UNH Institutional Ownership

UNITEDHEALTH GROUP INC

Latest stored close $379.30 as of Oct 9, 2026 View live quote ↗

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STOCKNODE Outlook

Neutral

48/100 5 tracked · 3 comparable

Latest filing Aug 7, 2026

Positive breadth 2 positive · 3 negative

Recent close $379.30

Research confidence Medium

Institutional Research 33/100 · 0 accumulating · 3 reducing / exited

Ownership history

Reported ownership % history

Latest filing Aug 7, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview

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Accumulating0

Newly reported2

Reducing / exited 3

52-week position —

Institutional Intelligence

Why STOCKNODE says Neutral

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

6 evidence layers available

STOCKNODE Outlook

Neutral 48/100

Confidence:Medium

Why this signal

0 tracked institutions accumulating versus 3 reducing/exited.
Latest comparable Form 13F activity is net positive across tracked managers.
Comparable SEC fundamentals are improving.

STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.

Institutional

45/100

Insiders

42/100

Fundamentals

63/100

Events

50/100

Cross-institution positioning

Aug 7, 2026

Reduction leaning. 2 reducing, 1 exited across 3 comparable institutions.

Source: Schedule 13 research

Quarterly 13F activity

Jun 30, 2026

2 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings

Insider filing activity

Oct 1, 2026

Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.

Source: SEC Forms 3/4/5

Material company events

Sep 8, 2026

2 non-amendment material events in the last 90 days; Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.

Source: SEC 8-K / securities filing metadata

SEC fundamentals

Aug 10, 2026

Revenue +0.4% YoY; Net income +61.0% YoY. Periods are compared only when the SEC facts are aligned and comparable.

Source: SEC Company Facts

Price context

Sep 15, 2026

Recent close is 58% through its reported 52-week range; +8.1% over one year.

Source: Stored historical price series

Latest filing decision brief Investor / Pro

Research the latest Initial Schedule 13G from State Street.

Filed Aug 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

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Premium research values are withheld until unlocked.

Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest filing Aug 7, 2026

Browse filings How Schedule 13G works 13G vs. a trade

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing Aug 7, 2026

State Street Filed Aug 7, 2026

Direction locked

Vanguard Capital Management Filed Apr 30, 2026

Direction locked

Vanguard Group Filed Mar 27, 2026

Direction locked

BlackRock Filed Feb 6, 2024

Direction locked

Fidelity / FMR Filed Feb 9, 2024

Direction locked

Unlock the actual direction, share change, ownership change, and classification basis. No premium position values are sent in this locked preview.

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Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

State Street Filed Aug 7, 2026

Vanguard Capital Management Filed Apr 30, 2026

Vanguard Group Filed Mar 27, 2026

BlackRock Filed Feb 6, 2024

Fidelity / FMR Filed Feb 9, 2024

Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock

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SEC Forms 3, 4 & 5

Insider activity

Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.

Latest filing Oct 5, 2026

30-day purchases00 reporting owner(s)

30-day sales00 reporting owner(s)

90-day purchase breadth0

90-day sale breadth1

View recent insider filing evidence

Date	Reporting owner	Code	Security	Shares	Price	Ownership	Filed
Oct 1, 2026	FLYNN TIMOTHY PATRICK	AGrant, award, or other acquisition	Common Stock	262	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	GARCIA PAUL R	AGrant, award, or other acquisition	Common Stock	103	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	GARCIA PAUL R	AGrant, award, or other acquisition	Common Stock	155	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	Gil Kristen	AGrant, award, or other acquisition	Common Stock	240	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	Gottlieb Scott	AGrant, award, or other acquisition	Common Stock	257	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	MCNABB FREDERICK WILLIAM III	AGrant, award, or other acquisition	Common Stock	291	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	MONTGOMERY RICE VALERIE MD	AGrant, award, or other acquisition	Common Stock	257	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	Noseworthy John H	AGrant, award, or other acquisition	Common Stock	240	$0.00	Direct	Oct 5, 2026
Oct 1, 2026	Baker Charles D.	AGrant, award, or other acquisition	Common Stock	257	$0.00	Direct	Oct 5, 2026
Sep 22, 2026	McSweeney Erin	AGrant, award, or other acquisition	Common Stock	53	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	Noel Timothy John	AGrant, award, or other acquisition	Common Stock	84	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	DeVeydt Wayne S	AGrant, award, or other acquisition	Common Stock	106	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	Conway Patrick Hugh	AGrant, award, or other acquisition	Common Stock	91	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	Gil Kristen	AGrant, award, or other acquisition	Common Stock	10	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	GARCIA PAUL R	AGrant, award, or other acquisition	Common Stock	16	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	MONTGOMERY RICE VALERIE MD	AGrant, award, or other acquisition	Common Stock	47	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	HEMSLEY STEPHEN J	AGrant, award, or other acquisition	Common Stock	50	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	Zaetta Christopher R	AGrant, award, or other acquisition	Common Stock	67	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	Gottlieb Scott	AGrant, award, or other acquisition	Common Stock	5	$0.00	Direct	Sep 24, 2026
Sep 22, 2026	Noseworthy John H	AGrant, award, or other acquisition	Common Stock	46	$0.00	Direct	Sep 24, 2026

SEC company-event context

Material company events

Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.

Latest filing Sep 8, 2026

30-day material events1

90-day capital-related0

90-day equity-related0

90-day debt-related0

View recent company-event filing evidence

Filed	Form	8-K item(s)	Classification	Capital context	SEC
Sep 8, 2026	8-K	7.01	Regulation FD disclosure	—	Filing
Jul 16, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Jun 5, 2026	8-K	5.07	Shareholder vote results	—	Filing
May 11, 2026	8-K	7.01	Regulation FD disclosure	—	Filing
Apr 21, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Mar 9, 2026	8-K	7.01	Regulation FD disclosure	—	Filing
Mar 2, 2026	S-3ASR	—	Shelf securities registration	Capital-related	Filing
Mar 2, 2026	8-K	5.02	Director or executive change	—	Filing
Feb 25, 2026	8-K	5.02	Director or executive change	—	Filing
Jan 27, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Jan 12, 2026	8-K	7.01	Regulation FD disclosure	—	Filing
Nov 21, 2025	8-K	5.02	Director or executive change	—	Filing

SEC-reported company fundamentals

Fundamentals

Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.

Latest filing used Aug 10, 2026

Revenue $112.0B Q2 2026 +0.4% YoY 10-Q filed Aug 10, 2026

Operating income $8.0B Q2 2026 +55.2% YoY 10-Q filed Aug 10, 2026

Operating margin 7.1% Q2 2026 +2.5 pts YoY 10-Q filed Aug 10, 2026

Net income $5.5B Q2 2026 +61.0% YoY 10-Q filed Aug 10, 2026

Diluted EPS $6.04 Q2 2026 +61.5% YoY 10-Q filed Aug 10, 2026

Operating cash flow $20.0B YTD through Jun 30, 2026 +57.9% YoY 10-Q filed Aug 10, 2026

Free cash flow $18.4B YTD through Jun 30, 2026 +69.4% YoY 10-Q filed Aug 10, 2026

Cash & equivalents $28.6B As of Jun 30, 2026 0.0% YoY 10-Q filed Aug 10, 2026

Assets $309.7B As of Jun 30, 2026 +0.4% YoY 10-Q filed Aug 10, 2026

Liabilities $203.8B As of Jun 30, 2026 0.0% YoY 10-Q filed Aug 10, 2026

Stockholders’ equity $104.5B As of Jun 30, 2026 +4.0% YoY 10-Q filed Aug 10, 2026

Shares outstanding 897.6M As of Jul 31, 2026 -0.9% YoY 10-Q filed Aug 10, 2026

View recent revenue trend

Quarterly

Period	Revenue	YoY
Ended Jun 30, 2026	$112.0B	+0.4%
Ended Mar 31, 2026	$111.7B	+2.0%
Ended Sep 30, 2025	$113.2B	+12.2%
Ended Jun 30, 2025	$111.6B	+12.9%

