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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DRIVE WEALTH MANAGEMENT, LLC2,082$650K0.14%-1,95213F-HRTimeline
Elyxium Wealth, LLC2,081$649K0.24%+26213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,100$648K0.45%013F-HRTimeline
HCR Wealth Advisors2,077$648K0.08%-4613F-HRTimeline
LJI Wealth Management, LLC2,075$647K0.11%+1,34013F-HRTimeline
Ifrah Financial Services, Inc.2,072$646K0.18%-16413F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.2,070$646K0.49%013F-HRTimeline
WEST PACES ADVISORS INC.2,069$645K0.14%+49313F-HRTimeline
Weinberger Asset Management, Inc2,064$644K0.25%-13313F-HRTimeline
Lewis Asset Management, LLC2,060$643K0.3%+69213F-HRTimeline
Berkeley Capital Partners, LLC2,058$642K0.16%-24813F-HRTimeline
Yoffe Investment Management, LLC2,057$642K0.88%+113F-HRTimeline
Cornerstone Wealth Management, LLC2,055$641K0.04%+16613F-HRTimeline
Gratus Wealth Advisors, LLC2,048$639K0.1%-30413F-HRTimeline
Thrive Wealth Management, LLC2,046$638K0.1%+32713F-HRTimeline
Godshalk Welsh Capital Management, Inc.2,045$638K0.39%-4513F-HRTimeline
Gateway Wealth Partners, LLC2,042$637K0.12%+78913F-HRTimeline
ROGCO, LP2,032$634K0.24%+36813F-HRTimeline
BFSG, LLC2,031$634K0.07%+4713F-HRTimeline
Douglass Winthrop Advisors, LLC2,026$632K0.01%-9,66213F-HRTimeline
Sound Income Strategies, LLC2,021$630K0.04%-37813F-HRTimeline
Vanguard Capital Wealth Advisors2,018$630K0.62%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aprio Wealth Management, LLC2,016$629K0.07%+54513F-HRTimeline
CRUX WEALTH ADVISORS2,002$625K0.27%+19213F-HRTimeline
Lumbard & Kellner, LLC2,000$624K0.27%013F-HRTimeline
Enhancing Capital LLC2,000$624K0.48%013F-HRTimeline
Elevated Capital Advisors, LLC1,186$621K0.17%013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,977$617K0.04%+2413F-HRTimeline
Riverwater Partners LLC1,972$615K0.29%-78413F-HRTimeline
United Community Bankin group United Community Bank1,971$615K0.21%-19213F-HRTimelineGroup
City State Bank1,970$615K0.19%+44113F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,969$614K0.18%+60513F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC1,969$614K0.15%+1,95113F-HRTimeline
J.Safra Asset Management Corp1,967$614K0.04%+49113F-HR/ATimeline
WealthTrust Axiom LLC1,959$611K0.18%013F-HRTimeline
Sargent Investment Group, LLC2,478$609K0.08%-3,37713F-HRTimeline
Sovran Advisors, LLC1,974$607K0.06%-26913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,945$607K0.22%+1013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.1,942$606K0.01%new13F-HRTimelineGroup
Cyr Financial Inc.1,942$606K0.47%+35613F-HRTimeline
INVENIO WEALTH PARTNERS LLC1,936$604K0.24%+37213F-HRTimeline
Pinion Investment Advisors, LLC1,931$602K0.21%-1,42913F-HRTimeline
Wealthstream Advisors, Inc.1,927$601K0.1%+813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,925$601K0.08%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,925$601K0.31%-26013F-HRTimeline
K.J. Harrison & Partners Inc1,924$600K0.1%-7,95113F-HRTimeline
Capital Market Strategies LLC1,924$600K0.42%+27513F-HRTimeline
Smart Portfolios, LLC1,922$600K0.6%+6513F-HRTimeline
