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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Coign Capital Advisors LLC2,369$985K0.44%-7913F-HRTimeline
Ironwood Investment Counsel, LLC2,363$982K0.13%-18213F-HRTimeline
Elevation Wealth Management LLC2,361$981K0.73%+17713F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,353$978K0.16%013F-HRTimeline
Coppell Advisory Solutions LLC2,905$978K0.1%new13F-HRTimeline
Cornerstone Wealth Advisors, Inc.2,350$977K0.2%013F-HRTimeline
LMCG INVESTMENTS, LLC2,349$976K0.05%+1713F-HRTimeline
Sagewood Asset Management LP2,349$976K0.22%+91113F-HRTimeline
Allegheny Financial Group2,346$975K0.1%+23713F-HRTimeline
Cravens & Co Advisors, LLC2,346$975K0.65%-51813F-HRTimeline
KPP Advisory Services LLC2,341$973K0.12%-4,07013F-HRTimeline
Emerald Advisors, LLC2,339$972K0.12%+1,05213F-HRTimeline
QTR Family Wealth, LLC2,332$969K0.34%+45013F-HRTimeline
Financial Management Professionals, Inc.2,332$969K0.09%+14213F-HRTimeline
Quadcap Wealth Management, LLC2,327$967K0.09%+26713F-HRTimeline
SevenBridge Financial Group, LLC2,369$965K0.14%-18513F-HRTimeline
DF DENT & CO INC2,319$964K0.02%-19913F-HRTimeline
Welch & Forbes LLC2,318$963K0.01%+34913F-HRTimeline
Sovereign Financial Group, Inc.2,317$963K0.15%+11813F-HRTimeline
Richmond Brothers, Inc.2,313$961K0.5%new13F-HRTimeline
Basecamp Wealth Advisors LLC2,312$961K0.18%+5013F-HRTimeline
Journey Advisory Group, LLC2,310$960K0.07%new13F-HRTimeline
CVA Family Office, LLC2,297$955K0.09%+91813F-HRTimeline
Prasad Wealth Partners, LLC2,291$952K0.23%+913F-HRTimeline
AA Financial Advisors, LLC2,291$952K0.11%+1,26213F-HRTimeline
Johnson Financial Group, LLC2,285$950K0.05%+1,41513F-HRTimeline
Caitong International Asset Management …2,284$949K0.13%new13F-HRTimeline
Evernest Financial Advisors, LLC2,280$948K0.2%+18313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,268$943K0.17%+55713F-HRTimeline
Mason & Associates Inc2,266$942K0.15%-51613F-HRTimeline
BSW Wealth Partners2,266$942K0.1%-9913F-HRTimeline
S&T Bank/PA2,265$941K0.28%-73313F-HRTimeline
Rooted Wealth Advisors, Inc.2,263$941K0.23%-63213F-HRTimeline
Crews Bank & Trust2,262$940K0.12%+20513F-HRTimeline
Goepper Burkhardt LLC2,257$938K0.28%-34713F-HRTimeline
Harbor Group, Inc.2,250$935K0.11%+1213F-HRTimeline
Patton Albertson Miller Group, LLC2,248$934K0.09%-10913F-HRTimeline
FCA CORP /TX2,247$934K0.23%new13F-HRTimeline
Cane Capital Partners, LLC2,247$934K0.38%-63113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,239$931K0.11%+213F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,239$931K0.65%+30513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,237$930K0.29%+513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,236$929K0.08%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,235$929K0.05%+1313F-HRTimeline
Salvus Wealth Management, LLC2,232$928K0.52%-22213F-HRTimeline
INDEPENDENT INVESTORS INC2,230$927K0.18%-35013F-HRTimeline
Altus Wealth Group LLC2,225$925K0.33%+14813F-HRTimeline
AlphaStar Capital Management, LLC2,220$923K0.06%+37013F-HRTimeline
Fairvoy Private Wealth, LLC2,212$919K0.19%new13F-HRTimeline
Cercano Management LLC2,211$919K0.12%-88,71613F-HR/ATimeline
Legacy Wealth Management, LLC / MS2,208$918K0.24%-1,70013F-HRTimeline
SFMG, LLC2,207$917K0.06%-3113F-HRTimeline
CRA Financial Services, LLC2,207$917K0.11%+17313F-HRTimeline
Topsail Wealth Management, LLC2,202$915K0.12%-27413F-HRTimeline
Collaborative Fund Advisors, LLC2,190$910K0.53%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,190$910K0.01%+3513F-HRTimeline
Herold Advisors, Inc.2,193$910K0.18%-13613F-HRTimeline
GARRISON POINT ADVISORS, LLC2,187$909K0.37%-27413F-HRTimeline
Grandview Asset Management LLC2,186$909K0.23%+22113F-HRTimeline
XY Planning Network, Inc.2,184$908K0.11%+1,41213F-HRTimeline
Redwood Family Wealth LLC2,182$907K0.8%+1113F-HRTimeline
Finer Wealth Management, Inc.2,175$904K0.4%-1913F-HRTimeline
Murphy & Mullick Capital Management Corp2,170$902K0.56%+5113F-HRTimeline
Pettee Investors, Inc.2,168$901K0.44%013F-HRTimeline
Cornerstone Advisory, LLC2,167$901K0.07%-39613F-HRTimeline
KG Capital Management2,164$899K0.54%+7713F-HRTimeline
DOLIVER ADVISORS, LP2,159$897K0.2%-2213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,158$897K0.22%-15513F-HRTimeline
