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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bedel Financial Consulting, Inc.1,691$667K0.1%+62613F-HRTimeline
Grange Capital, LLC1,274$667K0.78%-13013F-HRTimeline
TFB Advisors LLC1,272$666K0.19%+3313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,271$666K0.33%+14013F-HRTimeline
ORG Partners LLC1,170$665K0.16%-96913F-HRTimeline
DDFG, Inc1,268$664K0.18%013F-HRTimeline
Prairiewood Capital, LLC1,266$663K0.27%013F-HRTimeline
Disciplined Investors, L.L.C.1,265$663K0.6%+213F-HRTimeline
Wellspring Financial Advisors, LLC1,264$661K0.07%-3113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC1,262$661K0.2%+44613F-HRTimeline
Empirical Asset Management, LLC1,260$660K0.23%-20,59613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,258$659K0.03%+8213F-HRTimeline
SOA Wealth Advisors, LLC.1,258$659K0.14%-1113F-HRTimeline
WASHINGTON TRUST Co1,257$658K0.03%-613F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,254$657K0.26%-2,06113F-HRTimeline
Gateway Wealth Partners, LLC1,253$656K0.15%+9513F-HRTimeline
Latitude Advisors, LLC1,251$655K0.38%-28513F-HRTimeline
Congress Park Capital LLC1,250$655K0.25%+16513F-HRTimeline
LeClair Wealth Partners LLC1,246$653K0.47%-1,40413F-HRTimeline
Tyler-Stone Wealth Management1,246$652K0.12%-11913F-HRTimeline
Benin Management CORP1,245$652K0.19%+53513F-HRTimeline
Bard Financial Services, Inc.1,245$652K0.08%-76513F-HRTimeline
Clifford Group, LLC1,244$652K0.61%-23513F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,243$651K0.25%-28413F-HRTimeline
Monterey Private Wealth, Inc.1,237$648K0.19%+413F-HRTimeline
Auxano Advisors, LLC1,237$648K0.17%+913F-HRTimeline
NAVELLIER & ASSOCIATES INC1,593$645K0.09%+513F-HRTimeline
Charter Oak Capital Management, LLC1,229$643K0.06%-17213F-HRTimeline
Goldstein Advisors, LLC1,229$643K0.09%+1413F-HRTimeline
Midwest Financial Group LLC1,227$643K0.37%+413F-HRTimeline
Ullmann Wealth Partners Group, LLC1,225$642K0.09%-19013F-HRTimeline
Hoxton Planning & Management, LLC1,218$638K0.24%-19013F-HRTimeline
New Century Financial Group, LLC1,215$636K0.74%-12013F-HRTimeline
NavPoint Financial, Inc.1,215$636K0.45%013F-HRTimeline
Coign Capital Advisors LLC1,213$635K0.49%-18013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,215$635K0.11%+8813F-HRTimeline
Salomon & Ludwin, LLC1,211$634K0.07%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC1,211$634K0.59%+5713F-HRTimeline
Novak & Powell Financial Services, Inc.1,203$630K0.39%-9813F-HRTimeline
Wealthspire Retirement, LLC1,202$630K0.05%-5213F-HRTimeline
Leo Wealth, LLC1,202$630K0.09%-9413F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC1,202$630K0.55%-9113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,201$629K0.03%-106,59813F-HRTimeline
Parcion Private Wealth LLC1,199$628K0.05%+3713F-HRTimeline
Severin Investments, LLC1,195$626K0.63%-59913F-HRTimeline
Code Waechter LLC1,189$623K0.51%-6413F-HRTimeline
Elevated Capital Advisors, LLC1,186$621K0.17%+3513F-HRTimeline
Winthrop Advisory Group LLC1,186$621K0.07%-11513F-HRTimeline
Whipplewood Advisors, LLC1,122$621K0.44%-11413F-HRTimeline
