Position in UNH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$807,924,643
-$214,942,317 QoQ
Shares Held
2,985,789
-3.6% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 12.08022402118837.ToString("F0")%
Shared 0.ToString("F0")%
None 87.91977597881163.ToString("F0")%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$703,534
CallShares
2,600
PutValue
$0
PutShares
0
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, 2026RAYMOND JAMES FINANCIAL INC holds $1,495,369,415 across 10 Healthcare Plans names. UNH ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,985,789 | $807,924,643 | |
| 2 | CI |
Cigna Group
|
1,157,124 | $308,662,824 | |
| 3 | CVS |
CVS HEALTH Corp
|
3,459,485 | $248,460,209 | |
| 4 | ELV |
Elevance Health, Inc.
|
357,029 | $104,520,238 | |
| 5 | CNC |
Centene Corp
|
295,555 | $9,676,469 | |
| 6 | HUM |
Humana Inc
|
35,305 | $6,121,532 | |
| 7 | OSCR |
Oscar Health, Inc.
|
412,706 | $4,733,736 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
149,038 | $2,626,049 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,924,643 | 2,985,789 | Shares | Defined | 2026-05-14 | |
| 2026-03-31 | $703,534 | 2,600 | Call | Defined | 2026-05-14 | |
| 2025-12-31 | $1,022,866,960 | 3,098,564 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $1,135,553,231 | 3,288,599 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,099,121,782 | 3,523,165 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,922,939,743 | 3,671,484 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,914,740,801 | 3,785,120 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||