McLean Asset Management Corp1,947$599K0.16%-11313F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,919$599K0.26%new13F-HRTimeline
American State Bank (Iowa)1,916$598K0.33%+52513F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,909$596K0.15%-2513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,909$595K0.15%-13313F-HRTimeline
Asset Planning,Inc1,900$593K0.45%+6113F-HRTimeline
1ST SOURCE BANK1,895$591K0.03%+26013F-HRTimeline
White Lighthouse Investment Management …1,889$589K0.1%-14013F-HRTimeline
Peoples Bank/KS1,889$589K0.4%+21213F-HRTimeline
Sunflower Bank, N.A.1,888$589K0.15%+14213F-HRTimeline
Persium Advisors, LLC1,887$589K0.49%+70913F-HRTimeline
Landing Point Financial Group, LLC1,882$587K0.37%-11113F-HRTimeline
AMERIFLEX GROUP, INC.1,938$587K0.31%+9213F-HRTimeline
Fairscale Capital, LLC2,345$585K0.43%-14713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,209$585K0.14%+79313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,873$584K0.2%-65013F-HRTimeline
BCS Wealth Management1,871$584K0.13%+24813F-HRTimeline
Centurion Wealth Management LLC1,868$583K0.17%-1,15713F-HRTimeline
Heck Capital Advisors, LLC1,859$580K0.05%+39613F-HRTimeline
First Business Financial Services, Inc.1,858$580K0.05%-2,86313F-HRTimeline
Abacus Planning Group, Inc.1,850$577K0.09%-48313F-HR/ATimeline
Parsonex Advisory Services, Inc.1,844$575K0.48%13F-HRTimeline
Rooted Wealth Advisors, Inc.1,890$575K0.2%+97213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,840$574K0.06%+19813F-HRTimelineGroup
Chung Wu Investment Group, LLC1,840$574K0.6%-4,58313F-HRTimeline
Unique Wealth Strategies, LLC1,840$574K0.24%-33213F-HRTimeline
Castleview Partners, LLC1,839$574K0.37%+1,40813F-HRTimeline
Ethos Financial Group, LLC1,838$574K0.05%-45313F-HRTimeline
Buska Wealth Management, LLC1,838$573K0.16%+34413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,833$572K0.07%-7013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,831$571K<0.01%+213F-HRTimeline
AXS Investments LLC1,831$571K0.23%-88613F-HRTimeline
United Advisor Group, LLC1,830$571K0.1%-4313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,818$567K0.03%-26213F-HRTimeline
Astoria Portfolio Advisors LLC.2,030$565K0.16%-61113F-HRTimeline
Redhawk Wealth Advisors, Inc.1,812$565K0.07%+1,17513F-HRTimeline
FIRST AMERICAN TRUST, FSB1,811$565K0.05%-313F-HRTimeline
Sierra Capital LLC1,807$564K0.07%-1213F-HRTimeline
Forefront Wealth Partners, LLC1,114$563K0.39%+6613F-HRTimeline
Wealth Group Ltd1,803$562K0.14%+12513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/1,800$562K0.92%013F-HRTimeline
RiverGlades Family Offices LLC1,800$562K0.37%+20013F-HRTimeline
Sivia Capital Partners, LLC1,797$561K0.19%-1,21313F-HR/ATimeline
Foundation Wealth Management, LLC\PA1,797$561K0.24%+3213F-HRTimeline
Northern Financial Advisors Inc1,797$561K0.42%-1,13413F-HRTimeline
Profit Investment Management, LLC1,790$558K0.5%-5013F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,778$555K0.44%+7713F-HRTimeline
Granite Harbor Advisors, Inc.1,775$554K0.26%+47313F-HRTimeline
Arcus Capital Partners, LLC1,768$552K0.24%+11313F-HRTimeline
Riverbend Wealth Management, LLC1,761$550K0.42%-81213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,757$548K0.04%-30,11513F-HRTimelineGroup
BURNS J W & CO INC/NY1,755$548K0.07%-11,19913F-HRTimeline
My Personal CFO, LLC1,754$547K0.25%-4713F-HRTimeline
Summit Financial Strategies, Inc.1,754$547K0.05%+33713F-HRTimeline
Synergy Investment Management, LLC1,754$547K0.33%-1713F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC1,749$546K0.41%-2,64813F-HRTimeline
Presidio Capital Management, LLC1,747$545K0.21%-813F-HRTimeline
Valtinson Bruner Financial Planning LLC1,747$545K0.17%-513F-HRTimeline
Piedmont Capital Management, LLC1,739$543K0.31%new13F-HRTimeline
Certified Advisory Corp1,738$542K0.06%-1,92413F-HRTimeline
Avidian Wealth Enterprises, LLC1,736$542K0.02%-71313F-HRTimeline
Invera Wealth Advisors, LLC1,735$541K0.35%+913F-HRTimeline
Phillips Wealth Planners LLC1,758$541K0.49%-1,08613F-HRTimeline
FRG Family Wealth Advisors LLC1,732$540K0.09%-5513F-HRTimeline
SFMG, LLC1,731$540K0.04%+9013F-HRTimeline
True North Advisors, LLC1,728$539K0.1%+13913F-HRTimeline
Wisconsin Wealth Advisors, LLC1,726$538K0.62%+95313F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,720$537K0.06%013F-HRTimeline
Atlas Private Wealth Advisors1,719$536K0.07%-7213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,719$536K0.04%-1,08913F-HRTimeline
CAMDEN NATIONAL BANK1,717$536K0.08%-32013F-HRTimeline
VeraBank, N.A.1,716$535K0.11%+41913F-HRTimeline
Syntegra Private Wealth Group, LLC1,711$534K0.05%+12713F-HRTimeline
Paladin Advisory Group, LLC1,710$533K0.41%013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,707$533K0.02%-1,69813F-HRTimelineGroup
Kellett Wealth Advisors, LLC1,704$532K0.35%+4113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,702$531K0.01%new13F-HR/ATimelineGroup
Asset Management Group, Inc.1,702$531K0.09%-7113F-HRTimeline
WATERS PARKERSON & CO., LLC1,700$530K0.03%+57413F-HRTimeline
AVISO WEALTH MANAGEMENT1,700$530K0.25%-13113F-HRTimeline
Full Sail Capital, LLC1,699$530K0.03%+31113F-HRTimeline
Convergence Investment Partners, LLC1,697$529K0.13%-13413F-HRTimeline
D.B. Root & Company, LLC1,694$528K0.16%new13F-HRTimeline
MJP ASSOCIATES INC /ADV1,693$528K0.08%-9913F-HRTimeline
Root Financial Partners, LLC1,693$528K0.05%+26313F-HRTimeline
North Star Investment Management Corp.1,693$528K0.04%-5813F-HRTimeline
CVA Family Office, LLC1,693$528K0.07%-76913F-HRTimeline
HF Advisory Group, LLC1,692$528K0.21%+28213F-HRTimeline
Davies Financial Advisors, Inc.1,691$528K0.41%-913F-HRTimeline
WealthBridge Capital Management, LLC1,687$526K0.13%-11013F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,687$526K0.18%+6713F-HRTimeline
Apella Capital, LLC1,733$526K0.01%+5113F-HRTimeline
Veltria Advisors Corp.1,681$525K0.35%+16213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,673$523K0.17%+1113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,677$523K0.13%-88313F-HRTimeline
Code Waechter LLC1,675$523K0.37%+48613F-HRTimeline
Intellus Advisors LLC1,673$522K0.08%+14513F-HRTimeline
Arvest Bank Trust Division1,673$522K0.03%+2613F-HRTimeline
Lavaca Capital LLC1,671$521K0.21%+10613F-HR/ATimeline
Atom Investors LP1,671$521K0.05%+70113F-HRTimeline
WADDELL & ASSOCIATES, LLC1,671$521K0.06%+66413F-HRTimeline
