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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Addison Advisors LLC770$208K0.05%-2613F-HRTimeline
Towercrest Capital Management770$208K0.03%+2513F-HRTimeline
Tennessee Valley Asset Management Partn…769$208K0.03%+15813F-HRTimeline
Abound Wealth Management769$208K0.05%+45413F-HRTimeline
WENDELL DAVID ASSOCIATES INC767$208K0.02%013F-HRTimeline
Hofer & Associates. Inc768$208K0.11%-2113F-HRTimeline
Centennial Wealth Advisory LLC768$208K0.05%new13F-HRTimeline
American Financial Advisors, LLC766$207K0.03%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH766$207K0.05%+15513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.765$207K0.02%013F-HRTimeline
Vilga Financial Planning LLC764$207K0.18%+3613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD763$207K0.03%-25513F-HR/ATimeline
CONTINUUM WEALTH ADVISORS, LLC763$206K0.09%-20013F-HRTimeline
Crew Capital Management, Ltd761$206K0.14%+3013F-HRTimeline
Center for Financial Planning, Inc.759$205K0.02%-41513F-HRTimeline
Frederick Financial Consultants, LLC758$205K0.1%-713F-HRTimeline
Canandaigua National Trust Co of Florida758$205K0.16%013F-HRTimeline
Code Waechter LLC758$205K0.12%-64413F-HRTimeline
TSFG, LLC758$205K0.03%+26613F-HRTimeline
Plante Moran Financial Advisors, LLC756$205K0.01%-8813F-HRTimeline
Alliance Wealth Management Group755$204K0.04%+2513F-HRTimeline
American National Bank of Texas755$204K0.19%+1413F-HRTimeline
Beacon Financial Advisory LLC754$204K0.05%-313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.754$204K0.05%-38113F-HRTimeline
Omnia Family Wealth, LLC751$203K0.06%-43713F-HRTimeline
Allegiance Financial Group Advisory Ser…750$203K0.04%+11613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY750$203K0.04%013F-HRTimeline
First Business Financial Services, Inc.750$203K0.02%-12913F-HRTimeline
Williams & Novak Wealth Management, LLC741$203K0.15%+1913F-HRTimeline
Pekin Hardy Strauss, Inc.749$203K0.02%-70013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP748$202K0.01%-12513F-HRTimeline
Brio Consultants, LLC556$202K0.02%-10613F-HRTimeline
VISTA INVESTMENT PARTNERS LLC746$202K0.05%+213F-HRTimeline
Argent Advisors, Inc.745$202K0.06%+513F-HRTimeline
Hoese & Co LLP745$202K0.15%-10513F-HRTimeline
Coyle Financial Counsel LLC744$201K0.04%+9013F-HRTimeline
360 Financial, Inc.742$201K0.06%-13913F-HRTimeline
Westshore Wealth, LLC741$201K0.07%+13413F-HRTimeline
Cherry Tree Wealth Management, LLC741$200K0.04%-2813F-HRTimeline
Canal Capital Management, LLC740$200K0.03%-41813F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC740$200K0.05%013F-HR/ATimeline
Millstone Evans Group, LLC735$199K0.12%+1413F-HRTimeline
ADIRONDACK TRUST CO730$198K0.07%-21813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd727$197K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
TFC Financial Management, Inc.721$195K0.02%-35513F-HRTimeline
Copeland Capital Management, LLC720$195K<0.01%-10913F-HRTimeline
Bullseye Investment Management, LLC710$192K0.1%+51013F-HRTimeline
Truvestments Capital LLC707$191K0.03%+49113F-HRTimeline
Atlantic Private Wealth, LLC700$189K0.12%-2,41913F-HRTimeline
WEBSTER BANK, N. A.699$189K0.02%-20413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…691$187K0.09%-6313F-HRTimelineGroup
Bollard Group LLC686$186K0.01%-713F-HRTimeline
BARRETT & COMPANY, INC.684$185K0.06%+20313F-HRTimeline
Leo H. Evart, Inc.682$185K0.16%13F-HR/ATimeline
McIlrath & Eck, LLC671$182K0.01%+313F-HRTimeline
VESTOR CAPITAL, LLC665$180K0.01%-19113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…663$179K0.03%-48113F-HRTimeline
SOA Wealth Advisors, LLC.648$175K0.03%-2513F-HRTimeline
Quarry LP648$175K0.04%-42013F-HRTimeline
Intentional Wealth Strategies, LLC642$174K0.16%13F-HRTimeline
Newton One Investments LLC626$170K0.05%+413F-HRTimeline
Bogart Wealth, LLC624$169K0.01%+6513F-HRTimeline
Price Financial Group Wealth Management…514$166K2.75%new13F-HRTimeline
UNION SAVINGS BANK607$164K0.07%+15813F-HRTimeline
Fideuram Asset Management (Ireland) dac593$164K0.02%-9,27913F-HRTimeline
