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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Seneca House Advisors622$259K0.09%new13F-HRTimeline
Blue Chip Partners, LLC622$258K0.02%-1,40113F-HRTimeline
Kohmann Bosshard Financial Services, LLC621$258K0.02%new13F-HRTimeline
Saxony Capital Management, LLC620$258K0.12%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC619$257K0.09%new13F-HRTimeline
Strait & Sound Wealth Management LLC618$257K0.09%-30013F-HRTimeline
Insight Advisors, LLC/ PA616$257K0.05%new13F-HRTimeline
bLong Financial, LLC617$256K0.17%new13F-HRTimeline
IFC Advisors LLC615$256K0.03%new13F-HRTimeline
Crewe Advisors LLC613$255K0.02%+11313F-HRTimeline
Allied Investment Advisors, LLC612$255K0.03%new13F-HRTimeline
GEN Financial Management, INC.611$254K0.15%new13F-HRTimeline
Texas Bank & Trust Co611$254K0.08%new13F-HRTimeline
Emergent Wealth Advisors, LLC622$254K0.13%new13F-HRTimeline
Eaton-Cambridge Inc.610$254K0.07%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC610$254K0.2%new13F-HRTimeline
Peachtree Investment Partners, LLC610$254K0.08%new13F-HRTimeline
Francis Financial, Inc.609$253K0.04%new13F-HRTimeline
OBSIDIAN CIO, LLC609$253K0.19%+2713F-HRTimeline
Axim Planning & Wealth609$253K0.36%-19013F-HRTimeline
Center for Financial Planning, Inc.607$252K0.02%-15213F-HRTimeline
Able Wealth Management LLC605$252K0.06%new13F-HRTimeline
Panoramic Capital Partners, LLC604$251K0.12%new13F-HRTimeline
IVC Wealth Advisors LLC604$251K0.1%new13F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV603$251K0.13%new13F-HRTimeline
Financial Insights, Inc.603$251K0.07%new13F-HRTimeline
Strategic Financial Concepts, LLC602$250K0.07%new13F-HRTimeline
Viaable, LLC586$250K0.21%13F-HRTimeline
Hanson & Doremus Investment Management601$250K0.03%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC601$250K0.12%new13F-HRTimeline
Axiom Investment Management LLC600$249K0.17%+6813F-HRTimeline
First Dallas Securities Inc.600$249K0.08%-25013F-HRTimeline
Independent Family Office, LLC600$249K0.1%new13F-HRTimeline
Columbia Bank600$249K0.06%new13F-HRTimeline
Arini Capital Management Ltd600$249K0.03%new13F-HR/ATimeline
G&S Capital LLC599$249K0.07%-17713F-HRTimeline
TOEWS CORP /ADV598$249K0.04%new13F-HRTimeline
TriaGen Wealth Management LLC598$249K0.06%new13F-HRTimeline
Garden State Investment Advisory Servic…597$248K0.05%new13F-HRTimeline
Kuhn & Co Investment Counsel596$248K0.14%new13F-HRTimeline
JT Stratford LLC596$248K0.03%new13F-HRTimeline
JGP Wealth Management, LLC595$247K0.02%new13F-HRTimeline
Probity Advisors, Inc.593$246K0.04%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.593$246K0.15%+1513F-HRTimeline
FIRST UNITED BANK & TRUST593$246K0.07%+1913F-HRTimeline
Fortis Capital Management LLC592$246K0.03%new13F-HRTimeline
SkyOak Wealth, LLC592$246K0.04%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC591$246K0.03%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …591$246K<0.01%-113F-HRTimelineGroup
Gambit Capital Management, LLC591$246K0.14%new13F-HRTimeline
Wilkerson Advisory Group LLC590$245K0.08%+38613F-HRTimeline
TrueWealth Advisors, LLC588$244K0.06%-19113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH587$244K0.05%-17913F-HRTimeline
Latitude Advisors, LLC585$243K0.1%new13F-HRTimeline
Polymer Capital Management (US) LLC585$243K0.04%-31113F-HRTimeline
Gemmer Asset Management LLC584$243K0.02%new13F-HRTimeline
JBGlobal.com LLC582$242K0.21%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC581$242K0.01%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC581$241K0.06%new13F-HRTimeline
Investmark Advisory Group LLC581$241K0.09%new13F-HRTimeline
Magnolia Wealth Management, LLC580$241K0.13%013F-HRTimeline
Alley Investment Management Company, LLC580$241K0.03%new13F-HRTimeline
WBH ADVISORY INC579$241K0.02%new13F-HRTimeline
SITTNER & NELSON, LLC578$240K0.08%-313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC578$240K0.07%new13F-HRTimeline
M. Kraus & Co578$240K0.06%new13F-HRTimeline
LAWOOD & CO576$239K0.16%new13F-HRTimeline
