United Health Group Inc. (UNH)

Sector:Health Care
Super Investor Stats:
Ownership count:18
Ownership rank:12
% of all portfolios:0.33%
Hold Price * :$270.59
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Jensen Investment Management Reduce 62.17% 2,450 0.02
David Tepper - Appaloosa Management Reduce 55.00% 110,000 0.50
Thomas Gayner - Markel Group Reduce 29.43% 7,800 0.02
Chase Coleman - Tiger Global Management Reduce 16.60% 69,760 0.08
Vulcan Value Partners Reduce 15.75% 170,593 1.22
Mairs & Power Funds Reduce 10.77% 89,452 0.25
Hillman Capital Management Reduce 3.59% 276 0.05
Ruane Cunniff LP Reduce 2.36% 17,592 0.08
Christopher Davis - Davis Advisors Reduce 2.04% 25,924 0.03
Polen Capital Management Sell 100.00% 1,197 0.00
Bill Nygren - Oakmark Funds Sell 100.00% 1,414 0.00
David Katz - Matrix Asset Advisors Sell 100.00% 721 0.02
Warren Buffett - Berkshire Hathaway Sell 100.00% 5,039,564 0.61
Viking Global Investors Sell 100.00% 1,197,273 1.05
Torray Funds Sell 100.00% 59,153 3.00
Q4  2025
Mairs & Power Funds Reduce 22.38% 239,412 0.76
Polen Capital Management Reduce 19.29% 286 0.00
Jensen Investment Management Reduce 9.88% 432 0.00
Vulcan Value Partners Reduce 9.60% 115,071 0.69
Robert Olstein - Olstein Capital Management Reduce 9.09% 1,500 0.10
Hillman Capital Management Reduce 6.11% 500 0.10
Chase Coleman - Tiger Global Management Reduce 4.24% 18,595 0.02
Yacktman Asset Management Reduce 4.03% 7,038 0.03
Dodge & Cox Funds Reduce 3.50% 332,867 0.06
David Katz - Matrix Asset Advisors Reduce 3.22% 24 0.00
David Tepper - Appaloosa Management Reduce 1.72% 3,500 0.02
Ruane Cunniff LP Reduce 1.61% 12,224 0.06
Samantha McLemore - Patient Capital Management Reduce 0.83% 3,070 0.04
First Eagle Investment Management Reduce 0.56% 219 0.00
Sarah Ketterer - Causeway Capital Management Sell 100.00% 64,603 0.30
Q3  2025
David Tepper - Appaloosa Management Reduce 91.69% 2,246,500 10.49
Polen Capital Management Reduce 75.98% 4,691 0.00
Jensen Investment Management Reduce 57.98% 6,033 0.03
Robert Olstein - Olstein Capital Management Reduce 34.00% 8,500 0.56
Vulcan Value Partners Reduce 2.00% 24,487 0.15
Ruane Cunniff LP Reduce 0.68% 5,216 0.03
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,499 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 226,153 1.08
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,693,347 3.82
Michael Burry - Scion Asset Management Sell 100.00% 20,000 11.09
Q2  2025
Polen Capital Management Reduce 99.40% 1,031,401 1.67
Jensen Investment Management Reduce 98.29% 596,972 2.29
First Eagle Investment Management Reduce 9.40% 3,726 0.00
Ruane Cunniff LP Reduce 7.14% 58,729 0.31
Thomas Gayner - Markel Group Reduce 5.40% 1,514 0.00
David Rolfe - Wedgewood Partners Sell 100.00% 10,302 0.64
David Katz - Matrix Asset Advisors Sell 100.00% 17,384 1.00
Viking Global Investors Sell 100.00% 2,137,806 3.56
Q1  2025
David Rolfe - Wedgewood Partners Reduce 81.40% 45,082 2.80
Jensen Investment Management Reduce 15.18% 108,689 0.63
Robert Olstein - Olstein Capital Management Reduce 7.89% 1,200 0.12
Polen Capital Management Reduce 7.82% 88,018 0.15
Christopher Davis - Davis Advisors Reduce 5.08% 2,596 0.01
Ruane Cunniff LP Reduce 1.89% 15,828 0.15
Dodge & Cox Funds Reduce 1.78% 72,860 0.02
First Eagle Investment Management Reduce 1.05% 422 0.00
David Katz - Matrix Asset Advisors Reduce 0.16% 27 0.00
Torray Funds Reduce 0.09% 20 0.00
Bill Nygren - Oakmark Funds Sell 100.00% 436 0.00
Francois Rochon - Giverny Capital Sell 100.00% 2,364 0.04
Hillman Capital Management Sell 100.00% 529 0.10
Q4  2024
First Eagle Investment Management Reduce 90.29% 372,133 0.46
Chase Coleman - Tiger Global Management Reduce 81.45% 1,926,600 3.69
Polen Capital Management Reduce 43.62% 870,829 1.19
David Katz - Matrix Asset Advisors Reduce 29.00% 7,112 0.39
Torray Funds Reduce 20.15% 5,507 0.40
Ruane Cunniff LP Reduce 13.28% 128,319 1.10
Bill Nygren - Oakmark Funds Reduce 10.29% 50 0.00
David Rolfe - Wedgewood Partners Reduce 4.57% 2,651 0.26
Mairs & Power Funds Reduce 2.61% 23,255 0.11
Jensen Investment Management Reduce 1.51% 10,968 0.05
Christopher Davis - Davis Advisors Reduce 0.03% 17 0.00
Stephen Mandel - Lone Pine Capital Sell 100.00% 821,880 3.58
Q3  2024
Christopher Davis - Davis Advisors Reduce 43.37% 39,161 0.13
Robert Olstein - Olstein Capital Management Reduce 27.27% 4,500 0.45
Jensen Investment Management Reduce 24.75% 239,156 1.17
Glenn Greenberg - Brave Warrior Advisors Reduce 18.20% 111 0.00
Stephen Mandel - Lone Pine Capital Reduce 12.97% 122,437 0.53
Polen Capital Management Reduce 11.23% 252,630 0.38
Arnold Van Den Berg - Century Management Reduce 6.47% 657 0.11
David Tepper - Appaloosa Management Reduce 5.68% 10,500 0.09
Ruane Cunniff LP Reduce 1.78% 17,511 0.16
David Rolfe - Wedgewood Partners Reduce 1.50% 885 0.10
David Katz - Matrix Asset Advisors Reduce 1.46% 363 0.02
Dodge & Cox Funds Reduce 0.49% 19,235 0.01
Viking Global Investors Sell 100.00% 441,795 0.86
Vulcan Value Partners Sell 100.00% 167,470 1.29
Q2  2024
Viking Global Investors Reduce 67.54% 919,412 1.79
Bill Nygren - Oakmark Funds Reduce 67.19% 860 0.00
Jensen Investment Management Reduce 28.98% 394,320 1.64
David Tepper - Appaloosa Management Reduce 7.50% 15,000 0.12
Vulcan Value Partners Reduce 6.57% 11,771 0.09
Polen Capital Management Reduce 6.05% 144,729 0.18
Ruane Cunniff LP Reduce 4.28% 44,037 0.35
David Rolfe - Wedgewood Partners Reduce 2.11% 1,273 0.15
Dodge & Cox Funds Reduce 0.62% 24,560 0.01
David Katz - Matrix Asset Advisors Reduce 0.39% 97 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 616 0.01
Q1  2024
Christopher Davis - Davis Advisors Reduce 17.06% 18,478 0.05
Polen Capital Management Reduce 1.70% 41,293 0.05

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.