Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,170,408
+$73,155,477 QoQ
Shares Held
520,103
-1.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#153
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $288,446,040 across 8 Healthcare Plans names. UNH ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
520,103 | $216,170,408 | |
| 2 | CI |
Cigna Group
|
83,579 | $23,041,058 | |
| 3 | CVS |
CVS HEALTH Corp
|
204,600 | $21,165,870 | |
| 4 | ELV |
Elevance Health, Inc.
|
44,962 | $17,388,154 | |
| 5 | CNC |
Centene Corp
|
124,570 | $7,996,148 | |
| 6 | PGNY |
Progyny, Inc.
|
55,314 | $1,594,702 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
185,384 | $971,412 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
4,968 | $118,288 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,170,408 | 520,103 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $143,014,931 | 528,530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $191,929,583 | 581,411 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $373,310,044 | 1,081,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $279,507,335 | 895,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $659,761,064 | 1,259,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $943,156,745 | 1,864,462 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,273,815,419 | 2,178,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,281,919,964 | 2,517,221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,013,439,450 | 2,048,594 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $1,111,965,709 | 2,112,116 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,079,435,494 | 2,140,930 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,046,366,735 | 2,177,028 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $798,214,905 | 1,689,022 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $619,352,033 | 1,168,192 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $529,433,936 | 1,048,301 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $511,661,255 | 996,167 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $521,540,197 | 1,022,688 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $519,239,875 | 1,034,054 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $412,097,066 | 1,054,658 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $508,075,468 | 1,268,793 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $438,546,257 | 1,178,666 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $144,808,746 | 412,937 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $131,200,921 | 420,826 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $119,929,914 | 406,611 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $98,359,711 | 394,417 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||