Market Data · 13F holdings

Unitedhealth Group Inc

Institutional managers reporting a position on Form 13F-HR, as of Mar 31, 2026

UNH
Reported holdings
3,161
3,016 filings · −8.2% QoQ
Combined value
$217.78B
as of Mar 31, 2026
Quarter change
−19.0%
from $269.03B on Dec 31, 2025
Top-10 concentration
≥ 42.1%
of combined value, from the 500 largest positions

1Largest holdersA manager's positions among the 500 largest, summed

  1. 1BlackRock, Inc.
    $19.88B9.1%
  2. 2VANGUARD CAPITAL MANAGEMENT LLC
    $15.93B7.3%
  3. 3STATE STREET CORP
    $12.27B5.6%
  4. 4SUSQUEHANNA INTERNATIONAL GROUP, LLP
    $8.03B3.7%
  5. 5Capital World Investors
    $7.52B3.5%
  6. 6VANGUARD PORTFOLIO MANAGEMENT LLC
    $6.5B3.0%
  7. 7GEODE CAPITAL MANAGEMENT, LLC
    $6.14B2.8%
  8. 8CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    $5.63B2.6%
  9. $5B2.3%
  10. 10CITADEL ADVISORS LLC
    $4.81B2.2%

2HoldersChange from Dec 31, 2025

HolderQuantityChangeValueShareFiled
BlackRock, Inc.Common shares73.5M−1.3M−1.7%$19.88B9.13%May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLCCommon shares · Amendment 1 (restatement)58.9M—$15.93B7.31%May 15, 2026
STATE STREET CORPCommon shares45.3M+100K+0.2%$12.27B5.63%May 15, 2026
Capital World InvestorsCommon shares27.8M+5.2M+23.0%$7.52B3.45%May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCCommon shares24M—$6.5B2.99%May 8, 2026
GEODE CAPITAL MANAGEMENT, LLCCommon shares22.8M+977.1K+4.5%$6.14B2.82%May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCommon shares20.8M+12.4M+146.6%$5.63B2.59%May 15, 2026
JPMORGAN CHASE & COCommon shares · Amendment 1 (restatement)19.1M+1.9M+11.1%$5B2.30%May 13, 2026
Capital Research Global InvestorsCommon shares17.1M+10.9M+173.3%$4.63B2.13%May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLPCall options — common shares15.9M−3.2M−16.6%$4.31B1.98%May 15, 2026
MORGAN STANLEYCommon shares15M−826.5K−5.2%$4.05B1.86%May 15, 2026
FMR LLCCommon shares12M−680K−5.4%$3.25B1.49%May 15, 2026
BANK OF AMERICA CORP /DE/Common shares11.7M+2.1M+21.8%$3.17B1.46%May 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLPPut options — common shares10.6M−1.1M−9.1%$2.87B1.32%May 15, 2026
WELLINGTON MANAGEMENT GROUP LLPCommon shares10.1M−5.6M−35.7%$2.73B1.25%May 15, 2026
Bank of New York Mellon CorpCommon shares10.1M+931K+10.2%$2.73B1.25%May 5, 2026
Dodge & CoxCommon shares9.5M+294K+3.2%$2.56B1.18%May 14, 2026
Capital International InvestorsCommon shares9M−9.7M−51.7%$2.43B1.12%May 13, 2026
CITADEL ADVISORS LLCCall options — common shares8.8M−833.2K−8.7%$2.38B1.09%May 15, 2026
NORTHERN TRUST CORPCommon shares8.8M−67,003−0.8%$2.38B1.09%May 14, 2026
ALLIANCEBERNSTEIN L.P.Common shares6.4M−272.1K−4.1%$2.13B0.98%May 15, 2026
GOLDMAN SACHS GROUP INCCommon shares7.8M+1.6M+26.6%$2.12B0.97%May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCommon shares7.4M+192K+2.6%$2.01B0.92%May 13, 2026
CITADEL ADVISORS LLCPut options — common shares7.4M−2M−21.4%$2.01B0.92%May 15, 2026
JANE STREET GROUP, LLCCall options — common shares6.6M−2.2M−25.3%$1.79B0.82%May 12, 2026
Showing 25 of 500 largest (3,161 reported)

3Report periods

Report dateFilingsHoldingsCombined valueLatest filed
Mar 31, 20263,0163,161$217.78BMay 29, 2026
Dec 31, 20253,3063,445$269.03BMay 28, 2026
Sep 30, 20253,1923,341$286.26BMay 29, 2026
Jun 30, 20253,2013,349—May 29, 2026
Mar 31, 2025109117$21.79BMay 29, 2026

Filings for a quarter keep arriving for months after it ends, so the most recent and the earliest periods can be incomplete.

4About this data

Each row is one manager's position as disclosed in one Form 13F-HR filing; managers below the Form 13F reporting threshold do not appear. Values, quantities and manager names are as reported in each filing. A row totals the entries of one filing that share a security class and option type; a value or quantity is shown as not comparable when those entries differ in currency or unit. A restatement replaces the original filing and every earlier amendment for the same period; an amendment adding new holdings is listed alongside the filing it supplements and labelled as such. Positions are matched to this listing through the security identifiers reported in the filing.

Powered by the Exa API

See something wrong or missing on this page?