UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Pines Wealth Management#2301 · 1,295 sh | 1,295 | $538.2K | — | +41.8% |
| 2302 | HORIZON FINANCIAL SERVICES#2302 · 1,295 sh | 1,295 | $538.2K | 0.21% | +67.5% |
| 2303 | COZAD ASSET MANAGEMENT#2303 · 1,294 sh | 1,294 | $537.6K | 0.03% | +0.5% |
| 2304 | PW Nova Financial Services#2304 · 1,291 sh | 1,291 | $536.7K | — | +1.3% |
| 2305 | Third View Private Wealth#2305 · 1,288 sh | 1,288 | $535.4K | 0.07% | -72.7% |
| 2306 | Invera Wealth Advisors#2306 · 1,286 sh | 1,286 | $534.5K | 0.29% | New |
| 2307 | Gibbs Wealth Management#2307 · 1,285 sh | 1,285 | $533.9K | — | +12.8% |
| 2308 | D.B. Root & Company#2308 · 1,280 sh | 1,280 | $532.0K | 0.11% | +12.4% |
| 2309 | PSI Advisors#2309 · 1,278 sh | 1,278 | $531.2K | 0.12% | -10.5% |
| 2310 | Arcataur Capital Management#2310 · 1,278 sh | 1,278 | $531.2K | — | 0.0% |
| 2311 | Financial Solutions Advisory Group#2311 · 1,230 sh | 1,230 | $531.1K | 0.07% | -50.8% |
| 2312 | BFSG#2312 · 1,277 sh | 1,277 | $530.8K | 0.05% | -5.5% |
| 2313 | SBE DBA CEDAR COVE WEALTH PARTNERS#2313 · 1,275 sh | 1,275 | $530.0K | — | -18.9% |
| 2314 | ORLEANS CAPITAL MANAGEMENT#2314 · 1,275 sh | 1,275 | $529.9K | 0.27% | New |
| 2315 | SageGuard Financial Group#2315 · 1,275 sh | 1,275 | $529.9K | 0.07% | -10.0% |
| 2316 | Pinion Investment Advisors#2316 · 1,268 sh | 1,268 | $527.0K | 0.10% | -24.7% |
| 2317 | EWA#2317 · 1,267 sh | 1,267 | $526.8K | 0.10% | +10.8% |
| 2318 | Severin Investments#2318 · 1,267 sh | 1,267 | $526.6K | 0.40% | New |
| 2319 | Core Alternative Capital#2319 · 1,265 sh | 1,265 | $525.8K | 0.16% | +19.1% |
| 2320 | SEAMOUNT FINANCIAL GROUP#2320 · 1,264 sh | 1,264 | $525.4K | — | 0.0% |
| 2321 | Commonwealth Financial Services#2321 · 1,263 sh | 1,263 | $524.9K | — | +37.1% |
| 2322 | First Command Advisory Services#2322 · 1,262 sh | 1,262 | $524.5K | <0.01% | -12.5% |
| 2323 | Bannerstone Capital Management#2323 · 1,257 sh | 1,257 | $522.4K | 0.44% | -4.3% |
| 2324 | VeraBank, N.A.#2324 · 1,256 sh | 1,256 | $522.0K | 0.09% | -4.8% |
| 2325 | PENOBSCOT WEALTH MANAGEMENT#2325 · 1,256 sh | 1,256 | $521.9K | — | +0.6% |
| 2326 | Values Added Financial#2326 · 1,254 sh | 1,254 | $521.2K | 0.19% | +14.4% |
| 2327 | RB Capital Management#2327 · 1,247 sh | 1,247 | $518.1K | 0.10% | -17.6% |
| 2328 | Centerpoint Advisors#2328 · 1,247 sh | 1,247 | $518.0K | 0.15% | 0.0% |
| 2329 | GenTrust#2329 · 1,246 sh | 1,246 | $517.9K | 0.02% | -28.0% |
| 2330 | MIROVA#2330 · 1,246 sh | 1,246 | $517.9K | 0.02% | -84.6% |
| 2331 | Ponta Wealth Partners#2331 · 1,246 sh | 1,246 | $517.9K | 0.28% | New |
| 2332 | Heck Capital Advisors#2332 · 1,245 sh | 1,245 | $517.3K | — | +0.9% |
| 2333 | JGP Global Gestao de Recursos Ltda.#2333 · 1,243 sh | 1,243 | $516.6K | — | New |
