UnitedHealth Group Inc

UNH

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

SEC filings (opens in a new tab)

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 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

Value heldQ1 2021: $307.3B

Institutions holding UNH and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,395	$325.1B
Q1 2026	3,054	$202.4B
Q4 2025	3,311	$248.2B
Q3 2025	3,168	$253.5B
Q2 2025	3,185	$241.1B
Q1 2025	3,613	$424.3B
Q4 2024	3,684	$409.5B
Q3 2024	3,476	$474.6B
Q2 2024	3,406	$411.9B
Q1 2024	3,384	$398.9B
Q4 2023	3,421	$428.0B
Q3 2023	3,144	$407.5B
Q2 2023	3,136	$388.4B
Q1 2023	3,114	$383.6B
Q4 2022	3,159	$434.2B
Q3 2022	2,998	$413.5B
Q2 2022	2,964	$422.0B
Q1 2022	2,965	$418.3B
Q4 2021	2,909	$413.9B
Q3 2021	2,573	$321.7B
Q2 2021	2,592	$330.1B
Q1 2021	2,516	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
CRA Financial Services, LLC	3,047	$1.13M	0.44%	–	–
Copperleaf Capital, LLC	3,052	$1.14M	1.21%	–	–
MJP Associates Inc	3,053	$1.14M	0.46%	–	–
San Francisco Sentry Investment Group (Ca)	3,062	$1.14M	0.48%	–	–
Smith, Moore & Co.	3,063	$1.14M	0.18%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	3,064	$1.14M	0.01%	–	–
Rikoon Group, LLC	3,066	$1.14M	0.30%	–	–
St. Johns Investment Management Company, LLC	3,081	$1.15M	0.66%	–	–
GoalVest Advisory LLC	3,083	$1.15M	0.86%	–	–
Castle Rock Wealth Management, LLC	2,895	$1.15M	0.46%	–	–
Godshalk Welsh Capital Management, Inc.	3,087	$1.15M	0.80%	–	–
Covenant Partners, LLC	3,097	$1.15M	0.46%	–	–
Cribstone Capital Management, LLC	3,096	$1.15M	0.76%	–	–
Taylor Hoffman Wealth Management	3,100	$1.15M	0.53%	–	–
RB Capital Management, LLC	3,118	$1.16M	0.51%	–	–
Cahaba Wealth Management, Inc.	3,118	$1.16M	0.18%	–	–
Delta Financial Advisors LLC	3,120	$1.16M	0.54%	–	–
Welch & Forbes LLC	3,127	$1.16M	0.02%	–	–
StoneX Group Inc.	3,128	$1.16M	0.21%	–	–
Garrison Point Advisors, LLC	3,136	$1.17M	0.91%	–	–
Financial Network Wealth Management LLC	3,147	$1.17M	0.76%	–	–
Cim, LLC	2,792	$1.18M	0.21%	–	–
Carroll Financial Associates, Inc.	3,166	$1.18M	0.07%	–	–
Tobam	3,167	$1.18M	0.05%	–	–
RKL Wealth Management LLC	3,167	$1.18M	0.16%	–	–
Intersect Capital LLC	3,173	$1.18M	0.24%	–	–
Legacy Financial Advisors, Inc.	3,170	$1.18M	0.32%	–	–
Carolinas Wealth Consulting LLC	3,170	$1.18M	0.29%	–	–
Claro Advisors LLC	3,182	$1.18M	0.60%	–	–
Mountain Capital Investment Advisors, Inc	3,165	$1.19M	0.59%	–	–
Gamco Investors, Inc. Et Al	3,206	$1.19M	0.01%	–	–
V Wealth Advisors LLC	3,208	$1.19M	0.22%	–	–
Globeflex Capital L P	3,215	$1.20M	0.22%	–	–
IFG Advisory, LLC	3,217	$1.20M	0.15%	–	–
Financial Advocates Investment Management	3,319	$1.20M	0.09%	–	–
Perpetual Investment Management Ltd	3,231	$1.20M	0.20%	–	–
626 Financial, LLC	2,352	$1.20M	0.77%	–	–
Rede Wealth, LLC	3,227	$1.20M	0.73%	–	–
Quest Capital Management Inc	3,234	$1.20M	0.26%	–	–
HMS Capital Management, LLC	3,238	$1.21M	0.63%	–	–
Sand Hill Global Advisors, LLC	3,242	$1.21M	0.08%	–	–
BigSur Wealth Management LLC	3,240	$1.21M	0.62%	–	–
