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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
KLCM Advisors, Inc.3,177$1.66M0.19%-6613F-HRTimeline
Evergreen Wealth Management, LLC3,173$1.66M0.99%+57913F-HRTimeline
Quotient Wealth Partners, LLC3,164$1.66M0.05%-41013F-HRTimeline
SYM FINANCIAL Corp3,158$1.65M0.2%+30913F-HRTimeline
Leonteq Securities AG3,143$1.65M0.13%-5,79113F-HRTimeline
Laraway Financial Advisors Inc3,151$1.65M1.31%-7413F-HRTimeline
Mason & Associates Inc3,148$1.65M0.41%-95313F-HRTimeline
RAM Investment Partners, LLC3,130$1.64M0.4%new13F-HRTimeline
Enclave Advisors LLC3,128$1.64M0.28%-9913F-HRTimeline
GSA CAPITAL PARTNERS LLP3,127$1.64M0.15%-4,57313F-HRTimeline
Paulson Wealth Management Inc.3,127$1.64M0.46%-15913F-HRTimeline
MRA Advisory Group3,121$1.63M0.87%-33713F-HRTimeline
Bell Bank3,113$1.63M0.09%-4,21113F-HRTimeline
Pekin Hardy Strauss, Inc.3,103$1.63M0.2%+1313F-HRTimeline
AR ASSET MANAGEMENT INC3,090$1.62M0.37%013F-HRTimeline
Westbourne Investment Advisors, Inc.3,085$1.62M0.57%-4013F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,082$1.61M0.34%-6,28713F-HRTimeline
Safeguard Investment Advisory Group, LLC3,077$1.61M0.44%+58413F-HRTimeline
Mechanics Financial Corp3,068$1.61M0.73%-3313F-HRTimeline
ICW Investment Advisors LLC3,051$1.6M0.65%+18313F-HRTimeline
Westhampton Capital, LLC3,032$1.59M0.87%-1713F-HRTimeline
COOKSON PEIRCE & CO INC3,030$1.59M0.08%+65513F-HRTimeline
Institute for Wealth Management, LLC.3,023$1.58M0.2%-313F-HRTimeline
Townsend & Associates, Inc3,720$1.58M0.16%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC3,013$1.58M1.07%+3013F-HRTimeline
LM Advisors LLC3,017$1.58M0.28%-1,93613F-HRTimeline
INDEPENDENT INVESTORS INC3,010$1.58M0.33%-513F-HRTimeline
Burford Brothers, Inc.3,010$1.58M0.77%+10713F-HRTimeline
Sivia Capital Partners, LLC3,010$1.58M0.74%+50513F-HRTimeline
Supplemental Annuity Collective Trust o…3,000$1.57M0.49%013F-HRTimeline
Quinn Opportunity Partners LLC3,000$1.57M0.11%-3,50013F-HRTimeline
Resonant Capital Advisors, LLC2,995$1.57M0.11%+36513F-HRTimeline
HARTLINE INVESTMENT CORP/2,994$1.57M0.21%+3413F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,989$1.57M0.34%-33313F-HRTimeline
CWC Advisors, LLC.2,977$1.56M0.89%+1,09213F-HRTimeline
MCDONALD PARTNERS LLC2,911$1.55M0.4%+8513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC2,962$1.55M1%-6,30113F-HRTimeline
First National Bank of Mount Dora, Trus…2,959$1.55M0.38%-5,46013F-HRTimeline
Apeiron RIA LLC2,957$1.55M0.47%-1813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,403$1.55M0.94%+9113F-HRTimeline
HHM Wealth Advisors, LLC2,947$1.54M0.21%+2613F-HRTimeline
Bluespring Wealth Management, LLC2,944$1.54M0.16%-22013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,942$1.54M0.3%-41213F-HR/ATimelineGroup
PFW Advisors LLC2,941$1.54M0.48%-7713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,939$1.54M0.1%-31613F-HRTimeline
CFS Investment Advisory Services, LLC2,939$1.54M0.14%+3513F-HRTimeline
Northern Financial Advisors Inc2,931$1.54M1.27%-17413F-HRTimeline
E&G Advisors, LLC2,928$1.53M0.43%-3513F-HRTimeline
Allred Capital Management, LLC2,927$1.53M0.61%+27913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,926$1.53M0.45%+5413F-HRTimeline
