Senator Investment Group LP: UNITEDHEALTH GROUP INC (UNH): Quarterly 13F Position History
As of Q2 2026, Senator Investment Group LP reported 186,677 shares of UNITEDHEALTH GROUP INC (UNH), worth $77.6M and representing 2.8% of its 13F equity book. Quarter-over-quarter share count change: + 151,677 (+433.4%) . The position first appeared in Q4 2018 and has been disclosed across 31 13F-HR filings in Pactolio's tracked window.
- 186,677Shares Held (Latest Filing)
- $77.6MReported Market Value (Latest Filing)
- 2.8%Portfolio Weight (% of 13F Equity Book)
- +151,677Quarter-over-Quarter Share Change
- +$68.1MQuarter-over-Quarter Value Change
- 750,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 31 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 186,677 | +151,677 | +433.4% | $77.6M | 2.8% | $415.6 |
| Q1 2026 | 35,000 | 40,000 | -53.3% | $9.5M | 0.4% | $270.6 |
| Q4 2025 | 75,000 | +75,000 | – | $24.8M | 1.0% | $330.1 |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 75,000 | -100.0% | $0 | 0.0% | – |
| Q4 2024 | 75,000 | +75,000 | – | $37.9M | 1.1% | $505.9 |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 300,000 | -100.0% | $0 | 0.0% | – |
| Q1 2022 | 300,000 | +50,000 | +20.0% | $153.0M | 4.7% | $510.0 |
| Q4 2021 | 250,000 | 50,000 | -16.7% | $125.5M | 2.4% | $502.1 |
| Q3 2021 | 300,000 | 0 | – | $117.2M | 2.0% | $390.7 |
| Q2 2021 | 300,000 | 200,000 | -40.0% | $120.1M | 2.3% | $400.4 |
| Q1 2021 | 500,000 | +250,000 | +100.0% | $186.0M | 3.8% | $372.1 |
| Q4 2020 | 250,000 | +250,000 | – | $87.7M | 1.7% | $350.7 |
| Q3 2020 | 0 | 150,000 | -100.0% | $0 | 0.0% | – |
| Q2 2020 | 150,000 | 560,000 | -78.9% | $44.2M | 1.5% | $294.9 |
| Q1 2020 | 710,000 | +410,000 | +136.7% | $177.1M | 6.4% | $249.4 |
| Q4 2019 | 300,000 | +300,000 | – | $88.2M | 2.4% | $294.0 |
| Q3 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2019 | 0 | 750,000 | -100.0% | $0 | 0.0% | – |
| Q4 2018 | 750,000 | – | – | $186.8M | 5.2% | $249.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Senator Investment Group LP first disclose a UNH position in 13F-HR filings?
Senator Investment Group LP first reported UNITEDHEALTH GROUP INC (UNH) on its 13F-HR filing for the period ending 2018-12-31 (Q4 2018). The position has appeared on 31 reported quarters within Pactolio's tracked window.
What was Senator Investment Group LP's most recent quarter-over-quarter share-count change in UNH?
Between Q1 2026 and Q2 2026, Senator Investment Group LP added 151,677 shares of UNH (+433.4%), bringing the total reported position to 186,677 shares at a market value of $77.6M.
Does the implied price-per-share represent Senator Investment Group LP's cost basis in UNH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.