UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | MATHER GROUP#1601 · 3,567 sh | 3,567 | $1.5M | — | +13.6% |
| 1602 | HOWE & RUSLING#1602 · 3,565 sh | 3,565 | $1.5M | 0.09% | -4.1% |
| 1603 | Versant Capital Management#1603 · 3,565 sh | 3,565 | $1.5M | — | +21.6% |
| 1604 | Aprio Wealth Management#1604 · 3,560 sh | 3,560 | $1.5M | 0.07% | +42.2% |
| 1605 | RiverFront Investment Group#1605 · 3,556 sh | 3,556 | $1.5M | 0.02% | +7.1% |
| 1606 | Cornerstone Wealth Group#1606 · 3,551 sh | 3,551 | $1.5M | 0.09% | +2.2% |
| 1607 | Revisor Wealth Management#1607 · 3,548 sh | 3,548 | $1.5M | — | -3.4% |
| 1608 | Dempze Nancy E#1608 · 3,546 sh | 3,546 | $1.5M | 0.71% | -53.9% |
| 1609 | LS Investment Advisors#1609 · 3,536 sh | 3,536 | $1.5M | — | +301.8% |
| 1610 | Generation Capital Management#1610 · 3,516 sh | 3,516 | $1.5M | 0.90% | -0.8% |
| 1611 | Fischer Financial Services#1611 · 3,512 sh | 3,512 | $1.5M | 0.37% | -34.6% |
| 1612 | Nilsine Partners#1612 · 3,511 sh | 3,511 | $1.5M | 0.10% | +1.0% |
| 1613 | Sovran Advisors#1613 · 3,402 sh | 3,402 | $1.5M | 0.11% | +65.1% |
| 1614 | RED CEDAR INVESTMENT MANAGEMENT#1614 · 3,494 sh | 3,494 | $1.5M | 0.14% | New |
| 1615 | CAPITAL & PLANNING#1615 · 3,492 sh | 3,492 | $1.5M | 0.75% | +9.0% |
| 1616 | Gordian Capital Singapore Pte Ltd#1616 · 3,500 sh | 3,500 | $1.5M | 2.49% | -12.5% |
| 1617 | NBC SECURITIES#1617 · 3,488 sh | 3,488 | $1.4M | — | -1.9% |
| 1618 | US Asset Management#1618 · 3,477 sh | 3,477 | $1.4M | 1.10% | +0.2% |
| 1619 | Ellevest#1619 · 3,451 sh | 3,451 | $1.4M | 0.17% | +3.0% |
| 1620 | Intellectus Partners#1620 · 3,453 sh | 3,453 | $1.4M | 0.25% | +2.6% |
| 1621 | Bernicke Wealth Management, Ltd.#1621 · 3,452 sh | 3,452 | $1.4M | 0.17% | -7.6% |
| 1622 | BEARING POINT CAPITAL#1622 · 3,451 sh | 3,451 | $1.4M | 0.19% | -0.3% |
| 1623 | IFG Advisory#1623 · 3,445 sh | 3,445 | $1.4M | 0.05% | New |
| 1624 | Compagnie Lombard Odier SCmA#1624 · 3,439 sh | 3,439 | $1.4M | 0.02% | +143.2% |
| 1625 | Cassia Capital Partners#1625 · 3,437 sh | 3,437 | $1.4M | 0.69% | -1.2% |
| 1626 | DEFINED WEALTH MANAGEMENT#1626 · 3,435 sh | 3,435 | $1.4M | — | +0.6% |
| 1627 | Hartford Funds Management#1627 · 3,419 sh | 3,419 | $1.4M | 0.11% | +6.6% |
| 1628 | Pictet North America Advisors SA#1628 · 3,419 sh | 3,419 | $1.4M | — | -0.6% |
| 1629 | Empirical Asset Management#1629 · 3,408 sh | 3,408 | $1.4M | 0.32% | +39.1% |
| 1630 | TLWM#1630 · 3,406 sh | 3,406 | $1.4M | — | +2.0% |
| 1631 | Bison Wealth#1631 · 3,368 sh | 3,368 | $1.4M | — | +16.7% |
| 1632 | 3Chopt Investment Partners#1632 · 3,384 sh | 3,384 | $1.4M | 0.26% | +24.9% |
| 1633 | Evansbrook#1633 · 3,380 sh | 3,380 | $1.4M | — | +0.2% |
| 1634 | ASPIRIANT#1634 · 3,379 sh | 3,379 | $1.4M | — | +22.4% |
