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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Financial Sense Advisors, Inc.2,631$869K0.16%-9713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,630$868K0.29%-1,05413F-HRTimeline
American Money Management, LLC2,630$868K0.14%+7313F-HRTimeline
Versant Capital Management, Inc2,623$866K0.11%+16713F-HRTimeline
Rede Wealth, LLC2,617$864K0.3%+1,76813F-HRTimeline
PFW Advisors LLC2,612$862K0.26%-11013F-HRTimeline
RKL Wealth Management LLC2,610$862K0.07%+6913F-HRTimeline
ROCKLAND TRUST CO2,604$860K0.03%-1,67913F-HRTimeline
SIMON QUICK ADVISORS, LLC2,598$858K0.04%-4,68213F-HRTimeline
Oslo Pensjonsforsikring AS2,592$856K0.13%013F-HRTimeline
Centurion Wealth Management LLC2,590$855K0.19%-21813F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC2,585$853K0.59%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,570$848K0.19%-3,20713F-HRTimeline
BEACON FINANCIAL GROUP2,567$847K0.08%-4613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,563$846K0.04%+51613F-HRTimeline
Hardy Reed LLC2,556$844K0.06%+16013F-HRTimeline
Sunpointe, LLC2,553$843K0.28%-1513F-HRTimeline
Trueblood Wealth Management, LLC2,549$841K0.33%-32013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding2,548$841K-1,365Timeline
CFO4Life Group, LLC2,545$840K0.12%-4413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,543$839K0.04%+313F-HRTimeline
NORTHLAND SECURITIES, INC.2,543$839K0.8%13F-HRTimeline
Brand Asset Management Group, Inc.2,538$838K0.23%-14513F-HRTimeline
Nicholas Hoffman & Company, LLC.2,533$836K0.02%+4413F-HRTimeline
Whitener Capital Management, Inc.2,529$835K0.19%+1,87213F-HRTimeline
Impact Partnership Wealth, LLC2,525$834K0.11%+34713F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,523$833K0.02%+1,03713F-HRTimelineGroup
Abacus Wealth Partners, LLC2,520$832K0.08%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,513$830K0.32%-42413F-HRTimeline
Winthrop Capital Management, LLC2,506$827K0.19%+1413F-HRTimeline
Cornerstone Advisory, LLC2,500$825K0.08%-11913F-HRTimeline
Triumph Capital Management2,493$823K0.18%-3,55213F-HRTimeline
FSM Wealth Advisors, LLC2,492$823K0.11%-11313F-HRTimeline
SAPIENT CAPITAL LLC2,476$822K0.01%-19213F-HRTimeline
CALIFORNIA FIRST LEASING CORP2,489$822K0.27%013F-HRTimeline
FourThought Financial Partners, LLC2,484$820K0.07%-77113F-HRTimeline
Syverson Strege & Co2,481$819K0.19%-30213F-HRTimeline
Salvus Wealth Management, LLC2,478$818K0.46%new13F-HRTimeline
Camelot Portfolios, LLC2,477$818K0.51%-36613F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,475$817K0.37%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC2,461$812K0.36%-19013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,460$812K+25Timeline
SeaCrest Wealth Management, LLC2,376$812K0.08%+313F-HRTimeline
Tweedy, Browne Co LLC2,459$812K0.07%+32213F-HRTimeline
Topsail Wealth Management, LLC2,459$812K0.12%+613F-HRTimeline
Riverwater Partners LLC2,458$811K0.31%+4513F-HRTimeline
Glen Eagle Advisors, LLC2,455$810K0.11%-22413F-HRTimeline
Wellington Grp LLC2,449$808K0.27%13F-HR/ATimeline
LPWM LLC2,443$806K0.2%+36213F-HRTimeline
Warren Street Wealth Advisors, LLC2,443$806K0.23%-5913F-HRTimeline