Annual

Period	Revenue	YoY
Ended Dec 31, 2025	$447.6B	+11.8%
Ended Dec 31, 2024	$400.3B	+7.7%
Ended Dec 31, 2023	$371.6B	+14.6%
Ended Dec 31, 2022	$324.2B	+12.7%

Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Sep 15, 2026

Recent stored close $375.93 View live quote ↗

52-week low $255.97 Mar 27, 2026

52-week high $461.62 Jul 16, 2026

Below 52-week high 18.6%

1W return -6.2%

1M return -6.4%

3M return -8.5%

6M return +33.3%

YTD return +13.9%

1Y return +8.1%

30-day volatility 21.4%

90-day volatility 24.8%

1Y max drawdown -30.0%

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0

Increased2

Reduced0

Exited0

Unchanged0

View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager	Quarter	Activity	Shares	Prior	Change
BlackRock	Jun 30, 2026 vs Mar 31, 2026	Increased	76.9M	73.5M	+3.4M +4.6%
State Street	Jun 30, 2026 vs Mar 31, 2026	Increased	45.6M	45.3M	+301.1K +0.7%
BlackRock	Mar 31, 2026 vs Dec 31, 2025	Reduced	73.5M	74.7M	-1.3M -1.7%
Capital Research Global Investors	Mar 31, 2026 vs Dec 31, 2025	Increased	17.1M	6.3M	+10.9M +173.3%
Fidelity / FMR	Mar 31, 2026 vs Dec 31, 2025	Reduced	12.0M	12.7M	-680.0K -5.4%
Geode Capital Management	Mar 31, 2026 vs Dec 31, 2025	Increased	22.8M	21.8M	+977.1K +4.5%
Invesco	Mar 31, 2026 vs Dec 31, 2025	Increased	6.3M	5.3M	+1.0M +19.0%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2026 vs Dec 31, 2025	Exited	0	17.2M	Exited
Northern Trust	Mar 31, 2026 vs Dec 31, 2025	Reduced	8.8M	8.8M	-67.0K -0.8%
State Street	Mar 31, 2026 vs Dec 31, 2025	Increased	45.3M	45.2M	+100.0K +0.2%
T. Rowe Price T. Rowe Price Associates	Mar 31, 2026 vs Dec 31, 2025	Increased	20.9M	18.8M	+2.0M +10.9%
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2026 vs Dec 31, 2025	Increased	3.5M	2.9M	+521.0K +17.8%
BlackRock	Dec 31, 2025 vs Sep 30, 2025	Increased	74.7M	74.3M	+451.7K +0.6%
Capital Research Global Investors	Dec 31, 2025 vs Sep 30, 2025	Reduced	6.3M	13.0M	-6.8M -52.0%
Fidelity / FMR	Dec 31, 2025 vs Sep 30, 2025	Reduced	12.7M	13.7M	-991.9K -7.2%
Geode Capital Management	Dec 31, 2025 vs Sep 30, 2025	Increased	21.8M	21.8M	+5.6K +0.0%
Invesco	Dec 31, 2025 vs Sep 30, 2025	Increased	5.3M	4.3M	+996.2K +23.1%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2025 vs Sep 30, 2025	Reduced	17.2M	18.6M	-1.4M -7.3%
Northern Trust	Dec 31, 2025 vs Sep 30, 2025	Reduced	8.8M	9.1M	-262.8K -2.9%
State Street	Dec 31, 2025 vs Sep 30, 2025	Increased	45.2M	44.1M	+1.1M +2.5%
T. Rowe Price T. Rowe Price Associates	Dec 31, 2025 vs Sep 30, 2025	Increased	18.8M	18.1M	+680.1K +3.7%
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2025 vs Sep 30, 2025	Increased	2.9M	1.7M	+1.2M +72.7%