Atlas Brown,Inc.1,184$620K0.22%-6713F-HRTimeline
Centerpoint Advisors, LLC1,184$620K0.23%-20413F-HRTimeline
First City Capital Management, Inc.1,183$620K0.37%+5213F-HRTimeline
LongView Wealth Management1,181$618K0.19%-413F-HRTimeline
Carson Advisory Inc.1,178$617K0.42%013F-HRTimeline
Persium Advisors, LLC1,178$617K0.58%+19213F-HRTimeline
Laurion Capital Management LP1,175$615K0.05%new13F-HRTimeline
Armbruster Capital Management, Inc.1,175$615K0.12%-313F-HRTimeline
Fortitude Advisory Group L.L.C.1,051$615K0.44%-46313F-HRTimeline
TBH Global Asset Management, LLC1,174$615K0.12%+1813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,173$614K0.25%+34413F-HRTimeline
Arcataur Capital Management LLC1,172$614K0.21%-8013F-HRTimeline
Canal Capital Management, LLC1,169$612K0.1%-12,38813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,168$612K0.06%-413F-HRTimeline
White Knight Strategic Wealth Advisors,…1,168$612K0.56%-1,68813F-HRTimeline
360 Financial, Inc.1,167$611K0.22%+7913F-HRTimeline
Curbstone Financial Management Corp1,164$610K0.13%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,161$608K0.06%-2,21613F-HRTimeline
Waldron Private Wealth LLC1,159$607K0.03%-10,88613F-HRTimeline
First Command Advisory Services, Inc.1,157$606K0.01%+5613F-HRTimeline
Hemington Wealth Management1,154$604K0.09%+2813F-HRTimeline
AIRE ADVISORS, LLC1,153$604K0.13%-54113F-HRTimeline
WMG Financial Advisors, LLC1,152$603K0.26%-413F-HRTimeline
Broadway Wealth Solutions, Inc.1,151$603K0.44%+2413F-HRTimeline
DILLON & ASSOCIATES INC1,150$603K0.09%-1713F-HRTimeline
Foster Group, Inc.1,150$602K0.02%-1113F-HRTimeline
Tandem Investment Partners LLC1,147$601K0.59%-113F-HRTimeline
Bouchey Financial Group, Ltd.1,144$599K0.05%-19813F-HRTimeline
Realta Investment Advisors1,141$598K0.27%-6813F-HRTimeline
Good Steward Wealth Advisors,LLC1,141$598K0.54%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,285$597K0.31%+23513F-HRTimeline
Quadrant Private Wealth Management, LLC1,140$597K0.15%-9213F-HRTimeline
Revisor Wealth Management LLC1,137$595K0.26%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,136$595K0.05%-913F-HRTimelineGroup
BALLAST ADVISORS LLC1,135$594K0.19%+3113F-HRTimeline
BAKER BOYER NATIONAL BANK1,133$593K0.22%-5013F-HRTimeline
Planning Center, Inc.1,131$592K0.07%013F-HRTimeline
Iron Horse Wealth Management, LLC1,131$592K0.19%-613F-HRTimeline
WATERS PARKERSON & CO., LLC1,126$590K0.03%-10013F-HRTimeline
First Heartland Consultants, Inc.1,126$590K0.06%-11413F-HRTimeline
Omnia Family Wealth, LLC1,125$589K0.25%+25813F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,119$586K0.13%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,118$586K0.39%+213F-HRTimeline
Aspen Grove Capital, LLC1,112$582K0.11%-11013F-HRTimeline
Capital A Wealth Management, LLC1,111$582K0.61%+613F-HRTimeline
Drake & Associates, LLC1,110$581K0.16%+20413F-HRTimeline
North Forty Two & Co.1,109$581K0.64%-5013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,108$580K0.33%+24713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,108$580K0.13%+4313F-HRTimeline
FWG Holdings, LLC1,414$579K0.28%-5113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,102$577K0.87%-3613F-HRTimeline
