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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WealthTrust Axiom LLC1,959$991K0.3%013F-HRTimeline
GEN Financial Management, INC.1,951$987K0.64%13F-HRTimeline
NAPA WEALTH MANAGEMENT1,951$987K0.43%-2,14113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,950$986K0.2%-40013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,945$984K0.51%13F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC1,943$983K0.04%-513F-HRTimeline
CRUX WEALTH ADVISORS1,943$983K0.55%13F-HRTimeline
Aspire Private Capital, LLC1,942$982K0.24%+6113F-HRTimeline
Wealthstream Advisors, Inc.1,939$981K0.18%+12913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,938$980K0.1%-38913F-HRTimeline
Brady Martz Wealth Solutions, LLC1,799$978K0.24%13F-HRTimeline
626 Financial, LLC1,933$978K0.53%+113F-HRTimeline
GPS Wealth Strategies Group, LLC1,927$975K0.13%-14613F-HRTimeline
Legacy Edge Advisors, LLC1,915$972K0.15%+2513F-HRTimeline
Soundwatch Capital LLC1,922$972K0.1%+10413F-HRTimeline
Raleigh Capital Management Inc.1,912$967K0.37%-2813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,908$965K0.48%+17513F-HRTimelineGroup
Maxele Advisors, LLC1,904$963K0.92%13F-HRTimeline
New Republic Capital, LLC1,900$961K0.63%+13113F-HRTimeline
SMART Wealth LLC1,900$961K0.34%-18113F-HRTimeline
FIRST AMERICAN TRUST, FSB1,900$961K0.1%-50513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,897$960K0.02%-15,43513F-HRTimeline
J.Safra Asset Management Corp1,889$959K0.08%+54113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP1,895$959K0.14%-37313F-HRTimeline
CWC Advisors, LLC.1,885$954K0.95%+4213F-HRTimeline
Capital Market Strategies LLC1,885$954K0.55%-10213F-HRTimeline
Klingman & Associates, LLC1,880$951K0.06%-42113F-HRTimeline
Gouws Capital LLC1,876$949K0.65%013F-HRTimeline
PBMares Wealth Management LLC1,875$949K0.19%-513F-HRTimeline
AA Financial Advisors, LLC1,873$947K0.25%+14713F-HRTimeline
SFMG, LLC1,871$946K0.07%+33413F-HRTimeline
Aigen Investment Management, LP1,870$946K0.17%-2,85513F-HRTimeline
CHAPIN DAVIS, INC.1,616$945K0.31%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,867$944K0.31%013F-HRTimeline
Coppell Advisory Solutions LLC1,852$944K0.13%-33,27513F-HRTimeline
Kelman-Lazarov, Inc.1,865$943K0.17%+1,22313F-HRTimeline
BIT Capital GmbH1,864$943K0.08%new13F-HRTimeline
Asset Advisors Investment Management, L…1,863$942K0.1%013F-HRTimeline
Kingdom Financial Group LLC.1,862$942K0.64%+813F-HRTimeline
Cassia Capital Partners, LLC1,857$940K0.6%+53713F-HRTimeline
Smart Portfolios, LLC1,857$939K0.98%-2013F-HRTimeline
HMV Wealth Advisors, LLC1,857$939K0.94%13F-HRTimeline
Kerrisdale Advisers, LLC1,852$937K0.32%-26513F-HRTimeline
K.J. Harrison & Partners Inc1,855$936K0.15%+2513F-HRTimeline
SEEDS INVESTOR LLC1,849$935K0.27%-27913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…1,849$935K0.65%-31613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,848$935K0.26%-10,37313F-HRTimeline
Baron Wealth Management LLC1,845$933K0.44%-7813F-HRTimeline
North Star Investment Management Corp.1,845$933K0.06%-3,00813F-HRTimeline
SGL Investment Advisors, Inc.1,767$932K0.47%-1,17813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,840$931K0.13%-5413F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.1,839$931K0.58%+113F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC1,835$928K0.16%-10413F-HRTimeline
Clean Yield Group1,834$928K0.3%-26813F-HRTimeline
Cornerstone Wealth Management, LLC1,834$928K0.06%-13013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,829$925K<0.01%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,829$925K0.37%+5013F-HRTimeline
Capital Advisors, Ltd. LLC1,822$922K0.12%-1713F-HRTimeline
My Personal CFO, LLC1,822$922K0.47%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,820$921K0.52%013F-HRTimelineGroup
DIAMANT ASSET MANAGEMENT, INC.1,820$921K0.59%-3013F-HRTimeline
Campion Asset Management1,817$919K0.69%-1313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,566$916K0.05%013F-HRTimeline
Buffington Mohr McNeal1,804$913K0.15%+2313F-HRTimeline
