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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Financial & Tax Architects, LLC883$275K0.07%+1413F-HRTimeline
Capital Wealth Alliance, LLC882$275K0.15%new13F-HRTimeline
Allegheny Financial Group880$275K0.06%-9813F-HRTimeline
Lesa Sroufe & Co877$274K0.25%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC874$273K0.04%-50513F-HRTimeline
TWINBEECH CAPITAL LP874$273K0.01%new13F-HRTimeline
ALBERT D MASON INC873$272K0.2%-2113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC869$271K0.02%+25713F-HRTimeline
KINTRA WEALTH, LLC868$271K0.16%+14113F-HRTimeline
Washington Trust Advisors, Inc.867$270K0.02%-1813F-HRTimeline
BIP Wealth, LLC863$269K0.02%+3113F-HRTimeline
Guardian Wealth Advisors, LLC860$268K0.16%-21013F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD860$268K<0.01%-130,58113F-HRTimelineGroup
Foster Group, Inc.850$265K0.01%-30013F-HRTimeline
Birch Hill Investment Advisors LLC849$265K0.01%-9113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/848$265K0.05%-84513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC848$265K0.09%-213F-HRTimeline
Ransom Advisory, Ltd845$264K0.12%-5013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC845$264K0.12%+31213F-HRTimeline
Aurora Private Wealth, Inc.843$263K0.19%new13F-HRTimeline
One Day In July LLC841$262K0.02%+3613F-HRTimeline
Cheviot Value Management, LLC1,045$262K0.03%-2413F-HRTimeline
CPC Advisors, LLC840$262K0.03%-52513F-HRTimeline
Cairn Investment Group, Inc.841$262K0.14%013F-HRTimeline
Exchange Capital Management, Inc.838$261K0.04%+1513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…835$260K<0.01%-2,07613F-HRTimeline
FJ Capital Management LLC835$260K0.03%new13F-HRTimeline
PMV Capital Advisers, LLC835$260K0.58%013F-HRTimeline
Frederick Financial Consultants, LLC835$260K0.16%+9013F-HRTimeline
FDx Advisors, Inc.835$260K0.08%-4413F-HRTimeline
Horizon Wealth Management, LLC830$259K0.05%-9813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION830$259K0.02%-93413F-HRTimeline
4J Wealth Management LLC829$259K0.17%-1113F-HRTimeline
Carson Advisory Inc.828$258K0.16%-35013F-HRTimeline
Investor's Fiduciary Advisor Network, L…830$258K0.1%+24213F-HRTimeline
CapWealth Advisors, LLC827$258K0.03%+113F-HRTimeline
Krane Funds Advisors LLC827$258K0.01%+23913F-HRTimeline
Traveka Wealth, LLC824$257K0.14%-22613F-HRTimeline
Walkner Condon Financial Advisors LLC822$256K0.05%-6813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC785$256K0.05%-8113F-HRTimeline
Wall Street Financial Group, Inc.820$256K0.23%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC818$255K0.13%+3713F-HRTimeline
Coyle Financial Counsel LLC816$255K0.07%new13F-HRTimeline
MTM Investment Management, LLC816$255K0.09%013F-HRTimeline
Strengthening Families & Communities, L…815$254K0.14%+1613F-HRTimeline
New Insight Wealth Advisors814$254K0.1%new13F-HRTimeline
Financial Council, LLC812$253K0.12%013F-HRTimeline
Kaufman Rossin Wealth, LLC811$253K0.16%-2513F-HRTimeline
Balboa Wealth Partners811$253K0.05%-6913F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.810$253K0.03%+7513F-HRTimeline
ETF Portfolio Partners, Inc.809$252K0.07%013F-HRTimeline
Cascade Financial Partners, LLC808$252K0.03%-8413F-HRTimeline
Peak Retirement Planning, Inc.807$252K0.1%-4213F-HRTimeline
Financial Management Professionals, Inc.803$251K0.03%-1,42113F-HRTimeline
PBMares Wealth Management LLC800$250K0.05%-113F-HRTimeline
Aletheian Wealth Advisors LLC800$250K0.12%-19913F-HRTimeline
Centerpoint Advisory Group799$249K0.22%+8313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.799$249K0.11%+10213F-HRTimeline
STRATEGY ASSET MANAGERS LLC798$249K0.05%-8,73513F-HRTimeline
Indiana Trust & Investment Management Co797$249K0.08%+4313F-HRTimeline
Hanson & Doremus Investment Management794$248K0.03%013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC792$247K0.01%-205,65413F-HRTimeline
Rothschild Wealth LLC791$247K0.06%-5213F-HRTimeline
Cherry Tree Wealth Management, LLC791$247K0.06%-10113F-HRTimeline
