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UnitedHealth Group Inc

UNH
Exchange
NYSE
Industry
Hospital & Medical Service Plans
SEC CIK
0000731766

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.

13F holders, Q3 2026

Institutional positions in UnitedHealth Group Inc as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
13
0 vs. Q2 2026
Shares held
48.5K
−1.81K (−3.6%) vs. Q2 2026
Total value
$17.8M
−$3.12M (−14.9%) vs. Q2 2026
New holders
2
3 more added
Sold out
2
6 more reduced

3,382 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,965 institutionsQ2 2022: 2,964 institutionsQ3 2022: 2,998 institutionsQ4 2022: 3,159 institutionsQ1 2023: 3,114 institutionsQ2 2023: 3,136 institutionsQ3 2023: 3,144 institutionsQ4 2023: 3,421 institutionsQ1 2024: 3,384 institutionsQ2 2024: 3,406 institutionsQ3 2024: 3,476 institutionsQ4 2024: 3,684 institutionsQ1 2025: 3,613 institutionsQ2 2025: 3,185 institutionsQ3 2025: 3,168 institutionsQ4 2025: 3,311 institutionsQ1 2026: 3,054 institutionsQ2 2026: 3,395 institutions
Value held
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,054$202.4B
Q4 20253,311$248.2B
Q3 20253,168$253.5B
Q2 20253,185$241.1B
Q1 20253,613$424.3B
Q4 20243,684$409.5B
Q3 20243,476$474.6B
Q2 20243,406$411.9B
Q1 20243,384$398.9B
Q4 20233,421$428.0B
Q3 20233,144$407.5B
Q2 20233,136$388.4B
Q1 20233,114$383.6B
Q4 20223,159$434.2B
Q3 20222,998$413.5B
Q2 20222,964$422.0B
Q1 20222,965$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2026.

Institutions holding UNH in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Trust Co of Long Beach––––Not filed
TB Alternative Assets Ltd.––––Not filed
Ballentine Partners, LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Fiduciary Alliance LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
LSV Asset Management––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Rothschild Investment LLC––––Not filed
Trillium Asset Management, LLC––––Not filed
Lester Murray Antman dba SimplyRich––––Not filed
Equitable Trust Co––––Not filed
Johnson Financial Group, Inc.––––Not filed
AIMZ Investment Advisors, LLC––––Not filed
Busey Wealth Management––––Not filed
Central Pacific Bank - Trust Division––––Not filed
EFG International AG––––Not filed
Sienna Gestion––––Not filed
Beverly Hills Private Wealth, LLC––––Not filed
AMG National Trust Bank––––Not filed
Schmidt P J Investment Management Inc––––Not filed
Lee Johnson Capital Management, LLC––––Not filed
Kingstone Capital Partners Texas, LLC––––Not filed
Generali Investments CEE, investicni spolecnost, a.s.––––Not filed
Lockheed Martin Investment Management Co––––Not filed
Harbor Investment Advisory, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Mubadala Investment Co PJSC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Bell & Brown Wealth Advisors, LLC––––Not filed
Science & Technology Partners, L.P.––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Caxton Associates LLP––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Portfolio Design Labs, LLC––––Not filed
Convergence Investment Partners, LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Schwarz Dygos Wheeler Investment Advisors LLC––––Not filed
Profund Advisors LLC––––Not filed
Clear Harbor Asset Management, LLC––––Not filed
Axecap Investments, LLC––––Not filed
HWG Holdings LP––––Not filed
MASTERINVEST Kapitalanlage GmbH––––Not filed
Vanguard National Trust Co––––Not filed
DLK Investment Management, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Simon Quick Advisors, LLC––––Not filed
Donoghue Forlines LLC––––Not filed
Allen Operations LLC––––Not filed
Williams Jones Wealth Management, LLC.––––Not filed
Atomi Financial Group, Inc.––––Not filed
Meridian Wealth Management, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
Winmill & Co. Inc––––Not filed
Inspire Trust Co, N.A.––––Not filed
PKO Investment Management Joint-Stock Co––––Not filed
SBI Securities Co., Ltd.––––Not filed
Wedmont Private Capital––––Not filed
ABN AMRO Bank N.V.––––Not filed
Griffith & Werner, Inc.––––Not filed
Sectoral Asset Management Inc––––Not filed
Cidel Asset Management Inc––––Not filed
Tradewinds, LLC.––––Not filed
Scissortail Wealth Management, LLC––––Not filed
Prescott Group Capital Management, L.L.C.––––Not filed
Linscomb & Williams, Inc.––––Not filed
TritonPoint Partners, LLC––––Not filed
Hancock Whitney Corp––––Not filed
Roundview Capital LLC––––Not filed
Kentucky Farm Bureau Mutual Insurance Co––––Not filed
Logan Capital Management Inc––––Not filed
NBT Bank N A––––Not filed
Mattson Financial Services, LLC––––Not filed
Sky Investment Group LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Sigma Planning Corp––––Not filed
Beech Hill Advisors, Inc.––––Not filed
LexAurum Advisors, LLC––––Not filed
Naples Global Advisors, LLC––––Not filed
Morton Community Bank––––Not filed
Parr McKnight Wealth Management Group, LLC––––Not filed
Eagle Rock Investment Company, LLC––––Not filed
RMB Capital Management, LLC––––Not filed
Collar Capital Management, LLC––––Not filed
Leeward Financial Partners, LLC––––Not filed
Sepio Capital, LP––––Not filed
Jasper Ridge Partners, L.P.––––Not filed
Savvy Advisors, Inc.––––Not filed
Liberty Capital Management, Inc.––––Not filed
Matauro, LLC––––Not filed
ZEGA Investments, LLC––––Not filed
Guardian Partners Inc.––––Not filed
Perkins Coie Trust Co––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
Maia Wealth LLC––––Not filed
Financial Advisory Service, Inc.––––Not filed
Trilogy Capital Inc.––––Not filed
National Asset Management, Inc.––––Not filed
TD Private Client Wealth LLC––––Not filed