UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers: 3,559
13F filers: 3,614
New: 165
Added: 1,413
Reduced: 1,667
Sold out: 215
Shares held by filers: 810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Family Manage LLC	753	$394K	0.07%	-12	13F-HR Timeline
Concentrum Wealth Management	751	$393K	0.15%	new	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	751	$393K	0.16%	-78	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	750	$393K	0.02%	-2	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	750	$393K	0.04%	+1	13F-HR/A Timeline
XY Planning Network, Inc.	749	$392K	0.26%	+3	13F-HR Timeline
Ipswich Investment Management Co., Inc.	747	$391K	0.1%	-325	13F-HR Timeline
Biltmore Family Office, LLC	746	$391K	0.07%	0	13F-HR Timeline
Crown Wealth Group, LLC	745	$390K	0.2%	+70	13F-HR Timeline
Arbor Investment Advisors, LLC	745	$390K	0.05%	+7	13F-HR Timeline
CSM Advisors, LLC	746	$390K	0.02%	-5	13F-HR Timeline
Frederick Financial Consultants, LLC	745	$390K	0.28%	+209	13F-HR Timeline
Cynosure Group, LLC	744	$390K	0.05%	+157	13F-HR Timeline
Southeast Asset Advisors, LLC	743	$389K	0.05%	-17	13F-HR Timeline
Truepoint, Inc.	743	$389K	0.01%	-46	13F-HR Timeline
Reyes Financial Architecture, Inc.	742	$389K	0.29%	-167	13F-HR Timeline
Element Wealth, LLC	742	$389K	0.21%	0	13F-HR Timeline
Westshore Wealth, LLC	741	$388K	0.16%	+1	13F-HR Timeline
Symphony Financial Services, Inc.	741	$388K	0.25%	-30	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	740	$388K	0.09%	0	13F-HR/A Timeline
ELEVATUS WELATH MANAGEMENT	740	$387K	0.22%	-100	13F-HR Timeline
Wealth Dimensions Group, Ltd.	739	$387K	0.09%	+10	13F-HR Timeline
BROOKS, MOORE & ASSOCIATES, INC.	737	$386K	0.22%	-25	13F-HR Timeline
Facet Wealth, Inc.	953	$386K	0.01%	-594	13F-HR Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	735	$385K	0.02%	+3	13F-HR Timeline Group
CITY NATIONAL BANK OF FLORIDA /MSD	735	$385K	0.35%	+266	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	735	$385K	0.05%	+100	13F-HR Timeline
LJI Wealth Management, LLC	735	$385K	0.08%	+277	13F-HR Timeline
Hamilton Capital, LLC	733	$384K	0.02%	+117	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	731	$383K	0.2%	-15	13F-HR Timeline
BlueSky Wealth Advisors, LLC	728	$381K	0.06%	0	13F-HR Timeline
Rise Advisors, LLC	728	$381K	0.17%	+90	13F-HR Timeline
KINTRA WEALTH, LLC	727	$381K	0.26%	-264	13F-HR Timeline
NAPATREE CAPITAL LLC	726	$380K	0.21%	+97	13F-HR Timeline
Octavia Wealth Advisors, LLC	726	$380K	0.05%	+44	13F-HR Timeline
GREENWOOD GEARHART LLC	725	$379K	0.03%	-1,062	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	742	$379K	0.03%	-570	13F-HR Timeline Group
Lafayette Investments, Inc.	723	$379K	0.08%	+88	13F-HR Timeline
Lansing Street Advisors	722	$378K	0.13%	-44	13F-HR Timeline
PHILADELPHIA TRUST CO	720	$377K	0.03%	0	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	719	$377K	0.19%	-50	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	761	$376K	0.15%	-1	13F-HR Timeline
FIRST UNITED BANK & TRUST	718	$376K	0.14%	-2	13F-HR Timeline
Old Port Advisors	718	$376K	0.11%	-264	13F-HR Timeline
Centerpoint Advisory Group	716	$375K	0.37%	-189	13F-HR Timeline
Towerpoint Wealth, LLC	713	$373K	0.19%	-132	13F-HR Timeline
Millstone Evans Group, LLC	712	$373K	0.25%	0	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	709	$371K	0.14%	-109	13F-HR Timeline
