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Value GiantsValue investors’ 13F holdings, as a whole

Q2 2026 13FData as of Aug 18, 2026

UNH · Health care

UnitedHealth Group Inc

Q2 2026: held by 11 giants, composite weight 0.33%, consensus rank 56; this quarter 5 bought and 6 sold. Quarter-end price $415.63 (Jun 30, 2026).

Giants holding

11

previous quarter 11

Composite weight

0.33%

consensus rank 56

Quarter-end price

$415.63

Jun 30, 2026

Avg est. costest.

$343.89

vs quarter-end price +21%

I

Held by 11 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

Giant	Weight	Shares	Value	First bought	Quarters held	Est. avg cost	vs cost	This quarter
Samantha McLemore	6.0%	437.8K	$182.0M	Q2 2025	5	$363.03est.	+14%	Held
Ruane, Cunniff & Goldfarb	4.6%	705.6K	$293.2M	Q4 2019	27	$284.83est.	+46%	Trimmed
Bill Smead	2.9%	328.4K	$136.5M	Q2 2025	5	$386.19est.	+8%	Trimmed
Chris Davis	2.3%	1.27M	$529.8M	Q1 2013	54	$399.48est.	+4%	Added
Yacktman	0.9%	171.8K	$71.4M	Q2 2025	5	$393.07est.	+6%	Added
Duan Yongping	0.9%	399.6K	$166.1M	Q1 2026	2	$300.35est.	+38%	Trimmed
C.T. Fitzpatrick	0.9%	67.3K	$28.0M	Q4 2024	7	$432.86est.	−4%	Trimmed
Sarah Ketterer	0.4%	87.4K	$36.3M	Q1 2026	2	$307.97est.	+35%	Added
Tweedy, Browne	0.1%	4.1K	$1.7M	Q2 2025	5	$346.38est.	+20%	Added
Jensen	0.0%	859	$357K	Q3 2010	64	$225.50est.	+84%	Trimmed
Glenn Greenberg	0.0%	499	$207K	Q2 2026	1	$343.11est.	+21%	New

II

Cost Map: 10 of 11 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price

III

Quarter-End Price (Split-Adjusted)

From Q1 2004, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

IV

More Giants or Fewer

Giants Holding

Buyers and Sellers (Last 20 Quarters)

BoughtSold

Composite Weight (Hover for Rank)

V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Samantha McLemore 6.0% · since Q2 2025

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Held	—	437.8K	6.0%	$270.59 → $415.63	—	$363.03
Q3 2025	Added	+179.4K	371.4K	5.1%	$311.97 → $345.30	$328.64	$374.75

Ruane, Cunniff & Goldfarb 4.6% · since Q4 2019

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−22.9K	705.6K	4.6%	$270.59 → $415.63	$343.11	$284.83
Q1 2026	Trimmed	−17.6K	728.4K	3.3%	$330.11 → $270.59	$300.35	$284.83
Q4 2025	Trimmed	−12.2K	746.0K	3.8%	$345.30 → $330.11	$337.71	$284.83
Q3 2025	Trimmed	−5.2K	758.2K	4.3%	$311.97 → $345.30	$328.64	$284.83
Q2 2025	Trimmed	−58.7K	763.4K	4.1%	$523.75 → $311.97	$417.86	$284.83
Q1 2025	Trimmed	−15.8K	822.2K	7.8%	$505.86 → $523.75	$514.80	$284.83
Q4 2024	Trimmed	−128.3K	838.0K	7.2%	$584.68 → $505.86	$545.27	$284.83
Q3 2024	Trimmed	−17.5K	966.3K	8.8%	$509.26 → $584.68	$546.97	$284.83
Q2 2024	Trimmed	−44.0K	983.8K	7.8%	$494.70 → $509.26	$501.98	$284.83
Q1 2024	Trimmed	−41.6K	1.03M	7.9%	$526.47 → $494.70	$510.59	$284.83
Q4 2023	Trimmed	−26.0K	1.07M	9.0%	$504.19 → $526.47	$515.33	$284.83
Q3 2023	Trimmed	−33.2K	1.10M	9.2%	$480.64 → $504.19	$492.41	$284.83
Q2 2023	Added	+25.8K	1.13M	8.6%	$472.59 → $480.64	$476.61	$284.83
Q1 2023	Trimmed	−26.8K	1.10M	8.5%	$530.18 → $472.59	$501.39	$280.34
Q4 2022	Trimmed	−190.5K	1.13M	9.4%	$505.04 → $530.18	$517.61	$280.34
Q3 2022	Trimmed	−21.4K	1.32M	9.9%	$513.63 → $505.04	$509.33	$280.34
Q2 2022	Trimmed	−478.9K	1.34M	9.0%	$509.97 → $513.63	$511.80	$280.34
Q1 2022	Trimmed	−50.3K	1.82M	9.1%	$502.14 → $509.97	$506.06	$280.34
Q4 2021	Trimmed	−30.8K	1.87M	8.0%	$390.74 → $502.14	$446.44	$280.34
Q3 2021	Trimmed	−27.6K	1.90M	6.7%	$400.44 → $390.74	$395.59	$280.34
Q2 2021	Added	+49.9K	1.93M	6.8%	$372.07 → $400.44	$386.26	$280.34
Q1 2021	Added	+41.5K	1.88M	6.6%	$350.68 → $372.07	$361.38	$277.53
Q3 2020	Added	+412.1K	1.85M	6.9%	$294.95 → $311.77	$303.36	$275.64
Q2 2020	Added	+17.9K	1.43M	5.7%	$249.38 → $294.95	$272.16	$267.67
Q1 2020	Added	+1.06M	1.42M	5.7%	$293.98 → $249.38	$271.68	$267.61
Q4 2019	New	+359.2K	359.2K	1.3%	$217.32 → $293.98	$255.65	$255.65

Bill Smead 2.9% · since Q2 2025

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−18.7K	328.4K	2.9%	$270.59 → $415.63	$343.11	$386.19
Q1 2026	Added	+38.4K	347.1K	2.0%	$330.11 → $270.59	$300.35	$386.19
Q4 2025	Trimmed	−21.4K	308.7K	2.1%	$345.30 → $330.11	$337.71	$396.86
Q3 2025	Added	+77.7K	330.1K	2.2%	$311.97 → $345.30	$328.64	$396.86
Q2 2025	New	+252.4K	252.4K	1.6%	$523.75 → $311.97	$417.86	$417.86

