UNITEDHEALTH GROUP INC (UNH) Institutional Ownership Changes & 13F Activity
UNITEDHEALTH GROUP INC (UNH) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include H&H International Investment, Renaissance Technologies LLC, Dodge & Cox Stock Fund, Vulcan Value Partners, and Eagle Capital Management.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2024 | Cullen Value Fund | Buy | 67 | 3,331 | $1,696,382 |
| Q2 2024 | Lountzis Asset Management | Sell | -55 | 11,440 | $5,825,934 |
| Q2 2024 | Matrix Private Capital Group | Buy | 19 | 542 | $276,019 |
| Q2 2024 | Muhlenkamp & Co | Buy | 11 | 25,216 | $12,841,500 |
| Q1 2024 | Viking Global Investors | Buy | 900,425 | 1,361,207 | $673,389,103 |
| Q1 2024 | Dodge & Cox Stock Fund | Buy | 539,813 | 3,946,005 | $1,952,088,674 |
| Q1 2024 | Eagle Capital Management | Sell | -180,898 | 1,605,629 | $794,304,666 |
| Q1 2024 | Vulcan Value Partners | Buy | 73,997 | 179,241 | $88,611 |
| Q1 2024 | Sequoia Fund | Sell | -41,556 | 1,027,863 | $508,483,826 |
| Q1 2024 | Polen Capital Management | Sell | -41,293 | 2,393,781 | $1,184,203,557 |
| Q1 2024 | Torray Fund | Sell | -26,192 | 660 | $13,283,684 |
| Q1 2024 | Wedgewood Partners | Buy | 10,969 | 60,193 | $31,152,761 |
| Q1 2024 | Sequoia Financial Advisors | Sell | -10,401 | 20,498 | $10,140,575 |
| Q1 2024 | Jensen Investment Management | Sell | -8,679 | 1,360,511 | $673,044,544 |
| Q1 2024 | Olstein Capital Management | Buy | 7,000 | 14,500 | $7,173 |
| Q1 2024 | Matrix Advisors Value Fund | Buy | 6,135 | 24,983 | $12,359,090 |
| Q1 2024 | Mairs & Power Growth Fund | Buy | 5,471 | 816,526 | $403,935,412 |
| Q1 2024 | Alapocas Investment Partners | Buy | 327 | 15,309 | $7,573,365 |
| Q1 2024 | Muhlenkamp & Co | Buy | 286 | 25,205 | $12,468,914 |
| Q1 2024 | Parnassus Endeavor Fund | Buy | 239 | 1,783 | $882,050 |
| Q1 2024 | Hillman Value Fund | Sell | -200 | 471 | $233,004 |
| Q1 2024 | Cullen Value Fund | Buy | 168 | 3,264 | $1,495,412 |
| Q1 2024 | First Eagle U.S. Value | Sell | -142 | 38,680 | $19,134,997 |
| Q1 2024 | Eagle Capital Management | Buy | 59 | 13,821 | $6,837 |
| Q1 2024 | Matrix Private Capital Group | Sell | -25 | 523 | $258,728 |
| Q4 2023 | Viking Global Investors | Sell | -1,397,162 | 460,782 | $242,587,900 |
| Q4 2023 | Renaissance Technologies LLC | Sell | -1,295,107 | 155,826 | $82,038 |
| Q4 2023 | Polen Capital Management | Sell | -103,060 | 2,435,074 | $1,281,993,589 |
| Q4 2023 | Dodge & Cox Stock Fund | Sell | -40,998 | 3,406,192 | $1,793,257,902 |
| Q4 2023 | Eagle Capital Management | Sell | -40,933 | 1,786,527 | $940,552,870 |
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.
Related UNH insights
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