AJ Advisors, LLC	708	$371K	0.19%	+48	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	708	$371K	0.07%	+63	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	707	$370K	0.07%	-57	13F-HR Timeline
Lion Street Advisors, LLC	707	$370K	0.12%	-15	13F-HR Timeline
Horan Capital Advisors, LLC.	707	$370K	0.12%	+16	13F-HR Timeline
180 WEALTH ADVISORS, LLC	707	$370K	0.06%	-55	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	813	$369K	0.05%	+306	13F-HR Timeline
Compass Ion Advisors, LLC	704	$369K	0.04%	+98	13F-HR Timeline
Byrne Asset Management LLC	703	$368K	0.27%	new	13F-HR Timeline
Harfst & Associates, Inc.	701	$367K	0.08%	-108	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	700	$367K	0.07%	+109	13F-HR Timeline
Bayesian Capital Management, LP	700	$367K	0.06%	-5,007	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	700	$367K	0.29%	0	13F-HR Timeline
Fort Sheridan Advisors LLC	699	$366K	0.06%	+109	13F-HR Timeline
International Private Wealth Advisors L…	698	$366K	0.35%	-24	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	697	$365K	0.18%	+8	13F-HR Timeline
Capstone Financial Advisors, Inc.	697	$365K	0.02%	+20	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	697	$365K	0.15%	-254	13F-HR Timeline
LWM Advisory Services, LLC	697	$365K	0.25%	-55	13F-HR Timeline
Trilogy Capital Inc.	695	$364K	0.02%	-116	13F-HR Timeline
Waterway Wealth Management, LLC	694	$364K	0.15%	+63	13F-HR Timeline
Bangor Savings Bank	694	$364K	0.03%	-110	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	692	$363K	0.08%	+24	13F-HR Timeline
PUREfi Wealth, LLC	692	$363K	0.36%	-305	13F-HR Timeline
Purkiss Capital Advisors LLC	692	$362K	0.27%	-11	13F-HR Timeline
RTD Financial Advisors, Inc.	692	$362K	0.05%	-36	13F-HR Timeline
OBSIDIAN CIO, LLC	691	$362K	0.06%	+198	13F-HR Timeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	691	$362K	0.22%	-1,148	13F-HR Timeline
Birchcreek Wealth Management, LLC	688	$360K	0.23%	+1	13F-HR Timeline
SELDON CAPITAL LP	687	$360K	0.23%	0	13F-HR Timeline
KDT Advisors, LLC	687	$360K	0.53%	+62	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	686	$359K	0.01%	-1,805	13F-HR/A Timeline Group
Sharp Wealth Advisory, LLC	685	$359K	0.27%	-200	13F-HR Timeline
One Charles Private Wealth Services, LLC	684	$358K	0.12%	+66	13F-HR Timeline
CWS Financial Advisors, LLC	684	$358K	0.11%	0	13F-HR Timeline
American Financial Advisors, LLC	682	$357K	0.05%	-25	13F-HR Timeline
Elm3 Financial Group, LLC	681	$357K	0.31%	-116	13F-HR Timeline
Kaydan Wealth Management, Inc.	680	$356K	0.11%	-17	13F-HR Timeline
Shilanski & Associates, Inc.	678	$355K	0.11%	-9	13F-HR Timeline
Winch Advisory Services, LLC	676	$354K	0.09%	+8	13F-HR Timeline
Mustard Seed Financial, LLC	675	$354K	0.28%	0	13F-HR Timeline
Olistico Wealth, LLC	674	$353K	0.22%	+95	13F-HR Timeline
Abel Hall, LLC	673	$353K	0.21%	-178	13F-HR Timeline
Strait & Sound Wealth Management LLC	673	$353K	0.16%	-708	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	673	$352K	0.1%	-63	13F-HR Timeline
Williams & Novak Wealth Management, LLC	672	$352K	0.34%	0	13F-HR Timeline
LATHROP INVESTMENT MANAGEMENT CO	670	$351K	0.07%	+93	13F-HR Timeline
Leisure Capital Management	669	$350K	0.14%	-75	13F-HR Timeline
Bill Few Associates, Inc.	669	$350K	0.13%	-100	13F-HR Timeline
Winslow Capital Management, LLC	668	$350K	<0.01%	-341	13F-HR Timeline
MBE Wealth Management, LLC	668	$350K	0.17%	new	13F-HR Timeline
