Skip to main content

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
Advisory Research Inc36,820$13.7M0.96%––
Beacon Investment Advisory Services, Inc.36,704$13.7M0.60%––
Washington Trust Bank36,533$13.6M1.67%––
Bragg Financial Advisors, Inc36,419$13.6M0.91%––
Violich Capital Management, Inc.36,155$13.5M2.43%––
Chesley Taft & Associates LLC36,232$13.4M0.80%––
Kayne Anderson Rudnick Investment Management LLC35,425$13.2M0.04%––
Worldquant Millennium Advisors LLC35,434$13.2M0.28%––
Diversified Trust Co34,956$13.0M0.50%––
Cullinan Associates Inc34,907$13.0M0.75%––
Neville Rodie & Shaw Inc34,825$13.0M1.07%––
Two Sigma Advisers, LP34,700$12.9M0.04%––
ExodusPoint Capital Management, LP34,663$12.9M0.26%––
Cypress Capital Management LLC34,590$12.9M1.77%––
Allstate Corp34,460$12.8M0.40%––
Cigna Investments Inc34,092$12.7M0.87%––
Dorsey & Whitney Trust CO LLC34,009$12.7M1.26%––
Nicola Wealth Management Ltd.34,000$12.7M1.41%––
EP Wealth Advisors, LLC33,815$12.6M0.40%––
Smith Asset Management Group LP33,574$12.5M0.66%––
Veritable, L.P.33,572$12.5M0.21%––
Comerica Securities,inc.33,427$12.4M0.95%––
Makena Capital Management LLC33,389$12.4M1.97%––
Whittier Trust Co of Nevada Inc33,376$12.4M0.56%––
Mark Sheptoff Financial Planning, LLC33,375$12.4M7.13%––
HighTower Trust Services, LTA33,351$12.4M1.66%––
Clifford Swan Investment Counsel LLC33,180$12.3M0.51%––
Value Partners Investments Inc.33,170$12.3M1.07%––
Cetera Advisor Networks LLC32,946$12.3M0.26%––
Pioneer Trust Bank N A32,910$12.2M3.50%––
D.A. Davidson & Co.32,836$12.2M0.16%––
Andra AP-fonden32,800$12.2M0.27%––
Wallington Asset Management, LLC32,778$12.2M2.23%––
Atlantic Union Bankshares Corp32,521$12.1M1.24%––
Harbor Investment Advisory, LLC32,485$12.1M1.82%––
Appleton Partners Inc32,440$12.1M1.12%––
Fidelity National Financial, Inc.32,440$12.1M0.87%––
Bridgecreek Investment Management, LLC32,190$12.0M1.85%––
IBM Retirement Fund32,140$12.0M0.85%––
Lowe Brockenbrough & Co Inc32,137$12.0M1.16%––
Girard Partners Ltd.32,093$11.9M1.72%––
Stewart Asset Management, LLC32,038$11.9M7.63%––
Graticule Asia Macro Advisors LLC32,000$11.9M2.00%––
Vestmark Advisory Solutions, Inc.31,991$11.9M1.06%––
Arbor Wealth Management, LLC31,943$11.9M3.51%––
Alpha Cubed Investments, LLC31,841$11.8M0.92%––
Marshall Wace, LLP31,735$11.8M0.06%––
Kornitzer Capital Management Inc31,526$11.7M0.19%––
Amica Mutual Insurance Co31,490$11.7M1.34%––
James Investment Research Inc31,395$11.7M1.06%––
Venturi Wealth Management, LLC31,276$11.6M1.11%––
Conning Inc.31,222$11.6M0.35%––
First American Bank30,775$11.4M0.72%––
Northern Oak Wealth Management Inc30,679$11.4M1.48%––
Banco Bilbao Vizcaya Argentaria, S.A.30,577$11.4M0.23%––
First Quadrant L P30,564$11.4M1.21%––
Pittenger & Anderson Inc30,379$11.3M0.61%––
Hyperion Capital Advisors LP30,156$11.2M3.62%––
Adell Harriman & Carpenter Inc30,119$11.2M1.36%––
Gradient Investments LLC30,111$11.2M0.36%––
RiverFront Investment Group, LLC30,102$11.2M0.24%––
Arnhold LLC30,078$11.2M1.34%––
Meeder Asset Management Inc30,054$11.2M0.57%––
PEAK6 Investments LLC29,957$11.1M0.29%––
Carlson Capital Management29,803$11.1M1.90%––
Buckingham Capital Management, Inc.29,785$11.1M1.87%––
Aptus Capital Advisors, LLC29,408$10.9M0.57%––
Asymmetry Capital Management, L.P.29,357$10.9M5.65%––
Alphinity Investment Management Pty Ltd29,143$10.8M0.51%––
Schmidt P J Investment Management Inc26,997$10.8M2.26%––
Cinctive Capital Management LP29,103$10.8M0.69%––
Addenda Capital Inc.30,724$10.8M0.55%––
Granite Investment Advisors, LLC28,906$10.8M1.80%––
GWM Advisors LLC28,843$10.7M0.32%––
Leuthold Group, LLC28,833$10.7M1.35%––
Barrett Asset Management, LLC28,691$10.7M0.53%––
Ossiam28,689$10.7M0.33%––
Stonnington Group, LLC26,253$10.6M2.58%––
St. James Investment Company, LLC28,565$10.6M1.41%––
Ameritas Investment Partners, Inc.29,186$10.6M0.40%––
RiverPark Advisors, LLC28,422$10.6M1.74%––
Vestcor Inc28,409$10.6M0.40%––
Marks Group Wealth Management, Inc28,359$10.5M1.56%––
Twin Capital Management Inc28,041$10.4M1.04%––
Howe & Rusling Inc28,033$10.4M1.42%––
Vident Investment Advisory, LLC27,939$10.4M0.35%––
Bridgeway Capital Management, LLC27,850$10.4M0.19%––
German American Bancorp, Inc.27,821$10.4M1.79%––
King Wealth27,688$10.3M2.31%––
Picton Mahoney Asset Management27,680$10.3M0.51%––
Muhlenkamp & Co Inc24,412$10.3M3.81%––
Logan Capital Management Inc27,590$10.3M0.51%––
Illinois Municipal Retirement Fund27,545$10.2M0.45%––
WESPAC Advisors SoCal, LLC27,482$10.2M4.01%––
Forbes J M & Co LLP27,356$10.2M1.42%––
Telemus Capital, LLC27,103$10.0M0.69%––
First National Bank of Omaha26,518$9.87M0.51%––
Madison Asset Management, LLC26,454$9.84M0.14%––
Argent Trust Co26,439$9.84M0.69%––
Catalyst Capital Advisors LLC26,403$9.82M0.55%––