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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
McAdam, LLC1,135$354K0.02%+12813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,135$354K0.07%-3,83513F-HRTimeline
BAKER BOYER NATIONAL BANK1,133$353K0.12%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,132$353K0.11%-74313F-HR/ATimeline
Cambria Investment Management, L.P.1,130$353K0.02%new13F-HRTimeline
Hamilton Wealth, LLC1,129$352K0.08%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,126$351K0.04%+12013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,139$350K0.04%+32613F-HRTimeline
Aviance Capital Partners, LLC1,123$350K0.05%-1,76813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,122$350K0.23%+413F-HRTimeline
Compass Ion Advisors, LLC1,121$350K0.04%+41713F-HRTimeline
Discipline Wealth Solutions, LLC1,116$348K0.13%+2413F-HRTimeline
Strata Wealth Advisors, LLC1,115$348K0.1%+20713F-HRTimeline
Custos Family Office, LLC1,111$347K0.11%+12813F-HRTimeline
TOWER TRUST & INVESTMENT Co1,110$346K0.25%013F-HRTimeline
Planning Center, Inc.1,108$346K0.04%-2313F-HRTimeline
LeClair Wealth Partners LLC1,107$345K0.23%-13913F-HRTimeline
DILLON & ASSOCIATES INC1,106$345K0.05%-4413F-HRTimeline
Values Added Financial LLC1,105$345K0.17%+21613F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC1,104$344K0.19%-33013F-HRTimeline
Kraft, Davis & Associates, LLC1,220$344K0.09%-3613F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,102$344K0.07%-1713F-HRTimeline
Orion Investment Co1,100$343K0.12%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,098$343K0.08%-1013F-HRTimeline
Wellington Capital Management, Inc.1,097$342K0.51%13F-HRTimeline
Narus Financial Partners, LLC1,096$342K0.11%+33613F-HRTimeline
Tweedy, Browne Co LLC1,095$342K0.03%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,091$340K0.12%+7813F-HRTimeline
HFR Wealth Management, LLC1,090$340K0.08%013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…1,089$340K0.16%new13F-HRTimelineGroup
LeConte Wealth Management, LLC1,089$340K0.23%+44413F-HRTimeline
Atlas Brown,Inc.1,089$340K0.11%-9513F-HRTimeline
Emerald Advisors, LLC1,089$340K0.04%+17713F-HRTimeline
Aries Wealth Management1,087$339K0.09%-3,32013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,087$339K0.04%+14913F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,087$339K0.14%+4113F-HRTimeline
WHITE PINE CAPITAL LLC1,086$339K0.11%+16013F-HRTimeline
Genesee Capital Advisors, LLC1,086$339K0.15%+813F-HRTimeline
Veracity Capital LLC1,085$338K0.12%+1913F-HRTimeline
Oxinas Partners, LLC1,084$338K0.17%-1113F-HRTimeline
Deseret Mutual Benefit Administrators1,083$338K0.16%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,083$338K0.02%-1,43913F-HRTimelineGroup
Evolution Wealth Advisors, LLC1,082$338K0.05%+1113F-HRTimeline
Fortitude Advisory Group L.L.C.1,081$337K0.19%+3013F-HRTimeline
North Forty Two & Co.1,081$337K0.36%-2813F-HRTimeline
Palisades Hudson Asset Management, L.P.1,078$337K0.13%013F-HRTimeline
waypoint wealth counsel1,079$337K0.17%-313F-HRTimeline
Altiora Financial Group, LLC1,078$336K0.07%-20013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,075$335K0.13%+64713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,076$335K0.05%-13913F-HRTimeline
Bedel Financial Consulting, Inc.1,072$335K0.05%-61913F-HRTimeline
Heritage Financial Services, LLC1,070$334K0.03%-113F-HRTimeline
Quadrant Private Wealth Management, LLC1,068$333K0.07%-7213F-HRTimeline
Pasadena Private Wealth, LLC1,068$333K0.06%+15013F-HRTimeline
Evanson Asset Management, LLC1,065$332K0.02%+26813F-HRTimeline
Tillman Hartley LLC1,065$332K0.09%+3513F-HRTimeline
Three Magnolias Financial Advisors, LLC1,065$332K0.23%new13F-HRTimeline
Mirador Capital Partners LP1,057$330K0.05%-10,10413F-HRTimeline
Westmount Partners, LLC1,057$330K0.09%+41813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.1,056$329K0.27%+613F-HRTimeline
MFA Wealth Services1,055$329K0.25%+12413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,054$329K0.09%+18513F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,052$328K0.02%-4813F-HRTimeline
