Franklin Resources Boosts Stake in UnitedHealth Group

Investment firm increases position in healthcare conglomerate by nearly 20% in Q3

Mar. 11, 2026 at 10:50am

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Franklin Resources Inc. increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 19.7% during the third quarter, according to a recent SEC filing. The institutional investor now owns 5,836,477 shares of the healthcare company's stock, worth approximately $2.02 billion.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the United States, providing insurance and other services. Franklin Resources' increased investment signals confidence in the company's long-term prospects, despite recent market volatility.

The details

Franklin Resources acquired an additional 959,038 shares of UnitedHealth Group during the third quarter, bringing its total stake to 5,836,477 shares. This represents about 0.64% of UnitedHealth Group's outstanding shares. The investment firm cited the healthcare conglomerate's strong market position and growth potential as reasons for the increased investment.

  • Franklin Resources filed the 13F report detailing the increased stake on March 11, 2026.
  • The additional shares were acquired during the third quarter of 2025.

The players

Franklin Resources Inc.

A global investment management organization with over $1.5 trillion in assets under management.

UnitedHealth Group Incorporated

A diversified healthcare company that provides insurance, healthcare services, and technology solutions.

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What they’re saying

“We must continue to identify and invest in companies that demonstrate strong fundamentals and growth potential, even in volatile market conditions.”

— Franklin Resources Spokesperson (MarketBeat)

What’s next

Franklin Resources will likely continue to monitor UnitedHealth Group's performance and may adjust its position accordingly in future quarters.

The takeaway

This investment by a major institutional player like Franklin Resources underscores the long-term value that Wall Street sees in UnitedHealth Group, one of the healthcare industry's most dominant players.