UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Marotta Asset Management#2601 · 846 sh | 846 | $360.9K | — | -15.7% |
| 2602 | Financial & Tax Architects#2602 · 868 sh | 868 | $360.8K | — | -5.0% |
| 2603 | Rossby Financial, LCC#2603 · 868 sh | 868 | $360.8K | 0.07% | -13.1% |
| 2604 | Net Worth Advisory Group#2604 · 866 sh | 866 | $360.0K | — | -17.0% |
| 2605 | Fourth Dimension Wealth#2605 · 865 sh | 865 | $359.6K | 0.11% | +418.0% |
| 2606 | Copper Harbor Investment Advisors#2606 · 865 sh | 865 | $359.4K | — | — |
| 2607 | Avion Wealth#2607 · 866 sh | 866 | $359.0K | 0.07% | +8.1% |
| 2608 | Capstone Financial Advisors#2608 · 860 sh | 860 | $357.4K | 0.02% | +0.6% |
| 2609 | CHERRYDALE WEALTH MANAGEMENT#2609 · 860 sh | 860 | $357.3K | — | +0.5% |
| 2610 | Atlas Brown#2610 · 860 sh | 860 | $357.3K | — | -0.7% |
| 2611 | JENSEN INVESTMENT MANAGEMENT#2611 · 859 sh | 859 | $357.0K | <0.01% | -42.4% |
| 2612 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#2612 · 860 sh | 860 | $357.0K | — | 0.0% |
| 2613 | HENGEHOLD CAPITAL MANAGEMENT#2613 · 857 sh | 857 | $356.0K | — | -36.5% |
| 2614 | LFG Wealth Partners#2614 · 853 sh | 853 | $354.6K | 0.17% | +3.3% |
| 2615 | Red Wave Investments#2615 · 853 sh | 853 | $354.5K | 0.09% | -6.2% |
| 2616 | Runnymede Capital Advisors#2616 · 852 sh | 852 | $354.1K | 0.21% | 0.0% |
| 2617 | Vilga Financial Planning#2617 · 852 sh | 852 | $354.1K | — | +11.5% |
| 2618 | Northern Capital Management#2618 · 849 sh | 849 | $353.1K | 0.15% | -0.1% |
| 2619 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#2619 · 849 sh | 849 | $352.9K | — | -15.6% |
| 2620 | Lifestyle Asset Management#2620 · 846 sh | 846 | $351.6K | — | +3.8% |
| 2621 | Traveka Wealth#2621 · 844 sh | 844 | $350.9K | — | New |
| 2622 | Capstone Wealth Management#2622 · 844 sh | 844 | $350.8K | 0.16% | New |
| 2623 | Stronghold Wealth Management L.L.C.#2623 · 844 sh | 844 | $350.8K | — | -0.4% |
| 2624 | Beacon Financial Advisory#2624 · 843 sh | 843 | $350.4K | — | +11.8% |
| 2625 | Cairn Investment Group#2625 · 841 sh | 841 | $350.0K | 0.15% | 0.0% |
| 2626 | ADKINS SEALE CAPITAL MANAGEMENT#2626 · 842 sh | 842 | $350.0K | 0.31% | 0.0% |
| 2627 | WEBSTER BANK, N. A.#2627 · 840 sh | 840 | $349.1K | 0.03% | +20.2% |
| 2628 | INVICTUS PRIVATE WEALTH#2628 · 838 sh | 838 | $348.3K | 0.02% | +0.6% |
| 2629 | Odyssean#2629 · 838 sh | 838 | $348.3K | 0.06% | 0.0% |
| 2630 | Lavaca Capital#2630 · 837 sh | 837 | $347.9K | 0.03% | 0.0% |
| 2631 | WATERS PARKERSON#2631 · 836 sh | 836 | $347.5K | 0.02% | 0.0% |
| 2632 | PMV Capital Advisers#2632 · 835 sh | 835 | $347.1K | 0.52% | 0.0% |
| 2633 | PALISADE CAPITAL MANAGEMENT#2633 · 832 sh | 832 | $345.8K | 0.02% | -5.9% |
