UNHNYSEHospital & Medical Service PlansFiscal year ends December 31
UNITEDHEALTH GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$406.88+5.45 (+1.36%)
Close on Oct 19, 2026
- Market cap
- $368.63B
- P/E (TTM)
- 26.2
- Dividend yield
- 2.15%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.7%
787M of 898M shares
Institutional holders
3,373
524 new, 141 sold out
Net institutional buying
43M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $944.91K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 72,595,811 | 7.80% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 68,122,483 | 7.50% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 45,684,412 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UNH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 76,863,061 | 8.56% | $31.95B | +3,395,530 | 0.47% |
| Vanguard Capital Management LLC | 59,311,525 | 6.61% | $24.65B | +440,748 | 0.53% |
| State Street Corp | 45,633,267 | 5.08% | $18.97B | +301,081 | 0.56% |
| Capital World Investors | 29,887,932 | 3.33% | $12.42B | +2,104,517 | 1.47% |
| FMR LLC | 27,992,995 | 3.12% | $11.63B | +15,973,949 | 0.51% |
| Vanguard Portfolio Management LLC | 24,483,234 | 2.73% | $10.18B | +446,730 | 0.46% |
| Price T Rowe Associates Inc /Md/ | 23,153,813 | 2.58% | $9.62M | +2,279,867 | 0.96% |
| Geode Capital Management, LLC | 21,751,937 | 2.42% | $9.01B | −1,016,758 | 0.48% |
| JPMorgan Chase & Co | 20,246,047 | 2.26% | $8.50B | +1,143,506 | 0.47% |
| Charles Schwab Investment Management Inc | 19,830,588 | 2.21% | $8.24B | −987,167 | 1.10% |
| Morgan Stanley | 14,795,456 | 1.65% | $6.15B | −168,113 | 0.33% |
| Norges Bank | 12,736,973 | 1.42% | $5.29B | New | 0.53% |
| Bank of New York Mellon Corp | 10,704,994 | 1.19% | $4.45B | +616,723 | 0.73% |
| Wellington Management Group Llp | 10,675,175 | 1.19% | $4.44B | +583,536 | 0.76% |
| Capital Research Global Investors | 10,534,177 | 1.17% | $4.38B | −6,578,041 | 0.61% |
| Bank Of America Corp /De/ | 9,735,874 | 1.08% | $4.05B | −1,977,810 | 0.26% |
| Fisher Asset Management, LLC | 9,082,269 | 1.01% | $3.77B | +3,844,568 | 1.12% |
| Dodge & Cox | 9,072,258 | 1.01% | $3.77B | −394,498 | 1.97% |
| Northern Trust Corp | 8,761,055 | 0.98% | $3.64B | −18,852 | 0.42% |
| Franklin Resources Inc | 8,643,789 | 0.96% | $3.59B | +2,969,666 | 0.78% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,373 | 787M | 87.7% | 524 / 1308 | 1258 / 141 | 94M | 51M |
| Q1 2026 | 3,046 | 748M | 83.4% | 192 / 1200 | 1401 / 398 | 163M | 80M |
| Q4 2025 | 3,306 | 759M | 84.6% | 418 / 1119 | 1502 / 215 | 65M | 57M |
| Q3 2025 | 3,169 | 753M | 83.9% | 334 / 1278 | 1326 / 295 | 66M | 94M |
| Q2 2025 | 3,184 | 782M | 87.2% | 277 / 1292 | 1437 / 655 | 85M | 113M |
| Q1 2025 | 3,611 | 812M | 90.5% | 209 / 1405 | 1671 / 216 | 53M | 43M |
| Q4 2024 | 3,680 | 812M | 90.4% | 465 / 1391 | 1489 / 192 | 50M | 77M |
| Q3 2024 | 3,473 | 843M | 93.9% | 242 / 1416 | 1430 / 130 | 112M | 30M |
| Q2 2024 | 3,402 | 835M | 93.0% | 220 / 1520 | 1332 / 152 | 45M | 76M |
| Q1 2024 | 3,381 | 872M | 97.2% | 185 / 1543 | 1312 / 170 | 61M | 42M |
| Q4 2023 | 3,418 | 855M | 95.3% | 422 / 1424 | 1237 / 89 | 68M | 21M |