Hanson & Doremus Investment Management601$163K0.02%-8013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …592$160K<0.01%+113F-HRTimelineGroup
OBSIDIAN CIO, LLC582$157K0.14%new13F-HRTimeline
SITTNER & NELSON, LLC581$157K0.06%-4013F-HRTimeline
Physician Wealth Advisors, Inc.581$157K0.02%-2213F-HRTimeline
Magnolia Wealth Management, LLC580$157K0.09%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.578$156K0.11%013F-HRTimeline
FIRST UNITED BANK & TRUST574$155K0.05%-1213F-HRTimeline
American Capital Advisory, LLC574$155K0.06%+1113F-HRTimeline
True Wealth Design, LLC560$152K0.04%+15313F-HRTimeline
Global Trust Asset Management, LLC558$151K0.06%013F-HRTimeline
Lloyd Advisory Services, LLC.550$149K0.04%new13F-HRTimeline
Kingdom Financial Group LLC.550$149K0.04%+2013F-HRTimeline
Founders Capital Management550$149K0.07%-5313F-HRTimeline
Dixon Mitchell Investment Counsel Inc.534$144K0.01%013F-HRTimeline
Axiom Investment Management LLC532$144K0.11%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/514$139K0.05%013F-HRTimelineGroup
Towne Trust Company, N.A510$138K0.04%013F-HRTimeline
Whipplewood Advisors, LLC510$138K0.07%+17713F-HRTimeline
REAP Financial Group, LLC505$137K0.03%+5013F-HRTimeline
Osbon Capital Management LLC504$136K0.11%+50013F-HRTimeline
Crewe Advisors LLC500$135K0.01%013F-HRTimeline
Basepoint Wealth LLC497$135K0.08%+613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …485$131K0.02%013F-HRTimelineGroup
Princeton Global Asset Management LLC482$130K0.02%-1313F-HRTimeline
Prosperity Bancshares Inc477$129K0.1%+13313F-HRTimeline
Bravera Wealth473$128K0.06%+3113F-HRTimeline
ELKHORN PARTNERS LIMITED PARTNERSHIPin group ELKHORN PARTNERS LIMITED PART…470$127K0.08%-43013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp339$125K0.09%+313F-HR/ATimeline
City State Bank444$120K0.03%+2613F-HRTimeline
Financial Freedom, LLC442$120K0.06%+213F-HRTimeline
Indiana Trust & Investment Management Co441$119K0.04%-49513F-HRTimeline
Pioneer Family Office, LLC440$119K0.08%013F-HRTimeline
Essential Partners LLC433$117K0.04%+3113F-HRTimeline
Key Capital Management, INC422$114K0.08%+30413F-HRTimeline
Quaker Wealth Management, LLC418$113K0.04%+7613F-HRTimeline
Strengthening Families & Communities, L…412$111K0.03%+313F-HRTimeline
FIRST COMMUNITY TRUST NA408$110K0.08%013F-HRTimeline
Cornerstone National Bank & Trust Co400$110K0.04%+38413F-HRTimeline
Asset Planning,Inc402$109K0.08%-91313F-HRTimeline
Kozak & Associates, Inc.347$109K0.02%-3913F-HRTimeline
Monetary Solutions, Ltd399$108K0.1%+23013F-HRTimeline
Western Pacific Wealth Management, LP397$107K0.11%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL397$107K0.03%+5213F-HRTimeline
Meramec Financial Planners, LLC332$107K0.04%013F-HRTimeline
Ares Financial Consulting, LLC391$107K0.08%+17513F-HRTimeline
Silver Grove Financial Group, Inc.389$105K0.08%new13F-HRTimeline
Mascoma Wealth Management LLC388$105K0.02%-16213F-HRTimeline
Schonfeld Strategic Advisors LLC381$103K<0.01%-9,27513F-HRTimeline
Kennebec Savings Bank370$100K0.09%013F-HRTimeline
Hikari Tsushin, Inc.365$98.8K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC364$98.5K0.01%+20113F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd364$97.3K<0.01%-3,20413F-HRTimelineGroup
Ankerstar Wealth, LLC356$96.3K0.1%+30413F-HRTimeline
PINNEY & SCOFIELD, INC.355$96.1K0.05%013F-HRTimeline
Stone House Investment Management, LLC354$95.9K0.02%-3713F-HRTimeline
Sachetta, LLC354$95.7K0.05%+7013F-HRTimeline
Private Wealth Management Group, LLC353$95.5K0.03%+8913F-HRTimeline
IMG Wealth Management, Inc.349$94.4K0.06%-13713F-HRTimeline
Pacific Center for Financial Services344$93.1K0.02%013F-HRTimeline
Hara Capital LLC344$93.1K0.05%-3013F-HRTimeline
POM Investment Strategies, LLC342$92.5K0.11%+713F-HRTimeline
Kemnay Advisory Services Inc.341$92.3K0.01%-1813F-HRTimeline
Wealth Preservation Advisors, LLC339$91.7K0.08%-7013F-HRTimeline
Trust Co337$91.2K0.01%+2213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC331$89.6K0.01%013F-HRTimeline
