# UnitedHealth Group, Inc. (UNH) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 91324P102
Page URL: https://superinvestorclub.com/stock/UNH
Last updated: 2026-08-29T13:48:49.566Z

## Summary

As of the most recent 13F filing period, UnitedHealth Group, Inc. (UNH) is held by 20 tracked superinvestors with an aggregate position value of $7.88B representing 09072258577302612746507055545599514377733996002974521717688744784728330582314023000619754054089859683499 shares.

## Top institutional holders (20)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 9072258 | $3.77B | 1.97% | 2026-06-30 |
| 2 | [Boykin Curry](https://superinvestorclub.com/manager/3282) | Eagle Capital Management | 5773026 | $2.40B | 7.33% | 2026-06-30 |
| 3 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 1274650 | $529.8M | 2.28% | 2026-06-30 |
| 4 | [Sequoia Fund](https://superinvestorclub.com/manager/14) | Ruane, Cunniff & Goldfarb | 705554 | $293.2M | 4.56% | 2026-06-30 |
| 5 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 559951 | $232.7M | 2.14% | 2026-06-30 |
| 6 | [Samantha McLemore](https://superinvestorclub.com/manager/294) | Patient Capital Management | 437773 | $182.0M | 5.96% | 2026-06-30 |
| 7 | [Duan Yongping](https://superinvestorclub.com/manager/3222) | H&H International Investment | 399600 | $166.1M | 0.87% | 2026-06-30 |
| 8 | [Chase Coleman](https://superinvestorclub.com/manager/20) | Tiger Global Management | 297452 | $123.6M | 0.52% | 2026-06-30 |
| 9 | [Donald Yacktman](https://superinvestorclub.com/manager/13) | Yacktman Asset Management | 171768 | $71.4M | 0.88% | 2026-06-30 |
| 10 | [Sarah Ketterer](https://superinvestorclub.com/manager/293) | Causeway Capital Management | 87447 | $36.3M | 0.39% | 2026-06-30 |
| 11 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 84728 | $35.2M | 0.03% | 2026-06-30 |
| 12 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 33058 | $13.7M | 0.37% | 2026-06-30 |
| 13 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 23140 | $9.6M | 0.39% | 2026-06-30 |
| 14 | [Robert Olstein](https://superinvestorclub.com/manager/80) | Olstein Capital Management | 23000 | $6.2M | 1.36% | 2026-03-31 |
| 15 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 6197 | $2.6M | 0.01% | 2026-06-30 |
| 16 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 5405 | $2.2M | 1.63% | 2026-06-30 |
| 17 | [Tweedy Browne](https://superinvestorclub.com/manager/18) | Tweedy Browne Company | 4089 | $1.7M | 0.13% | 2026-06-30 |
| 18 | [Jensen Investment Management](https://superinvestorclub.com/manager/93) | Jensen Investment Management | 859 | $357,026 | 0.01% | 2026-06-30 |
| 19 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 683 | $283,875 | 0.04% | 2026-06-30 |
| 20 | [Glenn Greenberg](https://superinvestorclub.com/manager/36) | Brave Warrior Advisors | 499 | $207,399 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 3 holders, $963.9M aggregate, 018766508662142149 shares
- 2023-09-30: 6 holders, $1.05B aggregate, 018274601136848605842149189731076 shares
- 2023-12-31: 7 holders, $2.87B aggregate, 0340619217865271083318439438822188481330 shares
- 2024-03-31: 14 holders, $4.19B aggregate, 039460051605629136120710278632000008985387804601933868024983161001280616610 shares
- 2024-06-30: 17 holders, $6.08B aggregate, 039214452347600229295798382694431744179541138118500097435902938774558920248862081416500610420 shares
- 2024-09-30: 15 holders, $4.78B aggregate, 023654002290158966315891662821880412174174500856695803551132245232406412000499486 shares
- 2024-12-31: 19 holders, $5.54B aggregate, 04093228229911119004578684078379964388001745007897655384511154004131032267142181817411152002364499436 shares
- 2025-03-31: 20 holders, $6.95B aggregate, 04020368269762621378061037575906654822168607378438800175000146918759024851939619309022801421798173841400010302499 shares
- 2025-06-30: 24 holders, $8.71B aggregate, 0875056053716205039564245000016933471132885105716076343943880035000022615319193212900011333749337358933142326500250002000010406617414991095 shares
- 2025-09-30: 23 holders, $8.45B aggregate, 09505636541451250395641139303106994775822343880037136320350017458811421164603571063928730399265001650081814373213714831414745 shares
- 2025-12-31: 24 holders, $8.39B aggregate, 0917276957004465039564127340011972738305357459994202053682932000001675501111475915339068311282650015000768161703941245914141197721 shares
- 2026-03-31: 19 holders, $5.41B aggregate, 0946675658593251247476741083728407601400437141350445168460112471900007186440804331452300018700740536671491 shares

## Recent congressional trades (50)

- 2026-07-30: Richard Dean Dr McCormick (R-GA) sale $1,001 - $15,000
- 2026-07-10: Dan Newhouse (Republican-WA) sale $1,001 - $15,000
- 2026-06-12: Richard Dean Dr McCormick (R-GA) sale $1,001 - $15,000
- 2026-06-04: Maria Elvira Salazar (Republican-FL) sale $1,001 - $15,000
- 2026-04-22: Maria Elvira Salazar (Republican-FL) purchase $1,001 - $15,000
- 2026-04-14: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-03-19: Richard Dean Dr McCormick (R-GA) purchase $1,001 - $15,000
- 2026-03-13: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-02-10: Gilbert Cisneros (D-CA) sale $15,001 - $50,000
- 2026-02-05: Josh Gottheimer (Democrat-NJ) purchase $1,001 - $15,000
- 2025-12-23: Kevin Hern (Republican-OK) sale $250,001 - $500,000
- 2025-12-23: Kevin Hern (Republican-OK) sale $250,001 - $500,000
- 2025-12-19: Gilbert Cisneros (D-CA) purchase $15,001 - $50,000
- 2025-12-19: Gil Cisneros (Democrat-CA) purchase $15,001 - $50,000
- 2025-12-18: Julie Johnson (Democrat-TX) sale $1,001 - $15,000

## Recent insider transactions (43)

- 2026-08-21: Conway Patrick Hugh (Chief Executive Officer, Optum) — Sell 1169 shares worth $455,910
- 2026-08-11: Stankiewicz Dennis Andrew (Chief Accounting Officer) — Tax Payment 233 shares worth $93,710
- 2026-08-05: Conway Patrick Hugh (Chief Executive Officer, Optum) — Sell 500 shares worth $205,000
- 2026-07-01: GARCIA PAUL R — Grant
- 2026-07-01: Gil Kristen — Grant
- 2026-07-01: Gottlieb Scott — Grant
- 2026-07-01: MCNABB FREDERICK WILLIAM III — Grant
- 2026-07-01: Noseworthy John H — Grant
- 2026-07-01: MONTGOMERY RICE VALERIE MD — Grant
- 2026-07-01: Baker Charles D. — Grant
- 2026-07-01: FLYNN TIMOTHY PATRICK — Grant
- 2026-06-23: DeVeydt Wayne S (Chief Financial Officer) — Grant
- 2026-06-23: McSweeney Erin (EVP & Chief People Officer) — Grant 48 shares
- 2026-06-23: Noseworthy John H — Grant
- 2026-06-23: GARCIA PAUL R — Grant

## Citation

When citing, use: "UnitedHealth Group, Inc. (UNH) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/UNH), aggregating SEC 13F, Form 4, and congressional disclosures."