| Q3 2023 | 3,141 | 810M | 90.2% | 180 / 1474 | 1124 / 132 | 27M | 27M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UNH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 28,830,981 | 3.21% | $11.98B | 0.52% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 23,532,667 | 2.62% | $9.78B | 0.59% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 12,713,822 | 1.42% | $4.84B | 5.09% | May 31, 2026 |
| iShares Core S&P 500 ETF | 12,491,989 | 1.39% | $5.19B | 0.58% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 11,592,041 | 1.29% | $4.41B | 0.53% | May 31, 2026 |
| Vanguard Value Index Fund | 8,644,123 | 0.96% | $3.59B | 1.41% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 8,601,467 | 0.96% | $3.56B | 1.63% | Jul 31, 2026 |
| American Balanced Fund | 8,255,111 | 0.92% | $3.43B | 1.19% | Jun 30, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 6,415,798 | 0.71% | $2.67B | 6.57% | Jun 30, 2026 |
| Dodge & Cox Stock Fund | 6,000,460 | 0.67% | $2.49B | 2.11% | Jun 30, 2026 |
| Income Fund of America | 5,625,179 | 0.63% | $2.33B | 1.57% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 5,138,234 | 0.57% | $2.13B | 1.63% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 4,930,007 | 0.55% | $2.05B | 0.58% | Jun 30, 2026 |
| American Funds Fundamental Investors | 4,911,351 | 0.55% | $2.04B | 1.13% | Jun 30, 2026 |
| Vanguard Health Care Fund | 3,730,515 | 0.42% | $1.55B | 4.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen J. Hemsley | CEO, UHG, Director | 1,055,339 | 0.12% | Sep 24, 2026 |
| Andrew Witty | CEO, UHG, Director | 112,162 | 0.01% | Mar 20, 2025 |
| Patrick Hugh Conway | Chief Executive Officer, Optum | 15,419 | 0.00% | Sep 24, 2026 |
| Dennis Andrew Stankiewicz | Chief Accounting Officer | 10,109 | 0.00% | Sep 24, 2026 |
| Christopher R. Zaetta | EVP & Chief Legal Officer | 15,927 | 0.00% | Sep 24, 2026 |
| Erin McSweeney | EVP & Chief People Officer | 15,654 | 0.00% | Sep 24, 2026 |
| Wayne S. DeVeydt | Chief Financial Officer | 18,676 | 0.00% | Sep 24, 2026 |
| Timothy John Noel | Chief Executive Officer, UHC | 17,735 | 0.00% | Sep 24, 2026 |
| Thomas E. Roos | Chief Accounting Officer | 28,848 | 0.00% | Feb 25, 2026 |
| John F. Rex | President & CFO | 210,689 | 0.02% | Jun 26, 2025 |
| Heather Cianfrocco | Chief Executive Officer, Optum | 22,438 | 0.00% | Mar 20, 2025 |
| Frederick William McNabb Iii | Director | 15,519 | 0.00% | Sep 24, 2026 |
| Kristen Gil | Director | 6,427 | 0.00% | Sep 24, 2026 |
| Rice Valerie Montgomery Md | Director | 7,923 | 0.00% | Sep 24, 2026 |
| Scott Gottlieb | Director | 664 | 0.00% | Sep 24, 2026 |
| Charles D. Baker | Director | 2,411 | 0.00% | Sep 24, 2026 |
| Paul R. Garcia | Director | 6,168 | 0.00% | Sep 24, 2026 |
| John H. Noseworthy | Director | 7,662 | 0.00% | Sep 24, 2026 |
| Timothy Patrick Flynn | Director | 16,976 | 0.00% | Sep 24, 2026 |
| Michele J. Hooper | Director | 41,792 | 0.00% | Apr 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott Gottlieb Director | Sep 22, 2026 | Award | +5 | – | – | 664 |
| Wayne S. DeVeydt Chief Financial Officer | Sep 22, 2026 | Award | +106.23 | – | – | 18,676 |
| Kristen Gil Director | Sep 22, 2026 | Award | +10 | – | – | 2,627 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Sep 22, 2026 | Award | +91.03 | – | – | 15,419 |
