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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

Filings received so far for Q3 2026: 169 13F filers report a position in UNH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mn Services Vermogensbeheer B.V.268,333$98.5M0.74%+3,90013F-HRTimeline
Border to Coast Pensions Partnership Ltd197,869$72.5M1%+18,24813F-HRTimeline
Artemis Investment Management LLP189,516$69.6M0.61%-23,16613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC127,787$46.9M0.67%-12,02413F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.70,325$25.8M1.13%+20,41913F-HRTimeline
Douglas Lane & Associates, LLC67,715$24.9M0.33%-6,95613F-HRTimeline
CapWealth Advisors, LLC59,277$21.8M1.64%-9513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…49,862$18.3M2.72%+39313F-HRTimeline
Violich Capital Management, Inc.36,134$13.3M1.43%+4,88013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP29,917$11M1.1%+3,75313F-HRTimeline
GAMMA Investing LLC29,681$10.9M0.37%-33013F-HRTimeline
CX Institutional29,294$10.8M0.29%-43513F-HRTimeline
Farther Finance Advisors, LLC28,807$10.6M0.07%+5,55213F-HRTimeline
Mirador Capital Partners LP28,030$10.3M1.2%+1,52713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,118$8.12M0.1%-8213F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH21,327$7.83M1.32%-73113F-HRTimeline
Great Waters Wealth Management20,426$7.5M0.67%-19413F-HRTimeline
HWG Holdings LP16,839$6.18M1.43%+2,89213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.16,783$6.16M0.35%-8513F-HRTimelineGroup
Valeo Financial Advisors, LLC16,019$5.88M0.12%-9113F-HRTimeline
Wedmont Private Capital14,613$5.42M0.13%+1,44713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp14,554$5.34M0.65%-14,31513F-HRTimelineGroup
Central Pacific Bank - Trust Division13,956$5.12M0.54%-1,14213F-HRTimeline
Legacy Private Trust Co.11,929$4.38M0.24%+20913F-HRTimeline
YHB Investment Advisors, Inc.11,412$4.19M0.26%-23013F-HRTimeline
Bell Asset Management Ltd11,096$4.07M1.47%-26413F-HRTimeline
Acropolis Investment Management, LLC10,577$3.88M0.16%-12913F-HRTimeline
Coastline Trust Co10,223$3.75M0.35%-74213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHICKASAW CAPITAL MANAGEMENT LLC9,669$3.55M0.13%-39013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,482$3.48M0.39%-29413F-HRTimeline
Castleview Partners, LLC9,191$3.37M1.48%+30313F-HRTimeline
Venture Visionary Partners LLC8,927$3.28M0.09%-32813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,286$3.04M0.2%013F-HRTimeline
Avidian Wealth Enterprises, LLC8,126$2.98M0.08%-1313F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.7,996$2.94M1.52%+1813F-HRTimeline
EASTERN BANK7,559$2.77M0.04%-10413F-HRTimeline
CENTRAL BANK & TRUST CO7,281$2.67M0.38%-23313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.7,237$2.66M1.22%+21713F-HR/ATimeline
Everhart Financial Group, Inc.6,869$2.52M0.16%+13713F-HRTimeline
Applied Capital LLC/FL6,522$2.39M1.59%-1513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,387$2.34M0.19%-15713F-HRTimelineGroup
Greenfield Savings Bank6,377$2.34M0.89%+1913F-HRTimeline
NEVILLE RODIE & SHAW INC5,950$2.18M0.15%-2713F-HRTimeline
Galvin, Gaustad & Stein, LLC5,601$2.06M0.16%-3113F-HRTimeline
Brown Shipley& Co Ltd5,544$2.04M0.98%+5913F-HRTimeline
Apella Capital, LLC5,356$2.01M0.03%+73913F-HRTimeline
DIVERSIFIED MANAGEMENT INC5,024$1.84M0.32%new13F-HRTimeline
Whalen Wealth Management Inc.4,755$1.75M0.75%+6613F-HRTimeline
Cooper Financial Group4,706$1.73M0.14%+24713F-HRTimeline
Cox Capital Mgt LLC4,605$1.69M0.95%+1213F-HRTimeline
