UnitedHealth Group Incorporated· UNH

🇺🇸 US · LargeSP500NYSE

HealthcareMedical - Healthcare PlansWebsite

Price: $407.71
Day: -1.84%
Mkt Cap: $370.26B
52W Range: $239.50 – $461.62
Volume: 5.26M
Beta: 0.63

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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UnitedHealth Group Incorporated

UNH|Healthcare|Medical - Healthcare Plans

Current price: $408

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$284.0K

Net share flow-800

Purchases0 ($0)

Sales1 ($284.0K)

Top Notable Transactions

Insider

Type

Value

Date

HEMSLEY STEPHEN J

Purchase

$25.0M

May 16

THOMPSON BRIAN R

Sale

$15.1M

Feb 16

REX JOHN F

Purchase

$5.0M

May 16

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership82.2%

13F share flow-22.6%

Investors holding3.2K

+1573 adding-1865 reducing

1380

1406

459

New 193Inc 1380Red 1406Closed 459

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$19.9B

-1.7%

STATE STREET CORP

$12.3B

+0.2%

CAPITAL WORLD INVESTORS

$7.5B

+23.0%

GEODE CAPITAL MANAGEMENT, LLC

$6.1B

+4.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting374

Total shares held147.3M

Share flow-1.6%

132 buying98 selling

132

144

Buying 132Unchanged 144Selling 98

Top Fund Holders

Fund

Weight

Change

PARNASSUS FUNDS

194.1K

20.11%

-4.4K

ADAMS DIVERSIFIED EQUITY FUND, INC.

71.5K

17.14%

+30.5K

PARNASSUS INCOME FUNDS

2.0K

0.22%

+349

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UNH Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-26

Institutional Flow

50% weight

-6

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for UNH

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bearish Signal

Elevated insider selling in Q2 2026

1 sale totaling $284.0K (800 shares)

Share volume is 3.6x the historical average, significantly above normal

Buying seen in 2 of 7 quarters

Notable Recent Transactions, UNH

Top 8 highest-value recent insider trades

HEMSLEY STEPHEN J

CEO

Buy

86,700 shares at $288.57

May 16, 2025$25.02M

THOMPSON BRIAN R

CEO

Sell

28,943 shares at $521.00

Feb 16, 2024$15.08M

REX JOHN F

CFO

Buy

17,175 shares at $291.12

May 16, 2025$5.00M

ROOS THOMAS E

Officer

Sell

2,851 shares at $569.88

Jul 17, 2024$1.62M

Gil Kristen

Director

Buy

3,700 shares at $271.17

May 15, 2025$1.00M

McSweeney Erin

Officer

Sell

1,500 shares at $579.03

Jul 18, 2024$868.54K

McSweeney Erin

Officer

Sell

1,236.01 shares at $483.48

Mar 8, 2024$597.58K

FLYNN TIMOTHY PATRICK

Director

Buy

1,000 shares at $511.57

Jan 17, 2025$511.57K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for UNH

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

82.2% institutional ownership

Balanced activity: 1573 adding vs 1865 reducing

13F share count essentially flat

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1154 growing-2269 shrinkingNet: -1115

261

893

606

1663

New (261)

Increased (893)

Reduced (606)

Closed (1663)

Top Institutional Holders, UNH

Largest 8 institutional positions by ownership percentage as of Q2 2026

FISHER ASSET MANAGEMENT, LLC

9.1M

$3.8B

Ownership

1.00%

+73.4%

SUMITOMO MITSUI TRUST GROUP, INC.

2.5M

$1.1B

Ownership

0.28%

-2.9%

WALLEYE TRADING LLC

2.0M

$845.2M

Ownership

0.22%

-5.4%

ENVESTNET ASSET MANAGEMENT INC

2.0M

$811.1M

Ownership

0.21%

+20.2%

SWEDBANK AB

1.7M

$719.7M

Ownership

0.19%

+55.9%

PRINCIPAL FINANCIAL GROUP INC

1.4M

$583.9M

Ownership

0.15%

+3.3%

ASSENAGON ASSET MANAGEMENT S.A.

1.3M

$542.8M

Ownership

0.14%

+121.7%

NINETY ONE UK LTD

1.1M

$458.6M

Ownership

0.12%

+1090.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 374 ETFs and mutual funds reporting

132 buying98 sellingNet: +34

132

144

Buying (132)

Unchanged (144)

Selling (98)

Bullish Signal

Funds accumulating in Q2 2026

374 ETFs and mutual funds reporting

132 buying vs 98 selling (balanced)

Top Fund Holders, UNH

Largest 3 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS FUNDS

194.1K

Weight

20.11%

Decreased

ADAMS DIVERSIFIED EQUITY FUND, INC.

71.5K

Weight

17.14%

Increased

PARNASSUS INCOME FUNDS

2.0K

Weight

0.22%

Increased

UnitedHealth Group Incorporated· UNH

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings135Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings135Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights