Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNITEDHEALTH GROUP INC · COM · quarter ended 2026-03-31 · 70 members disclosed UNH ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,506 holders are listed, largest first: 2,506
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $183B
holders whose share count rose or who opened the position (new + add), by shares: 1,105
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 428

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UNH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$19.9B	73,467,531	−1,276,021	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$15.9B	58,870,777	—	NO PRIOR
3	STATE STREET CORP	$12.3B	45,332,186	+100,016	ADD
4	Capital World Investors	$7.5B	27,783,415	+5,192,373	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$6.5B	24,036,504	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$6.1B	22,768,695	+977,105	ADD
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.6B	20,817,755	+12,377,403	ADD
8	JPMORGAN CHASE & CO	$5.0B	19,102,541	+1,903,448	ADD
9	Capital Research Global Investors	$4.6B	17,112,218	+10,850,420	ADD
10	MORGAN STANLEY	$4.0B	14,963,569	−826,526	TRIM
11	FMR LLC	$3.3B	12,019,046	−679,996	TRIM
12	BANK OF AMERICA CORP /DE/	$3.2B	11,713,684	+2,097,859	ADD
13	WELLINGTON MANAGEMENT GROUP LLP	$2.7B	10,091,639	−5,597,135	TRIM
14	Bank of New York Mellon Corp	$2.7B	10,088,271	+931,037	ADD
15	DODGE & COX	$2.6B	9,466,756	+293,987	ADD
16	Capital International Investors	$2.4B	9,001,312	−9,653,799	TRIM
17	NORTHERN TRUST CORP	$2.4B	8,779,907	−67,003	TRIM
18	ALLIANCEBERNSTEIN L.P.	$2.1B	6,443,863	−272,051	TRIM
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.0B	7,442,890	+192,042	ADD
20	Amundi	$1.7B	6,376,198	−979,859	TRIM
21	Invesco Ltd.	$1.7B	6,316,462	+1,006,674	ADD
22	Legal & General Group Plc	$1.7B	6,119,044	+59,847	ADD
23	Sanders Capital, LLC	$1.6B	5,964,685	−32,457	TRIM
24	EAGLE CAPITAL MANAGEMENT LLC	$1.6B	5,859,325	+158,879	ADD
25	HSBC HOLDINGS PLC	$1.5B	5,721,049	−2,111,033	TRIM
26	FRANKLIN RESOURCES INC	$1.5B	5,674,123	−745,580	TRIM
27	ROYAL BANK OF CANADA	$1.4B	5,319,248	−2,749,844	TRIM
28	Fisher Asset Management, LLC	$1.4B	5,237,701	−55,921	TRIM
29	VANGUARD FIDUCIARY TRUST CO	$1.4B	5,099,269	—	NO PRIOR
30	DIMENSIONAL FUND ADVISORS LP	$1.4B	5,000,063	−266,112	TRIM
31	NATIONAL BANK OF CANADA /FI/	$1.0B	3,826,523	+1,484,528	ADD
32	Janus Henderson Group Ltd.	$991M	3,691,607	+89,359	ADD
33	AMERIPRISE FINANCIAL INC	$947M	3,499,098	−65,693	TRIM
34	UBS Group AG	$934M	3,452,797	+729,134	ADD
35	Nuveen, LLC	$931M	3,439,722	−191,326	TRIM
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$927M	3,425,381	−283,656	TRIM
37	WELLS FARGO & COMPANY/MN	$908M	3,356,316	+129,526	ADD
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$861M	3,180,281	+2,597,390	ADD
39	Grantham, Mayo, Van Otterloo & Co. LLC	$855M	3,158,451	+488,292	ADD
40	RAYMOND JAMES FINANCIAL INC	$806M	2,985,789	−112,775	TRIM
41	BARCLAYS PLC	$762M	2,817,725	−456,917	TRIM
42	Swiss National Bank	$719M	2,658,441	+176,600	ADD
43	Sumitomo Mitsui Trust Group, Inc.	$707M	2,614,343	−56,548	TRIM
44	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$698M	2,579,283	+213,455	ADD
45	DEUTSCHE BANK AG\	$686M	2,535,308	+333,230	ADD
46	Mitsubishi UFJ Asset Management Co., Ltd.	$641M	2,370,729	+168,780	ADD
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$592M	2,186,539	−252,456	TRIM
48	Vanguard Global Advisers, LLC	$542M	2,003,101	—	NO PRIOR
49	National Pension Service	$527M	1,947,305	+1,947,305	NEW
50	CANADA PENSION PLAN INVESTMENT BOARD	$522M	1,927,492	+469,187	ADD
51	MARSHFIELD ASSOCIATES	$512M	1,890,689	+232,202	ADD
52	Veritas Asset Management LLP	$509M	1,882,071	−650,560	TRIM
53	VANGUARD ASSET MANAGEMENT, Ltd	$495M	1,828,244	—	NO PRIOR
54	FARALLON CAPITAL MANAGEMENT, L.L.C.	$493M	1,821,706	—	NO PRIOR
55	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$479M	1,769,068	+308,855	ADD
56	TWO SIGMA INVESTMENTS, LP	$460M	1,700,196	+1,675,905	ADD
57	JANE STREET GROUP, LLC	$446M	1,649,180	−1,819,157	TRIM
