UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers: 3,250
13F filers: 3,314
New: 178
Added: 1,116
Reduced: 1,499
Sold out: 214
Shares held by filers: 751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	1,386	$383K	0.28%	-1,532	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,161	$383K	0.26%	-22	13F-HR Timeline
Canal Capital Management, LLC	1,158	$382K	0.05%	-136	13F-HR Timeline
Evolution Wealth Advisors, LLC	1,154	$381K	0.04%	-10	13F-HR Timeline
GenTrust, LLC	1,153	$381K	0.02%	-75	13F-HR Timeline
DRW Securities, LLC	1,153	$381K	0.03%	new	13F-HR Timeline
Navalign, LLC	1,149	$379K	0.09%	0	13F-HR Timeline
Balance Wealth Partners LLC	1,147	$379K	0.12%	-108	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,144	$378K	0.07%	-54	13F-HR Timeline
BALLAST ADVISORS LLC	1,142	$377K	0.1%	+121	13F-HR Timeline
BCK Partners, Inc.	1,142	$377K	0.2%	-105	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,139	$376K	0.02%	+20	13F-HR Timeline
Sunburst Financial Group, LLC	1,138	$376K	0.08%	-40	13F-HR Timeline
Net Worth Advisory Group	1,137	$375K	0.08%	-128	13F-HR Timeline
Forefront Wealth Partners, LLC	1,137	$375K	0.18%	-1,169	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,137	$375K	0.19%	-1,101	13F-HR Timeline
BAKER BOYER NATIONAL BANK	1,137	$375K	0.11%	+1	13F-HR Timeline
Maxele Advisors, LLC	1,136	$375K	0.3%	-30	13F-HR Timeline
Journey Advisory Group, LLC	1,135	$375K	0.03%	new	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	1,135	$375K	0.09%	+145	13F-HR Timeline
Per Stirling Capital Management, LLC.	1,132	$374K	0.04%	new	13F-HR Timeline
PSI Advisors, LLC	1,128	$372K	0.09%	+85	13F-HR Timeline
Harvest Investment Services, LLC	1,127	$372K	0.07%	new	13F-HR Timeline
bLong Financial, LLC	1,125	$371K	0.26%	-121	13F-HR Timeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…	1,116	$368K	0.1%	-23	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	1,114	$368K	0.03%	-252	13F-HR Timeline
DILLON & ASSOCIATES INC	1,113	$367K	0.05%	0	13F-HR Timeline
Atlas Wealth LLC	1,110	$366K	0.11%	0	13F-HR Timeline
Larry Mathis Financial Planning, LLC	1,107	$365K	0.32%		13F-HR Timeline
Berbice Capital Management LLC	1,106	$365K	0.22%	0	13F-HR Timeline
Planning Center, Inc.	1,104	$364K	0.04%	0	13F-HR Timeline
Flatrock Wealth Partners LLC	1,103	$364K	0.17%		13F-HR/A Timeline
Wealthspire Retirement, LLC	1,102	$364K	0.02%	-465	13F-HR Timeline
Moran Wealth Management, LLC	1,102	$364K	0.01%	new	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	1,099	$363K	0.04%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	1,099	$363K	0.04%	-40	13F-HR Timeline
Pursuit Wealth Management LLC	1,099	$363K	0.31%		13F-HR Timeline
Delta Investment Management, LLC	1,091	$360K	0.06%	-148	13F-HR Timeline
HFR Wealth Management, LLC	1,090	$360K	0.08%	0	13F-HR Timeline
Ignite Planners, LLC	1,249	$358K	0.05%	+95	13F-HR Timeline
Oxinas Partners, LLC	1,085	$358K	0.17%	+1	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,084	$358K	0.28%	+10	13F-HR Timeline
North Forty Two & Co.	1,081	$357K	0.34%	0	13F-HR Timeline
Andina Capital Management, LLC	1,080	$357K	0.22%	-53	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,080	$357K	0.08%	+33	13F-HR Timeline
Golden Reserve Retirement LLC	1,079	$356K	0.07%	new	13F-HR Timeline
TFC Financial Management, Inc.	1,076	$355K	0.04%	+662	13F-HR Timeline
Core Alternative Capital	1,076	$355K	0.1%	+648	13F-HR Timeline