Bruce G. Allen Investments, LLC790$246K0.19%-16613F-HRTimeline
SummitTX Capital, L.P.789$246K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…787$246K0.09%-16413F-HRTimeline
Foster Victor Wealth Advisors, LLC809$245K0.02%+113F-HRTimeline
Kinloch Capital, LLC783$244K0.11%013F-HRTimeline
Byrne Asset Management LLC783$244K0.16%+8013F-HRTimeline
KFA Private Wealth Group, LLC782$244K0.08%+19813F-HRTimeline
Lynx Investment Advisory779$243K0.16%-9413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC778$243K<0.01%-279,58613F-HR/ATimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY778$243K0.21%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC778$243K0.05%+17713F-HRTimeline
GSG Advisors LLC777$242K0.07%-113F-HRTimeline
Heron Bay Capital Management776$242K0.05%-87713F-HRTimeline
Bernardo Wealth Planning LLC775$242K0.05%-5813F-HRTimeline
Finer Wealth Management, Inc.774$241K0.13%new13F-HRTimeline
Ariadne Wealth Management, LP888$241K0.12%+8713F-HRTimeline
GEN Financial Management, INC.773$241K0.2%-1,15813F-HRTimeline
Michels Family Financial, LLC771$241K0.21%-3513F-HRTimeline
Lansing Street Advisors771$241K0.07%+4913F-HRTimeline
Purus Wealth Management, LLC768$240K0.08%+31813F-HR/ATimeline
TOBIAS FINANCIAL ADVISORS, INC.768$240K0.04%+6013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC767$239K<0.01%-85,82313F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC767$239K0.08%new13F-HRTimeline
STAR Financial Bank767$239K0.15%-16413F-HRTimeline
SONATA CAPITAL GROUP INC765$239K0.1%-18213F-HRTimeline
Fairvoy Private Wealth, LLC765$239K0.06%-3913F-HRTimeline
Exchange Bank764$238K0.19%013F-HRTimeline
Climber Capital SA767$238K0.15%new13F-HRTimeline
BlackDiamond Wealth Management, LLC729$238K0.14%+1513F-HRTimeline
Quaker Wealth Management, LLC760$237K0.08%new13F-HRTimeline
Pine Harbor Wealth Management, LLC759$237K0.08%new13F-HRTimeline
Canandaigua National Trust Co of Florida758$236K0.17%-7513F-HRTimeline
WENDELL DAVID ASSOCIATES INC755$236K0.02%-3213F-HRTimeline
Towercrest Capital Management756$236K0.04%new13F-HRTimeline
Wealth Dimensions Group, Ltd.755$236K0.05%+1613F-HRTimeline
XY Planning Network, Inc.754$235K0.08%+513F-HRTimeline
Prospect Financial Services LLC753$235K0.15%new13F-HR/ATimeline
LWM Advisory Services, LLC751$234K0.16%+5413F-HRTimeline
MAYPORT, LLC751$234K0.06%-9013F-HRTimeline
Ascent Capital Management, LLC750$234K0.21%-22813F-HRTimeline
Park Square Financial Group, LLC749$234K0.17%-2813F-HRTimeline
Truepoint, Inc.748$233K0.01%+513F-HRTimeline
Crown Wealth Group, LLC747$233K0.09%+213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.747$233K0.22%-9613F-HRTimeline
Clarity Financial LLC746$233K0.03%-17813F-HRTimeline
Stonebridge Financial Planning Group, L…745$232K0.1%-22413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC744$232K0.04%-1213F-HRTimeline
Alesco Advisors, LLC, An ESL Co743$232K0.01%+18113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.742$231K0.04%+23713F-HRTimeline
Warwick Investment Management, Inc.742$231K0.04%+15013F-HRTimeline
Westshore Wealth, LLC741$231K0.09%013F-HRTimeline
Alliance Wealth Management Group741$231K0.06%new13F-HRTimeline
Texas Bank & Trust Co741$231K0.09%-1,70113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC740$231K0.05%013F-HR/ATimeline
Goldstein Advisors, LLC739$230K0.03%-49013F-HRTimeline
Eagle Bay Advisors LLC738$230K0.19%-15013F-HRTimeline
Werba Rubin Papier Wealth Management738$230K0.04%-28313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC738$230K0.04%-12713F-HRTimeline
Crumly & Associates Inc.737$230K0.06%+11513F-HRTimeline
Southeast Asset Advisors, LLC736$230K0.03%-713F-HRTimeline
Forefront Analytics, LLC734$229K0.26%-8613F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC733$229K0.1%new13F-HRTimeline
Abbot Financial Management, Inc.732$228K0.11%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…732$228K0.09%-2913F-HRTimeline
Keystone Wealth Services, LLC731$228K0.06%+24713F-HRTimeline
Hobart Private Capital, LLC731$228K0.05%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC731$228K0.11%013F-HRTimeline
