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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Horizon Wealth Management, LLC858$434K0.08%+113F-HRTimeline
Traynor Capital Management, Inc.858$434K0.03%-19113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC857$434K0.16%+413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…856$433K0.02%013F-HRTimeline
BlackDiamond Wealth Management, LLC856$433K0.25%+613F-HRTimeline
West Wealth Group, LLC855$433K0.13%+1013F-HRTimeline
Pasadena Private Wealth, LLC855$432K0.09%+413F-HRTimeline
Walkner Condon Financial Advisors LLC854$432K0.09%+1313F-HRTimeline
Abel Hall, LLC851$431K0.27%-8213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.849$430K0.42%-5113F-HRTimeline
Probity Advisors, Inc.848$429K0.08%+26413F-HRTimeline
Braun-Bostich & Associates Inc.848$429K0.31%-5513F-HRTimeline
Stonekeep Investments, LLC846$428K0.32%-1713F-HRTimeline
Towerpoint Wealth, LLC845$427K0.21%-6013F-HRTimeline
BIP Wealth, LLC844$427K0.03%+23413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC844$427K0.11%13F-HRTimeline
Exchange Capital Management, Inc.843$426K0.07%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT840$425K0.15%+30313F-HRTimeline
Ariadne Wealth Management, LP797$425K0.19%+8413F-HRTimeline
Cairn Investment Group, Inc.841$425K0.25%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.839$424K0.01%new13F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC839$424K0.42%13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …839$424K0.32%+4613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC837$424K0.07%-1213F-HRTimeline
Exchange Bank837$423K0.34%+1213F-HRTimeline
Moment Partners, LLC836$423K0.08%13F-HRTimeline
Salvus Wealth Management, LLC835$422K0.27%-23413F-HRTimeline
PMV Capital Advisers, LLC835$422K1.14%13F-HRTimeline
Park Edge Advisors, LLC834$422K0.12%-11013F-HRTimeline
CapWealth Advisors, LLC833$421K0.05%+7013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC833$421K0.31%-54913F-HRTimeline
Legacy Trust832$421K0.1%-6313F-HRTimeline
Warren Street Wealth Advisors, LLC831$420K0.17%-16713F-HRTimeline
Fairvoy Private Wealth, LLC831$420K0.11%13F-HRTimeline
Beaton Management Co. Inc.831$420K0.21%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC829$419K0.16%-6013F-HRTimeline
Veery Capital, LLC829$419K0.16%+1013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC829$419K0.16%+913F-HRTimeline
Financial Council, LLC827$418K0.22%013F-HRTimeline
Marathon Mission, Inc.827$418K0.28%+6813F-HRTimeline
Centennial Wealth Advisory LLC826$418K0.16%+1013F-HRTimeline
WHITE PINE CAPITAL LLC825$417K0.14%-79413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC820$415K0.24%-4013F-HRTimeline
MinichMacGregor Wealth Management, LLC820$415K0.09%-22213F-HRTimeline
Bernardo Wealth Planning LLC796$414K0.1%+1313F-HRTimeline
Trek Financial, LLC819$414K0.03%-7113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC818$414K0.16%+11713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC816$413K0.13%-10813F-HRTimeline
Shulman DeMeo Asset Management LLC815$412K0.11%+813F-HRTimeline
Indiana Trust & Investment Management Co814$412K0.14%+1813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC814$412K0.28%-3313F-HRTimeline
Linscomb Wealth, Inc.813$411K0.02%-11513F-HRTimeline
AMERIFLEX GROUP, INC.757$411K0.19%13F-HRTimeline
Trilogy Capital Inc.811$410K0.02%-4613F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC811$410K0.37%13F-HRTimeline
BlueChip Wealth Advisors LLC810$410K0.23%+1813F-HRTimeline
Capula Management Ltdin group Capula Management Ltd810$410K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Harfst & Associates, Inc.809$409K0.09%-4,23513F-HRTimeline
ETF Portfolio Partners, Inc.809$409K0.12%013F-HRTimeline
Accelerate Investment Advisors LLC809$409K0.36%+32113F-HRTimeline
EVERPAR ADVISORS LLC808$409K0.21%-50913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC808$409K0.19%-25913F-HRTimeline
Ring Mountain Capital, LLC807$408K0.27%13F-HRTimeline
Bangor Savings Bank804$407K0.04%+5613F-HRTimeline
