UNITEDHEALTH GROUP INC (UNH)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
162
Reporting holders
$456.2M
Reported value
0.0%
Calls
0.0%
Puts
-3,249
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $69.6M | 189,516 | 0.61% | 2q | -10.9%-$8.5M |
| Gradient Investments LLC | $46.9M | 127,787 | 0.67% | 32q | -8.6%-$4.4M |
| Quintet Private Bank (Europe) S.A. | $25.8M | 70,325 | 1.13% | 16q | +40.9%+$7.5M |
| Douglas Lane & Associates, LLC | $24.9M | 67,715 | 0.33% | 32q | -9.3%-$2.6M |
| CapWealth Advisors, LLC | $21.8M | 59,277 | 1.64% | 24q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $18.3M | 49,862 | 2.72% | 19q | +0.8%+$144.3K |
| Violich Capital Management, Inc. | $13.3M | 36,134 | 1.43% | 31q | +15.6%+$1.8M |
| TOTH FINANCIAL ADVISORY CORP | $11.0M | 29,917 | 1.10% | 32q | +14.3%+$1.4M |
| GAMMA Investing LLC | $10.9M | 29,681 | 0.37% | 12q | -1.1%-$121.1K |
| Farther Finance Advisors, LLC | $10.6M | 28,807 | 0.07% | 16q | +23.9%+$2.0M |
| Mirador Capital Partners LP | $10.3M | 28,030 | 1.20% | 32q | +5.8%+$560.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $8.1M | 22,118 | 0.10% | 32q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $7.8M | 21,327 | 1.32% | 30q | -3.3%-$268.3K |
| Great Waters Wealth Management | $7.5M | 20,426 | 0.67% | 16q | -0.9%-$71.2K |
| HWG Holdings LP | $6.2M | 16,839 | 1.43% | 2q | +20.7%+$1.1M |
| VALLEY WEALTH MANAGERS, INC. | $6.2M | 16,783 | 0.35% | 3q | -0.5%-$31.2K |
| Valeo Financial Advisors, LLC | $5.9M | 16,019 | 0.12% | 32q | -0.6%-$33.4K |
| Wedmont Private Capital | $5.4M | 14,613 | 0.13% | 20q | +11.0%+$536.7K |
| TILIA FIDUCIARY PARTNERS, INC. | $5.3M | 14,474 | 1.22% | 20q | +106.2%+$2.7M |
| Central Pacific Bank - Trust Division | $5.1M | 13,956 | 0.54% | 11q | -7.6%-$419.2K |
| Legacy Private Trust Co. | $4.4M | 11,929 | 0.24% | 32q | +1.8%+$76.7K |
| YHB Investment Advisors, Inc. | $4.2M | 11,412 | 0.26% | 32q | -2.0%-$84.4K |
| Bell Asset Management Ltd | $4.1M | 11,096 | 1.47% | 32q | -2.3%-$96.9K |
| Acropolis Investment Management, LLC | $3.9M | 10,577 | 0.16% | 32q | -51.6%-$4.1M |
| Coastline Trust Co | $3.8M | 10,223 | 0.35% | 32q | -6.8%-$272.4K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $3.5M | 9,669 | 0.13% | 26q | -3.9%-$143.2K |
| ECLECTIC ASSOCIATES INC /ADV | $3.5M | 9,482 | 0.39% | 20q | -3.0%-$107.9K |
| Castleview Partners, LLC | $3.4M | 9,191 | 1.48% | 21q | +3.4%+$111.2K |
| Venture Visionary Partners LLC | $3.3M | 8,927 | 0.09% | 28q | -3.5%-$120.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $3.0M | 8,286 | 0.20% | 15q | HELD |
