UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Axis Wealth Partners#2201 · 1,498 sh | 1,498 | $622.4K | 0.30% | -3.5% |
| 2202 | SAX WEALTH ADVISORS#2202 · 2,300 sh | 2,300 | $622.3K | — | +236.7% |
| 2203 | Flatrock Wealth Partners#2203 · 1,494 sh | 1,494 | $621.1K | 0.24% | +20.6% |
| 2204 | Sandro Wealth Management#2204 · 1,494 sh | 1,494 | $620.8K | 0.45% | +11.3% |
| 2205 | Cerro Pacific Wealth Advisors#2205 · 1,490 sh | 1,490 | $619.2K | — | New |
| 2206 | VERUS CAPITAL PARTNERS#2206 · 1,489 sh | 1,489 | $619.0K | 0.03% | +7.0% |
| 2207 | Thomasville National Bank#2207 · 1,488 sh | 1,488 | $618.5K | 0.03% | — |
| 2208 | Traynor Capital Management#2208 · 1,485 sh | 1,485 | $617.3K | 0.03% | -21.0% |
| 2209 | Paladin Advisory Group#2209 · 1,484 sh | 1,484 | $616.8K | 0.41% | 0.0% |
| 2210 | Gratus Wealth Advisors#2210 · 1,479 sh | 1,479 | $614.7K | — | 0.0% |
| 2211 | Malaga Cove Capital#2211 · 1,478 sh | 1,478 | $614.3K | — | -2.3% |
| 2212 | Buska Wealth Management#2212 · 1,478 sh | 1,478 | $614.3K | — | -0.9% |
| 2213 | LAUREL OAK WEALTH MANAGEMENT#2213 · 1,476 sh | 1,476 | $613.5K | — | +5.8% |
| 2214 | Grey Ledge Advisors#2214 · 1,476 sh | 1,476 | $613.3K | 0.12% | +0.9% |
| 2215 | AMES NATIONAL#2215 · 1,471 sh | 1,471 | $611.4K | 0.34% | -3.0% |
| 2216 | Asset One Wealth Management#2216 · 1,453 sh | 1,453 | $608.0K | 0.06% | +5.4% |
| 2217 | FELL CAPITAL MANAGEMENT#2217 · 1,458 sh | 1,458 | $606.0K | — | 0.0% |
| 2218 | SGL Investment Advisors#2218 · 1,482 sh | 1,482 | $605.8K | 0.21% | -37.1% |
| 2219 | CERTUITY#2219 · 1,457 sh | 1,457 | $605.6K | 0.03% | -44.3% |
| 2220 | Hamilton Point Investment Advisors#2220 · 1,457 sh | 1,457 | $605.6K | 0.09% | 0.0% |
| 2221 | Aspen Wealth Strategies#2221 · 1,457 sh | 1,457 | $605.4K | 0.29% | +4.9% |
| 2222 | Pinnacle Bancorp#2222 · 1,456 sh | 1,456 | $605.2K | — | -26.4% |
| 2223 | Regal Investment Advisors#2223 · 1,453 sh | 1,453 | $603.9K | 0.03% | -28.5% |
| 2224 | Midwest Financial Partners Investments#2224 · 1,453 sh | 1,453 | $603.9K | — | -6.5% |
| 2225 | FSB PREMIER WEALTH MANAGEMENT#2225 · 1,449 sh | 1,449 | $602.0K | 0.17% | -1.0% |
| 2226 | Moran Wealth Management#2226 · 1,446 sh | 1,446 | $601.0K | — | +37.1% |
| 2227 | Lighthouse Financial#2227 · 1,441 sh | 1,441 | $598.9K | — | -38.5% |
| 2228 | SILVER OAK SECURITIES#2228 · 1,438 sh | 1,438 | $597.5K | 0.04% | -23.5% |
| 2229 | Delta Investment Management#2229 · 1,432 sh | 1,432 | $595.0K | 0.10% | New |
| 2230 | Lantz Financial#2230 · 1,431 sh | 1,431 | $594.9K | — | +10.2% |
| 2231 | SHP Wealth Management#2231 · 1,429 sh | 1,429 | $593.8K | 0.04% | -33.7% |
| 2232 | Persistent Asset Partners Ltd#2232 · 1,427 sh | 1,427 | $593.1K | 0.18% | New |
| 2233 | J. Derek Lewis & Associates#2233 · 1,422 sh | 1,422 | $590.9K | 0.11% | -7.6% |