Uncommon Cents Investing LLC2,440$805K0.19%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,440$805K0.07%013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,435$804K0.51%-10613F-HRTimeline
RBA Wealth Management, LLC2,434$804K0.27%-6713F-HRTimeline
Murphy & Mullick Capital Management Corp2,431$802K0.58%+38313F-HRTimeline
Strategic Financial Services, Inc.2,900$802K0.04%-1,41413F-HRTimeline
LS Investment Advisors, LLC2,425$801K0.11%+61513F-HRTimeline
SC&H Financial Advisors, Inc.2,415$797K0.12%+16513F-HRTimeline
Keudell/Morrison Wealth Management2,412$796K0.17%13F-HRTimeline
AXS Investments LLC2,408$795K0.27%-33313F-HR/ATimeline
Atlanta Consulting Group Advisors, LLC2,403$793K0.18%-38313F-HRTimeline
Cassia Capital Partners, LLC2,398$792K0.43%-19713F-HRTimeline
George Kaiser Family Foundation2,395$791K0.11%013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.2,400$789K0.04%13F-HRTimeline
Taylor Hoffman Capital Management LLC2,391$789K0.24%+20713F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC2,385$787K0.39%-3213F-HRTimeline
Parcion Private Wealth LLC2,382$786K0.05%-7013F-HRTimeline
Bison Wealth, LLC2,849$785K0.09%-1,68813F-HRTimeline
Lakeshore Capital Group, Inc.2,376$784K0.63%+7913F-HRTimeline
Burford Brothers, Inc.2,375$784K0.32%-44813F-HRTimeline
Cox Capital Mgt LLC2,345$783K0.49%-2,10813F-HRTimeline
Twelve Points Wealth Management LLC2,271$781K0.18%-90513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,367$781K0.15%+30413F-HRTimeline
BSW Wealth Partners2,365$781K0.09%+44013F-HRTimeline
Spinnaker Investment Group, LLC2,364$780K0.14%+13213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,361$779K0.11%-38113F-HRTimeline
Alpha Financial Advisors, LLC2,359$779K0.24%-8413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,355$777K0.18%-41013F-HRTimeline
Tempus Wealth Planning, LLC2,354$777K0.18%+1,31413F-HRTimeline
Acorns Advisers, LLC2,352$776K0.01%+43713F-HRTimeline
Consilium Wealth Advisory, LLC2,348$775K0.29%013F-HRTimeline
Resolute Wealth Strategies, LLC2,346$774K0.34%-11213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,340$772K0.11%-2213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,338$772K0.25%-12913F-HRTimeline
Convergence Investment Partners, LLC2,338$772K0.15%-3913F-HRTimeline
Medallion Wealth Advisors, LLC2,338$772K0.26%+6713F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,325$768K0.2%013F-HRTimeline
Legacy Financial Advisors, Inc.2,322$766K0.11%-1,21513F-HRTimeline
NATURAL INVESTMENTS, LLC2,323$766K0.19%-17413F-HRTimeline
Park Place Capital Corp2,318$765K0.16%-28513F-HRTimeline
Quadcap Wealth Management, LLC2,317$765K0.09%-28313F-HRTimeline
Sovereign Financial Group, Inc.2,316$765K0.14%+7213F-HRTimeline
DOLIVER ADVISORS, LP2,315$764K0.19%-1,52713F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,315$764K0.5%013F-HRTimeline
Bigelow Investment Advisors, LLC2,304$761K0.3%-1113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,302$760K0.05%+713F-HRTimeline
Walser Wealth Management Company, A Ltd…2,301$760K0.4%13F-HRTimeline
Cornerstone Wealth Advisors, Inc.2,300$759K0.18%013F-HRTimeline
Connective Portfolio Management, LLC2,300$759K1.37%013F-HRTimeline
