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
Arthur M. Cohen & Associates, LLC	4,556	$1.70M	0.39%	–	–
Cape Ann Savings Bank	4,574	$1.70M	1.21%	–	–
Y-Intercept (Hong Kong) Ltd	4,557	$1.70M	0.46%	–	–
Fukoku Mutual Life Insurance Co	4,580	$1.70M	0.16%	–	–
Liberty One Investment Management, LLC	4,589	$1.71M	0.30%	–	–
Wintrust Investments LLC	4,597	$1.71M	0.18%	–	–
Cito Capital Group, LLC	4,600	$1.71M	0.84%	–	–
Keudell/Morrison Wealth Management	4,621	$1.72M	1.00%	–	–
Bogart Wealth, LLC	4,630	$1.72M	0.24%	–	–
Ashburton (Jersey) Ltd	4,640	$1.73M	0.88%	–	–
Westbourne Investment Advisors, Inc.	4,650	$1.73M	0.86%	–	–
Pinnacle Wealth Planning Services, Inc.	4,659	$1.73M	0.45%	–	–
McDonald Partners LLC	4,665	$1.74M	0.45%	–	–
Alaethes Wealth LLC	4,669	$1.74M	1.61%	–	–
AIA Group Ltd	4,674	$1.74M	0.25%	–	–
Optas, LLC	4,680	$1.74M	0.55%	–	–
Affiance Financial, LLC	4,685	$1.74M	0.78%	–	–
Great Diamond Partners, LLC	4,731	$1.76M	0.54%	–	–
Highland Private Wealth Management	4,734	$1.76M	0.29%	–	–
Bay Rivers Group	4,740	$1.76M	1.37%	–	–
Ellis Investment Partners, LLC	4,746	$1.77M	0.49%	–	–
Peloton Wealth Strategists	4,750	$1.77M	0.83%	–	–
Rothschild Investment Corp	4,783	$1.78M	0.15%	–	–
Towarzystwo Funduszy Inwestycyjnych Pzu SA	4,805	$1.79M	2.60%	–	–
Bluestein R H & Co	4,817	$1.79M	0.08%	–	–
Insight Wealth Strategies, LLC	4,819	$1.79M	0.24%	–	–
Cannell Peter B & Co Inc	4,823	$1.79M	0.06%	–	–
JNBA Financial Advisors	4,832	$1.80M	0.26%	–	–
First Pacific Advisors, LP	4,840	$1.80M	0.02%	–	–
Procyon Private Wealth Partners, LLC	4,860	$1.81M	0.83%	–	–
Compton Capital Management Inc	4,865	$1.81M	0.57%	–	–
Mirabella Financial Services LLP	4,865	$1.81M	0.57%	–	–
SRN Advisors, LLC	4,866	$1.81M	0.65%	–	–
Hudson Canyon Capital Management	4,869	$1.81M	1.42%	–	–
SWS Partners	4,871	$1.81M	1.25%	–	–
Capital City Trust Co	4,877	$1.81M	0.58%	–	–
Frisch Financial Group, Inc.	4,886	$1.82M	0.61%	–	–
Sepio Capital, LP	4,904	$1.82M	0.17%	–	–
HawsGoodwin Investment Management LLC	4,910	$1.83M	0.58%	–	–
Personal Cfo Solutions, LLC	4,931	$1.83M	0.40%	–	–
Circle Wealth Management, LLC	4,934	$1.84M	0.29%	–	–
Coastal Investment Advisors, Inc.	4,969	$1.85M	0.49%	–	–
Gofen & Glossberg LLC	4,976	$1.85M	0.05%	–	–
Eads & Heald Wealth Management	4,981	$1.85M	0.95%	–	–
Abbrea Capital, LLC	4,979	$1.85M	0.31%	–	–
SeaCrest Wealth Management, LLC	4,980	$1.85M	0.25%	–	–
Allworth Financial LP	4,990	$1.86M	0.04%	–	–
Flagship Harbor Advisors, LLC	4,994	$1.86M	0.21%	–	–
Kerrisdale Advisers, LLC	5,000	$1.86M	0.14%	–	–
Arkadios Wealth Advisors	5,004	$1.86M	0.31%	–	–
