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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BIRINYI ASSOCIATES INC1,350$561K0.13%013F-HRTimeline
Winch Advisory Services, LLC1,345$559K0.12%-18913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,345$559K<0.01%new13F-HRTimelineGroup
FIRST MERCHANTS CORP1,342$558K0.02%-2513F-HRTimeline
BCS Wealth Management1,342$558K0.1%-7113F-HRTimeline
Clarus Wealth Advisors1,310$558K0.21%-19413F-HRTimeline
FIRST FINANCIAL CORP /IN/1,338$556K0.19%-813F-HRTimeline
Prairiewood Capital, LLC1,337$556K0.14%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,333$554K0.03%+1113F-HRTimeline
Stiles Financial Services Inc1,331$553K0.14%-1613F-HRTimeline
Measured Wealth Private Client Group, L…1,331$553K0.13%013F-HRTimeline
Wealth Management Associates, Inc.1,328$552K0.15%+413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,323$550K0.01%+2013F-HRTimelineGroup
SWISS RE LTDin group SWISS RE LTD1,319$548K0.05%+1,21213F-HRTimelineGroup
Octavia Wealth Advisors, LLC1,317$547K0.05%-213F-HRTimeline
Oakmont Investment Advisors, Inc.1,314$546K0.38%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,313$546K0.02%+42413F-HRTimelineGroup
Northside Capital Management, LLC1,313$546K0.04%013F-HRTimeline
KINTRA WEALTH, LLC1,367$546K0.03%+43313F-HRTimeline
Total Clarity Wealth Management, Inc.1,312$545K0.11%new13F-HRTimeline
DT Investment Partners, LLC1,310$544K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,310$544K0.12%-613F-HRTimeline
Womack Financial LLC1,310$544K0.36%-8313F-HRTimeline
Maridea Wealth Management LLC1,309$544K0.06%new13F-HRTimeline
Stonekeep Investments, LLC1,307$543K0.32%+11713F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,305$542K0.36%-2013F-HRTimeline
Lansing Street Advisors1,300$540K0.12%+313F-HRTimeline
Strategic Wealth Partners, Ltd.1,298$539K0.03%-1613F-HRTimeline
E-Wealth Partners, LLC1,297$539K0.39%+5913F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,297$539K0.06%+4913F-HRTimeline
Custos Family Office, LLC1,296$539K0.32%+4513F-HRTimeline
BridgePort Financial Solutions, LLC1,295$538K0.14%-26413F-HRTimeline
Pines Wealth Management, LLC1,295$538K0.15%+38213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,295$538K0.21%+52213F-HRTimeline
COZAD ASSET MANAGEMENT INC1,294$538K0.03%+713F-HRTimeline
PW Nova Financial Services LLC1,291$537K0.12%+1613F-HRTimeline
Third View Private Wealth, LLC1,288$535K0.07%-3,42513F-HRTimeline
Invera Wealth Advisors, LLC1,286$534K0.29%new13F-HRTimeline
D.B. Root & Company, LLC1,280$532K0.11%+14113F-HRTimeline
PSI Advisors, LLC1,278$531K0.12%-15013F-HRTimeline
Arcataur Capital Management LLC1,278$531K0.13%013F-HRTimeline
Financial Solutions Advisory Group, Inc.1,230$531K0.07%-1,26913F-HRTimeline
BFSG, LLC1,277$531K0.05%-7413F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS1,275$530K0.25%-29713F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA1,275$530K0.27%new13F-HRTimeline
SageGuard Financial Group, LLC1,275$530K0.07%-14213F-HRTimeline
Pinion Investment Advisors, LLC1,268$527K0.1%-41613F-HRTimeline
EWA, LLC1,267$527K0.1%+12313F-HRTimeline
Severin Investments, LLC1,267$527K0.4%new13F-HRTimeline
Core Alternative Capital1,265$526K0.16%+20313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,264$525K0.21%013F-HRTimeline
Commonwealth Financial Services, LLC1,263$525K0.07%+34213F-HRTimeline
First Command Advisory Services, Inc.1,262$525K<0.01%-18113F-HRTimeline
Bannerstone Capital Management, LLC1,257$522K0.44%-5613F-HRTimeline
VeraBank, N.A.1,256$522K0.09%-6413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,256$522K0.14%+813F-HRTimeline
Values Added Financial LLC1,254$521K0.19%+15813F-HRTimeline
RB Capital Management, LLC1,247$518K0.1%-26613F-HRTimeline
Centerpoint Advisors, LLC1,247$518K0.15%013F-HRTimeline
GenTrust, LLC1,246$518K0.02%-48413F-HRTimeline
Ponta Wealth Partners, LLC1,246$518K0.28%new13F-HRTimeline
Heck Capital Advisors, LLC1,245$517K0.03%+1113F-HRTimeline
JGP Global Gestao de Recursos Ltda.1,243$517K1.15%new13F-HRTimeline
Bouchey Financial Group, Ltd.1,242$516K0.03%+23913F-HRTimeline
Fieldview Capital Management, LLC1,241$516K0.15%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,240$515K0.08%+17013F-HRTimeline
