UnitedHealth Group Incorporated

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 2,987 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• UnitedHealth Group does not file Form 13F under its own CIK 0000731766. Its EDGAR submissions JSON (checked 17 August 2026) contains no 13F-HR or 13F-NT of any vintage, consistent with it not acting as an institutional investment manager on client accounts (its insurance-portfolio investments are held for its own account, not reported via 13F).
• Berkshire Hathaway does NOT currently hold UnitedHealth Group. Checked Berkshire's own most recent Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026 (CIK 0001067983, accession 0001193125-26-352200, information table https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml): no row matches 'UNITEDHEALTH' or even 'HEALTH' among its 89 issuer rows. This contradicts widely repeated reporting elsewhere (e.g. financial media coverage of a Q4 2024 or Q1 2025 Berkshire purchase); whatever position may have existed in a prior quarter is not present as of the latest filing and is not included here.
• Holdings is empty and that is a sourced finding, not a gap. The Q2 FY2026 10-Q (period ended 30 June 2026, filed 10 August 2026) was searched in full for 'equity securities', 'equity method', 'non-marketable', 'measurement alternative', and 'unconsolidated affiliates'. It discloses: (a) $5.9 billion of equity securities as of 30 June 2026 (versus $5.5 billion at 31 December 2025), described only as 'primarily consist of venture investments and employee savings plan related investments', with no single investee named or sized; and (b) $4.0 billion of equity method investments 'primarily in operating businesses in the health care sector' as of 30 June 2026 (versus $3.8 billion at 31 December 2025), also not broken out by counterparty. Per the brief, a combined balance covering many investees does not size any one of them, so no named holding was recorded and the two combined figures are not distributed across any members.
• The register's top 7 institutional 13F filers (Vanguard, BlackRock, State Street, FMR/Fidelity, Geode, JPMorgan, Morgan Stanley) sum to 299,674,523 shares, roughly 33.4 percent of the 897,594,847 shares outstanding used as the primary denominator. This is a lower bound only, since Vanguard's figure is from a different (earlier, 31 Dec 2025) period than the other six (30 June 2026) and percentages should not be summed across different as-of dates without caveat.
• Vanguard disagreement, recorded rather than resolved. The register uses Vanguard's own Form 13F-HR for the quarter ended 31 December 2025 (91,600,260 shares). UnitedHealth's 21 April 2026 proxy instead reports Vanguard at 91,802,960 shares (10.11 percent) sourced to a Schedule 13G/A Vanguard filed 7 May 2025, and separately notes that on 27 March 2026 Vanguard reported it no longer has or is deemed to have beneficial ownership over shares held by certain of its subsidiaries or business divisions following an internal realignment, without giving a new post-realignment total. The 13F-based figure is used here as the more current, filing-level source.
• BlackRock disagreement, recorded rather than resolved. The register uses BlackRock's own Form 13F-HR for the quarter ended 30 June 2026 (76,863,061 shares, 8.563 percent). UnitedHealth's proxy instead reports BlackRock at 72,595,811 shares (7.99 percent) as of 2 April 2026, sourced to a Schedule 13G/A filed 6 February 2024, which is over two years stale relative to the 13F.
• UnitedHealth has a single class of common stock. There is no dual-class structure; CEO and Chair Stephen Hemsley's beneficial ownership (1,335,742 shares, well under 1 percent per the proxy) carries no enhanced voting rights.
• Percentages for the 13F rows are computed by this research against a stated share count, not taken from the 13F filings themselves (13F information tables do not state percent of class). The 30 June 2026 rows use 897,594,847 shares outstanding as of 31 July 2026 (Q2 FY2026 10-Q cover, the closest available reported count to that period). The Vanguard row uses 907,675,839 shares outstanding as of 20 February 2026 (FY2025 10-K cover), the closest available count to Vanguard's 31 December 2025 13F date.
• Market capitalization was not sourced in this task (no market-data page was fetched) and is left null rather than estimated from a remembered share price.
• No em dashes are used in any text field per the brief; hyphens in phrases like 'Q2 FY2026' are not em dashes.