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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TRUE Private Wealth Advisors1,552$484K0.05%+1,10913F-HRTimeline
WMG Financial Advisors, LLC1,552$484K0.18%+40013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,550$484K0.1%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,546$482K0.07%+20013F-HRTimeline
Winthrop Advisory Group LLC1,545$482K0.05%+35913F-HRTimeline
Buttonwood Financial Advisors Inc.1,544$482K0.19%-12213F-HRTimeline
Lifeworks Advisors, LLC1,543$481K0.07%+6713F-HRTimeline
Verum Partners LLC1,540$481K0.11%+2813F-HRTimeline
Fairfield Financial Advisors, LTD1,536$479K0.17%-83613F-HRTimeline
Cache Advisors, LLC1,535$479K0.13%+57313F-HRTimeline
Net Worth Advisory Group1,535$479K0.11%-2,10713F-HRTimeline
DT Investment Partners, LLC1,533$478K0.04%013F-HRTimeline
RFP Financial Group LLC1,529$477K0.2%+413F-HRTimeline
Summit Wealth Partners, LLC1,528$477K0.09%+3813F-HRTimeline
Gilbert & Cook, Inc.1,528$477K0.06%-7713F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,526$476K0.16%+28313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,525$476K0.17%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,523$475K0.29%-36013F-HRTimeline
Detalus Advisors, LLC1,521$475K0.14%-1913F-HRTimeline
Grassi Investment Management1,517$473K0.04%+16713F-HRTimeline
Dunhill Financial, LLC1,514$472K0.14%+1,13813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,512$472K0.02%+25413F-HRTimeline
Corundum Trust Company, INC1,508$470K1.24%-11213F-HRTimeline
PrairieView Partners, LLC1,506$469K0.05%+13913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,503$469K0.37%+96013F-HRTimeline
Financiere des Professionnels - Fonds d…1,501$468K0.03%+69013F-HR/ATimeline
FIFTH LANE CAPITAL, LP1,500$468K0.57%new13F-HRTimeline
BG Investment Services, LLC1,506$468K0.58%-2813F-HRTimeline
Brave Warrior Advisors, LLC1,499$468K0.01%+1,00013F-HRTimeline
Capital Advisors Wealth Management, LLC1,497$467K0.07%+83913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,494$466K0.08%-9213F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,494$466K0.01%-22713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,493$466K0.04%-60013F-HRTimelineGroup
REXFORD CAPITAL INC1,491$465K0.39%13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,490$465K0.22%-1,09313F-HRTimeline
Challenger Wealth Management1,487$464K0.32%-6213F-HRTimeline
Future Financial Wealth Managment LLC1,486$464K0.32%+92513F-HRTimeline
INVESTMENT PARTNERS, LTD.1,486$464K0.18%-29013F-HRTimeline
Prossimo Advisors, LLC1,481$462K0.37%-1,99713F-HRTimeline
Winch Advisory Services, LLC1,480$462K0.11%+80413F-HRTimeline
Members Trust Co1,479$461K0.02%+17713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,478$461K0.05%-23913F-HRTimeline
Capital Advisors, Ltd. LLC1,479$461K0.06%-29913F-HRTimeline
Realta Investment Advisors1,476$461K0.18%+33513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,476$460K0.02%-10813F-HRTimeline
Marotta Asset Management1,469$458K0.09%-2313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,467$458K0.15%-75213F-HRTimeline
GERBER, LLC1,463$456K0.32%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,461$456K0.17%+713F-HRTimeline
First Affirmative Financial Network1,459$455K0.23%-2513F-HRTimeline
PARK NATIONAL CORP /OH/1,458$455K0.02%-27913F-HRTimeline
Pointe Capital Management LLC1,453$453K0.24%-1413F-HRTimeline
IVC Wealth Advisors LLC1,452$453K0.22%-11413F-HRTimeline
LVW Advisors, LLC1,450$453K0.05%-8713F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,447$451K0.24%-85413F-HRTimelineGroup
General Partner, Inc.1,446$451K0.26%013F-HRTimeline
Williams & Novak Wealth Management, LLC1,441$450K0.38%+76913F-HRTimeline
Quantum Financial Advisors, LLC1,438$449K0.06%-7313F-HRTimeline
Fort Point Capital Partners LLC1,438$449K0.04%-48313F-HRTimeline
Sullivan Wood Capital Management LLC1,434$447K0.93%13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,433$447K0.03%-18113F-HRTimeline
FIRST FINANCIAL CORP /IN/1,428$445K0.2%-17113F-HRTimeline
MITCHELL SINKLER & STARR/PA1,420$443K0.21%-14213F-HRTimeline
Drake & Associates, LLC1,420$443K0.11%+31013F-HRTimeline
LS Investment Advisors, LLC1,410$440K0.06%+8513F-HRTimeline
Canal Capital Management, LLC1,407$439K0.07%+23813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,406$439K0.04%+23813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,403$438K0.04%-11413F-HRTimeline
Brady Martz Wealth Solutions, LLC1,402$437K0.08%-39013F-HRTimeline
N.E.W. Advisory Services LLC1,398$436K0.04%+87813F-HRTimeline
Tandem Investment Partners LLC1,397$436K0.38%+25013F-HRTimeline
Diligent Investors, LLC1,394$435K0.1%+34413F-HRTimeline
Aspire Growth Partners LLC1,392$434K0.36%+513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…1,392$434K0.23%+60613F-HRTimeline
Whalen Wealth Management Inc.1,389$433K0.27%+1813F-HRTimeline
Dogwood Wealth Management LLC1,407$433K0.21%+3313F-HRTimeline
Disciplined Investors, L.L.C.1,387$433K0.34%+12213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,385$432K0.11%+1313F-HRTimeline
GenTrust, LLC1,385$432K0.02%-97713F-HRTimeline
Wealth Quarterback LLC1,384$432K0.2%new13F-HRTimeline
Legacy Edge Advisors, LLC1,380$431K0.06%-12213F-HRTimeline
Cypress Capital, LLC1,375$429K0.12%-14913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,372$428K0.03%+913F-HRTimeline
Shepherd Financial Partners LLC1,368$427K0.05%-4,44313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,366$426K0.02%+49313F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …1,365$426K0.07%013F-HRTimeline
TrueWealth Advisors, LLC1,364$426K0.13%new13F-HRTimeline
Copley Financial Group, Inc.1,364$426K0.32%+613F-HRTimeline
Blackhawk Capital Partners, LLC1,363$425K0.2%new13F-HRTimeline
Flaharty Asset Management, LLC1,358$424K0.06%+71513F-HR/ATimeline
WEBSTER BANK, N. A.1,358$424K0.04%-39813F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,355$423K0.31%013F-HRTimeline
First Bank & Trust1,353$422K0.08%-10613F-HRTimeline
Rosenberg Matthew Hamilton1,351$422K0.1%-1513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,351$421K0.03%-21,83913F-HRTimeline
BIRINYI ASSOCIATES INC1,350$421K0.12%013F-HRTimeline
Element Wealth, LLC1,349$421K0.19%+60713F-HRTimeline
BLALOCK WILLIAMS, LLC1,348$421K0.42%-15113F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,347$420K0.26%new13F-HRTimeline
Paragon Private Wealth Management, LLC1,347$420K0.17%-11913F-HRTimeline
Holistic Financial Partners1,345$420K0.18%+27713F-HRTimeline
Prairiewood Capital, LLC1,342$419K0.16%+7613F-HRTimeline
Coign Capital Advisors LLC1,341$418K0.28%+12813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,339$418K0.07%new13F-HRTimeline
Resurgent Financial Advisors LLC1,338$417K0.23%-713F-HRTimeline
Coastwise Capital Group, LLC1,335$417K0.33%+51813F-HRTimeline
One Wealth Advisors, LLC1,325$413K0.06%-3,13213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,321$412K0.04%+57113F-HR/ATimeline
High Net Worth Advisory Group LLC1,318$412K0.11%+27013F-HRTimeline
Five Oceans Advisors1,320$412K0.18%-17213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,317$411K0.39%-40313F-HRTimeline
ODonnell Financial Services, LLC1,316$411K0.16%-1213F-HRTimeline
Successful Portfolios LLC1,311$409K0.25%+21613F-HRTimeline
GPS Wealth Strategies Group, LLC1,306$407K0.05%-43813F-HRTimeline
Alan B Lancz & Associates, Inc.1,305$407K0.41%new13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,304$407K0.21%+40413F-HRTimeline
Parcion Private Wealth LLC1,303$406K0.03%+10413F-HRTimeline
First Western Trust Bank1,301$406K0.02%+1413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,299$405K0.35%-813F-HR/ATimeline
Black Diamond Financial, LLC1,297$405K0.06%+1713F-HRTimeline
Menard Financial Group LLC1,295$404K0.24%-3,51413F-HRTimeline
NavPoint Financial, Inc.1,293$404K0.24%+7813F-HRTimeline
Plante Moran Financial Advisors, LLC1,291$403K0.03%-213F-HRTimeline
BCK Partners, Inc.1,285$401K0.24%013F-HRTimeline
WASHINGTON TRUST Co1,285$401K0.01%+2813F-HRTimeline
Latitude Advisors, LLC1,281$400K0.2%+3013F-HRTimeline
Brucke Financial, Inc.1,280$399K0.28%+14913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,280$399K0.1%13F-HRTimeline
DDFG, Inc1,278$399K0.1%+1013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,274$398K0.32%+7213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,270$396K0.14%-1113F-HRTimeline
Charter Oak Capital Management, LLC1,270$396K0.03%+4113F-HRTimeline
