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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
American Money Management, LLC2,557$883K0.15%-17713F-HRTimeline
PICTET BANK & TRUST Ltd2,555$882K1.06%013F-HRTimeline
Empirical Asset Management, LLC5,901$882K0.24%+3,46513F-HRTimeline
SeaCrest Wealth Management, LLC2,373$878K0.09%+713F-HRTimeline
Huntleigh Advisors, Inc.2,542$878K0.15%-6,15813F-HRTimeline
RKL Wealth Management LLC2,541$877K0.07%-26213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,540$877K0.05%-8313F-HRTimeline
EVERETT HARRIS & CO /CA/2,513$868K0.01%-6413F-HRTimeline
Paulson Wealth Management Inc.2,504$865K0.2%-20513F-HRTimeline
MRA Advisory Group2,503$864K0.38%-16213F-HRTimeline
Warren Street Wealth Advisors, LLC2,502$864K0.26%new13F-HRTimeline
RBA Wealth Management, LLC2,501$864K0.3%-80113F-HRTimeline
Patton Albertson Miller Group, LLC2,500$863K0.1%-39013F-HRTimeline
NATURAL INVESTMENTS, LLC2,497$862K0.22%-1713F-HRTimeline
Winthrop Capital Management, LLC2,492$860K0.21%new13F-HRTimeline
CALIFORNIA FIRST LEASING CORP2,489$859K0.31%013F-HRTimeline
Nicholas Hoffman & Company, LLC.2,489$859K0.02%-5813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,315$856K0.57%-1,85513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,475$855K0.4%+90013F-HRTimelineGroup
CYBER HORNET ETFs LLC2,473$854K0.55%+1513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,467$852K0.28%+1,00613F-HRTimeline
Berkeley Capital Partners, LLC2,465$851K0.2%+40713F-HRTimeline
Legacy Capital Wealth Partners, LLC2,462$850K0.18%-1,09913F-HRTimeline
Resolute Wealth Strategies, LLC2,458$849K0.39%+19713F-HRTimeline
Versant Capital Management, Inc2,456$848K0.12%+1,44113F-HRTimeline
Topsail Wealth Management, LLC2,453$847K0.14%+17213F-HRTimeline
Parcion Private Wealth LLC2,452$847K0.05%+1,14913F-HRTimeline
CRA Financial Services, LLC2,449$846K0.12%-41413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,448$845K0.06%+72913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,444$844K0.15%+76713F-HRTimeline
Alpha Financial Advisors, LLC2,443$844K0.3%-11613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,440$843K0.08%-30713F-HRTimeline
Uncommon Cents Investing LLC2,440$843K0.21%+4513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,435$841K+226Timeline
IPG Investment Advisors LLC2,429$839K0.15%new13F-HRTimeline
Compagnie Lombard Odier SCmA2,423$837K0.01%+78713F-HRTimeline
Quotient Wealth Partners, LLC2,422$836K0.02%+2213F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC2,417$835K0.42%-4013F-HRTimeline
Riverwater Partners LLC2,413$833K0.35%+44113F-HRTimeline
Hardy Reed LLC2,396$827K0.06%-3,53713F-HRTimeline
Lodestone Wealth Management LLC2,395$827K0.37%+28413F-HRTimeline
George Kaiser Family Foundation2,395$827K0.12%013F-HRTimeline
Integrated Investment Consultants, LLC2,392$826K0.14%+11313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,379$821K0.09%-1,21813F-HRTimeline
CoreCap Advisors, LLC2,378$821K0.03%+28313F-HRTimeline
Coastwise Capital Group, LLC2,377$821K0.58%+1,04213F-HRTimeline