FINANCIAL CONSULATE, INC	1,075	$355K	0.05%	-21	13F-HR Timeline
Values Added Financial LLC	1,072	$354K	0.15%	-37	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	1,072	$354K	0.1%	+4	13F-HR Timeline
Asset Management Group, Inc.	1,071	$354K	0.06%	-620	13F-HR Timeline
Advocate Investing Services LLC	1,068	$353K	0.32%		13F-HR Timeline
Quarry LP	1,068	$353K	0.06%	+787	13F-HR Timeline
WealthBridge Capital Management, LLC	1,067	$352K	0.08%	-75	13F-HR Timeline
Clarus Wealth Advisors	1,055	$352K	0.15%	new	13F-HR Timeline
Integrated Investment Consultants, LLC	1,067	$352K	0.07%	-1,325	13F-HR/A Timeline
Provident Wealth Management, LLC	1,066	$352K	0.1%	0	13F-HR Timeline
Caitlin John, LLC	1,064	$351K	0.23%	+40	13F-HR Timeline
Aldebaran Financial Inc.	1,055	$350K	0.32%	-105	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	1,061	$350K	0.13%	new	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,062	$350K	0.08%	+251	13F-HR Timeline
BlackDiamond Wealth Management, LLC	1,268	$350K	0.17%	+115	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,058	$349K	0.15%	+321	13F-HR Timeline
Quantum Financial Advisors, LLC	1,057	$349K	0.04%	+2	13F-HR Timeline
Van Diest Capital, LLC	1,057	$349K	0.52%		13F-HR Timeline
Michels Family Financial, LLC	1,057	$349K	0.26%	+76	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,056	$349K	0.15%	+20	13F-HR Timeline
Alan B Lancz & Associates, Inc.	1,055	$348K	0.31%	-200	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,053	$348K	0.09%	+1	13F-HR Timeline
Tannin Capital LLC	1,053	$348K	0.31%		13F-HR Timeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…	1,050	$347K	0.65%	-120	13F-HR Timeline
Winter & Associates, Inc.	1,052	$347K	0.32%		13F-HR Timeline
Disciplined Investors, L.L.C.	1,050	$347K	0.23%	-317	13F-HR Timeline
River Wealth Advisors LLC	1,049	$346K	0.04%	-703	13F-HR Timeline
New Covenant Trust Company, N.A.	1,029	$346K	0.31%	+14	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	1,047	$346K	0.13%	0	13F-HR Timeline
4WEALTH ADVISORS, INC.	1,047	$345K	0.3%	-20	13F-HR Timeline
Horizon Investment Services, LLC	1,046	$345K	0.12%	0	13F-HR Timeline
Antonelli Financial Advisors, LLC	1,045	$345K	0.23%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	1,045	$345K	0.05%	-326	13F-HR Timeline
Custos Family Office, LLC	1,041	$344K	0.23%	-150	13F-HR Timeline
Signature Equity Partners, LLC	1,040	$343K	0.19%		13F-HR Timeline
Reflection Asset Management	1,040	$343K	0.24%		13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	1,040	$343K	0.02%	-12	13F-HR Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC	1,039	$343K	0.03%	-136	13F-HR Timeline
Altiora Financial Group, LLC	1,038	$343K	0.06%	0	13F-HR Timeline
Avise Financial Cooperative, Inc.	1,035	$342K	0.31%		13F-HR Timeline
Walkner Condon Financial Advisors LLC	1,035	$342K	0.05%	-19	13F-HR Timeline
Koss-Olinger Consulting, LLC	1,032	$341K	0.03%	+52	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	1,031	$340K	0.14%	+51	13F-HR Timeline
Catalina Capital Group, LLC	1,031	$340K	0.21%	-106	13F-HR Timeline
SWP FINANCIAL LLC	1,026	$339K	0.17%	0	13F-HR Timeline
Wealth Forward, LLC	1,025	$338K	0.19%	+13	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,024	$338K	0.02%	-149	13F-HR Timeline
Polymer Capital Management (US) LLC	1,023	$338K	0.04%	-392	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	1,020	$337K	0.16%	-8	13F-HR Timeline
