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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
Icon Advisers Inc15,219$5.66M0.89%––
Silvercrest Asset Management Group LLC15,213$5.66M0.04%––
Pensionfund Sabic15,200$5.66M1.31%––
Mid Atlantic Financial Management Inc15,194$5.65M0.41%––
HBK Sorce Advisory LLC15,144$5.64M0.34%––
KCM Investment Advisors LLC15,142$5.63M0.25%––
Landsberg, Bennett, & Dubbaneh LLC15,294$5.61M0.81%––
JCIC Asset Management Inc.15,078$5.61M1.97%––
Cunning Capital Partners, LP15,000$5.58M3.59%––
Anchor Investment Management, LLC14,992$5.58M0.85%––
Avitas Wealth Management LLC14,966$5.57M1.09%––
Vestor Capital, LLC14,944$5.56M0.64%––
Jump Financial, LLC14,910$5.55M0.52%––
Coldstream Capital Management Inc14,884$5.54M0.32%––
Apollon Wealth Management, LLC14,885$5.54M1.07%––
AMG National Trust Bank14,809$5.51M0.19%––
BOK Financial Private Wealth, Inc.14,806$5.51M0.50%––
GPM Growth Investors, Inc.14,806$5.51M3.15%––
Executive Wealth Management, LLC14,773$5.50M0.65%––
Horizon Investments, LLC14,753$5.49M0.20%––
Blue Edge Capital, LLC14,674$5.46M1.21%––
Integrated Advisors Network LLC14,653$5.45M0.50%––
Riverpark Capital Management LLC14,586$5.43M2.43%––
Icon Wealth Partners, LLC14,587$5.43M0.68%––
Perkins Coie Trust Co14,579$5.42M1.81%––
Guardian Capital Advisors LP14,423$5.42M0.62%––
Blue Fin Capital, Inc.14,536$5.41M1.85%––
Coastline Trust Co14,500$5.39M0.70%––
Pegasus Partners Ltd.14,426$5.37M1.18%––
Capital Fund Management S.A.14,387$5.35M0.18%––
Affinity Investment Advisors, LLC14,371$5.35M1.96%––
Fieldpoint Private Securities, LLC14,325$5.33M1.24%––
Murphy Capital Management Inc14,303$5.32M0.67%––
Smithbridge Asset Management Inc14,296$5.32M2.27%––
YorkBridge Wealth Partners, LLC14,277$5.31M1.57%––
Broadleaf Partners, LLC14,263$5.31M2.00%––
Clearstead Advisors, LLC14,199$5.28M0.44%––
Ninety One North America, Inc.14,164$5.27M0.30%––
Schnieders Capital Management LLC14,130$5.26M1.58%––
Goodwin Daniel L14,110$5.25M2.74%––
Fragasso Group Inc.14,100$5.25M0.74%––
Boston Financial Mangement LLC14,096$5.25M0.23%––
Alcosta Capital Management, Inc.14,067$5.23M3.80%––
TCF National Bank14,053$5.23M0.59%––
King Luther Capital Management Corp14,043$5.22M0.03%––
Sandy Spring Bank13,997$5.21M0.30%––
SeaTown Holdings Pte. Ltd.14,000$5.21M0.29%––
Parkside Investments, LLC13,959$5.19M1.08%––
Minot Wealth Management LLC13,899$5.17M1.32%––
Handelsinvest Investeringsforvaltning13,861$5.16M0.63%––
Kovitz Investment Group Partners, LLC13,791$5.13M0.12%––
Qube Research & Technologies Ltd13,767$5.12M0.08%––
First Mercantile Trust Co13,762$5.12M0.59%––
Johanson Financial Advisors, Inc.13,591$5.11M1.86%––
Stonehage Fleming Financial Services Holdings Ltd13,676$5.10M0.17%––
S&T Bank13,669$5.09M0.84%––
High Note Wealth, LLC13,660$5.08M1.97%––
Credit Agricole S A13,647$5.08M0.19%––
Schonfeld Strategic Advisors LLC13,631$5.07M0.07%––
Geneos Wealth Management Inc.12,711$5.07M0.14%––
Signaturefd, LLC13,616$5.07M0.22%––
First Interstate Bank13,614$5.07M0.60%––
TCTC Holdings, LLC13,548$5.04M0.24%––
Douglass Winthrop Advisors, LLC13,544$5.04M0.14%––
Consolidated Investment Group LLC13,500$5.02M1.10%––
HGK Asset Management Inc13,432$5.00M1.65%––
Acropolis Investment Management, LLC13,391$4.98M0.51%––
Madison Wealth Management13,371$4.97M1.23%––
Busey Wealth Management13,362$4.97M0.25%––
Reliant Investment Management, LLC13,324$4.96M2.43%––
EFG Asset Management (Americas) Corp.13,226$4.94M1.01%––
Capital Planning Advisors, LLC13,265$4.94M1.11%––
Shelton Capital Management13,224$4.92M0.17%––
NBT Bank N A13,218$4.92M0.71%––
Ballast, Inc.13,129$4.88M2.35%––
Community Bank & Trust, Waco, Texas13,072$4.86M1.65%––
Horizon Investment Services, LLC13,042$4.85M2.61%––
Altium Wealth Management LLC13,038$4.85M0.39%––
Kentucky Farm Bureau Mutual Insurance Co13,000$4.84M1.49%––
Vanguard Capital Wealth Advisors13,221$4.83M4.11%––
Hotaling Investment Management, LLC12,978$4.83M2.17%––
Benson Investment Management Company, Inc.12,972$4.83M2.81%––
Orion Portfolio Solutions, LLC12,960$4.82M0.21%––
Montag A & Associates Inc12,945$4.82M0.27%––
Parkwood LLC12,939$4.81M0.85%––
Accredited Investors Inc.12,937$4.81M0.64%––
Capital Investment Advisors, LLC12,912$4.80M0.18%––
J. W. Coons Advisors, LLC12,902$4.80M1.72%––
Ibex Wealth Advisors12,897$4.80M1.18%––
Trust Co of Vermont12,879$4.79M0.36%––
Carnegie Capital Asset Management, LLC12,824$4.77M0.20%––
Dynamic Advisor Solutions LLC12,785$4.76M0.44%––
Stokes Capital Advisors, LLC12,689$4.72M1.94%––
HighPoint Advisor Group LLC12,519$4.71M0.55%––
Hennion & Walsh Asset Management, Inc.12,660$4.71M0.28%––
Arrowstreet Capital, Limited Partnership12,628$4.70M0.01%––
Employers Holdings, Inc.12,560$4.67M2.75%––
Lountzis Asset Management, LLC12,437$4.63M3.08%––
Integrated Wealth Concepts LLC12,382$4.61M0.19%––
Jasper Ridge Partners, L.P.12,375$4.60M0.21%––