UNH UnitedHealth Group Incorporated
UnitedHealth Group Incorporated (UNH) Institutional Ownership
What the institutions did with UNH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CapWealth Advisors, LLC | 59.3K | 27.4% |
| Violich Capital Management, Inc. | 36.1K | 16.7% |
| CX Institutional | 29.3K | 13.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 22.1K | 10.2% |
| Central Pacific Bank - Trust Division | 14.0K | 6.4% |
| Coastline Trust Co | 10.2K | 4.7% |
| EASTERN BANK | 7.6K | 3.5% |
| NEVILLE RODIE & SHAW INC | 6.0K | 2.7% |
| MassMutual Private Wealth & Trust, FSB | 4.5K | 2.1% |
| Heartwood Wealth Advisors LLC | 4.5K | 2.1% |
| Versant Capital Management, Inc | 3.7K | 1.7% |
| ROCKLAND TRUST CO | 2.7K | 1.2% |
| DOLIVER ADVISORS, LP | 2.1K | 1.0% |
| PARK NATIONAL CORP /OH/ | 1.9K | 0.9% |
| TOMPKINS FINANCIAL CORP | 1.8K | 0.8% |
| Ridgewood Investments LLC | 1.6K | 0.7% |
| Rosenberg Matthew Hamilton | 1.4K | 0.7% |
| General Partner, Inc. | 1.4K | 0.6% |
| Olistico Wealth, LLC | 1.4K | 0.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1.0K | 0.5% |
| Marotta Asset Management | 825 | 0.4% |
| Miller Global Investments, LLC | 798 | 0.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 554 | 0.3% |
| Ballew Advisors, Inc | 545 | 0.3% |
| GoalVest Advisory LLC | 271 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Violich Capital Management, Inc. | Increased | 31.3K | 36.1K | +4.9K |
| Ridgewood Investments LLC | Reduced | 2.8K | 1.6K | -1.2K |
| Central Pacific Bank - Trust Division | Reduced | 15.1K | 14.0K | -1.1K |
| Coastline Trust Co | Reduced | 11.0K | 10.2K | -742 |
| Stonebridge Financial Group, LLC | Sold Out | 543 | 0 | -543 |
| First Citizens Financial Corp | Sold Out | 513 | 0 | -513 |
| CX Institutional | Reduced | 29.7K | 29.3K | -435 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 4.9K | 4.5K | -415 |
| BURKETT FINANCIAL SERVICES, LLC | New | 0 | 182 | +182 |
| PARK NATIONAL CORP /OH/ | Increased | 1.7K | 1.9K | +176 |
| Versant Capital Management, Inc | Increased | 3.6K | 3.7K | +112 |
| EASTERN BANK | Reduced | 7.7K | 7.6K | -104 |
| CapWealth Advisors, LLC | Reduced | 59.4K | 59.3K | -95 |
| ROCKLAND TRUST CO | Increased | 2.6K | 2.7K | +94 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 22.2K | 22.1K | -82 |
| Rosenberg Matthew Hamilton | Increased | 1.4K | 1.4K | +72 |
| Heartwood Wealth Advisors LLC | Increased | 4.4K | 4.5K | +64 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 1.1K | 1.0K | -49 |
| NEVILLE RODIE & SHAW INC | Reduced | 6.0K | 6.0K | -27 |
| Marotta Asset Management | Reduced | 846 | 825 | -21 |
| Miller Global Investments, LLC | Reduced | 819 | 798 | -21 |
| GoalVest Advisory LLC | Increased | 256 | 271 | +15 |
| DOLIVER ADVISORS, LP | Reduced | 2.2K | 2.1K | -10 |
| Ballew Advisors, Inc | Reduced | 551 | 545 | -6 |
| Planning Strategies Inc. | Increased | 53 | 56 | +3 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 556 | 554 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.