Nicholas Hoffman & Company, LLC.2,924$1.53M0.06%+28013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Duncan Williams Asset Management, LLC2,922$1.53M0.55%+20113F-HRTimeline
Centurion Wealth Management LLC3,025$1.53M0.48%013F-HRTimeline
Heritage Family Offices, LLP2,921$1.53M0.78%+12413F-HRTimeline
Sunpointe, LLC2,913$1.53M0.81%-1713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,904$1.52M0.11%+25613F-HRTimeline
XML Financial, LLC2,895$1.52M0.14%-6113F-HRTimeline
Aviance Capital Partners, LLC2,891$1.51M0.21%-18513F-HRTimeline
Breakwater Capital Group2,890$1.51M0.27%+44013F-HRTimeline
Meridian Financial Partners LLC2,889$1.51M0.77%-213F-HRTimeline
CRA Financial Services, LLC2,883$1.51M0.26%-9813F-HRTimeline
CAPITAL & PLANNING, LLC2,879$1.51M1.12%+33013F-HRTimeline
Strategic Investment Advisors / MI2,878$1.51M0.16%+28313F-HRTimeline
Ironwood Investment Counsel, LLC2,875$1.51M0.26%-6913F-HRTimeline
CALTON & ASSOCIATES, INC.2,874$1.51M0.34%new13F-HR/ATimeline
Archer Investment Corp2,866$1.5M0.39%+8913F-HRTimeline
Mill Creek Capital Advisors, LLC2,863$1.5M0.04%-10813F-HRTimeline
Vectors Research Management, LLC2,856$1.5M0.52%013F-HRTimeline
EFG Asset Management (North America) Co…2,849$1.49M0.25%new13F-HRTimeline
Summit X, LLC2,849$1.49M0.31%-34413F-HRTimeline
Patton Albertson Miller Group, LLC2,845$1.49M0.22%-3613F-HR/ATimeline
Nicholson Wealth Management Group, LLC2,843$1.49M0.98%+11713F-HRTimeline
Costello Asset Management, INC2,835$1.48M0.6%-3,71013F-HRTimeline
Fortis Group Advisors, LLC2,833$1.48M0.29%-3,20913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,832$1.48M0.23%-60013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,827$1.48M0.03%+93013F-HRTimeline
ALGERT GLOBAL LLC2,823$1.48M0.04%-35213F-HR/ATimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,807$1.47M0.59%+14413F-HRTimeline
Martin Capital Partners, LLC2,807$1.47M1.76%-2413F-HRTimeline
SWP Investment Management LLC2,806$1.47M1.83%13F-HRTimeline
Paladin Wealth, LLC2,795$1.46M1.31%+29813F-HRTimeline
Lord & Richards Wealth Management, LLC2,772$1.45M1.65%+1,75413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,808$1.45M0.14%-7013F-HR/ATimeline
Cromwell Holdings LLC2,765$1.45M0.93%013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…2,764$1.45M2.03%-18213F-HRTimeline
JSF Financial, LLC2,762$1.45M0.38%-1,08613F-HRTimeline
Nabity-Jensen Investment Management Inc2,760$1.45M1.15%+2413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,758$1.45M0.16%013F-HRTimeline
Perennial Investment Advisors, LLC2,759$1.44M0.16%+3013F-HRTimeline
Keudell/Morrison Wealth Management2,757$1.44M0.34%013F-HRTimeline
Riverwater Partners LLC2,756$1.44M0.74%+22513F-HRTimeline
Austin Private Wealth, LLC2,755$1.44M0.13%-5613F-HRTimeline
MGB Wealth Management, LLC2,791$1.44M0.52%-213F-HRTimeline
Brand Asset Management Group, Inc.2,754$1.44M0.6%-8013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,747$1.44M0.03%+26413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,740$1.44M0.15%-6513F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC2,739$1.43M0.74%-21613F-HRTimeline
TLWM2,736$1.43M0.29%+2813F-HRTimeline
Bison Wealth, LLC3,296$1.43M0.13%+2,73813F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,727$1.43M0.33%+10513F-HRTimeline
Prudent Man Advisors, LLC2,727$1.43M0.52%+4313F-HRTimeline
Chicago Partners Investment Group LLC3,644$1.42M0.05%+28013F-HRTimeline
AXS Investments LLC2,717$1.42M0.39%+20813F-HRTimeline
Faithward Advisors, LLC2,709$1.42M0.25%-12313F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,707$1.42M0.41%+2413F-HRTimeline
Oslo Pensjonsforsikring AS2,702$1.42M0.21%+16313F-HRTimeline
Stiles Financial Services Inc2,697$1.41M0.54%-70913F-HRTimeline
TOBAM2,695$1.41M0.6%+35813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waterfront Wealth Inc.2,689$1.41M0.34%+49713F-HRTimeline
Modus Advisors, LLC2,689$1.41M0.46%+69913F-HRTimeline
CERTUITY, LLC2,685$1.41M0.15%-14013F-HRTimeline
Hillsdale Investment Management Inc.2,684$1.41M0.07%+1,94013F-HRTimeline
Main Street Financial Solutions, LLC2,676$1.4M0.12%+1,02813F-HRTimeline
BSW Wealth Partners2,673$1.4M0.21%+18713F-HRTimeline
Bradyco, Inc.2,673$1.4M1.06%013F-HRTimeline
BANK OF STOCKTON2,671$1.4M0.45%-5913F-HRTimeline
Keystone Financial Group2,747$1.4M0.14%+10313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,669$1.4M0.63%-19013F-HRTimeline
EVERETT HARRIS & CO /CA/2,653$1.39M0.02%-813F-HRTimeline
Clarendon Private LLC2,650$1.39M1.47%+6613F-HRTimeline
Integrated Investment Consultants, LLC2,644$1.38M0.28%+1,03913F-HR/ATimeline
Trek Financial, LLC2,644$1.38M0.1%+1,82513F-HRTimeline
Caldwell Investment Management Ltd.2,690$1.38M1.02%013F-HRTimeline
ERn Financial, LLC2,632$1.38M0.22%-18113F-HRTimeline
GARRISON POINT ADVISORS, LLC2,621$1.37M0.67%-1513F-HRTimeline
Cadence Bank2,616$1.37M0.1%+1213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,608$1.37M0.17%013F-HRTimeline
LPWM LLC2,608$1.37M0.44%+1,74213F-HRTimeline
Ninety One North America, Inc.2,604$1.36M0.09%-41613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,603$1.36M0.22%+12013F-HRTimeline
St. Johns Investment Management Company…2,601$1.36M0.67%+6013F-HRTimeline
Zuckerman Investment Group, LLC2,595$1.36M0.15%-613F-HRTimeline
Verition Fund Management LLC2,594$1.36M0.01%-11,52813F-HRTimeline
Fairtree Asset Management (Pty) Ltd2,593$1.36M1.09%-4213F-HRTimeline
BEACON FINANCIAL GROUP2,591$1.36M0.15%-26513F-HRTimeline
Baldwin Investment Management, LLC2,589$1.36M0.16%-11713F-HRTimeline
Gitterman Wealth Management, LLC2,585$1.35M0.36%+513F-HRTimeline
Greykasell Wealth Strategies, Inc.2,583$1.35M0.72%013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,580$1.35M1.01%-18613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV2,582$1.35M1.31%+9813F-HRTimeline
Riverbend Wealth Management, LLC2,573$1.35M1.21%+22413F-HRTimeline
Intellectus Partners, LLC2,566$1.34M0.33%+30113F-HRTimeline
LaSalle St. Investment Advisors, LLC2,560$1.34M0.32%+35113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,560$1.34M0.39%-21413F-HRTimeline
Prairie Wealth Advisors, Inc.2,548$1.33M0.66%-58313F-HRTimeline
Financial Security Advisor, Inc.2,541$1.33M0.34%+22113F-HRTimeline
Altman Advisors, Inc.3,232$1.33M0.61%+12913F-HRTimeline
CFO4Life Group, LLC2,533$1.33M0.22%+513F-HRTimeline
2UniFi Bank2,785$1.32M0.86%+7413F-HRTimeline
Wilson & Boucher Capital Management, LLC2,524$1.32M0.98%-15513F-HRTimeline
Highview Capital Management LLC/DE/2,523$1.32M0.55%-1,06813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,523$1.32M0.52%-913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding2,522$1.32M-1,144Timeline
Sompo Asset Management Co., Ltd.2,520$1.32M0.25%+4013F-HRTimeline
Texas Yale Capital Corp.2,517$1.32M0.05%+37713F-HRTimeline
Transform Wealth, LLC2,512$1.32M0.08%-7,37813F-HRTimeline
Prentice Wealth Management LLC2,508$1.31M0.38%-1913F-HRTimeline
ADIRONDACK TRUST CO2,500$1.31M0.51%-5713F-HRTimeline
Permanens Capital L.P.2,493$1.31M0.24%+1,00913F-HRTimeline
Fairscale Capital, LLC2,492$1.3M1.18%+913F-HRTimeline
CALIFORNIA FIRST LEASING CORP2,489$1.3M0.58%013F-HRTimeline
CYBER HORNET ETFs LLC2,485$1.3M1.33%+313F-HRTimeline
Colonial River Investments, LLC2,483$1.3M0.72%-27513F-HRTimeline
Cornerstone Advisory, LLC3,296$1.3M0.15%+9813F-HRTimeline
CenterBook Partners LP2,480$1.3M0.08%-13,75113F-HRTimeline
Semus Wealth Partners LLC2,476$1.3M0.9%+5313F-HRTimeline
SeaCrest Wealth Management, LLC2,470$1.29M0.15%-75313F-HRTimeline
Gibbs Wealth Management2,469$1.29M0.31%+36813F-HRTimeline
CVA Family Office, LLC2,462$1.29M0.2%+4013F-HRTimeline
Summit Financial Wealth Advisors, LLC2,461$1.29M0.26%013F-HRTimeline
1776 Wealth LLC2,455$1.29M0.59%+10213F-HRTimeline
Avidian Wealth Enterprises, LLC2,449$1.28M0.06%+3913F-HRTimeline
Corundum Group, Inc.2,447$1.28M0.61%-89213F-HRTimeline
Texas Bank & Trust Co2,442$1.28M0.54%-16013F-HRTimeline
Abundance Wealth Counselors2,440$1.28M0.27%+33013F-HRTimeline
Bremer Bank National Association2,430$1.27M0.23%+25013F-HRTimeline
Northstar Advisory Group, LLC2,430$1.27M0.83%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…2,418$1.27M1.13%+21413F-HRTimeline
MRP Capital Investments, LLC2,413$1.26M1.18%-69513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,413$1.26M0.17%+2913F-HRTimeline
Trust Co of the South2,413$1.26M0.26%+3113F-HRTimeline
Topsail Wealth Management, LLC2,405$1.26M0.26%+1,22513F-HRTimeline
MCF Advisors LLC2,403$1.26M0.09%-17513F-HRTimeline
ALTFEST L J & CO INC2,403$1.26M0.16%-53013F-HRTimeline
Alta Wealth Advisors LLC2,401$1.26M0.58%-37013F-HRTimeline
Sound Income Strategies, LLC2,399$1.26M0.07%+33013F-HRTimeline
Financial Engines Advisors L.L.C.2,398$1.26M<0.01%-1,43713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,395$1.25M0.95%-913F-HRTimeline
Sand Hill Global Advisors, LLC2,393$1.25M0.05%-32413F-HRTimeline
Olde Wealth Management, LLC2,394$1.25M0.44%-25513F-HRTimeline
American Money Management, LLC2,389$1.25M0.24%-1913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,911$1.25M0.01%-48313F-HRTimeline
Fairfield Financial Advisors, LTD2,372$1.24M0.47%-1,50513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,370$1.24M0.34%+57213F-HRTimeline
Crews Bank & Trust2,363$1.24M0.21%+513F-HRTimeline
GenTrust, LLC2,362$1.24M0.06%-1313F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,361$1.24M0.28%-30813F-HRTimeline
Cornerstone Wealth Advisors, Inc.2,360$1.24M0.34%013F-HRTimeline
Gratus Wealth Advisors, LLC2,352$1.23M0.2%013F-HRTimeline
Lokken Investment Group LLC2,347$1.23M0.52%+3613F-HRTimeline