ZACKS INVESTMENT MANAGEMENT

Position in UNH — Unitedhealth Group Inc

CIK 1086483 Chicago, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$85,125,180

+$29,396,358 QoQ

Shares Held

204,810

-0.6% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#275

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $142,260,779 across 5 Healthcare Plans names. UNH ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	204,810	$85,125,180
2	CI	Cigna Group	154,865	$42,693,183
3	CNC	Centene Corp	198,720	$12,755,836
4	ALHC	Alignment Healthcare, Inc.	43,984	$1,047,259
5	CVS	CVS HEALTH Corp	6,180	$639,321

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,125,180	204,810	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$55,728,822	205,953	+6.2%	Shares	Sole	2026-05-14
2025-12-31	$64,022,523	193,943	-8.1%	Shares	Sole	2026-02-17
2025-09-30	$72,900,771	211,123	+69.9%	Shares	Sole	2025-11-14
2025-06-30	$38,761,960	124,249	-44.4%	Shares	Sole	2025-08-12
2025-03-31	$117,122,546	223,623	+4.8%	Shares	Sole	2025-05-14
2024-12-31	$107,948,500	213,396	-13.3%	Shares	Sole	2025-02-13
2024-09-30	$143,871,038	246,068	+124.6%	Shares	Sole	2024-11-14
2024-06-30	$55,785,868	109,543	+6.8%	Shares	Sole	2024-08-14
2024-03-31	$50,747,315	102,582	-15.6%	Shares	Sole	2024-05-15
2023-12-31	$64,010,854	121,585	-0.4%	Shares	Sole	2024-02-14
2023-09-30	$61,572,186	122,121	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$58,074,769	120,828	+2.6%	Shares	Sole	2023-08-15
2023-03-31	$55,650,780	117,757	-7.7%	Shares	Sole	2023-05-15
2022-12-31	$67,668,994	127,634	+16.4%	Shares	Sole	2023-02-14
2022-09-30	$55,378,141	109,651	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$55,775,081	108,590	+4.0%	Shares	Sole	2022-08-15
2022-03-31	$53,254,637	104,427	+1.7%	Shares	Sole	2022-05-13
2021-12-31	$51,540,653	102,642	+1.9%	Shares	Sole	2022-02-15
2021-09-30	$39,343,610	100,690	-8.4%	Shares	Sole	2021-11-15
2021-06-30	$44,023,572	109,938	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$39,581,922	106,383	+1.7%	Shares	Sole	2021-05-17
2020-12-31	$36,677,971	104,591	+1.2%	Shares	Sole	2021-02-16
2020-09-30	$32,229,535	103,376	-5.8%	Shares	Sole	2020-11-16
2020-06-30	$32,359,849	109,713	+2.5%	Shares	Sole	2020-08-14
2020-03-31	$26,701,116	107,070	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.