UNH
Unitedhealth Group Inc
17 of the 83 super-investors we track hold UNH, worth a combined $5.61B per their latest 13F filings. The largest position: Samantha McLemore at 6.0% of their portfolio. This quarter the cohort logged 1 buy and 3 sells on the name. Conviction score: 48 of 100 (how strongly the cohort backs it) — ranked #51 of 742 stocks. The stock is up 6.2x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Held through it: David Tepper (37q straight), Jensen Investment Management (49q straight), Mairs & Power Funds (49q straight) and 26 more. All multibaggers the cohort held →
Why super-investors own UNH
UNH is held by 17 super-investors in our cohort, with a combined position value of $5.6B. The highest-conviction owner is Samantha McLemore at 6.0% of their portfolio. Cohort ownership has shrunk from 21 to 16 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 2 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (17) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.0% | 40q | $3.77B | 9,072,258 |
| 2 | Christopher Davis | 2.3% | 40q | $530M | 1,274,650 |
| 3 | Joel Greenblatt | 0.3% | 38q | $442M | 1,064,151 |
| 4 | Mairs & Power Funds | 2.1% | 40q | $233M | 559,951 |
| 5 | Samantha McLemore | 6.0% | 5q | $182M | 437,773 |
| 6 | Duan Yongping | 0.9% | 2q | $166M | 399,600 |
| 7 | Chase Coleman | 0.5% | 9q | $124M | 297,452 |
| 8 | Yacktman Asset Management | 0.9% | 5q | $71M | 171,768 |
| 9 | Sarah Ketterer | 0.4% | 11q | $36M | 87,447 |
| 10 | Vulcan Value Partners | 0.9% | 16q | $28M | 67,309 |
| 11 | First Eagle Investment Management | <0.1% | 24q | $18M | 42,364 |
| 12 | Robert Olstein | 1.4% | 40q | $6M | 23,000 |
| 13 | Hillman Capital Management | 1.6% | 13q | $2M | 5,405 |
| 14 | Tweedy Browne | 0.1% | 5q | $2M | 4,089 |
| 15 | Jensen Investment Management | <0.1% | 40q | $357K | 859 |
| 16 | Torray Funds | <0.1% | 39q | $284K | 683 |
| 17 | Glenn Greenberg | <0.1% | 24q | $207K | 499 |
- 1Dodge & Cox Fundsport2.0%val$3.77B9,072,258 sh·40q held
- 2Christopher Davisport2.3%val$530M1,274,650 sh·40q held
- 3Joel Greenblattport0.3%val$442M1,064,151 sh·38q held
- 4Mairs & Power Fundsport2.1%val$233M559,951 sh·40q held
- 5Samantha McLemoreport6.0%val$182M437,773 sh·5q held
- 6Duan Yongpingport0.9%val$166M399,600 sh·2q held
- 7Chase Colemanport0.5%val$124M297,452 sh·9q held
- 8Yacktman Asset Managementport0.9%val$71M171,768 sh·5q held
- 9Sarah Kettererport0.4%val$36M87,447 sh·11q held
- 10Vulcan Value Partnersport0.9%val$28M67,309 sh·16q held
- 11First Eagle Investment Managementport<0.1%val$18M42,364 sh·24q held
- 12Robert Olsteinport1.4%val$6M23,000 sh·40q held
- 13Hillman Capital Managementport1.6%val$2M5,405 sh·13q held
- 14Tweedy Browneport0.1%val$2M4,089 sh·5q held
- 15Jensen Investment Managementport<0.1%val$357K859 sh·40q held
- 16Torray Fundsport<0.1%val$284K683 sh·39q held
- 17Glenn Greenbergport<0.1%val$207K499 sh·24q held
Owners of UNH also hold
Congress is trading UNH
Congress tracker →- Richard Dean McCormicksold$1,001 - $15,000 · 2026-07-30
- Richard Dean McCormicksold$1,001 - $15,000 · 2026-06-12
- John Boozmanbought$1,001 - $15,000 · 2026-06-04
- Maria Elvira Salazarsold$1,001 - $15,000 · 2026-06-04
- Maria Elvira Salazarbought$1,001 - $15,000 · 2026-04-22
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-04-14
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | EXIT | 0.4% | -100% | $0 | Aug 14, 2026 |
| Duan Yongping | TRIM | 0.9% | -34% | $166M | Aug 14, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $207K | Aug 14, 2026 |
| Vulcan Value Partners | TRIM | 0.9% | -93% | $28M | Aug 10, 2026 |
Long US equity 13F-HR filings only. CUSIP 91324P102. Not investment advice.