13F Insight
DOSSIER · 13F Holders · Q2 2026Healthcare · Healthcare Plans
UNH

UNITEDHEALTH GROUP INC

3,480 institutions still hold UNITEDHEALTH GROUP INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91324P102·Healthcare Plans·3,480 13F holders·last filed Jun 30, 2026
Market cap
$500.0B
13F value held
$150.8B
visible holders
Holders
3,480
filers reporting
Concentration
21.19%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

UNH registers 2,892 institutional filers with roughly billion in combined 13F value. The latest top-ten list shows every holder filed UNH as a brand-new position, an artifact of the fresh-quarter data import rather than coordinated active buying. Beneath that surface, Capital Research Global Investors is building roughly .6 billion in UNH exposure, signaling that bottom-up healthcare allocators continue to treat UnitedHealth as a diversified managed-care compounder rather than a them trade.

The passive core is standard for a large-cap healthcare name. BlackRock holds roughly .9B, Vanguard Capital Management .9B, State Street .3B, Vanguard Portfolio Management .5B, Geode .1B, and Charles Schwab .6B. These are benchmark-mandated positions whose sizes scale with UnitedHealth market-cap weight in S&P 500 health-sector indices rather than with fundamental conviction.

Capital Research Global Investors is the most analytically meaningful entry. With roughly .6B in UNH exposure and a new filing this quarter, Capital Research signals that bottom-up healthcare allocators continue to find UnitedHealth managed-care model, Optum services moat, and Medicare Advantage positioning acceptable within diversified portfolios. Capital Research does not carry UNH as a them trade on biotech pipelines or drug approvals; it holds the name as a stable healthcare cash-flow compounder.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$31.9B76.9M0.47%Q2 202602
STATE STREET CORP
CIK 0000093751
$19.0B45.6M0.56%Q2 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$15.9B58.9M0.39%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8.0B29.7M0.90%Q1 202605
Capital World Investors
CIK 0001422849
$7.5B27.8M1.03%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$7.3B22.0M1.09%Q4 202507
Vanguard Portfolio Management
CIK 0002100121· Index
$6.5B24.0M0.34%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$6.1B22.8M0.38%Q1 202609
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$5.6B20.9M0.65%Q1 202610
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$5.6B20.8M0.86%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$5.0B19.1M0.32%Q1 202612
Capital Research Global Investors
CIK 0001422848
$4.6B17.1M0.72%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$4.4B10.7M0.73%Q2 202614
MORGAN STANLEY
CIK 0000895421
$4.0B15.0M0.24%Q1 202615
Fisher Asset Management, LLC
CIK 0000850529
$3.8B9.1M1.12%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3.5B13.1M0.46%Q1 202617
FMR LLC
CIK 0000315066
$3.3B12.0M0.17%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3.2B11.7M0.23%Q1 202619
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$2.7B10.1M0.51%Q1 202620
HSBC HOLDINGS PLC
CIK 0000873630
$2.6B9.6M1.35%Q1 2026
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Insiders at UNITEDHEALTH GROUP INC
Conway Patrick Hugh →Mcnabb Frederick William Iii →Montgomery Rice Valerie Md →Noseworthy John H →Flynn Timothy Patrick →Baker Charles D. →Stankiewicz Dennis Andrew →Hemsley Stephen J →