UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers: 3,326
13F filers: 3,395
New: 483
Added: 1,312
Reduced: 1,269
Sold out: 141
Shares held by filers: 785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
NewSquare Capital LLC	1,019	$424K	0.03%	+222	13F-HR Timeline
Wealthquest Corp	1,019	$424K	0.03%	new	13F-HR Timeline
Legacy Edge Advisors, LLC	1,018	$423K	0.04%	0	13F-HR/A Timeline
ADVISORS MANAGEMENT GROUP INC /ADV	1,018	$423K	0.07%	0	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	1,016	$422K	0.3%	-50	13F-HR Timeline
Sterling Investment Counsel, LLC	1,015	$422K	0.1%	-186	13F-HR Timeline
Torrey Growth & Income Advisors	1,004	$419K	0.14%	-2,652	13F-HR Timeline
BlackDiamond Wealth Management, LLC	1,023	$418K	0.17%	-288	13F-HR Timeline
Impact Partnership Wealth, LLC	1,005	$418K	0.04%	-1,446	13F-HR Timeline
JMN Financial LLC	1,003	$417K	0.32%	new	13F-HR Timeline
TOP Private Wealth LLC.	1,003	$417K	0.4%		13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	1,003	$417K	0.04%	new	13F-HR Timeline
Left Brain Wealth Management, LLC	1,002	$416K	0.13%	new	13F-HR Timeline
Fortis Capital Advisors, LLC	1,001	$416K	0.05%	new	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	1,000	$416K	<0.01%	0	13F-HR Timeline Group
SkyView Investment Advisors, LLC	1,000	$416K	0.33%	-2,719	13F-HR Timeline
Elser Financial Planning, Inc	1,000	$416K	0.02%	+149	13F-HR Timeline
PIAR LLC	1,000	$416K	0.26%	new	13F-HR Timeline
McMillan Office, Inc.	1,000	$416K	0.05%	0	13F-HR Timeline
AtlasMark Financial, Inc	1,000	$416K	0.2%	0	13F-HR Timeline
Veracity Capital LLC	999	$415K	0.11%	+170	13F-HR Timeline
Integrated Investment Consultants, LLC	999	$415K	0.08%	+23	13F-HR Timeline
Bedel Financial Consulting, Inc.	996	$414K	0.04%	-35	13F-HR Timeline
Trinity Legacy Partners, LLC	976	$413K	0.08%	new	13F-HR Timeline
Dynasty Wealth Management, LLC	994	$413K	<0.01%	-547	13F-HR Timeline
Asset Management Group, Inc.	994	$413K	0.06%	-198	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	992	$412K	0.09%	-17	13F-HR Timeline
Sunburst Financial Group, LLC	992	$412K	0.07%	-4	13F-HR Timeline
Keyes, Stange & Wooten Wealth Managemen…	991	$412K	0.16%	+35	13F-HR Timeline
AMARILLO NATIONAL BANK	990	$411K	0.07%	0	13F-HR Timeline
Auxano Advisors, LLC	987	$410K	0.08%	+94	13F-HR Timeline
Midwest Financial Group LLC	985	$410K	0.14%	+4	13F-HR Timeline
HFR Wealth Management, LLC	985	$409K	0.1%	-105	13F-HR Timeline
Palmer Knight Co	985	$409K	0.16%	0	13F-HR Timeline
Guardian Capital, LLC	984	$409K	0.33%	-248	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	983	$408K	0.04%	+170	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	982	$408K	0.05%	+212	13F-HR/A Timeline
FOUNDERS CAPITAL MANAGEMENT, LLC	982	$408K	0.06%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	980	$407K	0.04%	-84	13F-HR Timeline
Capital Markets Trading UK LLP	979	$407K	0.29%	-137	13F-HR Timeline
Kaizen Financial Strategies	953	$406K	0.16%	+92	13F-HR Timeline
Cornerstone Financial Management LLC	974	$405K	0.32%	+62	13F-HR/A Timeline
Buck Wealth Strategies, LLC	974	$405K	0.04%	-46,604	13F-HR Timeline
Wealth Advisory Solutions, LLC	973	$404K	0.08%	+153	13F-HR Timeline
River Wealth Advisors LLC	972	$404K	0.04%	-2	13F-HR/A Timeline
