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UNH in the 13F filings

Unitedhealth Group Inc · CUSIP 91324P102

Sector · Health care services and researchTheme · Managed care
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 26 Jan 2024
Managers listing it
42
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 37 listed it in both
Shares listed
175,611,238
combined, among listed positions
Reported value
$92.5bn
combined, at the quarter end

Among the 93 comparable managers: 17 buyers (opened or added shares) and 28 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing UNH in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

42 of 42 holders

ActionFiling
Fidelity (FMR LLC)41,729,708$22.0bn1.69%Trimmed-1,764,5955 Nov 2026 (the filing on sec.gov)
Capital World Investors28,862,345$15.2bn2.70%Added+9,09313 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc25,968,287$13.7bn1.84%Trimmed-789,86116 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP24,392,706$12.8bn2.39%Trimmed-827,52812 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors15,122,203$8.0bn1.96%Added+324,73313 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP11,999,860$6.3bn2.43%Added+289,94614 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd5,637,948$3.0bn1.77%Trimmed-427,19014 Feb 2024 (the filing on sec.gov)
Invesco Ltd4,588,649$2.4bn0.57%Added+355,26713 Feb 2024 (the filing on sec.gov)
Dodge & Cox3,406,192$1.8bn1.14%Trimmed-40,99822 Feb 2024 (the filing on sec.gov)
Polen Capital Management LLC2,435,074$1.3bn3.09%Trimmed-103,06010 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,661,458$875m0.92%Added+126,19614 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,615,001$850m0.74%Added+438,64714 Nov 2024 (the filing on sec.gov)
Farallon Capital Management LLC1,202,600$633m2.90%Trimmed-144,10014 Feb 2024 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP1,069,419$563m9.00%Trimmed-26,04014 Feb 2024 (the filing on sec.gov)
Lone Pine Capital LLC891,167$469m4.06%Held014 Feb 2024 (the filing on sec.gov)
Coatue Management LLC530,384$279m1.17%Trimmed-106,58214 Feb 2024 (the filing on sec.gov)
Susquehanna International Group LLP521,674$275m0.05%Added+30,74214 Feb 2024 (the filing on sec.gov)
Viking Global Investors LP460,782$243m0.89%Trimmed-1,397,16214 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP441,355$232m0.53%Added+321,14614 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC392,901$206m0.39%Trimmed-149,13414 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.387,145$204m0.18%Trimmed-568,19814 Feb 2024 (the filing on sec.gov)
MFS Investment Management290,706$153munder 0.1%Trimmed-7,8538 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP248,158$131m0.22%Trimmed-14,12914 Feb 2024 (the filing on sec.gov)
Man Group PLC239,357$126m0.35%Added+6714 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP233,400$123m0.29%Trimmed-40,10014 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
37 in Q3 2024 to 43 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
UNH by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201325$16.4bnn.a.n.a.
Q3 201324$18.4bnn.a.n.a.
Q4 201317$19.5bnn.a.n.a.
Q1 201421$21.7bnn.a.n.a.
Q2 201422$21.4bnn.a.n.a.
Q3 201422$22.2bnn.a.n.a.
Q4 201423$25.1bnn.a.n.a.
Q1 201528$29.1bnn.a.n.a.
Q2 201525$30.0bnn.a.n.a.
Q3 201522$30.0bnn.a.n.a.
Q4 201524$31.1bnn.a.n.a.
Q1 201624$33.8bnn.a.n.a.
Q2 201627$35.8bnn.a.n.a.
Q3 201625$35.0bnn.a.n.a.
Q4 201636$37.7bnn.a.n.a.
Q1 201736$38.7bnn.a.n.a.
Q2 201732$43.9bnn.a.n.a.
Q3 201735$46.7bnn.a.n.a.
Q4 201736$52.5bnn.a.n.a.
Q1 201838$50.9bnn.a.n.a.
Q2 201836$59.2bnn.a.n.a.
Q3 201840$61.0bnn.a.n.a.
Q4 201836$58.1bnn.a.n.a.
Q1 201937$56.8bnn.a.n.a.
Q2 201937$57.3bnn.a.n.a.
Q3 201936$48.7bnn.a.n.a.
Q4 201932$70.4bnn.a.n.a.
Q1 202042$59.2bnn.a.n.a.
Q2 202034$67.5bnn.a.n.a.
Q3 202037$71.0bnn.a.n.a.
Q4 202036$79.4bnn.a.n.a.
Q1 202137$81.7bnn.a.n.a.
Q2 202143$86.1bnn.a.n.a.
Q3 202138$81.3bnn.a.n.a.
Q4 202138$104bnn.a.n.a.
Q1 202241$105bnn.a.n.a.
Q2 202233$107bnn.a.n.a.
Q3 202242$102bnn.a.n.a.
Q4 202243$116bnn.a.n.a.
Q1 202351$90.5bnn.a.n.a.
Q2 202343$88.3bnn.a.n.a.
Q3 202343$91.0bnn.a.n.a.
Q4 202342$92.5bn1728
Q1 202444$82.5bn2225
Q2 202443$87.4bn2225
Q3 202437$95.7bn1030
Q4 202445$79.2bn2719
Q1 202549$81.5bn2625
Q2 202550$44.5bn3022
Q3 202542$44.3bn1728
Q4 202541$42.6bn2526
Q1 202644$38.0bn3024
Q2 202643$62.3bn2924

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

UNH and ELV →UNH and CI →UNH and HUM →Choose a stock to compare with UNH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own UNH, latest filings →Back to the 13F Explorer →