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Who Owns UnitedHealth Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in UnitedHealth Group Inc.

Who crossed 5% of UNH →
Managers holding
156
as of 2026-09-30
Reported value
$625.1M
summed across filings
Shares held
1.7M
Added vs trimmed
58 / 69
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM268.3K shadded$98.5M
Border to Coast Pensions Partnership LtdCommon Stock197.9K shadded$72.5M
Artemis Investment Management LLPCOM189.5K shtrimmed$69.6M
Gradient Investments LLCCOM127.8K shtrimmed$46.9M
Quintet Private Bank (Europe) S.A.COM70.3K shadded$25.8M
Douglas Lane & Associates, LLCCOMMON67.7K shtrimmed$24.9M
CapWealth Advisors, LLCStock59.3K shtrimmed$21.8M
Allen Mooney & Barnes Investment Advisors LLCStock49.9K shadded$18.3M
Violich Capital Management, Inc.COM36.1K shadded$13.3M
TOTH FINANCIAL ADVISORY CORPCOM29.9K shadded$11M
GAMMA Investing LLCCommon Stock29.7K shtrimmed$10.9M
Farther Finance Advisors, LLCStock28.8K shadded$10.6M
Mirador Capital Partners LPCOM28K shadded$10.3M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM22.1K shtrimmed$8.1M
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM21.3K shtrimmed$7.8M
Great Waters Wealth ManagementCOM20.4K shtrimmed$7.5M
HWG Holdings LPCOM16.8K shadded$6.2M
VALLEY WEALTH MANAGERS, INC.Stock16.8K shtrimmed$6.2M
Valeo Financial Advisors, LLCStock16K shtrimmed$5.9M
Wedmont Private CapitalCOM14.6K shadded$5.4M
WoodTrust Financial CorpCOMMON14.6K shtrimmed$5.3M
Central Pacific Bank - Trust DivisionCOM14K shtrimmed$5.1M
Legacy Private Trust Co.COM11.9K shadded$4.4M
YHB Investment Advisors, Inc.COM11.4K shtrimmed$4.2M
Bell Asset Management LtdCOM11.1K shtrimmed$4.1M
Acropolis Investment Management, LLCCOM10.6K shtrimmed$3.9M
CHICKASAW CAPITAL MANAGEMENT LLCCOM9.7K shtrimmed$3.5M
ECLECTIC ASSOCIATES INC /ADVCOM9.5K shtrimmed$3.5M
Castleview Partners, LLCCOM9.2K shadded$3.4M
Venture Visionary Partners LLCCOM8.9K shtrimmed$3.3M
TITLEIST ASSET MANAGEMENT, LLCCOM8.3K shheld$3M
Avidian Wealth Enterprises, LLCCOM8.1K shtrimmed$3M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM8K shadded$2.9M
EASTERN BANKCOM7.6K shtrimmed$2.8M
CENTRAL BANK & TRUST COEquities7.3K shtrimmed$2.7M
TILIA FIDUCIARY PARTNERS, INC.Stock7.2K shadded$2.7M
Everhart Financial Group, Inc.COM6.9K shadded$2.5M
Applied Capital LLC/FLCOM6.5K shtrimmed$2.4M
MOODY NATIONAL BANK TRUST DIVISIONCOM6.4K shtrimmed$2.3M
Greenfield Savings BankCOM6.4K shadded$2.3M
NEVILLE RODIE & SHAW INCCOM6K shtrimmed$2.2M
Galvin, Gaustad & Stein, LLCCOM5.6K shtrimmed$2.1M
Brown Shipley& Co LtdCOM5.5K shadded$2M
Apella Capital, LLCCOM5.4K shadded$2M
DIVERSIFIED MANAGEMENT INCCOM5K shtrimmed$1.8M
Whalen Wealth Management Inc.COM4.8K shadded$1.7M
Cooper Financial GroupCOM4.7K shadded$1.7M
Cox Capital Mgt LLCStock4.6K shadded$1.7M
ANB BANKCom4.6K shtrimmed$1.7M
AMERICAN NATIONAL BANK & TRUSTCOM4.5K shtrimmed$1.7M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.5K shtrimmed$1.6M
Heartwood Wealth Advisors LLCStock4.5K shadded$1.6M
STABLEFORD CAPITAL II LLCCOM4.4K shadded$1.6M
EPIQ PARTNERS, LLCCOM4.2K shheld$1.6M
RHODES INVESTMENT ADVISORS INC /ADVCOM4K shtrimmed$1.5M
Strong Retirement Solutions LLCCOM3.8K shtrimmed$1.4M
Wealth Enhancement Trust Services, Inc.COM3.7K shadded$1.4M
Grove Bank & TrustCOM3.7K shtrimmed$1.3M
CoreCap Advisors, LLCStock3.6K shadded$1.3M
AVAII WEALTH MANAGEMENT, LLCCOM3.2K shtrimmed$1.2M
Athena Wealth Management, LLCCOM3.3K shadded$1.2M
TLWMCOM3.2K shtrimmed$1.2M
CONGRESS ASSET MANAGEMENT COCOM3.2K shadded$1.2M
MRA Advisory GroupCOM3.1K shadded$1.1M
Stokes Capital Advisors, LLCCOM2.9K shadded$1.1M
Balefire, LLCCOM2.8K shtrimmed$1M
Emprise BankEquities2.7K shtrimmed$998.8K
Persium Advisors, LLCCOM2.7K shtrimmed$988.2K
Dorato Capital ManagementCOM2.6K shadded$985.4K
ROCKLAND TRUST COCOM2.7K shadded$984.9K
PFW Advisors LLCCOM2.6K shadded$953.3K
Hamilton Capital, LLCCOM2.6K shtrimmed$947.3K
ALKEME WEALTH, LLCCOM2.3K shtrimmed$858.1K
Breakwater Capital GroupCOM2.2K shadded$818.2K
Vann Equity Management LLCCOM2.2K sh—$795.1K
CYPRESS ASSET MANAGEMENT INC/TXCOM2.2K shtrimmed$789.6K
BENEDICT FINANCIAL ADVISORS INCCommon Stock2.1K shadded$781.1K
Graves Light Lenhart Wealth, Inc.COM2K shheld$748.8K
ARMSTRONG ADVISORY GROUP, INCCOM2K shadded$718.1K
Wisconsin Wealth Advisors, LLCCOM1.9K shadded$712.8K
PARK NATIONAL CORP /OH/Com1.9K shadded$679.8K
STEPH & COCOM1.8K shadded$677.6K
TOMPKINS FINANCIAL CORPCOM1.8K shheld$658.2K
Bill Few Associates, Inc.COM1.8K shadded$650.2K
RIVERSEDGE ADVISORS, LLCCOM1.8K shadded$649.2K
Weaver Consulting GroupCOM1.7K shadded$640K
CANANDAIGUA NATIONAL BANK & TRUST COCom1.7K shtrimmed$620.4K
SAPIENT CAPITAL LLCCOM1.6K shtrimmed$598K
Ridgewood Investments LLCCOM1.6K shtrimmed$588.8K
Dickmeyer Boyce Financial Management, Inc.COM1.5K shtrimmed$557.6K
Worth Asset Management, LLCStock1.5K shtrimmed$549.2K
FELL CAPITAL MANAGEMENT /ADVCOM1.5K shheld$535.2K
Midwest Financial Partners Investments, Inc.COM1.5K shtrimmed$533K
Rosenberg Matthew HamiltonStock1.4K shadded$530.8K
Apeiron RIA LLCCOM1.4K shadded$527.3K
Buska Wealth Management, LLCCOM1.4K shtrimmed$518.3K
Wealth Group Ltdcom1.4K shheld$515.8K
General Partner, Inc.CL1.4K shheld$512.4K
Olistico Wealth, LLCStock1.4K shheld$502.5K
Wealth Science Advisors LLCCOM1.3K shtrimmed$495.2K
New Covenant Trust Company, N.A.COM1.3K shadded$490.1K
Tactive Advisors, LLCCOM1.2K shadded$435.2K
Successful Portfolios LLCCOM1.1K shadded$432K
