Who holds UNHticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNITEDHEALTH GROUP INC · COM · quarter ended 2026-03-31 · 70 members disclosed UNH ↗

2,506

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$183B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,105

addsholders whose share count rose or who opened the position (new + add), by shares

428

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UNH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$19.9B	73,467,531	−1,276,021	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$15.9B	58,870,777	—	no prior
3	STATE STREET CORP	$12.3B	45,332,186	+100,016	add
4	Capital World Investors	$7.5B	27,783,415	+5,192,373	add
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$6.5B	24,036,504	—	no prior
6	GEODE CAPITAL MANAGEMENT, LLC	$6.1B	22,768,695	+977,105	add
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.6B	20,817,755	+12,377,403	add
8	JPMORGAN CHASE & CO	$5.0B	19,102,541	+1,903,448	add
9	Capital Research Global Investors	$4.6B	17,112,218	+10,850,420	add
10	MORGAN STANLEY	$4.0B	14,963,569	−826,526	trim
11	FMR LLC	$3.3B	12,019,046	−679,996	trim
12	BANK OF AMERICA CORP /DE/	$3.2B	11,713,684	+2,097,859	add
13	WELLINGTON MANAGEMENT GROUP LLP	$2.7B	10,091,639	−5,597,135	trim
14	Bank of New York Mellon Corp	$2.7B	10,088,271	+931,037	add
15	DODGE & COX	$2.6B	9,466,756	+293,987	add
16	Capital International Investors	$2.4B	9,001,312	−9,653,799	trim
17	NORTHERN TRUST CORP	$2.4B	8,779,907	−67,003	trim
18	ALLIANCEBERNSTEIN L.P.	$2.1B	6,443,863	−272,051	trim
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.0B	7,442,890	+192,042	add
20	Amundi	$1.7B	6,376,198	−979,859	trim
21	Invesco Ltd.	$1.7B	6,316,462	+1,006,674	add
22	Legal & General Group Plc	$1.7B	6,119,044	+59,847	add
23	Sanders Capital, LLC	$1.6B	5,964,685	−32,457	trim
24	EAGLE CAPITAL MANAGEMENT LLC	$1.6B	5,859,325	+158,879	add
25	HSBC HOLDINGS PLC	$1.5B	5,721,049	−2,111,033	trim
26	FRANKLIN RESOURCES INC	$1.5B	5,674,123	−745,580	trim
27	ROYAL BANK OF CANADA	$1.4B	5,319,248	−2,749,844	trim
28	Fisher Asset Management, LLC	$1.4B	5,237,701	−55,921	trim
29	VANGUARD FIDUCIARY TRUST CO	$1.4B	5,099,269	—	no prior
30	DIMENSIONAL FUND ADVISORS LP	$1.4B	5,000,063	−266,112	trim
31	NATIONAL BANK OF CANADA /FI/	$1.0B	3,826,523	+1,484,528	add
32	Janus Henderson Group Ltd.	$991M	3,691,607	+89,359	add
33	AMERIPRISE FINANCIAL INC	$947M	3,499,098	−65,693	trim
34	UBS Group AG	$934M	3,452,797	+729,134	add
35	Nuveen, LLC	$931M	3,439,722	−191,326	trim
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$927M	3,425,381	−283,656	trim
37	WELLS FARGO & COMPANY/MN	$908M	3,356,316	+129,526	add
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$861M	3,180,281	+2,597,390	add
39	Grantham, Mayo, Van Otterloo & Co. LLC	$855M	3,158,451	+488,292	add
40	RAYMOND JAMES FINANCIAL INC	$806M	2,985,789	−112,775	trim
41	BARCLAYS PLC	$762M	2,817,725	−456,917	trim
42	Swiss National Bank	$719M	2,658,441	+176,600	add
43	Sumitomo Mitsui Trust Group, Inc.	$707M	2,614,343	−56,548	trim
44	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$698M	2,579,283	+213,455	add
45	DEUTSCHE BANK AG\	$686M	2,535,308	+333,230	add
46	Mitsubishi UFJ Asset Management Co., Ltd.	$641M	2,370,729	+168,780	add
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$592M	2,186,539	−252,456	trim
48	Vanguard Global Advisers, LLC	$542M	2,003,101	—	no prior
49	National Pension Service	$527M	1,947,305	+1,947,305	new
50	CANADA PENSION PLAN INVESTMENT BOARD	$522M	1,927,492	+469,187	add
51	MARSHFIELD ASSOCIATES	$512M	1,890,689	+232,202	add
52	Veritas Asset Management LLP	$509M	1,882,071	−650,560	trim
53	VANGUARD ASSET MANAGEMENT, Ltd	$495M	1,828,244	—	no prior
54	FARALLON CAPITAL MANAGEMENT, L.L.C.	$493M	1,821,706	—	no prior
55	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$479M	1,769,068	+308,855	add
56	TWO SIGMA INVESTMENTS, LP	$460M	1,700,196	+1,675,905	add
57	JANE STREET GROUP, LLC	$446M	1,649,180	−1,819,157	trim
58	ENVESTNET ASSET MANAGEMENT INC	$439M	1,623,188	+272,697	add