| Stephen J. Hemsley CEO, UHG, Director | Sep 22, 2026 | Award | +50 | – | – | 177,690 |
| Frederick William McNabb Iii Director | Sep 22, 2026 | Award | +57 | – | – | 15,519 |
| Rice Valerie Montgomery Md Director | Sep 22, 2026 | Award | +47 | – | – | 7,923 |
| Paul R. Garcia Director | Sep 22, 2026 | Award | +16 | – | – | 3,922 |
| John H. Noseworthy Director | Sep 22, 2026 | Award | +46 | – | – | 7,662 |
| Erin McSweeney EVP & Chief People Officer | Sep 22, 2026 | Award | +53.23 | – | – | 15,654 |
| Christopher R. Zaetta EVP & Chief Legal Officer | Sep 22, 2026 | Award | +66.98 | – | – | 15,927 |
| Timothy Patrick Flynn Director | Sep 22, 2026 | Award | +68 | – | – | 10,943 |
| Dennis Andrew Stankiewicz Chief Accounting Officer | Sep 22, 2026 | Award | +51.08 | – | – | 10,109 |
| Charles D. Baker Director | Sep 22, 2026 | Award | +15 | – | – | 2,411 |
| Timothy John Noel Chief Executive Officer, UHC | Sep 22, 2026 | Award | +83.94 | – | – | 17,735 |
| Wayne S. DeVeydt Chief Financial Officer | Sep 2, 2026 | Tax withholding | −1,208.9 | $399.66 | $483.15K | 18,570 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Aug 21, 2026 | Sale | −1,169 | $390.00 | $455.91K | 15,328 |
| Dennis Andrew Stankiewicz Chief Accounting Officer | Aug 11, 2026 | Tax withholding | −233.4 | $402.19 | $93.87K | 10,058 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Aug 5, 2026 | Sale | −500 | $410.00 | $205.00K | 16,497 |
| Charles D. Baker Director | Jul 1, 2026 | Award | +220 | – | – | 2,396 |
| Frederick William McNabb Iii Director | Jul 1, 2026 | Award | +250 | – | – | 15,462 |
| Timothy Patrick Flynn Director | Jul 1, 2026 | Award | +225 | – | – | 10,875 |
| Paul R. Garcia Director | Jul 1, 2026 | Award | +132 | – | – | 3,818 |
| Paul R. Garcia Director | Jul 1, 2026 | Award | +88 | – | – | 3,906 |
| John H. Noseworthy Director | Jul 1, 2026 | Award | +206 | – | – | 7,616 |
| Kristen Gil Director | Jul 1, 2026 | Award | +206 | – | – | 2,617 |
| Scott Gottlieb Director | Jul 1, 2026 | Award | +210 | – | – | 659 |
| Rice Valerie Montgomery Md Director | Jul 1, 2026 | Award | +220 | – | – | 7,876 |
| Timothy Patrick Flynn Director | Jun 23, 2026 | Award | +61 | – | – | 10,650 |
| Wayne S. DeVeydt Chief Financial Officer | Jun 23, 2026 | Award | +111.76 | – | – | 19,779 |
| Charles D. Baker Director | Jun 23, 2026 | Award | +13 | – | – | 2,176 |
| Christopher R. Zaetta EVP & Chief Legal Officer | Jun 23, 2026 | Award | +60.69 | – | – | 15,860 |
| Stephen J. Hemsley CEO, UHG, Director | Jun 23, 2026 | Award | +46 | – | – | 48,099 |
| Erin McSweeney EVP & Chief People Officer | Jun 23, 2026 | Award | +48.23 | – | – | 15,601 |
| Dennis Andrew Stankiewicz Chief Accounting Officer | Jun 23, 2026 | Award | +50.59 | – | – | 10,257 |
| Rice Valerie Montgomery Md Director | Jun 23, 2026 | Award | +41 | – | – | 7,656 |
| Frederick William McNabb Iii Director | Jun 23, 2026 | Award | +50 | – | – | 15,212 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Jun 23, 2026 | Award | +82.49 | – | – | 16,997 |
| Kristen Gil Director | Jun 23, 2026 | Award | +8 | – | – | 2,411 |
| Timothy John Noel Chief Executive Officer, UHC | Jun 23, 2026 | Award | +76.06 | – | – | 17,651 |
| Paul R. Garcia Director | Jun 23, 2026 | Award | +13 | – | – | 3,686 |
