HOTCHKIS & WILEY's UNH Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 1.41 M shares of UnitedHealth Group Incorporated (UNH) worth $487.87 M, representing 1.51% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 718,525 shares. Largest reduction occurred in Q1 2015, reducing 1.82 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by HOTCHKIS & WILEY
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5.79 M | Add 0.00% | 5.79 M | $65.48 |
| Q3 2013 | -54,407 | Reduce 0.94% | 5.74 M | $71.61 |
| Q4 2013 | +194,650 | Add 3.39% | 5.93 M | $75.30 |
| Q1 2014 | +674,852 | Add 11.38% | 6.61 M | $81.99 |
| Q2 2014 | +293,513 | Add 4.44% | 6.9 M | $81.75 |
| Q3 2014 | -1.03 M | Reduce 14.91% | 5.87 M | $86.25 |
| Q4 2014 | -1.1 M | Reduce 18.67% | 4.78 M | $101.09 |
| Q1 2015 | -1.82 M | Reduce 38.05% | 2.96 M | $118.29 |
| Q2 2015 | -1.21 M | Reduce 41.05% | 1.74 M | $122.00 |
| Q3 2015 | -1.74 M | Sold Out | 1.74 M | $0.00 |
| Q3 2019 | +480,750 | New Buy | 480,750 | $217.32 |
| Q4 2019 | -9,370 | Reduce 1.95% | 471,380 | $293.98 |
| Q1 2020 | +638,110 | Add 135.37% | 1.11 M | $249.38 |
| Q2 2020 | -148,178 | Reduce 13.36% | 961,312 | $294.95 |
| Q3 2020 | -17,196 | Reduce 1.79% | 944,116 | $311.77 |
| Q4 2020 | -50,380 | Reduce 5.34% | 893,736 | $350.68 |
| Q1 2021 | -20,580 | Reduce 2.30% | 873,156 | $372.07 |
| Q2 2021 | -303,972 | Reduce 34.81% | 569,184 | $400.44 |
| Q3 2021 | -24,110 | Reduce 4.24% | 545,074 | $390.74 |
| Q4 2021 | -41,785 | Reduce 7.67% | 503,289 | $502.14 |
| Q1 2022 | -66,470 | Reduce 13.21% | 436,819 | $509.97 |
| Q2 2022 | -436,819 | Sold Out | 436,819 | $0.00 |
| Q2 2025 | +694,370 | New Buy | 694,370 | $311.97 |
| Q3 2025 | +718,525 | Add 103.48% | 1.41 M | $345.30 |
HOTCHKIS & WILEY's UnitedHealth Group Incorporated Investment FAQs
HOTCHKIS & WILEY first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 5,792,331 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held UnitedHealth Group Incorporated (UNH) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 5,792,331 shares worth $379.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 1,412,895 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $487.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 1.51% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in UnitedHealth Group Incorporated (UNH) was 6,900,939 shares, as reported at the end of Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.