58	ENVESTNET ASSET MANAGEMENT INC	$439M	1,623,188	+272,697	ADD
59	CITADEL ADVISORS LLC	$417M	1,542,330	−1,386,011	TRIM
60	BANK OF MONTREAL /CAN/	$415M	1,535,205	−114,090	TRIM
61	CITIGROUP INC	$411M	1,518,059	+325,195	ADD
62	Ensign Peak Advisors, Inc	$402M	1,486,131	−176,668	TRIM
63	CIBC Bancorp USA Inc.	$373M	1,378,963	—	NO PRIOR
64	PRINCIPAL FINANCIAL GROUP INC	$368M	1,359,317	−11,597	TRIM
65	MILLENNIUM MANAGEMENT LLC	$367M	1,356,610	+5,499	ADD
66	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$361M	1,332,292	+38,026	ADD
67	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$350M	1,294,924	+328,820	ADD
68	LPL Financial LLC	$344M	1,271,194	+34,267	ADD
69	BANK OF NOVA SCOTIA	$339M	1,252,118	−224,322	TRIM
70	Clearbridge Investments, LLC	$333M	1,229,484	−75,285	TRIM
71	FIL Ltd	$317M	1,170,487	+53,331	ADD
72	D. E. Shaw & Co., Inc.	$316M	1,167,220	+226,047	ADD
73	RENAISSANCE TECHNOLOGIES LLC	$313M	1,158,428	+361,678	ADD
74	NEW YORK STATE COMMON RETIREMENT FUND	$313M	1,156,076	+38,442	ADD
75	Daiwa Securities Group Inc.	$311M	1,149,823	+918,210	ADD
76	Longview Partners (Guernsey) LTD	$304M	1,121,661	−133,088	TRIM
77	FEDERATED HERMES, INC.	$301M	1,111,214	+1,023,030	ADD
78	Swedbank AB	$301M	1,110,658	−10,348	TRIM
79	1832 Asset Management L.P.	$297M	1,096,254	−212,004	TRIM
80	FIRST MANHATTAN CO. LLC.	$278M	1,027,677	−325,725	TRIM
81	US BANCORP \DE\	$274M	1,012,177	−27,701	TRIM
82	NAYA CAPITAL MANAGEMENT UK LTD	$273M	1,010,553	+97,821	ADD
83	AQR CAPITAL MANAGEMENT LLC	$260M	977,408	+260,501	ADD
84	AMERICAN CENTURY COMPANIES INC	$259M	958,339	−20,389	TRIM
85	ADAGE CAPITAL PARTNERS GP, L.L.C.	$259M	956,506	+92,154	ADD
86	Quadrature Capital Ltd	$254M	939,683	+57,522	ADD
87	Fiera Capital Corp	$243M	898,935	−856	TRIM
88	London & Capital Asset Management Ltd	$238M	880,594	−58,359	TRIM
89	BAHL & GAYNOR INC	$231M	852,428	+187,567	ADD
90	M&G Plc	$230M	847,584	−19,171	TRIM
91	Aberdeen Group plc	$229M	845,099	+1,357	ADD
92	PRUDENTIAL FINANCIAL INC	$229M	844,658	+22,573	ADD
93	Tidal Investments LLC	$228M	864,050	+693,117	ADD
94	CREDIT AGRICOLE S A	$227M	837,977	−11,418	TRIM
95	Marex Group Ltd	$221M	817,599	−584,677	TRIM
96	BNP Paribas Asset Management Holding S.A.	$221M	817,053	−334,288	TRIM
97	PineStone Asset Management Inc.	$219M	808,873	−16,832	TRIM
98	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$216M	797,305	−6,298	TRIM
99	DAVENPORT & Co LLC	$215M	801,710	+129,294	ADD
100	AVIVA PLC	$211M	781,494	+21,870	ADD
101	Neuberger Berman Group LLC	$210M	777,966	+37,334	ADD
102	ROYAL LONDON ASSET MANAGEMENT LTD	$204M	755,589	+5,344	ADD
103	MAIRS & POWER INC	$201M	741,083	−89,452	TRIM
104	Ruane, Cunniff & Goldfarb L.P.	$197M	728,407	−17,592	TRIM
105	SEI INVESTMENTS CO	$197M	728,275	+180,329	ADD
106	BROWN ADVISORY INC	$195M	721,553	−14,667	TRIM
107	Magellan Asset Management Ltd	$195M	719,803	−91,935	TRIM
108	Hudson Bay Capital Management LP	$189M	700,000	+700,000	NEW
109	Universal- Beteiligungs- und Servicegesellschaft mbH	$183M	639,995	+4,981	ADD
110	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$182M	673,263	−88,980	TRIM
111	TD ASSET MANAGEMENT INC	$179M	661,168	+25,400	ADD
112	JENNISON ASSOCIATES LLC	$178M	658,056	+242,456	ADD
113	STIFEL FINANCIAL CORP	$176M	650,763	−2,041	TRIM
114	Pictet Asset Management Holding SA	$172M	634,568	−394,880	TRIM
115	SCHRODER INVESTMENT MANAGEMENT GROUP	$170M	627,534	−503,564	TRIM
116	BRANDES INVESTMENT PARTNERS, LP	$168M	621,884	+221,821	ADD
117	Korea Investment CORP	$166M	614,660	−34,059	TRIM
118	HighTower Advisors, LLC	$165M	609,743	+64,305	ADD
119	VOYA INVESTMENT MANAGEMENT LLC	$164M	606,629	−109,300	TRIM
120	Clear Street Group Inc.	$163M	601,697	−19,343	TRIM
121	H&H International Investment, LLC	$163M	601,400	+601,400	NEW
122	Assenagon Asset Management S.A.	$159M	589,241	−364,305	TRIM
123	Mirae Asset Global Investments Co., Ltd.	$159M	589,203	+342,632	ADD
124	Connor, Clark & Lunn Investment Management Ltd.	$159M	586,928	+379,177	ADD
