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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Lakeshore Financial Planning, Inc.662$206K0.08%+213F-HRTimeline
Onyx Bridge Wealth Group LLC661$206K0.03%-22713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC661$206K0.09%+513F-HRTimelineGroup
RAINIER FAMILY WEALTH INC661$206K0.21%-16813F-HRTimeline
Disciplined Equity Management, Inc.660$206K0.12%013F-HRTimeline
Morton Capital Management LLC/CA660$206K0.04%+27013F-HRTimeline
One Charles Private Wealth Services, LLC658$205K0.06%-2613F-HRTimeline
Old North State Wealth Management, LLC654$205K0.11%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.657$205K0.07%+8813F-HRTimeline
Mission Creek Capital Partners, Inc.657$205K0.05%+2613F-HRTimeline
Team Financial Group, LLC656$205K0.1%+19713F-HRTimeline
Old Port Advisors656$205K0.06%-6213F-HRTimeline
DAGCO, INC.655$204K0.06%-30513F-HRTimeline
Scott Marsh Financial, LLC654$204K0.08%13F-HRTimeline
Biltmore Family Office, LLC654$204K0.03%-9213F-HRTimeline
LANDAAS & CO /WI /ADV653$204K0.05%013F-HRTimeline
Hopwood Financial Services, Inc.653$204K0.16%+3113F-HRTimeline
Intelligence Driven Advisers, LLC651$203K0.03%new13F-HRTimeline
Rise Advisors, LLC650$203K0.08%-7813F-HRTimeline
McGowan Group Asset Management, Inc.650$203K0.03%-11413F-HRTimeline
Argent Advisors, Inc.649$202K0.06%-313F-HRTimeline
SGL Investment Advisors, Inc.656$202K0.1%-1,24413F-HRTimeline
Quilter Plcin group Quilter Plc647$202K<0.01%new13F-HRTimelineGroup
Ring Mountain Capital, LLC714$202K0.12%-4713F-HRTimeline
International Private Wealth Advisors L…647$202K0.17%-5113F-HRTimeline
Carl P. Sherr & Co., LLC645$201K0.1%013F-HRTimeline
ALKEME WEALTH, LLC645$201K0.09%+18913F-HRTimeline
Brio Consultants, LLC644$201K0.03%+15013F-HRTimeline
Investments & Financial Planning, LLC642$200K0.12%+21413F-HRTimeline
Olistico Wealth, LLC639$199K0.11%-3513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…637$199K0.05%-3613F-HRTimeline
SITTNER & NELSON, LLC636$199K0.08%013F-HRTimeline
Newton One Investments LLC614$192K0.06%+413F-HRTimeline
Frazier Financial Advisors, LLC611$191K0.13%-613F-HRTimeline
Stone House Investment Management, LLC609$190K0.03%+28713F-HRTimeline
Rossby Financial, LCC609$190K0.07%+113F-HRTimeline
Groupe la Francaisein group Groupe la Francaise596$185K<0.01%-27,60213F-HRTimelineGroup
Gladius Capital Management LP577$180K0.28%-91613F-HRTimeline
TSFG, LLC572$179K0.03%+5213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC342$179K0.15%-66013F-HRTimeline
WPG Advisers, LLC570$178K0.15%-25513F-HRTimeline
TCI Wealth Advisors, Inc.568$177K0.01%-37513F-HRTimeline
Bogart Wealth, LLC556$173K0.01%-8,24613F-HRTimeline
Vermillion & White Wealth Management Gr…552$172K0.11%+313F-HRTimeline
Truvestments Capital LLC552$172K0.03%-8413F-HRTimeline
Towne Trust Company, N.A551$172K0.06%-4413F-HR/ATimeline
Mascoma Wealth Management LLC547$171K0.04%-9213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/544$170K0.07%-27513F-HR/ATimelineGroup
ACIMA PRIVATE WEALTH, LLC538$168K0.06%013F-HRTimeline
Costello Asset Management, INC530$165K0.06%-2,30513F-HRTimeline
ALBION FINANCIAL GROUP /UT519$162K0.01%-34,03413F-HRTimeline
American Capital Advisory, LLC518$162K0.08%+30913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC514$160K0.09%+413F-HRTimeline
Ridgewood Investments LLC511$159K0.07%+39013F-HRTimeline
SJS Investment Consulting Inc.511$159K0.03%-3613F-HRTimeline
YANKCOM Partnership510$159K0.08%-2413F-HRTimeline
Legacies Wealth LLC510$159K0.11%013F-HRTimeline
Legacy Investment Solutions, LLC508$159K0.08%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…508$159K0.08%+42413F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …501$156K0.03%13F-HRTimelineGroup
Essential Partners LLC501$156K0.06%13F-HRTimeline
OSSIAM500$156K<0.01%-5,21513F-HRTimeline
ATWOOD & PALMER INC496$155K0.01%-6013F-HRTimeline
WFA of San Diego, LLC486$152K0.11%13F-HRTimeline
Garde Capital, Inc.485$151K0.01%+4413F-HRTimeline
Centricity Wealth Management, LLC475$148K0.12%013F-HRTimeline
Princeton Global Asset Management LLC474$148K0.03%+23313F-HRTimeline
Physician Wealth Advisors, Inc.471$147K0.02%-8213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC469$146K0.06%+113F-HRTimeline
Addison Advisors LLC467$146K0.04%+1213F-HRTimeline
Briaud Financial Planning Inc466$145K0.06%013F-HRTimeline
Luminist Capital LLC442$144K0.14%+2313F-HRTimeline
Kennebec Savings Bank439$137K0.13%-4113F-HRTimeline
Bell Investment Advisors, Inc438$137K0.02%-3413F-HRTimeline
Financial Freedom, LLC438$136K0.07%+213F-HRTimeline
IMG Wealth Management, Inc.433$135K0.1%+8413F-HRTimeline
Transce3nd, LLC429$134K0.06%+4713F-HRTimeline
Fortitude Family Office, LLC424$132K0.04%+2113F-HRTimeline
AlphaQuest LLC419$131K0.01%-1,86513F-HRTimeline
HighMark Wealth Management LLC417$130K0.06%+7513F-HRTimeline
Wealth Preservation Advisors, LLC408$127K0.08%-813F-HRTimeline
Beacon Capital Management, LLC403$126K0.02%-3313F-HRTimeline
TFC Financial Management, Inc.390$122K0.02%-19013F-HRTimeline
Binnacle Investments Inc383$119K0.08%+24913F-HRTimeline
Tortoise Investment Management, LLC375$117K0.01%013F-HRTimeline
Hara Capital LLC374$117K0.07%-1013F-HRTimeline
UNION SAVINGS BANK467$117K0.05%-18013F-HRTimeline
FIRST COMMUNITY TRUST NA373$116K0.09%013F-HRTimeline
Keener Financial Planning LLC373$116K0.06%+30013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …365$114K0.18%-3013F-HRTimeline
MONTAG & CALDWELL, LLC364$114K0.02%-14,11313F-HRTimeline
True Wealth Design, LLC364$113K0.04%+17713F-HRTimeline
PINNEY & SCOFIELD, INC.362$113K0.08%+1713F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA360$113K<0.01%-32613F-HRTimelineGroup
Private Wealth Management Group, LLC352$110K0.04%+2113F-HRTimeline
HENNESSY ADVISORS INC350$109K<0.01%new13F-HRTimeline
Founders Capital Management350$109K0.07%013F-HRTimeline
Avion Wealth350$109K0.02%+10413F-HR/ATimeline
Quest 10 Wealth Builders, Inc.348$109K0.11%+4213F-HRTimeline
Pacific Center for Financial Services344$107K0.03%-4113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd345$107K0.01%-39713F-HRTimelineGroup
Western Pacific Wealth Management, LP336$105K0.1%+3613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…332$104K0.06%-9013F-HRTimeline
Financial Avengers, Inc.329$103K0.05%+313F-HRTimeline
Cornerstone Planning Group LLC405$102K0.02%-9413F-HRTimeline
RATIONAL ADVISORS, INC.324$101K0.01%new13F-HRTimeline
Standard Family Office LLC324$101K0.12%013F-HRTimeline
WOLFF WIESE MAGANA LLC320$99.8K0.06%-1,44113F-HRTimeline
McIlrath & Eck, LLC317$98.9K0.01%-1313F-HRTimeline
Aspect Partners, LLC306$95.5K0.05%-913F-HRTimeline
Bangor Savings Bank304$94.8K0.01%-39013F-HRTimeline
WFA Asset Management Corp186$94.7K0.05%-7913F-HRTimeline
GoalVest Advisory LLC295$92K0.02%-2,97313F-HRTimeline
TD Capital Management LLC290$90.5K0.01%+2113F-HRTimeline
Bank of New Hampshire290$90.5K0.02%-9,71913F-HRTimeline
NewSquare Capital LLC283$88.3K0.01%+2413F-HRTimeline
Canton Hathaway, LLC280$87K0.02%+5013F-HRTimeline
FSA Wealth Management LLC276$86.1K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…274$85K0.03%-7013F-HRTimeline
Bayforest Capital Ltd270$84.2K0.04%+21513F-HRTimeline
Quarry LP269$83.9K0.02%+17813F-HRTimeline
Talon Private Wealth, LLC265$82.7K0.01%-17913F-HRTimeline
Sherman Asset Management, Inc.260$81.1K0.07%013F-HRTimeline
Smallwood Wealth Investment Management,…258$80.5K0.05%+5413F-HRTimeline
Fairtree Asset Management (Pty) Ltd257$80.2K0.06%-2,33613F-HRTimeline
Marquette Asset Management, LLC255$79.6K0.01%-4013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC254$79.2K0.02%-21113F-HRTimeline
Dynamic Wealth Strategies, LLC253$78.9K0.06%+7713F-HRTimeline
MJT & Associates Financial Advisory Gro…250$78K0.1%013F-HR/ATimeline
Tradewinds Capital Management, LLC245$76.4K0.02%013F-HRTimeline
WealthTrak Capital Management LLC244$76.1K0.06%+2113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.241$75.2K0.23%+5013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.240$74.9K0.05%013F-HRTimeline
Curat Global, LLC240$74.9K0.07%-8013F-HR/ATimeline
