Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Breakwater Capital Group2,412$653K0.09%+46413F-HRTimeline
Park Place Capital Corp2,412$653K0.13%+9413F-HRTimeline
George Kaiser Family Foundation2,395$648K0.07%013F-HRTimeline
NAVELLIER & ASSOCIATES INC2,393$648K0.07%+35013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,391$647K0.09%+3013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,390$647K0.52%+95113F-HRTimeline
Camelot Portfolios, LLC2,391$647K0.49%-8613F-HRTimeline
TRUST POINT INC.2,387$646K0.06%-44413F-HRTimeline
RAM Investment Partners, LLC2,386$646K0.11%new13F-HRTimeline
Tempus Wealth Planning, LLC2,381$644K0.15%+2713F-HRTimeline
BSW Wealth Partners2,365$640K0.08%013F-HRTimeline
Patton Albertson Miller Group, LLC2,357$638K0.08%-33113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,353$637K0.12%+13813F-HRTimeline
Cornerstone Wealth Advisors, Inc.2,350$636K0.15%+5013F-HRTimeline
Scientech Research LLC2,345$635K0.53%+68013F-HRTimeline
Lighthouse Financial LLC2,342$634K0.38%new13F-HRTimeline
FSM Wealth Advisors, LLC2,340$633K0.08%-15213F-HRTimeline
Meadow Creek Wealth Advisors LLC2,340$633K0.41%-9513F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,329$633K0.16%+13813F-HRTimeline
Flaharty Asset Management, LLC2,338$633K0.08%+50013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,338$633K0.14%-23213F-HRTimeline
LMCG INVESTMENTS, LLC2,332$631K0.04%+19313F-HRTimeline
Herold Advisors, Inc.2,329$630K0.14%-1,12313F-HRTimeline
SBI Okasan Asset Management Co.Ltd.2,400$628K0.03%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,314$626K0.17%-1113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,313$626K0.17%-59113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,311$625K0.04%+913F-HRTimeline
Tortuga Wealth Management, Inc2,298$622K0.58%+70913F-HRTimeline
New Republic Capital, LLC2,296$621K0.21%-1,48113F-HRTimeline
WADDELL & ASSOCIATES, LLC2,287$619K0.03%+55913F-HRTimeline
Rossmore Private Capital2,284$618K0.05%+15413F-HRTimeline
Prasad Wealth Partners, LLC2,282$617K0.17%+35913F-HRTimeline
Cromwell Holdings LLC2,274$615K0.35%+50413F-HRTimeline
Convergence Investment Partners, LLC2,272$615K0.1%-6613F-HRTimeline
RKL Wealth Management LLC2,272$615K0.06%-33813F-HRTimeline
Abel Hall, LLC2,269$614K0.13%-1,66613F-HRTimeline
Warren Street Wealth Advisors, LLC2,267$613K0.16%-17613F-HRTimeline
Spinnaker Investment Group, LLC2,267$613K0.12%-9713F-HRTimeline
Waterloo Capital, L.P.2,266$613K0.04%+13513F-HRTimeline
TOWER BRIDGE ADVISORS2,265$613K0.06%+2213F-HRTimeline
Basecamp Wealth Advisors LLC2,262$612K0.13%+10113F-HRTimeline
Arista Wealth Management, LLC2,261$612K0.07%+1,05713F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC2,261$612K0.22%+6013F-HRTimeline
Wealth Intelligence, LLC2,260$612K0.29%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,257$611K0.15%+40713F-HRTimeline
Lauer Wealth, LLC1,995$610K0.49%+17713F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,249$608K0.05%-913F-HRTimeline
EVERPAR ADVISORS LLC2,244$607K0.21%+45613F-HRTimeline
NORTHLAND SECURITIES, INC.2,240$606K0.58%-30313F-HRTimeline
SFMG, LLC2,238$606K0.04%+12013F-HRTimeline
Harbor Group, Inc.2,238$606K0.09%+1713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,237$605K0.08%-813F-HRTimeline
Paulson Wealth Management Inc.2,233$604K0.14%+22813F-HRTimeline
Strategic Blueprint, LLC2,232$604K0.04%-48113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,232$604K0.2%-10613F-HRTimeline
RENASANT BANK2,226$602K0.43%+40113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,222$601K0.04%+1,08313F-HRTimeline
Dorato Capital Management1,964$601K0.44%013F-HRTimeline
WealthPLAN Partners, LLC2,216$600K0.12%+1,03813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,215$599K0.16%+1,15713F-HRTimeline
Sunflower Bank, N.A.2,211$598K0.15%-1813F-HRTimeline
NATURAL INVESTMENTS, LLC2,212$598K0.15%-11113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,209$598K0.08%-13113F-HRTimeline
Factorial Partners, LLC2,200$595K0.43%+40013F-HRTimeline
Sovereign Financial Group, Inc.2,199$595K0.1%-11713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,197$595K0.11%-83913F-HRTimeline
Wilson & Boucher Capital Management, LLC2,195$594K0.39%+1113F-HRTimeline
Finer Wealth Management, Inc.2,194$594K0.3%+29413F-HRTimeline
STABLEFORD CAPITAL II LLC2,193$593K0.22%-1,68613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,191$593K0.3%+2,09113F-HRTimeline
Financial Management Professionals, Inc.2,190$593K0.07%+1,28813F-HRTimeline
Manske Wealth Management2,189$592K0.17%+43913F-HRTimeline
QTR Family Wealth, LLC1,882$591K0.25%+8313F-HRTimeline
Coastal Bridge Advisors, LLC2,185$591K0.04%+12413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,184$591K0.08%+16713F-HRTimeline
Elevation Wealth Management LLC2,184$591K0.54%+37513F-HRTimeline
DOLIVER ADVISORS, LP2,181$590K0.13%-13413F-HRTimeline
Redwood Family Wealth LLC2,171$587K0.58%-5313F-HRTimeline
SHP Wealth Management2,155$584K0.04%-613F-HRTimeline
Fort Point Capital Partners LLC2,157$584K0.08%+3913F-HRTimeline
Hamilton Capital, LLC2,155$583K0.03%+89713F-HRTimeline
Oxbow Advisors, LLC2,153$583K0.05%-4513F-HRTimeline
BANK OF STOCKTON2,145$580K0.18%+61713F-HRTimeline
Taylor Hoffman Capital Management LLC2,141$579K0.18%-25013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,754$579K0.43%013F-HRTimeline
ADVISORY RESEARCH INC2,125$575K0.07%-11713F-HRTimeline
IPG Investment Advisors LLC2,124$575K0.1%+9513F-HRTimeline
Facet Wealth, Inc.2,121$574K0.01%+20613F-HRTimeline
Wallace Capital Management Inc.2,119$573K0.07%-4513F-HRTimeline
Murphy & Mullick Capital Management Corp2,119$573K0.42%-31213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,113$572K0.16%-1,59413F-HRTimeline
SMITH, MOORE & CO.2,112$571K0.04%-7213F-HRTimeline
Stonebrook Private Inc.2,110$571K0.12%-19013F-HRTimeline
Allegheny Financial Group2,109$571K0.08%+1,40413F-HRTimeline
Lumbard & Kellner, LLC2,108$570K0.2%013F-HRTimeline
Apeiron RIA LLC2,104$569K0.13%-1613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,102$569K0.07%+32413F-HRTimeline
Bradyco, Inc.2,099$568K0.44%-57413F-HRTimeline
Cornerstone Wealth Management, LLC2,093$566K0.03%+10613F-HRTimeline
KG Capital Management2,087$565K0.4%-59013F-HRTimeline
Syverson Strege & Co2,082$563K0.14%-39913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,082$563K0.05%-12513F-HRTimeline
Beaumont Financial Advisors, LLC2,082$563K0.04%-9313F-HRTimeline
McAdam, LLC2,082$563K0.03%+37413F-HRTimeline
SeaCrest Wealth Management, LLC2,080$563K0.06%-29613F-HRTimeline
ROMANO BROTHERS AND COMPANY2,078$562K0.06%-4913F-HRTimeline
Altus Wealth Group LLC2,077$562K0.23%+813F-HRTimeline
Bigelow Investment Advisors, LLC2,065$559K0.22%-23913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,719$558K0.25%-3513F-HRTimeline
Quadcap Wealth Management, LLC2,060$557K0.06%-25713F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,060$557K0.11%-1,92313F-HRTimeline
Yoffe Investment Management, LLC2,058$557K0.71%013F-HRTimeline
Crews Bank & Trust2,057$557K0.08%+313F-HRTimeline
Atlas Legacy Advisors, LLC2,049$556K0.1%-5113F-HRTimeline
CROBAN2,056$556K0.26%+62513F-HRTimeline
LVW Advisors, LLC2,054$556K0.05%-1,20413F-HRTimeline
Englebert Financial Advisers, LLC2,039$552K0.63%+4613F-HRTimeline
CRA Financial Services, LLC2,034$550K0.07%-24413F-HRTimeline
Huntleigh Advisors, Inc.2,033$550K0.09%+613F-HRTimeline
Resolute Wealth Strategies, LLC2,032$550K0.24%-31413F-HRTimeline
Regal Investment Advisors LLC2,031$550K0.03%-2,53613F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,027$549K0.14%-1,05113F-HRTimeline
First Growth Capital LLC2,002$549K0.5%+213F-HRTimeline
Stokes Family Office, LLC2,025$548K0.06%-79213F-HRTimeline
Certified Advisory Corp2,024$548K0.05%-313F-HRTimeline
Blue Chip Partners, LLC2,023$547K0.04%-48,29113F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,022$547K0.06%-1713F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,019$546K0.31%-14413F-HRTimeline
Lifeworks Advisors, LLC2,017$546K0.07%+29113F-HRTimeline
AXA S.A.in group AXA S.A.2,013$545K0.21%-20013F-HRTimelineGroup
AXS Investments LLC2,011$544K0.22%-39713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,007$543K0.35%013F-HRTimeline
True North Advisors, LLC2,005$543K0.06%-1,06213F-HRTimeline
Secure Asset Management, LLC2,001$541K0.09%-3913F-HRTimeline
