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
Keel Point, LLC––––Not filed
Pacific Point Advisors, LLC––––Not filed
Clarendon Private LLC––––Not filed
Delta Financial Advisors LLC––––Not filed
Coastwise Capital Group, LLC––––Not filed
VisionPoint Advisory Group, LLC––––Not filed
Huntleigh Advisors, Inc.––––Not filed
Connors Investor Services Inc––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Marathon Trading Investment Management LLC––––Not filed
One Capital Management, LLC––––Not filed
Andrews Advisory Associates, LLC––––Not filed
BKD Wealth Advisors, LLC––––Not filed
Legato Capital Management LLC––––Not filed
SCS Capital Management LLC––––Not filed
Signature Estate & Investment Advisors LLC––––Not filed
Earnest Partners LLC––––Not filed
Archford Capital Strategies, LLC––––Not filed
Trust Investment Advisors––––Not filed
Mitsubishi UFJ Asset Management (UK) Ltd.––––Not filed
Churchill Financial Advisors, LLC––––Not filed
KLCM Advisors, Inc.––––Not filed
United Advisor Group, LLC––––Not filed
Calton & Associates, Inc.––––Not filed
Quent Capital, LLC––––Not filed
Athena Wealth Management, LLC––––Not filed
LVW Advisors, LLC––––Not filed
Trust Point Inc.––––Not filed
Key Financial Inc––––Not filed
Thompson Siegel & Walmsley LLC––––Not filed
Ingalls & Snyder LLC––––Not filed
E&G Advisors, LP––––Not filed
Tolleson Wealth Management, Inc.––––Not filed
Range Advisory, LLC––––Not filed
Fortress Private Ledger, LLC––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Genesee Capital Advisors, LLC––––Not filed
Foster & Motley Inc––––Not filed
Prentice Wealth Management LLC––––Not filed
FSM Wealth Advisors, LLC––––Not filed
Wealth Intelligence, LLC––––Not filed
Picton Mahoney Asset Management––––Not filed
Sentinus, LLC––––Not filed
Stonebrook Private Inc.––––Not filed
Vectors Research Management, LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Inspire Advisors, LLC––––Not filed
Abel Hall, LLC––––Not filed
Wiregrass Investment Management LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
James J. Burns & Company, LLC––––Not filed
Hudock, Inc.––––Not filed
Wellington Shields & Co., LLC––––Not filed
Paladin Wealth, LLC––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Vima LLC––––Not filed
Nicholas Hoffman & Company, LLC.––––Not filed
Persium Advisors, LLC––––Not filed
Income Insurance Ltd––––Not filed
Chilton Capital Management LLC––––Not filed
Monte Financial Group, LLC––––Not filed
TCM Advisors, LLC––––Not filed
Burford Brothers, Inc.––––Not filed
Heritage Family Offices, LLP––––Not filed
Pacific Excel Wealth Advisors, Inc.––––Not filed
McAdam, LLC––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
Emprise Bank––––Not filed
Stoneridge Investment Partners LLC––––Not filed
Laraway Financial Inc––––Not filed
Financial Sense Advisors, Inc.––––Not filed
Iams Wealth Management, LLC––––Not filed
GeoWealth Management, LLC––––Not filed
National Wealth Management Group, LLC––––Not filed
Stokes Capital Advisors, LLC––––Not filed
Cullen Investment Group, Ltd.––––Not filed
Castle Wealth Management LLC––––Not filed
Retirement Planning Group––––Not filed
Richards, Merrill & Peterson, Inc.––––Not filed
Perennial Investment Advisors, LLC––––Not filed
Acorns Advisers, LLC––––Not filed
Nations Financial Group Inc,––––Not filed
Bank of Hawaii––––Not filed
Strategic Financial Services, Inc,––––Not filed
Prosperity Financial Group, Inc.––––Not filed
LRI Investments, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
MBL Wealth, LLC––––Not filed
Winthrop Capital Management, LLC––––Not filed
Dean Investment Associates, LLC––––Not filed
Keudell/Morrison Wealth Management––––Not filed
New Republic Capital, LLC––––Not filed
World Equity Group, Inc.––––Not filed
Legend Capital Advisors LLC––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed
Cromwell Holdings LLC––––Not filed
Hamilton Capital, LLC––––Not filed
Boreal Capital Management LLC––––Not filed
Colonial River Wealth Management, LLC––––Not filed
Sunpointe, LLC––––Not filed