Financial Planning Navigators CORP2,156$896K0.34%new13F-HRTimeline
RATIONAL ADVISORS, INC.2,155$896K0.08%+1,86013F-HRTimeline
Oxbow Advisors, LLC2,153$895K0.07%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,143$891K0.05%+33913F-HRTimeline
Synergy Investment Management, LLC2,141$891K0.22%+15113F-HRTimeline
Taylor Hoffman Capital Management LLC2,141$890K0.22%013F-HRTimeline
Financial Security Advisor, Inc.2,139$889K0.14%+20713F-HRTimeline
Beaumont Financial Advisors, LLC2,131$886K0.06%+4913F-HRTimeline
Twelve Points Wealth Management LLC2,130$885K0.18%-34113F-HRTimeline
Coastal Bridge Advisors, LLC2,128$884K0.05%-5713F-HRTimeline
SYM FINANCIAL Corp2,127$884K0.07%-65613F-HRTimeline
ADVISORY RESEARCH INC2,124$883K0.09%-113F-HRTimeline
BANK OF STOCKTON2,121$882K0.25%-2413F-HRTimeline
Wallace Capital Management Inc.2,119$881K0.1%013F-HRTimeline
Broderick Brian C2,112$878K0.14%-3,17413F-HRTimeline
Waterfront Wealth Inc.2,066$877K0.14%+25413F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,106$875K0.21%-20813F-HRTimeline
Bradyco, Inc.2,099$872K1%013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,095$871K0.51%-10013F-HRTimeline
Syntegra Private Wealth Group, LLC2,090$869K0.07%+14813F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,084$866K0.07%-16513F-HRTimeline
Certified Advisory Corp2,078$864K0.07%+5413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,075$862K0.33%-9213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,072$861K0.49%+6513F-HRTimeline
Burns Matteson Capital Management, LLC2,070$860K0.27%+21213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,069$860K0.07%-1313F-HRTimeline
ROMANO BROTHERS AND COMPANY2,069$860K0.09%-913F-HRTimeline
BOK Financial Private Wealth, Inc.2,062$857K0.04%-35213F-HRTimeline
Legacy Wealth Advisors, LLC2,061$857K0.37%+45613F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…2,060$856K0.01%-62013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,059$856K0.02%-64813F-HRTimelineGroup
Yoffe Investment Management, LLC2,058$855K0.98%013F-HRTimeline
55 North Private Wealth, LLC2,055$854K0.17%+12813F-HRTimeline
Patten Group, Inc.2,052$853K0.13%-46413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,047$851K0.11%-34413F-HRTimeline
Strategic Blueprint, LLC2,044$850K0.04%-18813F-HRTimeline
Bell Bank2,043$849K0.03%+7713F-HRTimeline
Fort Point Capital Partners LLC2,042$849K0.09%-11513F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,040$848K0.08%+1813F-HRTimeline
McLean Asset Management Corp2,041$846K0.11%+9013F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,031$844K0.15%-2913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…2,026$842K<0.01%new13F-HRTimelineGroup
BALLAST ADVISORS LLC2,024$841K0.2%+91013F-HRTimeline
Klingman & Associates, LLC2,021$840K0.04%+15513F-HRTimeline
Cornerstone Wealth Management, LLC2,021$840K0.04%-7213F-HRTimeline
Forty-three Eighteen Advisors, LLC2,019$839K0.56%new13F-HRTimeline
Bigelow Investment Advisors, LLC2,012$836K0.3%-5313F-HRTimeline
Keystone Financial Group2,007$834K0.05%+16713F-HRTimeline
Dorato Capital Management1,964$834K0.57%013F-HRTimeline
Aspire Growth Partners LLC1,999$831K0.48%+40913F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,999$831K0.14%new13F-HRTimeline
XXI WEALTH, LLC1,997$830K0.38%+66213F-HRTimeline
Corsicana & Co.1,996$830K0.4%+1,97313F-HRTimeline
Westbourne Investment Advisors, Inc.1,994$829K0.23%-53613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,987$826K0.57%+41413F-HRTimeline
Glen Eagle Advisors, LLC1,985$825K0.1%+11213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,984$825K0.11%013F-HRTimeline
Formidable Asset Management, LLC3,045$824K0.13%-94013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC1,980$823K0.11%-1,58313F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.1,975$821K0.19%+52613F-HRTimeline
Lauer Wealth, LLC1,927$819K0.56%-6813F-HRTimeline
RKL Wealth Management LLC1,971$819K0.07%-30113F-HRTimeline
FLOW TRADERS U.S. LLC1,966$817K0.03%-73213F-HRTimeline
HCR Wealth Advisors1,957$814K0.07%+2013F-HRTimeline
Wealth Science Advisors LLC1,957$813K0.36%+77513F-HRTimeline
Baron Wealth Management LLC1,957$813K0.21%+54013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,948$810K0.05%-36313F-HRTimeline
Abacus Planning Group, Inc.1,946$809K0.1%-2513F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,945$808K0.44%013F-HRTimeline
Breakwater Capital Group1,945$808K0.1%-46713F-HRTimeline
Westover Capital Advisors, LLC1,942$807K0.13%-1313F-HRTimeline
Ranch Capital Advisors Inc.1,941$807K0.26%+21813F-HRTimeline
Wisconsin Wealth Advisors, LLC1,940$806K0.69%-3713F-HRTimeline
Landing Point Financial Group, LLC1,938$805K0.27%-1413F-HRTimeline
First Interstate Bank1,932$803K0.04%+16213F-HRTimeline
Ifrah Financial Services, Inc.1,931$803K0.2%-813F-HRTimeline
Secure Asset Management, LLC1,931$803K0.11%-7013F-HRTimeline
Keating Financial Advisory Services, In…1,931$803K0.11%+8513F-HRTimeline
1ST SOURCE BANK1,930$802K0.04%-5713F-HRTimeline
Lumbard & Kellner, LLC1,928$801K0.24%-18013F-HRTimeline
Prudent Man Advisors, LLC1,928$801K0.18%+21513F-HRTimeline
Ignite Planners, LLC1,922$800K0.11%+57513F-HRTimeline
Kepler Cheuvreux (Suisse) SA1,923$799K0.05%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,915$796K0.04%-2,31713F-HRTimeline
ANCHYRA PARTNERS LLC1,913$795K0.19%+54113F-HRTimeline
Meadow Creek Wealth Advisors LLC1,913$795K0.49%-42713F-HRTimeline
Peak Asset Management, LLC1,912$795K0.12%013F-HRTimeline
NORTHLAND SECURITIES, INC.1,910$794K0.46%-33013F-HRTimeline
WealthTrust Axiom LLC1,907$793K0.18%-5413F-HRTimeline
WMS Group LLC1,904$791K1.02%-4513F-HRTimeline
RBA Wealth Management, LLC1,902$791K0.29%-55913F-HRTimeline
Saber Capital Managment, LLC1,900$790K0.57%-7,42613F-HRTimeline
Hexagon Capital Partners LLC1,900$790K0.11%-1,05513F-HRTimeline
Piedmont Capital Management, LLC1,846$789K0.4%013F-HRTimeline
Narus Financial Partners, LLC1,897$789K0.2%-2113F-HRTimeline
Syverson Strege & Co1,896$788K0.17%-18613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,894$788K0.29%+2013F-HRTimeline
Tortuga Wealth Management, Inc1,891$786K0.6%-40713F-HRTimeline
Teucrium Investment Advisors, LLC1,892$786K0.7%new13F-HRTimeline
Parisi Gray Wealth Management1,892$786K0.16%+313F-HRTimeline
Odyssey Capital Advisors, Inc.1,891$786K0.56%+29613F-HRTimeline
Golden State Wealth Management, LLC1,889$785K0.07%+17113F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…1,888$785K0.18%new13F-HRTimelineGroup
IPG Investment Advisors LLC1,887$784K0.11%-23713F-HRTimeline
North Star Investment Management Corp.1,886$784K0.04%+7013F-HRTimeline
Medallion Wealth Advisors, LLC1,880$782K0.25%-69913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,881$782K0.06%+9213F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,880$782K0.18%-14713F-HRTimeline
Triumph Capital Management1,878$781K0.14%-99513F-HRTimeline
Hodges Capital Management Inc.1,875$779K0.05%new13F-HRTimeline
Golden Reserve Retirement LLC1,873$779K0.12%+78613F-HRTimeline
Strategies Wealth Advisors, LLC1,869$777K0.07%-1013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,858$772K0.18%-35713F-HRTimeline
JSF Financial, LLC1,855$771K0.12%-1613F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,850$769K0.12%013F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.1,847$768K0.52%-567,74513F-HRTimeline
Lifeworks Advisors, LLC1,847$768K0.08%-17013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,845$767K0.05%-8513F-HRTimeline
First Growth Capital LLC1,831$761K0.58%-17113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,831$761K<0.01%013F-HRTimeline
Pekao Towarzystwo Funduszy Inwestycyjny…1,824$758K0.48%new13F-HRTimeline
Kellett Wealth Advisors, LLC1,822$757K0.35%-1213F-HRTimeline
Presidio Capital Management, LLC1,822$757K0.19%+113F-HRTimeline
SUMMITRY LLC1,821$757K0.02%+44213F-HRTimeline
Foundation Wealth Management, LLC\PA1,820$756K0.23%-2413F-HRTimeline
Element Wealth, LLC1,817$755K0.28%-813F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,815$754K0.05%-1,20413F-HRTimeline
Intrua Financial, LLC1,813$753K0.07%+13813F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,810$752K0.08%+13913F-HR/ATimeline
Enclave Advisors LLC1,805$750K0.1%-1,24213F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,802$749K0.33%+8313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,793$745K0.05%+50013F-HRTimelineGroup