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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SmartHarvest Portfolios, LLC1,793$745K0.24%+47813F-HRTimeline
Freedom Financial Partners LLC1,790$744K0.24%+1013F-HRTimeline
Weinberger Asset Management, Inc1,791$742K0.24%-6413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,785$742K0.17%+16413F-HRTimeline
Wealth Management Partners, LLC1,782$741K0.17%-1513F-HRTimeline
Vantus Wealth LLC1,782$741K0.4%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,781$740K0.19%-33213F-HRTimeline
Winthrop Partners - WNY, LLC1,780$740K0.37%+2213F-HRTimeline
Sierra Capital LLC1,779$739K0.07%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,778$739K0.07%+23613F-HR/ATimeline
Trust Co of the South1,767$734K0.1%+2313F-HRTimeline
CLG LLC1,765$734K0.16%+7213F-HRTimeline
One Degree Advisors Inc1,715$731K0.16%new13F-HRTimeline
Agate Pass Investment Management, LLC1,756$730K0.27%-1513F-HRTimeline
TFR Capital, LLC.1,754$729K0.21%+4513F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,754$729K0.53%013F-HRTimeline
May Hill Capital, LLC1,753$729K0.15%+33813F-HRTimeline
Nabity-Jensen Investment Management Inc1,752$728K0.45%-1013F-HRTimeline
High Net Worth Advisory Group LLC1,751$728K0.15%+613F-HRTimeline
Blackhawk Capital Partners, LLC1,751$728K0.24%-21913F-HRTimeline
REXFORD CAPITAL INC1,749$727K0.45%+813F-HRTimeline
BIP Wealth, LLC1,747$726K0.02%+18613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,746$726K0.05%-133,90313F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,746$726K0.1%+53513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,745$725K0.01%+5013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,741$724K0.03%-21513F-HRTimeline
Summit Wealth Group, LLC1,740$723K0.15%-5013F-HRTimeline
Verum Partners LLC1,738$722K0.11%+26513F-HRTimeline
Valtinson Bruner Financial Planning LLC1,738$722K0.18%+2313F-HRTimeline
Northern Financial Advisors Inc1,737$722K0.48%+3513F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,728$718K0.46%+713F-HRTimeline
SAXON INTERESTS, INC.1,728$718K0.2%-20213F-HRTimeline
Michels Family Financial, LLC1,727$718K0.46%-17613F-HRTimeline
Drucker Wealth 3.0, LLC1,725$717K0.11%+37013F-HRTimeline
Ethos Financial Group, LLC1,699$715K0.05%-19413F-HRTimeline
Avantra Family Wealth, Inc.1,715$713K0.45%new13F-HRTimeline
PKS Advisory Services, LLC1,709$710K0.11%new13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,709$710K0.18%+18813F-HRTimeline
Diligent Investors, LLC1,709$710K0.16%+10113F-HRTimeline
SAPIENT CAPITAL LLC1,704$708K0.01%-1,38713F-HR/ATimeline
Novak & Powell Financial Services, Inc.1,702$707K0.33%+613F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,701$707K0.02%-35,45413F-HRTimelineGroup
Skylands Capital, LLC1,700$707K0.09%-7,99513F-HRTimeline
MAD RIVER INVESTORS1,700$707K0.26%013F-HRTimeline
1015 Capital Partners, LLC1,699$706K0.59%+1313F-HRTimeline
BRADY FAMILY WEALTH, LLC1,697$705K0.2%-17113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,695$704K0.06%13F-HRTimelineGroup
Weaver Consulting Group1,693$703K0.14%+1113F-HRTimeline
White Lighthouse Investment Management …1,686$701K0.09%013F-HRTimeline
Cornell Pochily Investment Advisors, In…1,682$699K0.19%new13F-HRTimeline
Future Financial Wealth Managment LLC1,647$698K0.43%-48913F-HRTimeline
Spartan Planning & Wealth Management1,676$697K0.46%new13F-HRTimeline
PARK NATIONAL CORP /OH/1,676$697K0.02%-5113F-HRTimeline
AXS Investments LLC1,672$695K0.2%-33913F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT1,669$694K0.34%+913F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,663$691K0.18%013F-HRTimeline
Resolute Wealth Strategies, LLC1,658$689K0.27%-37413F-HRTimeline
Prospect Financial Services LLC1,658$689K0.35%-22113F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,657$689K0.28%+18913F-HRTimelineGroup
Paulson Wealth Management Inc.1,656$688K0.15%-57713F-HRTimeline
Cambridge Advisors Inc.1,655$688K0.12%013F-HRTimeline
CFO4Life Group, LLC1,653$687K0.09%-29013F-HRTimeline
Chesapeake Wealth Management1,652$687K0.19%-87513F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,651$686K0.04%+4813F-HRTimeline
Clearwave Capital, LLC1,648$685K0.38%+913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,646$684K0.08%-3,03713F-HRTimeline
