Smart Money · Holder IQ
54.2 / 100
Above median holder quality (percentile 54.6 this quarter).
UNH
UnitedHealth Group IncorporatedNYSE
$407.46+0.58%
Close Nov 13, 2026
Reading stored signals…
Healthcare • Healthcare Plans
Factor tilt: Mega-Cap Blend
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
- Market cap
- $367.92Bas of Nov 12, 2026
- 1 month
- +0.2%
- 3 months
- +3.0%
- 1 year
- +20.2%
- 52-week range
- $259.02$436.35
More market facts
- Dividend, last 12 mo
- $9.06 · 2.22% yield
- Last ex-date
- Sep 14, 2026 · $2.32
- Dividend growth
- 15+ years in a row
- Short interest
- 14M sharessettled Oct 30, 2026 · -0.3% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $449.66B
- Net income
- $15.88B
- Free cash flow
- $22.83B
- Book value
- $104.13B
- Total debt
- $74.33B
- P/E
- 23.2×
- Price / sales
- 0.8×
- Price / book
- 3.5×
- FCF yield
- +6.2%
- Net margin
- +3.5%
Trailing twelve-month statements · as of Nov 13, 2026 · multiples on the Nov 12, 2026 market cap
End-of-day close from stored market data, not a live quote.
About UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates as a health care company in the United States and internationally. It operates through four segments: Optum Health, Optum Insight, Optum Rx; and UnitedHealthcare.
Read more
The Optum Health segment provides care delivery, care management, wellness and consumer engagement, and health financial services with patients, consumers, care delivery systems, providers, employers, payers, and public-sector entities. The Optum Insight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, public entities, life sciences companies and other organizations. The Optum Rx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and community health pharmacy services, infusion, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease and drug therapy management. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; Medicaid plans, including Temporary Assistance to Needy Families; Children's Health Insurance Programs; Dual SNPs; Long-Term Services and Supports; Aged, Blind and Disabled; and other federal, state, and community health care programs. and health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage. UnitedHealth Group Incorporated was founded in 1974 and is based in Eden Prairie, Minnesota.
- Website
- unitedhealthgroup.com
- Headquarters
- Eden Prairie, MN, United States
- Employees
- 390,000
- Listed
- Oct 26, 1984
- Fiscal year ends
- December
Company profile stored Oct 26, 2026.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Oct 13, 2026 | $112.7B | -0.4% | 19.5% | $6.6B | $4.1B |
| Jun 2026filed Aug 10, 2026 | $112.0B | +0.4% | 32.7% | $8.0B | $5.5B |
| Mar 2026filed May 5, 2026 | $111.7B | +2.0% | 22.7% | $9.0B | $6.3B |
| Dec 2025filed Mar 2, 2026 | $113.2B | +12.3% | 16.3% | $380.0M | $10.0M |
| Sep 2025filed Oct 28, 2025 | $113.2B | +12.2% | 18.2% | $4.3B | $2.3B |
| Jun 2025filed Aug 11, 2025 | $111.6B | +12.9% | 17.9% | $5.2B | $3.4B |
| Mar 2025filed May 7, 2025 | $109.6B | +9.8% | 21.7% | $9.1B | $6.3B |
| Dec 2024filed Feb 27, 2025 | $100.8B | +6.8% | 21.1% | $7.8B | $5.5B |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $25.8B
- Reported total debt
- $74.3B
- Current assets
- $85.6B
- Current liabilities
- $115.8B
Vendor filing date:
As of
- Reported cash
- $28.6B
- Reported total debt
- $73.3B
- Current assets
- $86.9B
- Current liabilities
- $111.8B
Vendor filing date:
As of
- Reported cash
- $28.0B
- Reported total debt
- $77.9B
- Current assets
- $91.1B
- Current liabilities
- $114.1B
Vendor filing date:
As of
- Reported cash
- $24.4B
- Reported total debt
- $78.4B
- Current assets
- $90.6B
- Current liabilities
- $114.9B
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Mar 2, 2026 | $447.6B | +11.8% | 18.5% | $19.0B | $12.1B |
| Dec 2024filed Feb 27, 2025 | $400.3B | +7.7% | 22.3% | $32.3B | $14.4B |
| Dec 2023filed Dec 31, 2023 | $371.6B | +14.6% | 24.5% | $32.4B | $22.4B |
| Dec 2022filed Feb 24, 2023 | $324.2B | +12.7% | 24.6% | $28.4B | $20.1B |
| Dec 2021filed Feb 15, 2022 | $287.6B | +11.8% | 24.2% | $24.0B | $17.3B |
| Dec 2020filed Mar 1, 2021 | $257.1B | +6.2% | 26.1% | $22.4B | $15.4B |
Annual cash generation
Does profit turn into cash? Compare UNH’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $12.1B
- Operating cash flow
- $19.7B
- Capital spending
- $3.6B
- Free cash flow
