UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Avantra Family Wealth#2101 · 1,715 sh | 1,715 | $712.8K | — | New |
| 2102 | PKS Advisory Services#2102 · 1,709 sh | 1,709 | $710.4K | — | New |
| 2103 | FIDUCIARY FAMILY OFFICE#2103 · 1,709 sh | 1,709 | $710.3K | 0.18% | +12.4% |
| 2104 | Diligent Investors#2104 · 1,709 sh | 1,709 | $710.2K | — | +6.3% |
| 2105 | SAPIENT CAPITAL#2105 · 1,704 sh | 1,704 | $708.2K | — | -44.9% |
| 2106 | Novak & Powell Financial Services#2106 · 1,702 sh | 1,702 | $707.2K | 0.33% | +0.4% |
| 2107 | WINTON GROUP Ltd#2107 · 1,701 sh | 1,701 | $707.0K | 0.02% | -95.4% |
| 2108 | Skylands Capital#2108 · 1,700 sh | 1,700 | $706.6K | — | -82.5% |
| 2109 | MAD RIVER INVESTORS#2109 · 1,700 sh | 1,700 | $706.6K | 0.26% | 0.0% |
| 2110 | 1015 Capital Partners#2110 · 1,699 sh | 1,699 | $706.2K | 0.59% | +0.8% |
| 2111 | BRADY FAMILY WEALTH#2111 · 1,697 sh | 1,697 | $705.3K | 0.20% | -9.2% |
| 2112 | CANANDAIGUA NATIONAL BANK#2112 · 1,695 sh | 1,695 | $704.5K | — | — |
| 2113 | Weaver Consulting Group#2113 · 1,693 sh | 1,693 | $703.5K | — | +0.7% |
| 2114 | White Lighthouse Investment Management#2114 · 1,686 sh | 1,686 | $700.9K | — | 0.0% |
| 2115 | Cornell Pochily Investment Advisors#2115 · 1,682 sh | 1,682 | $699.3K | — | New |
| 2116 | Future Financial Wealth Managment#2116 · 1,647 sh | 1,647 | $697.6K | — | -22.9% |
| 2117 | Spartan Planning & Wealth Management#2117 · 1,676 sh | 1,676 | $696.7K | — | New |
| 2118 | PARK NATIONAL#2118 · 1,676 sh | 1,676 | $696.6K | — | -3.0% |
| 2119 | AXS Investments#2119 · 1,672 sh | 1,672 | $694.9K | 0.20% | -16.9% |
| 2120 | EADS & HEALD WEALTH MANAGEMENT#2120 · 1,669 sh | 1,669 | $693.7K | 0.34% | +0.5% |
| 2121 | CLARIS ADVISORS, / MO#2121 · 1,663 sh | 1,663 | $691.2K | 0.18% | 0.0% |
| 2122 | Resolute Wealth Strategies#2122 · 1,658 sh | 1,658 | $689.1K | 0.27% | -18.4% |
| 2123 | Prospect Financial Services#2123 · 1,658 sh | 1,658 | $689.0K | 0.35% | -11.8% |
| 2124 | ENTERPRISE FINANCIAL SERVICES#2124 · 1,657 sh | 1,657 | $688.7K | 0.28% | +12.9% |
| 2125 | Paulson Wealth Management#2125 · 1,656 sh | 1,656 | $688.3K | 0.15% | -25.8% |
| 2126 | Cambridge Advisors#2126 · 1,655 sh | 1,655 | $687.9K | — | 0.0% |
| 2127 | CFO4Life Group#2127 · 1,653 sh | 1,653 | $687.0K | 0.09% | -14.9% |
| 2128 | Chesapeake Wealth Management#2128 · 1,652 sh | 1,652 | $686.6K | 0.19% | -34.6% |
| 2129 | FRANKLIN STREET ADVISORS#2129 · 1,651 sh | 1,651 | $686.2K | — | +3.0% |
| 2130 | Clearwave Capital#2130 · 1,648 sh | 1,648 | $684.9K | 0.38% | +0.5% |
| 2131 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#2131 · 1,646 sh | 1,646 | $684.1K | 0.08% | -64.9% |
| 2132 | Alteri Wealth#2132 · 1,646 sh | 1,646 | $684.1K | 0.19% | +76.0% |
| 2133 | Caerus Investment Advisors#2133 · 1,640 sh | 1,640 | $681.6K | 0.23% | +88.1% |
