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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; 3,395 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
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: 3,395 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 20263,395$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
Abundance Wealth Counselors200$74.0K0.02%––
Resolute Partners Group248$74.0K0.01%––
Mine & Arao Wealth Creation & Management, LLC.200$74.0K0.05%––
CenterStar Asset Management, LLC–$76.0K0.11%––
Aspire Private Capital, LLC208$77.0K0.03%––
McIlrath & Eck, LLC209$78.0K0.03%––
Lowe Wealth Advisors, LLC215$80.0K0.04%––
Orion Capital Management LLC220$82.0K0.06%––
Norway Savings Bank222$83.0K0.04%––
Bellevue Asset Management, LLC222$83.0K0.05%––
Clearview Wealth Advisors LLC223$83.0K0.05%––
Thomas J. Herzfeld Advisors, Inc.225$84.0K0.04%––
Firestone Capital Management227$84.0K0.03%––
Kessler Investment Group, LLC232$86.0K0.11%––
Grant Street Asset Management, Inc.231$86.0K0.05%––
TD Capital Management LLC236$88.0K0.01%––
Meridian Wealth Partners, LLC252$94.0K0.03%––
Arlington Partners LLC261$97.0K0.04%––
Tompkins Financial Corp268$99.0K0.02%––
Winch Advisory Services, LLC268$100.0K0.04%––
TFC Financial Management282$105.0K0.04%––
Roth Financial Partners LLC292$109.0K0.09%––
Tradewinds Capital Management, LLC298$111.0K0.02%––
Your Advocates Ltd., LLP300$112.0K0.08%––
Well Done, LLC305$113.0K0.03%––
Burleson & Company, LLC302$113.0K0.02%––
Baron Financial Group, LLC305$113.5K0.08%––
Solstein Capital, LLC313$116.0K0.16%––
Human Investing LLC312$116.0K0.03%––
Savior LLC319$119.0K0.12%––
TSFG, LLC319$119.0K0.06%––
Sterling Investment Advisors, Ltd.322$120.0K0.04%––
Focused Wealth Management, Inc332$124.0K0.02%––
Rowland & Co Investment Counsel337$125.4K0.03%––
Sound Income Strategies, LLC338$125.7K0.02%––
Cordasco Financial Network346$129.0K0.09%––
AlphaCentric Advisors LLC350$130.0K0.04%––
Freedman Financial Associates, Inc.355$132.0K0.11%––
Capital Directions Investment Advisors, LLC368$137.0K0.04%––
Old Second National Bank of Aurora374$139.0K0.04%––
Hillsdale Investment Management Inc.390$145.0K0.01%––
Northwest Investment Counselors, LLC398$148.0K0.04%––
JJJ Advisors Inc.397$148.0K0.06%––
GVO Asset Management Ltd428$159.0K0.16%––
Versant Capital Management, Inc430$160.0K0.06%––
Aua Capital Management, LLC445$166.0K0.11%––
West Financial Advisors, LLC450$167.0K0.06%––
Laurel Wealth Advisors LLC462$172.0K0.04%––
Benjamin Edwards Inc468$174.0K0.13%––
Gemmer Asset Management LLC477$177.0K0.03%––
Farmers & Merchants Trust Co of Chambersburg PA475$177.0K0.13%––
RMR Wealth Builders479$178.0K0.05%––
Annapolis Financial Services, LLC478$178.0K0.07%––
Manchester Financial Inc486$181.0K0.08%––
Hills Bank & Trust Co486$181.0K0.03%––
Garde Capital, Inc.486$181.0K0.02%––
Financial Avengers, Inc.492$183.0K0.14%––
Atwood & Palmer Inc497$185.0K0.02%––
Cowen Prime Services LLC500$186.0K0.07%––
Archer Investment Corp507$188.6K0.08%––
Newbridge Financial Services Group, Inc.521$194.0K0.14%––
Evolution Wealth Advisors, LLC524$195.0K0.04%––
Rockbridge Investment Management, LCC527$196.0K0.04%––
Vantage Consulting Group Inc537$200.0K0.04%––
Ford Financial Group, LLC548$203.0K0.09%––
Salvus Wealth Management, LLC555$203.0K0.19%––
Guild Investment Management, Inc.550$205.0K0.22%––
HITE Hedge Asset Management LLC550$205.0K0.03%––
Advisory Alpha, LLC550$205.0K0.02%––
Poehling Capital Management, LLC550$205.0K0.07%––
Pacific Global Investment Management CO554$206.0K0.04%––
Brookmont Capital Management557$207.0K0.13%––
Sun Life Financial INC558$208.0K0.02%––
Wealthcare Capital Management LLC559$208.0K0.02%––
McGowan Group Asset Management, Inc.559$208.0K0.03%––
Day & Ennis, LLC567$211.0K0.08%––
Syverson Strege & Co571$212.0K0.22%––
Dougherty Wealth Advisers LLC571$212.0K0.32%––
Legacy Capital Wealth Partners, LLC571$212.0K0.09%––
Liberty Wealth Management LLC636$212.0K0.10%––
Cornerstone Wealth Group, LLC531$212.0K0.04%––
Kowal Investment Group, LLC569$212.0K0.09%––
Harvest Investment Services, LLC572$213.0K0.10%––
Abacus Wealth Partners, LLC573$213.3K0.15%––
Tarbox Family Office, Inc.574$214.0K0.04%––
Marshall Financial Group LLC575$214.0K0.13%––
Horizon Financial Services, LLC580$216.0K0.19%––
TRH Financial, LLC582$216.0K0.11%––
Briaud Financial Planning, Inc580$216.0K0.16%––
Raffa Wealth Management, LLC581$216.2K0.08%––
Teamwork Financial Advisors, LLC582$217.0K0.05%––
Family Firm, Inc.585$218.0K0.06%––
Ullmann Financial Group, Inc.587$218.0K0.10%––
Grant/GrossMendelsohn, LLC548$218.0K0.17%––
Rosenberg Matthew Hamilton587$218.0K0.12%––
Financial Synergies Wealth Advisors, Inc.588$218.8K0.03%––
StrongBox Wealth, LLC588$219.0K0.14%––
Prostatis Group LLC589$219.1K0.17%––
Oliver Luxxe Assets LLC590$220.0K0.07%––
AMJ Financial Wealth Management590$220.0K0.11%––