UNITEDHEALTH GROUP INC (UNH) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 3,407
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | SYNTAX RESEARCH#3301 · 67 sh | 67 | $27.8K | 0.02% | 0.0% |
| 3302 | MASECO LLP#3302 · 66 sh | 66 | $27.4K | <0.01% | -7.0% |
| 3303 | Fairman Group#3303 · 66 sh | 66 | $27.4K | — | +1.5% |
| 3304 | VANGUARD ADVISERS#3304 · 65 sh | 65 | $27.1K | <0.01% | +983.3% |
| 3305 | WORMSER FRERES GESTION#3305 · 65 sh | 65 | $27.0K | — | 0.0% |
| 3306 | PENSION & WEALTH MANAGEMENT ADVISORS#3306 · 62 sh | 62 | $25.8K | — | -13.9% |
| 3307 | SIMA Wealth Partners#3307 · 60 sh | 60 | $24.9K | — | -40.0% |
| 3308 | Battery Global Advisors#3308 · 60 sh | 60 | $24.9K | 0.01% | 0.0% |
| 3309 | Reyes Financial Architecture#3309 · 59 sh | 59 | $24.6K | — | +63.9% |
| 3310 | Clark Wealth Partners#3310 · 59 sh | 59 | $24.5K | — | 0.0% |
| 3311 | ORG Wealth Partners#3311 · 59 sh | 59 | $24.5K | <0.01% | -94.7% |
| 3312 | Forum Finance Group S.A.#3312 · 70 sh | 70 | $24.0K | <0.01% | 0.0% |
| 3313 | Davis Capital Management#3313 · 57 sh | 57 | $23.7K | — | +35.7% |
| 3314 | Knott David M Jr#3314 · 57 sh | 57 | $23.7K | 0.01% | 0.0% |
| 3315 | POM Investment Strategies#3315 · 57 sh | 57 | $23.7K | — | -83.3% |
| 3316 | Kimelman & Baird#3316 · 54 sh | 54 | $22.4K | <0.01% | 0.0% |
| 3317 | United Financial Planning Group#3317 · 54 sh | 54 | $22.4K | 0.01% | 0.0% |
| 3318 | Planning Strategies#3318 · 53 sh | 53 | $22.0K | — | — |
| 3319 | Pflug Koory#3319 · 52 sh | 52 | $21.6K | — | 0.0% |
| 3320 | Mechanics Financial#3320 · 52 sh | 52 | $21.6K | <0.01% | +48.6% |
| 3321 | Marshall & Sterling Wealth Advisors#3321 · 51 sh | 51 | $21.3K | 0.01% | 0.0% |
| 3322 | Altshuler Shaham Ltd#3322 · 51 sh | 51 | $21.2K | <0.01% | +5000.0% |
| 3323 | Riverview#3323 · 50 sh | 50 | $20.8K | 0.02% | 0.0% |
| 3324 | SOUTH PLAINS FINANCIAL#3324 · 50 sh | 50 | $20.8K | 0.01% | -24.2% |
| 3325 | 1 NORTH WEALTH SERVICES#3325 · 48 sh | 48 | $19.9K | <0.01% | 0.0% |
| 3326 | Oakmont Advisory Group#3326 · 48 sh | 48 | $19.8K | 0.02% | New |
| 3327 | ROGCO#3327 · 47 sh | 47 | $19.5K | <0.01% | 0.0% |
| 3328 | Bank#3328 · 47 sh | 47 | $19.5K | — | 0.0% |
| 3329 | Morton Brown Family Wealth#3329 · 46 sh | 46 | $19.1K | — | +15.0% |
| 3330 | WELLINGTON-ALTUS USA#3330 · 67 sh | 67 | $18.1K | 0.01% | +97.1% |
| 3331 | DecisionPoint Financial#3331 · 42 sh | 42 | $17.9K | <0.01% | +7.7% |
| 3332 | RHL GROUP#3332 · 40 sh | 40 | $16.6K | 0.01% | +2.6% |
| 3333 | Virginia Estate & Retirement Planning Advisors#3333 · 39 sh | 39 | $16.2K | — | 0.0% |
