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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Mosley Wealth Management1,400$753K0.47%+12113F-HRTimeline
Five Oceans Advisors1,489$753K0.35%-27613F-HRTimeline
Marotta Asset Management1,492$753K0.16%013F-HRTimeline
CLG LLC1,485$751K0.27%13F-HRTimeline
Lifeworks Advisors, LLC1,485$751K0.14%+3913F-HRTimeline
Permanens Capital L.P.1,484$751K0.14%013F-HRTimeline
Baker Avenue Asset Management, LP1,480$749K0.02%-17913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC1,480$749K0.06%013F-HRTimeline
Clifford Group, LLC1,479$748K0.57%+1013F-HRTimeline
KRS Capital Management, LLC1,479$748K0.53%-10913F-HRTimeline
Parkside Investments, LLC1,477$747K0.11%+7813F-HRTimeline
Buska Wealth Management, LLC1,471$744K0.24%+15613F-HRTimeline
ODonnell Financial Services, LLC1,316$743K0.31%-12013F-HRTimeline
GERBER, LLC1,463$740K0.54%013F-HRTimeline
GKV Capital Management Co., Inc.1,460$739K0.3%13F-HRTimeline
STEPH & CO1,459$738K0.25%-3713F-HRTimeline
LaFleur & Godfrey LLC1,456$737K0.1%-2,90113F-HR/ATimeline
FFT WEALTH MANAGEMENT LLC1,456$736K0.06%+16813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,450$734K0.28%-5813F-HRTimeline
Summa Corp.1,450$733K0.36%-4713F-HRTimeline
Hudson Value Partners, LLC1,446$732K0.27%+37713F-HRTimeline
General Partner, Inc.1,446$731K0.44%013F-HRTimeline
Permanent Capital Management, LP1,442$729K0.23%13F-HRTimeline
Sather Financial Group Inc1,426$721K0.05%-14913F-HRTimeline
Northwest Bank & Trust Co1,180$720K0.53%013F-HRTimeline
HTLF Bank1,423$720K0.08%-83013F-HRTimeline
BridgePort Financial Solutions, LLC1,536$720K0.33%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,421$719K0.11%-19013F-HRTimeline
Ullmann Wealth Partners Group, LLC1,415$716K0.09%+9113F-HRTimeline
Laidlaw Wealth Management LLC1,409$713K0.31%+2413F-HRTimeline
Hoxton Planning & Management, LLC1,408$712K0.27%-10413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,408$712K0.48%-5613F-HRTimeline
Murphy & Mullick Capital Management Corp1,406$711K0.66%13F-HRTimeline
Virtue Capital Management, LLC1,405$710K0.14%-23213F-HRTimeline
Grange Capital, LLC1,404$710K0.74%13F-HRTimeline
Charter Oak Capital Management, LLC1,401$709K0.07%+613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,401$709K0.06%-6913F-HRTimeline
Wealth Management Associates, Inc.1,395$705K0.3%+13913F-HRTimeline
Coign Capital Advisors LLC1,393$705K0.65%13F-HRTimeline
Maridea Wealth Management LLC1,392$704K0.23%13F-HRTimeline
Invst, LLC1,389$703K0.09%-9613F-HRTimeline
Centerpoint Advisors, LLC1,388$702K0.25%-29513F-HRTimeline
First Bank & Trust1,383$700K0.13%+12013F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …1,383$700K<0.01%new13F-HRTimelineGroup
Strait & Sound Wealth Management LLC1,381$699K0.32%+6513F-HRTimeline
American State Bank (Iowa)1,381$699K0.42%+1613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,381$699K0.26%-3113F-HRTimeline
JGP Global Gestao de Recursos Ltda.1,380$698K1.59%-88213F-HRTimeline
Talon Private Wealth, LLC1,377$697K0.15%+1,21013F-HR/ATimeline
Versant Capital Management, Inc1,376$696K0.15%+36513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,376$696K0.07%+58113F-HR/ATimelineGroup
McGlone Suttner Wealth Management, Inc.1,375$695K0.12%-21913F-HRTimeline
Whalen Wealth Management Inc.1,372$694K0.48%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,371$693K0.1%+14613F-HRTimeline
SANDERS MORRIS HARRIS LLC1,367$692K0.1%+413F-HRTimeline
PrairieView Partners, LLC1,367$691K0.07%-3813F-HRTimeline
Tyler-Stone Wealth Management1,365$691K0.12%+8613F-HRTimeline
Summit Financial Strategies, Inc.1,365$690K0.08%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC1,364$690K0.12%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,364$690K0.06%+613F-HRTimeline
Ignite Planners, LLC1,343$689K0.15%-1013F-HRTimeline
Fermata Advisors, LLC1,360$688K0.13%+75513F-HRTimeline
RENAISSANCE GROUP LLC1,360$688K0.03%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,358$687K0.25%-1513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC1,355$685K0.54%-1513F-HRTimeline
New Century Financial Group, LLC1,335$685K0.29%-52213F-HRTimeline
