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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TopTier Wealth Management, LLC1,842$498K0.31%-21313F-HRTimeline
Kellett Wealth Advisors, LLC1,834$496K0.27%+8813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,831$495K<0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,830$495K0.06%+55513F-HRTimeline
Element Wealth, LLC1,825$494K0.2%+8813F-HRTimeline
PeakShares LLC1,823$493K0.45%+52413F-HRTimeline
Presidio Capital Management, LLC1,821$493K0.14%-33813F-HRTimeline
Traynor Capital Management, Inc.1,879$492K0.03%+36013F-HRTimeline
North Star Investment Management Corp.1,816$491K0.03%-513F-HRTimeline
Waterfront Wealth Inc.1,812$490K0.09%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,804$488K0.03%-16313F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,804$488K0.25%+5013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…1,793$485K0.04%13F-HRTimelineGroup
Wealth Management Partners, LLC1,797$485K0.14%-3513F-HRTimeline
Summit Wealth Group, LLC1,790$484K0.11%+14513F-HRTimeline
Storgate, LLC1,790$484K0.38%+89813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,789$484K0.05%+50013F-HRTimeline
Freedom Financial Partners LLC1,780$482K0.17%+113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,779$481K0.03%-11,53613F-HRTimelineGroup
Sierra Capital LLC1,779$481K0.05%013F-HRTimeline
Agate Pass Investment Management, LLC1,771$479K0.19%+8013F-HRTimeline
First Interstate Bank1,770$479K0.03%-8,92713F-HRTimeline
Nabity-Jensen Investment Management Inc1,762$477K0.33%-33713F-HRTimeline
Asset One Wealth Management LLC1,378$477K0.05%new13F-HRTimeline
Aurora Private Wealth, Inc.1,449$476K0.34%013F-HRTimeline
Winthrop Partners - WNY, LLC1,758$476K0.25%-9913F-HRTimeline
My Personal CFO, LLC1,754$475K0.21%013F-HRTimeline
Amplius Wealth Advisors, LLC1,746$473K0.04%-33013F-HRTimeline
High Net Worth Advisory Group LLC1,745$472K0.11%+51813F-HRTimeline
Spectrum Planning & Advisory Services I…1,744$472K0.23%-2213F-HRTimeline
Trust Co of the South1,744$472K0.08%013F-HRTimeline
Range Advisory, LLC1,743$472K0.09%+38113F-HRTimeline
REXFORD CAPITAL INC1,741$471K0.34%+14313F-HRTimeline
BDFS Capital LLC1,739$471K0.23%+14113F-HRTimeline
AVISO WEALTH MANAGEMENT1,731$468K0.21%+41413F-HRTimeline
GenTrust, LLC1,730$468K0.02%+57713F-HRTimeline
PARK NATIONAL CORP /OH/1,727$467K0.01%+42313F-HRTimeline
FRG Family Wealth Advisors LLC1,725$467K0.08%-713F-HRTimeline
Ranch Capital Advisors Inc.1,723$466K0.17%+813F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,721$466K0.33%+2213F-HRTimeline
Olde Wealth Management, LLC1,719$465K0.15%-23213F-HRTimeline
Golden State Wealth Management, LLC1,718$465K0.05%+12113F-HRTimeline
Valtinson Bruner Financial Planning LLC1,715$464K0.13%+713F-HRTimeline
Prudent Man Advisors, LLC1,713$464K0.14%+27913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,711$463K0.1%-65613F-HRTimeline
Clarus Wealth Advisors1,504$463K0.2%+44913F-HRTimeline
TFR Capital, LLC.1,709$462K0.14%+81813F-HRTimeline
Northern Financial Advisors Inc1,702$461K0.34%+54013F-HRTimeline
MAD RIVER INVESTORS1,700$460K0.17%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,696$459K0.15%-19713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,508$459K0.04%-13913F-HRTimeline
Novak & Powell Financial Services, Inc.1,696$459K0.25%+7513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC1,695$459K<0.01%+10013F-HRTimeline
CLG LLC1,693$458K0.11%+4513F-HRTimeline
Reflection Asset Management1,662$458K0.28%+62213F-HRTimeline
White Lighthouse Investment Management …1,686$456K0.06%-13013F-HRTimeline
1015 Capital Partners, LLC1,686$456K0.44%-3813F-HRTimeline
Pinion Investment Advisors, LLC1,684$456K0.11%+32113F-HRTimeline
Weaver Consulting Group1,682$455K0.11%-6613F-HRTimeline
Mosley Wealth Management1,317$455K0.21%+1613F-HRTimeline
Detalus Advisors, LLC1,679$454K0.1%-213F-HRTimeline
Intrua Financial, LLC1,675$453K0.05%-35913F-HRTimeline
CPC Advisors, LLC1,674$453K0.07%+80713F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,671$452K0.05%+23713F-HRTimeline
Gladius Capital Management LP1,663$450K0.34%-62013F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,663$450K0.13%013F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT1,660$449K0.22%-43013F-HRTimeline
Genesee Capital Advisors, LLC1,660$449K0.19%+1713F-HRTimeline
Cambridge Advisors Inc.1,655$448K0.09%-46713F-HRTimeline
Root Financial Partners, LLC1,652$447K0.02%+3513F-HRTimeline
Cascade Financial Partners, LLC1,652$447K0.05%-37513F-HRTimeline
Fairscale Capital, LLC1,649$446K0.31%-5513F-HRTimeline
Thrive Wealth Management, LLC1,642$444K0.07%-2913F-HRTimeline
Clearwave Capital, LLC1,639$444K0.3%+1113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,638$443K0.29%-2413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,637$443K0.12%013F-HRTimeline
J. Derek Lewis & Associates Inc.1,732$442K0.1%+19313F-HR/ATimeline
Soundwatch Capital LLC1,626$440K0.06%-1613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,387$439K0.12%-18313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,621$439K0.11%+7813F-HRTimeline
MEANS INVESTMENT CO., INC.1,619$438K0.04%-9313F-HRTimeline
LMG Wealth Partners, LLC1,611$436K0.08%+1113F-HRTimeline
Cushing Capital Partners, LLC1,610$436K0.33%new13F-HRTimeline
WASHINGTON TRUST Co1,609$435K0.01%+25813F-HRTimeline
Diligent Investors, LLC1,608$435K0.11%+22913F-HRTimeline
Dynamic Technology Lab Private Ltd1,608$435K0.07%new13F-HRTimeline
Copley Financial Group, Inc.1,608$435K0.26%-9013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,606$435K0.09%+2013F-HRTimeline
Legacy Wealth Advisors, LLC1,605$434K0.22%+18913F-HRTimeline
Brookwood Investment Group LLC1,604$434K0.06%-23813F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,603$434K0.03%-10813F-HRTimeline
Teamwork Financial Advisors, LLC1,602$433K0.05%-10,53513F-HRTimeline
Harbor Advisors LLC1,600$433K0.06%013F-HRTimeline
Odyssey Capital Advisors, Inc.1,595$432K0.39%-4013F-HRTimeline
Wealth Group Ltd1,591$431K0.1%-31413F-HRTimeline
Aspire Growth Partners LLC1,590$430K0.3%+18813F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,584$429K0.14%-2,10013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,580$428K0.11%+25813F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS1,572$425K0.22%+73313F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,573$425K0.34%+68613F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…1,571$425K0.38%013F-HRTimeline
Southeast Asset Advisors, LLC1,568$424K0.05%+81813F-HRTimeline
Phillip James Consulting Co.1,559$424K0.32%+59113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,565$423K0.06%+79113F-HRTimeline
RVW Wealth, LLC1,563$423K0.03%new13F-HRTimeline
BIP Wealth, LLC1,561$422K0.02%-1,50413F-HRTimeline
BridgePort Financial Solutions, LLC1,559$422K0.12%+20813F-HRTimeline
Simmons Bankin group Simmons Bank1,555$421K0.03%-41113F-HRTimelineGroup
Midwest Financial Partners Investments,…1,554$420K0.22%+18013F-HRTimeline
Gilbert & Cook, Inc.1,553$420K0.05%+1813F-HRTimeline
Axis Wealth Partners, LLC1,552$420K0.22%-7013F-HRTimeline
Navigation Group, LLC1,549$419K0.1%13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,542$417K0.12%+33913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,542$417K0.04%-10613F-HRTimeline
Dynasty Wealth Management, LLC1,541$417K<0.01%+21713F-HRTimeline
Echo Wealth Management, LLC1,538$416K0.24%-13113F-HRTimeline
Winch Advisory Services, LLC1,534$415K0.09%-24413F-HRTimeline
Falcon Wealth Planning1,528$413K0.03%-713F-HRTimeline
North Ridge Wealth Advisors, Inc.1,523$412K0.23%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,521$412K0.12%+74113F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP1,516$410K0.25%-3313F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC1,458$410K0.04%+7113F-HRTimeline
RB Capital Management, LLC1,513$409K0.09%-32113F-HRTimeline
Malaga Cove Capital, LLC1,513$409K0.15%+19713F-HRTimeline
Sterling Investment Advisors, Ltd.1,513$409K0.07%-17313F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,510$409K0.06%-51513F-HRTimeline
Second Line Capital, LLC1,103$409K0.08%+10713F-HRTimeline
R Squared Ltd1,509$408K0.22%new13F-HRTimeline
Corundum Trust Company, INC1,499$406K0.93%013F-HRTimeline
Buska Wealth Management, LLC1,492$404K0.16%013F-HRTimeline
JENSEN INVESTMENT MANAGEMENT INC1,491$403K0.01%-2,45013F-HRTimeline
Capital Advisors, Ltd. LLC1,491$403K0.05%-7513F-HRTimeline
Winthrop Advisory Group LLC1,489$403K0.03%+16713F-HRTimeline
Paladin Advisory Group, LLC1,484$402K0.31%-2113F-HRTimeline
Gratus Wealth Advisors, LLC1,479$400K0.06%013F-HRTimeline
Arvest Bank Trust Division1,477$400K0.02%-17713F-HRTimeline
Verum Partners LLC1,473$399K0.08%+23713F-HRTimeline
Virtue Capital Management, LLC1,521$398K0.06%+18713F-HRTimeline
Trueblood Wealth Management, LLC1,469$397K0.16%-1,08013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,468$397K0.2%-2413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.1,464$396K0.12%+7113F-HRTimeline
Grey Ledge Advisors, LLC1,463$396K0.09%+6713F-HRTimeline
Alpha Financial Advisors, LLC1,459$395K0.12%-90013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV1,458$395K0.38%-15013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,457$394K0.06%-15713F-HRTimeline
Portside Wealth Group, LLC1,453$393K0.05%-16813F-HRTimeline
Lifelong Wealth Advisors, Inc.1,449$392K0.1%+77013F-HRTimeline
First Command Advisory Services, Inc.1,443$390K<0.01%+12613F-HRTimeline
Wealth Science Advisors LLC1,182$390K0.22%013F-HRTimeline
Sagewood Asset Management LP1,438$389K0.12%+413F-HRTimeline
PSI Advisors, LLC1,428$386K0.09%+30013F-HRTimeline
Sound Income Strategies, LLC1,410$386K0.02%+813F-HRTimeline
Baron Wealth Management LLC1,417$384K0.11%-65713F-HRTimeline
SageGuard Financial Group, LLC1,417$383K0.06%-10013F-HRTimeline
May Hill Capital, LLC1,415$383K0.1%+46713F-HRTimeline
Compagnie Lombard Odier SCmA1,414$383K<0.01%-42713F-HRTimeline
BCS Wealth Management1,413$382K0.08%-1,49913F-HRTimeline
Next Level Private LLC1,410$382K0.09%+813F-HRTimeline
Summit Financial Strategies, Inc.1,407$381K0.03%-7513F-HRTimeline
Leo Wealth, LLC1,405$380K0.03%+20113F-HRTimeline
MEMBERS WEALTH LLC1,075$380K0.23%-3713F-HRTimeline
Provident Investment Management, Inc.1,401$379K0.04%013F-HRTimeline
First City Capital Management, Inc.1,399$379K0.2%+15313F-HRTimeline
Mission Creek Capital Partners, Inc.1,396$378K0.08%-8,18013F-HRTimeline
General Partner, Inc.1,396$378K0.23%-5013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,395$377K0.06%-7713F-HRTimeline
Buttonwood Financial Advisors Inc.1,395$377K0.13%-10813F-HRTimeline
Discipline Wealth Solutions, LLC1,394$377K0.04%-2213F-HRTimeline
First Affirmative Financial Network1,393$377K0.15%13F-HR/ATimeline
Womack Financial LLC1,393$377K0.28%-22013F-HRTimeline
Evanson Asset Management, LLC1,392$377K0.02%-51713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,392$377K0.03%+15913F-HRTimeline
Aspen Wealth Strategies, LLC1,389$376K0.2%-4013F-HRTimeline
XML Financial, LLC1,388$376K0.03%+11213F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,384$374K0.21%+3013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,382$374K0.11%-3513F-HRTimeline
SUMMITRY LLC1,379$373K0.01%+56613F-HR/ATimeline
CVA Family Office, LLC1,379$373K0.04%-22413F-HRTimeline
Pointe Capital Management LLC1,375$372K0.18%-4113F-HRTimeline
ANCHYRA PARTNERS LLC1,372$371K0.11%-45613F-HRTimeline
Rosenberg Matthew Hamilton1,370$371K0.08%+1813F-HRTimeline
FIRST MERCHANTS CORP1,367$370K0.01%+1013F-HRTimeline
Fiduciary Group, LLC1,367$370K0.03%-14713F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,365$369K0.04%new13F-HRTimeline
SEEDS INVESTOR LLC1,171$368K0.05%+19513F-HRTimeline
Drucker Wealth 3.0, LLC1,355$367K0.06%-1,28513F-HRTimeline
Crescent Grove Advisors, LLC1,352$366K0.04%+8813F-HRTimeline
BFSG, LLC1,351$366K0.03%-7913F-HRTimeline
Fullerton Fund Management Co Ltd.1,350$365K0.03%+9513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,349$365K0.03%-213F-HRTimeline
SummitTX Capital, L.P.1,349$365K0.01%-81,16713F-HRTimeline
Ignite Planners, LLC1,347$365K0.06%+9813F-HRTimeline
BIRINYI ASSOCIATES INC1,350$365K0.1%013F-HRTimeline
Stiles Financial Services Inc1,347$365K0.11%+313F-HRTimeline
Summit Wealth Partners, LLC1,347$365K0.06%new13F-HRTimeline
Paragon Private Wealth Management, LLC1,346$364K0.11%+4713F-HRTimeline
FIRST FINANCIAL CORP /IN/1,346$364K0.14%-2013F-HRTimeline
AGH Wealth Advisors, LLC1,344$364K0.27%+14713F-HRTimeline
Sandro Wealth Management LLC1,342$363K0.29%-7613F-HRTimeline
Jacobsen Capital Management1,341$363K0.12%-22313F-HRTimeline