- $16.1B
Fiscal year ending
- Net income
- $14.4B
- Operating cash flow
- $24.2B
- Capital spending
- $3.5B
- Free cash flow
- $20.7B
Fiscal year ending
- Net income
- $22.4B
- Operating cash flow
- $29.1B
- Capital spending
- $3.4B
- Free cash flow
- $25.7B
Earlier cash-flow years
Fiscal year ending
- Net income
- $20.1B
- Operating cash flow
- $26.2B
- Capital spending
- $2.8B
- Free cash flow
- $23.4B
Fiscal year ending
- Net income
- $17.3B
- Operating cash flow
- $22.3B
- Capital spending
- $2.5B
- Free cash flow
- $19.9B
Fiscal year ending
- Net income
- $15.4B
- Operating cash flow
- $22.2B
- Capital spending
- $2.1B
- Free cash flow
- $20.1B
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did UNH’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $7.9B
- Net share issuance / purchases
- -$5.5B
- Net borrowing / repayment
- $726.0M
- Total financing cash flow
- -$11.6B
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $7.5B
- Net share issuance / purchases
- -$9.0B
- Net borrowing / repayment
- $14.7B
- Total financing cash flow
- -$3.5B
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $6.8B
- Net share issuance / purchases
- -$8.0B
- Net borrowing / repayment
- $4.3B
- Total financing cash flow
- -$11.5B
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $6.0B
- Net share issuance / purchases
- -$7.0B
- Net borrowing / repayment
- $12.5B
- Total financing cash flow
- $4.2B
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $5.3B
- Net share issuance / purchases
- -$5.0B
- Net borrowing / repayment
- $2.5B
- Total financing cash flow
- -$7.5B
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $4.6B
- Net share issuance / purchases
- -$4.3B
- Net borrowing / repayment
- $2.6B
- Total financing cash flow
- -$3.6B
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 137 observations
Settlement Oct 30, 2026
13,963,759 shares short
-43,645 shares (-0.3%) vs Oct 15, 2026
Published Nov 10, 2026.
Settlement Oct 15, 2026
14,007,404 shares short
-1,943,034 shares (-12.2%) vs Sep 30, 2026
1.6% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
15,950,438 shares short
+2,734,314 shares (+20.7%) vs Sep 15, 2026
1.8% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
13,216,124 shares short
-2,071,139 shares (-13.5%) vs Aug 31, 2026
1.5% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
15,287,263 shares short
-174,594 shares (-1.1%) vs Aug 14, 2026
1.7% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
15,461,857 shares short
+376,557 shares (+2.5%) vs Jul 31, 2026
1.7% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
15,085,300 shares short
-2,252,997 shares (-13%) vs Jul 15, 2026
1.7% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
17,338,297 shares short
-1,072,206 shares (-5.8%) vs Jun 30, 2026
1.9% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
18,410,503 shares short
+1,236,030 shares (+7.2%) vs Jun 15, 2026
2% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
17,174,473 shares short
-2,107,976 shares (-10.9%) vs May 29, 2026
1.9% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
19,282,449 shares short
+1,812,799 shares (+10.4%) vs May 15, 2026
2.1% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
17,469,650 shares short
-2,046,936 shares (-10.5%) vs Apr 30, 2026
1.9% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
19,516,586 shares short
+4,338,935 shares (+28.6%) vs Apr 15, 2026
2.2% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
15,177,651 shares short
-2,508,562 shares (-14.2%) vs Mar 31, 2026
1.7% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
17,686,213 shares short
-152,339 shares (-0.9%) vs Mar 13, 2026
2% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
17,838,552 shares short
+3,050,534 shares (+20.6%) vs Feb 27, 2026
2% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
14,788,018 shares short
+1,062,472 shares (+7.7%) vs Feb 13, 2026
1.6% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
13,725,546 shares short
-412,226 shares (-2.9%) vs Jan 30, 2026
1.5% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
14,137,772 shares short
+766,184 shares (+5.7%) vs Jan 15, 2026
1.6% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
13,371,588 shares short
-538,280 shares (-3.9%) vs Dec 31, 2025
1.5% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
13,909,868 shares short
-921,577 shares (-6.2%) vs Dec 15, 2025