125	Chevy Chase Trust Holdings, LLC	$153M	564,251	−28,314	TRIM
126	DANSKE BANK A/S	$151M	557,501	−119,727	TRIM
127	Eurizon Capital SGR S.p.A.	$149M	555,085	−10,509	TRIM
128	Corient Private Wealth LLC	$148M	547,213	−206,264	TRIM
129	Mitsubishi UFJ Trust & Banking Corp	$148M	545,250	+45,210	ADD
130	DnB Asset Management AS	$145M	536,703	+98,774	ADD
131	Route One Investment Company, L.P.	$144M	532,875	+25,575	ADD
132	LAZARD ASSET MANAGEMENT LLC	$143M	528,530	−52,881	TRIM
133	LONDON CO OF VIRGINIA	$142M	524,146	−58,695	TRIM
134	Pentwater Capital Management LP	$139M	512,000	+117,000	ADD
135	FIFTH THIRD BANCORP	$135M	499,029	+164,523	ADD
136	Asset Management One Co., Ltd.	$134M	494,649	−472	TRIM
137	APG Asset Management N.V.	$134M	568,823	+12,813	ADD
138	NOMURA ASSET MANAGEMENT CO LTD	$133M	493,005	−11,478	TRIM
139	Focused Investors LLC	$133M	489,700	−12,400	TRIM
140	MACKENZIE FINANCIAL CORP	$132M	489,509	−175,734	TRIM
141	Allianz Asset Management GmbH	$132M	486,593	+42,346	ADD
142	TUDOR INVESTMENT CORP ET AL	$132M	486,375	+138,372	ADD
143	STATE OF WISCONSIN INVESTMENT BOARD	$131M	485,072	+15,790	ADD
144	Cullen Capital Management, LLC	$128M	472,736	+139,842	ADD
145	PFA Pension, Forsikringsaktieselskab	$128M	472,733	+472,733	NEW
146	GUARDCAP ASSET MANAGEMENT Ltd	$127M	465,161	−364,385	TRIM
147	CIBC Asset Management Inc	$126M	465,868	+979	ADD
148	VICTORY CAPITAL MANAGEMENT INC	$124M	459,689	+50,605	ADD
149	Vanguard Investments Australia, Ltd.	$122M	452,040	—	NO PRIOR
150	Empower Advisory Group, LLC	$120M	442,159	+53,487	ADD
151	STOREBRAND ASSET MANAGEMENT AS	$119M	440,312	—	NO PRIOR
152	Patient Capital Management, LLC	$118M	437,141	+68,848	ADD
153	Squarepoint Ops LLC	$117M	430,910	+204,559	ADD
154	Mariner, LLC	$116M	428,226	+6,210	ADD
155	Point72 Asset Management, L.P.	$114M	419,489	−107,871	TRIM
156	Federation des caisses Desjardins du Quebec	$110M	408,302	+28,631	ADD
157	BALYASNY ASSET MANAGEMENT L.P.	$110M	406,836	−180,129	TRIM
158	Unisphere Establishment	$108M	400,000	+50,000	ADD
159	Quantinno Capital Management LP	$108M	397,361	+33,341	ADD
160	CIBC WORLD MARKET INC.	$107M	394,678	−55,421	TRIM
161	Capital International, Inc./CA/	$106M	392,075	−28,944	TRIM
162	GOBI CAPITAL LLC	$105M	386,368	−21,100	TRIM
163	Temasek Holdings (Private) Ltd	$104M	385,856	+162,982	ADD
164	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$101M	374,508	+132,930	ADD
165	Sumitomo Mitsui DS Asset Management Company, Ltd	$101M	372,596	+6,345	ADD
166	Swiss Life Asset Management Ltd	$100M	370,176	−11,963	TRIM
167	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$99.6M	368,058	+2,668	ADD
168	FIDUCIARY MANAGEMENT INC /WI/	$96.9M	357,951	−35,206	TRIM
169	KLP KAPITALFORVALTNING AS	$96.5M	356,455	+9,600	ADD
170	Bowie Capital Management, LLC	$96.2M	355,479	+76,825	ADD
171	Rockefeller Capital Management L.P.	$95.6M	353,319	+32,745	ADD
172	TIGER GLOBAL MANAGEMENT LLC	$94.8M	350,445	−69,760	TRIM
173	Cetera Investment Advisers	$94.6M	349,690	+9,163	ADD
174	Smead Capital Management, Inc.	$93.9M	347,102	+38,379	ADD
175	NOMURA HOLDINGS INC	$93.6M	345,770	+37,681	ADD
176	CANTOR FITZGERALD, L. P.	$92.1M	340,550	+70,800	ADD
177	COOKE & BIELER LP	$91.4M	337,681	−7,143	TRIM
178	Cerity Partners LLC	$84.9M	313,762	+47,421	ADD
179	MFF Capital Investments Ltd	$84.5M	312,384	+33,069	ADD
180	OSAIC HOLDINGS, INC.	$84.3M	311,193	+8,392	ADD
181	State of New Jersey Common Pension Fund D	$83.6M	309,110	0	NO CHANGE
182	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$83.0M	306,895	+16,526	ADD
183	Creative Planning	$83.0M	306,650	+16,182	ADD
184	BRISTOL JOHN W & CO INC /NY/	$82.5M	304,877	+22,362	ADD
185	TORONTO DOMINION BANK	$81.6M	301,562	−410,302	TRIM
186	Vantage Investment Partners, LLC	$81.5M	301,247	−7,016	TRIM
187	Harvest Portfolios Group Inc.	$81.4M	300,801	+66,598	ADD
188	Employees Provident Fund Board	$81.2M	300,000	0	NO CHANGE
189	SEB Asset Management AB	$80.8M	298,761	—	NO PRIOR
190	Lansforsakringar Fondforvaltning AB (publ)	$78.2M	289,107	−17,716	TRIM
191	SIMPLEX TRADING, LLC	$77.8M	287,580	+194,855	ADD
