UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers: 3,559
13F filers: 3,614
New: 165
Added: 1,413
Reduced: 1,667
Sold out: 215
Shares held by filers: 810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Atom Investors LP	970	$508K	0.06%	0	13F-HR Timeline
Stonebridge Financial Planning Group, L…	969	$508K	0.23%	-221	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	967	$507K	0.07%	-210	13F-HR Timeline
Insight Advisors, LLC/ PA	966	$506K	0.09%	-185	13F-HR Timeline
Tower Wealth Partners, Inc.	966	$506K	0.27%	-133	13F-HR Timeline
Ignite Planners, LLC	1,261	$505K	0.1%	-82	13F-HR Timeline
EWA, LLC	964	$505K	0.19%	-158	13F-HR Timeline
Watts Gwilliam & Co., LLC	964	$505K	0.11%	+73	13F-HR Timeline
Cache Advisors, LLC	962	$504K	0.19%	0	13F-HR Timeline
DAGCO, INC.	960	$503K	0.16%	+11	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	956	$501K	0.34%	+17	13F-HR Timeline
Bruce G. Allen Investments, LLC	956	$501K	0.4%	-38	13F-HR Timeline
WASHBURN CAPITAL MANAGEMENT, INC.	955	$500K	0.33%	-25	13F-HR/A Timeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…	954	$500K	0.13%	+260	13F-HR Timeline Group
Teza Capital Management LLC	952	$499K	0.23%	-1,344	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	951	$498K	0.21%	-26	13F-HR Timeline
SONATA CAPITAL GROUP INC	947	$496K	0.22%	-550	13F-HR Timeline
Leeward Financial Partners, LLC	946	$496K	0.19%	-1,198	13F-HR Timeline
VAN STRUM & TOWNE INC.	945	$495K	0.17%	0	13F-HR Timeline
Lantz Financial LLC	945	$495K	0.14%	-40	13F-HR Timeline
TCI Wealth Advisors, Inc.	943	$494K	0.04%	-574	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	941	$493K	0.02%	+13	13F-HR Timeline
Birch Hill Investment Advisors LLC	940	$492K	0.02%	-221	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	938	$491K	0.06%	+13	13F-HR Timeline
Seelaus Asset Management LLC	937	$491K	0.47%	0	13F-HR Timeline
Fortis Capital Management LLC	937	$491K	0.1%	-8,543	13F-HR Timeline
Sandy Cove Advisors, LLC	933	$489K	0.2%	-118	13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	932	$488K	0.2%	new	13F-HR Timeline
MFA Wealth Services	931	$488K	0.4%	-80	13F-HR Timeline
Swisher Financial Concepts, Inc.	931	$488K	0.4%	+163	13F-HR Timeline
STAR Financial Bank	931	$488K	0.36%	-126	13F-HR Timeline
Optivise Advisory Services LLC	930	$487K	0.27%	+69	13F-HR Timeline
WealthPlan Investment Management, LLC	930	$487K	0.05%	-320	13F-HR Timeline
StrongBox Wealth, LLC	929	$487K	0.2%	-37	13F-HR Timeline
Red Wave Investments LLC	929	$487K	0.17%	0	13F-HR Timeline
Horizon Wealth Management, LLC	928	$486K	0.08%	+70	13F-HR Timeline
Darwin Wealth Management, LLC	959	$485K	0.16%	0	13F-HR Timeline
WHITE PINE CAPITAL LLC	926	$485K	0.17%	+101	13F-HR Timeline
MSH Capital Advisors LLC	925	$484K	0.15%	-17	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	808	$484K	0.04%	-52	13F-HR Timeline
Clarity Financial LLC	924	$484K	0.06%	-606	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	923	$484K	0.19%	-435	13F-HR Timeline
Kerrisdale Advisers, LLC	922	$483K	0.2%	-930	13F-HR Timeline
New England Capital Financial Advisors …	921	$482K	0.25%	+1	13F-HR Timeline
Rooted Wealth Advisors, Inc.	918	$482K	0.21%	+54	13F-HR Timeline
BARRETT & COMPANY, INC.	919	$481K	0.21%	0	13F-HR Timeline
West Coast Financial LLC	919	$481K	0.05%	-641	13F-HR Timeline
