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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Glen Eagle Advisors, LLC2,902$905K0.14%-52113F-HRTimeline
Nilsine Partners, LLC2,895$903K0.09%-3,27113F-HRTimeline
Rede Wealth, LLC2,892$902K0.33%-29213F-HRTimeline
Patton Albertson Miller Group, LLC2,890$902K0.12%+4513F-HRTimeline
Bluespring Wealth Management, LLC2,873$896K0.09%-7113F-HRTimeline
Allred Capital Management, LLC2,865$894K0.33%-6213F-HRTimeline
CRA Financial Services, LLC2,863$893K0.14%-2013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC2,860$892K0.13%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,845$888K0.02%-47513F-HRTimeline
Vectors Research Management, LLC2,831$883K0.3%-2513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,832$883K0.13%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,830$883K0.03%-37,55413F-HRTimeline
Richard P Slaughter Associates Inc2,824$881K0.18%+76213F-HRTimeline
Sunpointe, LLC2,822$880K0.35%-9113F-HRTimeline
Drucker Wealth 3.0, LLC2,906$880K0.17%+1,40113F-HRTimeline
Mechanics Financial Corp2,806$875K0.37%-26213F-HRTimeline
RKL Wealth Management LLC2,803$874K0.08%-47013F-HRTimeline
Hartford Funds Management Co LLC2,795$873K0.08%-3,14413F-HR/ATimeline
Apeiron RIA LLC2,790$870K0.22%-16713F-HRTimeline
Mason & Associates Inc2,784$869K0.2%-36413F-HRTimeline
Secure Asset Management, LLC2,776$866K0.16%-3,32213F-HRTimeline
Lokken Investment Group LLC2,768$864K0.33%+42113F-HRTimeline
Agate Pass Investment Management, LLC2,758$861K0.35%+1,06813F-HRTimeline
ROI Financial Advisors, LLC2,755$859K0.55%-1,09513F-HRTimeline
CERTUITY, LLC2,752$859K0.08%+6713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,747$857K0.09%-1113F-HRTimeline
BANK OF HAWAII2,746$857K0.05%+1,30913F-HRTimeline
American Money Management, LLC2,734$853K0.15%+34513F-HRTimeline
Creekmur Asset Management LLC2,732$852K0.15%+57913F-HRTimeline
GARRISON POINT ADVISORS, LLC2,731$852K0.39%+11013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,092$850K0.74%+51013F-HRTimeline
Financial Security Advisor, Inc.2,723$850K0.2%+18213F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC2,721$849K0.04%-82013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC2,720$849K0.14%+60313F-HRTimeline
Aspen Grove Capital, LLC2,720$849K0.14%+1,60813F-HRTimeline
Wilson & Boucher Capital Management, LLC2,710$845K0.59%+18613F-HRTimeline
Paulson Wealth Management Inc.2,709$845K0.22%-41813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,709$845K0.22%+2,10513F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC2,707$845K0.23%013F-HRTimeline
MATAURO, LLC2,704$843K0.16%+1,70013F-HRTimeline
FourThought Financial Partners, LLC2,699$842K0.08%-15,49313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding2,693$840K-677Timeline
OAK HILL WEALTH ADVISORS, LLC2,730$840K0.17%+313F-HRTimeline
Brand Asset Management Group, Inc.2,687$838K0.31%-6713F-HRTimeline
STABLEFORD CAPITAL II LLC2,976$836K0.32%-1,25613F-HRTimeline
MUFG Securities EMEA plc2,681$836K0.04%-8,31813F-HR/ATimeline
Copperwynd Financial, LLC2,680$836K0.21%+41013F-HRTimeline
TLWM2,677$835K0.16%-5913F-HRTimeline
Bradyco, Inc.2,673$834K0.62%013F-HR/ATimeline
XML Financial, LLC2,667$832K0.07%-22813F-HRTimeline
MRA Advisory Group2,665$831K0.39%-45613F-HRTimeline
Cadence Bank2,647$826K0.05%+3113F-HRTimeline
BEACON FINANCIAL GROUP2,646$826K0.09%+5513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,645$825K0.09%-76213F-HR/ATimelineGroup
TODD ASSET MANAGEMENT LLC2,641$824K0.02%-43,97613F-HRTimeline
Intrua Financial, LLC2,639$823K0.12%+62213F-HRTimeline
TigerOak Management, L.L.C.2,633$821K0.28%-1,98813F-HRTimeline
Prentice Wealth Management LLC2,630$820K0.22%+12213F-HRTimeline
Resonant Capital Advisors, LLC2,628$820K0.05%-36713F-HRTimeline
Faithward Advisors, LLC2,626$819K0.13%-8313F-HRTimeline
Perennial Investment Advisors, LLC2,625$819K0.08%-13413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,623$818K0.05%-2,72813F-HRTimeline
Waterfront Wealth Inc.2,621$818K0.18%-6813F-HRTimeline
Consilium Wealth Advisory, LLC2,618$817K0.34%-2,55913F-HRTimeline
Semanteon Capital Management, LP2,607$813K1.23%+58713F-HRTimeline
Trek Financial, LLC2,602$812K0.05%-4213F-HRTimeline
Cornerstone Advisory, LLC2,600$811K0.09%-69613F-HRTimeline
ROMANO BROTHERS AND COMPANY2,596$810K0.1%-1,52313F-HRTimeline
Triad Wealth Partners, LLC2,591$808K0.16%+25713F-HRTimeline
Gitterman Wealth Management, LLC2,586$807K0.19%+113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,585$806K0.09%-18,53413F-HRTimeline
PATRON PARTNERS, LLC2,583$806K0.4%+52313F-HRTimeline
Focused Wealth Management, Inc2,581$805K0.1%+2,08413F-HRTimeline
EVERETT HARRIS & CO /CA/2,577$804K0.01%-7613F-HRTimeline
Verity & Verity, LLC2,576$804K0.07%+36713F-HRTimeline
NORDEN GROUP LLC2,571$802K0.09%-3,45313F-HRTimeline
Abundance Wealth Counselors2,572$802K0.15%+13213F-HRTimeline
Semmax Financial Advisors Inc.3,192$801K0.21%+38413F-HRTimeline
Alpha Financial Advisors, LLC2,559$798K0.31%new13F-HRTimeline
RiverFront Investment Group, LLC2,556$798K0.02%-30,74213F-HRTimeline
PICTET BANK & TRUST Ltd2,555$797K0.93%-1,40013F-HRTimeline
Nicholas Hoffman & Company, LLC.2,547$795K0.02%-37713F-HRTimeline
Main Street Financial Solutions, LLC2,546$794K0.06%-13013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,544$794K0.07%+29513F-HRTimeline
Mach-1 Financial Group, LLC2,543$793K0.23%-1,48313F-HRTimeline
Aigen Investment Management, LP2,541$793K0.11%-5,87913F-HRTimeline
CALTON & ASSOCIATES, INC.2,533$790K0.14%-34113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,520$786K0.14%-46913F-HRTimeline
NATURAL INVESTMENTS, LLC2,514$784K0.2%+21513F-HRTimeline
Sompo Asset Management Co., Ltd.2,510$783K0.14%-1013F-HRTimeline
Cromwell Holdings LLC2,505$781K0.47%-26013F-HRTimeline
EdgeRock Capital LLC2,474$780K0.25%+85913F-HRTimeline
Austin Private Wealth, LLC2,501$780K0.06%-25413F-HRTimeline
MARATHON ASSET MANAGEMENT LP2,500$780K1.86%new13F-HRTimeline
Brookwood Investment Group LLC2,493$778K0.13%-73513F-HRTimeline
CALIFORNIA FIRST LEASING CORP2,489$776K0.32%013F-HRTimeline
Trust Co of the South2,489$776K0.14%+7613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.2,486$776K0.11%+1,13813F-HRTimeline
Prairie Wealth Advisors, Inc.2,478$773K0.33%-7013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,477$773K0.07%-82213F-HRTimelineGroup
