UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 29)

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 2,801 to 2,900. 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 2,801–2,900 of 3,407

Institutional investors reporting a position in UNITEDHEALTH GROUP INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
KLINGENSTEIN FIELDS#2801 · 680 sh$282.6K-9.1%
Stephenson & Company#2802 · 679 sh$282.2KNew
Kidder Stephen W#2803 · 675 sh$280.6K-91.9%
GABELLI & INVESTMENT ADVISERS#2804 · 675 sh$280.6KNew
Wayfinding Financial#2805 · 675 sh$280.0KNew
Physician Wealth Advisors#2806 · 673 sh$279.7K+15.8%
Worth Financial Advisory Group#2807 · 672 sh$279.1KNew
CONGRESS ASSET MANAGEMENT#2808 · 670 sh$278.4K-29.4%
Kelman-Lazarov#2809 · 669 sh$278.2KNew
VANCE WEALTH#2810 · 668 sh$277.7KNew
SONATA CAPITAL GROUP#2811 · 665 sh$276.4KNew
HMV Wealth Advisors#2812 · 662 sh$275.1KNew
MOODY LYNN & LIEBERSON#2813 · 662 sh$275.1KNew
MAYPORT#2814 · 661 sh$274.6KNew
Disciplined Equity Management#2815 · 660 sh$274.3KNew
DecisionMap Wealth Management#2816 · 659 sh$273.9KNew
Destiny Wealth Partners#2817 · 660 sh$273.5K-39.4%
180 WEALTH ADVISORS#2818 · 655 sh$272.2K-64.2%
MARINO, STRAM & ASSOCIATES#2819 · 655 sh$272.2KNew
NORTHCAPE WEALTH MANAGEMENT#2820 · 654 sh$271.9KNew
Birch Hill Investment Advisors#2821 · 654 sh$271.8KNew
Etesian Wealth Advisors#2822 · 654 sh$271.8KNew
PRINCETON CAPITAL MANAGEMENT#2823 · 654 sh$271.8KNew
LANDAAS & /WI#2824 · 653 sh$271.6KNew
Purkiss Capital Advisors#2825 · 653 sh$271.4KNew
Wealth Dimensions Group, Ltd.#2826 · 653 sh$271.3KNew
Ellis Investment Partners#2827 · 652 sh$271.2K-74.4%
Trailhead Planners#2828 · 652 sh$271.0KNew
Aufman Associates#2829 · 652 sh$271.0KNew
MW ADVISORY#2830 · 652 sh$271.0K—
Cottage Street Advisors#2831 · 651 sh$270.6KNew
Papamarkou Wellner Asset Management#2832 · 1,000 sh$270.6K0.0%
Braun-Bostich & Associates#2833 · 650 sh$270.2KNew
WILLIAM JOHN SEMPOLINSKI#2834 · 650 sh$270.2KNew
VILLERE ST DENIS J#2835 · 650 sh$270.2KNew
Onyx Bridge Wealth Group#2836 · 650 sh$270.0KNew
Tufton Capital Management#2837 · 650 sh$270.0KNew
Northstar Group#2838 · 649 sh$269.7KNew
Uniting Wealth Partners#2839 · 648 sh$269.3KNew
MASTER'S WEALTH MANAGEMENT#2840 · 647 sh$269.1KNew
Eagle Wealth Advisors#2841 · 646 sh$268.5K-33.5%
Bank OZK#2842 · 646 sh$268.5KNew
Carl P. Sherr#2843 · 645 sh$268.1KNew
Orcam Financial Group#2844 · 645 sh$268.1KNew
Piedmont Capital Management#2845 · 645 sh$268.1KNew
UNION SAVINGS BANK#2846 · 645 sh$268.1K+6.3%
One Charles Private Wealth Services#2847 · 645 sh$267.9KNew
