UnitedHealth Group Inc. 13F holders
3,409 funds reported a position in UnitedHealth Group Inc. in their 13F for the quarter ended 30 June 2026, together 787.7 million shares worth $325.93 billion. Against the quarter before, 453 opened a position, 1,280 added, 1,244 trimmed and 140 sold out; together they bought a net 23.2 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding3,409+346 on Q1 2026
Shares they held787.7Mworth $325.93 billion
Net bought on the quarter23.2M sharesabout $9.61 billion at the funds' values
Funds buying to selling1,733 to 1,384opened or added, to cut or sold
Opened 453Added 1,280Held 388Trimmed 1,244Sold out 140
What each fund did in UNH against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UNH in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 1,919 reported a position in UnitedHealth Group Inc.: 69 opened one, 713 added, 819 trimmed and 118 sold out, a net 400,732 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in UnitedHealth Group Inc. in a 13F for the quarter ended 30 September 2026, and 13 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 28.0 million shares worth $11.63 billion, 0.5% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Baillie Gifford, Scion Asset Management, Appaloosa (Tepper). In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 1.0 million shares, about $367.8 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 27,992,995 | $11.63 billion | 0.5% | +15,973,949 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 20,745,390 | $7.58 billion | 0.4% | -1,006,547 | trimmed | 30 September 2026 | 13F |
| Norges Bank | 12,736,973 | $5.29 billion | 0.5% | held | 30 June 2026, an earlier quarter | 13F | |
| Capital Research Global Investors | 10,534,177 | $4.38 billion | 0.6% | -6,578,041 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Dodge & Cox | 9,072,258 | $3.77 billion | 2.0% | -394,498 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 1,617,653 | $672.3 million | 0.5% | +261,043 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 1,064,151 | $442.3 million | 0.3% | -478,179 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 830,855 | $345.3 million | 0.5% | +411,366 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 367,014 | $152.5 million | 0.2% | -791,414 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Tiger Global Management | 297,452 | $123.6 million | 0.5% | -52,993 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 196,716 | $81.8 million | 0.1% | -1,503,480 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 6,197 | $2.6 million | 0.0% | +6,197 | new | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 4,458 | $1.9 million | 0.0% | -102,292 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Soros Fund Management | 3,885 | $1.6 million | 0.0% | -61,108 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Baillie Gifford | 0 | $0 | 0.0% | -20,444 | exited | 30 June 2026, an earlier quarter | 13F |
| Scion Asset Management | 0 | $0 | 0.0% | -20,000 | exited | 30 September 2025, an earlier quarter | 13F |
| Appaloosa (Tepper) | 0 | $0 | 0.0% | -90,000 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 76,863,061 | 9.76% | $31.95 billion | 0.48% | +3,395,530 | 13F |
| Vanguard Capital Management LLC | 59,311,525 | 7.53% | $24.65 billion | 0.53% | +440,748 | 13F |
| State Street Corp. | 45,633,267 | 5.79% | $18.97 billion | 0.56% | +301,081 | 13F |
| Capital World Investors | 29,887,932 | 3.79% | $12.42 billion | 1.47% | +2,104,517 | 13F |
| FMR LLC | 27,992,995 | 3.55% | $11.63 billion | 0.51% | +15,973,949 | 13F |
| Vanguard Portfolio Management LLC | 24,483,234 | 3.11% | $10.18 billion | 0.46% | +446,730 | 13F |
| Price T Rowe Associates Inc. | 23,153,813 | 2.94% | $9.62 billion | 0.96% | +2,279,867 | 13F |
| Geode Capital Management, LLC | 21,751,937 | 2.76% | $9.01 billion | 0.48% | -1,016,758 | 13F |
| JPMorgan Chase & Co. | 20,246,047 | 2.57% | $8.50 billion | 0.50% | +1,143,506 | 13F |
| Charles Schwab Investment Management Inc. | 19,830,588 | 2.52% | $8.24 billion | 1.10% | -987,167 | 13F |
| Morgan Stanley | 14,795,456 | 1.88% | $6.15 billion | 0.33% | -168,113 | 13F |
| Norges Bank | 12,736,973 | 1.62% | $5.29 billion | 0.53% | 13F | |
| Bank of New York Mellon Corp | 10,704,994 | 1.36% | $4.45 billion | 0.73% | +616,723 | 13F |
| Wellington Management Group LLP | 10,675,175 | 1.36% | $4.44 billion | 0.77% | +583,536 | 13F |
| Capital Research Global Investors | 10,534,177 | 1.34% | $4.38 billion | 0.61% | -6,578,041 | 13F |
