UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | VIRTUE ASSET MANAGEMENT#1901 · 2,239 sh | 2,239 | $930.6K | — | +15.8% |
| 1902 | Jackson, Grant Investment Advisers#1902 · 2,237 sh | 2,237 | $929.9K | 0.29% | +0.2% |
| 1903 | CAPE COD FIVE CENTS SAVINGS BANK#1903 · 2,236 sh | 2,236 | $929.3K | 0.08% | — |
| 1904 | LBMC INVESTMENT ADVISORS#1904 · 2,235 sh | 2,235 | $928.8K | 0.05% | +0.6% |
| 1905 | Salvus Wealth Management#1905 · 2,232 sh | 2,232 | $927.8K | — | -9.0% |
| 1906 | INDEPENDENT INVESTORS#1906 · 2,230 sh | 2,230 | $926.9K | 0.18% | -13.6% |
| 1907 | Altus Wealth Group#1907 · 2,225 sh | 2,225 | $924.8K | — | +7.1% |
| 1908 | AlphaStar Capital Management#1908 · 2,220 sh | 2,220 | $922.6K | — | +20.0% |
| 1909 | Fairvoy Private Wealth#1909 · 2,212 sh | 2,212 | $919.2K | — | New |
| 1910 | Legacy Wealth Management, / MS#1910 · 2,208 sh | 2,208 | $917.7K | 0.24% | -43.5% |
| 1911 | SFMG#1911 · 2,207 sh | 2,207 | $917.5K | 0.06% | -1.4% |
| 1912 | CRA Financial Services#1912 · 2,207 sh | 2,207 | $917.3K | — | +8.5% |
| 1913 | Topsail Wealth Management#1913 · 2,202 sh | 2,202 | $915.2K | 0.12% | -11.1% |
| 1914 | Collaborative Fund Advisors#1914 · 2,190 sh | 2,190 | $910.2K | 0.53% | New |
| 1915 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1915 · 2,190 sh | 2,190 | $910.2K | — | +1.6% |
| 1916 | Herold Advisors#1916 · 2,193 sh | 2,193 | $910.0K | — | -5.8% |
| 1917 | GARRISON POINT ADVISORS#1917 · 2,187 sh | 2,187 | $909.0K | 0.37% | -11.1% |
| 1918 | Grandview Asset Management#1918 · 2,186 sh | 2,186 | $908.5K | — | +11.2% |
| 1919 | XY Planning Network#1919 · 2,184 sh | 2,184 | $908.0K | — | +182.9% |
| 1920 | Redwood Family Wealth#1920 · 2,182 sh | 2,182 | $906.9K | — | +0.5% |
| 1921 | Finer Wealth Management#1921 · 2,175 sh | 2,175 | $904.0K | — | -0.9% |
| 1922 | Murphy & Mullick Capital Management#1922 · 2,170 sh | 2,170 | $902.0K | 0.56% | +2.4% |
| 1923 | Pettee Investors#1923 · 2,168 sh | 2,168 | $901.1K | 0.44% | 0.0% |
| 1924 | Cornerstone Advisory#1924 · 2,167 sh | 2,167 | $900.6K | 0.07% | -15.5% |
| 1925 | KG&L Capital Management#1925 · 2,164 sh | 2,164 | $899.4K | — | +3.7% |
| 1926 | DOLIVER ADVISORS#1926 · 2,159 sh | 2,159 | $897.3K | — | -1.0% |
| 1927 | Benchmark Financial Wealth Advisors#1927 · 2,158 sh | 2,158 | $896.9K | — | -6.7% |
| 1928 | Financial Planning Navigators#1928 · 2,156 sh | 2,156 | $896.1K | — | New |
| 1929 | RATIONAL ADVISORS#1929 · 2,155 sh | 2,155 | $895.7K | 0.08% | +630.5% |
| 1930 | Oxbow Advisors#1930 · 2,153 sh | 2,153 | $894.9K | 0.07% | 0.0% |
| 1931 | BEESE FULMER INVESTMENT MANAGEMENT#1931 · 2,143 sh | 2,143 | $890.6K | — | +18.8% |
| 1932 | Synergy Investment Management#1932 · 2,141 sh | 2,141 | $890.5K | 0.22% | +7.6% |
| 1933 | Taylor Hoffman Capital Management#1933 · 2,141 sh | 2,141 | $889.9K | 0.22% | 0.0% |
