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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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2024First Eagle U.S. ValueSell-372,13340,041$20,255,140
Q4 2024Wedgewood PartnersSell-2,65155,384$28,016,781
Q4 2024Thunderbird PartnersBuy12,85768,116$34,457,160
Q4 2024Vulcan Value PartnersSell-53,981113,489$57,397,067
Q4 2024Parnassus Endeavor FundBuy21,764211,179$106,827,009
Q4 2024Renaissance Technologies LLCBuy207,332278,658$140,962,451
Q4 2024Meritage GroupBuy270,755300,755$152,139,924
Q4 2024Tiger Global ManagementSell-1,926,600438,800$221,971,368
Q4 2024Sequoia FundSell-128,319837,996$423,908,657
Q4 2024Mairs & Power Growth FundSell-23,255868,407$439,292,426
Q4 2024Polen Capital ManagementSell-870,8291,125,593$569,392,234
Q4 2024Eagle Capital ManagementBuy8,9532,299,111$1,163,028,290
Q4 2024Eagle Capital ManagementBuy3313,677$6,919
Q4 2024Viking Global InvestorsBuy1,458,6621,900,457$961,365,178
Q4 2024Cullen Value FundBuy2,5155,906$2,987,405
Q4 2024Giverny CapitalBuy6312,364$1,195,853
Q3 2024Torray FundBuy43327,325$15,976,381
Q3 2024Jensen Investment ManagementSell-239,156727,035$425,082,532
Q3 2024Lountzis Asset ManagementBuy511,445$6,691,662
Q3 2024Dodge & Cox Stock FundSell-19,2353,902,210$2,281,544,143
Q3 2024Olstein Capital ManagementSell-4,50012,000$7,016
Q3 2024Brave Warrior AdvisorsSell-111499$291,755
Q3 2024Alapocas Investment PartnersBuy5716,037$9,376,661
Q3 2024Matrix Advisors Value FundSell-36324,523$14,338,108
Q3 2024Sequoia Financial AdvisorsBuy3,00624,976$14,602,753
Q3 2024Muhlenkamp & CoSell-725,209$14,739,451
Q3 2024Meritage GroupBuy13,20230,000$17,540,400
Q3 2024Thunderbird PartnersSell-35,51755,259$32,308,832
Q3 2024Wedgewood PartnersSell-88558,035$35,161,684
Q3 2024Appaloosa ManagementSell-10,500174,500$102,026,660

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.