59	CITADEL ADVISORS LLC	$417M	1,542,330	−1,386,011	trim
60	BANK OF MONTREAL /CAN/	$415M	1,535,205	−114,090	trim
61	CITIGROUP INC	$411M	1,518,059	+325,195	add
62	Ensign Peak Advisors, Inc	$402M	1,486,131	−176,668	trim
63	CIBC Bancorp USA Inc.	$373M	1,378,963	—	no prior
64	PRINCIPAL FINANCIAL GROUP INC	$368M	1,359,317	−11,597	trim
65	MILLENNIUM MANAGEMENT LLC	$367M	1,356,610	+5,499	add
66	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$361M	1,332,292	+38,026	add
67	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$350M	1,294,924	+328,820	add
68	LPL Financial LLC	$344M	1,271,194	+34,267	add
69	BANK OF NOVA SCOTIA	$339M	1,252,118	−224,322	trim
70	Clearbridge Investments, LLC	$333M	1,229,484	−75,285	trim
71	FIL Ltd	$317M	1,170,487	+53,331	add
72	D. E. Shaw & Co., Inc.	$316M	1,167,220	+226,047	add
73	RENAISSANCE TECHNOLOGIES LLC	$313M	1,158,428	+361,678	add
74	NEW YORK STATE COMMON RETIREMENT FUND	$313M	1,156,076	+38,442	add
75	Daiwa Securities Group Inc.	$311M	1,149,823	+918,210	add
76	Longview Partners (Guernsey) LTD	$304M	1,121,661	−133,088	trim
77	FEDERATED HERMES, INC.	$301M	1,111,214	+1,023,030	add
78	Swedbank AB	$301M	1,110,658	−10,348	trim
79	1832 Asset Management L.P.	$297M	1,096,254	−212,004	trim
80	FIRST MANHATTAN CO. LLC.	$278M	1,027,677	−325,725	trim
81	US BANCORP \DE\	$274M	1,012,177	−27,701	trim
82	NAYA CAPITAL MANAGEMENT UK LTD	$273M	1,010,553	+97,821	add
83	AQR CAPITAL MANAGEMENT LLC	$260M	977,408	+260,501	add
84	AMERICAN CENTURY COMPANIES INC	$259M	958,339	−20,389	trim
85	ADAGE CAPITAL PARTNERS GP, L.L.C.	$259M	956,506	+92,154	add
86	Quadrature Capital Ltd	$254M	939,683	+57,522	add
87	Fiera Capital Corp	$243M	898,935	−856	trim
88	London & Capital Asset Management Ltd	$238M	880,594	−58,359	trim
89	BAHL & GAYNOR INC	$231M	852,428	+187,567	add
90	M&G Plc	$230M	847,584	−19,171	trim
91	Aberdeen Group plc	$229M	845,099	+1,357	add
92	PRUDENTIAL FINANCIAL INC	$229M	844,658	+22,573	add
93	Tidal Investments LLC	$228M	864,050	+693,117	add
94	CREDIT AGRICOLE S A	$227M	837,977	−11,418	trim
95	Marex Group Ltd	$221M	817,599	−584,677	trim
96	BNP Paribas Asset Management Holding S.A.	$221M	817,053	−334,288	trim
97	PineStone Asset Management Inc.	$219M	808,873	−16,832	trim
98	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$216M	797,305	−6,298	trim
99	DAVENPORT & Co LLC	$215M	801,710	+129,294	add
100	AVIVA PLC	$211M	781,494	+21,870	add
101	Neuberger Berman Group LLC	$210M	777,966	+37,334	add
102	ROYAL LONDON ASSET MANAGEMENT LTD	$204M	755,589	+5,344	add
103	MAIRS & POWER INC	$201M	741,083	−89,452	trim
104	Ruane, Cunniff & Goldfarb L.P.	$197M	728,407	−17,592	trim
105	SEI INVESTMENTS CO	$197M	728,275	+180,329	add
106	BROWN ADVISORY INC	$195M	721,553	−14,667	trim
107	Magellan Asset Management Ltd	$195M	719,803	−91,935	trim
108	Hudson Bay Capital Management LP	$189M	700,000	+700,000	new
109	Universal- Beteiligungs- und Servicegesellschaft mbH	$183M	639,995	+4,981	add
110	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$182M	673,263	−88,980	trim
111	TD ASSET MANAGEMENT INC	$179M	661,168	+25,400	add
112	JENNISON ASSOCIATES LLC	$178M	658,056	+242,456	add
113	STIFEL FINANCIAL CORP	$176M	650,763	−2,041	trim
114	Pictet Asset Management Holding SA	$172M	634,568	−394,880	trim
115	SCHRODER INVESTMENT MANAGEMENT GROUP	$170M	627,534	−503,564	trim
116	BRANDES INVESTMENT PARTNERS, LP	$168M	621,884	+221,821	add
117	Korea Investment CORP	$166M	614,660	−34,059	trim
118	HighTower Advisors, LLC	$165M	609,743	+64,305	add
119	VOYA INVESTMENT MANAGEMENT LLC	$164M	606,629	−109,300	trim
120	Clear Street Group Inc.	$163M	601,697	−19,343	trim
121	H&H International Investment, LLC	$163M	601,400	+601,400	new
122	Assenagon Asset Management S.A.	$159M	589,241	−364,305	trim
123	Mirae Asset Global Investments Co., Ltd.	$159M	589,203	+342,632	add
124	Connor, Clark & Lunn Investment Management Ltd.	$159M	586,928	+379,177	add
125	Chevy Chase Trust Holdings, LLC	$153M	564,251	−28,314	trim
