Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,503,989,986
+$595,804,442 QoQ
Shares Held
3,618,579
+7.8% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#39
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$51,122,490
PutShares
123,000
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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $2,304,476,081 across 11 Healthcare Plans names. UNH ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,618,579 | $1,503,989,986 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,682,178 | $380,921,312 | |
| 3 | CI |
Cigna Group
|
594,107 | $163,783,416 | |
| 4 | ELV |
Elevance Health, Inc.
|
302,259 | $116,892,619 | |
| 5 | HUM |
Humana Inc
|
134,962 | $53,609,603 | |
| 6 | CNC |
Centene Corp
|
711,144 | $45,648,331 | |
| 7 | OSCR |
Oscar Health, Inc.
|
820,789 | $23,408,901 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
31,489 | $7,201,533 |
All Filings in UNH
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,989,986 | 3,618,579 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $51,122,490 | 123,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $908,185,544 | 3,356,316 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $23,676,625 | 87,500 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $16,670,555 | 50,500 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $23,107,700 | 70,000 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $1,065,195,644 | 3,226,790 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $101,863,500 | 295,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,207,747,865 | 3,497,677 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $20,718,000 | 60,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $35,252,610 | 113,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,358,939,447 | 4,355,994 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $8,173,614 | 26,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $3,370,425,523 | 6,435,180 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $104,750 | 200 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $18,059,202 | 35,700 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $45,628,572 | 90,200 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $3,439,393,228 | 6,799,101 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,639,405,393 | 7,934,948 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $116,936 | 200 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $1,731,484 | 3,400 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $4,160,245,260 | 8,169,197 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $1,629,632 | 3,200 | Put | Defined | 2024-08-13 | |
| 2024-03-31 | $3,989,930,621 | 8,065,354 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $27,455,850 | 55,500 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $4,257,307,548 | 8,086,515 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $7,528,521 | 14,300 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $473,823 | 900 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $2,067,179 | 4,100 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $4,044,159,918 | 8,021,103 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $453,771 | 900 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $3,615,683,610 | 7,522,644 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $3,172,224 | 6,600 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $432,576 | 900 | Call | Defined | 2023-08-15 | |
| 2023-03-31 | $3,166,353 | 6,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $3,609,773,796 | 7,638,278 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $2,315,691 | 4,900 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $636,216 | 1,200 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $318,108 | 600 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $4,102,154,288 | 7,737,286 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,927,889,508 | 7,777,383 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,024,631,585 | 7,835,663 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,179,951,764 | 8,196,466 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,815,054,341 | 7,597,591 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,918,979,405 | 7,470,388 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,068,736,698 | 7,663,412 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $2,995,736,856 | 8,051,541 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,900,873,001 | 8,272,137 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,000 | 1,500 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $2,407,306,487 | 7,721,418 | Shares | Defined | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||