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Security record · archived quarter

UNH

UnitedHealth Group Incorporated · Healthcare · Medical - Healthcare Plans

419.34 +3.1% mkt cap $376.40B quote delayed (FMP) · as of Oct 20 20:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
33Tracked holders
+4Δ holders
360.68MShares held
$112.49BReported value
+5New positions
−1Exits
Strongly Rising Conviction score 61/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +13.8% · share flow +2.3% · net new positions +12.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 4 0 2.72M $992.18M n/a n/a
Q2 2026 189 +4 633.24M $262.15B +9 −7
Q1 2026 190 -6 606.80M $164.36B +1 −8
Q4 2025 195 +3 637.54M $210.43B +4 n/a
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 n/a −2
Q4 2024 28 +3 163.08M $82.47B +4 −1
Q3 2024 24 -5 123.39M $72.10B n/a −5
Q2 2024 29 n/a 129.84M $66.09B n/a n/a
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 90.92M n/a $28.36B 0.5% n/c 1 SEC ↗ ×6
2 BlackRock ✦ (passive) 75.31M n/a $23.50B 0.5% n/c 1 SEC ↗ ×23
3 State Street Global Advisors ✦ (passive) 44.93M -0.9% $14.02B 0.5% ▼ Trim 3 SEC ↗
4 Wellington Management ✦ 24.21M -6.3% $7.55B 1.4% ▼ Trim 5 SEC ↗ ×9
5 T. Rowe Price ✦ 21.92M +2.5% $6.84B 0.8% ▲ Add 5 SEC ↗ ×2
6 Geode Capital Management ✦ (passive) 21.31M +3.3% $6.62B 0.5% ▲ Add 5 SEC ↗ ×2
7 Capital World Investors ✦ 18.33M -19.5% $5.72B 0.8% ▼ Trim 5 SEC ↗
8 Fidelity (FMR) ✦ 16.80M n/a $5.24B 0.3% n/c 1 SEC ↗ ×7
9 Norges Bank ✦ (passive) 12.30M -2.3% $3.84B 0.5% ▼ Trim 5 SEC ↗
10 Dodge & Cox ✦ 8.75M +117.7% $2.73B 1.5% ▲ Add 5 SEC ↗
11 Fisher Asset Management ✦ 5.21M -0.7% $1.63B 0.6% ▼ Trim 5 SEC ↗
12 Berkshire Hathaway ✦ 5.04M New $1.57B 0.6% New 1 SEC ↗ ×2
13 Arrowstreet Capital ✦ 2.90M +28.7% $904.52M 0.6% ▲ Add 5 SEC ↗
14 Appaloosa ✦ 2.45M +1300.0% $764.33M 11.9% ▲ Add 5 SEC ↗
15 Lone Pine Capital ✦ 1.69M New $528.27M 3.8% New 1 SEC ↗
16 Renaissance Technologies ✦ 1.35M New $421.82M 0.6% New 1 SEC ↗
17 Marshall Wace ✦ 1.15M +23.9% $359.95M 0.4% ▲ Add 5 SEC ↗ ×3
18 AQR Capital Management ✦ 1.02M +29.7% $312.77M 0.3% ▲ Add 5 SEC ↗ ×8
19 Adage Capital Partners ✦ 770.01K -15.8% $240.22M 0.4% ▼ Trim 5 SEC ↗
20 Two Sigma Investments ✦ 756.51K +9239.6% $236.01M 0.4% ▲ Add 5 SEC ↗
21 Baillie Gifford ✦ 691.85K -2.2% $215.84M 0.2% ▼ Trim 5 SEC ↗ ×4
22 Citadel Advisors ✦ 635.32K -18.7% $198.20M 0.2% ▼ Trim 5 SEC ↗ ×2
23 D. E. Shaw & Co. ✦ 614.46K -26.9% $191.69M 0.2% ▼ Trim 5 SEC ↗ ×3
24 Tiger Global Management ✦ 438.80K 0.0% $136.89M 0.4% Held 5 SEC ↗
25 PRIMECAP Management ✦ 336.78K +2528.0% $105.07M 0.1% ▲ Add 5 SEC ↗
26 Point72 Asset Management ✦ 309.36K -37.6% $96.51M 0.2% ▼ Trim 3 SEC ↗
27 Millennium Management ✦ 304.33K -69.9% $94.94M 0.1% ▼ Trim 5 SEC ↗
28 Soros Fund Management ✦ 100.00K +40.6% $31.20M 0.8% ▲ Add 3 SEC ↗
29 Gotham Asset Management ✦ 68.22K +799.4% $21.28M 0.1% ▲ Add 5 SEC ↗
30 Markel Group ✦ 26.50K -5.4% $8.27M 0.1% ▼ Trim 5 SEC ↗
31 Scion Asset Management ✦ 20.00K New $6.24M 11.1% New 1 SEC ↗
32 GAMCO Investors ✦ 2.81K +240.9% $875,388 0.0% ▲ Add 5 SEC ↗
33 Tweedy, Browne ✦ 1.09K New $341,607 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Berkshire Hathaway $1.57B 0.6%
Lone Pine Capital $528.27M 3.8%
Renaissance Technologies $421.82M 0.6%
Scion Asset Management $6.24M 11.1%
Tweedy, Browne $341,607 0.0%

Exited

Viking Global Investors $1.12B was 3.6%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,004 holders, 728.55M shares, $187.05B 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 21 Conway Patrick Hugh

Officer · 1.17K sh · $455,910

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 07 SC 13G: STATE STREET CORP

View original SEC filing ↗

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: Q2 2025 · Methodology · Get this via the API