UnitedHealth (UNH) Stock Analysis
Financial ServicesHospital & Medical Service Plans
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| Investor | 8Q history | Shares | Value | % of portfolio | Δ Q/Q | |
|---|---|---|---|---|---|---|
 Dodge & CoxValue | 9.1M | $3.8B | 2 % | TRIM-4.2 % | 13F ↗ | |
 Ruane, Cunniff & GoldfarbQuality Value | 705.6K | $293.2M | 4.6 % | TRIM-3.1 % | 13F ↗ | |
 D. E. ShawQuant | 493.7K | $205.2M | 0.1 % | TRIM-57.7 % | 13F ↗ | |
 Renaissance TechnologiesQuant | 367K | $152.5M | 0.2 % | TRIM-68.3 % | 13F ↗ | |
 Tiger GlobalChase Coleman · Tech Growth | 297.5K | $123.6M | 0.5 % | TRIM-15.1 % | 13F ↗ | |
 Two Sigma InvestmentsQuant | 196.7K | $81.8M | 0.1 % | TRIM-88.4 % | 13F ↗ | |
 Baron Capital (BAMCO)Ron Baron · Growth | 10.1K | $4.2M | 0 % | NEW | 13F ↗ | |
 Bridgewater AssociatesRay Dalio · Macro | 6.2K | $2.6M | 0 % | NEW | 13F ↗ | |
 Soros Fund ManagementMacro | 3.9K | $1.6M | 0 % | TRIM-94 % | 13F ↗ | |
 Berkshire HathawayWarren Buffett · Valueas of Q1 2026 | — | — | 0 % | SOLD OUT | ||
 AppaloosaDavid Tepper · Distressed / Macro | — | — | 0 % | SOLD OUT | ||
 Baillie GiffordLong-term Growth | — | — | 0 % | SOLD OUT | ||
 Viking GlobalLong/Shortas of Q1 2026 | — | — | 0 % | SOLD OUT |
13F filings cover long US equity positions only — no shorts, bonds or cash. “% of portfolio” refers to the manager’s reported 13F portfolio, not the entire fund. All facts come from public SEC filings with a link to the original document; this is not investment advice.