UNH — UNITEDHEALTH GROUP INC COM

Ownership history in Grantham, Mayo, Van Otterloo & Co. LLC  ·  81 quarters on record

AI Ownership Summary

Grantham, Mayo, Van Otterloo & Co. LLC reported UNITEDHEALTH GROUP INC COM (UNH) in 81 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.69% in 2023 Q4. The latest visible filing shows UNH at 2.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grantham, Mayo, Van Otterloo & Co. LLC's position in UNITEDHEALTH GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNH was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.69% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page Grantham, Mayo, Van Otterloo & Co. LLC fund profile Grantham, Mayo, Van Otterloo & Co. LLC full holdings
How Grantham, Mayo, Van Otterloo & Co. LLC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,670,159 +3,536 +0.1% 2.25% $881.4M 2026-02-14 (Est.) $290.93
2025 Q3 ADDED 2,666,623 +525,175 +24.5% 2.60% $920.8M 2025-11-13 $327.75
2025 Q2 REDUCED 2,141,448 -82,898 -3.7% 2.01% $668.1M 2025-08-13 $266.23
2025 Q1 ADDED 2,224,346 +153,378 +7.4% 3.67% $1.17B 2025-05-14 $299.56
2024 Q4 ADDED 2,070,968 +380,459 +22.5% 3.41% $1.05B 2025-02-13 $514.41
2024 Q3 REDUCED 1,690,509 -292,023 -14.7% 3.10% $988.4M 2024-11-13 $584.50
2024 Q2 ADDED 1,982,532 +171,215 +9.5% 3.41% $1.01B 2024-08-13 $552.03
2024 Q1 ADDED 1,811,317 +222,086 +14.0% 3.26% $896.1M 2024-05-14 $491.92
2023 Q4 ADDED 1,589,231 +54,511 +3.6% 3.69% $836.7M 2024-02-13 $492.82
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 9.07% Banque de Luxembourg S.A. 3.39% Marex Group plc 2.73% TB Alternative Assets Ltd. 3Y 7Y 2.65% Palisade Asset Management, LLC 3Y 7Y 2.16% R.H. Investment Group, LLC 2.14% Cohen Capital Management, Inc. 3Y 7Y 2.12% Victrix Investment Advisors 2.12% Sivik Global Healthcare LLC 3Y 7Y 2.05% Allen Mooney & Barnes Investment Advisors LLC 2.03%

FAQ About Grantham, Mayo, Van Otterloo & Co. LLC and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grantham, Mayo, Van Otterloo & Co. LLC reported owning UNH?

Grantham, Mayo, Van Otterloo & Co. LLC reported UNH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNH position in Grantham, Mayo, Van Otterloo & Co. LLC's portfolio?

The largest reported portfolio weight for UNH was 3.69% in 2023 Q4.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when Grantham, Mayo, Van Otterloo & Co. LLC reported 2,670,159 shares, equal to 2.25% of portfolio, with an estimated market value of $881.4M.

What does the chart on this UNH ownership page compare?

The chart compares Grantham, Mayo, Van Otterloo & Co. LLC's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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