| Avidian Wealth Enterprises, LLC | $3.0M | 8,126 | 0.08% | 26q | HELD |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $2.9M | 7,996 | 1.52% | 12q | HELD |
| EASTERN BANK | $2.8M | 7,559 | 0.04% | 32q | -1.4%-$38.2K |
| CENTRAL BANK & TRUST CO | $2.7M | 7,281 | 0.38% | 32q | -3.1%-$85.5K |
| Everhart Financial Group, Inc. | $2.5M | 6,869 | 0.16% | 22q | +2.0%+$50.3K |
| Applied Capital LLC/FL | $2.4M | 6,522 | 0.95% | 16q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.3M | 6,387 | 0.19% | 32q | -2.4%-$57.6K |
| Greenfield Savings Bank | $2.3M | 6,377 | 0.89% | 18q | HELD |
| Galvin, Gaustad & Stein, LLC | $2.1M | 5,601 | 0.15% | 24q | -0.6%-$11.4K |
| Brown Shipley& Co Ltd | $2.0M | 5,544 | 0.98% | 15q | +1.1%+$21.7K |
| Apella Capital, LLC | $2.0M | 5,356 | 0.03% | 19q | +16.0%+$277.8K |
| DIVERSIFIED MANAGEMENT INC | $1.8M | 5,024 | 0.32% | new | NEW |
| Whalen Wealth Management Inc. | $1.7M | 4,755 | 0.74% | 12q | +1.4%+$24.2K |
| Cooper Financial Group | $1.7M | 4,706 | 0.14% | 19q | +5.5%+$90.7K |
| Cox Capital Mgt LLC | $1.7M | 4,605 | 0.95% | 32q | HELD |
| ANB BANK | $1.7M | 4,579 | 0.60% | 8q | -2.6%-$45.2K |
| AMERICAN NATIONAL BANK & TRUST | $1.7M | 4,495 | 0.15% | 32q | -11.7%-$218.0K |
| MassMutual Private Wealth & Trust, FSB | $1.6M | 4,486 | 0.04% | 32q | -8.5%-$152.3K |
| Heartwood Wealth Advisors LLC | $1.6M | 4,471 | 0.13% | 5q | +1.5%+$23.5K |
| STABLEFORD CAPITAL II LLC | $1.6M | 4,374 | 0.56% | 14q | +83.2%+$729.0K |
| EPIQ PARTNERS, LLC | $1.6M | 4,227 | 0.67% | 21q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.5M | 3,994 | 1.04% | 4q | -1.2%-$17.3K |
| Strong Retirement Solutions LLC | $1.4M | 3,772 | 0.78% | 4q | -7.1%-$105.7K |
| Wealth Enhancement Trust Services, Inc. | $1.4M | 3,741 | 0.15% | 4q | +15.3%+$182.4K |
| Versant Capital Management, Inc | $1.3M | 3,677 | 0.12% | 32q | +3.1%+$41.1K |
| Grove Bank & Trust | $1.3M | 3,654 | 0.13% | 32q | -8.0%-$116.4K |
| CoreCap Advisors, LLC | $1.3M | 3,614 | 0.04% | 19q | +34.3%+$338.9K |
| AVAII WEALTH MANAGEMENT, LLC | $1.2M | 3,231 | 0.35% | 20q | -3.1%-$38.7K |
| Athena Wealth Management, LLC | $1.2M | 3,261 | 0.86% | 4q | +9.9%+$107.5K |
| TLWM | $1.2M | 3,229 | 0.19% | 30q | -5.2%-$65.0K |
| CONGRESS ASSET MANAGEMENT CO | $1.2M | 3,173 | 0.01% | 32q | +373.6%+$918.8K |
| MRA Advisory Group | $1.1M | 3,122 | 0.43% | 24q | +29.0%+$257.3K |
| Stokes Capital Advisors, LLC | $1.1M | 2,882 | 0.23% | 32q | +5.3%+$52.9K |
| Balefire, LLC | $1.0M | 2,837 | 0.16% | 18q | -7.2%-$81.1K |
| Emprise Bank | $998.8K | 2,721 | 0.38% | 11q | -1.8%-$18.0K |
| Persium Advisors, LLC | $988.2K | 2,692 | 0.52% | 8q | -52.1%-$1.1M |