| 2334 | Bouchey Financial Group Ltd#2334 · 1,242 sh | 1,242 | $516.2K | 0.03% | +23.8% |
| 2335 | Fieldview Capital Management#2335 · 1,241 sh | 1,241 | $515.8K | 0.15% | New |
| 2336 | Voya Financial Advisors#2336 · 1,228 sh | 1,228 | $515.5K | 0.05% | -31.1% |
| 2337 | STRATEGY ASSET MANAGERS#2337 · 1,240 sh | 1,240 | $515.3K | — | +15.9% |
| 2338 | ODonnell Financial Services#2338 · 1,239 sh | 1,239 | $515.0K | 0.15% | +1.2% |
| 2339 | DDFG#2339 · 1,238 sh | 1,238 | $514.7K | — | 0.0% |
| 2340 | Banque Transatlantique SA#2340 · 1,283 sh | 1,283 | $513.7K | 0.01% | +19.1% |
| 2341 | BG Investment Services#2341 · 1,236 sh | 1,236 | $513.7K | — | -7.6% |
| 2342 | Asset Advisory Group#2342 · 1,235 sh | 1,235 | $513.3K | — | 0.0% |
| 2343 | Faithward Advisors#2343 · 1,234 sh | 1,234 | $513.0K | 0.06% | -3.2% |
| 2344 | AMERIFLEX GROUP#2344 · 1,228 sh | 1,228 | $510.5K | 0.21% | +1.2% |
| 2345 | Cypress Capital#2345 · 1,225 sh | 1,225 | $509.3K | — | -5.5% |
| 2346 | Members#2346 · 1,225 sh | 1,225 | $509.1K | 0.02% | -6.8% |
| 2347 | My Personal CFO#2347 · 1,223 sh | 1,223 | $508.3K | — | -30.3% |
| 2348 | CALDWELL SUTTER CAPITAL#2348 · 1,222 sh | 1,222 | $507.9K | 0.19% | +6.9% |
| 2349 | Code Waechter#2349 · 1,220 sh | 1,220 | $507.1K | — | +60.9% |
| 2350 | Heritage Wealth Management#2350 · 1,216 sh | 1,216 | $505.4K | 0.13% | 0.0% |
| 2351 | NavPoint Financial#2351 · 1,215 sh | 1,215 | $504.9K | — | -6.2% |
| 2352 | CONTINUUM WEALTH ADVISORS#2352 · 1,214 sh | 1,214 | $504.6K | — | +59.1% |
| 2353 | Redhawk Wealth Advisors#2353 · 1,210 sh | 1,210 | $503.0K | — | -36.6% |
| 2354 | King Wealth Management Group#2354 · 1,202 sh | 1,202 | $503.0K | 0.06% | +1.6% |
| 2355 | XML Financial#2355 · 1,207 sh | 1,207 | $501.6K | 0.04% | -13.0% |
| 2356 | SRH ADVISORS#2356 · 1,201 sh | 1,201 | $499.3K | — | 0.0% |
| 2357 | Aspetuck Financial Management#2357 · 1,199 sh | 1,199 | $498.3K | 0.29% | -1.6% |
| 2358 | VestGen Investment Management#2358 · 1,196 sh | 1,196 | $497.1K | 0.26% | -5.5% |
| 2359 | Hansen & Associates Financial Group#2359 · 1,186 sh | 1,186 | $495.7K | 0.28% | New |
| 2360 | IMZ Advisory#2360 · 1,191 sh | 1,191 | $495.2K | 0.16% | -5.0% |
| 2361 | Crescent Grove Advisors#2361 · 1,190 sh | 1,190 | $494.6K | — | -12.0% |
| 2362 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT#2362 · 1,186 sh | 1,186 | $493.0K | 0.06% | 0.0% |
| 2363 | Oxinas Partners Wealth Management#2363 · 1,185 sh | 1,185 | $492.4K | 0.19% | 0.0% |
| 2364 | Allen Capital Group#2364 · 1,182 sh | 1,182 | $491.3K | 0.04% | +9.4% |
| 2365 | MARTINGALE ASSET MANAGEMENT L P#2365 · 1,182 sh | 1,182 | $491.3K | 0.01% | -1.3% |
| 2366 | Detalus Advisors#2366 · 1,182 sh | 1,182 | $491.1K | — | -29.6% |
| 2367 | AssuredPartners Investment Advisors#2367 · 1,179 sh | 1,179 | $490.2K | 0.05% | -19.1% |
| 2368 | Kera Capital Partners#2368 · 1,179 sh | 1,179 | $490.0K | 0.05% | +21.4% |
| 2369 | Summit Wealth Partners#2369 · 1,177 sh | 1,177 | $489.3K | 0.07% | -12.6% |
| 2370 | New Covenant Company, N.A.#2370 · 1,176 sh | 1,176 | $488.8K | — | +5.4% |
| 2371 | Armbruster Capital Management#2371 · 1,175 sh | 1,175 | $488.4K | — | 0.0% |
| 2372 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#2372 · 1,170 sh | 1,170 | $486.3K | — | +1.1% |
| 2373 | Waldron Private Wealth#2373 · 1,170 sh | 1,170 | $486.3K | 0.02% | -4.3% |
| 2374 | Peak Retirement Planning#2374 · 1,170 sh | 1,170 | $486.2K | 0.08% | +26.5% |
| 2375 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#2375 · 1,169 sh | 1,169 | $486.0K | — | -1.7% |
| 2376 | AIRE ADVISORS#2376 · 1,168 sh | 1,168 | $485.7K | — | +4.5% |
| 2377 | PROATHLETE WEALTH MANAGEMENT#2377 · 1,166 sh | 1,166 | $485.3K | — | -3.9% |
| 2378 | First Western Bank#2378 · 1,165 sh | 1,165 | $484.2K | 0.02% | +15.3% |
| 2379 | BURNS J W#2379 · 1,158 sh | 1,158 | $481.3K | — | +0.7% |
| 2380 | MACROVIEW INVESTMENT MANAGEMENT#2380 · 1,151 sh | 1,151 | $478.3K | — | -5.7% |
| 2381 | Balboa Wealth Partners#2381 · 1,149 sh | 1,149 | $477.5K | — | +25.6% |
| 2382 | Successful Portfolios#2382 · 1,114 sh | 1,114 | $477.4K | — | -3.4% |
| 2383 | Apeiron RIA#2383 · 1,148 sh | 1,148 | $477.1K | — | -45.4% |
| 2384 | INSTRUMENTAL WEALTH#2384 · 1,146 sh | 1,146 | $476.3K | — | +11.0% |
| 2385 | Per Stirling Capital Management#2385 · 1,143 sh | 1,143 | $475.2K | 0.05% | +0.9% |
| 2386 | DUNCKER STREETT#2386 · 1,143 sh | 1,143 | $475.1K | 0.08% | -3.2% |
| 2387 | Beirne Wealth Consulting Services#2387 · 1,142 sh | 1,142 | $474.7K | — | -4.8% |
| 2388 | BCK Partners#2388 · 1,142 sh | 1,142 | $474.6K | — | 0.0% |
| 2389 | Byrne Asset Management#2389 · 1,140 sh | 1,140 | $473.9K | — | +0.9% |
| 2390 | Integrity Advisory Solutions#2390 · 1,139 sh | 1,139 | $473.6K | 0.05% | New |
| 2391 | Quantum Financial Advisors#2391 · 1,138 sh | 1,138 | $473.2K | 0.05% | +6.0% |
| 2392 | Capital Advisors, Ltd.#2392 · 1,135 sh | 1,135 | $472.0K | 0.05% | -23.9% |
| 2393 | FINANCIAL CONSULATE#2393 · 1,135 sh | 1,135 | $471.7K | — | +3.7% |
| 2394 | WILKINS INVESTMENT COUNSEL#2394 · 1,135 sh | 1,135 | $471.7K | 0.06% | -24.8% |
| 2395 | TopTier Wealth Management#2395 · 1,134 sh | 1,134 | $471.5K | — | -38.4% |
| 2396 | BayBridge Capital Group#2396 · 1,134 sh | 1,134 | $471.3K | — | +43.0% |
| 2397 | CCM INVESTMENT ADVISERS#2397 · 1,131 sh | 1,131 | $470.1K | 0.04% | -0.9% |
| 2398 | Five Oceans Advisors#2398 · 1,128 sh | 1,128 | $468.8K | — | +11.9% |
| 2399 | Granite Bay Wealth Management#2399 · 1,127 sh | 1,127 | $468.0K | 0.04% | +1.8% |
| 2400 | SUTTON PLACE INVESTORS#2400 · 1,125 sh | 1,125 | $467.6K | — | New |
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.