| 1934 | Financial Security Advisor#1934 · 2,139 sh | 2,139 | $889.0K | 0.14% | +10.7% |
| 1935 | Beaumont Financial Advisors#1935 · 2,131 sh | 2,131 | $885.5K | — | +2.4% |
| 1936 | Twelve Points Wealth Management#1936 · 2,130 sh | 2,130 | $885.3K | 0.18% | -13.8% |
| 1937 | Coastal Bridge Advisors#1937 · 2,128 sh | 2,128 | $884.2K | 0.05% | -2.6% |
| 1938 | SYM FINANCIAL#1938 · 2,127 sh | 2,127 | $884.2K | — | -23.6% |
| 1939 | ADVISORY RESEARCH#1939 · 2,124 sh | 2,124 | $882.8K | 0.09% | 0.0% |
| 1940 | BANK OF STOCKTON#1940 · 2,121 sh | 2,121 | $881.6K | — | -1.1% |
| 1941 | Wallace Capital Management#1941 · 2,119 sh | 2,119 | $880.7K | 0.10% | 0.0% |
| 1942 | Broderick Brian C#1942 · 2,112 sh | 2,112 | $877.8K | 0.14% | -60.0% |
| 1943 | Intesa Sanpaolo Wealth Management#1943 · 2,112 sh | 2,112 | $877.8K | 0.18% | +398.1% |
| 1944 | Waterfront Wealth#1944 · 2,066 sh | 2,066 | $877.3K | 0.14% | +14.0% |
| 1945 | CIM INVESTMENT MANAGEMENT#1945 · 2,106 sh | 2,106 | $875.3K | 0.21% | -9.0% |
| 1946 | Bradyco#1946 · 2,099 sh | 2,099 | $872.4K | 1.00% | 0.0% |
| 1947 | Wilson & Boucher Capital Management#1947 · 2,095 sh | 2,095 | $870.8K | 0.51% | -4.6% |
| 1948 | Syntegra Private Wealth Group#1948 · 2,090 sh | 2,090 | $868.8K | — | +7.6% |
| 1949 | CARDIFF PARK ADVISORS#1949 · 2,084 sh | 2,084 | $866.1K | 0.07% | -7.3% |
| 1950 | Certified Advisory#1950 · 2,078 sh | 2,078 | $863.7K | 0.07% | +2.7% |
| 1951 | NORTHBRIDGE FINANCIAL GROUP#1951 · 2,075 sh | 2,075 | $862.5K | 0.33% | -4.2% |
| 1952 | PATRICK M SWEENEY & ASSOCIATES#1952 · 2,072 sh | 2,072 | $861.2K | — | +3.2% |
| 1953 | Burns Matteson Capital Management#1953 · 2,070 sh | 2,070 | $860.3K | — | +11.4% |
| 1954 | SPIREPOINT PRIVATE CLIENT#1954 · 2,069 sh | 2,069 | $860.0K | 0.07% | -0.6% |
| 1955 | ROMANO BROTHERS AND COMPANY#1955 · 2,069 sh | 2,069 | $859.9K | — | -0.4% |
| 1956 | BOK Financial Private Wealth#1956 · 2,062 sh | 2,062 | $857.0K | 0.04% | -14.6% |
| 1957 | Legacy Wealth Advisors#1957 · 2,061 sh | 2,061 | $856.6K | 0.37% | +28.4% |
| 1958 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#1958 · 2,060 sh | 2,060 | $856.2K | <0.01% | -23.1% |
| 1959 | Analyst IMS Investment Management Services Ltd.#1959 · 2,059 sh | 2,059 | $856.0K | 0.02% | -23.9% |
| 1960 | Yoffe Investment Management#1960 · 2,058 sh | 2,058 | $855.5K | 0.98% | 0.0% |
| 1961 | 55 North Private Wealth#1961 · 2,055 sh | 2,055 | $854.1K | — | +6.6% |
| 1962 | Patten Group#1962 · 2,052 sh | 2,052 | $852.9K | — | -18.4% |
| 1963 | CHATHAM CAPITAL GROUP#1963 · 2,047 sh | 2,047 | $850.8K | — | -14.4% |
| 1964 | Strategic Blueprint#1964 · 2,044 sh | 2,044 | $849.7K | — | -8.4% |
| 1965 | Bell Bank#1965 · 2,043 sh | 2,043 | $849.1K | — | +3.9% |
| 1966 | Fort Point Capital Partners#1966 · 2,042 sh | 2,042 | $848.7K | 0.06% | -5.3% |
| 1967 | Graves-Light Private Wealth Management#1967 · 2,040 sh | 2,040 | $847.9K | — | +0.9% |
