | JNBA Financial Advisors#1459 · 4,505 sh | 4,505 | $1.9M | 0.14% | +1.7% |
| 1460 | SENTINEL LBA#1460 · 4,504 sh | 4,504 | $1.9M | 0.17% | -2.2% |
| 1461 | Walser Wealth Management Company, A Ltd Liability#1461 · 4,503 sh | 4,503 | $1.9M | — | +7.6% |
| 1462 | SWEENEY & MICHEL#1462 · 4,597 sh | 4,597 | $1.9M | — | New |
| 1463 | Narwhal Capital Management#1463 · 4,500 sh | 4,500 | $1.9M | 0.13% | -1.2% |
| 1464 | OARSMAN CAPITAL#1464 · 4,497 sh | 4,497 | $1.9M | 0.20% | +1.0% |
| 1465 | WEALTH ALLIANCE#1465 · 4,490 sh | 4,490 | $1.9M | 0.16% | +45.9% |
| 1466 | FLOYD FINANCIAL GROUP#1466 · 4,365 sh | 4,365 | $1.9M | 1.21% | -39.5% |
| 1467 | Cooper Financial Group#1467 · 4,459 sh | 4,459 | $1.9M | — | +10.4% |
| 1468 | Alyeska Investment Group, L.P.#1468 · 4,458 sh | 4,458 | $1.9M | <0.01% | -95.8% |
| 1469 | LINCOLN CAPITAL#1469 · 4,445 sh | 4,445 | $1.8M | — | -5.3% |
| 1470 | Frisch Financial Group#1470 · 4,442 sh | 4,442 | $1.8M | 0.32% | 0.0% |
| 1471 | Mechanics Bank Department#1471 · 4,425 sh | 4,425 | $1.8M | — | +0.8% |
| 1472 | Pinnacle Wealth Planning Services#1472 · 4,423 sh | 4,423 | $1.8M | 0.18% | +4.0% |
| 1473 | Financial Engines Advisors L.L.C.#1473 · 4,408 sh | 4,408 | $1.8M | <0.01% | -18.3% |
| 1474 | Heartwood Wealth Advisors#1474 · 4,407 sh | 4,407 | $1.8M | — | +8.6% |
| 1475 | Aspen Grove Capital#1475 · 4,395 sh | 4,395 | $1.8M | 0.26% | +0.8% |
| 1476 | Thompson David Blair#1476 · 4,388 sh | 4,388 | $1.8M | 0.91% | -5.2% |
| 1477 | Neo Ivy Capital Management#1477 · 4,386 sh | 4,386 | $1.8M | 0.42% | -59.3% |
| 1478 | Consilium Wealth Advisory#1478 · 4,385 sh | 4,385 | $1.8M | — | +74.2% |
| 1479 | NORDEN GROUP#1479 · 4,365 sh | 4,365 | $1.8M | — | +16.2% |
| 1480 | LaSalle St. Investment Advisors#1480 · 4,364 sh | 4,364 | $1.8M | 0.22% | -55.6% |
| 1481 | Birch Capital Management#1481 · 4,359 sh | 4,359 | $1.8M | 0.89% | -23.3% |
| 1482 | Balentine#1482 · 4,352 sh | 4,352 | $1.8M | 0.06% | -8.5% |
| 1483 | Zuckerman Investment Group#1483 · 4,351 sh | 4,351 | $1.8M | 0.15% | -0.8% |
| 1484 | Chancellor Financial Group WB#1484 · 4,320 sh | 4,320 | $1.8M | 1.11% | +1.8% |
| 1485 | Fulcrum Asset Management LLP#1485 · 4,274 sh | 4,274 | $1.8M | 0.18% | -53.0% |
| 1486 | Private Wealth Asset Management#1486 · 4,313 sh | 4,313 | $1.8M | 0.17% | -3.0% |
| 1487 | GEORGE KAISER FAMILY FOUNDATION#1487 · 4,305 sh | 4,305 | $1.8M | 0.17% | +79.7% |
| 1488 | Waterloo Capital, L.P.#1488 · 4,304 sh | 4,304 | $1.8M | 0.10% | +89.9% |
| 1489 | SUMITOMO LIFE INSURANCE#1489 · 4,301 sh | 4,301 | $1.8M | 0.03% | -5.5% |
| 1490 | COURAGE CAPITAL MANAGEMENT#1490 · 4,300 sh | 4,300 | $1.8M | 2.65% | 0.0% |
| 1491 | Financial Perspectives#1491 · 4,284 sh | 4,284 | $1.8M | 0.43% | 0.0% |
| 1492 | HARVEY INVESTMENT#1492 · 4,265 sh | 4,265 | $1.8M | — | -8.0% |
| 1493 | FIRST COMMONWEALTH FINANCIAL#1493 · 4,253 sh | 4,253 | $1.8M | 0.25% | +5.1% |
| 1494 | MeadowBrook Investment Advisors#1494 · 4,250 sh | 4,250 | $1.8M | 1.40% | -4.0% |
| 1495 | Cambria Investment Management, L.P.#1495 · 4,249 sh | 4,249 | $1.8M | 0.09% | +36.2% |
| 1496 | Navera Investment Management Ltd.#1496 · 4,230 sh | 4,230 | $1.8M | 0.05% | -9.6% |
| 1497 | EPIQ PARTNERS#1497 · 4,227 sh | 4,227 | $1.8M | — | 0.0% |
| 1498 | CAPSTONE INVESTMENT ADVISORS#1498 · 4,218 sh | 4,218 | $1.8M | <0.01% | -75.8% |
| 1499 | STANCE CAPITAL#1499 · 4,207 sh | 4,207 | $1.7M | 0.53% | New |
| 1500 | Sivia Capital Partners#1500 · 4,206 sh | 4,206 | $1.7M | 0.21% | +406.7% |
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.