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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Riverview Trust Co1,121$567K0.52%+3313F-HRTimeline
Prostatis Group LLC1,120$567K0.17%+1513F-HRTimeline
Tillman Hartley LLC1,119$566K0.16%-113F-HRTimeline
Granite Harbor Advisors, Inc.1,119$566K0.31%+2313F-HRTimeline
Sunbeam Capital Management, LLC1,116$565K0.52%13F-HR/ATimeline
Paradigm, Strategies in Wealth Manageme…1,116$565K0.37%+24513F-HRTimeline
Perbak Capital Partners LLP1,115$564K0.3%-4,63313F-HRTimeline
WPG Advisers, LLC1,115$564K0.52%13F-HRTimeline
Forefront Wealth Partners, LLC1,114$563K0.42%13F-HRTimeline
Oak Thistle LLC1,113$563K0.17%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC1,109$561K0.04%-9713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,108$561K0.22%-29813F-HRTimeline
Capital A Wealth Management, LLC1,105$559K0.93%13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.1,105$559K0.47%13F-HRTimeline
BALLAST ADVISORS LLC1,104$558K0.17%-14713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,103$558K0.05%-14413F-HRTimeline
First Command Advisory Services, Inc.1,101$557K0.01%-3313F-HRTimeline
Catalyst Funds Management Pty Ltd1,100$556K0.14%new13F-HRTimeline
Orion Investment Co1,100$556K0.22%013F-HRTimeline
Tower Wealth Partners, Inc.1,099$556K0.29%+6213F-HRTimeline
Oxinas Partners, LLC1,095$554K0.32%-43613F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,095$554K0.47%+16913F-HRTimeline
Davis Capital Management1,094$553K0.45%+413F-HRTimeline
Amplius Wealth Advisors, LLC1,093$553K0.06%+11513F-HRTimeline
Cornerstone Capital, Inc.1,092$552K0.06%013F-HRTimeline
Discipline Wealth Solutions, LLC1,092$552K0.26%+13813F-HRTimeline
Rappaport Reiches Capital Management, L…1,091$552K0.14%+513F-HRTimeline
Genesee Capital Advisors, LLC1,091$552K0.26%+10113F-HRTimeline
Impact Investors, Inc1,089$551K0.43%13F-HRTimeline
360 Financial, Inc.1,088$550K0.2%+25013F-HRTimeline
Pathway Financial Advisors LLC1,087$550K0.13%-513F-HRTimeline
Blackston Financial Advisory Group, LLC1,086$549K0.27%+12313F-HRTimeline
Successful Portfolios LLC1,085$549K0.37%+1813F-HRTimeline
Congress Park Capital LLC1,085$549K0.2%+3513F-HRTimeline
Navalign, LLC1,081$547K0.16%+413F-HRTimeline
Palisades Hudson Asset Management, L.P.1,078$546K0.23%013F-HRTimeline
Smith Anglin Financial, LLC1,077$545K0.05%-14113F-HRTimeline
Defined Financial Planning LLC1,076$544K0.58%13F-HRTimeline
Ipswich Investment Management Co., Inc.1,072$542K0.13%-1213F-HRTimeline
Atala Financial Inc1,072$542K0.38%13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,071$542K0.3%+14113F-HRTimeline
SAGE RHINO CAPITAL LLC1,071$542K0.12%-3513F-HRTimeline
Cheviot Value Management, LLC1,069$541K0.1%+11813F-HRTimeline
Bank of Marin1,069$541K0.43%+23613F-HRTimeline
BANK OF HAWAII1,065$539K0.03%-3,19813F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,065$539K0.13%+913F-HRTimeline
Guerra Advisors Inc1,062$537K0.3%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,050$535K0.21%13F-HRTimeline
Avantra Family Wealth, Inc.1,058$535K0.5%13F-HRTimeline
STAR Financial Bank1,057$535K0.38%-42013F-HRTimeline
Garden State Investment Advisory Servic…1,052$534K0.16%-8513F-HRTimeline
BBR PARTNERS, LLC1,054$533K0.04%+55413F-HRTimeline
Darden Wealth Group Inc1,054$533K0.36%013F-HRTimeline
Kimelman & Baird, LLC1,053$533K0.04%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,052$532K0.29%013F-HRTimeline
Sandy Cove Advisors, LLC1,051$532K0.21%+6613F-HRTimeline
High Net Worth Advisory Group LLC1,048$530K0.15%-20013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,048$530K0.04%013F-HRTimeline
SignalPoint Asset Management, LLC1,047$530K0.13%+1413F-HRTimeline
Perritt Capital Management Inc1,046$529K0.28%+913F-HRTimeline
Aspire Growth Partners LLC1,046$529K0.52%13F-HRTimeline
Alhambra Investment Management LLC1,044$528K0.27%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,040$526K0.03%-6213F-HRTimeline
UNIONVIEW, LLC1,038$525K0.38%+113F-HRTimeline
Diligent Investors, LLC1,036$524K0.12%+50113F-HRTimeline