1.5% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
14,831,445 shares short
+1,892,144 shares (+14.6%) vs Nov 28, 2025
1.6% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
12,939,301 shares short
+611,622 shares (+5%) vs Nov 14, 2025
1.4% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
12,327,679 shares short
-268,063 shares (-2.1%) vs Oct 31, 2025
1.4% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
12,595,742 shares short
-935,641 shares (-6.9%) vs Oct 15, 2025
1.4% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
13,531,383 shares short
+349,576 shares (+2.7%) vs Sep 30, 2025
1.5% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
13,181,807 shares short
-1,057,163 shares (-7.4%) vs Sep 15, 2025
1.5% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
14,238,970 shares short
+2,326,241 shares (+19.5%) vs Aug 29, 2025
1.6% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
11,912,729 shares short
-4,690,876 shares (-28.3%) vs Aug 15, 2025
1.3% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
16,603,605 shares short
+1,370,821 shares (+9%) vs Jul 31, 2025
1.8% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
15,232,784 shares short
+2,525,524 shares (+19.9%) vs Jul 15, 2025
1.7% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
12,707,260 shares short
-368,326 shares (-2.8%) vs Jun 30, 2025
1.4% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
13,075,586 shares short
+1,328,988 shares (+11.3%) vs Jun 13, 2025
1.4% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
11,746,598 shares short
+905,869 shares (+8.4%) vs May 30, 2025
1.3% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
10,840,729 shares short
-272,744 shares (-2.5%) vs May 15, 2025
1.2% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
11,113,473 shares short
+2,262,907 shares (+25.6%) vs Apr 30, 2025
1.2% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
8,850,566 shares short
-2,730,565 shares (-23.6%) vs Apr 15, 2025
1% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
11,581,131 shares short
+712,719 shares (+6.6%) vs Mar 31, 2025
1.3% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
10,868,412 shares short
+617,558 shares (+6%) vs Mar 14, 2025
1.2% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
10,250,854 shares short
+1,556,908 shares (+17.9%) vs Feb 28, 2025
1.1% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
8,693,946 shares short
+773,778 shares (+9.8%) vs Feb 14, 2025
1% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
7,920,168 shares short
+177,771 shares (+2.3%) vs Jan 31, 2025
0.9% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
7,742,397 shares short
+344,891 shares (+4.7%) vs Jan 15, 2025
0.9% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
7,397,506 shares short
-783,026 shares (-9.6%) vs Dec 31, 2024
0.8% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
8,180,532 shares short
+1,748,201 shares (+27.2%) vs Dec 13, 2024
0.9% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
6,432,331 shares short
-1,487,425 shares (-18.8%) vs Nov 29, 2024
0.7% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
7,919,756 shares short
-216,924 shares (-2.7%) vs Nov 15, 2024
0.9% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
8,136,680 shares short
+1,077,695 shares (+15.3%) vs Oct 31, 2024
0.9% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
7,058,985 shares short
-669,249 shares (-8.7%) vs Oct 15, 2024
0.8% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
7,728,234 shares short
-133,069 shares (-1.7%) vs Sep 30, 2024
0.9% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
7,861,303 shares short
-691,794 shares (-8.1%) vs Sep 13, 2024
0.9% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
8,553,097 shares short
+731,381 shares (+9.4%) vs Aug 30, 2024
0.9% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
7,821,716 shares short
-497,304 shares (-6%) vs Aug 15, 2024
0.9% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
8,319,020 shares short
+72,213 shares (+0.9%) vs Jul 31, 2024
0.9% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
8,246,807 shares short
+1,218,964 shares (+17.3%) vs Jul 15, 2024
0.9% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
7,027,843 shares short
-661,289 shares (-8.6%) vs Jun 28, 2024
0.8% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
7,689,132 shares short
-119,772 shares (-1.5%) vs Jun 14, 2024