Second Half Financial Partners, LLC1,800$911K0.44%-5,77013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,798$910K0.3%+713F-HRTimeline
Thrive Wealth Management, LLC1,798$910K0.16%-12613F-HRTimeline
EdgeRock Capital LLC1,795$908K0.6%-4113F-HRTimeline
Severin Investments, LLC1,794$908K0.9%13F-HRTimeline
GRIES FINANCIAL LLC1,791$906K0.16%+17213F-HRTimeline
Pines Wealth Management, LLC1,739$906K0.39%13F-HRTimeline
Monument Capital Management1,788$904K0.25%-51313F-HRTimeline
FRG Family Wealth Advisors LLC1,787$904K0.16%013F-HRTimeline
GREENWOOD GEARHART LLC1,787$904K0.06%+84613F-HRTimeline
Decker Retirement Planning Inc.1,784$902K0.52%13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,779$900K0.96%13F-HRTimeline
Tudor Financial Inc.1,777$899K0.53%+23713F-HRTimeline
Wealth Group Ltd1,777$899K0.26%013F-HRTimeline
SATURNA CAPITAL CORP1,776$898K0.01%+17013F-HRTimeline
Aspen Wealth Strategies, LLC1,775$898K0.57%+2513F-HRTimeline
Synergy Investment Management, LLC1,771$896K0.39%13F-HRTimeline
Callan Capital, LLC1,770$895K0.07%-54213F-HRTimeline
Fort Point Capital Partners LLC1,770$895K0.1%-1313F-HRTimeline
Resolute Wealth Strategies, LLC1,769$895K0.46%-4413F-HRTimeline
Asset Management Group, Inc.1,767$894K0.16%+513F-HRTimeline
Johnson & White Wealth Management, LLC1,772$894K0.54%+7713F-HRTimeline
Heritage Wealth Partners, LLC1,766$893K1.12%-713F-HRTimeline
Presidio Capital Management, LLC1,763$892K0.48%+313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,760$890K0.38%+1,15713F-HRTimeline
True North Advisors, LLC1,760$890K0.21%+62213F-HRTimeline
INVENIO WEALTH PARTNERS LLC1,757$889K0.37%+12913F-HRTimeline
Ausdal Financial Partners, Inc.1,756$888K0.08%+13413F-HRTimeline
Sterling Investment Counsel, LLC1,755$888K0.59%-1,95313F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,754$887K0.68%013F-HR/ATimeline
DOLIVER ADVISORS, LP1,751$886K0.25%-1,33713F-HRTimeline
Chiron Investment Management, LLC1,749$885K0.29%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,747$884K0.16%+1,33513F-HRTimeline
Challenger Wealth Management1,746$883K0.76%13F-HRTimeline
RATIONAL ADVISORS, INC.1,744$882K0.09%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,743$882K0.14%-1,27513F-HRTimelineGroup
Sunflower Bank, N.A.1,743$882K0.25%+15613F-HRTimeline
Valtinson Bruner Financial Planning LLC1,727$874K0.31%-10713F-HRTimeline
Golden State Wealth Management, LLC1,714$867K0.13%13F-HRTimeline
Davies Financial Advisors, Inc.1,714$867K0.74%-19813F-HRTimeline
Aveo Capital Partners, LLC1,712$866K0.09%-35613F-HRTimeline
Samalin Investment Counsel, LLC1,710$865K0.37%-1,40213F-HRTimeline
Paladin Advisory Group, LLC1,710$865K0.66%013F-HRTimeline
Detalus Advisors, LLC1,702$861K0.28%+2913F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,650$859K0.71%13F-HRTimeline
Buttonwood Financial Advisors Inc.1,695$858K0.38%-7113F-HRTimeline
Fjell Capital, LLC1,694$857K0.89%13F-HRTimeline
AIRE ADVISORS, LLC1,694$857K0.18%+513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,693$856K0.18%+4513F-HRTimeline
1ST SOURCE BANK1,691$855K0.05%+413F-HRTimeline
NOVEM GROUP1,689$854K0.13%13F-HRTimeline
Summit Wealth Partners, LLC1,684$852K0.17%+20913F-HRTimeline
Atlas Private Wealth Advisors1,680$849K0.12%-4513F-HRTimeline
Peoples Bank/KS1,677$848K0.59%-513F-HRTimeline
LS Investment Advisors, LLC1,675$847K0.12%+1513F-HRTimeline
Global Trust Asset Management, LLC1,674$847K0.32%+5713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,672$846K0.09%-5713F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,672$846K0.11%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,671$845K0.61%-113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,671$845K0.1%-813F-HRTimelineGroup
Northwest Bancshares, Inc.1,669$844K0.16%-5013F-HRTimeline
Texas Capital Bancshares Inc/TX1,664$842K0.34%+413F-HRTimeline
Cypress Capital, LLC1,662$841K0.24%-8613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,662$841K0.32%+413F-HRTimeline
Heron Bay Capital Management1,659$839K0.18%-3513F-HRTimeline
DB Fitzpatrick & Co, Inc1,658$839K0.77%new13F-HRTimeline
Twelve Points Wealth Management LLC1,655$837K0.24%+40713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,654$837K0.06%-28813F-HRTimeline
