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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AdvisorShares Investments LLC1,400$483K0.08%new13F-HRTimeline
Diligent Investors, LLC1,398$483K0.12%+413F-HRTimeline
BLALOCK WILLIAMS, LLC1,396$482K0.42%+4813F-HRTimeline
RDA Financial Network1,394$482K0.12%-8,71413F-HRTimeline
Discipline Wealth Solutions, LLC1,393$481K0.13%+27713F-HRTimeline
Cypress Capital, LLC1,392$481K0.14%+1713F-HRTimeline
Portside Wealth Group, LLC1,387$479K0.07%-24913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,382$477K0.14%-29113F-HRTimeline
Jessup Wealth Management, Inc1,375$475K0.18%-5,07413F-HRTimeline
Aspire Growth Partners LLC1,374$474K0.35%-1813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,371$474K0.42%+41913F-HRTimeline
Arbor Investment Advisors, LLC1,371$473K0.06%+64713F-HRTimeline
Measured Wealth Private Client Group, L…1,370$473K0.13%-20313F-HRTimeline
Disciplined Investors, L.L.C.1,367$472K0.34%-2013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,367$472K0.21%-5313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,366$472K0.04%-3713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,365$471K0.08%013F-HRTimeline
BURR FINANCIAL SERVICES, LLC1,365$471K0.35%+42513F-HRTimeline
Pointe Capital Management LLC1,361$470K0.23%-9213F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,361$470K0.24%-8613F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…1,360$470K0.23%-3213F-HRTimeline
Rosenberg Matthew Hamilton1,359$469K0.1%+813F-HRTimeline
Wealth Quarterback LLC1,358$469K0.18%-2613F-HRTimeline
Mirador Capital Partners LP1,357$468K0.07%+30013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,353$467K0.08%+64213F-HRTimeline
LeConte Wealth Management, LLC1,352$467K0.31%+26313F-HRTimeline
TigerOak Management, L.L.C.1,352$467K0.14%-1,28113F-HRTimeline
Sunbelt Securities, Inc.1,350$466K0.03%-90513F-HRTimeline
BIRINYI ASSOCIATES INC1,350$466K0.12%013F-HRTimeline
44 WEALTH MANAGEMENT LLC1,345$464K0.16%-79513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,345$464K0.03%-2713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,344$464K0.12%-4113F-HRTimeline
OPTIMIZE FINANCIAL INC.1,343$464K0.24%new13F-HRTimeline
Stiles Financial Services Inc1,343$464K0.15%-75113F-HRTimeline
TrueWealth Advisors, LLC1,342$463K0.13%-2213F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,341$463K0.25%-613F-HRTimeline
ODonnell Financial Services, LLC1,341$463K0.16%+2513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,340$463K0.16%+45213F-HRTimeline
Lantz Financial LLC1,338$462K0.1%+43613F-HRTimeline
Prairiewood Capital, LLC1,336$461K0.15%-613F-HRTimeline
Falcon Wealth Planning1,334$461K0.04%+11513F-HRTimeline
Park Edge Advisors, LLC1,332$460K0.11%+18513F-HRTimeline
New England Research & Management, Inc.1,325$458K0.21%-6,79513F-HRTimeline
First City Capital Management, Inc.1,321$456K0.25%+15513F-HRTimeline
PROMETHIUM ADVISORS,LLC1,315$454K0.26%new13F-HRTimeline
Concentric Capital Strategies, LP1,314$454K0.02%-3,92213F-HRTimeline
First Western Trust Bank1,312$453K0.02%+1113F-HRTimeline
Octavia Wealth Advisors, LLC1,309$452K0.04%+13513F-HRTimeline
PARK NATIONAL CORP /OH/1,304$450K0.01%-15413F-HRTimeline
Wealth Management Associates, Inc.1,304$450K0.16%+57313F-HRTimeline
Canal Capital Management, LLC1,294$447K0.07%-11313F-HRTimeline
NavPoint Financial, Inc.1,294$447K0.23%+113F-HRTimeline
Commonwealth Financial Services, LLC1,289$445K0.08%+28213F-HRTimeline
Next Level Private LLC1,239$445K0.13%+21813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,284$443K0.21%+46613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,284$443K0.05%-54913F-HRTimeline
BURNS J W & CO INC/NY1,281$442K0.05%-47413F-HRTimeline
GPS Wealth Strategies Group, LLC1,277$441K0.05%-2913F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,275$440K0.31%-8013F-HRTimeline
Heritage Wealth Management, Inc.1,273$440K0.13%+1113F-HRTimeline
Grey Ledge Advisors, LLC1,272$439K0.1%new13F-HRTimeline
Charter Oak Capital Management, LLC1,272$439K0.03%+213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,270$438K0.14%013F-HRTimeline
Net Worth Advisory Group1,265$437K0.13%-27013F-HRTimeline
King Wealth Management Group1,263$436K0.05%-2,47813F-HRTimeline
