UnitedHealth Group — Institutional Ownership
Which tracked institutions hold UNH, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
87
Funds holding
$107305841783
Total value held
Buying
55 added/new · 29 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $31946594368 | 76863061 | +3395530 | +4.62% |
| 2 | State Street Corp | $18966554763 | 45633267 | +301081 | +0.66% |
| 3 | Jpmorgan Chase & Co | $8831984266 | 21037547 | +176806 | +0.85% |
| 4 | Morgan Stanley | $6149436946 | 14795456 | -168113 | -1.12% |
| 5 | Bank Of New York Mellon Corp | $4449316683 | 10704994 | +616723 | +6.11% |
| 6 | Bank Of America Corp /De/ | $4046521317 | 9735874 | -1977810 | -16.88% |
| 7 | Northern Trust Corp | $3641357289 | 8761055 | -18852 | -0.21% |
| 8 | Franklin Resources Inc | $3592618078 | 8643789 | +2969666 | +52.34% |
| 9 | Goldman Sachs Group Inc | $3415037050 | 8216532 | -829450 | -9.17% |
| 10 | Invesco Ltd. | $2850799411 | 6858984 | +6858984 | NEW BUY |
| 11 | Ubs Group Ag | $2669539119 | 6422874 | +6422874 | NEW BUY |
| 12 | Royal Bank Of Canada | $2155830000 | 5186895 | -133253 | -2.50% |
| 13 | Ameriprise Financial Inc | $1875407666 | 4510354 | +4510354 | NEW BUY |
| 14 | Barclays Plc | $1747017166 | 4203299 | +360474 | +9.38% |
| 15 | Wells Fargo & Company/Mn | $1555112769 | 3741579 | +297763 | +8.65% |
| 16 | Raymond James Financial Inc | $1375000210 | 3308937 | +320548 | +10.73% |
| 17 | Janus Henderson Group Plc | $991448383 | 3691607 | +3691607 | NEW BUY |
| 18 | Citigroup Inc | $894358808 | 2151815 | +117351 | +5.77% |
| 19 | Bank Of Montreal /Can/ | $799366170 | 1923263 | +358858 | +22.94% |
| 20 | Principal Financial Group Inc | $583860804 | 1404760 | +45443 | +3.34% |
| 21 | Marex Group Ltd | $477145318 | 1148005 | -819594 | -41.65% |
| 22 | Bank Of Nova Scotia | $470301479 | 1131538 | -121280 | -9.68% |
| 23 | Us Bancorp \De\ | $424612925 | 1021603 | +9426 | +0.93% |
| 24 | Toronto Dominion Bank | $411878544 | 990987 | -1518075 | -60.50% |
| 25 | Nomura Holdings Inc | $394092053 | 948180 | +142110 | +17.63% |
| 26 | Pnc Financial Services Group, Inc. | $366301792 | 881317 | +707 | +0.08% |
| 27 | Prudential Financial Inc | $360048631 | 866272 | +21614 | +2.56% |
| 28 | Stifel Financial Corp | $272352081 | 655219 | +655219 | NEW BUY |
| 29 | Sei Investments Co | $222833550 | 536122 | -192153 | -26.38% |
| 30 | Fifth Third Bancorp | $211425104 | 508685 | +9656 | +1.93% |
| 31 | Cincinnati Financial Corp | $194856488 | 468822 | — | Held |
| 32 | Federated Hermes, Inc. | $140360018 | 337704 | +337704 | NEW BUY |
| 33 | M&T Bank Corp | $116031076 | 279110 | +15367 | +5.83% |
| 34 | Truist Financial Corp | $103698542 | 249498 | +4827 | +1.97% |
| 35 | Banco Santander, S.A. | $61778828 | 148639 | +148639 | NEW BUY |
| 36 | Jefferies Financial Group Inc. | $55006911 | 132345 | +132345 | NEW BUY |
| 37 | Ing Groep Nv | $50102118 | 120545 | +120545 | NEW BUY |
| 38 | Cullen/Frost Bankers, Inc. | $46119354 | 110963 | +110963 | NEW BUY |
| 39 | Regions Financial Corp | $45938337 | 110527 | +90758 | +459.09% |
| 40 | Allstate Corp | $39491500 | 95016 | +26068 | +37.81% |
| 41 | Pinnacle Financial Partners, Inc. | $36879135 | 88730 | -2278 | -2.50% |
| 42 | Banco Bilbao Vizcaya Argentaria, S.A. | $34555574 | 83112 | -741 | -0.88% |
| 43 | Adams Diversified Equity Fund, Inc. | $29717545 | 71500 | +71500 | NEW BUY |
| 44 | Old National Bancorp /In/ | $21644763 | 52077 | +3690 | +7.63% |
| 45 | Univest Financial Corp | $19964358 | 48034 | -1637 | -3.30% |
| 46 | Associated Banc-Corp | $19535856 | 47003 | -813 | -1.70% |
| 47 | First Financial Bankshares Inc | $19284817 | 46399 | +5851 | +14.43% |
| 48 | Kinsale Capital Group, Inc. | $16005735 | 38510 | +38510 | NEW BUY |
| 49 | Equitable Holdings, Inc. | $13420283 | 32289 | -9433 | -22.61% |
| 50 | Ally Financial Inc. | $12468900 | 30000 | +30000 | NEW BUY |
| 51 | Hennessy Advisors Inc | $11990926 | 28850 | +28850 | NEW BUY |
| 52 | Alti Global, Inc. | $11538004 | 27760 | -1248 | -4.30% |
| 53 | Atlantic Union Bankshares Corp | $10764236 | 25899 | -1712 | -6.20% |
| 54 | German American Bancorp, Inc. | $10077364 | 24246 | -108 | -0.44% |
| 55 | Citizens Financial Group Inc/Ri | $8122687 | 19543 | +1543 | +8.57% |
| 56 | Hancock Whitney Corp | $5414828 | 13028 | -337 | -2.52% |
| 57 | Nicolet Bankshares Inc | $4206334 | 10096 | +806 | +8.68% |
| 58 | First Horizon Corp | $3950563 | 9505 | +9505 | NEW BUY |
| 59 | City Holding Co | $2647061 | 6369 | +591 | +10.23% |
| 60 | First Commonwealth Financial Corp /Pa/ | $1767452 | 4253 | +207 | +5.12% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.