UNH — UNITEDHEALTH GROUP INCORPORATED
Index member: S&P 500
As of Q2 2026, 59 SEC-registered investment managers reported holding UNH (UNITEDHEALTH GROUP INCORPORATED) in their latest 13F filings, with a combined reported value of $148.21B across 379.79M shares. That is +5.0% by share count (+18.13M shares) versus the previous quarter, while reported value moved +60.8%. Ownership is concentrated: the five largest holders account for 49.4% of reported value and the top ten for 66.8%.
Compared with the prior quarter, 6 opened new positions, 25 added to existing stakes, 26 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UNH is a constituent of the S&P 500 and is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 76.86M | $31.95B | 0.50% | Add |
| Vanguard Group history | Q4 2025 | 91.60M | $30.24B | 0.44% | Add |
| Capital World Investors history | Q2 2026 | 29.89M | $12.42B | 1.55% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 27.99M | $11.63B | 0.56% | Add |
| Geode Capital Management history | Q2 2026 | 21.75M | $9.01B | 0.48% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 19.83M | $8.24B | 1.10% | Reduce |
| Morgan Stanley history | Q2 2026 | 14.80M | $6.15B | 0.34% | Reduce |
| Citadel Advisors history | Q2 2026 | 13.03M | $5.42B | 0.64% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 12.74M | $5.29B | 0.53% | Reduce |
| BNY Mellon history | Q2 2026 | 10.70M | $4.45B | 0.74% | Add |
| Wellington Management Group history | Q2 2026 | 10.68M | $4.44B | 0.81% | Add |
| Capital Research Global Investors history | Q2 2026 | 10.53M | $4.38B | 0.64% | Reduce |
| Bank of America Corp history | Q2 2026 | 9.74M | $4.05B | 0.27% | Reduce |
| Dodge & Cox history | Q2 2026 | 9.07M | $3.77B | 1.97% | Reduce |
| Northern Trust Corp history | Q2 2026 | 8.76M | $3.64B | 0.42% | Hold |
| Franklin Resources history | Q2 2026 | 8.64M | $3.59B | 0.82% | Add |
| Goldman Sachs Group history | Q2 2026 | 8.22M | $3.42B | 0.31% | Reduce |
| Invesco Ltd history | Q2 2026 | 6.86M | $2.85B | 0.24% | Add |
| UBS Group AG history | Q2 2026 | 6.42M | $2.67B | 0.36% | Add |
| Legal & General Investment Management America history | Q2 2026 | 5.88M | $2.44B | 0.51% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 201.50K sh · $84.59M
- Steadfast Capital Management 30.05K sh · $12.49M
- Baron Funds 10.06K sh · $4.18M
- Bridgewater Associates 6.20K sh · $2.58M
- Moore Capital Management 5.00K sh · $2.08M
- MFS Investment Management 2.03K sh · $842.07K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 3.69M sh · $991.45M
- Greenwoods Asset Management sold 130.31K sh · $35.26M
- Appaloosa Management sold 90.00K sh · $24.35M
- Baillie Gifford & Co sold 20.44K sh · $5.53M
- Markel Corp sold 18.70K sh · $5.06M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 73.61M | 72.01M | 74.62M | 75.31M | 74.29M | 74.74M | 73.47M | 76.86M |
| Capital World Investors | 34.27M | 33.87M | 34.81M | 34.12M | 33.23M | 30.69M | 29.39M | 29.16M | 28.85M | 28.86M | 28.32M | 28.02M | 26.24M | 21.52M | 22.78M | 18.33M | 21.77M | 22.59M | 27.78M | 29.89M |
| Fidelity Management & Research (FMR) | 48.10M | 48.02M | 48.82M | 49.81M | 50.38M | 48.42M | 45.52M | 44.94M | 43.49M | 41.73M | 35.67M | 32.70M | 32.50M | 30.12M | 24.22M | 16.80M | 13.69M | 12.70M | 12.02M | 27.99M |