0.8% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
7,808,904 shares short
+295,329 shares (+3.9%) vs May 31, 2024
0.9% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
7,513,575 shares short
-600,831 shares (-7.4%) vs May 15, 2024
0.8% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
8,114,406 shares short
+646,916 shares (+8.7%) vs Apr 30, 2024
0.9% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
7,467,490 shares short
-426,102 shares (-5.4%) vs Apr 15, 2024
0.8% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
7,893,592 shares short
+123,537 shares (+1.6%) vs Mar 28, 2024
0.9% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
7,770,055 shares short
+479,213 shares (+6.6%) vs Mar 15, 2024
0.9% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
7,290,842 shares short
+552,191 shares (+8.2%) vs Feb 29, 2024
0.8% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
6,738,651 shares short
+401,223 shares (+6.3%) vs Feb 15, 2024
0.7% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
6,337,428 shares short
+88,051 shares (+1.4%) vs Jan 31, 2024
0.7% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
6,249,377 shares short
-6,259 shares (-0.1%) vs Jan 12, 2024
0.7% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
6,255,636 shares short
-270,832 shares (-4.1%) vs Dec 29, 2023
0.7% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
6,526,468 shares short
-202,022 shares (-3%) vs Dec 15, 2023
0.7% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
6,728,490 shares short
+1,731,124 shares (+34.6%) vs Nov 30, 2023
0.7% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
4,997,366 shares short
-949,062 shares (-16%) vs Nov 15, 2023
0.6% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
5,946,428 shares short
+846 shares (0%) vs Oct 31, 2023
0.7% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
5,945,582 shares short
-216,453 shares (-3.5%) vs Oct 13, 2023
0.7% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
6,162,035 shares short
+301,290 shares (+5.1%) vs Sep 29, 2023
0.7% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
5,860,745 shares short
-453,079 shares (-7.2%) vs Sep 15, 2023
0.6% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
6,313,824 shares short
+1,110,323 shares (+21.3%) vs Aug 31, 2023
0.7% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
5,203,501 shares short
-1,009,573 shares (-16.2%) vs Aug 15, 2023
0.6% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
6,213,074 shares short
-18,257 shares (-0.3%) vs Jul 31, 2023
0.7% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
6,231,331 shares short
-346,245 shares (-5.3%) vs Jul 14, 2023
0.7% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
6,577,576 shares short
+547,320 shares (+9.1%) vs Jun 30, 2023
0.7% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
6,030,256 shares short
+1,329,080 shares (+28.3%) vs Jun 15, 2023
0.7% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
4,701,176 shares short
-820,705 shares (-14.9%) vs May 31, 2023
0.5% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
5,521,881 shares short
+321,822 shares (+6.2%) vs May 15, 2023
0.6% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
5,200,059 shares short
-15,687 shares (-0.3%) vs Apr 28, 2023
0.6% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
5,215,746 shares short
+10,504 shares (+0.2%) vs Apr 14, 2023
0.6% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
5,205,242 shares short
+171,984 shares (+3.4%) vs Mar 31, 2023
0.6% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
5,033,258 shares short
-349,015 shares (-6.5%) vs Mar 15, 2023
0.6% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
5,382,273 shares short
+545,293 shares (+11.3%) vs Feb 28, 2023
0.6% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
4,836,980 shares short
-8,067 shares (-0.2%) vs Feb 15, 2023
0.5% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
4,845,047 shares short
-258,737 shares (-5.1%) vs Jan 31, 2023
0.5% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
5,103,784 shares short
-56,647 shares (-1.1%) vs Jan 13, 2023
0.6% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
5,160,431 shares short
-1,166,289 shares (-18.4%) vs Dec 30, 2022
0.6% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
6,326,720 shares short
+347,643 shares (+5.8%) vs Dec 15, 2022
