UNH - UnitedHealth Group, Inc.
This page shows which of the focused investors we track hold UNH and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2025 it was held by 22 managers with an aggregate reported value of $7.38B, which is 0.65% of the combined portfolio.
As of Q2 2025, 22 tracked institutional managers held UNH (UnitedHealth Group, Inc.) with an aggregate reported value of $7.38B — 0.65% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Dodge & Cox - Dodge & Cox | 1.53% | Add +117.7% | 8,750,560 | $2.73B |
| 2 | Warren Buffett - Berkshire Hathaway | 0.61% | New | 5,039,564 | $1.57B |
| 3 | David Tepper - Appaloosa Management | 11.85% | Add +1300.0% | 2,450,000 | $764.33M |
| 4 | Stephen Mandel - Lone Pine Capital | 3.82% | New | 1,693,347 | $528.27M |
| 5 | Vulcan Value Partners - Vulcan Value Partners | 6.97% | Add +696.2% | 1,222,825 | $395.12M |
| 6 | Christopher Davis - Davis Advisors | 1.89% | Add +2234.9% | 1,132,885 | $353.43M |
| 7 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.26% | Add +16.6% | 1,057,160 | $329.8M |
| 8 | Ruane Cunniff LP - Ruane Cunniff LP | 4.08% | Reduce -7.1% | 763,439 | $238.17M |
| 9 | Chase Coleman - Tiger Global Management | 0.40% | - | 438,800 | $136.89M |
| 10 | Lee Ainslie - Maverick Capital | 1.08% | Add +53.9% | 226,153 | $70.55M |
| 11 | Samantha McLemore - Patient Capital Management | 2.70% | New | 191,932 | $59.88M |
| 12 | Yacktman Asset Management - Yacktman Asset Management | 0.54% | New | 129,000 | $40.24M |
| 13 | Torray Funds - Torray Funds | 2.23% | Add +126.3% | 49,337 | $15.39M |
| 14 | First Eagle - First Eagle Investment Management | 0.02% | Reduce -9.4% | 35,893 | $11.2M |
| 15 | Thomas Gayner - Markel Asset Management | 0.07% | Reduce -5.4% | 26,500 | $8.27M |
| 16 | Robert Olstein - Olstein Capital Management | 1.46% | Add +78.6% | 25,000 | $7.8M |
| 17 | Michael Burry - Scion Asset Management | 11.09% | New | 20,000 | $6.24M |
| 18 | Jensen Investment Management - Jensen Investment Management | 0.04% | Reduce -98.3% | 10,406 | $3.25M |
| 19 | Polen Capital Management - Polen Capital Management | 0.01% | Reduce -99.4% | 6,174 | $1.93M |
| 20 | Glenn Greenberg - Brave Warrior Advisors | 0.01% | Add +200.4% | 1,499 | $467.64K |
| 21 | Tweedy Browne Co. - Tweedy Browne Value Fund | 0.03% | New | 1,095 | $341.61K |
Call holders — bullish via leverage
1 manager holds call options on UNH — a right to buy at strike. Notional value, not premium.
| 1 | Michael Burry - Scion Asset Management | New | 350,000 | $109.19M |
Loading holder history for UNH…