| 1635 | WESTFIELD CAPITAL MANAGEMENT#1635 · 3,377 sh | 3,377 | $1.4M | <0.01% | +22.0% |
| 1636 | Ascent Wealth Partners#1636 · 3,365 sh | 3,365 | $1.4M | — | 0.0% |
| 1637 | CHESAPEAKE ASSET MANAGEMENT#1637 · 3,353 sh | 3,353 | $1.4M | 1.06% | +40.3% |
| 1638 | ARBOR CAPITAL MANAGEMENT#1638 · 3,319 sh | 3,319 | $1.4M | — | -16.5% |
| 1639 | Requisite Capital Management#1639 · 3,338 sh | 3,338 | $1.4M | 0.23% | -0.1% |
| 1640 | St. Johns Investment Management Company#1640 · 3,335 sh | 3,335 | $1.4M | 0.52% | +4.2% |
| 1641 | AVAII WEALTH MANAGEMENT#1641 · 3,335 sh | 3,335 | $1.4M | — | -2.3% |
| 1642 | Greenspring Advisors#1642 · 3,329 sh | 3,329 | $1.4M | 0.08% | +4.1% |
| 1643 | MCF Advisors#1643 · 3,328 sh | 3,328 | $1.4M | 0.05% | +1.4% |
| 1644 | PLIMOTH#1644 · 3,318 sh | 3,318 | $1.4M | — | -12.8% |
| 1645 | CSU Producer Resources#1645 · 3,300 sh | 3,300 | $1.4M | 4.52% | 0.0% |
| 1646 | Clare Market Investments#1646 · 3,300 sh | 3,300 | $1.4M | 0.25% | +3.8% |
| 1647 | BlueStem Wealth Partners#1647 · 3,281 sh | 3,281 | $1.4M | 0.14% | -4.0% |
| 1648 | PARSONS CAPITAL MANAGEMENT#1648 · 3,271 sh | 3,271 | $1.4M | 0.06% | +2.7% |
| 1649 | MARK SHEPTOFF FINANCIAL PLANNING#1649 · 3,268 sh | 3,268 | $1.4M | 0.72% | +0.9% |
| 1650 | SouthState Bank#1650 · 3,252 sh | 3,252 | $1.4M | 0.06% | +15.2% |
| 1651 | V-Square Quantitative Management#1651 · 3,243 sh | 3,243 | $1.3M | — | -3.1% |
| 1652 | Cache Advisors#1652 · 3,235 sh | 3,235 | $1.3M | — | 0.0% |
| 1653 | Harel Insurance Investments & Financial Services Ltd.#1653 · 3,229 sh | 3,229 | $1.3M | <0.01% | -23.9% |
| 1654 | Founders Financial Alliance#1654 · 3,219 sh | 3,219 | $1.3M | 0.18% | +0.3% |
| 1655 | DAVIS R M#1655 · 3,213 sh | 3,213 | $1.3M | 0.02% | -1.7% |
| 1656 | Lodestone Wealth Management#1656 · 3,212 sh | 3,212 | $1.3M | — | +22.7% |
| 1657 | Finivi#1657 · 3,211 sh | 3,211 | $1.3M | — | +3.1% |
| 1658 | Riverwater Partners#1658 · 3,210 sh | 3,210 | $1.3M | 0.40% | +22.2% |
| 1659 | AVISO WEALTH MANAGEMENT#1659 · 3,209 sh | 3,209 | $1.3M | 0.45% | +85.4% |
| 1660 | DONALDSON CAPITAL MANAGEMENT#1660 · 3,204 sh | 3,204 | $1.3M | 0.04% | +3.6% |
| 1661 | Marble Wealth#1661 · 3,200 sh | 3,200 | $1.3M | 0.20% | +1.4% |
| 1662 | Cyndeo Wealth Partners#1662 · 3,159 sh | 3,159 | $1.3M | — | +8.0% |
| 1663 | Burnham#1663 · 3,155 sh | 3,155 | $1.3M | 1.06% | — |
| 1664 | BDF-GESTION#1664 · 14,443 sh | 14,443 | $1.3M | — | -10.1% |
| 1665 | CONTRAVISORY INVESTMENT MANAGEMENT#1665 · 3,149 sh | 3,149 | $1.3M | — | New |
| 1666 | ROBERTS GLORE#1666 · 3,147 sh | 3,147 | $1.3M | 0.32% | -38.2% |
| 1667 | HARBOUR INVESTMENT MANAGEMENT#1667 · 3,146 sh | 3,146 | $1.3M | 0.68% | -7.9% |
| 1668 | EVERETT HARRIS#1668 · 3,142 sh | 3,142 | $1.3M | 0.02% | 0.0% |
