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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OPINICUS CAPITAL, INC.2,340$1.23M1.08%+22113F-HRTimeline
Triad Wealth Partners, LLC2,334$1.22M0.38%-3413F-HRTimeline
Three Seasons Wealth, LLC2,334$1.22M0.61%+4113F-HRTimeline
Abacus Planning Group, Inc.2,333$1.22M0.21%-11613F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P2,330$1.22M0.29%+75513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,319$1.21M0.95%-62513F-HRTimeline
Pines Wealth Management, LLC2,184$1.21M0.56%+44513F-HRTimeline
Berkeley Capital Partners, LLC2,306$1.21M0.33%+17313F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,301$1.21M0.71%-26213F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC2,300$1.2M0.86%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,299$1.2M0.34%-12013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,295$1.2M0.47%-27713F-HRTimeline
Ausdal Financial Partners, Inc.2,297$1.2M0.09%+54113F-HRTimeline
CoreFirst Bank & Trust2,293$1.2M0.77%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,287$1.2M0.32%+6113F-HRTimelineGroup
AlphaQuest LLC2,284$1.2M0.13%+1,60813F-HRTimeline
Copperwynd Financial, LLC2,270$1.19M0.33%+13913F-HRTimeline
Resolute Wealth Strategies, LLC2,270$1.19M0.66%+50113F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,334$1.18M0.38%+3313F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,249$1.18M0.11%-6013F-HRTimeline
SC&H Financial Advisors, Inc.2,244$1.18M0.23%-3113F-HRTimeline
Pinnacle Bancorp, Inc.2,241$1.17M0.38%-713F-HRTimeline
MFG WEALTH MANAGEMENT, INC.2,237$1.17M1.12%new13F-HRTimeline
Ifrah Financial Services, Inc.2,236$1.17M0.34%-22813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,234$1.17M0.45%-1,82013F-HRTimeline
Wealth Management Partners, LLC2,234$1.17M0.54%-54413F-HRTimeline
DB Fitzpatrick & Co, Inc2,227$1.17M1.11%+56913F-HRTimeline
Advyzon Investment Management, LLC2,226$1.17M0.41%+26113F-HRTimeline
Financial Management Professionals, Inc.2,224$1.16M0.15%+1713F-HRTimeline
Avalon Trust Co2,224$1.16M0.09%-53113F-HRTimeline
SMITH, MOORE & CO.2,222$1.16M0.11%+6113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,219$1.16M0.43%+8013F-HRTimeline
Advisor Resource Council2,327$1.16M0.09%new13F-HRTimeline
Ethos Financial Group, LLC2,291$1.16M0.11%+1713F-HRTimeline
Mattern Wealth Management LLC2,213$1.16M0.26%-2213F-HRTimeline
Centiva Capital, LP2,212$1.16M0.07%+1,00013F-HRTimeline
Richard W. Paul & Associates, LLC2,211$1.16M0.45%-713F-HRTimeline
Verity & Verity, LLC2,209$1.16M0.1%+15713F-HRTimeline
Kozak & Associates, Inc.1,969$1.16M0.29%-3913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,205$1.15M0.38%-80613F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …2,200$1.15M0.04%+1,20013F-HRTimelineGroup
Weinberger Asset Management, Inc2,197$1.15M0.49%-2313F-HRTimeline
Catalyst Capital Advisors LLC2,196$1.15M0.02%-12013F-HRTimeline
AGH Wealth Advisors, LLC2,185$1.14M1.1%+913F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,185$1.14M0.62%-9413F-HRTimeline
Taylor Hoffman Capital Management LLC2,184$1.14M0.42%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,181$1.14M0.19%+80613F-HRTimeline