126	DANSKE BANK A/S	$151M	557,501	−119,727	trim
127	Eurizon Capital SGR S.p.A.	$149M	555,085	−10,509	trim
128	Corient Private Wealth LLC	$148M	547,213	−206,264	trim
129	Mitsubishi UFJ Trust & Banking Corp	$148M	545,250	+45,210	add
130	DnB Asset Management AS	$145M	536,703	+98,774	add
131	Route One Investment Company, L.P.	$144M	532,875	+25,575	add
132	LAZARD ASSET MANAGEMENT LLC	$143M	528,530	−52,881	trim
133	LONDON CO OF VIRGINIA	$142M	524,146	−58,695	trim
134	Pentwater Capital Management LP	$139M	512,000	+117,000	add
135	FIFTH THIRD BANCORP	$135M	499,029	+164,523	add
136	Asset Management One Co., Ltd.	$134M	494,649	−472	trim
137	APG Asset Management N.V.	$134M	568,823	+12,813	add
138	NOMURA ASSET MANAGEMENT CO LTD	$133M	493,005	−11,478	trim
139	Focused Investors LLC	$133M	489,700	−12,400	trim
140	MACKENZIE FINANCIAL CORP	$132M	489,509	−175,734	trim
141	Allianz Asset Management GmbH	$132M	486,593	+42,346	add
142	TUDOR INVESTMENT CORP ET AL	$132M	486,375	+138,372	add
143	STATE OF WISCONSIN INVESTMENT BOARD	$131M	485,072	+15,790	add
144	Cullen Capital Management, LLC	$128M	472,736	+139,842	add
145	PFA Pension, Forsikringsaktieselskab	$128M	472,733	+472,733	new
146	GUARDCAP ASSET MANAGEMENT Ltd	$127M	465,161	−364,385	trim
147	CIBC Asset Management Inc	$126M	465,868	+979	add
148	VICTORY CAPITAL MANAGEMENT INC	$124M	459,689	+50,605	add
149	Vanguard Investments Australia, Ltd.	$122M	452,040	—	no prior
150	Empower Advisory Group, LLC	$120M	442,159	+53,487	add
151	STOREBRAND ASSET MANAGEMENT AS	$119M	440,312	—	no prior
152	Patient Capital Management, LLC	$118M	437,141	+68,848	add
153	Squarepoint Ops LLC	$117M	430,910	+204,559	add
154	Mariner, LLC	$116M	428,226	+6,210	add
155	Point72 Asset Management, L.P.	$114M	419,489	−107,871	trim
156	Federation des caisses Desjardins du Quebec	$110M	408,302	+28,631	add
157	BALYASNY ASSET MANAGEMENT L.P.	$110M	406,836	−180,129	trim
158	Unisphere Establishment	$108M	400,000	+50,000	add
159	Quantinno Capital Management LP	$108M	397,361	+33,341	add
160	CIBC WORLD MARKET INC.	$107M	394,678	−55,421	trim
161	Capital International, Inc./CA/	$106M	392,075	−28,944	trim
162	GOBI CAPITAL LLC	$105M	386,368	−21,100	trim
163	Temasek Holdings (Private) Ltd	$104M	385,856	+162,982	add
164	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$101M	374,508	+132,930	add
165	Sumitomo Mitsui DS Asset Management Company, Ltd	$101M	372,596	+6,345	add
166	Swiss Life Asset Management Ltd	$100M	370,176	−11,963	trim
167	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$99.6M	368,058	+2,668	add
168	FIDUCIARY MANAGEMENT INC /WI/	$96.9M	357,951	−35,206	trim
169	KLP KAPITALFORVALTNING AS	$96.5M	356,455	+9,600	add
170	Bowie Capital Management, LLC	$96.2M	355,479	+76,825	add
171	Rockefeller Capital Management L.P.	$95.6M	353,319	+32,745	add
172	TIGER GLOBAL MANAGEMENT LLC	$94.8M	350,445	−69,760	trim
173	Cetera Investment Advisers	$94.6M	349,690	+9,163	add
174	Smead Capital Management, Inc.	$93.9M	347,102	+38,379	add
175	NOMURA HOLDINGS INC	$93.6M	345,770	+37,681	add
176	CANTOR FITZGERALD, L. P.	$92.1M	340,550	+70,800	add
177	COOKE & BIELER LP	$91.4M	337,681	−7,143	trim
178	Cerity Partners LLC	$84.9M	313,762	+47,421	add
179	MFF Capital Investments Ltd	$84.5M	312,384	+33,069	add
180	OSAIC HOLDINGS, INC.	$84.3M	311,193	+8,392	add
181	State of New Jersey Common Pension Fund D	$83.6M	309,110	0	no change
182	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$83.0M	306,895	+16,526	add
183	Creative Planning	$83.0M	306,650	+16,182	add
184	BRISTOL JOHN W & CO INC /NY/	$82.5M	304,877	+22,362	add
185	TORONTO DOMINION BANK	$81.6M	301,562	−410,302	trim
186	Vantage Investment Partners, LLC	$81.5M	301,247	−7,016	trim
187	Harvest Portfolios Group Inc.	$81.4M	300,801	+66,598	add
188	Employees Provident Fund Board	$81.2M	300,000	0	no change
189	SEB Asset Management AB	$80.8M	298,761	—	no prior
190	Lansforsakringar Fondforvaltning AB (publ)	$78.2M	289,107	−17,716	trim
191	SIMPLEX TRADING, LLC	$77.8M	287,580	+194,855	add