Alteri Wealth LLC1,646$684K0.19%+71113F-HRTimeline
Caerus Investment Advisors, LLC1,640$682K0.23%+76813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,637$680K0.15%013F-HRTimeline
Thrive Wealth Management, LLC1,636$680K0.09%-613F-HRTimeline
Amplius Wealth Advisors, LLC1,632$678K0.05%-11413F-HRTimeline
Investment Research Partners LLC1,631$678K0.23%+35513F-HRTimeline
WASHINGTON TRUST Co1,623$674K0.02%+1413F-HRTimeline
LMG Wealth Partners, LLC1,622$674K0.11%+1113F-HRTimeline
Regent Peak Wealth Advisors LLC1,620$673K0.12%+28513F-HRTimeline
SeaCrest Wealth Management, LLC1,619$673K0.07%-46113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,618$672K0.04%new13F-HRTimeline
STEPH & CO1,612$670K0.17%+30613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,612$670K0.21%+2813F-HRTimeline
Soundwatch Capital LLC1,609$669K0.07%-1713F-HRTimeline
Graham Capital Management, L.P.1,607$668K0.02%+1,58113F-HRTimeline
Opus Capital Group, LLC1,603$666K0.06%+42513F-HRTimeline
Harbor Advisors LLC1,600$665K0.08%013F-HRTimeline
RK Capital Management, LLC/FL1,600$665K0.04%new13F-HRTimeline
Pointe Capital Management LLC1,595$663K0.3%+22013F-HRTimeline
Elevated Capital Advisors, LLC1,594$663K0.18%-1,03613F-HRTimeline
Quadrant Private Wealth Management, LLC1,594$663K0.15%+28013F-HRTimeline
Falcon Wealth Planning1,587$660K0.04%+5913F-HRTimeline
Werba Rubin Papier Wealth Management1,585$659K0.08%+30013F-HRTimeline
Fairscale Capital, LLC1,584$658K0.39%-6513F-HRTimeline
Tempus Wealth Planning, LLC1,580$657K0.13%-80113F-HRTimeline
Cascade Financial Partners, LLC1,578$656K0.06%-7413F-HRTimeline
W.H. Cornerstone Investments Inc.1,575$655K0.37%+36113F-HRTimeline
Brookwood Investment Group LLC1,574$654K0.08%-3013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…1,571$653K0.51%013F-HRTimeline
Portside Wealth Group, LLC1,566$651K0.08%+11313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,565$650K0.08%013F-HRTimeline
Englebert Financial Advisers, LLC1,564$650K0.64%-47513F-HRTimeline
Phillips Wealth Planners LLC1,516$649K0.48%+18213F-HRTimeline
Southeast Asset Advisors, LLC1,559$648K0.07%-913F-HRTimeline
Cushing Capital Partners, LLC1,557$647K0.45%-5313F-HRTimeline
FWG Holdings, LLC1,538$647K0.22%new13F-HRTimeline
Olde Wealth Management, LLC1,559$647K0.18%-16013F-HRTimeline
Navigation Group, LLC1,553$645K0.13%+413F-HRTimeline
MCDONALD PARTNERS LLC1,548$643K0.16%-93113F-HRTimeline
Fosun International Ltd1,548$643K0.14%-5,16313F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,548$643K0.33%+20713F-HRTimeline
Ullmann Wealth Partners Group, LLC1,547$643K0.06%+36313F-HRTimeline
Stokes Family Office, LLC1,541$640K0.07%-48413F-HRTimeline
Rollins Financial Advisors, LLC1,540$640K0.08%+32113F-HRTimeline
Gilbert & Cook, Inc.1,536$638K0.07%-1713F-HRTimeline
SEEDS INVESTOR LLC1,531$636K0.07%+36013F-HRTimeline
MEANS INVESTMENT CO., INC.1,530$636K0.05%-8913F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC1,530$636K0.14%+35013F-HRTimeline
Sound Income Strategies, LLC1,527$634K0.03%+11713F-HRTimeline
Worth Asset Management, LLC1,525$634K0.2%+27613F-HRTimeline
Jacobsen Capital Management1,516$630K0.18%+17513F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.1,637$629K0.41%+1613F-HRTimeline
State of Wyoming1,514$629K0.06%new13F-HRTimeline
Sterling Investment Advisors, Ltd.1,513$629K0.11%013F-HRTimeline
Paragon Private Wealth Management, LLC1,511$628K0.16%+16513F-HRTimeline
COFG Advisors, LLC1,509$627K0.11%+51713F-HRTimeline
Curated Wealth Partners LLC1,508$627K0.07%+42213F-HR/ATimeline
Winthrop Advisory Group LLC1,507$626K0.04%+1813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,505$626K0.06%-39513F-HRTimelineGroup
Next Level Private LLC1,504$625K0.12%+9413F-HRTimeline
CPC Advisors, LLC1,503$625K0.08%-17113F-HRTimeline
Abacus Wealth Partners, LLC1,502$624K0.07%-1,06613F-HRTimeline
True North Advisors, LLC1,500$624K0.06%-50513F-HRTimeline
PURSUE WEALTH PARTNERS LLC1,500$623K0.35%new13F-HRTimeline
Corundum Trust Company, INC1,499$623K1.66%013F-HRTimeline
Trueblood Wealth Management, LLC1,499$623K0.22%+3013F-HRTimeline
Axis Wealth Partners, LLC1,498$622K0.3%-5413F-HRTimeline
SAX WEALTH ADVISORS, LLC2,300$622K0.03%+1,61713F-HRTimeline