0.7% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
5,979,077 shares short
+1,456,855 shares (+32.2%) vs Nov 30, 2022
0.7% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
4,522,222 shares short
-399,012 shares (-8.1%) vs Nov 15, 2022
0.5% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
4,921,234 shares short
-234,125 shares (-4.5%) vs Oct 31, 2022
0.5% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
5,155,359 shares short
+822,486 shares (+19%) vs Oct 14, 2022
0.6% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
4,332,873 shares short
-854,647 shares (-16.5%) vs Sep 30, 2022
0.5% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
5,187,520 shares short
+121,469 shares (+2.4%) vs Sep 15, 2022
0.6% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
5,066,051 shares short
+913,911 shares (+22%) vs Aug 31, 2022
0.6% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
4,152,140 shares short
-578,270 shares (-12.2%) vs Aug 15, 2022
0.5% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
4,730,410 shares short
-497,651 shares (-9.5%) vs Jul 29, 2022
0.5% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
5,228,061 shares short
-449,941 shares (-7.9%) vs Jul 15, 2022
0.6% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
5,678,002 shares short
-1,350,999 shares (-19.2%) vs Jun 30, 2022
0.6% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
7,029,001 shares short
+1,268,092 shares (+22%) vs Jun 15, 2022
0.8% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
5,760,909 shares short
+46,045 shares (+0.8%) vs May 31, 2022
0.6% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
5,714,864 shares short
+1,102,801 shares (+23.9%) vs May 13, 2022
0.6% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
4,612,063 shares short
-273,727 shares (-5.6%) vs Apr 29, 2022
0.5% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
4,885,790 shares short
-301,464 shares (-5.8%) vs Mar 31, 2022
0.5% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
5,187,254 shares short
-1,431,199 shares (-21.6%) vs Mar 15, 2022
0.6% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
6,618,453 shares short
+761,007 shares (+13%) vs Feb 28, 2022
0.7% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
5,857,446 shares short
+56,168 shares (+1%) vs Feb 15, 2022
0.6% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
5,801,278 shares short
+448,528 shares (+8.4%) vs Jan 31, 2022
0.6% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
5,352,750 shares short
+20,594 shares (+0.4%) vs Jan 14, 2022
0.6% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
5,332,156 shares short
+23,819 shares (+0.4%) vs Dec 31, 2021
0.6% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
5,308,337 shares short
-100,646 shares (-1.9%) vs Dec 15, 2021
0.6% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
5,408,983 shares short
-328,587 shares (-5.7%) vs Nov 30, 2021
0.6% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
5,737,570 shares short
-181,899 shares (-3.1%) vs Nov 15, 2021
0.6% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
5,919,469 shares short
-776,217 shares (-11.6%) vs Oct 29, 2021
0.7% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
6,695,686 shares short
+781,628 shares (+13.2%) vs Oct 15, 2021
0.7% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
5,914,058 shares short
-420,003 shares (-6.6%) vs Sep 30, 2021
0.7% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
6,334,061 shares short
+113,933 shares (+1.8%) vs Sep 15, 2021
0.7% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
6,220,128 shares short
-173,551 shares (-2.7%) vs Aug 31, 2021
0.7% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
6,393,679 shares short
-147,933 shares (-2.3%) vs Aug 13, 2021
0.7% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
6,541,612 shares short
-48,217 shares (-0.7%) vs Jul 30, 2021
0.7% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
6,589,829 shares short
+60,991 shares (+0.9%) vs Jul 15, 2021
0.7% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
6,528,838 shares short
+267,268 shares (+4.3%) vs Jun 30, 2021
0.7% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
6,261,570 shares short
-139,274 shares (-2.2%) vs Jun 15, 2021
0.7% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
6,400,844 shares short
-480,689 shares (-7%) vs May 14, 2021
0.7% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
