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UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JFS WEALTH ADVISORS, LLC1,048$362K0.02%+8813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,047$362K0.08%-11613F-HRTimeline
Canvas Wealth Advisors, LLC1,003$361K0.07%new13F-HRTimeline
Horizon Investment Services, LLC1,046$361K0.14%-2,31913F-HRTimeline
Palisades Hudson Asset Management, L.P.1,047$361K0.13%-3113F-HRTimeline
Financial Insights, Inc.1,045$361K0.12%new13F-HRTimeline
Davis Capital Management1,045$361K0.25%13F-HRTimeline
Antonelli Financial Advisors, LLC1,045$361K0.25%-18513F-HRTimeline
PSI Advisors, LLC1,043$360K0.09%new13F-HRTimeline
Westmount Partners, LLC1,033$360K0.09%-2413F-HRTimeline
Finer Wealth Management, Inc.1,041$359K0.18%+26713F-HRTimeline
Tempus Wealth Planning, LLC1,040$359K0.08%-2,20913F-HRTimeline
Argent Advisors, Inc.1,040$359K0.11%+39113F-HRTimeline
Altiora Financial Group, LLC1,038$358K0.07%-4013F-HRTimeline
VestGen Investment Management1,037$358K0.22%+31413F-HRTimeline
Fortitude Advisory Group L.L.C.1,036$358K0.19%-4513F-HRTimeline
SAGE RHINO CAPITAL LLC1,030$356K0.07%+7613F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,028$355K0.16%-813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,028$355K0.13%+18313F-HRTimeline
Rothschild Wealth LLC1,026$354K0.08%+23513F-HRTimeline
SWP FINANCIAL LLC1,026$354K0.18%013F-HRTimeline
Caitlin John, LLC1,024$353K0.25%-20913F-HRTimeline
PCG ASSET MANAGEMENT, LLC1,023$353K0.28%-18013F-HR/ATimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,022$353K0.06%+24413F-HRTimeline
BALLAST ADVISORS LLC1,021$353K0.1%+213F-HRTimeline
Aries Wealth Management1,021$353K0.08%-6613F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,018$352K0.06%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC1,018$352K0.15%-90713F-HRTimeline
Emerald Advisors, LLC1,016$351K0.05%-7313F-HRTimeline
Cromwell Holdings LLC1,015$350K0.19%-1,49013F-HRTimeline
New Covenant Trust Company, N.A.1,015$350K0.33%-2613F-HRTimeline
Marotta Asset Management1,005$350K0.07%-46413F-HRTimeline
Wealth Forward, LLC1,012$349K0.2%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,008$348K0.01%-50413F-HRTimeline
Ascent Capital Management, LLC1,005$347K0.28%+25513F-HRTimeline
Five Oceans Advisors1,004$347K0.13%-31613F-HRTimeline
Bouchey Financial Group, Ltd.1,003$346K0.03%+4113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,002$346K0.27%+613F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,001$346K0.04%new13F-HRTimeline
Rangeley Capital, LLC1,000$345K0.32%new13F-HRTimeline
Quinn Opportunity Partners LLC1,000$345K0.03%new13F-HRTimeline
Papamarkou Wellner Asset Management inc.1,000$345K0.21%013F-HRTimeline
AtlasMark Financial, Inc1,000$345K0.23%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,000$345K<0.01%013F-HRTimelineGroup
Second Line Capital, LLC994$343K0.07%-5,27513F-HRTimeline
Black Diamond Financial, LLC992$343K0.04%-30513F-HRTimeline
SRH ADVISORS, LLC992$343K0.1%+94013F-HRTimeline
JGP Global Gestao de Recursos Ltda.992$343K0.2%+813F-HRTimeline
Legacy Advisors, LLC992$343K0.04%new13F-HRTimeline
BayBridge Capital Group, LLC990$342K0.22%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.990$342K0.09%-6413F-HRTimeline
Destination Wealth Management986$341K0.01%new13F-HRTimeline
Palmer Knight Co985$340K0.16%013F-HRTimeline
WEBSTER BANK, N. A.984$340K0.03%-37413F-HRTimeline
First Business Financial Services, Inc.984$340K0.03%-87413F-HRTimeline
STAR Financial Bank984$340K0.2%+21713F-HRTimeline
Garden State Investment Advisory Servic…981$339K0.09%+8913F-HRTimeline
Michels Family Financial, LLC981$339K0.26%+21013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC981$339K0.11%+13313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.980$338K0.14%+6513F-HRTimeline
Mechanics Financial Corp979$338K0.13%-1,82713F-HRTimeline
Watts Gwilliam & Co., LLC965$333K0.05%013F-HRTimeline
SONATA CAPITAL GROUP INC965$333K0.12%+20013F-HRTimeline
Auxano Advisors, LLC964$333K0.07%+3213F-HRTimeline
Francis Financial, Inc.585$331K0.06%new13F-HRTimeline
Heritage Financial Services, LLC959$331K0.03%-11113F-HRTimeline
KFA Private Wealth Group, LLC958$331K0.09%+17613F-HRTimeline
EAGLE WEALTH STRATEGIES LLC958$331K0.16%-2813F-HRTimeline
Midwest Financial Group LLC957$331K0.16%+1913F-HRTimeline
LongView Wealth Management955$330K0.09%-7413F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC953$329K0.05%013F-HRTimeline
Ariston Services Group953$329K0.2%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC951$328K0.09%-18113F-HR/ATimeline
FIDUCIARY FAMILY OFFICE, LLC948$327K0.09%-2,85613F-HRTimeline
TriaGen Wealth Management LLC948$327K0.09%new13F-HRTimeline
Southland Equity Partners LLC948$327K0.07%new13F-HRTimeline
Stonekeep Investments, LLC946$327K0.21%013F-HRTimeline
HEARTLAND ADVISORS INC945$326K0.02%new13F-HRTimeline
VAN STRUM & TOWNE INC.945$326K0.1%013F-HRTimeline
PFG Private Wealth Management, LLC945$326K0.15%new13F-HRTimeline
Integrity Wealth Solutions LLC945$326K0.15%new13F-HRTimeline
Darwin Wealth Management, LLC944$326K0.1%+513F-HRTimeline
BRAVE ASSET MANAGEMENT INC944$326K0.08%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC937$324K0.14%-5,48213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…937$324K0.08%013F-HRTimeline
Impact Investors, Inc937$323K0.21%-113F-HRTimeline
Perritt Capital Management Inc935$323K0.15%013F-HRTimeline
Summit Place Financial Advisors, LLC932$322K0.15%013F-HRTimeline
LeClair Wealth Partners LLC932$322K0.2%-17513F-HRTimeline
Red Wave Investments LLC927$320K0.1%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC926$320K0.09%new13F-HRTimeline
Calydon Capital925$320K0.05%new13F-HRTimeline
Swisher Financial Concepts, Inc.925$319K0.19%-613F-HRTimeline
New England Capital Financial Advisors …924$319K0.14%+113F-HRTimeline
Silvant Capital Management LLC921$318K0.01%-3,40513F-HR/ATimeline
MOKAN Wealth Management Inc.918$318K0.16%-7,86713F-HRTimeline
Matisse Capital918$317K0.14%+713F-HRTimeline
Lafayette Investments, Inc.918$317K0.06%013F-HRTimeline
ORG Partners LLC915$316K0.06%-27013F-HRTimeline
Shulman DeMeo Asset Management LLC916$316K0.07%+113F-HRTimeline
Curran Financial Partners, LLC915$316K0.06%-4713F-HRTimeline
Hemington Wealth Management918$316K0.04%-4813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV914$316K0.02%-1013F-HRTimeline
Global Trust Asset Management, LLC910$314K0.14%-27013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC909$314K0.06%+613F-HRTimeline
Operose Advisors LLC907$313K0.08%-1,44013F-HRTimeline
BIP Wealth, LLC907$313K0.02%+4413F-HRTimeline
Clean Yield Group904$312K0.09%-2713F-HRTimeline
Beaton Management Co. Inc.904$312K0.14%-2713F-HRTimeline
First Heartland Consultants, Inc.903$312K0.03%-6313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC901$311K0.02%013F-HRTimeline
Alberta Investment Management Corp900$311K<0.01%-72,50013F-HR/ATimeline
Heritage Wealth Management, Inc. /CA/899$310K0.21%-213F-HRTimeline
BAXTER BROS INC895$309K0.04%new13F-HRTimeline
Latitude Advisors, LLC894$309K0.14%-38713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.893$308K0.19%new13F-HRTimeline
Evanson Asset Management, LLC891$308K0.02%-17413F-HRTimeline
Binnacle Investments Inc891$308K0.18%+50813F-HRTimeline
Koss-Olinger Consulting, LLC980$306K0.03%013F-HRTimeline
Financial Management Professionals, Inc.886$306K0.03%+8313F-HRTimeline
Carson Advisory Inc.886$306K0.16%+5813F-HRTimeline
Tandem Investment Advisors, Inc.882$305K0.01%new13F-HRTimeline
TBH Global Asset Management, LLC883$305K0.06%new13F-HRTimeline
BBR PARTNERS, LLC882$305K0.02%-613F-HRTimeline
Capital Wealth Alliance, LLC882$305K0.15%013F-HRTimeline
Berman McAleer LLC882$305K0.04%13F-HRTimeline
CPC Advisors, LLC882$305K0.03%+4213F-HRTimeline
360 Financial, Inc.881$304K0.1%-73613F-HRTimeline
Financiere des Professionnels - Fonds d…881$304K0.02%-62013F-HRTimeline
Warwick Investment Management, Inc.880$304K0.05%+13813F-HRTimeline
Lesa Sroufe & Co877$303K0.24%013F-HRTimeline
Convergence Financial, LLC877$303K0.05%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…876$302K0.19%-24613F-HRTimeline
