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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Waldron Private Wealth LLC1,477$488K0.02%+27113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,472$486K0.08%13F-HRTimeline
Mosley Wealth Management1,301$482K0.22%13F-HRTimeline
Private Advisory Group LLC1,455$480K0.04%+68113F-HRTimeline
Forefront Analytics, LLC1,452$479K0.42%+32213F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC1,450$479K0.32%013F-HRTimeline
Pekin Hardy Strauss, Inc.1,449$478K0.04%-3,98613F-HRTimeline
Aurora Private Wealth, Inc.1,449$478K0.31%13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,447$478K<0.01%-63313F-HRTimeline
General Partner, Inc.1,446$477K0.27%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,439$475K0.39%+6813F-HRTimeline
Members Trust Co1,436$474K0.02%-9713F-HRTimeline
FOCUSED ALPHA, LLC1,435$474K0.14%13F-HRTimeline
Sagewood Asset Management LP1,434$473K0.17%13F-HRTimeline
Prudent Man Advisors, LLC1,434$473K0.17%-2,20713F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,434$473K0.06%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,434$473K0.02%-61513F-HRTimeline
XY Planning Network, Inc.1,433$473K0.08%+67913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,432$473K0.14%-21413F-HRTimeline
CROBAN1,431$472K0.23%new13F-HRTimeline
BFSG, LLC1,430$472K0.05%-70913F-HRTimeline
Aspen Wealth Strategies, LLC1,429$472K0.26%+913F-HRTimeline
DT Investment Partners, LLC1,423$470K0.04%013F-HRTimeline
CCM INVESTMENT ADVISERS LLC1,420$469K0.04%013F-HRTimeline
Sandro Wealth Management LLC1,418$468K0.39%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,417$468K0.16%+74813F-HRTimeline
Sunbelt Securities, Inc.1,416$467K0.03%+6613F-HRTimeline
Pointe Capital Management LLC1,416$467K0.23%+5513F-HRTimeline
Discipline Wealth Solutions, LLC1,416$467K0.09%+2313F-HRTimeline
Legacy Wealth Advisors, LLC1,416$467K0.31%13F-HRTimeline
HARRIS ASSOCIATES L P1,414$467K<0.01%013F-HRTimeline
Holistic Financial Partners1,414$467K0.17%-27113F-HRTimeline
Byrne Asset Management LLC1,413$466K0.26%new13F-HRTimeline
LeConte Wealth Management, LLC1,407$465K0.3%+5513F-HRTimeline
Sound Income Strategies, LLC1,402$464K0.02%+5313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,354$463K0.25%+1313F-HRTimeline
Next Level Private LLC1,402$463K0.12%+16313F-HRTimeline
Code Waechter LLC1,402$463K0.3%+39113F-HRTimeline
Aspire Growth Partners LLC1,402$463K0.32%+2813F-HRTimeline
Provident Investment Management, Inc.1,401$462K0.04%-66713F-HRTimeline
D.B. Root & Company, LLC1,397$461K0.11%-65313F-HRTimeline
Grey Ledge Advisors, LLC1,396$461K0.1%+12413F-HRTimeline
XXI WEALTH, LLC1,394$460K0.28%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,393$460K0.15%-54013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,390$459K0.02%-12013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,388$459K0.13%+613F-HRTimeline
Octavia Wealth Advisors, LLC1,387$458K0.04%+7813F-HRTimeline
AssuredPartners Investment Advisors, LLC1,387$458K0.07%+28213F-HRTimeline
MainStreet Investment Advisors LLC1,385$457K0.07%-2,16013F-HRTimeline
Lansing Street Advisors1,381$456K0.12%-44513F-HRTimeline
Diligent Investors, LLC1,379$455K0.11%-1913F-HRTimeline
ALKEME WEALTH, LLC1,377$455K0.19%+22713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,374$454K0.14%-46813F-HRTimeline
Midwest Financial Partners Investments,…1,374$454K0.25%13F-HRTimeline
MRP Capital Investments, LLC1,370$452K0.38%+47513F-HRTimeline
BG Investment Services, LLC1,368$452K0.4%-32413F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…1,367$451K0.21%+713F-HRTimeline
FIRST FINANCIAL CORP /IN/1,366$451K0.17%-3713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,365$451K0.06%013F-HRTimeline
BURR FINANCIAL SERVICES, LLC1,365$451K0.34%013F-HRTimeline
WATERS PARKERSON & CO., LLC1,364$450K0.02%+26413F-HRTimeline
Pinion Investment Advisors, LLC1,363$450K0.11%-2913F-HRTimeline
Range Advisory, LLC1,362$450K0.12%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,362$450K0.01%-9313F-HRTimelineGroup
BURNS J W & CO INC/NY1,362$450K0.05%+8113F-HRTimeline
