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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
Sharkey, Howes & Javer595$221.0K0.07%––
Clarus Wealth Advisors588$221.0K0.14%––
Americana Partners, LLC906$221.0K0.14%––
Round Table Services, LLC597$222.0K0.05%––
Greatmark Investment Partners, Inc.596$222.0K0.04%––
Ironsides Asset Advisors, LLC600$223.0K0.07%––
Kelman-Lazarov, Inc.600$223.0K0.08%––
Beaton Management Co. Inc.600$223.0K0.15%––
Sittner & Nelson, LLC599$223.0K0.17%––
Schaper Benz & Wise Investment Counsel Inc601$224.0K0.02%––
Twin Focus Capital Partners, LLC603$224.0K0.06%––
Physicians Financial Services, Inc.601$224.0K0.10%––
Clark Financial Advisors603$224.0K0.23%––
CapWealth Advisors, LLC605$225.0K0.03%––
Alley Co LLC605$225.0K0.04%––
Founders Capital Management605$225.0K0.16%––
Legacy Advisors, LLC606$225.0K0.10%––
Investment Management Associates Inc608$226.0K0.13%––
Marino, Stram & Associates LLC608$226.0K0.09%––
Acima Private Wealth, LLC607$226.0K0.11%––
RWM Asset Management, LLC608$226.0K0.05%––
Security National Bank of So Dak611$227.0K0.19%––
Indiana Trust & Investment Management CO609$227.0K0.12%––
Hodges Capital Management Inc.616$229.0K0.03%––
Forte Capital LLC617$230.0K0.04%––
Congress Park Capital LLC617$230.0K0.13%––
Capital Financial Planning, LLC618$230.0K0.10%––
Bernardo Wealth Planning LLC619$230.0K0.15%––
Zuckerman Investment Group, LLC621$231.0K0.04%––
Cooper Financial Group621$231.0K0.05%––
Wiley Bros.-Aintree Capital, LLC626$233.0K0.17%––
First Personal Financial Services625$233.0K0.06%––
Diamant Asset Management, Inc.630$234.0K0.21%––
Acorn Financial Advisory Services Inc633$236.0K0.09%––
Black Diamond Financial, LLC637$237.0K0.10%––
Courier Capital LLC640$238.0K0.02%––
Pineno Levin & Ford Asset Management, Inc.639$238.0K0.08%––
Lake Street Financial LLC639$238.0K0.07%––
Lee Danner & Bass Inc643$239.0K0.02%––
First Washington CORP642$239.0K0.09%––
Cheviot Value Management, LLC646$240.0K0.07%––
Summit Asset Management, LLC649$241.0K0.08%––
High Pointe Capital Management LLC650$242.0K0.21%––
Axiom Investment Management LLC647$242.0K0.20%––
Concentric Wealth Management, LLC650$242.0K0.08%––
Treybourne Wealth Planners, Inc.654$243.0K0.17%––
Beech Hill Advisors, Inc.656$244.0K0.10%––
Relyea Zuckerberg Hanson LLC619$244.0K0.11%––
GenTrust, LLC660$245.0K0.02%––
Family Management Corp660$246.0K0.08%––
VeraBank, N.A.660$246.0K0.16%––
Indie Asset Partners, LLC665$247.0K0.28%––
Column Capital Advisors, LLC667$248.0K0.06%––
Summit Global Investments670$249.0K0.02%––
Crestone Asset Management LLC669$249.0K0.06%––
NFP Retirement, Inc.671$249.5K0.11%––
Barry Investment Advisors, LLC673$250.0K0.07%––
Intercontinental Wealth Advisors, LLC671$250.0K0.05%––
Shilanski & Associates, Inc.672$250.0K0.13%––
Financial Planning & Information Services, Inc.678$252.0K0.08%––
WC Walker & Associates, Inc.693$252.0K0.14%––
Moseley Investment Management Inc681$253.0K0.14%––
Pavion Blue Capital, LLC682$254.0K0.17%––
Wendell David Associates Inc692$257.0K0.03%––
Matrix Private Capital Group LLC691$257.0K0.15%––
BHK Investment Advisors, LLC735$258.0K0.12%––
Pin Oak Investment Advisors Inc697$259.0K0.22%––
Gerber Kawasaki Wealth & Investment Management697$259.0K0.03%––
StrategIQ Financial Group, LLC700$260.0K0.05%––
Tfo-TDC, LLC700$260.0K0.08%––
Curran Financial Partners, LLC705$262.0K0.19%––
Prio Wealth Limited Partnership708$263.0K0.01%––
Jackson Hole Capital Partners, LLC708$263.0K0.11%––
Benchmark Wealth Management, LLC708$264.0K0.20%––
Bickling Financial Services, Inc.709$264.0K0.13%––
Chase Investment Counsel Corp714$265.0K0.12%––
Jones Financial Companies LLLP711$265.0K0.00%––
Paragon Capital Management LLC666$267.0K0.13%––
Pendal Group Limited717$267.0K0.00%––
Monument Capital Management718$267.0K0.11%––
Howard Wealth Management, LLC720$267.0K0.16%––
Centerpoint Advisors, LLC722$269.0K0.16%––
Innovative Portfolios LLC722$269.0K2.18%––
Yorktown Management & Research Co Inc725$270.0K0.22%––
Beta Wealth Group, Inc.728$271.0K0.20%––
LVZ Advisors, Inc.735$273.0K0.04%––
Cardan Capital Partners, LLC733$273.0K0.03%––
First Bank & Trust737$274.0K0.14%––
Boston Research & Management Inc740$275.0K0.09%––
Corundum Group, Inc.739$275.0K0.21%––
Main Street Research LLC743$276.0K0.03%––
Hayden Royal, LLC743$276.0K0.16%––
Blue Zone Wealth Advisors, LLC741$276.0K0.12%––
Baystate Wealth Management LLC744$277.0K0.03%––
Signet Financial Management, LLC744$277.0K0.05%––
Bruderman Asset Management, LLC744$277.0K0.08%––
Klingman & Associates, LLC745$277.0K0.03%––
Athanor Capital, LP745$277.0K0.01%––
Aspen Investment Management Inc748$278.0K0.16%––
Matisse Capital750$279.0K0.08%––