Stonebrook Private Inc.2,300$759K0.16%-3,95613F-HRTimeline
RATIONAL ADVISORS, INC.2,295$758K0.08%+2,03713F-HRTimeline
Gladius Capital Management LP2,283$754K0.93%-51013F-HRTimeline
Allred Capital Management, LLC2,281$753K0.27%-80913F-HRTimeline
Empirical Asset Management, LLC5,625$752K0.21%-27613F-HRTimeline
CRA Financial Services, LLC2,278$752K0.1%-17113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,277$752K0.02%-9,15113F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,258$745K0.06%-8613F-HRTimeline
Pettee Investors, Inc.2,255$744K0.42%-65313F-HRTimeline
Harbour Trust & Investment Management Co2,249$742K0.08%-12,46013F-HRTimeline
Strategies Wealth Advisors, LLC2,247$742K0.07%+6113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,245$741K0.1%+63913F-HRTimeline
TOWER BRIDGE ADVISORS2,243$740K0.07%-85313F-HRTimeline
ADVISORY RESEARCH INC2,242$740K0.09%-35213F-HRTimeline
Sunflower Bank, N.A.2,229$736K0.19%+31313F-HRTimeline
Invera Wealth Advisors, LLC2,228$735K0.46%+43613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,228$735K0.07%+16913F-HRTimelineGroup
Gateway Wealth Partners, LLC2,226$735K0.08%-37713F-HRTimeline
Redwood Family Wealth LLC2,224$734K0.73%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,222$734K0.27%new13F-HRTimeline
Financial Security Advisor, Inc.2,221$733K0.14%-3513F-HRTimeline
Harbor Group, Inc.2,221$733K0.11%-5513F-HRTimeline
Rooted Wealth Advisors, Inc.2,652$732K0.21%+9513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,215$731K0.14%-16013F-HRTimeline
AXA S.A.in group AXA S.A.2,213$731K0.35%-38213F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC2,212$730K0.58%+37913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,207$729K0.07%-17213F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC2,201$727K0.26%+48313F-HRTimeline
Abacus Planning Group, Inc.2,199$726K0.1%+21813F-HRTimeline
Oxbow Advisors, LLC2,198$726K0.06%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,191$723K0.17%+11613F-HRTimeline
MCDONALD PARTNERS LLC2,188$722K0.23%-1,62513F-HRTimeline
SMITH, MOORE & CO.2,184$721K0.05%-8713F-HRTimeline
Wilson & Boucher Capital Management, LLC2,184$721K0.47%-8913F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,182$720K0.32%13F-HRTimeline
Granite Harbor Advisors, Inc.2,180$720K0.3%+32613F-HRTimeline
Fort Point Capital Partners LLC2,118$718K0.09%+50013F-HRTimeline
Beaumont Financial Advisors, LLC2,175$718K0.05%-1,21613F-HRTimeline
Retirement Planning Group, LLC2,175$718K0.02%-8413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,170$716K0.03%+23213F-HR/ATimeline
DIAMANT ASSET MANAGEMENT, INC.2,170$716K0.52%+25013F-HRTimeline
Wallace Capital Management Inc.2,164$714K0.09%+4513F-HRTimeline
SEVEN MILE ADVISORY2,164$714K0.12%+1,31513F-HRTimeline
SHP Wealth Management2,161$714K0.06%13F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,163$714K0.4%+1,50213F-HRTimeline
Basecamp Wealth Advisors LLC2,161$713K0.15%13F-HRTimeline
Presidio Capital Management, LLC2,159$713K0.21%+24413F-HRTimeline
Realta Investment Advisors2,157$712K0.23%+18313F-HRTimeline
Havemeyer Place LP2,156$712K0.14%13F-HRTimeline
LRI Investments, LLC18,805$709K0.06%+27813F-HRTimeline
