# UNITEDHEALTH GROUP INC (UNH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UNH/

- Reporting holders: 162
- Reported value: $456.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $69.6M | 189,516 | 0.6% | 2 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $46.9M | 127,787 | 0.7% | 32 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $25.8M | 70,325 | 1.1% | 16 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $24.9M | 67,715 | 0.3% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $21.8M | 59,277 | 1.6% | 24 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $18.3M | 49,862 | 2.7% | 19 |
| [Violich Capital Management, Inc.](https://holderbook.com/funds/1326766-violich-capital-management-inc/) | $13.3M | 36,134 | 1.4% | 31 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $11.0M | 29,917 | 1.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $10.9M | 29,681 | 0.4% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.6M | 28,807 | 0.1% | 16 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $10.3M | 28,030 | 1.2% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $8.1M | 22,118 | 0.1% | 32 |
| [NORTH POINT PORTFOLIO MANAGERS CORP/OH](https://holderbook.com/funds/1105344-north-point-portfolio-managers-corp-oh/) | $7.8M | 21,327 | 1.3% | 30 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $7.5M | 20,426 | 0.7% | 16 |
| [HWG Holdings LP](https://holderbook.com/funds/1599390-hwg-holdings-lp/) | $6.2M | 16,839 | 1.4% | 2 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $6.2M | 16,783 | 0.4% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.9M | 16,019 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $5.4M | 14,613 | 0.1% | 20 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $5.3M | 14,474 | 1.2% | 20 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $5.1M | 13,956 | 0.5% | 11 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $4.4M | 11,929 | 0.2% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $4.2M | 11,412 | 0.3% | 32 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $4.1M | 11,096 | 1.5% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $3.9M | 10,577 | 0.2% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $3.8M | 10,223 | 0.4% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 162 | $456.2M |
| Q2 2026 | 3,411 | $397.0B |
| Q1 2026 | 3,046 | $235.8B |
| Q4 2025 | 3,317 | $289.7B |
| Q3 2025 | 3,190 | $306.8B |
| Q2 2025 | 3,202 | $271.5B |
| Q1 2025 | 3,625 | $435.8B |
| Q4 2024 | 3,691 | $421.7B |
| Q3 2024 | 3,486 | $500.0B |
| Q2 2024 | 3,405 | $433.1B |
| Q1 2024 | 3,386 | $438.4B |
| Q4 2023 | 3,431 | $459.1B |