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Security record · archived quarter

UNH

UnitedHealth Group Incorporated · Healthcare · Medical - Healthcare Plans

418.09 -1.6% mkt cap $375.28B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
195Tracked holders
+3Δ holders
637.54MShares held
$210.43BReported value
+4New positions
−0Exits
Stable Conviction score 57/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.6% · share flow -1.5% · net new positions +2.1% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 4 0 2.72M $992.18M n/a −3
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 91.60M +1.1% $30.24B 0.4% ▲ Add 3 SEC ↗ ×7
2 BlackRock ✦ (passive) 74.74M +0.6% $24.67B 0.4% ▲ Add 3 SEC ↗ ×24
3 State Street Global Advisors ✦ (passive) 45.23M +2.5% $14.93B 0.5% ▲ Add 5 SEC ↗
4 Capital World Investors ✦ 22.59M +3.8% $7.46B 1.0% ▲ Add 7 SEC ↗
5 Geode Capital Management ✦ (passive) 21.79M 0.0% $7.18B 0.4% ▲ Add 7 SEC ↗ ×2
6 T. Rowe Price ✦ 18.83M +3.8% $6.22B 0.7% ▲ Add 7 SEC ↗ ×2
7 Capital International Investors 18.66M n/a $6.16B 1.0% n/c 1 SEC ↗
8 JPMorgan Chase ✦ 17.20M -53.6% $5.68B 0.4% ▼ Trim 2 SEC ↗ ×20
9 Morgan Stanley ✦ 15.79M +3.6% $5.21B 0.3% ▲ Add 2 SEC ↗ ×23
10 Wellington Management ✦ 15.69M -5.0% $5.18B 0.9% ▼ Trim 7 SEC ↗ ×9
11 Norges Bank ✦ (passive) 13.26M New $4.38B 0.5% New 1 SEC ↗
12 Fidelity (FMR) ✦ 12.70M -7.2% $4.19B 0.2% ▼ Trim 3 SEC ↗ ×8
13 Bank Of America Corp /De/ 9.62M n/a $3.17B 0.2% n/c 1 SEC ↗ ×8
14 Dodge & Cox ✦ 9.17M -3.5% $3.03B 1.6% ▼ Trim 7 SEC ↗
15 Bank of New York Mellon Corp 9.16M n/a $3.02B 0.5% n/c 1 SEC ↗ ×27
16 Northern Trust Corp 8.85M n/a $2.92B 0.4% n/c 1 SEC ↗ ×10
17 Charles Schwab Investment… 8.44M n/a $2.79B 0.4% n/c 1 SEC ↗ ×3
18 Royal Bank Of Canada 8.07M n/a $2.66B 0.5% n/c 1 SEC ↗ ×18
19 Hsbc Holdings Plc 7.83M n/a $2.59B 0.7% n/c 1 SEC ↗ ×52
20 Amundi 7.36M n/a $2.43B 0.7% n/c 1 SEC ↗ ×12
21 UBS AM, a distinct business unit of… 7.25M n/a $2.39B 0.5% n/c 1 SEC ↗ ×14
22 Alliancebernstein L.P. 6.72M n/a $2.22B 0.7% n/c 1 SEC ↗
23 Franklin Resources Inc 6.42M n/a $2.12B 0.5% n/c 1 SEC ↗ ×15
24 Capital Research Global Investors 6.26M n/a $2.07B 0.4% n/c 1 SEC ↗
25 Goldman Sachs Group ✦ 6.19M +19.0% $2.04B 0.3% ▲ Add 2 SEC ↗ ×6
26 Legal & General Group Plc 6.06M n/a $2.00B 0.4% n/c 1 SEC ↗ ×3
27 Sanders Capital, LLC 6.00M n/a $1.98B 2.3% n/c 1 SEC ↗
28 Invesco Ltd. 5.31M n/a $1.75B 0.2% n/c 1 SEC ↗ ×19
29 Fisher Asset Management ✦ 5.29M +0.8% $1.75B 0.6% ▲ Add 7 SEC ↗
