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

UNITEDHEALTH GROUP INC

3,593 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·3,593 13F holders·last filed Jun 30, 2026
Market cap
$500.0B
13F value held
$191.6B
visible holders
Holders
3,593
filers reporting
Concentration
16.67%
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 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$24.7B59.3M0.53%Q2 2026
03
STATE STREET CORP
CIK 0000093751
$19.0B45.6M0.56%Q2 2026
04
Capital World Investors
CIK 0001422849
$12.4B29.9M1.47%Q2 2026
05
FMR LLC
CIK 0000315066
$11.6B28.0M0.51%Q2 2026
06
Vanguard Portfolio Management
CIK 0002100121· Index
$10.2B24.5M0.46%Q2 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$9.0B21.8M0.48%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$8.7B20.9M0.68%Q2 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$8.5B20.2M0.47%Q2 2026
10
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$8.2B19.8M1.10%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$6.1B14.8M0.33%Q2 2026
12
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$5.6B20.9M0.65%Q1 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$5.4B13.0M0.62%Q2 2026
14
NORGES BANK
CIK 0001374170· Sovereign
$5.3B12.7M0.53%Q2 2026
15
Bank of New York Mellon Corp
CIK 0001390777
$4.4B10.7M0.73%Q2 2026
16
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$4.4B10.7M0.76%Q2 2026
17
Capital Research Global Investors
CIK 0001422848
$4.4B10.5M0.61%Q2 2026
18
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.0B9.7M0.26%Q2 2026
19
Fisher Asset Management, LLC
CIK 0000850529
$3.8B9.1M1.12%Q2 2026
20
DODGE & COX
CIK 0000200217
$3.8B9.1M1.97%Q2 2026
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Insiders at UNITEDHEALTH GROUP INC
Conway Patrick HughStankiewicz Dennis AndrewMcnabb Frederick William IiiMontgomery Rice Valerie MdNoseworthy John HFlynn Timothy PatrickBaker Charles D.Hemsley Stephen J