Skip to main content

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
31
+1 vs. Q2 2026
Shares held
202.5K
+1.60K (+0.8%) vs. Q2 2026
Total value
$74.3M
−$9.18M (−11.0%) vs. Q2 2026
New holders
3
8 more added
Sold out
2
14 more reduced

3,365 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
Legacy Financial Advisors, Inc.––––Not filed
Paradigm Asset Management Co LLC––––Not filed
Smithfield Trust Co––––Not filed
Waddell & Associates, LLC––––Not filed
SlateStone Wealth, LLC––––Not filed
Atom Investors LP––––Not filed
Bull Harbor Capital LLC––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Alta Advisers Ltd––––Not filed
Promethium Advisors,llc––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
Gables Capital Management Inc.––––Not filed
Revolve Wealth Partners, LLC––––Not filed
Morningstar Investment Management LLC––––Not filed
Heartland Bank & Trust Co––––Not filed
Westside Investment Management, Inc.––––Not filed
American State Bank (Iowa)––––Not filed
Smithbridge Asset Management Inc––––Not filed
X-Square Capital, LLC––––Not filed
Mendel Money Management––––Not filed
Townsend & Associates, Inc––––Not filed
Oak Asset Management, LLC––––Not filed
Ellenbecker Investment Group––––Not filed
1776 Wealth LLC––––Not filed
Mather Group, LLC.––––Not filed
Howe & Rusling Inc––––Not filed
Aprio Wealth Management, LLC––––Not filed
RiverFront Investment Group, LLC––––Not filed
Cornerstone Wealth Group, LLC––––Not filed
Revisor Wealth Management LLC––––Not filed
Dempze Nancy E––––Not filed
LS Investment Advisors, LLC––––Not filed
Generation Capital Management LLC––––Not filed
Fischer Financial Services, Inc.––––Not filed
Nilsine Partners, LLC––––Not filed
Sovran Advisors, LLC––––Not filed
Red Cedar Investment Management, LLC––––Not filed
Capital & Planning, LLC––––Not filed
Gordian Capital Singapore Pte Ltd––––Not filed
NBC Securities, Inc.––––Not filed
US Asset Management LLC––––Not filed
Ellevest, Inc.––––Not filed
Intellectus Partners, LLC––––Not filed
Bernicke Wealth Management, Ltd.––––Not filed
Bearing Point Capital, LLC––––Not filed
IFG Advisory, LLC––––Not filed
Compagnie Lombard Odier SCmA––––Not filed
Cassia Capital Partners, LLC––––Not filed
Defined Wealth Management, LLC––––Not filed
Hartford Funds Management Co LLC––––Not filed
Pictet North America Advisors SA––––Not filed
Empirical Asset Management, LLC––––Not filed
TLWM––––Not filed
Armis Advisers, LLC––––Not filed
3Chopt Investment Partners, LLC––––Not filed
Evansbrook LLC––––Not filed
Aspiriant, LLC––––Not filed
Westfield Capital Management Co LP––––Not filed
Ascent Wealth Partners, LLC––––Not filed
Chesapeake Asset Management LLC––––Not filed
Arbor Capital Management Inc––––Not filed
Requisite Capital Management, LLC––––Not filed
St. Johns Investment Management Company, LLC––––Not filed
Avaii Wealth Management, LLC––––Not filed
Greenspring Advisors, LLC––––Not filed
MCF Advisors LLC––––Not filed
Plimoth Trust Co LLC––––Not filed
CSU Producer Resources, Inc.––––Not filed
Clare Market Investments LLC––––Not filed
BlueStem Wealth Partners, LLC––––Not filed
Parsons Capital Management Inc––––Not filed
Mark Sheptoff Financial Planning, LLC––––Not filed
South State Corp.––––Not filed
V-Square Quantitative Management LLC––––Not filed
Cache Advisors, LLC––––Not filed
Harel Insurance Investments & Financial Services Ltd.––––Not filed
Founders Financial Alliance, LLC––––Not filed
Davis R M Inc––––Not filed
Lodestone Wealth Management LLC––––Not filed
Finivi Inc.––––Not filed
Riverwater Partners LLC––––Not filed
Aviso Wealth Management––––Not filed
Donaldson Capital Management, LLC––––Not filed
Marble Wealth, LLC––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Burnham & Co LLC––––Not filed
BDF-Gestion––––Not filed
Contravisory Investment Management, Inc.––––Not filed
Roberts Glore & Co Inc––––Not filed
Harbour Investment Management LLC––––Not filed
Everett Harris & Co––––Not filed
TRB Wealth Management, LLC––––Not filed
Jefferson Bridge Capital, LLC––––Not filed
Zhang Financial LLC––––Not filed
EdgeRock Capital LLC––––Not filed
Wellspring Financial Advisors, LLC––––Not filed
111 Capital––––Not filed
Hudson Valley Investment Advisors Inc––––Not filed
Hound Partners, LLC––––Not filed
West Family Investments, Inc.––––Not filed