ELKHORN PARTNERS LIMITED PARTNERSHIPin group ELKHORN PARTNERS LIMITED PART…1,050$328K0.24%new13F-HRTimelineGroup
Thomasville National Bank1,049$327K0.02%-38013F-HRTimeline
Kelman-Lazarov, Inc.1,049$327K0.05%-78013F-HRTimeline
Benin Management CORP1,048$327K0.09%-19713F-HRTimeline
Iron Horse Wealth Management, LLC1,048$327K0.1%-8313F-HRTimeline
Seelaus Asset Management LLC1,047$327K0.29%+11013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,046$326K0.11%+2913F-HRTimeline
EWA, LLC1,045$326K0.1%+8113F-HRTimeline
Quartz Partners, LLC1,042$325K0.15%+60013F-HRTimeline
Catalina Capital Group, LLC1,042$325K0.22%-71313F-HRTimeline
Leo Wealth, LLC1,041$325K0.03%-16113F-HRTimeline
Grandview Asset Management LLC1,038$324K0.1%new13F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,036$323K0.17%+1913F-HRTimeline
Watts Gwilliam & Co., LLC965$323K0.05%+113F-HRTimeline
New Covenant Trust Company, N.A.1,041$322K0.29%-6013F-HRTimeline
PVG ASSET MANAGEMENT CORP1,030$321K1.09%new13F-HRTimeline
LongView Wealth Management1,029$321K0.1%-15213F-HRTimeline
UNITED BANK1,028$321K0.04%+53813F-HRTimeline
Chicago Capital, LLC1,027$320K0.01%013F-HRTimeline
SWP FINANCIAL LLC1,026$320K0.18%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,025$320K0.05%+42713F-HRTimeline
Oregon Pacific Wealth Management, LLC1,024$319K0.3%+21113F-HRTimeline
Next Level Private LLC1,021$319K0.1%+63413F-HRTimeline
Oder Investment Management, LLC1,020$318K0.24%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,018$318K0.06%new13F-HRTimeline
BALLAST ADVISORS LLC1,019$318K0.09%-11613F-HRTimeline
Andina Capital Management, LLC1,016$317K0.22%new13F-HRTimeline
Versant Capital Management, Inc1,015$317K0.05%-1,03413F-HRTimeline
FSM Wealth Advisors, LLC1,043$317K0.05%-2,46113F-HRTimeline
Baron Wealth Management LLC1,013$316K0.11%-47313F-HRTimeline
NOVEM GROUP1,012$316K0.04%-73513F-HRTimeline
Wealth Forward, LLC1,012$316K0.21%013F-HRTimeline
IMZ Advisory Inc1,116$316K0.13%+53613F-HRTimeline
Tyler-Stone Wealth Management1,010$315K0.05%-23613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC1,009$315K0.12%-1,79813F-HRTimeline
Commonwealth Financial Services, LLC1,007$314K0.06%+1113F-HRTimeline
RMR Wealth Builders1,005$314K0.03%-9213F-HRTimeline
Balance Wealth Partners LLC1,002$313K0.18%+18413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,000$312K<0.01%+13013F-HRTimelineGroup
Papamarkou Wellner Asset Management inc.1,000$312K0.21%013F-HRTimeline
AtlasMark Financial, Inc1,000$312K0.24%013F-HRTimeline
Hoese & Co LLP1,000$312K0.25%+85013F-HRTimeline
Clifford Group, LLC998$311K0.26%-24613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC996$311K0.01%-1,75113F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC996$311K0.26%+713F-HRTimeline
Bill Few Associates, Inc.995$310K0.09%+32613F-HRTimeline
4WEALTH ADVISORS, INC.994$310K0.32%+35013F-HRTimeline
Smith Anglin Financial, LLC992$309K0.03%-1113F-HRTimeline
Center For Asset Management LLC609$309K0.19%+1613F-HRTimeline
Columbia Bank1,005$309K0.09%-5,37113F-HRTimeline
Destiny Wealth Partners, LLC989$309K0.04%+56413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC988$308K0.04%+2113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC986$307K0.17%-33113F-HRTimeline
Palmer Knight Co985$307K0.13%013F-HRTimeline
JGP Global Gestao de Recursos Ltda.984$307K0.15%-313F-HRTimeline
Hoxton Planning & Management, LLC984$307K0.11%-23413F-HRTimeline
Whipplewood Advisors, LLC981$306K0.17%-14113F-HRTimeline
Koss-Olinger Consulting, LLC980$306K0.03%-1513F-HRTimeline
Aldebaran Financial Inc.978$305K0.34%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC978$305K0.05%+27113F-HRTimeline
NCP Inc.976$304K0.29%+95013F-HRTimeline
Stillwater Capital Advisors, LLC975$304K0.04%013F-HRTimeline
Lauer Wealth, LLC1,202$303K0.25%new13F-HRTimeline
Castle Rock Wealth Management, LLC1,072$302K0.07%+41513F-HRTimeline
RENAISSANCE GROUP LLC968$302K0.01%-6413F-HRTimeline
First Heartland Consultants, Inc.966$301K0.03%-16013F-HRTimeline
Hemington Wealth Management966$301K0.04%-18813F-HRTimeline
Ullmann Wealth Partners Group, LLC964$301K0.04%-26113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP964$301K0.01%+2313F-HRTimeline