| 2634 | WJ Financial Advisors#2634 · 831 sh | 831 | $345.4K | 0.25% | -0.2% |
| 2635 | SMITH SHELLNUT WILSON#2635 · 831 sh | 831 | $345.4K | — | New |
| 2636 | Stillwater Capital Advisors#2636 · 830 sh | 830 | $345.0K | 0.04% | -10.8% |
| 2637 | BENEDICT FINANCIAL ADVISORS#2637 · 825 sh | 825 | $342.9K | — | +0.5% |
| 2638 | Delaney Dennis R#2638 · 825 sh | 825 | $342.9K | 0.11% | -72.3% |
| 2639 | Marin Bay Wealth Advisors#2639 · 824 sh | 824 | $342.6K | 0.18% | -56.3% |
| 2640 | Clean Yield Group#2640 · 824 sh | 824 | $342.5K | 0.09% | -8.8% |
| 2641 | Crown Wealth Group#2641 · 822 sh | 822 | $341.6K | — | New |
| 2642 | Nicholas Wealth#2642 · 821 sh | 821 | $341.2K | — | New |
| 2643 | Maple Capital Management#2643 · 821 sh | 821 | $341.2K | 0.02% | +3.8% |
| 2644 | Financial Council#2644 · 820 sh | 820 | $340.8K | 0.11% | 0.0% |
| 2645 | Miller Global Investments#2645 · 819 sh | 819 | $340.4K | — | 0.0% |
| 2646 | Foster Victor Wealth Advisors#2646 · 801 sh | 801 | $340.4K | — | -14.3% |
| 2647 | Allied Private Wealth#2647 · 799 sh | 799 | $340.1K | 0.22% | — |
| 2648 | TigerOak Management, L.L.C.#2648 · 815 sh | 815 | $338.7K | — | -3.1% |
| 2649 | jvl associates#2649 · 814 sh | 814 | $338.3K | — | New |
| 2650 | CRUX WEALTH ADVISORS#2650 · 813 sh | 813 | $338.1K | 0.12% | -0.9% |
| 2651 | Whetstone Capital Advisors#2651 · 811 sh | 811 | $337.1K | 0.09% | -8.7% |
| 2652 | ETF Portfolio Partners#2652 · 811 sh | 811 | $337.1K | — | 0.0% |
| 2653 | MTM Investment Management#2653 · 810 sh | 810 | $336.7K | 0.10% | 0.0% |
| 2654 | CGN Advisors#2654 · 809 sh | 809 | $336.4K | — | -4.4% |
| 2655 | Bruce G. Allen Investments#2655 · 808 sh | 808 | $335.8K | 0.21% | -2.5% |
| 2656 | SOA Wealth Advisors#2656 · 807 sh | 807 | $335.4K | 0.05% | +24.5% |
| 2657 | Steigerwald, Gordon & Koch#2657 · 807 sh | 807 | $335.3K | 0.03% | -3.6% |
| 2658 | JFS WEALTH ADVISORS#2658 · 802 sh | 802 | $333.2K | 0.02% | +3.8% |
| 2659 | New World Advisors#2659 · 800 sh | 800 | $332.5K | 0.06% | New |
| 2660 | Shulman DeMeo Asset Management#2660 · 799 sh | 799 | $332.1K | — | -10.3% |
| 2661 | PEOPLES BANK#2661 · 799 sh | 799 | $332.1K | — | New |
| 2662 | Raleigh Capital Management#2662 · 798 sh | 798 | $331.6K | 0.11% | -1.0% |
| 2663 | Arbor Investment Advisors#2663 · 797 sh | 797 | $331.4K | — | 0.0% |
| 2664 | ARVEST INVESTMENTS#2664 · 797 sh | 797 | $331.3K | — | New |
| 2665 | Holistic Financial Partners#2665 · 795 sh | 795 | $330.6K | 0.20% | -31.3% |
| 2666 | Bill Few Associates#2666 · 795 sh | 795 | $330.3K | — | +0.1% |
| 2667 | Granger Management#2667 · 793 sh | 793 | $329.6K | 0.10% | New |
| 2668 | Ritter Daniher Financial Advisory / DE#2668 · 792 sh | 792 | $329.3K | 0.05% | -23.4% |
