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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
Pacific Edge Advisors, LLC1,222$455.0K0.22%––
First Heartland Consultants, Inc.1,228$457.0K0.07%––
Element Pointe Advisors, LLC1,229$457.0K0.15%––
Krane Funds Advisors LLC1,230$458.0K0.02%––
Perennial Investment Advisors, LLC1,230$458.0K0.18%––
White Pine Capital LLC1,240$461.0K0.15%––
Sandbox Financial Partners, LLC1,269$462.0K0.38%––
LBMC Investment Advisors, LLC1,255$467.0K0.05%––
Cornerstone Wealth Management, LLC1,254$467.0K0.06%––
BEAM Asset Management, LLC1,257$468.0K0.42%––
Summit Place Financial Advisors, LLC1,260$469.0K0.38%––
New York Life Investments Alternatives1,260$469.0K0.33%––
Winthrop Advisory Group LLC1,263$470.0K0.12%––
Baker Ellis Asset Management LLC1,269$472.0K0.10%––
Aldebaran Financial Inc.1,270$473.0K0.45%––
Lesa Sroufe & Co1,270$473.0K0.53%––
Cabot Wealth Management Inc1,273$474.0K0.07%––
Strategy Asset Managers LLC1,277$474.0K0.11%––
Capstone Investment Advisors, LLC1,273$474.0K0.01%––
Fortis Capital Management LLC1,276$475.0K0.27%––
Alhambra Investment Partners LLC1,277$475.0K0.38%––
Waratah Capital Advisors Ltd.1,286$478.0K0.03%––
Country Trust Bank1,288$479.0K0.02%––
Pathway Financial Advisors LLC1,171$479.0K0.19%––
Chelsea Counsel Co1,294$481.0K0.24%––
Fernwood Investment Management, LLC1,293$481.0K0.18%––
WealthBridge Capital Management, LLC1,297$483.0K0.20%––
Armbruster Capital Management, Inc.1,300$484.0K0.14%––
TCG Advisory Services, LLC1,304$485.0K0.14%––
PrairieView Partners, LLC1,309$487.0K0.08%––
Merit Financial Group, LLC1,312$488.0K0.05%––
Bank Ozk1,320$491.0K0.23%––
Integrated Investment Consultants, LLC1,321$492.0K0.17%––
ETF Managers Group, LLC1,323$494.0K0.01%––
Farmers National Bank1,330$494.9K0.19%––
Anchor Capital Advisors LLC1,333$496.0K0.01%––
Buckhead Capital Management LLC1,334$496.0K0.12%––
CFM Wealth Partners LLC1,332$496.0K0.15%––
ACG Wealth1,336$497.0K0.07%––
SFMG, LLC1,338$498.0K0.06%––
Iron Horse Wealth Management, LLC1,344$500.0K0.37%––
Humankind Investments LLC1,347$501.0K0.29%––
Cable Hill Partners, LLC1,350$502.0K0.14%––
Navellier & Associates Inc1,358$505.0K0.09%––
Magnolia Capital Advisors LLC1,357$505.0K1.00%––
Investors Asset Management of Georgia Inc1,365$508.0K0.29%––
Samalin Investment Counsel, LLC1,366$508.0K0.34%––
Dimension Capital Management LLC1,369$510.0K0.12%––
1st Source Bank1,373$511.0K0.03%––
Sunburst Financial Group, LLC1,375$512.0K0.36%––
Sanders Morris Harris LLC1,400$513.0K0.11%––
Winfield Associates, Inc.1,378$513.0K0.21%––
LVW Advisors, LLC1,381$514.0K0.10%––
Northwest Wealth Management, LLC1,383$515.0K0.32%––
Northeast Investment Management1,387$516.0K0.03%––
Dixon Hubard Feinour & Brown Inc1,390$517.0K0.12%––
Adviser Investments LLC1,389$517.0K0.04%––
Capstone Financial Advisors, Inc.1,398$520.0K0.05%––
Wealth Alliance Advisory Group, LLC1,401$521.0K0.27%––
Reston Wealth Management LLC1,403$522.0K0.27%––
Benin Management CORP1,409$524.0K0.19%––
Eidelman Virant Capital1,425$528.0K0.21%––
Modera Wealth Management, LLC1,420$528.0K0.03%––
Visionary Wealth Advisors1,420$528.0K0.06%––
Marotta Asset Management1,443$529.7K0.14%––
InterOcean Capital Group, LLC1,427$531.0K0.03%––
Formidable Asset Management, LLC1,435$533.0K0.12%––
Graypoint LLC1,433$533.0K0.08%––
Trust Co1,434$534.0K0.38%––
Brightworth1,435$534.0K0.05%––
BCK Partners, Inc.1,342$535.0K0.38%––
Hellman Jordan Management Co Inc1,446$538.0K0.78%––
Hartline Investment Corp1,449$539.0K0.08%––
DSC Advisors, L.P.1,449$539.0K0.44%––
Winton Group Ltd1,448$539.0K0.03%––
Latitude Advisors, LLC1,450$540.0K0.44%––
Bingham Osborn & Scarborough LLC1,455$541.0K0.04%––
Chicago Partners Investment Group LLC1,368$541.0K0.04%––
Arcus Capital Partners, LLC1,458$543.0K0.04%––
Monumental Financial Group Inc.1,462$544.0K0.52%––
Bank of Stockton1,467$545.0K0.18%––
Lindbrook Capital, LLC1,473$548.0K0.13%––
Aaron Wealth Advisors1,474$548.0K0.20%––
Alterity Financial Group, LLC1,076$549.0K0.67%––
RiverGlades Family Offices LLC1,480$551.0K0.45%––
Farr Miller & Washington LLC1,483$552.0K0.04%––
Signature Estate & Investment Advisors LLC1,486$553.0K0.03%––
WealthPLAN Partners, LLC1,357$558.0K0.04%––
Wolff Wiese Magana LLC1,507$560.0K0.44%––
Centaurus Financial, Inc.1,510$562.0K0.06%––
Krilogy Financial LLC1,510$562.0K0.06%––
Investors Financial Group, LLC1,511$562.0K0.33%––
Larson Financial Group LLC1,513$563.0K0.17%––
Burke & Herbert Bank & Trust Co1,515$564.0K0.39%––
Secure Asset Management, LLC1,516$564.0K0.31%––
Marquette Asset Management, LLC1,524$567.0K0.14%––
Insight Advisors, LLC1,422$567.0K0.18%––
Titus Wealth Management1,528$569.0K0.33%––
Pzena Investment Management LLC1,535$571.0K0.00%––
Successful Portfolios LLC1,535$571.0K0.38%––