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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rothschild Wealth LLC1,996$659K0.06%+97013F-HR/ATimeline
Ardent Capital Management, Inc.1,995$659K0.26%-3213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,993$658K0.06%-33113F-HRTimelineGroup
Englebert Financial Advisers, LLC1,993$658K0.76%13F-HRTimeline
Dorato Capital Management1,964$658K0.49%13F-HRTimeline
FIRST AMERICAN TRUST, FSB1,992$657K0.05%-30713F-HRTimeline
Cornerstone Wealth Management, LLC1,987$656K0.03%-6813F-HRTimeline
Shepherd Street Advisors LLC1,986$656K0.63%13F-HRTimeline
WILLNER & HELLER, LLC1,984$655K0.47%-5813F-HRTimeline
HCR Wealth Advisors1,979$653K0.06%-10813F-HRTimeline
Wisconsin Wealth Advisors, LLC1,968$650K0.64%-19313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,967$649K0.04%+47613F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,967$649K0.13%+5513F-HRTimeline
WealthTrust Axiom LLC1,966$649K0.17%+3713F-HRTimeline
Simmons Bankin group Simmons Bank1,966$649K0.04%-20713F-HRTimelineGroup
MBL Wealth, LLC1,960$647K0.05%+12713F-HRTimeline
Sterling Investment Counsel, LLC1,274$644K0.18%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,952$644K0.07%+2713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,951$644K0.01%-17,41713F-HRTimelineGroup
Olde Wealth Management, LLC1,951$644K0.2%-7913F-HRTimeline
WMS Group LLC1,949$643K0.82%13F-HRTimeline
Breakwater Capital Group1,948$643K0.09%-313F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,945$642K0.37%-10013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,944$642K0.02%new13F-HRTimelineGroup
ORG Partners LLC1,941$641K0.11%+1,02613F-HRTimeline
Deseret Mutual Benefit Administrators1,935$639K0.27%+31113F-HRTimeline
SGL Investment Advisors, Inc.2,378$639K0.26%-413F-HRTimeline
First Bank & Trust1,934$638K0.1%+4213F-HRTimeline
Ethos Financial Group, LLC1,928$636K0.05%+24413F-HRTimeline
EMC Capital Management1,850$636K0.28%-40013F-HRTimeline
Prasad Wealth Partners, LLC1,923$635K0.17%+513F-HRTimeline
Douglass Winthrop Advisors, LLC1,922$634K0.01%+21213F-HRTimeline
Parisi Gray Wealth Management1,920$634K0.14%+113F-HRTimeline
Peak Asset Management, LLC1,912$631K0.11%-3013F-HRTimeline
Lauer Wealth, LLC1,818$631K0.48%+4713F-HRTimeline
Pinnacle Bancorp, Inc.1,909$630K0.18%-913F-HRTimeline
Evanson Asset Management, LLC1,909$630K0.03%+1,01813F-HRTimeline
Wealth Group Ltd1,905$629K0.14%+16513F-HRTimeline
Finer Wealth Management, Inc.1,900$627K0.3%+85913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,893$625K0.19%+27813F-HRTimeline
55 North Private Wealth, LLC1,886$623K0.16%13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,879$620K0.05%-1013F-HRTimelineGroup
Weinberger Asset Management, Inc1,868$617K0.22%-26313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,177$615K0.01%+4413F-HRTimeline
Argyle Capital Partners, LLC1,859$614K0.45%+13113F-HRTimeline
Winthrop Partners - WNY, LLC1,857$613K0.33%13F-HRTimeline
PUREfi Wealth, LLC1,853$612K0.47%+2313F-HRTimeline
Syntegra Private Wealth Group, LLC1,850$611K0.06%+1413F-HRTimeline
Evernest Financial Advisors, LLC2,208$609K0.13%-1,03213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,850$609K0.17%-9513F-HRTimeline
Brookwood Investment Group LLC1,842$608K0.07%-1,47413F-HRTimeline
Compagnie Lombard Odier SCmA1,841$608K0.01%-58213F-HRTimeline
Smart Portfolios, LLC1,840$607K0.6%-3213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC1,839$607K0.34%+4713F-HRTimeline
Flaharty Asset Management, LLC1,838$607K0.08%013F-HRTimeline
Apeiron RIA LLC2,120$606K0.12%-3513F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC1,835$606K0.01%new13F-HRTimelineGroup
RB Capital Management, LLC1,834$606K0.12%-73913F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,834$605K0.09%13F-HRTimeline
Wealth Management Partners, LLC1,832$605K0.17%+29113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,831$604K<0.01%013F-HR/ATimeline
ANCHYRA PARTNERS LLC1,828$603K0.19%13F-HRTimeline
Capital Advisors Wealth Management, LLC1,825$603K0.08%+7113F-HRTimeline
RENASANT BANK1,825$602K0.41%-24413F-HRTimeline