Hamilton Point Investment Advisors, LLC1,671$521K0.09%+6713F-HRTimeline
Coppell Advisory Solutions LLC1,686$521K0.06%-3,24713F-HR/ATimeline
Volterra Technologies LP1,670$521K0.7%13F-HRTimeline
BridgePort Financial Solutions, LLC1,669$521K0.17%+13313F-HRTimeline
ABN AMRO Bank N.V.1,659$520K0.01%-9,18813F-HRTimeline
New Republic Capital, LLC1,664$519K0.18%-28713F-HRTimeline
AGH Wealth Advisors, LLC1,661$518K0.43%-52413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,659$518K0.16%+1,11313F-HRTimeline
AllSquare Wealth Management LLC1,657$517K0.29%+65013F-HRTimeline
CLG LLC1,655$516K0.16%+14213F-HRTimeline
Cape Investment Advisory, Inc.1,654$516K0.19%+9813F-HRTimeline
PUREfi Wealth, LLC1,653$516K0.41%+96113F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,651$515K0.33%+85713F-HRTimeline
STEPH & CO1,646$514K0.17%+27813F-HRTimeline
Virtue Capital Management, LLC1,646$513K0.09%-2,25613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,645$513K0.16%013F-HRTimeline
Summit Wealth Group, LLC1,645$513K0.13%013F-HRTimeline
Tudor Financial Inc.1,643$513K0.29%-8513F-HRTimeline
Headlands Technologies LLC1,639$511K0.06%new13F-HRTimeline
LRI Investments, LLC18,294$511K0.04%-45413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,637$511K0.23%+2313F-HRTimeline
Portside Wealth Group, LLC1,636$510K0.08%-4,40713F-HRTimeline
Compagnie Lombard Odier SCmA1,636$510K0.01%-35,62513F-HRTimeline
Northwest Bancshares, Inc.1,630$509K0.09%-1013F-HRTimeline
Berbice Capital Management LLC1,630$509K0.36%-4,00013F-HRTimeline
Sunburst Financial Group, LLC1,629$508K0.11%-45213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,627$508K0.06%-16,52813F-HRTimeline
Maxele Advisors, LLC1,626$507K0.44%-26713F-HRTimeline
3Chopt Investment Partners, LLC1,622$506K0.12%-42213F-HRTimeline
360 Financial, Inc.1,617$505K0.16%+45013F-HRTimeline
Pines Wealth Management, LLC1,635$505K0.18%-54913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,616$504K0.25%new13F-HRTimeline
Founders Financial Alliance, LLC1,615$504K0.11%-10213F-HRTimeline
Keystone Financial Group1,657$501K0.05%-1,09013F-HRTimeline
MRP Capital Investments, LLC1,605$501K0.34%-80813F-HRTimeline
McElhenny Sheffield Capital Management,…1,603$500K0.13%+57013F-HR/ATimeline
Axis Wealth Partners, LLC1,603$500K0.33%+1413F-HRTimeline
NAVELLIER & ASSOCIATES INC1,602$500K0.06%+913F-HRTimeline
Wealthspire Retirement, LLC1,602$500K0.03%+40013F-HRTimeline
Harbor Advisors LLC1,600$499K0.08%+1,10013F-HRTimeline
GRIES FINANCIAL LLC1,600$499K0.09%-3,35613F-HRTimeline
Texas Capital Bancshares Inc/TX1,594$497K0.18%-613F-HRTimeline
Aspen Wealth Strategies, LLC1,592$497K0.3%-15313F-HRTimeline
Fullerton Fund Management Co Ltd.1,580$493K0.02%-57613F-HRTimeline
Cypress Wealth Services, LLC1,578$492K0.09%+17513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,575$491K0.24%-24513F-HRTimelineGroup
Measured Wealth Private Client Group, L…1,573$491K0.15%+16713F-HRTimeline
Womack Financial LLC1,572$490K0.41%+12313F-HR/ATimeline
Balentine LLC1,563$488K0.02%+72113F-HRTimeline
Spectrum Planning & Advisory Services I…1,555$485K0.31%new13F-HRTimeline
Bluesphere Advisors LLC1,555$485K0.24%new13F-HRTimeline