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 Form 13F filings. 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
Q4 2025Yacktman Asset ManagementSell-7,038167,550$55,309,931
Q4 2025Sequoia Financial AdvisorsBuy3,56857,701$19,047,895
Q4 2025Appaloosa ManagementSell-3,500200,000$66,022,000
Q4 2025Torray FundBuy2,04759,153$19,526,997
Q4 2025Olstein Capital ManagementSell-1,50015,000$4,952
Q4 2025Hillman Value FundSell-5007,681$2,535,575
Q4 2025Jensen Investment ManagementSell-4323,941$1,300,964
Q4 2025Tweedy, Browne Co All Funds (US)Buy3222,459$811,740
Q4 2025Polen Capital ManagementSell-2861,197$395,225
Q4 2025First Eagle U.S. ValueSell-21939,068$12,896,738
Q4 2025Lountzis Asset ManagementSell-15510,694$3,530,196
Q4 2025Matrix Advisors Value FundSell-24721$237,911
Q3 2025Appaloosa ManagementSell-2,246,500203,500$70,268,550
Q3 2025Dodge & Cox Stock FundBuy755,0769,505,636$3,282,296,111
Q3 2025Renaissance Technologies LLCSell-598,303753,826$260,296,118
Q3 2025Causeway Capital ManagementSell-393,13764,603$22,307,357
Q3 2025Yacktman Asset ManagementBuy45,588174,588$60,285,236
Q3 2025Eagle Capital ManagementBuy42,8925,414,512$1,869,631,142
Q3 2025Vulcan Value PartnersSell-24,4871,198,338$413,875,841
Q3 2025Matrix Advisors Value FundSell-16,639745$257,127
Q3 2025Mairs & Power Growth FundBuy12,7871,069,947$369,452,740
Q3 2025Olstein Capital ManagementSell-8,50016,500$5,697
Q3 2025Torray FundBuy7,76957,106$19,718,702
Q3 2025Hillman Value FundBuy7,6528,181$2,824,899
Q3 2025Jensen Investment ManagementSell-6,0334,373$1,509,997
Q3 2025Sequoia FundSell-5,216758,223$261,814,402
Q3 2025Polen Capital ManagementSell-4,6911,483$511,943
Q3 2025First Eagle U.S. ValueBuy3,39439,287$13,565,802
Q3 2025Cullen Value FundBuy2,86618,242$6,568,988
Q3 2025Sequoia Financial AdvisorsBuy2,41654,133$18,692,275

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.