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UNH

UNITEDHEALTH GROUP INCORPORATED (Delaware) · XNYS

Season
Q2 2026 · as of Jun 30
Holders
22 of 97 filed · prev 22
Median weight
0.68%
Sector
Financials
Type
equity · US

Moves18 this quarter

Streakslongest holders · 53 quarters on record

  1. Davis Chris Davis, portfolio manager 2.3%53+ quarters
  2. Mairs Andrew Adams, CIO 2.1%53+ quarters
  3. Dodge & Cox David Hoeft, CIO 2.0%53+ quarters
  4. Jensen Robert McIver, CEO 0.0%53+ quarters
  5. Sequoia 4.6%27 quarters

The record for UNH begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding22 Q2 2026

Largest weight6.0% Q2 2026

Holders22 of 97 filed · 3 exited

PatientSamantha McLemore, CIO6.05%437,773$182Madded0%+1.64 pp5 q
Sequoia4.56%705,554$293Mtrimmed−3%−1.29 pp27 q
CenturyArnold Van Den Berg, CIO2.43%27,680$12Mtrimmed−4%−0.64 pp13 q
DavisChris Davis, portfolio manager2.28%1,274,650$530Madded+2%+0.73 pp53+ q
MairsAndrew Adams, CIO2.14%559,951$233Mtrimmed−24%−0.09 pp53+ q
Dodge & CoxDavid Hoeft, CIO1.97%9,072,258$3.8Btrimmed−4%−0.56 pp53+ q
HillmanMark Hillman, CIO1.63%5,405$2Mtrimmed−27%−0.24 pp4 q
BrandesKenneth Little, portfolio manager1.24%424,159$176Mtrimmed−32%−0.05 pp6 q
YacktmanStephen Yacktman, CIO0.88%171,768$71Madded+2%+0.27 pp5 q
H&HDuan Yongping, founder0.87%399,600$166Mtrimmed−34%−0.06 pp2 q
VulcanC.T. Fitzpatrick, CIO0.85%67,309$28Mtrimmed−93%−5.70 pp7 q
Tiger GlobalChase Coleman, CIO0.52%297,452$124Mtrimmed−15%−0.10 pp9 q
CausewaySarah Ketterer, CEO0.39%87,447$36Madded+22%+0.15 pp2 q
TweedyJohn Spears, portfolio manager0.13%4,089$2Madded+12%+0.05 pp5 q
TorrayJames Bailey, portfolio manager0.04%683$283,875new—new
PRIMECAPJoel Fried, portfolio manager0.04%144,121$60Mtrimmed−23%—25 q
SorosDawn Fitzpatrick, CIO0.03%3,885$2Mtrimmed−94%−0.29 pp7 q
First EagleKimball Brooker, portfolio manager0.03%84,728$35Madded×2.1—24 q
CheckpartialSteven Check, CIO0.02%2,244$932,674added+82%—4 q
BaronRon Baron, CEO0.01%10,059$4Mnew—new
JensenRobert McIver, CEO0.01%859$357,026trimmed−42%—53+ q
GreenbergGlenn Greenberg, portfolio manager0.00%499$207,399new—new
AppaloosaDavid Tepper, portfolio manager———exited−0.41 pp—
MarkelTom Gayner, CEO———exited−0.04 pp—
Baillie———exited−0.01 pp—