UNH Institutional Holders and 13F Ownership
Compare 8 tracked holders of UNH, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Capital Group is the largest reported holder at $4.38B; the top five funds control 97.5% of reported ownership; institutions were net selling last quarter (3 increased, 5 reduced); the stock trades above the aggregate whale cost basis of $167.57. Top tracked holders include Capital Group, Dodge & Cox, NPS Korea, and Ruane, Cunniff & Goldfarb.
Continue to the live UNH dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Group 13F portfolio Capital Research Global Investors holdings | $4.38B | 10.5M | Reduced | 2026-06-30 |
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $3.77B | 9.1M | Reduced | 2026-06-30 |
| NPS Korea 13F portfolio National Pension Service holdings | $818.9M | 2.0M | Increased | 2026-06-30 |
| Ruane, Cunniff & Goldfarb 13F portfolio Ruane, Cunniff & Goldfarb holdings | $293.2M | 705.6K | Reduced | 2026-06-30 |
| Duan Yongping 13F portfolio H&H International Investment holdings | $166.1M | 399.6K | Reduced | 2026-06-30 |
| Chase Coleman 13F portfolio Tiger Global Management holdings | $123.6M | 297.5K | Reduced | 2026-06-30 |
| Samuel Isaly 13F portfolio OrbiMed Advisors holdings | $67.0M | 161.1K | New | 2026-06-30 |
| Joseph Edelman 13F portfolio Perceptive Advisors holdings | $48.5M | 116.8K | New | 2026-06-30 |
Ownership concentration
Reported ownership of UNH is highly concentrated across tracked institutions.
- Single largest holder: 45.3% of reported ownership
- Top 5 holders: 97.5%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 8 tracked institutions, 5 reduced, 3 increased. Net positioning is net selling.
- Capital Group — Capital Research Global Investors ($4.38B) (▼ 38.4% qoq shares) · avg cost $143.59
- Dodge & Cox — Dodge & Cox ($3.77B) (▼ 4.2% qoq shares) · avg cost $143.75
- NPS Korea — National Pension Service ($818.9M) (▲ 1.2% qoq shares) · avg cost $324.74
- Ruane, Cunniff & Goldfarb — Ruane, Cunniff & Goldfarb ($293.2M) (▼ 3.1% qoq shares)
- Duan Yongping — H&H International Investment ($166.1M) (▼ 33.6% qoq shares) · avg cost $191.15
- Chase Coleman — Tiger Global Management ($123.6M) (▼ 15.1% qoq shares) · avg cost $617.47
- Samuel Isaly — OrbiMed Advisors ($67.0M) · avg cost $129.39
- Joseph Edelman — Perceptive Advisors ($48.5M) · avg cost $354.56
Whale cost basis vs current price
The aggregate tracked cost basis is $167.57 versus a current price of $379.09, so UNH trades above its cost basis (+126.2%). Average unrealized P&L across tracked holders: 92%.
Sector positioning — Health Care
UNH sits within the Health Care sector alongside 221 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live UNH dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on UNH with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns UNH stock?
Whale Analyzer tracks 8 public institutional holders of UNH with a combined reported value of $9.67B. See the holder table above for the largest tracked positions.
Which top funds are buying UNH?
Tracked institutions were net selling last quarter — 5 reduced, 3 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is UNH ownership?
The top five tracked holders report 97.5% of aggregate ownership.
Is UNH above or below the whale cost basis?
The aggregate tracked cost basis is $167.57 versus a current price of $379.09 (+126.2%).
What does 13F ownership mean for UNH?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive UNH dashboard to explore them, or read our 13F Alpha Signals Guide.