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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Dickmeyer Boyce Financial Management, I…1,341$363K0.21%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,338$362K0.11%-3613F-HRTimeline
BG Investment Services, LLC1,337$362K0.3%-3113F-HRTimeline
Prairiewood Capital, LLC1,337$362K0.1%+113F-HRTimeline
Sierra Legacy Group1,335$361K0.28%-1,60913F-HRTimeline
XXI WEALTH, LLC1,335$361K0.2%-5913F-HRTimeline
Regent Peak Wealth Advisors LLC1,335$361K0.07%-20013F-HRTimeline
Brucke Financial, Inc.1,334$361K0.18%+3713F-HRTimeline
Frazier Financial Advisors, LLC1,333$361K0.2%+3513F-HRTimeline
Measured Wealth Private Client Group, L…1,331$360K0.1%013F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,325$359K0.3%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,325$359K0.05%-4013F-HRTimeline
Wealth Management Associates, Inc.1,324$358K0.12%+413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,322$358K0.02%-3513F-HRTimeline
VeraBank, N.A.1,320$357K0.07%-22213F-HRTimeline
Octavia Wealth Advisors, LLC1,319$357K0.03%-6813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,316$356K0.09%+1713F-HRTimeline
SmartHarvest Portfolios, LLC1,315$356K0.15%-1,53913F-HRTimeline
CNB Bank1,315$356K0.15%-24913F-HRTimeline
Members Trust Co1,315$356K0.01%-12113F-HRTimeline
Quadrant Private Wealth Management, LLC1,314$356K0.06%+6813F-HRTimeline
Strategic Wealth Partners, Ltd.1,314$355K0.02%-20613F-HRTimeline
Northside Capital Management, LLC1,313$355K0.03%013F-HRTimeline
Bannerstone Capital Management, LLC1,313$355K0.33%-113F-HRTimeline
BlackDiamond Wealth Management, LLC1,311$355K0.17%+4313F-HRTimeline
DT Investment Partners, LLC1,310$354K0.03%-11313F-HRTimeline
STEPH & CO1,306$353K0.1%+1213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,303$353K<0.01%-5,93713F-HRTimelineGroup
McElhenny Sheffield Capital Management,…1,303$353K0.09%+7513F-HRTimeline
Salomon & Ludwin, LLC1,268$352K0.03%-1013F-HRTimeline
Lantz Financial LLC1,299$351K0.07%-4613F-HRTimeline
44 WEALTH MANAGEMENT LLC1,298$351K0.12%-43213F-HRTimeline
Lansing Street Advisors1,297$351K0.09%-8413F-HRTimeline
Cypress Capital, LLC1,296$351K0.1%-1013F-HRTimeline
NavPoint Financial, Inc.1,295$350K0.14%+113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,293$350K0.03%-18913F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC1,291$349K0.02%-14313F-HRTimeline
Emerald Advisors, LLC1,287$348K0.04%+7613F-HRTimeline
COZAD ASSET MANAGEMENT INC1,287$348K0.03%+66813F-HRTimeline
Werba Rubin Papier Wealth Management1,285$348K0.05%+9013F-HRTimeline
LeConte Wealth Management, LLC1,280$346K0.22%-12713F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,279$346K0.17%-15,32113F-HRTimeline
Arcataur Capital Management LLC1,278$346K0.1%+2013F-HRTimeline
Investment Research Partners LLC1,276$345K0.14%-23313F-HRTimeline
Faithward Advisors, LLC1,275$345K0.05%-25713F-HRTimeline
PW Nova Financial Services LLC1,275$345K0.09%+57113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,275$345K0.11%-213F-HRTimeline
VestGen Investment Management1,266$343K0.19%+1313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,264$342K0.15%-513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,258$340K<0.01%-86,79513F-HRTimelineGroup
IMZ Advisory Inc1,254$339K0.13%-3713F-HRTimeline
Custos Family Office, LLC1,251$339K0.23%+21013F-HRTimeline
Game Creek Capital, LP1,250$338K0.13%-14,55013F-HRTimeline
Worth Asset Management, LLC1,249$338K0.13%+8713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,248$338K0.1%+113F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,248$338K0.04%+6913F-HRTimeline
Elyxium Wealth, LLC1,246$337K0.11%-34013F-HRTimeline
Centerpoint Advisors, LLC1,247$337K0.11%-513F-HRTimeline
Sage Investment Advisers LLC1,230$337K0.25%-38913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,244$337K0.11%+6913F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,243$336K0.05%+79013F-HRTimeline
Flatrock Wealth Partners LLC1,239$335K0.15%+13613F-HRTimeline
E-Wealth Partners, LLC1,238$335K0.27%+1013F-HRTimeline
DDFG, Inc1,238$335K0.07%013F-HRTimeline
Asset Advisory Group, Inc.1,235$334K0.17%-10513F-HRTimeline
