UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 25)
3,408 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 2,401 to 2,500. 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 2,401–2,500 of 3,408
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | LeConte Wealth Management#2401 · 1,123 sh | 1,123 | $466.9K | — | -12.3% |
| 2402 | CHECK CAPITAL MANAGEMENT#2402 · 1,122 sh | 1,122 | $466.3K | 0.01% | -8.9% |
| 2403 | Navalign#2403 · 1,122 sh | 1,122 | $466.2K | 0.11% | +0.1% |
| 2404 | Frazier Financial Advisors#2404 · 1,120 sh | 1,120 | $465.6K | 0.24% | -16.0% |
| 2405 | Maxele Advisors#2405 · 1,120 sh | 1,120 | $465.6K | 0.33% | — |
| 2406 | Clifford Group#2406 · 1,120 sh | 1,120 | $465.5K | 0.32% | +2.6% |
| 2407 | Investors Research#2407 · 1,119 sh | 1,119 | $465.1K | — | -7.0% |
| 2408 | Alvarez & Marsal Private Wealth Partners#2408 · 1,119 sh | 1,119 | $465.1K | 0.06% | -10.0% |
| 2409 | CREATIVE FINANCIAL DESIGNS#2409 · 1,114 sh | 1,114 | $463.1K | 0.02% | +9.9% |
| 2410 | DILLON & ASSOCIATES#2410 · 1,113 sh | 1,113 | $463.0K | — | 0.0% |
| 2411 | NFP Retirement#2411 · 1,113 sh | 1,113 | $462.5K | 0.03% | -0.8% |
| 2412 | Planning Center#2412 · 1,112 sh | 1,112 | $462.2K | 0.04% | 0.0% |
| 2413 | Atlas Wealth#2413 · 1,110 sh | 1,110 | $461.3K | 0.07% | -75.4% |
| 2414 | Ionic Capital Management#2414 · 1,109 sh | 1,109 | $460.9K | 0.07% | 0.0% |
| 2415 | Avise Financial Cooperative#2415 · 1,109 sh | 1,109 | $460.9K | 0.33% | +3.9% |
| 2416 | Tannin Capital#2416 · 1,109 sh | 1,109 | $460.9K | 0.30% | +2.1% |
| 2417 | N.E.W. Advisory Services#2417 · 1,106 sh | 1,106 | $459.8K | 0.03% | -8.1% |
| 2418 | Krane Funds Advisors#2418 · 1,105 sh | 1,105 | $459.3K | 0.02% | -1.7% |
| 2419 | Silver Grove Financial Group#2419 · 1,102 sh | 1,102 | $458.2K | 0.25% | +183.3% |
| 2420 | Roehl & Yi Investment Advisors#2420 · 1,102 sh | 1,102 | $458.0K | 0.15% | +4.8% |
| 2421 | MONOGRAPH WEALTH ADVISORS#2421 · 1,100 sh | 1,100 | $457.0K | 0.04% | -6.3% |
| 2422 | Laurion Capital Management#2422 · 1,091 sh | 1,091 | $453.5K | 0.01% | New |
| 2423 | O'ROURKE & COMPANY#2423 · 1,089 sh | 1,089 | $452.7K | 0.16% | +0.1% |
| 2424 | E Fund Management (Hong Kong) , Ltd.#2424 · 1,088 sh | 1,088 | $452.2K | 0.15% | +1069.9% |
| 2425 | MEMBERS WEALTH#2425 · 1,085 sh | 1,085 | $451.0K | — | +0.9% |
| 2426 | Taylor & Morgan Wealth Management#2426 · 1,082 sh | 1,082 | $449.7K | — | -46.4% |
| 2427 | PLANNING ALTERNATIVES LTD#2427 · 1,081 sh | 1,081 | $449.3K | 0.05% | New |
| 2428 | Aldebaran Financial#2428 · 1,080 sh | 1,080 | $448.9K | 0.36% | -8.5% |
| 2429 | BAKER TILLY WEALTH MANAGEMENT#2429 · 1,080 sh | 1,080 | $448.9K | — | -0.1% |
| 2430 | Goldenstone Wealth Management#2430 · 1,080 sh | 1,080 | $448.9K | 0.29% | -82.7% |
| 2431 | Cypress Wealth Services#2431 · 1,077 sh | 1,077 | $447.7K | — | -0.5% |
