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UNH

Unitedhealth Group Inc

17 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

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Who reports owning UNH?

Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.

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Showing 5 of 17

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Customers pay monthly premiums for health benefit plans; UnitedHealth assumes the medical and administrative cost risk. Its businesses also use data, analytics and pharmacy-care capabilities to improve health-system performance.

Question to investigate: Can the company price, estimate and manage medical costs accurately enough in risk-based arrangements for those products to remain profitable?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

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Filing dates and original SEC sources

A material reported change · Q2 2026

Joel Greenblatt reduced reported UNH shares by 31.0%.

Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.3% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

Read the SEC filing ↗See the change in context →

Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

  1. Q2 2026

    filed Sep 2, 2026

    64d lag

    TRIM-31.0%

    Joel Greenblatt · 0.3% of reported portfolio

    Original SEC filing ↗

    -6.5% vs SPY

    21 sessions after disclosure

    direction supported so far

  2. Q2 2026

    filed Aug 14, 2026

    45d lag

    TRIM-24.4%

    Mairs & Power Funds · 2.0% of reported portfolio

    Original SEC filing ↗

    -5.3% vs SPY

    34 sessions after disclosure

    direction supported so far

  3. Q2 2026

    filed Aug 14, 2026

    45d lag

    TRIM-27.0%

    Hillman Capital Management · 1.4% of reported portfolio

    Original SEC filing ↗

    -5.3% vs SPY

    34 sessions after disclosure

    direction supported so far

  4. Q2 2026

    filed Aug 14, 2026

    45d lag

    TRIM-33.6%

    Duan Yongping · 0.8% of reported portfolio

    Original SEC filing ↗

    -5.3% vs SPY

    34 sessions after disclosure

    direction supported so far

  5. Q2 2026

    filed Aug 10, 2026

    41d lag

    TRIM-92.6%

    Vulcan Value Partners · 6.5% of reported portfolio

    Original SEC filing ↗

    -7.1% vs SPY

    38 sessions after disclosure

    direction supported so far

  6. Q2 2026

    filed Jul 7, 2026

    7d lag

    EXITEXIT

    Robert Olstein · 1.4% of reported portfolio

    Original SEC filing ↗

    -15.6% vs SPY

    62 sessions after disclosure

    direction supported so far

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Long US 13F disclosures omit shorts and can be amended. CUSIP 91324P102. No current price, valuation or manager motive is inferred.