Centerpoint Advisors, LLC1,261$436K0.14%+6913F-HRTimeline
Crescent Grove Advisors, LLC1,262$436K0.04%013F-HRTimeline
Alan B Lancz & Associates, Inc.1,255$433K0.39%-5013F-HRTimeline
Balance Wealth Partners LLC1,255$433K0.11%+25313F-HRTimeline
Arcataur Capital Management LLC1,253$433K0.13%+913F-HRTimeline
Sonoma Allocations LLC1,209$432K0.16%13F-HRTimeline
Summa Corp.1,250$432K0.19%013F-HRTimeline
DDFG, Inc1,247$431K0.1%-3113F-HRTimeline
IMZ Advisory Inc1,247$431K0.16%+13113F-HRTimeline
BCK Partners, Inc.1,247$431K0.23%-3813F-HRTimeline
bLong Financial, LLC1,246$430K0.3%+57913F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC1,241$428K0.01%-25313F-HRTimeline
Northwest Bancshares, Inc.1,240$428K0.07%-39013F-HRTimeline
Delta Investment Management, LLC1,239$428K0.08%-25,76313F-HRTimeline
Legacy Edge Advisors, LLC1,233$426K0.05%-14713F-HRTimeline
Quad-Cities Investment Group, LLC1,229$425K0.18%new13F-HRTimeline
GenTrust, LLC1,228$424K0.02%-15713F-HRTimeline
Worth Asset Management, LLC1,227$424K0.19%-213F-HRTimeline
EWA, LLC1,224$423K0.12%+17913F-HRTimeline
Quadrant Private Wealth Management, LLC1,220$421K0.08%+15213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,219$421K0.01%-13,12913F-HRTimeline
Aspetuck Financial Management LLC1,219$421K0.29%-3513F-HRTimeline
180 WEALTH ADVISORS, LLC1,207$417K0.05%+30413F-HRTimeline
Waldron Private Wealth LLC1,206$416K0.02%+26213F-HRTimeline
Jacobsen Capital Management1,205$416K0.14%+52313F-HRTimeline
Foster Group, Inc.1,204$416K0.01%+35413F-HRTimeline
McElhenny Sheffield Capital Management,…1,203$415K0.1%-40013F-HRTimeline
Atwater Malick LLC1,201$415K0.12%new13F-HRTimeline
JBF Capital, Inc.1,200$414K0.06%new13F-HR/ATimeline
First Command Advisory Services, Inc.1,200$414K<0.01%+4513F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,200$414K0.13%+10913F-HRTimeline
Compass Wealth Management, LLC/GA1,200$414K0.18%new13F-HRTimeline
Abich Financial Wealth Management LLC1,199$414K0.15%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,198$414K0.09%+41113F-HRTimeline
Investors Research Corp1,196$413K0.08%+113F-HRTimeline
Wellspring Financial Advisors, LLC1,195$413K0.04%+5913F-HRTimeline
Custos Family Office, LLC1,191$411K0.23%+8013F-HRTimeline
Three Seasons Wealth, LLC1,186$410K0.04%-1,17213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,183$409K0.31%+4113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,182$408K0.06%-1,65013F-HRTimeline
Ullmann Wealth Partners Group, LLC1,180$408K0.04%+21613F-HRTimeline
Sunburst Financial Group, LLC1,178$407K0.09%-45113F-HRTimeline
Armbruster Capital Management, Inc.1,175$406K0.07%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,177$406K0.28%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,175$406K0.03%-23113F-HRTimeline
Brucke Financial, Inc.1,186$405K0.24%-9413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,173$405K0.02%+25013F-HRTimeline
Founders Financial Alliance, LLC1,173$405K0.08%-44213F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…1,170$404K0.79%013F-HRTimeline
INVESTED ADVISORS769$403K0.59%13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,167$403K0.25%+10213F-HRTimeline
Maxele Advisors, LLC1,166$403K0.35%-46013F-HRTimeline
Caitong International Asset Management …1,165$402K0.28%-3,39213F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,164$402K0.05%+7713F-HRTimeline
Omnia Family Wealth, LLC1,164$402K0.13%new13F-HRTimeline
Evolution Wealth Advisors, LLC1,164$402K0.05%+8213F-HRTimeline
Successful Portfolios LLC1,164$402K0.23%-14713F-HRTimeline
Aldebaran Financial Inc.1,160$401K0.4%+18213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,158$400K0.31%-11613F-HRTimeline
Balboa Wealth Partners1,156$399K0.07%+34513F-HRTimeline
Traynor Capital Management, Inc.1,155$399K0.02%-913F-HRTimeline
Ignite Planners, LLC1,154$398K0.07%new13F-HRTimeline
BlackDiamond Wealth Management, LLC1,153$398K0.22%+42413F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,151$397K0.06%+17313F-HRTimeline
ALKEME WEALTH, LLC1,150$397K0.17%+50513F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,150$397K0.08%-40013F-HRTimeline
Navalign, LLC1,149$397K0.1%-1013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,135$396K0.06%-1,07413F-HRTimeline
