UnitedHealth shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 80k | 345.30 |
| 2025-06-30 | $25M | 79k | 311.97 |
| 2025-03-31 | $39M | 74k | 523.74 |
| 2024-12-31 | $35M | 68k | 505.86 |
| 2024-09-30 | $39M | 67k | 584.69 |
| 2024-06-30 | $35M | 68k | 509.25 |
| 2024-03-31 | $32M | 65k | 494.71 |
| 2023-12-31 | $34M | 64k | 526.46 |
| 2023-09-30 | $33M | 65k | 504.20 |
| 2023-06-30 | $31M | 65k | 480.64 |
| 2023-03-31 | $30M | 64k | 472.59 |
| 2022-12-31 | $32M | 61k | 530.19 |
| 2022-09-30 | $32M | 63k | 505.03 |
| 2022-06-30 | $33M | 65k | 513.63 |
| 2022-03-31 | $33M | 66k | 509.97 |
| 2021-12-31 | $34M | 67k | 502.15 |
| 2021-09-30 | $27M | 69k | 390.73 |
| 2021-06-30 | $28M | 69k | 400.45 |
| 2021-03-31 | $26M | 71k | 372.07 |
| 2020-12-31 | $25M | 71k | 350.68 |
| 2020-09-30 | $22M | 72k | 311.78 |
| 2020-06-30 | $22M | 73k | 294.95 |
| 2020-03-31 | $18M | 74k | 249.38 |
| 2019-12-31 | $22M | 74k | 293.98 |
| 2019-09-30 | $16M | 73k | 217.32 |
| 2019-06-30 | $17M | 69k | 244.01 |
| 2019-03-31 | $14M | 58k | 247.25 |
| 2018-12-31 | $12M | 49k | 249.11 |
| 2018-09-30 | $11M | 43k | 266.05 |
| 2018-06-30 | $9.8M | 40k | 245.35 |
| 2018-03-31 | $7.7M | 36k | 214.00 |
| 2017-12-31 | $5.5M | 25k | 220.44 |
| 2017-09-30 | $4.1M | 21k | 195.85 |
| 2017-06-30 | $3.6M | 20k | 185.43 |
| 2017-03-31 | $3.3M | 20k | 163.99 |
| 2016-12-31 | $3.0M | 19k | 160.03 |
| 2016-09-30 | $2.2M | 16k | 140.01 |
| 2016-06-30 | $1.6M | 11k | 141.22 |
| 2016-03-31 | $1.4M | 11k | 128.88 |
| 2015-12-31 | $703k | 6.0k | 117.70 |
| 2015-09-30 | $211k | 1.8k | 115.74 |
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