6,881,533 shares short
-148,657 shares (-2.1%) vs Apr 30, 2021
0.8% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
7,030,190 shares short
+389,619 shares (+5.9%) vs Apr 15, 2021
0.8% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
6,640,571 shares short
-797,470 shares (-10.7%) vs Mar 31, 2021
0.7% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
7,438,041 shares short
+553,093 shares (+8%) vs Mar 15, 2021
0.8% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
6,884,948 shares short
+1,534,071 shares (+28.7%) vs Feb 26, 2021
0.8% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
5,350,877 shares short
-1,193,318 shares (-18.2%) vs Jan 29, 2021
0.6% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
6,544,195 shares short
+328,892 shares (+5.3%) vs Jan 15, 2021
0.7% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
6,215,303 shares short
0.7% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
Through Nov 14, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 74 dividends and 5 splits
| Ex-date | Event | Recorded detail |
|---|---|---|
| Dec 7, 2026 | Cash dividend | USD 2.32 per shareRecorded pay date: Dec 15, 2026 (pending)Declared · future ex-date |
| Sep 14, 2026 | Cash dividend | USD 2.32 per shareRecorded pay date: Sep 22, 2026 (past date) |
| Jun 15, 2026 | Cash dividend | USD 2.32 per shareRecorded pay date: Jun 23, 2026 (past date) |
| Mar 9, 2026 | Cash dividend | USD 2.21 per shareRecorded pay date: Mar 17, 2026 (past date) |
| Dec 8, 2025 | Cash dividend | USD 2.21 per shareRecorded pay date: Dec 16, 2025 (past date) |
| Sep 15, 2025 | Cash dividend | USD 2.21 per shareRecorded pay date: Sep 23, 2025 (past date) |
| Jun 16, 2025 | Cash dividend | USD 2.21 per shareRecorded pay date: Jun 24, 2025 (past date) |
| Mar 10, 2025 | Cash dividend | USD 2.1 per shareRecorded pay date: Mar 18, 2025 (past date) |
| Dec 9, 2024 | Cash dividend | USD 2.1 per shareRecorded pay date: Dec 17, 2024 (past date) |
| Sep 16, 2024 | Cash dividend | USD 2.1 per shareRecorded pay date: Sep 24, 2024 (past date) |
| Jun 17, 2024 | Cash dividend | USD 2.1 per shareRecorded pay date: Jun 25, 2024 (past date) |
| Mar 8, 2024 | Cash dividend | USD 1.88 per shareRecorded pay date: Mar 19, 2024 (past date) |
| Dec 1, 2023 | Cash dividend | USD 1.88 per shareRecorded pay date: Dec 12, 2023 (past date) |
| Sep 8, 2023 | Cash dividend | USD 1.88 per shareRecorded pay date: Sep 19, 2023 (past date) |
| Jun 15, 2023 | Cash dividend | USD 1.88 per shareRecorded pay date: Jun 27, 2023 (past date) |
| Mar 10, 2023 | Cash dividend | USD 1.65 per shareRecorded pay date: Mar 21, 2023 (past date) |
| Dec 2, 2022 | Cash dividend | USD 1.65 per shareRecorded pay date: Dec 13, 2022 (past date) |
| Sep 9, 2022 | Cash dividend | USD 1.65 per shareRecorded pay date: Sep 20, 2022 (past date) |
| Jun 16, 2022 | Cash dividend | USD 1.65 per shareRecorded pay date: Jun 28, 2022 (past date) |
| Mar 11, 2022 | Cash dividend | USD 1.45 per shareRecorded pay date: Mar 22, 2022 (past date) |
| Dec 3, 2021 | Cash dividend | USD 1.45 per shareRecorded pay date: Dec 14, 2021 (past date) |
| Sep 10, 2021 | Cash dividend | USD 1.45 per shareRecorded pay date: Sep 21, 2021 (past date) |
| Jun 18, 2021 | Cash dividend | USD 1.45 per shareRecorded pay date: Jun 29, 2021 (past date) |
| Mar 12, 2021 | Cash dividend | USD 1.25 per shareRecorded pay date: Mar 23, 2021 (past date) |
| Dec 4, 2020 | Cash dividend | USD 1.25 per shareRecorded pay date: Dec 15, 2020 (past date) |
| Sep 11, 2020 | Cash dividend | USD 1.25 per shareRecorded pay date: Sep 22, 2020 (past date) |
| Jun 19, 2020 | Cash dividend | USD 1.25 per shareRecorded pay date: Jun 30, 2020 (past date) |
| Mar 13, 2020 | Cash dividend | USD 1.08 per shareRecorded pay date: Mar 24, 2020 (past date) |
| Dec 6, 2019 | Cash dividend | USD 1.08 per shareRecorded pay date: Dec 17, 2019 (past date) |
| Sep 13, 2019 | Cash dividend | USD 1.08 per shareRecorded pay date: Sep 24, 2019 (past date) |
| Jun 14, 2019 | Cash dividend | USD 1.08 per shareRecorded pay date: Jun 25, 2019 (past date) |
| Mar 8, 2019 | Cash dividend | USD 0.9 per shareRecorded pay date: Mar 19, 2019 (past date) |
| Nov 30, 2018 | Cash dividend | USD 0.9 per shareRecorded pay date: Dec 13, 2018 (past date) |
| Sep 6, 2018 | Cash dividend | USD 0.9 per shareRecorded pay date: Sep 18, 2018 (past date) |