Jacobs Equity LLC1,993$539K0.48%+30013F-HRTimeline
Synergy Investment Management, LLC1,990$538K0.18%-8613F-HRTimeline
1ST SOURCE BANK1,987$538K0.03%+21913F-HRTimeline
Smart Portfolios, LLC1,985$537K0.54%+14513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC1,984$537K0.08%-4913F-HRTimeline
Forefront Analytics, LLC1,983$537K0.49%+53113F-HRTimeline
Pinnacle Bancorp, Inc.1,979$535K0.16%+7013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.1,621$535K0.37%+87413F-HRTimeline
Wisconsin Wealth Advisors, LLC1,977$535K0.53%+913F-HRTimeline
Abacus Planning Group, Inc.1,971$533K0.07%-22813F-HRTimeline
Blackhawk Capital Partners, LLC1,970$533K0.2%-1,22113F-HRTimeline
Ardent Capital Management, Inc.1,970$533K0.23%-2513F-HRTimeline
Welch & Forbes LLC1,969$533K0.01%-1,09313F-HRTimeline
Bell Bank1,966$532K0.02%-1,17913F-HRTimeline
Grandview Asset Management LLC1,965$532K0.16%-1,41313F-HRTimeline
WealthTrust Axiom LLC1,961$531K0.13%-513F-HRTimeline
MBL Wealth, LLC1,958$530K0.04%-213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,956$529K0.02%-21413F-HRTimeline
Westover Capital Advisors, LLC1,955$529K0.1%-18313F-HRTimeline
Landing Point Financial Group, LLC1,952$528K0.26%-4513F-HRTimeline
McLean Asset Management Corp1,951$528K0.09%-4913F-HRTimeline
NCP Inc.1,950$528K0.88%-1,76613F-HRTimeline
WMS Group LLC1,949$527K0.77%013F-HRTimeline
TRB Wealth Management, LLC1,948$527K0.07%13F-HRTimeline
Athena Wealth Management, LLC1,946$527K0.43%+72913F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,945$526K0.31%013F-HRTimeline
CFO4Life Group, LLC1,943$526K0.08%-60213F-HRTimeline
Syntegra Private Wealth Group, LLC1,942$526K0.05%+9213F-HRTimeline
Keystone Financial Group1,840$525K0.04%+19313F-HRTimeline
Ifrah Financial Services, Inc.1,939$525K0.14%-6213F-HRTimeline
HCR Wealth Advisors1,937$524K0.05%-4213F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC1,934$523K0.42%-27813F-HRTimeline
Financial Security Advisor, Inc.1,932$523K0.1%-28913F-HRTimeline
SAXON INTERESTS, INC.1,930$522K0.18%-94513F-HRTimeline
FIRST AMERICAN TRUST, FSB1,930$522K0.04%-6213F-HRTimeline
55 North Private Wealth, LLC1,927$521K0.13%+4113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,925$521K0.06%-2713F-HRTimeline
Piedmont Capital Management, LLC1,846$520K0.26%+4213F-HRTimeline
Bull Harbor Capital LLC1,922$520K0.14%13F-HRTimeline
Narus Financial Partners, LLC1,918$519K0.14%+17313F-HRTimeline
Peak Asset Management, LLC1,912$517K0.09%013F-HRTimeline
Redhawk Wealth Advisors, Inc.1,908$516K0.06%-19313F-HRTimeline
Michels Family Financial, LLC1,903$515K0.37%+84613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,900$514K0.05%-1,32713F-HRTimelineGroup
Phillips Wealth Planners LLC1,334$513K0.39%-12213F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,386$512K0.32%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,892$512K0.08%-1,90413F-HRTimelineGroup
Ethos Financial Group, LLC1,893$512K0.04%-3513F-HRTimeline
Parisi Gray Wealth Management1,889$511K0.12%-3113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,880$509K0.04%-86013F-HRTimeline
Prospect Financial Services LLC1,879$509K0.31%-1,81713F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,879$508K0.04%013F-HRTimelineGroup
Strategies Wealth Advisors, LLC1,879$508K0.05%-36813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,874$507K0.2%-15713F-HRTimeline
Glen Eagle Advisors, LLC1,873$507K0.07%-58213F-HRTimeline
JSF Financial, LLC1,871$506K0.1%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC1,868$505K0.16%-98713F-HRTimeline
Klingman & Associates, LLC1,866$505K0.02%+6213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,863$504K0.05%+61513F-HRTimeline
Burns Matteson Capital Management, LLC1,858$503K0.2%-4,59413F-HRTimeline
Weinberger Asset Management, Inc1,855$502K0.19%-1313F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,850$501K0.1%-11713F-HRTimeline
AlphaStar Capital Management, LLC1,850$500K0.04%+29013F-HRTimeline
FARMERS TRUST CO1,848$500K0.08%+6713F-HRTimeline
Keating Financial Advisory Services, In…1,846$500K0.08%-3,15213F-HRTimeline
Foundation Wealth Management, LLC\PA1,844$499K0.18%+2413F-HRTimeline