13F

Stock

Unitedhealth Group Inc

UNH · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$4.32B

Holders

23

+1 new · −1 exited

Holders’ est. mark

$84.3M

Price effect on 20 books still in the name

Largest holder

$2B

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Holder count by quarter

Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3.93M$2B$21.4MAdded$1.28B
BARCLAYS PLC3.17M$1.61B$46.1MCut−$313.6M
DANSKE BANK A/S640.6K$326.2M$9.33MCut−$26.5M
Marex Group plc199.3K$101.5M$1.85MAdded$38.5M
Swiss Life Asset Management Ltd183.3K$93.4M$2.67MAdded$1.3M
Danica Pension, Livsforsikringsaktieselskab85.5K$43.5M$957.2KAdded$11M
AEGON ASSET MANAGEMENT UK Plc83.6K$42.6M$129.1KAdded$38.3M
National Philanthropic Trust73.5K$37.4M$1.07MAdded$847.9K
Employees Provident Fund Board40K$20.4M—New
ELEVATION POINT WEALTH PARTNERS, LLC20.3K$10.3M$234.6KAdded$2.39M
Kentucky Farm Bureau Mutual Insurance Co13K$6.62M$189.3KAdded$189.3K
Saranac Partners Ltd11.3K$5.73M$163.8KAdded$101K
FLAGSHIP HARBOR ADVISORS, LLC6.83K$3.48M—Held
Finivi Inc.4.87K$2.48M$70.2KAdded$90.1K
Prestige Wealth Management Group LLC4.11K$2.09M—Held
Leonteq Securities AG3.69K$1.88M$53.8KCut−$1.06M
Altrafin AG1.87K$952.3K$26.7KAdded$44.5K
BROADWATER CAPITAL MANAGEMENT LLC1.75K$893.2K$25.5KAdded$25.5K
American State Bank (Iowa)1.38K$700.2K$18.8KAdded$60.1K
Emergent Wealth Advisors, LLC727$372.5K$13KCut−$31K
Peak Planning Group, LLC613$312.4K$6.05KAdded$110.5K
Ransom Advisory, Ltd457$232.7K$2.87KAdded$135.3K
CHESAPEAKE ASSET MANAGEMENT LLC24$12.6K$411Added$411

Who left

Positions as of Q2 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.