Fayez Sarofim & Co

Position in UNH — Unitedhealth Group Inc

CIK 937729 Houston, TX

Back to UNH Full portfolio

Position in UNH

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

Position Value

$433,964,663

-$79,074,141 QoQ

Shares Held

1,603,772

+3.2% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 13.339489653142717.ToString("F0")% Shared 79.85948127289913.ToString("F0")% None 6.801029073958144.ToString("F0")%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

Fayez Sarofim & Co holds $434,451,099 across 2 Healthcare Plans names. UNH ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,603,772	$433,964,663
2	CVS	CVS HEALTH Corp	6,773	$486,436

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	$433,964,663	1,603,772	+3.2%	Shares	Defined	2026-05-15
2025-12-31	$513,038,804	1,554,145	-1.0%	Shares	Defined	2026-02-13
2025-09-30	$542,239,092	1,570,342	+40.7%	Shares	Defined	2025-11-14
2025-06-30	$348,100,181	1,115,813	-4.1%	Shares	Defined	2025-08-14
2025-03-31	$609,430,785	1,163,591	-24.6%	Shares	Defined	2025-05-12
2024-12-31	$780,263,249	1,542,449	+3.9%	Shares	Defined	2025-02-14
2024-09-30	$868,143,971	1,484,819	+2.0%	Shares	Defined	2024-11-14
2024-06-30	$741,067,512	1,455,185	+5.0%	Shares	Defined	2024-08-14
2024-03-31	$685,475,612	1,385,639	+1.4%	Shares	Defined	2024-05-14
2023-12-31	$719,268,050	1,366,209	+6.7%	Shares	Defined	2024-02-15
2023-09-30	$645,869,909	1,281,005	+14.8%	Shares	Defined	2023-11-15
2023-06-30	$536,143,344	1,115,478	+3.8%	Shares	Defined	2023-08-14
2023-03-31	$507,746,441	1,074,391	+6.2%	Shares	Defined	2023-05-11
2022-12-31	$536,229,352	1,011,410	+2.7%	Shares	Defined	2023-02-13
2022-09-30	$497,418,440	984,909	-2.3%	Shares	Defined	2022-11-15
2022-06-30	$517,746,742	1,008,015	+0.6%	Shares	Defined	2022-08-12
2022-03-31	$510,753,312	1,001,536	-1.2%	Shares	Defined	2022-05-16
2021-12-31	$509,194,060	1,014,048	-1.3%	Shares	Defined	2022-02-11
2021-09-30	$401,594,756	1,027,780	+7.4%	Shares	Defined	2021-11-15
2021-06-30	$383,185,440	956,911	+1.4%	Shares	Defined	2021-08-13
2021-03-31	$351,185,337	943,869	+0.1%	Shares	Defined	2021-05-13
2020-12-31	$330,770,492	943,226	+0.8%	Shares	Defined	2021-02-11
2020-09-30	$291,677,668	935,554	+1.4%	Shares	Defined	2020-11-13
2020-06-30	$272,142,695	922,674	+29.7%	Shares	Defined	2020-08-11
2020-03-31	$177,390,228	711,325	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.