Flatrock Wealth Partners LLC1,494$621K0.24%+25513F-HRTimeline
Sandro Wealth Management LLC1,494$621K0.45%+15213F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,490$619K0.14%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,489$619K0.03%+9713F-HRTimeline
Thomasville National Bank1,488$618K0.03%13F-HRTimeline
Traynor Capital Management, Inc.1,485$617K0.03%-39413F-HRTimeline
Paladin Advisory Group, LLC1,484$617K0.41%013F-HRTimeline
Gratus Wealth Advisors, LLC1,479$615K0.08%013F-HRTimeline
Malaga Cove Capital, LLC1,478$614K0.2%-3513F-HRTimeline
Buska Wealth Management, LLC1,478$614K0.22%-1413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,476$613K0.09%+8113F-HRTimeline
Grey Ledge Advisors, LLC1,476$613K0.12%+1313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP1,471$611K0.34%-4513F-HRTimelineGroup
Asset One Wealth Management LLC1,453$608K0.06%+7513F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,458$606K0.51%013F-HRTimeline
SGL Investment Advisors, Inc.1,482$606K0.21%-87313F-HRTimeline
CERTUITY, LLC1,457$606K0.03%-1,15713F-HRTimeline
Hamilton Point Investment Advisors, LLC1,457$606K0.09%013F-HRTimeline
Aspen Wealth Strategies, LLC1,457$605K0.29%+6813F-HRTimeline
Pinnacle Bancorp, Inc.1,456$605K0.16%-52313F-HRTimeline
Regal Investment Advisors LLC1,453$604K0.03%-57813F-HRTimeline
Midwest Financial Partners Investments,…1,453$604K0.25%-10113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,449$602K0.17%-1513F-HRTimeline
Moran Wealth Management, LLC1,446$601K0.02%+39113F-HRTimeline
Lighthouse Financial LLC1,441$599K0.31%-90113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,438$597K0.04%-44213F-HRTimeline
Delta Investment Management, LLC1,432$595K0.1%new13F-HRTimeline
Lantz Financial LLC1,431$595K0.11%+13213F-HRTimeline
SHP Wealth Management1,429$594K0.04%-72613F-HRTimeline
Persistent Asset Partners Ltd1,427$593K0.19%new13F-HRTimeline
J. Derek Lewis & Associates Inc.1,422$591K0.11%-31013F-HRTimeline
Better Way Financial, LLC1,420$591K0.5%13F-HRTimeline
Alpha Financial Advisors, LLC1,418$589K0.16%-4113F-HRTimeline
PUZO MICHAEL J1,415$588K0.15%-10,08713F-HRTimeline
Forefront Analytics, LLC1,409$586K0.64%-57413F-HRTimeline
Summit Financial Strategies, Inc.1,406$584K0.04%-113F-HRTimeline
GTS SECURITIES LLC1,405$584K0.01%-3,72713F-HRTimeline
Discipline Wealth Solutions, LLC1,405$584K0.05%+1113F-HRTimeline
Dynamic Technology Lab Private Ltd1,400$582K0.13%-20813F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,397$580K0.27%+1313F-HRTimeline
General Partner, Inc.1,396$580K0.31%013F-HRTimeline
First City Capital Management, Inc.1,393$579K0.28%-613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,393$579K0.22%+38613F-HRTimeline
Brady Martz Wealth Solutions, LLC1,392$579K0.09%+50013F-HRTimeline
McElhenny Sheffield Capital Management,…1,392$579K0.14%+8913F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,388$577K0.11%-19213F-HRTimeline
Wealth Group Ltd1,387$576K0.11%-20413F-HRTimeline
Lynx Investment Advisory1,385$576K0.19%new13F-HRTimeline
Legacy Advisors, LLC1,384$575K0.05%+29713F-HRTimeline
AGH Wealth Advisors, LLC1,382$574K0.36%+3813F-HRTimeline
Brucke Financial, Inc.1,379$573K0.25%+4513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,378$573K0.15%+4013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,378$573K0.01%-13,45013F-HRTimeline
Fiduciary Group, LLC1,378$573K0.04%+1113F-HRTimeline
RFP Financial Group LLC1,377$572K0.26%+26813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,386$572K0.34%013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC1,374$571K0.29%-2,65213F-HRTimeline
Rosenberg Matthew Hamilton1,374$571K0.11%+413F-HRTimeline
Phillip James Consulting Co.1,373$570K0.38%-18613F-HRTimeline
Provident Investment Management, Inc.1,371$570K0.06%-3013F-HRTimeline
Olistico Wealth, LLC1,369$569K0.24%+27313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,367$568K0.09%new13F-HRTimeline
Buttonwood Financial Advisors Inc.1,365$567K0.17%-3013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,359$565K0.07%+3413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,359$565K0.31%-27913F-HRTimeline
Signature Equity Partners, LLC1,357$564K0.26%+34713F-HRTimeline