CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in UNH — Unitedhealth Group Inc

CIK 884546 SAN FRANCISCO, CA

Back to UNH Full portfolio

Position in UNH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,633,076,323

+$2,846,831,725 QoQ

Shares Held

20,817,755

+146.6% QoQ

Ownership

2.29%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.7978216190939.ToString("F0")% Shared 0.ToString("F0")% None 0.20217838090610635.ToString("F0")%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $8,306,095,573 across 11 Healthcare Plans names. UNH ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	20,817,755	$5,633,076,323
2	CVS	CVS HEALTH Corp	13,674,925	$982,133,113
3	CI	Cigna Group	2,183,306	$582,396,875
4	ELV	Elevance Health, Inc.	1,770,495	$518,312,411
5	CNC	Centene Corp	6,897,612	$225,827,816
6	HUM	Humana Inc	1,286,657	$223,093,457
7	MOH	Molina Healthcare, Inc.	539,312	$71,890,289
8	ALHC	Alignment Healthcare, Inc.	1,401,658	$24,697,213

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	$5,633,076,323	20,817,755	+146.6%	Shares	Other	2026-05-15
2025-12-31	$2,786,244,598	8,440,352	+4.7%	Shares	Other	2026-02-13
2025-09-30	$2,783,773,723	8,061,899	+7.5%	Shares	Other	2025-11-10
2025-06-30	$2,340,545,253	7,502,469	+6.2%	Shares	Sole	2025-08-12
2025-03-31	$3,699,858,513	7,064,169	+13.5%	Shares	Other	2025-09-15
2024-12-31	$3,148,134,219	6,223,331	+3.0%	Shares	Other	2025-02-06
2024-09-30	$3,532,034,339	6,040,970	-7.1%	Shares	Other	2024-11-12
2024-06-30	$3,310,093,239	6,499,810	+1.9%	Shares	Other	2024-08-12
2024-03-31	$3,155,707,624	6,379,033	+6.6%	Shares	Other	2024-05-09
2023-12-31	$3,150,845,558	5,984,853	+2.4%	Shares	Sole	2024-02-06
2023-09-30	$2,946,086,536	5,843,207	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$2,795,440,690	5,816,080	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$2,732,321,145	5,781,589	+8.3%	Shares	Sole	2023-05-12
2022-12-31	$2,831,084,854	5,339,856	+2.4%	Shares	Sole	2023-02-13
2022-09-30	$2,633,167,956	5,213,781	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$2,659,835,523	5,178,505	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$2,625,003,258	5,147,368	+2.6%	Shares	Sole	2022-05-13
2021-12-31	$2,518,185,400	5,014,907	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$1,934,833,119	4,951,715	+1.7%	Shares	Sole	2021-11-16
2021-06-30	$1,950,603,306	4,871,150	+1.8%	Shares	Sole	2021-08-16
2021-03-31	$1,780,282,024	4,784,804	-2.0%	Shares	Sole	2021-05-17
2020-12-31	$1,711,707,654	4,881,110	-0.3%	Shares	Sole	2021-02-16
2020-09-30	$1,525,697,001	4,893,662	+2.1%	Shares	Sole	2020-11-13
2020-06-30	$1,414,060,203	4,794,237	+0.8%	Shares	Sole	2020-08-20
2020-03-31	$1,185,728,332	4,754,705	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.