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
Atlanta Consulting Group Advisors, LLC––––Not filed
TownSquare Capital, LLC––––Not filed
Wilian Securities, LLC––––Not filed
Exeter Financial, LLC––––Not filed
Beacon Financial Group––––Not filed
Elyxium Wealth, LLC––––Not filed
Todd Asset Management LLC––––Not filed
American Money Management, LLC––––Not filed
Sun Financial Inc––––Not filed
Buckhead Capital Management LLC––––Not filed
StoneX Group Inc.––––Not filed
ORBA Wealth Advisors, L.L.C.––––Not filed
Baader Bank INC––––Not filed
Hardy Reed LLC––––Not filed
WealthPLAN Partners, LLC––––Not filed
Cambient Family Office, LLC––––Not filed
Smith, Moore & Co.––––Not filed
Zions Bancorporation, National Association––––Not filed
Advocate Investing Services LLC––––Not filed
Wellington Grp LLC––––Not filed
AAFMAA Wealth Management & Trust LLC––––Not filed
Evolution Wealth Advisors, LLC––––Not filed
PFW Advisors LLC––––Not filed
Tempo Wealth, LLC––––Not filed
LPWM LLC––––Not filed
Semus Wealth Partners LLC––––Not filed
Atlas Legacy Advisors, LLC––––Not filed
Wrapmanager Inc––––Not filed
Patriot Financial Group Insurance Agency, LLC––––Not filed
Verity & Verity, LLC––––Not filed
GW&K Investment Management, LLC––––Not filed
Alpha Family Trust––––Not filed
Centurion Wealth Management LLC––––Not filed
Atlantic Trust, LLC––––Not filed
Baldwin Investment Management, LLC––––Not filed
DV Trading LLC––––Not filed
Brand Asset Management Group, Inc.––––Not filed
Childress Capital Advisors, LLC––––Not filed
Uncommon Cents Investing LLC––––Not filed
FourThought Financial Partners, LLC––––Not filed
Rede Wealth, LLC––––Not filed
Barlow Wealth Partners, Inc.––––Not filed
First Bank & Trust––––Not filed
Granite Harbor Advisors, Inc.––––Not filed
Arcus Capital Partners, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Everpar Advisors LLC––––Not filed
Rossmore Private Capital––––Not filed
Onefund, LLC––––Not filed
Cypress Asset Management Inc––––Not filed
Lakeshore Capital Group, Inc.––––Not filed
Sims Investment Management, LLC––––Not filed
Tower Bridge Advisors––––Not filed
SC&H Financial Advisors, Inc.––––Not filed
Jackson Thornton Asset Management, LLC––––Not filed
Counterweight Ventures, LLC––––Not filed
Jacobs Equity LLC––––Not filed
LVM Capital Management Ltd––––Not filed
Charter Trust Co––––Not filed
Patron Partners Advisors, LLC––––Not filed
Sunflower Bank, N.A.––––Not filed
Florida Financial Advisors, LLC––––Not filed
Pictet Bank & Trust Ltd––––Not filed
Morris Retirement Advisors, LLC––––Not filed
Spinnaker Investment Group, LLC––––Not filed
Sompo Asset Management Co., Ltd.––––Not filed
Activest Wealth Management––––Not filed
Rothschild Capital Partners, LLC––––Not filed
Victory Financial Group, LLC––––Not filed
FNY Investment Advisers, LLC––––Not filed
Warren Street Wealth Advisors, LLC––––Not filed
Camelot Portfolios, LLC––––Not filed
Stableford Capital II LLC––––Not filed
Gamco Investors, Inc. Et Al––––Not filed
Atlas Capital Advisors LLC––––Not filed
S.A. Mason LLC––––Not filed
Root Financial Partners, LLC––––Not filed
Coign Capital Advisors LLC––––Not filed
Ironwood Investment Counsel, LLC––––Not filed
Elevation Wealth Management LLC––––Not filed
Element Pointe Advisors, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Cornerstone Wealth Advisors, Inc.––––Not filed
LMCG Investments, LLC––––Not filed
Sagewood Asset Management LP––––Not filed
Allegheny Financial Group LTD––––Not filed
Cravens & Co Advisors, LLC––––Not filed
KPP Advisory Services LLC––––Not filed
Emerald Advisors, LLC––––Not filed
QTR Family Wealth, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Quadcap Wealth Management, LLC––––Not filed
Essex Savings Bank––––Not filed
SevenBridge Financial Group, LLC––––Not filed
DF Dent & Co Inc––––Not filed
Welch & Forbes LLC––––Not filed
Sovereign Financial Group, Inc.––––Not filed
Richmond Brothers, Inc.––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Journey Advisory Group, LLC––––Not filed