Pasadena Private Wealth, LLC	918	$481K	0.09%	+63	13F-HR Timeline
KOM Wealth Management Group, LLC	916	$480K	0.42%	-40	13F-HR Timeline
Emerald Advisors, LLC	912	$478K	0.06%	+156	13F-HR Timeline
WEALTHEDGE INVESTMENT ADVISORS, LLC	911	$478K	0.22%	-260	13F-HR Timeline
Matisse Capital	911	$477K	0.25%	-19	13F-HR Timeline
QTR Family Wealth, LLC	909	$476K	0.36%		13F-HR Timeline
PLANNING DIRECTIONS INC	909	$476K	0.2%	new	13F-HR Timeline
Strata Wealth Advisors, LLC	908	$476K	0.15%	-30	13F-HR Timeline
Centennial Wealth Advisory LLC	906	$475K	0.17%	+80	13F-HR Timeline
AXQ CAPITAL, LP	906	$475K	0.19%	new	13F-HR Timeline
EVERPAR ADVISORS LLC	902	$472K	0.25%	+94	13F-HR Timeline
WOODWARD DIVERSIFIED CAPITAL, LLC	900	$471K	0.33%	+67	13F-HR Timeline
Asset Allocation & Management Company, …	900	$471K	0.24%	0	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	896	$469K	0.11%	+3	13F-HR Timeline
Ransom Advisory, Ltd	895	$469K	0.23%	+290	13F-HR Timeline
ALBERT D MASON INC	894	$468K	0.32%	0	13F-HR Timeline
AlphaStar Capital Management, LLC	894	$468K	0.05%	+24	13F-HR Timeline
Innova Wealth Partners	892	$467K	0.29%	-8	13F-HR Timeline
Cascade Financial Partners, LLC	892	$467K	0.06%	-56	13F-HR Timeline
Cherry Tree Wealth Management, LLC	892	$467K	0.11%	+21	13F-HR Timeline
Accelerate Investment Advisors LLC	892	$467K	0.39%	+83	13F-HR Timeline
Walkner Condon Financial Advisors LLC	890	$466K	0.09%	+36	13F-HR Timeline
Values Added Financial LLC	889	$466K	0.26%	-24	13F-HR Timeline
Brucke Financial, Inc.	1,131	$465K	0.4%	+224	13F-HR Timeline
Onyx Bridge Wealth Group LLC	888	$465K	0.07%	-410	13F-HR Timeline
Eagle Bay Advisors LLC	888	$465K	0.39%	-53	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	886	$464K	0.03%	-5,255	13F-HR Timeline
Banco BTG Pactual S.A.	886	$464K	0.12%	+358	13F-HR Timeline
Syverson Strege & Co	886	$464K	0.15%	+18	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	886	$464K	0.04%	-65	13F-HR Timeline
Washington Trust Advisors, Inc.	885	$463K	0.04%	-86	13F-HR Timeline
West Wealth Group, LLC	882	$462K	0.14%	+27	13F-HR Timeline
Balboa Wealth Partners	880	$461K	0.11%	+1	13F-HR Timeline
FDx Advisors, Inc.	879	$460K	0.15%	-102	13F-HR Timeline
Stonekeep Investments, LLC	878	$460K	0.34%	+32	13F-HR Timeline
Essex LLC	877	$459K	0.1%	new	13F-HR Timeline
Lesa Sroufe & Co	877	$459K	0.46%		13F-HR Timeline
Riverview Trust Co	876	$459K	0.45%	-245	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	873	$457K	0.02%	-3	13F-HR Timeline Group
Lynx Investment Advisory	873	$457K	0.3%	-7	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	1,110	$457K	0.37%		13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	871	$456K	0.22%	-80	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	870	$456K	<0.01%	+214	13F-HR Timeline Group
Etesian Wealth Advisors, Inc.	870	$456K	0.2%	-43	13F-HR Timeline
Financial & Tax Architects, LLC	869	$455K	0.11%	-2	13F-HR Timeline
Lanham O'Dell & Company, Inc.	869	$455K	0.26%	0	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	869	$455K	0.15%	-146	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	867	$454K	0.02%	-277	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	865	$453K	0.09%	+28	13F-HR/A Timeline
Provenance Wealth Advisors, LLC	863	$452K	0.06%	-1,768	13F-HR Timeline
Caitlin John, LLC	862	$451K	0.44%	+111	13F-HR Timeline
