Public record / Tickers / UNH

UNH — UNITEDHEALTH GROUP INC

Both disclosure regimes on one name: who in Congress filed about UNH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
306
all PTR rows naming UNH
Members · 12m
12
15 buys · 14 sells · by trade date
Latest PTR
08-20
filed 2026-08-20
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $250K–$500K

Sale · traded 2025-12-23 → filed 2026-01-22. Ranked over every UNH row by the provable lower bound, never a point estimate.

12 members · 15 buys / 14 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

50 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

90 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 90 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UNH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UNH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-20John Boozman R–ARPurchase · JT (jointly owned)Traded 2025-04-16 LATE·491d$1K–$15Kamendment pending
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$15K–$50K
2026-07-17Dan Newhouse R–WA-4Sale · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-07-13John Boozman R–ARPurchase · JT (jointly owned)Traded 06-04 +39d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 306 ↗

Members active in UNH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing UNH in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Richard McCormick R–GA-77−$57.0K to $41.0K3
Gilbert Ray Cisneros, Jr. D–CA-316−$47.0K to $79.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Maria Elvira Salazar R–FL-273−$13.0K to $29.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Markwayne Mullin R–OK2$65.0K to $150K
Alan Armstrong R–OK1$15.0K to $50.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3

12 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-20John Boozman CongressPurchase$1K–$15K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-07-13John Boozman CongressPurchase$1K–$15K
2026-07-09Richard McCormick CongressSale$1K–$15K
2026-07-09Richard McCormick CongressSale$1K–$15K
2026-07-07Maria Elvira Salazar CongressSale$1K–$15K
2026-05-15Tudor Investment Corp 13Fadd+138,372 sh
2026-05-15Gotham Asset Management 13Fadd+29,922 sh
2026-05-15Soros Fund Management 13Fadd+8,202 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−17,592 sh
2026-05-15Tiger Global Management 13Ftrim−69,760 sh
2026-05-15Appaloosa 13Ftrim−110,000 sh
2026-05-15Berkshire Hathaway 13Fexit−5,039,564 sh
2026-05-15Viking Global Investors 13Fexit−1,197,273 sh
2026-05-15Bridgewater Associates 13Fexit−6,170 sh
2026-05-15Moore Capital Management 13Fexit−40,000 sh
2026-05-14Caxton Associates 13Ftrim−1,050 sh
2026-05-01Markel Group 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of UNH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$19.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$15.9B1
3STATE STREET CORP$12.3B1
4Capital World Investors$7.5B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$6.5B1
6GEODE CAPITAL MANAGEMENT, LLC$6.1B1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.6B1
8JPMORGAN CHASE & CO$5.0B1
9Capital Research Global Investors$4.6B1
10MORGAN STANLEY$4.0B1
11FMR LLC$3.3B1
