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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
Regent Investment Management LLC9,627$3.58M0.90%––
CMH Wealth Management LLC9,618$3.58M1.35%––
Tower Bridge Advisors9,536$3.55M0.27%––
Fairhaven Wealth Management, LLC9,511$3.54M1.48%––
Investment House LLC9,510$3.54M0.27%––
Orleans Capital Management Corp9,502$3.54M2.40%––
Triasima Portfolio Management inc.9,490$3.53M0.18%––
Connecticut Wealth Management, LLC9,472$3.52M0.32%––
Chicago Trust Co NA9,445$3.51M1.21%––
Chatham Capital Group, Inc.9,434$3.51M0.73%––
Valley National Advisers Inc9,409$3.50M0.68%––
Primecap Management Co9,404$3.50M0.00%––
West Family Investments, Inc.9,364$3.48M1.31%––
Waldron Private Wealth LLC9,291$3.46M0.24%––
Covenant Asset Management, LLC9,256$3.44M1.16%––
Oak Associates, Ltd9,250$3.44M0.20%––
Unison Asset Management LLC9,249$3.44M3.18%––
Cypress Asset Management Inc9,176$3.41M0.95%––
Empirical Finance, LLC9,729$3.41M0.60%––
Sentry Investment Management LLC9,128$3.40M0.94%––
Cypress Capital Group9,115$3.39M0.48%––
Field & Main Bank9,067$3.37M2.42%––
Cox Capital Mgt LLC9,060$3.37M2.34%––
Asset Dedication, LLC9,079$3.36M0.76%––
Whalerock Point Partners, LLC9,039$3.36M1.48%––
Moody Lynn & Lieberson, LLC8,957$3.33M0.28%––
Ballentine Partners, LLC8,952$3.33M0.12%––
Reilly Financial Advisors, LLC8,940$3.33M0.29%––
Thoroughbred Financial Services, LLC8,913$3.32M0.92%––
LexAurum Advisors, LLC8,883$3.31M1.13%––
Baker Tilly Wealth Management, LLC8,868$3.30M0.68%––
Fuller & Thaler Asset Management, Inc.8,819$3.28M0.02%––
Palouse Capital Management, Inc.8,815$3.28M1.45%––
Blueshift Asset Management, LLC8,810$3.28M0.34%––
Delta Capital Management LLC8,781$3.27M2.09%––
Plimoth Trust Co LLC8,770$3.26M0.96%––
Scott & Selber, Inc.8,761$3.26M1.33%––
S.E.E.D. Planning Group LLC8,754$3.26M1.79%––
Johnson Financial Group, Inc.8,747$3.25M0.22%––
DeDora Capital, Inc.8,721$3.25M1.54%––
Meridian Wealth Advisors, LLC8,695$3.23M1.07%––
Page Arthur B8,616$3.21M2.40%––
Savant Capital, LLC8,614$3.21M0.17%––
Tranquility Partners, LLC8,612$3.20M1.99%––
JT Stratford LLC8,602$3.20M1.13%––
Morgens Waterfall Vintiadis & Co Inc8,600$3.20M1.78%––
Cascadia Advisory Services, LLC8,586$3.19M0.71%––
Foster & Motley Inc8,566$3.19M0.29%––
High Pines Wealth Management, LLC8,510$3.17M2.80%––
Atlantic Trust, LLC8,500$3.16M2.34%––
Legacy Capital Partners, Inc.8,462$3.15M1.19%––
Van Cleef Asset Management,Inc8,431$3.14M0.49%––
Brookstone Capital Management8,386$3.12M0.12%––
Bowling Portfolio Management LLC8,350$3.11M0.74%––
SNS Financial Group, LLC8,352$3.11M0.44%––
NBW Capital LLC8,331$3.10M0.85%––
Martin Capital Partners, LLC8,327$3.10M1.64%––
Family Legacy, Inc.8,323$3.10M1.48%––
Lincoln National Corp8,287$3.08M0.08%––
Proequities, Inc.8,264$3.08M0.22%––
TrinityPoint Wealth, LLC8,241$3.07M0.71%––
Private Wealth Strategies, L.L.C.8,229$3.06M0.86%––
Equitable Holdings, Inc.8,215$3.06M0.06%––
IMA Wealth, Inc.8,171$3.04M0.74%––
Lazard Freres Gestion S.A.S.9,600$3.04M0.11%––
Becker Capital Management Inc8,165$3.04M0.14%––
Hilltop Holdings Inc.8,154$3.03M0.39%––
Cubist Systematic Strategies, LLC8,130$3.02M0.04%––
Hennessy Advisors Inc8,100$3.01M0.18%––
K.J. Harrison & Partners Inc8,100$3.01M0.47%––
Ironvine Capital Partners, LLC8,063$3.00M0.35%––
Sheets Smith Wealth Management8,058$3.00M0.44%––
Clear Harbor Asset Management, LLC8,027$2.99M0.39%––
Community Bank, N.A.8,004$2.98M0.37%––
Mitchell & Pahl Private Wealth, LLC8,003$2.98M2.31%––
Union Heritage Capital, LLC8,000$2.98M1.48%––
Fulcrum Asset Management LLP–$2.97M1.91%––
Change Path, LLC7,970$2.96M0.22%––
Mather Group, LLC.7,963$2.96M0.08%––
Compton Wealth Advisory Group, LLC7,958$2.96M1.69%––
Marcum Wealth, LLC7,943$2.96M0.49%––
Mitchell Capital Management Co7,923$2.95M0.72%––
Zions Bancorporation, N.A.7,898$2.94M0.33%––
Alta Capital Management LLC7,898$2.94M0.09%––
Foundations Investment Advisors, LLC8,032$2.94M0.17%––
Mission Wealth Management, LP7,883$2.93M0.17%––
Annex Advisory Services, LLC7,824$2.91M0.28%––
Buckley Wealth Management, LLC7,809$2.91M1.08%––
Grove Bank & Trust7,791$2.90M0.68%––
Strategic Capital Advisers, Inc.7,772$2.89M2.51%––
Harbour Investment Management LLC7,748$2.88M1.54%––
Laidlaw Wealth Management LLC7,722$2.87M0.98%––
Pantheon Investment Group, LLC7,710$2.87M2.75%––
Empowered Funds, LLC8,159$2.86M0.55%––
Seeyond7,645$2.84M0.29%––
Trust Asset Management LLC7,625$2.84M0.38%––
Two Sigma Investments, LP7,613$2.83M0.01%––
Quadrant Capital Group LLC7,604$2.83M0.46%––
Tealwood Asset Management Inc7,587$2.82M1.13%––
AIMZ Investment Advisors, LLC7,556$2.81M1.38%––