| 2234 | Better Way Financial#2234 · 1,420 sh | 1,420 | $590.6K | 0.50% | — |
| 2235 | Alpha Financial Advisors#2235 · 1,418 sh | 1,418 | $589.4K | 0.15% | -2.8% |
| 2236 | PUZO MICHAEL J#2236 · 1,415 sh | 1,415 | $588.1K | 0.15% | -87.7% |
| 2237 | Forefront Analytics#2237 · 1,409 sh | 1,409 | $585.8K | 0.64% | -28.9% |
| 2238 | Summit Financial Strategies#2238 · 1,406 sh | 1,406 | $584.3K | — | -0.1% |
| 2239 | GTS SECURITIES#2239 · 1,405 sh | 1,405 | $584.0K | 0.01% | -72.6% |
| 2240 | Discipline Wealth Solutions#2240 · 1,405 sh | 1,405 | $584.0K | — | +0.8% |
| 2241 | Dynamic Technology Lab Private Ltd#2241 · 1,400 sh | 1,400 | $582.0K | 0.13% | -12.9% |
| 2242 | CLARK FINANCIAL SERVICES GROUP#2242 · 1,397 sh | 1,397 | $580.4K | — | +0.9% |
| 2243 | General Partner#2243 · 1,396 sh | 1,396 | $580.2K | — | 0.0% |
| 2244 | First City Capital Management#2244 · 1,393 sh | 1,393 | $579.0K | 0.28% | -0.4% |
| 2245 | PACES FERRY WEALTH ADVISORS#2245 · 1,393 sh | 1,393 | $579.0K | 0.21% | +38.3% |
| 2246 | Brady Martz Wealth Solutions#2246 · 1,392 sh | 1,392 | $578.7K | 0.09% | +56.1% |
| 2247 | McElhenny Sheffield Capital Management#2247 · 1,392 sh | 1,392 | $578.6K | 0.14% | +6.8% |
| 2248 | MINDSET WEALTH MANAGEMENT#2248 · 1,388 sh | 1,388 | $577.0K | — | -12.2% |
| 2249 | Wealth Group Ltd#2249 · 1,387 sh | 1,387 | $576.5K | — | -12.8% |
| 2250 | Lynx Investment Advisory#2250 · 1,385 sh | 1,385 | $575.7K | 0.19% | New |
| 2251 | Legacy Advisors#2251 · 1,384 sh | 1,384 | $575.3K | — | +27.3% |
| 2252 | AGH Wealth Advisors#2252 · 1,382 sh | 1,382 | $574.4K | — | +2.8% |
| 2253 | Brucke Financial#2253 · 1,379 sh | 1,379 | $573.3K | — | +3.4% |
| 2254 | B.O.S.S. Retirement Advisors#2254 · 1,378 sh | 1,378 | $572.9K | — | +3.0% |
| 2255 | WEDGE CAPITAL MANAGEMENT L L P#2255 · 1,378 sh | 1,378 | $572.7K | — | -90.7% |
| 2256 | Fiduciary Group#2256 · 1,378 sh | 1,378 | $572.7K | 0.04% | +0.8% |
| 2257 | RFP Financial Group#2257 · 1,377 sh | 1,377 | $572.4K | 0.26% | +24.2% |
| 2258 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#2258 · 1,386 sh | 1,386 | $572.1K | 0.34% | 0.0% |
| 2259 | SECURED RETIREMENT ADVISORS#2259 · 1,374 sh | 1,374 | $571.1K | 0.29% | -65.9% |
| 2260 | Rosenberg Matthew Hamilton#2260 · 1,374 sh | 1,374 | $571.1K | — | +0.3% |
| 2261 | Phillip James Consulting#2261 · 1,373 sh | 1,373 | $570.4K | 0.38% | -11.9% |
| 2262 | Provident Investment Management#2262 · 1,371 sh | 1,371 | $569.8K | — | -2.1% |
| 2263 | Olistico Wealth#2263 · 1,369 sh | 1,369 | $569.0K | — | +24.9% |
| 2264 | GOULD ASSET MANAGEMENT#2264 · 1,367 sh | 1,367 | $568.2K | 0.09% | New |
| 2265 | Buttonwood Financial Advisors#2265 · 1,365 sh | 1,365 | $567.5K | — | -2.2% |
| 2266 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#2266 · 1,359 sh | 1,359 | $564.8K | 0.07% | +2.6% |
| 2267 | RETIREMENT PLANNING GROUP, / NY#2267 · 1,359 sh | 1,359 | $564.7K | 0.31% | -17.0% |