192	Resona Asset Management Co.,Ltd.	$77.8M	289,144	+6,704	ADD
193	CI INVESTMENTS INC.	$76.7M	283,437	−480,706	TRIM
194	STATE OF MICHIGAN RETIREMENT SYSTEM	$76.1M	281,419	+36,500	ADD
195	Seilern Investment Management Ltd	$76.1M	281,119	−74,817	TRIM
196	OMERS ADMINISTRATION Corp	$75.3M	278,321	−313,541	TRIM
197	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$74.9M	276,830	+66,890	ADD
198	Zurcher Kantonalbank (Zurich Cantonalbank)	$74.8M	276,466	−9,260	TRIM
199	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$73.5M	271,596	−90,906	TRIM
200	M&T BANK CORP	$73.3M	270,786	+7,058	ADD
201	FACTORY MUTUAL INSURANCE CO	$71.2M	263,250	+22,550	ADD
202	HOMESTEAD ADVISERS CORP	$71.2M	264,472	+50,900	ADD
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$70.9M	261,948	+7,058	ADD
204	Tredje AP-fonden	$70.7M	261,222	−119,018	TRIM
205	MANNING & NAPIER ADVISORS LLC	$70.3M	259,824	−42,860	TRIM
206	ProShare Advisors LLC	$69.3M	256,062	−35,833	TRIM
207	Calamos Advisors LLC	$67.9M	250,888	+11,085	ADD
208	NISA INVESTMENT ADVISORS, LLC	$67.6M	249,898	+3,931	ADD
209	Arizona State Retirement System	$67.2M	248,183	−7,041	TRIM
210	Czech National Bank	$66.8M	246,701	+7,846	ADD
211	TRUIST FINANCIAL CORP	$66.2M	244,671	−18,227	TRIM
212	TEACHER RETIREMENT SYSTEM OF TEXAS	$65.7M	242,762	−13,006	TRIM
213	MUFG Securities EMEA plc	$65.4M	241,633	−20,573	TRIM
214	MENORA MIVTACHIM HOLDINGS LTD.	$64.5M	238,278	−171,300	TRIM
215	Focus Partners Wealth	$63.2M	232,602	−12,566	TRIM
216	Candriam S.C.A.	$63.0M	232,839	−6,226	TRIM
217	Boston Partners	$62.1M	229,287	−1,622,340	TRIM
218	Life Cycle Investment Partners Ltd	$61.6M	227,822	+83,067	ADD
219	PANAGORA ASSET MANAGEMENT INC	$60.8M	224,718	−1,535	TRIM
220	Maple Rock Capital Partners Inc.	$58.3M	215,400	+160,400	ADD
221	MetLife Investment Management, LLC	$57.3M	211,728	−5,494	TRIM
222	ASR Vermogensbeheer N.V.	$57.3M	211,700	+9,103	ADD
223	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$57.1M	211,009	+306	ADD
224	Solel Partners LP	$55.9M	206,527	0	NO CHANGE
225	ZACKS INVESTMENT MANAGEMENT	$55.7M	205,953	+12,010	ADD
226	Robeco Institutional Asset Management B.V.	$55.1M	203,539	+56,326	ADD
227	Bank Pictet & Cie (Europe) AG	$54.2M	200,181	−8,125	TRIM
228	PARNASSUS INVESTMENTS, LLC	$54.2M	200,130	+177	ADD
229	GREAT LAKES ADVISORS, LLC	$52.8M	194,966	+1,818	ADD
230	BANQUE PICTET & CIE SA	$52.6M	194,343	−28,011	TRIM
231	Lido Advisors, LLC	$52.3M	193,247	−7,840	TRIM
232	Retirement Systems of Alabama	$52.1M	192,361	−343	TRIM
233	COMMONWEALTH EQUITY SERVICES, LLC	$52.0M	192,105	−34,519	TRIM
234	EDGAR LOMAX CO/VA	$51.8M	191,299	+32,649	ADD
235	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$51.4M	200,899	−49,021	TRIM
236	Long Focus Capital Management, LLC	$50.9M	188,000	+66,255	ADD
237	PRIMECAP MANAGEMENT CO/CA/	$50.5M	186,521	−6,900	TRIM
238	CWM, LLC	$49.9M	184,507	+25,641	ADD
239	IFM Investors Pty Ltd	$49.9M	184,497	+6,132	ADD
240	Sanctuary Advisors, LLC	$49.7M	183,680	+19,712	ADD
241	Clark Capital Management Group, Inc.	$49.4M	182,425	−24,021	TRIM
242	Freestone Grove Partners LP	$49.0M	180,911	−26,449	TRIM
243	Zurich Insurance Group Ltd/FI	$48.5M	179,417	−15,369	TRIM
244	Cresset Asset Management, LLC	$47.8M	176,642	+2,527	ADD
245	SCHARF INVESTMENTS, LLC	$47.2M	174,602	−4,370	TRIM
246	XPONANCE LLC	$46.0M	169,906	+21,957	ADD
247	YACKTMAN ASSET MANAGEMENT LP	$45.6M	168,460	+910	ADD
248	GATEWAY INVESTMENT ADVISERS LLC	$45.3M	167,296	−32,359	TRIM
249	LOOMIS SAYLES & CO L P	$45.1M	166,589	−9,760	TRIM
250	Cornerstone Investment Partners, LLC	$44.7M	165,011	+1,124	ADD
251	WORLDQUANT MILLENNIUM ADVISORS LLC	$44.4M	164,216	+164,216	NEW
252	Vontobel Holding Ltd.	$43.4M	160,414	−16,891	TRIM
253	NATIXIS	$43.2M	159,577	+99,616	ADD
254	Woodline Partners LP	$43.2M	159,530	+18,022	ADD
255	OP Asset Management Ltd	$43.1M	159,328	—	NO PRIOR
256	BCV Asset Management Inc.	$42.0M	155,355	−2,308	TRIM
257	Vident Advisory, LLC	$41.7M	154,186	+12,749	ADD
258	FIRST TRUST ADVISORS LP	$41.5M	153,501	−25,252	TRIM