| 2134 | DROMS STRAUSS ADVISORS /MO#2134 · 1,637 sh | 1,637 | $680.4K | 0.15% | 0.0% |
| 2135 | Thrive Wealth Management#2135 · 1,636 sh | 1,636 | $679.8K | — | -0.4% |
| 2136 | Amplius Wealth Advisors#2136 · 1,632 sh | 1,632 | $678.4K | — | -6.5% |
| 2137 | Investment Research Partners#2137 · 1,631 sh | 1,631 | $678.0K | — | +27.8% |
| 2138 | WASHINGTON#2138 · 1,623 sh | 1,623 | $674.4K | — | +0.9% |
| 2139 | LMG Wealth Partners#2139 · 1,622 sh | 1,622 | $674.1K | 0.11% | +0.7% |
| 2140 | Regent Peak Wealth Advisors#2140 · 1,620 sh | 1,620 | $673.4K | — | +21.3% |
| 2141 | SeaCrest Wealth Management#2141 · 1,619 sh | 1,619 | $673.0K | — | -22.2% |
| 2142 | TIAA , NATIONAL ASSOCIATION#2142 · 1,619 sh | 1,619 | $672.9K | 0.04% | -77.2% |
| 2143 | DARK FOREST CAPITAL MANAGEMENT#2143 · 1,618 sh | 1,618 | $672.5K | 0.04% | New |
| 2144 | TRED AVON FAMILY WEALTH#2144 · 1,612 sh | 1,612 | $670.0K | — | +1.8% |
| 2145 | STEPHENSON NATIONAL BANK#2145 · 1,612 sh | 1,612 | $670.0K | — | +23.4% |
| 2146 | Soundwatch Capital#2146 · 1,609 sh | 1,609 | $668.7K | 0.07% | -1.0% |
| 2147 | Graham Capital Management, L.P.#2147 · 1,607 sh | 1,607 | $667.9K | 0.01% | +6080.8% |
| 2148 | Opus Capital Group#2148 · 1,603 sh | 1,603 | $666.0K | 0.06% | +36.1% |
| 2149 | Harbor Advisors#2149 · 1,600 sh | 1,600 | $665.0K | 0.08% | 0.0% |
| 2150 | RK Capital Management#2150 · 1,600 sh | 1,600 | $665.0K | <0.01% | New |
| 2151 | Pointe Capital Management#2151 · 1,595 sh | 1,595 | $662.9K | 0.30% | +16.0% |
| 2152 | Elevated Capital Advisors#2152 · 1,594 sh | 1,594 | $662.6K | 0.18% | -39.4% |
| 2153 | Quadrant Private Wealth Management#2153 · 1,594 sh | 1,594 | $662.5K | 0.15% | +21.3% |
| 2154 | Falcon Wealth Planning#2154 · 1,587 sh | 1,587 | $659.6K | 0.04% | +3.9% |
| 2155 | Werba Rubin Papier Wealth Management#2155 · 1,585 sh | 1,585 | $658.9K | 0.08% | +23.3% |
| 2156 | Reflection Asset Management#2156 · 1,585 sh | 1,585 | $658.8K | 0.31% | -4.6% |
| 2157 | Fairscale Capital#2157 · 1,584 sh | 1,584 | $658.5K | 0.39% | -3.9% |
| 2158 | Tempus Wealth Planning#2158 · 1,580 sh | 1,580 | $656.5K | — | -33.6% |
| 2159 | Cascade Financial Partners#2159 · 1,578 sh | 1,578 | $655.8K | 0.06% | -4.5% |
| 2160 | W.H. Cornerstone Investments#2160 · 1,575 sh | 1,575 | $654.8K | 0.37% | +29.7% |
| 2161 | Brookwood Investment Group#2161 · 1,574 sh | 1,574 | $654.1K | 0.07% | -1.9% |
| 2162 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#2162 · 1,571 sh | 1,571 | $653.0K | 0.51% | 0.0% |
| 2163 | Apollon Financial#2163 · 1,570 sh | 1,570 | $652.4K | — | +6.8% |
| 2164 | Portside Wealth Group#2164 · 1,566 sh | 1,566 | $651.1K | — | +7.8% |
| 2165 | BARON SILVER STEVENS FINANCIAL ADVISORS#2165 · 1,565 sh | 1,565 | $650.5K | 0.08% | 0.0% |
| 2166 | Englebert Financial Advisers#2166 · 1,564 sh | 1,564 | $650.0K | — | -23.3% |