JFS WEALTH ADVISORS, LLC801$405K0.03%-2,69813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.801$405K0.14%+313F-HRTimeline
Wisconsin Wealth Advisors, LLC800$405K0.6%13F-HRTimeline
Strive Asset Management, LLC799$404K0.3%13F-HRTimeline
Claris Financial LLC798$404K0.27%13F-HRTimeline
Elm3 Financial Group, LLC797$403K0.34%13F-HRTimeline
Family Firm, Inc.795$402K0.09%+213F-HRTimeline
Park Square Financial Group, LLC795$402K0.28%13F-HRTimeline
Castleview Partners, LLC795$401K0.22%-37013F-HR/ATimeline
BROGAN FINANCIAL, INC.792$401K0.2%+5313F-HRTimeline
Forefront Analytics, LLC787$400K0.19%+5413F-HRTimeline
STALEY CAPITAL ADVISERS INC790$400K0.02%013F-HRTimeline
Truepoint, Inc.789$399K0.01%-29313F-HRTimeline
WENDELL DAVID ASSOCIATES INC787$398K0.04%013F-HRTimeline
Michels Family Financial, LLC786$398K0.36%13F-HRTimeline
Grassi Investment Management785$397K0.03%013F-HR/ATimeline
Kinloch Capital, LLC783$396K0.2%013F-HRTimeline
Index Fund Advisors, Inc.781$395K0.02%+8413F-HRTimeline
DecisionMap Wealth Management, LLC781$395K0.31%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…780$395K0.08%+413F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd777$393K0.52%new13F-HRTimelineGroup
ATWOOD & PALMER INC775$392K0.03%+1013F-HRTimeline
Balentine LLC774$392K0.02%013F-HRTimeline
Symphony Financial Services, Inc.771$390K0.31%-26113F-HRTimeline
Narus Financial Partners, LLC770$390K0.13%+4813F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…769$389K0.19%013F-HRTimeline
Bill Few Associates, Inc.769$389K0.14%-25013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD768$388K0.06%-91213F-HRTimelineGroup
Swisher Financial Concepts, Inc.768$388K0.46%-57513F-HRTimeline
Lansing Street Advisors766$388K0.14%+2713F-HRTimeline
Family Manage LLC765$387K0.06%-1413F-HRTimeline
REGATTA CAPITAL GROUP, LLC764$386K0.07%-1813F-HRTimeline
McGowan Group Asset Management, Inc.763$386K0.05%-14713F-HRTimeline
180 WEALTH ADVISORS, LLC762$386K0.06%-1,36713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.762$385K0.23%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…762$385K0.15%+113F-HRTimeline
Southeast Asset Advisors, LLC760$384K0.05%+9113F-HRTimeline
Apriem Advisors759$384K0.04%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC758$383K0.08%+3213F-HRTimeline
Redhawk Wealth Advisors, Inc.758$383K0.05%-11613F-HRTimeline
Tidemark, LLC758$383K0.15%-11113F-HRTimeline
M3 Advisory Group, LLC757$383K0.27%-25613F-HRTimeline
Emerald Advisors, LLC756$382K0.05%+1413F-HRTimeline
MOTIVE WEALTH ADVISORS755$382K0.21%+11013F-HRTimeline
Rothschild Wealth LLC752$381K0.11%-7413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC751$380K0.12%-4313F-HRTimeline
Reynders McVeigh Capital Management, LLC752$380K0.02%-6013F-HRTimeline
Gray Wealth Management Inc.751$380K0.14%013F-HRTimeline
Caitlin John, LLC751$380K0.26%+11313F-HRTimeline
LWM Advisory Services, LLC752$380K0.26%-1213F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC750$379K0.28%+28113F-HRTimeline
CSM Advisors, LLC751$379K0.02%+17913F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC749$379K0.04%-4113F-HR/ATimeline
Creekmur Asset Management LLC749$379K0.09%+113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…748$379K0.06%-18713F-HRTimeline
Cannon Wealth Management Services, LLC689$378K0.33%-16513F-HRTimeline
Biltmore Family Office, LLC746$377K0.06%+1113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC746$377K0.19%-2613F-HRTimeline
XY Planning Network, Inc.746$377K0.28%13F-HRTimeline
Hillsdale Investment Management Inc.744$376K0.02%+16013F-HRTimeline
Leisure Capital Management744$376K0.15%-2,18813F-HRTimeline
Gemmer Asset Management LLC742$375K0.04%+4013F-HRTimeline
Element Wealth, LLC742$375K0.2%+413F-HRTimeline
Westshore Wealth, LLC740$375K0.15%013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC740$374K0.09%013F-HR/ATimeline
Castle Rock Wealth Management, LLC713$373K0.09%-1,86113F-HRTimeline