Sovereign Financial Group, Inc.2,180$1.14M0.26%+9713F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,179$1.14M0.28%-15,54813F-HR/ATimeline
Covenant Partners, LLC2,178$1.14M0.37%013F-HRTimeline
McLean Asset Management Corp2,060$1.14M0.38%-8213F-HRTimeline
Wallace Advisory Group, LLC2,252$1.14M0.79%-50713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP2,174$1.14M0.76%013F-HRTimelineGroup
Unique Wealth Strategies, LLC2,172$1.14M0.52%-413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,163$1.13M0.44%+7213F-HRTimeline
United Community Bankin group United Community Bank2,163$1.13M0.42%+8813F-HRTimelineGroup
Astoria Portfolio Advisors LLC.2,641$1.13M0.39%-97013F-HRTimeline
Fullerton Fund Management Co Ltd.2,156$1.13M0.07%-7,21813F-HRTimeline
Creekmur Asset Management LLC2,153$1.13M0.24%+1,40413F-HRTimeline
MEMBERS WEALTH LLC2,149$1.13M0.85%-12213F-HRTimeline
Cable Hill Partners, LLC2,736$1.13M0.11%+62513F-HRTimeline
Amica Retiree Medical Trust2,143$1.12M1.71%-51213F-HRTimeline
FORTE CAPITAL LLC /ADV2,139$1.12M0.13%+7913F-HRTimeline
Uncommon Cents Investing LLC2,135$1.12M0.33%-17513F-HRTimeline
MBL Wealth, LLC2,132$1.12M0.11%-14313F-HRTimeline
EPG Wealth Management LLC2,131$1.12M0.31%+1,66113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,129$1.12M0.24%-19413F-HRTimelineGroup
HCR Wealth Advisors2,123$1.11M0.14%-6313F-HRTimeline
Cambridge Advisors Inc.2,122$1.11M0.24%013F-HRTimeline
Wallace Capital Management Inc.2,119$1.11M0.14%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,117$1.11M0.2%+8113F-HRTimeline
FULLCIRCLE WEALTH LLC2,639$1.11M0.46%-31413F-HRTimeline
BECK MACK & OLIVER LLC2,116$1.11M0.02%-513F-HRTimeline
Echo Wealth Management, LLC2,112$1.11M0.75%new13F-HRTimeline
Cladis Investment Advisory, LLC2,101$1.1M0.8%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,100$1.1M0.82%013F-HRTimeline
Numerai GP LLC2,097$1.1M0.21%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,093$1.1M0.1%-113F-HRTimelineGroup
Core Wealth Partners LLC2,093$1.1M0.64%+79713F-HRTimeline
Godshalk Welsh Capital Management, Inc.2,090$1.09M0.72%013F-HRTimeline
Medallion Wealth Advisors, LLC2,085$1.09M0.5%+49513F-HRTimeline
Sunburst Financial Group, LLC2,081$1.09M0.27%+5913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,080$1.09M0.06%-43513F-HRTimeline
FLC Capital Advisors2,073$1.09M0.24%-8213F-HRTimeline
LRI Investments, LLC18,748$1.09M0.1%+10513F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.2,070$1.08M0.82%+25013F-HRTimeline
Heritage Wealth Management, Inc.2,067$1.08M0.37%-29113F-HRTimeline
Richard P Slaughter Associates Inc2,062$1.08M0.25%new13F-HRTimeline
Aspire Private Capital, LLC2,061$1.08M0.27%+11913F-HRTimeline
PATRON PARTNERS, LLC2,060$1.08M0.58%+7813F-HRTimeline
Yoffe Investment Management, LLC2,056$1.08M1.58%013F-HRTimeline
Versant Capital Management, Inc2,049$1.07M0.18%+67313F-HRTimeline
Peachtree Investment Partners, LLC2,047$1.07M0.42%-4113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,046$1.07M0.23%-3013F-HRTimeline
3Chopt Investment Partners, LLC2,044$1.07M0.28%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,042$1.07M0.31%+19413F-HRTimeline
Peak Asset Management, LLC2,041$1.07M0.2%+413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,041$1.07M0.2%-63913F-HRTimeline
