UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | GREATMARK INVESTMENT PARTNERS#2701 · 765 sh | 765 | $318.0K | 0.04% | 0.0% |
| 2702 | Oxford Wealth Group#2702 · 763 sh | 763 | $316.9K | 0.14% | -4.6% |
| 2703 | Walkner Condon Financial Advisors#2703 · 762 sh | 762 | $316.7K | 0.04% | New |
| 2704 | Alliance Wealth Advisors#2704 · 762 sh | 762 | $316.5K | 0.06% | New |
| 2705 | CTC Alternative Strategies, Ltd.#2705 · 760 sh | 760 | $315.9K | 0.46% | New |
| 2706 | Guardian Wealth Advisors#2706 · 759 sh | 759 | $315.5K | 0.16% | -3.8% |
| 2707 | Magnetar Financial#2707 · 759 sh | 759 | $315.5K | <0.01% | -87.7% |
| 2708 | American National Bank of Texas#2708 · 758 sh | 758 | $315.0K | — | +0.4% |
| 2709 | TSFG#2709 · 759 sh | 759 | $315.0K | — | +0.1% |
| 2710 | Rose Capital Advisors#2710 · 757 sh | 757 | $314.5K | 0.16% | — |
| 2711 | Alliance Wealth Management Group#2711 · 755 sh | 755 | $313.8K | 0.06% | 0.0% |
| 2712 | Genesis Financial Group#2712 · 755 sh | 755 | $313.8K | 0.20% | New |
| 2713 | Everest Management#2713 · 754 sh | 754 | $313.5K | 0.12% | New |
| 2714 | SEVEN MILE ADVISORY#2714 · 754 sh | 754 | $313.4K | — | New |
| 2715 | McKinley Carter Wealth Services#2715 · 754 sh | 754 | $313.3K | — | -13.0% |
| 2716 | Mission Financial Group#2716 · 752 sh | 752 | $312.5K | — | — |
| 2717 | NCP#2717 · 750 sh | 750 | $311.7K | 0.43% | -61.5% |
| 2718 | VISTA INVESTMENT PARTNERS#2718 · 748 sh | 748 | $310.9K | — | +0.3% |
| 2719 | Millstone Evans Group#2719 · 743 sh | 743 | $308.8K | 0.17% | +1.1% |
| 2720 | Canal Capital Management#2720 · 742 sh | 742 | $308.4K | 0.04% | +0.3% |
| 2721 | Annis Gardner Whiting Capital Advisors#2721 · 741 sh | 741 | $308.1K | 0.05% | +11.8% |
| 2722 | BOSTON RESEARCH & MANAGEMENT#2722 · 740 sh | 740 | $307.6K | 0.07% | 0.0% |
| 2723 | West Wealth Group#2723 · 739 sh | 739 | $307.3K | — | -8.3% |
| 2724 | Clarus Group#2724 · 739 sh | 739 | $307.0K | — | New |
| 2725 | Cedar Wealth Management#2725 · 737 sh | 737 | $306.5K | 0.08% | New |
| 2726 | BROOKS, MOORE & ASSOCIATES#2726 · 737 sh | 737 | $306.3K | 0.14% | New |
| 2727 | Pembroke Management, LTD#2727 · 736 sh | 736 | $305.9K | — | New |
| 2728 | 360 Financial#2728 · 736 sh | 736 | $305.9K | 0.08% | -0.8% |
| 2729 | FIDUCIARY FINANCIAL GROUP#2729 · 735 sh | 735 | $305.5K | — | New |
| 2730 | Frederick Financial Consultants#2730 · 735 sh | 735 | $305.3K | 0.13% | -3.0% |
| 2731 | Birchcreek Wealth Management#2731 · 733 sh | 733 | $304.7K | 0.12% | New |
| 2732 | Crew Capital Management, Ltd.#2732 · 731 sh | 731 | $303.8K | 0.17% | -3.9% |
| 2733 | TFC Financial Management#2733 · 730 sh | 730 | $303.4K | — | +1.2% |
