Follow-The-Filings

Security · featured owners

UNH Unitedhealth Group Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 27 Owners
  • #13
  • Max 6.0%
  • Master 0.50%
  • $8.6B
  • 4 new 10 add 12 reduce 3 exits

UNH (Unitedhealth Group Inc.) is held in 27 featured 13F books as of 2026 Q2. Samantha Mclemore - Patient Capital Management is the largest tracked holder by portfolio weight (6.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.0% (Samantha Mclemore - Patient Capital Management) · not free-float ownership

  1. Samantha Mclemore add 6.0%
  2. Ruane, Cunniff & Goldfarb reduce 4.6%
  3. Senator Investment Group add 2.8%
  4. Lewis Sanders reduce 2.5%
  5. Farallon Capital Management reduce 2.4%
  6. Arnold Van Den Berg reduce 2.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 2.0% Reduce −4.2% 9,072,258 $3.8B history
Lewis Sanders - Sanders Capital 2026 Q2 2.5% Reduce −1.1% 5,898,634 $2.5B history
Christopher Davis - Davis Selected Advisers 2026 Q2 2.3% Add +2.2% 1,274,650 $530M history
Farallon Capital Management 2026 Q2 2.4% Reduce −30.3% 1,270,532 $528M history
Ruane, Cunniff & Goldfarb 2026 Q2 4.6% Reduce −3.1% 705,554 $293M history
Mairs & Power 2026 Q2 2.1% Reduce −24.4% 559,951 $233M history
Samantha Mclemore - Patient Capital Management 2026 Q2 6.0% Add +0.1% 437,773 $182M history
Duan Yongping - H&H International Investment 2026 Q2 0.87% Reduce −33.6% 399,600 $166M history
Chase Coleman - Tiger Global Management 2026 Q2 0.52% Reduce −15.1% 297,452 $124M history
Senator Investment Group 2026 Q2 2.8% Add +433.4% 186,677 $78M history
Don Yacktman - Yacktman Asset Management 2026 Q2 0.88% Add +2.0% 171,768 $71M history
Davidson Kempner Capital Management 2026 Q2 0.50% Add +442.1% 101,373 $42M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 0.39% Add +21.7% 87,447 $36M history
Vulcan Value Partners 2026 Q2 0.85% Reduce −92.6% 67,309 $28M history
First Eagle Investment Management 2026 Q2 0.03% Add +3.8% 42,364 $18M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 2.4% Reduce −4.2% 27,680 $12M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.01% New 0.01% 10,059 $4M history
Hillman Capital Management 2026 Q2 1.6% Reduce −27.0% 5,405 $2M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.76% Hold 5,280 $2M history
Tweedy, Browne Co. 2026 Q2 0.13% Add +11.5% 4,089 $2M history
George Soros - Soros Fund Management 2026 Q2 0.02% Reduce −94.0% 3,885 $2M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Add +2.9% 1,745 $725K history
Steven Check - Check Capital Management 2026 Q2 0.01% New 0.01% 1,122 $466K history
Jensen Investment Management 2026 Q2 0.01% Reduce −42.4% 859 $357K history
Torray Investment Partners 2026 Q2 0.04% New 0.04% 683 $284K history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 <0.01% New <0.01% 499 $207K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.02% Add +2.2% 92 $38K history
David Tepper - Appaloosa exited 2026 Q2 last 2026 Q1 0.41% Exit −0.41% 90,000 $24M history
Thomas Gayner - Markel Group exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04% 18,700 $5M history
David Witzke - Avidity Partners Management exited 2026 Q2 last 2026 Q1 0.21% Exit −0.21% 3,800 $1M history

27 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc
8-K 7.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 1, 2026 · 8 forms Filing Doc
4 Period Jun 23, 2026 · 13 forms Filing Doc

Updated 5 days 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

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 -$0.115B -$0.947B

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