Guru Ownership Over Time
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 Q3 2025, a total of 28 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.24 B.
Top institutional holders include Ken Fisher and Warren Buffett.
Institutional sentiment is currently Bearish. This is evidenced by a $1.13 B net outflow during the quarter.
Recent activity highlights HOTCHKIS & WILEY who increased their stake by 103.5%. Conversely, David Tepper reduced exposure by 91.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.66% | Add 0.8% | 5,252,449 | $1.81 B | Q3 2025 | |
| 0.65% | 5,039,564 | $1.74 B | Q3 2025 | ||
| 2.60% | Add 24.5% | 2,666,623 | $920.79 M | Q3 2025 | |
| 1.51% | Add 103.5% | 1,412,895 | $487.87 M | Q3 2025 | |
| 0.25% | Add 12.6% | 1,145,580 | $395.57 M | Q3 2025 | |
| 2.05% | Add 0.6% | 1,139,303 | $393.4 M | Q3 2025 | |
| 3.47% | Add 1.2% | 1,069,947 | $369.45 M | Q3 2025 | |
| 3.81% | Add 40.2% | 865,966 | $299.02 M | Q3 2025 | |
| 4.34% | Reduce -0.7% | 758,223 | $261.81 M | Q3 2025 | |
| 0.34% | Reduce -44.3% | 753,826 | $260.3 M | Q3 2025 | |
| 0.47% | 438,800 | $151.52 M | Q3 2025 | ||
| 0.95% | Reduce -91.7% | 203,500 | $70.27 M | Q3 2025 | |
| 3.14% | Add 0.5% | 64,868 | $22.4 M | Q3 2025 | |
| 0.29% | New Buy | 64,603 | $22.31 M | Q3 2025 | |
| 0.24% | Reduce -35.4% | 50,000 | $17.26 M | Q3 2025 | |
| 0.23% | Reduce -52.6% | 47,430 | $16.38 M | Q3 2025 | |
| 0.07% | Reduce -32.5% | 46,064 | $15.91 M | Q3 2025 | |
| 0.02% | Add 9.5% | 39,287 | $13.57 M | Q3 2025 | |
| 0.07% | 26,500 | $9.15 M | Q3 2025 | ||
| 2.24% | Add 37.1% | 25,840 | $8.92 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for UnitedHealth Group Incorporated (UNH)
Top Guru holders include Ken Fisher ($1.81 B), Warren Buffett ($1.74 B), Jeremy Grantham ($920.79 M). Collectively, tracked Gurus hold 21.17 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $1.13 B, with 17 Gurus buying and 13 Gurus selling.
In the recent quarter, 8 Gurus reduced their positions, and 5 Gurus sold out of UNH completely. Total sell value was $1.74 B.
Yes, 4 Gurus opened new positions in UNH, and 13 added to their existing holdings. Total buy value was $610.78 M.