UNITEDHEALTH GROUP INC (UNH) Institutional Ownership
unh is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.54B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $2.56B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's unh position is now estimated to be worth approximately $3.78B, representing an estimated gain of +47.63% since the filing period.
Major shareholders tracked on this page include Dodge & Cox Stock Fund, Eagle Capital Management, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 89% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward UNITEDHEALTH GROUP INC (UNH).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 20 | $5,539,276,909 | 20,494,084 |
| Q4 2025 | 15 | $4,743,738,215 | 15,467,000 |
| Q3 2025 | 23 | $8,642,185,122 | 25,043,490 |
| Q2 2025 | 25 | $8,965,359,961 | 28,733,231 |
| Q1 2025 | 25 | $7,071,744,243 | 13,536,094 |
| Q4 2024 | 29 | $6,906,184,495 | 13,681,236 |
| Q3 2024 | 26 | $8,780,146,436 | 15,040,527 |
| Q2 2024 | 28 | $8,122,442,632 | 16,140,396 |
| Q1 2024 | 24 | $6,403,463,327 | 13,122,758 |
| Q4 2023 | 26 | $6,660,529,340 | 12,934,248 |
| Q3 2023 | 25 | $7,195,395,445 | 14,433,961 |
| Q2 2023 | 22 | $6,861,555,033 | 14,316,260 |
Related UNH Institutional Insights:
- UNH Institutional Ownership & Insiders Activity
- UNH Institutional Ownership & 13F Activity
- UNH Top Institutional Shareholders
- UNH Institutional Buying Activity
- UNH Institutional Selling Activity
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- UNH Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings