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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 24 tracked institutions holding UNH, 16 have a 3-year clone track record — 12 of them beat the S&P. Average holder's clone alpha: +4.9pt. It's a gauge of who owns the name, not just how many.
Among the 24 tracked institutional investors we monitor, UNH (UNITEDHEALTH GROUP INC) is held with a combined value of $119.40B across 306,116,208 shares. The largest holder is BlackRock, Inc. with a position worth $31.95B (0.48% of their portfolio). 2 funds opened new positions in the most recent quarter. 12 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$119.40B
Total Shares Held
306,116,208
Institutional Holders
24
% of Shares Outstanding
34.1%
of 897.59M shares · SEC 2026-07-31
Days to Cover
3.8+2.5%
15.46M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 34.1% of UNH's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
3
$944.91K
Total Transactions
3
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Patrick Hugh Conway | S | Sale | 1,169 | $455.91K |
| Aug 5, 2026 | Patrick Hugh Conway | S | Sale | 500 | $205.00K |
| Apr 23, 2026 | Patrick Hugh Conway | S | Sale | 800 | $284.00K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $31.95B | 0.48% | +4.6% |
| 2 | VANGUARD GROUP INC | $30.24B | 0.44% | +1.1% |
| 3 | STATE STREET CORP | $18.97B | 0.56% | +0.7% |
| 4 | FMR LLC | $11.63B | 0.51% | +132.9% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $9.62B | 0.96% | +10.9% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $4.44B | 0.76% | +5.8% |
| 7 | Capital Research Global Investors | $4.38B | 0.61% | -38.4% |
| 8 | Fisher Asset Management, LLC | $3.77B | 1.12% | +73.4% |
| 9 | Grantham, Mayo, Van Otterloo & Co. LLC | $1.17B | 2.65% | -10.6% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $729.08M | 0.25% | +79.8% |
| Description | Amount |
|---|---|
SEPHIENCE (SEPIAPTERIN) ORAL POWDER | $58K |
CHEMOCOMPOUNDING FOR TOMS RIVER | $114K |
CONTINGENCY CHEMOTHERAPY COMPOUNDING SERVICES | $60K |
CHEMOTHERAPY COMPOUNDED DRUG NP |
SEC Schedule 13D (activist) and 13G (passive) filings for UNH. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Richard Dean McCormick | Sell | Jul 30, 2026 |
| Dan Newhouse | Sell | Jul 10, 2026 |
| Richard Dean McCormick | Sell | Jun 12, 2026 |
| Maria Elvira Salazar | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UNH with a position worth $31.95B, representing 0.48% of their portfolio. In total, 24 institutional investors hold UNH with a combined value of $119.40B.
In the most recent quarter, 2 funds opened a new position in UNH. Additionally, 12 increased their holdings and 10 reduced their positions.
Institutional investors hold $119.40B worth of UNH stock across 24 positions. The largest institutional holder is BlackRock, Inc. with $31.95B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UNH, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UNH positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Department of Veterans Affairs
| $50K |
SEPHIENCE (SEPIAPTERIN) MEDS | $58K |
R3 EXPRESS REPORT: 3RD QTR FY 2026 JUNE | $962.2M |
EXPRESS REPORT: 3RD QTR FY 2026 JUNE | $706.2M |
EXPRESS REPORT: 3RD QTR FY 2026 JUNE | $668.0M |
EXPRESS REPORT: 3RD QTR FY 2026 MAY | $673.6M |
EXPRESS REPORT: 3RD QTR FY 2026 MAY | $918.5M |
EXPRESS REPORT: R1 FY26 3RD QTR MAY | $620.6M |
EXPRESS REPORT: 3RD QTR FY 2026 APRIL | $919.0M |
EXPRESS REPORT: R1 FY26 3RD QTR APRIL | $627.7M |
EXPRESS REPORT: R2 3RD QTR FY2026 APRIL | $671.5M |
EXPRESS REPORT: 2ND QTR FY2026 MARCH | $728.0M |
EXPRESS REPORT: R1 2ND QTR MARCH | $654.6M |
EXPRESS REPORT: 2ND QTR FY2026 MARCH | $988.2M |
PHARMACY COMPOUNDING SERVICES - THREE MONTHS EXTENSION | — |
URGENT PROCUREMENT FOR CHEMOTHERAPY COMPOUNDING PHARMACY DRUGS VIA PRICE LIST | $156K |
EXPRESS REPORT: 2ND QTR FY 2026 FEB | $848.8M |
Source: USASpending.gov · Federal contract awards for UNH
| Jun 4, 2026 |
| John Boozman | Buy | Jun 4, 2026 |
| Maria Elvira Salazar | Buy | Apr 22, 2026 |
| Gilbert Cisneros | Buy | Apr 14, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
Showing 8 of 97. STOCK Act disclosures lag up to 45 days.
Last Close
$393.06
2026-09-09
YTD
+16.8%
76% of 52-week range