Vanguard Vanguard Group	Dec 31, 2025 vs Sep 30, 2025	Increased	91.6M	90.6M	+995.2K +1.1%
BlackRock	Sep 30, 2025 vs Jun 30, 2025	Reduced	74.3M	75.3M	-1.0M -1.4%
Capital Research Global Investors	Sep 30, 2025 vs Jun 30, 2025	Increased	13.0M	5.7M	+7.3M +126.9%
Fidelity / FMR	Sep 30, 2025 vs Jun 30, 2025	Reduced	13.7M	16.8M	-3.1M -18.5%
Geode Capital Management	Sep 30, 2025 vs Jun 30, 2025	Increased	21.8M	21.3M	+473.8K +2.2%
Invesco	Sep 30, 2025 vs Jun 30, 2025	Increased	4.3M	4.2M	+156.2K +3.8%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2025 vs Jun 30, 2025	Reduced	18.6M	20.0M	-1.4M -7.2%
Northern Trust	Sep 30, 2025 vs Jun 30, 2025	Increased	9.1M	9.0M	+144.1K +1.6%
State Street	Sep 30, 2025 vs Jun 30, 2025	Reduced	44.1M	44.9M	-814.2K -1.8%
T. Rowe Price T. Rowe Price Associates	Sep 30, 2025 vs Jun 30, 2025	Reduced	18.1M	21.9M	-3.8M -17.2%
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2025 vs Jun 30, 2025	Reduced	1.7M	2.2M	-545.4K -24.3%
Vanguard Vanguard Group	Sep 30, 2025 vs Jun 30, 2025	Reduced	90.6M	90.9M	-315.3K -0.3%
BlackRock	Jun 30, 2025 vs Mar 31, 2025	Increased	75.3M	74.3M	+1.0M +1.4%
Capital Research Global Investors	Jun 30, 2025 vs Mar 31, 2025	Reduced	5.7M	20.8M	-15.1M -72.4%
Fidelity / FMR	Jun 30, 2025 vs Mar 31, 2025	Reduced	16.8M	24.2M	-7.4M -30.6%
Geode Capital Management	Jun 30, 2025 vs Mar 31, 2025	Increased	21.3M	20.6M	+675.1K +3.3%
Invesco	Jun 30, 2025 vs Mar 31, 2025	Reduced	4.2M	6.0M	-1.8M -30.6%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2025 vs Mar 31, 2025	Reduced	20.0M	26.3M	-6.3M -24.0%
Northern Trust	Jun 30, 2025 vs Mar 31, 2025	Reduced	9.0M	9.3M	-367.0K -3.9%
State Street	Jun 30, 2025 vs Mar 31, 2025	Reduced	44.9M	45.3M	-412.0K -0.9%
T. Rowe Price T. Rowe Price Associates	Jun 30, 2025 vs Mar 31, 2025	Increased	21.9M	21.4M	+524.5K +2.5%
T. Rowe Price T. Rowe Price Investment Management	Jun 30, 2025 vs Mar 31, 2025	Reduced	2.2M	2.9M	-632.2K -22.0%
Vanguard Vanguard Group	Jun 30, 2025 vs Mar 31, 2025	Increased	90.9M	90.7M	+190.8K +0.2%
BlackRock	Mar 31, 2025 vs Dec 31, 2024	Increased	74.3M	72.0M	+2.3M +3.2%
Capital Research Global Investors	Mar 31, 2025 vs Dec 31, 2024	Increased	20.8M	18.0M	+2.9M +15.9%
Fidelity / FMR	Mar 31, 2025 vs Dec 31, 2024	Reduced	24.2M	30.1M	-5.9M -19.6%
Geode Capital Management	Mar 31, 2025 vs Dec 31, 2024	Increased	20.6M	20.0M	+680.9K +3.4%
Invesco	Mar 31, 2025 vs Dec 31, 2024	Reduced	6.0M	6.0M	-43.4K -0.7%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2025 vs Dec 31, 2024	Increased	26.3M	24.4M	+1.9M +7.6%
Northern Trust	Mar 31, 2025 vs Dec 31, 2024	Reduced	9.3M	9.5M	-171.1K -1.8%
State Street	Mar 31, 2025 vs Dec 31, 2024	Reduced	45.3M	45.6M	-254.4K -0.6%