| 2432 | JEPPSON WEALTH MANAGEMENT#2432 · 1,075 sh | 1,075 | $446.8K | — | -13.6% |
| 2433 | Copley Financial Group#2433 · 1,075 sh | 1,075 | $446.8K | 0.27% | -33.1% |
| 2434 | Knights of Columbus Asset Advisors#2434 · 1,074 sh | 1,074 | $446.4K | 0.02% | New |
| 2435 | Wick Capital Partners#2435 · 1,073 sh | 1,073 | $445.8K | 0.07% | New |
| 2436 | AIGEN INVESTMENT MANAGEMENT#2436 · 1,072 sh | 1,072 | $445.6K | 0.12% | New |
| 2437 | 4WEALTH ADVISORS#2437 · 1,061 sh | 1,061 | $445.3K | — | +5.6% |
| 2438 | Owl Creek Wealth Partners#2438 · 1,071 sh | 1,071 | $445.1K | — | +24.2% |
| 2439 | GW HENSSLER & ASSOCIATES LTD#2439 · 1,069 sh | 1,069 | $444.3K | — | -10.2% |
| 2440 | SWP FINANCIAL#2440 · 1,068 sh | 1,068 | $443.9K | — | +4.1% |
| 2441 | Provident Wealth Management#2441 · 1,066 sh | 1,066 | $443.1K | — | 0.0% |
| 2442 | Second Line Capital#2442 · 1,066 sh | 1,066 | $442.9K | 0.08% | -3.4% |
| 2443 | ARQ WEALTH ADVISORS#2443 · 1,026 sh | 1,026 | $442.5K | 0.05% | +15.5% |
| 2444 | CONSILIO WEALTH ADVISORS#2444 · 1,065 sh | 1,065 | $442.5K | 0.11% | +12.7% |
| 2445 | LeClair Wealth Partners#2445 · 1,064 sh | 1,064 | $442.3K | 0.23% | New |
| 2446 | Virtue Capital Management#2446 · 1,064 sh | 1,064 | $442.2K | 0.06% | -30.0% |
| 2447 | Strategic Investment Advisors / MI#2447 · 1,064 sh | 1,064 | $442.1K | 0.03% | +2.5% |
| 2448 | Tennessee Valley Asset Management Partners#2448 · 1,062 sh | 1,062 | $441.4K | 0.05% | +38.1% |
| 2449 | FDx Advisors#2449 · 1,057 sh | 1,057 | $439.0K | 0.13% | +0.2% |
| 2450 | FIRST NATIONAL BANK SIOUX FALLS#2450 · 1,387 sh | 1,387 | $438.8K | — | 0.0% |
| 2451 | Southland Equity Partners#2451 · 1,056 sh | 1,056 | $438.7K | — | -5.8% |
| 2452 | Quad-Cities Investment Group#2452 · 1,050 sh | 1,050 | $436.3K | — | +0.6% |
| 2453 | GROESBECK INVESTMENT MANAGEMENT#2453 · 1,050 sh | 1,050 | $436.0K | — | 0.0% |
| 2454 | North Forty Two#2454 · 1,049 sh | 1,049 | $436.0K | — | -2.3% |
| 2455 | Warwick Investment Management#2455 · 1,048 sh | 1,048 | $435.6K | — | +20.2% |
| 2456 | Palisades Hudson Asset Management, L.P.#2456 · 1,047 sh | 1,047 | $435.0K | 0.15% | 0.0% |
| 2457 | CNB Bank#2457 · 1,044 sh | 1,044 | $433.9K | 0.17% | -20.6% |
| 2458 | Bellars Harris Wealth Management#2458 · 1,044 sh | 1,044 | $433.9K | 0.09% | — |
| 2459 | BRANDYWINE OAK PRIVATE WEALTH#2459 · 1,042 sh | 1,042 | $433.1K | — | 0.0% |
| 2460 | Symmetry Partners#2460 · 1,041 sh | 1,041 | $432.7K | — | New |
| 2461 | Caitlin John#2461 · 1,038 sh | 1,038 | $431.4K | 0.24% | -3.1% |
| 2462 | Altiora Financial Group#2462 · 1,038 sh | 1,038 | $431.4K | 0.07% | -1.0% |
| 2463 | Winter & Associates#2463 · 1,037 sh | 1,037 | $430.8K | — | +0.1% |
| 2464 | Wall Street Financial Group#2464 · 1,034 sh | 1,034 | $429.8K | 0.23% | +6.8% |
| 2465 | GDS Wealth Management#2465 · 1,034 sh | 1,034 | $429.8K | 0.02% | -14.3% |
| 2466 | MIDLAND WEALTH ADVISORS#2466 · 1,034 sh | 1,034 | $429.8K | — | -19.9% |
| 2467 | Biltmore Family Office#2467 · 1,030 sh | 1,030 | $428.1K | 0.06% | New |
| 2468 | Wealth Forward#2468 · 1,025 sh | 1,025 | $426.0K | — | 0.0% |
| 2469 | FORTRESS FINANCIAL GROUP#2469 · 1,024 sh | 1,024 | $425.7K | — | +0.7% |
| 2470 | Bolthouse Investments#2470 · 1,021 sh | 1,021 | $424.4K | 0.34% | +3.2% |
| 2471 | Fogel Capital Management#2471 · 1,020 sh | 1,020 | $423.9K | 0.17% | 0.0% |
| 2472 | NewSquare Capital#2472 · 1,019 sh | 1,019 | $423.6K | 0.03% | +27.9% |
| 2473 | Wealthquest#2473 · 1,019 sh | 1,019 | $423.5K | 0.03% | +57.5% |
| 2474 | Legacy Edge Advisors#2474 · 1,018 sh | 1,018 | $423.1K | 0.04% | 0.0% |
| 2475 | ADVISORS MANAGEMENT GROUP#2475 · 1,018 sh | 1,018 | $423.0K | 0.07% | 0.0% |
| 2476 | PCG ASSET MANAGEMENT#2476 · 1,016 sh | 1,016 | $422.3K | 0.30% | -4.7% |
| 2477 | Sterling Investment Counsel#2477 · 1,015 sh | 1,015 | $421.9K | — | -15.5% |
| 2478 | Torrey Growth & Income Advisors#2478 · 1,004 sh | 1,004 | $418.7K | 0.14% | -72.5% |
| 2479 | BlackDiamond Wealth Management#2479 · 1,023 sh | 1,023 | $418.1K | 0.17% | -22.0% |
| 2480 | Impact Partnership Wealth#2480 · 1,005 sh | 1,005 | $417.8K | 0.04% | -59.0% |
| 2481 | JMN Financial#2481 · 1,003 sh | 1,003 | $417.1K | 0.32% | New |
| 2482 | TOP Private Wealth#2482 · 1,003 sh | 1,003 | $417.0K | 0.40% | — |
| 2483 | VISTA CAPITAL PARTNERS#2483 · 1,003 sh | 1,003 | $416.9K | 0.04% | New |
| 2484 | Left Brain Wealth Management#2484 · 1,002 sh | 1,002 | $416.5K | 0.13% | New |
| 2485 | Fortis Capital Advisors#2485 · 1,001 sh | 1,001 | $416.1K | 0.05% | New |
| 2486 | COHEN & STEERS#2486 · 1,000 sh | 1,000 | $416.0K | <0.01% | 0.0% |
| 2487 | SkyView Investment Advisors#2487 · 1,000 sh | 1,000 | $416.0K | 0.33% | -73.1% |
| 2488 | Elser Financial Planning#2488 · 1,000 sh | 1,000 | $415.6K | — | +17.5% |
| 2489 | PRAKASH INVESTMENT ADVISORS#2489 · 1,000 sh | 1,000 | $415.6K | — | New |
| 2490 | McMillan Office#2490 · 1,000 sh | 1,000 | $415.6K | 0.05% | 0.0% |
| 2491 | AtlasMark Financial#2491 · 1,000 sh | 1,000 | $415.6K | — | 0.0% |
| 2492 | Veracity Capital#2492 · 999 sh | 999 | $415.3K | — | +20.5% |
| 2493 | Integrated Investment Consultants#2493 · 999 sh | 999 | $415.2K | 0.08% | +2.4% |
| 2494 | Bedel Financial Consulting#2494 · 996 sh | 996 | $414.0K | 0.04% | -3.4% |
| 2495 | Trinity Legacy Partners#2495 · 976 sh | 976 | $413.3K | 0.08% | New |
| 2496 | Dynasty Wealth Management#2496 · 994 sh | 994 | $413.2K | <0.01% | -35.5% |
| 2497 | Asset Management Group#2497 · 994 sh | 994 | $413.1K | 0.06% | -16.6% |
| 2498 | SUMMIT WEALTH & RETIREMENT PLANNING#2498 · 992 sh | 992 | $412.3K | 0.09% | -1.7% |
| 2499 | Sunburst Financial Group#2499 · 992 sh | 992 | $412.2K | — | -0.4% |
| 2500 | Keyes, Stange & Wooten Wealth Management#2500 · 991 sh | 991 | $411.9K | 0.16% | +3.7% |
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.