ODonnell Financial Services, LLC1,239$515K0.15%+1513F-HRTimeline
DDFG, Inc1,238$515K0.1%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,283$514K0.01%+20613F-HRTimelineGroup
BG Investment Services, LLC1,236$514K0.37%-10113F-HRTimeline
Asset Advisory Group, Inc.1,235$513K0.22%013F-HRTimeline
Faithward Advisors, LLC1,234$513K0.06%-4113F-HRTimeline
AMERIFLEX GROUP, INC.1,228$510K0.21%+1513F-HRTimeline
Cypress Capital, LLC1,225$509K0.14%-7113F-HRTimeline
Members Trust Co1,225$509K0.02%-9013F-HRTimeline
My Personal CFO, LLC1,223$508K0.2%-53113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,222$508K0.19%+7913F-HRTimeline
Code Waechter LLC1,220$507K0.26%+46213F-HRTimeline
Heritage Wealth Management, Inc.1,216$505K0.13%013F-HRTimeline
NavPoint Financial, Inc.1,215$505K0.19%-8013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,214$505K0.17%+45113F-HRTimeline
Redhawk Wealth Advisors, Inc.1,210$503K0.05%-69813F-HRTimeline
King Wealth Management Group1,202$503K0.06%+1913F-HRTimeline
XML Financial, LLC1,207$502K0.04%-18113F-HRTimeline
SRH ADVISORS, LLC1,201$499K0.13%013F-HRTimeline
Aspetuck Financial Management LLC1,199$498K0.29%-2013F-HRTimeline
VestGen Investment Management1,196$497K0.26%-7013F-HRTimeline
Hansen & Associates Financial Group, In…1,186$496K0.28%new13F-HRTimeline
IMZ Advisory Inc1,191$495K0.16%-6313F-HRTimeline
Crescent Grove Advisors, LLC1,190$495K0.04%-16213F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,186$493K0.06%013F-HRTimeline
Oxinas Partners, LLC1,185$492K0.19%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,182$491K0.01%-1513F-HRTimeline
Allen Capital Group, LLC1,182$491K0.04%+10213F-HRTimeline
Detalus Advisors, LLC1,182$491K0.1%-49713F-HRTimeline
AssuredPartners Investment Advisors, LLC1,179$490K0.05%-27913F-HRTimeline
Kera Capital Partners, Inc.1,179$490K0.05%+20813F-HRTimeline
Summit Wealth Partners, LLC1,177$489K0.07%-17013F-HRTimeline
New Covenant Trust Company, N.A.1,176$489K0.37%+6013F-HRTimeline
Armbruster Capital Management, Inc.1,175$488K0.07%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,170$486K0.02%+1313F-HRTimeline
Waldron Private Wealth LLC1,170$486K0.02%-5313F-HRTimeline
Peak Retirement Planning, Inc.1,170$486K0.08%+24513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,169$486K0.06%-2013F-HRTimeline
AIRE ADVISORS, LLC1,168$486K0.08%+5013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,166$485K0.12%-4713F-HRTimeline
First Western Trust Bank1,165$484K0.02%+15513F-HRTimeline
BURNS J W & CO INC/NY1,158$481K0.05%+813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,151$478K0.3%-6913F-HRTimeline
Balboa Wealth Partners1,149$478K0.07%+23413F-HRTimeline
Successful Portfolios LLC1,114$477K0.22%-3913F-HRTimeline
Apeiron RIA LLC1,148$477K0.12%-95613F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,146$476K0.24%+11413F-HRTimeline
Per Stirling Capital Management, LLC.1,143$475K0.05%+1013F-HRTimeline
DUNCKER STREETT & CO INC1,143$475K0.08%-3813F-HRTimeline
Beirne Wealth Consulting Services, LLC1,142$475K0.09%-5713F-HRTimeline
BCK Partners, Inc.1,142$475K0.23%013F-HRTimeline
Byrne Asset Management LLC1,140$474K0.26%+1013F-HRTimeline
Integrity Advisory Solutions, LLC1,139$474K0.05%new13F-HRTimeline
Quantum Financial Advisors, LLC1,138$473K0.05%+6413F-HRTimeline
Capital Advisors, Ltd. LLC1,135$472K0.05%-35613F-HRTimeline
FINANCIAL CONSULATE, INC1,135$472K0.05%+4113F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,135$472K0.06%-37513F-HRTimeline
TopTier Wealth Management, LLC1,134$471K0.28%-70813F-HRTimeline
BayBridge Capital Group, LLC1,134$471K0.25%+34113F-HRTimeline
CCM INVESTMENT ADVISERS LLC1,131$470K0.04%-1013F-HRTimeline
Five Oceans Advisors1,128$469K0.15%+12013F-HRTimeline
Granite Bay Wealth Management, LLC1,127$468K0.04%+2013F-HRTimeline
SUTTON PLACE INVESTORS LLC1,125$468K0.23%new13F-HRTimeline
LeConte Wealth Management, LLC1,123$467K0.25%-15713F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,122$466K0.03%-11013F-HR/ATimeline
Navalign, LLC1,122$466K0.11%+113F-HRTimeline
Frazier Financial Advisors, LLC1,120$466K0.24%-21313F-HRTimeline