Alpha Wealth Funds, LLC	1,000	$337K	0.23%	0	13F-HR Timeline
Fire Capital Management LLC	1,019	$336K	0.17%	new	13F-HR Timeline
United Community Bankin group United Community Bank	1,018	$336K	0.13%	-1,082	13F-HR Timeline Group
ADVISORS MANAGEMENT GROUP INC /ADV	1,018	$336K	0.06%	0	13F-HR Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD	1,018	$336K	0.05%		13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,014	$335K	0.04%	-1,181	13F-HR Timeline
Warwick Investment Management, Inc.	1,014	$335K	0.05%	+134	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,011	$334K	0.04%	-393	13F-HR Timeline
Heritage Financial Services, LLC	1,010	$333K	0.03%	+51	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	1,009	$333K	0.25%	+7	13F-HR Timeline
Compass Ion Advisors, LLC	1,007	$332K	0.03%	-135	13F-HR Timeline
Eagle Bay Advisors LLC	1,006	$332K	0.24%	+157	13F-HR Timeline
Marotta Asset Management	1,005	$332K	0.06%	0	13F-HR Timeline
PCG ASSET MANAGEMENT, LLC	1,001	$331K	0.26%	-22	13F-HR Timeline
Safe Harbor Wealth Advisors, LLC	1,162	$330K	0.32%		13F-HR Timeline
Five Oceans Advisors	1,001	$330K	0.12%	-3	13F-HR Timeline
Quinn Opportunity Partners LLC	1,000	$330K	0.01%	0	13F-HR Timeline
Deeter Investments LLP	1,000	$330K	0.07%		13F-HR Timeline
INCEPTIONR LLC	1,000	$330K	0.09%	new	13F-HR Timeline
Waterway Wealth Management, LLC	1,000	$330K	0.07%	new	13F-HR Timeline
Papamarkou Wellner Asset Management inc.	1,000	$330K	0.2%	0	13F-HR Timeline
Capstone Capital Management Ltd	1,000	$330K	0.32%		13F-HR Timeline
McMillan Office, Inc.	1,000	$330K	0.04%		13F-HR Timeline
AtlasMark Financial, Inc	1,000	$330K	0.21%	0	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	1,000	$330K	<0.01%	0	13F-HR Timeline Group
BALDWIN WEALTH PARTNERS LLC/MA	998	$329K	0.02%	-437	13F-HR Timeline
RMR Wealth Builders	996	$329K	0.03%	-108	13F-HR Timeline
Second Line Capital, LLC	996	$329K	0.07%	+2	13F-HR Timeline
Bouchey Financial Group, Ltd.	994	$328K	0.02%	-9	13F-HR Timeline
Phillip James Consulting Co.	968	$328K	5.79%		13F-HR Timeline
RDA Financial Network	991	$327K	0.08%	-403	13F-HR Timeline
Chicago Capital, LLC	991	$327K	0.01%	+267	13F-HR Timeline
Stegent Equity Advisors, Inc.	991	$327K	0.25%	new	13F-HR Timeline
Bolthouse Investments, LLC	989	$326K	0.29%	+353	13F-HR Timeline
Permanent Capital Management, LP	989	$326K	0.06%	+258	13F-HR Timeline
LongView Wealth Management	956	$326K	0.08%	+1	13F-HR Timeline
Palmer Knight Co	985	$325K	0.17%	0	13F-HR Timeline
Torren Management, LLC	985	$325K	0.17%		13F-HR Timeline
WMG Financial Advisors, LLC	983	$324K	0.13%	-635	13F-HR Timeline
Atlas Brown,Inc.	983	$324K	0.1%	-114	13F-HR Timeline
FOUNDERS CAPITAL MANAGEMENT, LLC	982	$324K	0.05%	+29	13F-HR Timeline
Miller Financial Services LLC	980	$324K	0.38%	-125	13F-HR Timeline
Heartland Bank & Trust Co	980	$324K	0.14%	-2,611	13F-HR Timeline
DV Trading LLC	977	$323K	0.03%		13F-HR Timeline
SEEDS INVESTOR LLC	976	$322K	0.06%	+125	13F-HR Timeline
SAGE RHINO CAPITAL LLC	971	$321K	0.06%	-59	13F-HR Timeline
KRS Capital Management, LLC	968	$320K	0.18%	-175	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	967	$319K	0.01%	-41	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	967	$319K	0.2%	-143	13F-HR Timeline
SONATA CAPITAL GROUP INC	965	$319K	0.12%	0	13F-HR Timeline
Teza Capital Management LLC	964	$318K	1.02%	-96	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	963	$318K	0.12%	-998	13F-HR Timeline