North Star Investment Management Corp.1,821$601K0.04%+7713F-HRTimeline
Foundation Wealth Management, LLC\PA1,820$601K0.22%-1013F-HRTimeline
White Lighthouse Investment Management …1,816$600K0.08%-6313F-HRTimeline
Elevation Wealth Management LLC1,809$597K0.57%13F-HRTimeline
waypoint wealth counsel1,807$597K0.22%+5913F-HRTimeline
Coastwise Capital Group, LLC1,806$596K0.3%-57113F-HRTimeline
Piedmont Capital Management, LLC1,804$596K0.3%-1713F-HRTimeline
Klingman & Associates, LLC1,804$596K0.03%+7713F-HRTimeline
Factorial Partners, LLC1,800$594K0.39%013F-HRTimeline
EVERPAR ADVISORS LLC1,788$590K0.22%+21513F-HRTimeline
Cypress Wealth Services, LLC1,783$588K0.08%+20713F-HRTimeline
FARMERS TRUST CO1,781$588K0.1%-30113F-HRTimeline
Freedom Financial Partners LLC1,779$587K0.21%new13F-HRTimeline
Sierra Capital LLC1,779$587K0.06%013F-HRTimeline
Winch Advisory Services, LLC1,778$587K0.13%+4813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,778$587K0.07%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,774$586K0.04%-1,16713F-HRTimeline
Cromwell Holdings LLC1,770$584K0.32%+75513F-HRTimeline
1ST SOURCE BANK1,768$584K0.03%-16013F-HRTimeline
Spectrum Planning & Advisory Services I…1,766$583K0.3%+8213F-HRTimeline
Bell & Brown Wealth Advisors, LLC1,755$579K0.19%new13F-HR/ATimeline
SAGE PRIVATE WEALTH GROUP, LLC1,754$579K0.31%+3113F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,754$579K0.27%+9513F-HRTimeline
My Personal CFO, LLC1,754$579K0.24%-7613F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,754$579K0.43%013F-HRTimeline
Manske Wealth Management1,750$578K0.17%+29113F-HRTimeline
Weaver Consulting Group1,748$577K0.14%+3313F-HRTimeline
Kellett Wealth Advisors, LLC1,746$576K0.33%+2913F-HRTimeline
Narus Financial Partners, LLC1,745$576K0.16%+8813F-HRTimeline
Trust Co of the South1,744$576K0.09%-44613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,647$575K0.05%-9913F-HRTimeline
Element Wealth, LLC1,737$574K0.24%+2313F-HRTimeline
DUNCKER STREETT & CO INC1,734$572K0.1%-90313F-HRTimeline
FRG Family Wealth Advisors LLC1,732$572K0.09%013F-HRTimeline
44 WEALTH MANAGEMENT LLC1,730$571K0.19%+38513F-HRTimeline
WADDELL & ASSOCIATES, LLC1,728$571K0.04%-23613F-HRTimeline
Lifeworks Advisors, LLC1,726$570K0.07%+13113F-HRTimeline
1015 Capital Partners, LLC1,724$569K0.56%13F-HRTimeline
ALTFEST L J & CO INC1,721$568K0.06%-4,49213F-HRTimeline
Ranch Capital Advisors Inc.1,715$566K0.21%new13F-HRTimeline
MEANS INVESTMENT CO., INC.1,712$565K0.05%-12113F-HRTimeline
Park Edge Advisors, LLC1,712$565K0.13%+38013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,712$565K0.32%-37513F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,711$565K0.03%-2013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,708$564K0.16%-4913F-HRTimeline
McAdam, LLC1,708$564K0.03%+28713F-HRTimeline
Facet Wealth, Inc.1,915$563K0.01%+78013F-HRTimeline
Fairscale Capital, LLC1,704$562K0.37%-47313F-HRTimeline
MAD RIVER INVESTORS1,700$561K0.26%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,699$561K0.4%+113F-HRTimeline
Copley Financial Group, Inc.1,698$561K0.35%-15113F-HRTimeline
Jacobs Equity LLC1,693$559K0.54%13F-HRTimeline
Agate Pass Investment Management, LLC1,691$558K0.21%+5913F-HRTimeline
First Growth Capital LLC2,000$558K0.5%13F-HRTimeline
Sterling Investment Advisors, Ltd.1,686$557K0.1%+12813F-HRTimeline
CAMDEN NATIONAL BANK1,684$556K0.08%-28113F-HRTimeline
Detalus Advisors, LLC1,681$555K0.14%+11713F-HRTimeline
Bienville Capital Management, LLC1,677$554K0.09%+1113F-HRTimeline
Thrive Wealth Management, LLC1,671$551K0.08%-16013F-HRTimeline
Echo Wealth Management, LLC1,669$551K0.32%-37613F-HRTimeline
Scientech Research LLC1,665$550K0.35%-1,52213F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,663$549K0.17%-2413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,662$549K0.37%+213F-HRTimeline
Voleon Capital Management LP1,659$548K0.01%-8,57413F-HRTimeline
Thomasville National Bank1,659$548K0.03%+1013F-HRTimeline
Arvest Bank Trust Division1,654$546K0.03%-6913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,648$544K0.05%-3313F-HRTimeline
CLG LLC1,648$544K0.14%-16213F-HRTimeline
