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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tudor Financial Inc.1,728$905K0.54%-4913F-HRTimeline
Invera Wealth Advisors, LLC1,726$904K0.58%-1,11413F-HR/ATimeline
CRAWFORD INVESTMENT COUNSEL INC1,721$902K0.02%-37013F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,720$901K0.11%+4813F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,720$901K0.93%-5913F-HRTimeline
Thrive Wealth Management, LLC1,719$900K0.17%-7913F-HRTimeline
Soundwatch Capital LLC1,718$900K0.41%-20413F-HRTimeline
Founders Financial Alliance, LLC1,717$899K0.22%+76113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,717$899K0.1%+4513F-HRTimeline
Paladin Advisory Group, LLC1,710$896K0.72%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,701$891K0.74%+6913F-HRTimeline
Phoenix Wealth Advisors1,701$891K0.39%+4913F-HRTimeline
Davies Financial Advisors, Inc.1,700$891K0.76%-1413F-HRTimeline
Impact Partnership Wealth, LLC1,695$888K0.19%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,693$887K0.18%013F-HRTimeline
SEVEN MILE ADVISORY1,693$887K0.59%+11013F-HRTimeline
Agate Pass Investment Management, LLC1,690$885K0.38%+6113F-HRTimeline
Wealth Group Ltd1,678$879K0.26%-9913F-HRTimeline
Second Half Financial Partners, LLC1,677$878K0.44%-12313F-HRTimeline
Peoples Bank/KS1,677$878K0.6%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,666$873K0.38%-2913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,662$872K0.32%013F-HRTimeline
Marotta Asset Management1,492$872K0.17%013F-HRTimeline
ROGCO, LP1,664$872K0.35%-56113F-HRTimeline
Kellett Wealth Advisors, LLC1,663$871K0.6%+1313F-HRTimeline
Clean Yield Group1,656$867K0.28%-17813F-HRTimeline
Arcus Capital Partners, LLC1,655$867K0.35%+28213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,655$867K0.07%+25413F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,655$867K0.78%+513F-HRTimeline
Heron Bay Capital Management1,653$866K0.18%-613F-HRTimeline
Capital Market Strategies LLC1,649$864K0.58%-23613F-HRTimeline
Golden State Wealth Management, LLC1,647$863K0.13%-6713F-HR/ATimeline
Arvest Bank Trust Division1,647$863K0.05%+15413F-HRTimeline
PROFFITT & GOODSON INC1,646$862K0.14%+1113F-HRTimeline
Summit Wealth Group, LLC1,645$862K0.25%+613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,645$862K0.3%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,642$860K0.1%-2913F-HRTimelineGroup
SFMG, LLC1,641$859K0.07%-23013F-HRTimeline
Northwest Bancshares, Inc.1,640$859K0.16%-2913F-HRTimeline
1ST SOURCE BANK1,635$856K0.05%-5613F-HRTimeline
BCS Wealth Management1,623$850K0.22%+48513F-HRTimeline
CLARIS ADVISORS, LLC / MO /1,620$848K0.32%+3813F-HRTimeline
Corundum Trust Company, INC1,620$848K2.45%+1613F-HRTimeline
Raleigh Capital Management Inc.1,620$848K0.38%-29213F-HRTimeline
EdgeRock Capital LLC1,615$846K0.6%-18013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,614$845K0.39%-58713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,614$845K0.06%-4013F-HRTimeline
Gilbert & Cook, Inc.1,605$841K0.12%+4113F-HRTimeline
Hamilton Point Investment Advisors, LLC1,604$840K0.15%-14313F-HRTimeline
SEEDS INVESTOR LLC1,602$839K0.24%-24713F-HRTimeline
RiverGlades Family Offices LLC1,600$838K0.6%013F-HRTimeline
Texas Capital Bancshares Inc/TX1,600$838K0.36%-6413F-HRTimeline
FIRST FINANCIAL CORP /IN/1,599$837K0.4%-40213F-HRTimeline
Calydon Capital1,593$835K0.16%-3113F-HRTimeline
Callan Capital, LLC1,592$834K0.06%-17813F-HRTimeline
Axis Wealth Partners, LLC1,589$832K0.62%-1913F-HRTimeline
True North Advisors, LLC1,589$832K0.15%-17113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,586$831K0.16%-7,70713F-HRTimeline
Cyr Financial Inc.1,586$831K0.74%+7113F-HR/ATimeline
CHAPIN DAVIS, INC.1,584$830K0.28%-3213F-HRTimeline
Syntegra Private Wealth Group, LLC1,584$830K0.1%-1,14913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,584$830K0.05%+1813F-HR/ATimeline
Alteri Wealth LLC1,582$829K0.36%+41513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC1,578$826K0.01%-84613F-HRTimeline
WEST PACES ADVISORS INC.1,576$825K0.19%+1213F-HRTimeline
IVC Wealth Advisors LLC1,566$820K0.44%-6913F-HRTimeline
Lavaca Capital LLC1,565$820K0.37%-5513F-HRTimeline
INVENIO WEALTH PARTNERS LLC1,564$819K0.34%-19313F-HRTimeline
MITCHELL SINKLER & STARR/PA1,562$818K0.23%-513F-HRTimeline
CROBAN1,562$818K0.75%new13F-HRTimeline
Cape Investment Advisory, Inc.1,556$815K0.32%-7713F-HRTimeline
Symphony Financial, Ltd. Co.1,824$814K0.48%-2,86013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,550$812K0.16%-40013F-HRTimeline
Operose Advisors LLC1,549$811K0.27%-2413F-HRTimeline
Challenger Wealth Management1,549$811K0.64%-19713F-HRTimeline
Detalus Advisors, LLC1,540$807K0.25%-16213F-HRTimeline
Pandora Wealth, Inc.1,539$806K0.53%13F-HRTimeline
LVW Advisors, LLC1,537$805K0.1%-52213F-HRTimeline
BridgePort Financial Solutions, LLC1,536$805K0.36%013F-HRTimeline
BG Investment Services, LLC1,534$803K0.87%-5413F-HRTimeline
DT Investment Partners, LLC1,533$803K0.08%-3613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM1,531$802K0.12%-21213F-HRTimelineGroup
City State Bank1,529$801K0.26%-4013F-HRTimeline
Intellus Advisors LLC1,528$800K0.14%-10013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,525$799K0.32%-10013F-HRTimeline
RFP Financial Group LLC1,525$799K0.32%-2213F-HRTimeline
Regal Investment Advisors LLC1,525$798K0.06%-73813F-HRTimeline
Cypress Capital, LLC1,524$798K0.23%-13813F-HRTimeline
Sather Financial Group Inc1,522$797K0.05%+9613F-HRTimeline
Veltria Advisors Corp.1,519$796K0.52%-75913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,517$794K0.08%-42113F-HRTimeline
CLG LLC1,513$793K0.28%+2813F-HRTimeline
Bordeaux Wealth Advisors LLC1,512$792K0.15%-13513F-HRTimeline
Verum Partners LLC1,512$792K0.21%-5813F-HRTimeline
Quantum Financial Advisors, LLC1,511$792K0.12%-1113F-HRTimeline
44 WEALTH MANAGEMENT LLC1,510$791K0.3%+20113F-HRTimeline
Drucker Wealth 3.0, LLC1,505$788K0.17%-57913F-HRTimeline
Legacy Edge Advisors, LLC1,502$787K0.12%-41313F-HRTimeline
EHP Funds Inc.1,500$786K0.88%-10013F-HRTimeline
BLALOCK WILLIAMS, LLC1,499$785K0.88%-11213F-HRTimeline
FARMERS TRUST CO1,495$783K0.15%-913F-HRTimeline
Buska Wealth Management, LLC1,494$782K0.25%+2313F-HRTimeline
Gladius Capital Management LP1,493$782K0.77%-2,80913F-HRTimeline
Five Oceans Advisors1,492$781K0.37%+313F-HRTimeline
Summit Wealth Partners, LLC1,490$780K0.16%-19413F-HRTimeline
Baron Wealth Management LLC1,486$778K0.34%-35913F-HRTimeline
Summa Corp.1,485$778K0.45%+3513F-HRTimeline
First Affirmative Financial Network1,484$777K0.48%-11913F-HRTimeline
Fermata Advisors, LLC1,483$777K0.14%+12313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC1,480$775K0.06%013F-HRTimeline
J.Safra Asset Management Corp1,476$773K0.06%-41313F-HR/ATimeline
Lifeworks Advisors, LLC1,476$773K0.13%-913F-HRTimeline
Aprio Wealth Management, LLC1,471$770K0.1%+13413F-HRTimeline
Adero Partners, LLC1,470$770K0.05%+25813F-HRTimeline
Pointe Capital Management LLC1,467$768K0.45%-10613F-HRTimeline
Paragon Private Wealth Management, LLC1,466$768K0.36%+32813F-HRTimeline
GERBER, LLC1,463$766K0.64%013F-HRTimeline
Heck Capital Advisors, LLC1,463$766K0.09%+46013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,391$765K0.15%+54713F-HRTimeline
First Bank & Trust1,459$764K0.15%+7613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,454$762K0.29%+413F-HRTimeline
Mystic Asset Management, Inc.1,450$759K0.2%+28313F-HRTimeline
Womack Financial LLC1,449$759K0.69%-10013F-HR/ATimeline
General Partner, Inc.1,446$757K0.49%013F-HRTimeline
Permanent Capital Management, LP1,442$755K0.22%013F-HRTimeline
Knuff & Co LLC1,441$755K0.25%+1,30613F-HRTimeline
Antonelli Financial Advisors, LLC1,440$754K0.61%-5113F-HRTimeline
Jacobsen Capital Management1,440$754K0.33%-9713F-HRTimeline
BANK OF HAWAII1,437$753K0.04%+37213F-HRTimeline
KRS Capital Management, LLC1,437$752K0.6%-4213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC1,434$751K0.41%+13913F-HRTimeline
Root Financial Partners, LLC1,430$749K0.08%-21013F-HRTimeline
Thomasville National Bank1,429$748K0.05%+9913F-HRTimeline
Falcon Wealth Planning1,428$748K0.08%new13F-HRTimeline
Summit Financial Strategies, Inc.1,417$742K0.07%+5213F-HRTimeline
