← Top Holdings

UNHUnitedHealth Group, Inc.

CUSIP: 91324P102

🔥 Bought by 4 superinvestors this quarter

15

Guru Owners

$3.62B

Total Value Held

13.4M

Total Shares

$2.56B
1.41%
$337.6M
1.55%
$200.5M
2.05%
$197.1M
3.27%
$118.3M
4.32%
$94.8M
0.42%
$45.6M
0.61%
$24.4M
0.41%
$19.4M
0.24%
$9.0M
0.28%
$5.1M
0.04%
$2.0M
1.39%
$992K
0.08%
$403K
0.01%
$6K
1.36%

📊 Fundamentals

Market Cap$388.9B
P/E Ratio32.3x
Above market avg
Forward P/E20.4x
P/FCF22.0x
EPS (TTM)$13.27
Revenue (TTM)$449.7B
Profit Margin2.68%
Div Yield2.17%
Beta0.63

52-Week Range

$234.60
$430.20

Current: $428.19

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.3x trailing earnings → 20.4x forward · 2.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.66B$3.33B$4.99B$6.66BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2615 owners · $3.62B
INCREASEDDodge & Cox$2.56B
REDUCEDChristopher Davis$337.6M
REDUCEDMairs & Power$200.5M
REDUCEDSequoia Fund$197.1M
INCREASEDSamantha McLemore$118.3M
REDUCEDChase Coleman$94.8M
INCREASEDDonald Yacktman$45.6M
INCREASEDDavid Tepper$24.4M
NEWSarah Ketterer$19.4M
INCREASEDFPA Queens Road$9.0M
REDUCEDTom Gayner$5.1M
REDUCEDHillman Value Fund$2.0M
INCREASEDTweedy Browne$992K
REDUCEDJensen Investment Management$403K
INCREASEDRobert Olstein$6K
SOLDWarren Buffett
SOLDAndreas Halvorsen
SOLDTorray LLC
SOLDRay Dalio
SOLDBill Nygren
SOLDPolen Capital
SOLDDavid Katz
Q4 '2521 owners · $6.46B
REDUCEDDodge & Cox$3.03B
INCREASEDChristopher Davis$420.4M
NEWAndreas Halvorsen$395.2M
INCREASEDMairs & Power$274.2M
REDUCEDSequoia Fund$246.3M
REDUCEDChase Coleman$138.7M
REDUCEDSamantha McLemore$121.6M
REDUCEDDavid Tepper$66.0M
REDUCEDDonald Yacktman$55.3M
INCREASEDTorray LLC$19.5M
INCREASEDFPA Queens Road$10.3M
REDUCEDRobert Olstein$5.0M
REDUCEDHillman Value Fund$2.5M
NEWRay Dalio$2.0M
REDUCEDJensen Investment Management$1.3M
INCREASEDTweedy Browne$812K
REDUCEDPolen Capital$395K
REDUCEDDavid Katz$238K
SOLDSarah Ketterer
Q3 '2520 owners · $6.53B
INCREASEDDodge & Cox$3.28B
INCREASEDChristopher Davis$393.4M
NEWMairs & Power$369.5M
REDUCEDSequoia Fund$261.8M
INCREASEDSamantha McLemore$128.2M
REDUCEDDavid Tepper$70.3M
INCREASEDDonald Yacktman$60.3M
NEWSarah Ketterer$22.3M
INCREASEDTorray LLC$19.7M
REDUCEDFPA Queens Road$10.5M
REDUCEDRobert Olstein$5.7M
NEWHillman Value Fund$2.8M
INCREASEDJensen Investment Management$1.5M
INCREASEDTweedy Browne$738K
REDUCEDPolen Capital$512K
NEWBill Nygren$488K
NEWDavid Katz$257K
SOLDStephen Mandel
SOLDMichael Burry
SOLDLee Ainslie
SOLDGlenn Greenberg
Q2 '2520 owners · $6.66B
INCREASEDDodge & Cox$2.73B
NEWWarren Buffett$1.57B
INCREASEDDavid Tepper$764.3M
NEWStephen Mandel$528.3M
REDUCEDChristopher Davis$353.4M
REDUCEDSequoia Fund$238.2M
NEWMichael Burry$109.2M
INCREASEDLee Ainslie$70.6M
NEWSamantha McLemore$59.9M
NEWDonald Yacktman$40.2M
INCREASEDTorray LLC$15.4M
INCREASEDFPA Queens Road$9.8M
REDUCEDTom Gayner$8.3M
INCREASEDRobert Olstein$7.8M
NEWMichael Burry$6.2M
REDUCEDJensen Investment Management$3.2M
INCREASEDPolen Capital$1.9M
REDUCEDGlenn Greenberg$468K
NEWTweedy Browne$342K
SOLDAndreas Halvorsen
SOLDMairs & Power
SOLDDavid Katz
SOLDDavid Rolfe
Q1 '2517 owners · $5.48B
REDUCEDDodge & Cox$2.11B
INCREASEDAndreas Halvorsen$1.12B
NEWPolen Capital$543.4M
INCREASEDMairs & Power$474.9M
REDUCEDSequoia Fund$430.6M
NEWJensen Investment Management$318.1M
INCREASEDDavid Tepper$91.7M
NEWLee Ainslie$76.9M
REDUCEDChristopher Davis$25.4M
REDUCEDFPA Queens Road$16.2M
INCREASEDTom Gayner$14.7M
REDUCEDTorray LLC$11.4M
REDUCEDDavid Katz$9.1M
REDUCEDRobert Olstein$7.3M
REDUCEDDavid Rolfe$3.2M
SOLDFrancois Rochon
Q4 '2415 owners · $4.32B
NEWDodge & Cox$2.07B
NEWAndreas Halvorsen$961.4M
REDUCEDMairs & Power$439.3M
REDUCEDSequoia Fund$423.9M
INCREASEDChase Coleman$222.0M
REDUCEDDavid Rolfe$28.0M
REDUCEDChristopher Davis$25.9M
NEWFPA Queens Road$15.7M
INCREASEDTom Gayner$13.5M
NEWTorray LLC$11.0M
REDUCEDDavid Katz$8.8M
INCREASEDRobert Olstein$7.7M
NEWFrancois Rochon$1.2M
SOLDStephen Mandel