Prescott Group Capital Management, L.L.…1,100$576K0.08%+63313F-HRTimeline
George Kaiser Family Foundation1,100$576K0.08%+63313F-HRTimeline
Orion Investment Co1,100$576K0.24%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,100$576K0.03%-96013F-HRTimeline
RMR Wealth Builders1,097$574K0.06%-2,93713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC1,096$574K0.31%-5913F-HRTimeline
Successful Portfolios LLC1,095$574K0.39%+1013F-HRTimeline
Oxinas Partners, LLC1,095$574K0.34%013F-HRTimeline
Tempus Wealth Planning, LLC1,093$573K0.17%+9013F-HRTimeline
Cornerstone Capital, Inc.1,092$572K0.06%013F-HRTimeline
Discipline Wealth Solutions, LLC1,092$572K0.27%013F-HRTimeline
HFR Wealth Management, LLC1,090$571K0.14%-5013F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,089$570K0.49%-613F-HRTimeline
Pathway Financial Advisors LLC1,087$569K0.1%013F-HRTimeline
New Covenant Trust Company, N.A.1,101$568K0.6%-5413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,084$568K0.04%+7013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,083$567K0.05%-2013F-HRTimeline
Deseret Mutual Benefit Administrators1,083$567K0.28%+5413F-HRTimeline
waypoint wealth counsel1,082$567K0.36%+19113F-HRTimeline
Navalign, LLC1,081$566K0.16%013F-HRTimeline
Palisades Hudson Asset Management, L.P.1,078$565K0.26%013F-HRTimeline
Genesee Capital Advisors, LLC1,078$565K0.28%-1313F-HRTimeline
Impact Investors, Inc1,077$564K0.44%-1213F-HRTimeline
Amplius Wealth Advisors, LLC1,075$563K0.06%-1813F-HRTimeline
Mendel Capital Management LLC1,075$563K0.34%+6013F-HRTimeline
Bullock Wealth Management Group1,076$563K0.31%-6913F-HRTimeline
Atala Financial Inc1,072$561K0.41%013F-HRTimeline
Rappaport Reiches Capital Management, L…1,072$561K0.14%-1913F-HRTimeline
Heritage Financial Services, LLC1,071$561K0.06%-13713F-HRTimeline
Evolution Wealth Advisors, LLC1,071$561K0.09%+65813F-HRTimeline
Guardian Wealth Advisors, LLC1,070$560K0.36%-6013F-HRTimeline
Holistic Financial Partners1,068$559K0.27%+3313F-HRTimeline
Visionary Wealth Advisors1,068$559K0.03%-8613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,066$558K0.03%+2613F-HRTimeline
Veracity Capital LLC1,066$558K0.22%-19213F-HRTimeline
Neo Ivy Capital Management1,064$557K0.18%new13F-HRTimeline
Tuttle Capital Management, LLC1,060$555K2.44%+43113F-HRTimeline
Darden Wealth Group Inc1,054$552K0.43%013F-HRTimeline
Traveka Wealth, LLC1,050$550K0.31%+4213F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.1,050$550K0.49%-5513F-HRTimeline
Diligent Investors, LLC1,050$550K0.13%+1413F-HRTimeline
High Net Worth Advisory Group LLC1,048$549K0.16%013F-HRTimeline
Forefront Wealth Partners, LLC1,048$549K0.37%-6613F-HRTimeline
Prostatis Group LLC1,047$548K0.17%-7313F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,046$548K0.24%+1413F-HRTimeline
SAGE RHINO CAPITAL LLC1,042$546K0.13%-2913F-HRTimeline
Private Wealth Partners, LLC1,038$544K0.05%-57213F-HRTimeline
Alhambra Investment Management LLC1,036$543K0.28%-813F-HRTimeline
Aspire Growth Partners LLC1,387$542K0.48%+34113F-HRTimeline
Davis Capital Management1,035$542K0.43%-5913F-HRTimeline
