UnitedHealth Group Inc
UNH· NYSE
UNHUnitedHealth Group Inc
Who holds UnitedHealth Group Inc, from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Coastline Trust Co | 10.2K | −6.8% | $3.8M | 0.4% | Oct 1, 2026 |
| Versant Capital Management, Inc | 3.7K | +3.1% | $1.3M | 0.1% | Oct 2, 2026 |
| Doliver Advisors, LP | 2.1K | −0.5% | $788.9K | 0.2% | Oct 1, 2026 |
| Marotta Asset Management | 825 | −2.5% | $302.8K | 0.1% | Oct 2, 2026 |
| Miller Global Investments, LLC | 798 | −2.6% | $292.9K | 0.2% | Oct 2, 2026 |
| First Financial Bank - Trust Division | 554 | −0.4% | $203.4K | 0.1% | Oct 1, 2026 |
| GoalVest Advisory LLC | 271 | +5.9% | $99.5K | 0.1% | Oct 2, 2026 |
| Burkett Financial Services, LLC | 182 | New | $66.8K | 0.1% | Oct 1, 2026 |
| Noble Wealth Management PBC | 165 | ±0% | $60.6K | 0.1% | Oct 1, 2026 |
| Hickory Point Bank & Trust | 149 | ±0% | $54.7K | 0.1% | Oct 1, 2026 |
| Planning Strategies Inc. | 56 | +5.7% | $20.6K | 0.1% | Oct 2, 2026 |
| CX Institutional | 29.3K | −1.5% | $10.8K | 0.3% | Oct 2, 2026 |
| Polaris Financial Partners | 161 | — | $60 | 0.1% | Oct 2, 2026 |