Panoramic Capital Partners, LLC1,353$684K0.6%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,352$684K0.2%+1713F-HRTimeline
Disciplined Investors, L.L.C.1,263$684K0.66%13F-HRTimeline
BIRINYI ASSOCIATES INC1,350$683K0.19%013F-HRTimeline
Copley Financial Group, Inc.1,349$682K0.52%+413F-HRTimeline
Arcus Capital Partners, LLC1,373$679K0.21%-16513F-HRTimeline
Kraft, Davis & Associates, LLC1,277$679K0.19%+913F-HRTimeline
Bouchey Financial Group, Ltd.1,342$679K0.06%-13213F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,339$678K0.22%+19813F-HRTimeline
Aprio Wealth Management, LLC1,337$676K0.1%+18313F-HRTimeline
Grant Private Wealth Management Inc1,331$673K0.73%13F-HRTimeline
Thomasville National Bank1,330$673K0.05%-213F-HRTimeline
AVISO WEALTH MANAGEMENT1,328$672K0.34%+49413F-HRTimeline
Rosenberg Matthew Hamilton1,320$668K0.17%+44213F-HRTimeline
Lewis Asset Management, LLC1,318$666K0.51%+14213F-HRTimeline
Aspetuck Financial Management LLC1,314$665K0.52%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,312$663K0.06%-1,79613F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC1,309$662K0.25%+2113F-HRTimeline
Resurgent Financial Advisors LLC1,304$660K0.39%-6713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…1,302$659K0.1%-1,75613F-HRTimelineGroup
Winthrop Advisory Group LLC1,301$658K0.08%+3113F-HRTimeline
Novak & Powell Financial Services, Inc.1,301$658K0.39%+513F-HRTimeline
First Western Trust Bank1,300$658K0.03%+1813F-HRTimeline
Onyx Bridge Wealth Group LLC1,298$657K0.09%-18813F-HRTimeline
Core Wealth Partners LLC1,296$656K0.38%-34913F-HRTimeline
Leo Wealth, LLC1,296$655K0.06%-37113F-HRTimeline
Wellspring Financial Advisors, LLC1,295$655K0.07%-12413F-HRTimeline
InTrack Investment Management Inc1,205$655K0.46%-1,11813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC1,295$655K0.38%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,293$654K0.58%+2513F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,292$654K0.07%-813F-HRTimeline
VeraBank, N.A.1,291$653K0.18%-813F-HRTimeline
Altiora Financial Group, LLC1,288$652K0.14%013F-HRTimeline
Wealth Group, Ltd.1,286$651K0.42%+1713F-HRTimeline
BCK Partners, Inc.1,285$650K0.4%-1113F-HRTimeline
Carroll Investors, Inc1,273$646K0.36%+80913F-HRTimeline
PKS Advisory Services, LLC1,274$645K0.16%13F-HRTimeline
Black Diamond Financial, LLC1,272$643K0.1%+5113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,269$642K0.3%+3513F-HRTimeline
SOA Wealth Advisors, LLC.1,269$642K0.12%-613F-HR/ATimeline
DDFG, Inc1,268$641K0.19%013F-HRTimeline
Prairiewood Capital, LLC1,266$640K0.27%013F-HRTimeline
Lakeshore Capital Group, Inc.1,265$640K0.97%13F-HRTimeline
HF Advisory Group, LLC1,263$639K0.29%+6413F-HRTimeline
WASHINGTON TRUST Co1,263$639K0.02%-13113F-HRTimeline
Veracity Capital LLC1,258$636K0.23%+8813F-HRTimeline
Wealthspire Retirement, LLC1,254$634K0.05%-6313F-HRTimeline
Code Waechter LLC1,253$634K0.55%-2613F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,253$634K0.09%+9413F-HRTimeline
Arcataur Capital Management LLC1,252$633K0.21%+15513F-HRTimeline
Crescent Grove Advisors, LLC1,251$633K0.06%+6513F-HRTimeline
Atlas Brown,Inc.1,251$633K0.22%+413F-HRTimeline
WealthPlan Investment Management, LLC1,250$632K0.06%+30913F-HRTimeline
Avory & Company, LLC1,249$632K0.35%013F-HRTimeline
Bolthouse Investments, LLC1,247$631K0.58%13F-HRTimeline
Consolidated Portfolio Review Corp1,245$630K0.1%-16713F-HRTimeline
First Heartland Consultants, Inc.1,240$627K0.06%+7413F-HRTimeline
TFB Advisors LLC1,239$627K0.18%+1813F-HRTimeline
Whipplewood Advisors, LLC1,236$625K0.36%13F-HRTimeline
Monterey Private Wealth, Inc.1,233$624K0.21%+18213F-HRTimeline
Quadrant Private Wealth Management, LLC1,232$623K0.15%-2613F-HRTimeline
Auxano Advisors, LLC1,228$621K0.16%+3913F-HRTimeline
Realta Investment Advisors1,209$620K0.25%-25613F-HRTimeline
WATERS PARKERSON & CO., LLC1,226$620K0.03%+12613F-HRTimeline
Midwest Financial Group LLC1,223$619K0.36%-2813F-HRTimeline
Aspen Grove Capital, LLC1,222$618K0.13%-10713F-HRTimeline
Canvas Wealth Advisors, LLC1,221$618K0.16%+313F-HRTimeline
NFSG Corp1,220$617K0.16%-4013F-HRTimeline
Dogwood Wealth Management LLC1,215$615K0.33%+36113F-HRTimeline
NavPoint Financial, Inc.1,215$615K0.49%013F-HRTimeline
Goldstein Advisors, LLC1,215$614K0.09%-13813F-HRTimeline
Adero Partners, LLC1,212$613K0.04%-1713F-HRTimeline
Centiva Capital, LP1,212$613K0.02%-43,96213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,211$613K0.24%-15313F-HRTimeline
Salomon & Ludwin, LLC1,211$613K0.06%013F-HRTimeline
Heritage Financial Services, LLC1,208$611K0.08%+5313F-HRTimeline
May Hill Capital, LLC1,203$609K0.24%13F-HRTimeline
JB Capital LLC1,197$606K0.03%-5,94613F-HRTimeline
W.H. Cornerstone Investments Inc.1,195$604K0.4%-4213F-HRTimeline
Stonebridge Financial Planning Group, L…1,190$602K0.27%-9413F-HRTimeline
LongView Wealth Management1,185$599K0.18%new13F-HRTimeline
BAKER BOYER NATIONAL BANK1,183$598K0.21%+1013F-HRTimeline
Jessup Wealth Management, Inc1,180$597K0.25%-10,71113F-HRTimeline
Topsail Wealth Management, LLC1,180$597K0.13%13F-HRTimeline
Carson Advisory Inc.1,178$596K0.41%+5913F-HRTimeline
Armbruster Capital Management, Inc.1,178$596K0.12%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,177$596K0.08%+6613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,176$595K0.03%+2613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,172$593K0.06%+16713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC1,171$592K0.27%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,170$592K0.33%-1,70113F-HRTimeline
Goldstone Financial Group, LLC1,169$591K0.09%+20313F-HRTimeline
DILLON & ASSOCIATES INC1,167$591K0.08%-3813F-HRTimeline
Alteri Wealth LLC1,167$590K0.16%13F-HRTimeline
Apella Capital, LLC1,167$590K0.02%-2013F-HRTimeline
Mystic Asset Management, Inc.1,167$590K0.16%+50713F-HRTimeline
Coastal Bridge Advisors, LLC1,167$590K0.15%+2613F-HRTimeline
Curbstone Financial Management Corp1,164$589K0.12%013F-HRTimeline
Parcion Private Wealth LLC1,162$588K0.04%013F-HRTimeline
Foster Group, Inc.1,161$587K0.02%-33413F-HRTimeline
Birch Hill Investment Advisors LLC1,161$587K0.03%+29213F-HRTimeline
New Covenant Trust Company, N.A.1,155$587K0.58%-2413F-HRTimeline
North Forty Two & Co.1,159$586K0.68%13F-HRTimeline
Gateway Wealth Partners, LLC1,158$586K0.15%+1213F-HRTimeline
WMG Financial Advisors, LLC1,156$585K0.25%new13F-HRTimeline
TBH Global Asset Management, LLC1,156$585K0.14%-15113F-HRTimeline
Insight Advisors, LLC/ PA1,151$584K0.1%-8213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC1,155$584K0.3%13F-HRTimeline
Visionary Wealth Advisors1,154$584K0.03%-2013F-HRTimeline
WINDWARD CAPITAL MANAGEMENT CO /CA1,154$584K0.04%-4113F-HRTimeline
PCG ASSET MANAGEMENT, LLC1,154$584K0.51%13F-HRTimeline
Elevated Capital Advisors, LLC1,151$582K0.16%+35013F-HRTimeline
Tandem Investment Partners LLC1,148$581K0.56%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,145$579K0.04%+7213F-HRTimelineGroup
Bullock Wealth Management Group1,145$579K0.34%-10713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,144$579K0.03%+12313F-HRTimeline
HFR Wealth Management, LLC1,140$577K0.14%+11013F-HRTimeline
BCS Wealth Management1,138$576K0.14%+1113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,138$576K0.98%+4013F-HRTimeline
Paragon Private Wealth Management, LLC1,138$575K0.27%+6813F-HRTimeline
Iron Horse Wealth Management, LLC1,137$575K0.19%+1313F-HRTimeline
Global Assets Advisory, LLC1,140$575K0.32%-1,68913F-HRTimeline
Bedel Financial Consulting, Inc.1,065$575K0.08%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,102$574K0.13%-46713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,132$573K0.18%+613F-HRTimeline
Center for Financial Planning, Inc.1,131$572K0.08%+1813F-HRTimeline
Planning Center, Inc.1,131$572K0.07%-1313F-HRTimeline
First City Capital Management, Inc.1,131$572K0.3%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,131$572K0.28%013F-HRTimeline
Guardian Wealth Advisors, LLC1,130$572K0.37%013F-HRTimeline
Broadway Wealth Solutions, Inc.1,127$570K0.43%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,127$570K0.1%+6313F-HRTimeline
Hemington Wealth Management1,126$569K0.14%+6313F-HRTimeline
EWA, LLC1,122$568K0.21%+1213F-HRTimeline