192	Resona Asset Management Co.,Ltd.	$77.8M	289,144	+6,704	add
193	CI INVESTMENTS INC.	$76.7M	283,437	−480,706	trim
194	STATE OF MICHIGAN RETIREMENT SYSTEM	$76.1M	281,419	+36,500	add
195	Seilern Investment Management Ltd	$76.1M	281,119	−74,817	trim
196	OMERS ADMINISTRATION Corp	$75.3M	278,321	−313,541	trim
197	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$74.9M	276,830	+66,890	add
198	Zurcher Kantonalbank (Zurich Cantonalbank)	$74.8M	276,466	−9,260	trim
199	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$73.5M	271,596	−90,906	trim
200	M&T BANK CORP	$73.3M	270,786	+7,058	add
201	FACTORY MUTUAL INSURANCE CO	$71.2M	263,250	+22,550	add
202	HOMESTEAD ADVISERS CORP	$71.2M	264,472	+50,900	add
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$70.9M	261,948	+7,058	add
204	Tredje AP-fonden	$70.7M	261,222	−119,018	trim
205	MANNING & NAPIER ADVISORS LLC	$70.3M	259,824	−42,860	trim
206	ProShare Advisors LLC	$69.3M	256,062	−35,833	trim
207	Calamos Advisors LLC	$67.9M	250,888	+11,085	add
208	NISA INVESTMENT ADVISORS, LLC	$67.6M	249,898	+3,931	add
209	Arizona State Retirement System	$67.2M	248,183	−7,041	trim
210	Czech National Bank	$66.8M	246,701	+7,846	add
211	TRUIST FINANCIAL CORP	$66.2M	244,671	−18,227	trim
212	TEACHER RETIREMENT SYSTEM OF TEXAS	$65.7M	242,762	−13,006	trim
213	MUFG Securities EMEA plc	$65.4M	241,633	−20,573	trim
214	MENORA MIVTACHIM HOLDINGS LTD.	$64.5M	238,278	−171,300	trim
215	Focus Partners Wealth	$63.2M	232,602	−12,566	trim
216	Candriam S.C.A.	$63.0M	232,839	−6,226	trim
217	Boston Partners	$62.1M	229,287	−1,622,340	trim
218	Life Cycle Investment Partners Ltd	$61.6M	227,822	+83,067	add
219	PANAGORA ASSET MANAGEMENT INC	$60.8M	224,718	−1,535	trim
220	Maple Rock Capital Partners Inc.	$58.3M	215,400	+160,400	add
221	MetLife Investment Management, LLC	$57.3M	211,728	−5,494	trim
222	ASR Vermogensbeheer N.V.	$57.3M	211,700	+9,103	add
223	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$57.1M	211,009	+306	add
224	Solel Partners LP	$55.9M	206,527	0	no change
225	ZACKS INVESTMENT MANAGEMENT	$55.7M	205,953	+12,010	add
226	Robeco Institutional Asset Management B.V.	$55.1M	203,539	+56,326	add
227	Bank Pictet & Cie (Europe) AG	$54.2M	200,181	−8,125	trim
228	PARNASSUS INVESTMENTS, LLC	$54.2M	200,130	+177	add
229	GREAT LAKES ADVISORS, LLC	$52.8M	194,966	+1,818	add
230	BANQUE PICTET & CIE SA	$52.6M	194,343	−28,011	trim
231	Lido Advisors, LLC	$52.3M	193,247	−7,840	trim
232	Retirement Systems of Alabama	$52.1M	192,361	−343	trim
233	COMMONWEALTH EQUITY SERVICES, LLC	$52.0M	192,105	−34,519	trim
234	EDGAR LOMAX CO/VA	$51.8M	191,299	+32,649	add
235	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$51.4M	200,899	−49,021	trim
236	Long Focus Capital Management, LLC	$50.9M	188,000	+66,255	add
237	PRIMECAP MANAGEMENT CO/CA/	$50.5M	186,521	−6,900	trim
238	CWM, LLC	$49.9M	184,507	+25,641	add
239	IFM Investors Pty Ltd	$49.9M	184,497	+6,132	add
240	Sanctuary Advisors, LLC	$49.7M	183,680	+19,712	add
241	Clark Capital Management Group, Inc.	$49.4M	182,425	−24,021	trim
242	Freestone Grove Partners LP	$49.0M	180,911	−26,449	trim
243	Zurich Insurance Group Ltd/FI	$48.5M	179,417	−15,369	trim
244	Cresset Asset Management, LLC	$47.8M	176,642	+2,527	add
245	SCHARF INVESTMENTS, LLC	$47.2M	174,602	−4,370	trim
246	XPONANCE LLC	$46.0M	169,906	+21,957	add
247	YACKTMAN ASSET MANAGEMENT LP	$45.6M	168,460	+910	add
248	GATEWAY INVESTMENT ADVISERS LLC	$45.3M	167,296	−32,359	trim
249	LOOMIS SAYLES & CO L P	$45.1M	166,589	−9,760	trim
250	Cornerstone Investment Partners, LLC	$44.7M	165,011	+1,124	add
251	WORLDQUANT MILLENNIUM ADVISORS LLC	$44.4M	164,216	+164,216	new
252	Vontobel Holding Ltd.	$43.4M	160,414	−16,891	trim
253	NATIXIS	$43.2M	159,577	+99,616	add
254	Woodline Partners LP	$43.2M	159,530	+18,022	add
255	OP Asset Management Ltd	$43.1M	159,328	—	no prior
256	BCV Asset Management Inc.	$42.0M	155,355	−2,308	trim
257	Vident Advisory, LLC	$41.7M	154,186	+12,749	add
258	FIRST TRUST ADVISORS LP	$41.5M	153,501	−25,252	trim
