Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$737,229,112
+$321,817,996 QoQ
Shares Held
1,773,763
+15.5% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#61
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$25,311,867
CallShares
60,900
PutValue
$36,824,818
PutShares
88,600
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, 2026BANK OF MONTREAL /CAN/ holds $1,225,128,822 across 10 Healthcare Plans names. UNH ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,773,763 | $737,229,112 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,980,182 | $204,849,822 | |
| 3 | CNC |
Centene Corp
|
1,686,373 | $108,248,278 | |
| 4 | ELV |
Elevance Health, Inc.
|
252,092 | $97,491,535 | |
| 5 | HUM |
Humana Inc
|
158,143 | $62,817,560 | |
| 6 | OSCR |
Oscar Health, Inc.
|
261,650 | $7,462,258 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
25,371 | $5,802,344 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
25,087 | $597,320 |
All Filings in UNH
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,229,112 | 1,773,763 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $25,311,867 | 60,900 | Call | Defined | 2026-08-12 | |
| 2026-06-30 | $36,824,818 | 88,600 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $1,731,776 | 6,400 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $415,411,116 | 1,535,205 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $6,169,452 | 22,800 | Call | Defined | 2026-05-13 | |
| 2025-12-31 | $9,177,058 | 27,800 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $544,448,768 | 1,649,295 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $744,190,209 | 2,155,199 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $4,972,320 | 14,400 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $566,684,764 | 1,816,472 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $30,760,242 | 98,600 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $1,116,928,296 | 2,132,560 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,115,730,376 | 2,205,611 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,455,737,427 | 2,489,802 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $6,606,884 | 11,300 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $1,150,704,540 | 2,259,562 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,115,820,582 | 2,255,550 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,202,947,620 | 2,284,931 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,046,738,267 | 2,076,079 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,067,445,683 | 2,220,884 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $884,267,872 | 1,871,110 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $19,187,154 | 40,600 | Put | Defined | 2024-06-13 | |
| 2022-12-31 | $958,691,088 | 1,808,237 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $728,876,754 | 1,443,206 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,102,686,050 | 2,146,849 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $803,536,266 | 1,575,654 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,040,052,952 | 2,071,241 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $881,608,684 | 2,256,254 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $901,849,339 | 2,252,146 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,348,630 | 9,000 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $585,807,094 | 1,574,454 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $668,995,738 | 1,907,710 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $9,819,040 | 28,000 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $9,643,700 | 27,500 | Put | Defined | 2021-02-12 | |
| 2020-09-30 | $8,729,560 | 28,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $435,784,618 | 1,397,776 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $11,691,375 | 37,500 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $439,499,091 | 1,490,080 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $268,035,864 | 1,074,809 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||