Generation Capital Management LLC2,471$771K0.61%new13F-HRTimeline
NWF Advisory Services Inc.2,468$770K0.09%+1,86113F-HRTimeline
CYBER HORNET ETFs LLC2,458$767K0.55%-2713F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC2,457$767K0.4%new13F-HRTimeline
Westover Capital Advisors, LLC2,457$767K0.15%-3,94413F-HRTimeline
Nabity-Jensen Investment Management Inc2,448$764K0.56%-31213F-HRTimeline
Kingdom Financial Group LLC.2,444$762K0.67%+2,00513F-HRTimeline
1776 Wealth LLC2,440$761K0.31%-1513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,333$761K0.51%-6213F-HRTimeline
Empirical Asset Management, LLC2,436$760K0.23%+1,17613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,433$759K0.06%+77813F-HRTimeline
Freedom Investment Management, Inc.2,430$758K0.06%-1,87313F-HRTimeline
Camelot Portfolios, LLC2,412$753K0.45%+1,55213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,411$752K0.53%+9213F-HRTimeline
Clarendon Private LLC2,402$749K0.72%-24813F-HRTimeline
Quotient Wealth Partners, LLC2,400$749K0.02%-76413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,396$747K0.11%-20713F-HRTimeline
George Kaiser Family Foundation2,395$747K0.11%+1,29513F-HRTimeline
Uncommon Cents Investing LLC2,395$747K0.2%+26013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,393$746K0.31%-27613F-HRTimeline
EPG Wealth Management LLC2,390$746K0.22%+25913F-HRTimeline
Highview Capital Management LLC/DE/2,387$745K0.29%-13613F-HRTimeline
Cladis Investment Advisory, LLC2,386$744K0.47%+28513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,385$744K0.06%+32513F-HRTimeline
DB Fitzpatrick & Co, Inc2,379$742K0.66%+15213F-HRTimeline
CFO4Life Group, LLC2,378$742K0.12%-15513F-HRTimeline
SMITH, MOORE & CO.2,368$739K0.06%+14613F-HRTimeline
SeaCrest Wealth Management, LLC2,366$738K0.08%-10413F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,363$737K0.15%+2,12313F-HRTimeline
Cornerstone Wealth Advisors, Inc.2,360$736K0.19%013F-HRTimeline
Three Seasons Wealth, LLC2,358$736K0.08%+2413F-HRTimeline
Breakwater Capital Group2,353$734K0.12%-53713F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,350$733K0.14%-1113F-HRTimeline
Operose Advisors LLC2,347$732K0.21%+79813F-HRTimeline
Pinnacle Bancorp, Inc.2,343$731K0.23%+10213F-HRTimeline
Medallion Wealth Advisors, LLC2,263$731K0.28%+17813F-HRTimeline
Cornerstone Wealth Group, LLC2,341$730K0.05%-12,19413F-HRTimeline
Boreal Capital Management LLC2,340$730K0.6%13F-HRTimeline
Rydar Equities, Inc.2,337$729K0.58%13F-HRTimeline
Bollard Group LLC2,337$729K0.02%-9,73713F-HRTimeline
Meadow Creek Wealth Advisors LLC2,337$729K0.49%-24313F-HRTimeline
BSW Wealth Partners2,334$728K0.1%-33913F-HRTimeline
OV Management LLC2,317$723K0.61%-2,45013F-HRTimeline
PFW Advisors LLC2,314$722K0.22%-62713F-HRTimeline
MCF Advisors LLC2,312$721K0.05%-9113F-HRTimeline
BANK OF STOCKTON2,297$717K0.21%-37413F-HRTimeline
WILLNER & HELLER, LLC2,297$717K0.6%-1,31313F-HRTimeline
State of Wyoming2,294$716K0.09%+92013F-HRTimeline
Topsail Wealth Management, LLC2,281$712K0.13%-12413F-HRTimeline
Integrated Investment Consultants, LLC2,279$711K0.14%-36513F-HRTimeline
Lakeshore Capital Group, Inc.2,272$709K0.63%+97713F-HRTimeline
Crews Bank & Trust2,271$708K0.11%-9213F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,270$708K0.2%-6413F-HRTimeline
SC&H Financial Advisors, Inc.2,267$707K0.12%+2313F-HRTimeline
CNB Bank2,264$706K0.33%-1,63113F-HRTimeline
Harbor Group, Inc.2,264$706K0.13%+1,86413F-HRTimeline
National Wealth Management Group, LLC2,264$706K0.4%new13F-HRTimeline
Resolute Wealth Strategies, LLC2,261$705K0.38%-913F-HRTimeline
Clear Creek Financial Management, LLC2,260$705K0.07%+52313F-HRTimeline
Financial Advocates Investment Manageme…2,257$704K0.06%-1,51013F-HRTimeline
Sovereign Financial Group, Inc.2,249$702K0.14%+6913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,229$695K0.09%-18413F-HRTimeline
LPWM LLC2,226$694K0.2%-38213F-HRTimeline
CoreFirst Bank & Trust2,219$692K0.39%-7413F-HRTimeline
Everhart Financial Group, Inc.2,219$692K0.08%-2,31613F-HRTimeline
FIRST MERCHANTS CORP2,217$692K0.03%-13,01813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,209$691K-1,853Timeline
Echo Wealth Management, LLC2,216$691K0.42%+10413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,207$689K0.25%-2713F-HRTimeline
AA Financial Advisors, LLC2,205$688K0.15%+36713F-HRTimeline
Ninety One North America, Inc.2,204$688K0.03%-40013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…2,204$688K0.54%-21413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,202$687K<0.01%-1,50113F-HRTimeline
Lion Street Advisors, LLC2,187$682K0.21%+1,48013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,187$682K0.19%-1813F-HRTimeline
Taylor Hoffman Capital Management LLC2,184$681K0.23%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,179$680K0.08%-42913F-HRTimeline
Covenant Partners, LLC2,178$679K0.2%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,175$678K0.24%+92113F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP2,174$678K0.44%013F-HRTimelineGroup
Sand Hill Global Advisors, LLC2,163$675K0.03%-23013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,151$671K0.16%+1,55813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,150$671K0.22%-14513F-HR/ATimeline
Requisite Capital Management, LLC2,148$670K0.15%new13F-HRTimeline
Amica Retiree Medical Trust2,143$668K0.96%013F-HRTimeline
44 WEALTH MANAGEMENT LLC2,140$668K0.24%+63013F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,131$665K0.07%+37113F-HRTimeline
FARMERS TRUST CO2,129$664K0.12%+63413F-HRTimeline
ADIRONDACK TRUST CO2,126$663K0.24%-37413F-HRTimeline
Cambridge Advisors Inc.2,122$662K0.14%013F-HRTimeline
Wallace Capital Management Inc.2,119$661K0.09%013F-HRTimeline
Johnson & White Wealth Management, LLC2,118$661K0.33%+32013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,111$659K0.05%-6,59313F-HRTimeline
Lodestone Wealth Management LLC2,111$659K0.32%new13F-HRTimeline
Bridgefront Capital, LLC2,106$657K0.17%new13F-HRTimeline
Aspire Private Capital, LLC2,103$656K0.15%+4213F-HRTimeline
CoreCap Advisors, LLC2,095$654K0.03%+25613F-HRTimeline
Stiles Financial Services Inc2,094$653K0.23%-60313F-HRTimeline
Cassia Capital Partners, LLC2,094$653K0.39%+9313F-HRTimeline
Simmons Bankin group Simmons Bank2,091$652K0.05%-7,50413F-HRTimelineGroup