12BANK OF AMERICA CORP /DE/$3.2B1
13WELLINGTON MANAGEMENT GROUP LLP$2.7B1
14Bank of New York Mellon Corp$2.7B1
15DODGE & COX$2.6B1
16Capital International Investors$2.4B1
17NORTHERN TRUST CORP$2.4B1
18ALLIANCEBERNSTEIN L.P.$2.1B1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.0B1
20Amundi$1.7B1
21Invesco Ltd.$1.7B1
22Legal & General Group Plc$1.7B1
23Sanders Capital, LLC$1.6B1
24EAGLE CAPITAL MANAGEMENT LLC$1.6B1
25HSBC HOLDINGS PLC$1.5B1
26FRANKLIN RESOURCES INC$1.5B1
27ROYAL BANK OF CANADA$1.4B1
28Fisher Asset Management, LLC$1.4B1
29VANGUARD FIDUCIARY TRUST CO$1.4B1
30DIMENSIONAL FUND ADVISORS LP$1.4B1
31NATIONAL BANK OF CANADA /FI/$1.0B1
32Janus Henderson Group Ltd.$991M1
33AMERIPRISE FINANCIAL INC$947M1
34UBS Group AG$934M1
35Nuveen, LLC$931M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$927M1
37WELLS FARGO & COMPANY/MN$908M1
38SUSQUEHANNA INTERNATIONAL GROUP, LLP$861M1
39Grantham, Mayo, Van Otterloo & Co. LLC$855M1
40RAYMOND JAMES FINANCIAL INC$806M1
41BARCLAYS PLC$762M1
42Swiss National Bank$719M1
43Sumitomo Mitsui Trust Group, Inc.$707M1
44MANUFACTURERS LIFE INSURANCE COMPANY, THE$698M1
45DEUTSCHE BANK AG\$686M1
46Mitsubishi UFJ Asset Management Co., Ltd.$641M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$592M1
48Vanguard Global Advisers, LLC$542M1
49National Pension Service$527M1
50CANADA PENSION PLAN INVESTMENT BOARD$522M1
51MARSHFIELD ASSOCIATES$512M1
52Veritas Asset Management LLP$509M1
53VANGUARD ASSET MANAGEMENT, Ltd$495M1
54FARALLON CAPITAL MANAGEMENT, L.L.C.$493M1
55HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$479M1
56TWO SIGMA INVESTMENTS, LP$460M1
57JANE STREET GROUP, LLC$446M1
58ENVESTNET ASSET MANAGEMENT INC$439M1
59CITADEL ADVISORS LLC$417M1
60BANK OF MONTREAL /CAN/$415M1
61CITIGROUP INC$411M1
62Ensign Peak Advisors, Inc$402M1
63CIBC Bancorp USA Inc.$373M1
64PRINCIPAL FINANCIAL GROUP INC$368M1
65MILLENNIUM MANAGEMENT LLC$367M1
66BARROW HANLEY MEWHINNEY & STRAUSS LLC$361M1
67CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$350M1
68LPL Financial LLC$344M1
69BANK OF NOVA SCOTIA$339M1
70Clearbridge Investments, LLC$333M1
71FIL Ltd$317M1
72D. E. Shaw & Co., Inc.$316M1
73RENAISSANCE TECHNOLOGIES LLC$313M1
74NEW YORK STATE COMMON RETIREMENT FUND$313M1
75Daiwa Securities Group Inc.$311M1
76Longview Partners (Guernsey) LTD$304M1
77FEDERATED HERMES, INC.$301M1
78Swedbank AB$301M1
791832 Asset Management L.P.$297M1
80FIRST MANHATTAN CO. LLC.$278M1
81US BANCORP \DE\$274M1
82NAYA CAPITAL MANAGEMENT UK LTD$273M1
83AQR CAPITAL MANAGEMENT LLC$260M1
84AMERICAN CENTURY COMPANIES INC$259M1
85ADAGE CAPITAL PARTNERS GP, L.L.C.$259M1
86Quadrature Capital Ltd$254M1
87Fiera Capital Corp$243M1
88London & Capital Asset Management Ltd$238M1
89BAHL & GAYNOR INC$231M1
90M&G Plc$230M1
91Aberdeen Group plc$229M1
92PRUDENTIAL FINANCIAL INC$229M1
93Tidal Investments LLC$228M1
94CREDIT AGRICOLE S A$227M1
95Marex Group Ltd$221M1
96BNP Paribas Asset Management Holding S.A.$221M1
97PineStone Asset Management Inc.$219M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$216M1
99DAVENPORT & Co LLC$215M1
100AVIVA PLC$211M1
101Neuberger Berman Group LLC$210M1
102ROYAL LONDON ASSET MANAGEMENT LTD$204M1
103MAIRS & POWER INC$201M1
104Ruane, Cunniff & Goldfarb L.P.$197M1
105SEI INVESTMENTS CO$197M1
106BROWN ADVISORY INC$195M1
107Magellan Asset Management Ltd$195M1
108Hudson Bay Capital Management LP$189M1
109Universal- Beteiligungs- und Servicegesellschaft mbH$183M1
110WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$182M1
111TD ASSET MANAGEMENT INC$179M1
112JENNISON ASSOCIATES LLC$178M1
113STIFEL FINANCIAL CORP$176M1
114Pictet Asset Management Holding SA$172M1
115SCHRODER INVESTMENT MANAGEMENT GROUP$170M1
116BRANDES INVESTMENT PARTNERS, LP$168M1
117Korea Investment CORP$166M1
118HighTower Advisors, LLC$165M1
119VOYA INVESTMENT MANAGEMENT LLC$164M1
120Clear Street Group Inc.$163M1
121H&H International Investment, LLC$163M1
122Assenagon Asset Management S.A.$159M1
123Mirae Asset Global Investments Co., Ltd.$159M1
124Connor, Clark & Lunn Investment Management Ltd.$159M1
125Chevy Chase Trust Holdings, LLC$153M1
126DANSKE BANK A/S$151M1
127Eurizon Capital SGR S.p.A.$149M1
128Corient Private Wealth LLC$148M1
129Mitsubishi UFJ Trust & Banking Corp$148M1
130DnB Asset Management AS$145M1
131Route One Investment Company, L.P.$144M1
132LAZARD ASSET MANAGEMENT LLC$143M1
133LONDON CO OF VIRGINIA$142M1
134Pentwater Capital Management LP$139M1
135FIFTH THIRD BANCORP$135M1
136Asset Management One Co., Ltd.$134M1
137APG Asset Management N.V.$134M1
138NOMURA ASSET MANAGEMENT CO LTD$133M1
139Focused Investors LLC$133M1
140MACKENZIE FINANCIAL CORP$132M1
141Allianz Asset Management GmbH$132M1
142TUDOR INVESTMENT CORP ET AL$132M1
143STATE OF WISCONSIN INVESTMENT BOARD$131M1
144Cullen Capital Management, LLC$128M1
145PFA Pension, Forsikringsaktieselskab$128M1
146GUARDCAP ASSET MANAGEMENT Ltd$127M1
147CIBC Asset Management Inc$126M1
148VICTORY CAPITAL MANAGEMENT INC$124M1
149Vanguard Investments Australia, Ltd.$122M1
150Empower Advisory Group, LLC$120M1
151STOREBRAND ASSET MANAGEMENT AS$119M1
152Patient Capital Management, LLC$118M1
153Squarepoint Ops LLC$117M1
154Mariner, LLC$116M1
155Point72 Asset Management, L.P.$114M1
156Federation des caisses Desjardins du Quebec$110M1
157BALYASNY ASSET MANAGEMENT L.P.$110M1
158Unisphere Establishment$108M1
159Quantinno Capital Management LP$108M1
160CIBC WORLD MARKET INC.$107M1
161Capital International, Inc./CA/$106M1
162GOBI CAPITAL LLC$105M1
163Temasek Holdings (Private) Ltd$104M1
164FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$101M1
165Sumitomo Mitsui DS Asset Management Company, Ltd$101M1
166Swiss Life Asset Management Ltd$100M1
167PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$99.6M1
168FIDUCIARY MANAGEMENT INC /WI/$96.9M1
169KLP KAPITALFORVALTNING AS$96.5M1
170Bowie Capital Management, LLC$96.2M1
171Rockefeller Capital Management L.P.$95.6M1
172TIGER GLOBAL MANAGEMENT LLC$94.8M1
173Cetera Investment Advisers$94.6M1
174Smead Capital Management, Inc.$93.9M1
175NOMURA HOLDINGS INC$93.6M1
176CANTOR FITZGERALD, L. P.$92.1M1
177COOKE & BIELER LP$91.4M1
178Cerity Partners LLC$84.9M1
179MFF Capital Investments Ltd$84.5M1
180OSAIC HOLDINGS, INC.$84.3M1
181State of New Jersey Common Pension Fund D$83.6M1
182HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$83.0M1
183Creative Planning$83.0M1
184BRISTOL JOHN W & CO INC /NY/$82.5M1
185TORONTO DOMINION BANK$81.6M1
186Vantage Investment Partners, LLC$81.5M1
187Harvest Portfolios Group Inc.$81.4M1
188Employees Provident Fund Board$81.2M1
189SEB Asset Management AB$80.8M1
190Lansforsakringar Fondforvaltning AB (publ)$78.2M1
191SIMPLEX TRADING, LLC$77.8M1
192Resona Asset Management Co.,Ltd.$77.8M1
193CI INVESTMENTS INC.$76.7M1
194STATE OF MICHIGAN RETIREMENT SYSTEM$76.1M1
195Seilern Investment Management Ltd$76.1M1
196OMERS ADMINISTRATION Corp$75.3M1
197CAPITOLIS LIQUID GLOBAL MARKETS LLC$74.9M1
198Zurcher Kantonalbank (Zurich Cantonalbank)$74.8M1
199DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$73.5M1
200M&T BANK CORP$73.3M1
201FACTORY MUTUAL INSURANCE CO$71.2M1
202HOMESTEAD ADVISERS CORP$71.2M1
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$70.9M1
204Tredje AP-fonden$70.7M1
205MANNING & NAPIER ADVISORS LLC$70.3M1
206ProShare Advisors LLC$69.3M1
207Calamos Advisors LLC$67.9M1
208NISA INVESTMENT ADVISORS, LLC$67.6M1
209Arizona State Retirement System$67.2M1
210Czech National Bank$66.8M1
211TRUIST FINANCIAL CORP$66.2M1
212TEACHER RETIREMENT SYSTEM OF TEXAS$65.7M1
213MUFG Securities EMEA plc$65.4M1
214MENORA MIVTACHIM HOLDINGS LTD.$64.5M1
215Focus Partners Wealth$63.2M1
216Candriam S.C.A.$63.0M1
217Boston Partners$62.1M1
218Life Cycle Investment Partners Ltd$61.6M1
219PANAGORA ASSET MANAGEMENT INC$60.8M1
220Maple Rock Capital Partners Inc.$58.3M1
221MetLife Investment Management, LLC$57.3M1
222ASR Vermogensbeheer N.V.$57.3M1
223COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$57.1M1
224Solel Partners LP$55.9M1
225ZACKS INVESTMENT MANAGEMENT$55.7M1
226Robeco Institutional Asset Management B.V.$55.1M1
227Bank Pictet & Cie (Europe) AG$54.2M1
228PARNASSUS INVESTMENTS, LLC$54.2M1
229GREAT LAKES ADVISORS, LLC$52.8M1
230BANQUE PICTET & CIE SA$52.6M1
231Lido Advisors, LLC$52.3M1
232Retirement Systems of Alabama$52.1M1
233COMMONWEALTH EQUITY SERVICES, LLC$52.0M1
234EDGAR LOMAX CO/VA$51.8M1
235WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$51.4M1
236Long Focus Capital Management, LLC$50.9M1
237PRIMECAP MANAGEMENT CO/CA/$50.5M1
238CWM, LLC$49.9M1
239IFM Investors Pty Ltd$49.9M1
240Sanctuary Advisors, LLC$49.7M1
241Clark Capital Management Group, Inc.$49.4M1
242Freestone Grove Partners LP$49.0M1
243Zurich Insurance Group Ltd/FI$48.5M1
244Cresset Asset Management, LLC$47.8M1
245SCHARF INVESTMENTS, LLC$47.2M1
246XPONANCE LLC$46.0M1
247YACKTMAN ASSET MANAGEMENT LP$45.6M1
248GATEWAY INVESTMENT ADVISERS LLC$45.3M1
249LOOMIS SAYLES & CO L P$45.1M1
250Cornerstone Investment Partners, LLC$44.7M1
251WORLDQUANT MILLENNIUM ADVISORS LLC$44.4M1
252Vontobel Holding Ltd.$43.4M1
253NATIXIS$43.2M1
254Woodline Partners LP$43.2M1
255OP Asset Management Ltd$43.1M1
256BCV Asset Management Inc.$42.0M1
257Vident Advisory, LLC$41.7M1
258FIRST TRUST ADVISORS LP$41.5M1
259Crake Asset Management LLP$41.4M1
260Gradient Investments LLC$41.1M1
261SCOTIA CAPITAL INC.$41.1M1
262COUNTRY TRUST BANK$41.0M1
263Ilex Capital Partners (UK) LLP$40.9M1
264AE Wealth Management LLC$40.8M1
265MERCER GLOBAL ADVISORS INC /ADV$40.3M1
266USS Investment Management Ltd$40.3M1
267Bellevue Group AG$40.1M1
268ARMISTICE CAPITAL, LLC$40.0M1
269NS Partners Ltd$40.0M1
270Utah Retirement Systems$40.0M1
271INTECH INVESTMENT MANAGEMENT LLC$39.9M1
272PUBLIC SECTOR PENSION INVESTMENT BOARD$39.7M1
273Mawer Investment Management Ltd.$39.7M1
274LMR Partners LLP$39.4M1
275IEQ CAPITAL, LLC$39.2M1
276AltraVue Capital, LLC$38.3M1
277Varma Mutual Pension Insurance Co$37.9M1
278SMITH CHAS P & ASSOCIATES PA CPAS$37.5M1
279TD Waterhouse Canada Inc.$37.5M1
280ASSETMARK, INC$37.4M1
281SP Asset Management LLC$37.3M1
282Kestra Advisory Services, LLC$36.6M1
283KEYBANK NATIONAL ASSOCIATION/OH$36.2M1
284SEIZERT CAPITAL PARTNERS, LLC$36.0M1
285NEOS Investment Management LLC$35.8M1
286CONNING INC.$35.3M1
287Greenwoods Asset Management Hong Kong Ltd.$35.3M1
288Rakuten Investment Management, Inc.$35.2M1
289Allspring Global Investments Holdings, LLC$34.3M1
290NEW YORK LIFE INVESTMENT MANAGEMENT LLC$34.0M1
291BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$33.8M1
292ING GROEP NV$33.7M1
293Beacon Pointe Advisors, LLC$33.2M1
294O'SHAUGHNESSY ASSET MANAGEMENT, LLC$33.1M1
295COMMERCE BANK$32.5M1
296GLENMEDE TRUST CO NA$32.4M1
297Pathstone Holdings, LLC$32.2M1
298Elo Mutual Pension Insurance Co$32.2M1
299RIVERBRIDGE PARTNERS LLC$32.0M1
300NISSAY ASSET MANAGEMENT CORP /JAPAN$31.9M1
301OSSIAM$31.9M1
302Nan Shan Life Insurance Co., Ltd.$31.8M1
303AIA Group Ltd$31.5M1
304Empowered Funds, LLC$31.2M1
305QRG CAPITAL MANAGEMENT, INC.$31.1M1
306Allworth Financial LP$30.7M1
307Walleye Capital LLC$30.6M1
308Purpose Unlimited Inc.$30.6M1
309Obermeyer Wealth Partners$30.4M1
310PEAK6 LLC$30.2M1
311CLIFFORD SWAN INVESTMENT COUNSEL LLC$30.1M1
312Leith Wheeler Investment Counsel Ltd.$29.6M1
313MACQUARIE GROUP LTD$29.4M1
314Aquatic Capital Management LLC$29.2M1
315Alyeska Investment Group, L.P.$28.9M1
316NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$28.7M1
317Baird Financial Group, Inc.$28.6M1
318Vanguard Personalized Indexing Management, LLC$28.3M1
319PRUDENTIAL PLC$28.3M1
320NAN FUNG TRINITY (HK) Ltd$28.2M1
321ATALANTA SOSNOFF CAPITAL, LLC$28.0M1
322OREGON PUBLIC EMPLOYEES RETIREMENT FUND$28.0M1
323&PARTNERS$27.8M1
324Andra AP-fonden$27.3M1
325Carnegie Investment Counsel$27.2M1
326SUVRETTA CAPITAL MANAGEMENT, LLC$27.2M1
327National Philanthropic Trust$26.9M1
328MML INVESTORS SERVICES, LLC$26.9M1
329Wealthfront Advisers LLC$26.7M1
330Banco Santander, S.A.$26.7M1
331MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$26.6M1
332MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$26.0M1
333Steward Partners Investment Advisory, LLC$26.0M1
334Evelyn Partners Investment Management LLP$25.8M1
335NORDEA INVESTMENT MANAGEMENT AB$25.3M1
336Ethic Inc.$25.2M1
337YOUSIF CAPITAL MANAGEMENT, LLC$24.6M1
338Pinnacle Financial Partners, Inc.$24.6M1
339Cercano Management LLC$24.6M1
340Generali Powszechne Towarzystwo Emerytalne$24.4M1
341BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
342Appaloosa LP$24.4M1
343TCTC Holdings, LLC$23.9M1
344Snowden Capital Advisors LLC$23.9M1
345Gotham Asset Management, LLC$23.3M1
346Evercore Wealth Management, LLC$22.9M1
347TOCQUEVILLE ASSET MANAGEMENT L.P.$22.8M1
348LIBERTY ONE INVESTMENT MANAGEMENT, LLC$22.7M1
349BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$22.6M1
350NewEdge Advisors, LLC$22.5M1
351U.S. Capital Wealth Advisors, LLC$22.1M1
352Trajan Wealth LLC$21.9M1
353Perpetual Ltd$21.7M1
354Investment Management Corp of Ontario$21.6M1
355Palisade Asset Management, LLC$21.6M1
356BOONE CAPITAL MANAGEMENT LLC$21.4M1
357D.A. DAVIDSON & CO.$21.4M1
358Douglas Lane & Associates, LLC$20.9M1
359Danica Pension, Livsforsikringsaktieselskab$20.8M1
360MARCO INVESTMENT MANAGEMENT LLC$20.7M1
361MIZUHO MARKETS AMERICAS LLC$20.3M1
362Epoch Investment Partners, Inc.$20.2M1
363BLAIR WILLIAM & CO/IL$20.2M1
364Mesirow Financial Investment Management, Inc.$19.6M1
365CAUSEWAY CAPITAL MANAGEMENT LLC$19.4M1
366OPPENHEIMER ASSET MANAGEMENT INC.$19.3M1
367Arnhold LLC$19.3M1
368Leonteq Securities AG$19.2M1
369Rafferty Asset Management, LLC$19.1M1
370Orion Porfolio Solutions, LLC$18.3M1
371BloombergSen Inc.$18.2M1
372ALLIANZ SE$18.1M1
373ArrowMark Colorado Holdings LLC$18.0M1
374BENJAMIN EDWARDS INC$18.0M1
375Private Advisor Group, LLC$17.9M1
376Distillate Capital Partners LLC$17.9M1
377Vinva Investment Management Ltd$17.8M1
378UniSuper Management Pty Ltd$17.8M1
379Ironvine Capital Partners, LLC$17.8M1
380Woodbridge CO LTD$17.7M1
381Norinchukin Bank, The$17.7M1
382Cumberland Partners Ltd$17.7M1
383Avanza Fonder AB$17.6M1
384SOROS FUND MANAGEMENT LLC$17.6M1
385AUXIER ASSET MANAGEMENT LLC$17.3M1
386Centiva Capital, LP$17.1M1
387DSG Capital Advisors, LLC$17.0M1
388FARMERS & MERCHANTS INVESTMENTS INC$16.9M1
389Aware Super Pty Ltd as trustee of Aware Super$16.9M1
390Mediolanum International Funds Ltd$16.7M1
391GUGGENHEIM CAPITAL LLC$16.6M1
392MAI Capital Management$16.6M1
393Advisors Asset Management, Inc.$16.6M1
394Atria Investments, Inc$16.5M1
395FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$16.2M1
396Illinois Municipal Retirement Fund$16.2M1
397ABN AMRO INVESTMENT SOLUTIONS$16.1M1
398Mill Capital Management, LLC$16.1M1
399Callan Family Office, LLC$16.1M1
400Coronation Fund Managers Ltd.$15.8M1
401GFS Advisors, LLC$15.7M1
402PFM Health Sciences, LP$15.7M1
403Aptus Capital Advisors, LLC$15.6M1
404B. Metzler seel. Sohn & Co. AG$15.6M1
405Systematic Alpha Investments, LLC$15.5M1
406GROUPAMA ASSET MANAGMENT$15.4M1
407Sterling Capital Management LLC$15.3M1
408Osmosis Investment Management UK Ltd$15.1M1
409RBF Capital, LLC$14.9M1
410Quintet Private Bank (Europe) S.A.$14.8M1
411MIZUHO SECURITIES USA LLC$14.8M1
412NOVARE CAPITAL MANAGEMENT LLC$14.8M1
413Stamos Capital Partners, L.P.$14.8M1
414LEVEL FOUR ADVISORY SERVICES, LLC$14.8M1
415Sequoia Financial Advisors, LLC$14.6M1
416TOKIO MARINE ASSET MANAGEMENT CO LTD$14.6M1
417BAILARD, INC.$14.4M1
418Spear Holdings RSC Ltd$14.3M1
419PBCay One RSC Ltd$14.3M1
420Rock Springs Capital Management LP$14.3M1
421Diversified Trust Co$14.3M1
422HARTFORD INVESTMENT MANAGEMENT CO$14.0M1
423BLI - Banque de Luxembourg Investments$13.9M1
424Intesa Sanpaolo S.p.A.$13.6M1
425UNIVEST FINANCIAL Corp$13.4M1
426Caption Management, LLC$13.4M1
427HB Wealth Management, LLC$13.3M1
428Equitable Holdings, Inc.$13.3M1
429Fisher Funds Management LTD$13.2M1
430OLD NATIONAL BANCORP /IN/$13.1M1
431D'Orazio & Associates, Inc.$13.1M1
432FORA Capital, LLC$13.1M1
433FIDUCIARY TRUST CO$13.0M1
43471 West Capital Partners$13.0M1
435Lombard Odier Asset Management (Switzerland) SA$13.0M1
436ASSOCIATED BANC-CORP$12.9M1
437Buck Wealth Strategies, LLC$12.9M1
438Phoenix Financial Ltd.$12.8M1
439TB Alternative Assets Ltd.$12.8M1
440FIRST FINANCIAL BANKSHARES INC$12.7M1
441Prospera Financial Services Inc$12.5M1
442Maryland State Retirement & Pension System$12.4M1
443PATTEN & PATTEN INC/TN$12.2M1
444Strong Tower Advisory Services$12.1M1
445SteelPeak Wealth, LLC$12.0M1
446Private Advisory Group LLC$11.9M1
447INTACT INVESTMENT MANAGEMENT INC.$11.9M1
448DDD Partners, LLC$11.9M1
449OpenArc Corporate Advisory, LLC$11.9M1
450Haverford Trust Co$11.8M1
451Capital International Sarl$11.7M1
452NLB Skladi, upravljanje premozenja, d.o.o.$11.6M1
453EAGLE GLOBAL ADVISORS LLC$11.6M1
454TCV Trust & Wealth Management, Inc.$11.6M1
455FULTON BREAKEFIELD BROENNIMAN LLC$11.5M1
456THOMPSON INVESTMENT MANAGEMENT, INC.$11.4M1
457EDMOND DE ROTHSCHILD HOLDING S.A.$11.4M1
458Verition Fund Management LLC$11.3M1
459Madison Asset Management, LLC$11.2M1
460UNICOM Systems, Inc.$11.2M1
461Man Group plc$11.2M1
462Midwest Trust Co$11.1M1
463ADAMS DIVERSIFIED EQUITY FUND, INC.$11.1M1
464OneDigital Investment Advisors LLC$11.1M1
465FIRST NATIONAL TRUST CO$11.1M1
466INVESTMENT HOUSE LLC$11.1M1
467Bank Julius Baer & Co. Ltd, Zurich$11.0M1
468First Eagle Investment Management, LLC$11.0M1
469Vest Financial, LLC$11.0M1
470Northwest & Ethical Investments L.P.$11.0M1
471Dorsey & Whitney Trust CO LLC$11.0M1
472Maven Securities LTD$10.9M1
473STEPHENS INC /AR/$10.9M1
474Marks Group Wealth Management, Inc$10.8M1
475DIVERSIFY WEALTH MANAGEMENT, LLC$10.6M1
476MATTERN CAPITAL MANAGEMENT, LLC$10.5M1
477JPL Wealth Management, LLC$10.5M1
478XTX Topco Ltd$10.4M1
479Metis Global Partners, LLC$10.3M1
480NWF Advisory Services Inc.$10.3M1
481Generate Investment Management Ltd$10.2M1
482WINTON GROUP Ltd$10.1M1
483NewEdge Wealth, LLC$10.0M1
484KELLY LAWRENCE W & ASSOCIATES INC/CA$9.9M1
485SECTOR GAMMA AS$9.9M1
486AG2R LA MONDIALE GESTION D'ACTIFS$9.9M1
487EQUITABLE TRUST CO$9.8M1
488OBERNDORF WILLIAM E$9.6M1
489COLDSTREAM CAPITAL MANAGEMENT INC$9.6M1
490WASHINGTON TRUST BANK$9.5M1
491Senator Investment Group LP$9.5M1
492OPAL CAPITAL LLC$9.5M1
493Dai-ichi Life Insurance Company, Ltd$9.4M1
494UNITED CAPITAL FINANCIAL ADVISORS, LLC$9.4M1
495Focus Financial Network, Inc.$9.3M1
496CHOREO, LLC$9.3M1
497Taikang Asset Management (Hong Kong) Co Ltd$9.3M1
498SHELTON CAPITAL MANAGEMENT$9.2M1
499BOKF, NA$9.2M1
500Hyperion Capital Advisors LP$9.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)15 buy / 14 sell
Congress net ($ bound)−$624K to $138K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UNH

RETAINED WINDOW · ACTIVE HITS
Signal hits naming UNH
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for UNH · financials and macro

Financials — as filed PLANNED

UNH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UNH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing