UnitedHealth shares owned by Stifel Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in UnitedHealth
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All positions including UnitedHealth held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217M | 628k | 345.30 |
| 2025-06-30 | $532M | 1.7M | 311.97 |
| 2025-03-31 | $842M | 1.6M | 523.75 |
| 2024-12-31 | $835M | 1.7M | 505.86 |
| 2024-09-30 | $976M | 1.7M | 584.68 |
| 2024-06-30 | $865M | 1.7M | 509.26 |
| 2024-03-31 | $852M | 1.7M | 494.70 |
| 2023-12-31 | $901M | 1.7M | 526.47 |
| 2023-09-30 | $866M | 1.7M | 504.19 |
| 2023-06-30 | $827M | 1.7M | 480.64 |
| 2023-03-31 | $862M | 1.8M | 472.59 |
| 2022-12-31 | $1.0B | 2.0M | 530.18 |
| 2022-09-30 | $999M | 2.0M | 505.14 |
| 2022-06-30 | $1.0B | 2.0M | 515.46 |
| 2022-03-31 | $1.0B | 2.0M | 510.97 |
| 2021-12-31 | $982M | 2.0M | 500.88 |
| 2021-09-30 | $742M | 1.9M | 389.89 |
| 2021-06-30 | $740M | 1.9M | 398.98 |
| 2021-03-31 | $697M | 1.9M | 372.16 |
| 2020-12-31 | $662M | 1.9M | 352.94 |
| 2020-09-30 | $563M | 1.8M | 311.36 |
| 2020-06-30 | $526M | 1.8M | 294.90 |
| 2020-03-31 | $424M | 1.7M | 246.96 |
| 2019-12-31 | $512M | 1.7M | 293.98 |
| 2019-09-30 | $316M | 1.5M | 217.31 |
| 2019-06-30 | $338M | 1.4M | 244.01 |
| 2019-03-31 | $368M | 1.5M | 247.26 |
| 2018-12-31 | $365M | 1.5M | 249.12 |
| 2018-09-30 | $383M | 1.4M | 266.04 |
| 2018-06-30 | $347M | 1.4M | 245.35 |
| 2018-03-31 | $313M | 1.5M | 214.01 |
| 2017-12-31 | $317M | 1.4M | 220.46 |
| 2017-09-30 | $281M | 1.4M | 195.85 |
| 2017-06-30 | $255M | 1.4M | 185.42 |
| 2017-03-31 | $220M | 1.3M | 164.01 |
| 2016-12-31 | $192M | 1.2M | 160.06 |
| 2016-09-30 | $166M | 1.2M | 139.98 |
| 2016-06-30 | $166M | 1.2M | 141.18 |
| 2016-03-31 | $151M | 1.2M | 128.88 |
| 2015-12-31 | $52M | 1.1M | 47.52 |
| 2015-09-30 | $123M | 1.1M | 116.00 |
| 2015-06-30 | $127M | 1.0M | 121.81 |
| 2015-03-31 | $125M | 1.1M | 118.28 |
| 2014-12-31 | $107M | 1.1M | 101.07 |
| 2014-09-30 | $21M | 243k | 86.24 |
| 2014-06-30 | $20M | 244k | 81.74 |
| 2014-03-31 | $21M | 257k | 81.74 |