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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
Access Financial Services, Inc.750$279.0K0.13%––
Benedict Financial Advisors Inc756$281.0K0.08%––
BFT Financial Group, LLC754$281.0K0.08%––
Probity Advisors, Inc.756$281.0K0.06%––
ERTS Wealth Advisors, LLC758$282.0K0.08%––
PFG Private Wealth Management, LLC758$282.0K0.19%––
SignalPoint Asset Management, LLC762$284.0K0.10%––
Orgel Wealth Management, LLC764$284.0K0.04%––
Parcion Private Wealth LLC763$284.0K0.03%––
Steel Peak Wealth Management LLC763$284.0K0.02%––
Northstar Group, Inc.765$285.0K0.08%––
Stonebridge Financial Planning Group, LLC757$285.0K0.17%––
Curated Wealth Partners LLC768$286.0K0.18%––
Evanson Asset Management, LLC772$287.0K0.04%––
Flaharty Asset Management, LLC775$288.0K0.07%––
Delta Investment Management, LLC774$288.0K0.09%––
Jag Capital Management, LLC778$289.0K0.03%––
Fortem Financial Group, LLC776$289.0K0.17%––
Webster Bank, N. A.780$290.0K0.03%––
Fortis Advisors, LLC780$290.0K0.21%––
Blue Square Asset Management, LLC780$290.0K0.19%––
Waters Parkerson & Co., LLC782$291.0K0.02%––
Paradigm, Strategies in Wealth Management, LLC781$291.0K0.28%––
Resource Management, LLC785$292.0K0.04%––
TD Ameritrade Investment Management, LLC837$294.0K0.00%––
CWS Financial Advisors, LLC789$294.0K0.13%––
Trellis Advisors, LLC796$296.0K0.17%––
American Financial Advisors, LLC798$297.0K0.04%––
C M Bidwell & Associates Ltd802$298.0K0.22%––
Lantz Financial LLC802$298.0K0.17%––
Kavar Capital Partners Group, LLC800$298.0K0.08%––
Ridgecrest Wealth Partners, LLC806$300.0K0.29%––
Frank, Rimerman Advisors LLC808$300.6K0.13%––
Noesis Capital Mangement Corp808$301.0K0.07%––
Chickasaw Capital Management LLC810$301.0K0.02%––
Coastal Bridge Advisors, LLC811$302.0K0.06%––
55I, LLC811$302.0K0.02%––
Element Wealth, LLC811$302.0K0.25%––
North Star Investment Management Corp.818$304.0K0.03%––
Beck Bode, LLC822$306.0K0.09%––
Regal Wealth Group, Inc.827$308.0K0.18%––
Altus Wealth Group LLC749$308.0K0.31%––
Stelac Advisory Services LLC841$313.0K0.12%––
Steigerwald, Gordon & Koch Inc.842$313.0K0.06%––
Clare Market Investments LLC841$313.1K0.12%––
Alpha Omega Wealth Management LLC845$314.0K0.05%––
Satovsky Asset Management LLC846$315.0K0.28%––
Summit Trail Advisors, LLC852$317.0K0.03%––
IPG Investment Advisors LLC856$318.5K0.06%––
Gould Asset Management LLC858$319.0K0.10%––
Charter Oak Capital Management, LLC858$319.0K0.04%––
Summit Financial Group Inc862$320.0K0.13%––
Redwood Investments, LLC859$320.0K0.03%––
Private Ocean, LLC862$321.0K0.06%––
BCJ Capital Management, LLC862$321.0K0.04%––
Lenox Wealth Advisors, LLC876$326.0K0.04%––
Mascoma Wealth Management LLC875$326.0K0.14%––
Aviance Capital Partners, LLC882$328.0K0.06%––
HHM Wealth Advisors, LLC881$328.0K0.10%––
Global Financial Private Client, LLC896$328.9K0.24%––
Capital Investment Services of America, Inc.885$329.0K0.03%––
Avenue 1 Advisors, LLC885$329.0K0.21%––
Barber Financial Group, Inc.886$330.0K0.05%––
Chicago Capital, LLC890$331.0K0.01%––
Stephenson National Bank & Trust895$333.0K0.23%––
Bedel Financial Consulting, Inc.896$333.0K0.13%––
Sonata Capital Group Inc898$334.0K0.16%––
Columbia Asset Management898$334.0K0.06%––
One + One Wealth Management, LLC897$334.0K0.26%––
McRae Capital Management Inc900$335.0K0.08%––
Enlightenment Research, LLC900$335.0K0.40%––
RGT Wealth Advisors, LLC902$336.0K0.07%––
Philadelphia Trust Co906$337.0K0.03%––
SkyOak Wealth, LLC860$339.0K0.09%––
360 Financial, Inc.915$340.0K0.19%––
Ellsworth Advisors, LLC913$340.0K0.20%––
Crumly & Associates Inc.917$341.0K0.20%––
Guyasuta Investment Advisors Inc920$342.0K0.03%––
CVA Family Office, LLC920$342.0K0.13%––
Veriti Management LLC922$343.0K0.09%––
Farmers Trust Co924$344.0K0.08%––
Requisite Capital Management, LLC930$346.0K0.08%––
Roman Butler Fullerton & Co893$348.0K0.17%––
Lombard Odier Asset Management (Europe) Ltd937$349.0K0.02%––
Brooks, Moore & Associates, Inc.937$349.0K0.24%––
Red Wave Investments LLC942$350.0K0.14%––
Van Strum & Towne Inc.945$352.0K0.18%––
Reilly Herbert Faulkner III945$352.0K0.11%––
Smith Anglin Financial, LLC952$354.0K0.08%––
Lederer & Associates Investment Counsel955$355.3K0.25%––
Brewin Dolphin Ltd958$356.4K0.02%––
Clarity Financial LLC960$357.0K0.07%––
First United Bank Trust963$358.0K0.15%––
Quadrant Private Wealth Management, LLC962$358.0K0.16%––
DCM Advisors, LLC963$358.0K0.21%––
Crestwood Advisors Group LLC964$359.0K0.01%––
Continuum Advisory, LLC924$360.0K0.15%––
Clarus Group, Inc.987$361.0K0.30%––
Peoples Bank976$363.0K0.20%––
Vigilare Wealth Management975$363.0K0.26%––