259	Crake Asset Management LLP	$41.4M	152,896	+152,896	new
260	Gradient Investments LLC	$41.1M	151,888	+8,954	add
261	SCOTIA CAPITAL INC.	$41.1M	151,760	−11,554	trim
262	COUNTRY TRUST BANK	$41.0M	151,518	+7,633	add
263	Ilex Capital Partners (UK) LLP	$40.9M	151,255	−31,939	trim
264	AE Wealth Management LLC	$40.8M	150,688	+98,112	add
265	MERCER GLOBAL ADVISORS INC /ADV	$40.3M	149,073	+5,736	add
266	USS Investment Management Ltd	$40.3M	148,923	−301,393	trim
267	Bellevue Group AG	$40.1M	148,203	−26,966	trim
268	ARMISTICE CAPITAL, LLC	$40.0M	148,000	+148,000	new
269	NS Partners Ltd	$40.0M	147,955	−2,955	trim
270	Utah Retirement Systems	$40.0M	147,949	−2,399	trim
271	INTECH INVESTMENT MANAGEMENT LLC	$39.9M	147,364	+55,291	add
272	PUBLIC SECTOR PENSION INVESTMENT BOARD	$39.7M	146,678	−7,451	trim
273	Mawer Investment Management Ltd.	$39.7M	146,546	+1,305	add
274	LMR Partners LLP	$39.4M	145,479	+131,479	add
275	IEQ CAPITAL, LLC	$39.2M	144,823	−12,329	trim
276	AltraVue Capital, LLC	$38.3M	141,720	+63,260	add
277	Varma Mutual Pension Insurance Co	$37.9M	140,062	+7,000	add
278	SMITH CHAS P & ASSOCIATES PA CPAS	$37.5M	138,721	+12,136	add
279	TD Waterhouse Canada Inc.	$37.5M	137,089	+33,182	add
280	ASSETMARK, INC	$37.4M	138,079	−1,703	trim
281	SP Asset Management LLC	$37.3M	137,805	+169	add
282	Kestra Advisory Services, LLC	$36.6M	135,108	−4,335	trim
283	KEYBANK NATIONAL ASSOCIATION/OH	$36.2M	133,733	−6,005	trim
284	SEIZERT CAPITAL PARTNERS, LLC	$36.0M	132,896	−9,978	trim
285	NEOS Investment Management LLC	$35.8M	132,462	−31	trim
286	CONNING INC.	$35.3M	130,449	+26,266	add
287	Greenwoods Asset Management Hong Kong Ltd.	$35.3M	130,310	0	no change
288	Rakuten Investment Management, Inc.	$35.2M	134,435	+15,279	add
289	Allspring Global Investments Holdings, LLC	$34.3M	125,298	−32,320	trim
290	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$34.0M	125,818	+1,628	add
291	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$33.8M	124,848	−35,862	trim
292	ING GROEP NV	$33.7M	124,585	+2,927	add
293	Beacon Pointe Advisors, LLC	$33.2M	122,749	+40,055	add
294	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$33.1M	122,294	−22,267	trim
295	COMMERCE BANK	$32.5M	119,986	+51,149	add
296	GLENMEDE TRUST CO NA	$32.4M	119,680	−31,260	trim
297	Pathstone Holdings, LLC	$32.2M	118,900	−9,414	trim
298	Elo Mutual Pension Insurance Co	$32.2M	118,872	+3,518	add
299	RIVERBRIDGE PARTNERS LLC	$32.0M	118,359	−5,572	trim
300	NISSAY ASSET MANAGEMENT CORP /JAPAN	$31.9M	117,937	−190	trim
301	OSSIAM	$31.9M	117,865	+102,627	add
302	Nan Shan Life Insurance Co., Ltd.	$31.8M	117,643	−1,834	trim
303	AIA Group Ltd	$31.5M	116,297	−12,806	trim
304	Empowered Funds, LLC	$31.2M	115,284	+31,053	add
305	QRG CAPITAL MANAGEMENT, INC.	$31.1M	114,942	+15,363	add
306	Allworth Financial LP	$30.7M	113,414	+18,379	add
307	Walleye Capital LLC	$30.6M	113,214	−15,905	trim
308	Purpose Unlimited Inc.	$30.6M	112,904	+14,834	add
309	Obermeyer Wealth Partners	$30.4M	112,471	+1,324	add
310	PEAK6 LLC	$30.2M	111,658	−61,532	trim
311	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$30.1M	111,352	+2,468	add
312	Leith Wheeler Investment Counsel Ltd.	$29.6M	109,436	+354	add
313	MACQUARIE GROUP LTD	$29.4M	108,606	−46,825	trim
314	Aquatic Capital Management LLC	$29.2M	107,796	+3,944	add
315	Alyeska Investment Group, L.P.	$28.9M	106,750	−224,774	trim
316	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$28.7M	106,057	−332,868	trim
317	Baird Financial Group, Inc.	$28.6M	105,767	+105,767	new
318	Vanguard Personalized Indexing Management, LLC	$28.3M	104,674	−11,531	trim
319	PRUDENTIAL PLC	$28.3M	104,411	+12,256	add
320	NAN FUNG TRINITY (HK) Ltd	$28.2M	104,155	+51,720	add
321	ATALANTA SOSNOFF CAPITAL, LLC	$28.0M	103,641	+8,585	add
322	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$28.0M	103,639	−55	trim
323	&PARTNERS	$27.8M	104,316	−8,311	trim
324	Andra AP-fonden	$27.3M	101,015	+79,823	add
325	Carnegie Investment Counsel	$27.2M	104,832	−3,048	trim
326	SUVRETTA CAPITAL MANAGEMENT, LLC	$27.2M	100,630	−10,690	trim
