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	3,055	$202.4B
Q4 2025	3,312	$248.2B
Q3 2025	3,169	$253.5B
Q2 2025	3,186	$241.1B
Q1 2025	3,614	$424.3B
Q4 2024	3,685	$409.5B
Q3 2024	3,477	$474.6B
Q2 2024	3,407	$411.9B
Q1 2024	3,385	$398.9B
Q4 2023	3,422	$428.0B
Q3 2023	3,145	$407.5B
Q2 2023	3,137	$388.4B
Q1 2023	3,115	$383.6B
Q4 2022	3,160	$434.2B
Q3 2022	2,999	$413.5B
Q2 2022	2,965	$422.0B
Q1 2022	2,966	$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
Texas Permanent School Fund	157,851	$58.7M	0.73%	–	–
State of Alaska, Department of Revenue	157,580	$58.6M	0.64%	–	–
Metropolitan Life Insurance Co	156,815	$58.3M	0.87%	–	–
Bridges Investment Management Inc	156,618	$58.3M	1.70%	–	–
Xponance, Inc.	156,464	$58.2M	1.23%	–	–
Vaughan David Investments LLC	151,718	$56.5M	1.79%	–	–
Candriam Luxembourg S.C.A.	163,903	$56.2M	0.47%	–	–
James Hambro & Partners	150,263	$56.0M	5.17%	–	–
ClariVest Asset Management LLC	150,163	$55.9M	1.97%	–	–
M&T Bank Corp	149,948	$55.8M	0.24%	–	–
Governors Lane LP	148,215	$55.1M	3.77%	–	–
Nippon Life Global Investors Americas, Inc.	148,190	$55.1M	3.01%	–	–
Susquehanna International Group, LLP	146,721	$54.6M	0.07%	–	–
Nan Shan Life Insurance Co., Ltd.	146,450	$54.5M	1.06%	–	–
Cambridge Trust Co	145,752	$54.2M	2.21%	–	–
PFM Health Sciences, LP	145,295	$54.1M	1.88%	–	–
Umb Bank N A	144,089	$53.6M	1.31%	–	–
Capitolis Advisors LLC	143,308	$53.3M	0.92%	–	–
Harris Associates L PSuperinvestorHarris Associates (Oakmark)	140,932	$52.4M	0.09%	–	–
Nicholas Company, Inc.	140,685	$52.3M	0.98%	–	–
Polar Capital Holdings Plc	140,675	$52.3M	0.32%	–	–
Federated Hermes, Inc.	138,880	$51.7M	0.10%	–	–
Ardevora Asset Management LLP	138,713	$51.6M	0.77%	–	–
Norinchukin Bank, The	138,285	$51.5M	0.71%	–	–
Tower Research Capital LLC (TRC)	137,515	$51.2M	0.86%	–	–
South Dakota Investment Council	137,110	$51.0M	0.85%	–	–
Financial Counselors Inc	136,908	$50.9M	1.18%	–	–
Martingale Asset Management L P	136,066	$50.6M	0.58%	–	–
Tiaa, FSB	136,031	$50.6M	0.18%	–	–
Armistice Capital, LLC	136,000	$50.6M	1.62%	–	–
Millennium Management LLC	135,840	$50.5M	0.07%	–	–
Polaris Capital Management, LLC	119,856	$50.4M	1.65%	–	–
Adams Diversified Equity Fund, Inc.	132,100	$49.1M	2.10%	–	–
First Long Island Investors, LLC	131,717	$49.0M	4.35%	–	–
Tredje AP-fonden	131,501	$48.9M	1.17%	–	–
Mutual of America Capital Management LLC	130,505	$48.6M	0.51%	–	–
Oppenheimer Asset Management Inc.	129,393	$48.1M	0.75%	–	–
Avalon Investment & Advisory	127,386	$47.4M	1.09%	–	–
Colony Group LLC	127,185	$47.3M	0.99%	–	–
Obermeyer Wood Investment Counsel, LLLP	126,554	$47.1M	2.89%	–	–
Clark Capital Management Group, Inc.	125,301	$46.6M	0.71%	–	–
HM Payson & Co	123,672	$46.0M	1.22%	–	–
Virginia Retirement Systems Et Al	123,580	$46.0M	0.45%	–	–
WestEnd Advisors, LLC	123,405	$45.9M	1.84%	–	–
Commerce Bank	122,534	$45.6M	0.35%	–	–
Woodley Farra Manion Portfolio Management Inc	120,437	$44.8M	3.74%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	118,229	$44.0M	0.54%	–	–
