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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
Bryn Mawr Trust Co12,315$4.58M0.18%––
Asio Capital, LLC12,203$4.54M1.88%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12,182$4.53M0.48%––
Connable Office Inc12,162$4.53M0.66%––
Schwarz Dygos Wheeler Investment Advisors LLC12,116$4.51M1.88%––
FourThought Financial, LLC12,107$4.50M0.65%––
AXS Investments LLC12,100$4.50M1.60%––
Hohimer Wealth Management, LLC12,043$4.48M1.09%––
Swaine & Leidel Wealth Services, LLC12,038$4.48M2.89%––
Ally Financial Inc.12,000$4.46M0.43%––
Ameritas Investment Company, LLC11,975$4.46M0.39%––
Carderock Capital Management Inc11,970$4.45M1.33%––
Pinnacle Holdings, LLC11,965$4.45M2.06%––
Moloney Securities Asset Management, LLC11,925$4.44M0.87%––
Capital Analysts, LLC11,897$4.43M0.31%––
Frontier Wealth Management LLC11,825$4.40M0.34%––
Paradigm Financial Partners, LLC11,778$4.38M1.19%––
Venture Visionary Partners LLC11,753$4.37M0.37%––
Stratos Wealth Partners, LTD.11,713$4.36M0.12%––
NinePointTwo Capital11,706$4.36M1.65%––
Resources Management Corp11,689$4.35M0.66%––
Virtue Capital Management, LLC11,641$4.33M1.02%––
HBW Advisory Services LLC11,571$4.30M1.15%––
Ocean Capital Management, LLC11,519$4.30M2.06%––
Keeler Thomas Management LLC11,554$4.30M2.26%––
Strategic Financial Services, Inc,11,549$4.30M0.36%––
Puzo Michael J11,545$4.29M1.37%––
Barbara Oil Co.11,500$4.28M2.06%––
Enterprise Bank & Trust Co11,460$4.26M1.80%––
Dorchester Wealth Management Co11,458$4.26M1.06%––
Kestra Private Wealth Services, LLC11,434$4.25M0.30%––
IFP Advisors, Inc11,412$4.25M0.08%––
Kidder Stephen W11,392$4.24M1.37%––
First National Bank of Mount Dora, Trust Investment Services11,367$4.23M1.47%––
Gamble Jones Investment Counsel11,363$4.23M0.28%––
L & S Advisors Inc11,348$4.22M0.48%––
Kingsview Wealth Management, LLC11,466$4.21M0.24%––
Bray Capital Advisors11,264$4.19M1.15%––
Prime Capital Investment Advisors, LLC11,206$4.17M0.30%––
Plancorp, LLC11,187$4.16M0.92%––
Marietta Wealth Management, LLC11,164$4.15M1.03%––
Wrapmanager Inc11,131$4.14M1.15%––
Bristlecone Advisors, LLC11,070$4.12M0.62%––
Naples Global Advisors, LLC11,051$4.11M0.62%––
Duff & Phelps Investment Management Co11,040$4.11M0.06%––
Global Retirement Partners, LLC10,999$4.09M0.48%––
Culbertson A N & Co Inc10,978$4.08M0.90%––
Private Trust Co NA10,968$4.08M0.66%––
Fundamentun, LLC10,915$4.06M1.28%––
Pallas Capital Advisors LLC9,594$4.04M0.90%––
Advisory Services Network, LLC10,842$4.04M0.15%––
SlateStone Wealth, LLC10,838$4.03M1.00%––
Tradition Wealth Management, LLC10,771$4.01M0.69%––
Harbour Investments, Inc.10,677$3.97M0.14%––
Duncker Streett & Co Inc10,660$3.97M0.76%––
Belpointe Asset Management LLC10,642$3.96M0.34%––
River Road Asset Management, LLC10,627$3.95M0.05%––
Woodmont Investment Counsel LLC10,606$3.95M0.67%––
Sonora Investment Management, LLC10,488$3.90M0.31%––
Holderness Investments Co10,473$3.90M1.40%––
Kinneret Advisory, LLC10,466$3.89M0.50%––
CAPROCK Group, Inc.10,466$3.89M0.43%––
Institutional & Family Asset Management, LLC10,458$3.89M0.76%––
Bank of Nova Scotia Trust Co10,455$3.89M0.37%––
Murphy Pohlad Asset Management LLC10,448$3.89M1.70%––
Weik Capital Management10,440$3.88M1.65%––
Prospera Financial Services Inc10,428$3.88M0.23%––
Morris Capital Advisors, LLC10,421$3.88M3.14%––
Parallel Advisors, LLC10,388$3.87M0.18%––
Balasa Dinverno & Foltz LLC10,364$3.86M0.31%––
Mount Lucas Management LP10,348$3.85M1.13%––
Sky Investment Group LLC10,341$3.85M0.92%––
Tower View Investment Management & Research LLC10,276$3.82M2.09%––
Morgan Jess S & Co Inc10,259$3.82M2.67%––
Dividend Assets Capital, LLC10,236$3.81M0.72%––
Koshinski Asset Management, Inc.10,221$3.80M0.40%––
Broderick Brian C10,187$3.79M1.09%––
Moors & Cabot, Inc.10,187$3.79M0.29%––
Nikulski Financial, Inc.10,162$3.78M1.94%––
Bank Pictet & Cie (Asia) Ltd10,151$3.78M1.17%––
Mitchell McLeod Pugh & Williams Inc10,094$3.76M1.57%––
Checchi Capital Advisers, LLC10,078$3.75M0.51%––
Mutual Advisors, LLC10,077$3.75M0.26%––
PKO Investment Management Joint-Stock Co10,055$3.74M0.60%––
MU Investments Co., Ltd.9,980$3.73M4.27%––
UBS Oconnor LLC10,000$3.72M0.05%––
Tamarack Advisers, LP10,000$3.72M0.77%––
Mirador Capital Partners LP9,986$3.72M0.95%––
Berkshire Asset Management LLC9,943$3.70M0.27%––
Moneta Group Investment Advisors LLC9,936$3.70M0.20%––
Souders Financial Advisors9,932$3.69M1.45%––
Bond & Devick Financial Network, Inc.9,912$3.69M3.41%––
Intrust Bank NA9,861$3.67M0.53%––
De Burlo Group Inc9,855$3.67M0.66%––
Clarius Group, LLC9,830$3.66M0.36%––
Advisors Capital Management, LLC9,810$3.65M0.13%––
Essex Financial Services, Inc.9,788$3.64M0.65%––
Karp Capital Management Corp9,699$3.61M0.65%––
Piscataqua Savings Bank9,659$3.59M3.21%––
Nicollet Investment Management, Inc.9,639$3.59M1.57%––