Unitedhealth Group Inc
$396.59-0.5%
+$151.7B
Net Activity
+70.29% total shares
Institutions Holding
3426
Popularity Rank
#44
Avg Weight
0.47%
Total Value
$369.3B
Market Cap
$361.3B
3426 institutions currently hold UNH, with 1817 net buyers and 1458 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1458
Net Buying Institutions
1817
Top 5 by Value
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Across its top 20 institutional holders, UNH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 36/100).
UNH ranks #44 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
UNH is a top-conviction position for Eagle Capital Management LLC — at 7.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in UNH belongs to BlackRock, Inc., but the position matters far more to Eagle Capital Management LLC, who has 7.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Charles Schwab Investment Management Inc has added to its UNH position for two straight quarters, increasing it by $5.5B to reach $8.2B today.
T. Rowe Price has trimmed its UNH position for two straight quarters, cutting it by $1.1B while still holding $284.8M.
UNH is down 0.5% today, but institutions show net buying of $151.7B this quarter — a divergence between today's price move and the underlying institutional flow.
UNH posted net income of $14.1B over the trailing twelve months, and currently trades at a P/E of 25.6.
+$52.9B
Total Buy Value
$34.8B
Total Sell Value
1817
Net Buyers
1458
Net Sellers
UNH
Q2 2026
Top 5 Institutional Movers
Institutional accumulation outweighs modest insider selling
Signal Basis
Q2 2026 13F data shows institutional holdings in UNH rose by roughly $151.7 billion in net value, with 1,811 net buyers against 1,450 net sellers and 498 new positions versus 141 exits, anchored by BlackRock, Vanguard and State Street. Insider activity appears comparatively light — just two Form 4 sales by Optum CEO Patrick Conway totaling about $660,910 with a 0.0 confidence score — suggesting institutional flows are setting the tone.
Confirmation
A follow-up quarter of sustained institutional net inflows combined with any fresh insider buying on Form 4 would further confirm the constructive read.
Invalidation Risk
The view would weaken materially if officer selling broadens to multiple insiders or larger amounts, or if institutional positioning flips to net distribution next quarter.
This analysis is machine-generated from institutional holders' Form 13F data on SEC EDGAR and limited to historical trends. Not financial advice — see the source filings below.
See the institutional 13F filings behind this signalUNH does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Patrick Hugh Conway | 2026-08-21 | $456K |
| Sell | Patrick Hugh Conway | 2026-08-05 | $205K |
| Sell | Charles D. Baker | 2025-09-11 | $10K |
| Sell | Patrick Hugh Conway | 2025-06-10 | $180K |
| Buy | REX JOHN F | 2025-05-16 | $5.00M |
| Buy | HEMSLEY STEPHEN J | 2025-05-16 | $25.02M |
| Buy | Kristen Gil | 2025-05-15 | $1.00M |
| Buy | Timothy Patrick Flynn | 2025-05-14 | $492K |
1
Members Trading
1
Buy
0
Sell (Full)
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | John Boozman Senate | 2026-06-04 | $1K–$15K |
| Buy | Alan Armstrong Senate | 2026-03-27 | $15K–$50K |
| Buy | Markwayne Mullin Senate | 2026-02-25 | $50K–$100K |
| Buy | Markwayne Mullin Senate | 2025-09-24 | $15K–$50K |
| Sell (Full) | Sheldon Whitehouse Senate | 2025-09-04 | $15K–$50K |
| Sell (Full) | Sheldon Whitehouse Senate | 2025-08-28 | $15K–$50K |
| Sell (Partial) | Markwayne Mullin Senate | 2025-08-01 | $15K–$50K |
| Sell (Full) | Angus S King, Jr. Senate | 2025-07-15 | $1K–$15K |
2
Filings (90d)
$661K
Total Est. Value
2K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Conway Patrick Hugh | 2026-08-21 | $456K |
| Conway Patrick Hugh | 2026-08-05 | $205K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
UnitedHealth Group (UNH) released its second-quarter 2026 earnings on July 16, 2026, via a press release that includes key financial figures. The company filed the release and related exhibits with the SEC as part of a routine 8-K disclosure.
View Full Filing (SEC EDGAR)91324P102, 91324P10 , 91324P902, 91324P952, 91324p102
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Access UNH's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UNHCLI
npx alphasmo stocks get UNH