Teza Capital Management LLC	970	$403K	0.78%	-239	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	970	$403K	0.24%	+3	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	966	$401K	0.27%	+50	13F-HR Timeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…	965	$401K	0.1%	+61	13F-HR Timeline
Disciplined Investors, L.L.C.	963	$400K	0.2%	-186	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	962	$400K	0.01%	-56	13F-HR Timeline Group
Avail Investment Partners, LLC	962	$400K	0.31%	new	13F-HR Timeline
BIRCH FINANCIAL GROUP, LLC	961	$400K	0.21%	-101	13F-HR Timeline
CM WEALTH ADVISORS LLC	961	$399K	0.07%	+173	13F-HR Timeline
SAGE RHINO CAPITAL LLC	961	$399K	0.07%	+42	13F-HR Timeline
Hofer & Associates. Inc	959	$399K	0.19%	+191	13F-HR Timeline
Hoxton Planning & Management, LLC	959	$399K	0.1%	+182	13F-HR Timeline
RDA Financial Network	958	$398K	0.09%	-5	13F-HR Timeline
AFFINITY INVESTMENT ADVISORS, LLC	955	$397K	0.2%	-36	13F-HR Timeline
HILL ISLAND FINANCIAL LLC	954	$397K	0.08%	new	13F-HR Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC	952	$396K	0.06%	+17	13F-HR Timeline
Randall & Associates Wealth Management	948	$394K	0.24%	new	13F-HR Timeline
VAN STRUM & TOWNE INC.	945	$393K	0.11%	0	13F-HR Timeline
HEARTLAND ADVISORS INC	945	$393K	0.02%	0	13F-HR Timeline
United Community Bankin group United Community Bank	945	$393K	0.12%	-268	13F-HR Timeline Group
Monument Capital Management	944	$393K	0.08%	new	13F-HR Timeline
First Heartland Consultants, Inc.	944	$392K	0.03%	+35	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	943	$392K	0.01%	new	13F-HR Timeline
Fortitude Advisory Group L.L.C.	942	$392K	0.15%	-99	13F-HR Timeline
Bridgefront Capital, LLC	939	$390K	0.1%	-2,370	13F-HR Timeline
RETIREMENT GUYS FORMULA LLC	937	$389K	0.15%	-82	13F-HR Timeline
Intellus Advisors LLC	934	$388K	0.05%	-121	13F-HR Timeline
Covestor Ltd	933	$388K	0.22%	-5	13F-HR Timeline
Global Financial Private Client, LLC	933	$388K	0.11%	+102	13F-HR Timeline
Miller Financial Services LLC	931	$387K	0.31%	-10	13F-HR Timeline
Tillman Hartley LLC	930	$387K	0.09%	0	13F-HR Timeline
EJMK Ventures LLC	928	$386K	0.18%	new	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	928	$386K	0.06%	+6	13F-HR Timeline
Coyle Financial Counsel LLC	926	$385K	0.07%	+182	13F-HR Timeline
Washington Trust Advisors, Inc.	924	$384K	0.03%	+8	13F-HR Timeline
KRS Capital Management, LLC	923	$384K	0.18%	+1	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	923	$383K	0.1%	-459	13F-HR Timeline
Silvant Capital Management LLC	921	$383K	0.01%	0	13F-HR Timeline
BLALOCK WILLIAMS, LLC	921	$383K	0.25%	+9	13F-HR Timeline
denkapparat Operations GmbH	920	$382K	0.12%	new	13F-HR Timeline
Benin Management CORP	919	$382K	0.08%	-24	13F-HR Timeline
Karras Company, Inc.	918	$382K	0.35%	-33	13F-HR Timeline
Lafayette Investments, Inc.	918	$382K	0.07%	0	13F-HR Timeline
Cordoba Advisory Partners LLC	915	$381K	0.08%	new	13F-HR Timeline
Mosley Wealth Management	916	$381K	0.12%	-401	13F-HR Timeline
Compass Ion Advisors, LLC	914	$380K	0.03%	-22	13F-HR Timeline
GSG Advisors LLC	910	$378K	0.08%	+88	13F-HR Timeline
Salomon & Ludwin, LLC	886	$378K	0.03%	-382	13F-HR Timeline
Bernardo Wealth Planning LLC	907	$377K	0.06%	new	13F-HR Timeline
TAGStone Capital, Inc.	906	$377K	0.12%	+21	13F-HR Timeline
Spectrum Planning & Advisory Services I…	904	$376K	0.17%	-840	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	904	$376K	0.05%	-49	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	901	$374K	0.02%	0	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	900	$374K	0.15%	new	13F-HR Timeline