| 3334 | Decker Retirement Planning#3334 · 38 sh | 38 | $15.8K | — | -83.0% |
| 3335 | Tacita Capital#3335 · 38 sh | 38 | $15.8K | <0.01% | 0.0% |
| 3336 | Financial Network Wealth Advisors#3336 · 37 sh | 37 | $15.4K | 0.02% | -70.6% |
| 3337 | NVWM#3337 · 37 sh | 37 | $15.4K | — | +23.3% |
| 3338 | Burk#3338 · 37 sh | 37 | $15.4K | <0.01% | 0.0% |
| 3339 | Heritage Wealth Advisors#3339 · 34 sh | 34 | $14.1K | <0.01% | -83.0% |
| 3340 | Kings Path Partners#3340 · 34 sh | 34 | $14.1K | — | New |
| 3341 | Halbert, Hargrove/Russell#3341 · 34 sh | 34 | $14.0K | — | -17.1% |
| 3342 | PFS Partners#3342 · 33 sh | 33 | $13.7K | — | 0.0% |
| 3343 | CHAPMAN FINANCIAL GROUP#3343 · 33 sh | 33 | $13.7K | — | 0.0% |
| 3344 | VEGA INVESTMENT SOLUTIONS#3344 · 31 sh | 31 | $12.9K | <0.01% | -76.5% |
| 3345 | BELLEVUE ASSET MANAGEMENT#3345 · 31 sh | 31 | $12.9K | <0.01% | +40.9% |
| 3346 | Philadelphia Investment Partners#3346 · 30 sh | 30 | $12.5K | <0.01% | 0.0% |
| 3347 | OLD SECOND NATIONAL BANK OF AURORA#3347 · 29 sh | 29 | $12.1K | — | 0.0% |
| 3348 | Graney & King#3348 · 28 sh | 28 | $11.6K | <0.01% | 0.0% |
| 3349 | HFM Investment Advisors#3349 · 28 sh | 28 | $11.6K | <0.01% | +460.0% |
| 3350 | Park Square Financial Group#3350 · 27 sh | 27 | $11.2K | 0.10% | 0.0% |
| 3351 | MARSHALL INVESTMENT MANAGEMENT#3351 · 27 sh | 27 | $11.1K | <0.01% | 0.0% |
| 3352 | Fairway Wealth#3352 · 26 sh | 26 | $10.8K | <0.01% | +136.4% |
| 3353 | Silicon Valley Capital Partners#3353 · 26 sh | 26 | $10.8K | <0.01% | -99.9% |
| 3354 | BARD ASSOCIATES#3354 · 25 sh | 25 | $10.4K | <0.01% | +150.0% |
| 3355 | Bare Financial Services#3355 · 25 sh | 25 | $10.4K | <0.01% | +4.2% |
| 3356 | GODSEY & GIBB#3356 · 25 sh | 25 | $10.4K | — | 0.0% |
| 3357 | Investors Portfolio Services#3357 · 24 sh | 24 | $10.1K | <0.01% | +9.1% |
| 3358 | First Pacific Financial#3358 · 21 sh | 21 | $8.7K | — | +90.9% |
| 3359 | Strive Financial Group#3359 · 21 sh | 21 | $8.7K | <0.01% | -89.4% |
| 3360 | Bradley & Private Wealth Management#3360 · 21 sh | 21 | $8.7K | — | 0.0% |
| 3361 | CDKV#3361 · 21 sh | 21 | $8.7K | <0.01% | 0.0% |
| 3362 | HOEY INVESTMENTS#3362 · 20 sh | 20 | $8.3K | <0.01% | +566.7% |
| 3363 | FWL INVESTMENT MANAGEMENT#3363 · 20 sh | 20 | $8.3K | <0.01% | New |
| 3364 | PayPay Securities#3364 · 20 sh | 20 | $8.3K | — | 0.0% |
| 3365 | Aventus Investment Advisors#3365 · 20 sh | 20 | $8.3K | — | -68.8% |
| 3366 | Legacy Bridge#3366 · 16 sh | 16 | $6.7K | <0.01% | 0.0% |
| 3367 | C M BIDWELL & ASSOCIATES LTD#3367 · 16 sh | 16 | $6.7K | <0.01% | 0.0% |
| 3368 | Imprint Wealth#3368 · 15 sh | 15 | $6.2K | 0.03% | 0.0% |
| 3369 | Mowery & Schoenfeld Wealth Management#3369 · 14 sh | 14 | $5.8K | <0.01% | 0.0% |
| 3370 | Breakwater Investment Management#3370 · 13 sh | 13 | $5.4K | — | +62.5% |
| 3371 | Catherine Avery Investment Management#3371 · 13 sh | 13 | $5.4K | — | 0.0% |
| 3372 | GILPIN WEALTH MANAGEMENT#3372 · 12 sh | 12 | $5.0K | — | 0.0% |
| 3373 | RMG Wealth Management#3373 · 12 sh | 12 | $4.9K | — | 0.0% |
| 3374 | Sunrise Financial Services#3374 · 11 sh | 11 | $4.6K | — | 0.0% |
| 3375 | Golden State Equity Partners#3375 · 10 sh | 10 | $4.2K | 0.01% | -99.7% |
| 3376 | Mountain Hill Investment Partners#3376 · 10 sh | 10 | $4.2K | — | 0.0% |
| 3377 | Tripletail Wealth Management#3377 · 9 sh | 9 | $3.8K | <0.01% | 0.0% |
| 3378 | Carolina Wealth Advisors#3378 · 8 sh | 8 | $3.3K | — | 0.0% |
| 3379 | Game Plan Financial Advisors#3379 · 8 sh | 8 | $3.3K | <0.01% | -11.1% |
| 3380 | Harborfront Financial Group#3380 · 7 sh | 7 | $3.1K | 0.01% | — |
| 3381 | Navigoe#3381 · 8 sh | 8 | $3.0K | <0.01% | New |
| 3382 | Nalls Sherbakoff Group#3382 · 7 sh | 7 | $2.9K | <0.01% | 0.0% |
| 3383 | Luminist Capital#3383 · 7 sh | 7 | $2.9K | <0.01% | New |
| 3384 | Sawyer & Company#3384 · 6 sh | 6 | $2.5K | — | 0.0% |
| 3385 | Seneschal Advisors#3385 · 6 sh | 6 | $2.5K | <0.01% | -87.0% |
| 3386 | Three Bearings Fiduciary Advisors#3386 · 6 sh | 6 | $2.5K | <0.01% | 0.0% |
| 3387 | Minot DeBlois Advisors#3387 · 5 sh | 5 | $2.1K | <0.01% | -50.0% |
| 3388 | Richardson Capital Management#3388 · 5 sh | 5 | $2.1K | — | -68.8% |
| 3389 | MPWM ADVISORY SOLUTIONS#3389 · 5 sh | 5 | $2.1K | <0.01% | 0.0% |
| 3390 | McCarley & Cook Financial Planners#3390 · 5 sh | 5 | $2.1K | — | 0.0% |
| 3391 | CKW FINANCIAL GROUP#3391 · 5 sh | 5 | $2.0K | <0.01% | New |
| 3392 | Networth Advisors#3392 · 4 sh | 4 | $1.7K | <0.01% | 0.0% |
| 3393 | Orion Capital Management#3393 · 4 sh | 4 | $1.7K | <0.01% | 0.0% |
| 3394 | SWAN Capital#3394 · 4 sh | 4 | $1.7K | <0.01% | -76.5% |
| 3395 | Nvest Wealth Strategies#3395 · 3 sh | 3 | $1.2K | — | +200.0% |
| 3396 | 3 FACTOR INDEXING#3396 · 3 sh | 3 | $1.2K | — | +200.0% |
| 3397 | Cordant#3397 · 2 sh | 2 | $920.00 | <0.01% | New |
| 3398 | MARYLAND CAPITAL ADVISORS#3398 · 2 sh | 2 | $832.00 | — | — |
| 3399 | Bear Mountain Capital#3399 · 1 sh | 1 | $425.00 | <0.01% | 0.0% |
| 3400 | CHELSEA COUNSEL#3400 · 1 sh | 1 | $416.00 | <0.01% | 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.