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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
Grimes & Company, Inc.26,376$9.81M0.47%––
AltraVue Capital, LLC26,330$9.80M2.17%––
Wilbanks Smith & Thomas Asset Management LLC26,279$9.78M0.42%––
Ledyard National Bank26,239$9.76M1.05%––
TD Private Client Wealth LLC26,223$9.76M0.46%––
Heritage Trust Co26,077$9.70M1.48%––
River & Mercantile Asset Management LLP25,954$9.67M0.58%––
Park Avenue Securities LLC25,966$9.66M0.23%––
Paloma Partners Management Co25,838$9.61M0.28%––
First Citizens Bank & Trust Co25,642$9.54M0.45%––
Usca Ria LLC25,587$9.52M0.63%––
Kentucky Retirement Systems Insurance Trust Fund25,484$9.48M1.02%––
D L Carlson Investment Group Inc25,483$9.48M1.73%––
Redpoint Investment Management Pty Ltd25,320$9.42M0.80%––
Quantitative Investment Management, LLC25,133$9.35M0.79%––
Premier Asset Management LLC24,980$9.29M1.66%––
Bright Rock Capital Management, LLC24,938$9.28M2.37%––
Wedbush Securities Inc24,893$9.26M0.51%––
Sumitomo Life Insurance Co24,768$9.21M0.37%––
Banque Cantonale Vaudoise24,679$9.18M0.47%––
Cohen Klingenstein LLC24,500$9.12M0.42%––
Highlander Capital Management, LLC24,440$9.09M4.76%––
BerganKDV Wealth Management, LLC24,228$9.01M1.16%––
Quadrature Capital Ltd24,189$9.01M0.44%––
Mount Yale Investment Advisors, LLC24,160$8.99M1.18%––
Gotham Asset Management, LLC24,142$8.98M0.40%––
IndexIQ Advisors LLC23,940$8.91M0.32%––
Mizuho Securities USA LLC23,846$8.87M0.85%––
TruWealth Advisors, LLC23,815$8.86M1.20%––
Hudson Valley Investment Advisors Inc23,798$8.86M1.58%––
Bamco Inc23,786$8.85M0.02%––
Goelzer Investment Management, Inc.23,726$8.83M0.78%––
AdvisorNet Financial, Inc23,715$8.82M0.63%––
Wealthspire Advisors, LLC23,701$8.82M0.21%––
Sectoral Asset Management Inc23,650$8.80M0.67%––
Morse Asset Management, Inc23,648$8.80M2.26%––
Alerus Financial NA23,495$8.74M0.92%––
MainStreet Investment Advisors LLC23,451$8.72M0.73%––
Arden Trust Co23,375$8.70M1.46%––
Pensionfund DSM Netherlands23,300$8.67M1.16%––
Folger Nolan Fleming Douglas Capital Management, Inc23,190$8.63M1.05%––
MD Financial Management Inc.23,175$8.62M0.25%––
BBVA USA Bancshares, Inc.23,138$8.61M0.41%––
Central Bank & Trust Co23,078$8.59M1.47%––
Terry L. Blaker22,977$8.55M0.57%––
Cresset Asset Management, LLC22,940$8.54M0.14%––
Level Four Advisory Services, LLC22,918$8.53M0.66%––
Somerville Kurt F22,891$8.52M1.35%––
American Portfolios Advisors22,780$8.48M0.37%––
Profund Advisors LLC22,711$8.45M0.32%––
Segment Wealth Management, LLC22,698$8.45M1.12%––
Wedge Capital Management L L P22,601$8.41M0.10%––
Independent Advisor Alliance22,288$8.29M0.49%––
Wetherby Asset Management Inc22,236$8.27M0.63%––
Sigma Planning Corp22,212$8.26M0.27%––
Spearhead Capital Advisors, LLC22,168$8.25M1.22%––
Tocqueville Asset Management L.P.22,133$8.23M0.13%––
Olstein Capital Management, L.P.22,000$8.19M1.14%––
Gifford Fong Associates22,000$8.19M1.76%––
Leavell Investment Management, Inc.21,947$8.17M0.67%––
Glenview Trust Co21,924$8.16M0.35%––
CQS (US), LLC21,753$8.09M0.54%––
BTC Capital Management, Inc.21,702$8.08M0.90%––
Exencial Wealth Advisors, LLC21,671$8.06M0.48%––
Sargent Bickham Lagudis LLC21,665$8.06M0.71%––
Fulcrum Capital LLC21,526$8.01M2.30%––
RNC Capital Management LLC21,416$7.97M0.45%––
Dana Investment Advisors, Inc.21,349$7.94M0.37%––
Benjamin F. Edwards & Company, Inc.21,319$7.93M0.43%––
Citizens Business Bank21,263$7.91M1.11%––
Everence Capital Management Inc21,200$7.89M0.72%––
St Germain D J Co Inc21,113$7.86M0.53%––
Estabrook Capital Management21,079$7.84M1.21%––
Motco20,652$7.68M0.54%––
Greenline Partners, LLC20,628$7.67M1.68%––
Penobscot Investment Management Company, Inc.20,560$7.65M1.21%––
Evoke Wealth, LLC20,545$7.64M0.35%––
Granite Investment Partners, LLC20,530$7.64M0.25%––
LS Investment Advisors, LLC20,518$7.63M0.43%––
Copeland Capital Management, LLC20,514$7.63M0.24%––
Cambridge Financial Group, Inc.20,458$7.61M3.36%––
Greenwich Wealth Management LLC20,421$7.60M0.61%––
KMG Fiduciary Partners, LLC20,357$7.57M1.48%––
Motley Fool Asset Management LLC20,302$7.55M0.55%––
Squarepoint Ops LLC20,274$7.54M0.07%––
Covington Investment Advisors Inc.20,248$7.53M1.82%––
B. Riley Wealth Management, Inc.20,221$7.52M0.88%––
Homrich & Berg20,158$7.50M0.19%––
Silvant Capital Management LLC20,124$7.49M1.28%––
Cypress Growth Fund III LP20,000$7.44M6.42%––
Gabalex Capital Management LLC20,000$7.44M3.76%––
Sivik Global Healthcare LLC20,000$7.44M2.71%––
First Hawaiian Bank19,982$7.43M0.32%––
Johnson Investment Counsel Inc19,922$7.41M0.11%––
Parsec Financial Management, Inc.19,797$7.37M0.38%––
Ieq Capital, LLC19,763$7.35M0.30%––
Security National Bank19,656$7.31M2.15%––
Sumitomo Mitsui Financial Group, Inc.19,611$7.30M0.17%––
World Asset Management Inc18,248$7.28M0.65%––
Cozad Asset Management Inc19,531$7.27M1.18%––