K.J. Harrison & Partners#2848 · 644 sh$267.7KNew
Paragon Capital Management Ltd#2849 · 643 sh$267.3KNew
Argos Wealth Advisors#2850 · 642 sh$266.8KNew
ALBERT D MASON#2851 · 641 sh$266.4KNew
Rise Advisors#2852 · 641 sh$266.2KNew
BARRETT & COMPANY#2853 · 640 sh$266.2K-6.4%
PHILADELPHIA#2854 · 640 sh$266.0KNew
Hopwood Financial Services#2855 · 639 sh$265.6KNew
Martel Wealth Advisors#2856 · 639 sh$265.6KNew
Intelligence Driven Advisers#2857 · 637 sh$264.8KNew
Harvest Investment Services#2858 · 636 sh$264.3KNew
ALTERNA WEALTH MANAGEMENT#2859 · 636 sh$264.3KNew
J. M. Brown & Associates#2860 · 636 sh$264.3K—
AMG Asset Management Group#2861 · 635 sh$264.1KNew
Intergy Private Wealth#2862 · 635 sh$263.9KNew
CJM Wealth Advisers, Ltd.#2863 · 635 sh$263.7KNew
MBA Advisors#2864 · 633 sh$263.1KNew
KEYNOTE FINANCIAL SERVICES#2865 · 630 sh$261.8KNew
Newton One Investments#2866 · 630 sh$261.8K+0.6%
ADIRONDACK#2867 · 629 sh$261.4K-13.8%
Laurel Wealth Planning#2868 · 627 sh$260.6KNew
GOLDEN ROAD ADVISORS#2869 · 626 sh$260.1KNew
Plante Moran Financial Advisors#2870 · 623 sh$258.8K-17.6%
Stony Point Wealth Management#2871 · 622 sh$258.6KNew
Blue Chip Partners#2872 · 622 sh$258.4K-69.3%
Kohmann Bosshard Financial Services#2873 · 621 sh$258.1K0.0%
Saxony Capital Management#2874 · 620 sh$257.8KNew
ADVISORTRUST PARTNERS#2875 · 619 sh$257.3KNew
Strait & Sound Wealth Management#2876 · 618 sh$256.9K-32.7%
Insight Advisors, / PA#2877 · 616 sh$256.5KNew
bLong Financial#2878 · 617 sh$256.4KNew
IFC Advisors#2879 · 615 sh$255.6KNew
Crewe Advisors#2880 · 613 sh$254.7K+22.6%
Allied Investment Advisors#2881 · 612 sh$254.6KNew
GEN Financial Management#2882 · 611 sh$254.0KNew
Texas Bank#2883 · 611 sh$253.9KNew
Emergent Wealth Advisors#2884 · 622 sh$253.8KNew
Eaton-Cambridge#2885 · 610 sh$253.5KNew
STONEHAVEN WEALTH & TAX SOLUTIONS#2886 · 610 sh$253.5KNew
Peachtree Investment Partners#2887 · 610 sh$253.5KNew
Francis Financial#2888 · 609 sh$253.1KNew
Fountainhead AM#2889 · 609 sh$253.1K+4.6%
Axim Planning & Wealth#2890 · 609 sh$253.0K-23.8%
Center for Financial Planning#2891 · 607 sh$252.1K-20.0%
Able Wealth Management#2892 · 605 sh$251.6KNew
Panoramic Capital Partners#2893 · 604 sh$251.0KNew
IVC Wealth Advisors#2894 · 604 sh$250.8KNew
CAPITAL FINANCIAL GROUP \\#2895 · 603 sh$250.7KNew
Financial Insights#2896 · 603 sh$250.6KNew
Strategic Financial Concepts#2897 · 602 sh$250.3KNew
Viaable#2898 · 586 sh$250.1K—
Hanson & Doremus Investment Management#2899 · 601 sh$250.0K0.0%
HOGE FINANCIAL SERVICES#2900 · 601 sh$249.9KNew

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.