Veracity Capital LLC1,145$395K0.13%+6013F-HRTimeline
BARRETT & COMPANY, INC.1,145$395K0.14%-3613F-HRTimeline
KRS Capital Management, LLC1,143$395K0.24%new13F-HRTimeline
WealthBridge Capital Management, LLC1,142$394K0.09%-54513F-HRTimeline
Alpha Wealth Funds, LLC1,000$394K0.32%new13F-HRTimeline
Compass Ion Advisors, LLC1,142$394K0.04%+2113F-HRTimeline
BOCHK Asset Management Ltd1,140$394K0.1%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,139$393K0.05%+6713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,139$393K0.11%-2,45513F-HRTimeline
Fortress Financial Solutions, LLC1,137$393K0.43%new13F-HRTimeline
Catalina Capital Group, LLC1,137$393K0.24%+9513F-HRTimeline
BAKER BOYER NATIONAL BANK1,136$392K0.13%+313F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,135$392K0.07%new13F-HRTimeline
Facet Wealth, Inc.1,135$392K0.01%+1213F-HRTimeline
Andina Capital Management, LLC1,133$391K0.22%+11713F-HRTimeline
Forefront Analytics, LLC1,130$390K0.38%+39613F-HRTimeline
High Net Worth Advisory Group LLC1,126$389K0.09%-19213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,119$386K0.02%+25013F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding1,114$385K-7,572Timeline
Plante Moran Financial Advisors, LLC1,114$385K0.02%-17713F-HRTimeline
Cheviot Value Management, LLC1,045$384K0.04%013F-HRTimeline
Kera Capital Partners, Inc.1,113$384K0.06%+38513F-HRTimeline
DILLON & ASSOCIATES INC1,113$384K0.05%+713F-HRTimeline
Atlas Wealth LLC1,110$383K0.12%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co1,110$383K0.26%013F-HRTimeline
Values Added Financial LLC1,109$383K0.17%+413F-HRTimeline
Berbice Capital Management LLC1,106$382K0.24%-52413F-HRTimeline
Miller Financial Services LLC1,105$382K0.44%-7313F-HRTimeline
AssuredPartners Investment Advisors, LLC1,105$382K0.08%-15113F-HRTimeline
Tillman Hartley LLC1,105$382K0.1%+4013F-HRTimeline
RMR Wealth Builders1,104$381K0.03%+9913F-HRTimeline
Planning Center, Inc.1,104$381K0.04%-413F-HRTimeline
Clifford Group, LLC1,100$380K0.3%+10213F-HRTimeline
WATERS PARKERSON & CO., LLC1,100$380K0.02%-60013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,099$380K0.04%+11113F-HRTimeline
Atlas Brown,Inc.1,097$379K0.11%+813F-HRTimeline
FINANCIAL CONSULATE, INC1,096$378K0.05%new13F-HRTimeline
MN Wealth Advisors, LLC1,095$378K0.2%+16613F-HRTimeline
Indiana Trust & Investment Management Co1,094$378K0.11%+29713F-HRTimeline
HFR Wealth Management, LLC1,090$376K0.09%013F-HRTimeline
Paragon Private Wealth Management, LLC1,087$375K0.12%-26013F-HRTimeline
Oxinas Partners, LLC1,084$374K0.2%013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,083$374K0.32%+5913F-HRTimeline
Wallace Advisory Group, LLC1,198$374K0.3%-1,05613F-HRTimeline
Foster Victor Wealth Advisors, LLC1,037$374K0.02%+22813F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,732$374K0.1%+1,53213F-HRTimeline
North Forty Two & Co.1,081$373K0.36%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,076$371K0.03%-24513F-HR/ATimeline
ALLIUM FINANCIAL ADVISORS, LLC1,074$371K0.31%-22513F-HRTimeline
Benin Management CORP1,072$370K0.09%+2413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,070$370K0.08%-2813F-HRTimeline
Pasadena Private Wealth, LLC1,068$369K0.05%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC1,068$369K0.12%+17213F-HRTimeline
4WEALTH ADVISORS, INC.1,067$368K0.34%+7313F-HRTimeline
Provident Wealth Management, LLC1,066$368K0.11%+37313F-HRTimeline
Leo Wealth, LLC1,064$367K0.05%+2313F-HRTimeline
ELKHORN PARTNERS LIMITED PARTNERSHIPin group ELKHORN PARTNERS LIMITED PART…1,060$366K0.25%+1013F-HRTimelineGroup
Teza Capital Management LLC1,060$366K1.98%-10113F-HRTimeline
AVISO WEALTH MANAGEMENT1,060$366K0.16%-64013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,056$365K0.03%-8113F-HRTimeline
Quantum Financial Advisors, LLC1,055$364K0.04%-38313F-HRTimeline
Code Waechter LLC1,011$364K0.24%-66413F-HRTimeline
Walkner Condon Financial Advisors LLC1,054$364K0.06%+23213F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,054$364K0.07%+25613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,052$363K0.08%-19913F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,052$363K0.02%013F-HRTimeline
Columbia Bank1,005$363K0.1%013F-HRTimeline