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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
Plante Moran Financial Advisors, LLC2,420$901.0K0.25%––
Inspire Advisors, LLC2,422$901.0K0.33%––
CoreFirst Bank & Trust2,425$902.0K0.62%––
Foster Group, Inc.2,441$908.0K0.14%––
Sutton Wealth Advisors Inc.2,445$909.7K0.36%––
Capital Advisory Group Advisory Services, LLC2,447$910.0K0.35%––
Elite Wealth Management, Inc.2,452$912.0K0.47%––
Crescent Capital Consulting, LLC2,458$915.0K0.20%––
Cornerstone Advisory, LLC2,465$917.0K0.17%––
Measured Wealth Private Client Group, LLC2,471$919.0K0.33%––
Symphony Financial, Ltd. Co.2,858$919.0K0.24%––
Geller Advisors LLC2,475$921.0K0.22%––
Professional Financial Advisors, LLC2,477$922.0K0.57%––
Adirondack Trust Co2,485$925.0K0.49%––
Camden Capital, LLC2,492$927.0K0.25%––
GYL Financial Synergies, LLC2,498$929.0K0.51%––
Kanawha Capital Management LLC2,527$940.0K0.09%––
Monte Financial Group, LLC2,535$943.0K0.58%––
FORA Capital, LLC2,547$948.0K0.31%––
1776 Wealth LLC2,613$948.0K0.60%––
Ferris Capital, LLC2,566$955.0K0.24%––
Investment Counsel Inc.2,575$958.0K0.67%––
Atlas Capital Advisors LLC2,576$958.5K0.19%––
Redhawk Wealth Advisors, Inc.2,585$962.0K0.24%––
Opal Wealth Advisors, LLC2,608$970.0K1.05%––
Court Place Advisors, LLC2,612$972.0K0.30%––
Old Dominion Capital Management Inc2,616$973.0K0.23%––
First Commonwealth Financial Corp2,619$974.0K0.38%––
Baldwin Investment Management, LLC2,624$976.0K0.18%––
KFA Private Wealth Group, LLC2,632$979.0K0.57%––
Cedar Brook Financial Partners, LLC2,635$980.0K0.34%––
Bard Financial Services, Inc.2,640$982.0K0.10%––
Intellectus Partners, LLC2,645$984.0K0.27%––
Perritt Capital Management Inc2,650$986.0K0.54%––
Hallmark Capital Management Inc2,652$987.0K0.09%––
Pennsylvania Capital Management Inc2,662$990.0K0.58%––
Xcel Wealth Management, LLC2,661$990.0K0.35%––
Tiger Eye Capital LLC2,666$992.0K0.20%––
Tandem Capital Management Corp2,668$993.0K0.69%––
44 Wealth Management LLC2,673$995.0K0.42%––
Cadence Bank NA2,675$996.0K0.31%––
Vivaldi Capital Management, LLC2,432$997.0K0.20%––
Wealth Management Associates, Inc.2,680$997.1K0.63%––
Endurance Wealth Management, Inc.2,696$1.00M0.12%––
Redwood Investment Management, LLC2,695$1.00M0.19%––
IMS Capital Management2,698$1.00M0.63%––
Alta Wealth Advisors LLC2,711$1.01M0.84%––
Gitterman Wealth Management, LLC2,719$1.01M0.65%––
Spirit of America Management Corp2,725$1.01M0.24%––
Convergence Investment Partners, LLC2,735$1.02M0.47%––
ARS Wealth Advisors, LLC2,737$1.02M0.22%––
PDS Planning, Inc2,738$1.02M0.30%––
Mission Creek Capital Partners, Inc.2,743$1.02M0.15%––
Institute for Wealth Management, LLC.2,750$1.02M0.20%––
CFO4Life Group, LLC2,751$1.02M0.25%––
Aspiriant, LLC2,757$1.02M0.07%––
Franklin Street Advisors Inc2,771$1.03M0.10%––
9258 Wealth Management, LLC2,782$1.03M0.31%––
Paradigm Financial Advisors, LLC2,790$1.04M0.25%––
Camelot Portfolios, LLC2,793$1.04M0.43%––
Van Leeuwen & Company, LLC2,798$1.04M0.68%––
Alphasimplex Group, LLC2,802$1.04M0.44%––
KB Financial Partners, LLC2,806$1.04M0.44%––
Wealth Enhancement & Preservation of GA, LLC2,791$1.04M0.80%––
IAM Advisory, LLC2,596$1.05M0.46%––
Bar Harbor Trust Services2,841$1.06M0.39%––
Summit Financial Wealth Advisors, LLC3,014$1.06M0.27%––
Alpine Woods Capital Investors, LLC2,868$1.07M0.12%––
Park National Corp2,879$1.07M0.05%––
Sterling Investment Management, Inc.2,880$1.07M0.73%––
Kensington Investment Counsel, LLC2,885$1.07M0.81%––
MinichMacGregor Wealth Management, LLC2,896$1.08M0.40%––
Semmax Financial Advisors Inc.2,896$1.08M0.38%––
XML Financial, LLC2,903$1.08M0.26%––
Seelaus Asset Management LLC2,904$1.08M0.69%––
Tiemann Investment Advisors, LLC2,923$1.09M0.54%––
Cordatus Wealth Management LLC2,925$1.09M0.42%––
Boston Common Asset Management, LLC2,932$1.09M0.07%––
LeJeune Puetz Investment Counsel LLC2,940$1.09M0.43%––
WealthShield Partners, LLC2,945$1.10M0.20%––
Archford Capital Strategies, LLC2,823$1.10M0.29%––
Aries Wealth Management2,932$1.10M0.49%––
Perigon Wealth Management, LLC2,970$1.10M0.11%––
GPS Wealth Strategies Group, LLC2,976$1.11M0.33%––
Bank Hapoalim BM2,984$1.11M0.14%––
Mark Stevens2,987$1.11M0.13%––
Mayflower Financial Advisors, LLC2,993$1.11M0.17%––
Childress Capital Advisors, LLC2,999$1.11M0.51%––
PCJ Investment Counsel Ltd.3,000$1.12M0.44%––
Supplemental Annuity Collective Trust of NJ3,000$1.12M0.39%––
SG3 Management, LLC3,000$1.12M0.36%––
Harfst & Associates, Inc.3,001$1.12M0.34%––
Allred Capital Management, LLC3,001$1.12M0.51%––
Eubel Brady & Suttman Asset Management Inc3,008$1.12M0.12%––
Financial Engines Advisors L.L.C.3,019$1.12M0.00%––
Gladstone Institutional Advisory LLC3,019$1.12M0.17%––
NVWM, LLC3,021$1.12M0.45%––
Paulson Wealth Management Inc.2,887$1.13M0.56%––
LVM Capital Management Ltd3,037$1.13M0.18%––
Boston Family Office LLC3,045$1.13M0.08%––