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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
Camden National Bank1,902$708.0K0.14%––
TRUE Private Wealth Advisors1,904$708.0K0.11%––
Camden National Bank1,902$708.0K0.14%––
Lokken Investment Group LLC1,905$709.0K0.63%––
Verdence Capital Advisors LLC1,912$712.0K0.12%––
Journey Advisory Group, LLC1,922$715.0K0.25%––
Am Investment Strategies LLC1,926$717.0K0.20%––
State of Wyoming1,926$717.0K1.18%––
Foundry Partners, LLC1,933$719.0K0.02%––
E Fund Management Co., Ltd.1,934$720.0K0.06%––
Rock Creek Group, LP1,937$721.0K0.12%––
Colonial River Wealth Management, LLC1,945$724.0K0.58%––
Key Financial Inc1,950$726.0K0.48%––
Ropes Wealth Advisors LLC1,770$729.0K0.13%––
Berkeley Capital Partners, LLC1,960$729.0K0.35%––
BCGM Wealth Management, LLC1,838$729.0K0.50%––
New England Research & Management, Inc.1,965$731.0K0.40%––
Abacus Planning Group, Inc.1,971$733.0K0.23%––
Investment Partners, Ltd.1,979$736.0K0.36%––
Ironwood Investment Counsel, LLC1,978$736.0K0.21%––
Riverview Trust Co1,980$737.0K0.82%––
Atlas Brown,Inc.1,983$738.0K0.35%––
Westshore Wealth, LLC1,995$742.0K0.42%––
Sustainable Insight Capital Management, LLC2,000$744.0K0.49%––
Brown Capital Management LLC2,011$748.0K0.01%––
FSB Premier Wealth Management, Inc.2,014$749.0K0.40%––
Pure Financial Advisors, Inc.2,017$751.0K0.07%––
North Star Asset Management Inc2,035$757.0K0.05%––
Bluesphere Advisors, LLC2,034$757.0K0.68%––
Sage Rhino Capital LLC2,039$759.0K0.25%––
Prestige Wealth Management Group LLC2,038$759.0K0.21%––
McDaniel Terry & Co2,045$761.0K0.09%––
Prudent Man Advisors, LLC2,045$761.0K0.32%––
Balentine LLC2,060$767.0K0.03%––
Safeguard Investment Advisory Group, LLC2,067$769.0K0.69%––
Jackson, Grant Investment Advisers, Inc.2,070$770.0K0.35%––
Pinnacle Bancorp, Inc.2,072$771.0K0.37%––
DAGCO, Inc.2,073$771.0K0.38%––
Stock Yards Bank & Trust Co2,077$773.0K0.05%––
Patriot Financial Group Insurance Agency, LLC2,078$773.0K0.18%––
Bollard Group LLC2,084$775.0K0.03%––
Essex Savings Bank2,342$778.0K0.34%––
Kathmere Capital Management, LLC2,092$778.0K0.15%––
ZWJ Investment Counsel Inc2,098$781.0K0.05%––
Collective Family Office LLC2,099$781.0K0.38%––
RSM US Wealth Management LLC2,104$783.0K0.05%––
Thompson Siegel & Walmsley LLC2,110$785.0K0.01%––
Graves-Light Private Wealth Management, Inc.2,110$785.0K0.13%––
Shepherd Kaplan Krochuk, LLC2,118$788.0K0.31%––
Kore Private Wealth LLC2,120$789.0K0.11%––
Calton & Associates, Inc.2,130$793.0K0.15%––
Glenview State Bank Trust Dept.2,130$793.0K0.26%––
Trinity Legacy Partners, LLC2,035$796.0K0.32%––
Polaris Wealth Advisory Group, LLC2,120$798.0K0.05%––
American State Bank (Iowa)2,145$798.1K0.68%––
Total Clarity Wealth Management, Inc.2,150$800.0K0.46%––
TLWM2,165$806.0K0.31%––
Sargent Investment Group, LLC2,168$807.0K0.21%––
Almanack Investment Partners, LLC.2,173$808.0K0.08%––
McLean Asset Management Corp2,054$810.0K0.64%––
FRG Family Wealth Advisors LLC2,185$813.0K0.17%––
Clear Perspective Advisors, LLC2,190$815.0K0.32%––
Tectonic Advisors LLC2,197$817.0K0.20%––
Wambolt & Associates, LLC2,242$823.0K0.43%––
Meridian Financial Partners LLC2,082$826.0K0.62%––
Sunflower Bank, N.A.2,219$826.0K0.14%––
GFG Capital, LLC2,223$827.0K0.29%––
Financial Advisors Network, Inc.2,224$827.0K0.27%––
Hollencrest Capital Management2,226$828.0K0.08%––
Asset Advisors Investment Management, LLC2,200$828.0K0.10%––
DT Investment Partners, LLC2,233$831.0K0.12%––
Andesa Financial Management Inc.2,252$838.0K0.27%––
ProVise Management Group, LLC2,254$839.0K0.09%––
Trust Co of Toledo NA2,267$843.0K0.15%––
Ssi Investment Management LLC2,269$844.0K0.06%––
CNB Bank2,268$844.0K0.58%––
Townsend Asset Management Corp2,272$845.0K0.52%––
Aevitas Wealth Management, Inc.2,272$845.0K0.59%––
Shepherd Financial Partners LLC2,275$846.0K0.19%––
Private Capital Group, LLC2,275$846.0K0.21%––
Global Trust Asset Management, LLC2,276$847.0K0.47%––
Westhampton Capital, LLC2,285$850.0K0.59%––
IVC Wealth Advisors LLC2,286$850.0K0.67%––
Choate Investment Advisors2,299$855.0K0.05%––
Uncommon Cents Investing LLC2,320$863.0K0.37%––
Heron Bay Capital Management2,334$868.0K0.52%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,338$870.0K0.07%––
Bridgewater Advisors Inc.2,145$870.0K0.44%––
Copperwynd Financial, LLC2,337$870.0K0.39%––
Nachman Norwood & Parrott, Inc2,337$870.0K0.10%––
Knights of Columbus Asset Advisors LLC2,348$874.0K0.09%––
Laurel Wealth Advisors, Inc.2,355$876.0K0.13%––
Ausdal Financial Partners, Inc.2,379$885.0K0.15%––
Strategic Wealth Partners, Ltd.2,384$887.0K0.35%––
Psagot Investment House Ltd.2,390$889.0K0.02%––
Green Harvest Asset Management LLC2,404$891.0K0.22%––
Founders Financial Alliance, LLC2,368$893.0K0.44%––
Valtinson Bruner Financial Planning LLC2,293$894.0K0.53%––
Nwam LLC2,413$898.0K0.09%––
PBMares Wealth Management LLC2,420$900.0K0.73%––