259	Crake Asset Management LLP	$41.4M	152,896	+152,896	NEW
260	Gradient Investments LLC	$41.1M	151,888	+8,954	ADD
261	SCOTIA CAPITAL INC.	$41.1M	151,760	−11,554	TRIM
262	COUNTRY TRUST BANK	$41.0M	151,518	+7,633	ADD
263	Ilex Capital Partners (UK) LLP	$40.9M	151,255	−31,939	TRIM
264	AE Wealth Management LLC	$40.8M	150,688	+98,112	ADD
265	MERCER GLOBAL ADVISORS INC /ADV	$40.3M	149,073	+5,736	ADD
266	USS Investment Management Ltd	$40.3M	148,923	−301,393	TRIM
267	Bellevue Group AG	$40.1M	148,203	−26,966	TRIM
268	ARMISTICE CAPITAL, LLC	$40.0M	148,000	+148,000	NEW
269	NS Partners Ltd	$40.0M	147,955	−2,955	TRIM
270	Utah Retirement Systems	$40.0M	147,949	−2,399	TRIM
271	INTECH INVESTMENT MANAGEMENT LLC	$39.9M	147,364	+55,291	ADD
272	PUBLIC SECTOR PENSION INVESTMENT BOARD	$39.7M	146,678	−7,451	TRIM
273	Mawer Investment Management Ltd.	$39.7M	146,546	+1,305	ADD
274	LMR Partners LLP	$39.4M	145,479	+131,479	ADD
275	IEQ CAPITAL, LLC	$39.2M	144,823	−12,329	TRIM
276	AltraVue Capital, LLC	$38.3M	141,720	+63,260	ADD
277	Varma Mutual Pension Insurance Co	$37.9M	140,062	+7,000	ADD
278	SMITH CHAS P & ASSOCIATES PA CPAS	$37.5M	138,721	+12,136	ADD
279	TD Waterhouse Canada Inc.	$37.5M	137,089	+33,182	ADD
280	ASSETMARK, INC	$37.4M	138,079	−1,703	TRIM
281	SP Asset Management LLC	$37.3M	137,805	+169	ADD
282	Kestra Advisory Services, LLC	$36.6M	135,108	−4,335	TRIM
283	KEYBANK NATIONAL ASSOCIATION/OH	$36.2M	133,733	−6,005	TRIM
284	SEIZERT CAPITAL PARTNERS, LLC	$36.0M	132,896	−9,978	TRIM
285	NEOS Investment Management LLC	$35.8M	132,462	−31	TRIM
286	CONNING INC.	$35.3M	130,449	+26,266	ADD
287	Greenwoods Asset Management Hong Kong Ltd.	$35.3M	130,310	0	NO CHANGE
288	Rakuten Investment Management, Inc.	$35.2M	134,435	+15,279	ADD
289	Allspring Global Investments Holdings, LLC	$34.3M	125,298	−32,320	TRIM
290	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$34.0M	125,818	+1,628	ADD
291	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$33.8M	124,848	−35,862	TRIM
292	ING GROEP NV	$33.7M	124,585	+2,927	ADD
293	Beacon Pointe Advisors, LLC	$33.2M	122,749	+40,055	ADD
294	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$33.1M	122,294	−22,267	TRIM
295	COMMERCE BANK	$32.5M	119,986	+51,149	ADD
296	GLENMEDE TRUST CO NA	$32.4M	119,680	−31,260	TRIM
297	Pathstone Holdings, LLC	$32.2M	118,900	−9,414	TRIM
298	Elo Mutual Pension Insurance Co	$32.2M	118,872	+3,518	ADD
299	RIVERBRIDGE PARTNERS LLC	$32.0M	118,359	−5,572	TRIM
300	NISSAY ASSET MANAGEMENT CORP /JAPAN	$31.9M	117,937	−190	TRIM
301	OSSIAM	$31.9M	117,865	+102,627	ADD
302	Nan Shan Life Insurance Co., Ltd.	$31.8M	117,643	−1,834	TRIM
303	AIA Group Ltd	$31.5M	116,297	−12,806	TRIM
304	Empowered Funds, LLC	$31.2M	115,284	+31,053	ADD
305	QRG CAPITAL MANAGEMENT, INC.	$31.1M	114,942	+15,363	ADD
306	Allworth Financial LP	$30.7M	113,414	+18,379	ADD
307	Walleye Capital LLC	$30.6M	113,214	−15,905	TRIM
308	Purpose Unlimited Inc.	$30.6M	112,904	+14,834	ADD
309	Obermeyer Wealth Partners	$30.4M	112,471	+1,324	ADD
310	PEAK6 LLC	$30.2M	111,658	−61,532	TRIM
311	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$30.1M	111,352	+2,468	ADD
312	Leith Wheeler Investment Counsel Ltd.	$29.6M	109,436	+354	ADD
313	MACQUARIE GROUP LTD	$29.4M	108,606	−46,825	TRIM
314	Aquatic Capital Management LLC	$29.2M	107,796	+3,944	ADD
315	Alyeska Investment Group, L.P.	$28.9M	106,750	−224,774	TRIM
316	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$28.7M	106,057	−332,868	TRIM
317	Baird Financial Group, Inc.	$28.6M	105,767	+105,767	NEW
318	Vanguard Personalized Indexing Management, LLC	$28.3M	104,674	−11,531	TRIM
319	PRUDENTIAL PLC	$28.3M	104,411	+12,256	ADD
320	NAN FUNG TRINITY (HK) Ltd	$28.2M	104,155	+51,720	ADD
321	ATALANTA SOSNOFF CAPITAL, LLC	$28.0M	103,641	+8,585	ADD
322	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$28.0M	103,639	−55	TRIM
323	&PARTNERS	$27.8M	104,316	−8,311	TRIM
324	Andra AP-fonden	$27.3M	101,015	+79,823	ADD
325	Carnegie Investment Counsel	$27.2M	104,832	−3,048	TRIM
326	SUVRETTA CAPITAL MANAGEMENT, LLC	$27.2M	100,630	−10,690	TRIM
