UNITEDHEALTH GROUP INC (UNH) Stock Institutional Trading Activity
UNITEDHEALTH GROUP INC (UNH) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Viking Global Investors, Eagle Capital Management, Mairs & Power Growth Fund, Vulcan Value Partners, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- UNITEDHEALTH GROUP INC (UNH) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2025 | Mairs & Power Growth Fund | Buy | 12,787 | 1,069,947 | $369,452,740 |
| Q3 2025 | Vulcan Value Partners | Sell | -24,487 | 1,198,338 | $413,875,841 |
| Q3 2025 | Eagle Capital Management | Buy | 42,892 | 5,414,512 | $1,869,631,142 |
| Q3 2025 | Cullen Value Fund | Buy | 2,866 | 18,242 | $6,568,988 |
| Q2 2025 | Torray Fund | Buy | 27,539 | 49,337 | $15,391,664 |
| Q2 2025 | Yacktman Asset Management | Buy | 129,000 | 129,000 | $40,244,130 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 1,095 | 1,095 | $341,607 |
| Q2 2025 | Jensen Investment Management | Sell | -596,972 | 10,406 | $3,246,360 |
| Q2 2025 | Dodge & Cox Stock Fund | Buy | 4,730,192 | 8,750,560 | $2,729,912,203 |
| Q2 2025 | Olstein Capital Management | Buy | 11,000 | 25,000 | $7,799 |
| Q2 2025 | Brave Warrior Advisors | Buy | 1,000 | 1,499 | $467,643 |
| Q2 2025 | Polen Capital Management | Sell | -1,031,401 | 6,174 | $1,926,106 |
| Q2 2025 | Alapocas Investment Partners | Sell | -830 | 14,737 | $4,597,517 |
| Q2 2025 | Scion Asset Management | Buy | 20,000 | 20,000 | $6,239,400 |
| Q2 2025 | First Eagle U.S. Value | Sell | -3,726 | 35,893 | $11,197,540 |
| Q2 2025 | Sequoia Financial Advisors | Sell | -573 | 51,717 | $16,134,245 |
| Q2 2025 | Parnassus Endeavor Fund | Sell | -12,180 | 208,616 | $65,081,934 |
| Q2 2025 | Sequoia Fund | Sell | -58,729 | 763,439 | $238,170,065 |
| Q2 2025 | Mairs & Power Growth Fund | Buy | 150,506 | 1,057,160 | $329,802,243 |
| Q2 2025 | Vulcan Value Partners | Buy | 1,069,239 | 1,222,825 | $395,120,333 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 1,073,471 | 1,352,129 | $421,823,730 |
| Q2 2025 | Lone Pine Capital | Buy | 871,467 | 1,693,347 | $528,273,464 |
| Q2 2025 | Appaloosa Management | Buy | 2,275,000 | 2,450,000 | $764,326,500 |
| Q2 2025 | Berkshire Hathaway | Buy | 5,039,564 | 5,039,564 | $1,572,192,781 |
| Q2 2025 | Eagle Capital Management | Buy | 2,673,994 | 5,371,620 | $1,675,784,349 |
| Q2 2025 | Eagle Capital Management | Buy | 514 | 14,088 | $4,395 |
| Q2 2025 | Cullen Value Fund | Buy | 4,807 | 15,376 | $4,796,954 |
| Q1 2025 | Torray Fund | Sell | -20 | 21,798 | $11,416,703 |
| Q1 2025 | Jensen Investment Management | Sell | -108,689 | 607,378 | $318,113,966 |
| Q1 2025 | Lountzis Asset Management | Sell | -182 | 10,849 | $4,556,580 |
Frequently asked questions about UNH activity
Which institutional owners are buying UNH?
Institutional owners buying UNH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UNH activity?
"Buy" means an investor increased their reported position in UNH compared to the prior reporting period. This reflects growing exposure to UNITEDHEALTH GROUP INC (UNH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UNH increasing?
Institutional interest in UNH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.