UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 30)

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 2,901 to 3,000. 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 2,901–3,000 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
Axiom Investment Management#2901 · 600 sh$249.4K+12.8%
First Dallas Securities#2902 · 600 sh$249.4K-29.4%
Independent Family Office#2903 · 600 sh$249.4KNew
Umpqua Bank#2904 · 600 sh$249.4KNew
Arini Captial Management Ltd#2905 · 600 sh$249.4KNew
G&S Capital#2906 · 599 sh$248.9K-22.8%
TriaGen Wealth Management#2907 · 598 sh$248.5KNew
TOEWS#2908 · 598 sh$248.5KNew
Garden State Investment Advisory Services#2909 · 597 sh$248.3KNew
Kuhn & Investment Counsel#2910 · 596 sh$247.7KNew
JT Stratford#2911 · 596 sh$247.7KNew
JGP Wealth Management#2912 · 595 sh$247.3KNew
Probity Advisors#2913 · 593 sh$246.5KNew
1620 INVESTMENT ADVISORS#2914 · 593 sh$246.5K+2.6%
FIRST UNITED BANK#2915 · 593 sh$246.5K+3.3%
Fortis Capital Management#2916 · 592 sh$246.2KNew
SkyOak Wealth#2917 · 592 sh$246.1KNew
DIMENSION CAPITAL MANAGEMENT#2918 · 591 sh$245.6KNew
Migdal Insurance & Financial Ltd.#2919 · 591 sh$245.6K-0.2%
Gambit Capital Management#2920 · 591 sh$245.6KNew
Wilkerson Advisory Group#2921 · 590 sh$245.2K+189.2%
First National Advisers#2922 · 588 sh$244.4KNew
TrueWealth Advisors#2923 · 588 sh$244.4K-24.5%
G2 CAPITAL MANAGEMENT, / OH#2924 · 587 sh$243.9K-23.4%
Latitude Advisors#2925 · 585 sh$243.2KNew
Polymer Capital Management (US)#2926 · 585 sh$243.1K-34.7%
Gemmer Asset Management#2927 · 584 sh$242.7KNew
Walleye Capital#2928 · 582 sh$241.9K-99.5%
JBGlobal.com#2929 · 582 sh$241.9KNew
1900 WEALTH MANAGEMENT#2930 · 581 sh$241.6KNew
CLIENT 1ST ADVISORY GROUP#2931 · 581 sh$241.5KNew
Investmark Advisory Group#2932 · 581 sh$241.4KNew
Magnolia Wealth Management#2933 · 580 sh$241.1K0.0%
Alley Investment Management Company#2934 · 580 sh$241.0KNew
WBH ADVISORY#2935 · 579 sh$240.7KNew
SITTNER & NELSON#2936 · 578 sh$240.3K-0.5%
WATERSHED PRIVATE WEALTH#2937 · 578 sh$240.2KNew
M. Kraus#2938 · 578 sh$240.2KNew
LAWOOD#2939 · 576 sh$239.4KNew
Carrera Capital Advisors#2940 · 576 sh$239.4KNew
KNIGHTSBRIDGE ASSET MANAGEMENT#2941 · 725 sh$239.3K-5.8%
JM2 Capital#2942 · 573 sh$238.3KNew
Legacy Capital Wealth Partners#2943 · 573 sh$238.2K-64.3%
Pekin Hardy Strauss#2944 · 572 sh$237.6K-23.6%
BROWN WEALTH MANAGEMENT#2945 · 571 sh$237.3KNew
One Wealth Advisors#2946 · 570 sh$237.0KNew
Seros Financial#2947 · 569 sh$236.6K-29.8%
VICUS CAPITAL#2948 · 569 sh$236.5KNew
FLYWHEEL PRIVATE WEALTH#2949 · 567 sh$235.7KNew
Berry Wealth Group#2950 · 567 sh$235.6KNew
Challenger Wealth Management#2951 · 566 sh$235.3KNew
PRELUDE CAPITAL MANAGEMENT#2952 · 566 sh$235.2KNew
Integrity Financial#2953 · 566 sh$235.2KNew
Exit Wealth Advisors#2954 · 566 sh$235.2KNew
WealthBridge Capital Management#2955 · 566 sh$235.2KNew
STEVENS CAPITAL PARTNERS#2956 · 566 sh$235.2KNew
Orgel Wealth Management#2957 · 565 sh$234.8KNew
25#2958 · 564 sh$234.4KNew
Ballew Advisors#2959 · 551 sh$234.2KNew
Atlas Private Wealth Advisors#2960 · 563 sh$234.0KNew
Accelerate Investment Advisors#2961 · 562 sh$233.6KNew
Valley Brook Capital Group#2962 · 562 sh$233.6KNew
HOWARD BAILEY SECURITIES#2963 · 562 sh$233.6KNew
VOISARD ASSET MANAGEMENT GROUP#2964 · 561 sh$233.2KNew
WEDGEWOOD INVESTORS#2965 · 561 sh$233.2KNew
Plan Group Financial#2966 · 560 sh$232.9KNew
Dynamic Financial Group#2967 · 560 sh$232.8KNew
Cogent Private Wealth#2968 · 560 sh$232.8KNew
Axiom Financial Strategies#2969 · 558 sh$231.9KNew
Cape Investment Advisory#2970 · 557 sh$231.7KNew
RIDGECREST WEALTH PARTNERS#2971 · 557 sh$231.5KNew
LEGACY CAPITAL WEALTH MANAGEMENT#2972 · 557 sh$231.5KNew
WMG Financial Advisors#2973 · 556 sh$231.1K-33.3%
First Financial Bank - Division#2974 · 556 sh$231.1KNew
Walker Asset Management#2975 · 551 sh$229.1KNew
Saiph Capital#2976 · 551 sh$229.0KNew
Founders Capital Management#2977 · 550 sh$228.6K0.0%
Baltimore-Washington Financial Advisors#2978 · 549 sh$228.6KNew
LightSquare Wealth Management#2979 · 549 sh$228.3KNew
Blom & Howell Financial Planning#2980 · 549 sh$228.2KNew
CURA WEALTH ADVISORS#2981 · 548 sh$227.6KNew
NORTHWEST WEALTH MANAGEMENT#2982 · 547 sh$227.4KNew
FreeGulliver#2983 · 547 sh$227.3KNew
Centerpoint Advisory Group#2984 · 547 sh$227.3KNew
Shakespeare Wealth Management#2985 · 546 sh$226.9KNew
DAVIDSON#2986 · 545 sh$226.5KNew
MN Wealth Advisors#2987 · 544 sh$226.3K-53.1%
Park Place Capital#2988 · 544 sh$226.1K-77.4%
Legacy Wealth Managment#2989 · 544 sh$225.9K-21.3%
Shepherd Financial Partners#2990 · 543 sh$225.9KNew
J.E. Simmons & , P.C.#2991 · 543 sh$225.7KNew
Stonebridge Financial Group#2992 · 543 sh$225.6KNew
Hibernia Wealth Partners#2993 · 542 sh$225.2KNew
Ducere Wealth Management#2994 · 541 sh$224.8KNew
Spectrum Asset Management, (NB/CA)#2995 · 538 sh$223.6KNew
Meridian Financial Partners#2996 · 534 sh$223.5KNew
DRW Securities#2997 · 537 sh$223.2K-78.7%
Brio Consultants#2998 · 537 sh$223.2K-3.4%
Global Asset Management#2999 · 536 sh$222.8K-3.9%
WEALTHEDGE INVESTMENT ADVISORS#3000 · 535 sh$222.5K-93.8%

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.