30 Dimensional Fund Advisors Lp 5.27M n/a $1.74B 0.4% n/c 1 SEC ↗ ×5
31 Berkshire Hathaway ✦ 5.04M 0.0% $1.66B 0.6% Held 3 SEC ↗ ×2
32 Arrowstreet Capital ✦ 3.71M +9.0% $1.22B 0.7% ▲ Add 7 SEC ↗
33 Nuveen, LLC 3.63M n/a $1.20B 0.3% n/c 1 SEC ↗ ×3
34 Janus Henderson Group Plc 3.60M n/a $1.18B 0.5% n/c 1 SEC ↗ ×4
35 Ameriprise Financial Inc 3.56M n/a $1.18B 0.3% n/c 1 SEC ↗ ×7
36 Jane Street Group, Llc 3.47M n/a $1.14B 1.4% n/c 1 SEC ↗ ×3
37 Barclays Plc 3.27M n/a $1.08B 0.4% n/c 1 SEC ↗ ×7
38 Wells Fargo & Company/Mn 3.23M n/a $1.07B 0.2% n/c 1 SEC ↗ ×6
39 Raymond James Financial Inc 3.10M n/a $1.02B 0.3% n/c 1 SEC ↗ ×6
40 Citadel Advisors ✦ 2.93M +244.9% $966.67M 0.7% ▲ Add 7 SEC ↗ ×2
41 Bnp Paribas Financial Markets 2.75M n/a $906.62M 0.6% n/c 1 SEC ↗
42 UBS Group AG 2.72M n/a $899.11M 0.2% n/c 1 SEC ↗ ×11
43 Sumitomo Mitsui Trust Group, Inc. 2.67M n/a $881.69M 0.5% n/c 1 SEC ↗
44 Grantham, Mayo, Van Otterloo & Co.… 2.67M n/a $881.45M 2.3% n/c 1 SEC ↗
45 Swiss National Bank 2.48M n/a $819.28M 0.5% n/c 1 SEC ↗
46 California Public Employees… 2.44M n/a $805.14M 0.5% n/c 1 SEC ↗
47 Manufacturers Life Insurance… 2.37M n/a $781.59M 0.6% n/c 1 SEC ↗
48 National Bank Of Canada /Fi/ 2.34M n/a $773.12M 0.8% n/c 1 SEC ↗ ×5
49 Mitsubishi UFJ Asset Management… 2.20M n/a $740.74M 0.5% n/c 1 SEC ↗
50 Deutsche Bank Ag\ 2.20M n/a $726.93M 0.2% n/c 1 SEC ↗ ×15
51 National Pension Service 1.92M n/a $633.94M 0.5% n/c 1 SEC ↗
52 Boston Partners 1.85M n/a $611.56M 0.6% n/c 1 SEC ↗ ×4
53 Marshall Wace ✦ 1.70M +677.0% $562.55M 0.5% ▲ Add 7 SEC ↗ ×3
54 Ensign Peak Advisors, Inc 1.66M n/a $548.91M 1.0% n/c 1 SEC ↗
55 Bank Of Montreal /Can/ 1.65M n/a $544.45M 0.2% n/c 1 SEC ↗ ×9
56 Fayez Sarofim & Co 1.55M n/a $513.04M 1.2% n/c 1 SEC ↗ ×4
57 Rhumbline Advisers 1.51M n/a $497.50M 0.4% n/c 1 SEC ↗
58 Bank Of Nova Scotia 1.48M n/a $487.39M 0.7% n/c 1 SEC ↗ ×4
59 Hotchkis & Wiley Capital Management… 1.46M n/a $482.03M 1.4% n/c 1 SEC ↗
60 Canada Pension Plan Investment Board 1.46M n/a $481.40M 0.3% n/c 1 SEC ↗
61 California State Teachers… 1.39M n/a $458.52M 0.5% n/c 1 SEC ↗
62 Principal Financial Group Inc 1.37M n/a $452.55M 0.2% n/c 1 SEC ↗ ×4
63 First Manhattan Co. Llc. 1.35M n/a $446.77M 1.2% n/c 1 SEC ↗
64 Millennium Management ✦ 1.35M +648.6% $446.02M 0.3% ▲ Add 7 SEC ↗
65 Envestnet Asset Management Inc 1.35M n/a $445.80M 0.1% n/c 1 SEC ↗
66 1832 Asset Management L.P. 1.31M n/a $431.87M 0.5% n/c 1 SEC ↗
