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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Provenance Wealth Advisors, LLC2,631$1.33M0.17%+2,08013F-HRTimeline
Resonant Capital Advisors, LLC2,630$1.33M0.1%+4313F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,622$1.33M0.32%new13F-HRTimeline
Rockingstone Advisors LLC2,616$1.32M0.58%+2,11913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,611$1.32M0.03%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.2,608$1.32M0.17%013F-HRTimeline
Cadence Bank2,604$1.32M0.09%-19013F-HRTimeline
Texas Bank & Trust Co2,602$1.32M0.54%13F-HRTimeline
Strategic Investment Advisors / MI2,595$1.31M0.14%-54513F-HRTimeline
Evergreen Wealth Management, LLC2,594$1.31M0.78%-1513F-HRTimeline
Clarendon Private LLC2,584$1.31M1.37%13F-HRTimeline
Greykasell Wealth Strategies, Inc.2,583$1.31M0.73%13F-HRTimeline
Gitterman Wealth Management, LLC2,580$1.31M0.55%+313F-HRTimeline
MCF Advisors LLC2,578$1.3M0.09%+2013F-HRTimeline
Intrua Financial, LLC2,576$1.3M0.21%-12913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,572$1.3M0.58%-42013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,563$1.3M0.72%-1313F-HRTimelineGroup
ADIRONDACK TRUST CO2,557$1.29M0.49%013F-HRTimeline
CAPITAL & PLANNING, LLC2,549$1.29M0.94%13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,536$1.29M0.35%+1213F-HRTimeline
St. Johns Investment Management Company…2,541$1.29M0.6%-10513F-HRTimeline
Oslo Pensjonsforsikring AS2,539$1.28M0.18%+47413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,532$1.28M0.5%-4913F-HRTimeline
Riverwater Partners LLC2,531$1.28M0.62%+15113F-HRTimeline
Humankind Investments LLC2,529$1.28M0.32%+4713F-HRTimeline
CFO4Life Group, LLC2,528$1.28M0.22%-4313F-HRTimeline
Prentice Wealth Management LLC2,527$1.28M0.37%+2113F-HRTimeline
White Lighthouse Investment Management …2,518$1.27M0.22%-11213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,515$1.27M0.08%-21013F-HRTimeline
AXS Investments LLC2,509$1.27M0.35%-26613F-HRTimeline
Sivia Capital Partners, LLC2,505$1.27M0.63%-20013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,491$1.26M0.03%13F-HRTimelineGroup
Paladin Wealth, LLC2,497$1.26M1.09%+13613F-HRTimeline
Safeguard Investment Advisory Group, LLC2,493$1.26M0.35%+713F-HRTimeline
CALIFORNIA FIRST LEASING CORP2,489$1.26M0.52%013F-HRTimeline
BSW Wealth Partners2,486$1.26M0.18%+2913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,483$1.26M0.02%+79513F-HRTimelineGroup
Fairscale Capital, LLC2,483$1.26M1.08%-6113F-HRTimeline
CYBER HORNET ETFs LLC2,482$1.26M1.2%+5713F-HRTimeline
Sompo Asset Management Co., Ltd.2,480$1.25M0.21%+15013F-HRTimeline
Ifrah Financial Services, Inc.2,464$1.25M0.34%-12113F-HRTimeline
Semanteon Capital Management, LP2,452$1.24M0.67%+1,98013F-HRTimeline
Breakwater Capital Group2,450$1.24M0.25%-613F-HRTimeline
Abacus Planning Group, Inc.2,449$1.24M0.22%-8613F-HRTimeline
GLOBEFLEX CAPITAL L P2,447$1.24M0.1%-3,34813F-HRTimeline
Kennebec Savings Bank2,266$1.23M1.23%+8013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,424$1.23M0.02%+98113F-HRTimeline
Semus Wealth Partners LLC2,423$1.23M0.81%+12113F-HRTimeline
CVA Family Office, LLC2,422$1.23M0.19%+10013F-HRTimeline
NATURAL INVESTMENTS, LLC2,419$1.22M0.34%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,404$1.22M0.86%+1813F-HRTimeline
Bluesphere Advisors LLC2,410$1.22M0.6%+11413F-HRTimeline
JT Stratford LLC2,410$1.22M0.2%+6713F-HRTimeline
Avidian Wealth Enterprises, LLC2,410$1.22M0.05%-71213F-HRTimeline
American Money Management, LLC2,408$1.22M0.24%+32613F-HRTimeline
First County Bank /CT/2,405$1.22M0.68%-25513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,385$1.21M0.11%-17013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,384$1.21M0.18%-12813F-HRTimeline
Trust Co of the South2,382$1.2M0.25%-20413F-HRTimeline
COOKSON PEIRCE & CO INC2,375$1.2M0.05%+10013F-HRTimeline
GenTrust, LLC2,375$1.2M0.05%+5713F-HRTimeline
Riverbend Wealth Management, LLC2,349$1.2M1.07%13F-HRTimeline
Triad Wealth Partners, LLC2,368$1.2M0.43%new13F-HRTimeline
MEMBERS WEALTH LLC2,271$1.2M0.89%13F-HRTimeline
Giverny Capital Inc.2,364$1.2M0.04%new13F-HR/ATimeline
Cornerstone Wealth Advisors, Inc.2,360$1.19M0.33%-5813F-HRTimeline
Heritage Wealth Management, Inc.2,358$1.19M0.4%-3013F-HRTimeline
Crews Bank & Trust2,358$1.19M0.2%13F-HRTimeline
1776 Wealth LLC2,353$1.19M0.55%+55013F-HRTimeline
Gratus Wealth Advisors, LLC2,352$1.19M0.19%-8713F-HRTimeline
TOBAM2,337$1.18M0.36%+1713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC2,333$1.18M1.17%13F-HRTimeline
MJP ASSOCIATES INC /ADV2,324$1.18M0.21%-17913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,323$1.18M0.25%+50213F-HRTimelineGroup
Financial Security Advisor, Inc.2,320$1.17M0.3%-313F-HRTimeline
Catalyst Capital Advisors LLC2,316$1.17M0.02%-7713F-HRTimeline
WR Wealth Planners, LLC2,315$1.17M0.38%-31713F-HRTimeline
Lokken Investment Group LLC2,311$1.17M0.5%-3613F-HRTimeline
Uncommon Cents Investing LLC2,310$1.17M0.35%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,309$1.17M0.11%+413F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC2,308$1.17M0.08%+88613F-HRTimelineGroup
Teza Capital Management LLC2,296$1.16M0.18%-1,17813F-HRTimeline
CoreFirst Bank & Trust2,293$1.16M0.69%013F-HRTimeline
Three Seasons Wealth, LLC2,293$1.16M0.57%-39513F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,279$1.15M0.63%13F-HRTimeline
Veltria Advisors Corp.2,278$1.15M0.48%+51513F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,277$1.15M0.46%-3,94913F-HRTimeline
SC&H Financial Advisors, Inc.2,275$1.15M0.24%-11813F-HRTimeline
MBL Wealth, LLC2,275$1.15M0.12%-9213F-HRTimeline
CAMDEN NATIONAL BANK2,275$1.15M0.17%-9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ethos Financial Group, LLC2,274$1.15M0.15%-91213F-HRTimeline
Regent Peak Wealth Advisors LLC2,268$1.15M0.26%-3,58413F-HR/ATimeline
Intellectus Partners, LLC2,265$1.15M0.25%+70413F-HRTimeline
Sunbelt Securities, Inc.2,255$1.15M0.1%-53513F-HRTimeline
Regal Investment Advisors LLC2,263$1.14M0.09%-18013F-HRTimeline
Compound Global Advisors, LLC2,262$1.14M4.66%13F-HRTimeline
Pinnacle Bancorp, Inc.2,248$1.14M0.37%+5113F-HRTimeline
Simplicity Wealth,LLC2,243$1.13M0.24%-4,17013F-HRTimeline
State of Wyoming2,241$1.13M0.14%+1,31213F-HRTimeline
Argent Advisors, Inc.2,238$1.13M0.42%+8813F-HRTimeline