| 2734 | Capital Wealth Alliance#2734 · 729 sh | 729 | $303.0K | — | -17.3% |
| 2735 | GREENWOOD GEARHART#2735 · 726 sh | 726 | $301.7K | 0.01% | New |
| 2736 | Mustard Seed Financial#2736 · 726 sh | 726 | $301.7K | 0.16% | -25.2% |
| 2737 | COOPER/HAIMS ADVISORS#2737 · 725 sh | 725 | $301.3K | 0.13% | New |
| 2738 | MOKAN Wealth Management#2738 · 727 sh | 727 | $301.3K | 0.12% | -7.4% |
| 2739 | BLUE SQUARE ASSET MANAGEMENT#2739 · 724 sh | 724 | $300.9K | 0.12% | New |
| 2740 | INVENIO WEALTH PARTNERS#2740 · 723 sh | 723 | $300.5K | — | -8.6% |
| 2741 | CAMDEN NATIONAL BANK#2741 · 722 sh | 722 | $300.1K | 0.04% | -6.5% |
| 2742 | Intentional Wealth Strategies#2742 · 722 sh | 722 | $300.1K | 0.28% | +12.5% |
| 2743 | Whelan Financial#2743 · 722 sh | 722 | $299.9K | 0.08% | New |
| 2744 | Southern Financial Group#2744 · 720 sh | 720 | $299.6K | 0.08% | New |
| 2745 | HighMark Wealth Management#2745 · 720 sh | 720 | $299.3K | 0.10% | -8.6% |
| 2746 | CHRISTINE MESSMER PC#2746 · 719 sh | 719 | $298.6K | 0.17% | New |
| 2747 | Westmount Partners#2747 · 718 sh | 718 | $298.5K | 0.07% | New |
| 2748 | Wiser Wealth Management#2748 · 718 sh | 718 | $298.4K | — | New |
| 2749 | Essential Partners#2749 · 718 sh | 718 | $298.4K | — | +65.8% |
| 2750 | KFA Private Wealth Group#2750 · 717 sh | 717 | $298.1K | — | -25.9% |
| 2751 | Harbour & Investment Management#2751 · 717 sh | 717 | $298.0K | 0.03% | -16.6% |
| 2752 | VAQUERO PRIVATE WEALTH, LTD#2752 · 716 sh | 716 | $297.6K | 0.06% | — |
| 2753 | PRIMORIS WEALTH ADVISORS#2753 · 715 sh | 715 | $297.2K | 0.14% | New |
| 2754 | COOKSON PEIRCE#2754 · 715 sh | 715 | $297.2K | <0.01% | New |
| 2755 | Bollard Group#2755 · 715 sh | 715 | $297.0K | <0.01% | +4.2% |
| 2756 | Nolet Wealth Management#2756 · 713 sh | 713 | $296.2K | — | New |
| 2757 | RAM Investment Partners#2757 · 712 sh | 712 | $295.9K | — | -70.2% |
| 2758 | True Wealth Design#2758 · 712 sh | 712 | $295.8K | — | +27.1% |
| 2759 | Highland Investment Advisors#2759 · 711 sh | 711 | $295.6K | 0.13% | — |
| 2760 | Wynn Capital#2760 · 711 sh | 711 | $295.5K | — | New |
| 2761 | Grange Capital#2761 · 710 sh | 710 | $295.1K | — | New |
| 2762 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#2762 · 710 sh | 710 | $295.1K | 0.02% | New |
| 2763 | NATURAL INVESTMENTS#2763 · 711 sh | 711 | $295.0K | 0.06% | -67.9% |
| 2764 | STG SECURITIES#2764 · 707 sh | 707 | $293.9K | 0.02% | — |
| 2765 | Skandinaviska Enskilda Banken AB (publ)#2765 · 707 sh | 707 | $293.7K | 0.01% | -38.8% |
| 2766 | Clark Asset Management#2766 · 706 sh | 706 | $293.6K | — | -22.2% |