Convergence Investment Partners, LLC2,377$821K0.18%+68013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,375$820K0.17%+22413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,362$815K0.12%-3413F-HRTimeline
Boreal Capital Management LLC2,359$815K0.66%+1913F-HRTimeline
Bollard Group LLC2,352$812K0.02%+1513F-HRTimeline
Consilium Wealth Advisory, LLC2,348$811K0.31%-27013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,344$810K0.06%-20013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,342$809K0.12%-37813F-HRTimeline
MCF Advisors LLC2,338$807K0.05%+2613F-HRTimeline
3Chopt Investment Partners, LLC2,336$807K0.18%+71413F-HRTimeline
Whalen Wealth Management Inc.2,325$803K0.47%+93613F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,325$803K0.22%-2513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,324$802K0.07%-15313F-HRTimelineGroup
True North Advisors, LLC2,322$802K0.13%+59413F-HRTimeline
Bigelow Investment Advisors, LLC2,315$799K0.32%-1,56113F-HRTimeline
Full Sail Capital, LLC2,314$799K0.04%+61513F-HRTimeline
Roberts Capital Advisors, LLC2,314$799K0.89%new13F-HRTimeline
Aigen Investment Management, LP2,313$799K0.12%-22813F-HRTimeline
Forefront Wealth Partners, LLC2,306$796K0.2%+1,19213F-HRTimeline
SGL Investment Advisors, Inc.2,382$795K0.33%+1,72613F-HRTimeline
Cornerstone Wealth Advisors, Inc.2,300$794K0.19%-6013F-HRTimeline
Connective Portfolio Management, LLC2,300$794K1.4%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB2,299$794K0.06%+48813F-HRTimeline
Lakeshore Capital Group, Inc.2,297$793K0.64%+2513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,295$792K0.06%-9013F-HRTimeline
N.E.W. Advisory Services LLC2,293$792K0.07%+89513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,282$788K0.3%-11113F-HRTimeline
AA Financial Advisors, LLC2,279$787K0.15%+7413F-HRTimeline
Harbor Group, Inc.2,276$786K0.13%+1213F-HRTimeline
Wilson & Boucher Capital Management, LLC2,273$785K0.52%-43713F-HRTimeline
SMITH, MOORE & CO.2,271$784K0.06%-9713F-HRTimeline
Medallion Wealth Advisors, LLC2,271$784K0.28%+813F-HRTimeline
City State Bank2,262$781K0.23%+29213F-HRTimeline
Retirement Planning Group, LLC2,259$780K0.03%new13F-HRTimeline
American State Bank (Iowa)2,258$780K0.4%+34213F-HRTimeline
Financial Security Advisor, Inc.2,256$779K0.17%-46713F-HRTimeline
SC&H Financial Advisors, Inc.2,250$777K0.13%-1713F-HRTimeline
EMC Capital Management2,250$777K0.37%new13F-HRTimeline
Sovereign Financial Group, Inc.2,244$775K0.15%-513F-HRTimeline
AMERIFLEX GROUP, INC.2,238$773K0.29%+30013F-HRTimeline
Apeiron RIA LLC2,155$773K0.17%-63513F-HRTimeline
Spinnaker Investment Group, LLC2,232$771K0.14%+1,52813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,133$769K0.01%+1,29813F-HRTimeline
Vista Cima Wealth Management LLC2,225$768K0.64%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY2,220$767K0.09%-37613F-HRTimeline
CoreFirst Bank & Trust2,219$766K0.41%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC2,215$765K0.11%-64513F-HRTimeline
MJP ASSOCIATES INC /ADV2,208$762K0.1%+51513F-HRTimeline
GSA CAPITAL PARTNERS LLP2,201$760K0.06%-4,63813F-HRTimeline
Phillips Wealth Planners LLC2,118$760K0.63%+36013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,195$758K0.09%-3413F-HRTimeline
Cyr Financial Inc.2,192$757K0.52%+25013F-HRTimeline
SANDERS MORRIS HARRIS LLC2,190$756K0.1%new13F-HRTimeline
Trust Co of the South2,190$756K0.13%-29913F-HRTimeline
Strategies Wealth Advisors, LLC2,186$755K0.08%+1,06013F-HRTimeline
Taylor Hoffman Capital Management LLC2,184$754K0.24%013F-HRTimeline
NCP Inc.2,181$753K0.56%+1,20513F-HRTimeline
Persium Advisors, LLC2,178$752K0.56%+29113F-HRTimeline
Impact Partnership Wealth, LLC2,178$752K0.11%-2,44313F-HRTimeline
Fairscale Capital, LLC2,177$752K0.52%-16813F-HRTimeline
Simmons Bankin group Simmons Bank2,173$750K0.05%+8213F-HRTimelineGroup
Intrua Financial, LLC2,162$747K0.09%-47713F-HRTimeline
Wisconsin Wealth Advisors, LLC2,161$746K0.71%+43513F-HRTimeline
Westover Capital Advisors, LLC2,160$746K0.14%-29713F-HRTimeline
Coign Capital Advisors LLC2,159$746K0.41%+81813F-HRTimeline
Crews Bank & Trust2,156$744K0.11%-11513F-HRTimeline
Rossmore Private Capital2,153$743K0.08%-2,94813F-HRTimeline
QTR Family Wealth, LLC2,144$740K0.35%+94413F-HRTimeline
Intellectus Partners, LLC2,143$740K0.14%new13F-HRTimeline
Amica Retiree Medical Trust2,143$740K1.01%013F-HRTimeline
BFSG, LLC2,139$739K0.07%+10813F-HRTimeline
HCR Wealth Advisors2,087$738K0.08%+1013F-HRTimeline
Tweedy, Browne Co LLC2,137$738K0.06%+1,04213F-HRTimeline
SFMG, LLC2,132$736K0.05%+40113F-HRTimeline
Weinberger Asset Management, Inc2,131$736K0.27%+6713F-HRTimeline
Cambridge Advisors Inc.2,122$733K0.14%013F-HRTimeline
Wallace Capital Management Inc.2,119$732K0.09%013F-HRTimeline
CRUX WEALTH ADVISORS2,116$731K0.29%+11413F-HRTimeline
J.Safra Asset Management Corp2,116$731K0.04%+14913F-HRTimeline
Balentine LLC2,107$728K0.03%+54413F-HRTimeline
United Community Bankin group United Community Bank2,100$725K0.22%+12913F-HRTimelineGroup
Lumbard & Kellner, LLC2,098$724K0.27%+9813F-HRTimeline
Amplius Wealth Advisors, LLC2,097$724K0.06%-2,00713F-HRTimeline
Atlas Legacy Advisors, LLC2,093$723K0.14%+94613F-HRTimeline
MEMBERS WEALTH LLC2,070$721K0.46%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,087$721K0.42%+58413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,085$720K0.08%+27313F-HRTimeline
Nabity-Jensen Investment Management Inc2,085$720K0.5%-36313F-HRTimeline
Aprio Wealth Management, LLC2,085$720K0.07%+6913F-HRTimeline
CVA Family Office, LLC2,084$719K0.09%+39113F-HRTimeline
A4 Wealth Advisors LLC2,082$719K0.61%13F-HRTimeline
FARMERS TRUST CO2,082$719K0.12%-4713F-HRTimeline
LPWM LLC2,081$718K0.19%-14513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,080$718K<0.01%-12213F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,075$716K0.18%-10013F-HRTimeline
RENASANT BANK2,069$714K0.45%-2,81613F-HRTimeline
Provident Investment Management, Inc.2,068$714K0.06%-92413F-HRTimeline
Vanguard Capital Wealth Advisors2,067$714K0.57%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DRIVE WEALTH MANAGEMENT, LLC2,063$712K0.15%-1913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,059$711K0.07%+21913F-HRTimelineGroup
Ifrah Financial Services, Inc.2,058$710K0.18%-1413F-HRTimeline
Yoffe Investment Management, LLC2,057$710K0.92%013F-HRTimeline
Cornerstone Wealth Management, LLC2,055$710K0.04%013F-HRTimeline
