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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rossby Financial, LCC999$274K0.06%+29313F-HRTimeline
First Western Trust Bank1,010$273K0.01%-33513F-HRTimeline
Signature Equity Partners, LLC1,010$273K0.15%-3013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,009$273K0.07%+5413F-HRTimeline
Five Oceans Advisors1,008$273K0.1%+713F-HRTimeline
Kaizen Financial Strategies861$273K0.12%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,007$272K0.11%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…1,006$272K0.11%+13213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,000$271K<0.01%013F-HRTimelineGroup
RiverGlades Family Offices LLC1,000$271K0.16%13F-HRTimeline
Quinn Opportunity Partners LLC1,000$271K0.01%013F-HRTimeline
Papamarkou Wellner Asset Management inc.1,000$271K0.17%013F-HRTimeline
McMillan Office, Inc.1,000$271K0.03%013F-HRTimeline
Koss-Olinger Consulting, LLC996$270K0.02%-3613F-HRTimeline
Sunburst Financial Group, LLC996$269K0.05%-14213F-HR/ATimeline
COFG Advisors, LLC992$268K0.07%new13F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC991$268K0.17%-45913F-HRTimeline
AMARILLO NATIONAL BANK990$268K0.05%+10013F-HRTimeline
Bolthouse Investments, LLC989$268K0.24%013F-HRTimeline
Merited Wealth, LLC987$267K0.22%-31713F-HRTimeline
West Family Investments, Inc.985$267K0.09%-3,56213F-HRTimeline
Palmer Knight Co985$267K0.13%013F-HRTimeline
Black Diamond Financial, LLC984$266K0.03%+3513F-HRTimeline
TBH Global Asset Management, LLC983$266K0.05%-33013F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC982$266K0.04%013F-HRTimeline
Midwest Financial Group LLC981$265K0.11%+1913F-HRTimeline
Integrated Investment Consultants, LLC976$264K0.06%-9113F-HRTimeline
River Wealth Advisors LLC974$264K0.03%-7513F-HRTimeline
4WEALTH ADVISORS, INC.1,005$263K0.22%-4213F-HRTimeline
Eagle Wealth Advisors LLC972$263K0.24%-65713F-HRTimeline
Kera Capital Partners, Inc.971$263K0.03%+16213F-HRTimeline
Mustard Seed Financial, LLC970$262K0.16%new13F-HRTimeline
Wall Street Financial Group, Inc.968$262K0.16%+18313F-HRTimeline
KFA Private Wealth Group, LLC967$262K0.06%+5613F-HRTimeline
BayBridge Capital Group, LLC793$262K0.16%013F-HRTimeline
TOWER TRUST & INVESTMENT Co967$262K0.17%013F-HRTimeline
RDA Financial Network963$261K0.07%-2813F-HRTimeline
Concentric Capital Strategies, LP963$261K0.02%new13F-HRTimeline
Swisher Financial Concepts, Inc.960$260K0.15%+5013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…956$259K0.12%-41113F-HRTimeline
Ariston Services Group0$258K0.15%-95313F-HRTimelineAmount filed as zero, left out of ratios.
REGATTA CAPITAL GROUP, LLC953$258K0.04%+11613F-HRTimeline
Karras Company, Inc.951$257K0.26%-22413F-HRTimeline
Permanent Capital Management, LP694$257K0.04%-29513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO949$257K<0.01%-49813F-HRTimeline
Forthright Family Wealth Advisory LLC518$256K0.17%new13F-HRTimeline
HEARTLAND ADVISORS INC945$256K0.01%013F-HRTimeline
VAN STRUM & TOWNE INC.945$256K0.07%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC945$256K0.07%-12713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.944$255K0.16%+5213F-HRTimeline
Benin Management CORP943$255K0.06%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC942$255K0.01%-8213F-HRTimeline
Miller Financial Services LLC941$255K0.28%-3913F-HRTimeline
Covestor Ltd938$254K0.18%-40713F-HRTimeline
Sageworth Trust Co937$254K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC936$253K0.02%-7113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC935$253K0.04%new13F-HRTimeline
Alteri Wealth LLC935$253K0.08%+15613F-HRTimeline
KINTRA WEALTH, LLC934$253K0.02%+19513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC933$253K0.07%+3713F-HRTimeline
Stillwater Capital Advisors, LLC931$252K0.03%013F-HRTimeline
Tillman Hartley LLC930$252K0.06%-36913F-HRTimeline
Foguth Wealth Management, LLC.661$251K0.03%-8813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV683$251K0.09%new13F-HRTimeline
New England Capital Financial Advisors …927$251K0.07%+213F-HRTimeline
