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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Torray Fund, Parnassus Endeavor Fund, Sequoia Financial Advisors, First Eagle U.S. Value, and Cullen Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2023Mairs & Power Growth FundBuy22,118808,787$407,782,318
Q3 2023Wedgewood PartnersSell-12,31550,171$25,295,636
Q3 2023Matrix Advisors Value FundBuy11,91518,973$9,565,997
Q3 2023Bill & Melinda Gates Foundation TrustBuy5,6655,665$2,856,236
Q3 2023Sequoia Financial AdvisorsBuy3,23317,731$8,939,676
Q3 2023Olstein Capital ManagementSell-1,00013,500$6,807
Q3 2023Dodge & Cox Stock FundBuy4203,447,190$1,738,038,726
Q3 2023Alapocas Investment PartnersBuy41214,883$7,503,749
Q3 2023Brave Warrior AdvisorsSell-396710$357,975
Q3 2023Eagle Capital ManagementSell-18414,170$7,144
Q3 2023Parnassus Endeavor FundBuy1001,237$623,683
Q3 2023Torray FundSell-5026,823$13,523,888
Q3 2023Muhlenkamp & CoBuy824,738$12,472,652
Q2 2023Viking Global InvestorsSell-305,7161,794,275$862,400,336
Q2 2023Eagle Capital ManagementSell-128,5131,876,650$901,993,056
Q2 2023Polen Capital ManagementSell-56,3602,656,274$1,276,711,346
Q2 2023Appaloosa ManagementBuy50,000200,000$96,128,000
Q2 2023Dodge & Cox Stock FundSell-42,7423,446,770$1,656,655,533
Q2 2023Sequoia FundBuy25,8111,128,630$542,464,723
Q2 2023Jensen Investment ManagementBuy16,1431,362,151$654,704,016
Q2 2023Mairs & Power Growth FundBuy7,356786,669$378,104,588
Q2 2023Matrix Advisors Value FundBuy7,0587,058$3,392,357
Q2 2023Olstein Capital ManagementBuy3,50014,500$6,969
Q2 2023Lountzis Asset ManagementSell-90211,574$5,913
Q2 2023Sequoia Financial AdvisorsBuy82714,498$6,968,271
Q2 2023Parnassus Endeavor FundBuy4591,137$546,488
Q2 2023Alapocas Investment PartnersBuy21214,471$6,955,179
Q2 2023Torray FundBuy19626,873$12,916,239
Q2 2023Eagle Capital ManagementSell-5414,354$6,899
Q2 2023First Eagle U.S. ValueSell-4242,149$20,258,495

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.

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