Keystone Financial Group1,647$544K0.04%-6113F-HRTimeline
Summit Wealth Group, LLC1,645$543K0.13%013F-HRTimeline
Genesee Capital Advisors, LLC1,643$542K0.22%+21813F-HRTimeline
Soundwatch Capital LLC1,642$542K0.08%+1613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,637$540K0.14%-813F-HRTimeline
Odyssey Capital Advisors, Inc.1,635$540K0.48%13F-HRTimeline
K.J. Harrison & Partners Inc1,634$539K0.07%-25013F-HRTimeline
Eagle Wealth Advisors LLC1,629$538K0.46%13F-HRTimeline
Clearwave Capital, LLC1,628$537K0.4%13F-HRTimeline
Axis Wealth Partners, LLC1,622$536K0.3%-913F-HRTimeline
Portside Wealth Group, LLC1,621$535K0.07%+23413F-HRTimeline
Novak & Powell Financial Services, Inc.1,621$535K0.28%+613F-HRTimeline
Intellus Advisors LLC1,621$535K0.07%-1113F-HRTimeline
Sage Investment Advisers LLC1,619$535K0.4%13F-HRTimeline
Root Financial Partners, LLC1,617$534K0.03%-113F-HRTimeline
Hamilton Point Investment Advisors, LLC1,614$533K0.08%-5713F-HRTimeline
Womack Financial LLC1,613$532K0.39%+3113F-HRTimeline
Banco BTG Pactual S.A.1,609$531K0.09%-15,35713F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,608$531K0.52%13F-HRTimeline
CVA Family Office, LLC1,603$529K0.06%-48113F-HRTimeline
LMG Wealth Partners, LLC1,600$528K0.1%+1813F-HRTimeline
Harbor Advisors LLC1,600$528K0.08%013F-HRTimeline
REXFORD CAPITAL INC1,598$528K0.4%+1213F-HRTimeline
BDFS Capital LLC1,598$527K0.27%13F-HRTimeline
Golden State Wealth Management, LLC1,597$527K0.06%+14713F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,595$527K0.01%-10013F-HRTimeline
SIG BROKERAGE, LP1,594$526K0.18%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,592$526K0.04%+73513F-HRTimeline
Heck Capital Advisors, LLC1,589$525K0.04%-44713F-HRTimeline
Tortuga Wealth Management, Inc1,589$525K0.55%13F-HRTimeline
Elyxium Wealth, LLC1,586$523K0.15%-13213F-HRTimeline
Legacy Capital Wealth Partners, LLC1,586$523K0.11%-87613F-HRTimeline
Columbia Asset Management1,585$523K0.09%-1,29013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…1,571$519K0.49%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,570$518K0.16%+4513F-HRTimeline
Capital Advisors, Ltd. LLC1,566$517K0.06%+1613F-HRTimeline
HF Advisory Group, LLC1,565$517K0.18%-99313F-HR/ATimeline
CNB Bank1,564$516K0.21%-48113F-HRTimeline
Jacobsen Capital Management1,564$516K0.17%+35913F-HRTimeline
AlphaStar Capital Management, LLC1,560$515K0.04%-15,62013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP1,549$511K0.3%-33013F-HRTimelineGroup
VeraBank, N.A.1,542$509K0.09%-5113F-HRTimeline
J. Derek Lewis & Associates Inc.1,539$508K0.12%13F-HRTimeline
Regent Peak Wealth Advisors LLC1,535$507K0.1%-713F-HRTimeline
Falcon Wealth Planning1,535$507K0.04%+20113F-HRTimeline
Gilbert & Cook, Inc.1,535$507K0.06%-2513F-HRTimeline
Phillips Wealth Planners LLC1,456$506K0.41%-66213F-HRTimeline
Faithward Advisors, LLC1,532$506K0.07%-37513F-HRTimeline
BANK OF STOCKTON1,528$504K0.14%-31813F-HRTimeline
North Ridge Wealth Advisors, Inc.1,523$503K0.28%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,520$502K0.03%-2,91713F-HRTimeline
Traynor Capital Management, Inc.1,519$501K0.03%+36413F-HRTimeline
SageGuard Financial Group, LLC1,517$501K0.08%13F-HRTimeline
Fiduciary Group, LLC1,514$500K0.04%-1,94613F-HRTimeline
Investment Research Partners LLC1,509$498K0.21%-4913F-HRTimeline
Paladin Advisory Group, LLC1,505$497K0.36%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,503$496K0.17%-1013F-HRTimeline
Corundum Trust Company, INC1,499$495K1.13%013F-HRTimeline
Corsicana & Co.1,498$495K0.28%013F-HRTimeline
Buska Wealth Management, LLC1,492$493K0.18%-213F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,492$493K0.25%+13113F-HRTimelineGroup
QTR Family Wealth, LLC1,799$491K0.22%-34513F-HRTimeline
J. Goldman & Co LP1,486$491K0.02%new13F-HRTimeline
Eurizon SLJ Capital Ltd1,484$490K0.19%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,482$489K0.04%013F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.1,482$489K0.29%-12513F-HRTimeline
Summit Financial Strategies, Inc.1,482$489K0.04%-25513F-HRTimeline
Gratus Wealth Advisors, LLC1,479$488K0.07%-43013F-HRTimeline