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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
US Asset Management LLC3,541$1.79M1.61%-10213F-HRTimeline
RKL Wealth Management LLC3,526$1.78M0.16%+1,06013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,518$1.78M0.24%+10213F-HRTimeline
Hudson Canyon Capital Management3,518$1.78M1.16%013F-HRTimeline
Gen-Wealth Partners Inc3,516$1.78M0.76%+34113F-HRTimeline
LSV ASSET MANAGEMENT3,514$1.78M<0.01%+1413F-HRTimeline
Prossimo Advisors, LLC3,514$1.78M1.29%+1113F-HRTimeline
Chicago Partners Investment Group LLC3,364$1.76M0.06%+29213F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,482$1.76M0.92%013F-HRTimeline
Farringdon Capital, Ltd.3,475$1.76M0.73%13F-HRTimeline
KPP Advisory Services LLC3,470$1.76M0.41%-3213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,467$1.75M0.07%-23313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,459$1.75M0.1%-1713F-HRTimeline
MRA Advisory Group3,458$1.75M0.93%-40013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/3,455$1.75M2.06%+2,25113F-HRTimeline
COMMONS CAPITAL, LLC3,451$1.75M1.58%+6813F-HRTimeline
Financial Advisors Network, Inc.3,451$1.75M0.29%13F-HRTimeline
Ellevest, Inc.3,450$1.75M0.1%-15313F-HRTimeline
PGGM Investments3,450$1.75M0.02%-2,67613F-HRTimeline
Evelyn Partners Investment Management (…3,444$1.74M0.63%13F-HRTimeline
SkyView Investment Advisors, LLC3,440$1.74M0.28%new13F-HRTimeline
SAXON INTERESTS, INC.3,437$1.74M0.77%+1,13613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…3,432$1.74M0.26%+6013F-HRTimeline
LRT Capital Management, LLC3,427$1.73M1.36%+1,56413F-HRTimeline
Executive Wealth Management, LLC3,416$1.73M0.14%+2,32813F-HRTimeline
Alpha DNA Investment Management LLC3,411$1.73M0.94%+11113F-HRTimeline
James J. Burns & Company, LLC3,409$1.72M0.3%-8613F-HRTimeline
Stiles Financial Services Inc3,406$1.72M0.62%-8,32913F-HRTimeline
One Capital Management, LLC3,401$1.72M0.06%-1,29613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,386$1.71M0.6%+813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,377$1.71M0.15%-4,90413F-HRTimeline
Rede Wealth, LLC3,366$1.7M0.65%-25313F-HRTimeline
Pinion Investment Advisors, LLC3,364$1.7M0.68%-6413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,354$1.7M0.35%+36513F-HRTimelineGroup
Zullo Investment Group, Inc.3,349$1.69M0.68%-3913F-HRTimeline
Corundum Group, Inc.3,339$1.69M0.63%+1,13313F-HRTimeline
Herold Advisors, Inc.3,335$1.69M0.37%-71813F-HRTimeline
Buckley Wealth Management, LLC3,334$1.69M0.52%+5813F-HRTimeline
SIERRA SUMMIT ADVISORS LLC3,322$1.68M0.34%-46113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,319$1.68M1.11%-1213F-HRTimeline
Bison Wealth, LLC3,317$1.68M0.37%-7,13013F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,315$1.68M0.63%+4313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,312$1.68M1.07%+1513F-HRTimeline
Cornerstone Advisory, LLC3,198$1.67M0.19%-913F-HRTimeline
FLOW TRADERS U.S. LLC3,301$1.67M0.07%new13F-HRTimeline
CSU Producer Resources, Inc.3,300$1.67M5.5%013F-HRTimeline
PICTET BANK & TRUST Ltd3,300$1.67M1.67%+13013F-HRTimeline
Kings Path Partners LLC3,300$1.67M0.71%+33813F-HRTimeline
Paulson Wealth Management Inc.3,286$1.66M0.45%-26513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding3,281$1.66MnewTimeline
Axecap Investments, LLC3,271$1.65M1.25%-2,28313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,255$1.65M0.1%-7,97713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,249$1.64M0.19%-27513F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC3,245$1.64M0.04%013F-HRTimeline
KLCM Advisors, Inc.3,243$1.64M0.19%+5013F-HRTimeline
Scissortail Wealth Management, LLC3,239$1.64M0.42%+3,23313F-HRTimeline
GoalVest Advisory LLC3,238$1.64M0.45%-1013F-HRTimeline
Benchmark Investment Advisors LLC3,229$1.63M1.06%-11713F-HRTimeline
Enclave Advisors LLC3,227$1.63M0.27%+7913F-HRTimeline
Laraway Financial Advisors Inc3,225$1.63M1.26%+213F-HRTimeline
SeaCrest Wealth Management, LLC3,223$1.63M0.17%+7113F-HRTimeline
Mendel Money Management3,211$1.62M0.73%+13113F-HRTimeline
Westside Investment Management, Inc.3,210$1.62M0.34%+45113F-HRTimeline
Heartland Bank & Trust Co3,209$1.62M0.88%+53913F-HRTimeline
ICON ADVISERS INC/CO3,203$1.62M0.36%-4,91613F-HRTimeline
Trust Investment Advisors3,192$1.61M1.03%-11913F-HRTimeline
Summit X, LLC3,193$1.61M0.36%-32313F-HRTimeline
Wallace Advisory Group, LLC2,759$1.61M1.11%-213F-HRTimeline
Montecito Bank & Trust3,176$1.61M0.28%+13513F-HRTimeline
ALGERT GLOBAL LLC3,175$1.61M0.04%+16013F-HR/ATimeline
Bluespring Wealth Management, LLC3,164$1.6M0.16%-45913F-HRTimeline
Bulltick Wealth Management, LLC3,159$1.6M0.38%+2,31413F-HRTimeline
OV Management LLC3,151$1.59M0.74%+31413F-HRTimeline
Ellis Investment Partners, LLC3,134$1.59M0.31%-713F-HRTimeline
Prairie Wealth Advisors, Inc.3,131$1.58M0.76%-46413F-HRTimeline
Westbourne Investment Advisors, Inc.3,125$1.58M0.54%+513F-HRTimeline
MRP Capital Investments, LLC3,108$1.57M1.43%-6513F-HRTimeline
Northern Financial Advisors Inc3,105$1.57M1.25%-18013F-HRTimeline
Altman Advisors, Inc.3,103$1.57M0.67%+4713F-HRTimeline
FULLCIRCLE WEALTH LLC2,953$1.57M0.64%-1613F-HRTimeline
Mechanics Financial Corp3,101$1.57M0.7%-2013F-HRTimeline
SkyOak Wealth, LLC3,090$1.56M0.33%+13913F-HRTimeline
AR ASSET MANAGEMENT INC3,090$1.56M0.35%013F-HRTimeline
Pekin Hardy Strauss, Inc.3,090$1.56M0.2%new13F-HRTimeline
Lee Financial Co3,083$1.56M0.22%-8113F-HRTimeline
Aviance Capital Partners, LLC3,076$1.56M0.22%-12413F-HRTimeline
Mainstream Capital Management LLC3,073$1.55M1.09%+313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,068$1.55M0.38%+13513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,057$1.55M0.98%+45713F-HRTimelineGroup
Westhampton Capital, LLC3,049$1.54M0.79%-2013F-HRTimeline
Mission Creek Capital Partners, Inc.3,044$1.54M0.34%-2,28213F-HRTimeline
Yarbrough Capital, LLC3,043$1.54M0.06%013F-HRTimeline
Institute for Wealth Management, LLC.3,026$1.53M0.19%-1513F-HRTimeline
Centurion Wealth Management LLC3,025$1.53M0.48%+8613F-HRTimeline
Ninety One North America, Inc.3,020$1.53M0.09%-39513F-HRTimeline
1248 Management, LLC3,019$1.53M0.66%13F-HRTimeline
PFW Advisors LLC3,018$1.53M0.47%13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,017$1.53M0.71%+30413F-HRTimeline
INDEPENDENT INVESTORS INC3,015$1.53M0.3%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,011$1.52M0.46%+8013F-HRTimeline
Supplemental Annuity Collective Trust o…3,000$1.52M0.45%013F-HRTimeline
One68 Global Capital, LLC3,000$1.52M0.81%13F-HRTimeline
Semmax Financial Advisors Inc.2,851$1.51M0.4%+6413F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,983$1.51M0.72%-2,18413F-HRTimeline
CRA Financial Services, LLC2,981$1.51M0.26%-12613F-HRTimeline
Apeiron RIA LLC2,975$1.5M0.42%013F-HRTimeline
Invera Wealth Advisors, LLC2,840$1.5M1.49%-7413F-HRTimeline
Mill Creek Capital Advisors, LLC2,971$1.5M0.04%+1,29613F-HRTimeline
Legacy Bridge, LLC2,968$1.5M0.78%013F-HRTimeline
E&G Advisors, LLC2,963$1.5M0.41%+3013F-HRTimeline
HARTLINE INVESTMENT CORP/2,960$1.5M0.17%-72013F-HRTimeline
XML Financial, LLC2,956$1.5M0.14%+513F-HRTimeline
Trail Ridge Investment Advisors, LLC2,955$1.49M0.71%+1613F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…2,946$1.49M1.94%-35013F-HRTimeline
Ironwood Investment Counsel, LLC2,944$1.49M0.25%-4013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,944$1.49M1.14%13F-HRTimeline
ALTFEST L J & CO INC2,933$1.48M0.19%-4713F-HRTimeline
Sunpointe, LLC2,930$1.48M0.74%+17913F-HRTimeline
HHM Wealth Advisors, LLC2,921$1.48M0.2%+1,86613F-HRTimeline
CFS Investment Advisory Services, LLC2,904$1.47M0.13%+38713F-HRTimeline
Burford Brothers, Inc.2,903$1.47M0.72%+813F-HRTimeline
ArrowMark Colorado Holdings LLC2,900$1.47M0.02%new13F-HRTimeline
Meridian Financial Partners LLC2,891$1.46M0.77%-1113F-HRTimeline
TWO SIGMA SECURITIES, LLC2,890$1.46M0.26%+2,16913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,878$1.46M0.14%+55713F-HRTimeline
Bridgefront Capital, LLC2,882$1.46M0.49%new13F-HRTimeline
Patton Albertson Miller Group, LLC2,881$1.46M0.19%-2513F-HRTimeline
Sendero Wealth Management, LLC2,877$1.46M0.22%+18513F-HRTimeline
ICW Investment Advisors LLC2,868$1.45M0.61%+45513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,872$1.45M0.43%+6013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,859$1.45M0.64%-6513F-HRTimeline
BEACON FINANCIAL GROUP2,856$1.44M0.16%-15813F-HRTimeline
Vectors Research Management, LLC2,856$1.44M0.49%-5113F-HRTimeline
White Knight Strategic Wealth Advisors,…2,856$1.44M0.6%+1,54913F-HRTimeline
SYM FINANCIAL Corp2,849$1.44M0.19%+1,89213F-HRTimeline
Phillips Wealth Planners LLC2,767$1.44M1.44%+11713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,847$1.44M1%+11913F-HRTimeline
SteelPeak Wealth, LLC2,844$1.44M0.06%+22113F-HRTimeline
Brand Asset Management Group, Inc.2,834$1.43M0.58%-13613F-HRTimeline
Faithward Advisors, LLC2,832$1.43M0.24%-42413F-HRTimeline
Martin Capital Partners, LLC2,831$1.43M1.7%-3,80813F-HRTimeline
MCDONALD PARTNERS LLC2,826$1.43M0.37%+10913F-HRTimeline
CERTUITY, LLC2,825$1.43M0.16%+54813F-HRTimeline
Zuckerman Investment Group, LLC2,601$1.43M0.14%+48513F-HRTimeline
ERn Financial, LLC2,813$1.42M0.21%+11313F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,812$1.42M0.15%13F-HRTimeline
Austin Private Wealth, LLC2,811$1.42M0.13%+39613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,805$1.42M0.14%-21513F-HRTimelineGroup
MGB Wealth Management, LLC2,793$1.42M0.44%-1,15713F-HRTimeline
Heritage Family Offices, LLP2,797$1.41M0.71%+14713F-HRTimeline
Wealth Management Partners, LLC2,778$1.41M0.61%-12113F-HRTimeline
Archer Investment Corp2,777$1.4M0.37%+25913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,774$1.4M0.39%-24513F-HRTimeline
Alta Wealth Advisors LLC2,771$1.4M0.61%-56013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,766$1.4M1.01%+5213F-HRTimeline
Cromwell Holdings LLC2,765$1.4M0.81%013F-HRTimeline
Scientech Research LLC2,760$1.4M0.4%+1,73613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,758$1.4M0.15%+5913F-HRTimeline
Colonial River Investments, LLC2,758$1.39M0.68%+8113F-HRTimeline
Keudell/Morrison Wealth Management2,757$1.39M0.36%-6613F-HRTimeline
Avalon Trust Co2,755$1.39M0.1%+15213F-HRTimeline
Dynamic Technology Lab Private Ltd2,745$1.39M0.22%new13F-HRTimeline
Nabity-Jensen Investment Management Inc2,736$1.38M1.05%+5013F-HRTimeline
Syntegra Private Wealth Group, LLC2,733$1.38M0.16%-6013F-HRTimeline
BANK OF STOCKTON2,730$1.38M0.42%+1613F-HRTimeline
Perennial Investment Advisors, LLC2,729$1.38M0.16%-6313F-HRTimeline
Nicholson Wealth Management Group, LLC2,726$1.38M0.92%+1,06713F-HRTimeline
Duncan Williams Asset Management, LLC2,721$1.38M0.54%+14713F-HRTimeline
Sovran Advisors, LLC2,529$1.37M0.2%13F-HRTimeline
Sand Hill Global Advisors, LLC2,717$1.37M0.06%-213F-HRTimeline
2UniFi Bank2,711$1.37M0.91%13F-HRTimeline
TLWM2,708$1.37M0.27%+10513F-HRTimeline
Baldwin Investment Management, LLC2,706$1.37M0.18%-9413F-HRTimeline
Edge Capital Group, LLC2,700$1.37M0.07%+18513F-HRTimeline
Caldwell Investment Management Ltd.2,690$1.36M0.92%013F-HRTimeline
INVESTMENT PARTNERS, LTD.2,695$1.36M0.56%-3313F-HRTimeline
Wolf Group Capital Advisors2,834$1.36M0.66%013F-HRTimeline
Prudent Man Advisors, LLC2,684$1.36M0.49%-27913F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,683$1.36M0.5%-34213F-HR/ATimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,680$1.36M0.24%-5013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,679$1.36M0.96%013F-HRTimeline
Bradyco, Inc.2,673$1.35M0.84%13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,669$1.35M0.4%-3413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,483$1.35M0.21%+4513F-HRTimeline
Summit Financial Wealth Advisors, LLC2,461$1.35M0.26%-5313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,663$1.35M0.51%-75413F-HR/ATimeline
EVERETT HARRIS & CO /CA/2,661$1.35M0.02%-1113F-HRTimeline
Kensington Investment Counsel, LLC2,661$1.35M0.56%-9413F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,301$1.35M0.45%-513F-HRTimeline
Keystone Financial Group2,644$1.34M0.13%+38213F-HRTimeline
Amica Retiree Medical Trust2,655$1.34M1.27%-23013F-HRTimeline
LeClair Wealth Partners LLC2,650$1.34M0.89%13F-HRTimeline
Olde Wealth Management, LLC2,649$1.34M0.48%-45113F-HRTimeline
Allred Capital Management, LLC2,648$1.34M0.52%+4013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,648$1.34M0.1%-1,19613F-HRTimeline
Nicholas Hoffman & Company, LLC.2,644$1.34M0.05%+18313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
ARBOR CAPITAL MANAGEMENT INC /ADV2,484$1.33M1.31%+9113F-HRTimeline
GARRISON POINT ADVISORS, LLC2,636$1.33M0.63%-513F-HRTimeline
Fairtree Asset Management (Pty) Ltd2,635$1.33M1.28%13F-HR/ATimeline
DORCHESTER WEALTH MANAGEMENT Co2,631$1.33M0.27%-90313F-HRTimeline