Virtue Capital Management, LLC1,334$449K0.07%-3,82213F-HR/ATimeline
OPTIMIZE FINANCIAL INC.1,359$449K0.23%+1613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,357$448K0.03%+1213F-HRTimeline
FIRST MERCHANTS CORP1,357$448K0.02%-20013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…1,352$446K0.06%-1,58513F-HRTimelineGroup
Rosenberg Matthew Hamilton1,352$446K0.09%-713F-HRTimeline
BridgePort Financial Solutions, LLC1,351$446K0.12%-46613F-HRTimeline
BIRINYI ASSOCIATES INC1,350$446K0.11%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,351$446K0.04%-10913F-HRTimeline
WASHINGTON TRUST Co1,351$446K0.01%-11413F-HRTimeline
DV EQUITIES, LLC1,349$445K0.08%13F-HRTimeline
Vantus Wealth LLC1,347$445K0.33%13F-HRTimeline
Covestor Ltd1,345$444K0.23%-20913F-HRTimeline
First Western Trust Bank1,345$444K0.02%+3313F-HRTimeline
Lantz Financial LLC1,345$444K0.09%+713F-HRTimeline
Navis Wealth Advisors, LLC1,345$444K0.19%new13F-HRTimeline
AIRE ADVISORS, LLC1,345$444K0.08%-38713F-HRTimeline
Stiles Financial Services Inc1,344$444K0.14%+113F-HRTimeline
Tandem Investment Advisors, Inc.1,341$443K0.02%+45913F-HRTimeline
Asset Advisory Group, Inc.1,340$442K0.22%13F-HRTimeline
Marin Bay Wealth Advisors, LLC1,338$442K0.25%13F-HRTimeline
Prairiewood Capital, LLC1,336$441K0.14%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,332$440K0.08%-6813F-HRTimeline
Measured Wealth Private Client Group, L…1,331$439K0.12%-3913F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,325$437K0.35%+5013F-HRTimeline
Winthrop Advisory Group LLC1,322$437K0.04%-13113F-HR/ATimeline
Dynasty Wealth Management, LLC1,324$437K<0.01%+51813F-HRTimeline
Salomon & Ludwin, LLC1,278$437K0.04%-6513F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,322$436K0.11%-21713F-HRTimeline
Wealth Management Associates, Inc.1,320$436K0.15%+1613F-HRTimeline
AVISO WEALTH MANAGEMENT1,317$435K0.18%+25713F-HRTimeline
First Command Advisory Services, Inc.1,317$435K<0.01%+11713F-HRTimeline
Malaga Cove Capital, LLC1,316$434K0.15%new13F-HRTimeline
Asset Planning,Inc1,315$434K0.3%-54413F-HRTimeline
Bannerstone Capital Management, LLC1,314$434K0.42%13F-HRTimeline
Northside Capital Management, LLC1,313$433K0.04%-4,10613F-HRTimeline
TBH Global Asset Management, LLC1,313$433K0.07%+43013F-HRTimeline
RFP Financial Group LLC1,311$433K0.21%-27413F-HRTimeline
Eddie Patel Inc1,311$433K0.32%13F-HRTimeline
BLALOCK WILLIAMS, LLC1,308$432K0.35%-8813F-HRTimeline
Cypress Capital, LLC1,306$431K0.12%-8613F-HRTimeline
Merited Wealth, LLC1,304$430K0.4%13F-HRTimeline
PARK NATIONAL CORP /OH/1,304$430K0.01%013F-HRTimeline
Profit Investment Management, LLC1,304$430K1.74%-10113F-HRTimeline
Paragon Private Wealth Management, LLC1,299$429K0.13%+21213F-HRTimeline
Dala Group, LLC1,299$429K0.37%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,299$429K0.11%-4513F-HRTimeline
Tillman Hartley LLC1,299$429K0.11%+19413F-HRTimeline
PeakShares LLC1,299$429K0.42%13F-HRTimeline
Legacy Advisors, LLC1,298$428K0.05%+30613F-HRTimeline
Frazier Financial Advisors, LLC1,298$428K0.25%+44913F-HRTimeline
Brucke Financial, Inc.1,297$428K0.23%+11113F-HRTimeline
NavPoint Financial, Inc.1,294$427K0.18%013F-HRTimeline
STEPH & CO1,294$427K0.12%+65113F-HRTimeline
Heritage Wealth Management, Inc.1,294$427K0.12%+2113F-HRTimeline
IMZ Advisory Inc1,291$426K0.16%+4413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,289$426K0.06%-5,09413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,543$425K0.12%-34113F-HRTimeline
Elevate Capital Advisors, LLC1,284$424K0.28%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,277$421K0.14%+24913F-HRTimeline
XML Financial, LLC1,276$421K0.03%-13113F-HRTimeline
180 WEALTH ADVISORS, LLC1,275$421K0.05%+6813F-HRTimeline
Tailwinds Wealth, LLC1,271$420K0.45%13F-HRTimeline
Maple Capital Management, Inc.1,270$419K0.03%-29113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,269$419K0.19%-1513F-HRTimeline
Ionic Capital Management LLC1,268$419K0.41%new13F-HRTimeline
EWA, LLC1,265$418K0.1%+4113F-HRTimeline
Crescent Grove Advisors, LLC1,264$417K0.04%+213F-HRTimeline
Hamilton Capital, LLC1,258$415K0.02%13F-HRTimeline
Arcataur Capital Management LLC1,258$415K0.12%+513F-HRTimeline
