Follow-The-Filings

Security

UNH

Unitedhealth Group Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

36 owners 4 new 7 exits max 6.6% (Vulcan Value Partners, LLC)

grid → activity → earnings →
owners 36
rank #14
master % 0.30%
max % 6.6%
tracked value $48B
qoq N 4 A 16 R 13 E 7

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Vulcan Value Partners, LLC 2026 Q1 6.6% Reduce -0.02 pp 912,674 $247M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 4.3% Add -0.37 pp 437,141 $118M hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 3.3% Reduce -0.58 pp 728,407 $197M hist
Farallon Capital Management LLC 2026 Q1 2.8% Add +0.32 pp 1,821,706 $493M hist
Mairs & Power Inc. 2026 Q1 2.1% Reduce -0.59 pp 741,083 $201M hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 1.9% Reduce -0.36 pp 5,964,685 $1.6B hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 1.8% Add -0.18 pp 28,888 $7.8B hist
Christopher Davis - Davis Selected Advisers 2026 Q1 1.6% Reduce -0.34 pp 1,247,476 $338M hist
Dodge & Cox 2026 Q1 1.4% Add -0.23 pp 9,466,756 $2.6B hist
Hillman Capital Management, Inc. 2026 Q1 1.4% Reduce -0.20 pp 7,405 $2B hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.4% Exit -1.36 pp 23,000 $6M hist
Duan Yongping - H&H International Investment, LLC 2026 Q1 0.8% New 0.8% 601,400 $163M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.6% Add -0.17 pp 168,460 $46M hist
Renaissance Technologies LLC 2026 Q1 0.5% Add +0.08 pp 1,158,428 $313M hist
Vanguard Group Inc. 2025 Q4 stale 0.4% Add -0.03 pp 91,600,260 $30.2B hist
Senator Investment Group LP 2026 Q1 0.4% Reduce -0.56 pp 35,000 $9M hist
Chase Coleman - Tiger Global Management LLC 2026 Q1 0.4% Reduce -0.05 pp 350,445 $95M hist
David Tepper - Appaloosa LP 2026 Q1 0.4% Reduce -0.54 pp 90,000 $24M hist
Sarah Ketterer - Causeway Capital Management LLC 2026 Q1 0.2% New 0.2% 71,864 $19M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.08 pp 618,220 $167M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.02 pp 1,167,220 $316M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.2% Add -0.02 pp 64,993 $18M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add -0.03 pp 1,356,610 $367M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Reduce -0.05 pp 419,489 $114M hist
Ancora Advisors LLC 2026 Q1 0.1% Add -0.02 pp 21,764 $6M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.01 pp 3,667 $992 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Reduce -0.08 pp 1,542,330 $417M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 86,138 $23M hist
Davidson Kempner Capital Management LP 2026 Q1 0.1% New 0.1% 18,700 $5M hist
Torray Investment Partners LLC 2026 Q2 stale 0.0% New 0.0% 683 $284 hist
Kentucky Trust Co. 2026 Q2 stale 0.0% Add +0.01 pp 92 $38M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 40,804 $11M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 24,291 $8M hist
Jensen Investment Management Inc. 2026 Q1 0.0% Reduce -0.01 pp 1,491 $403 hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.0% Add 0.00 pp 1,232 $333 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Add 0.00 pp 1,695 $459 hist
Eminence Capital, LP exited 2026 Q1 last 2025 Q4 2.0% Exit -1.97 pp 378,260 $125M hist
Michael Burry - Scion Asset Management, LLC exited 2025 Q3 last 2025 Q2 1.1% Exit -1.08 pp 20,000 $6M hist
Andreas Halvorsen - Viking Global Investors LP exited 2026 Q1 last 2025 Q4 1.1% Exit -1.05 pp 1,197,273 $395M hist
Warren Buffett - Berkshire Hathaway Inc. exited 2026 Q1 last 2025 Q4 0.6% Exit -0.61 pp 5,039,564 $1.7B hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 6,170 $2M hist
Bill Nygren / Oakmark - Harris Associates L P exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,414 $467 hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,197 $395 hist

36 current · 7 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
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Updated 23 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $371.62B $400.28B $447.57B
Gross profit * $332.85B $353.58B $396.91B
Gross margin * 89.6% 88.3% 88.7%
Net income $22.38B $14.4B $12.06B
Net margin * 6.0% 3.6% 2.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $78.44B $85.78B $90.58B
Total non-current assets * $195.28B $212.5B $219B
Total assets $273.72B $298.28B $309.58B
Total current liabilities $99.05B $103.77B $114.9B
Total non-current liabilities * $75.75B $91.92B $92.99B
Total equity — — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $29.07B $24.2B $19.7B
Cash from investing -$15.57B -$20.53B -$8.68B
Cash from financing -$11.53B -$3.51B -$11.64B
Net change in cash $2.06B -$115M -$947M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders