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UnitedHealth Group Inc

UNH
Exchange
NYSE
Industry
Hospital & Medical Service Plans
SEC CIK
0000731766

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.

13F holders, Q1 2021

Institutional positions in UnitedHealth Group Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,516
No complete 13F data for Q4 2020
Shares held
827.8M
No complete 13F data for Q4 2020
Total value
$307.3B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 2,516 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ1 2021: $307.3B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UNH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc78,658,234$29.3B0.79%––
BlackRock Inc.70,482,968$26.2B0.78%––
FMR LLC50,160,803$18.7B1.59%––
State Street Corp43,691,594$16.3B0.94%––
Price T Rowe Associates Inc37,409,432$13.9B1.39%––
Capital World Investors34,017,627$12.7B2.34%––
Wellington Management Group LLP33,407,367$12.4B2.19%––
Capital Research Global Investors19,050,769$7.09B1.73%––
Capital International Investors18,899,258$7.03B1.78%––
Geode Capital Management, LLC14,431,038$5.35B0.82%––
JPMorgan Chase & Co13,652,497$5.08B0.73%––
Alliancebernstein L.P.11,394,687$4.24B1.86%––
Northern Trust Corp11,145,852$4.15B0.77%––
Clearbridge Investments, LLC10,299,124$3.83B2.86%––
Norges Bank9,735,755$3.62B0.83%––
Royal Bank of Canada9,286,416$3.46B1.07%––
Bank of New York Mellon Corp9,224,802$3.43B0.70%––
Bank of America Corp8,489,867$3.16B0.38%––
Wells Fargo & Company8,051,541$3.00B0.69%––
Morgan Stanley7,925,049$2.95B0.43%––
Nuveen Asset Management, LLC7,305,514$2.72B0.86%––
Sanders Capital, LLC6,176,737$2.30B5.54%––
Legal & General Group Plc5,952,263$2.21B0.83%––
Janus Henderson Group PLC5,287,478$1.97B0.90%––
UBS Asset Management Americas Inc5,273,264$1.96B0.87%––
Dodge & Cox4,793,869$1.78B1.28%––
Charles Schwab Investment Management Inc4,784,804$1.78B0.65%––
Invesco Ltd.4,656,000$1.73B0.46%––
Ameriprise Financial Inc4,404,217$1.64B0.54%––
Franklin Resources Inc3,944,677$1.47B0.60%––
American Century Companies Inc3,927,308$1.46B1.07%––
Parametric Portfolio Associates LLC3,792,825$1.41B0.81%––
Swiss National Bank3,792,538$1.41B0.94%––
Deutsche Bank AG3,756,792$1.40B0.75%––
Manufacturers Life Insurance Company, The3,623,499$1.35B1.17%––
Polen Capital Management LLC3,569,650$1.33B2.99%––
Sumitomo Mitsui Trust Holdings, Inc.3,552,894$1.32B0.83%––
Goldman Sachs Group Inc3,430,134$1.28B0.38%––
Canada Pension Plan Investment Board3,427,689$1.28B1.66%––
Dimensional Fund Advisors LP3,396,264$1.26B0.42%––
GQG Partners LLC3,294,312$1.23B4.48%––
Eagle Capital Management LLC3,259,809$1.21B3.74%––
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,146,574$1.17B4.25%––
Viking Global Investors LPSuperinvestorViking Global Investors3,080,874$1.15B3.41%––
UBS Group AG3,060,867$1.14B0.51%––
Credit Suisse AG2,721,066$1.01B0.75%––
Fisher Asset Management, LLC2,698,645$1.00B0.71%––
Allianz Asset Management GmbH2,676,786$996.0M1.01%––
Schroder Investment Management Group2,593,403$964.9M1.26%––
Veritas Asset Management LLP2,572,968$957.3M5.24%––
New York State Common Retirement Fund2,465,149$917.2M1.01%––
Longview Partners (Guernsey) LTD2,434,372$905.8M4.81%––
Eaton Vance Management2,291,689$852.7M1.26%––
California Public Employees Retirement System2,178,460$810.5M0.62%––
Barclays PLC2,146,132$798.5M0.77%––
Fiera Capital Corp2,137,018$795.1M2.29%––
TD Asset Management Inc2,097,131$780.3M0.87%––
Citigroup Inc1,963,192$730.4M0.70%––
Brown Advisory Inc1,946,770$724.3M1.24%––
Ruane, Cunniff & Goldfarb L.P.1,879,149$699.2M6.57%––
Stifel Financial Corp1,872,848$696.9M1.15%––
Egerton Capital (UK) LLP1,869,579$695.6M3.66%––
Vontobel Asset Management Inc1,802,126$694.9M4.22%––
Prudential Financial Inc1,861,912$692.8M1.04%––
California State Teachers Retirement System1,852,230$689.2M0.91%––
Nordea Investment Management AB1,807,686$673.5M0.98%––
Amundi Asset Management US, Inc.1,762,061$655.7M0.50%––
Bessemer Group Inc1,757,753$654.0M1.57%––
Orbis Allan Gray Ltd1,748,392$650.5M4.65%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,723,794$641.0M1.20%––
Raymond James & Associates1,635,868$608.7M0.61%––
Putnam Investments LLC1,628,316$605.8M1.01%––
Bank of Montreal1,574,454$574.5M0.40%––
Swedbank AB1,531,024$569.6M1.18%––
CIBC Private Wealth Group, LLC1,523,523$566.9M1.43%––
Rhumbline Advisers1,514,434$563.5M0.77%––
First Manhattan Co1,482,677$551.7M2.38%––
Grantham, Mayo, Van Otterloo & Co. LLC1,472,524$547.9M2.99%––
Sustainable Growth Advisers, LP1,463,122$544.4M3.13%––
Jensen Investment Management Inc1,444,007$537.3M4.30%––
Ensign Peak Advisors, Inc1,423,223$529.5M1.14%––
Boston Partners1,403,879$522.8M0.70%––
Principal Financial Group Inc1,398,182$520.2M0.37%––
Ninety One UK Ltd1,377,864$512.7M1.46%––
Korea Investment CORP1,375,599$511.8M1.62%––
HSBC Holdings PLC1,278,373$478.1M0.64%––
Russell Investments Group, Ltd.1,257,833$468.1M0.83%––
Barrow Hanley Mewhinney & Strauss LLC1,251,609$465.7M1.48%––
Waddell & Reed Financial Inc1,242,581$462.3M0.95%––
1832 Asset Management L.P.1,221,526$458.0M0.99%––
The PNC Financial Services Group, Inc.1,216,640$452.7M0.44%––
NN Investment Partners Holdings N.V.1,216,524$452.6M2.67%––
State Board of Administration of Florida Retirement System1,207,127$449.1M0.89%––
Winslow Capital Management, LLC1,204,768$448.3M1.89%––
Provident Trust Co1,195,187$444.7M10.13%––
New York State Teachers Retirement System1,192,123$443.6M0.95%––
Lazard Asset Management LLC1,178,666$438.5M0.53%––
Guardcap Asset Management Ltd1,176,472$437.7M7.91%––
Standard Life Aberdeen plc1,163,681$433.5M0.99%––
National Pension Service1,148,005$427.1M0.89%––