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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SAWGRASS ASSET MANAGEMENT LLC1,915$661K0.08%-67013F-HRTimeline
Presidio Capital Management, LLC1,915$661K0.23%+16813F-HRTimeline
Acorns Advisers, LLC1,915$661K0.01%+74113F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,912$660K0.15%+313F-HRTimeline
Gratus Wealth Advisors, LLC1,909$659K0.09%-13913F-HRTimeline
Faithward Advisors, LLC1,907$659K0.1%-71913F-HRTimeline
OPINICUS CAPITAL, INC.1,906$658K0.46%-1,35413F-HRTimeline
Lingohr Asset Management GmbH1,900$656K1.15%new13F-HR/ATimeline
Creekmur Asset Management LLC1,893$654K0.11%-83913F-HRTimeline
First Bank & Trust1,892$653K0.11%+53913F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,889$652K0.05%new13F-HRTimelineGroup
Olde Wealth Management, LLC2,030$652K0.2%13F-HRTimeline
Synergy Investment Management, LLC1,886$651K0.25%+13213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,884$650K0.22%+41713F-HRTimeline
White Lighthouse Investment Management …1,879$649K0.1%-1013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP1,879$649K0.39%-29513F-HRTimelineGroup
Capital Markets Trading UK LLP1,874$647K0.66%new13F-HRTimeline
Smart Portfolios, LLC1,872$646K0.62%-5013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,746$646K0.07%+60713F-HRTimeline
LRI Investments, LLC18,527$645K0.05%+23313F-HRTimeline
New Republic Capital, LLC1,863$643K0.2%+19913F-HRTimeline
Asset Planning,Inc1,859$642K0.46%-4113F-HRTimeline
Granite Harbor Advisors, Inc.1,854$640K0.27%+7913F-HRTimeline
Lauer Wealth, LLC1,771$640K0.47%+56913F-HRTimeline
Copley Financial Group, Inc.1,849$638K0.44%+48513F-HRTimeline
BANK OF STOCKTON1,846$637K0.18%-45113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,842$636K0.15%-6713F-HRTimeline
Flaharty Asset Management, LLC1,838$635K0.08%+48013F-HRTimeline
Syntegra Private Wealth Group, LLC1,836$634K0.06%+12513F-HRTimeline
MEANS INVESTMENT CO., INC.1,833$633K0.05%-2,48813F-HRTimeline
MBL Wealth, LLC1,833$633K0.06%-1,32713F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC1,833$633K0.52%13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,831$632K<0.01%013F-HRTimeline
Thrive Wealth Management, LLC1,831$632K0.1%-21513F-HRTimeline
PUREfi Wealth, LLC1,830$632K0.49%+17713F-HRTimeline
My Personal CFO, LLC1,830$632K0.24%+7613F-HRTimeline
Foundation Wealth Management, LLC\PA1,830$632K0.24%+3313F-HRTimeline
Lansing Street Advisors1,826$630K0.17%+1,05513F-HRTimeline
BridgePort Financial Solutions, LLC1,817$628K0.17%+14813F-HRTimeline
Certified Advisory Corp1,812$626K0.06%+7413F-HRTimeline
Piedmont Capital Management, LLC1,821$626K0.33%+8213F-HRTimeline
CLG LLC1,810$625K0.17%+15513F-HRTimeline
LS Investment Advisors, LLC1,810$625K0.09%+40013F-HRTimeline
KG Capital Management1,806$624K0.17%new13F-HRTimeline
RiverGlades Family Offices LLC1,800$622K0.38%013F-HRTimeline
Factorial Partners, LLC1,800$622K0.43%new13F-HRTimeline
Northern Financial Advisors Inc1,799$621K0.33%+213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC1,792$619K0.35%-5,31413F-HRTimeline
Invera Wealth Advisors, LLC1,792$619K0.38%+5713F-HRTimeline
Pines Wealth Management, LLC1,786$617K0.21%+15113F-HRTimeline
LVW Advisors, LLC1,782$615K0.06%+33213F-HRTimeline
Sierra Capital LLC1,779$614K0.07%-2813F-HRTimeline
Future Financial Wealth Managment LLC1,761$608K0.38%+27513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valtinson Bruner Financial Planning LLC1,757$607K0.18%+1013F-HRTimeline
Capital Advisors Wealth Management, LLC1,754$606K0.09%+25713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,754$606K0.44%-545,44113F-HR/ATimeline
River Wealth Advisors LLC1,752$605K0.07%-9,47513F-HRTimeline
waypoint wealth counsel1,748$604K0.24%+66913F-HRTimeline
North Star Investment Management Corp.1,744$602K0.04%+5113F-HRTimeline
Wealth Group Ltd1,740$601K0.14%-6313F-HRTimeline
Summit Financial Strategies, Inc.1,737$600K0.05%-1713F-HRTimeline
FRG Family Wealth Advisors LLC1,732$598K0.1%013F-HRTimeline
AIRE ADVISORS, LLC1,732$598K0.11%+49813F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,731$598K0.03%-24613F-HRTimeline
Severin Investments, LLC1,731$598K0.53%new13F-HRTimeline
Winch Advisory Services, LLC1,730$597K0.13%+25013F-HRTimeline
Argyle Capital Partners, LLC1,728$597K0.43%+77613F-HRTimeline
Klingman & Associates, LLC1,727$596K0.03%+56813F-HRTimeline
McKinley Carter Wealth Services, Inc.1,724$595K0.03%-17,16913F-HRTimeline
GRIES FINANCIAL LLC1,724$595K0.09%+12413F-HRTimeline
Arvest Bank Trust Division1,723$595K0.03%+5013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,723$595K0.33%+7213F-HRTimeline
RFP Financial Group LLC1,585$595K0.24%+5613F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,718$593K0.21%+63113F-HR/ATimeline
Elyxium Wealth, LLC1,718$593K0.21%-36313F-HRTimeline
Kellett Wealth Advisors, LLC1,717$593K0.36%+1313F-HRTimeline
Weaver Consulting Group1,715$592K0.15%+78613F-HRTimeline
Element Wealth, LLC1,714$592K0.26%+36513F-HRTimeline
Coppell Advisory Solutions LLC1,714$592K0.06%+2813F-HRTimeline
Douglass Winthrop Advisors, LLC1,710$590K0.01%-31613F-HRTimeline
Keystone Financial Group1,708$588K0.04%+5113F-HR/ATimeline
MAD RIVER INVESTORS1,700$587K0.25%new13F-HRTimeline
AllSquare Wealth Management LLC1,699$587K0.31%+4213F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,698$586K0.43%-8013F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,695$585K0.08%+44013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,695$585K0.01%new13F-HRTimeline
BG Investment Services, LLC1,692$584K0.58%+18613F-HRTimeline
Asset Management Group, Inc.1,691$584K0.1%-1113F-HRTimeline
BCS Wealth Management1,686$582K0.13%-18513F-HRTimeline
Holistic Financial Partners1,685$582K0.24%+34013F-HRTimeline
Spectrum Planning & Advisory Services I…1,684$582K0.33%+12913F-HRTimeline
Ethos Financial Group, LLC1,684$581K0.05%-15413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,681$580K0.06%+20313F-HRTimeline
Peoples Bank/KS1,680$580K0.58%-20913F-HRTimeline
Verum Partners LLC1,674$578K0.12%+13413F-HRTimeline
Ridgewood Investments LLC1,671$577K0.24%+1,16013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,671$577K0.09%013F-HRTimeline
Caerus Investment Advisors, LLC1,669$576K0.24%new13F-HRTimeline
Bienville Capital Management, LLC1,666$575K0.11%new13F-HRTimeline
Meridian Financial Partners LLC1,553$574K0.24%-1,40313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,660$573K0.43%+88213F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,659$573K0.27%+35513F-HRTimeline
Narus Financial Partners, LLC1,657$572K0.16%+56113F-HR/ATimeline
Thomasville National Bank1,649$569K0.04%+60013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,646$568K0.18%-56113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,645$568K0.16%013F-HRTimeline
Summit Wealth Group, LLC1,645$568K0.14%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,643$567K0.16%-62713F-HRTimeline
Davies Financial Advisors, Inc.1,637$565K0.46%-5413F-HRTimeline
Agate Pass Investment Management, LLC1,632$564K0.21%-1,12613F-HRTimeline
Intellus Advisors LLC1,632$564K0.08%-4113F-HRTimeline
Axis Wealth Partners, LLC1,631$563K0.33%+2813F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC1,627$562K0.36%new13F-HRTimeline
Soundwatch Capital LLC1,626$561K0.09%-335,04813F-HRTimeline
Deseret Mutual Benefit Administrators1,624$561K0.24%+54113F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…1,623$560K0.24%-4,60013F-HRTimelineGroup
Fort Point Capital Partners LLC1,618$559K0.07%+18013F-HRTimeline
WMG Financial Advisors, LLC1,618$559K0.19%+6613F-HRTimeline
Root Financial Partners, LLC1,618$559K0.03%-7513F-HRTimeline
Novak & Powell Financial Services, Inc.1,615$558K0.29%+40613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,615$558K0.17%-25813F-HRTimeline
Kingdom Financial Group LLC.1,615$558K0.34%-82913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,607$555K0.35%-80413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,606$555K0.07%+6013F-HRTimeline
Investment Research Partners LLC1,558$554K0.25%13F-HRTimeline
Harbor Advisors LLC1,600$552K0.09%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC1,599$552K0.2%-33713F-HRTimeline
AGH Wealth Advisors, LLC1,597$551K0.4%-6413F-HRTimeline
Lifeworks Advisors, LLC1,595$551K0.07%+5213F-HRTimeline
VeraBank, N.A.1,593$550K0.1%-12313F-HRTimeline
REXFORD CAPITAL INC1,586$548K0.42%+9513F-HRTimeline
Womack Financial LLC1,582$546K0.41%+1013F-HRTimeline
LMG Wealth Partners, LLC1,582$546K0.1%new13F-HRTimeline
Cypress Wealth Services, LLC1,576$544K0.09%-213F-HRTimeline
EVERPAR ADVISORS LLC1,573$543K0.21%+40613F-HRTimeline
Maridea Wealth Management LLC1,487$542K0.08%+77513F-HRTimeline
Cambria Investment Management, L.P.1,570$542K0.03%+44013F-HR/ATimeline
Wealthspire Retirement, LLC1,567$541K0.03%-3513F-HR/ATimeline
Detalus Advisors, LLC1,564$540K0.14%+4313F-HRTimeline
Maple Capital Management, Inc.1,561$539K0.04%-64,85213F-HRTimeline
Gilbert & Cook, Inc.1,560$539K0.07%+3213F-HRTimeline
Sterling Investment Advisors, Ltd.1,558$538K0.1%+87813F-HRTimeline
FIRST MERCHANTS CORP1,557$538K0.02%-66013F-HRTimeline
Covestor Ltd1,554$536K0.3%+86113F-HRTimeline
Capital Advisors, Ltd. LLC1,550$535K0.06%+7113F-HRTimeline
One Wealth Advisors, LLC1,547$534K0.07%+22213F-HRTimeline
Regent Peak Wealth Advisors LLC1,542$532K0.11%13F-HRTimeline
Wealth Management Partners, LLC1,541$532K0.17%-1,70113F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,539$531K0.14%+1313F-HRTimeline
Members Trust Co1,533$529K0.02%+5413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,525$527K0.16%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,687$526K0.18%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,523$526K0.3%013F-HRTimeline
Cape Investment Advisory, Inc.1,519$525K0.52%-13513F-HRTimeline
Buttonwood Financial Advisors Inc.1,513$522K0.18%-3113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,510$521K0.03%+3413F-HRTimeline
Paladin Advisory Group, LLC1,505$520K0.41%-20513F-HRTimeline
Corundum Trust Company, INC1,499$518K1.12%-913F-HRTimeline
Corsicana & Co.1,498$517K0.29%13F-HRTimeline
Cynosure Group, LLC1,494$516K0.06%-7,60413F-HR/ATimeline
Buska Wealth Management, LLC1,494$516K0.15%-34413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,491$515K0.04%+14013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,486$513K0.02%-22113F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC1,483$512K<0.01%-4,69113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,482$512K0.04%-1113F-HRTimelineGroup
WASHINGTON TRUST Co1,465$506K0.02%+18013F-HRTimeline
May Hill Capital, LLC1,463$505K0.15%+76313F-HRTimeline
Pinion Investment Advisors, LLC1,392$505K0.14%-53913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,460$504K0.09%+82313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,460$504K0.04%+23213F-HRTimeline
Manske Wealth Management1,459$504K0.15%+28213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,455$502K0.02%+8913F-HRTimelineGroup
Winthrop Advisory Group LLC1,453$502K0.04%-9213F-HRTimeline
Golden State Wealth Management, LLC1,450$501K0.06%+55313F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC1,450$501K0.34%-29913F-HRTimeline
General Partner, Inc.1,446$499K0.27%013F-HRTimeline
EHP Funds Inc.1,444$499K0.66%new13F-HRTimeline
Sound Income Strategies, LLC1,349$496K0.03%-67213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,435$496K0.03%+213F-HRTimeline
ADIRONDACK TRUST CO1,429$493K0.17%-69713F-HRTimeline
Genesee Capital Advisors, LLC1,425$492K0.21%+33913F-HRTimeline
DT Investment Partners, LLC1,423$491K0.04%-11013F-HRTimeline
McAdam, LLC1,421$490K0.02%+28613F-HRTimeline
CCM INVESTMENT ADVISERS LLC1,420$490K0.05%-6,99613F-HRTimeline
Aspen Wealth Strategies, LLC1,420$490K0.27%-17213F-HRTimeline
First Affirmative Financial Network1,419$490K0.23%-4013F-HRTimeline
Menard Financial Group LLC1,419$490K0.33%+12413F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,418$490K0.08%+31613F-HRTimeline
Polymer Capital Management (US) LLC1,415$489K0.06%new13F-HRTimeline
HARRIS ASSOCIATES L P1,414$488K<0.01%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,413$488K0.14%-5413F-HRTimeline
Center for Financial Planning, Inc.1,411$487K0.05%+23013F-HRTimeline
Windsor Advisory Group, LLC1,409$487K0.43%new13F-HRTimeline
XML Financial, LLC1,407$486K0.04%-1,26013F-HRTimeline
Profit Investment Management, LLC1,405$485K0.61%-38513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,404$485K0.07%-9013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,403$484K0.19%-2513F-HRTimeline
Salomon & Ludwin, LLC1,343$484K0.04%+13913F-HRTimeline
Brady Martz Wealth Solutions, LLC1,400$483K0.09%-213F-HRTimeline
HENNESSY ADVISORS INC1,400$483K0.02%+1,05013F-HRTimeline