| Dorato Capital Management | $985.4K | 2,621 | 0.66% | 4q | +33.5%+$247.0K |
| ROCKLAND TRUST CO | $984.9K | 2,683 | 0.04% | 32q | +3.6%+$34.5K |
| PFW Advisors LLC | $953.3K | 2,597 | 0.28% | 14q | +0.7%+$6.2K |
| Hamilton Capital, LLC | $947.3K | 2,581 | 0.05% | 4q | -3.3%-$32.7K |
| ALKEME WEALTH, LLC | $858.1K | 2,338 | 0.32% | 20q | -11.7%-$113.4K |
| Breakwater Capital Group | $818.2K | 2,229 | 0.10% | 16q | +14.6%+$104.3K |
| Vann Equity Management LLC | $795.1K | 2,166 | 0.47% | new | NEW |
| CYPRESS ASSET MANAGEMENT INC/TX | $789.6K | 2,151 | 0.16% | 32q | -12.5%-$113.1K |
| DOLIVER ADVISORS, LP | $788.9K | 2,149 | 0.17% | 6q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $781.1K | 2,128 | 0.16% | 25q | +157.9%+$478.3K |
| Graves Light Lenhart Wealth, Inc. | $748.8K | 2,040 | 0.07% | 32q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $718.1K | 1,956 | 0.04% | 16q | HELD |
| Wisconsin Wealth Advisors, LLC | $712.8K | 1,942 | 0.60% | 8q | HELD |
| PARK NATIONAL CORP /OH/ | $679.8K | 1,852 | 0.02% | 32q | +10.5%+$64.6K |
| STEPH & CO | $677.6K | 1,846 | 0.17% | 28q | +14.5%+$85.9K |
| TOMPKINS FINANCIAL CORP | $658.2K | 1,793 | 0.05% | 31q | HELD |
| Bill Few Associates, Inc. | $650.2K | 1,771 | 0.13% | 20q | +122.8%+$358.3K |
| RIVERSEDGE ADVISORS, LLC | $649.2K | 1,769 | 0.08% | 5q | +1.3%+$8.4K |
| Weaver Consulting Group | $640.0K | 1,744 | 0.12% | 20q | +3.0%+$18.7K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $620.4K | 1,690 | 0.05% | 20q | HELD |
| SAPIENT CAPITAL LLC | $598.0K | 1,629 | 0.01% | 12q | -52.2%-$653.0K |
| Ridgewood Investments LLC | $588.8K | 1,604 | 0.22% | 9q | -42.7%-$438.7K |
| Dickmeyer Boyce Financial Management, Inc. | $557.6K | 1,519 | 0.29% | 3q | -1.9%-$10.6K |
| Worth Asset Management, LLC | $549.2K | 1,496 | 0.16% | 19q | -1.9%-$10.6K |
| FELL CAPITAL MANAGEMENT /ADV | $535.2K | 1,458 | 0.46% | 4q | HELD |
| Midwest Financial Partners Investments, Inc. | $533.0K | 1,452 | 0.20% | 4q | HELD |
| Rosenberg Matthew Hamilton | $530.8K | 1,446 | 0.10% | 27q | +5.2%+$26.4K |
| Apeiron RIA LLC | $527.3K | 1,444 | 0.12% | 20q | +25.8%+$108.1K |
| Buska Wealth Management, LLC | $518.3K | 1,412 | 0.18% | 11q | -4.5%-$24.2K |
| Wealth Group Ltd | $515.8K | 1,387 | 0.10% | 12q | HELD |
| General Partner, Inc. | $512.4K | 1,396 | 0.27% | 16q | HELD |
| Olistico Wealth, LLC | $502.5K | 1,369 | 0.21% | 16q | HELD |
| Wealth Science Advisors LLC | $495.2K | 1,349 | 0.21% | 4q | -31.1%-$223.2K |
| New Covenant Trust Company, N.A. | $490.1K | 1,335 | 0.34% | 11q | +13.5%+$58.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-21 | Conway Patrick Hugh | Chief Executive Officer, Optum | Sold | 1,169 | $455.9K |
