UNITEDHEALTH GROUP INC, looked up backwards: the 13F managers we track, every institution that filed a 13F, and the funds whose portfolios we scan, each from its own SEC filing. A 13F describes the quarter it names and is due 45 days after that quarter ends, so these holdings are at least six weeks old the day they become public. What filers reported, not a recommendation.
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| Manager | Value | Shares | Of its portfolio | Quarter ended | Filed |
|---|---|---|---|---|---|
| GMO (Jeremy Grantham) | $1.17B | 2,825,022 | 2.6% | 2026-06-30 | 2026-08-13 |
| Davis Selected Advisers (Chris Davis) | $529.8M | 1,274,650 | 2.3% | 2026-06-30 | 2026-08-11 |
| Brandes Investment Partners (Charles Brandes) | $176.3M | 424,159 | 1.2% | 2026-06-30 | 2026-08-14 |
Common stock only: a fund’s puts and calls on UNH are not counted as holding it. We keep each fund’s 25 largest positions, so a manager holding UNH further down its 13F is not listed.
As of the quarter ended Jun 30, 2026. Every manager with $100 million or more in 13F securities (mostly US-listed stocks) files a 13F within 45 days of the quarter’s end; the counts compare each filer with its own filing the quarter before. Provisional: late filers for this quarter arrive in the SEC’s next file, so these counts can still rise.
| Security | Holders | Quarter before | Added | Cut | Unchanged | New | Exited |
|---|---|---|---|---|---|---|---|
| COM CUSIP 91324P102 | 3,373 | 3,046 | 1,307 | 1,258 | 283 | 525 | 198 |
Counted from the SEC’s Form 13F data sets, stock positions only (options and bonds excluded), with amendments applied. We count filers, never shares: a parent and its subsidiary can both report the same position, so a summed share total, or a “percent owned by institutions”, would overstate. What filers reported, not a signal to trade.
Every registered fund files its complete portfolio with the SEC. These weights come from those filings, so each one carries the period it describes. Holdings are quarterly and filed in arrears — the figures below are as of 2026-06-30 to 2026-08-31, not today.
| Fund | Weight | As of |
|---|---|---|
| XLV Health Care Select Sector SPDR | 6.57% | 2026-06-30 |
| DIA SPDR Dow Jones Industrial Average ETF | 4.69% | 2026-07-31 |
| SCHD Schwab US Dividend Equity ETF | 3.82% | 2026-08-31 |
| DGRO iShares Core Dividend Growth ETF | 1.76% | 2026-07-31 |
| VIG Vanguard Dividend Appreciation ETF | 1.63% | 2026-07-31 |
| VYM Vanguard High Dividend Yield ETF | 1.52% | 2026-07-31 |
| VTV Vanguard Value ETF | 1.41% | 2026-06-30 |
| VOO Vanguard S&P 500 ETF | 0.59% | 2026-06-30 |
| SPY SPDR S&P 500 ETF Trust | 0.59% | 2026-06-30 |
| IVV iShares Core S&P 500 ETF | 0.58% | 2026-06-30 |
| VTI Vanguard Total Stock Market ETF | 0.52% | 2026-06-30 |
| ITOT iShares Core S&P Total US Stock Market ETF | 0.52% | 2026-06-30 |
| JEPI JPMorgan Equity Premium Income ETF | 0.40% | 2026-06-30 |
| RSP Invesco S&P 500 Equal Weight ETF | 0.20% | 2026-07-31 |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 0.15% | 2026-06-30 |
Drawn from 38 large US equity funds we scan, not every fund in existence, so a missing fund means we do not scan it rather than that it holds none. Holdings are joined to tickers by issuer name, which does not resolve every position; what that misses is published.