Wealth Management Associates, Inc.731$228K0.09%-57113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC731$228K0.06%+36913F-HRTimeline
Corundum Group, Inc.729$227K0.1%-1,71813F-HRTimeline
Kera Capital Partners, Inc.728$227K0.04%+22813F-HRTimeline
Grange Capital, LLC727$227K0.24%-54713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…726$226K0.01%-13013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.726$226K0.16%-7013F-HRTimeline
Arbor Investment Advisors, LLC724$226K0.03%-2113F-HRTimeline
VestGen Investment Management723$226K0.16%+10513F-HRTimeline
PHILADELPHIA TRUST CO720$225K0.02%013F-HRTimeline
Alteri Wealth LLC719$224K0.09%-86313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…719$224K0.1%013F-HRTimeline
Breed's Hill Capital LLC718$224K0.11%-29213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC718$224K0.18%new13F-HRTimeline
JGP Wealth Management, LLC716$223K0.03%-30413F-HRTimeline
Braun-Bostich & Associates Inc.714$223K0.15%-9913F-HRTimeline
AJ Advisors, LLC714$223K0.1%+613F-HRTimeline
Maridea Wealth Management LLC712$222K0.06%new13F-HRTimeline
Millstone Evans Group, LLC712$222K0.15%013F-HRTimeline
Accelerate Investment Advisors LLC711$222K0.17%-18113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC711$222K0.04%-4613F-HRTimeline
BANK OZK710$221K0.08%-5613F-HRTimeline
Alliance Wealth Advisors, LLC /UT709$221K0.05%-2,87013F-HRTimeline
FIRST UNITED BANK & TRUST708$221K0.08%-1013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC707$221K0.12%-27413F-HRTimeline
SAX WEALTH ADVISORS, LLC706$220K0.01%+4713F-HRTimeline
Linscomb Wealth, Inc.706$220K0.01%-11413F-HRTimeline
OBSIDIAN CIO, LLC704$220K0.03%+1313F-HRTimeline
Spinnaker Investment Group, LLC704$220K0.05%new13F-HRTimeline
Windle Wealth, LLC704$220K0.11%new13F-HRTimeline
Capstone Financial Advisors, Inc.704$220K0.01%+713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…704$219K0.04%+7813F-HRTimeline
One Wealth Map LLC774$218K0.12%+7413F-HRTimeline
HMV Wealth Advisors, LLC700$218K0.14%-1,12713F-HRTimeline
May Hill Capital, LLC700$218K0.07%-7413F-HRTimeline
MBE Wealth Management, LLC699$218K0.09%+3113F-HRTimeline
HORAN Wealth, LLC698$218K0.07%13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.697$217K0.17%-3,44313F-HRTimeline
Provident Wealth Management, LLC693$216K0.07%new13F-HRTimeline
Covestor Ltd693$216K0.13%+13713F-HRTimeline
Independent Family Office, LLC690$215K0.1%+10013F-HRTimeline
GREENWOOD GEARHART LLC690$215K0.01%-3513F-HRTimeline
HILL ISLAND FINANCIAL LLC688$215K0.06%new13F-HRTimeline
Crewe Advisors LLC687$214K0.03%new13F-HRTimeline
Birchcreek Wealth Management, LLC687$214K0.12%-113F-HRTimeline
SELDON CAPITAL LP687$214K0.09%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC685$214K0.07%-2413F-HRTimeline
KDT Advisors, LLC685$214K0.34%-213F-HRTimeline
CWS Financial Advisors, LLC684$213K0.06%013F-HRTimeline
American Financial Advisors, LLC682$213K0.03%013F-HRTimeline
Jacobsen Capital Management682$213K0.08%-75813F-HRTimeline
Leisure Capital Management681$212K0.08%+1213F-HRTimeline
Sterling Investment Advisors, Ltd.680$212K0.05%+10413F-HRTimeline
Montz Harcus Wealth Management LLC679$212K0.1%+7413F-HRTimeline
Towerpoint Wealth, LLC678$212K0.09%-3513F-HRTimeline
Stephenson & Company, Inc.678$211K0.13%+3713F-HRTimeline
Mustard Seed Financial, LLC675$211K0.15%013F-HRTimeline
Councilor Wealth, LLC674$210K0.1%-36013F-HRTimeline
Great Diamond Partners, LLC672$210K0.04%-2,84813F-HRTimeline
PIAR LLC400$210K0.23%013F-HRTimeline
Shilanski & Associates, Inc.669$209K0.06%-913F-HRTimeline
Kaydan Wealth Management, Inc.669$209K0.07%-1113F-HRTimeline
Family Manage LLC667$208K0.03%-8613F-HRTimeline
bLong Financial, LLC667$208K0.16%013F-HRTimeline
Hibernia Wealth Partners, LLC663$207K0.08%new13F-HRTimeline
RW Investment Management LLC665$207K0.02%+18813F-HRTimeline
W.H. Cornerstone Investments Inc.664$207K0.13%-33113F-HRTimeline
TradeWell Securities, LLC.664$207K0.1%+513F-HRTimeline
Aufman Associates Inc663$207K0.13%013F-HRTimeline