Catalina Capital Group, LLC926$251K0.15%-10513F-HRTimeline
Peak Retirement Planning, Inc.925$250K0.05%+1913F-HRTimeline
KRS Capital Management, LLC922$250K0.15%-4613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC922$249K0.04%+513F-HRTimeline
Pasadena Private Wealth, LLC922$249K0.03%-3113F-HRTimeline
Silvant Capital Management LLC921$249K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC921$249K0.04%-24213F-HRTimeline
SAGE RHINO CAPITAL LLC919$249K0.05%-5213F-HRTimeline
Lafayette Investments, Inc.918$248K0.05%013F-HRTimeline
Strait & Sound Wealth Management LLC918$248K0.09%new13F-HRTimeline
Cornerstone Planning Group LLC682$248K0.03%+4513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…916$248K0.2%+6813F-HRTimeline
Washington Trust Advisors, Inc.916$248K0.02%-1213F-HRTimeline
Balboa Wealth Partners915$248K0.04%+5013F-HRTimeline
A4 Wealth Advisors LLC915$248K0.21%-31713F-HRTimeline
Financial & Tax Architects, LLC914$247K0.06%+4613F-HRTimeline
Pines Wealth Management, LLC913$247K0.08%+10213F-HRTimeline
BLALOCK WILLIAMS, LLC912$247K0.19%-39613F-HRTimeline
Cornerstone Financial Management LLC912$247K0.23%-2013F-HR/ATimeline
Red Wave Investments LLC909$246K0.07%-1813F-HRTimeline
First Heartland Consultants, Inc.909$246K0.02%-1913F-HRTimeline
Clark Asset Management, LLC908$246K0.02%+4113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…904$245K0.07%-21213F-HRTimeline
Clean Yield Group904$245K0.07%013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC901$244K0.02%013F-HRTimeline
JBF Capital, Inc.900$244K0.04%013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA897$243K0.03%-3013F-HRTimelineGroup
Polymer Capital Management (US) LLC896$242K0.04%-12713F-HRTimeline
Auxano Advisors, LLC893$242K0.05%+13813F-HRTimeline
Brady Martz Wealth Solutions, LLC892$241K0.04%-44013F-HRTimeline
Shulman DeMeo Asset Management LLC891$241K0.05%+213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co889$241K0.01%+15113F-HRTimelineGroup
Whetstone Capital Advisors, LLC888$240K0.09%+18513F-HRTimeline
ARQ WEALTH ADVISORS, LLC888$240K0.04%+25613F-HRTimeline
Cheviot Value Management, LLC886$240K0.02%-2313F-HRTimeline
TAGStone Capital, Inc.885$239K0.08%new13F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP884$239K0.01%+26413F-HRTimeline
Summit Place Financial Advisors, LLC882$239K0.11%013F-HRTimeline
Capital Wealth Alliance, LLC882$239K0.11%013F-HRTimeline
Berman McAleer LLC882$239K0.03%-913F-HRTimeline
EAGLE WEALTH STRATEGIES LLC882$239K0.1%-2913F-HRTimeline
LS Investment Advisors, LLC880$238K0.04%-1,54513F-HRTimeline
Caerus Investment Advisors, LLC872$236K0.1%-31513F-HRTimeline
Warwick Investment Management, Inc.872$236K0.03%-14213F-HRTimeline
Johnson Financial Group, LLC870$235K0.02%new13F-HRTimeline
Eurizon SLJ Capital Ltd870$235K0.11%-61413F-HRTimeline
Tandem Investment Advisors, Inc.867$235K0.01%-47413F-HRTimeline
McKinley Carter Wealth Services, Inc.867$235K0.01%-30413F-HRTimeline
Atlas Brown,Inc.866$234K0.07%-11713F-HRTimeline
Elser Financial Planning, Inc851$234K0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC864$234K0.09%-8613F-HRTimeline
Owl Creek Wealth Partners LLC862$233K0.08%13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…860$233K0.01%-18013F-HRTimeline
Synergy Financial Group, LTD860$233K0.17%new13F-HRTimeline
Harbour Trust & Investment Management Co860$233K0.02%-1,38913F-HRTimeline
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC856$232K0.01%+16513F-HRTimelineGroup
Mach-1 Financial Group, LLC856$232K0.08%-1,16813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC856$232K0.07%+9013F-HRTimeline
Capstone Financial Advisors, Inc.855$231K0.01%+413F-HRTimeline
Runnymede Capital Advisors, Inc.852$231K0.2%new13F-HRTimeline
First Dallas Securities Inc.850$230K0.09%-6,83713F-HRTimeline
Northern Capital Management, Inc.850$230K0.12%+23513F-HRTimeline
Stronghold Wealth Management L.L.C.847$229K0.35%+9013F-HRTimeline
CGN Advisors LLC846$229K0.02%-1813F-HRTimeline
Cairn Investment Group, Inc.841$228K0.11%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC842$228K0.22%013F-HRTimeline