Chris Davis 2.3% · since Q1 2013

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+27.2K	1.27M	2.3%	$270.59 → $415.63	$343.11	$399.48
Q1 2026	Trimmed	−25.9K	1.25M	1.5%	$330.11 → $270.59	$300.35	$400.71
Q4 2025	Added	+134.1K	1.27M	1.9%	$345.30 → $330.11	$337.71	$400.71
Q3 2025	Added	+6.4K	1.14M	2.1%	$311.97 → $345.30	$328.64	$408.12
Q2 2025	Added	+1.08M	1.13M	1.9%	$523.75 → $311.97	$417.86	$408.57
Q1 2025	Trimmed	−2.6K	48.5K	0.1%	$505.86 → $523.75	$514.80	$201.04
Q3 2024	Trimmed	−39.2K	51.1K	0.2%	$509.26 → $584.68	$546.97	$201.04
Q1 2024	Trimmed	−18.5K	89.9K	0.2%	$526.47 → $494.70	$510.59	$201.04
Q4 2023	Trimmed	−5.4K	108.3K	0.3%	$504.19 → $526.47	$515.33	$201.04
Q2 2023	Trimmed	−1.0K	113.8K	0.3%	$472.59 → $480.64	$476.61	$201.04
Q1 2023	Trimmed	−1.3K	114.8K	0.4%	$530.18 → $472.59	$501.39	$201.04
Q4 2022	Trimmed	−6.2K	116.2K	0.4%	$505.04 → $530.18	$517.61	$201.04
Q3 2022	Trimmed	−747	122.4K	0.4%	$513.63 → $505.04	$509.33	$201.04
Q2 2022	Trimmed	−30.0K	123.1K	0.4%	$509.97 → $513.63	$511.80	$201.04
Q1 2022	Trimmed	−25.6K	153.1K	0.4%	$502.14 → $509.97	$506.06	$201.04
Q4 2021	Trimmed	−8.3K	178.7K	0.4%	$390.74 → $502.14	$446.44	$201.04
Q3 2021	Trimmed	−8.0K	187.0K	0.3%	$400.44 → $390.74	$395.59	$201.04
Q2 2021	Trimmed	−1.1K	195.0K	0.3%	$372.07 → $400.44	$386.26	$201.04
Q1 2021	Trimmed	−1.3K	196.1K	0.3%	$350.68 → $372.07	$361.38	$201.04
Q3 2020	Trimmed	−4.3K	197.0K	0.3%	$294.95 → $311.77	$303.36	$201.04
Q2 2020	Trimmed	−14.3K	201.3K	0.3%	$249.38 → $294.95	$272.16	$201.04
Q1 2020	Trimmed	−5.6K	215.6K	0.4%	$293.98 → $249.38	$271.68	$201.04
Q4 2019	Trimmed	−13.9K	221.2K	0.3%	$217.32 → $293.98	$255.65	$201.04
Q3 2019	Added	+35.6K	235.1K	0.3%	$244.01 → $217.32	$230.66	$201.04
Q2 2019	Added	+75.5K	199.5K	0.2%	$247.26 → $244.01	$245.63	$195.75
Q1 2019	Added	+67.7K	124.0K	0.2%	$249.12 → $247.26	$248.19	$165.39
Q4 2018	Added	+1.9K	56.3K	0.1%	$266.04 → $249.12	$257.58	$65.85
Q2 2018	Trimmed	−739	54.3K	0.1%	$214.00 → $245.34	$229.67	$59.01
Q1 2018	Trimmed	−11.7K	55.0K	0.1%	$220.46 → $214.00	$217.23	$59.01
Q4 2017	Trimmed	−1.24M	66.7K	0.1%	$195.85 → $220.46	$208.15	$59.01
Q3 2017	Trimmed	−1.23M	1.31M	1.1%	$185.42 → $195.85	$190.63	$59.01
Q2 2017	Trimmed	−380.3K	2.53M	2.1%	$164.01 → $185.42	$174.72	$59.01
Q1 2017	Trimmed	−125.2K	2.91M	2.1%	$160.04 → $164.01	$162.03	$59.01
Q4 2016	Trimmed	−211.6K	3.04M	2.1%	$140.00 → $160.04	$150.02	$59.01
Q3 2016	Trimmed	−233.8K	3.25M	2.0%	$141.20 → $140.00	$140.60	$59.01
Q2 2016	Trimmed	−326.1K	3.48M	2.2%	$128.90 → $141.20	$135.05	$59.01

Yacktman 0.9% · since Q2 2025

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+3.3K	171.8K	0.9%	$270.59 → $415.63	$343.11	$393.07
Q1 2026	Added	+910	168.5K	0.6%	$330.11 → $270.59	$300.35	$394.05
Q4 2025	Trimmed	−7.0K	167.6K	0.8%	$345.30 → $330.11	$337.71	$394.56
Q3 2025	Added	+45.6K	174.6K	0.8%	$311.97 → $345.30	$328.64	$394.56
Q2 2025	New	+129.0K	129.0K	0.5%	$523.75 → $311.97	$417.86	$417.86

Duan Yongping 0.9% · since Q1 2026

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−201.8K	399.6K	0.9%	$270.59 → $415.63	$343.11	$300.35
Q1 2026	New	+601.4K	601.4K	0.8%	$330.11 → $270.59	$300.35	$300.35

C.T. Fitzpatrick 0.9% · since Q4 2024

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−845.4K	67.3K	0.9%	$270.59 → $415.63	$343.11	$432.86
Q1 2026	Trimmed	−170.6K	912.7K	6.5%	$330.11 → $270.59	$300.35	$432.86
Q4 2025	Trimmed	−115.1K	1.08M	6.6%	$345.30 → $330.11	$337.71	$432.86
Q3 2025	Trimmed	−24.5K	1.20M	7.5%	$311.97 → $345.30	$328.64	$432.86
Q2 2025	Added	+1.07M	1.22M	7.0%	$523.75 → $311.97	$417.86	$432.86
Q1 2025	Added	+40.1K	153.6K	1.5%	$505.86 → $523.75	$514.80	$537.32
Q4 2024	New	+113.5K	113.5K	1.0%	$584.68 → $505.86	$545.27	$545.27

Sarah Ketterer 0.4% · since Q1 2026

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+15.6K	87.4K	0.4%	$270.59 → $415.63	$343.11	$307.97
Q1 2026	New	+71.9K	71.9K	0.2%	$330.11 → $270.59	$300.35	$300.35

Tweedy, Browne 0.1% · since Q2 2025

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Added	+422	4.1K	0.1%	$270.59 → $415.63	$343.11	$346.38
Q1 2026	Added	+1.2K	3.7K	0.1%	$330.11 → $270.59	$300.35	$346.76
Q4 2025	Added	+322	2.5K	0.1%	$345.30 → $330.11	$337.71	$369.55
Q3 2025	Added	+1.0K	2.1K	0.1%	$311.97 → $345.30	$328.64	$374.35
Q2 2025	New	+1.1K	1.1K	0.0%	$523.75 → $311.97	$417.86	$417.86

Jensen 0.0% · since Q3 2010

quarter-end pricerunning est. costest. trade price (buy / sell)