T. Rowe Price T. Rowe Price Associates	Mar 31, 2025 vs Dec 31, 2024	Reduced	21.4M	21.4M	-8.6K 0.0%
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2025 vs Dec 31, 2024	Reduced	2.9M	4.8M	-1.9M -39.9%
Vanguard Vanguard Group	Mar 31, 2025 vs Dec 31, 2024	Increased	90.7M	85.1M	+5.6M +6.6%
BlackRock	Dec 31, 2024 vs Sep 30, 2024	Reduced	72.0M	73.6M	-1.6M -2.2%
Capital Research Global Investors	Dec 31, 2024 vs Sep 30, 2024	Reduced	18.0M	18.0M	-15.8K -0.1%
Fidelity / FMR	Dec 31, 2024 vs Sep 30, 2024	Reduced	30.1M	32.5M	-2.4M -7.3%
Geode Capital Management	Dec 31, 2024 vs Sep 30, 2024	Increased	20.0M	19.6M	+319.5K +1.6%
Invesco	Dec 31, 2024 vs Sep 30, 2024	Reduced	6.0M	6.1M	-87.4K -1.4%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2024 vs Sep 30, 2024	Reduced	24.4M	26.4M	-1.9M -7.3%
Northern Trust	Dec 31, 2024 vs Sep 30, 2024	Increased	9.5M	8.4M	+1.1M +12.5%
State Street	Dec 31, 2024 vs Sep 30, 2024	Increased	45.6M	45.5M	+52.8K +0.1%
T. Rowe Price T. Rowe Price Associates	Dec 31, 2024 vs Sep 30, 2024	Reduced	21.4M	25.0M	-3.6M -14.5%
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2024 vs Sep 30, 2024	Increased	4.8M	4.1M	+723.1K +17.8%
Vanguard Vanguard Group	Dec 31, 2024 vs Sep 30, 2024	Increased	85.1M	85.0M	+192.6K +0.2%
Capital Research Global Investors	Sep 30, 2024 vs Jun 30, 2024	Increased	18.0M	17.6M	+413.3K +2.4%
Fidelity / FMR	Sep 30, 2024 vs Jun 30, 2024	Reduced	32.5M	32.7M	-196.6K -0.6%
Geode Capital Management	Sep 30, 2024 vs Jun 30, 2024	Increased	19.6M	19.3M	+318.0K +1.6%
Invesco	Sep 30, 2024 vs Jun 30, 2024	Increased	6.1M	5.3M	+801.8K +15.1%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2024 vs Jun 30, 2024	Increased	26.4M	24.3M	+2.0M +8.2%
Northern Trust	Sep 30, 2024 vs Jun 30, 2024	Reduced	8.4M	9.0M	-597.7K -6.6%
T. Rowe Price T. Rowe Price Associates	Sep 30, 2024 vs Jun 30, 2024	Reduced	25.0M	26.0M	-997.1K -3.8%
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2024 vs Jun 30, 2024	Reduced	4.1M	4.8M	-733.4K -15.3%
Vanguard Vanguard Group	Sep 30, 2024 vs Jun 30, 2024	Increased	85.0M	83.9M	+1.0M +1.2%
BlackRock	Jun 30, 2024 vs Mar 31, 2024	Reduced	73.4M	73.7M	-241.7K -0.3%
Vanguard Vanguard Group	Jun 30, 2024 vs Mar 31, 2024	Reduced	83.9M	84.4M	-456.9K -0.5%
BlackRock	Mar 31, 2024 vs Dec 31, 2023	Increased	73.7M	72.4M	+1.3M +1.8%
BlackRock	Dec 31, 2023 vs Sep 30, 2023	Reduced	72.4M	72.9M	-550.5K -0.8%
BlackRock	Sep 30, 2023 vs Jun 30, 2023	Reduced	72.9M	74.2M	-1.2M -1.7%
BlackRock	Jun 30, 2023 vs Mar 31, 2023	Reduced	74.2M	74.9M	-769.0K -1.0%
BlackRock	Mar 31, 2023 vs Dec 31, 2022	Increased	74.9M	74.4M	+509.6K +0.7%
BlackRock	Dec 31, 2022 vs Sep 30, 2022	Increased	74.4M	71.3M	+3.1M +4.3%

Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Jun 30, 2026

Holding records 102

Manager entities 13

Report quarters 16

Amendment rows 6

View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager	Quarter	Shares	Reported value	Filed	Form
State Street	Jun 30, 2026	45.6M	$18,966,554,763.00	Aug 7, 2026	13F-HR
BlackRock	Jun 30, 2026	76.9M	$31,946,594,368.00	Aug 7, 2026	13F-HR
Fidelity / FMR	Mar 31, 2026	12.0M	$3,252,233,704.00	May 15, 2026	13F-HR
State Street	Mar 31, 2026	45.3M	$12,266,436,210.00	May 15, 2026	13F-HR
T. Rowe Price T. Rowe Price Associates	Mar 31, 2026	20.9M	$5,648,283.00	May 15, 2026	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2026	3.5M	$934,929.00	May 15, 2026	13F-HR
Geode Capital Management	Mar 31, 2026	22.8M	$6,140,006,802.00	May 15, 2026	13F-HR
Vanguard Vanguard Capital Management	Mar 31, 2026	58.9M	$15,929,843,548.00	May 15, 2026	13F-HR/A Amendment
Northern Trust	Mar 31, 2026	8.8M	$2,375,755,035.00	May 14, 2026	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2026	19.1M	$5,000,854,880.00	May 13, 2026	13F-HR/A Amendment
Capital Research Global Investors	Mar 31, 2026	17.1M	$4,629,794,298.00	May 13, 2026	13F-HR
BlackRock	Mar 31, 2026	73.5M	$19,879,579,128.00	May 13, 2026	13F-HR
Invesco	Mar 31, 2026	6.3M	$1,709,171,287.00	May 12, 2026	13F-HR
Vanguard Vanguard Capital Management	Mar 31, 2026	58.9M	$15,929,843,548.00	May 8, 2026	13F-HR
Invesco	Dec 31, 2025	5.3M	$1,752,814,047.00	Feb 19, 2026	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2025	4.1M	$1,356,432.00	Feb 19, 2026	13F-HR/A Amendment
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2025	2.9M	$968,596.00	Feb 17, 2026	13F-HR
T. Rowe Price T. Rowe Price Associates	Dec 31, 2025	18.8M	$6,215,660.00	Feb 17, 2026	13F-HR
Northern Trust	Dec 31, 2025	8.8M	$2,920,453,460.00	Feb 17, 2026	13F-HR
Fidelity / FMR	Dec 31, 2025	12.7M	$4,192,080,593.00	Feb 17, 2026	13F-HR
State Street	Dec 31, 2025	45.2M	$14,931,591,639.00	Feb 13, 2026	13F-HR
BlackRock	Dec 31, 2025	74.7M	$24,673,593,995.00	Feb 12, 2026	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2025	17.2M	$5,677,593,749.00	Feb 11, 2026	13F-HR
Capital Research Global Investors	Dec 31, 2025	6.3M	$2,067,084,892.00	Feb 11, 2026	13F-HR
Geode Capital Management	Dec 31, 2025	21.8M	$7,175,515,873.00	Feb 9, 2026	13F-HR
Vanguard Vanguard Group	Dec 31, 2025	91.6M	$30,238,161,829.00	Jan 29, 2026	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2025	18.6M	$6,406,954,752.00	Nov 26, 2025	13F-HR/A Amendment
State Street	Sep 30, 2025	44.1M	$15,231,989,621.00	Nov 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Sep 30, 2025	18.1M	$6,266,842.00	Nov 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2025	1.7M	$586,631.00	Nov 14, 2025	13F-HR
Northern Trust	Sep 30, 2025	9.1M	$3,145,576,649.00	Nov 14, 2025	13F-HR
Capital Research Global Investors	Sep 30, 2025	13.0M	$4,503,419,017.00	Nov 13, 2025	13F-HR
Fidelity / FMR	Sep 30, 2025	13.7M	$4,727,497,787.00	Nov 13, 2025	13F-HR
Invesco	Sep 30, 2025	4.3M	$1,489,499,195.00	Nov 13, 2025	13F-HR
Geode Capital Management	Sep 30, 2025	21.8M	$7,500,549,047.00	Nov 12, 2025	13F-HR
BlackRock	Sep 30, 2025	74.3M	$25,652,992,574.00	Nov 12, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2025	18.6M	$6,406,954,752.00	Nov 7, 2025	13F-HR
Vanguard Vanguard Group	Sep 30, 2025	90.6M	$31,285,923,765.00	Nov 7, 2025	13F-HR
State Street	Jun 30, 2025	44.9M	$14,015,733,932.00	Aug 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Jun 30, 2025	21.9M	$6,837,654.00	Aug 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Jun 30, 2025	2.2M	$700,151.00	Aug 14, 2025	13F-HR
Fidelity / FMR	Jun 30, 2025	16.8M	$5,242,142,534.00	Aug 14, 2025	13F-HR
Capital Research Global Investors	Jun 30, 2025	5.7M	$1,793,516,625.00	Aug 13, 2025	13F-HR
Invesco	Jun 30, 2025	4.2M	$1,296,987,786.00	Aug 13, 2025	13F-HR
Northern Trust	Jun 30, 2025	9.0M	$2,796,992,928.00	Aug 13, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2025	20.0M	$6,238,253,618.00	Aug 12, 2025	13F-HR
BlackRock	Jun 30, 2025	75.3M	$23,495,111,691.00	Aug 12, 2025	13F-HR
Vanguard Vanguard Group	Jun 30, 2025	90.9M	$28,364,429,389.00	Aug 11, 2025	13F-HR
Geode Capital Management	Jun 30, 2025	21.3M	$6,624,411,482.00	Aug 8, 2025	13F-HR
State Street	Mar 31, 2025	45.3M	$23,746,046,708.00	May 15, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2025	2.9M	$1,506,568.00	May 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Mar 31, 2025	21.4M	$11,204,669.00	May 14, 2025	13F-HR
Geode Capital Management	Mar 31, 2025	20.6M	$10,781,844,293.00	May 13, 2025	13F-HR
Northern Trust	Mar 31, 2025	9.3M	$4,887,919,922.00	May 13, 2025	13F-HR
Fidelity / FMR	Mar 31, 2025	24.2M	$12,683,897,629.00	May 12, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2025	26.3M	$13,771,398,071.00	May 12, 2025	13F-HR
Capital Research Global Investors	Mar 31, 2025	20.8M	$10,908,147,878.00	May 12, 2025	13F-HR
Invesco	Mar 31, 2025	6.0M	$3,137,497,568.00	May 12, 2025	13F-HR
Vanguard Vanguard Group	Mar 31, 2025	90.7M	$47,519,620,144.00	May 9, 2025	13F-HR
BlackRock	Mar 31, 2025	74.3M	$38,909,501,589.00	May 2, 2025	13F-HR
State Street	Dec 31, 2024	45.6M	$23,064,130,486.00	Feb 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Dec 31, 2024	21.4M	$10,826,292.00	Feb 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2024	4.8M	$2,421,016.00	Feb 14, 2025	13F-HR
Northern Trust	Dec 31, 2024	9.5M	$4,807,527,011.00	Feb 14, 2025	13F-HR
Fidelity / FMR	Dec 31, 2024	30.1M	$15,236,820,897.00	Feb 13, 2025	13F-HR
Invesco	Dec 31, 2024	6.0M	$3,052,306,758.00	Feb 13, 2025	13F-HR
Capital Research Global Investors	Dec 31, 2024	18.0M	$9,088,539,735.00	Feb 13, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2024	24.4M	$12,359,594,817.00	Feb 12, 2025	13F-HR
Geode Capital Management	Dec 31, 2024	20.0M	$10,068,869,299.00	Feb 12, 2025	13F-HR
Vanguard Vanguard Group	Dec 31, 2024	85.1M	$43,072,077,979.00	Feb 11, 2025	13F-HR
BlackRock	Dec 31, 2024	72.0M	$36,429,455,288.00	Feb 7, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2024	26.4M	$15,406,483,859.00	Dec 26, 2024	13F-HR/A Amendment
State Street	Sep 30, 2024	45.5M	$26,626,386,837.00	Nov 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Associates	Sep 30, 2024	25.0M	$14,630,772.00	Nov 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2024	4.1M	$2,375,453.00	Nov 14, 2024	13F-HR