| 1968 | McLean Asset Management#1968 · 2,041 sh | 2,041 | $845.8K | 0.11% | +4.6% |
| 1969 | OKABENA INVESTMENT SERVICES#1969 · 2,031 sh | 2,031 | $844.1K | 0.15% | -1.4% |
| 1970 | MASSACHUSETTS FINANCIAL SERVICES#1970 · 2,026 sh | 2,026 | $842.1K | <0.01% | New |
| 1971 | BALLAST ADVISORS#1971 · 2,024 sh | 2,024 | $841.2K | 0.20% | +81.7% |
| 1972 | Klingman & Associates#1972 · 2,021 sh | 2,021 | $840.0K | — | +8.3% |
| 1973 | Cornerstone Wealth Management#1973 · 2,021 sh | 2,021 | $840.0K | 0.04% | -3.4% |
| 1974 | Forty-three Eighteen Advisors#1974 · 2,019 sh | 2,019 | $839.2K | 0.56% | New |
| 1975 | Bigelow Investment Advisors#1975 · 2,012 sh | 2,012 | $836.2K | — | -2.6% |
| 1976 | Keystone Financial Group#1976 · 2,007 sh | 2,007 | $834.4K | 0.05% | +9.1% |
| 1977 | WEST MICHIGAN ADVISORS#1977 · 3,082 sh | 3,082 | $834.0K | 0.18% | 0.0% |
| 1978 | Dorato Capital Management#1978 · 1,964 sh | 1,964 | $834.0K | — | 0.0% |
| 1979 | Aspire Growth Partners#1979 · 1,999 sh | 1,999 | $831.0K | 0.48% | +25.7% |
| 1980 | FOX RUN MANAGEMENT, L.L.C.#1980 · 1,999 sh | 1,999 | $830.8K | 0.14% | New |
| 1981 | XXI WEALTH#1981 · 1,997 sh | 1,997 | $830.1K | — | +49.6% |
| 1982 | Corsicana#1982 · 1,996 sh | 1,996 | $829.6K | 0.40% | +8578.3% |
| 1983 | Westbourne Investment Advisors#1983 · 1,994 sh | 1,994 | $828.8K | — | -21.2% |
| 1984 | BINGHAM PRIVATE WEALTH#1984 · 1,987 sh | 1,987 | $825.9K | 0.57% | +26.3% |
| 1985 | Glen Eagle Advisors#1985 · 1,985 sh | 1,985 | $824.9K | 0.10% | +6.0% |
| 1986 | SAWGRASS ASSET MANAGEMENT#1986 · 1,984 sh | 1,984 | $824.7K | 0.11% | 0.0% |
| 1987 | Formidable Asset Management#1987 · 3,045 sh | 3,045 | $824.1K | 0.13% | -23.6% |
| 1988 | Lebenthal Global Advisors#1988 · 1,980 sh | 1,980 | $822.9K | 0.11% | -44.4% |
| 1989 | LIFELONG WEALTH ADVISORS#1989 · 1,975 sh | 1,975 | $820.9K | — | +36.3% |
| 1990 | Lauer Wealth#1990 · 1,927 sh | 1,927 | $819.3K | — | -3.4% |
| 1991 | RKL Wealth Management#1991 · 1,971 sh | 1,971 | $819.2K | — | -13.2% |
| 1992 | FLOW TRADERS U.S.#1992 · 1,966 sh | 1,966 | $817.0K | 0.03% | -27.1% |
| 1993 | HCR Wealth Advisors#1993 · 1,957 sh | 1,957 | $813.8K | — | +1.0% |
| 1994 | Wealth Science Advisors#1994 · 1,957 sh | 1,957 | $813.4K | — | +65.6% |
| 1995 | Baron Wealth Management#1995 · 1,957 sh | 1,957 | $813.2K | 0.21% | +38.1% |
| 1996 | ARMSTRONG ADVISORY GROUP#1996 · 1,948 sh | 1,948 | $809.7K | — | -15.7% |
| 1997 | Abacus Planning Group#1997 · 1,946 sh | 1,946 | $808.7K | 0.10% | -1.3% |
| 1998 | Godshalk Welsh Capital Management#1998 · 1,945 sh | 1,945 | $808.4K | 0.44% | 0.0% |
| 1999 | Breakwater Capital Group#1999 · 1,945 sh | 1,945 | $808.4K | — | -19.4% |
| 2000 | Westover Capital Advisors#2000 · 1,942 sh | 1,942 | $807.2K | — | -0.7% |
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.