| Geode Capital Management | 15.43M | 15.62M | 15.89M | 16.34M | 16.61M | 16.86M | 17.10M | 17.55M | 17.87M | 18.21M | 18.94M | 19.32M | 19.64M | 19.96M | 20.64M | 21.31M | 21.79M | 21.79M | 22.77M | 21.75M |
| Charles Schwab Investment Management | 4.95M | 5.01M | 5.15M | 5.18M | 5.21M | 5.34M | 5.78M | 5.82M | 5.84M | 5.98M | 6.38M | 6.50M | 6.04M | 6.22M | 7.07M | 7.50M | 8.06M | 8.44M | 20.82M | 19.83M |
| Morgan Stanley | 8.84M | 9.03M | 9.19M | 13.50M | 13.74M | 15.64M | 14.93M | 16.16M | 15.72M | 16.78M | 20.19M | 20.05M | 20.00M | 21.40M | 21.36M | 15.10M | 15.24M | 15.79M | 14.96M | 14.80M |
| Citadel Advisors | 2.03M | 1.49M | 1.99M | 3.13M | 3.69M | 2.93M | 2.47M | 3.07M | 2.97M | 2.82M | 2.98M | 3.08M | 3.06M | 4.41M | 3.77M | 13.48M | 21.45M | 22.00M | 17.76M | 13.03M |
| Norges Bank Investment Management | — | — | — | — | — | 9.83M | — | — | — | 11.02M | — | 11.71M | — | 12.60M | — | 12.30M | — | 13.26M | — | 12.74M |
| BNY Mellon | 9.75M | 9.23M | 9.12M | 9.33M | 9.28M | 8.90M | 8.31M | 8.06M | 8.24M | 8.30M | 8.00M | 8.04M | 7.90M | 7.93M | 8.13M | 7.88M | 7.75M | 9.16M | 10.09M | 10.70M |
| Wellington Management Group | 30.02M | 29.04M | 28.00M | 26.54M | 25.21M | 23.94M | 24.08M | 24.69M | 25.22M | 24.39M | 24.28M | 25.88M | 24.87M | 23.36M | 25.85M | 24.21M | 16.52M | 15.69M | 10.09M | 10.68M |
| Capital Research Global Investors | 18.03M | 17.79M | 19.27M | 19.22M | 18.70M | 17.31M | 14.88M | 14.40M | 14.80M | 15.12M | 13.15M | 17.57M | 17.98M | 17.97M | 20.83M | 5.75M | 13.04M | 6.26M | 17.11M | 10.53M |
| Bank of America Corp | 10.44M | 10.71M | 11.25M | 11.32M | 10.75M | 10.89M | 9.78M | 9.76M | 12.15M | 11.48M | 9.77M | 6.83M | 8.03M | 8.09M | 8.77M | 14.35M | 12.77M | 9.62M | 11.71M | 9.74M |
| Dodge & Cox | 4.41M | 4.27M | 4.25M | 4.06M | 3.80M | 3.53M | 3.49M | 3.45M | 3.45M | 3.41M | 3.95M | 3.92M | 3.90M | 4.09M | 4.02M | 8.75M | 9.51M | 9.17M | 9.47M | 9.07M |
| Northern Trust Corp | 10.92M | 10.74M | 10.50M | 10.42M | 10.32M | 10.29M | 10.24M | 9.45M | 9.79M | 9.57M | 9.21M | 9.04M | 8.45M | 9.50M | 9.33M | 8.97M | 9.11M | 8.85M | 8.78M | 8.76M |
| Franklin Resources | 4.63M | 4.76M | 4.87M | 4.70M | 4.66M | 4.75M | 4.92M | 5.04M | 4.90M | 4.70M | 7.48M | 7.87M | 8.18M | 8.92M | 8.85M | 4.88M | 5.84M | 6.42M | 5.67M | 8.64M |
| Goldman Sachs Group | 3.99M | 3.89M | 4.19M | 4.91M | 4.92M | 4.81M | 4.82M | 5.01M | 5.70M | 5.91M | 5.72M | 5.06M | 5.45M | 7.33M | 5.94M | 7.72M | 5.68M | 6.71M | 9.05M | 8.22M |
| Invesco Ltd | 4.56M | 4.69M | 6.02M | 6.23M | 5.72M | 4.89M | 4.50M | 4.44M | 4.23M | 4.59M | 5.34M | 5.32M | 6.12M | 6.03M | 5.99M | 4.16M | 4.31M | 5.31M | 6.32M | 6.86M |
| UBS Group AG | 3.23M | 3.73M | 3.20M | 3.11M | 3.08M | 3.76M | 3.74M | 4.50M | 4.41M | 4.74M | 5.59M | 6.82M | 7.08M | 6.06M | 6.13M | 5.09M | 5.14M | 3.20M | 3.82M | 6.42M |
| Legal & General Investment Management America | 6.47M | 6.34M | 6.82M | 6.96M | 6.79M | 6.63M | 6.67M | 6.95M | 6.67M | 8.50M | 8.81M | 8.30M | 8.26M | 6.01M | 5.95M | 6.02M | 6.26M | 6.06M | 6.12M | 5.88M |
| Amundi US | 1.90M | 1.90M | 1.94M | 1.77M | 2.62M | 3.38M | 3.73M | 1.90M | 3.26M | 3.76M | 3.29M | 3.94M | 3.08M | 6.07M | 4.63M | 6.19M | 5.81M | 7.36M | 6.38M | 5.05M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details