JT Stratford LLC1,268$396K0.06%-2,29613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,263$394K<0.01%-13313F-HR/ATimelineGroup
Crescent Grove Advisors, LLC1,262$394K0.04%-1913F-HRTimeline
Heritage Wealth Management, Inc.1,262$394K0.13%-80513F-HRTimeline
AssuredPartners Investment Advisors, LLC1,256$392K0.1%-5,21413F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,255$391K0.06%-92613F-HRTimeline
Aspetuck Financial Management LLC1,254$391K0.29%-5513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,251$390K0.14%-2513F-HRTimeline
Strategic Investment Advisors / MI1,261$390K0.04%-1,61713F-HRTimeline
Summa Corp.1,250$390K0.2%-23513F-HRTimeline
Next Capital Management LLC1,246$389K0.14%+73213F-HRTimeline
Arcataur Capital Management LLC1,244$388K0.12%+7213F-HRTimeline
Activest Wealth Management1,244$388K0.09%+85713F-HRTimeline
Raleigh Capital Management Inc.1,241$387K0.16%-37913F-HRTimeline
ORG Partners LLC1,185$387K0.08%+1513F-HRTimeline
AIRE ADVISORS, LLC1,234$385K0.07%+8113F-HRTimeline
Caitlin John, LLC1,233$385K0.35%+37113F-HRTimeline
Antonelli Financial Advisors, LLC1,230$384K0.28%-21013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,467$384K0.12%-26813F-HRTimeline
Worth Asset Management, LLC1,229$383K0.19%+59113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,228$383K0.03%+14513F-HRTimeline
SOA Wealth Advisors, LLC.1,222$381K0.07%-3613F-HRTimeline
Falcon Wealth Planning1,219$380K0.04%-20913F-HRTimeline
Bordeaux Wealth Advisors LLC1,218$380K0.05%-29413F-HRTimeline
Murphy & Mullick Capital Management Corp1,505$380K0.31%+13513F-HRTimeline
Traynor Capital Management, Inc.1,164$380K0.03%new13F-HRTimeline
Revisor Wealth Management LLC1,263$378K0.14%+12613F-HRTimeline
Novak & Powell Financial Services, Inc.1,209$377K0.26%+613F-HRTimeline
PCG ASSET MANAGEMENT, LLC1,203$375K0.32%-813F-HRTimeline
Versor Investments LP1,201$375K0.07%-20113F-HRTimeline
QTR Family Wealth, LLC1,200$374K0.23%+29113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,196$373K0.2%-14713F-HRTimeline
Investors Research Corp1,195$373K0.07%+1,15013F-HRTimeline
Centerpoint Advisors, LLC1,192$372K0.13%+813F-HRTimeline
SATURNA CAPITAL CORP1,191$372K0.01%-58513F-HRTimeline
Balefire, LLC1,189$371K0.08%+57213F-HRTimeline
Salomon & Ludwin, LLC1,204$370K0.04%-713F-HRTimeline
Copperleaf Capital, LLC1,182$369K0.19%-9913F-HRTimeline
Center for Financial Planning, Inc.1,181$369K0.04%-10213F-HRTimeline
BARRETT & COMPANY, INC.1,181$368K0.14%+26213F-HRTimeline
Global Trust Asset Management, LLC1,180$368K0.2%-18813F-HRTimeline
Miller Financial Services LLC1,178$367K0.47%new13F-HRTimeline
BIT Capital GmbH1,177$367K0.02%+31813F-HRTimeline
Manske Wealth Management1,177$367K0.12%new13F-HRTimeline
Armbruster Capital Management, Inc.1,175$367K0.07%013F-HRTimeline
Octavia Wealth Advisors, LLC1,174$366K0.04%+44813F-HRTimeline
Acorns Advisers, LLC1,174$366K<0.01%+62713F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…1,170$365K0.64%-1,59413F-HRTimeline
SEVEN MILE ADVISORY1,169$365K0.22%-52413F-HRTimeline
EVERPAR ADVISORS LLC1,167$364K0.17%+26513F-HRTimeline
First City Capital Management, Inc.1,166$364K0.21%-1713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,163$363K0.09%+35913F-HRTimeline
Teza Capital Management LLC1,161$362K0.27%+20913F-HRTimeline
Klingman & Associates, LLC1,159$362K0.02%-14713F-HRTimeline
Navalign, LLC1,159$361K0.1%+7813F-HRTimeline
Baader Bank Aktiengesellschaft1,685$361K0.03%-15,48113F-HRTimeline
First Command Advisory Services, Inc.1,155$360K<0.01%-213F-HRTimeline
Kozak & Associates, Inc.1,183$358K0.07%-78613F-HRTimeline
WealthPlan Investment Management, LLC1,147$358K0.03%+21713F-HRTimeline
Park Edge Advisors, LLC1,147$358K0.09%+13113F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC1,147$358K0.02%+57913F-HRTimelineGroup
Atlas Legacy Advisors, LLC1,147$358K0.08%-75613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,142$356K0.29%+63413F-HRTimeline
FLOW TRADERS U.S. LLC1,142$356K0.01%new13F-HRTimeline
Sterling Investment Counsel, LLC1,139$355K0.21%-2,32613F-HRTimeline
Wambolt & Associates, LLC1,089$355K0.12%-6,09313F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,137$355K0.04%-14513F-HRTimeline
Wellspring Financial Advisors, LLC1,136$354K0.04%-12813F-HRTimeline