Heck Capital Advisors, LLC1,234$334K0.02%-35513F-HRTimeline
Guardian Capital, LLC1,232$333K0.32%-2,56513F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA1,232$333K0.02%+51313F-HRTimeline
Tailwinds Wealth, LLC1,228$332K0.81%-4313F-HRTimeline
ODonnell Financial Services, LLC1,224$331K0.11%013F-HRTimeline
Waldron Private Wealth LLC1,223$331K0.01%-25413F-HRTimeline
Trilogy Capital Inc.1,221$330K0.01%+41113F-HRTimeline
AtlasMark Financial, Inc1,000$330K0.21%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,220$330K0.23%+5913F-HRTimeline
Rollins Financial Advisors, LLC1,219$330K0.05%+50413F-HRTimeline
Aspetuck Financial Management LLC1,219$330K0.23%013F-HRTimeline
Heritage Wealth Management, Inc.1,216$329K0.16%-7813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,213$329K0.09%-17513F-HRTimeline
W.H. Cornerstone Investments Inc.1,214$329K0.21%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,213$328K0.17%+7613F-HRTimeline
United Community Bankin group United Community Bank1,213$328K0.11%+19513F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC1,211$328K0.05%-3113F-HRTimeline
Teza Capital Management LLC1,209$327K1.2%+24513F-HRTimeline
GDS Wealth Management1,206$326K0.02%-37,81813F-HRTimeline
waypoint wealth counsel1,205$326K0.17%-60213F-HRTimeline
N.E.W. Advisory Services LLC1,204$326K0.02%-86513F-HRTimeline
Investors Research Corp1,203$326K0.06%+2313F-HRTimeline
SRH ADVISORS, LLC1,201$325K0.09%-913F-HRTimeline
Sterling Investment Counsel, LLC1,201$325K0.09%-7313F-HRTimeline
Beirne Wealth Consulting Services, LLC1,199$324K0.09%-913F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,197$324K0.01%-213F-HRTimeline
Fortress Financial Solutions, LLC1,192$323K0.34%-2713F-HRTimeline
Asset Management Group, Inc.1,192$322K0.05%+12113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,191$322K0.02%-19913F-HRTimeline
Stonekeep Investments, LLC1,190$322K0.21%+36313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,189$322K0.04%013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,186$321K0.04%013F-HRTimeline
Oxinas Partners, LLC1,185$321K0.15%+10013F-HRTimeline
Ullmann Wealth Partners Group, LLC1,184$320K0.03%-813F-HRTimeline
King Wealth Management Group1,183$320K0.04%-3013F-HRTimeline
DUNCKER STREETT & CO INC1,181$320K0.06%-55313F-HRTimeline
Aldebaran Financial Inc.1,180$319K0.3%+12513F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC1,180$319K0.08%13F-HRTimeline
Opus Capital Group, LLC1,178$319K0.03%+45113F-HRTimeline
Armbruster Capital Management, Inc.1,175$318K0.05%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,174$318K0.03%+7513F-HRTimeline
Krane Funds Advisors LLC1,124$317K0.01%new13F-HRTimeline
BETO FINANCIAL GROUP, LLC857$317K0.19%+1813F-HRTimeline
MN Wealth Advisors, LLC1,161$314K0.15%-413F-HRTimeline
Evelyn Partners Investment Management (…1,161$314K0.11%-2,22513F-HRTimeline
Balance Wealth Partners LLC1,159$314K0.1%+1213F-HRTimeline
Holistic Financial Partners1,158$313K0.12%-25613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,157$313K0.02%-61713F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)1,156$313K0.01%-350,00513F-HRTimeline
BURNS J W & CO INC/NY1,150$311K0.04%-21213F-HRTimeline
Disciplined Investors, L.L.C.1,149$311K0.19%+9913F-HRTimeline
EWA, LLC1,144$310K0.07%-12113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,143$309K0.13%+11213F-HRTimeline
BCK Partners, Inc.1,142$309K0.17%013F-HRTimeline
CCM INVESTMENT ADVISERS LLC1,141$309K0.03%-27913F-HRTimeline
Gibbs Wealth Management1,139$308K0.04%new13F-HRTimeline
D.B. Root & Company, LLC1,139$308K0.07%-25813F-HRTimeline
Bouchey Financial Group, Ltd.1,003$308K0.02%+913F-HRTimeline
NIXON PEABODY TRUST CO1,134$307K0.02%+39613F-HRTimeline
Per Stirling Capital Management, LLC.1,133$307K0.03%+113F-HRTimeline
Successful Portfolios LLC1,153$306K0.17%-4113F-HRTimeline
Byrne Asset Management LLC1,130$306K0.18%-28313F-HRTimeline
ALTFEST L J & CO INC1,125$305K0.03%-59613F-HRTimeline
Wealthspire Retirement, LLC1,122$304K0.02%+2013F-HRTimeline
Navalign, LLC1,121$303K0.08%-2813F-HRTimeline
Southland Equity Partners LLC1,121$303K0.06%+16113F-HRTimeline
AIRE ADVISORS, LLC1,118$302K0.06%-22713F-HRTimeline
Capital Markets Trading UK LLP1,116$302K0.27%new13F-HRTimeline
DILLON & ASSOCIATES INC1,113$302K0.04%013F-HRTimeline
New Covenant Trust Company, N.A.1,116$302K0.27%+8713F-HRTimeline
BALLAST ADVISORS LLC1,114$301K0.09%-2813F-HR/ATimeline
Planning Center, Inc.1,112$301K0.03%+813F-HRTimeline
Charter Oak Capital Management, LLC1,112$301K0.02%-5013F-HRTimeline
Atlas Wealth LLC1,110$300K0.09%013F-HR/ATimeline
RFP Financial Group LLC1,109$300K0.16%-20213F-HRTimeline
Ionic Capital Management LLC1,109$300K0.25%-15913F-HRTimeline
Granite Bay Wealth Management, LLC1,107$300K0.06%-9013F-HRTimeline
GFG Capital, LLC1,103$298K0.1%new13F-HRTimeline
Olistico Wealth, LLC1,096$297K0.15%+49013F-HRTimeline
Values Added Financial LLC1,096$297K0.12%+2413F-HRTimeline
FINANCIAL CONSULATE, INC1,094$296K0.04%+1913F-HRTimeline
Clifford Group, LLC1,092$296K0.23%+13413F-HRTimeline
Destiny Wealth Partners, LLC1,090$295K0.03%+39113F-HRTimeline
HFR Wealth Management, LLC1,090$295K0.07%013F-HRTimeline
O'ROURKE & COMPANY, Inc1,088$294K0.12%+29113F-HRTimeline
Golden Reserve Retirement LLC1,087$294K0.06%+813F-HRTimeline
Legacy Advisors, LLC1,087$294K0.03%-21113F-HRTimeline
Foster Victor Wealth Advisors, LLC935$294K0.02%+15813F-HRTimeline
Curated Wealth Partners LLC1,086$294K0.04%+27113F-HRTimeline
Tannin Capital LLC1,086$294K0.21%+3313F-HRTimeline
Cypress Wealth Services, LLC1,082$293K0.04%-70113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,081$293K0.07%+2813F-HRTimeline
Allen Capital Group, LLC1,080$292K0.03%-19,67913F-HRTimeline
One River Asset Management, LLC1,078$292K0.99%-12,98513F-HRTimeline
Winter & Associates, Inc.1,036$291K0.26%-1613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,077$291K0.01%+65113F-HRTimelineGroup
Quantum Financial Advisors, LLC1,074$291K0.03%+1713F-HRTimeline
North Forty Two & Co.1,074$291K0.27%-713F-HRTimeline
Caitlin John, LLC1,071$290K0.17%+713F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,070$289K0.05%+30013F-HRTimeline
Avise Financial Cooperative, Inc.1,067$289K0.24%+3213F-HRTimeline
Provident Wealth Management, LLC1,066$288K0.09%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC1,066$288K0.23%+6513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,064$288K0.03%+5013F-HRTimeline
Core Alternative Capital1,062$287K0.08%-1413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,062$287K0.17%-65013F-HRTimeline
Moran Wealth Management, LLC1,055$285K0.01%-4713F-HRTimeline
Intellus Advisors LLC1,055$285K0.04%-56613F-HRTimeline
FDx Advisors, Inc.1,055$285K0.09%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,052$285K0.11%+18913F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…1,050$284K0.55%013F-HRTimeline
Palisades Hudson Asset Management, L.P.1,047$284K0.11%013F-HRTimeline
Altiora Financial Group, LLC1,049$284K0.05%+1113F-HRTimeline
Quad-Cities Investment Group, LLC1,044$282K0.11%-19213F-HRTimeline
Net Worth Advisory Group1,043$282K0.06%-9413F-HRTimeline
Chicago Capital, LLC1,043$282K0.01%+5213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,042$282K0.02%-7213F-HRTimeline
Fortitude Advisory Group L.L.C.1,041$282K0.13%-1513F-HRTimeline
Daner Wealth Management, LLC710$282K0.17%new13F-HRTimeline
Strategic Investment Advisors / MI1,038$281K0.02%+42913F-HRTimeline
Larry Mathis Financial Planning, LLC1,037$281K0.25%-7013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,034$280K0.05%-19713F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,032$279K0.17%-813F-HRTimeline
Bedel Financial Consulting, Inc.1,031$279K0.03%-6813F-HRTimeline
AA Financial Advisors, LLC1,029$278K0.04%-2,01513F-HRTimeline
SWP FINANCIAL LLC1,026$278K0.14%013F-HRTimeline
Wealth Forward, LLC1,025$277K0.16%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,020$276K0.13%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,019$276K0.13%-5,00613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,018$276K0.01%-34413F-HRTimelineGroup
Legacy Edge Advisors, LLC1,018$275K0.03%-19613F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,017$275K0.2%+813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,018$275K0.05%013F-HRTimeline
Marotta Asset Management1,003$275K0.05%-213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,014$274K0.02%+10713F-HRTimeline