Maxele Advisors, LLC1,120$466K0.33%13F-HRTimeline
Clifford Group, LLC1,120$466K0.32%+2813F-HRTimeline
Investors Research Corp1,119$465K0.08%-8413F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,119$465K0.06%-12413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,114$463K0.02%+10013F-HRTimeline
DILLON & ASSOCIATES INC1,113$463K0.06%013F-HRTimeline
Wealthspire Retirement, LLC1,113$462K0.03%-913F-HRTimeline
Planning Center, Inc.1,112$462K0.04%013F-HRTimeline
Atlas Wealth LLC1,110$461K0.07%013F-HRTimeline
Ionic Capital Management LLC1,109$461K0.43%013F-HRTimeline
Avise Financial Cooperative, Inc.1,109$461K0.33%+4213F-HRTimeline
Tannin Capital LLC1,109$461K0.3%+2313F-HRTimeline
N.E.W. Advisory Services LLC1,106$460K0.03%-9813F-HRTimeline
Krane Funds Advisors LLC1,105$459K0.02%-1913F-HRTimeline
Silver Grove Financial Group, Inc.1,102$458K0.25%+71313F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,102$458K0.15%+5013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,100$457K0.04%-7413F-HRTimeline
Laurion Capital Management LP1,091$453K0.03%new13F-HRTimeline
O'ROURKE & COMPANY, Inc1,089$453K0.16%+113F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.1,088$452K0.15%+99513F-HRTimeline
MEMBERS WEALTH LLC1,085$451K0.25%+1013F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,082$450K0.22%-93713F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,081$449K0.05%new13F-HRTimeline
Aldebaran Financial Inc.1,080$449K0.36%-10013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,080$449K0.1%-113F-HRTimeline
Goldenstone Wealth Management LLC1,080$449K0.29%-5,14913F-HRTimeline
Cypress Wealth Services, LLC1,077$448K0.06%-513F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,075$447K0.13%-16913F-HRTimeline
Copley Financial Group, Inc.1,075$447K0.27%-53313F-HRTimeline
Knights of Columbus Asset Advisors LLC1,074$446K0.02%new13F-HRTimeline
Wick Capital Partners, LLC1,073$446K0.07%new13F-HRTimeline
Aigen Investment Management, LP1,072$446K0.12%new13F-HRTimeline
4WEALTH ADVISORS, INC.1,061$445K0.34%+5613F-HRTimeline
Owl Creek Wealth Partners LLC1,071$445K0.13%+20913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,069$444K0.02%-12213F-HRTimeline
SWP FINANCIAL LLC1,068$444K0.21%+4213F-HRTimeline
Provident Wealth Management, LLC1,066$443K0.11%013F-HRTimeline
Second Line Capital, LLC1,066$443K0.08%-3713F-HR/ATimeline
ARQ WEALTH ADVISORS, LLC1,026$443K0.05%+13813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC1,065$442K0.11%+12013F-HRTimeline
LeClair Wealth Partners LLC1,064$442K0.23%new13F-HRTimeline
Virtue Capital Management, LLC1,064$442K0.06%-45713F-HRTimeline
Strategic Investment Advisors / MI1,064$442K0.03%+2613F-HRTimeline
Tennessee Valley Asset Management Partn…1,062$441K0.05%+29313F-HRTimeline
FDx Advisors, Inc.1,057$439K0.13%+213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,387$439K0.12%013F-HRTimeline
Southland Equity Partners LLC1,056$439K0.08%-6513F-HRTimeline
Quad-Cities Investment Group, LLC1,050$436K0.16%+613F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…1,050$436K0.69%013F-HRTimeline
North Forty Two & Co.1,049$436K0.37%-2513F-HRTimeline
Warwick Investment Management, Inc.1,048$436K0.05%+17613F-HRTimeline
Palisades Hudson Asset Management, L.P.1,047$435K0.15%013F-HRTimeline
CNB Bank1,044$434K0.17%-27113F-HRTimeline
Bellars Harris Wealth Management, LLC1,044$434K0.09%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,042$433K0.03%013F-HRTimeline
Symmetry Partners, LLC1,041$433K0.02%new13F-HRTimeline
Caitlin John, LLC1,038$431K0.24%-3313F-HRTimeline
Altiora Financial Group, LLC1,038$431K0.07%-1113F-HRTimeline
Winter & Associates, Inc.1,037$431K0.32%+113F-HRTimeline
Wall Street Financial Group, Inc.1,034$430K0.23%+6613F-HRTimeline
GDS Wealth Management1,034$430K0.02%-17213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,034$430K0.02%-25713F-HRTimeline
Biltmore Family Office, LLC1,030$428K0.06%new13F-HRTimeline
Wealth Forward, LLC1,025$426K0.21%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,024$426K0.21%+713F-HR/ATimeline
Bolthouse Investments, LLC1,021$424K0.34%+3213F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,020$424K0.17%013F-HRTimeline