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UnitedHealth Group Incorporated

UNH Healthcare
$284.37 +$5.46 (1.96%)
Market Cap: $257.59 B
Gurus Holding
28
Popularity Rank
#12
% of Shares Held
2.31%
Net Activity (Q3 2025)
-$1.13 B

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 28 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.94 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 Jefferies Group who increased their stake by 266.0%. Conversely, David Tepper reduced exposure by 91.7%.

Key Holders

Top 5 by Value

$1.75 B
$1.74 B
$920.79 M
$487.87 M
$420.37 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$610.78 M
Total Buy Value
New Buys 4
Additions 13
-$1.74 B
Total Sell Value
Reductions 8
Sold Out 5

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
13
Net Buyers
17

FAQs for UnitedHealth Group Incorporated (UNH)

Major holders include Ken Fisher ($1.75 B), Warren Buffett ($1.74 B), Jeremy Grantham ($920.79 M). According to the latest reported data, 28 tracked investment managers collectively hold approximately 20.89 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.13 B, with 17 managers increasing positions and 13 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 5 fully exited UNH. The total reported sell value was $1.74 B.

Yes, 4 managers opened new positions in UNH, and 13 increased their existing holdings. The total reported buy value was $610.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.60% Add 0.8% 5,293,622 $1.75 B Q4 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
1.89% Add 11.8% 1,273,400 $420.37 M Q4 2025
0.25% Add 12.6% 1,145,580 $395.57 M Q3 2025
3.47% Add 1.2% 1,069,947 $369.45 M Q3 2025
0.41% Add 5.7% 796,750 $263.02 M Q4 2025
4.34% Reduce -0.7% 758,223 $261.81 M Q3 2025
0.47% 438,800 $151.52 M Q3 2025
1.31% Reduce -65.1% 302,684 $100.54 M Q4 2025
0.95% Reduce -91.7% 203,500 $70.27 M Q3 2025
0.15% Add 266.0% 88,053 $29.07 M Q4 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% Reduce -0.6% 39,068 $12.9 M Q4 2025
2.24% Add 37.1% 25,840 $8.92 M Q3 2025
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SEC Form