聯合健康集團公司
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionFranklin Resources Inc
Latest Disclosed Ownership5,674,123 shares
Latest Disclosed Value $ 1,535,360,847
Franklin Resources Inc reports 11.61% decrease in ownership of UNH / UnitedHealth Group Incorporated

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 5,674,123 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $1,535,360,847 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,419,703 shares of UnitedHealth Group Incorporated. This represents a change in shares of -11.61% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 5,674,123 -745,580 -11.61 1,535,361 -27.55 0.3760
2026-02-11 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 6,419,703 583,226 9.99 2,119,208 5.15 0.5199
2025-11-13 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 5,836,477 959,038 19.66 2,015,336 32.45 0.5026
2025-08-12 2025-06-30 13F UNITEDHEALTH GROUP COM 91324P102 4,877,439 -3,971,789 -44.88 1,521,615 -67.17 0.4034
2025-05-13 2025-03-31 13F UNITEDHEALTH GROUP COM 91324P102 8,849,228 -74,542 -0.84 4,634,783 2.67 1.3335
2025-02-12 2024-12-31 13F UNITEDHEALTH GROUP COM 91324P102 8,923,770 861,854 10.69 4,514,178 -7.57 1.2535
2024-11-27 2024-09-30 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 8,061,916 193,800 2.46 4,884,019 21.89 1.3716
2024-11-12 2024-09-30 13F UNITEDHEALTH GROUP COM 91324P102 8,183,794 315,678 4,954,464 0.2387
2024-08-14 2024-06-30 13F UNITEDHEALTH GROUP COM 91324P102 7,868,116 392,679 5.25 4,006,916 8.35 1.2319
2024-05-13 2024-03-31 13F UNITEDHEALTH GROUP COM 91324P102 7,475,437 2,778,195 59.15 3,698,098 49.54 1.1710
2024-02-09 2023-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,697,242 -202,439 -4.13 2,472,957 0.10 1.1563
2023-11-13 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 4,899,681 -140,255 -2.78 2,470,370 1.98 1.2553
2023-08-11 2023-06-30 13F UNITEDHEALTH GROUP COM 91324P102 5,039,936 123,729 2.52 2,422,395 4.26 1.1515
2023-05-12 2023-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,916,207 161,514 3.40 2,323,350 -7.83 1.1658
2023-02-10 2022-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,754,693 94,214 2.02 2,520,843 7.10 1.3102
2022-11-14 2022-09-30 13F UNITEDHEALTH GROUP COM 91324P102 4,660,479 -34,830 -0.74 2,353,728 -2.40 1.2826
2022-08-11 2022-06-30 13F UNITEDHEALTH GROUP COM 91324P102 4,695,309 -172,352 -3.54 2,411,651 -2.85 1.1959
2022-05-13 2022-03-31 13F UNITEDHEALTH GROUP COM 91324P102 4,867,661 106,838 2.24 2,482,362 3.84 0.9920
2022-02-11 2021-12-31 13F UNITEDHEALTH GROUP COM 91324P102 4,760,823 130,428 2.82 2,390,599 32.13 0.8622
2021-11-12 2021-09-30 13F UNITEDHEALTH GROUP COM 91324P102 4,630,395 157,294 3.52 1,809,282 1.01 0.6812
2021-08-13 2021-06-30 13F UNITEDHEALTH GROUP COM 91324P102 4,473,101 528,424 13.40 1,791,209 22.04 0.6843
2021-05-13 2021-03-31 13F UNITEDHEALTH GROUP COM 91324P102 3,944,677 522,460 15.27 1,467,697 22.30 0.5972
2021-02-10 2020-12-31 13F UNITEDHEALTH GROUP COM 91324P102 3,422,217 306,917 9.85 1,200,101 23.56 0.5079
2020-11-12 2020-09-30 13F UNITEDHEALTH GROUP COM 91324P102 3,115,300 280,544 9.90 971,257 11.71 0.4703
2020-08-13 2020-06-30 13F UNITEDHEALTH GROUP COM 91324P102 2,834,756 392,500 16.07 869,447 42.75 0.4479
2020-05-13 2020-03-31 13F UNITEDHEALTH GROUP COM 91324P102 2,442,256 943,181 62.92 609,057 38.21 0.4066
2020-03-11 2019-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 1,499,075 -1,496 -0.10 440,684 35.14 0.2315
2020-02-12 2019-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,499,075 -1,496 440,684 55,664.4226
2019-11-14 2019-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,500,571 -113,692 -7.04 326,086 -17.22 0.1771
2019-08-14 2019-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,614,263 -7,012 -0.43 393,916 -1.73 0.2095
2019-05-15 2019-03-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 1,621,275 46,101 2.93 400,840 2.16 0.2147
2019-05-14 2019-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,621,275 46,101 400,840
2019-02-12 2018-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,575,174 -27,257 -1.70 392,374 -7.96 0.2368
2018-11-13 2018-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,602,431 28,068 1.78 426,295 10.38 0.2122
2018-08-14 2018-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,574,363 86,242 5.80 386,219 21.28 0.1981
2018-05-10 2018-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,488,121 38,293 2.64 318,463 -0.38 0.1614
2018-02-14 2017-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,449,828 134,785 10.25 319,663 24.12 0.1534
2017-11-13 2017-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,315,043 119,707 10.01 257,552 16.21 0.1263
2017-08-10 2017-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,195,336 188,584 18.73 221,632 34.23 0.1105
2017-05-12 2017-03-31 13F UNITEDHEALTH GROUP COM 91324P102 1,006,752 196,705 24.28 165,117 27.36 0.0838
2017-02-14 2016-12-31 13F UNITEDHEALTH GROUP COM 91324P102 810,047 291,423 56.19 129,646 78.56 0.0671
2016-11-14 2016-09-30 13F UNITEDHEALTH GROUP COM 91324P102 518,624 5,798 1.13 72,608 0.27 0.0380
2016-08-11 2016-06-30 13F UNITEDHEALTH GROUP COM 91324P102 512,826 45,339 9.70 72,410 20.16 0.0390
2016-05-10 2016-03-31 13F UNITEDHEALTH GROUP COM 91324P102 467,487 2,699 0.58 60,259 10.21 0.0320
2016-04-27 2015-12-31 13F/A-1 UNITEDHEALTH GROUP COM 91324P102 464,788 -1,229 -0.26 54,677 1.14 0.0277
2016-02-12 2015-12-31 13F UNITEDHEALTH GROUP COM 91324P102 464,788 54,677
2015-11-10 2015-09-30 13F UNITEDHEALTH GROUP COM 91324P102 466,017 53,940 13.09 54,063 7.54 0.0267
2015-08-12 2015-06-30 13F UNITEDHEALTH GROUP COM 91324P102 412,077 45,092 12.29 50,273 15.81 0.0228
2015-05-14 2015-03-31 13F UNITEDHEALTH GROUP COM 91324P102 366,985 94 0.03 43,411 17.04 0.0197
2015-02-10 2014-12-31 13F UNITEDHEALTH GROUP COM 91324P102 366,891 -5,266 -1.41 37,090 15.55 0.0168
2014-11-12 2014-09-30 13F UNITEDHEALTH GROUP COM 91324P102 372,157 -426,493 -53.40 32,099 -50.84 0.0146
2014-08-12 2014-06-30 13F UNITEDHEALTH GROUP COM 91324P102 798,650 31,456 4.10 65,290 3.79 0.0288
2014-05-13 2014-03-31 13F UNITEDHEALTH GROUP COM 91324P102 767,194 -574,762 -42.83 62,903 -37.75 0.0297
2014-02-12 2013-12-31 13F UNITEDHEALTH GROUP COM 91324P102 1,341,956 66,205 5.19 101,049 10.61 0.0494
2013-11-14 2013-09-30 13F UNITEDHEALTH GROUP COM 91324P102 1,275,751 -67,266 -5.01 91,357 3.88 0.0486
2013-08-09 2013-06-30 13F UNITEDHEALTH GROUP COM 91324P102 1,343,017 1,343,017 87,941 0.0502
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.