D.B. Root & Company, LLC2,050$708K0.18%+35613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,049$708K0.04%+23113F-HRTimeline
Murphy & Mullick Capital Management Corp2,048$707K0.52%+54313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,047$707K0.04%-6413F-HRTimeline
CAPE ANN SAVINGS BANK2,047$707K0.38%-1,59213F-HRTimeline
McLean Asset Management Corp1,968$706K0.15%+2113F-HRTimeline
Godshalk Welsh Capital Management, Inc.2,045$706K0.41%013F-HRTimeline
CNB Bank2,045$706K0.29%-21913F-HRTimeline
Echo Wealth Management, LLC2,045$706K0.41%-17113F-HRTimeline
WILLNER & HELLER, LLC2,042$705K0.54%-25513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,040$705K0.46%-6013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,039$704K0.08%+31913F-HRTimeline
Heck Capital Advisors, LLC2,036$703K0.05%+17713F-HRTimeline
NAVELLIER & ASSOCIATES INC2,035$703K0.07%+43313F-HRTimeline
Ardent Capital Management, Inc.2,027$700K0.3%new13F-HRTimeline
TFR Capital, LLC.2,027$700K0.23%-4,46313F-HRTimeline
Sovran Advisors, LLC2,029$700K0.06%+5513F-HRTimeline
Secure Asset Management, LLC2,008$699K0.12%-76813F-HRTimeline
JT Stratford LLC2,012$695K0.09%+74413F-HRTimeline
Cascade Financial Partners, LLC2,008$693K0.08%+1,20013F-HRTimeline
Engineers Gate Manager LP2,006$693K0.01%-24,29913F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,004$692K0.18%+3513F-HRTimeline
Unique Wealth Strategies, LLC2,003$692K0.27%+16313F-HRTimeline
Cruiser Capital Advisors, LLC2,000$691K0.69%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,985$685K0.05%-3,31813F-HRTimeline
Abacus Planning Group, Inc.1,981$684K0.09%+13113F-HRTimeline
Realta Investment Advisors1,974$682K0.23%+49813F-HRTimeline
Grant Private Wealth Management Inc1,970$680K0.42%-3,56813F-HRTimeline
CAMDEN NATIONAL BANK1,965$679K0.09%+24813F-HRTimeline
WADDELL & ASSOCIATES, LLC1,964$678K0.06%+29313F-HRTimeline
Wealthstream Advisors, Inc.1,962$677K0.1%+3513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,961$677K0.29%+1,23013F-HRTimeline
Breakwater Capital Group1,951$674K0.1%-40213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,945$672K0.21%-20513F-HRTimeline
Peak Asset Management, LLC1,942$671K0.12%-3,15213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,938$669K0.03%-18,23913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,933$667K0.22%-1213F-HRTimeline
K.J. Harrison & Partners Inc1,884$666K0.1%-4013F-HRTimeline
Landing Point Financial Group, LLC1,930$666K0.35%+4813F-HRTimeline
WealthTrust Axiom LLC1,929$666K0.18%-3013F-HRTimeline
Baron Wealth Management LLC1,928$666K0.22%+91513F-HRTimeline
1ST SOURCE BANK1,928$666K0.04%+3313F-HRTimeline
BSW Wealth Partners1,925$665K0.08%-40913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,925$665K0.08%013F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.1,920$663K0.49%-15013F-HRTimeline
Parisi Gray Wealth Management1,919$663K0.17%-3,65713F-HRTimeline
CenterStar Asset Management, LLC1,920$663K1.26%new13F-HRTimeline
Prasad Wealth Partners, LLC1,918$662K0.18%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,918$662K0.2%-42513F-HRTimeline
111 Capital1,917$662K0.13%new13F-HRTimeline
Sunflower Bank, N.A.1,916$662K0.16%+2813F-HRTimeline