One Wealth Advisors, LLC1,255$414K0.05%-29213F-HRTimeline
Fullerton Fund Management Co Ltd.1,255$414K0.02%new13F-HRTimeline
VestGen Investment Management1,253$414K0.23%+21613F-HRTimeline
Centerpoint Advisors, LLC1,252$413K0.13%-913F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,248$412K0.11%-39513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,248$412K0.05%-3613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,247$412K0.13%-2313F-HRTimeline
First City Capital Management, Inc.1,246$411K0.22%-7513F-HRTimeline
Quadrant Private Wealth Management, LLC1,246$411K0.07%+2613F-HRTimeline
TigerOak Management, L.L.C.1,245$411K0.13%-10713F-HRTimeline
Successful Portfolios LLC1,194$411K0.21%+3013F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,242$410K0.07%+10713F-HRTimeline
DDFG, Inc1,238$409K0.09%-913F-HRTimeline
Quad-Cities Investment Group, LLC1,236$408K0.17%+713F-HRTimeline
Verum Partners LLC1,236$408K0.08%-43813F-HRTimeline
Ullmann Wealth Partners Group, LLC1,192$407K0.04%+1213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,233$407K0.03%+15713F-HR/ATimeline
A4 Wealth Advisors LLC1,232$407K0.35%-85013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,231$406K0.07%-22913F-HRTimeline
E-Wealth Partners, LLC1,228$405K0.34%13F-HRTimeline
High Net Worth Advisory Group LLC1,227$405K0.09%+10113F-HRTimeline
McElhenny Sheffield Capital Management,…1,228$405K0.1%+2513F-HRTimeline
ODonnell Financial Services, LLC1,224$404K0.14%-11713F-HRTimeline
Cynosure Group, LLC1,220$403K0.04%-27413F-HRTimeline
Aspetuck Financial Management LLC1,219$402K0.27%013F-HRTimeline
Fortress Financial Solutions, LLC1,219$402K0.41%+8213F-HRTimeline
Athena Wealth Management, LLC1,217$402K0.39%13F-HRTimeline
Atwater Malick LLC1,215$401K0.11%+1413F-HRTimeline
INVENIO WEALTH PARTNERS LLC1,215$401K0.15%-38413F-HRTimeline
Legacy Edge Advisors, LLC1,214$401K0.04%-1913F-HRTimeline
King Wealth Management Group1,213$400K0.05%-5013F-HRTimeline
Emerald Advisors, LLC1,211$400K0.05%+19513F-HRTimeline
SRH ADVISORS, LLC1,210$400K0.12%+21813F-HRTimeline
Beirne Wealth Consulting Services, LLC1,208$399K0.12%-5,39313F-HRTimeline
Leo Wealth, LLC1,204$398K0.03%+14013F-HRTimeline
Arista Wealth Management, LLC1,204$397K0.05%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,203$397K0.12%-13713F-HRTimeline
Compass Wealth Management, LLC/GA1,200$396K0.16%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,199$396K0.01%-2013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC1,197$395K<0.01%-28613F-HRTimeline
AGH Wealth Advisors, LLC1,197$395K0.3%-40013F-HRTimeline
Granite Bay Wealth Management, LLC1,197$395K0.1%new13F-HRTimeline
Persium Advisors, LLC1,196$395K0.29%-98213F-HRTimeline
Werba Rubin Papier Wealth Management1,195$395K0.11%+36813F-HRTimeline
Omnia Family Wealth, LLC1,188$392K0.12%+2413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,189$392K0.05%+713F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,186$392K0.04%+2213F-HRTimeline
Caerus Investment Advisors, LLC1,187$392K0.13%-48213F-HRTimeline
MEMBERS WEALTH LLC1,112$391K0.24%-95813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,184$391K0.14%+66913F-HRTimeline
Wealth Science Advisors LLC1,182$390K0.23%13F-HRTimeline
Investors Research Corp1,180$390K0.07%-1613F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,179$389K0.05%-51613F-HRTimeline
WealthPLAN Partners, LLC1,178$389K0.06%new13F-HRTimeline
Oasis Advisors, LLC1,177$388K0.21%13F-HRTimeline
Armbruster Capital Management, Inc.1,175$388K0.07%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,175$388K0.12%-2513F-HRTimeline
Karras Company, Inc.1,175$388K0.38%13F-HRTimeline
Center for Financial Planning, Inc.1,174$388K0.04%-23713F-HRTimeline
McKinley Carter Wealth Services, Inc.1,171$386K0.02%-55313F-HRTimeline
MN Wealth Advisors, LLC1,165$385K0.19%+7013F-HRTimeline
Commonwealth Financial Services, LLC1,163$384K0.06%-12613F-HRTimeline
Charter Oak Capital Management, LLC1,162$384K0.03%-11013F-HRTimeline
Worth Asset Management, LLC1,162$384K0.16%-6513F-HRTimeline
Northern Financial Advisors Inc1,162$384K0.44%-63713F-HRTimeline