| John H. Noseworthy Director | Jun 23, 2026 | Award | +41 | – | – | 7,410 |
| Scott Gottlieb Director | Jun 23, 2026 | Award | +3 | – | – | 449 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Jun 5, 2026 | Tax withholding | −686.86 | $399.47 | $274.38K | 16,914 |
| Christopher R. Zaetta EVP & Chief Legal Officer | Jun 3, 2026 | Tax withholding | −134.02 | $377.00 | $50.53K | 16,582 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Jun 2, 2026 | Tax withholding | −203.82 | $377.92 | $77.03K | 17,601 |
| Patrick Hugh Conway Chief Executive Officer, Optum | Apr 23, 2026 | Sale | −800 | $355.00 | $284.00K | 17,805 |
| Michele J. Hooper Director | Apr 1, 2026 | Award | +206 | – | – | 41,792 |
| Paul R. Garcia Director | Apr 1, 2026 | Award | +137 | – | – | 3,673 |
| Paul R. Garcia Director | Apr 1, 2026 | Award | +206 | – | – | 3,536 |
| John H. Noseworthy Director | Apr 1, 2026 | Award | +320 | – | – | 7,369 |
| Charles D. Baker Director | Apr 1, 2026 | Award | +343 | – | – | 2,163 |
| Rice Valerie Montgomery Md Director | Apr 1, 2026 | Award | +343 | – | – | 7,615 |
| Scott Gottlieb Director | Apr 1, 2026 | Award | +320 | – | – | 446 |
| Frederick William McNabb Iii Director | Apr 1, 2026 | Award | +388 | – | – | 15,162 |
| Kristen Gil Director | Apr 1, 2026 | Award | +320 | – | – | 2,403 |
| Timothy Patrick Flynn Director | Apr 1, 2026 | Award | +350 | – | – | 10,589 |
| Paul R. Garcia Director | Mar 17, 2026 | Award | +16 | – | – | 3,330 |
| Stephen J. Hemsley CEO, UHG, Director | Mar 17, 2026 | Award | +61 | – | – | 362,629 |
| Wayne S. DeVeydt Chief Financial Officer | Mar 17, 2026 | Award | +149.99 | – | – | 19,667 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Patrick Hugh Conway Officer | Aug 21, 2026 | 1,169 | $455.91K | Aug 21, 2026 | Restricted Stock Vesting |
| Patrick Hugh Conway Officer | Aug 5, 2026 | 500 | $205.00K | Aug 5, 2026 | Restricted Stock Vesting |
| Patrick Hugh Conway Officer | Apr 23, 2026 | 800 | $284.00K | Apr 23, 2026 | Restricted Stock Vesting |
| P. Schadt Trust FBO Lauren C. S. Baker UAD 12-16-15 James Affiliate | Sep 11, 2025 | 27 | $9.36K | Sep 11, 2025 | Transfer |
| Patrick Hugh Conway Officer | Jun 10, 2025 | 589 | $179.65K | Jun 10, 2025 | Restricted Stock Vesting |
| Erin McSweeney Officer | Nov 12, 2024 | 701 | $438.99K | Nov 11, 2024 | Restricted Stock Vesting |
| Erin McSweeney Officer | Jul 18, 2024 | 1,500 | $868.54K | Jul 18, 2024 | Stock Option Exercise |
| Thomas E. Roos Officer | Jul 17, 2024 | 2,851 | $1.62M | Jul 17, 2024 | Restricted Stock Vesting |
| Erin McSweeney Officer | Mar 8, 2024 | 1,237 | $597.58K | Mar 8, 2024 | Restricted Stock Vesting |
| Thomas E. Roos Officer | Feb 23, 2024 | 858 | $451.13K | Feb 23, 2024 | Restricted Stock Vesting |
| Brian R. Thompson Officer | Feb 16, 2024 | 28,943 | $15.08M | Feb 16, 2024 | Stock Option Exercise |
| Stephen J. Hemsley Director | Dec 5, 2023 | 66,081 | $36.37M | Dec 5, 2023 | Option Granted - 02/10/2015 |
| Stephen J. Hemsley Director | Oct 17, 2023 | 121,515 | $65.69M | Oct 17, 2023 | Option Granted-02/12/2014 |
| Erin McSweeney Officer | Oct 16, 2023 | 4,498 | $2.45M | Oct 16, 2023 | Option Granted - 02/13/2020 |
| Thomas E. Roos Officer | Aug 29, 2023 | 816 | $401.21K | Aug 29, 2023 | Restricted Stock Vesting |