Security record · archived quarter
UNH
UnitedHealth Group Incorporated · Healthcare · Medical - Healthcare Plans
26Tracked holders
-2Δ holders
169.46MShares held
$88.72BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +3.9% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 192 | +4 | 638.80M | $264.40B | +9 | −4 |
| Q1 2026 | 190 | -6 | 606.80M | $164.36B | +1 | −8 |
| Q4 2025 | 195 | +3 | 637.54M | $210.43B | +4 | — |
| Q3 2025 | 33 | -2 | 387.11M | $133.65B | +1 | −4 |
| Q2 2025 | 33 | +4 | 360.68M | $112.49B | +5 | −1 |
| Q1 2025 | 26 | -2 | 169.46M | $88.72B | — | −2 |
| Q4 2024 | 28 | +3 | 163.08M | $82.47B | +4 | −1 |
| Q3 2024 | 24 | -5 | 123.39M | $72.10B | — | −5 |
| Q2 2024 | 29 | — | 129.84M | $66.09B | — | — |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 45.34M | -0.6% | $23.75B | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 25.85M | +10.7% | $13.54B | 2.6% | ▲ Add | 4 | SEC ↗ |
| 11 | Capital World Investors ✦ | 22.78M | +5.9% | $11.93B | 1.9% | ▲ Add | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 21.39M | 0.0% | $11.20B | 1.4% | ▼ Trim | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 21.39M | 0.0% | $11.20B | 1.4% | ▼ Trim | 4 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passive) | 20.64M | +3.4% | $10.78B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passive) | 20.64M | +3.4% | $10.78B | 0.8% | ▲ Add | 4 | SEC ↗ |
| 16 | Norges Bank ✦ (passive) | 12.59M | -0.1% | $6.59B | 0.9% | ▼ Trim | 4 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 5.25M | +52.9% | $2.75B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Dodge & Cox ✦ | 4.02M | -1.8% | $2.11B | 1.2% | ▼ Trim | 4 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 2.25M | +94.3% | $1.18B | 1.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Viking Global Investors ✦ | 2.14M | +12.5% | $1.12B | 3.6% | ▲ Add | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 1.01M | -10.7% | $529.08M | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 931.17K | -52.4% | $487.70M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 23 | Marshall Wace ✦ | 931.17K | -52.4% | $487.70M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 931.17K | -52.4% | $487.70M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 25 | Marshall Wace ✦ | 931.17K | -52.4% | $487.70M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 26 | Adage Capital Partners ✦ | 914.05K | +0.3% | $478.73M | 0.9% | ▲ Add | 4 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 840.77K | +788.3% | $440.36M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 840.77K | +788.3% | $440.36M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 840.77K | +788.3% | $440.36M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 784.69K | +251.5% | $410.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 781.21K | -50.6% | $409.16M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 781.21K | -50.6% | $409.16M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 39 | Baillie Gifford ✦ | 707.79K | -6.7% | $370.71M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 40 | Baillie Gifford ✦ | 707.79K | -6.7% | $370.71M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 41 | Baillie Gifford ✦ | 707.79K | -6.7% | $370.71M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 42 | Baillie Gifford ✦ | 707.79K | -6.7% | $370.71M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 43 | Point72 Asset Management ✦ | 495.82K | +31.6% | $259.69M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 44 | Tiger Global Management ✦ | 438.80K | 0.0% | $229.82M | 0.9% | Held | 4 | SEC ↗ |
| 45 | Appaloosa ✦ | 175.00K | +0.3% | $91.66M | 1.6% | ▲ Add | 4 | SEC ↗ |
| 46 | Soros Fund Management ✦ | 71.10K | -8.7% | $37.24M | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 47 | Markel Group ✦ | 28.01K | +4.9% | $14.67M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 48 | PRIMECAP Management ✦ | 12.81K | -0.8% | $6.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 8.10K | +145.4% | $4.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Gotham Asset Management ✦ | 7.58K | -59.5% | $3.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | GAMCO Investors ✦ | 823 | -71.9% | $431,046 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $140.96M | was 0.2% |
| Harris Associates (Oakmark) | $220,555 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 288.70K shares, $78,119 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 07
SC 13G — STATE STREET CORP
In the news
Aug 24
As Health Insurers Gain Handle On Costs, Stocks Are Soaring Again ↗
Following a parade of health insurance company earnings reports this summer, stocks are rising and costs appear to be…
Forbes
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2025 ·
Methodology ·
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