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Molina Healthcare, Inc.

MOH Healthcare
$200.45 +$0.17 (0.08%)
Market Cap: $10.64 B
Gurus Holding
10
Popularity Rank
#508
% of Shares Held
10.72%
Net Activity (Q2 2026)
+$186.15 M

Guru Ownership Trend

Guru Analysis for Molina Healthcare, Inc. (MOH)

Molina Healthcare, Inc. (MOH), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.12 B.

Top institutional holders include Cliff Asness and Manning & Napier Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $186.15 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, HOTCHKIS & WILEY reduced exposure by 23.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$319.62 M
Total Buy Value
New Buys 2
Additions 6
-$133.46 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Molina Healthcare, Inc. (MOH)

Major holders include Cliff Asness ($806.9 M), Manning & Napier Group ($152.34 M), Seth Klarman ($144.91 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 5.59 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $186.15 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited MOH. The total reported sell value was $133.46 M.

Yes, 2 managers opened new positions in MOH, and 6 increased their existing holdings. The total reported buy value was $319.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.28% Add 24.4% 3,560,601 $806.9 M Q2 2026
1.95% Add 21.7% 663,669 $152.34 M Q2 2026
2.68% 633,609 $144.91 M Q2 2026
0.10% Add 1316.0% 315,050 $72.05 M Q2 2026
0.07% Add 726.2% 130,548 $29.86 M Q2 2026
1.73% New Buy 125,000 $23.92 M Q3 2025
0.03% Add 289.2% 99,667 $22.79 M Q2 2026
0.18% New Buy 99,066 $22.66 M Q2 2026
0.05% Reduce -23.1% 73,434 $16.79 M Q2 2026
0.01% Add 299.0% 8,326 $1.9 M Q2 2026
0.00% New Buy 1,075 $245,853 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form