327	National Philanthropic Trust	$26.9M	99,366	—	NO PRIOR
328	MML INVESTORS SERVICES, LLC	$26.9M	99,276	−15,625	TRIM
329	Wealthfront Advisers LLC	$26.7M	98,804	+2,580	ADD
330	Banco Santander, S.A.	$26.7M	98,578	+22,735	ADD
331	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$26.6M	98,247	+1,822	ADD
332	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$26.0M	96,172	−926	TRIM
333	Steward Partners Investment Advisory, LLC	$26.0M	95,962	−8,185	TRIM
334	Evelyn Partners Investment Management LLP	$25.8M	95,509	−71,430	TRIM
335	NORDEA INVESTMENT MANAGEMENT AB	$25.3M	95,218	+3,722	ADD
336	Ethic Inc.	$25.2M	93,211	−799	TRIM
337	YOUSIF CAPITAL MANAGEMENT, LLC	$24.6M	91,042	−1,690	TRIM
338	Pinnacle Financial Partners, Inc.	$24.6M	91,008	−4,156	TRIM
339	Cercano Management LLC	$24.6M	90,927	0	NO CHANGE
340	Generali Powszechne Towarzystwo Emerytalne	$24.4M	90,350	0	NO CHANGE
341	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	90,069	+16,135	ADD
342	Appaloosa LP	$24.4M	90,000	−110,000	TRIM
343	TCTC Holdings, LLC	$23.9M	88,289	+510	ADD
344	Snowden Capital Advisors LLC	$23.9M	88,155	+5,043	ADD
345	Gotham Asset Management, LLC	$23.3M	86,138	+29,922	ADD
346	Evercore Wealth Management, LLC	$22.9M	84,660	−23,350	TRIM
347	TOCQUEVILLE ASSET MANAGEMENT L.P.	$22.8M	84,224	−2,354	TRIM
348	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$22.7M	83,869	+13,423	ADD
349	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$22.6M	83,853	−10,798	TRIM
350	NewEdge Advisors, LLC	$22.5M	83,019	+83,019	NEW
351	U.S. Capital Wealth Advisors, LLC	$22.1M	81,700	+5,292	ADD
352	Trajan Wealth LLC	$21.9M	81,091	−2,194	TRIM
353	Perpetual Ltd	$21.7M	80,162	+11,554	ADD
354	Investment Management Corp of Ontario	$21.6M	79,984	−8,460	TRIM
355	Palisade Asset Management, LLC	$21.6M	79,645	−408	TRIM
356	BOONE CAPITAL MANAGEMENT LLC	$21.4M	79,226	+17,464	ADD
357	D.A. DAVIDSON & CO.	$21.4M	79,069	−2,683	TRIM
358	Douglas Lane & Associates, LLC	$20.9M	77,198	+8,573	ADD
359	Danica Pension, Livsforsikringsaktieselskab	$20.8M	76,983	+37,223	ADD
360	MARCO INVESTMENT MANAGEMENT LLC	$20.7M	76,378	+355	ADD
361	MIZUHO MARKETS AMERICAS LLC	$20.3M	75,000	0	NO CHANGE
362	Epoch Investment Partners, Inc.	$20.2M	74,628	−2,382	TRIM
363	BLAIR WILLIAM & CO/IL	$20.2M	74,523	−28,339	TRIM
364	Mesirow Financial Investment Management, Inc.	$19.6M	72,571	+15,853	ADD
365	CAUSEWAY CAPITAL MANAGEMENT LLC	$19.4M	71,864	+71,864	NEW
366	OPPENHEIMER ASSET MANAGEMENT INC.	$19.3M	71,421	+15,895	ADD
367	Arnhold LLC	$19.3M	71,410	+8,100	ADD
368	Leonteq Securities AG	$19.2M	71,025	+23,081	ADD
369	Rafferty Asset Management, LLC	$19.1M	70,695	−26,830	TRIM
370	Orion Porfolio Solutions, LLC	$18.3M	67,682	−24,258	TRIM
371	BloombergSen Inc.	$18.2M	67,235	−2,314	TRIM
372	ALLIANZ SE	$18.1M	66,747	−11,498	TRIM
373	ArrowMark Colorado Holdings LLC	$18.0M	66,705	−4,600	TRIM
374	BENJAMIN EDWARDS INC	$18.0M	66,511	+8,669	ADD
375	Private Advisor Group, LLC	$17.9M	66,280	−1,955	TRIM
376	Distillate Capital Partners LLC	$17.9M	66,080	+66,080	NEW
377	Vinva Investment Management Ltd	$17.8M	68,107	−542	TRIM
378	UniSuper Management Pty Ltd	$17.8M	65,884	+1,526	ADD
379	Ironvine Capital Partners, LLC	$17.8M	65,781	+723	ADD
380	Woodbridge CO LTD	$17.7M	65,300	0	NO CHANGE
381	Norinchukin Bank, The	$17.7M	65,264	−1,119	TRIM
382	Cumberland Partners Ltd	$17.7M	65,237	−19	TRIM
383	Avanza Fonder AB	$17.6M	65,152	−350	TRIM
384	SOROS FUND MANAGEMENT LLC	$17.6M	64,993	+8,202	ADD
385	AUXIER ASSET MANAGEMENT LLC	$17.3M	63,937	−91	TRIM
386	Centiva Capital, LP	$17.1M	63,095	+59,184	ADD
387	DSG Capital Advisors, LLC	$17.0M	62,895	−330	TRIM
388	FARMERS & MERCHANTS INVESTMENTS INC	$16.9M	62,570	+983	ADD
389	Aware Super Pty Ltd as trustee of Aware Super	$16.9M	62,333	—	NO PRIOR
390	Mediolanum International Funds Ltd	$16.7M	63,933	−3,755	TRIM
391	GUGGENHEIM CAPITAL LLC	$16.6M	61,514	−16,197	TRIM
392	MAI Capital Management	$16.6M	61,301	−133,528	TRIM
393	Advisors Asset Management, Inc.	$16.6M	61,167	+12,890	ADD
