HERITAGE INVESTORS MANAGEMENT CORP

Position in UNH — Unitedhealth Group Inc

CIK 937589 BETHESDA, MD

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$33,251,231

+$11,494,713 QoQ

Shares Held

80,002

-0.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#442

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $38,952,125 across 3 Healthcare Plans names. UNH ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	80,002	$33,251,231
2	CI	Cigna Group	17,513	$4,827,983
3	CVS	CVS HEALTH Corp	8,438	$872,911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,251,231	80,002	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$21,756,518	80,404	+2.3%	Shares	Sole	2026-04-24
2025-12-31	$25,936,412	78,569	-1.4%	Shares	Sole	2026-02-06
2025-09-30	$27,512,122	79,676	+0.3%	Shares	Sole	2025-11-04
2025-06-30	$24,771,353	79,403	+6.7%	Shares	Sole	2025-08-04
2025-03-31	$38,989,521	74,443	+9.0%	Shares	Sole	2025-05-05
2024-12-31	$34,556,814	68,313	+1.9%	Shares	Sole	2025-02-05
2024-09-30	$39,203,378	67,051	-1.8%	Shares	Sole	2024-10-30
2024-06-30	$34,758,522	68,253	+4.4%	Shares	Sole	2024-07-30
2024-03-31	$32,331,613	65,356	+2.2%	Shares	Sole	2024-04-29
2023-12-31	$33,664,597	63,944	-2.1%	Shares	Sole	2024-02-07
2023-09-30	$32,920,077	65,293	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$31,050,305	64,602	+1.1%	Shares	Sole	2023-08-01
2023-03-31	$30,204,172	63,912	+5.7%	Shares	Sole	2023-05-01
2022-12-31	$32,059,454	60,469	-3.2%	Shares	Sole	2023-02-06
2022-09-30	$31,559,444	62,489	-3.5%	Shares	Sole	2022-10-27
2022-06-30	$33,258,056	64,751	-1.2%	Shares	Sole	2022-08-01
2022-03-31	$33,430,063	65,553	-2.7%	Shares	Sole	2022-05-02
2021-12-31	$33,817,622	67,347	-1.6%	Shares	Sole	2022-01-28
2021-09-30	$26,754,358	68,471	-0.8%	Shares	Sole	2021-10-28
2021-06-30	$27,643,574	69,033	-2.7%	Shares	Sole	2021-07-29
2021-03-31	$26,400,970	70,957	-0.4%	Shares	Sole	2021-04-23
2020-12-31	$24,993,664	71,272	-0.7%	Shares	Sole	2021-01-28
2020-09-30	$22,373,550	71,763	-1.4%	Shares	Sole	2020-10-29
2020-06-30	$21,477,669	72,818	-1.1%	Shares	Sole	2020-07-24
2020-03-31	$18,362,348	73,632	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.