Great Lakes Advisors, LLC	118,015	$43.9M	0.71%	–	–
Bartlett & Co. LLC	117,601	$43.8M	0.88%	–	–
Bartlett & Co. Wealth Management LLC	117,601	$43.8M	0.88%	–	–
Ferguson Wellman Capital Management, Inc	116,708	$43.4M	1.51%	–	–
BP PLC	114,487	$42.7M	1.49%	–	–
Jefferies Group LLC	114,561	$42.6M	1.01%	–	–
Maryland Capital Management	114,542	$42.6M	2.85%	–	–
Redmile Group, LLC	114,376	$42.6M	0.60%	–	–
Erste Asset Management GmbH	113,684	$42.5M	1.04%	–	–
Rhenman & Partners Asset Management AB	113,000	$42.0M	2.93%	–	–
Federation des caisses Desjardins du Quebec	112,820	$42.0M	0.46%	–	–
Asahi Life Asset Management Co., Ltd.	111,463	$41.5M	5.63%	–	–
Daiwa Securities Group Inc.	111,311	$41.4M	0.31%	–	–
McKinley Capital Management LLC /Delaware	110,729	$41.2M	3.11%	–	–
Montag & Caldwell, LLC	110,424	$41.1M	3.76%	–	–
Bradley Foster & Sargent Inc	109,777	$40.8M	1.03%	–	–
Keybank National Association	107,388	$40.0M	0.19%	–	–
Hartford Investment Management Co	106,954	$39.8M	1.05%	–	–
Manning & Napier Group, LLC	106,917	$39.8M	0.34%	–	–
Provident Investment Management, Inc.	106,707	$39.7M	4.40%	–	–
First Eagle Investment Management, LLC	106,430	$39.6M	0.11%	–	–
Zacks Investment Management	106,383	$39.6M	0.70%	–	–
Acadian Asset Management LLC	106,223	$39.5M	0.15%	–	–
First Trust Advisors LP	106,186	$39.5M	0.05%	–	–
Artemis Investment Management LLP	105,330	$39.2M	0.37%	–	–
Minneapolis Portfolio Management Group, LLC	104,852	$39.0M	4.38%	–	–
Hardman Johnston Global Advisors LLC	104,813	$39.0M	1.11%	–	–
Cambridge Investment Research Advisors, Inc.	104,557	$38.9M	0.21%	–	–
Edgar Lomax Co	104,520	$38.9M	2.42%	–	–
Creative Planning	103,626	$38.6M	0.08%	–	–
IFM Investors Pty Ltd	103,595	$38.5M	1.03%	–	–
NS Partners Ltd	102,195	$38.0M	2.20%	–	–
Cullen/Frost Bankers, Inc.	102,002	$38.0M	0.83%	–	–
Steward Partners Investment Advisory, LLC	101,267	$37.7M	0.66%	–	–
Brinker Capital Investments, LLC	99,769	$37.1M	0.56%	–	–
FDx Advisors, Inc.	99,590	$37.1M	1.40%	–	–
Petrus Trust Company, LTA	98,825	$36.8M	3.52%	–	–
Covington Capital Management	98,094	$36.5M	1.57%	–	–
MSD Partners, L.P.	97,866	$36.4M	1.50%	–	–
Mercer Global Advisors Inc	97,016	$36.1M	0.33%	–	–
Douglas Lane & Associates, LLC	97,013	$36.1M	0.56%	–	–
Mirae Asset Global Investments Co., Ltd.	96,393	$35.9M	0.12%	–	–
United Capital Financial Advisers, LLC	95,998	$35.7M	0.20%	–	–
United Services Automobile Association	95,169	$35.5M	0.65%	–	–
Kestra Advisory Services, LLC	94,907	$35.3M	0.45%	–	–
Todd Asset Management LLC	94,861	$35.3M	0.83%	–	–
MAI Capital Management	92,639	$34.5M	0.78%	–	–
Campbell Newman Asset Management Inc	90,801	$33.8M	3.56%	–	–
Tokio Marine Asset Management Co Ltd	88,491	$32.9M	3.37%	–	–
Vigilant Capital Management, LLC	88,382	$32.9M	2.92%	–	–
Auxier Asset Management	87,814	$32.7M	5.62%	–	–
Ergoteles LLC	87,681	$32.6M	1.02%	–	–
BI Asset Management Fondsmaeglerselskab A/S	87,222	$32.5M	1.32%	–	–