Holistic Financial Partners1,035$524K0.26%+14913F-HRTimeline
Elser Financial Planning, Inc1,035$524K0.04%new13F-HRTimeline
McElhenny Sheffield Capital Management,…1,033$523K0.18%013F-HRTimeline
Werba Rubin Papier Wealth Management1,032$522K0.12%-10913F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,032$522K0.3%13F-HRTimeline
Deseret Mutual Benefit Administrators1,029$521K0.26%+2713F-HRTimeline
SWP FINANCIAL LLC1,026$519K0.31%013F-HRTimeline
PEOPLES BANK /OH1,024$518K0.3%-32613F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,019$515K0.16%new13F-HRTimeline
Fernwood Investment Management, LLC1,018$515K0.18%-6613F-HRTimeline
Lord & Richards Wealth Management, LLC1,018$515K1.09%13F-HRTimeline
Codex Capital Asset Management L.L.C.1,000$514K0.23%-1,70013F-HRTimeline
Mendel Capital Management LLC1,015$514K0.31%-13413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,015$513K0.17%+3413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,014$513K0.03%-25013F-HRTimeline
Wealth Forward, LLC1,012$512K0.36%-25513F-HRTimeline
MFA Wealth Services1,011$512K0.41%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC1,011$511K0.08%+413F-HRTimeline
Allegheny Financial Group1,009$510K0.13%-2013F-HRTimeline
Winslow Capital Management, LLC1,009$510K<0.01%-26313F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.1,009$510K0.26%013F-HRTimeline
Traveka Wealth, LLC1,008$510K0.28%-1713F-HRTimeline
Rossby Financial, LCC1,008$510K0.32%13F-HRTimeline
WADDELL & ASSOCIATES, LLC1,008$510K0.05%+313F-HR/ATimeline
Commonwealth Financial Services, LLC1,004$508K0.1%+20913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,003$507K0.21%+413F-HRTimeline
Tempus Wealth Planning, LLC1,003$507K0.16%+14113F-HRTimeline
Heck Capital Advisors, LLC1,003$507K0.06%-413F-HR/ATimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …1,000$506K0.02%-50013F-HRTimelineGroup
AtlasMark Financial, Inc1,000$506K0.46%013F-HRTimeline
PUREfi Wealth, LLC997$504K0.49%13F-HRTimeline
MATAURO, LLC994$503K0.11%13F-HRTimeline
Bruce G. Allen Investments, LLC994$503K0.41%+1013F-HRTimeline
Intrepid Financial Planning Group LLC993$502K0.21%-20013F-HRTimeline
Chicago Capital, LLC993$502K0.01%-213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC992$502K0.21%-7513F-HRTimeline
KINTRA WEALTH, LLC991$501K0.35%+7613F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC987$499K0.5%13F-HRTimeline
Persium Advisors, LLC986$499K0.49%13F-HRTimeline
Lantz Financial LLC985$498K0.13%-10413F-HRTimeline
Palmer Knight Co985$498K0.22%013F-HRTimeline
Old Port Advisors982$497K0.14%+613F-HRTimeline
Aldebaran Financial Inc.978$497K0.58%013F-HRTimeline
FDx Advisors, Inc.981$496K0.15%-19913F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.980$496K0.31%-213F-HRTimeline
McAdam, LLC980$496K0.03%+22113F-HRTimeline
Breed's Hill Capital LLC979$495K0.26%+42813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…977$494K0.14%-4013F-HRTimeline
FWG Investments, LLC.977$494K0.38%-713F-HRTimeline
Ascent Capital Management, LLC974$493K0.5%13F-HRTimeline
Brucke Financial, Inc.907$492K0.42%13F-HRTimeline
Washington Trust Advisors, Inc.971$491K0.04%+15313F-HRTimeline
Atom Investors LP970$491K0.06%-20,70613F-HRTimeline
StrongBox Wealth, LLC966$489K0.21%-18013F-HRTimeline
Global Financial Private Client, LLC964$488K0.18%+1113F-HRTimeline
Cache Advisors, LLC962$487K0.2%13F-HR/ATimeline
Darwin Wealth Management, LLC959$485K0.16%-4313F-HR/ATimeline
Palouse Capital Management, Inc.959$485K0.32%-3,26813F-HRTimeline
San Luis Wealth Advisors LLC956$484K0.09%-6,03513F-HRTimeline
Founders Financial Alliance, LLC956$484K0.13%+1113F-HRTimeline
Elite Wealth Management, Inc.956$484K0.11%013F-HRTimeline
KOM Wealth Management Group, LLC956$484K0.36%+213F-HRTimeline
Hexagon Capital Partners LLC953$482K0.09%-16113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV951$481K0.04%+713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.951$481K0.22%-9413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC951$481K0.2%-2213F-HRTimeline
DAGCO, INC.949$480K0.16%new13F-HRTimeline