394	Atria Investments, Inc	$16.5M	60,953	+2,538	ADD
395	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$16.2M	60,022	+55,695	ADD
396	Illinois Municipal Retirement Fund	$16.2M	59,715	+2,911	ADD
397	ABN AMRO INVESTMENT SOLUTIONS	$16.1M	59,677	+6,297	ADD
398	Mill Capital Management, LLC	$16.1M	59,471	−804	TRIM
399	Callan Family Office, LLC	$16.1M	59,379	−1,644	TRIM
400	Coronation Fund Managers Ltd.	$15.8M	58,224	−26,961	TRIM
401	GFS Advisors, LLC	$15.7M	58,096	+6,680	ADD
402	PFM Health Sciences, LP	$15.7M	58,038	+7,499	ADD
403	Aptus Capital Advisors, LLC	$15.6M	57,798	−12,407	TRIM
404	B. Metzler seel. Sohn & Co. AG	$15.6M	57,761	−5,011	TRIM
405	Systematic Alpha Investments, LLC	$15.5M	57,323	0	NO CHANGE
406	GROUPAMA ASSET MANAGMENT	$15.4M	57,020	−2,368	TRIM
407	Sterling Capital Management LLC	$15.3M	56,634	−4,008	TRIM
408	Osmosis Investment Management UK Ltd	$15.1M	55,712	−42,094	TRIM
409	RBF Capital, LLC	$14.9M	55,000	−55,000	TRIM
410	Quintet Private Bank (Europe) S.A.	$14.8M	54,854	−31,179	TRIM
411	MIZUHO SECURITIES USA LLC	$14.8M	54,762	−11,195	TRIM
412	NOVARE CAPITAL MANAGEMENT LLC	$14.8M	54,682	−2,156	TRIM
413	Stamos Capital Partners, L.P.	$14.8M	54,597	+12,547	ADD
414	LEVEL FOUR ADVISORY SERVICES, LLC	$14.8M	54,586	+14,483	ADD
415	Sequoia Financial Advisors, LLC	$14.6M	54,101	−3,600	TRIM
416	TOKIO MARINE ASSET MANAGEMENT CO LTD	$14.6M	53,846	−13,035	TRIM
417	BAILARD, INC.	$14.4M	53,397	−6,827	TRIM
418	Spear Holdings RSC Ltd	$14.3M	53,006	+53,006	NEW
419	PBCay One RSC Ltd	$14.3M	53,005	+53,005	NEW
420	Rock Springs Capital Management LP	$14.3M	53,000	+12,200	ADD
421	Diversified Trust Co	$14.3M	52,833	+5,333	ADD
422	HARTFORD INVESTMENT MANAGEMENT CO	$14.0M	51,612	−719	TRIM
423	BLI - Banque de Luxembourg Investments	$13.9M	42,683	+42,683	NEW
424	Intesa Sanpaolo S.p.A.	$13.6M	50,216	+4,093	ADD
425	UNIVEST FINANCIAL Corp	$13.4M	49,671	+15,837	ADD
426	Caption Management, LLC	$13.4M	49,350	+15,470	ADD
427	HB Wealth Management, LLC	$13.3M	49,228	+1,705	ADD
428	Equitable Holdings, Inc.	$13.3M	41,722	+11,715	ADD
429	Fisher Funds Management LTD	$13.2M	48,730	0	NO CHANGE
430	OLD NATIONAL BANCORP /IN/	$13.1M	48,387	+1,121	ADD
431	D'Orazio & Associates, Inc.	$13.1M	48,315	−417	TRIM
432	FORA Capital, LLC	$13.1M	48,314	+48,314	NEW
433	FIDUCIARY TRUST CO	$13.0M	48,224	−8,141	TRIM
434	71 West Capital Partners	$13.0M	48,061	+1,906	ADD
435	Lombard Odier Asset Management (Switzerland) SA	$13.0M	48,003	+2,615	ADD
436	ASSOCIATED BANC-CORP	$12.9M	47,816	−2,860	TRIM
437	Buck Wealth Strategies, LLC	$12.9M	47,578	+12,177	ADD
438	Phoenix Financial Ltd.	$12.8M	47,208	+249	ADD
439	TB Alternative Assets Ltd.	$12.8M	47,184	+47,184	NEW
440	FIRST FINANCIAL BANKSHARES INC	$12.7M	46,833	+6,285	ADD
441	Prospera Financial Services Inc	$12.5M	46,057	−1,719	TRIM
442	Maryland State Retirement & Pension System	$12.4M	45,686	+160	ADD
443	PATTEN & PATTEN INC/TN	$12.2M	44,990	−3,031	TRIM
444	Strong Tower Advisory Services	$12.1M	44,613	+14,507	ADD
445	SteelPeak Wealth, LLC	$12.0M	44,238	+1,511	ADD
446	Private Advisory Group LLC	$11.9M	44,059	+42,604	ADD
447	INTACT INVESTMENT MANAGEMENT INC.	$11.9M	43,900	+300	ADD
448	DDD Partners, LLC	$11.9M	43,877	+14,326	ADD
449	OpenArc Corporate Advisory, LLC	$11.9M	43,799	+10,678	ADD
450	Haverford Trust Co	$11.8M	43,609	−2,804	TRIM
451	Capital International Sarl	$11.7M	43,403	+9,170	ADD
452	NLB Skladi, upravljanje premozenja, d.o.o.	$11.6M	42,857	+6,210	ADD
453	EAGLE GLOBAL ADVISORS LLC	$11.6M	42,730	−1,174	TRIM
454	TCV Trust & Wealth Management, Inc.	$11.6M	42,685	+556	ADD
455	FULTON BREAKEFIELD BROENNIMAN LLC	$11.5M	42,660	−2,381	TRIM
456	THOMPSON INVESTMENT MANAGEMENT, INC.	$11.4M	42,295	+6,950	ADD
457	EDMOND DE ROTHSCHILD HOLDING S.A.	$11.4M	42,130	0	NO CHANGE
458	Verition Fund Management LLC	$11.3M	41,637	+32,834	ADD
459	Madison Asset Management, LLC	$11.2M	41,546	+5,923	ADD
460	UNICOM Systems, Inc.	$11.2M	41,434	0	NO CHANGE
461	Man Group plc	$11.2M	41,319	+5,636	ADD
462	Midwest Trust Co	$11.1M	41,014	−3,708	TRIM