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	Trimmed	−632	859	0.0%	$270.59 → $415.63	$343.11	$225.50
Q1 2026	Trimmed	−2.5K	1.5K	0.0%	$330.11 → $270.59	$300.35	$225.50
Q4 2025	Trimmed	−432	3.9K	0.0%	$345.30 → $330.11	$337.71	$225.50
Q3 2025	Trimmed	−6.0K	4.4K	0.0%	$311.97 → $345.30	$328.64	$225.50
Q2 2025	Trimmed	−597.0K	10.4K	0.0%	$523.75 → $311.97	$417.86	$225.50
Q1 2025	Trimmed	−108.7K	607.4K	3.5%	$505.86 → $523.75	$514.80	$225.50
Q4 2024	Trimmed	−11.0K	716.1K	3.3%	$584.68 → $505.86	$545.27	$225.50
Q3 2024	Trimmed	−239.2K	727.0K	3.6%	$509.26 → $584.68	$546.97	$225.50
Q2 2024	Trimmed	−394.3K	966.2K	4.0%	$494.70 → $509.26	$501.98	$225.50
Q1 2024	Trimmed	−8.7K	1.36M	5.1%	$526.47 → $494.70	$510.59	$225.50
Q4 2023	Trimmed	−31.4K	1.37M	5.5%	$504.19 → $526.47	$515.33	$225.50
Q3 2023	Added	+38.4K	1.40M	5.6%	$480.64 → $504.19	$492.41	$225.50
Q2 2023	Added	+16.1K	1.36M	4.8%	$472.59 → $480.64	$476.61	$217.97
Q1 2023	Trimmed	−47.1K	1.35M	5.0%	$530.18 → $472.59	$501.39	$214.87
Q4 2022	Added	+185.7K	1.39M	5.8%	$505.04 → $530.18	$517.61	$214.87
Q3 2022	Added	+93.7K	1.21M	5.3%	$513.63 → $505.04	$509.33	$168.30
Q2 2022	Trimmed	−36.0K	1.11M	4.7%	$509.97 → $513.63	$511.80	$139.61
Q1 2022	Trimmed	−112.4K	1.15M	4.4%	$502.14 → $509.97	$506.06	$139.61
Q4 2021	Trimmed	−8.1K	1.26M	4.5%	$390.74 → $502.14	$446.44	$139.61
Q3 2021	Trimmed	−86.5K	1.27M	3.9%	$400.44 → $390.74	$395.59	$139.61
Q2 2021	Trimmed	−87.3K	1.36M	4.1%	$372.07 → $400.44	$386.26	$139.61
Q1 2021	Added	+22.4K	1.44M	4.3%	$350.68 → $372.07	$361.38	$139.61
Q3 2020	Trimmed	−177.3K	1.42M	3.9%	$294.95 → $311.77	$303.36	$136.13
Q2 2020	Added	+77.7K	1.59M	4.5%	$249.38 → $294.95	$272.16	$136.13
Q1 2020	Added	+25.5K	1.52M	4.2%	$293.98 → $249.38	$271.68	$129.15
Q4 2019	Trimmed	−344.4K	1.49M	4.3%	$217.32 → $293.98	$255.65	$126.71
Q3 2019	Added	+17.0K	1.83M	4.3%	$244.01 → $217.32	$230.66	$126.71
Q2 2019	Added	+221.1K	1.82M	5.1%	$247.26 → $244.01	$245.63	$125.74
Q1 2019	Added	+87.9K	1.60M	4.7%	$249.12 → $247.26	$248.19	$109.13
Q2 2018	Trimmed	−147.6K	1.51M	5.0%	$214.00 → $245.34	$229.67	$101.03
Q3 2017	Trimmed	−216.2K	1.66M	4.4%	$185.42 → $195.85	$190.63	$101.03
Q2 2017	Trimmed	−60.8K	1.87M	4.8%	$164.01 → $185.42	$174.72	$101.03
Q2 2016	Trimmed	−18.5K	1.95M	4.3%	$128.90 → $141.20	$135.05	$101.03
Q1 2016	Added	+80.9K	1.97M	4.0%	$117.64 → $128.90	$123.27	$101.03
Q4 2015	Added	+523.3K	1.89M	3.7%	$116.01 → $117.64	$116.83	$100.07
Q3 2015	Added	+9.4K	1.36M	2.8%	$122.00 → $116.01	$119.01	$93.64
Q4 2014	Added	+1.34M	1.34M	2.1%	$86.25 → $101.09	$93.67	$93.46
Q3 2014	Added	+60	6.0K	0.0%	$81.75 → $86.25	$84.00	$46.61
Q2 2014	Trimmed	−1.2K	6.0K	0.0%	$81.99 → $81.75	$81.87	$46.24
Q4 2013	Added	+1.0K	7.1K	0.0%	$71.61 → $75.30	$73.46	$46.24
Q3 2013	Trimmed	−2.4K	6.1K	0.0%	$65.48 → $71.61	$68.55	$41.78
Q2 2013	Added	+1.6K	8.5K	0.0%	$57.21 → $65.48	$61.34	$41.78
Q1 2013	Added	+340	6.9K	0.0%	$54.24 → $57.21	$55.72	$37.24
Q4 2012	Trimmed	−450	6.6K	0.0%	$55.41 → $54.24	$54.82	$36.28
Q3 2012	Added	+410	7.0K	0.0%	$58.50 → $55.41	$56.95	$36.28
Q2 2012	Trimmed	−1.5K	6.6K	0.0%	$58.94 → $58.50	$58.72	$35.00
Q1 2012	Trimmed	−1.8K	8.1K	0.0%	$50.68 → $58.94	$54.81	$35.00
Q4 2011	Trimmed	−140	9.9K	0.0%	$46.12 → $50.68	$48.40	$35.00
Q3 2011	Added	+1.3K	10.1K	0.0%	$51.58 → $46.12	$48.85	$35.00
Q2 2011	Trimmed	−780	8.7K	0.0%	$45.20 → $51.58	$48.39	$32.91
Q1 2011	Added	+900	9.5K	0.0%	$36.11 → $45.20	$40.65	$32.91
Q4 2010	Added	+770	8.6K	0.0%	$35.11 → $36.11	$35.61	$32.10
Q3 2010	New	+7.8K	7.8K	0.0%	$28.40 → $35.11	$31.75	$31.75

Glenn Greenberg 0.0% · since Q2 2026

Quarter	Move	Change	Shares held	Weight	Start → end price	Est. trade price	Running est. cost
Q2 2026	New	+499	499	0.0%	$270.59 → $415.63	$343.11	$343.11

VI

Giants Who Sold Out in the Last 8 Quarters