UNITEDHEALTH GROUP INC (UNH) Institutional Ownership Changes & 13F Activity
UNITEDHEALTH GROUP INC (UNH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Manufacturers Life Insurance Company, The, Citadel Advisors Llc, Envestnet Asset Management Inc, State Street Corp, and Allianz Asset Management Gmbh.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +328,385 | +20.2% | 1,951,573 | $811.13M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +20,916 | +18.2% | 135,858 | $56.47M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +5,756 | +26.1% | 27,843 | $11.57M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +301,081 | +0.7% | 45,633,267 | $18.97B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Buy | +10,160 | +10.1% | 111,175 | $46.21M | Q2 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Sell | -34,245 | -99.9% | 26 | $10.79K | Q2 2026 | Sep 21, 2026 |
| Premier Financial Group | Buy | +110 | — | 110 | $45.72K | Q2 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +150 | — | 150 | $62.34K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Buy | +70 | — | 70 | $29.09K | Q2 2026 | Sep 18, 2026 |
| Skyview Investment Advisors, Llc | Sell | -2,719 | -73.1% | 1,000 | $416.00 | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -1,351 | -4.6% | 28,060 | $11.66M | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -229 | -30.9% | 512 | $212.62K | Q2 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -85 | -0.1% | 138,636 | $57.62M | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -507,924 | -19.7% | 2,071,359 | $860.92M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,608 | +12.2% | 33,206 | $13.80M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +757 | +13.2% | 6,488 | $2.70M | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -478,179 | -31.0% | 1,064,151 | $442.29M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +232,873 | +47.9% | 719,466 | $299.03M | Q2 2026 | Sep 02, 2026 |
| Capital & Planning, Llc | Buy | +289 | +9.0% | 3,492 | $1.45M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -37 | -3.4% | 1,066 | $442.90K | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -6 | -0.5% | 1,310 | $544.48K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +62 | +6.8% | 974 | $404.82K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -26,579 | -4.9% | 520,634 | $216.39M | Q2 2026 | Aug 27, 2026 |
| Vela Investment Management, Llc | Sell | -11 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 27, 2026 |
| Wellington Grp Llc | Buy | +2,586 | — | 2,586 | $1.07M | Q2 2026 | Aug 26, 2026 |
| Brown Financial Advisors | Sell | -1,134 | -16.4% | 5,774 | $2.40M | Q2 2026 | Aug 26, 2026 |
| Horan Wealth, Llc | Buy | +686 | — | 686 | $285.15K | Q2 2026 | Aug 26, 2026 |
| Groupe La Francaise | Buy | +17,269 | — | 17,269 | $7.18M | Q2 2026 | Aug 25, 2026 |
| Financial Insights, Inc. | Buy | +603 | — | 603 | $250.63K | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Buy | +9,338 | +0.7% | 1,365,269 | $567.45M | Q2 2026 | Aug 24, 2026 |
Frequently asked questions about UNH activity
Which institutional owners are buying UNH?
Institutional owners buying UNH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UNH activity?
"Buy" means an investor increased their reported position in UNH compared to the prior reporting period. This reflects growing exposure to UNITEDHEALTH GROUP INC (UNH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UNH increasing?
Institutional interest in UNH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UNH Institutional Insights
- UNH Overview
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- UNH Top Institutional Shareholders
- Healthcare Sector Institutional Ownership
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- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- UNH Insider Trading & SEC Form 4 Activity
- UNH Articles
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