Unitedhealth Group Inc (UNH) Hedge Fund & Institutional Holdings (Q2 2026)

UNH ranks #43 out of 37696 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.

Ninety One UK Ltd has added to its UNH position for two straight quarters, increasing it by $439.9M to reach $465.0M today.

Seilern Investment Management Ltd has trimmed its UNH position for two straight quarters, cutting it by $28.0M while still holding $48.1M.

UNH is down 1.3% today, but institutions show net buying of $151.9B 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 25.9.

• Profitable — net income of $14.1B over the trailing twelve months
• Revenue grew 6.5% year over year
• Net income declined year over year, from $21.3B to $14.1B
• Generated $19.7B in positive operating cash flow
• Current ratio of 0.79x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.67x equity — within a conventional range