463	ADAMS DIVERSIFIED EQUITY FUND, INC.	$11.1M	41,000	−9,800	TRIM
464	OneDigital Investment Advisors LLC	$11.1M	40,951	+4,325	ADD
465	FIRST NATIONAL TRUST CO	$11.1M	40,940	+7,864	ADD
466	INVESTMENT HOUSE LLC	$11.1M	40,873	−39,293	TRIM
467	Bank Julius Baer & Co. Ltd, Zurich	$11.0M	40,820	−326,379	TRIM
468	First Eagle Investment Management, LLC	$11.0M	40,804	+1,736	ADD
469	Vest Financial, LLC	$11.0M	40,649	+12,161	ADD
470	Northwest & Ethical Investments L.P.	$11.0M	40,556	−8,070	TRIM
471	Dorsey & Whitney Trust CO LLC	$11.0M	40,474	−1,162	TRIM
472	Maven Securities LTD	$10.9M	40,350	+20,746	ADD
473	STEPHENS INC /AR/	$10.9M	39,963	−1,455	TRIM
474	Marks Group Wealth Management, Inc	$10.8M	39,870	−8,094	TRIM
475	DIVERSIFY WEALTH MANAGEMENT, LLC	$10.6M	28,696	+16,360	ADD
476	MATTERN CAPITAL MANAGEMENT, LLC	$10.5M	38,785	+12,654	ADD
477	JPL Wealth Management, LLC	$10.5M	38,782	−6,308	TRIM
478	XTX Topco Ltd	$10.4M	38,519	+34,186	ADD
479	Metis Global Partners, LLC	$10.3M	38,164	−1,226	TRIM
480	NWF Advisory Services Inc.	$10.3M	38,042	+12,424	ADD
481	Generate Investment Management Ltd	$10.2M	37,627	−30,481	TRIM
482	WINTON GROUP Ltd	$10.1M	37,155	+35,211	ADD
483	NewEdge Wealth, LLC	$10.0M	36,796	+1,530	ADD
484	KELLY LAWRENCE W & ASSOCIATES INC/CA	$9.9M	36,549	−1,990	TRIM
485	SECTOR GAMMA AS	$9.9M	36,435	+36,435	NEW
486	AG2R LA MONDIALE GESTION D'ACTIFS	$9.9M	36,432	+380	ADD
487	EQUITABLE TRUST CO	$9.8M	36,154	−60	TRIM
488	OBERNDORF WILLIAM E	$9.6M	35,553	0	NO CHANGE
489	COLDSTREAM CAPITAL MANAGEMENT INC	$9.6M	35,341	+13,921	ADD
490	WASHINGTON TRUST BANK	$9.5M	35,169	+5,854	ADD
491	Senator Investment Group LP	$9.5M	35,000	−40,000	TRIM
492	OPAL CAPITAL LLC	$9.5M	34,927	+23,152	ADD
493	Dai-ichi Life Insurance Company, Ltd	$9.4M	34,626	−4,090	TRIM
494	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.4M	34,620	+34,620	NEW
495	Focus Financial Network, Inc.	$9.3M	34,514	−3,238	TRIM
496	CHOREO, LLC	$9.3M	34,285	−1,435	TRIM
497	Taikang Asset Management (Hong Kong) Co Ltd	$9.3M	34,249	−1,458	TRIM
498	SHELTON CAPITAL MANAGEMENT	$9.2M	34,180	+108	ADD
499	BOKF, NA	$9.2M	34,133	−2,299	TRIM
500	Hyperion Capital Advisors LP	$9.2M	34,049	−2,284	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · UNH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 John Boozman R–AR, Alan Armstrong R–OK $17K–$80K
Sellers: 4 Richard McCormick R–GA-7, Dan Newhouse R–WA-4, Kevin Hern R–OK-1, Maria Elvira Salazar R–FL-27 $20K–$125K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Soros Fund Management $173M held
Trimming: 9 Ruane Cunniff & Goldfarb, Tiger Global Management, Appaloosa, Markel Group, Caxton Associates, Berkshire Hathaway, Viking Global Investors, Bridgewater Associates +1 $322M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UNITEDHEALTH GROUP INC

Merged timeline of congressional filings and notable-manager moves on UNH
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-08-20	John Boozman Congress	BUY	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$15K–$50K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-07-13	John Boozman Congress	BUY	$1K–$15K
2026-07-09	Richard McCormick Congress	SELL	$1K–$15K
2026-07-09	Richard McCormick Congress	SELL	$1K–$15K
2026-07-07	Maria Elvira Salazar Congress	SELL	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+138,372 sh
2026-05-15	Gotham Asset Management 13F	ADD	+29,922 sh
2026-05-15	Soros Fund Management 13F	ADD	+8,202 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−17,592 sh
2026-05-15	Tiger Global Management 13F	TRIM	−69,760 sh
2026-05-15	Appaloosa 13F	TRIM	−110,000 sh
2026-05-15	Berkshire Hathaway 13F	EXIT	−5,039,564 sh
2026-05-15	Viking Global Investors 13F	EXIT	−1,197,273 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−6,170 sh
2026-05-15	Moore Capital Management 13F	EXIT	−40,000 sh
2026-05-14	Caxton Associates 13F	TRIM	−1,050 sh

20 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

70 members of Congress disclosed UNH — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).