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All holdings

UnitedHealth Group

UNH

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
13
In their latest 13F (Q3 2026)
See who
Value held
$5.2bn
Combined value at quarter end
Last quarter
6 bought
9 sold or trimmed
Fund portfolios
7
Funds holding it
See which
Price at Q3 ’26 end
$367.08
-11.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-13.5%Q4 ’24
+3.5%Q1 ’25
-40.4%Q2 ’25
+10.7%Q3 ’25
-4.4%Q4 ’25
-18.0%Q1 ’26
+53.6%Q2 ’26
-11.7%Q3 ’26
Q4 ’24: -13.5%; Q1 ’25: +3.5%; Q2 ’25: -40.4%; Q3 ’25: +10.7%; Q4 ’25: -4.4%; Q1 ’26: -18.0%; Q2 ’26: +53.6%; Q3 ’26: -11.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

15Q4 ’23
15Q1 ’24
15Q2 ’24
14Q3 ’24
16Q4 ’24
14Q1 ’25
15Q2 ’25
17Q3 ’25
17Q4 ’25
14Q1 ’26
13Q2 ’26
1Q3 ’26
Q4 ’23: 15; Q1 ’24: 15; Q2 ’24: 15; Q3 ’24: 14; Q4 ’24: 16; Q1 ’25: 14; Q2 ’25: 15; Q3 ’25: 17; Q4 ’25: 17; Q1 ’26: 14; Q2 ’26: 13; Q3 ’26: 1

Counts the managers on this site whose 13F for that quarter includes UnitedHealth Group.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding UnitedHealth Group
Ruane, Cunniff & Goldfarb (Sequoia)4.6%$293m$293mTrimmed -3.1%27 qtrs
Smead Capital Management2.5%$119m$119mTrimmed -1.2%6 qtrs
Davis Selected Advisers2.3%$530m$530mAdded +2.2%53 qtrs
Mairs & Power2.1%$233m$233mTrimmed -24%53 qtrs
Dodge & Cox2.0%$3.8bn$3.8bnTrimmed -4.2%53 qtrs
Yacktman Asset Management0.9%$71.4m$71.4mAdded +2.0%5 qtrs
H&H International (Duan Yongping)0.9%$166m$166mTrimmed -34%2 qtrs
Vulcan Value Partners0.8%$28.0m$28.0mTrimmed -93%7 qtrs
Tweedy, Browne0.1%$1.7m$1.7mAdded +12%5 qtrs
First Eagle Investment Management0.0%$17.6m$17.6mAdded +3.8%24 qtrs
Horizon Kinetics0.0%$725k$725kAdded +2.9%4 qtrs
Jensen Investment Management0.0%$357k$357kTrimmed -42%53 qtrs
Brave Warrior Advisors0.0%$207k$207kNew1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of UnitedHealth Group
Bought or soldFiling
21 Aug 2026Conway Patrick HughChief Executive Officer, Optum▼ Sold1,169$390.00$456kForm 4
5 Aug 2026Conway Patrick HughChief Executive Officer, Optum▼ Sold500$410.00$205kForm 4

About the company

Sector
Health care · Hospital & Medical Service Plans
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
898m at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$122bn2013
$157bn2015
$201bn2017
$242bn2019
$288bn2021
$372bn2023
$448bn2025
2013: $122bn; 2014: $130bn; 2015: $157bn; 2016: $185bn; 2017: $201bn; 2018: $226bn; 2019: $242bn; 2020: $257bn; 2021: $288bn; 2022: $324bn; 2023: $372bn; 2024: $400bn; 2025: $448bn
UnitedHealth Group revenue and net income by year
YearRevenueNet income
2025$448bn$12bn
2024$400bn$14bn
2023$372bn$22bn
2022$324bn$20bn
2021$288bn$17bn
2020$257bn$15bn
2019$242bn$14bn
2018$226bn$12bn
2017$201bn$11bn
2016$185bn$7.0bn
2015$157bn$5.8bn
2014$130bn$5.6bn
2013$122bn$5.6bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter

In fund portfolios

US-registered funds run by these managers that hold UnitedHealth Group, from their latest N-PORT filings.

Funds holding UnitedHealth Group
Sequoia FundRuane, Cunniff & Goldfarb (Sequoia)3.2%$115m30 Jun 2026
Smead Value FundSmead Capital Management2.7%$104m29 May 2026
Mairs & Power Growth FundMairs & Power2.1%$118m30 Jun 2026
Davis Global FundDavis Selected Advisers1.7%$15.9m31 Jul 2026
Vulcan Value Partners FundVulcan Value Partners1.6%$3.7m31 Jul 2026
Dodge & Cox Global Stock FundDodge & Cox1.2%$160m30 Jun 2026
AMG Yacktman FundYacktman Asset Management0.7%$49.9m30 Jun 2026