DIMENSIONAL FUND ADVISORS LP

Position in UNH — Unitedhealth Group Inc

CIK 354204 AUSTIN, TX

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,946,185,809

+$593,218,764 QoQ

Shares Held

4,682,496

-6.4% QoQ

Ownership

0.522%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#33

of 3,364 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 9% None 9%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,169,525,444 across 11 Healthcare Plans names. UNH ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,682,496	$1,946,185,809
2	CVS	CVS HEALTH Corp	7,381,983	$763,666,138
3	CI	Cigna Group	2,512,025	$692,515,050
4	ELV	Elevance Health, Inc.	1,554,359	$601,117,254
5	HUM	Humana Inc	1,122,669	$445,946,577
6	MOH	Molina Healthcare, Inc.	1,393,338	$318,656,399
7	CNC	Centene Corp	2,994,644	$192,226,196
8	OSCR	Oscar Health, Inc.	3,571,731	$101,865,767

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,946,185,809	4,682,496	-6.4%	Shares	Sole	2026-08-11
2026-03-31	$1,352,967,045	5,000,063	-5.1%	Shares	Sole	2026-05-07
2025-12-31	$1,738,417,027	5,266,175	-2.1%	Shares	Sole	2026-02-12
2025-09-30	$1,858,147,349	5,381,255	-2.5%	Shares	Sole	2025-11-12
2025-06-30	$1,721,276,067	5,517,441	+6.2%	Shares	Sole	2025-08-12
2025-03-31	$2,722,152,390	5,197,427	+19.3%	Shares	Sole	2025-05-13
2024-12-31	$2,204,752,867	4,358,425	+8.6%	Shares	Sole	2025-02-13
2024-09-30	$2,347,106,062	4,014,343	+5.2%	Shares	Sole	2024-11-07
2024-06-30	$1,943,465,510	3,816,254	+30.0%	Shares	Sole	2024-08-09
2024-03-31	$1,452,474,322	2,936,071	+16.0%	Shares	Sole	2024-05-10
2023-12-31	$1,332,073,865	2,530,199	+0.7%	Shares	Sole	2024-02-07
2023-09-30	$1,267,198,371	2,513,335	+2.5%	Shares	Sole	2023-11-09
2023-06-30	$1,178,225,993	2,451,369	+3.2%	Shares	Sole	2023-08-09
2023-03-31	$1,122,716,465	2,375,667	+5.1%	Shares	Sole	2023-05-12
2022-12-31	$1,198,033,429	2,259,673	-8.6%	Shares	Sole	2023-02-09
2022-09-30	$1,248,240,195	2,471,567	-9.6%	Shares	Defined	2022-11-10
2022-06-30	$1,403,754,897	2,733,008	-8.0%	Shares	Sole	2022-08-12
2022-03-31	$1,514,774,090	2,970,320	-4.6%	Shares	Defined	2022-05-13
2021-12-31	$1,563,315,474	3,113,306	-5.9%	Shares	Defined	2022-02-09
2021-09-30	$1,293,161,844	3,309,520	+1.4%	Shares	Defined	2021-11-12
2021-06-30	$1,307,127,059	3,264,227	-3.9%	Shares	Defined	2021-08-12
2021-03-31	$1,263,647,946	3,396,264	+4.8%	Shares	Defined	2021-05-14
2020-12-31	$1,136,014,884	3,239,463	+6.2%	Shares	Defined	2021-03-08
2020-09-30	$950,973,636	3,050,241	+2.4%	Shares	Defined	2020-11-12
2020-06-30	$878,676,991	2,979,071	-1.0%	Shares	Defined	2020-08-13
2020-03-31	$750,373,696	3,008,957	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.