Councilor Wealth, LLC1,034$542K0.27%+16513F-HRTimeline
Tandem Wealth Advisors LLC1,034$542K0.28%+15413F-HRTimeline
McElhenny Sheffield Capital Management,…1,033$541K0.2%013F-HRTimeline
RENAISSANCE GROUP LLC1,032$540K0.02%-32813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,030$539K<0.01%+22013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Tillman Hartley LLC1,030$539K0.16%-8913F-HRTimeline
Chicago Capital, LLC1,027$538K0.02%+3413F-HRTimeline
Perritt Capital Management Inc1,026$538K0.3%-2013F-HRTimeline
SWP FINANCIAL LLC1,026$537K0.33%013F-HRTimeline
Werba Rubin Papier Wealth Management1,021$535K0.12%-1113F-HRTimeline
Kraft, Davis & Associates, LLC1,256$535K0.17%-2113F-HRTimeline
JGP Wealth Management, LLC1,020$534K0.07%+10913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,017$533K0.2%-11513F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,017$533K0.29%+813F-HRTimeline
Park Edge Advisors, LLC1,016$532K0.15%+18213F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,013$531K0.19%-51213F-HRTimeline
Wealth Forward, LLC1,012$530K0.38%013F-HRTimeline
Breed's Hill Capital LLC1,010$529K0.29%+3113F-HRTimeline
WADDELL & ASSOCIATES, LLC1,007$528K0.06%-113F-HR/ATimeline
McAdam, LLC1,007$528K0.03%+2713F-HRTimeline
AllSquare Wealth Management LLC1,007$527K0.31%-51013F-HRTimeline
Strategies Wealth Advisors, LLC1,006$527K0.06%new13F-HRTimeline
MATAURO, LLC1,004$526K0.11%+1013F-HRTimeline
Smith Anglin Financial, LLC1,003$525K0.06%-7413F-HRTimeline
Codex Capital Asset Management L.L.C.1,000$524K0.25%013F-HRTimeline
Papamarkou Wellner Asset Management inc.1,000$524K0.36%-3,65513F-HRTimeline
AtlasMark Financial, Inc1,000$524K0.49%013F-HRTimeline
Aletheian Wealth Advisors LLC999$523K0.29%+8613F-HRTimeline
Garden State Investment Advisory Servic…995$523K0.17%-5713F-HRTimeline
Commonwealth Financial Services, LLC996$522K0.11%-813F-HRTimeline
W.H. Cornerstone Investments Inc.995$521K0.36%-20013F-HRTimeline
Koss-Olinger Consulting, LLC995$521K0.04%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC990$519K0.09%-2113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC989$518K0.52%+213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC988$517K0.43%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,002$517K0.39%+61613F-HRTimeline
JGP Global Gestao de Recursos Ltda.987$517K0.4%-39313F-HRTimeline
Palmer Knight Co985$516K0.25%013F-HRTimeline
Security Financial Services, INC.984$515K0.1%+8713F-HRTimeline
Good Life Advisors, LLC983$515K0.04%+5513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC866$515K0.11%-23613F-HRTimeline
Custos Family Office, LLC983$515K0.18%+33113F-HRTimeline
Sustainable Insight Capital Management,…981$514K0.26%+30013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC981$514K0.27%-7113F-HRTimeline
Allegheny Financial Group978$512K0.13%-3113F-HRTimeline
Aldebaran Financial Inc.978$512K0.63%013F-HRTimeline
Ascent Capital Management, LLC978$512K0.52%+413F-HRTimeline
Global Financial Private Client, LLC977$512K0.2%+1313F-HRTimeline
Stillwater Capital Advisors, LLC975$511K0.07%-34,29213F-HRTimeline
Intrepid Financial Planning Group LLC974$510K0.24%-1913F-HRTimeline