J HAGAN CAPITAL, INC.	691	$350K	0.28%		13F-HR Timeline
Panoramic Capital Partners, LLC	632	$350K	0.36%	-721	13F-HR Timeline
bLong Financial, LLC	667	$349K	0.31%	0	13F-HR Timeline
Peak Planning Group, LLC	666	$349K	0.15%	+48	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	663	$347K	0.04%	-74	13F-HR Timeline
Stewardship Advisors, LLC	663	$347K	0.09%	+26	13F-HR Timeline
Aufman Associates Inc	663	$347K	0.24%	+1	13F-HR Timeline
Lakeshore Financial Planning, Inc.	660	$346K	0.14%	0	13F-HR Timeline
Disciplined Equity Management, Inc.	660	$346K	0.24%	0	13F-HR Timeline
TradeWell Securities, LLC.	659	$345K	0.19%	+3	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	659	$345K	0.02%	-31	13F-HR Timeline
Affinity Capital Advisors, LLC	575	$345K	0.07%	+85	13F-HR Timeline
Castle Rock Wealth Management, LLC	657	$345K	0.09%	-56	13F-HR Timeline
Capital Advisors Wealth Management, LLC	658	$345K	0.06%	+64	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	659	$344K	0.15%	-33	13F-HR Timeline
Willis Johnson & Associates, Inc.	656	$344K	0.03%	+63	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	656	$344K	0.17%	-3	13F-HR Timeline Group
Walker Asset Management, LLC	654	$342K	0.21%	+28	13F-HR Timeline
LANDAAS & CO /WI /ADV	653	$342K	0.09%	0	13F-HR Timeline
Argent Advisors, Inc.	652	$341K	0.11%	-1,586	13F-HR Timeline
Endowment Wealth Management, Inc.	650	$341K	0.22%	+31	13F-HR Timeline
UNION SAVINGS BANK	647	$339K	0.17%	0	13F-HR Timeline
NDVR, Inc.	646	$338K	0.35%	-35	13F-HR Timeline
Carl P. Sherr & Co., LLC	645	$338K	0.18%	new	13F-HR Timeline
LeConte Wealth Management, LLC	645	$338K	0.22%		13F-HR Timeline
4WEALTH ADVISORS, INC.	644	$337K	0.37%	+13	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	644	$337K	0.16%	-4,004	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	644	$337K	0.18%	-32	13F-HR/A Timeline
Flaharty Asset Management, LLC	643	$337K	0.05%	-25	13F-HR Timeline
Stephenson & Company, Inc.	641	$336K	0.22%	+10	13F-HR Timeline
Mascoma Wealth Management LLC	639	$335K	0.08%	0	13F-HR Timeline
Westmount Partners, LLC	639	$334K	0.1%	-57	13F-HR Timeline
Worth Asset Management, LLC	638	$334K	0.18%	-235	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	637	$334K	0.04%	-121	13F-HR Timeline
Consolidated Portfolio Review Corp	636	$333K	0.05%	-609	13F-HR Timeline
SITTNER & NELSON, LLC	636	$333K	0.14%	+10	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	636	$333K	0.13%	-472	13F-HR Timeline
NTV Asset Management LLC	636	$333K	0.04%	+193	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	636	$333K	0.07%	-184	13F-HR Timeline
Truvestments Capital LLC	636	$333K	0.07%	+41	13F-HR Timeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	635	$333K	0.07%	new	13F-HR Timeline
Range Financial Group LLC	634	$332K	0.15%	+71	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	633	$332K	0.17%	+91	13F-HR Timeline Group
Indie Asset Partners, LLC	633	$331K	0.29%	-44	13F-HR Timeline
Mission Creek Capital Partners, Inc.	631	$331K	0.08%	-2,413	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	628	$329K	0.06%	new	13F-HR Timeline
Northstar Group, Inc.	628	$329K	0.05%	+32	13F-HR Timeline
MQS Management LLC	627	$328K	0.19%	new	13F-HR Timeline
Seed Wealth Management, Inc.	627	$328K	0.27%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	626	$328K	0.06%	-122	13F-HR Timeline
Alley Investment Management Company, LLC	625	$328K	0.04%	-14,876	13F-HR Timeline
