Clearbridge Investments, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1348883 NEW YORK, NY

Back to UNH Full portfolio

Position in UNH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$332,686,075

-$98,031,219 QoQ

Shares Held

1,229,484

-5.8% QoQ

Ownership

0.135%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.73382004157843.ToString("F0")% Shared 0.ToString("F0")% None 4.266179958421581.ToString("F0")%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

Clearbridge Investments, LLC holds $963,813,912 across 3 Healthcare Plans names. UNH ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	8,774,708	$630,199,527
2	UNH	Unitedhealth Group Inc This page	1,229,484	$332,686,075
3	ELV	Elevance Health, Inc.	3,171	$928,310

All Filings in UNH

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$332,686,075	1,229,484	-5.8%	Shares	Sole	2026-05-13
2025-12-31	$430,717,294	1,304,769	-8.7%	Shares	Sole	2026-02-11
2025-09-30	$493,351,173	1,428,761	-58.7%	Shares	Sole	2025-11-13
2025-06-30	$1,080,315,608	3,462,883	-15.2%	Shares	Defined	2025-08-12
2025-03-31	$2,138,360,215	4,082,788	-5.8%	Shares	Defined	2025-05-13
2024-12-31	$2,192,342,100	4,333,891	-7.8%	Shares	Defined	2025-02-12
2024-09-30	$2,748,243,319	4,700,423	-4.9%	Shares	Defined	2024-11-12
2024-06-30	$2,516,473,659	4,941,432	-5.9%	Shares	Defined	2024-08-27
2024-03-31	$2,599,053,375	5,253,797	-8.5%	Shares	Defined	2024-05-13
2023-12-31	$3,022,124,696	5,740,355	-7.8%	Shares	Sole	2024-02-09
2023-09-30	$3,138,820,727	6,225,472	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$3,022,843,491	6,289,205	-3.7%	Shares	Sole	2023-08-11
2023-03-31	$3,085,197,009	6,528,274	-5.8%	Shares	Sole	2023-05-12
2022-12-31	$3,673,582,758	6,928,935	-10.2%	Shares	Sole	2023-02-10
2022-09-30	$3,897,723,471	7,717,653	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$4,196,543,034	8,170,362	-4.6%	Shares	Sole	2022-08-11
2022-03-31	$4,367,708,950	8,564,639	-6.7%	Shares	Sole	2022-05-13
2021-12-31	$4,611,134,045	9,182,965	-3.7%	Shares	Sole	2022-02-11
2021-09-30	$3,724,257,426	9,531,293	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,818,137,736	9,534,856	-7.4%	Shares	Sole	2021-08-13
2021-03-31	$3,831,995,066	10,299,124	-2.2%	Shares	Sole	2021-05-13
2020-12-31	$3,693,530,787	10,532,482	-4.3%	Shares	Sole	2021-02-10
2020-09-30	$3,432,930,023	11,011,098	-6.0%	Shares	Sole	2020-11-12
2020-06-30	$3,453,981,300	11,710,396	+1.3%	Shares	Defined	2020-08-14
2020-03-31	$2,881,852,736	11,556,070	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.