← Dashboard
Stock
UNH
UnitedHealth Group IncorporatedHealth CareManaged Health CareLatest close $37610 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
10
27 funds tracked
Ever held
21
Current + past
New this quarter
0
Exited this quarter
4
Marquee-fund ownership over time
Aug 13, 2013Feb 14, 2018Nov 14, 2022May 15, 2026
Now
10
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Appaloosa | Q2 2017 | 37Q | $148 | $376 | +153% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $537 | $376 | -30% |
| Tiger Global | Q3 2024 | 7Q | $557 | $376 | -33% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
| Soros Fund Management re-entered | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $557 | $376 | -33% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Berkshire Hathaway | Q3 2025 | Q2 2026 | → $394 | +48% |
| Bridgewater Associates 8× in & out | Q1 2026 | Q2 2026 | → $394 | +35% |
| Viking Global Investors 7× in & out | Q1 2026 | Q2 2026 | → $394 | +37% |
| Lone Pine Capital 3× in & out | Q3 2025 | Q4 2025 | → $317 | +19% |
| Maverick Capital 8× in & out | Q2 2025 | Q4 2025 | → $317 | +19% |
| Scion Asset Management | Q3 2025 | Q4 2025 | → $329 | +24% |
| Coatue Management 2× in & out | Q3 2024 | Q4 2024 | → $572 | +3% |
| D1 Capital Partners 3× in & out | Q2 2024 | Q3 2024 | → $557 | +12% |
| Third Point | Q1 2021 | Q3 2023 | → $484 | +63% |
| Glenview Capital 3× in & out | Q2 2023 | Q3 2023 | → $484 | +5% |
| JANA Partners | Q4 2017 | Q1 2018 | → $200 | +8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at UNITEDHEALTH GROUP INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
3
Filings · last 90d
29
Total on file
775
Recent SEC buffer
Most recent
Jun 9, 2026
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40000731766-26-000140Jun 9, 2026
- Form 40000731766-26-000136Jun 4, 2026
- Form 40000731766-26-000134Jun 4, 2026
- Form 40000731766-26-000123Apr 27, 2026
- Form 40000731766-26-000119Apr 6, 2026
- Form 40000731766-26-000118Apr 6, 2026
- Form 40000731766-26-000117Apr 6, 2026
- Form 40000731766-26-000116Apr 6, 2026
- Form 40000731766-26-000115Apr 6, 2026
- Form 40000731766-26-000114Apr 6, 2026
- Form 40000731766-26-000113Apr 6, 2026
- Form 40000731766-26-000112Apr 6, 2026
- Form 40000731766-26-000111Apr 6, 2026
- Form 40000731766-26-000101Mar 19, 2026
- Form 40000731766-26-000100Mar 19, 2026
Showing 15 of 775 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · UnitedHealth Group IncorporatedAnnual figures sourced directly from UnitedHealth Group Incorporated's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$447.57B
FY2025+12% YoY
Net income
$12.06B
FY2025-16% YoY
EPS (diluted)
$13.23
FY2025-15% YoY
Free cash flow(?)