Arbor Investment Advisors, LLC738$373K0.05%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC737$373K0.31%+30013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.737$373K0.04%+11913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…736$372K0.11%-713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…735$372K0.06%013F-HRTimeline
Wayfinding Financial, LLC734$371K0.2%new13F-HRTimeline
Financiere des Professionnels - Fonds d…733$371K0.03%-4513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC732$370K0.02%-42713F-HRTimelineGroup
BANK OZK732$370K0.15%-12113F-HRTimeline
Wealth Dimensions Group, Ltd.729$369K0.09%+8513F-HRTimeline
RTD Financial Advisors, Inc.728$368K0.05%-1613F-HRTimeline
BlueSky Wealth Advisors, LLC728$368K0.06%013F-HRTimeline
Curran Financial Partners, LLC727$368K0.1%+14313F-HRTimeline
Worth Financial Advisory Group, LLC725$367K0.23%-313F-HRTimeline
O'Brien Greene & Co. Inc723$366K0.12%+6113F-HRTimeline
Lion Street Advisors, LLC722$365K0.12%-21913F-HRTimeline
International Private Wealth Advisors L…722$365K0.36%+8813F-HRTimeline
FIRST UNITED BANK & TRUST720$364K0.13%-1013F-HRTimeline
PHILADELPHIA TRUST CO720$364K0.03%-23113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP719$364K0.1%013F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC716$362K0.08%+4213F-HRTimeline
Lionshead Wealth Management, LLC714$361K0.26%13F-HRTimeline
Millstone Evans Group, LLC712$360K0.25%13F-HRTimeline
Emergent Wealth Advisors, LLC710$359K0.26%+2613F-HRTimeline
Benin Management CORP710$359K0.1%-10913F-HRTimeline
Bath Savings Trust Co709$359K0.04%013F-HRTimeline
American Financial Advisors, LLC707$358K0.05%-1013F-HRTimeline
Ariston Services Group705$357K0.31%+9213F-HRTimeline
NWF Advisory Services Inc.704$356K0.05%-37013F-HRTimeline
Purkiss Capital Advisors LLC703$356K0.31%13F-HRTimeline
Cadent Capital Advisors, LLC702$355K0.12%-22013F-HRTimeline
Empirical Asset Management, LLC21,856$355K0.12%+3,15713F-HRTimeline
Gibraltar Capital Management, Inc.700$354K0.16%013F-HRTimeline
Machina Capital S.A.S.700$354K0.15%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC700$354K0.27%013F-HRTimeline
PARUS FINANCE (UK) Ltd699$354K0.11%013F-HRTimeline
Kaydan Wealth Management, Inc.697$353K0.12%-4613F-HRTimeline
Westmount Partners, LLC696$352K0.11%-1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.692$352K0.16%-313F-HRTimeline
Concentric Capital Strategies, LP695$352K0.02%-3,14813F-HRTimeline
Sovereign Investment Advisors, LLC695$352K0.1%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…694$351K0.07%-1613F-HRTimelineGroup
Peak Retirement Planning, Inc.693$351K0.24%13F-HRTimeline
Global Strategic Investment Solutions, …692$350K0.04%-9113F-HRTimeline
Horan Capital Advisors, LLC.691$350K0.12%-36513F-HRTimeline
4J Wealth Management LLC690$349K0.28%+213F-HRTimeline
SAX WEALTH ADVISORS, LLC690$349K0.03%+1313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.689$349K0.17%+3213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.688$348K0.17%013F-HRTimeline
Birchcreek Wealth Management, LLC687$348K0.22%-16113F-HRTimeline
SELDON CAPITAL LP687$348K0.14%013F-HRTimeline
Shilanski & Associates, Inc.687$347K0.11%-313F-HRTimeline
GSG Advisors LLC684$346K0.11%-6213F-HRTimeline
CWS Financial Advisors, LLC684$346K0.11%013F-HRTimeline
VestGen Investment Management682$345K0.09%+9013F-HRTimeline
Octavia Wealth Advisors, LLC682$345K0.04%-9413F-HRTimeline
Sustainable Insight Capital Management,…681$344K0.15%013F-HRTimeline
Trust Co681$344K0.04%-11313F-HRTimeline
NDVR, Inc.681$344K0.33%+3713F-HRTimeline
WEST BANCORPORATION INC679$343K0.23%+5813F-HRTimeline
CTC LLC679$343K0.03%-92213F-HRTimeline
Indie Asset Partners, LLC677$343K0.27%+113F-HRTimeline
Capstone Financial Advisors, Inc.677$342K0.02%+313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC676$342K0.17%-3013F-HRTimeline
Jackson Wealth Management, LLC677$342K0.04%-11113F-HRTimeline
Columbia Asset Management676$342K0.07%-21113F-HRTimeline
AlphaQuest LLC676$342K0.05%+44113F-HRTimeline
Mustard Seed Financial, LLC675$341K0.28%-19013F-HRTimeline
Crown Wealth Group, LLC675$341K0.14%+513F-HRTimeline
GWN SECURITIES INC.642$341K0.09%13F-HRTimeline