| 2767 | Global Wealth Management#2767 · 705 sh | 705 | $293.0K | — | New |
| 2768 | Allred Capital Management#2768 · 704 sh | 704 | $292.6K | 0.10% | New |
| 2769 | Argent Advisors#2769 · 703 sh | 703 | $292.2K | 0.07% | -5.6% |
| 2770 | Ariadne Wealth Management#2770 · 703 sh | 703 | $292.2K | 0.13% | New |
| 2771 | Bogart Wealth#2771 · 703 sh | 703 | $292.0K | 0.01% | +12.7% |
| 2772 | Purus Wealth Management#2772 · 701 sh | 701 | $291.2K | — | New |
| 2773 | Beaton Management#2773 · 700 sh | 700 | $291.0K | 0.12% | New |
| 2774 | Atlantic Private Wealth#2774 · 700 sh | 700 | $290.9K | 0.18% | 0.0% |
| 2775 | Hidden Cove Wealth Management#2775 · 699 sh | 699 | $290.5K | — | New |
| 2776 | Verity Asset Management#2776 · 698 sh | 698 | $290.2K | 0.11% | New |
| 2777 | RICHARDSON FINANCIAL SERVICES#2777 · 698 sh | 698 | $290.1K | 0.16% | -26.1% |
| 2778 | Betterment#2778 · 697 sh | 697 | $290.0K | <0.01% | -15.9% |
| 2779 | Stonebridge Financial Group, / MO#2779 · 696 sh | 696 | $289.4K | 0.19% | New |
| 2780 | Abbot Financial Management#2780 · 695 sh | 695 | $289.0K | 0.10% | New |
| 2781 | Permanent Capital Management#2781 · 694 sh | 694 | $288.4K | 0.04% | 0.0% |
| 2782 | Fermata Advisors#2782 · 693 sh | 693 | $288.1K | — | New |
| 2783 | Quarry#2783 · 693 sh | 693 | $288.0K | 0.02% | +6.9% |
| 2784 | Daner Wealth Management#2784 · 720 sh | 720 | $287.4K | 0.16% | +1.4% |
| 2785 | Foguth Wealth Management#2785 · 680 sh | 680 | $286.8K | — | +2.9% |
| 2786 | INVESTED ADVISORS#2786 · 690 sh | 690 | $286.8K | — | New |
| 2787 | JUPITER ASSET MANAGEMENT LTD#2787 · 688 sh | 688 | $286.0K | <0.01% | New |
| 2788 | CWS Financial Advisors#2788 · 688 sh | 688 | $286.0K | — | New |
| 2789 | Cornerstone Planning Group#2789 · 663 sh | 663 | $285.8K | — | -2.8% |
| 2790 | YANKCOM Partnership#2790 · 687 sh | 687 | $285.5K | — | +150.7% |
| 2791 | SELDON CAPITAL#2791 · 687 sh | 687 | $285.5K | 0.09% | New |
| 2792 | Leo H. Evart#2792 · 686 sh | 686 | $285.2K | 0.23% | +0.6% |
| 2793 | Aletheian Wealth Advisors#2793 · 686 sh | 686 | $285.2K | — | New |
| 2794 | HORAN Wealth#2794 · 686 sh | 686 | $285.1K | 0.02% | New |
| 2795 | RTD Financial Advisors#2795 · 685 sh | 685 | $284.7K | — | New |
| 2796 | TORRAY#2796 · 683 sh | 683 | $283.9K | 0.04% | New |
| 2797 | IFS Group#2797 · 682 sh | 682 | $283.5K | 0.39% | -16.5% |
| 2798 | INVESTMENT ADVISORY SERVICES /TX#2798 · 681 sh | 681 | $283.2K | — | New |
| 2799 | TradeWell Securities#2799 · 681 sh | 681 | $283.1K | — | New |
| 2800 | New Hampshire#2800 · 680 sh | 680 | $282.6K | — | 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.