UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers: 3,106
13F filers: 3,168
New: 297
Added: 1,278
Reduced: 1,325
Sold out: 297
Shares held by filers: 734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Dynasty Wealth Management, LLC	806	$278K	<0.01%	new	13F-HR Timeline
Raleigh Capital Management Inc.	804	$278K	0.11%	-437	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	804	$278K	0.13%	-104	13F-HR Timeline
Bruce G. Allen Investments, LLC	804	$278K	0.2%	+14	13F-HR Timeline
MAYPORT, LLC	804	$278K	0.06%	+53	13F-HR Timeline
PKS Advisory Services, LLC	803	$277K	0.06%	new	13F-HR Timeline
Alteri Wealth LLC	802	$277K	0.1%	+83	13F-HR Timeline
Challenger Wealth Management	802	$277K	0.22%	-685	13F-HR Timeline
Capstone Financial Advisors, Inc.	800	$276K	0.01%	+96	13F-HR Timeline
IFS Group,LLC	789	$275K	0.24%		13F-HR Timeline
Bernardo Wealth Planning LLC	792	$274K	0.05%	+17	13F-HR Timeline
Cherry Tree Wealth Management, LLC	791	$273K	0.06%	0	13F-HR Timeline
Addison Advisors LLC	790	$273K	0.06%	+323	13F-HR Timeline
RIA Advisory Group LLC	786	$271K	0.07%	new	13F-HR Timeline
Volterra Technologies LP	785	$271K	0.18%	-885	13F-HR Timeline
Peak Retirement Planning, Inc.	783	$270K	0.08%	-24	13F-HR Timeline
Heron Bay Capital Management	776	$268K	0.05%	0	13F-HR Timeline
Private Advisory Group LLC	774	$267K	0.02%	-41,101	13F-HR Timeline
Crabel Capital Management, LLC	773	$267K	0.24%	new	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	772	$267K	0.24%	+25	13F-HR Timeline
Berry Wealth Group, LP	772	$267K	0.87%	-4,383	13F-HR Timeline
Bill Few Associates, Inc.	771	$266K	0.07%	-224	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	770	$266K	0.09%	new	13F-HR Timeline
Towercrest Capital Management	770	$266K	0.04%	+14	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	769	$266K	0.11%	+50	13F-HR Timeline
Purus Wealth Management, LLC	767	$265K	0.08%	-1	13F-HR Timeline
Physician Wealth Advisors, Inc.	766	$264K	0.04%	+295	13F-HR Timeline
MUSTICO FINANCIAL GROUP, INC.	747	$264K	0.27%	new	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	765	$264K	0.03%	-45	13F-HR Timeline
Encompass More Asset Management	763	$263K	0.05%	new	13F-HR Timeline
Southeast Asset Advisors, LLC	760	$262K	0.03%	+24	13F-HR Timeline
Canandaigua National Trust Co of Florida	758	$262K	0.21%	0	13F-HR Timeline
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC	758	$262K	0.01%	new	13F-HR Timeline Group
Whelan Financial	758	$262K	0.08%	new	13F-HR Timeline
WealthPlan Investment Management, LLC	757	$261K	0.02%	-390	13F-HR Timeline
Clarus Group, Inc.	757	$261K	0.09%	-185	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	757	$261K	0.09%	new	13F-HR Timeline
Moment Partners, LLC	756	$261K	0.05%	-190	13F-HR Timeline
Alliance Wealth Management Group	755	$261K	0.06%	+14	13F-HR Timeline
Kinloch Capital, LLC	754	$260K	0.11%	-29	13F-HR Timeline
Baltimore-Washington Financial Advisors…	751	$259K	0.01%	-22,860	13F-HR Timeline
Clarity Financial LLC	749	$259K	0.03%	+3	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	749	$259K	0.11%	-50	13F-HR Timeline
VISTA INVESTMENT PARTNERS LLC	749	$259K	0.07%	-202	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	748	$258K	0.07%	-1,945	13F-HR Timeline Group
KINTRA WEALTH, LLC	747	$258K	0.15%	-121	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	745	$257K	0.2%	new	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	745	$257K	0.02%	new	13F-HR Timeline
First County Bank /CT/	744	$257K	0.13%	new	13F-HR Timeline
Seros Financial, LLC	742	$256K	0.16%	new	13F-HR/A Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	741	$256K	0.09%	+9	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	740	$256K	0.06%	0	13F-HR/A Timeline
WATERSHED PRIVATE WEALTH LLC	738	$255K	0.08%	new	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	737	$254K	0.12%	new	13F-HR Timeline
Permanent Capital Management, LP	731	$252K	0.05%		13F-HR Timeline
Lion Street Advisors, LLC	548	$252K	0.09%	-1,639	13F-HR Timeline
CVFG LLC	730	$252K	0.18%	new	13F-HR Timeline
Pembroke Management, LTD	729	$252K	0.02%	new	13F-HR Timeline
Texas Bank & Trust Co	729	$252K	0.1%	-12	13F-HR Timeline
Exchange Bank	728	$251K	0.17%	-36	13F-HR Timeline
Lynx Investment Advisory	728	$251K	0.15%	-51	13F-HR Timeline
Grange Capital, LLC	727	$251K	0.24%	0	13F-HR Timeline
TruWealth Advisors, LLC	725	$250K	0.01%	new	13F-HR Timeline
Chicago Capital, LLC	724	$250K	0.01%	-303	13F-HR Timeline
HighMark Wealth Management LLC	722	$249K	0.11%	+305	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	721	$249K	0.11%	+213	13F-HR Timeline Group
Traveka Wealth, LLC	721	$249K	0.11%	-103	13F-HR Timeline
PHILADELPHIA TRUST CO	720	$249K	0.02%	0	13F-HR Timeline
THREADGILL FINANCIAL, LLC	721	$249K	0.12%	new	13F-HR Timeline
COOKSON PEIRCE & CO INC	720	$249K	0.01%	new	13F-HR Timeline
4J Wealth Management LLC	717	$248K	0.15%	-112	13F-HR Timeline
Wall Street Financial Group, Inc.	716	$247K	0.18%	-104	13F-HR Timeline
Pine Harbor Wealth Management, LLC	715	$247K	0.08%	-44	13F-HR Timeline
CHECK CAPITAL MANAGEMENT INC/CA	715	$247K	0.02%	new	13F-HR Timeline
Uniting Wealth Partners, LLC	715	$247K	0.06%	new	13F-HR Timeline
Hidden Cove Wealth Management, LLC	714	$247K	0.16%	new	13F-HR Timeline
Blueshift Asset Management, LLC	713	$246K	0.08%	-4,723	13F-HR Timeline
Ring Mountain Capital, LLC	711	$246K	0.14%	-3	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	712	$246K	0.02%	-118	13F-HR Timeline
Lifestyle Asset Management, Inc.	712	$246K	0.08%	new	13F-HR Timeline
Millstone Evans Group, LLC	712	$246K	0.16%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	710	$245K	0.01%	-16	13F-HR Timeline
Braun-Bostich & Associates Inc.	709	$245K	0.15%	-5	13F-HR Timeline
Windle Wealth, LLC	709	$245K	0.11%	+5	13F-HR Timeline
Wealth Dimensions Group, Ltd.	707	$244K	0.05%	-48	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	707	$244K	0.11%	0	13F-HR Timeline
Hanson & Doremus Investment Management	708	$244K	0.03%	-86	13F-HR Timeline
Intelligence Driven Advisers, LLC	706	$244K	0.03%	+55	13F-HR Timeline
Birchcreek Wealth Management, LLC	704	$243K	0.13%	+17	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	703	$243K	0.06%	-6	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	702	$242K	0.02%	-4,016	13F-HR Timeline
Destiny Wealth Partners, LLC	700	$242K	0.03%	-289	13F-HR Timeline
HMV Wealth Advisors, LLC	700	$242K	0.13%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	699	$241K	0.04%	-9,661	13F-HR Timeline
Center For Asset Management LLC	698	$241K	0.13%	+89	13F-HR Timeline
Allegheny Financial Group	697	$241K	0.05%	-183	13F-HR Timeline
Accelerate Investment Advisors LLC	697	$241K	0.16%	-14	13F-HR Timeline
SUMMITRY LLC	693	$239K	0.01%	new	13F-HR Timeline
SOA Wealth Advisors, LLC.	692	$239K	0.04%	-530	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	692	$239K	0.03%	-333	13F-HR Timeline
Williams & Novak Wealth Management, LLC	692	$239K	0.18%	-749	13F-HR Timeline
Trek Financial, LLC	692	$239K	0.01%	-1,910	13F-HR Timeline
Ariadne Wealth Management, LP	718	$239K	0.11%	-170	13F-HR Timeline
FDx Advisors, Inc.	696	$238K	0.07%	-139	13F-HR Timeline
Abbot Financial Management, Inc.	687	$237K	0.1%	-45	13F-HR Timeline
SELDON CAPITAL LP	687	$237K	0.08%	0	13F-HR Timeline
Westshore Wealth, LLC	686	$237K	0.08%	-55	13F-HR Timeline
CWS Financial Advisors, LLC	684	$236K	0.07%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	683	$236K	0.04%	-21	13F-HR Timeline
Allied Investment Advisors, LLC	683	$236K	0.04%	new	13F-HR Timeline
Onyx Bridge Wealth Group LLC	683	$236K	0.03%	+22	13F-HR Timeline
SITTNER & NELSON, LLC	682	$236K	0.09%	+46	13F-HR Timeline
American Financial Advisors, LLC	682	$235K	0.03%	0	13F-HR Timeline
BANK OZK	682	$235K	0.08%	-28	13F-HR Timeline
XY Planning Network, Inc.	754	$235K	0.08%	0	13F-HR Timeline
Linscomb Wealth, Inc.	681	$235K	0.01%	-25	13F-HR Timeline
Trilogy Capital Inc.	681	$235K	0.01%	new	13F-HR Timeline
WENDELL DAVID ASSOCIATES INC	680	$235K	0.02%	-75	13F-HR Timeline
Morton Capital Management LLC/CA	679	$234K	0.04%	+19	13F-HR Timeline
Stephenson & Company, Inc.	678	$234K	0.13%	0	13F-HR Timeline
Corundum Group, Inc.	677	$234K	0.1%	-52	13F-HR Timeline
NewSquare Capital LLC	676	$233K	0.02%	+393	13F-HR Timeline
Gemmer Asset Management LLC	676	$233K	0.02%	new	13F-HR Timeline
JSF Financial, LLC	676	$233K	0.05%	new	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	675	$233K	0.05%	new	13F-HR Timeline
Mustard Seed Financial, LLC	675	$233K	0.15%	0	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	674	$233K	0.04%	-4,000	13F-HR Timeline
TradeWell Securities, LLC.	668	$233K	0.1%	+4	13F-HR Timeline
Wiser Wealth Management, Inc	673	$232K	0.05%	new	13F-HR Timeline
One Charles Private Wealth Services, LLC	672	$232K	0.06%	+14	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	671	$232K	0.02%	new	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	669	$231K	0.07%	+12	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	669	$231K	0.08%	-406	13F-HR Timeline
New World Advisors LLC	667	$230K	0.04%	-283	13F-HR Timeline
Burk Holdings LLC	666	$230K	0.12%	new	13F-HR Timeline
PEOPLES BANK /OH	666	$230K	0.14%	new	13F-HR Timeline
Family Manage LLC	666	$230K	0.03%	-1	13F-HR Timeline
Shilanski & Associates, Inc.	665	$230K	0.06%	-4	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	661	$228K	0.14%	new	13F-HR Timeline
Disciplined Equity Management, Inc.	660	$228K	0.12%	0	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	659	$228K	0.15%	new	13F-HR Timeline Group
RW Investment Management LLC	657	$227K	0.02%	-8	13F-HR Timeline
Whitener Capital Management, Inc.	657	$227K	0.05%	new	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	657	$227K	0.04%	new	13F-HR Timeline
Keystone Wealth Services, LLC	655	$226K	0.05%	-76	13F-HR Timeline
LANDAAS & CO /WI /ADV	653	$226K	0.05%	0	13F-HR Timeline
Silver Coast Investments LLC	654	$226K	0.08%	new	13F-HR Timeline
Aufman Associates Inc	652	$225K	0.13%	-11	13F-HR Timeline
Clark Asset Management, LLC	652	$225K	0.03%	new	13F-HR Timeline
Occidental Asset Management, LLC	652	$225K	0.03%	new	13F-HR Timeline
Thrive Capital Management, LLC	651	$225K	0.06%	new	13F-HR Timeline
Crewe Advisors LLC	650	$224K	0.02%	-37	13F-HR Timeline
Cottage Street Advisors LLC	650	$224K	0.1%	new	13F-HR Timeline
Hopwood Financial Services, Inc.	649	$224K	0.15%	-4	13F-HR Timeline
Northstar Group, Inc.	647	$223K	0.03%	new	13F-HR Timeline
McIlrath & Eck, LLC	646	$223K	0.02%	+329	13F-HR Timeline
Carl P. Sherr & Co., LLC	645	$223K	0.11%	0	13F-HR Timeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…	645	$223K	0.04%	-4,322	13F-HR Timeline
StoneCrest Wealth Management, Inc.	644	$222K	0.1%	new	13F-HR Timeline
STEPH & CO	643	$222K	0.07%	-1,003	13F-HR Timeline
FJ Capital Management LLC	643	$222K	0.02%	-192	13F-HR Timeline
IVC Wealth Advisors LLC	643	$222K	0.1%	-809	13F-HR Timeline
Investments & Financial Planning, LLC	642	$222K	0.12%	0	13F-HR Timeline
SkyOak Wealth, LLC	642	$222K	0.04%	-2,665	13F-HR Timeline
WestEnd Advisors, LLC	641	$221K	0.01%	-62,960	13F-HR Timeline
Fairvoy Private Wealth, LLC	641	$221K	0.05%	-124	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	638	$220K	0.03%	-130	13F-HR Timeline
Whetstone Capital Advisors, LLC	637	$220K	0.06%	new	13F-HR Timeline
BROOKS, MOORE & ASSOCIATES, INC.	637	$220K	0.11%	new	13F-HR Timeline
Elite Life Management LLC	609	$220K	0.45%	new	13F-HR Timeline
Bolthouse Investments, LLC	636	$220K	0.2%	new	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	636	$220K	0.03%	-149	13F-HR Timeline
Old Port Advisors	632	$218K	0.06%	-24	13F-HR Timeline
HORAN Wealth, LLC	631	$218K	0.03%	-67	13F-HR Timeline
AJ Advisors, LLC	631	$218K	0.09%	-83	13F-HR Timeline
Team Financial Group, LLC	629	$217K	0.1%	-27	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	628	$217K	0.13%	-1,705	13F-HR Timeline
Masso Torrence Wealth Management Inc.	627	$217K	0.09%	new	13F-HR Timeline
OBSIDIAN CIO, LLC	626	$216K	0.03%	-78	13F-HR Timeline
PINKERTON WEALTH, LLC	626	$216K	0.02%	new	13F-HR Timeline
Legacy PCG, LLC	626	$216K	0.13%	new	13F-HR Timeline
Brio Consultants, LLC	624	$215K	0.03%	-20	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	622	$215K	0.01%	new	13F-HR Timeline
Towerpoint Wealth, LLC	622	$215K	0.09%	-56	13F-HR Timeline
Westhampton Capital, LLC	622	$215K	0.1%	new	13F-HR Timeline
Rise Advisors, LLC	622	$215K	0.08%	-28	13F-HR Timeline
Hofer & Associates. Inc	621	$214K	0.12%	new	13F-HR Timeline
Forza Wealth Management, LLC	620	$214K	0.08%	new	13F-HR Timeline
Newton One Investments LLC	618	$213K	0.06%	+4	13F-HR Timeline
Second Half Financial Partners, LLC	617	$213K	0.09%	new	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	615	$212K	0.03%	new	13F-HR Timeline
O'ROURKE & COMPANY, Inc	614	$212K	0.09%	new	13F-HR Timeline
PRINCETON CAPITAL MANAGEMENT LLC	613	$212K	0.06%	new	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	613	$212K	0.09%	new	13F-HR Timeline
FIRST UNITED BANK & TRUST	612	$211K	0.07%	-96	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	612	$211K	0.07%	new	13F-HR Timeline
Prairie Wealth Advisors, Inc.	612	$211K	0.09%	-1,866	13F-HR Timeline
CJM Wealth Advisers, Ltd.	609	$210K	0.06%	new	13F-HR Timeline
Olistico Wealth, LLC	606	$209K	0.11%	-33	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	604	$209K	0.04%		13F-HR Timeline Group