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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
Advanced Asset Management Advisors Inc19,400$7.22M1.61%––
Cubic Asset Management, LLC19,390$7.21M1.90%––
Focus Financial Network, Inc.19,339$7.20M0.84%––
Edgestream Partners, L.P.19,279$7.17M0.40%––
Gyroscope Capital Management Group, LLC19,272$7.17M2.87%––
Jackson Wealth Management, LLC19,171$7.13M1.07%––
Contravisory Investment Management, Inc.19,142$7.12M2.23%––
Distillate Capital Partners LLC19,111$7.11M2.30%––
Greystone Financial Group, LLC17,191$7.08M1.80%––
Core Alternative Capital19,008$7.07M2.01%––
Chronos Wealth Management, LLC18,912$7.04M5.32%––
Fulton Bank, N.A.18,845$7.01M0.35%––
Oakwood Capital Management LLC18,843$7.01M2.07%––
WoodTrust Financial Corp18,822$7.00M2.06%––
Ninety One SA (PTY) Ltd18,659$6.98M2.65%––
Caldwell Trust Co18,732$6.97M0.97%––
Pathstone Family Office, LLC18,724$6.97M0.24%––
Sheaff Brock Investment Advisors, LLC18,706$6.96M0.74%––
Highland Capital Management, LLC18,660$6.94M0.43%––
Burt Wealth Advisors18,596$6.92M2.55%––
Stonebridge Capital Advisors LLC18,587$6.92M0.92%––
Meiji Yasuda Life Insurance Co18,542$6.90M0.13%––
Texas Capital Bank Wealth Management Services Inc18,425$6.86M0.98%––
Farmers & Merchants Trust Co of Long Beach18,407$6.85M2.30%––
Kesler, Norman & Wride, LLC18,188$6.77M1.68%––
Barings LLC18,178$6.76M0.17%––
Princeton Global Asset Management LLC18,148$6.75M2.18%––
Ascent Wealth Partners, LLC18,130$6.75M1.47%––
Rafferty Asset Management, LLC18,119$6.74M0.05%––
Greenleaf Trust18,055$6.72M0.09%––
Live Oak Private Wealth LLC18,043$6.71M1.65%––
Transform Wealth, LLC18,040$6.71M1.35%––
Chemung Canal Trust Co17,907$6.66M1.34%––
EULAV Asset Management17,805$6.63M0.18%––
Corient Capital Partners, LLC17,755$6.61M0.57%––
Symmetry Partners, LLC17,736$6.60M0.47%––
Weatherly Asset Management L. P.17,645$6.57M0.91%––
Citizens National Bank Trust Department17,635$6.56M1.99%––
Cetera Advisors LLC17,605$6.55M0.18%––
Synergy Financial Management, LLC17,530$6.52M1.95%––
Empire Life Investments Inc.17,493$6.51M0.45%––
Sowell Financial Services LLC15,593$6.47M0.23%––
Ethic Inc.17,323$6.45M1.15%––
Toth Financial Advisory Corp17,258$6.42M1.03%––
Unified Trust Company, N.A.17,242$6.42M2.09%––
Buckingham Strategic Wealth, LLC17,196$6.40M0.32%––
Meridian Wealth Management, LLC17,183$6.39M0.93%––
Stolper Co17,075$6.35M3.27%––
Eudaimonia Partners, LLC17,066$6.35M1.32%––
Connors Investor Services Inc17,015$6.33M0.72%––
Great Valley Advisor Group, Inc.17,004$6.33M0.61%––
Optimum Investment Advisors16,948$6.31M1.85%––
O'Shaughnessy Asset Management, LLC16,948$6.31M0.14%––
CX Institutional16,884$6.28M0.56%––
Arrow Financial Corp16,791$6.25M0.83%––
First Midwest Bank Trust Division16,720$6.22M0.86%––
Private Advisory Group LLC16,675$6.20M1.78%––
Guardian Capital LP16,610$6.18M0.10%––
Roundview Capital LLC16,588$6.17M0.78%––
Lincoln Capital Corp16,578$6.17M3.85%––
Mattern Capital Management, LLC16,554$6.16M1.33%––
Alexandria Capital, LLC16,544$6.16M0.62%––
Pictet Bank & Trust Ltd16,500$6.14M3.62%––
Pitcairn Co16,487$6.13M0.44%––
Winmill & Co. Inc16,475$6.13M2.26%––
Spinnaker Trust16,447$6.12M0.46%––
Asset Planning Services Inc16,425$6.11M3.69%––
Decatur Capital Management, Inc.16,399$6.10M2.11%––
Mader & Shannon Wealth Management, Inc.16,371$6.09M3.56%––
Liberty Capital Management, Inc.16,313$6.07M2.10%––
Eagle Capital Management, LLC16,250$6.05M1.85%––
Avantax Advisory Services, Inc.16,225$6.04M0.13%––
Richard Bernstein Advisors LLC16,234$6.04M0.14%––
Wright Investors Service Inc16,186$6.02M1.82%––
Woodline Partners LP16,173$6.02M0.13%––
SOL Capital Management CO16,126$6.00M1.27%––
GHP Investment Advisors, Inc.16,036$5.97M0.52%––
Autus Asset Management, LLC15,982$5.95M0.70%––
Sigma Investment Counselors Inc15,978$5.95M0.48%––
McKinley Carter Wealth Services, Inc.15,962$5.94M0.51%––
Ayrshire Capital Management LLC15,956$5.94M3.64%––
Kings Point Capital Management15,955$5.94M0.59%––
Brown Brothers Harriman & Co15,938$5.93M0.04%––
Scholtz & Company, LLC15,916$5.92M2.25%––
Meritage Portfolio Management15,882$5.91M0.39%––
Equitable Trust Co15,839$5.89M0.44%––
Elk River Wealth Management, LLC15,835$5.89M1.68%––
Monetary Management Group Inc15,810$5.88M1.88%––
Cape Cod Five Cents Savings Bank15,806$5.88M0.64%––
Rothschild Capital Partners, LLC15,698$5.84M1.98%––
Marshall & Sullivan Inc15,651$5.82M3.51%––
Running Oak Capital LLC15,607$5.81M1.77%––
Arjuna Capital15,594$5.80M2.85%––
JustInvest LLC15,470$5.76M0.87%––
Armstrong Shaw Associates Inc15,428$5.74M5.25%––
Thompson Investment Management, Inc.15,423$5.74M0.87%––
Ashton Thomas Private Wealth, LLC15,401$5.73M0.97%––
Evergreen Capital Management LLC15,332$5.71M0.29%––
Harbour Capital Advisors, LLC15,328$5.70M1.68%––
Lester Murray Antman dba SimplyRich15,299$5.69M2.26%––