Orbis Allan Gray Ltd’s Unitedhealth Group Inc Position
Does Orbis Allan Gray Ltd own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 2.58M shares worth $852M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$852M
Q4 2025
Shares
2.58M
% of Portfolio
+3.57%
Quarters Held
29
position exited
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 2.58M | $852M | +3.57% |
| Q3 2025 | 1.98M | $683M | +2.93% |
| Q2 2025 | 1.09M | $339M | +1.65% |
| Q1 2025 | 665.1K | $348M | +1.99% |
| Q4 2024 | 1.89M | $955M | +5.14% |
| Q3 2024 | 2.26M | $1.3B | +6.99% |
| Q2 2024 | 2.35M | $1.2B | +7.47% |
| Q1 2024 | 1.81M | $896M | +5.37% |
| Q4 2023 | 1.19M | $624M | +3.92% |
| Q3 2023 | 920.1K | $464M | +3.34% |
| Q2 2023 | 745.4K | $358M | +2.56% |
| Q1 2023 | 613.5K | $290M | +2.28% |
| Q4 2022 | 705.7K | $374M | +2.97% |
| Q3 2022 | 761.0K | $384M | +3.15% |
| Q2 2022 | 942.0K | $484M | +3.89% |
| Q1 2022 | 1.67M | $851M | +6.21% |
| Q4 2021 | 1.83M | $919M | +6.80% |
| Q3 2021 | 1.89M | $737M | +5.06% |
| Q2 2021 | 1.82M | $730M | +4.61% |
| Q1 2021 | 1.75M | $651M | +4.65% |
| Q4 2020 | 1.74M | $610M | +4.42% |
| Q3 2020 | 2.24M | $698M | +5.49% |
| Q2 2020 | 2.22M | $654M | +4.92% |
| Q1 2020 | 2.26M | $564M | +5.37% |
| Q4 2019 | 1.87M | $549M | +3.83% |
| Q3 2019 | 1.87M | $406M | +3.00% |
| Q2 2019 | 1.25M | $305M | +2.19% |
| Q1 2019 | 469.9K | $116M | +0.79% |
| Q4 2018 | 615.1K | $153M | +1.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbis Allan Gray Ltd’s full portfolio or all institutional holders of UNH.