PBMares Wealth Management LLC874$302K0.05%+7413F-HRTimeline
SAX WEALTH ADVISORS, LLC874$302K0.02%+16813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP873$301K0.01%-9113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK871$301K0.15%-32513F-HRTimeline
Lanham O'Dell & Company, Inc.869$300K0.1%-7113F-HRTimeline
Opus Capital Group, LLC868$300K0.03%-3613F-HRTimeline
Financial & Tax Architects, LLC868$300K0.07%-1513F-HRTimeline
GSG Advisors LLC859$299K0.08%+8213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC863$298K0.09%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…863$298K0.29%new13F-HRTimeline
Atle Fund Management AB13,727$298K1.1%013F-HRTimeline
Elm3 Financial Group, LLC862$298K0.24%new13F-HRTimeline
MFA Wealth Services862$298K0.21%-19313F-HRTimeline
Guardian Wealth Advisors, LLC860$297K0.17%013F-HRTimeline
Kelman-Lazarov, Inc.860$297K0.04%-18913F-HRTimeline
Frederick Financial Consultants, LLC859$297K0.17%+2413F-HRTimeline
Washington Trust Advisors, Inc.858$296K0.02%-913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC857$296K0.1%-15213F-HRTimeline
49 WEALTH MANAGEMENT, LLC857$296K0.03%-1,27413F-HRTimeline
Runnymede Capital Advisors, Inc.852$294K0.24%new13F-HRTimeline
SEEDS INVESTOR LLC851$294K0.06%-4013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC850$294K0.13%new13F-HRTimeline
Hoese & Co LLP850$293K0.22%-15013F-HRTimeline
Bogart Wealth, LLC849$293K0.01%+29313F-HRTimeline
Frazier Financial Advisors, LLC849$293K0.18%+23813F-HRTimeline
Birch Hill Investment Advisors LLC849$293K0.01%013F-HRTimeline
SEVEN MILE ADVISORY849$293K0.05%-32013F-HRTimeline
Rede Wealth, LLC849$293K0.23%-2,04313F-HRTimeline
Eagle Bay Advisors LLC849$293K0.23%+11113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/848$293K0.05%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC847$292K0.09%new13F-HRTimeline
Greater Midwest Financial Group, LLC846$292K0.19%-5,53313F-HRTimeline
SummitTX Capital, L.P.845$292K0.01%+5613F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC845$292K0.19%new13F-HRTimeline
Ransom Advisory, Ltd845$292K0.13%013F-HR/ATimeline
Insight Advisors, LLC/ PA841$291K0.04%-8813F-HRTimeline
Shepherd Financial Partners LLC842$291K0.03%-52613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…840$290K0.01%new13F-HRTimeline
American National Bank of Texas840$290K0.27%13F-HRTimeline
Cairn Investment Group, Inc.841$290K0.13%013F-HRTimeline
RENAISSANCE GROUP LLC838$289K0.01%-13013F-HRTimeline
ALBERT D MASON INC837$289K0.19%-3613F-HRTimeline
Lavaca Capital LLC837$289K0.05%-83413F-HRTimeline
Symmetry Partners, LLC836$289K0.03%new13F-HRTimeline
PMV Capital Advisers, LLC835$288K0.56%013F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD834$288K0.02%-8313F-HRTimeline
Horizon Wealth Management, LLC831$287K0.04%+113F-HRTimeline
Stillwater Capital Advisors, LLC830$287K0.03%-14513F-HRTimeline
West Wealth Group, LLC793$287K0.06%new13F-HRTimeline
Hoxton Planning & Management, LLC829$286K0.09%-15513F-HRTimeline
Copeland Capital Management, LLC829$286K0.01%-40,26613F-HRTimeline
Werba Rubin Papier Wealth Management827$286K0.05%+8913F-HRTimeline
Spartan Planning & Wealth Management824$285K0.22%new13F-HRTimeline
ROI Financial Advisors, LLC821$283K0.17%-1,93413F-HRTimeline
Meridian Wealth Partners, LLC817$282K0.04%new13F-HRTimeline
Tactive Advisors, LLC815$281K0.08%new13F-HRTimeline
ETF Portfolio Partners, Inc.811$280K0.07%+213F-HRTimeline
Investor's Fiduciary Advisor Network, L…811$280K0.09%-1913F-HRTimeline
Aletheian Wealth Advisors LLC810$280K0.13%+1013F-HRTimeline
MTM Investment Management, LLC810$280K0.09%-613F-HRTimeline
Limestone Investment Advisors LP809$279K0.13%new13F-HRTimeline
MRP Capital Investments, LLC895$279K0.24%-71013F-HR/ATimeline
WJ Financial Advisors LLC808$279K0.27%13F-HRTimeline
MOTIVE WEALTH ADVISORS807$279K0.12%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC806$278K0.16%new13F-HR/ATimeline
Financial Council, LLC806$278K0.12%-613F-HRTimeline
Global Financial Private Client, LLC806$278K0.1%-14613F-HRTimeline