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UnitedHealth Group Incorporated

UNH Healthcare
$282.09 +$5.04 (1.82%)
Market Cap: $256.05 B
Gurus Holding
29
Popularity Rank
#10
% of Shares Held
2.45%
Net Activity (Q4 2025)
+$355.88 M

Guru Ownership Trend

Guru Analysis for UnitedHealth Group Incorporated (UNH)

UnitedHealth Group Incorporated (UNH), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 29 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.28 B.

Top institutional holders include Ken Fisher and Warren Buffett.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $355.88 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 65.1%.

Key Holders

Top 5 by Value

$1.75 B
$1.66 B
$881.45 M
$482.03 M
$420.37 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$801.95 M
Total Buy Value
New Buys 3
Additions 11
-$446.08 M
Total Sell Value
Reductions 13
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
15
Net Buyers
14

FAQs for UnitedHealth Group Incorporated (UNH)

Major holders include Ken Fisher ($1.75 B), Warren Buffett ($1.66 B), Jeremy Grantham ($881.45 M). According to the latest reported data, 29 tracked investment managers collectively hold approximately 22.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $355.88 M, with 14 managers increasing positions and 15 managers reducing holdings.

During the most recent reporting period, 13 managers trimmed their positions, while 2 fully exited UNH. The total reported sell value was $446.08 M.

Yes, 3 managers opened new positions in UNH, and 11 increased their existing holdings. The total reported buy value was $801.95 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.60% Add 0.8% 5,293,622 $1.75 B Q4 2025
0.61% 5,039,564 $1.66 B Q4 2025
2.25% Add 0.1% 2,670,159 $881.45 M Q4 2025
1.44% Add 3.4% 1,460,213 $482.03 M Q4 2025
1.89% Add 11.8% 1,273,400 $420.37 M Q4 2025
1.05% New Buy 1,197,273 $395.23 M Q4 2025
2.64% Reduce -22.4% 830,535 $274.17 M Q4 2025
0.41% Add 5.7% 796,750 $263.02 M Q4 2025
3.85% Reduce -1.6% 745,999 $246.26 M Q4 2025
0.12% Reduce -37.4% 716,907 $236.66 M Q4 2025
0.19% New Buy 527,360 $174.09 M Q4 2025
0.47% Reduce -4.2% 420,205 $138.71 M Q4 2025
0.21% Add 13213.1% 348,003 $114.88 M Q4 2025
1.31% Reduce -65.1% 302,684 $100.54 M Q4 2025
0.95% Reduce -1.7% 200,000 $66.02 M Q4 2025
0.15% Add 266.0% 88,053 $29.07 M Q4 2025
2.97% Reduce -1.3% 64,028 $21.14 M Q4 2025
0.22% Add 19.7% 56,791 $18.75 M Q4 2025
0.07% Add 22.0% 56,216 $18.56 M Q4 2025
0.19% Reduce -20.0% 40,000 $13.2 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form