Carrera Capital Advisors576$239K0.04%new13F-HRTimeline
JM2 Capital Inc.573$238K0.16%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC573$238K0.05%-1,03313F-HRTimeline
Pekin Hardy Strauss, Inc.572$238K0.02%-17713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC571$237K0.05%new13F-HRTimeline
One Wealth Advisors, LLC570$237K0.03%new13F-HRTimeline
Seros Financial, LLC569$237K0.12%-24113F-HRTimeline
VICUS CAPITAL569$236K0.02%new13F-HRTimeline
Flywheel Private Wealth LLC567$236K0.12%new13F-HRTimeline
Berry Wealth Group, LP567$236K0.76%new13F-HRTimeline
Challenger Wealth Management566$235K0.17%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC566$235K0.02%new13F-HRTimeline
Integrity Financial Corp /WA566$235K0.11%new13F-HRTimeline
Exit Wealth Advisors, LLC.566$235K0.11%new13F-HRTimeline
WealthBridge Capital Management, LLC566$235K0.05%new13F-HRTimeline
STEVENS CAPITAL PARTNERS566$235K0.04%new13F-HRTimeline
Orgel Wealth Management, LLC565$235K<0.01%new13F-HRTimeline
25 LLC564$234K0.06%new13F-HRTimeline
Ballew Advisors, Inc551$234K0.12%new13F-HRTimeline
Atlas Private Wealth Advisors563$234K0.05%new13F-HRTimeline
Accelerate Investment Advisors LLC562$234K0.13%new13F-HRTimeline
Valley Brook Capital Group, Inc.562$234K0.13%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC562$234K0.09%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.561$233K0.04%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/561$233K0.24%new13F-HRTimeline
Plan Group Financial, LLC560$233K0.05%new13F-HRTimeline
Dynamic Financial Group560$233K0.18%new13F-HRTimeline
Cogent Private Wealth, Inc.560$233K0.15%new13F-HRTimeline
Axiom Financial Strategies, LLC558$232K0.07%new13F-HRTimeline
Cape Investment Advisory, Inc.557$232K0.06%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC557$232K0.11%new13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC557$232K0.11%new13F-HRTimeline
WMG Financial Advisors, LLC556$231K0.09%-27813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION556$231K0.02%new13F-HRTimeline
Walker Asset Management, LLC551$229K0.12%new13F-HRTimeline
Saiph Capital, LLC551$229K0.07%new13F-HRTimeline
Founders Capital Management550$229K0.1%013F-HRTimeline
Baltimore-Washington Financial Advisors…549$229K0.01%new13F-HRTimeline
LightSquare Wealth Management, LLC549$228K0.16%new13F-HRTimeline
Blom & Howell Financial Planning, Inc.549$228K0.19%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC548$228K0.1%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC547$227K0.03%new13F-HRTimeline
FreeGulliver LLC547$227K0.08%new13F-HRTimeline
Centerpoint Advisory Group547$227K0.14%new13F-HRTimeline
Shakespeare Wealth Management, LLC546$227K0.06%new13F-HRTimeline
DAVIDSON TRUST CO545$227K0.09%new13F-HRTimeline
MN Wealth Advisors, LLC544$226K0.1%-61713F-HRTimeline
Park Place Capital Corp544$226K0.04%-1,86813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…544$226K0.09%-14713F-HRTimelineGroup
Shepherd Financial Partners LLC543$226K0.02%new13F-HRTimeline
J.E. Simmons & Co., P.C.543$226K0.13%new13F-HRTimeline
Stonebridge Financial Group, LLC543$226K0.02%new13F-HRTimeline
Hibernia Wealth Partners, LLC542$225K0.12%new13F-HRTimeline
Ducere Wealth Management LLC541$225K0.07%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)538$224K0.06%new13F-HRTimeline
Meridian Financial Partners LLC534$223K0.08%new13F-HRTimeline
DRW Securities, LLC537$223K0.01%-1,99013F-HRTimeline
Brio Consultants, LLC537$223K0.03%-1913F-HRTimeline
Global Trust Asset Management, LLC536$223K0.07%-2213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC535$222K0.08%-8,08513F-HRTimeline
Wealth Watch Advisors, INC535$222K0.07%new13F-HRTimeline
Tactive Advisors, LLC535$222K0.05%new13F-HRTimeline
Curran Financial Partners, LLC533$222K0.03%new13F-HRTimeline
Flaharty Asset Management, LLC520$221K0.32%-1,81813F-HRTimeline
TCI Wealth Advisors, Inc.532$221K0.01%new13F-HRTimeline
Occidental Asset Management, LLC532$221K0.02%new13F-HRTimeline
Inlight Wealth Management, LLC531$221K0.07%new13F-HRTimeline