67 Clearbridge Investments, LLC 1.30M n/a $430.72M 0.3% n/c 1 SEC ↗
68 Russell Investments Group, Ltd. 1.27M n/a $421.00M 0.5% n/c 1 SEC ↗ ×27
69 LPL Financial LLC 1.24M n/a $408.32M 0.1% n/c 1 SEC ↗
70 Viking Global Investors ✦ 1.20M New $395.23M 1.0% New 1 SEC ↗
71 Citigroup Inc 1.19M n/a $393.78M 0.3% n/c 1 SEC ↗ ×4
72 BNP Paribas Asset Management… 1.15M n/a $380.03M 0.4% n/c 1 SEC ↗ ×3
73 Swedbank AB 1.12M n/a $370.06M 0.4% n/c 1 SEC ↗ ×3
74 New York State Common Retirement… 1.12M n/a $368.94M 0.5% n/c 1 SEC ↗
75 FIL Ltd 1.12M n/a $368.78M 0.3% n/c 1 SEC ↗ ×3
76 Us Bancorp \De\ 1.04M n/a $343.28M 0.4% n/c 1 SEC ↗ ×5
77 Pictet Asset Management Holding SA 1.03M n/a $339.83M 0.3% n/c 1 SEC ↗
78 American Century Companies Inc 978.73K n/a $323.09M 0.2% n/c 1 SEC ↗
79 Caisse De Depot Et Placement Du… 966.10K n/a $318.92M 0.5% n/c 1 SEC ↗
80 Assenagon Asset Management S.A. 953.55K n/a $314.78M 0.5% n/c 1 SEC ↗
81 D. E. Shaw & Co. ✦ 941.17K +73.6% $310.69M 0.3% ▲ Add 7 SEC ↗ ×3
82 Pnc Financial Services Group, Inc. 892.85K n/a $294.74M 0.2% n/c 1 SEC ↗ ×8
83 Adage Capital Partners ✦ 864.35K +19.8% $285.33M 0.4% ▲ Add 7 SEC ↗
84 Credit Agricole S A 849.39K n/a $280.39M 0.8% n/c 1 SEC ↗ ×6
85 Aberdeen Group plc 843.74K n/a $278.53M 0.4% n/c 1 SEC ↗ ×3
86 Prudential Financial Inc 822.09K n/a $271.38M 0.3% n/c 1 SEC ↗ ×2
87 State Board Of Administration Of… 803.60K n/a $265.28M 0.5% n/c 1 SEC ↗
88 Renaissance Technologies ✦ 796.75K +5.7% $263.02M 0.4% ▲ Add 3 SEC ↗
89 Aviva Plc 759.62K n/a $250.76M 0.4% n/c 1 SEC ↗
90 Royal London Asset Management Ltd 750.25K n/a $247.66M 0.5% n/c 1 SEC ↗
91 Neuberger Berman Group LLC 740.63K n/a $244.52M 0.2% n/c 1 SEC ↗ ×2
92 Brown Advisory Inc 736.22K n/a $243.03M 0.3% n/c 1 SEC ↗ ×4
93 Walleye Trading LLC 725.35K n/a $239.45M 3.9% n/c 1 SEC ↗
94 AQR Capital Management ✦ 716.91K -37.4% $236.66M 0.1% ▼ Trim 7 SEC ↗ ×8
95 Voya Investment Management Llc 715.93K n/a $236.34M 0.3% n/c 1 SEC ↗ ×2
96 Toronto Dominion Bank 711.86K n/a $234.99M 0.4% n/c 1 SEC ↗ ×3
97 Danske Bank A/S 677.23K n/a $223.56M 0.5% n/c 1 SEC ↗ ×3
98 Mackenzie Financial Corp 665.24K n/a $220.53M 0.3% n/c 1 SEC ↗
99 Universal- Beteiligungs- und… 635.01K n/a $217.11M 0.4% n/c 1 SEC ↗
100 Stifel Financial Corp 652.80K n/a $215.51M 0.2% n/c 1 SEC ↗ ×8

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

New buyers

Norges Bank $4.38B 0.5%
Viking Global Investors $395.23M 1.0%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API