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 Q1 2026 it was held by 17 managers with an aggregate reported value of $4.03B, which is 0.37% of the combined portfolio.
As of Q1 2026, 17 tracked institutional managers held UNH (UnitedHealth Group, Inc.) with an aggregate reported value of $4.03B — 0.37% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- UNH
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.41% | Add +3.2% | 9,466,756 | $2.56B |
| 2 | Christopher Davis - Davis Advisors | 1.55% | Reduce -2.0% | 1,247,476 | $337.56M |
| 3 | Vulcan Value Partners - Vulcan Value Partners | 6.55% | Reduce -15.8% | 912,674 | $246.96M |
| 4 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.05% | Reduce -10.8% | 741,083 | $200.53M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 3.27% | Reduce -2.4% | 728,407 | $197.1M |
| 6 | Duan Yongping - H&H International Investment | 0.81% | New | 601,400 | $162.73M |
| 7 | Samantha McLemore - Patient Capital Management | 4.41% | Add +18.7% | 437,141 | $118.29M |
| 8 | Chase Coleman - Tiger Global Management | 0.42% | Reduce -16.6% | 350,445 | $94.83M |
| 9 | Yacktman Asset Management - Yacktman Asset Management | 0.61% | Add +0.5% | 168,460 | $45.58M |
| 10 | David Tepper - Appaloosa Management | 0.41% | Reduce -55.0% | 90,000 | $24.35M |
| 11 | Sarah Ketterer - Causeway Capital Management | 0.24% | New | 71,864 | $19.45M |
| 12 | First Eagle - First Eagle Investment Management | 0.01% | Add +4.4% | 40,804 | $11.04M |
| 13 | Robert Olstein - Olstein Capital Management | 1.36% | Add +53.3% | 23,000 | $6.22M |
| 14 | Thomas Gayner - Markel Asset Management | 0.04% | Reduce -29.4% | 18,700 | $5.06M |
| 15 | Hillman Value Fund - Hillman Value Fund | 1.39% | Reduce -3.6% | 7,405 | $2M |
| 16 | Tweedy Browne Co. - Tweedy Browne Value Fund | 0.08% | Add +49.1% | 3,667 | $992.25K |
| 17 | Jensen Investment Management - Jensen Investment Management | 0.01% | Reduce -62.2% | 1,491 | $403.45K |
Loading holder history for UNH…