UnitedHealth Stock (UNH) Up Big After Berkshire Hathaway Discloses $1.6B Stake

UnitedHealth's stock (NYSE: UNH) is on the move this morning, jumping 12.8% in pre-market trading following the disclosure of a new $1.6 billion stake by Warren Buffett's Berkshire Hathaway, and others. These moves signal strong confidence in UnitedHealth's long-term prospects despite recent challenges for the value oriented firm.

The surge followed an SEC filing revealing Berkshire Hathaway's holdings as of June 30, 2025. The acquisition of approximately 5.04 million shares positions UnitedHealth as the 18th largest holding in Berkshire's portfolio. This move is particularly noteworthy given UnitedHealth's year-to-date performance of -46.19%, which has been impacted by rising healthcare costs, a Department of Justice investigation, a cyberattack, and the loss of a former executive.

Berkshire Hathaway's other moves included new positions in Nucor (NUE), Lennar (LEN), DR Horton (DHI), and Lamar (LAMR). The firm exited its position in T-Mobile (TMUS), while increasing stakes in Pool Corp (POOL), Heico (HEI.A), Domino's Pizza (DPZ), and Constellation Brands (STZ). Reductions were made in holdings of Apple (AAPL), DaVita (DVA), Charter Communications (CHTR), and Bank of America (BAC).

Adding to the positive sentiment, Stephen Mandel's Lone Pine Capital also disclosed a new position in UnitedHealth Group, whilst David Tepper's Appaloosa Management further bolstered confidence by increasing its stake in UnitedHealth, along with Nvidia (NVDA), TSMC (TSM), Amazon (AMZN), and Micron (MU).

The collective moves into UNH by these major firms underscores a renewed interest in the healthcare sector, and comes with the stock down significantly in recent times. The size of the move could indicate a belief that UnitedHealth is well-positioned to navigate current headwinds and capitalize on future opportunities within the evolving healthcare landscape.