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
Magnus Financial Group LLC	3,602	$1.34M	0.32%	–	–
CPWM, LLC	3,607	$1.34M	0.12%	–	–
Proficio Capital Partners LLC	3,621	$1.35M	0.17%	–	–
Fiduciary Group LLC	3,384	$1.35M	0.16%	–	–
Van Hulzen Asset Management, LLC	3,652	$1.36M	0.22%	–	–
XR Securities LLC	3,670	$1.36M	0.76%	–	–
Heron Financial Group, LLC	3,722	$1.37M	0.83%	–	–
Altfest L J & Co Inc	3,677	$1.37M	0.32%	–	–
Cavalier Investments, LLC	3,676	$1.37M	0.59%	–	–
Brand Asset Management Group, Inc.	3,680	$1.37M	0.70%	–	–
Sierra Capital LLC	3,690	$1.37M	0.26%	–	–
Novak Financial Planning, LLC	3,699	$1.38M	0.76%	–	–
Mirova	3,734	$1.39M	0.17%	–	–
Cahill Financial Advisors Inc	3,750	$1.40M	0.34%	–	–
Cobblestone Capital Advisors LLC	3,763	$1.40M	0.10%	–	–
Fosun International Ltd	3,775	$1.41M	0.11%	–	–
Sullivan, Bruyette, Speros & Blaney, LLC	3,794	$1.41M	0.06%	–	–
Capital Investment Advisory Services, LLC	3,834	$1.43M	0.20%	–	–
Simmons Bank	3,841	$1.43M	0.11%	–	–
Paradigm Asset Management Co LLC	3,845	$1.43M	0.38%	–	–
USA Financial Portformulas Corp	3,860	$1.44M	1.17%	–	–
Signature Wealth Management Group	3,860	$1.44M	0.84%	–	–
Vista Investment Management	3,868	$1.44M	0.90%	–	–
Vantage Financial Partners Ltd., Inc.	3,875	$1.44M	0.81%	–	–
Fairbanks Capital Management, Inc.	3,877	$1.44M	1.22%	–	–
Alps Advisors Inc	3,901	$1.45M	0.01%	–	–
Robertson Stephens Wealth Management, LLC	3,910	$1.45M	0.23%	–	–
Money Concepts Capital Corp	3,916	$1.46M	0.12%	–	–
Transcend Wealth Collective, LLC	3,916	$1.46M	0.18%	–	–
Valmark Advisers, Inc.	3,923	$1.46M	0.03%	–	–
Intrua Financial, LLC	3,707	$1.46M	0.37%	–	–
CSat Investment Advisory, L.P.	3,957	$1.47M	1.24%	–	–
Hunter Associates Investment Management LLC	3,975	$1.48M	0.34%	–	–
Constitution Capital LLC	3,994	$1.49M	0.98%	–	–
Sequoia Financial Advisors, LLC	3,996	$1.49M	0.06%	–	–
Harvey Investment Co LLC	4,000	$1.49M	0.21%	–	–
Viking Fund Management LLC	4,000	$1.49M	0.44%	–	–
Mitsubishi UFJ Asset Management (UK) Ltd.	4,000	$1.49M	0.66%	–	–
Lavaca Capital LLC	4,002	$1.49M	0.86%	–	–
Bell Bank	4,008	$1.49M	0.21%	–	–
First Horizon Corp	4,025	$1.50M	0.14%	–	–
Country Club Trust Company, n.a.	4,024	$1.50M	0.14%	–	–
Bremer Bank National Association	4,044	$1.50M	0.34%	–	–
Berman Capital Advisors, LLC	4,059	$1.51M	0.32%	–	–
Red Cedar Capital, LLC	4,066	$1.51M	1.01%	–	–
Hoover Financial Advisors, Inc.	3,683	$1.52M	0.28%	–	–
Charles Schwab Trust Co	4,129	$1.52M	0.31%	–	–
Glen Eagle Advisors, LLC	4,076	$1.52M	0.53%	–	–
Walter & Keenan Financial Consulting Co	4,076	$1.52M	0.54%	–	–
Means Investment Co., Inc.	4,087	$1.52M	0.35%	–	–
