UnitedHealth Group (UNH)
What changed in recent filings
- Optum Health segment 20% → 16%Jun 30, 2024 → Mar 31, 2026
- Institutions — 6 new · 1 added · 5 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding UnitedHealth Group
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 12 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold UnitedHealth Group
Institutions we track that reported holding this stock in their most recent 13F.
- Dodge & Cox1.97% of portfolio · held as of 2019 Q1 or earlier
- Tiger Global Management0.52% of portfolio · since 2024 Q2
- Tudor Investment Corp0.17% of portfolio · since 2024 Q4
- Soros Fund Management0.02% of portfolio · since 2024 Q4
- Temasek Holdings (Singapore)0.41% of portfolio · since 2025 Q3
- Point72 Asset Management0.38% of portfolio · since 2025 Q4
- Moore Capital ManagementNew this quarter0.03% of portfolio · since 2026 Q2
- Bridgewater AssociatesNew this quarter0.01% of portfolio · since 2026 Q2
- Caisse de depot (Quebec)0.81% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.04% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.53% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors1.47% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
A company that integrates the largest US managed care (health insurance) with healthcare services and data (Optum). Vertical integration of insurance and care gives cost efficiency and data-driven health management as its edge. But tighter regulation, rising medical-cost pressure, and acquisition-integration risk can affect the business.
What is the Biotech & Health sector?
Pharma, biotech, and medical devices. Driven by trial-result events.
UnitedHealth Group is classified under the Biotech & Health sector. See peers below.
UnitedHealth Group key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
UNH segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding UnitedHealth Group
Per SEC N-PORT · 2026-06-30 · by weight · factual
UNH on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Biotech & Health average
Peers · Biotech & Health
UNH FAQ
What is UnitedHealth Group (UNH)?
A company that integrates the largest US managed care (health insurance) with healthcare services and data (Optum). Vertical integration of insurance and care gives cost efficiency and data-driven health management as its edge. But tighter regulation, rising medical-cost pressure, and acquisition-integration risk can affect the business.
What sector is UnitedHealth Group in?
UnitedHealth Group is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.
What are UnitedHealth Group's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.5%, Operating margin 7.1%, Net margin 3.1%, ROE 12.8%, Debt-to-equity 0.66x. Definitions and interpretation are available on Stocklore.
Where can I analyze UnitedHealth Group (UNH) stock?
On Stocklore you can see UNH's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.