| Jun 15, 2018 | Cash dividend | USD 0.9 per shareRecorded pay date: Jun 26, 2018 (past date) |
| Mar 8, 2018 | Cash dividend | USD 0.75 per shareRecorded pay date: Mar 20, 2018 (past date) |
| Nov 30, 2017 | Cash dividend | USD 0.75 per shareRecorded pay date: Dec 12, 2017 (past date) |
| Sep 7, 2017 | Cash dividend | USD 0.75 per shareRecorded pay date: Sep 19, 2017 (past date) |
| Jun 15, 2017 | Cash dividend | USD 0.75 per shareRecorded pay date: Jun 27, 2017 (past date) |
| Mar 8, 2017 | Cash dividend | USD 0.625 per shareRecorded pay date: Mar 21, 2017 (past date) |
| Nov 30, 2016 | Cash dividend | USD 0.625 per shareRecorded pay date: Dec 13, 2016 (past date) |
| Sep 7, 2016 | Cash dividend | USD 0.625 per shareRecorded pay date: Sep 20, 2016 (past date) |
| Jun 15, 2016 | Cash dividend | USD 0.625 per shareRecorded pay date: Jun 28, 2016 (past date) |
| Mar 9, 2016 | Cash dividend | USD 0.5 per shareRecorded pay date: Mar 22, 2016 (past date) |
| Dec 2, 2015 | Cash dividend | USD 0.5 per shareRecorded pay date: Dec 15, 2015 (past date) |
| Sep 9, 2015 | Cash dividend | USD 0.5 per shareRecorded pay date: Sep 22, 2015 (past date) |
| Jun 11, 2015 | Cash dividend | USD 0.5 per shareRecorded pay date: Jun 24, 2015 (past date) |
| Mar 11, 2015 | Cash dividend | USD 0.375 per shareRecorded pay date: Mar 24, 2015 (past date) |
| Dec 3, 2014 | Cash dividend | USD 0.375 per shareRecorded pay date: Dec 16, 2014 (past date) |
| Sep 10, 2014 | Cash dividend | USD 0.375 per shareRecorded pay date: Sep 23, 2014 (past date) |
| Jun 12, 2014 | Cash dividend | USD 0.375 per shareRecorded pay date: Jun 25, 2014 (past date) |
| Mar 12, 2014 | Cash dividend | USD 0.28 per shareRecorded pay date: Mar 25, 2014 (past date) |
| Dec 4, 2013 | Cash dividend | USD 0.28 per shareRecorded pay date: Dec 17, 2013 (past date) |
| Sep 11, 2013 | Cash dividend | USD 0.28 per shareRecorded pay date: Sep 24, 2013 (past date) |
| Jun 13, 2013 | Cash dividend | USD 0.28 per shareRecorded pay date: Jun 26, 2013 (past date) |
| Mar 13, 2013 | Cash dividend | USD 0.2125 per shareRecorded pay date: Mar 26, 2013 (past date) |
| Dec 7, 2012 | Cash dividend | USD 0.2125 per shareRecorded pay date: Dec 21, 2012 (past date) |
| Sep 12, 2012 | Cash dividend | USD 0.2125 per shareRecorded pay date: Sep 21, 2012 (past date) |
| Jun 13, 2012 | Cash dividend | USD 0.2125 per shareRecorded pay date: Jun 22, 2012 (past date) |
| Mar 1, 2012 | Cash dividend | USD 0.1625 per shareRecorded pay date: Mar 19, 2012 (past date) |
| Dec 5, 2011 | Cash dividend | USD 0.1625 per shareRecorded pay date: Dec 21, 2011 (past date) |
| Sep 2, 2011 | Cash dividend | USD 0.1625 per shareRecorded pay date: Sep 21, 2011 (past date) |
| Jun 3, 2011 | Cash dividend | USD 0.1625 per shareRecorded pay date: Jun 21, 2011 (past date) |
| Mar 3, 2011 | Cash dividend | USD 0.125 per shareRecorded pay date: Mar 21, 2011 (past date) |
| Dec 3, 2010 | Cash dividend | USD 0.125 per shareRecorded pay date: Dec 21, 2010 (past date) |
| Sep 10, 2010 | Cash dividend | USD 0.125 per shareRecorded pay date: Sep 28, 2010 (past date) |
| Jun 3, 2010 | Cash dividend | USD 0.125 per shareRecorded pay date: Jun 21, 2010 (past date) |
| Apr 1, 2010 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 20, 2010 (past date) |
| Mar 31, 2009 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 16, 2009 (past date) |
| Mar 31, 2008 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 16, 2008 (past date) |
| Mar 29, 2007 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 16, 2007 (past date) |
| Mar 30, 2006 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 17, 2006 (past date) |
| May 31, 2005 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Mar 30, 2005 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 18, 2005 (past date) |
| Mar 30, 2004 | Cash dividend | USD 0.03 per shareRecorded pay date: Apr 16, 2004 (past date) |
| Jun 19, 2003 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Dec 26, 2000 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Mar 11, 1994 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
| Sep 16, 1992 | Forward split | 2 for 1Each 1 pre-split share becomes 2 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Portfolio context
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We’ll show you if UNH is in your portfolio and how much it contributes.
