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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
First American Trust, FSB982$365.0K0.06%––
First Command Bank983$365.0K0.08%––
First Command Financial Services, Inc.983$365.0K0.08%––
Citizens & Northern Corp985$366.0K0.14%––
Mosaic Family Wealth, LLC986$367.0K0.11%––
Holistic Financial Partners989$368.0K0.24%––
Rathbone Brothers plc991$369.0K0.00%––
Patriot Investment Management Inc.997$370.0K0.04%––
Vista Wealth Management Group, LLC995$370.0K0.17%––
Linscomb & Williams, Inc.998$371.0K0.02%––
Stonebridge Capital Management Inc1,000$372.0K0.14%––
Fagan Associates, Inc.1,000$372.0K0.09%––
Quinn Opportunity Partners LLC1,000$372.0K0.02%––
AtlasMark Financial, Inc1,000$372.1K0.52%––
Austin Private Wealth, LLC1,002$373.0K0.10%––
Wharton Business Group, LLC1,004$374.0K0.03%––
Hengehold Capital Management LLC1,004$374.0K0.05%––
Strategic Family Wealth Counselors, L.L.C.1,008$375.0K0.14%––
First National Bank of Hutchinson1,011$376.0K0.19%––
Financial Consulate, Inc1,010$376.0K0.15%––
SOA Wealth Advisors, LLC.1,012$376.0K0.11%––
BT Wealth Management LLC1,016$378.0K0.13%––
Laffer Tengler Investments1,016$378.0K0.14%––
MEMBERS Trust Co1,019$379.0K0.01%––
Spectrum Asset Management, Inc. (NB/CA)1,024$381.0K0.12%––
Stockman Wealth Management, Inc.1,026$382.0K0.11%––
Quantitative Value Technologies, LLC1,029$382.0K0.82%––
Harbor Financial Services, LLC1,029$383.0K0.18%––
Stillwater Investment Management, LLC1,029$383.0K0.11%––
Staley Capital Advisers Inc1,039$387.0K0.02%––
Financial Architects, Inc1,040$387.0K0.06%––
Golden State Equity Partners1,040$387.0K0.22%––
Woodstock Corp1,045$389.0K0.05%––
Campbell & CO Investment Adviser LLC1,045$389.0K0.24%––
Univest Financial Corp1,048$390.0K0.11%––
Laird Norton Trust Company, LLC1,109$390.0K0.04%––
Fairview Capital Investment Management, LLC1,050$390.0K0.01%––
GeoWealth Management, LLC1,045$390.0K0.06%––
Creative Financial Designs Inc1,052$391.0K0.08%––
AlphaCrest Capital Management LLC1,052$391.0K0.02%––
Bangor Savings Bank1,055$393.0K0.05%––
Palisades Hudson Asset Management, L.P.1,057$393.0K0.19%––
Full Sail Capital, LLC1,085$395.0K0.04%––
MTM Investment Management, LLC1,061$395.0K0.22%––
New Jersey Better Educational Savings Trust1,063$396.0K0.87%––
Kingfisher Capital LLC1,079$401.0K0.11%––
Concord Wealth Partners1,077$401.0K0.14%––
KG&L Capital Management,LLC1,082$403.0K0.20%––
Veracity Capital LLC1,083$403.0K0.19%––
Paragon Capital Management Ltd1,085$404.0K0.21%––
First Financial Corp1,086$405.0K0.28%––
MONECO Advisors, LLC1,087$405.0K0.20%––
Deroy & Devereaux Private Investment Counsel Inc1,090$406.0K0.03%––
First National Bank of South Miami1,094$407.0K0.31%––
Invst, LLC1,020$407.0K0.07%––
Grace Capital1,100$409.0K0.26%––
JS Capital Management LLC1,100$409.0K0.02%––
Center for Financial Planning, Inc.1,099$409.0K0.11%––
Guardian Wealth Advisors, LLC1,103$410.0K0.38%––
Howland Capital Management LLC1,104$411.0K0.02%––
AllSquare Wealth Management LLC1,108$412.0K0.26%––
MV Capital Management, Inc.1,109$413.0K0.08%––
ETF Portfolio Partners, Inc.1,109$413.0K0.18%––
West Paces Advisors Inc.1,118$416.0K0.17%––
Thomasville National Bank1,667$416.0K0.08%––
Private Asset Management Inc1,120$417.0K0.06%––
Wedgewood Investors Inc1,120$417.0K0.52%––
First Citizens Financial Corp1,123$418.0K0.34%––
BCS Wealth Management1,132$421.0K0.20%––
Hemington Wealth Management1,138$423.0K0.18%––
WMS Partners, LLC1,139$424.0K0.10%––
Good Life Advisors, LLC1,142$424.0K0.09%––
Gables Capital Management Inc.1,140$424.0K0.23%––
Towerpoint Wealth, LLC1,142$425.0K0.20%––
Dillon & Associates Inc1,144$426.0K0.09%––
Aveo Capital Partners, LLC1,146$426.0K0.11%––
Old Port Advisors1,146$426.0K0.17%––
Alliance Wealth Advisors, LLC1,144$426.0K0.42%––
Drexel Morgan & Co.1,151$428.0K0.11%––
Hoylecohen, LLC1,149$428.0K0.04%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.1,160$432.0K0.09%––
Jacobi Capital Management LLC1,163$433.0K0.06%––
Lebenthal Global Advisors, LLC1,164$433.0K0.27%––
TCI Wealth Advisors, Inc.1,169$435.0K0.20%––
Telos Capital Management, Inc.1,175$437.0K0.06%––
Kalos Management, Inc.1,064$438.0K0.14%––
Asset Management Group, Inc.1,179$439.0K0.10%––
Baldwin Brothers Inc1,186$441.0K0.05%––
Fort Point Capital Partners LLC1,186$441.0K0.10%––
ICW Investment Advisors LLC1,184$441.0K0.30%––
New England Asset Management Inc1,200$446.0K0.01%––
Saturna Capital CORP1,200$446.0K0.01%––
Sovereign Financial Group, Inc.1,203$448.0K0.28%––
Security National Trust Co1,210$450.0K0.11%––
Soltis Investment Advisors LLC1,209$450.0K0.08%––
Assenagon Asset Management S.A.1,214$452.0K0.00%––
Corbett Road Capital Management, LLC1,215$452.0K0.67%––
Curi Capital1,219$453.0K0.29%––
Beck Mack & Oliver LLC1,221$454.0K0.01%––
Tower Wealth Partners, Inc.1,220$454.0K0.59%––