Form 13F security
UNH · UNITEDHEALTH GROUP INC
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $3,775M | 1.1% | SH 9,082,269 | — |
| Dodge & Cox | 2026-06-30 | $3,771M | 2.0% | SH 9,072,258 | — |
| EAGLE CAPITAL MANAGEMENT LLC | 2026-06-30 | $2,399M | 7.3% | SH 5,773,026 | — |
| Davis Selected Advisers | 2026-06-30 | $530M | 2.3% | SH 1,274,650 | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 2026-06-30 | $528M | 2.4% | SH 1,270,532 | — |
| Point72 Asset Management, L.P. | 2026-06-30 | $345M | 0.4% | SH 830,855 | — |
| Ruane, Cunniff & Goldfarb L.P. | 2026-06-30 | $293M | 4.6% | SH 705,554 | — |
| Patient Capital Management, LLC | 2026-06-30 | $182M | 6.0% | SH 437,773 | — |
| Smead Capital Management, Inc. | 2026-06-30 | $136M | 2.9% | SH 328,414 | — |
| TIGER GLOBAL MANAGEMENT LLC | 2026-06-30 | $124M | 0.5% | SH 297,452 | — |
| YACKTMAN ASSET MANAGEMENT LP | 2026-06-30 | $71M | 0.9% | SH 171,768 | — |
| First Eagle Investment Management, LLC | 2026-06-30 | $18M | <0.1% | SH 42,364 | — |
| Bridgewater Associates, LP | 2026-06-30 | $2.6M | <0.1% | SH 6,197 | — |
| Tweedy, Browne Co LLC | 2026-06-30 | $1.7M | 0.1% | SH 4,089 | — |
| SOROS FUND MANAGEMENT LLC | 2026-06-30 | $1.6M | <0.1% | SH 3,885 | — |
| GAMCO INVESTORS, INC. ET AL | 2026-06-30 | $1.0M | <0.1% | SH 2,385 | — |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2026-06-30 | $0.7M | <0.1% | SH 1,745 | — |
| Brave Warrior Advisors, LLC | 2026-06-30 | <$1M | <0.1% | SH 499 | — |
Total $12,180M across 18 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $41M | <0.1% | SH 98,900 | [PUT] |
Total $41M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $78M | <0.1% | SH 187,000 | [CALL] |
Total $78M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
First Eagle Investment Management, LLC — Combined report.
First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.
Filed rows (21) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by Brave Warrior Advisors, LLC, Bridgewater Associates, LP.
No longer reported by APPALOOSA LP — David Tepper, BAILLIE GIFFORD & CO, Markel Group Inc..
Changes appear only where the prior quarter's validated report exists.
Filing details
First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.