Mattern Wealth Management LLC2,235$1.13M0.25%-42913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,226$1.13M0.28%-9413F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,226$1.13M0.04%-89413F-HRTimelineGroup
Ceeto Capital Group, LLC2,226$1.13M0.41%+30013F-HRTimeline
ROGCO, LP2,225$1.13M0.46%-213F-HRTimeline
Weinberger Asset Management, Inc2,220$1.12M0.47%-1613F-HRTimeline
Richard W. Paul & Associates, LLC2,218$1.12M0.41%+1813F-HRTimeline
LaSalle St. Investment Advisors, LLC2,209$1.12M0.35%+54813F-HRTimeline
Financial Management Professionals, Inc.2,207$1.12M0.14%+9113F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…2,204$1.11M1.11%-20213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,201$1.11M0.51%+5413F-HRTimeline
CSS LLC/IL2,200$1.11M0.07%new13F-HRTimeline
Waterfront Wealth Inc.2,192$1.11M0.27%+7313F-HRTimeline
HCR Wealth Advisors2,186$1.11M0.14%-7913F-HRTimeline
Taylor Hoffman Capital Management LLC2,184$1.1M0.4%013F-HRTimeline
Bremer Bank National Association2,180$1.1M0.22%-7613F-HRTimeline
Covenant Partners, LLC2,178$1.1M0.34%-2713F-HRTimeline
Unique Wealth Strategies, LLC2,176$1.1M0.48%-2813F-HRTimeline
AGH Wealth Advisors, LLC2,176$1.1M1.02%13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP2,174$1.1M0.74%13F-HRTimelineGroup
YANKCOM Partnership2,165$1.1M0.59%13F-HRTimeline
SMITH, MOORE & CO.2,161$1.09M0.1%+6013F-HRTimeline
FLC Capital Advisors2,155$1.09M0.25%+43913F-HRTimeline
Atlas Legacy Advisors, LLC2,154$1.09M0.26%13F-HRTimeline
Convergence Investment Partners, LLC2,151$1.09M0.24%-1113F-HRTimeline
ORG Partners LLC2,139$1.09M0.15%+27313F-HRTimeline
Leeward Financial Partners, LLC2,144$1.08M0.39%-34213F-HRTimeline
McLean Asset Management Corp2,142$1.08M0.33%+6513F-HRTimeline
Texas Yale Capital Corp.2,140$1.08M0.04%-5013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,139$1.08M0.37%-1613F-HRTimeline
Kolinsky Wealth Management, LLC2,135$1.08M0.66%+2113F-HRTimeline
Berkeley Capital Partners, LLC2,133$1.08M0.3%-5613F-HRTimeline
Copperwynd Financial, LLC2,131$1.08M0.3%+11113F-HRTimeline
Plante Moran Financial Advisors, LLC2,130$1.08M0.09%-24913F-HRTimeline
Cambridge Advisors Inc.2,122$1.07M0.24%-68513F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC2,122$1.07M0.07%+25713F-HRTimeline
BECK MACK & OLIVER LLC2,121$1.07M0.02%+11613F-HRTimeline
OPINICUS CAPITAL, INC.2,119$1.07M0.9%-3713F-HRTimeline
Wallace Capital Management Inc.2,119$1.07M0.15%013F-HRTimeline
Copperleaf Capital, LLC2,114$1.07M0.68%+65213F-HRTimeline
Landing Point Financial Group, LLC2,026$1.07M0.82%13F-HRTimeline
Cable Hill Partners, LLC2,111$1.07M0.11%-57613F-HRTimeline
Abundance Wealth Counselors2,110$1.07M0.23%+10013F-HRTimeline
United Advisor Group, LLC2,106$1.07M0.21%+14013F-HRTimeline
Cladis Investment Advisory, LLC2,101$1.06M0.75%-10013F-HRTimeline
Gibbs Wealth Management2,101$1.06M0.29%-53313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,100$1.06M0.8%+1313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,094$1.06M0.1%+36713F-HRTimelineGroup
CRAWFORD INVESTMENT COUNSEL INC2,091$1.06M0.02%-22613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,091$1.06M0.42%-1313F-HRTimeline
Asset Planning,Inc2,091$1.06M0.81%13F-HRTimeline
Godshalk Welsh Capital Management, Inc.2,090$1.06M0.68%-2013F-HRTimeline
Peachtree Investment Partners, LLC2,088$1.06M0.4%-10613F-HRTimeline
Drucker Wealth 3.0, LLC2,084$1.05M0.24%-4513F-HR/ATimeline
Sovereign Financial Group, Inc.2,083$1.05M0.24%-5413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,076$1.05M0.21%-6813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,076$1.05M0.12%+61613F-HRTimeline
United Community Bankin group United Community Bank2,075$1.05M0.41%-33513F-HRTimelineGroup
Sound Income Strategies, LLC2,069$1.05M0.06%+12913F-HRTimeline
WORLD EQUITY GROUP, INC.2,070$1.05M0.22%+1,07713F-HRTimeline
Clarus Group, Inc.2,062$1.04M0.37%-30313F-HRTimeline
KG Capital Management2,061$1.04M0.34%+31013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,060$1.04M0.06%+6013F-HRTimeline
FORTE CAPITAL LLC /ADV2,060$1.04M0.12%-4013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,060$1.04M0.08%+4713F-HRTimeline
LVW Advisors, LLC2,059$1.04M0.13%-90113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,058$1.04M0.25%+6613F-HRTimelineGroup
Private Portfolio Partners LLC2,057$1.04M0.19%013F-HRTimeline
Yoffe Investment Management, LLC2,056$1.04M1.54%13F-HR/ATimeline
Cordgrass Capital Advisors, LLC2,053$1.04M0.3%+18413F-HRTimeline
Verity & Verity, LLC2,052$1.04M0.09%+55313F-HRTimeline
Measured Wealth Private Client Group, L…2,050$1.04M0.34%-14413F-HRTimeline
Independent Solutions Wealth Management…2,049$1.04M0.23%-1813F-HRTimeline
POSTROCK PARTNERS LLC2,044$1.03M0.5%13F-HRTimeline
Peak Asset Management, LLC2,037$1.03M0.19%013F-HRTimeline
Kozak & Associates, Inc.2,008$1.03M0.24%-7113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,036$1.03M0.19%+16213F-HRTimeline
Huntleigh Advisors, Inc.2,032$1.03M0.22%13F-HRTimeline
Sunburst Financial Group, LLC2,022$1.02M0.25%+3913F-HRTimeline
Legato Capital Management LLC2,021$1.02M0.13%-2,27213F-HRTimeline
First Pacific Financial2,018$1.02M0.24%-2413F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd2,012$1.02M0.07%new13F-HRTimelineGroup
Bard Financial Services, Inc.2,010$1.02M0.12%013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,001$1.01M0.47%+6813F-HRTimeline
Lumbard & Kellner, LLC2,000$1.01M0.43%013F-HRTimeline
EPIQ PARTNERS, LLC2,000$1.01M0.55%013F-HRTimeline
Enhancing Capital LLC2,000$1.01M0.81%13F-HRTimeline
Kenora Financial, LLC1,997$1.01M0.4%+13613F-HRTimeline
North Ridge Wealth Advisors, Inc.1,994$1.01M0.7%-5013F-HRTimeline
Modus Advisors, LLC1,990$1.01M0.32%-1613F-HRTimeline
PARK NATIONAL CORP /OH/1,988$1.01M0.04%-27913F-HRTimeline
WEBSTER BANK, N. A.1,982$1M0.11%+7113F-HRTimeline
PATRON PARTNERS, LLC1,982$1M0.54%+113F-HRTimeline
Profit Investment Management, LLC1,974$999K0.8%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,969$996K0.38%+46813F-HRTimeline
LRI Investments, LLC18,643$995K0.1%+8513F-HRTimeline
Advyzon Investment Management, LLC1,965$994K0.38%13F-HRTimeline
WealthBridge Capital Management, LLC1,965$994K0.28%+2313F-HRTimeline
Cardinal Capital Management, Inc.1,960$991K0.03%+1013F-HRTimeline
CPC Advisors, LLC1,959$991K0.13%-2913F-HRTimeline