UnitedHealth Group Inc

UNH

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0000731766

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $307.3B

Institutions holding UNH and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,395	$325.1B
Q1 2026	3,054	$202.4B
Q4 2025	3,311	$248.2B
Q3 2025	3,168	$253.5B
Q2 2025	3,185	$241.1B
Q1 2025	3,613	$424.3B
Q4 2024	3,684	$409.5B
Q3 2024	3,476	$474.6B
Q2 2024	3,406	$411.9B
Q1 2024	3,384	$398.9B
Q4 2023	3,421	$428.0B
Q3 2023	3,144	$407.5B
Q2 2023	3,136	$388.4B
Q1 2023	3,114	$383.6B
Q4 2022	3,159	$434.2B
Q3 2022	2,998	$413.5B
Q2 2022	2,964	$422.0B
Q1 2022	2,965	$418.3B
Q4 2021	2,909	$413.9B
Q3 2021	2,573	$321.7B
Q2 2021	2,592	$330.1B
Q1 2021	2,516	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Leelyn Smith, LLC	7,549	$2.81M	0.84%	–	–
United Capital Management of KS, Inc.	7,547	$2.81M	1.29%	–	–
Livingston Group Asset Management CO (operating as Southport Capital Management)	7,530	$2.80M	0.74%	–	–
West Branch Capital LLC	7,507	$2.79M	1.63%	–	–
Wealth Alliance	7,507	$2.79M	0.78%	–	–
Wade G W & Inc	7,499	$2.79M	0.15%	–	–
Red Door Wealth Management, LLC	7,469	$2.79M	1.42%	–	–
Town & Country Bank & Trust CO dba First Bankers Trust CO	7,434	$2.77M	1.16%	–	–
RDA Financial Network	7,391	$2.75M	1.18%	–	–
Boenning & Scattergood, Inc.	7,371	$2.74M	0.52%	–	–
Maven Securities LTD	7,305	$2.74M	0.26%	–	–
Raab & Moskowitz Asset Management LLC	7,364	$2.74M	1.07%	–	–
Csenge Advisory Group	7,264	$2.73M	0.28%	–	–
Budros, Ruhlin & Roe, Inc.	7,330	$2.73M	0.33%	–	–
Capital Insight Partners, LLC	7,322	$2.72M	0.66%	–	–
Heritage Way Advisors, LLC	7,322	$2.72M	1.19%	–	–
True North Advisors, LLC	7,218	$2.69M	0.64%	–	–
Beacon Pointe Advisors, LLC	7,112	$2.65M	0.16%	–	–
Strategic Advisors LLC	7,108	$2.64M	0.77%	–	–
Ashford Capital Management Inc	7,101	$2.64M	0.25%	–	–
Hyman Charles D	7,094	$2.64M	0.19%	–	–
Carret Asset Management, LLC	7,064	$2.63M	0.33%	–	–
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	7,010	$2.61M	1.00%	–	–
DF Dent & Co Inc	7,003	$2.61M	0.03%	–	–
Altman Advisors, Inc.	7,001	$2.60M	1.68%	–	–
Mechanics Bank Trust Department	6,982	$2.60M	0.45%	–	–
Valley Brook Capital Group	6,959	$2.59M	2.34%	–	–
SevenBridge Financial Group, LLC	6,925	$2.58M	0.94%	–	–
TFG Advisers LLC	6,907	$2.57M	1.33%	–	–
Salem Investment Counselors Inc	6,892	$2.56M	0.16%	–	–
Canandaigua National Corp	6,870	$2.56M	0.43%	–	–
Legacy Wealth Management, LLC	6,786	$2.52M	1.53%	–	–
PFG Advisors	6,771	$2.52M	0.33%	–	–
Davis-Rea Ltd.	6,757	$2.51M	1.34%	–	–
MPS Loria Financial Planners, LLC	6,740	$2.51M	1.17%	–	–
Donaldson Capital Management, LLC	6,720	$2.50M	0.14%	–	–
Stanley-Laman Group, Ltd.	6,717	$2.50M	0.41%	–	–
Wealth Enhancement Advisory Services, LLC	6,847	$2.50M	0.05%	–	–
Wellington Shields Capital Management, LLC	6,694	$2.49M	0.24%	–	–
Brendel Financial Advisors LLC	6,689	$2.49M	1.67%	–	–
Pinnacle Wealth Management Advisory Group, LLC	6,672	$2.48M	0.70%	–	–
Birch Capital Management, LLC	6,664	$2.48M	1.82%	–	–