Sign inMarket context
Smart money context
Holder IQ: MEDIUM
390 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 12, 2026
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: sell 81 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Largest 13-F holders · Q2 2026
3,411 filers reported a long position in UNH for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
44.4%
of the 785.5M shares 13-F filers reported
Moves vs Q1 2026
8 added2 trimmed
Net shares held
+7.4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $31.9B · 76.9M shares | 76.9M | +4.6% |
| 2 | Vanguard Capital Management LLC | $24.7B · 59.3M shares | 59.3M | +0.7% |
| 3 | State Street Corp | $19B · 45.6M shares | 45.6M | +0.7% |
| 4 | Capital World Investors | $12.4B · 29.9M shares | 29.9M | +7.6% |
| 5 | FMR LLC | $11.6B · 28M shares | 28M | +132.9% |
| 6 | Vanguard Portfolio Management LLC | $10.2B · 24.5M shares | 24.5M | +1.9% |
| 7 | Price T Rowe Associates Inc | $9.6B · 23.2M shares | 23.2M | +10.9% |
| 8 | Geode Capital Management, LLC | $9B · 21.8M shares | 21.8M | -4.5% |
| 9 | JPMorgan Chase & Co | $8.5B · 20.2M shares | 20.2M | +6% |
| 10 | Charles Schwab Investment Management Inc | $8.2B · 19.8M shares | 19.8M | -4.7% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of UNH file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 7, 2026 | State Street Corp13G · passive | 5% |
| Apr 30, 2026 | Vanguard Capital Management LLC13G · passive | 7.5% |
| Mar 27, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of UNH’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -0.68%
- Style leanings
- -2.63%
- Unexplained residual
- +2.93%
- Stock move
- -0.38%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-14T15:32:57.141Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -1.29% | -1.05% | -0.30% | +0.07% | |
| +1.36% | +0.36% | +0.08% | +0.92% | |
| +3.04% | +0.43% | +0.30% | +2.31% | |
| -0.54% | +0.49% | +0.01% | -1.04% | |
| +1.91% | -1.09% | -0.88% | +3.89% | |
| -1.62% | -0.46% | -0.05% | -1.11% | |
| -1.77% | +0.50% | -0.29% | -1.98% | |
| -0.08% | +0.68% | -0.27% | -0.49% | |
| -0.80% | +0.37% | -0.01% | -1.16% | |
| +0.94% | -0.46% | +0.32% | +1.07% | |
| -0.96% | -1.77% | +0.04% | +0.77% | |
| -1.60% | -0.24% | +0.16% | -1.53% | |
| +1.00% | +0.35% | +0.49% | +0.16% | |
| +1.22% | +1.75% | +0.39% | -0.92% | |
| -3.34% | -3.95% | -0.89% | +1.50% | |
| -0.40% | +0.71% | -0.06% | -1.05% | |
| +0.88% | +2.42% | -0.67% | -0.86% | |
| +1.89% | -0.29% | -0.45% | +2.63% | |
| -0.54% | +1.19% | -0.42% | -1.31% | |
| +0.54% | -0.45% | -0.10% | +1.10% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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