Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

UNH · Unitedhealth Group Inc · Form 13F filings for Q2 2026

UnitedHealth Group

16 of 76 investors hold it

Together they reported $5.2 billion of it. In Q2 2026, 3 added and 7 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

3added or opened

Glenn GreenbergNew positionTorray FundsNew positionSarah Ketterer+21.7%

7reduced or sold out

David TepperSold outThomas GaynerSold outVulcan Value Partners−92.6%Jensen Investment Management−42.4%Duan Yongping−33.6%Hillman Capital Management−27.0%Mairs & Power Funds−24.4%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Samantha McLemore6.05%$182MNo change of 20%
Christopher Davis2.28%$530MNo change of 20%
Mairs & Power Funds2.13%$233M−24.4%
Dodge & Cox Funds1.97%$3.77BNo change of 20%
Hillman Capital Management1.63%$2M−27.0%
Yacktman Asset Management0.88%$71MNo change of 20%
Duan Yongping0.87%$166M−33.6%
Vulcan Value Partners0.85%$28M−92.6%
Chase Coleman0.52%$124MNo change of 20%
Sarah Ketterer0.39%$36M+21.7%
Tweedy Browne0.13%$2MNo change of 20%
Joel Greenblatt0.08%$36MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

18Q3 ’24
20Q4 ’24
18Q1 ’25
21Q2 ’25
21Q3 ’25
21Q4 ’25
17Q1 ’26
16Q2 ’26

Where to next

Dodge & Cox FundsLargest holder by dollars: $3.77B →Samantha McLemoreHighest conviction: 6.05% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 91324P102 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing