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
Baker Avenue Asset Management, LP	5,860	$2.18M	0.14%	–	–
Doliver Advisors, LP	5,851	$2.18M	0.81%	–	–
Burns J W & Co Inc	5,830	$2.17M	0.37%	–	–
Centre Asset Management, LLC	5,820	$2.17M	1.00%	–	–
Bessemer Securities LLC	5,735	$2.13M	0.90%	–	–
Hartford Financial Management Inc.	5,735	$2.13M	0.53%	–	–
Signet Investment Advisory Group, Inc.	5,730	$2.13M	1.65%	–	–
Spears Abacus Advisors LLC	5,711	$2.13M	0.16%	–	–
Wealth Architects, LLC	5,699	$2.12M	0.46%	–	–
Centiva Capital, LP	5,694	$2.12M	0.29%	–	–
KCS Wealth Advisory	5,663	$2.11M	1.09%	–	–
Platte River Wealth Advisors, LLC	5,767	$2.10M	0.86%	–	–
Townsend & Associates, Inc	5,653	$2.10M	1.37%	–	–
GM Advisory Group, Inc.	5,649	$2.10M	0.25%	–	–
RFG Advisory, LLC	5,643	$2.10M	0.23%	–	–
Cim Investment Mangement Inc	5,622	$2.09M	0.66%	–	–
Spouting Rock Asset Management, LLC	5,621	$2.09M	0.65%	–	–
J.W. Cole Advisors, Inc.	5,584	$2.08M	0.20%	–	–
TrimTabs Asset Management, LLC	5,512	$2.08M	1.06%	–	–
Sawtooth Solutions, LLC	5,551	$2.06M	0.45%	–	–
E&G Advisors, LP	5,544	$2.06M	0.60%	–	–
Van Den Berg Management I, Inc	5,516	$2.05M	0.45%	–	–
Notis-McConarty Edward	5,482	$2.04M	0.79%	–	–
Northside Capital Management, LLC	5,469	$2.04M	0.56%	–	–
Standard Family Office LLC	5,460	$2.03M	0.48%	–	–
Valeo Financial Advisors, LLC	5,430	$2.02M	0.09%	–	–
South State Corp.	5,425	$2.02M	0.19%	–	–
Kovack Advisors, Inc.	5,415	$2.02M	0.26%	–	–
Brighton Jones LLC	5,413	$2.01M	0.12%	–	–
Smithfield Trust Co	5,403	$2.01M	0.14%	–	–
International Assets Investment Management, LLC	5,540	$2.01M	0.19%	–	–
Menard Financial Group LLC	5,369	$2.00M	2.15%	–	–
Beaumont Financial Partners, LLC	5,363	$2.00M	0.17%	–	–
Stokes Family Office, LLC	5,342	$1.99M	0.31%	–	–
Sunbelt Securities, Inc.	5,328	$1.98M	0.39%	–	–
Occidental Asset Management, LLC	5,326	$1.98M	0.59%	–	–
Northeast Financial Group, Inc.	5,316	$1.98M	1.31%	–	–
Triangle Securities Wealth Management	5,306	$1.97M	0.71%	–	–
Somerset Trust Co	5,281	$1.96M	0.85%	–	–
Sugarloaf Wealth Management, LLC	5,273	$1.96M	0.59%	–	–
Bigelow Investment Advisors, LLC	5,268	$1.96M	0.99%	–	–
Amica Retiree Medical Trust	5,257	$1.96M	1.32%	–	–
Altavista Wealth Management, Inc.	5,244	$1.95M	0.48%	–	–
Harvest Fund Management Co., Ltd	5,218	$1.95M	0.19%	–	–
Renasant Bank	5,218	$1.94M	1.56%	–	–
Advisor OS, LLC	5,203	$1.94M	0.44%	–	–
TriaGen Wealth Management LLC	5,195	$1.93M	1.11%	–	–
Malaga Cove Capital, LLC	5,165	$1.93M	0.82%	–	–
Brown Miller Wealth Management, LLC	5,184	$1.93M	1.36%	–	–
Heritage Wealth Management, LLC	5,165	$1.92M	1.08%	–	–
WSFS Capital Management, LLC	5,111	$1.90M	0.93%	–	–
Moser Wealth Advisors, LLC	5,105	$1.90M	1.33%	–	–
Windsor Group LTD	5,095	$1.90M	0.45%	–	–
Kistler-Tiffany Companies, LLC	5,087	$1.89M	0.49%	–	–
Ingalls & Snyder LLC	5,086	$1.89M	0.09%	–	–
WealthStone, Inc.	5,086	$1.89M	0.66%	–	–
Dempze Nancy E	5,081	$1.89M	1.67%	–	–
Eqis Capital Management, Inc.	5,076	$1.89M	0.15%	–	–
Brown Advisory Securities, LLC	5,069	$1.89M	0.32%	–	–
Fort, L.P.	5,055	$1.88M	0.53%	–	–
Founders Financial Securities LLC	5,023	$1.87M	0.43%	–	–
Cottage Street Advisors LLC	5,021	$1.87M	1.23%	–	–
Capital Asset Advisory Services LLC	5,012	$1.86M	0.28%	–	–
Red Cedar Investment Management, LLC	5,013	$1.86M	0.24%	–	–
Intact Investment Management Inc.	5,000	$1.86M	0.06%	–	–
Arkadios Wealth Advisors	5,004	$1.86M	0.31%	–	–
Kerrisdale Advisers, LLC	5,000	$1.86M	0.14%	–	–
Flagship Harbor Advisors, LLC	4,994	$1.86M	0.21%	–	–
Allworth Financial LP	4,990	$1.86M	0.04%	–	–
Eads & Heald Wealth Management	4,981	$1.85M	0.95%	–	–
Abbrea Capital, LLC	4,979	$1.85M	0.31%	–	–
SeaCrest Wealth Management, LLC	4,980	$1.85M	0.25%	–	–
Gofen & Glossberg LLC	4,976	$1.85M	0.05%	–	–
Coastal Investment Advisors, Inc.	4,969	$1.85M	0.49%	–	–
Circle Wealth Management, LLC	4,934	$1.84M	0.29%	–	–
Personal Cfo Solutions, LLC	4,931	$1.83M	0.40%	–	–
HawsGoodwin Investment Management LLC	4,910	$1.83M	0.58%	–	–
Sepio Capital, LP	4,904	$1.82M	0.17%	–	–
Frisch Financial Group, Inc.	4,886	$1.82M	0.61%	–	–
Capital City Trust Co	4,877	$1.81M	0.58%	–	–
SWS Partners	4,871	$1.81M	1.25%	–	–
Hudson Canyon Capital Management	4,869	$1.81M	1.42%	–	–
SRN Advisors, LLC	4,866	$1.81M	0.65%	–	–
Compton Capital Management Inc	4,865	$1.81M	0.57%	–	–
Mirabella Financial Services LLP	4,865	$1.81M	0.57%	–	–
Procyon Private Wealth Partners, LLC	4,860	$1.81M	0.83%	–	–
First Pacific Advisors, LP	4,840	$1.80M	0.02%	–	–
JNBA Financial Advisors	4,832	$1.80M	0.26%	–	–
Cannell Peter B & Co Inc	4,823	$1.79M	0.06%	–	–
Insight Wealth Strategies, LLC	4,819	$1.79M	0.24%	–	–
Bluestein R H & Co	4,817	$1.79M	0.08%	–	–
Towarzystwo Funduszy Inwestycyjnych Pzu SA	4,805	$1.79M	2.60%	–	–
Rothschild Investment Corp	4,783	$1.78M	0.15%	–	–
Peloton Wealth Strategists	4,750	$1.77M	0.83%	–	–
Ellis Investment Partners, LLC	4,746	$1.77M	0.49%	–	–
Bay Rivers Group	4,740	$1.76M	1.37%	–	–
Highland Private Wealth Management	4,734	$1.76M	0.29%	–	–
Great Diamond Partners, LLC	4,731	$1.76M	0.54%	–	–
Affiance Financial, LLC	4,685	$1.74M	0.78%	–	–
Optas, LLC	4,680	$1.74M	0.55%	–	–