327	National Philanthropic Trust	$26.9M	99,366	—	no prior
328	MML INVESTORS SERVICES, LLC	$26.9M	99,276	−15,625	trim
329	Wealthfront Advisers LLC	$26.7M	98,804	+2,580	add
330	Banco Santander, S.A.	$26.7M	98,578	+22,735	add
331	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$26.6M	98,247	+1,822	add
332	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$26.0M	96,172	−926	trim
333	Steward Partners Investment Advisory, LLC	$26.0M	95,962	−8,185	trim
334	Evelyn Partners Investment Management LLP	$25.8M	95,509	−71,430	trim
335	NORDEA INVESTMENT MANAGEMENT AB	$25.3M	95,218	+3,722	add
336	Ethic Inc.	$25.2M	93,211	−799	trim
337	YOUSIF CAPITAL MANAGEMENT, LLC	$24.6M	91,042	−1,690	trim
338	Pinnacle Financial Partners, Inc.	$24.6M	91,008	−4,156	trim
339	Cercano Management LLC	$24.6M	90,927	0	no change
340	Generali Powszechne Towarzystwo Emerytalne	$24.4M	90,350	0	no change
341	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	90,069	+16,135	add
342	Appaloosa LP	$24.4M	90,000	−110,000	trim
343	TCTC Holdings, LLC	$23.9M	88,289	+510	add
344	Snowden Capital Advisors LLC	$23.9M	88,155	+5,043	add
345	Gotham Asset Management, LLC	$23.3M	86,138	+29,922	add
346	Evercore Wealth Management, LLC	$22.9M	84,660	−23,350	trim
347	TOCQUEVILLE ASSET MANAGEMENT L.P.	$22.8M	84,224	−2,354	trim
348	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$22.7M	83,869	+13,423	add
349	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$22.6M	83,853	−10,798	trim
350	NewEdge Advisors, LLC	$22.5M	83,019	+83,019	new
351	U.S. Capital Wealth Advisors, LLC	$22.1M	81,700	+5,292	add
352	Trajan Wealth LLC	$21.9M	81,091	−2,194	trim
353	Perpetual Ltd	$21.7M	80,162	+11,554	add
354	Investment Management Corp of Ontario	$21.6M	79,984	−8,460	trim
355	Palisade Asset Management, LLC	$21.6M	79,645	−408	trim
356	BOONE CAPITAL MANAGEMENT LLC	$21.4M	79,226	+17,464	add
357	D.A. DAVIDSON & CO.	$21.4M	79,069	−2,683	trim
358	Douglas Lane & Associates, LLC	$20.9M	77,198	+8,573	add
359	Danica Pension, Livsforsikringsaktieselskab	$20.8M	76,983	+37,223	add
360	MARCO INVESTMENT MANAGEMENT LLC	$20.7M	76,378	+355	add
361	MIZUHO MARKETS AMERICAS LLC	$20.3M	75,000	0	no change
362	Epoch Investment Partners, Inc.	$20.2M	74,628	−2,382	trim
363	BLAIR WILLIAM & CO/IL	$20.2M	74,523	−28,339	trim
364	Mesirow Financial Investment Management, Inc.	$19.6M	72,571	+15,853	add
365	CAUSEWAY CAPITAL MANAGEMENT LLC	$19.4M	71,864	+71,864	new
366	OPPENHEIMER ASSET MANAGEMENT INC.	$19.3M	71,421	+15,895	add
367	Arnhold LLC	$19.3M	71,410	+8,100	add
368	Leonteq Securities AG	$19.2M	71,025	+23,081	add
369	Rafferty Asset Management, LLC	$19.1M	70,695	−26,830	trim
370	Orion Porfolio Solutions, LLC	$18.3M	67,682	−24,258	trim
371	BloombergSen Inc.	$18.2M	67,235	−2,314	trim
372	ALLIANZ SE	$18.1M	66,747	−11,498	trim
373	ArrowMark Colorado Holdings LLC	$18.0M	66,705	−4,600	trim
374	BENJAMIN EDWARDS INC	$18.0M	66,511	+8,669	add
375	Private Advisor Group, LLC	$17.9M	66,280	−1,955	trim
376	Distillate Capital Partners LLC	$17.9M	66,080	+66,080	new
377	Vinva Investment Management Ltd	$17.8M	68,107	−542	trim
378	UniSuper Management Pty Ltd	$17.8M	65,884	+1,526	add
379	Ironvine Capital Partners, LLC	$17.8M	65,781	+723	add
380	Woodbridge CO LTD	$17.7M	65,300	0	no change
381	Norinchukin Bank, The	$17.7M	65,264	−1,119	trim
382	Cumberland Partners Ltd	$17.7M	65,237	−19	trim
383	Avanza Fonder AB	$17.6M	65,152	−350	trim
384	SOROS FUND MANAGEMENT LLC	$17.6M	64,993	+8,202	add
385	AUXIER ASSET MANAGEMENT LLC	$17.3M	63,937	−91	trim
386	Centiva Capital, LP	$17.1M	63,095	+59,184	add
387	DSG Capital Advisors, LLC	$17.0M	62,895	−330	trim
388	FARMERS & MERCHANTS INVESTMENTS INC	$16.9M	62,570	+983	add
389	Aware Super Pty Ltd as trustee of Aware Super	$16.9M	62,333	—	no prior
390	Mediolanum International Funds Ltd	$16.7M	63,933	−3,755	trim
391	GUGGENHEIM CAPITAL LLC	$16.6M	61,514	−16,197	trim
392	MAI Capital Management	$16.6M	61,301	−133,528	trim
393	Advisors Asset Management, Inc.	$16.6M	61,167	+12,890	add