Sound Income Strategies, LLCCOM1.1K shtrimmed$424.8K
ARGUS INVESTORS' COUNSEL, INC.COM1.1K sh—$418.8K
Byrne Asset Management LLCCOM1.1K shtrimmed$388K
Investors Research CorpCOM1K shtrimmed$385.1K
Taylor & Morgan Wealth Management, LLCCOM1K shtrimmed$382.5K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM1K shtrimmed$378.5K
Veracity Capital LLCCOM1K shadded$371.6K
Sunburst Financial Group, LLCCOM979 shtrimmed$359.3K
Kaizen Financial StrategiesCOM944 shtrimmed$346.4K
Monument Capital ManagementCOM922 shtrimmed$338.6K
David J Yvars GroupCOM922 sh—$338.3K
First Heartland Consultants, Inc.COM920 shtrimmed$337.8K
CYPRESS FINANCIAL PLANNING LLCCOM915 shadded$336K
Shulman DeMeo Asset Management LLCCOM884 shadded$334.8K
Vilga Financial Planning LLCCOM882 shadded$323.8K
Atlas Brown,Inc.Stock871 shadded$319.6K
Capital Advisors Wealth Management, LLCCOM786 shtrimmed$288.5K
Canandaigua National Trust Co of FloridaCom781 shadded$286.7K
Williams & Novak Wealth Management, LLCCOM776 shheld$284.9K
VISTA INVESTMENT PARTNERS LLCCOM748 shheld$274.6K
American National Bank of TexasCommon Stock712 shtrimmed$261.4K
jvl associates llcCOM692 shtrimmed$254K
KFA Private Wealth Group, LLCCOM685 shtrimmed$251.7K
RTD Financial Advisors, Inc.COM685 shheld$251.5K
Aletheian Wealth Advisors LLCCOM646 shtrimmed$237.2K
Paragon Capital Management LtdCOM642 shtrimmed$235.6K
Emergent Wealth Advisors, LLCCOM617 shtrimmed$226.5K
Exchange BankCOMMON STOCK599 shadded$219.9K
TrueWealth Advisors, LLCCOM588 shheld$215.9K
LifeGoal Investments, LLCCOM577 sh—$211.8K
Intelligence Driven Advisers, LLCCOM576 shtrimmed$211.6K
DLK Investment Management, LLCCOM563 shtrimmed$206.7K
Cambridge Financial Group, LLCCOM496 shheld$206K
Ballew Advisors, IncCOM545 shtrimmed$202.9K
DAVIDSON TRUST COEquities545 shheld$200.1K
FIRST COMMUNITY TRUST NACOM513 shadded$188.3K
ELEVATION WEALTH PARTNERS, LLCCOM364 shtrimmed$133.6K
MJT & Associates Financial Advisory Group, Inc.Stock325 shheld$119.3K
GK Wealth Management LLCCOM314 sh—$115.2K
Trust CoStock271 shheld$99.5K
Bank of New HampshireCOM240 shheld$88.1K
ACIMA PRIVATE WEALTH, LLCStock200 shheld$73.4K
ATWOOD & PALMER INCCOM181 shheld$66.4K
Matrix Trust CoCOM164 shadded$60K
Bullock Wealth Management GroupStock154 shadded$56.2K
Retirement Wealth Solutions LLCCOM144 shadded$53K
Bangor Savings BankCOM138 shheld$50.7K
Marquette Asset Management, LLCCOM103 shheld$37.8K
Horizons Wealth ManagementStock100 shheld$36.7K
Bank & Trust CoCOM47 shheld$17.3K
GILPIN WEALTH MANAGEMENT, LLCCOM41 shadded$15.1K
Davis Capital ManagementStock22 shtrimmed$8.1K
Aventus Investment Advisors, Inc.Stock20 shheld$7.3K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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