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UnitedHealth Group Incorporated

UNH Healthcare
$384.98 +$1.68 (0.44%)
Market Cap: $349.62 B
Gurus Holding
27
Popularity Rank
#14
% of Shares Held
1.94%
Net Activity (Q1 2026)
-$1.62 B

Guru Ownership Trend

Guru Analysis for UnitedHealth Group Incorporated (UNH)

UnitedHealth Group Incorporated (UNH), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 27 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.79 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Bearish. This is evidenced by a $1.62 B net outflow during the quarter.

Recent activity highlights Duan Yongping who opened a new position. Conversely, David Tepper reduced exposure by 55.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$616.56 M
Total Buy Value
New Buys 2
Additions 13
-$2.24 B
Total Sell Value
Reductions 12
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
16
Net Buyers
15

FAQs for UnitedHealth Group Incorporated (UNH)

Major holders include Ken Fisher ($1.42 B), Jeremy Grantham ($854.65 M), HOTCHKIS & WILEY ($478.69 M). According to the latest reported data, 27 tracked investment managers collectively hold approximately 17.64 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.62 B, with 15 managers increasing positions and 16 managers reducing holdings.

During the most recent reporting period, 12 managers trimmed their positions, while 4 fully exited UNH. The total reported sell value was $2.24 B.

Yes, 2 managers opened new positions in UNH, and 13 increased their existing holdings. The total reported buy value was $616.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.48% Reduce -1.1% 5,237,701 $1.42 B Q1 2026
2.19% Add 18.3% 3,158,451 $854.65 M Q1 2026
1.48% Add 21.2% 1,769,068 $478.69 M Q1 2026
1.55% Reduce -2.0% 1,247,476 $337.56 M Q1 2026
0.49% Add 45.4% 1,158,428 $313.46 M Q1 2026
0.12% Add 36.3% 977,408 $260 M Q1 2026
2.05% Reduce -10.8% 741,083 $200.53 M Q1 2026
3.27% Reduce -2.4% 728,407 $197.1 M Q1 2026
0.81% New Buy 601,400 $162.73 M Q1 2026
0.24% Add 39.8% 486,375 $131.61 M Q1 2026
0.15% Reduce -20.5% 419,489 $113.51 M Q1 2026
0.42% Reduce -16.6% 350,445 $94.83 M Q1 2026
0.99% Reduce -14.2% 259,824 $70.31 M Q1 2026
0.41% Reduce -55.0% 90,000 $24.35 M Q1 2026
0.07% Add 53.2% 86,138 $23.31 M Q1 2026
0.24% New Buy 71,864 $19.45 M Q1 2026
0.19% Add 14.4% 64,993 $17.59 M Q1 2026
2.48% Reduce -0.1% 63,937 $17.3 M Q1 2026
0.01% Add 4.4% 40,804 $11.04 M Q1 2026
1.79% Add 10.6% 28,888 $7.82 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form