TBH Global Asset Management, LLC	900	$374K	0.07%	-83	13F-HR Timeline
Koss-Olinger Consulting, LLC	898	$373K	0.03%	-98	13F-HR Timeline
Simmons Bankin group Simmons Bank	898	$373K	0.02%	-657	13F-HR Timeline Group
GREENUP STREET WEALTH MANAGEMENT LLC	897	$373K	0.05%	new	13F-HR Timeline
Xcelsior Advisor Partners LLC	896	$373K	0.05%	new	13F-HR Timeline
BETO FINANCIAL GROUP, LLC	883	$372K	0.2%	+26	13F-HR Timeline
Merited Wealth, LLC	894	$372K	0.26%	-93	13F-HR Timeline
Evanson Financial, LLC	893	$371K	0.02%		13F-HR Timeline
Capital Advisors Wealth Management, LLC	891	$370K	0.04%	+94	13F-HR Timeline
Destination Wealth Management	891	$370K	0.01%	+56	13F-HR Timeline
NIXON PEABODY TRUST CO	890	$370K	0.03%	-244	13F-HR Timeline
Strata Wealth Advisors, LLC	888	$369K	0.09%	new	13F-HR Timeline
Synergy Financial Group, LTD	887	$369K	0.27%	+27	13F-HR Timeline
Cheviot Value Management, LLC	886	$368K	0.04%	0	13F-HR Timeline
Ark Wealth Advisors LLC	886	$368K	0.33%	new	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	885	$368K	0.09%	-48	13F-HR Timeline
Ramiah Investment Group	884	$367K	0.28%	new	13F-HR Timeline
Chicago Capital, LLC	884	$367K	0.01%	-159	13F-HR Timeline
New England Capital Financial Advisors …	884	$367K	0.09%	-43	13F-HR Timeline
Summit Place Financial Advisors, LLC	882	$367K	0.16%	0	13F-HR Timeline
Acumen Wealth Advisors, LLC	882	$367K	0.08%	-10,373	13F-HR Timeline
Towerpoint Wealth, LLC	881	$366K	0.13%	new	13F-HR Timeline
Echo Wealth Management, LLC	880	$366K	0.19%	-658	13F-HR Timeline
Omnia Family Wealth, LLC	878	$365K	0.1%	+127	13F-HR Timeline
Black Diamond Financial, LLC	875	$364K	0.03%	-109	13F-HR Timeline
IFC & Insurance Marketing, Inc.	875	$364K	0.32%	+34	13F-HR Timeline
Canvas Wealth Advisors, LLC	874	$363K	0.05%	new	13F-HR Timeline
MOTIVE WEALTH ADVISORS	872	$362K	0.15%	+86	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	872	$362K	0.14%	-10	13F-HR Timeline
Pasadena Private Wealth, LLC	870	$362K	0.05%	-52	13F-HR Timeline
SummitTX Capital, L.P.	870	$362K	0.01%	-479	13F-HR Timeline
Eurizon SLJ Capital Ltd	870	$362K	0.13%	0	13F-HR Timeline
Marotta Asset Management	846	$361K	0.06%	-157	13F-HR Timeline
Financial & Tax Architects, LLC	868	$361K	0.08%	-46	13F-HR Timeline
Rossby Financial, LCC	868	$361K	0.07%	-131	13F-HR Timeline
Net Worth Advisory Group	866	$360K	0.09%	-177	13F-HR Timeline
Fourth Dimension Wealth, LLC	865	$360K	0.11%	+698	13F-HR Timeline
Copper Harbor Investment Advisors, LLC	865	$359K	0.08%		13F-HR Timeline
Avion Wealth	866	$359K	0.07%	+65	13F-HR Timeline
Capstone Financial Advisors, Inc.	860	$357K	0.02%	+5	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	860	$357K	0.09%	+4	13F-HR Timeline
Atlas Brown,Inc.	860	$357K	0.1%	-6	13F-HR Timeline
JENSEN INVESTMENT MANAGEMENT INC	859	$357K	0.01%	-632	13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	860	$357K	0.01%	0	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	857	$356K	0.03%	-492	13F-HR Timeline
LFG Wealth Partners, LLC	853	$355K	0.17%	+27	13F-HR Timeline
Red Wave Investments LLC	853	$355K	0.09%	-56	13F-HR Timeline
Runnymede Capital Advisors, Inc.	852	$354K	0.21%	0	13F-HR Timeline
Vilga Financial Planning LLC	852	$354K	0.27%	+88	13F-HR Timeline
