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UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SSI INVESTMENT MANAGEMENT LLC901$297K0.02%013F-HRTimeline
ELKHORN PARTNERS LIMITED PARTNERSHIPin group ELKHORN PARTNERS LIMITED PART…900$297K0.19%-16013F-HRTimelineGroup
JBF Capital, Inc.900$297K0.04%-30013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.892$295K0.1%+26413F-HRTimeline
Storgate, LLC892$294K0.24%13F-HRTimeline
TFR Capital, LLC.891$294K0.1%-1,13613F-HRTimeline
Berman McAleer LLC891$294K0.04%+913F-HRTimeline
AMARILLO NATIONAL BANK890$294K0.05%new13F-HRTimeline
Shulman DeMeo Asset Management LLC889$294K0.07%-2713F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC887$293K0.25%13F-HRTimeline
Kelman-Lazarov, Inc.883$292K0.04%+2313F-HRTimeline
Summit Place Financial Advisors, LLC882$291K0.14%-5013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC881$291K0.06%-18913F-HRTimeline
360 Financial, Inc.881$291K0.09%013F-HR/ATimeline
MOKAN Wealth Management Inc.877$291K0.13%-4113F-HRTimeline
Traveka Wealth, LLC880$291K0.12%+15913F-HRTimeline
Resolute Advisors LLC880$290K0.09%new13F-HRTimeline
First Business Financial Services, Inc.879$290K0.03%-10513F-HRTimeline
Global Financial Private Client, LLC877$290K0.1%+7113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…874$289K0.12%+10513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP873$288K0.01%013F-HRTimeline
Carroll Investors, Inc869$288K0.14%new13F-HRTimeline
Lanham O'Dell & Company, Inc.869$287K0.08%013F-HRTimeline
Financial & Tax Architects, LLC868$287K0.06%013F-HRTimeline
HighMark Wealth Management LLC867$286K0.12%+14513F-HRTimeline
Clark Asset Management, LLC867$286K0.03%+21513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK867$286K0.14%-413F-HRTimeline
CPC Advisors, LLC867$286K0.03%-1513F-HRTimeline
Balboa Wealth Partners865$285K0.05%-29113F-HRTimeline
CGN Advisors LLC864$285K0.02%new13F-HRTimeline
Latitude Advisors, LLC864$285K0.13%-3013F-HRTimeline
Roehl & Yi Investment Advisors, LLC863$285K0.11%-15513F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC861$284K0.18%+1613F-HRTimeline
Financial Insights, Inc.857$283K0.09%-18813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC857$283K0.09%013F-HRTimeline
Davies Financial Advisors, Inc.857$283K0.52%-78013F-HRTimeline
GSG Advisors LLC856$283K0.07%-313F-HRTimeline
Braun-Bostich & Associates Inc.854$282K0.17%+14513F-HRTimeline
CM WEALTH ADVISORS LLC853$282K0.06%new13F-HRTimeline
Purus Wealth Management, LLC852$281K0.09%+8513F-HRTimeline
PMV Capital Advisers, LLC851$281K0.51%+1613F-HRTimeline
Capstone Financial Advisors, Inc.851$281K0.01%+5113F-HRTimeline
Hoese & Co LLP850$281K0.2%013F-HRTimeline
Guardian Wealth Advisors, LLC849$280K0.16%-1113F-HRTimeline
BBR PARTNERS, LLC849$280K0.02%-3313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…848$280K0.23%-1513F-HRTimeline
Oxford Wealth Group, LLC846$279K0.14%13F-HRTimeline
Plante Moran Financial Advisors, LLC844$279K0.02%-27013F-HRTimeline
BAXTER BROS INC843$278K0.03%-5213F-HRTimeline
Cairn Investment Group, Inc.841$278K0.13%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC842$278K0.27%13F-HRTimeline
Birch Hill Investment Advisors LLC840$277K0.01%-913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS839$277K0.14%13F-HRTimeline
RENAISSANCE GROUP LLC838$277K0.01%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC837$276K0.04%-31413F-HRTimeline
Lavaca Capital LLC837$276K0.05%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…836$276K0.06%13F-HRTimeline
CRUX WEALTH ADVISORS836$276K0.1%-1,28013F-HRTimeline
Horizon Wealth Management, LLC833$275K0.04%+213F-HRTimeline
LFG Wealth Partners, LLC832$275K0.18%13F-HRTimeline
Cambridge Financial Group, LLC543$274K0.1%-3813F-HRTimeline
SAX WEALTH ADVISORS, LLC831$274K0.01%-4313F-HRTimeline
Team Financial Group, LLC830$274K0.12%+20113F-HRTimeline
Copeland Capital Management, LLC829$274K0.01%013F-HRTimeline
CVFG LLC828$273K0.19%+9813F-HRTimeline
Stonekeep Investments, LLC827$273K0.17%-11913F-HR/ATimeline
Heritage Wealth Management, Inc. /CA/825$272K0.18%-7413F-HRTimeline
Pembroke Management, LTD824$272K0.03%+9513F-HRTimeline
MOTIVE WEALTH ADVISORS822$271K0.12%+1513F-HRTimeline
PHILADELPHIA TRUST CO820$271K0.02%+10013F-HRTimeline
Financial Council, LLC820$271K0.11%+1413F-HRTimeline
Bill Few Associates, Inc.819$270K0.07%+4813F-HRTimeline
Miller Global Investments, LLC819$270K0.24%13F-HRTimeline
Cornell Pochily Investment Advisors, In…818$270K0.08%new13F-HRTimeline
Insight Advisors, LLC/ PA817$270K0.04%-2413F-HRTimeline
Canvas Wealth Advisors, LLC816$269K0.05%-18713F-HRTimeline
Curated Wealth Partners LLC815$269K0.03%new13F-HRTimeline
SUMMITRY LLC813$268K0.01%+12013F-HRTimeline
Pines Wealth Management, LLC811$268K0.09%-97513F-HRTimeline
ETF Portfolio Partners, Inc.811$268K0.07%013F-HRTimeline
MTM Investment Management, LLC810$267K0.09%013F-HRTimeline
Trilogy Capital Inc.810$267K0.01%+12913F-HRTimeline
Cheviot Value Management, LLC909$267K0.03%-13613F-HRTimeline
WJ Financial Advisors LLC808$267K0.24%013F-HRTimeline
Carson Advisory Inc.807$266K0.14%-7913F-HRTimeline
Vanguard Capital Wealth Advisors802$265K0.21%-1,26513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PETERSON WEALTH MANAGEMENT800$264K0.2%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC798$263K0.04%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC797$263K0.01%-25113F-HRTimeline
O'ROURKE & COMPANY, Inc797$263K0.1%+18313F-HRTimeline
Alliance Wealth Advisors, LLC /UT797$263K0.06%+9413F-HRTimeline
Blueshift Asset Management, LLC796$263K0.08%+8313F-HRTimeline
Addison Advisors LLC796$263K0.06%+613F-HRTimeline
Ruggiero Investments, Inc.796$263K0.24%13F-HRTimeline
BayBridge Capital Group, LLC793$262K0.16%-19713F-HRTimeline
Symmetry Partners, LLC790$261K0.02%-4613F-HRTimeline
OPINICUS CAPITAL, INC.790$261K0.18%-1,11613F-HRTimeline
Hofer & Associates. Inc789$261K0.14%+16813F-HRTimeline
MAYPORT, LLC789$260K0.05%-1513F-HRTimeline
Trifecta Capital Advisors, LLC785$259K0.04%+8613F-HRTimeline
Wall Street Financial Group, Inc.785$259K0.19%+6913F-HRTimeline
CHRISTINE MESSMER PC781$258K0.17%13F-HRTimeline
Cordoba Advisory Partners LLC780$258K0.06%13F-HRTimeline
Meridian Wealth Partners, LLC781$258K0.04%-3613F-HRTimeline
White Knight Strategic Wealth Advisors,…780$257K0.19%+3513F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC780$257K0.07%-16813F-HRTimeline
Foster Victor Wealth Advisors, LLC777$257K0.01%-26013F-HRTimeline
Alteri Wealth LLC779$257K0.08%-2313F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.747$257K0.2%013F-HRTimeline
Aries Wealth Management778$257K0.06%-24313F-HRTimeline
Convergence Financial, LLC778$257K0.04%-9913F-HRTimeline
Heron Bay Capital Management776$256K0.05%013F-HRTimeline
Optivise Advisory Services LLC776$256K0.15%+18613F-HRTimeline
New England Research & Management, Inc.775$256K0.11%-55013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…774$256K0.04%+8213F-HRTimeline
Wagner Wealth Management, LLC773$255K0.05%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.772$255K0.03%+15713F-HRTimeline
Westhampton Capital, LLC772$255K0.12%+15013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.771$255K0.22%-113F-HRTimeline
STRATEGY ASSET MANAGERS LLC770$254K0.04%-28413F-HRTimeline
Cherry Tree Wealth Management, LLC769$254K0.05%-2213F-HRTimeline
Lifestyle Asset Management, Inc.768$254K0.08%+5613F-HRTimeline
WENDELL DAVID ASSOCIATES INC767$253K0.03%+8713F-HRTimeline
American Financial Advisors, LLC766$253K0.03%+8413F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC766$253K0.08%-8113F-HRTimeline
Frederick Financial Consultants, LLC765$253K0.14%-9413F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.765$253K0.03%013F-HRTimeline
Baltimore-Washington Financial Advisors…764$252K0.01%+1313F-HRTimeline
Foguth Wealth Management, LLC.749$252K0.04%13F-HRTimeline
Greater Midwest Financial Group, LLC763$252K0.14%-8313F-HRTimeline
Raleigh Capital Management Inc.762$252K0.09%-4213F-HRTimeline
TrueWealth Advisors, LLC761$251K0.07%-58113F-HRTimeline
Canandaigua National Trust Co of Florida758$250K0.16%013F-HRTimeline
