UNH — Unitedhealth Group Inc Institutional Holders · Q3 2026

Name: Who Owns UNH? 174 Institutions Hold $643M (Q3 2026)
Creator: ko.io

Who owns Unitedhealth Group Inc (UNH)? 174 institutions reported holding $642.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($98.5M), Border to Coast Pensions Partnership Ltd ($72.5M), Artemis Investment Management LLP ($69.6M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$98.5M	268,333	Added
2	Border to Coast Pensions Partnership Ltd	$72.5M	197,869	Added
3	Artemis Investment Management LLP	$69.6M	189,516	Trimmed
4	Gradient Investments LLC	$46.9M	127,787	Trimmed
5	Quintet Private Bank (Europe) S.A.	$25.8M	70,325	Added
6	Douglas Lane & Associates, LLC	$24.9M	67,715	Trimmed
7	CapWealth Advisors, LLC	$21.8M	59,277	Trimmed
8	Allen Mooney & Barnes Investment Advisors LLC	$18.3M	49,862	Added
9	Violich Capital Management, Inc.	$13.3M	36,134	Added
10	TOTH FINANCIAL ADVISORY CORP	$11.0M	29,917	Added
11	GAMMA Investing LLC	$10.9M	29,681	Trimmed
12	CX Institutional	$10.8M	29,294	Trimmed
13	Farther Finance Advisors, LLC	$10.6M	28,807	Added
14	Mirador Capital Partners LP	$10.3M	28,030	Added
15	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$8.1M	22,118	Trimmed
16	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$7.8M	21,327	Trimmed
17	Great Waters Wealth Management	$7.5M	20,426	Trimmed
18	HWG Holdings LP	$6.2M	16,839	Added
19	VALLEY WEALTH MANAGERS, INC.	$6.2M	16,783	Trimmed
20	Valeo Financial Advisors, LLC	$5.9M	16,019	Trimmed
21	Wedmont Private Capital	$5.4M	14,613	Added
22	WoodTrust Financial Corp	$5.3M	14,554	Trimmed
23	Central Pacific Bank - Trust Division	$5.1M	13,956	Trimmed
24	Legacy Private Trust Co.	$4.4M	11,929	Added
25	YHB Investment Advisors, Inc.	$4.2M	11,412	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30