$16.08B
FY2025-22% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for UNITEDHEALTH GROUP INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 8-KMaterial eventMay 11, 2026
- 10-QQuarterly reportMay 5, 2026
- DEF 14AFORM DEF 14AApr 21, 2026
- 8-KMaterial eventApr 21, 2026
- 8-KMaterial eventMar 9, 2026
- 8-KMaterial eventMar 2, 2026
- 10-KAnnual reportMar 2, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventJan 27, 2026
- 8-KMaterial eventJan 12, 2026
- 8-KMaterial eventNov 21, 2025
- 8-KMaterial eventNov 13, 2025
- 8-KMaterial eventNov 7, 2025
- 10-QQuarterly reportOct 28, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Viking Global Investors | Q1 2026 | Q2 2026 | $287 | $394 | +37% |
| Point72 Asset Management | Q1 2026 | open | $287 | $391 | +36% |
| Bridgewater Associates | Q1 2026 | Q2 2026 | $291 | $394 | +35% |
| Berkshire Hathaway | Q3 2025 | Q2 2026 | $266 | $394 | +48% |
| Lone Pine Capital | Q3 2025 | Q4 2025 | $266 | $317 | +19% |
| Scion Asset Management | Q3 2025 | Q4 2025 | $266 | $329 | +24% |
| Renaissance Technologies | Q3 2025 | open | $266 | $391 | +47% |
| Maverick Capital | Q2 2025 | Q4 2025 | $267 | $317 | +19% |
| Soros Fund Management | Q1 2025 | open | $507 | $391 | -23% |
| Viking Global Investors | Q1 2025 | Q3 2025 | $507 | $266 | -48% |
| Point72 Asset Management | Q1 2025 | Q4 2025 | $507 | $317 | -37% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $514 | $300 | -42% |
| Tiger Global | Q3 2024 | open | $557 | $376 | -33% |
| Citadel Advisors | Q3 2024 | open | $557 | $391 | -30% |
| Soros Fund Management | Q3 2024 | Q4 2024 | $557 | $572 | +3% |
| Two Sigma Investments | Q3 2024 | open | $557 | $391 | -30% |
| Lone Pine Capital | Q3 2024 | Q1 2025 | $557 | $507 | -9% |
| Coatue Management | Q3 2024 | Q4 2024 | $557 | $572 | +3% |
| D.E. Shaw | Q3 2024 | open | $557 | $391 | -30% |
| AQR Capital Management | Q3 2024 | open | $557 | $391 | -30% |
| Millennium Management | Q3 2024 | open | $557 | $391 | -30% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $557 | $572 | +3% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $537 | $585 | +9% |
| D1 Capital Partners | Q2 2024 | Q3 2024 | $495 | $557 | +12% |
| Maverick Capital | Q2 2024 | Q3 2024 | $495 | $557 | +12% |
| Coatue Management | Q2 2023 | Q2 2024 | $459 | $495 | +8% |
| D1 Capital Partners | Q2 2023 | Q4 2023 | $459 | $514 | +12% |
| Glenview Capital | Q2 2023 | Q3 2023 | $459 | $484 | +5% |
| Viking Global Investors | Q4 2022 | Q4 2024 | $481 | $572 | +19% |
| Maverick Capital | Q4 2022 | Q1 2024 | $481 | $493 | +2% |
| Viking Global Investors | Q2 2022 | Q3 2022 | $455 | $508 | +12% |
| Third Point | Q1 2021 | Q3 2023 | $297 | $484 | +63% |
| Viking Global Investors | Q1 2021 | Q1 2022 | $297 | $440 | +48% |
| D1 Capital Partners | Q2 2020 | Q3 2020 | $263 | $294 | +12% |
| Bridgewater Associates | Q2 2020 | Q3 2020 | $263 | $292 | +11% |
| Maverick Capital | Q1 2020 | Q4 2021 | $269 | $417 | +55% |
| Viking Global Investors | Q1 2020 | Q2 2020 | $272 | $251 | -8% |
| Glenview Capital | Q3 2019 | Q4 2020 | $217 | $325 | +50% |
| Bridgewater Associates | Q2 2019 | Q1 2020 | $210 | $272 | +29% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $210 | $229 | +9% |
| JANA Partners | Q4 2017 | Q1 2018 | $184 | $200 | +8% |
| Lone Pine Capital | Q3 2017 | Q2 2024 | $168 | $495 | +195% |
| Maverick Capital | Q3 2017 | Q1 2019 | $168 | $235 | +40% |
| Appaloosa | Q2 2017 | open | $148 | $391 | +164% |
| Viking Global Investors | Q1 2017 | Q4 2019 | $140 | $227 | +62% |
| Bridgewater Associates | Q1 2017 | Q1 2018 | $138 | $198 | +43% |
| Bridgewater Associates | Q2 2016 | Q4 2016 | $110 | $122 | +11% |
| Maverick Capital | Q1 2016 | Q4 2016 | $97 | $130 | +34% |
| Maverick Capital | Q2 2015 | Q4 2015 | $100 | $96 | -4% |
| Glenview Capital | Q2 2014 | Q3 2014 | $63 | $68 | +7% |
| Bridgewater Associates | Q2 2014 | Q1 2016 | $63 | $94 | +48% |
| Maverick Capital | Q3 2013 | Q1 2014 | $59 | $60 | +2% |
| Bridgewater Associates | Q3 2013 | Q1 2014 | $60 | $57 | -4% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.