| 2268 | Signature Equity Partners#2268 · 1,357 sh | 1,357 | $564.0K | 0.26% | +34.4% |
| 2269 | BIRINYI ASSOCIATES#2269 · 1,350 sh | 1,350 | $561.0K | 0.13% | 0.0% |
| 2270 | Winch Advisory Services#2270 · 1,345 sh | 1,345 | $559.2K | 0.12% | -12.3% |
| 2271 | WESTWOOD GROUP#2271 · 1,345 sh | 1,345 | $559.0K | <0.01% | New |
| 2272 | BCS Wealth Management#2272 · 1,342 sh | 1,342 | $557.8K | 0.10% | -5.0% |
| 2273 | FIRST MERCHANTS#2273 · 1,342 sh | 1,342 | $557.8K | — | -1.8% |
| 2274 | Clarus Wealth Advisors#2274 · 1,310 sh | 1,310 | $557.5K | — | -12.9% |
| 2275 | FIRST FINANCIAL#2275 · 1,338 sh | 1,338 | $556.1K | — | -0.6% |
| 2276 | Prairiewood Capital#2276 · 1,337 sh | 1,337 | $555.6K | — | 0.0% |
| 2277 | CAHABA WEALTH MANAGEMENT#2277 · 1,333 sh | 1,333 | $553.9K | — | +0.8% |
| 2278 | Stiles Financial Services#2278 · 1,331 sh | 1,331 | $553.3K | 0.14% | -1.2% |
| 2279 | Measured Wealth Private Client Group#2279 · 1,331 sh | 1,331 | $553.2K | 0.13% | 0.0% |
| 2280 | Wealth Management Associates#2280 · 1,328 sh | 1,328 | $551.8K | 0.15% | +0.3% |
| 2281 | Forum Financial Management#2281 · 1,323 sh | 1,323 | $549.7K | — | +1.5% |
| 2282 | SWISS RE LTD#2282 · 1,319 sh | 1,319 | $548.2K | 0.05% | +1132.7% |
| 2283 | Octavia Wealth Advisors#2283 · 1,317 sh | 1,317 | $547.2K | 0.05% | -0.2% |
| 2284 | Oakmont Investment Advisors#2284 · 1,314 sh | 1,314 | $546.4K | — | New |
| 2285 | Hills Bank#2285 · 1,313 sh | 1,313 | $545.7K | 0.02% | +47.7% |
| 2286 | Northside Capital Management#2286 · 1,313 sh | 1,313 | $545.7K | — | 0.0% |
| 2287 | Evergreen Wealth Solutions#2287 · 1,367 sh | 1,367 | $545.5K | 0.03% | +46.4% |
| 2288 | Total Clarity Wealth Management#2288 · 1,312 sh | 1,312 | $545.4K | — | New |
| 2289 | DT Investment Partners#2289 · 1,310 sh | 1,310 | $544.5K | — | 0.0% |
| 2290 | BROWN, LISLE/CUMMINGS#2290 · 1,310 sh | 1,310 | $544.5K | — | -0.5% |
| 2291 | Womack Financial#2291 · 1,310 sh | 1,310 | $544.5K | — | -6.0% |
| 2292 | Maridea Wealth Management#2292 · 1,309 sh | 1,309 | $544.0K | 0.06% | New |
| 2293 | Stonekeep Investments#2293 · 1,307 sh | 1,307 | $543.0K | — | +9.8% |
| 2294 | WASHINGTON CAPITAL MANAGEMENT#2294 · 1,305 sh | 1,305 | $542.4K | — | -1.5% |
| 2295 | Lansing Street Advisors#2295 · 1,300 sh | 1,300 | $540.4K | 0.11% | +0.2% |
| 2296 | Strategic Wealth Partners, Ltd.#2296 · 1,298 sh | 1,298 | $539.4K | 0.03% | -1.2% |
| 2297 | E-Wealth Partners#2297 · 1,297 sh | 1,297 | $539.1K | 0.39% | +4.8% |
| 2298 | McGlone Suttner Wealth Management#2298 · 1,297 sh | 1,297 | $539.0K | — | +3.9% |
| 2299 | Custos Family Office#2299 · 1,296 sh | 1,296 | $538.8K | 0.32% | +3.6% |
| 2300 | BridgePort Financial Solutions#2300 · 1,295 sh | 1,295 | $538.3K | 0.14% | -16.9% |
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.