394	Atria Investments, Inc	$16.5M	60,953	+2,538	add
395	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$16.2M	60,022	+55,695	add
396	Illinois Municipal Retirement Fund	$16.2M	59,715	+2,911	add
397	ABN AMRO INVESTMENT SOLUTIONS	$16.1M	59,677	+6,297	add
398	Mill Capital Management, LLC	$16.1M	59,471	−804	trim
399	Callan Family Office, LLC	$16.1M	59,379	−1,644	trim
400	Coronation Fund Managers Ltd.	$15.8M	58,224	−26,961	trim
401	GFS Advisors, LLC	$15.7M	58,096	+6,680	add
402	PFM Health Sciences, LP	$15.7M	58,038	+7,499	add
403	Aptus Capital Advisors, LLC	$15.6M	57,798	−12,407	trim
404	B. Metzler seel. Sohn & Co. AG	$15.6M	57,761	−5,011	trim
405	Systematic Alpha Investments, LLC	$15.5M	57,323	0	no change
406	GROUPAMA ASSET MANAGMENT	$15.4M	57,020	−2,368	trim
407	Sterling Capital Management LLC	$15.3M	56,634	−4,008	trim
408	Osmosis Investment Management UK Ltd	$15.1M	55,712	−42,094	trim
409	RBF Capital, LLC	$14.9M	55,000	−55,000	trim
410	Quintet Private Bank (Europe) S.A.	$14.8M	54,854	−31,179	trim
411	MIZUHO SECURITIES USA LLC	$14.8M	54,762	−11,195	trim
412	NOVARE CAPITAL MANAGEMENT LLC	$14.8M	54,682	−2,156	trim
413	Stamos Capital Partners, L.P.	$14.8M	54,597	+12,547	add
414	LEVEL FOUR ADVISORY SERVICES, LLC	$14.8M	54,586	+14,483	add
415	Sequoia Financial Advisors, LLC	$14.6M	54,101	−3,600	trim
416	TOKIO MARINE ASSET MANAGEMENT CO LTD	$14.6M	53,846	−13,035	trim
417	BAILARD, INC.	$14.4M	53,397	−6,827	trim
418	Spear Holdings RSC Ltd	$14.3M	53,006	+53,006	new
419	PBCay One RSC Ltd	$14.3M	53,005	+53,005	new
420	Rock Springs Capital Management LP	$14.3M	53,000	+12,200	add
421	Diversified Trust Co	$14.3M	52,833	+5,333	add
422	HARTFORD INVESTMENT MANAGEMENT CO	$14.0M	51,612	−719	trim
423	BLI - Banque de Luxembourg Investments	$13.9M	42,683	+42,683	new
424	Intesa Sanpaolo S.p.A.	$13.6M	50,216	+4,093	add
425	UNIVEST FINANCIAL Corp	$13.4M	49,671	+15,837	add
426	Caption Management, LLC	$13.4M	49,350	+15,470	add
427	HB Wealth Management, LLC	$13.3M	49,228	+1,705	add
428	Equitable Holdings, Inc.	$13.3M	41,722	+11,715	add
429	Fisher Funds Management LTD	$13.2M	48,730	0	no change
430	OLD NATIONAL BANCORP /IN/	$13.1M	48,387	+1,121	add
431	D'Orazio & Associates, Inc.	$13.1M	48,315	−417	trim
432	FORA Capital, LLC	$13.1M	48,314	+48,314	new
433	FIDUCIARY TRUST CO	$13.0M	48,224	−8,141	trim
434	71 West Capital Partners	$13.0M	48,061	+1,906	add
435	Lombard Odier Asset Management (Switzerland) SA	$13.0M	48,003	+2,615	add
436	ASSOCIATED BANC-CORP	$12.9M	47,816	−2,860	trim
437	Buck Wealth Strategies, LLC	$12.9M	47,578	+12,177	add
438	Phoenix Financial Ltd.	$12.8M	47,208	+249	add
439	TB Alternative Assets Ltd.	$12.8M	47,184	+47,184	new
440	FIRST FINANCIAL BANKSHARES INC	$12.7M	46,833	+6,285	add
441	Prospera Financial Services Inc	$12.5M	46,057	−1,719	trim
442	Maryland State Retirement & Pension System	$12.4M	45,686	+160	add
443	PATTEN & PATTEN INC/TN	$12.2M	44,990	−3,031	trim
444	Strong Tower Advisory Services	$12.1M	44,613	+14,507	add
445	SteelPeak Wealth, LLC	$12.0M	44,238	+1,511	add
446	Private Advisory Group LLC	$11.9M	44,059	+42,604	add
447	INTACT INVESTMENT MANAGEMENT INC.	$11.9M	43,900	+300	add
448	DDD Partners, LLC	$11.9M	43,877	+14,326	add
449	OpenArc Corporate Advisory, LLC	$11.9M	43,799	+10,678	add
450	Haverford Trust Co	$11.8M	43,609	−2,804	trim
451	Capital International Sarl	$11.7M	43,403	+9,170	add
452	NLB Skladi, upravljanje premozenja, d.o.o.	$11.6M	42,857	+6,210	add
453	EAGLE GLOBAL ADVISORS LLC	$11.6M	42,730	−1,174	trim
454	TCV Trust & Wealth Management, Inc.	$11.6M	42,685	+556	add
455	FULTON BREAKEFIELD BROENNIMAN LLC	$11.5M	42,660	−2,381	trim
456	THOMPSON INVESTMENT MANAGEMENT, INC.	$11.4M	42,295	+6,950	add
457	EDMOND DE ROTHSCHILD HOLDING S.A.	$11.4M	42,130	0	no change
458	Verition Fund Management LLC	$11.3M	41,637	+32,834	add
459	Madison Asset Management, LLC	$11.2M	41,546	+5,923	add
460	UNICOM Systems, Inc.	$11.2M	41,434	0	no change
461	Man Group plc	$11.2M	41,319	+5,636	add
462	Midwest Trust Co	$11.1M	41,014	−3,708	trim