Dunhill Financial, LLC329$89.2K0.02%-15713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…328$88.8K0.05%-413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC326$88.2K0.02%+6813F-HRTimeline
MJT & Associates Financial Advisory Gro…325$87.9K0.06%013F-HRTimeline
Standard Family Office LLC324$87.7K0.09%013F-HRTimeline
MRP Capital Investments, LLC323$87.4K0.08%-1,04713F-HRTimeline
WPG Advisers, LLC322$87.1K0.06%-5813F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …320$86.6K0.04%new13F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S307$83K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC302$81.6K0.03%-1813F-HRTimeline
WOLFF WIESE MAGANA LLC301$81.4K0.04%+613F-HRTimeline
Hilton Head Capital Partners, LLC301$81.4K0.05%-1313F-HRTimeline
RATIONAL ADVISORS, INC.295$79.8K0.01%-2,00013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC291$78.7K0.01%+1013F-HRTimeline
Blume Capital Management, Inc.290$78.5K0.01%013F-HRTimeline
Aspect Partners, LLC289$78.2K0.03%-2413F-HRTimeline
Tidemark, LLC288$78K0.02%+1613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…285$77.3K0.03%-89913F-HRTimeline
Security National Bank283$76.6K0.01%-14413F-HRTimeline
Gunpowder Capital Management, LLC dba O…283$76.6K0.06%+7313F-HRTimeline
SJS Investment Consulting Inc.281$76K0.01%-38613F-HRTimeline
Financial Avengers, Inc.276$74.6K0.03%+213F-HRTimeline
Hughes Financial Services, LLC275$74.4K0.01%-1213F-HRTimeline
TD Capital Management LLC275$74.3K0.01%013F-HRTimeline
YANKCOM Partnership274$74.1K0.03%-2613F-HRTimeline
ATWOOD & PALMER INC269$72.8K<0.01%-22713F-HRTimeline
Napier Financial, LLC268$72.5K0.02%new13F-HRTimeline
Bangor Savings Bank268$72.5K0.01%-3113F-HRTimeline
True Link Financial Advisors, LLC267$72.2K<0.01%new13F-HR/ATimeline
Fortitude Family Office, LLC266$72K0.02%-19913F-HRTimeline
Sherman Asset Management, Inc.260$70.4K0.06%013F-HRTimeline
Tradewinds Capital Management, LLC254$68.7K0.01%-5613F-HRTimeline
Smallwood Wealth Investment Management,…254$68.7K0.04%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC252$68K0.05%013F-HRTimeline
NorthAvenue LLC250$67.6K0.05%013F-HRTimeline
Lummis Asset Management, LP249$67.4K0.04%013F-HRTimeline
2UniFi Bank248$67.1K0.03%+213F-HRTimeline
Bell Investment Advisors, Inc246$66.6K0.01%+3113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC245$66.3K0.02%+3913F-HRTimeline
Bank of New Hampshire242$65.5K0.01%+213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.241$65.2K0.19%013F-HRTimeline
Copia Wealth Management240$64.9K0.04%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…234$63.3K0.02%+15413F-HRTimelineGroup
Canton Hathaway, LLC230$62.2K0.01%-10013F-HRTimeline
Rialto Wealth Management, LLC228$61.7K0.01%+4813F-HRTimeline
Financial Life Planners227$61.5K0.05%new13F-HRTimeline
Decker Retirement Planning Inc.223$60.4K0.03%+20013F-HRTimeline
Community Financial Services Group, LLC219$60K0.01%new13F-HRTimeline
Curat Global, LLC220$59.5K0.06%-2013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC214$57.9K0.01%-1413F-HRTimeline
Nova Wealth Management, Inc.214$57.9K0.04%+13813F-HRTimeline
Glass Jacobson Investment Advisors llc211$57.2K0.02%+7113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV211$57K0.02%+5213F-HR/ATimeline
Sankala Group LLC216$56.2K0.05%+913F-HRTimeline
GoalVest Advisory LLC205$55.5K0.01%-14113F-HRTimeline
Wilkerson Advisory Group LLC204$55.2K0.02%+11413F-HRTimeline
ROSS\JOHNSON & Associates LLC202$54.7K0.99%-213F-HRTimeline
Heritage Wealth Advisors200$54.1K<0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC200$54.1K0.02%013F-HRTimeline
Strive Financial Group ,LLC199$54K0.03%+213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department194$52.5K0.01%-23813F-HRTimelineGroup
ENTRUST FINANCIAL LLC184$49.8K0.03%+713F-HRTimeline
Costello Asset Management, INC181$49K0.02%013F-HRTimeline
Clayton Financial Group LLC180$48.7K0.02%-8513F-HRTimeline
Provenance Wealth Advisors, LLC179$48.4K0.01%-6313F-HRTimeline
Darwin Wealth Management, LLC176$47.8K0.01%-72513F-HRTimeline
Kilter Group LLC176$47.6K0.02%+4313F-HRTimeline
MOTCO169$45.7K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC167$45.2K0.02%013F-HRTimeline