Semmax Financial Advisors Inc.2,808$1.07M0.29%-4313F-HRTimeline
CAMDEN NATIONAL BANK2,037$1.07M0.16%-23813F-HRTimeline
Scientech Research LLC2,034$1.07M0.28%-72613F-HRTimeline
Benchmark Investment Advisors LLC2,032$1.06M0.69%-1,19713F-HRTimeline
White Lighthouse Investment Management …2,029$1.06M0.19%-48913F-HRTimeline
Regent Peak Wealth Advisors LLC2,028$1.06M0.25%-24013F-HRTimeline
Legato Capital Management LLC2,021$1.06M0.14%013F-HRTimeline
Semanteon Capital Management, LP2,020$1.06M0.57%-43213F-HRTimeline
Intrua Financial, LLC2,017$1.06M0.17%-55913F-HRTimeline
Huntleigh Advisors, Inc.2,016$1.06M0.25%-1613F-HR/ATimeline
Cassia Capital Partners, LLC2,001$1.05M0.65%+14413F-HRTimeline
Lumbard & Kellner, LLC2,000$1.05M0.46%013F-HRTimeline
EPIQ PARTNERS, LLC2,000$1.05M0.55%013F-HRTimeline
Enhancing Capital LLC2,000$1.05M0.84%013F-HRTimeline
Landing Point Financial Group, LLC1,993$1.04M0.79%-3313F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,993$1.04M0.04%+5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,060$1.04M0.08%013F-HRTimeline
POSTROCK PARTNERS LLC1,985$1.04M0.51%-5913F-HRTimeline
BFSG, LLC1,984$1.04M0.13%-5,19213F-HRTimeline
INCEPTIONR LLC1,981$1.04M0.31%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,979$1.04M0.54%+3413F-HRTimeline
Parkside Investments, LLC1,978$1.04M0.15%+50113F-HRTimeline
WealthTrust Axiom LLC1,959$1.03M0.31%013F-HRTimeline
Twelve Points Wealth Management LLC1,958$1.03M0.28%+30313F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,953$1.02M0.07%-16913F-HRTimeline
New Republic Capital, LLC1,951$1.02M0.44%+5113F-HRTimeline
Sovran Advisors, LLC2,243$1.02M0.13%-28613F-HRTimeline
Independent Solutions Wealth Management…1,944$1.02M0.23%-10513F-HRTimeline
Sunbelt Securities, Inc.1,944$1.02M0.09%-31113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,935$1.01M0.4%+10613F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,934$1.01M0.29%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,735$1.01M0.46%-2513F-HRTimeline
GEN Financial Management, INC.1,931$1.01M0.69%-2013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,925$1.01M0.05%+3013F-HRTimeline
Fort Point Capital Partners LLC1,921$1.01M0.11%+15113F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd1,920$1.01M0.08%-33,11013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,920$1.01M0.5%+1213F-HRTimelineGroup
Wealthstream Advisors, Inc.1,919$1.01M0.19%-2013F-HRTimeline
Atlas Legacy Advisors, LLC1,903$997K0.25%-25113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,903$996K0.14%+6313F-HRTimeline
KG Capital Management1,902$996K0.32%-15913F-HRTimeline
Maxele Advisors, LLC1,893$991K0.96%-1113F-HRTimeline
Cordgrass Capital Advisors, LLC1,892$991K0.28%-16113F-HRTimeline
Cornerstone Wealth Management, LLC1,889$989K0.07%+5513F-HRTimeline
North Ridge Wealth Advisors, Inc.1,883$986K0.66%-11113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,875$982K0.33%+49413F-HR/ATimeline
United Advisor Group, LLC1,873$981K0.2%-23313F-HRTimeline
Clarus Group, Inc.1,861$975K0.38%-20113F-HRTimeline
Fjell Capital, LLC1,860$974K0.99%+16613F-HRTimeline
Apella Capital, LLC1,682$973K0.03%+51513F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…1,857$973K0.71%+813F-HRTimeline
