Who owns UnitedHealth Group (UNH)
Which tracked institutional funds hold UNH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UNH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UNH is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 2004 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UNH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UNH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 3010 tracked filers holding UNH, 1366 increased or opened the position and 1859 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UNH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Mubadala Investment Co PJSC$6M
- Bridgewater Associates, LP$3M
Full exits 1993
- VANGUARD CAPITAL MANAGEMENT LLC$15.9B
- VANGUARD PORTFOLIO MANAGEMENT LLC$6.5B
- GEODE CAPITAL MANAGEMENT, LLC$6.1B
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.6B
- JPMORGAN CHASE & CO$5.0B
- MORGAN STANLEY$4.0B
Largest adds
- BlackRock, Inc.$12.3B
- FMR LLC$8.4B
- STATE STREET CORP$6.7B
- Capital World Investors$4.9B
- PRICE T ROWE ASSOCIATES INC /MD/$4.0B
- WELLINGTON MANAGEMENT GROUP LLP$1.7B
Largest trims
- NORGES BANK$1.3B
- TWO SIGMA INVESTMENTS, LP$378M
- Capital Research Global Investors$251M
- RENAISSANCE TECHNOLOGIES LLC$161M
- Pentwater Capital Management LP$131M
- D. E. Shaw & Co., Inc.$111M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 76,863,061 | $31.9B | 12.8% | 2026-Q2 |
| STATE STREET CORP added | 45,633,267 | $19.0B | 7.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 58,870,777 | $15.9B | 6.4% | 2026-Q1 |
| Capital World Investors added | 29,887,932 | $12.4B | 5.0% | 2026-Q2 |
| FMR LLC added | 27,992,995 | $11.6B | 4.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 23,153,813 | $9.6B | 3.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 24,036,504 | $6.5B | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 22,768,695 | $6.1B | 2.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 20,817,755 | $5.6B | 2.3% | 2026-Q1 |
| NORGES BANK added | 12,736,973 | $5.3B | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,102,541 | $5.0B | 2.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 10,675,175 | $4.4B | 1.8% | 2026-Q2 |
| Capital Research Global Investors trimmed | 10,534,177 | $4.4B | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 14,963,569 | $4.0B | 1.6% | 2026-Q1 |
| DODGE & COX trimmed | 9,072,258 | $3.8B | 1.5% | 2026-Q2 |
| Capital International Investors trimmed | 7,789,028 | $3.2B | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 11,713,684 | $3.2B | 1.3% | 2026-Q1 |
| Invesco Ltd. added | 6,858,984 | $2.9B | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 10,088,271 | $2.7B | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 8,779,907 | $2.4B | 1.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 6,443,863 | $2.1B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,837,182 | $2.1B | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 7,442,890 | $2.0B | 0.8% | 2026-Q1 |
| Amundi trimmed | 6,376,198 | $1.7B | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 6,119,044 | $1.7B | 0.7% | 2026-Q1 |
| Sanders Capital, LLC trimmed | 5,964,685 | $1.6B | 0.6% | 2026-Q1 |
| EAGLE CAPITAL MANAGEMENT LLC added | 5,859,325 | $1.6B | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 5,721,049 | $1.5B | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 5,674,123 | $1.5B | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,319,248 | $1.4B | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 5,237,701 | $1.4B | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 5,099,269 | $1.4B | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 5,000,063 | $1.4B | 0.5% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 2,825,022 | $1.2B | 0.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 3,826,523 | $1.0B | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 3,691,607 | $991M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,499,098 | $947M | 0.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,455,149 | $935M | 0.4% | 2026-Q1 |
| UBS Group AG added | 3,452,797 | $934M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,439,722 | $931M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 3,425,381 | $927M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,356,316 | $908M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 3,180,281 | $861M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,051,450 | $826M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,985,789 | $806M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,817,725 | $762M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,833,046 | $762M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,757,550 | $729M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 2,658,441 | $719M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,614,343 | $707M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 2,579,283 | $698M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,535,308 | $686M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,617,653 | $672M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,370,729 | $641M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,186,539 | $592M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,003,101 | $542M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,960,359 | $530M | 0.2% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 1,274,650 | $530M | 0.2% | 2026-Q2 |
| National Pension Service added | 1,947,305 | $527M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,927,492 | $522M | 0.2% | 2026-Q1 |
| MARSHFIELD ASSOCIATES added | 1,890,689 | $512M | 0.2% | 2026-Q1 |
| Veritas Asset Management LLP trimmed | 1,882,071 | $509M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,828,244 | $495M | 0.2% | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC added | 1,821,706 | $493M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,769,068 | $479M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,649,180 | $446M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,064,151 | $442M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,623,188 | $439M | 0.2% | 2026-Q1 |
| Fayez Sarofim & Co added | 1,603,772 | $434M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,535,205 | $415M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,518,059 | $411M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,486,131 | $402M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,458,286 | $395M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 1,401,562 | $379M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 1,378,963 | $373M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,359,317 | $368M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,355,931 | $367M | 0.1% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 1,332,292 | $361M | 0.1% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 1,294,924 | $350M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 830,855 | $345M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 1,271,194 | $344M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,258,639 | $339M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 1,252,118 | $339M | 0.1% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 1,229,484 | $333M | 0.1% | 2026-Q1 |
| FIL Ltd added | 1,170,487 | $317M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,156,076 | $313M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,147,966 | $312M | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 1,149,823 | $311M | 0.1% | 2026-Q1 |
| Longview Partners (Guernsey) LTD trimmed | 1,121,661 | $304M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 91,600,260 | $30.2B | 12.1% | 2025-Q4 stale |
| BERKSHIRE HATHAWAY INC | 5,039,564 | $1.7B | 0.7% | 2025-Q4 stale |
| Orbis Allan Gray Ltd added | 2,581,182 | $852M | 0.3% | 2025-Q4 stale |
| LONE PINE CAPITAL LLC added | 1,693,347 | $528M | 0.2% | 2025-Q2 stale |
| Sustainable Growth Advisers, LP trimmed | 1,422,511 | $470M | 0.2% | 2025-Q4 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 1,254,752 | $433M | 0.2% | 2025-Q3 stale |
| VIKING GLOBAL INVESTORS LP trimmed | 1,197,273 | $395M | 0.2% | 2025-Q4 stale |
| PROVIDENT TRUST CO trimmed | 619,376 | $324M | 0.1% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC trimmed | 955,375 | $315M | 0.1% | 2025-Q4 stale |
| SRS Investment Management, LLC added | 586,729 | $307M | 0.1% | 2025-Q1 stale |
| Findlay Park Partners LLP trimmed | 575,626 | $301M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.