Phoenix Wealth Advisors1,652$836K0.36%-2,63013F-HRTimeline
Foundation Wealth Management, LLC\PA1,651$835K0.4%13F-HRTimeline
Kellett Wealth Advisors, LLC1,650$835K0.57%-40013F-HRTimeline
Main Street Financial Solutions, LLC1,648$834K0.08%-50713F-HRTimeline
Bordeaux Wealth Advisors LLC1,647$833K0.13%+5113F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,645$832K0.27%-8213F-HRTimeline
Delta Financial Group, Inc.1,640$830K0.19%-1013F-HRTimeline
Root Financial Partners, LLC1,640$829K0.1%+12213F-HRTimeline
Summit Wealth Group, LLC1,639$829K0.24%-11113F-HRTimeline
PROFFITT & GOODSON INC1,635$827K0.14%+1113F-HRTimeline
IVC Wealth Advisors LLC1,635$827K0.46%-25213F-HRTimeline
Cape Investment Advisory, Inc.1,633$826K0.32%-3013F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,632$826K0.7%13F-HRTimeline
Agate Pass Investment Management, LLC1,629$824K0.37%+12513F-HRTimeline
Intellus Advisors LLC1,628$824K0.14%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,625$822K0.35%013F-HRTimeline
Calydon Capital1,624$822K0.16%-1,29313F-HRTimeline
Lavaca Capital LLC1,620$819K0.36%+6113F-HRTimeline
Full Sail Capital, LLC1,612$815K0.05%+3313F-HRTimeline
Facet Wealth, Inc.1,547$815K0.02%+50713F-HRTimeline
BLALOCK WILLIAMS, LLC1,611$815K0.95%13F-HRTimeline
Private Wealth Partners, LLC1,610$814K0.06%-83713F-HRTimeline
Medallion Wealth Advisors, LLC1,590$814K0.4%13F-HRTimeline
Axis Wealth Partners, LLC1,608$814K0.69%13F-HRTimeline
Integrated Investment Consultants, LLC1,605$812K0.17%+813F-HR/ATimeline
Corundum Trust Company, INC1,604$811K2.44%-1813F-HRTimeline
First Affirmative Financial Network1,603$811K0.47%-3813F-HRTimeline
RiverGlades Family Offices LLC1,600$809K0.58%013F-HRTimeline
EHP Funds Inc.1,600$809K0.84%+70013F-HRTimeline
Jain Global LLC1,594$806K0.02%13F-HRTimeline
BG Investment Services, LLC1,588$804K0.81%13F-HRTimeline
NAVELLIER & ASSOCIATES INC1,588$803K0.1%+513F-HRTimeline
FWG Holdings, LLC1,465$803K0.39%+1813F-HRTimeline
Clear Creek Financial Management, LLC1,584$802K0.09%+4013F-HRTimeline
SEVEN MILE ADVISORY1,583$801K0.51%-29413F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,582$800K0.3%+12813F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P1,575$797K0.2%new13F-HRTimeline
Operose Advisors LLC1,573$796K0.27%+44713F-HRTimeline
Pointe Capital Management LLC1,573$796K0.46%+1113F-HR/ATimeline
Verum Partners LLC1,570$794K0.23%-513F-HRTimeline
DT Investment Partners, LLC1,569$794K0.07%-2,34913F-HRTimeline
City State Bank1,569$794K0.28%013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,567$793K0.21%+3013F-HRTimeline
Gilbert & Cook, Inc.1,564$791K0.11%+913F-HRTimeline
WEST PACES ADVISORS INC.1,564$791K0.19%-8113F-HRTimeline
West Coast Financial LLC1,560$789K0.09%-1,02113F-HRTimeline
Womack Financial LLC1,549$784K0.7%13F-HRTimeline
RFP Financial Group LLC1,547$783K0.3%-2513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,546$782K0.14%-24413F-HRTimeline
Jacobsen Capital Management1,537$778K0.33%+3013F-HRTimeline
Latitude Advisors, LLC1,536$777K0.44%-14213F-HRTimeline
Clarity Financial LLC1,530$774K0.09%-43313F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,527$772K0.28%-17613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,525$772K0.28%-2013F-HRTimeline
Cypress Wealth Services, LLC1,525$771K0.15%+8013F-HRTimeline
Quantum Financial Advisors, LLC1,522$770K0.12%013F-HRTimeline
Tandem Investment Advisors, Inc.1,522$770K0.03%+113F-HRTimeline
TCI Wealth Advisors, Inc.1,517$767K0.06%-22513F-HRTimeline
AllSquare Wealth Management LLC1,517$767K0.44%+1513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,515$766K0.12%+14613F-HRTimeline
Cyr Financial Inc.1,515$766K0.7%+15113F-HRTimeline
Fortitude Advisory Group L.L.C.1,514$766K0.46%-9713F-HRTimeline
FARMERS TRUST CO1,504$761K0.14%-4813F-HRTimeline
Shay Capital LLC1,500$759K0.19%new13F-HRTimeline
Board of the Pension Protection Fund1,500$759K0.88%13F-HRTimeline
SONATA CAPITAL GROUP INC1,497$757K0.31%013F-HRTimeline
Arvest Bank Trust Division1,493$755K0.05%-48013F-HRTimeline
Antonelli Financial Advisors, LLC1,491$754K0.64%13F-HRTimeline