ANB BANK4,579$1.68M0.6%-12313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,495$1.65M0.15%-59413F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,486$1.65M0.04%-41513F-HRTimeline
Heartwood Wealth Advisors LLC4,471$1.64M0.13%+6413F-HRTimeline
STABLEFORD CAPITAL II LLC4,374$1.61M0.56%+1,98613F-HRTimeline
EPIQ PARTNERS, LLC4,227$1.55M0.67%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV3,994$1.47M1.04%-4713F-HRTimeline
Strong Retirement Solutions LLC3,772$1.38M0.78%-28813F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,741$1.37M0.15%+1,93113F-HRTimeline
Versant Capital Management, Inc3,677$1.35M0.12%+11213F-HRTimeline
Grove Bank & Trust3,654$1.34M0.13%-31713F-HRTimeline
CoreCap Advisors, LLC3,614$1.33M0.04%+92313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,231$1.2M0.35%-10413F-HRTimeline
Athena Wealth Management, LLC3,261$1.2M0.86%+29313F-HRTimeline
TLWM3,229$1.19M0.19%-17713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,173$1.16M0.01%+2,50313F-HRTimeline
MRA Advisory Group3,122$1.15M0.43%+70113F-HRTimeline
Stokes Capital Advisors, LLC2,882$1.06M0.23%+14413F-HRTimeline
Balefire, LLC2,837$1.04M0.16%-22113F-HRTimeline
Emprise Bank2,721$999K0.38%-4913F-HRTimeline
Persium Advisors, LLC2,692$988K0.52%-11813F-HRTimeline
Dorato Capital Management2,621$985K0.66%+65713F-HRTimeline
ROCKLAND TRUST CO2,683$985K0.04%+9413F-HRTimeline
PFW Advisors LLC2,597$953K0.28%+1713F-HRTimeline
Hamilton Capital, LLC2,581$947K0.05%-8913F-HRTimeline
ALKEME WEALTH, LLC2,338$858K0.32%-30913F-HRTimeline
Breakwater Capital Group2,229$818K0.1%+28413F-HRTimeline
Vann Equity Management LLC2,166$795K0.47%new13F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,151$790K0.16%-30813F-HRTimeline
DOLIVER ADVISORS, LP2,149$789K0.17%-1013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,128$781K0.16%+1,30313F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,040$749K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,956$718K0.04%+813F-HRTimeline
Wisconsin Wealth Advisors, LLC1,942$713K0.6%+213F-HRTimeline
PARK NATIONAL CORP /OH/1,852$680K0.02%+17613F-HRTimeline
STEPH & CO1,846$678K0.17%+23413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,793$658K0.05%013F-HRTimelineGroup
Bill Few Associates, Inc.1,771$650K0.14%+97613F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,769$649K0.08%+2313F-HRTimeline
Weaver Consulting Group1,744$640K0.12%+5113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,690$620K0.05%-513F-HRTimelineGroup
SAPIENT CAPITAL LLC1,629$598K0.01%-7513F-HRTimeline
Ridgewood Investments LLC1,604$589K0.22%-1,19513F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,519$558K0.29%-2913F-HRTimeline
Worth Asset Management, LLC1,496$549K0.16%-2913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,458$535K0.46%013F-HRTimeline
Midwest Financial Partners Investments,…1,452$533K0.2%-113F-HRTimeline
Rosenberg Matthew Hamilton1,446$531K0.1%+7213F-HRTimeline
Apeiron RIA LLC1,444$527K0.12%+29613F-HRTimeline
Buska Wealth Management, LLC1,412$518K0.18%-6613F-HRTimeline
Wealth Group Ltd1,387$516K0.1%013F-HRTimeline
General Partner, Inc.1,396$512K0.27%013F-HRTimeline
Olistico Wealth, LLC1,369$503K0.21%013F-HRTimeline
Wealth Science Advisors LLC1,349$495K0.21%-60813F-HRTimeline
New Covenant Trust Company, N.A.1,335$490K0.34%+15913F-HRTimeline
Tactive Advisors, LLC1,185$435K0.1%+65013F-HRTimeline
Successful Portfolios LLC1,144$432K0.2%+3013F-HRTimeline
Sound Income Strategies, LLC1,145$425K0.02%-38213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,141$419K0.33%new13F-HRTimeline