Beacon Financial Advisory LLC757$250K0.06%new13F-HRTimeline
Stronghold Wealth Management L.L.C.757$250K0.37%13F-HRTimeline
Auxano Advisors, LLC755$249K0.05%-20913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…754$249K0.12%+3313F-HRTimelineGroup
Trek Financial, LLC753$248K0.01%+6113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY750$248K0.05%-40013F-HRTimeline
Southeast Asset Advisors, LLC750$248K0.02%-1013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.748$247K0.1%-113F-HRTimeline
RAINIER FAMILY WEALTH INC746$246K0.19%new13F-HRTimeline
Towercrest Capital Management745$246K0.04%-2513F-HRTimeline
Financiere des Professionnels - Fonds d…745$246K0.01%-13613F-HRTimeline
Destiny Wealth Partners, LLC699$246K0.03%-113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC744$246K0.06%-513F-HRTimeline
Seros Financial, LLC743$245K0.14%+113F-HRTimeline
American National Bank of Texas741$245K0.23%-9913F-HRTimeline
Ducere Wealth Management LLC740$244K0.09%13F-HR/ATimeline
BOSTON RESEARCH & MANAGEMENT INC740$244K0.06%013F-HR/ATimeline
Argent Advisors, Inc.740$244K0.07%-30013F-HRTimeline
KINTRA WEALTH, LLC739$244K0.03%-813F-HRTimeline
4J Wealth Management LLC738$244K0.14%+2113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC738$244K0.07%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co738$244K0.01%new13F-HRTimelineGroup
NIXON PEABODY TRUST CO738$244K0.02%new13F-HRTimeline
Meridian Financial Partners LLC700$243K0.1%-85313F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.737$243K0.12%+10013F-HRTimeline
Capital Wealth Alliance, LLC882$243K0.1%013F-HRTimeline
Clarus Group, Inc.737$243K0.09%-2013F-HRTimeline
Crew Capital Management, Ltd731$241K0.15%new13F-HRTimeline
Alliance Wealth Management Group730$241K0.05%-2513F-HRTimeline
Bruce G. Allen Investments, LLC729$241K0.16%-7513F-HRTimeline
Pathfinder Wealth Consulting, Inc.729$241K0.15%13F-HRTimeline
Vilga Financial Planning LLC728$240K0.23%13F-HRTimeline
Encompass More Asset Management727$240K0.04%-3613F-HRTimeline
Grange Capital, LLC727$240K0.23%013F-HRTimeline
Opus Capital Group, LLC727$240K0.03%-14113F-HRTimeline
BETO FINANCIAL GROUP, LLC839$240K0.16%13F-HRTimeline
TruWealth Advisors, LLC725$239K0.01%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC725$239K0.04%-29713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC724$239K0.11%-21313F-HRTimeline
Williams & Novak Wealth Management, LLC722$238K0.18%+3013F-HRTimeline
PKS Advisory Services, LLC721$238K0.05%-8213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…721$238K0.16%-15513F-HRTimeline
Millstone Evans Group, LLC721$238K0.14%+913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY721$238K0.02%-2413F-HRTimeline
COOKSON PEIRCE & CO INC720$238K0.01%013F-HRTimeline
Pine Harbor Wealth Management, LLC719$237K0.07%+413F-HRTimeline
Clarity Financial LLC719$237K0.02%-3013F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA719$237K0.01%+413F-HRTimeline
DecisionMap Wealth Management, LLC719$237K0.15%new13F-HRTimeline
Uniting Wealth Partners, LLC718$237K0.07%+313F-HRTimeline
PW Nova Financial Services LLC704$237K0.09%13F-HRTimeline
THREADGILL FINANCIAL, LLC717$237K0.1%-413F-HRTimeline
Rollins Financial Advisors, LLC715$236K0.03%+12813F-HRTimeline
Gemmer Asset Management LLC714$236K0.02%+3813F-HRTimeline
Windle Wealth, LLC713$235K0.11%+413F-HRTimeline
Garden State Investment Advisory Servic…710$235K0.06%-27113F-HRTimeline
Calydon Capital712$235K0.04%-21313F-HRTimeline
Veratis Advisors, Inc.803$235K0.19%13F-HRTimeline
Coordinated Financial Services, Inc.711$235K0.14%new13F-HRTimeline
PEOPLES BANK /OH711$235K0.15%+4513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…710$234K0.01%013F-HRTimeline
Texas Bank & Trust Co709$234K0.09%-2013F-HRTimeline
Bernardo Wealth Planning LLC706$233K0.04%-8613F-HRTimeline
Berry Wealth Group, LP706$233K0.82%-6613F-HRTimeline
West Wealth Group, LLC706$233K0.05%-8713F-HRTimeline
WealthPoint Financial, LLC706$233K0.2%13F-HRTimeline
Rossby Financial, LCC706$233K0.07%+13613F-HRTimeline