Curran Financial Partners, LLC962$300K0.07%+20613F-HRTimeline
Bouchey Financial Group, Ltd.962$300K0.02%-18213F-HRTimeline
Rothschild Capital Partners, LLC960$299K0.08%-15,80613F-HRTimeline
JFS WEALTH ADVISORS, LLC960$299K0.02%+19713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC960$299K0.15%-14813F-HRTimeline
SAGE RHINO CAPITAL LLC954$298K0.06%-8813F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC953$297K0.05%-88213F-HRTimeline
Ariston Services Group953$297K0.21%+11413F-HRTimeline
Argyle Capital Partners, LLC952$297K0.24%+53513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC952$297K0.27%+93013F-HRTimeline
Global Financial Private Client, LLC952$297K0.11%-2513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC951$297K0.09%-31113F-HRTimeline
New World Advisors LLC950$296K0.06%+43513F-HRTimeline
Moment Partners, LLC946$295K0.06%+13513F-HRTimeline
Stonekeep Investments, LLC946$295K0.2%+6813F-HRTimeline
VAN STRUM & TOWNE INC.945$295K0.09%013F-HRTimeline
Waldron Private Wealth LLC944$295K0.01%-21513F-HRTimeline
Clarus Group, Inc.942$294K0.11%-91913F-HRTimeline
BURR FINANCIAL SERVICES, LLC940$293K0.25%+42013F-HRTimeline
Lanham O'Dell & Company, Inc.940$293K0.12%+7113F-HRTimeline
Darwin Wealth Management, LLC939$293K0.1%-2013F-HRTimeline
Midwest Financial Group LLC938$293K0.15%-28913F-HRTimeline
Impact Investors, Inc938$293K0.21%-13913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…937$292K0.08%new13F-HRTimeline
New Hampshire Trust937$292K0.06%+11613F-HRTimeline
Perritt Capital Management Inc935$292K0.15%-9113F-HR/ATimeline
Auxano Advisors, LLC932$291K0.07%-30513F-HRTimeline
Summit Place Financial Advisors, LLC932$291K0.15%-4,60713F-HRTimeline
Clean Yield Group931$290K0.09%-72513F-HRTimeline
Swisher Financial Concepts, Inc.931$290K0.19%013F-HRTimeline
Insight Advisors, LLC/ PA929$290K0.05%-3713F-HRTimeline
Beaton Management Co. Inc.931$290K0.14%+10013F-HRTimeline
Weaver Consulting Group929$290K0.08%+42113F-HRTimeline
MN Wealth Advisors, LLC929$290K0.17%new13F-HRTimeline
Red Wave Investments LLC927$289K0.1%-213F-HRTimeline
COWA, LLC926$289K0.11%new13F-HRTimeline
Atala Financial Inc926$289K0.2%-14613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV924$288K0.02%+3813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC923$288K0.02%-16113F-HRTimeline
New England Capital Financial Advisors …923$288K0.13%+213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.922$288K0.39%-18013F-HRTimeline
Gibbs Wealth Management918$286K0.06%-1,55113F-HRTimeline
Lafayette Investments, Inc.918$286K0.06%+19513F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD917$286K0.02%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.915$285K0.13%+4413F-HRTimeline
Shulman DeMeo Asset Management LLC915$285K0.07%+9613F-HRTimeline
ACT WEALTH MANAGEMENT, LLC912$285K0.12%new13F-HRTimeline
Tandem Wealth Advisors LLC912$285K0.14%-12213F-HRTimeline
Matisse Capital911$284K0.13%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC908$283K0.14%+14013F-HRTimeline
AlphaStar Capital Management, LLC907$283K0.02%+1313F-HRTimeline
KOM Wealth Management Group, LLC905$282K0.22%-1113F-HRTimeline
Opus Capital Group, LLC904$282K0.03%new13F-HRTimeline
180 WEALTH ADVISORS, LLC903$282K0.04%+19613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC903$282K0.06%+713F-HRTimeline
Lantz Financial LLC902$281K0.07%-4313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC901$281K0.02%-57913F-HRTimeline
Heritage Wealth Management, Inc. /CA/901$281K0.21%-18813F-HRTimeline
Facet Wealth, Inc.1,123$280K0.01%+17013F-HRTimeline
Golden State Wealth Management, LLC897$280K0.03%-75013F-HRTimeline
Plan Group Financial, LLC895$279K0.09%new13F-HRTimeline
Garden State Investment Advisory Servic…892$279K0.08%-10313F-HRTimeline
BlueChip Wealth Advisors LLC891$278K0.12%+8113F-HRTimeline
SEEDS INVESTOR LLC891$278K0.07%-71113F-HRTimeline
BECK MACK & OLIVER LLC888$277K0.01%-1,22813F-HRTimeline
BBR PARTNERS, LLC888$277K0.02%+11113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC888$277K0.1%-28513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC896$277K0.1%+19913F-HRTimeline