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 quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Cullen Value FundBuy673,331$1,696,382
Q2 2024Lountzis Asset ManagementSell-5511,440$5,825,934
Q2 2024Matrix Private Capital GroupBuy19542$276,019
Q2 2024Muhlenkamp & CoBuy1125,216$12,841,500
Q1 2024Viking Global InvestorsBuy900,4251,361,207$673,389,103
Q1 2024Dodge & Cox Stock FundBuy539,8133,946,005$1,952,088,674
Q1 2024Eagle Capital ManagementSell-180,8981,605,629$794,304,666
Q1 2024Vulcan Value PartnersBuy73,997179,241$88,611
Q1 2024Sequoia FundSell-41,5561,027,863$508,483,826
Q1 2024Polen Capital ManagementSell-41,2932,393,781$1,184,203,557
Q1 2024Torray FundSell-26,192660$13,283,684
Q1 2024Wedgewood PartnersBuy10,96960,193$31,152,761
Q1 2024Sequoia Financial AdvisorsSell-10,40120,498$10,140,575
Q1 2024Jensen Investment ManagementSell-8,6791,360,511$673,044,544
Q1 2024Olstein Capital ManagementBuy7,00014,500$7,173
Q1 2024Matrix Advisors Value FundBuy6,13524,983$12,359,090
Q1 2024Mairs & Power Growth FundBuy5,471816,526$403,935,412
Q1 2024Alapocas Investment PartnersBuy32715,309$7,573,365
Q1 2024Muhlenkamp & CoBuy28625,205$12,468,914
Q1 2024Parnassus Endeavor FundBuy2391,783$882,050
Q1 2024Hillman Value FundSell-200471$233,004
Q1 2024Cullen Value FundBuy1683,264$1,495,412
Q1 2024First Eagle U.S. ValueSell-14238,680$19,134,997
Q1 2024Eagle Capital ManagementBuy5913,821$6,837
Q1 2024Matrix Private Capital GroupSell-25523$258,728
Q4 2023Viking Global InvestorsSell-1,397,162460,782$242,587,900
Q4 2023Renaissance Technologies LLCSell-1,295,107155,826$82,038
Q4 2023Polen Capital ManagementSell-103,0602,435,074$1,281,993,589
Q4 2023Dodge & Cox Stock FundSell-40,9983,406,192$1,793,257,902
Q4 2023Eagle Capital ManagementSell-40,9331,786,527$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.