Cascade Financial Partners, LLC948$480K0.06%+913F-HRTimeline
VAN STRUM & TOWNE INC.945$478K0.18%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…946$478K0.18%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC944$478K0.13%-1413F-HRTimeline
Drake & Associates, LLC906$477K0.14%013F-HRTimeline
MSH Capital Advisors LLC942$476K0.15%-6713F-HRTimeline
Eagle Bay Advisors LLC941$476K0.3%-15213F-HRTimeline
SUTTON PLACE INVESTORS LLC939$475K0.28%+4613F-HRTimeline
Bryce Point Capital, LLC939$475K0.14%13F-HRTimeline
Strata Wealth Advisors, LLC938$474K0.15%-5813F-HRTimeline
Seelaus Asset Management LLC937$474K0.43%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC937$474K0.09%-1413F-HRTimeline
Matisse Capital930$470K0.24%013F-HRTimeline
Red Wave Investments LLC929$470K0.16%-213F-HRTimeline
Quantum Portfolio Management LLC929$470K0.25%+4513F-HRTimeline
Good Life Advisors, LLC928$470K0.03%-61713F-HRTimeline
KLINGENSTEIN FIELDS & CO LP928$469K0.02%+313F-HRTimeline
One Day In July LLC927$469K0.05%+9413F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …925$468K0.06%013F-HRTimeline
New England Capital Financial Advisors …920$465K0.23%+113F-HRTimeline
BARRETT & COMPANY, INC.919$465K0.2%013F-HRTimeline
Malaga Cove Capital, LLC914$462K0.18%+29913F-HRTimeline
Aletheian Wealth Advisors LLC913$462K0.27%-1313F-HRTimeline
Values Added Financial LLC913$462K0.27%-8213F-HRTimeline
Etesian Wealth Advisors, Inc.913$462K0.2%013F-HRTimeline
JGP Wealth Management, LLC911$461K0.06%+7113F-HRTimeline
Reyes Financial Architecture, Inc.909$460K0.36%13F-HRTimeline
Watts Gwilliam & Co., LLC891$458K0.1%013F-HRTimeline
Centerpoint Advisory Group905$458K0.44%13F-HRTimeline
RAINIER FAMILY WEALTH INC904$457K0.55%13F-HRTimeline
Western Pacific Wealth Management, LP902$456K0.37%+1913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…901$456K0.01%-4,32313F-HRTimelineGroup
Innova Wealth Partners900$455K0.29%new13F-HRTimeline
Asset Allocation & Management Company, …900$455K0.25%new13F-HRTimeline
Security Financial Services, INC.897$454K0.09%+4713F-HRTimeline
MTM Investment Management, LLC896$453K0.17%-11313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.895$453K0.32%-1513F-HRTimeline
ALBERT D MASON INC894$452K0.3%+313F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC893$451K0.1%-1013F-HRTimeline
Hanson & Doremus Investment Management892$451K0.07%+47313F-HRTimeline
Strengthening Families & Communities, L…892$451K0.26%+313F-HRTimeline
waypoint wealth counsel891$451K0.29%+913F-HRTimeline
Merriman Wealth Management, LLC888$449K0.02%+17813F-HRTimeline
Sharp Wealth Advisory, LLC885$447K0.34%+8813F-HRTimeline
MAYPORT, LLC882$446K0.13%-213F-HRTimeline
Lynx Investment Advisory880$445K0.3%013F-HRTimeline
Tandem Wealth Advisors LLC880$445K0.23%+4613F-HRTimeline
Balboa Wealth Partners879$445K0.1%-20913F-HRTimeline
Rooted Wealth Advisors, Inc.864$444K0.17%+29313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…876$443K0.09%+15913F-HRTimelineGroup
Canandaigua National Trust Co of Florida875$443K0.35%+12113F-HRTimeline
Meridian Wealth Partners, LLC875$442K0.07%+613F-HRTimeline
JMAC ENTERPRISES LLC874$442K0.07%+5113F-HRTimeline
Worth Asset Management, LLC873$442K0.24%-53513F-HRTimeline
Financial & Tax Architects, LLC871$441K0.11%+313F-HRTimeline
Altus Wealth Group LLC871$441K0.19%-3713F-HRTimeline
Cherry Tree Wealth Management, LLC871$440K0.11%+5613F-HRTimeline
AlphaStar Capital Management, LLC870$440K0.05%+17213F-HRTimeline
Councilor Wealth, LLC869$440K0.21%-33313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/869$440K0.21%013F-HRTimelineGroup
Lanham O'Dell & Company, Inc.869$440K0.24%013F-HRTimeline
Syverson Strege & Co868$439K0.15%+20613F-HRTimeline
Omnia Family Wealth, LLC867$439K0.18%-2713F-HR/ATimeline
Foster Victor Wealth Advisors, LLC860$438K0.03%-4013F-HRTimeline
LPWM LLC866$438K0.14%+38713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.865$438K0.26%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC861$436K0.26%new13F-HRTimeline
Optivise Advisory Services LLC861$436K0.23%-2813F-HRTimeline