Fidelity / FMR	Sep 30, 2024	32.5M	$19,002,769,812.00	Nov 13, 2024	13F-HR
Vanguard Vanguard Group	Sep 30, 2024	85.0M	$49,670,669,678.00	Nov 13, 2024	13F-HR
Capital Research Global Investors	Sep 30, 2024	18.0M	$10,513,877,385.00	Nov 13, 2024	13F-HR
Northern Trust	Sep 30, 2024	8.4M	$4,937,729,597.00	Nov 13, 2024	13F-HR
BlackRock	Sep 30, 2024	73.6M	$43,040,988,331.00	Nov 13, 2024	13F-HR
Geode Capital Management	Sep 30, 2024	19.6M	$11,440,133,373.00	Nov 12, 2024	13F-HR
Invesco	Sep 30, 2024	6.1M	$3,578,977,909.00	Nov 12, 2024	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2024	26.4M	$15,406,483,859.00	Nov 8, 2024	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2024	24.3M	$12,399,922,702.00	Dec 26, 2024	13F-HR/A Amendment
Northern Trust	Jun 30, 2024	9.0M	$4,605,188,782.00	Aug 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Associates	Jun 30, 2024	26.0M	$13,251,254.00	Aug 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Jun 30, 2024	4.8M	$2,442,519.00	Aug 14, 2024	13F-HR
Capital Research Global Investors	Jun 30, 2024	17.6M	$8,947,035,903.00	Aug 13, 2024	13F-HR
Fidelity / FMR	Jun 30, 2024	32.7M	$16,651,631,768.00	Aug 13, 2024	13F-HR
BlackRock	Jun 30, 2024	73.4M	$37,394,387,297.00	Aug 13, 2024	13F-HR
Invesco	Jun 30, 2024	5.3M	$2,709,003,154.00	Aug 13, 2024	13F-HR
Vanguard Vanguard Group	Jun 30, 2024	83.9M	$42,751,540,812.00	Aug 13, 2024	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2024	24.3M	$12,399,922,702.00	Aug 12, 2024	13F-HR
Geode Capital Management	Jun 30, 2024	19.3M	$9,810,784,782.00	Aug 9, 2024	13F-HR
BlackRock	Mar 31, 2024	73.7M	$36,444,812,707.00	May 10, 2024	13F-HR
Vanguard Vanguard Group	Mar 31, 2024	84.4M	$41,755,279,647.00	May 10, 2024	13F-HR
BlackRock	Dec 31, 2023	72.4M	$38,103,920,724.00	Feb 13, 2024	13F-HR
BlackRock	Sep 30, 2023	72.9M	$36,768,920,641.00	Nov 13, 2023	13F-HR
BlackRock	Jun 30, 2023	74.2M	$35,644,058,366.00	Aug 11, 2023	13F-HR
BlackRock	Mar 31, 2023	74.9M	$35,410,478,466.00	May 12, 2023	13F-HR

Loaded the most recent 100 of 102 mapped holding records for this security.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 18 filing(s) · 15 older require more history access

View beneficial ownership filing evidence

Holder	Observed / filed	Reported change	Shares	Ownership	Observation	Filing	Latest
Vanguard Capital Management CIK0002100119	Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence	Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal.	59.3M				$379.30
State Street CIK0000093751	Jun 30, 2026 observed Aug 7, 2026 filed · 38d Initial Schedule 13G	Initial Schedule 13G	45.7M	5.00%	$415.63	$409.47	$379.30
Vanguard Capital Management CIK0002100119	Mar 31, 2026 observed Apr 30, 2026 filed · 30d Initial Schedule 13G	Initial Schedule 13G	68.1M	12.00%	$270.59	$370.48	$379.30

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UNH Institutional Ownership

—Neutral

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Research the latest Initial Schedule 13G from State Street.

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Neutral