Morris Retirement Advisors, LLC	3,248	$1.21M	1.14%	–	–
Edge Capital Group, LLC	3,248	$1.21M	0.10%	–	–
S. R. Schill & Associates	3,256	$1.21M	0.53%	–	–
Buffington Mohr McNeal	3,260	$1.21M	0.26%	–	–
Royal Harbor Partners, LLC	3,262	$1.21M	0.93%	–	–
Defined Wealth Management, LLC	3,262	$1.21M	1.15%	–	–
Tolleson Wealth Management, Inc.	3,268	$1.22M	0.37%	–	–
BKD Wealth Advisors, LLC	3,276	$1.22M	0.06%	–	–
Curbstone Financial Management Corp	3,282	$1.22M	0.24%	–	–
Thomas White International Ltd	3,283	$1.22M	0.18%	–	–
Westside Investment Management, Inc.	3,292	$1.22M	0.02%	–	–
Peak Asset Management, LLC	3,289	$1.22M	0.30%	–	–
Inscription Capital, LLC	3,294	$1.23M	0.42%	–	–
Aft, Forsyth & Sober, LLC	3,300	$1.23M	0.51%	–	–
Leisure Capital Management	3,298	$1.23M	0.74%	–	–
Vectors Research Management, LLC	3,299	$1.23M	0.34%	–	–
HNP Capital LLC	3,299	$1.23M	0.36%	–	–
CSU Producer Resources, Inc.	3,300	$1.23M	5.12%	–	–
Miracle Mile Advisors, LLC	3,306	$1.23M	0.07%	–	–
Davidson Capital Management Inc.	3,314	$1.23M	0.64%	–	–
JGP Global Gestao de Recursos Ltda.	3,318	$1.24M	0.77%	–	–
Quantitative Systematic Strategies LLC	3,328	$1.24M	0.19%	–	–
Whitener Capital Management, Inc.	3,339	$1.24M	0.54%	–	–
Claraphi Advisory Network, LLC	3,343	$1.24M	0.34%	–	–
FOCUS Wealth Advisors, LLC	3,394	$1.25M	0.92%	–	–
Domani Wealth, LLC	3,356	$1.25M	0.24%	–	–
Keel Point, LLC	3,378	$1.26M	0.14%	–	–
Lakeview Capital Partners, LLC	3,381	$1.26M	0.54%	–	–
First Business Financial Services, Inc.	3,387	$1.26M	0.17%	–	–
Oakworth Capital, Inc.	3,394	$1.26M	0.14%	–	–
FLC Capital Advisors	3,392	$1.26M	0.40%	–	–
First Financial Bank - Trust Division	3,422	$1.27M	0.14%	–	–
tru Independence LLC	3,422	$1.27M	0.24%	–	–
Investment Management of Virginia LLC	3,427	$1.27M	0.26%	–	–
Washington Capital Management Inc	3,440	$1.28M	1.19%	–	–
Pettee Investors, Inc.	3,440	$1.28M	0.62%	–	–
FinTrust Capital Advisors, LLC	3,440	$1.28M	0.37%	–	–
Cambridge Advisors Inc.	3,443	$1.28M	0.33%	–	–
Quilter Plc	3,446	$1.28M	0.04%	–	–
Donoghue Forlines LLC	3,474	$1.29M	0.25%	–	–
Evermay Wealth Management LLC	3,478	$1.29M	0.26%	–	–
Doyle Wealth Management	3,491	$1.30M	0.12%	–	–
Chesapeake Wealth Management	3,499	$1.30M	0.44%	–	–
Scott Investment Partners LLP	3,500	$1.30M	0.96%	–	–
CWA Asset Management Group, LLC	3,503	$1.30M	0.12%	–	–
Geier Asset Management, Inc.	3,216	$1.30M	0.96%	–	–
KC Investment Advisors, LLC	3,510	$1.31M	1.21%	–	–
Trustmark National Bank Trust Department	3,517	$1.31M	0.11%	–	–
Goepper Burkhardt LLC	3,527	$1.31M	0.89%	–	–
NorthRock Partners, LLC	3,529	$1.31M	0.12%	–	–
First Nebraska Trust Co	3,555	$1.32M	0.18%	–	–
Accretive Wealth Partners, LLC	3,556	$1.32M	1.19%	–	–
City Holding Co	3,568	$1.33M	0.25%	–	–
Golden State Wealth Management, LLC	3,582	$1.33M	0.44%	–	–
Nations Financial Group Inc,	3,582	$1.33M	0.30%	–	–
Legacy Bridge, LLC	3,589	$1.33M	0.86%	–	–
BFSG, LLC	3,590	$1.34M	0.22%	–	–
Independent Investors Inc	3,594	$1.34M	0.35%	–	–