Northern Capital Management, Inc.	849	$353K	0.15%	-1	13F-HR/A Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	849	$353K	0.12%	-157	13F-HR Timeline
Lifestyle Asset Management, Inc.	846	$352K	0.09%	+31	13F-HR Timeline
Traveka Wealth, LLC	844	$351K	0.12%	new	13F-HR Timeline
Capstone Wealth Management, LLC	844	$351K	0.16%	new	13F-HR Timeline
Stronghold Wealth Management L.L.C.	844	$351K	0.47%	-3	13F-HR Timeline
Beacon Financial Advisory LLC	843	$350K	0.07%	+89	13F-HR Timeline
Cairn Investment Group, Inc.	841	$350K	0.15%	0	13F-HR Timeline
ADKINS SEALE CAPITAL MANAGEMENT LLC	842	$350K	0.31%	0	13F-HR Timeline
WEBSTER BANK, N. A.	840	$349K	0.03%	+141	13F-HR Timeline
INVICTUS PRIVATE WEALTH, LLC	838	$348K	0.02%	+5	13F-HR Timeline
Odyssean, LLC	838	$348K	0.06%	0	13F-HR Timeline
Lavaca Capital LLC	837	$348K	0.04%	0	13F-HR Timeline
WATERS PARKERSON & CO., LLC	836	$347K	0.02%	0	13F-HR Timeline
PMV Capital Advisers, LLC	835	$347K	0.52%	0	13F-HR Timeline
PALISADE CAPITAL MANAGEMENT, LP	832	$346K	0.02%	-52	13F-HR Timeline
SMITH SHELLNUT WILSON LLC /ADV	831	$345K	0.13%	new	13F-HR Timeline
WJ Financial Advisors LLC	831	$345K	0.25%	-2	13F-HR Timeline
Stillwater Capital Advisors, LLC	830	$345K	0.04%	-101	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	825	$343K	0.07%	+4	13F-HR Timeline
Delaney Dennis R	825	$343K	0.11%	-2,155	13F-HR Timeline
Marin Bay Wealth Advisors, LLC	824	$343K	0.18%	-1,063	13F-HR/A Timeline
Clean Yield Group	824	$342K	0.08%	-80	13F-HR Timeline
Crown Wealth Group, LLC	822	$342K	0.09%	new	13F-HR Timeline
Nicholas Wealth, LLC.	821	$341K	0.19%	new	13F-HR Timeline
Maple Capital Management, Inc.	821	$341K	0.02%	+30	13F-HR Timeline
Financial Council, LLC	820	$341K	0.11%	0	13F-HR Timeline
Miller Global Investments, LLC	819	$340K	0.28%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	801	$340K	0.02%	-134	13F-HR Timeline
Allied Private Wealth LLC	799	$340K	0.22%		13F-HR Timeline
TigerOak Management, L.L.C.	815	$339K	0.1%	-26	13F-HR Timeline
jvl associates llc	814	$338K	0.1%	new	13F-HR Timeline
CRUX WEALTH ADVISORS	813	$338K	0.12%	-7	13F-HR Timeline
Whetstone Capital Advisors, LLC	811	$337K	0.09%	-77	13F-HR Timeline
ETF Portfolio Partners, Inc.	811	$337K	0.08%	0	13F-HR Timeline
MTM Investment Management, LLC	810	$337K	0.1%	0	13F-HR Timeline
CGN Advisors LLC	809	$336K	0.02%	-37	13F-HR Timeline
Bruce G. Allen Investments, LLC	808	$336K	0.21%	-21	13F-HR Timeline
SOA Wealth Advisors, LLC.	807	$335K	0.06%	+159	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	807	$335K	0.03%	-30	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	802	$333K	0.02%	+29	13F-HR Timeline
New World Advisors LLC	800	$333K	0.06%	new	13F-HR Timeline
Shulman DeMeo Asset Management LLC	799	$332K	0.06%	-92	13F-HR Timeline
PEOPLES BANK /OH	799	$332K	0.17%	new	13F-HR Timeline
Raleigh Capital Management Inc.	798	$332K	0.11%	-8	13F-HR Timeline
Arbor Investment Advisors, LLC	797	$331K	0.04%	0	13F-HR Timeline
ARVEST INVESTMENTS, INC.	797	$331K	0.04%	new	13F-HR Timeline
Holistic Financial Partners	795	$331K	0.2%	-363	13F-HR Timeline
Bill Few Associates, Inc.	795	$330K	0.07%	+1	13F-HR Timeline
Granger Management LLC	793	$330K	0.1%	new	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	792	$329K	0.05%	-242	13F-HR Timeline
Integris Wealth Management, LLC	791	$329K	0.07%	new	13F-HR Timeline