LPL Financial LLC

Position in UNH — Unitedhealth Group Inc

CIK 1403438 FORT MILL, SC

Back to UNH Full portfolio

Position in UNH

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$343,972,384

-$64,349,587 QoQ

Shares Held

1,271,194

+2.8% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Mar 31, 2026

CallValue

$703,534

CallShares

2,600

PutValue

$1,434,127

PutShares

5,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

LPL Financial LLC holds $591,841,838 across 11 Healthcare Plans names. UNH ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,271,194	$343,972,384
2	CVS	CVS HEALTH Corp	1,444,958	$103,776,883
3	CI	Cigna Group	238,130	$63,521,177
4	ELV	Elevance Health, Inc.	177,654	$52,008,208
5	MOH	Molina Healthcare, Inc.	93,974	$12,526,734
6	CNC	Centene Corp	208,621	$6,830,251
7	HUM	Humana Inc	31,136	$5,398,671
8	OSCR	Oscar Health, Inc.	163,566	$1,876,102

All Filings in UNH

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,434,127	5,300	-65.6%	Put	Sole	2026-05-06
2026-03-31	$343,972,384	1,271,194	+2.8%	Shares	Sole	2026-05-06
2026-03-31	$703,534	2,600	-61.8%	Call	Sole	2026-05-06
2025-12-31	$5,083,694	15,400	+42.6%	Put	Sole	2026-02-11
2025-12-31	$408,321,971	1,236,927	-4.8%	Shares	Sole	2026-02-11
2025-12-31	$2,244,748	6,800	-9.3%	Call	Sole	2026-02-11
2025-09-30	$2,589,750	7,500	+971.4%	Call	Sole	2025-11-12
2025-09-30	$3,729,240	10,800	+414.3%	Put	Sole	2025-11-12
2025-09-30	$448,699,394	1,299,448	+3.1%	Shares	Sole	2025-11-12
2025-06-30	$393,359,853	1,260,890	+20.1%	Shares	Sole	2025-08-12
2025-06-30	$655,137	2,100	+162.5%	Put	Sole	2025-08-12
2025-06-30	$218,379	700	-30.0%	Call	Sole	2025-08-12
2025-03-31	$523,750	1,000	-50.0%	Call	Sole	2025-05-07
2025-03-31	$549,755,235	1,049,652	+6.5%	Shares	Sole	2025-05-07
2024-12-31	$1,011,720	2,000	+300.0%	Call	Sole	2025-02-11
2024-12-31	$498,628,225	985,704	+10.0%	Shares	Sole	2025-02-11
2024-09-30	$523,840,537	895,944	+7.8%	Shares	Sole	2024-11-08
2024-06-30	$423,193,532	830,997	+4.9%	Shares	Sole	2024-08-07
2024-06-30	$254,630	500	+6150.0%	Call	Sole	2024-08-07
2024-03-31	$3,957	8	—	Call	Sole	2024-05-10
2024-03-31	$392,058,654	792,518	-1.3%	Shares	Sole	2024-05-10
2023-12-31	$422,761,201	803,011	+8.1%	Shares	Sole	2024-02-14
2023-09-30	$374,401,914	742,581	+11.1%	Shares	Sole	2023-11-13
2023-06-30	$321,132,406	668,135	+1.6%	Shares	Sole	2023-07-31
2023-03-31	$310,881,044	657,824	-1.9%	Shares	Sole	2023-05-10
2022-12-31	$355,439,034	670,412	+8.8%	Shares	Sole	2023-02-07
2022-09-30	$311,059,186	615,910	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$410,904	800	-11.1%	Put	Sole	2022-08-12
2022-06-30	$310,253,065	604,040	+8.0%	Shares	Sole	2022-08-12
2022-03-31	$285,160,434	559,171	+7.8%	Shares	Sole	2022-05-16
2021-12-31	$260,397,752	518,576	+11.6%	Shares	Sole	2022-02-14
2021-09-30	$181,593,289	464,742	+10.9%	Shares	Sole	2021-11-15
2021-06-30	$167,801,979	419,044	+7.8%	Shares	Sole	2021-08-13
2021-03-31	$144,573,379	388,565	+5.2%	Shares	Sole	2021-05-14
2020-12-31	$129,549,959	369,425	+11.9%	Shares	Sole	2021-02-12
2020-09-30	$102,914,341	330,097	+4.4%	Shares	Sole	2020-11-09
2020-06-30	$93,270,858	316,226	+6.2%	Shares	Sole	2020-08-13
2020-03-31	$74,256,386	297,764	—	Shares	Sole	2020-05-14
2020-03-31	$224,442	900	—	Put	Sole	2020-05-14
No filing history on record for this holder in this stock.