| 1669 | TRB Wealth Management#1669 · 3,137 sh | 3,137 | $1.3M | 0.17% | +61.0% |
| 1670 | Jefferson Bridge Capital#1670 · 3,130 sh | 3,130 | $1.3M | 1.13% | 0.0% |
| 1671 | Zhang Financial#1671 · 3,128 sh | 3,128 | $1.3M | 0.04% | +0.6% |
| 1672 | EdgeRock Capital#1672 · 3,126 sh | 3,126 | $1.3M | 0.29% | +1.1% |
| 1673 | Wellspring Financial Advisors#1673 · 3,115 sh | 3,115 | $1.3M | 0.09% | -8.0% |
| 1674 | 111 Capital#1674 · 3,114 sh | 3,114 | $1.3M | 0.22% | -46.6% |
| 1675 | Orange Investment Advisors#1675 · 3,108 sh | 3,108 | $1.3M | — | -8.3% |
| 1676 | Hound Partners#1676 · 3,106 sh | 3,106 | $1.3M | 0.15% | -32.2% |
| 1677 | West Family Investments#1677 · 3,100 sh | 3,100 | $1.3M | 0.37% | +214.7% |
| 1678 | Keel Point#1678 · 3,098 sh | 3,098 | $1.3M | 0.08% | +10.5% |
| 1679 | Pacific Point Advisors#1679 · 3,088 sh | 3,088 | $1.3M | 0.59% | -37.5% |
| 1680 | Clarendon Private#1680 · 3,086 sh | 3,086 | $1.3M | 0.82% | +12.8% |
| 1681 | DELTA FINANCIAL ADVISORS#1681 · 3,070 sh | 3,070 | $1.3M | 0.30% | -2.7% |
| 1682 | Coastwise Capital Group#1682 · 3,068 sh | 3,068 | $1.3M | 0.74% | -0.6% |
| 1683 | VisionPoint Advisory Group#1683 · 3,058 sh | 3,058 | $1.3M | — | +0.4% |
| 1684 | Huntleigh Advisors#1684 · 3,057 sh | 3,057 | $1.3M | 0.18% | +50.4% |
| 1685 | CONNORS INVESTOR SERVICES#1685 · 3,057 sh | 3,057 | $1.3M | 0.11% | New |
| 1686 | Institute for Wealth Management#1686 · 3,052 sh | 3,052 | $1.3M | 0.11% | -8.8% |
| 1687 | Marathon Trading Investment Management#1687 · 3,049 sh | 3,049 | $1.3M | 0.04% | -69.2% |
| 1688 | One Capital Management#1688 · 4,681 sh | 4,681 | $1.3M | 0.04% | 0.0% |
| 1689 | Andrews Advisory Associates#1689 · 3,023 sh | 3,023 | $1.3M | — | -4.2% |
| 1690 | Forvis Mazars Wealth Advisors#1690 · 3,019 sh | 3,019 | $1.3M | — | +5.5% |
| 1691 | Legato Capital Management#1691 · 3,017 sh | 3,017 | $1.3M | 0.10% | +23.9% |
| 1692 | SCS Capital Management#1692 · 3,017 sh | 3,017 | $1.3M | 0.01% | -30.0% |
| 1693 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1693 · 3,006 sh | 3,006 | $1.2M | — | -12.5% |
| 1694 | EARNEST PARTNERS#1694 · 3,005 sh | 3,005 | $1.2M | <0.01% | -1.0% |
| 1695 | Archford Capital Strategies#1695 · 3,005 sh | 3,005 | $1.2M | — | +5.0% |
| 1696 | Investment Advisors#1696 · 3,004 sh | 3,004 | $1.2M | — | +0.1% |
| 1697 | Mitsubishi UFJ Asset Management (UK) Ltd.#1697 · 3,000 sh | 3,000 | $1.2M | — | -40.0% |
| 1698 | Churchill Financial Advisors#1698 · 3,000 sh | 3,000 | $1.2M | — | -9.1% |
| 1699 | KLCM Advisors#1699 · 2,988 sh | 2,988 | $1.2M | 0.10% | -0.8% |
| 1700 | United Advisor Group#1700 · 2,980 sh | 2,980 | $1.2M | 0.13% | -7.3% |
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.