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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
Simplex Trading, LLC338$00.00%––
Flagship Private Wealth, LLC5$1.85K0.00%––
Moisand Fitzgerald Tamayo, LLC5$2.00K0.00%––
Exane Derivatives6$2.23K0.00%––
Retirement Group, LLC7$3.00K0.00%––
Joseph P. Lucia & Associates, LLC7$3.00K0.00%––
Financial Perspectives, Inc1,338,881$3.60K0.18%––
Knuff & Co LLC13$5.00K0.00%––
Wealth Advisory Solutions, LLC13,278$5.00K0.00%––
Truvestments Capital LLC16$6.00K0.00%––
Selective Wealth Management, Inc.17$6.00K0.01%––
Coastal Capital Group, Inc.15$6.00K0.00%––
Barnett & Company, Inc.20$7.00K0.00%––
Rocky Mountain Advisers, LLC18$7.00K0.01%––
QVR LLC19$7.00K0.15%––
Crewe Advisors LLC20$7.00K0.00%––
Pflug Koory, LLC20$7.00K0.00%––
Longfellow Investment Management Co LLC19$8.00K0.00%––
Atticus Wealth Management, LLC25$9.00K0.00%––
Sofos Investments, Inc.67$9.31K0.19%––
Bourgeon Capital Management LLC26$10.0K0.00%––
Ranger Investment Management, L.P.27$10.0K0.00%––
Simon Quick Advisors, LLC27$10.0K0.00%––
Black Swift Group, LLC26$10.0K0.01%––
Ade, LLC26$10.0K0.01%––
Capital Advisors, Ltd. LLC29$11.0K0.00%––
Cascade Investment Advisors, Inc.30$11.2K0.01%––
Sage Financial Management Group, Inc.31$12.0K0.01%––
Mizuho Securities Co. Ltd.36$13.0K0.00%––
Pacifica Partners Inc.36$13.0K0.01%––
Bellwether Advisors, LLC37$13.0K0.01%––
Cowa, LLC35$13.0K0.01%––
Fusion Family Wealth LLC37$14.0K0.00%––
Cranbrook Wealth Management, LLC41$15.0K0.00%––
Global Wealth Management Investment Advisory, Inc.40$15.0K0.01%––
Ten Capital Wealth Advisors, LLC43$15.0K0.00%––
Tortoise Investment Management, LLC42$16.0K0.00%––
Carolina Wealth Advisors, LLC42$16.0K0.01%––
DB Wealth Management Group, LLC43$16.0K0.01%––
Corbenic Partners LLC45$17.0K0.00%––
Stuart Chaussee & Associates, Inc.45$17.0K0.01%––
Kelly Financial Services LLC47$17.7K0.01%––
Advanced Research Investment Solutions, LLC49$18.0K0.02%––
AlphaMark Advisors, LLC50$19.0K0.01%––
Financial Enhancement Group LLC50$19.0K0.00%––
Canton Hathaway, LLC50$19.0K0.01%––
True Link Financial Advisors, LLC50$19.0K0.00%––
JFS Wealth Advisors, LLC55$20.0K0.00%––
Roble, Belko & Company, Inc55$20.0K0.00%––
Wagner Wealth Management, LLC55$20.0K0.02%––
Johnson Midwest Financial, LLC56$21.0K0.02%––
Laurel Wealth Planning LLC57$21.0K0.02%––
Lumature Wealth Partners, LLC60$22.0K0.01%––
Cedar Mountain Advisors, LLC61$23.0K0.01%––
Hoese & Co LLP63$23.0K0.03%––
First PREMIER Bank65$24.0K0.01%––
Perennial Advisors, LLC65$24.0K0.01%––
Walled Lake Planning & Wealth Management, LLC64$24.0K0.02%––
Edge Wealth Management LLC67$25.0K0.01%––
HighMark Wealth Management LLC68$25.0K0.02%––
Sterling Financial Planning, Inc.67$25.0K0.02%––
HWG Holdings LP69$26.0K0.02%––
Activest Wealth Management73$27.0K0.02%––
Halpern Financial, Inc.73$27.2K0.01%––
Ogorek Anthony Joseph78$29.0K0.01%––
American Research & Management Co.95$35.0K0.01%––
Atlas Private Wealth Advisors95$35.0K0.02%––
Front Row Advisors LLC96$36.0K0.02%––
Cutler Group LP100$37.0K0.00%––
Sage Private Wealth Group, LLC103$38.0K0.07%––
FormulaFolio Investments, LLC97$40.0K0.01%––
Grandview Asset Management LLC108$40.0K0.02%––
IronBridge Private Wealth, LLC107$40.0K0.03%––
Pacific Center for Financial Services111$41.0K0.02%––
Investors Research Corp116$43.0K0.02%––
Costello Asset Management, INC120$45.0K0.03%––
Delta Asset Management LLC124$46.0K0.00%––
West Oak Capital, LLC130$48.0K0.02%––
NewSquare Capital LLC128$48.0K0.01%––
Old North State Trust, LLC130$48.0K0.04%––
Klaas Financial Asset Advisors, LLC129$48.0K0.01%––
Phoenix Wealth Advisors131$48.0K0.04%––
Bradley & Co. Private Wealth Management, LLC128$48.0K0.04%––
Better Money Decisions, LLC134$50.0K0.05%––
AGF Investments LLC140$52.0K0.01%––
Goodwin Investment Advisory139$52.0K0.06%––
Accel Wealth Management140$52.0K0.04%––
Holloway Wealth Management, LLC–$55.0K0.02%––
Gleason Group, Inc.151$56.0K0.02%––
Alpha DNA Investment Management LLC157$58.0K0.07%––
Hudock, Inc.161$60.0K0.02%––
Estate Counselors, LLC162$60.0K0.01%––
Hanson & Doremus Investment Management167$62.0K0.01%––
Disciplined Investments, LLC176$65.0K0.04%––
Carmichael Hill & Associates, Inc.186$69.0K0.04%––
Financial Management Professionals, Inc.187$70.0K0.02%––
Ritter Daniher Financial Advisory, LLC190$71.0K0.06%––
Avion Wealth195$73.0K0.03%––
CKW Financial Group200$74.0K0.01%––
Riggs Asset Managment Co. Inc.200$74.0K0.02%––