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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 Q4 2025 it was held by 21 managers with an aggregate reported value of $6.82B, which is 0.59% of the combined portfolio.

As of Q4 2025, 21 tracked institutional managers held UNH (UnitedHealth Group, Inc.) with an aggregate reported value of $6.82B0.59% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2025
Ticker
UNH

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox1.63%Reduce -3.5%9,172,769$3.03B
2Warren Buffett - Berkshire Hathaway 0.61%-5,039,564$1.66B
3Christopher Davis - Davis Advisors 1.89%Add +11.8%1,273,400$420.37M
4Viking Global Investors - Viking Global Investors1.05%New1,197,273$395.23M
5Vulcan Value Partners - Vulcan Value Partners6.57%Reduce -9.6%1,083,267$357.67M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund2.64%Reduce -22.4%830,535$274.17M
7Ruane Cunniff LP - Ruane Cunniff LP3.85%Reduce -1.6%745,999$246.26M
8Chase Coleman - Tiger Global Management0.47%Reduce -4.2%420,205$138.71M
9Samantha McLemore - Patient Capital Management4.69%Reduce -0.8%368,293$121.58M
10David Tepper - Appaloosa Management0.96%Reduce -1.7%200,000$66.02M
11Yacktman Asset Management - Yacktman Asset Management0.77%Reduce -4.0%167,550$55.31M
12Torray Funds - Torray Funds2.80%Add +3.6%59,153$19.53M
13First Eagle - First Eagle Investment Management0.02%Reduce -0.6%39,068$12.9M
14Thomas Gayner - Markel Asset Management0.07%-26,500$8.75M
15Robert Olstein - Olstein Capital Management1.02%Reduce -9.1%15,000$4.95M
16Hillman Value Fund - Hillman Value Fund1.60%Reduce -6.1%7,681$2.54M
17Jensen Investment Management - Jensen Investment Management0.02%Reduce -9.9%3,941$1.3M
18Tweedy Browne Co. - Tweedy Browne Value Fund0.07%Add +15.1%2,459$811.74K
19Bill Nygren - Oakmark Funds0.00%-1,414$466.78K
20Polen Capital Management - Polen Capital Management0.00%Reduce -19.3%1,197$395.23K
21David Katz - Matrix Asset Advisors0.02%Reduce -3.2%721$237.91K
Loading holder history for UNH