Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$272,328,670
+$96,238,712 QoQ
Shares Held
655,219
+0.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#134
of 3,340 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $432,988,841 across 10 Healthcare Plans names. UNH ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
655,219 | $272,328,670 | |
| 2 | CVS |
CVS HEALTH Corp
|
710,358 | $73,486,532 | |
| 3 | CI |
Cigna Group
|
103,558 | $28,548,867 | |
| 4 | ELV |
Elevance Health, Inc.
|
67,077 | $25,940,686 | |
| 5 | HUM |
Humana Inc
|
33,176 | $13,178,168 | |
| 6 | OSCR |
Oscar Health, Inc.
|
196,226 | $5,596,365 | |
| 7 | CNC |
Centene Corp
|
77,143 | $4,951,807 | |
| 8 | PGNY |
Progyny, Inc.
|
131,210 | $3,782,783 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,328,670 | 655,219 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $176,089,958 | 650,763 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $215,497,126 | 652,804 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $216,883,272 | 628,101 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $532,138,455 | 1,705,736 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $841,930,738 | 1,607,505 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $835,349,884 | 1,651,346 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $975,569,565 | 1,668,553 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $864,986,764 | 1,698,517 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $851,901,595 | 1,722,057 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $901,196,601 | 1,711,772 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $865,936,743 | 1,717,481 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $826,681,090 | 1,719,959 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $861,724,854 | 1,823,409 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,046,357,943 | 1,973,590 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $998,447,916 | 1,976,968 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,027,106,934 | 1,999,702 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,010,789,603 | 1,982,057 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $984,851,194 | 1,961,308 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $743,082,758 | 1,901,732 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $743,082,490 | 1,855,665 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $696,830,552 | 1,872,848 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $657,484,668 | 1,874,885 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $564,117,259 | 1,809,402 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $525,608,270 | 1,782,025 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $427,727,594 | 1,715,164 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||