Midwest Financial Group LLC	962	$318K	0.14%	+5	13F-HR Timeline
Southland Equity Partners LLC	960	$317K	0.06%	+12	13F-HR Timeline
Michael J. Porro & Co. Financial Adviso…	959	$317K	0.27%		13F-HR Timeline
Clifford Group, LLC	958	$316K	0.24%	-142	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	955	$315K	0.07%	+18	13F-HR Timeline
Ariston Services Group	953	$315K	0.18%	0	13F-HR Timeline
Pasadena Private Wealth, LLC	953	$314K	0.04%	-115	13F-HR Timeline
Hoxton Planning & Management, LLC	952	$314K	0.09%	+123	13F-HR Timeline
Integrity Wealth Solutions LLC	950	$314K	0.12%	+5	13F-HR Timeline
Black Diamond Financial, LLC	949	$313K	0.03%	-43	13F-HR Timeline
IFC & Insurance Marketing, Inc.	948	$313K	0.31%		13F-HR Timeline
May Hill Capital, LLC	948	$313K	0.08%	-515	13F-HR/A Timeline
ADIRONDACK TRUST CO	948	$313K	0.1%	-481	13F-HR Timeline
HEARTLAND ADVISORS INC	945	$312K	0.02%	0	13F-HR Timeline
VAN STRUM & TOWNE INC.	945	$312K	0.09%	0	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	944	$312K	0.07%	0	13F-HR Timeline
Benin Management CORP	943	$311K	0.07%	-129	13F-HR Timeline
Founders Financial Alliance, LLC	938	$310K	0.06%	-235	13F-HR Timeline
Indiana Trust & Investment Management Co	936	$309K	0.09%	-158	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	935	$309K	0.03%	-121	13F-HR Timeline
Destination Wealth Management	934	$308K	0.01%	-52	13F-HR Timeline
Cornerstone Financial Management LLC	932	$308K	0.29%		13F-HR/A Timeline
Stillwater Capital Advisors, LLC	931	$307K	0.03%	+101	13F-HR Timeline
TWINBEECH CAPITAL LP	929	$307K	0.02%	new	13F-HR Timeline
Veracity Capital LLC	929	$307K	0.09%	-216	13F-HR Timeline
Washington Trust Advisors, Inc.	928	$306K	0.02%	+70	13F-HR Timeline
First Heartland Consultants, Inc.	928	$306K	0.02%	+25	13F-HR Timeline
Red Wave Investments LLC	927	$306K	0.09%	0	13F-HR Timeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA	927	$306K	0.03%	new	13F-HR Timeline Group
New England Capital Financial Advisors …	925	$305K	0.12%	+1	13F-HR Timeline
Verity Asset Management, Inc.	925	$305K	0.13%	new	13F-HR Timeline
Matisse Capital	925	$305K	0.14%	+7	13F-HR Timeline
Silvant Capital Management LLC	921	$304K	0.01%	0	13F-HR Timeline
Lafayette Investments, Inc.	918	$303K	0.06%	0	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	917	$303K	0.06%	+8	13F-HR Timeline
COERENTE CAPITAL MANAGEMENT	915	$302K	0.06%	new	13F-HR Timeline
Pekao Towarzystwo Funduszy Inwestycyjny…	911	$301K	0.25%		13F-HR Timeline
KFA Private Wealth Group, LLC	911	$301K	0.07%	-47	13F-HR Timeline
EAGLE WEALTH STRATEGIES LLC	911	$301K	0.14%	-47	13F-HR Timeline
Swisher Financial Concepts, Inc.	910	$300K	0.17%	-15	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	908	$300K	0.1%	-73	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	907	$299K	0.02%	-7	13F-HR Timeline
Peak Retirement Planning, Inc.	906	$299K	0.07%	+123	13F-HR Timeline
LeClair Wealth Partners LLC	905	$299K	0.17%	-27	13F-HR Timeline
Clean Yield Group	904	$298K	0.08%	0	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	1,040	$298K	0.18%	-137	13F-HR Timeline
WEBSTER BANK, N. A.	903	$298K	0.03%	-81	13F-HR Timeline
Three Seasons Wealth, LLC	903	$298K	0.03%	-283	13F-HR Timeline
Financial Management Professionals, Inc.	902	$298K	0.03%	+16	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	896	$298K	0.08%	+33	13F-HR Timeline
Darwin Wealth Management, LLC	901	$298K	0.09%	-43	13F-HR Timeline