FIRST MANHATTAN CO. LLC.

Position in UNH — Unitedhealth Group Inc

CIK 728083 NEW YORK, NY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$360,530,762

+$82,451,643 QoQ

Shares Held

867,432

-15.6% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#107

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $370,675,597 across 4 Healthcare Plans names. UNH ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	867,432	$360,530,762
2	ELV	Elevance Health, Inc.	15,285	$5,911,168
3	CVS	CVS HEALTH Corp	36,168	$3,741,579
4	CI	Cigna Group	1,785	$492,088

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	$360,530,762	867,432	-15.6%	Shares	Sole	2026-08-14
2026-03-31	$278,079,119	1,027,677	-24.1%	Shares	Sole	2026-05-15
2025-12-31	$446,771,534	1,353,402	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$460,245,535	1,332,886	-4.1%	Shares	Sole	2025-11-14
2025-06-30	$433,823,610	1,390,594	+21.4%	Shares	Sole	2025-08-14
2025-03-31	$599,945,673	1,145,481	-24.8%	Shares	Sole	2025-05-15
2024-12-31	$770,423,768	1,522,998	-2.2%	Shares	Sole	2025-02-14
2024-09-30	$910,591,740	1,557,419	-4.2%	Shares	Sole	2024-11-14
2024-06-30	$828,001,250	1,625,891	-5.0%	Shares	Sole	2024-08-15
2024-03-31	$846,833,891	1,711,813	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$908,544,546	1,725,729	-2.5%	Shares	Sole	2024-02-13
2023-09-30	$892,671,924	1,770,507	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$828,289,795	1,723,306	+7.3%	Shares	Sole	2023-08-14
2023-03-31	$758,927,082	1,605,889	+5.6%	Shares	Sole	2023-05-15
2022-12-31	$806,096,805	1,520,421	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$779,172,681	1,542,794	-3.6%	Shares	Sole	2022-11-14
2022-06-30	$821,709,896	1,599,809	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$825,806,150	1,619,323	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$804,316,302	1,601,777	+2.5%	Shares	Sole	2022-02-14
2021-09-30	$610,669,181	1,562,853	+4.5%	Shares	Sole	2021-11-15
2021-06-30	$598,785,139	1,495,318	+0.9%	Shares	Sole	2021-08-16
2021-03-31	$551,659,631	1,482,677	+19.7%	Shares	Sole	2021-05-14
2020-12-31	$434,544,420	1,239,148	+10.9%	Shares	Sole	2021-02-16
2020-09-30	$348,284,814	1,117,121	+43.9%	Shares	Sole	2020-11-12
2020-06-30	$229,006,848	776,426	+4.4%	Shares	Sole	2020-08-14
2020-03-31	$185,406,797	743,471	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.