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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: 2,965 institutionsQ2 2022: 2,964 institutionsQ3 2022: 2,998 institutionsQ4 2022: 3,159 institutionsQ1 2023: 3,114 institutionsQ2 2023: 3,136 institutionsQ3 2023: 3,144 institutionsQ4 2023: 3,421 institutionsQ1 2024: 3,384 institutionsQ2 2024: 3,406 institutionsQ3 2024: 3,476 institutionsQ4 2024: 3,684 institutionsQ1 2025: 3,613 institutionsQ2 2025: 3,185 institutionsQ3 2025: 3,168 institutionsQ4 2025: 3,311 institutionsQ1 2026: 3,054 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 20263,054$202.4B
Q4 20253,311$248.2B
Q3 20253,168$253.5B
Q2 20253,185$241.1B
Q1 20253,613$424.3B
Q4 20243,684$409.5B
Q3 20243,476$474.6B
Q2 20243,406$411.9B
Q1 20243,384$398.9B
Q4 20233,421$428.0B
Q3 20233,144$407.5B
Q2 20233,136$388.4B
Q1 20233,114$383.6B
Q4 20223,159$434.2B
Q3 20222,998$413.5B
Q2 20222,964$422.0B
Q1 20222,965$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
BSW Wealth Partners1,537$572.0K0.17%––
Arvest Bank Trust Division1,541$573.0K0.03%––
Professional Planning1,544$574.0K0.28%––
Main Street Financial Solutions, LLC1,543$574.0K0.10%––
Vicus Capital1,545$575.0K0.07%––
Consolidated Planning Corp1,547$575.0K0.37%––
Birinyi Associates Inc1,550$577.0K0.22%––
Asset Management Corp1,551$577.0K0.40%––
WealthTrust Axiom LLC1,560$580.0K0.20%––
Texas Yale Capital Corp.1,568$583.0K0.04%––
One Capital Management, LLC1,572$584.0K0.06%––
Stratos Wealth Advisors, LLC1,576$586.0K0.06%––
Regent Peak Wealth Advisors LLC1,575$586.0K0.19%––
First Pacific Financial1,574$586.0K0.37%––
Crawford Investment Counsel Inc1,579$587.0K0.01%––
Keystone Financial Group1,580$588.0K0.11%––
Islay Capital Management, LLC1,580$588.0K0.49%––
Zeke Capital Advisors, LLC1,591$592.0K0.04%––
Covenant Multifamily Offices, LLC1,595$593.0K0.12%––
Glassman Wealth Services1,595$593.0K0.13%––
JSF Financial, LLC1,595$593.0K0.37%––
Wealthcare Advisory Partners LLC1,601$596.0K0.04%––
Maverick Capital LtdSuperinvestorMaverick Capital1,605$597.0K0.01%––
MBM Wealth Consultants, LLC1,604$597.0K0.30%––
Seven Springs Wealth Group, LLC1,604$597.0K0.28%––
Allegiant Private Advisors, LLC1,609$598.0K0.11%––
Two Sigma Securities, LLC1,620$603.0K0.14%––
Founders Capital Management, LLC1,623$604.0K0.15%––
First City Capital Management, Inc.1,495$606.0K0.35%––
Hendley & Co Inc1,633$608.0K0.21%––
Spotlight Asset Group, Inc.1,636$609.0K0.23%––
Patron Partners Advisors, LLC1,640$610.0K0.52%––
South Shore Capital Advisors1,639$610.0K0.61%––
Argent Advisors, Inc.1,656$616.0K0.40%––
Oxinas Partners Wealth Management LLC1,655$616.0K0.39%––
Droms Strauss Advisors Inc1,660$618.0K0.30%––
Summit Wealth Partners, LLC1,663$618.8K0.16%––
Schneider Downs Wealth Management Advisors, LP1,663$619.0K0.15%––
Trillium Asset Management, LLC1,673$622.0K0.02%––
MCF Advisors LLC1,674$623.0K0.07%––
Capital One Financial Corp1,677$624.0K0.08%––
Koss-Olinger Consulting, LLC1,678$624.0K0.11%––
Parsons Capital Management Inc1,686$627.0K0.05%––
Sage Mountain Advisors LLC1,686$627.0K0.13%––
Nicolet Bankshares Inc1,687$628.0K0.17%––
Donald L. Hagan, LLC1,691$629.0K0.41%––
Colrain Capital LLC1,750$630.0K0.65%––
Parkside Financial Bank & Trust1,700$633.0K0.19%––
Brandywine Oak Private Wealth LLC1,713$637.0K0.09%––
Everett Harris & Co1,725$642.0K0.01%––
Amarillo National Bank1,723$642.0K0.16%––
Montecito Bank & Trust1,729$644.0K0.13%––
Oldfather Financial Services, LLC1,766$644.0K0.37%––
Source Financial Advisors LLC1,731$644.0K0.17%––
Private Portfolio Partners LLC1,731$644.1K0.21%––
Qci Asset Management Inc1,751$651.0K0.04%––
Independence Bank of Kentucky1,765$657.0K0.32%––
Cary Street Partner Investment Advisory LLC1,767$657.0K0.27%––
Ballast Advisors LLC1,766$657.0K0.30%––
Northstar Investment Advisors LLC1,772$659.0K0.10%––
Renaissance Investment Group LLC1,770$659.0K0.18%––
Capula Management Ltd1,772$659.0K0.14%––
Ellevest, Inc.1,774$660.0K0.08%––
Unigestion Holding SA1,778$662.0K0.02%––
Enterprise Financial Services Corp1,782$663.0K0.12%––
Darwin Advisors, LLC1,791$666.0K0.12%––
Traynor Capital Management, Inc.1,792$666.0K0.11%––
Heck Capital Advisors, LLC1,797$668.6K0.15%––
Stableford Capital II LLC1,799$669.0K0.34%––
Jeereddi Investments, LP1,800$670.0K0.49%––
Avidian Wealth Solutions, LLC1,801$670.0K0.06%––
Jeppson Wealth Management, LLC1,802$670.0K0.40%––
Pointe Capital Management LLC1,804$671.0K0.48%––
Summit Wealth Group, LLC1,805$672.0K1.08%––
Cornercap Investment Counsel Inc1,809$673.0K0.08%––
Markston International LLC1,809$673.0K0.08%––
Cypress Wealth Services, LLC1,818$676.0K0.14%––
Financial Partners Group, Inc1,817$676.0K0.19%––
Hexagon Capital Partners LLC1,818$676.0K0.18%––
Northwest Bancshares, Inc.1,822$678.0K0.16%––
Halbert Hargrove Global Advisors, LLC1,821$678.0K0.05%––
MBL Wealth, LLC1,832$682.0K0.24%––
Smith, Salley & Associates1,839$685.0K0.06%––
Versor Investments LP1,846$687.0K0.04%––
Letko, Brosseau & Associates Inc1,850$688.0K0.01%––
Washington Trust Co1,850$689.0K0.02%––
Texas Capital Bancshares Inc1,866$694.0K0.56%––
Reynders McVeigh Capital Management, LLC1,866$694.0K0.05%––
American Money Management, LLC1,865$694.0K0.26%––
F3Logic, LLC1,864$694.0K0.10%––
Berkshire Bank1,864$694.0K0.17%––
Prentice Wealth Management LLC1,867$695.0K0.39%––
Nicholas Hoffman & Company, LLC.1,876$698.0K0.14%––
Campion Asset Management LLC1,880$699.0K0.53%––
Echo Street Capital Management LLC1,881$700.0K0.01%––
Trustcore Financial Services, LLC1,885$701.0K0.08%––
Detalus Advisors, LLC1,883$701.0K0.41%––
Profit Investment Management, LLC1,896$705.0K0.40%––
Deltec Asset Management LLC1,900$707.0K0.11%––
Wealth Management Partners, LLC1,933$707.0K0.53%––