Atlantic Edge Private Wealth Management…232$72.4K0.02%-7313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC231$72.1K0.01%-15413F-HRTimeline
Wood Tarver Financial Group, LLC234$72K0.02%+11413F-HRTimeline
HAZLETT, BURT & WATSON, INC.230$72K0.03%-42913F-HRTimeline
Traub Capital Management LLC228$71.1K0.07%13F-HRTimeline
Sachetta, LLC227$70.8K0.03%-26913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC224$69.9K0.01%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S222$69K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC221$68.9K0.02%+213F-HRTimeline
Abound Wealth Management215$67K0.02%-5013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH214$66.8K0.02%-5313F-HRTimeline
CBIZ Investment Advisory Services, LLC210$65.4K<0.01%-22013F-HRTimeline
DiNuzzo Private Wealth, Inc.209$65.2K0.01%-3513F-HRTimeline
Hughes Financial Services, LLC261$64.1K0.01%+13813F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$62.4K0.02%new13F-HRTimeline
Slocum, Gordon & Co LLP200$62.4K0.05%013F-HRTimeline
Retirement Wealth Solutions LLC199$62.1K0.05%+1313F-HRTimeline
Howard Hughes Medical Institute198$61.8K0.02%new13F-HRTimeline
REAP Financial Group, LLC198$61.8K0.01%-1313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN193$60.2K0.01%013F-HRTimeline
Pineridge Advisors LLC191$59.6K0.02%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC189$59K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC189$59K0.02%+1713F-HRTimeline
VESTOR CAPITAL, LLC562$58K<0.01%-15,52313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.186$57.2K0.04%+2113F-HRTimeline
Capital A Wealth Management, LLC108$56.9K0.64%-1,00313F-HRTimeline
Mendota Financial Group, LLC180$56.2K0.05%-1413F-HRTimeline
Beaird Harris Wealth Management, LLC175$54.6K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.174$54.2K0.03%+1113F-HRTimeline
North Capital, Inc.167$52.1K0.04%-4313F-HRTimeline
Evergreen Private Wealth LLC166$51.8K0.02%013F-HRTimeline
Compound Global Advisors, LLC162$50.5K4.61%-45013F-HRTimeline
Valued Wealth Advisors LLC161$50.2K0.03%-713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC160$50K0.01%new13F-HRTimeline
Creative Capital Management Investments…156$48.7K0.02%+1013F-HRTimeline
Scarborough Advisors, LLC154$48.1K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…152$47.3K0.04%+12113F-HRTimeline
Painted Porch Advisors LLC151$47.1K0.02%+2613F-HRTimeline
Coston, McIsaac & Partners153$47K0.01%-1713F-HRTimeline
Your Advocates Ltd., LLP150$46.8K0.02%013F-HRTimeline
Compass Planning Associates Inc148$46.3K0.04%013F-HRTimeline
Roble, Belko & Company, Inc146$46K0.01%013F-HRTimeline
Bellwether Advisors, LLC146$45.5K0.01%+5713F-HRTimeline
Kentucky Trust Co143$44.6K0.03%+5013F-HRTimeline
Barnes Dennig Private Wealth Management…143$44.6K0.05%-18013F-HRTimeline
New Millennium Group LLC137$42.9K0.02%-313F-HRTimeline
VSM Wealth Advisory, LLC136$42.5K0.01%+2513F-HRTimeline
MOTCO169$42.2K<0.01%-19,13013F-HRTimeline
TruNorth Capital Management, LLC134$41.8K0.01%-18413F-HRTimeline
VEGA INVESTMENT SOLUTIONS132$41.2K0.01%-39213F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…132$41K<0.01%+7013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC130$40.6K0.03%-413F-HRTimeline
WORMSER FRERES GESTION128$39.9K0.02%013F-HRTimeline
SIERRA OCEAN, LLC127$39.7K0.03%-2913F-HRTimeline
Tidemark, LLC126$39.3K0.01%-72513F-HRTimeline
JTC Employer Solutions Trustee Ltd126$39K<0.01%013F-HRTimeline
Riverview Trust Co125$39K0.05%-75113F-HRTimeline
Financial Network Wealth Advisors LLC125$39K0.05%-4013F-HRTimeline
Fourth Dimension Wealth, LLC125$39K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc123$38.4K0.01%+5513F-HRTimeline
Union Bancaire Privee, UBP SA123$38K<0.01%-52,32913F-HRTimeline
Nova Wealth Management, Inc.119$37.1K0.03%+1813F-HRTimeline
Kimelman & Baird, LLC117$36.5K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC115$35.9K0.05%new13F-HRTimeline
Avalon Trust Co113$35.2K<0.01%-2,11113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV115$35K0.01%-9213F-HRTimeline