| 2669 | Integris Wealth Management#2669 · 791 sh | 791 | $328.8K | — | New |
| 2670 | Trifecta Capital Advisors#2670 · 791 sh | 791 | $328.8K | — | +0.8% |
| 2671 | Family Management#2671 · 791 sh | 791 | $328.8K | 0.03% | New |
| 2672 | Ariston Services Group#2672 · 789 sh | 789 | $327.9K | — | New |
| 2673 | MAINSAIL ASSET MANAGEMENT#2673 · 769 sh | 769 | $327.8K | — | New |
| 2674 | Sandy Cove Advisors#2674 · 788 sh | 788 | $327.7K | 0.08% | New |
| 2675 | White Knight Strategic Wealth Advisors#2675 · 784 sh | 784 | $325.9K | 0.23% | New |
| 2676 | INTEGRAL INVESTMENT ADVISORS#2676 · 784 sh | 784 | $325.7K | 0.07% | +4.0% |
| 2677 | August Group Capital Ltd#2677 · 783 sh | 783 | $325.4K | — | +1.3% |
| 2678 | Balance Wealth#2678 · 783 sh | 783 | $325.4K | — | -32.4% |
| 2679 | Berman McAleer#2679 · 783 sh | 783 | $325.3K | — | -11.2% |
| 2680 | LUTS & GREENLEIGH GROUP#2680 · 782 sh | 782 | $325.0K | 0.25% | New |
| 2681 | AlphaGrep UK Ltd#2681 · 781 sh | 781 | $324.6K | 0.10% | -75.4% |
| 2682 | Principal Street Partners#2682 · 780 sh | 780 | $324.0K | 0.05% | New |
| 2683 | Sage Investment Advisers#2683 · 779 sh | 779 | $323.8K | — | -36.7% |
| 2684 | Westshore Wealth#2684 · 779 sh | 779 | $323.8K | 0.10% | +5.1% |
| 2685 | Centennial Wealth Advisory#2685 · 778 sh | 778 | $323.4K | — | +1.3% |
| 2686 | Heron Bay Capital Management#2686 · 776 sh | 776 | $322.5K | 0.03% | 0.0% |
| 2687 | Williams & Novak#2687 · 776 sh | 776 | $322.5K | — | +4.7% |
| 2688 | waypoint wealth counsel#2688 · 774 sh | 774 | $321.7K | — | -35.8% |
| 2689 | Affinity Capital Advisors#2689 · 770 sh | 770 | $321.7K | — | New |
| 2690 | Paradigm, Strategies in Wealth Management#2690 · 773 sh | 773 | $321.4K | — | -3.0% |
| 2691 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#2691 · 773 sh | 773 | $321.3K | 0.10% | New |
| 2692 | Westhampton Capital#2692 · 772 sh | 772 | $320.9K | 0.13% | 0.0% |
| 2693 | FIRST BUSINESS FINANCIAL SERVICES#2693 · 771 sh | 771 | $320.5K | 0.02% | +2.8% |
| 2694 | Meridian Wealth Partners#2694 · 771 sh | 771 | $320.3K | 0.04% | New |
| 2695 | Towercrest Capital Management#2695 · 770 sh | 770 | $320.0K | — | 0.0% |
| 2696 | Investor's Fiduciary Advisor Network#2696 · 771 sh | 771 | $320.0K | 0.11% | -8.4% |
| 2697 | Greater Midwest Financial Group#2697 · 768 sh | 768 | $319.3K | — | -6.0% |
| 2698 | Allegiance Financial Group Advisory Services#2698 · 768 sh | 768 | $319.2K | 0.06% | +2.4% |
| 2699 | WENDELL DAVID ASSOCIATES#2699 · 767 sh | 767 | $319.0K | 0.03% | 0.0% |
| 2700 | American Financial Advisors#2700 · 766 sh | 766 | $318.4K | 0.04% | 0.0% |
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.