Position in UNH
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$79,847,510
+$39,509,847 QoQ
Shares Held
192,112
+28.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#290
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$124,689
CallShares
300
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 Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $166,514,324 across 11 Healthcare Plans names. UNH ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
192,112 | $79,847,510 | |
| 2 | CNC |
Centene Corp
|
373,315 | $23,963,089 | |
| 3 | CI |
Cigna Group
|
63,151 | $17,409,467 | |
| 4 | CVS |
CVS HEALTH Corp
|
151,163 | $15,637,812 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
50,652 | $11,584,112 | |
| 6 | ELV |
Elevance Health, Inc.
|
29,634 | $11,460,356 | |
| 7 | HUM |
Humana Inc
|
11,764 | $4,672,896 | |
| 8 | PGNY |
Progyny, Inc.
|
26,577 | $766,214 |
All Filings in UNH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,847,510 | 192,112 | Shares | Sole | 2026-08-19 | |
| 2026-06-30 | $124,689 | 300 | Call | Sole | 2026-08-19 | |
| 2026-03-31 | $40,337,663 | 149,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,316,977 | 143,337 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $50,295,707 | 145,658 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,623,309 | 127,010 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $75,281,730 | 143,736 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $75,019,543 | 148,301 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $227,091,466 | 388,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $197,867,880 | 388,540 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $160,677,570 | 324,798 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $167,764,403 | 318,659 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $77,127,961 | 152,974 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $74,384,326 | 154,761 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $67,047,288 | 141,872 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $76,018,798 | 143,383 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,100,582 | 136,822 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $67,731,360 | 131,868 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $62,812,494 | 123,169 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $58,459,138 | 116,420 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $42,762,585 | 109,440 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $40,369,157 | 100,812 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $36,096,743 | 97,016 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $25,596,834 | 72,992 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $22,133,487 | 70,993 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $17,430,660 | 59,097 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $12,413,637 | 49,778 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||