| 2167 | Phillips Wealth Planners#2167 · 1,516 sh | 1,516 | $649.1K | 0.48% | +13.6% |
| 2168 | Southeast Asset Advisors#2168 · 1,559 sh | 1,559 | $647.8K | 0.07% | -0.6% |
| 2169 | Cushing Capital Partners#2169 · 1,557 sh | 1,557 | $647.2K | — | -3.3% |
| 2170 | Fortress Wealth Group#2170 · 1,538 sh | 1,538 | $647.1K | 0.22% | New |
| 2171 | Olde Wealth Management#2171 · 1,559 sh | 1,559 | $647.0K | 0.18% | -9.3% |
| 2172 | Navigation Group#2172 · 1,553 sh | 1,553 | $645.4K | 0.13% | +0.3% |
| 2173 | MCDONALD PARTNERS#2173 · 1,548 sh | 1,548 | $643.4K | 0.16% | -37.6% |
| 2174 | Fosun International Ltd#2174 · 1,548 sh | 1,548 | $643.4K | 0.14% | -76.9% |
| 2175 | Dickmeyer Boyce Financial Management#2175 · 1,548 sh | 1,548 | $643.3K | — | +15.4% |
| 2176 | Ullmann Wealth Partners Group#2176 · 1,547 sh | 1,547 | $643.0K | 0.06% | +30.7% |
| 2177 | Stokes Family Office#2177 · 1,541 sh | 1,541 | $640.5K | 0.07% | -23.9% |
| 2178 | Rollins Financial Advisors#2178 · 1,540 sh | 1,540 | $639.9K | 0.08% | +26.3% |
| 2179 | Gilbert & Cook#2179 · 1,536 sh | 1,536 | $638.4K | 0.07% | -1.1% |
| 2180 | SEEDS INVESTOR#2180 · 1,531 sh | 1,531 | $636.3K | 0.07% | +30.7% |
| 2181 | MEANS INVESTMENT#2181 · 1,530 sh | 1,530 | $636.1K | 0.05% | -5.5% |
| 2182 | CLEAR WAVE WEALTH MANAGEMENT#2182 · 1,530 sh | 1,530 | $635.9K | 0.12% | +29.7% |
| 2183 | Sound Income Strategies#2183 · 1,527 sh | 1,527 | $634.5K | — | +8.3% |
| 2184 | Worth Asset Management#2184 · 1,525 sh | 1,525 | $633.8K | — | +22.1% |
| 2185 | Jacobsen Capital Management#2185 · 1,516 sh | 1,516 | $630.1K | — | +13.0% |
| 2186 | MUSTICO FINANCIAL GROUP#2186 · 1,637 sh | 1,637 | $629.3K | 0.41% | +1.0% |
| 2187 | State of Wyoming#2187 · 1,514 sh | 1,514 | $629.3K | 0.06% | New |
| 2188 | Sterling Investment Advisors, Ltd.#2188 · 1,513 sh | 1,513 | $628.9K | 0.11% | 0.0% |
| 2189 | Paragon Private Wealth Management#2189 · 1,511 sh | 1,511 | $628.0K | — | +12.3% |
| 2190 | COFG Advisors#2190 · 1,509 sh | 1,509 | $627.1K | 0.11% | +52.1% |
| 2191 | Curated Wealth Partners#2191 · 1,508 sh | 1,508 | $626.8K | — | +38.9% |
| 2192 | Winthrop Advisory Group#2192 · 1,507 sh | 1,507 | $626.5K | — | +1.2% |
| 2193 | ARROW FINANCIAL#2193 · 1,505 sh | 1,505 | $625.5K | — | -20.8% |
| 2194 | Next Level Private#2194 · 1,504 sh | 1,504 | $625.2K | — | +6.7% |
| 2195 | Consolidated Planning#2195 · 1,503 sh | 1,503 | $624.8K | — | -10.2% |
| 2196 | Abacus Wealth Partners#2196 · 1,502 sh | 1,502 | $624.3K | 0.07% | -41.5% |
| 2197 | True North Advisors#2197 · 1,500 sh | 1,500 | $623.6K | — | -25.2% |
| 2198 | PURSUE WEALTH PARTNERS#2198 · 1,500 sh | 1,500 | $623.4K | 0.35% | New |
| 2199 | Corundum Company#2199 · 1,499 sh | 1,499 | $623.0K | 1.66% | 0.0% |
| 2200 | Trueblood Wealth Management#2200 · 1,499 sh | 1,499 | $623.0K | — | +2.0% |
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.