Cypress Capital, LLC	4,084	$1.52M	0.62%	–	–
Berger Financial Group, Inc	4,091	$1.52M	0.33%	–	–
Independent Financial Group, LLC	4,109	$1.53M	0.20%	–	–
M&R Capital Management Inc	4,131	$1.54M	0.38%	–	–
Brookfield Asset Management Inc.	4,143	$1.54M	0.01%	–	–
Peachtree Investment Partners, LLC	4,147	$1.54M	0.89%	–	–
Westover Capital Advisors, LLC	4,152	$1.54M	0.53%	–	–
Sound View Wealth Advisors Group, LLC	4,157	$1.55M	0.36%	–	–
Leonteq Securities AG	4,163	$1.55M	0.11%	–	–
Gryphon Financial Partners LLC	4,169	$1.55M	0.37%	–	–
MidWestOne Financial Group, Inc.	4,176	$1.55M	0.38%	–	–
Ifrah Financial Services, Inc.	4,180	$1.55M	0.47%	–	–
Creegan & Nassoura Financial Group, LLC	4,185	$1.56M	1.39%	–	–
Strategic Investment Advisors	4,187	$1.56M	0.40%	–	–
Heartland Bank & Trust Co	4,188	$1.56M	1.42%	–	–
Clear Street Markets LLC	4,200	$1.56M	0.46%	–	–
WP Advisors, LLC	4,215	$1.57M	0.68%	–	–
Columbia Trust Co 01012016	4,218	$1.57M	0.97%	–	–
Suncoast Equity Management	4,240	$1.58M	0.23%	–	–
Orrstown Financial Services Inc	4,314	$1.58M	2.24%	–	–
Washburn Capital Management, Inc.	4,258	$1.58M	1.07%	–	–
Warren Averett Asset Management, LLC	3,885	$1.59M	0.16%	–	–
Toroso Investments, LLC	4,317	$1.61M	0.08%	–	–
Manchester Capital Management LLC	4,338	$1.61M	0.24%	–	–
ARGI Investment Services, LLC	4,345	$1.62M	0.06%	–	–
Nomura Holdings Inc	4,374	$1.62M	0.01%	–	–
Arete Wealth Advisors, LLC	4,362	$1.62M	0.21%	–	–
Financial Advisory Service, Inc.	4,370	$1.63M	0.17%	–	–
Joel Isaacson & Co., LLC	4,375	$1.63M	0.14%	–	–
Beacon Financial Group	4,595	$1.63M	0.26%	–	–
Griffin Asset Management, Inc.	4,394	$1.64M	0.21%	–	–
Groesbeck Investment Management Corp	4,403	$1.64M	2.36%	–	–
DFPG Investments, LLC	4,465	$1.65M	0.71%	–	–
Dakota Wealth Management	4,464	$1.66M	0.22%	–	–
QP Wealth Management, LLC	4,463	$1.66M	1.81%	–	–
Royal Fund Management, LLC	4,467	$1.66M	0.30%	–	–
SkyView Investment Advisors, LLC	4,480	$1.67M	0.74%	–	–
SRB Corp	4,483	$1.67M	0.11%	–	–
Ami Investment Management Inc	4,487	$1.67M	0.72%	–	–
River Wealth Advisors LLC	4,486	$1.67M	0.31%	–	–
Meristem Family Wealth, LLC	4,497	$1.67M	0.34%	–	–
Waycross Partners, LLC	4,500	$1.67M	0.93%	–	–
Certified Advisory Corp	4,502	$1.68M	0.43%	–	–
Lineweaver Wealth Advisors, LLC	4,524	$1.68M	0.60%	–	–
Interchange Capital Partners, LLC	3,777	$1.69M	0.91%	–	–
Western Wealth Management, LLC	4,531	$1.69M	0.23%	–	–
First Horizon Advisors, Inc.	4,541	$1.69M	0.10%	–	–
WD Rutherford LLC	4,545	$1.69M	1.05%	–	–
BDO Wealth Advisors, LLC	4,550	$1.69M	0.20%	–	–
Avantax Planning Partners, Inc.	4,553	$1.69M	0.09%	–	–