IFC & Insurance Marketing, Inc.841$228K0.24%-10713F-HRTimeline
TigerOak Management, L.L.C.841$228K0.07%-40413F-HRTimeline
Investor's Fiduciary Advisor Network, L…842$227K0.07%-22013F-HRTimeline
Odyssean, LLC838$227K0.08%new13F-HRTimeline
Lavaca Capital LLC837$226K0.04%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.837$226K0.02%-9813F-HRTimeline
WATERS PARKERSON & CO., LLC836$226K0.01%-52813F-HRTimeline
Destination Wealth Management835$226K0.01%-9913F-HRTimeline
PMV Capital Advisers, LLC835$226K0.38%-1613F-HRTimeline
WMG Financial Advisors, LLC834$226K0.09%-14913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC833$226K0.01%new13F-HRTimeline
WJ Financial Advisors LLC833$225K0.18%+2513F-HRTimeline
Marin Bay Wealth Advisors, LLC1,887$225K0.14%+54913F-HRTimeline
SAX WEALTH ADVISORS, LLC683$225K0.01%-14813F-HRTimeline
Global Financial Private Client, LLC831$225K0.07%-4613F-HRTimeline
Team Financial Group, LLC830$225K0.1%013F-HRTimeline
Sivia Capital Partners, LLC830$225K0.04%-2,29613F-HRTimeline
Veracity Capital LLC829$224K0.08%-10013F-HRTimeline
Bruce G. Allen Investments, LLC829$224K0.15%+10013F-HRTimeline
Betterment LLC829$224K<0.01%new13F-HRTimeline
LFG Wealth Partners, LLC826$223K0.13%-613F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC825$223K0.36%-3613F-HRTimeline
GSG Advisors LLC822$222K0.06%-3413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC821$222K0.05%-6013F-HRTimeline
Wealth Advisory Solutions, LLC820$222K0.05%new13F-HRTimeline
Financial Council, LLC820$222K0.09%013F-HRTimeline
CRUX WEALTH ADVISORS820$222K0.09%-1613F-HRTimeline
Miller Global Investments, LLC819$222K0.2%013F-HRTimeline
Colter Lewis Investment Partners LLC818$221K0.21%new13F-HRTimeline
IFS Group,LLC817$221K0.2%13F-HRTimeline
Greater Midwest Financial Group, LLC817$221K0.12%+5413F-HRTimeline
Lifestyle Asset Management, Inc.815$221K0.07%+4713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.813$220K0.02%+4113F-HRTimeline
ETF Portfolio Partners, Inc.811$219K0.06%013F-HRTimeline
MTM Investment Management, LLC810$219K0.07%013F-HRTimeline
Seros Financial, LLC810$219K0.14%+6713F-HRTimeline
West Wealth Group, LLC806$218K0.04%+10013F-HRTimeline
Raleigh Capital Management Inc.806$218K0.08%+4413F-HRTimeline
HighMark Wealth Management LLC788$218K0.09%-7913F-HRTimeline
Oxford Wealth Group, LLC800$217K0.12%-4613F-HRTimeline
Axim Planning & Wealth799$216K0.26%new13F-HRTimeline
Avion Wealth801$216K0.04%+15713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…797$216K0.15%+7613F-HRTimeline
Arbor Investment Advisors, LLC797$216K0.03%-24813F-HRTimeline
NewSquare Capital LLC797$216K0.02%+18313F-HRTimeline
Capital Advisors Wealth Management, LLC797$216K0.03%-1,02813F-HRTimeline
Operose Advisors LLC795$215K0.05%+30313F-HRTimeline
Bill Few Associates, Inc.794$215K0.05%-2513F-HRTimeline
INVENIO WEALTH PARTNERS LLC791$214K0.08%-42413F-HRTimeline
Maple Capital Management, Inc.791$214K0.01%-47913F-HRTimeline
Guardian Wealth Advisors, LLC789$214K0.12%-6013F-HRTimeline
CM WEALTH ADVISORS LLC788$213K0.05%-6513F-HRTimeline
MOTIVE WEALTH ADVISORS786$213K0.1%-3613F-HRTimeline
Fire Capital Management LLC786$213K0.1%-23313F-HRTimeline
MOKAN Wealth Management Inc.785$213K0.09%-9213F-HRTimeline
Trek Financial, LLC786$213K0.01%+3313F-HRTimeline
Trifecta Capital Advisors, LLC785$212K0.03%013F-HRTimeline
RMR Wealth Builders783$212K0.02%-21313F-HRTimeline
XY Planning Network, Inc.772$212K0.03%-66113F-HRTimeline
TrueWealth Advisors, LLC779$211K0.05%+1813F-HRTimeline
Hoxton Planning & Management, LLC777$210K0.06%-17513F-HRTimeline
Heron Bay Capital Management776$210K0.02%013F-HRTimeline
G&S Capital LLC776$210K0.07%-8,73313F-HRTimeline
August Group Capital Ltd773$209K0.24%+6913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC773$209K0.09%+19413F-HRTimeline
JFS WEALTH ADVISORS, LLC773$209K0.01%-2413F-HRTimeline
Westhampton Capital, LLC772$209K0.1%013F-HRTimeline
CAMDEN NATIONAL BANK772$209K0.03%-91213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC770$208K0.03%+4513F-HRTimeline