Jeremy Grantham's UNH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.7M shares of UnitedHealth Group Incorporated (UNH) worth $920.79 M, representing 2.60% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 1.6M shares. Largest reduction occurred in Q1 2016, reducing 1.4M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5.63 M | Add 0.00% | 5.63 M | $65.48 |
| Q3 2013 | +983,995 | Add 17.49% | 6.61 M | $71.61 |
| Q4 2013 | +1.06 M | Add 15.96% | 7.66 M | $75.30 |
| Q1 2014 | -316,458 | Reduce 4.13% | 7.35 M | $81.99 |
| Q2 2014 | -927,704 | Reduce 12.63% | 6.42 M | $81.75 |
| Q3 2014 | -435,556 | Reduce 6.78% | 5.98 M | $86.25 |
| Q4 2014 | -206,670 | Reduce 3.45% | 5.78 M | $101.09 |
| Q1 2015 | -1.11 M | Reduce 19.29% | 4.66 M | $118.29 |
| Q2 2015 | +1.62 M | Add 34.78% | 6.29 M | $122.00 |
| Q3 2015 | +278,071 | Add 4.42% | 6.56 M | $116.01 |
| Q4 2015 | -336,807 | Reduce 5.13% | 6.23 M | $117.64 |
| Q1 2016 | -1.42 M | Reduce 22.73% | 4.81 M | $128.90 |
| Q2 2016 | +499,594 | Add 10.38% | 5.31 M | $141.20 |
| Q3 2016 | -781,678 | Reduce 14.72% | 4.53 M | $140.00 |
| Q4 2016 | -627,072 | Reduce 13.84% | 3.9 M | $160.04 |
| Q1 2017 | -381,090 | Reduce 9.76% | 3.52 M | $164.01 |
| Q2 2017 | +65,329 | Add 1.86% | 3.59 M | $185.42 |
| Q3 2017 | -716,816 | Reduce 19.98% | 2.87 M | $195.85 |
| Q4 2017 | -210,519 | Reduce 7.33% | 2.66 M | $220.46 |
| Q1 2018 | +106,071 | Add 3.99% | 2.77 M | $214.00 |
| Q2 2018 | -800,328 | Reduce 28.94% | 1.97 M | $245.34 |
| Q3 2018 | -394,801 | Reduce 20.09% | 1.57 M | $266.04 |
| Q4 2018 | -390,189 | Reduce 24.84% | 1.18 M | $249.12 |
| Q1 2019 | -131,573 | Reduce 11.15% | 1.05 M | $247.26 |
| Q2 2019 | +282,967 | Add 26.98% | 1.33 M | $244.01 |
| Q3 2019 | +226,748 | Add 17.03% | 1.56 M | $217.32 |
| Q4 2019 | -7,747 | Reduce 0.50% | 1.55 M | $293.98 |
| Q1 2020 | -91,341 | Reduce 5.89% | 1.46 M | $249.38 |
| Q2 2020 | +58,271 | Add 3.99% | 1.52 M | $294.95 |
| Q3 2020 | +47,577 | Add 3.13% | 1.57 M | $311.77 |
| Q4 2020 | -1,552 | Reduce 0.10% | 1.56 M | $350.68 |
| Q1 2021 | -91,257 | Reduce 5.84% | 1.47 M | $372.07 |
| Q2 2021 | +3,348 | Add 0.23% | 1.48 M | $400.44 |
| Q3 2021 | +70,434 | Add 4.77% | 1.55 M | $390.74 |
| Q4 2021 | -15,541 | Reduce 1.01% | 1.53 M | $502.14 |
| Q1 2022 | -91,480 | Reduce 5.98% | 1.44 M | $509.97 |
| Q2 2022 | -344,391 | Reduce 23.93% | 1.09 M | $513.63 |
| Q3 2022 | -4,242 | Reduce 0.39% | 1.09 M | $505.04 |
| Q4 2022 | -46,639 | Reduce 4.28% | 1.04 M | $530.18 |
| Q1 2023 | +84,228 | Add 8.07% | 1.13 M | $472.59 |
| Q2 2023 | +227,882 | Add 20.20% | 1.36 M | $480.64 |
| Q3 2023 | +178,597 | Add 13.17% | 1.53 M | $504.19 |
| Q4 2023 | +54,511 | Add 3.55% | 1.59 M | $526.47 |
| Q1 2024 | +222,086 | Add 13.97% | 1.81 M | $494.70 |
| Q2 2024 | +171,215 | Add 9.45% | 1.98 M | $509.26 |
| Q3 2024 | -292,023 | Reduce 14.73% | 1.69 M | $584.68 |
| Q4 2024 | +380,459 | Add 22.51% | 2.07 M | $505.86 |
| Q1 2025 | +153,378 | Add 7.41% | 2.22 M | $523.75 |
| Q2 2025 | -82,898 | Reduce 3.73% | 2.14 M | $311.97 |
| Q3 2025 | +525,175 | Add 24.52% | 2.67 M | $345.30 |
Jeremy Grantham's UnitedHealth Group Incorporated Investment FAQs
Jeremy Grantham first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 5,625,408 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held UnitedHealth Group Incorporated (UNH) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 5,625,408 shares worth $368.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,666,623 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $920.79 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 2.60% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in UnitedHealth Group Incorporated (UNH) was 7,664,565 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.