Dohj, LLC	6,646	$2.47M	1.44%	–	–
Keebeck Wealth Management, LLC	6,641	$2.47M	0.38%	–	–
Rossmore Private Capital	6,635	$2.47M	0.46%	–	–
Elgethun Capital Management	6,625	$2.46M	0.96%	–	–
Roanoke Asset Management Corp	6,615	$2.46M	1.07%	–	–
Coe Capital Management, LLC	6,602	$2.46M	2.47%	–	–
Wunderlich Capital Managemnt	6,597	$2.46M	1.34%	–	–
Lake Street Advisors Group, LLC	6,592	$2.45M	0.20%	–	–
Resources Investment Advisors, LLC.	6,583	$2.45M	0.11%	–	–
Summit X, LLC	6,572	$2.45M	0.67%	–	–
Qtron Investments LLC	6,554	$2.44M	0.68%	–	–
M Holdings Securities, Inc.	6,550	$2.44M	0.22%	–	–
We Are One Seven, LLC	6,523	$2.43M	0.42%	–	–
Duality Advisers, LP	6,520	$2.43M	0.21%	–	–
American National Registered Investment Advisor, Inc.	6,516	$2.42M	0.94%	–	–
Gries Financial LLC	5,924	$2.42M	0.77%	–	–
Freedom Day Solutions, LLC	6,495	$2.42M	1.28%	–	–
Compagnie Lombard Odier SCmA	6,480	$2.41M	0.05%	–	–
Principle Wealth Partners LLC	6,470	$2.41M	0.29%	–	–
Mattern Wealth Management LLC	6,452	$2.40M	0.85%	–	–
Elmwood Wealth Management, Inc.	6,446	$2.40M	1.46%	–	–
Bluefin Capital Management, LLC	6,440	$2.40M	0.13%	–	–
Condor Capital Management	6,432	$2.39M	0.28%	–	–
Parisi Gray Wealth Management	6,420	$2.39M	1.00%	–	–
Midwest Wealth Management Inc.	6,407	$2.38M	1.94%	–	–
NEXT Financial Group, Inc	6,406	$2.38M	0.21%	–	–
Centric Wealth Management	6,394	$2.38M	0.68%	–	–
Ritholtz Wealth Management	6,384	$2.38M	0.20%	–	–
Tiedemann Advisors, LLC	6,382	$2.37M	0.10%	–	–
Patten Group, Inc.	6,370	$2.37M	0.76%	–	–
Little House Capital LLC	6,339	$2.36M	0.83%	–	–
Harrell Investment Partners, LLC	6,339	$2.36M	0.83%	–	–
SageGuard Financial Group, LLC	6,333	$2.35M	1.09%	–	–
BBR Partners, LLC	6,308	$2.35M	0.19%	–	–
Trust Investment Advisors	6,274	$2.33M	2.29%	–	–
Wealthsource Partners, LLC	6,257	$2.33M	0.23%	–	–
Lee Financial Co	6,236	$2.32M	0.55%	–	–
Northeast Financial Consultants Inc	6,226	$2.32M	0.18%	–	–
Bank of Hawaii	6,214	$2.31M	0.14%	–	–
Investment Research & Advisory Group, Inc.	6,207	$2.31M	1.72%	–	–
Gs Investments, Inc.	6,197	$2.31M	5.05%	–	–
Pinkerton Retirement Specialists, LLC	6,192	$2.30M	0.48%	–	–
Jaffetilchin Investment Partners, LLC	6,176	$2.30M	0.27%	–	–
IHT Wealth Management, LLC	6,150	$2.29M	0.16%	–	–
Charter Trust Co	6,132	$2.28M	0.22%	–	–
Rehmann Capital Advisory Group	6,132	$2.28M	0.23%	–	–
HM Capital Management, LLC	6,085	$2.26M	1.05%	–	–
Atlas Private Wealth Management	6,065	$2.26M	1.44%	–	–
Origin Asset Management LLP	6,057	$2.25M	0.23%	–	–
180 Wealth Advisors, LLC	5,463	$2.25M	0.56%	–	–
Avestar Capital, LLC	5,695	$2.25M	0.50%	–	–
Ativo Capital Management LLC	6,027	$2.24M	0.95%	–	–
Legacy Private Trust Co.	6,019	$2.24M	0.20%	–	–
Monetta Financial Services Inc	6,000	$2.23M	1.76%	–	–
Russell Clark Investment Management Ltd	6,000	$2.23M	1.81%	–	–
Prosight Management, LP	6,000	$2.23M	1.83%	–	–
Oarsman Capital, Inc.	5,949	$2.21M	0.96%	–	–
Partners Capital Investment Group, LLP	5,919	$2.20M	0.10%	–	–