| 2026-04-23 | Conway Patrick Hugh | Chief Executive Officer, Optum | Sold | 800 | $284.0K |
| 2026-08-05 | Conway Patrick Hugh | Chief Executive Officer, Optum | Sold | 500 | $205.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 162 | $456.2M | 1,242,166 | 7 | 52 | 63 | 0.0% |
| Q2 2026 | 3,411 | $397.0B | 859,167,008 | 494 | 1,241 | 1,187 | 10.4% |
| Q1 2026 | 3,046 | $235.8B | 757,441,683 | 151 | 1,138 | 1,331 | 12.9% |
| Q4 2025 | 3,317 | $289.7B | 760,702,055 | 177 | 1,028 | 1,444 | 13.3% |
| Q3 2025 | 3,190 | $306.8B | 754,680,845 | 309 | 1,233 | 1,283 | 15.1% |
| Q2 2025 | 3,202 | $271.5B | 781,334,468 | 259 | 1,243 | 1,385 | 10.1% |
| Q1 2025 | 3,625 | $435.8B | 811,177,310 | 172 | 1,277 | 1,579 | 2.5% |
| Q4 2024 | 3,691 | $421.7B | 811,727,588 | 137 | 1,248 | 1,370 | 2.6% |
| Q3 2024 | 3,486 | $500.0B | 843,421,624 | 191 | 1,252 | 1,299 | 1.9% |
| Q2 2024 | 3,405 | $433.1B | 835,393,216 | 159 | 1,393 | 1,230 | 1.8% |
| Q1 2024 | 3,386 | $438.4B | 870,698,719 | 129 | 1,404 | 1,204 | 1.8% |
| Q4 2023 | 3,431 | $459.1B | 854,548,329 | 157 | 1,286 | 1,106 | 2.0% |
| Q3 2023 | 3,157 | $432.4B | 840,146,956 | 138 | 1,290 | 979 | 2.0% |
| Q2 2023 | 3,147 | $398.2B | 810,389,691 | 128 | 1,311 | 1,069 | 2.1% |
| Q1 2023 | 3,114 | $413.3B | 865,607,628 | 118 | 1,273 | 1,148 | 1.7% |
| Q4 2022 | 3,165 | $446.4B | 825,363,751 | 131 | 1,140 | 1,108 | 2.0% |
| Q3 2022 | 3,004 | $427.7B | 831,287,317 | 119 | 1,086 | 1,097 | 1.8% |
| Q2 2022 | 2,976 | $428.6B | 822,382,254 | 128 | 1,091 | 1,115 | 1.4% |
| Q1 2022 | 2,972 | $469.2B | 909,705,011 | 150 | 1,132 | 1,040 | 1.1% |
| Q4 2021 | 2,917 | $424.8B | 828,731,169 | 198 | 1,035 | 854 | 2.1% |
| Q3 2021 | 2,576 | $369.9B | 932,885,170 | 89 | 1,109 | 745 | 1.5% |
| Q2 2021 | 2,600 | $379.3B | 935,786,315 | 150 | 1,039 | 840 | 1.2% |
| Q1 2021 | 2,518 | $311.6B | 827,617,769 | 135 | 1,039 | 817 | 1.2% |
| Q4 2020 | 2,481 | $300.9B | 833,962,110 | 152 | 947 | 746 | 1.9% |
| Q3 2020 | 2,249 | $263.4B | 830,993,312 | 116 | 886 | 772 | 1.7% |
| Q2 2020 | 2,225 | $251.0B | 837,236,228 | 177 | 864 | 777 | 1.7% |
| Q1 2020 | 2,132 | $212.4B | 837,064,171 | 136 | 833 | 843 | 1.7% |
| Q4 2019 | 2,178 | $255.2B | 849,570,280 | 159 | 693 | 745 | 2.0% |
| Q3 2019 | 1,944 | $182.8B | 823,554,176 | 90 | 837 | 641 | 2.0% |
| Q2 2019 | 1,973 | $207.6B | 827,185,933 | 135 | 838 | 667 | 2.5% |
| Q1 2019 | 1,955 | $206.7B | 826,406,548 | 121 | 801 | 680 | 1.2% |
| Q4 2018 | 1,927 | $214.2B | 847,674,792 | 10 | 36 | 29 | 1.5% |