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
3%analyst est. 3.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.9%current: 3.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

UNH: Held by 15 superinvestors · 50 congress member trades

SELLKevin HernR
$250,001 - $500,0002025-12-23
BUYGil CisnerosD
$15,001 - $50,0002025-12-19
SELLJulie JohnsonD
$1,001 - $15,0002025-12-18
SELLJulie JohnsonD
$1,001 - $15,0002025-11-13
SELLGil CisnerosD
$1,001 - $15,0002025-11-12
BUYRo KhannaD
$1,001 - $15,0002025-11-10
BUYRich McCormickR
$1,001 - $15,0002025-11-05
BUYMichael McCaulR
$15,001 - $50,0002025-11-04
SELLLisa McClainR
$1,001 - $15,0002025-10-31
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-10-30
SELLMichael McCaulR
$50,001 - $100,0002025-10-27
BUYGil CisnerosD
$1,001 - $15,0002025-10-09
SELLSheldon WhitehouseD
$15,001 - $50,0002025-08-28
BUYMarjorie Taylor GreeneR
$1,001 - $15,0002025-08-28
BUYRo KhannaD
$15,001 - $50,0002025-08-26
SELLMichael McCaulR
$15,001 - $50,0002025-08-21
SELLTim MooreR
$50,001 - $100,0002025-08-15
SELLJulie JohnsonD
$1,001 - $15,0002025-08-14
BUYLisa McClainR
$1,001 - $15,0002025-08-13
UNH Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker