SEC 13F Intelligence

Barrow Hanley Mewhinney & Strauss LLC / UNH

Barrow Hanley Mewhinney & Strauss LLC’s Unitedhealth Group Inc Position

Does Barrow Hanley Mewhinney & Strauss LLC own Unitedhealth Group Inc (UNH)? Yes — 1.33M shares worth $361M (+1.18% of its 13F portfolio) as of Q1 2026, up from 1.29M shares the prior filed quarter.

Position Value
$361M
Q1 2026
Shares
1.33M
% of Portfolio
+1.18%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $271MQ4 ’18Q1 ’19: $258MQ2 ’19: $416MQ3 ’19: $385MQ4 ’19: $640MQ4 ’19Q1 ’20: $559MQ2 ’20: $493MQ3 ’20: $464MQ4 ’20: $459MQ4 ’20Q1 ’21: $466MQ2 ’21: $532MQ3 ’21: $498MQ4 ’21: $636MQ4 ’21Q1 ’22: $617MQ2 ’22: $603MQ3 ’22: $577MQ4 ’22: $577MQ4 ’22Q1 ’23: $472MQ2 ’23: $453MQ3 ’23: $453MQ4 ’23: $442MQ4 ’23Q1 ’24: $335MQ2 ’24: $357MQ3 ’24: $406MQ4 ’24: $363MQ4 ’24Q1 ’25: $538MQ2 ’25: $313MQ3 ’25: $348MQ4 ’25: $427MQ4 ’25Q1 ’26: $361Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.33M$361M+1.18%
Q4 20251.29M$427M+1.42%
Q3 20251.01M$348M+1.11%
Q2 20251.00M$313M+1.05%
Q1 20251.03M$538M+1.95%
Q4 2024716.6K$363M+1.24%
Q3 2024695.2K$406M+1.33%
Q2 2024700.9K$357M+1.22%
Q1 2024677.7K$335M+1.13%
Q4 2023839.4K$442M+1.55%
Q3 2023898.3K$453M+1.73%
Q2 2023943.0K$453M+1.69%
Q1 2023999.3K$472M+1.83%
Q4 20221.09M$577M+2.17%
Q3 20221.14M$577M+2.36%
Q2 20221.17M$603M+2.28%
Q1 20221.21M$617M+2.01%
Q4 20211.27M$636M+2.01%
Q3 20211.27M$498M+1.65%
Q2 20211.33M$532M+1.71%
Q1 20211.25M$466M+1.48%
Q4 20201.31M$459M+1.58%
Q3 20201.49M$464M+1.79%
Q2 20201.67M$493M+1.93%
Q1 20202.24M$559M+2.56%
Q4 20192.18M$640M+2.05%
Q3 20191.77M$385M+0.75%
Q2 20191.71M$416M+0.76%
Q1 20191.04M$258M+0.47%
Q4 20181.09M$271M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Barrow Hanley Mewhinney & Strauss LLC’s full portfolio or all institutional holders of UNH.