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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 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 May 2024
Managers listing it
44
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 35 listed it in both
Shares listed
166,792,492
combined, among listed positions
Reported value
$82.5bn
combined, at the quarter end

Among the 93 comparable managers: 22 buyers (opened or added shares) and 25 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

44 of 44 holders

ActionFiling
Fidelity (FMR LLC)35,668,357$17.6bn1.18%Trimmed-6,061,3515 Nov 2026 (the filing on sec.gov)
Capital World Investors28,321,829$14.0bn2.32%Trimmed-540,51614 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc26,062,928$12.9bn1.58%Added+94,64115 May 2024 (the filing on sec.gov)
Wellington Management Group LLP24,283,224$12.0bn2.13%Trimmed-109,48215 May 2024 (the filing on sec.gov)
Capital Research Global Investors13,154,482$6.5bn1.47%Trimmed-1,967,72114 May 2024 (the filing on sec.gov)
AllianceBernstein LP10,414,943$5.2bn1.82%Trimmed-1,584,91714 May 2024 (the filing on sec.gov)
Invesco Ltd5,341,081$2.6bn0.57%Added+752,43214 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd5,316,669$2.6bn1.43%Trimmed-321,27915 May 2024 (the filing on sec.gov)
Dodge & Cox3,946,005$2.0bn1.13%Added+539,81314 May 2024 (the filing on sec.gov)
Polen Capital Management LLC2,393,781$1.2bn2.73%Trimmed-41,29310 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP2,166,179$1.1bn0.99%Added+504,72115 May 2024 (the filing on sec.gov)
Farallon Capital Management LLC1,701,410$842m3.57%Added+498,81024 May 2024 (the filing on sec.gov)
Viking Global Investors LP1,361,207$673m2.51%Added+900,42515 May 2024 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP1,027,863$508m7.89%Trimmed-41,55615 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC976,184$483m0.40%Trimmed-638,81714 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.728,783$361m0.31%Added+341,63815 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC481,915$238m0.41%Added+281,82415 May 2024 (the filing on sec.gov)
Citadel Advisors LLC396,989$196munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Susquehanna International Group LLP388,395$192munder 0.1%Trimmed-133,2797 May 2024 (the filing on sec.gov)
AQR Capital Management LLC352,767$174m0.30%Trimmed-40,13415 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC319,307$158m0.28%Addedn.a.13 May 2024 (the filing on sec.gov)
Millennium Management LLC222,750$110munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC214,311$106m0.39%Newnew15 May 2024 (the filing on sec.gov)
Appaloosa LP200,000$99m1.46%Held015 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP183,300$91m0.21%Trimmed-50,10015 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (6)

Exited (4)

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 →