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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: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 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 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$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
Commerzbank Aktiengesellschaft86,544$32.2M2.20%––
ING Groep NV86,467$32.2M0.67%––
Renaissance Group LLC85,716$31.9M1.35%––
Moody National Bank Trust Division85,537$31.8M0.76%––
QS Investors, LLC85,354$31.8M0.38%––
Premier Fund Managers Ltd84,600$31.6M1.22%––
Aureus Asset Management, LLC84,983$31.6M2.45%––
Dai-Ichi Life Insurance Company, Ltd84,799$31.6M0.43%––
Eagle Ridge Investment Management84,780$31.5M3.81%––
Shell Asset Management Co83,772$31.2M0.62%––
Kiwi Wealth Investments Limited Partnership83,742$31.2M1.80%––
Robeco Schweiz AG83,676$31.1M0.48%––
People's United Financial, Inc.83,378$31.0M0.74%––
Ancora Advisors, LLC83,343$31.0M0.86%––
Credential Qtrade Securities Inc.83,224$31.0M2.79%––
Bokf, NA83,173$30.9M0.56%––
Banco Santander, S.A.83,055$30.9M0.22%––
Ziegler Capital Management, LLC83,014$30.9M0.97%––
Sit Investment Associates Inc82,879$30.8M0.81%––
American National Insurance Co82,490$30.7M1.25%––
Wesbanco Bank Inc82,457$30.7M1.21%––
Securian Asset Management, Inc81,904$30.5M0.66%––
British Airways Pensions Investment Management Ltd81,580$30.4M1.19%––
Blue Pool Management Ltd.81,134$30.2M6.77%––
Central Trust Co80,319$29.9M1.17%––
Pinnacle Financial Partners Inc81,118$29.5M1.33%––
Achmea Investment Management B.V.79,051$29.4M1.03%––
Van Eck Associates Corp79,010$29.4M0.08%––
Susquehanna Fundamental Investments, LLC78,942$29.4M0.50%––
Cookson Peirce & Co Inc78,886$29.4M1.92%––
MML Investors Services, LLC77,546$28.9M0.28%––
Varma Mutual Pension Insurance Co75,894$28.2M0.41%––
Chilton Capital Management LLC75,825$28.2M1.90%––
Raub Brock Capital Management LP75,453$28.1M4.43%––
Whittier Trust Co75,452$28.1M0.55%––
Community Trust & Investment Co75,382$28.0M2.74%––
SP Asset Management67,921$27.9M3.47%––
Flputnam Investment Management Co74,846$27.8M1.22%––
Pinebridge Investments, L.P.74,839$27.8M0.36%––
Cerity Partners LLC74,319$27.7M0.66%––
Pictet North America Advisors SA73,914$27.5M3.22%––
Stephens Inc73,898$27.5M0.45%––
Cumberland Partners Ltd73,840$27.5M2.26%––
Chartwell Investment Partners, LLC73,378$27.3M0.82%––
Bailard, Inc.72,894$27.1M1.01%––
Synovus Financial Corp72,506$27.0M0.30%––
Maryland State Retirement & Pension System72,520$27.0M0.94%––
Healthcare of Ontario Pension Plan Trust Fund72,146$26.8M0.07%––
DuPont Capital Management Corp71,448$26.6M0.64%––
Beach Investment Counsel Inc70,977$26.4M2.35%––
Heritage Investors Management Corp70,957$26.4M1.17%––
Capital Advisors Inc70,459$26.2M0.86%––
Fulton Breakefield Broenniman LLC70,376$26.2M2.42%––
B. Metzler seel. Sohn & Co. Holding AG70,309$26.2M0.43%––
Eastern Bank69,497$25.9M1.40%––
NFJ Investment Group, LLC69,372$25.8M0.52%––
Braun Stacey Associates Inc69,119$25.7M1.08%––
Veritas Investment Management (UK) Ltd68,825$25.6M4.78%––
MUFG Americas Holdings Corp68,794$25.6M0.50%––
Burney Co68,693$25.6M1.26%––
Fiduciary Trust Co68,663$25.5M0.52%––
Hantz Financial Services, Inc.68,503$25.5M1.06%––
Elo Mutual Pension Insurance Co68,451$25.5M0.85%––
Northwest & Ethical Investments L.P.68,188$25.4M0.89%––
Ashfield Capital Partners, LLC68,067$25.3M2.01%––
Raymond James Trust N.A.66,755$24.8M0.87%––
Captrust Financial Advisors66,332$24.7M0.27%––
Bowie Capital Management, LLC66,000$24.6M3.75%––
Roosevelt Investment Group LLC65,544$24.4M1.60%––
Davis R M Inc65,302$24.3M0.67%––
Smith Chas P & Associates Pa Cpas65,239$24.3M2.28%––
Locust Wood Capital Advisers, LLC64,999$24.2M1.73%––
Clough Capital Partners L P64,600$24.0M1.56%––
TPI Fund Managers Ltd64,566$24.0M3.75%––
AE Wealth Management LLC64,215$23.9M0.24%––
Wealthfront Advisers LLC63,463$23.6M0.13%––
Lido Advisors, LLC63,042$23.5M0.68%––
Galvin, Gaustad & Stein, LLC63,011$23.4M2.36%––
Regentatlantic Capital LLC62,846$23.4M0.79%––
Tdam USA Inc.62,743$23.3M1.42%––
RMB Capital Management, LLC62,489$23.3M0.86%––
Banco de Sabadell, S.A61,947$23.2M2.39%––
Sabal Trust CO61,905$23.0M1.71%––
Columbus Hill Capital Management, L.P.61,800$23.0M2.80%––
Atria Investments LLC60,716$22.6M0.50%––
New Mexico Educational Retirement Board59,820$22.3M0.88%––
GW Henssler & Associates Ltd59,601$22.2M1.59%––
MUFG Securities EMEA plc59,460$22.1M0.19%––
Voloridge Investment Management, LLC59,294$22.1M0.16%––
Shufro Rose & Co LLC59,005$22.0M1.74%––
Coronation Fund Managers Ltd.58,907$21.9M0.72%––
Gabelli Funds LLC58,800$21.9M0.15%––
Penserra Capital Management LLC58,689$21.8M0.40%––
Louisiana State Employees Retirement System58,600$21.8M0.57%––
PFS Investments Inc.58,372$21.7M0.56%––
Williams Jones Wealth Management, LLC.58,219$21.7M0.34%––
Farmers & Merchants Investments Inc58,101$21.6M1.04%––
Rockland Trust Co58,074$21.6M1.56%––
Penn Davis McFarland Inc57,621$21.4M4.10%––
Garrison Bradford & Associates Inc57,057$21.2M23.67%––