Rockefeller Capital Management L.P.

Position in UNH — Unitedhealth Group Inc

CIK 1739439 NEW YORK, NY

Back to UNH Full portfolio

Position in UNH

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

Position Value

$102,160,188

+$6,555,602 QoQ

Shares Held

245,796

-30.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#252

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $162,972,482 across 10 Healthcare Plans names. UNH ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	245,796	$102,160,188
2	CVS	CVS HEALTH Corp	254,322	$26,309,609
3	ELV	Elevance Health, Inc.	41,556	$16,070,950
4	CI	Cigna Group	52,194	$14,388,840
5	CNC	Centene Corp	22,357	$1,435,094
6	HUM	Humana Inc	3,261	$1,295,332
7	PGNY	Progyny, Inc.	24,234	$698,664
8	OSCR	Oscar Health, Inc.	11,066	$315,600

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,160,188	245,796	-30.4%	Shares	Defined	2026-08-13
2026-03-31	$95,604,586	353,319	+10.2%	Shares	Defined	2026-05-14
2025-12-31	$105,824,681	320,574	+8.9%	Shares	Defined	2026-03-17
2025-09-30	$101,603,142	294,246	+45.8%	Shares	Defined	2025-11-14
2025-06-30	$62,945,561	201,768	-46.8%	Shares	Defined	2025-08-08
2025-03-31	$198,456,206	378,914	-4.6%	Shares	Defined	2025-05-14
2024-12-31	$200,857,782	397,062	+19.8%	Shares	Defined	2025-02-13
2024-09-30	$193,771,136	331,414	-8.3%	Shares	Defined	2024-11-14
2024-06-30	$184,109,709	361,524	+0.9%	Shares	Defined	2024-08-12
2024-03-31	$177,253,977	358,306	+0.4%	Shares	Defined	2024-05-14
2023-12-31	$187,815,539	356,745	+3.9%	Shares	Defined	2024-02-14
2023-09-30	$173,118,677	343,360	+2.1%	Shares	Defined	2023-11-14
2023-06-30	$161,703,155	336,433	+5.0%	Shares	Defined	2023-08-14
2023-03-31	$151,472,182	320,515	+6.5%	Shares	Defined	2023-05-16
2022-12-31	$159,550,776	300,937	+5.8%	Shares	Defined	2023-03-06
2022-09-30	$143,689,938	284,512	+20.1%	Shares	Defined	2022-11-02
2022-06-30	$121,720,548	236,981	+1.9%	Shares	Defined	2022-08-12
2022-03-31	$118,625,650	232,613	+11.3%	Shares	Defined	2022-05-13
2021-12-31	$104,978,392	209,062	+0.6%	Shares	Defined	2022-02-14
2021-09-30	$81,219,215	207,860	+7.3%	Shares	Defined	2021-11-12
2021-06-30	$77,578,842	193,734	+12.1%	Shares	Defined	2021-08-10
2021-03-31	$64,308,950	172,841	+10.7%	Shares	Defined	2021-05-11
2020-12-31	$54,732,731	156,076	+3.2%	Shares	Defined	2021-02-12
2020-09-30	$47,135,258	151,186	+4.6%	Shares	Defined	2020-11-13
2020-06-30	$42,647,409	144,592	+8.6%	Shares	Defined	2020-08-12
2020-03-31	$33,217,913	133,202	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.