Smart Portfolios, LLC1,857$973K1.06%013F-HRTimeline
AMERIFLEX GROUP, INC.1,846$967K0.4%+1,08913F-HRTimeline
Profit Investment Management, LLC1,840$964K0.89%-13413F-HRTimeline
CoreCap Advisors, LLC1,839$963K0.04%-1,71413F-HRTimeline
Asset Planning,Inc1,839$963K0.76%-25213F-HRTimeline
AA Financial Advisors, LLC1,838$963K0.23%-3513F-HRTimeline
Asset Advisors Investment Management, L…1,838$963K0.1%-2513F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC1,835$961K0.18%013F-HRTimeline
AVISO WEALTH MANAGEMENT1,831$959K0.51%+50313F-HRTimeline
Convergence Investment Partners, LLC1,831$959K0.27%-32013F-HRTimeline
MWA Asset Management1,829$958K0.66%-1,98013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,829$958K<0.01%013F-HRTimeline
Kelman-Lazarov, Inc.1,829$958K0.17%-3613F-HRTimeline
HMV Wealth Advisors, LLC1,827$957K0.76%-3013F-HRTimeline
Samalin Investment Counsel, LLC1,820$953K0.39%+11013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,820$953K0.56%013F-HRTimelineGroup
Sierra Capital LLC1,819$953K0.11%-2,75713F-HRTimeline
Elyxium Wealth, LLC1,819$953K0.42%+1,27813F-HRTimeline
FIRST AMERICAN TRUST, FSB1,814$950K0.09%-8613F-HRTimeline
CRUX WEALTH ADVISORS1,810$948K0.49%-13313F-HRTimeline
Total Clarity Wealth Management, Inc.1,867$944K0.31%013F-HRTimeline
My Personal CFO, LLC1,801$943K0.48%-2113F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/1,800$943K1.84%-1,65513F-HRTimeline
Johnson & White Wealth Management, LLC1,798$942K0.53%+2613F-HRTimeline
WealthBridge Capital Management, LLC1,797$941K0.27%-16813F-HRTimeline
Brady Martz Wealth Solutions, LLC1,792$938K0.21%-713F-HRTimeline
MJP ASSOCIATES INC /ADV1,792$938K0.17%-53213F-HRTimeline
Atlas Private Wealth Advisors1,791$938K0.13%+11113F-HRTimeline
FRG Family Wealth Advisors LLC1,787$936K0.18%013F-HRTimeline
Capital Advisors, Ltd. LLC1,778$931K0.12%-4413F-HRTimeline
SATURNA CAPITAL CORP1,776$930K0.01%013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,776$930K0.39%-91913F-HRTimeline
Asset Management Group, Inc.1,773$929K0.17%+613F-HRTimeline
Synergy Investment Management, LLC1,771$928K0.39%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,765$925K0.44%+11413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,764$924K0.09%-62113F-HRTimeline
WOLFF WIESE MAGANA LLC1,761$922K0.63%+1,33713F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,760$922K0.11%+50713F-HRTimeline
WEBSTER BANK, N. A.1,756$920K0.1%-22613F-HRTimeline
Presidio Capital Management, LLC1,755$919K0.38%-813F-HRTimeline
Catalina Capital Group, LLC1,755$919K0.61%-2,27913F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,754$919K0.72%013F-HR/ATimeline
Valtinson Bruner Financial Planning LLC1,752$917K0.31%+2513F-HRTimeline
North Star Investment Management Corp.1,751$917K0.07%-9413F-HRTimeline
NOVEM GROUP1,747$915K0.13%+5813F-HRTimeline
Campion Asset Management1,747$915K0.71%-7013F-HRTimeline
Sunflower Bank, N.A.1,746$914K0.26%+313F-HRTimeline
Aspen Wealth Strategies, LLC1,745$914K0.6%-3013F-HRTimeline
GPS Wealth Strategies Group, LLC1,744$914K0.12%-18313F-HRTimeline
Clear Creek Financial Management, LLC1,737$910K0.09%+15313F-HRTimeline
PARK NATIONAL CORP /OH/1,737$910K0.03%-25113F-HRTimeline