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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
Paragon Capital Management LLC––––Not filed
Kassira Wealth Management LLC––––Not filed
Tyche Wealth Partners LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Stenger Family Office, LLC––––Not filed
Kerrisdale Advisers, LLC––––Not filed
Precedent Wealth Partners, LLC––––Not filed
American National Bank––––Not filed
Gen-Wealth Partners Inc––––Not filed
Bank of Nova Scotia Trust Co––––Not filed
CWA Asset Management Group, LLC––––Not filed
Moore Capital Management, LP––––Not filed
Resolute Capital Asset Partners LLC––––Not filed
CVFG LLC––––Not filed
Sound View Wealth Advisors Group, LLC––––Not filed
Sheets Smith Wealth Management––––Not filed
Peterson Wealth Services––––Not filed
Independent Solutions Wealth Management, LLC––––Not filed
Stablepoint Partners, LLC––––Not filed
Naviter Wealth, LLC––––Not filed
Vista Investment Management––––Not filed
Archer Investment Corp––––Not filed
Courier Capital LLC––––Not filed
Wealth Effects LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Coastal Investment Advisors, Inc.––––Not filed
Boston Family Office LLC––––Not filed
GLOBALT Investments LLC––––Not filed
SilverOak Wealth Management LLC––––Not filed
Fagan Associates, Inc.––––Not filed
Scott & Selber, Inc.––––Not filed
Triad Wealth Partners, LLC––––Not filed
Gateway Wealth Partners, LLC––––Not filed
MBM Wealth Consultants, LLC––––Not filed
Cetera Trust Company, N.A––––Not filed
Tranquility Partners, LLC––––Not filed
Cahill Financial Advisors Inc––––Not filed
Apella Capital, LLC––––Not filed
Proficio Capital Partners LLC––––Not filed
BNC Wealth Management, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
HM Payson & Co––––Not filed
Somerville Kurt F––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Anb Bank––––Not filed
Whalen Wealth Management Inc.––––Not filed
OneAscent Financial Services LLC––––Not filed
Safeguard Investment Advisory Group, LLC––––Not filed
Rydar Equities, Inc.––––Not filed
Richard W. Paul & Associates, LLC––––Not filed
Dover Advisors, LLC––––Not filed
Optas, LLC––––Not filed
Tealwood Asset Management Inc––––Not filed
Shufro Rose & Co LLC––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
ZWJ Investment Counsel Inc––––Not filed
Argentarii, LLC––––Not filed
Stevens Capital Management LP––––Not filed
Cladis Investment Advisory, LLC––––Not filed
Cox Capital Mgt LLC––––Not filed
Mayflower Financial Advisors, LLC––––Not filed
RiverPark Advisors, LLC––––Not filed
Green Harvest Asset Management LLC––––Not filed
Triangle Securities Wealth Management––––Not filed
Flputnam Investment Management Co––––Not filed
Radnor Capital Management, LLC––––Not filed
Knollwood Investment Advisory, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Adell Harriman & Carpenter Inc––––Not filed
Guardian Wealth Advisors, LLC––––Not filed
JNBA Financial Advisors––––Not filed
Sentinel Trust Co Lba––––Not filed
Walser Wealth Management Company, A Ltd Liability Co––––Not filed
Sweeney & Michel, LLC––––Not filed
Narwhal Capital Management––––Not filed
Oarsman Capital, Inc.––––Not filed
Wealth Alliance––––Not filed
Floyd Financial Group LLC––––Not filed
Cooper Financial Group––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Lincoln Capital Corp––––Not filed
Frisch Financial Group, Inc.––––Not filed
Mechanics Bank Trust Department––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
Heartwood Wealth Advisors LLC––––Not filed
Aspen Grove Capital, LLC––––Not filed
Thompson David Blair––––Not filed
Neo Ivy Capital Management––––Not filed
Consilium Wealth Advisory, LLC––––Not filed
Norden Group LLC––––Not filed
LaSalle St. Investment Advisors, LLC––––Not filed
Birch Capital Management, LLC––––Not filed
Balentine LLC––––Not filed
Zuckerman Investment Group, LLC––––Not filed
Chancellor Financial Group WB LP––––Not filed
Fulcrum Asset Management LLP––––Not filed
Private Wealth Asset Management, LLC––––Not filed
George Kaiser Family Foundation––––Not filed
Waterloo Capital, L.P.––––Not filed