Stocklore

UnitedHealth Group (UNH)

Biotech & Health · US stock

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.

max 12
2019 Q1 · 72019 Q2 · 82019 Q3 · 82019 Q4 · 82020 Q1 · 82020 Q2 · 52020 Q3 · 42020 Q4 · 72021 Q1 · 72021 Q2 · 92021 Q3 · 92021 Q4 · 82022 Q1 · 82022 Q2 · 62022 Q3 · 92022 Q4 · 82023 Q1 · 112023 Q2 · 82023 Q3 · 82023 Q4 · 72024 Q1 · 72024 Q2 · 122024 Q3 · 72024 Q4 · 102025 Q1 · 112025 Q2 · 112025 Q3 · 92025 Q4 · 122026 Q1 · 82026 Q2 · 12
19 Q122 Q326 Q2

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

Jun '24Dec '24Jun '25Mar '26
Unitedhealthcare 57%Optum Rx 24%Optum Health 16%Optum Insight 3%

ETFs holding UnitedHealth Group

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLVState Street(R) Health Care Select Sector SPDR(R) ETF
6.57%
SCHDSchwab U.S. Dividend Equity ETF
5.09%
DIA
4.59%
VTVVANGUARD VALUE INDEX FUND
1.41%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
1.40%
VOOVANGUARD 500 INDEX FUND
0.59%
SPY
0.59%
IVViShares Core S&P 500 ETF
0.58%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.52%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.52%
JEPIJPMorgan Equity Premium Income ETF
0.40%
RSPInvesco S&P 500 Equal Weight ETF
0.25%

UNH on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full UNH analysis →

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.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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