NYSE · Health Care

MOLINA HEALTHCARE INC MOH

Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company was founded in 1980 and is headquartered in Long Beach, California.

Medical Specialities

Company profile

Business mix

  • It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company was founded in 1980 and is headquartered in Long Beach, California.
  • provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within healthcare plans?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 53.03 FCF 2.53% Buyback 8.58%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.2% $130.4M 2026-03-31
Baupost Group Seth Klarman 1.7% $84,460 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $84,460 Estimated from net added shares
Reduction amount $405.5M Estimated from net reduced shares
Net share change / base shares -50.0% -1,611,990 / 3,223,746
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.5% 13F value change -$106.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -58.3% 13F value change -$276.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,682,141 Last 2 periods -1,703,994 (-63.5%) Total shares 978,147 Value $130.4M
Baupost Group Seth Klarman 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$108,463
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 1.4% 13F value change -$24,003
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 2 periods +633,609 (New) Total shares 633,609 Value $84,460
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$79.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$79.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.0% 13F value change -$18.7M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$159.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 541,605 Last 2 periods -541,605 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.