LMCG INVESTMENTS, LLC2,139$706K0.04%-1,81713F-HRTimeline
Westover Capital Advisors, LLC2,138$706K0.13%-2213F-HRTimeline
Waterloo Capital, L.P.2,131$704K0.05%-3,92913F-HRTimeline
Rossmore Private Capital2,130$703K0.06%-2313F-HRTimeline
ROMANO BROTHERS AND COMPANY2,127$702K0.08%-9313F-HRTimeline
Cambridge Advisors Inc.2,122$700K0.13%013F-HRTimeline
SFMG, LLC2,118$699K0.05%-1413F-HRTimeline
Future Financial Wealth Managment LLC2,061$698K0.47%+30013F-HRTimeline
Atlas Legacy Advisors, LLC2,100$697K0.12%+713F-HRTimeline
Lumbard & Kellner, LLC2,108$696K0.24%+1013F-HRTimeline
Grant Private Wealth Management Inc2,104$695K0.42%+13413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,101$694K0.08%+1613F-HRTimeline
Coign Capital Advisors LLC2,100$693K0.36%-5913F-HRTimeline
Nabity-Jensen Investment Management Inc2,099$693K0.47%+1413F-HRTimeline
Sovran Advisors, LLC2,041$692K0.06%+1213F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,090$690K0.33%-60013F-HRTimeline
Amplius Wealth Advisors, LLC2,076$685K0.06%-2113F-HRTimeline
Synergy Investment Management, LLC2,076$685K0.24%+19013F-HRTimeline
Baron Wealth Management LLC2,074$685K0.21%+14613F-HRTimeline
N.E.W. Advisory Services LLC2,069$683K0.05%-22413F-HRTimeline
Altus Wealth Group LLC2,069$683K0.27%new13F-HRTimeline
Coastal Bridge Advisors, LLC2,061$680K0.05%+7613F-HRTimeline
Yoffe Investment Management, LLC2,058$679K0.87%+113F-HRTimeline
TopTier Wealth Management, LLC2,055$678K0.46%13F-HRTimeline
Crews Bank & Trust2,054$678K0.1%-10213F-HRTimeline
Harbour Wealth Management Group, Inc.2,044$675K0.53%13F-HRTimeline
NAVELLIER & ASSOCIATES INC2,043$675K0.08%+813F-HRTimeline
Secure Asset Management, LLC2,040$674K0.11%+3213F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,039$673K0.07%013F-HRTimeline
CoreFirst Bank & Trust2,039$673K0.36%-18013F-HRTimeline
Coppell Advisory Solutions LLC2,023$672K0.07%+30913F-HRTimeline
Intrua Financial, LLC2,034$672K0.07%-12813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,033$671K0.08%+11813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,031$671K0.26%-25113F-HRTimeline
IPG Investment Advisors LLC2,029$670K0.12%-40013F-HRTimeline
McLean Asset Management Corp2,000$670K0.12%+3213F-HRTimeline
Certified Advisory Corp2,027$669K0.06%+21513F-HRTimeline
Cascade Financial Partners, LLC2,027$669K0.07%+1913F-HRTimeline
Huntleigh Advisors, Inc.2,027$669K0.11%-51513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC2,025$668K0.1%-19013F-HRTimeline
Mach-1 Financial Group, LLC2,024$668K0.14%new13F-HRTimeline
Cambria Investment Management, L.P.2,017$666K0.04%+44713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,017$666K0.09%-32513F-HRTimeline
Silicon Valley Capital Partners2,009$663K0.06%-1,58213F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,008$663K0.38%-2,27713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,007$662K0.41%-3313F-HRTimeline
Paulson Wealth Management Inc.2,005$662K0.15%-49913F-HRTimeline
Ifrah Financial Services, Inc.2,001$661K0.17%-5713F-HRTimeline
Cruiser Capital Advisors, LLC2,000$660K0.56%013F-HRTimeline
Accuvest Global Advisors2,000$660K0.49%new13F-HRTimeline
Landing Point Financial Group, LLC1,997$659K0.33%+6713F-HRTimeline