463	ADAMS DIVERSIFIED EQUITY FUND, INC.	$11.1M	41,000	−9,800	trim
464	OneDigital Investment Advisors LLC	$11.1M	40,951	+4,325	add
465	FIRST NATIONAL TRUST CO	$11.1M	40,940	+7,864	add
466	INVESTMENT HOUSE LLC	$11.1M	40,873	−39,293	trim
467	Bank Julius Baer & Co. Ltd, Zurich	$11.0M	40,820	−326,379	trim
468	First Eagle Investment Management, LLC	$11.0M	40,804	+1,736	add
469	Vest Financial, LLC	$11.0M	40,649	+12,161	add
470	Northwest & Ethical Investments L.P.	$11.0M	40,556	−8,070	trim
471	Dorsey & Whitney Trust CO LLC	$11.0M	40,474	−1,162	trim
472	Maven Securities LTD	$10.9M	40,350	+20,746	add
473	STEPHENS INC /AR/	$10.9M	39,963	−1,455	trim
474	Marks Group Wealth Management, Inc	$10.8M	39,870	−8,094	trim
475	DIVERSIFY WEALTH MANAGEMENT, LLC	$10.6M	28,696	+16,360	add
476	MATTERN CAPITAL MANAGEMENT, LLC	$10.5M	38,785	+12,654	add
477	JPL Wealth Management, LLC	$10.5M	38,782	−6,308	trim
478	XTX Topco Ltd	$10.4M	38,519	+34,186	add
479	Metis Global Partners, LLC	$10.3M	38,164	−1,226	trim
480	NWF Advisory Services Inc.	$10.3M	38,042	+12,424	add
481	Generate Investment Management Ltd	$10.2M	37,627	−30,481	trim
482	WINTON GROUP Ltd	$10.1M	37,155	+35,211	add
483	NewEdge Wealth, LLC	$10.0M	36,796	+1,530	add
484	KELLY LAWRENCE W & ASSOCIATES INC/CA	$9.9M	36,549	−1,990	trim
485	SECTOR GAMMA AS	$9.9M	36,435	+36,435	new
486	AG2R LA MONDIALE GESTION D'ACTIFS	$9.9M	36,432	+380	add
487	EQUITABLE TRUST CO	$9.8M	36,154	−60	trim
488	OBERNDORF WILLIAM E	$9.6M	35,553	0	no change
489	COLDSTREAM CAPITAL MANAGEMENT INC	$9.6M	35,341	+13,921	add
490	WASHINGTON TRUST BANK	$9.5M	35,169	+5,854	add
491	Senator Investment Group LP	$9.5M	35,000	−40,000	trim
492	OPAL CAPITAL LLC	$9.5M	34,927	+23,152	add
493	Dai-ichi Life Insurance Company, Ltd	$9.4M	34,626	−4,090	trim
494	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.4M	34,620	+34,620	new
495	Focus Financial Network, Inc.	$9.3M	34,514	−3,238	trim
496	CHOREO, LLC	$9.3M	34,285	−1,435	trim
497	Taikang Asset Management (Hong Kong) Co Ltd	$9.3M	34,249	−1,458	trim
498	SHELTON CAPITAL MANAGEMENT	$9.2M	34,180	+108	add
499	BOKF, NA	$9.2M	34,133	−2,299	trim
500	Hyperion Capital Advisors LP	$9.2M	34,049	−2,284	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · UNH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 John Boozman R–AR, Alan Armstrong R–OK $17K–$80K
Sellers: 3 Richard McCormick R–GA-7, Dan Newhouse R–WA-4, Maria Elvira Salazar R–FL-27 $5K–$75K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Soros Fund Management $173M held
Trimming: 9 Ruane Cunniff & Goldfarb, Tiger Global Management, Appaloosa, Markel Group, Caxton Associates, Berkshire Hathaway, Viking Global Investors, Bridgewater Associates +1 $322M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · UNITEDHEALTH GROUP INC

Merged timeline of congressional filings and notable-manager moves on UNH
Date	Who	Change	Size
2026-08-20	John Boozman Congress	Purchase	$1K–$15K
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-07-17	Dan Newhouse Congress	Sale	$1K–$15K
2026-07-13	John Boozman Congress	Purchase	$1K–$15K
2026-07-09	Richard McCormick Congress	Sale	$1K–$15K
2026-07-09	Richard McCormick Congress	Sale	$1K–$15K
2026-07-07	Maria Elvira Salazar Congress	Sale	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	add	+138,372 sh
2026-05-15	Gotham Asset Management 13F	add	+29,922 sh
2026-05-15	Soros Fund Management 13F	add	+8,202 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	trim	−17,592 sh
2026-05-15	Tiger Global Management 13F	trim	−69,760 sh
2026-05-15	Appaloosa 13F	trim	−110,000 sh
2026-05-15	Berkshire Hathaway 13F	exit	−5,039,564 sh
2026-05-15	Viking Global Investors 13F	exit	−1,197,273 sh
2026-05-15	Bridgewater Associates 13F	exit	−6,170 sh
2026-05-15	Moore Capital Management 13F	exit	−40,000 sh
2026-05-14	Caxton Associates 13F	trim	−1,050 sh
2026-05-01	Markel Group 13F	trim	−7,800 sh

20 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

70 members of Congress disclosed UNH — the congressional view ↗