UNH fund manager activity
UnitedHealth Group Incorporated · NYSE. Reported by 46 tracked fund managers in their 13F filings, Q3 2012 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 200,000 | $66,022,000 | 0.96% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Added | 6,000 | $1,980,660 | 0.01% | Feb 17, 2026 |
| Warren Buffett - Berkshire Hathaway | No change | 5,039,564 | $1,663,610,472 | 0.61% | Feb 17, 2026 |
| Sarah Ketterer - Causeway Capital Management | Sold out | — | — | 0.00% | Feb 13, 2026 |
| Arnold Van Den Berg - Century Management | Added | 26,123 | $8,623,470 | 1.98% | Feb 17, 2026 |
| Steven Check - Check Capital Management | Added | 719 | $237,349 | 0.01% | Feb 6, 2026 |
| Christopher Davis - Davis Advisors | Added | 1,273,400 | $420,368,751 | 1.89% | Feb 2, 2026 |
| Dodge & Cox Funds | Trimmed | 9,172,769 | $3,028,022,775 | 1.63% | Feb 13, 2026 |
| First Eagle Investment Management | Trimmed | 39,068 | $12,896,738 | 0.02% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 5,293,622 | $1,747,477,750 | 0.60% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 2,670,159 | $881,446,800 | 2.25% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 56,216 | $18,557,464 | 0.07% | Feb 17, 2026 |
| Hillman Capital Management | Trimmed | 7,681 | $2,535,575 | 1.60% | Feb 17, 2026 |
| Jensen Investment Management | Trimmed | 3,941 | $1,300,964 | 0.02% | Feb 11, 2026 |
| Mairs & Power Funds | Trimmed | 830,535 | $274,167,948 | 2.64% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 26,500 | $8,747,916 | 0.07% | Feb 6, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 721 | $237,911 | 0.02% | Jan 16, 2026 |
| Bill Nygren - Oakmark Funds | No change | 1,414 | $466,776 | 0.00% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | Trimmed | 15,000 | $4,952 | 1.02% | Feb 3, 2026 |
| Samantha McLemore - Patient Capital Management | Trimmed | 368,293 | $121,577,103 | 4.69% | Feb 13, 2026 |
| Polen Capital Management | Trimmed | 1,197 | $395,225 | 0.00% | Feb 12, 2026 |
| Ruane Cunniff LP | Trimmed | 745,999 | $246,261,730 | 3.85% | Feb 13, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 420,205 | $138,713,873 | 0.47% | Feb 17, 2026 |
| Torray Funds | Added | 59,153 | $19,526,997 | 2.80% | Jan 28, 2026 |
| Tweedy Browne | Added | 2,459 | $811,740 | 0.07% | Feb 3, 2026 |
| Viking Global Investors | New | 1,197,273 | $395,231,790 | 1.05% | Feb 17, 2026 |
| Vulcan Value Partners | Trimmed | 1,083,267 | $357,665 | 6.45% | Mar 17, 2026 |
| Yacktman Asset Management | Trimmed | 167,550 | $55,309,931 | 0.77% | Feb 3, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 203,500 | $70,268,550 | 0.95% | Nov 13, 2025 |
| Ron Baron - Baron Capital | New | 4,300 | $1,484,790 | 0.00% | Nov 14, 2025 |
| Warren Buffett - Berkshire Hathaway | No change | 5,039,564 | $1,740,161,449 | 0.65% | Nov 14, 2025 |
| Glenn Greenberg - Brave Warrior Advisors | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Sarah Ketterer - Causeway Capital Management | New | 64,603 | $22,307,357 | 0.29% | Nov 13, 2025 |
| Arnold Van Den Berg - Century Management | Added | 25,840 | $8,922,559 | 2.24% | Nov 14, 2025 |
| Steven Check - Check Capital Management | New | 715 | $246,889 | 0.02% | Nov 6, 2025 |
| Christopher Davis - Davis Advisors | Added | 1,139,303 | $393,401,326 | 2.05% | Dec 29, 2025 |
| Dodge & Cox Funds | Added | 9,505,636 | $3,282,296,111 | 1.77% | Nov 13, 2025 |
| First Eagle Investment Management | Added | 39,287 | $13,565,802 | 0.02% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 5,252,449 | $1,813,671,039 | 0.66% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Added | 2,666,623 | $920,785,373 | 2.60% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 46,064 | $15,905,899 | 0.07% | Nov 14, 2025 |
| Hillman Capital Management | New | 8,181 | $2,824,899 | 1.64% | Nov 14, 2025 |
| Jensen Investment Management | Trimmed | 4,373 | $1,509,997 | 0.02% | Nov 6, 2025 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Mairs & Power Funds | Added | 1,069,947 | $369,452,740 | 3.47% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | No change | 26,500 | $9,150,450 | 0.07% | Oct 31, 2025 |
| David Katz - Matrix Asset Advisors | New | 745 | $257,127 | 0.02% | Oct 14, 2025 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | New | 1,414 | $488,254 | 0.00% | Nov 14, 2025 |
| Robert Olstein - Olstein Capital Management | Trimmed | 16,500 | $5,697 | 1.08% | Oct 21, 2025 |
| Samantha McLemore - Patient Capital Management | Added | 371,363 | $128,231,547 | 5.13% | Oct 30, 2025 |
| Polen Capital Management | Trimmed | 1,483 | $511,943 | 0.00% | Nov 12, 2025 |
| Ruane Cunniff LP | Trimmed | 758,223 | $261,814,402 | 4.34% | Nov 14, 2025 |
| Michael Burry - Scion Asset Management | Sold out | — | — | 0.00% | Nov 3, 2025 |
| Chase Coleman - Tiger Global Management | No change | 438,800 | $151,517,640 | 0.47% | Nov 14, 2025 |
| Torray Funds | Added | 57,106 | $19,718,702 | 2.68% | Oct 22, 2025 |
| Tweedy Browne | Added | 2,137 | $737,906 | 0.06% | Nov 20, 2025 |
| Vulcan Value Partners | Trimmed | 1,198,338 | $413,875,841 | 7.50% | Nov 10, 2025 |
| Yacktman Asset Management | Added | 174,588 | $60,285,236 | 0.83% | Nov 4, 2025 |