Byrne Asset Management LLC1,062$388K0.22%-7813F-HRTimeline
Investors Research Corp1,049$385K0.07%-7013F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,042$382K0.18%-4013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,031$378K0.08%-4913F-HRTimeline
Veracity Capital LLC1,012$372K0.1%+1313F-HRTimeline
Sunburst Financial Group, LLC979$359K0.06%-1313F-HRTimeline
Kaizen Financial Strategies944$346K0.14%-913F-HRTimeline
Monument Capital Management922$339K0.07%-2213F-HRTimeline
David J Yvars Group922$338K0.16%new13F-HRTimeline
First Heartland Consultants, Inc.920$338K0.02%-2413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC915$336K0.09%+3013F-HRTimeline
Shulman DeMeo Asset Management LLC884$335K0.07%+8513F-HRTimeline
Vilga Financial Planning LLC882$324K0.19%+3013F-HRTimeline
Atlas Brown,Inc.871$320K0.08%+1113F-HRTimeline
Marotta Asset Management825$303K0.05%-2113F-HRTimeline
Miller Global Investments, LLC798$293K0.24%-2113F-HRTimeline
Capital Advisors Wealth Management, LLC786$289K0.03%-10513F-HRTimeline
Canandaigua National Trust Co of Florida781$287K0.16%13F-HRTimeline
Williams & Novak Wealth Management, LLC776$285K0.17%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC748$275K0.07%013F-HRTimeline
American National Bank of Texas712$261K0.24%-4613F-HRTimeline
jvl associates llc692$254K0.07%-12213F-HRTimeline
KFA Private Wealth Group, LLC685$252K0.06%-3213F-HRTimeline
RTD Financial Advisors, Inc.685$251K0.03%013F-HRTimeline
Aletheian Wealth Advisors LLC646$237K0.1%-4013F-HRTimeline
Paragon Capital Management Ltd642$236K0.04%-113F-HRTimeline
Emergent Wealth Advisors, LLC617$226K0.12%-513F-HRTimeline
Exchange Bank599$220K0.14%+11713F-HRTimeline
TrueWealth Advisors, LLC588$216K0.05%013F-HRTimeline
LifeGoal Investments, LLC577$212K0.06%new13F-HRTimeline
Intelligence Driven Advisers, LLC576$212K0.04%-6113F-HRTimeline
DLK Investment Management, LLC563$207K0.08%-10,71113F-HRTimeline
Cambridge Financial Group, LLC496$206K0.06%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION554$203K0.01%-213F-HRTimeline
Ballew Advisors, Inc545$203K0.1%-613F-HRTimeline
DAVIDSON TRUST CO545$200K0.08%013F-HRTimeline
FIRST COMMUNITY TRUST NA513$188K0.06%+10513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC364$134K0.04%-413F-HRTimeline
MJT & Associates Financial Advisory Gro…325$119K0.08%013F-HRTimeline
GK Wealth Management LLC314$115K0.06%new13F-HRTimeline
Trust Co271$99.5K0.01%013F-HRTimeline
GoalVest Advisory LLC271$99.5K0.02%+1513F-HRTimeline
Bank of New Hampshire240$88.1K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC200$73.4K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC182$66.8K0.02%new13F-HRTimeline
ATWOOD & PALMER INC181$66.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC165$60.6K0.03%013F-HRTimeline
Matrix Trust Co164$60K0.01%+1813F-HRTimeline
Polaris Financial Partners161$60K0.03%13F-HRTimeline
Bullock Wealth Management Group154$56.2K0.02%-413F-HRTimeline
Hickory Point Bank & Trust149$54.7K0.03%013F-HRTimeline
Retirement Wealth Solutions LLC144$53K0.03%+2113F-HRTimeline
Bangor Savings Bank138$50.7K<0.01%013F-HRTimeline
Marquette Asset Management, LLC103$37.8K<0.01%013F-HRTimeline
Horizons Wealth Management100$36.7K0.02%13F-HRTimeline
Planning Strategies Inc.56$20.6K0.01%+313F-HRTimeline
Bank & Trust Co47$17.3K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC41$15.1K0.01%+2913F-HRTimeline
Davis Capital Management22$8.08K<0.01%-3513F-HRTimeline
Aventus Investment Advisors, Inc.20$7.34K0.01%013F-HRTimeline