Lakeshore Financial Planning, Inc.530$221K0.07%new13F-HRTimeline
Price Financial Group Wealth Management…517$220K3.66%+313F-HRTimeline
Fortune Financial Advisors, LLC530$220K0.09%new13F-HRTimeline
Wharton Business Group, LLC530$220K0.01%new13F-HRTimeline
Optivise Advisory Services LLC529$220K0.11%new13F-HRTimeline
Eagle Bay Advisors LLC528$220K0.16%new13F-HRTimeline
Dominguez Wealth Management Solutions, …528$219K0.12%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.526$219K0.05%new13F-HRTimeline
Heritage Wealth Management, Inc. /CA/526$219K0.11%new13F-HRTimeline
Climber Capital SA527$219K0.13%new13F-HRTimeline
Horizon Investment Services, LLC525$218K0.06%new13F-HRTimeline
Notis-McConarty Edward525$218K0.09%-2,62813F-HRTimeline
SJS Investment Consulting Inc.524$218K0.02%+24313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC523$217K0.09%new13F-HRTimeline
Investment Advisory Services Group LLC523$217K0.16%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC522$217K0.11%13F-HRTimeline
Atlatl Advisers LLC522$217K0.05%new13F-HRTimeline
AJ Advisors, LLC522$217K0.07%new13F-HRTimeline
Global Strategic Investment Solutions, …522$217K0.02%new13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC521$217K0.04%new13F-HRTimeline
NAVELLIER & ASSOCIATES INC520$216K0.02%-1,87313F-HRTimeline
Bayesian Capital Management, LP520$216K0.14%new13F-HRTimeline
4J Wealth Management LLC519$216K0.11%new13F-HRTimeline
REAP Financial Group, LLC519$216K0.04%+1413F-HRTimeline
Next Capital Management LLC519$216K0.06%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC518$215K0.02%new13F-HRTimeline
ACORN CREEK CAPITAL LLC517$215K0.07%new13F-HRTimeline
Hilton Head Capital Partners, LLC517$215K0.11%+21613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC516$214K0.06%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co515$214K<0.01%-1,95313F-HRTimeline
Stillwater Private Wealth, LLC529$214K0.14%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/514$214K0.07%013F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC514$214K0.01%new13F-HRTimeline
First Citizens Financial Corp513$213K0.09%new13F-HRTimeline
Prosperity Bancshares Inc512$213K0.14%+3513F-HRTimeline
Cherry Tree Wealth Management, LLC512$213K0.04%-22913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC510$212K0.03%new13F-HRTimeline
Towne Trust Company, N.A510$212K0.06%013F-HRTimeline
LVZ, Inc.510$212K0.02%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …509$212K0.03%13F-HRTimelineGroup
Pavion Blue Capital, LLC508$211K0.08%new13F-HRTimeline
AAF Wealth Management, LLC507$211K0.08%new13F-HRTimeline
BBR PARTNERS, LLC507$211K0.01%new13F-HRTimeline
Fort Sheridan Advisors LLC507$211K0.02%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC506$210K0.06%new13F-HRTimeline
Sterling Group Wealth Management, LLC506$210K0.09%new13F-HRTimeline
UPTICK PARTNERS, LLC506$210K0.03%new13F-HRTimeline
Verus Financial Partners, Inc.505$210K0.02%new13F-HRTimeline
BARINGS LLCin group BARINGS LLC505$210K<0.01%new13F-HRTimelineGroup
Taylor Financial Group, Inc.505$210K0.12%new13F-HRTimeline
Montis Financial, LLC504$210K0.04%new13F-HRTimeline
Advisory Resource Group504$209K0.03%new13F-HRTimeline
Seed Wealth Management, Inc.504$209K0.13%new13F-HRTimeline
Osbon Capital Management LLC504$209K0.16%013F-HRTimeline
Gray Private Wealth, LLC503$209K0.09%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.503$209K0.07%new13F-HRTimeline
Steelhead Wealth Management LLC502$208K0.08%new13F-HRTimeline
UNIVERSITY OF CHICAGO500$208K0.05%new13F-HRTimeline
Leisure Capital Management500$208K0.06%new13F-HRTimeline
TenCore Partners, LP500$208K0.16%new13F-HRTimeline
Laidlaw Wealth Management LLC500$208K0.59%new13F-HRTimeline
Samjo Management, LLC500$208K0.07%new13F-HRTimeline
Broadway Wealth Solutions, Inc.500$208K0.1%new13F-HRTimeline
Brave Warrior Advisors, LLC499$207K<0.01%new13F-HRTimeline
Investment Advisory Group, LLC498$207K0.04%new13F-HRTimeline
Select Asset Management & Trust498$207K0.06%new13F-HRTimeline