Warren Buffett’s Berkshire Bets Big: UnitedHealth & Others Ride the ’Oracle Bounce’

Wall Street's favorite octogenarian just flexed his Midas touch again. Berkshire Hathaway's latest 13-F reveals aggressive positioning in UnitedHealth and other healthcare plays—sending stocks soaring like it's 1999.

The Oracle Effect Strikes Again

When Buffett sneezes, the entire S&P catches a cold. This time, the 'insurance-to-candy-conglomerate' plowed fresh capital into defensive healthcare names—because nothing says 'bullish' like betting on America's broken medical complex.

Follow-the-Leader Frenzy

Hedge funds scrambled to front-run the move within minutes of the filing drop. Because why bother with fundamental analysis when you can just Ctrl+C / Ctrl+V the Omaha playbook?

Buffett proves once more that in today's market, a single whale move can outweigh 10,000 retail 'apes'—even if his thesis boils down to 'healthcare costs only go up.' Cynical? Maybe. Profitable? Always.

Key Takeaways

• Warren Buffett's Berkshire Hathaway increased its holdings in UnitedHealth Group stock.
• A regulatory filing showed Berkshire held 5 million shares in the second quarter.
• Berkshire also added positions in D.R. Horton, Lamar Advertising, and Nucor, while dropping T-Mobile US from its portfolio.

Shares of recently beleaguered UnitedHealth Group (UNH) are getting a "Buffett Bounce" today.

That's because Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) has added more of the stock to its portfolio. A regulator filing from the conglomerate showed Buffett's firm owned 5 million shares of UnitedHealth valued at around $1.6 billion at the end of the second quarter. Berkshire has been buying UnitedHealth stock since the fourth quarter, when it requested that regulators allow it to make those purchases in secret to avoid a price jump.

But UnitedHealth—whose shares ROSE 10% at the opening bell—was not alone in getting the "Buffett Bounce." Shares of homebuilder D.R. Horton (DHI), Lamar Advertising (LAMR), and steelmaker Nucor (NUE) all advanced as Berkshire took new positions in those companies. 

The filing also showed Berkshire sold off its investment in T-Mobile US (TMUS), and reduced its stakes in long-time holdings Apple (AAPL) and Bank of America (BAC).

Prior to today's session, UnitedHealth Group shares were down 46% in 2025, and earlier this month fell to their lowest level since the COVID-19 pandemic hit in 2020.

TradingView