HF Advisory Group, LLC1,410$738K0.32%+14713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,416$736K0.2%-1,12013F-HRTimeline
Measured Wealth Private Client Group, L…1,406$736K0.24%-64413F-HRTimeline
Cypress Wealth Services, LLC1,403$735K0.15%-12213F-HRTimeline
Trust Co1,403$735K0.09%+72213F-HRTimeline
Versor Investments LP1,402$734K0.12%new13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…1,400$733K0.34%new13F-HRTimelineGroup
SGL Investment Advisors, Inc.1,900$733K0.38%+13313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,396$731K0.01%+80513F-HRTimelineGroup
American State Bank (Iowa)1,391$729K0.44%+1013F-HRTimeline
Full Sail Capital, LLC1,388$727K0.05%-22413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,379$722K0.13%-16713F-HRTimeline
PARUS FINANCE (UK) Ltd1,377$721K0.25%+67813F-HRTimeline
State of Wyoming1,374$720K0.1%-86713F-HRTimeline
Dogwood Wealth Management LLC1,374$720K0.38%+15913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,372$719K0.21%+2013F-HRTimeline
Whalen Wealth Management Inc.1,371$718K0.48%-113F-HRTimeline
Murphy & Mullick Capital Management Corp1,370$717K0.69%-3613F-HRTimeline
Lewis Asset Management, LLC1,368$717K0.59%+5013F-HRTimeline
STEPH & CO1,368$716K0.26%-9113F-HRTimeline
Global Trust Asset Management, LLC1,368$716K0.44%-30613F-HRTimeline
Rosenberg Matthew Hamilton1,366$716K0.18%+4613F-HRTimeline
SANDERS MORRIS HARRIS LLC1,367$715K0.11%013F-HRTimeline
PrairieView Partners, LLC1,367$715K0.07%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,365$715K0.11%-15013F-HRTimeline
CPC Advisors, LLC1,365$715K0.1%-59413F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,364$715K0.23%+2513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,363$714K0.06%-113F-HRTimeline
Copley Financial Group, Inc.1,358$711K0.54%+913F-HR/ATimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,355$710K0.57%013F-HRTimeline
BIRINYI ASSOCIATES INC1,350$707K0.23%013F-HRTimeline
Grassi Investment Management1,350$707K0.07%+56513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,348$706K0.11%-2313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,346$705K0.12%-1813F-HRTimeline
Resurgent Financial Advisors LLC1,345$704K0.42%+4113F-HRTimeline
Grant Private Wealth Management Inc1,345$704K0.76%+1413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,343$703K0.4%+27213F-HRTimeline
JB Capital LLC1,337$700K0.04%+14013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC1,336$700K0.13%new13F-HRTimelineGroup
ODonnell Financial Services, LLC1,328$696K0.29%+1213F-HRTimeline
LS Investment Advisors, LLC1,325$694K0.11%-35013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,317$690K0.42%-35413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,313$687K0.08%-76313F-HRTimeline
Aspetuck Financial Management LLC1,309$686K0.59%-513F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,307$685K0.62%13F-HRTimeline
Klingman & Associates, LLC1,306$684K0.04%-57413F-HRTimeline
Wealth Management Associates, Inc.1,302$682K0.29%-9313F-HRTimeline
Members Trust Co1,302$682K0.02%+16213F-HRTimeline
Granite Harbor Advisors, Inc.1,302$682K0.36%+18313F-HRTimeline
VeraBank, N.A.1,297$679K0.19%+613F-HRTimeline
Lakeshore Capital Group, Inc.1,295$678K0.65%+3013F-HRTimeline
Monument Capital Management1,294$678K0.21%-49413F-HRTimeline
Farringdon Capital, Ltd.1,293$677K0.34%-2,18213F-HRTimeline
Plante Moran Financial Advisors, LLC1,293$677K0.06%-83713F-HRTimeline
First Western Trust Bank1,287$674K0.03%-1313F-HRTimeline
BCK Partners, Inc.1,285$673K0.42%013F-HRTimeline
Center for Financial Planning, Inc.1,283$672K0.09%+15213F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,282$671K0.07%-1013F-HRTimeline
Crescent Grove Advisors, LLC1,281$671K0.07%+3013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,281$671K0.28%+1213F-HRTimeline
Wealth Group, Ltd.1,282$671K0.43%-413F-HRTimeline
Copperleaf Capital, LLC1,281$671K0.4%-83313F-HRTimeline
Black Diamond Financial, LLC1,280$670K0.1%+813F-HRTimeline
Altiora Financial Group, LLC1,278$669K0.14%-1013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,276$668K0.26%+6513F-HRTimeline