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UnitedHealth Group Incorporated

UNH Healthcare
$375.93 $-7.62 (-1.99%)
Market Cap: $337.43 B
Gurus Holding
27
Popularity Rank
#12
% of Shares Held
2.25%
Net Activity (Q2 2026)
+$1.07 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 Q2 2026, a total of 27 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.59 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.07 B net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 68.3%.

Key Holders

Top 5 by Value

$3.77 B
$1.17 B
$729.08 M
$529.84 M
$430.28 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.18 B
Total Buy Value
New Buys 3
Additions 11
-$1.1 B
Total Sell Value
Reductions 13
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
16
Net Buyers
14

FAQs for UnitedHealth Group Incorporated (UNH)

Major holders include Ken Fisher ($3.77 B), Jeremy Grantham ($1.17 B), Cliff Asness ($729.08 M). According to the latest reported data, 27 tracked investment managers collectively hold approximately 20.18 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.07 B, with 14 managers increasing positions and 16 managers reducing holdings.

During the most recent reporting period, 13 managers trimmed their positions, while 3 fully exited UNH. The total reported sell value was $1.1 B.

Yes, 3 managers opened new positions in UNH, and 11 increased their existing holdings. The total reported buy value was $2.18 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.12% Add 73.4% 9,082,269 $3.77 B Q2 2026
2.64% Reduce -10.6% 2,825,022 $1.17 B Q2 2026
0.25% Add 79.8% 1,757,550 $729.08 M Q2 2026
2.28% Add 2.2% 1,274,650 $529.84 M Q2 2026
1.25% Reduce -41.5% 1,035,250 $430.28 M Q2 2026
0.38% Add 98.1% 830,855 $345.33 M Q2 2026
4.56% Reduce -3.1% 705,554 $293.25 M Q2 2026
2.14% Reduce -24.4% 559,951 $232.73 M Q2 2026
0.87% Reduce -33.6% 399,600 $166.09 M Q2 2026
0.21% Reduce -68.3% 367,014 $152.54 M Q2 2026
0.17% Reduce -37.9% 302,185 $125.6 M Q2 2026
0.52% Reduce -15.1% 297,452 $123.63 M Q2 2026
1.49% Add 6.5% 276,681 $116.16 M Q2 2026
0.35% Add 10054.6% 127,745 $53.1 M Q2 2026
0.39% Add 21.7% 87,447 $36.35 M Q2 2026
0.08% Reduce -0.7% 85,497 $35.54 M Q2 2026
3.52% Reduce -1.3% 63,119 $26.23 M Q2 2026
0.03% Add 3.8% 42,364 $17.61 M Q2 2026
2.43% Reduce -4.2% 27,680 $11.5 M Q2 2026
0.01% New Buy 6,197 $2.58 M Q2 2026
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SEC Form