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Disclosery

Franklin Resources: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on UNH, newest first. How the timeline and the estimate are built.

Franklin Resources held 9,396,409 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,396,409 shares
    Change vs previous 13F +2,492,802 shares

    0.67% of the 13F portfolio, value $3,905,429,450.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,643,789 shares
    • Clearbridge Investments, LLC: 752,620 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,903,607 shares
    Change vs previous 13F -820,865 shares

    0.36% of the 13F portfolio, value $1,868,046,798.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 5,674,123 shares
    • Clearbridge Investments, LLC: 1,229,484 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,724,472 shares
    Change vs previous 13F +459,234 shares

    0.48% of the 13F portfolio, value $2,549,925,641.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 6,419,703 shares
    • Clearbridge Investments, LLC: 1,304,769 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,265,238 shares
    Change vs previous 13F -1,075,084 shares

    0.47% of the 13F portfolio, value $2,508,686,568.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 5,836,477 shares
    • Clearbridge Investments, LLC: 1,428,761 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,340,322 shares
    Change vs previous 13F -5,144,905 shares

    0.52% of the 13F portfolio, value $2,601,930,359.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 4,877,439 shares
    • Brandywine Global Investment Management, LLC: 0 shares
    • Clearbridge Investments, LLC: 3,462,883 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,485,227 shares
    Change vs previous 13F +31,774 shares

    1.49% of the 13F portfolio, value $7,062,887,961.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,849,228 shares
    • Brandywine Global Investment Management, LLC: 553,211 shares
    • Clearbridge Investments, LLC: 4,082,788 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,453,453 shares
    Change vs previous 13F +691,114 shares

    1.37% of the 13F portfolio, value $6,805,564,028.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,923,770 shares
    • Brandywine Global Investment Management, LLC: 195,792 shares
    • Clearbridge Investments, LLC: 4,333,891 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 12,762,339 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $7,632,262,207.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,061,916 shares
    • Clearbridge Investments, LLC: 4,700,423 shares

    Acceptance time not in the bulk data set (spec §4.2).