Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A) has disclosed a substantial new investment in UnitedHealth Group Inc. (NYSE: UNH), acquiring 5,039,564 shares last quarter at a reported average purchase price of $311.97 per share.
The position, valued at exactly $1,572,193,000 at the time of purchase, marks one of Berkshire’s most notable new entries in Q2 2025.
UnitedHealth closed Thursday’s session at $271.49, down 0.12%, but surged 12.52% in pre-market trading Friday to $305.48. While the stock remains below Berkshire’s reported purchase price, the market reaction highlights renewed optimism in the healthcare giant’s growth prospects.
The UnitedHealth buy was part of a broader portfolio reshuffle for Berkshire, which also added stakes in D.R. Horton (NYSE: DHI), Lennar (NYSE: LEN), and Nucor (NYSE: NUE), while trimming positions in Apple (NASDAQ: AAPL) and Bank of America (NYSE: BAC).
Notably, Buffett’s move into UNH was echoed by other prominent investors. Michael Burry of “The Big Short” fame also purchased shares in Q2, alongside David Tepper and major sovereign wealth funds.
For a detailed look at Burffet’s portfolio changes and other high-conviction plays, see Finbold’s earlier report.