BAXTER BROS INC	860	$450K	0.06%	+200	13F-HR Timeline
OmniStar Financial Group, Inc.	858	$450K	0.35%	new	13F-HR Timeline
Camelot Portfolios, LLC	860	$450K	0.28%	new	13F-HR Timeline
GSG Advisors LLC	778	$450K	0.15%	+94	13F-HR Timeline
BIT Capital GmbH	859	$450K	0.05%	-1,005	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	857	$449K	0.08%	+757	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	856	$448K	0.02%	0	13F-HR Timeline
Altus Wealth Group LLC	855	$448K	0.21%	-16	13F-HR Timeline
Tidemark, LLC	851	$446K	0.16%	+93	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	850	$445K	0.17%	-7	13F-HR Timeline
Peak Retirement Planning, Inc.	849	$445K	0.25%	+156	13F-HR Timeline
Salvus Wealth Management, LLC	848	$444K	0.28%	+13	13F-HR Timeline
Rothschild Wealth LLC	843	$442K	0.12%	+91	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	843	$442K	0.44%	-6	13F-HR Timeline
Balentine LLC	842	$441K	0.02%	+68	13F-HR Timeline
MAYPORT, LLC	841	$440K	0.12%	-41	13F-HR Timeline
4J Wealth Management LLC	840	$440K	0.35%	+150	13F-HR Timeline
Cairn Investment Group, Inc.	841	$440K	0.25%	0	13F-HR Timeline
Ariston Services Group	839	$439K	0.37%	+134	13F-HR Timeline
WORLD EQUITY GROUP, INC.	816	$438K	0.13%	-1,254	13F-HR Timeline
Kaufman Rossin Wealth, LLC	836	$438K	0.31%	new	13F-HR Timeline
PMV Capital Advisers, LLC	835	$437K	1.06%	0	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	834	$437K	0.24%	+629	13F-HR Timeline
Qsemble Capital Management, LP	834	$437K	0.05%	new	13F-HR Timeline
Canandaigua National Trust Co of Florida	833	$436K	0.38%	-42	13F-HR Timeline
Bernardo Wealth Planning LLC	833	$436K	0.1%	+37	13F-HR/A Timeline
BIP Wealth, LLC	832	$436K	0.03%	-12	13F-HR Timeline
Beaton Management Co. Inc.	831	$435K	0.23%	0	13F-HR Timeline
RAINIER FAMILY WEALTH INC	829	$434K	0.51%	-75	13F-HR Timeline
Cheviot Value Management, LLC	1,069	$433K	0.05%	0	13F-HR Timeline
PEOPLES BANK /OH	826	$433K	0.28%	-198	13F-HR Timeline
CapWealth Advisors, LLC	826	$433K	0.05%	-7	13F-HR Timeline
WPG Advisers, LLC	825	$432K	0.4%	-290	13F-HR Timeline
Journey Advisory Group, LLC	824	$431K	0.04%	-8,310	13F-HR Timeline
Exchange Capital Management, Inc.	823	$431K	0.07%	-20	13F-HR Timeline
New Hampshire Trust	821	$430K	0.1%	-7,029	13F-HR Timeline
Forefront Analytics, LLC	820	$430K	0.49%	+33	13F-HR Timeline
Linscomb Wealth, Inc.	820	$429K	0.02%	+7	13F-HR Timeline
Legacy Trust	820	$429K	0.1%	-12	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	819	$429K	0.2%	-50	13F-HR Timeline Group
Shulman DeMeo Asset Management LLC	819	$429K	0.12%	+4	13F-HR Timeline
BROGAN FINANCIAL, INC.	819	$429K	0.21%	+27	13F-HR Timeline
Balance Wealth Partners LLC	818	$428K	0.28%		13F-HR Timeline
Coastwise Capital Group, LLC	817	$428K	0.36%	new	13F-HR Timeline
MTM Investment Management, LLC	816	$427K	0.17%	-80	13F-HR Timeline
WESTBOURNE INVESTMENTS, INC.	815	$427K	0.26%	-50	13F-HR Timeline
Braun-Bostich & Associates Inc.	813	$426K	0.32%	-35	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	813	$426K	0.43%	-26	13F-HR Timeline
Financial Council, LLC	812	$425K	0.23%	-15	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	811	$425K	0.01%	-90	13F-HR Timeline Group
Financiere des Professionnels - Fonds d…	811	$425K	0.03%	+78	13F-HR Timeline
Moment Partners, LLC	811	$425K	0.08%	-25	13F-HR Timeline
BlueChip Wealth Advisors LLC	810	$424K	0.21%	0	13F-HR Timeline
ETF Portfolio Partners, Inc.	809	$424K	0.13%	0	13F-HR Timeline
Michels Family Financial, LLC	806	$422K	0.38%	+20	13F-HR Timeline
One Day In July LLC	805	$422K	0.04%	-122	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	804	$421K	0.12%	+3	13F-HR Timeline
Fairvoy Private Wealth, LLC	804	$421K	0.12%	-27	13F-HR Timeline
PBMares Wealth Management LLC	801	$420K	0.08%	-1,074	13F-HR Timeline
Strengthening Families & Communities, L…	799	$419K	0.26%	-93	13F-HR Timeline
Family Firm, Inc.	798	$418K	0.09%	+3	13F-HR Timeline
Ninety One SA (Pty) Ltd	798	$418K	0.08%	-4,024	13F-HR Timeline
Evanson Asset Management, LLC	797	$417K	0.03%	+149	13F-HR Timeline
CASCADE INVESTMENT GROUP, INC.	796	$417K	0.32%	-99	13F-HR Timeline
Heritage Wealth Partners, LLC	795	$416K	0.63%	-971	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	794	$416K	0.31%	+44	13F-HR Timeline
Hanson & Doremus Investment Management	794	$416K	0.06%	-98	13F-HR Timeline
Strive Asset Management, LLC	789	$413K	0.29%	-10	13F-HR/A Timeline
Meridian Wealth Partners, LLC	789	$413K	0.07%	-86	13F-HR Timeline
Hexagon Capital Partners LLC	788	$413K	0.08%	-165	13F-HR Timeline
Canvas Wealth Advisors, LLC	966	$413K	0.11%	-255	13F-HR Timeline
WENDELL DAVID ASSOCIATES INC	787	$412K	0.04%	0	13F-HR Timeline
Knights of Columbus Asset Advisors LLC	786	$412K	0.03%	-323	13F-HR Timeline
Curated Wealth Partners LLC	786	$412K	0.05%	+272	13F-HR Timeline
Keyes, Stange & Wooten Wealth Managemen…	786	$412K	0.23%	+135	13F-HR Timeline
Kinloch Capital, LLC	783	$410K	0.2%	0	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	781	$409K	0.28%	-33	13F-HR Timeline
Park Square Financial Group, LLC	777	$407K	0.32%	-18	13F-HR Timeline
BBR PARTNERS, LLC	777	$407K	0.03%	-277	13F-HR Timeline
May Hill Capital, LLC	774	$405K	0.15%	-429	13F-HR Timeline
Wayfinding Financial, LLC	773	$405K	0.18%	+39	13F-HR Timeline
Wisconsin Wealth Advisors, LLC	773	$405K	0.58%	-27	13F-HR Timeline
Claris Financial LLC	798	$404K	0.27%	0	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	768	$402K	0.22%	-52	13F-HR Timeline
DecisionMap Wealth Management, LLC	766	$401K	0.31%	-15	13F-HR Timeline
BANK OZK	766	$401K	0.17%	+34	13F-HR Timeline
Exchange Bank	764	$400K	0.32%	-73	13F-HR Timeline
McGowan Group Asset Management, Inc.	764	$400K	0.05%	+1	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	763	$400K	0.03%	-38	13F-HR Timeline
WEST BANCORPORATION INC	763	$400K	0.27%	+84	13F-HR Timeline
Wolf Group Capital Advisors	763	$400K	0.13%	-2,071	13F-HR Timeline
MOTIVE WEALTH ADVISORS	763	$400K	0.21%	+8	13F-HR Timeline
Bath Savings Trust Co	761	$399K	0.04%	+52	13F-HR Timeline
Ring Mountain Capital, LLC	761	$399K	0.3%	-46	13F-HR Timeline
Narus Financial Partners, LLC	760	$398K	0.14%	-10	13F-HR Timeline
NFSG Corp	758	$397K	0.1%	-462	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	757	$396K	0.09%	-1	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	756	$396K	0.08%	+40	13F-HR Timeline
Curran Financial Partners, LLC	756	$396K	0.1%	+29	13F-HR Timeline
Indiana Trust & Investment Management Co	754	$395K	0.14%	-60	13F-HR Timeline
First County Bank /CT/	754	$395K	0.22%	-1,651	13F-HR Timeline
Morling Financial Advisors, LLC	753	$394K	0.14%	new	13F-HR Timeline