| Bank of America Corp. | 9,735,874 | 1.24% | $4.05 billion | 0.26% | -1,977,810 | 13F |
| Fisher Asset Management, LLC | 9,082,269 | 1.15% | $3.77 billion | 1.12% | +3,844,568 | 13F |
| Dodge & Cox | 9,072,258 | 1.15% | $3.77 billion | 1.97% | -394,498 | 13F |
| Northern Trust Corp. | 8,761,055 | 1.11% | $3.64 billion | 0.42% | -18,852 | 13F |
| Franklin Resources Inc. | 8,643,789 | 1.10% | $3.59 billion | 0.78% | +2,969,666 | 13F |
| Capital International Investors | 7,789,028 | 0.99% | $3.24 billion | 0.67% | -1,212,284 | 13F |
| Goldman Sachs Group Inc. | 6,974,132 | 0.89% | $2.90 billion | 0.30% | -863,050 | 13F |
| Invesco Ltd. | 6,858,984 | 0.87% | $2.85 billion | 0.23% | +542,522 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 6,535,066 | 0.83% | $2.72 billion | 0.49% | -907,824 | 13F |
| Sanders Capital, LLC | 5,898,634 | 0.75% | $2.45 billion | 2.46% | -66,051 | 13F |
| Legal & General Group Plc | 5,882,462 | 0.75% | $2.44 billion | 0.51% | -236,582 | 13F |
| Eagle Capital Management LLC | 5,773,026 | 0.73% | $2.40 billion | 7.33% | -86,299 | 13F |
| Royal Bank of Canada | 5,181,995 | 0.66% | $2.15 billion | 0.36% | -137,253 | 13F |
| Vanguard Fiduciary Trust Co. | 5,098,687 | 0.65% | $2.12 billion | 0.47% | -582 | 13F |
| Amundi | 5,054,732 | 0.64% | $2.10 billion | 0.51% | -1,321,466 | 13F |
| AllianceBernstein L.P. | 7,669,420 | 0.97% | $2.08 billion | 0.69% | +1,225,557 | 13F |
| Jupiter Topco LLC | 4,859,820 | 0.62% | $2.02 billion | 0.82% | first 13F | 13F |
| Dimensional Fund Advisors LP | 4,682,496 | 0.59% | $1.95 billion | 0.35% | -317,567 | 13F |
| Ameriprise Financial Inc. | 4,510,354 | 0.57% | $1.88 billion | 0.38% | +1,011,256 | 13F |
| SG Americas Securities, LLC | 4,207,158 | 0.53% | $1.75 billion | 1.01% | +2,246,799 | 13F |
| HSBC Holdings PLC | 3,992,237 | 0.51% | $1.66 billion | 0.80% | -1,728,812 | 13F |
| Nuveen, LLC | 3,741,960 | 0.48% | $1.56 billion | 0.37% | +302,238 | 13F |
| BNP Paribas Financial Markets | 3,673,416 | 0.47% | $1.53 billion | 0.81% | +621,966 | 13F |
| Wells Fargo & Company | 3,618,579 | 0.46% | $1.50 billion | 0.26% | +262,263 | 13F |
| UBS Group AG | 3,560,602 | 0.45% | $1.48 billion | 0.23% | +107,805 | 13F |
| Barclays PLC | 3,427,299 | 0.44% | $1.42 billion | 0.45% | +609,574 | 13F |
| Raymond James Financial Inc. | 3,306,337 | 0.42% | $1.37 billion | 0.37% | +320,548 | 13F |
| Arrowstreet Capital, Limited Partnership | 3,010,223 | 0.38% | $1.25 billion | 0.56% | -415,158 | 13F |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,825,022 | 0.36% | $1.17 billion | 2.65% | -333,429 | 13F |
| Assenagon Asset Management S.A. | 2,612,106 | 0.33% | $1.09 billion | 0.70% | 13F | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,563,973 | 0.33% | $1.07 billion | 0.59% | +193,244 | 13F |
| Swiss National Bank | 2,560,041 | 0.32% | $1.06 billion | 0.56% | -98,400 | 13F |
| Schroder Investment Management Group | 2,553,379 | 0.32% | $1.06 billion | 0.75% | +1,925,845 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 2,538,575 | 0.32% | $1.06 billion | 0.60% | -75,768 | 13F |
| Voya Investment Management LLC | 2,419,613 | 0.31% | $1.01 billion | 0.95% | +1,812,984 | 13F |
The 50 largest of the 3,409 funds that reported a position in UNH in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on UNH
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 6,334,600 | $2.63 billion | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 5,631,800 | $2.34 billion | 30 June 2026 | 13F |
| Millennium Management | Puts | 896,300 | $372.5 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 325,900 | $135.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 187,000 | $77.7 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 98,900 | $41.1 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 34,700 | $14.4 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 27,500 | $11.4 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 August 2026 | 13G | State Street Corporation and 1 other | 45.7 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 68.1 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 26 August 2026 | 79 | $396.59 | SEC |
| 20 August 2026 | 300 | $388.61 | SEC |
| 4 August 2026 | 4,198 | $415.36 | SEC |
| 3 August 2026 | 115 | $414.40 | SEC |
| 20 July 2026 | 1,200 | $426.09 | SEC |
| 17 July 2026 | 755 | $423.38 | SEC |
| 16 July 2026 | 7,997 | $418.52 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.