SEC 13F Intelligence

Davis Selected Advisers / UNH

Davis Selected Advisers’s Unitedhealth Group Inc Position

Does Davis Selected Advisers own Unitedhealth Group Inc (UNH)? Yes — 1.25M shares worth $338M (+1.55% of its 13F portfolio) as of Q1 2026, down from 1.27M shares the prior filed quarter.

Position Value
$338M
Q1 2026
Shares
1.25M
% of Portfolio
+1.55%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $31MQ2 ’19: $49MQ3 ’19: $51MQ4 ’19: $65MQ4 ’19Q1 ’20: $54MQ2 ’20: $59MQ3 ’20: $61MQ4 ’20: $69MQ4 ’20Q1 ’21: $73MQ2 ’21: $78MQ3 ’21: $73MQ4 ’21: $90MQ4 ’21Q1 ’22: $78MQ2 ’22: $63MQ3 ’22: $62MQ4 ’22: $62MQ4 ’22Q1 ’23: $54MQ2 ’23: $55MQ3 ’23: $57MQ4 ’23: $57MQ4 ’23Q1 ’24: $44MQ2 ’24: $46MQ3 ’24: $30MQ4 ’24: $26MQ4 ’24Q1 ’25: $25MQ2 ’25: $353MQ3 ’25: $393MQ4 ’25: $420MQ4 ’25Q1 ’26: $338Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.25M$338M+1.55%
Q4 20251.27M$420M+1.89%
Q3 20251.14M$393M+2.05%
Q2 20251.13M$353M+1.89%
Q1 202548.5K$25M+0.15%
Q4 202451.1K$26M+0.15%
Q3 202451.1K$30M+0.17%
Q2 202490.3K$46M+0.27%
Q1 202489.9K$44M+0.25%
Q4 2023108.3K$57M+0.32%
Q3 2023113.7K$57M+0.36%
Q2 2023113.8K$55M+0.33%
Q1 2023114.8K$54M+0.36%
Q4 2022116.2K$62M+0.42%
Q3 2022122.4K$62M+0.44%
Q2 2022123.1K$63M+0.41%
Q1 2022153.1K$78M+0.39%
Q4 2021178.7K$90M+0.42%
Q3 2021187.0K$73M+0.34%
Q2 2021195.0K$78M+0.32%
Q1 2021196.1K$73M+0.32%
Q4 2020197.4K$69M+0.33%
Q3 2020197.0K$61M+0.34%
Q2 2020201.3K$59M+0.34%
Q1 2020215.6K$54M+0.36%
Q4 2019221.2K$65M+0.31%
Q3 2019235.1K$51M+0.26%
Q2 2019199.5K$49M+0.24%
Q1 2019124.0K$31M+0.15%
Q4 201856.3K$14M+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis Selected Advisers’s full portfolio or all institutional holders of UNH.