In after-hours trading on Thursday, Warren Buffett's Berkshire Hathaway disclosed that it would increase its holdings in the health insurance company during the second quarter of 2025, causing UnitedHealth (UNH) shares to surge 8.2%.

The Omaha-based property and casualty insurance and investment giant added 5.04 million shares of UnitedHealth valued at $1.57 billion as of June 30, 2025.

The company reduced its holdings in Apple (AAPL) and also decreased its position in Bank of America (BAC).

The company also increased its stake in Nucor Steel (NUE), adding 6.61 million shares worth $856.8 million, and homebuilder D.R. Horton (DHI), adding approximately 1.49 million shares valued at $191.5 million.

Berkshire Hathaway acquired 7.05 million shares of Lennar (LEN) Class A stock worth $779.7 million and increased its holdings of the homebuilder's Class B shares from 152,600 shares to 181,000 shares, valued at $19 million.

The company increased its Pool (POOL) holdings to 3.46 million shares worth $1.01 billion and boosted its Heico (HEI) position to 1.29 million shares valued at $335 million, up from 1.16 million shares.

The company reduced its Apple holdings from 300 million shares to 280 million shares worth $57.4 billion; trimmed DaVita (DVA) from 35.1 million shares to 33.8 million shares valued at $4.81 billion; cut Charter Communications (CHTR) Class A shares from 1.98 million to 1.06 million shares worth $433.7 million; and reduced its long-held Bank of America position from 631.6 million shares to 605.3 million shares valued at $28.6 billion.

According to the 13F filing, the company closed its T-Mobile US (TMUS) position entirely.