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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
Amalgamated Bank57,012$21.2M0.80%––
Sawgrass Asset Management LLC55,958$20.8M1.68%––
Kentucky Retirement Systems55,791$20.8M1.01%––
Chilton Investment Co LLC55,742$20.7M0.57%––
Moore Capital Management, LP55,640$20.7M0.40%––
Badgley Phelps & Bell Inc55,406$20.6M0.85%––
Boston Private Wealth LLC55,318$20.6M0.29%––
RBF Capital, LLC55,000$20.5M1.28%––
Azimuth Capital Management LLC54,585$20.3M0.96%––
Oppenheimer & Co Inc54,338$20.2M0.40%––
Systematic Alpha Investments, LLC53,947$20.1M1.29%––
First National Trust Co53,773$20.0M1.31%––
North Point Portfolio Managers Corp53,486$19.9M2.88%––
Advisors Asset Management, Inc.53,376$19.9M0.31%––
Spire Wealth Management52,989$19.5M0.52%––
First Foundation Advisors52,367$19.5M0.84%––
Heritage Wealth Advisors52,245$19.4M1.17%––
Pacer Advisors, Inc.51,834$19.3M0.34%––
Marco Investment Management LLC51,387$19.1M2.50%––
D'Orazio & Associates, Inc.51,374$19.1M5.34%––
Cohen Capital Management, Inc.51,354$19.1M3.50%––
Palladium Partners LLC51,294$19.1M0.95%––
Lombard Odier Asset Management (Switzerland) SA50,801$18.9M1.26%––
TownSquare Capital, LLC50,708$18.9M0.73%––
Wolverine Trading, LLC50,415$18.8M0.36%––
Callahan Advisors, LLC50,505$18.8M2.54%––
Earnest Partners LLC50,501$18.8M0.11%––
Old National Bancorp50,482$18.8M0.75%––
Stack Financial Management, Inc50,424$18.8M1.58%––
Trust Co of Virginia50,052$18.6M2.16%––
SG Americas Securities, LLC49,590$18.5M0.11%––
GAM Holding AG49,345$18.4M0.86%––
Wealthstreet Investment Advisors, LLC49,104$18.3M1.78%––
Bell Asset Management Ltd49,056$18.3M3.92%––
Narwhal Capital Management49,006$18.2M2.47%––
QV Investors Inc.48,770$18.1M1.12%––
Blue Chip Partners, Inc.48,644$18.1M2.78%––
Livforsakringsbolaget Skandia, Omsesidigt48,358$18.0M1.25%––
Hendershot Investments Inc.48,078$17.9M4.15%––
Maple Capital Management, Inc.47,829$17.8M2.63%––
Massmutual Trust Co FSB47,563$17.7M0.83%––
Private Advisor Group, LLC47,334$17.6M0.17%––
Gluskin Sheff & Assoc Inc47,166$17.5M0.79%––
Parallax Volatility Advisers, L.P.47,007$17.5M0.15%––
Associated Banc-Corp69,836$17.4M1.08%––
Foyston, Gordon, & Payne Inc46,584$17.3M4.09%––
Meiji Yasuda Asset Management Co Ltd.46,562$17.3M1.28%––
Hexavest Inc.46,038$17.1M0.76%––
Advisor Partners LLC45,909$17.1M1.22%––
Payden & Rygel45,900$17.1M0.79%––
Pinnacle Associates Ltd45,244$16.8M0.32%––
Snowden Capital Advisors LLC44,939$16.7M0.96%––
Colonial Trust Advisors44,628$16.6M2.18%––
Private Capital Advisors, Inc.44,627$16.6M3.10%––
O'Shares Investment Advisers, LLC44,602$16.6M1.23%––
Edmond de Rothschild Holding S.A.44,599$16.6M0.45%––
Quest Investment Management LLC44,593$16.6M1.52%––
Freestone Capital Holdings, LLC44,262$16.5M0.90%––
Novare Capital Management LLC44,186$16.4M1.98%––
Abner Herrman & Brock LLC43,951$16.4M2.47%––
LSV Asset Management43,750$16.3M0.03%––
Lockheed Martin Investment Management Co43,587$16.2M0.83%––
Citizens Financial Group Inc43,529$16.2M0.85%––
Torray LLC43,416$16.2M2.53%––
Dowling & Yahnke LLC43,401$16.1M1.10%––
Middleton & Co Inc43,356$16.1M1.82%––
Peapack Gladstone Financial Corp43,261$16.1M0.42%––
Front Barnett Associates LLC43,158$16.1M1.79%––
Patten & Patten Inc42,889$16.0M1.31%––
Northwestern Mutual Investment Management Company, LLC42,854$15.9M0.28%––
BTR Capital Management Inc42,837$15.9M2.32%––
Crossmark Global Holdings, Inc.42,142$15.7M0.39%––
Stillwater Capital Advisors, LLC42,129$15.7M2.84%––
Haverford Financial Services, Inc.41,812$15.6M4.06%––
Voya Financial Advisors, Inc.41,032$15.3M0.60%––
Hancock Whitney Corp41,147$15.3M0.52%––
FineMark National Bank & Trust41,026$15.3M0.65%––
Hemenway Trust Co LLC40,428$15.0M1.64%––
Capital International Sarl40,269$15.0M1.43%––
Cardinal Capital Management, Inc.40,119$14.9M0.88%––
Oak Ridge Investments LLC39,867$14.8M1.38%––
Oxbow Advisors, LLC39,591$14.7M1.79%––
Osher Van de Voorde Investment Management39,490$14.7M3.76%––
Calamos Wealth Management LLC39,271$14.6M1.20%––
Stewart & Patten Co LLC39,183$14.6M2.37%––
Cetera Investment Advisers39,108$14.6M0.29%––
Baltimore-Washington Financial Advisors, Inc.39,033$14.5M1.48%––
Bank of the West38,537$14.3M1.61%––
Punch & Associates Investment Management, Inc.38,381$14.3M0.86%––
NewEdge Wealth, LLC38,230$14.2M1.41%––
American National Bank38,174$14.2M3.35%––
Kdi Capital Partners LLC38,111$14.2M5.51%––
CCM Investment Advisers LLC37,880$14.1M1.91%––
JLB & Associates Inc37,819$14.1M2.31%––
E. Ohman J:or Asset Management AB37,700$14.0M0.51%––
Eagle Global Advisors LLC37,593$14.0M1.03%––
National Asset Management, Inc.37,820$14.0M0.49%––
YHB Investment Advisors, Inc.35,390$13.8M1.20%––
Siemens Fonds Invest GmbH36,976$13.8M1.33%––
Palisade Asset Management, LLC36,877$13.7M1.77%––