Dentgroup LLC	625	$327K	0.25%	-40	13F-HR Timeline
Probity Advisors, Inc.	624	$327K	0.06%	-224	13F-HR Timeline
CJM Wealth Advisers, Ltd.	624	$327K	0.12%	0	13F-HR Timeline
M3 Advisory Group, LLC	623	$326K	0.26%	-134	13F-HR Timeline
Hopwood Financial Services, Inc.	622	$326K	0.25%	+33	13F-HR Timeline
Crumly & Associates Inc.	622	$326K	0.09%	0	13F-HR Timeline
Covenant Asset Management, LLC	619	$324K	0.08%	-7,114	13F-HR Timeline
Fortis Capital Advisors, LLC	619	$324K	0.07%	+230	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	619	$324K	0.04%	-8	13F-HR Timeline
VestGen Investment Management	618	$324K	0.24%	-64	13F-HR Timeline
Frazier Financial Advisors, LLC	617	$323K	0.25%	+7	13F-HR Timeline
Balefire, LLC	617	$323K	0.11%	+136	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	612	$321K	0.03%	0	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	611	$320K	0.02%	-7,841	13F-HR Timeline
Yeomans Consulting Group, Inc.	611	$320K	0.12%	-19	13F-HR Timeline
Zhang Financial LLC	611	$320K	0.02%	-14	13F-HR Timeline
Newton One Investments LLC	610	$319K	0.11%	-1	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	608	$318K	0.04%	0	13F-HR Timeline
Global Strategic Investment Solutions, …	607	$318K	0.04%	-85	13F-HR Timeline
NWF Advisory Services Inc.	607	$318K	0.04%	-97	13F-HR Timeline
Integris Wealth Management, LLC	607	$318K	0.09%	-47	13F-HR Timeline
WBH ADVISORY INC	606	$317K	0.03%	0	13F-HR Timeline
Helium Advisors LLC	605	$317K	0.23%	0	13F-HR Timeline
Oakwell Private Wealth Management, LLC	605	$317K	0.09%	+69	13F-HR Timeline
COERENTE CAPITAL MANAGEMENT	605	$317K	0.06%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	605	$317K	0.17%	new	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	604	$316K	0.08%	new	13F-HR Timeline Group
Sterling Group Wealth Management, LLC	604	$316K	0.17%	0	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	541	$316K	0.12%	+4	13F-HR Timeline
Warren Street Wealth Advisors, LLC	602	$315K	0.12%	-229	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	601	$315K	0.08%	new	13F-HR/A Timeline
Gemmer Asset Management LLC	599	$314K	0.03%	-143	13F-HR Timeline
Oldfather Financial Services, LLC	598	$313K	0.12%	-13	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	598	$313K	0.05%	-137	13F-HR Timeline
MCDANIEL TERRY & CO	597	$313K	0.03%	-11	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	597	$313K	0.27%	-140	13F-HR Timeline
Towne Trust Company, N.A	595	$312K	0.11%	0	13F-HR Timeline
First Citizens Financial Corp	595	$312K	0.18%	+49	13F-HR Timeline
ELEMENT POINTE ADVISORS, LLC	593	$311K	0.08%	-19	13F-HR Timeline
Center For Asset Management LLC	593	$311K	0.19%	-16	13F-HR Timeline
Warwick Investment Management, Inc.	592	$310K	0.06%	+24	13F-HR Timeline
Retirement Planning Co of New England, …	591	$310K	0.15%	+50	13F-HR/A Timeline
Financial Insights, Inc.	590	$309K	0.12%	new	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	590	$309K	0.21%	+40	13F-HR Timeline
Independent Family Office, LLC	590	$309K	0.16%	-65	13F-HR Timeline
Krane Funds Advisors LLC	588	$308K	0.01%	new	13F-HR Timeline
BluePointe Capital Management, LLC	587	$307K	0.12%	new	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	588	$307K	0.14%	-358	13F-HR Timeline
KFA Private Wealth Group, LLC	584	$306K	0.11%	+139	13F-HR Timeline
626 Financial, LLC	583	$306K	0.16%	-1,350	13F-HR Timeline