Intact Investment Management Inc.	5,000	$1.86M	0.06%	–	–
Capital Asset Advisory Services LLC	5,012	$1.86M	0.28%	–	–
Red Cedar Investment Management, LLC	5,013	$1.86M	0.24%	–	–
Cottage Street Advisors LLC	5,021	$1.87M	1.23%	–	–
Founders Financial Securities LLC	5,023	$1.87M	0.43%	–	–
Fort, L.P.	5,055	$1.88M	0.53%	–	–
Brown Advisory Securities, LLC	5,069	$1.89M	0.32%	–	–
Eqis Capital Management, Inc.	5,076	$1.89M	0.15%	–	–
Dempze Nancy E	5,081	$1.89M	1.67%	–	–
Ingalls & Snyder LLC	5,086	$1.89M	0.09%	–	–
WealthStone, Inc.	5,086	$1.89M	0.66%	–	–
Kistler-Tiffany Companies, LLC	5,087	$1.89M	0.49%	–	–
Windsor Group LTD	5,095	$1.90M	0.45%	–	–
Moser Wealth Advisors, LLC	5,105	$1.90M	1.33%	–	–
WSFS Capital Management, LLC	5,111	$1.90M	0.93%	–	–
Heritage Wealth Management, LLC	5,165	$1.92M	1.08%	–	–
Malaga Cove Capital, LLC	5,165	$1.93M	0.82%	–	–
Brown Miller Wealth Management, LLC	5,184	$1.93M	1.36%	–	–
TriaGen Wealth Management LLC	5,195	$1.93M	1.11%	–	–
Advisor OS, LLC	5,203	$1.94M	0.44%	–	–
Renasant Bank	5,218	$1.94M	1.56%	–	–
Altavista Wealth Management, Inc.	5,244	$1.95M	0.48%	–	–
Harvest Fund Management Co., Ltd	5,218	$1.95M	0.19%	–	–
Amica Retiree Medical Trust	5,257	$1.96M	1.32%	–	–
Bigelow Investment Advisors, LLC	5,268	$1.96M	0.99%	–	–
Sugarloaf Wealth Management, LLC	5,273	$1.96M	0.59%	–	–
Somerset Trust Co	5,281	$1.96M	0.85%	–	–
Triangle Securities Wealth Management	5,306	$1.97M	0.71%	–	–
Northeast Financial Group, Inc.	5,316	$1.98M	1.31%	–	–
Sunbelt Securities, Inc.	5,328	$1.98M	0.39%	–	–
Occidental Asset Management, LLC	5,326	$1.98M	0.59%	–	–
Stokes Family Office, LLC	5,342	$1.99M	0.31%	–	–
Beaumont Financial Partners, LLC	5,363	$2.00M	0.17%	–	–
Menard Financial Group LLC	5,369	$2.00M	2.15%	–	–
International Assets Investment Management, LLC	5,540	$2.01M	0.19%	–	–
Smithfield Trust Co	5,403	$2.01M	0.14%	–	–
Brighton Jones LLC	5,413	$2.01M	0.12%	–	–
Kovack Advisors, Inc.	5,415	$2.02M	0.26%	–	–
South State Corp.	5,425	$2.02M	0.19%	–	–
Valeo Financial Advisors, LLC	5,430	$2.02M	0.09%	–	–
Standard Family Office LLC	5,460	$2.03M	0.48%	–	–
Northside Capital Management, LLC	5,469	$2.04M	0.56%	–	–
Notis-McConarty Edward	5,482	$2.04M	0.79%	–	–
Van Den Berg Management I, Inc	5,516	$2.05M	0.45%	–	–
E&G Advisors, LP	5,544	$2.06M	0.60%	–	–
Sawtooth Solutions, LLC	5,551	$2.06M	0.45%	–	–
TrimTabs Asset Management, LLC	5,512	$2.08M	1.06%	–	–
J.W. Cole Advisors, Inc.	5,584	$2.08M	0.20%	–	–
Spouting Rock Asset Management, LLC	5,621	$2.09M	0.65%	–	–
Cim Investment Mangement Inc	5,622	$2.09M	0.66%	–	–