Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$317,063,761
+$169,031,820 QoQ
Shares Held
762,851
+39.4% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#119
of 3,340 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $709,084,664 across 11 Healthcare Plans names. UNH ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
762,851 | $317,063,761 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,791,866 | $185,368,537 | |
| 3 | CI |
Cigna Group
|
347,749 | $95,867,443 | |
| 4 | ELV |
Elevance Health, Inc.
|
175,144 | $67,733,438 | |
| 5 | CNC |
Centene Corp
|
450,504 | $28,917,850 | |
| 6 | HUM |
Humana Inc
|
26,738 | $10,620,868 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,989 | $1,369,684 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
51,652 | $1,229,834 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,063,761 | 762,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $148,031,941 | 547,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,780,332 | 117,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,545,147 | 111,628 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $31,032,903 | 99,474 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,069,573 | 87,961 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $34,189,053 | 67,586 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $27,815,565 | 47,574 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,887,757 | 35,125 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,615,060 | 23,479 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,786,843 | 20,489 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,958,760 | 19,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,139,850 | 19,016 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,665,882 | 18,337 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,117,505 | 17,197 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,639,740 | 15,127 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $6,938,626 | 13,509 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,048,193 | 9,899 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $288,228 | 574 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $178,568 | 457 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $183,001 | 457 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $264,541 | 711 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $69,434 | 198 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||