Stock thesis

UnitedHealth Group Inc.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

UnitedHealth Group provides health insurance through UnitedHealthcare and healthcare services through Optum.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

4 tracked funds report UNH in their latest available 13F, representing $447.9M of combined reported value on this page.

Counter-evidence

7 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

4 holders

Fund	Move	Read	Value	Weight
Ruane Cunniff largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing	−2%	reported share count decreased	$197,099,650	3.27%
Tiger Global Management position history Q1 2026 · filed May 15, 2026 · SEC filing	−17%	reported share count decreased	$94,826,913	0.42%
Appaloosa position history Q1 2026 · filed May 15, 2026 · SEC filing	−55%	reported share count decreased	$24,353,100	0.41%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily