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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
New Hampshire Trust604$209K0.04%-33313F-HRTimeline
LWM Advisory Services, LLC591$208K0.12%-16013F-HRTimeline
Crown Wealth Group, LLC602$208K0.06%-14513F-HRTimeline
Walker Asset Management, LLC602$208K0.12%new13F-HRTimeline
Sellwood Investment Partners LLC601$208K0.08%new13F-HRTimeline
SMART Wealth LLC600$207K0.08%new13F-HRTimeline
Independent Family Office, LLC600$207K0.09%-9013F-HRTimeline
Centerpoint Advisory Group599$207K0.16%-20013F-HRTimeline
Everest Private Wealth598$206K0.13%new13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH597$206K0.05%new13F-HRTimeline
WPG Advisers, LLC596$206K0.16%+2613F-HRTimeline
Greykasell Wealth Strategies, Inc.593$205K0.09%-89713F-HRTimeline
Lakeshore Financial Planning, Inc.592$205K0.08%-7013F-HRTimeline
IFC Advisors LLC591$204K0.04%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …591$204K<0.01%-67213F-HRTimelineGroup
Alley Investment Management Company, LLC591$204K0.02%new13F-HRTimeline
Hobart Private Capital, LLC590$204K0.04%-14113F-HRTimeline
Optivise Advisory Services LLC590$204K0.12%new13F-HRTimeline
Seneca House Advisors589$203K0.08%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co588$203K0.01%-15513F-HRTimeline
Rollins Financial Advisors, LLC587$203K0.03%new13F-HRTimeline
Hudock, Inc.585$202K0.03%new13F-HRTimeline
Leisure Capital Management585$202K0.07%-9613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…585$202K0.06%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC585$202K0.03%-15313F-HRTimeline
NTV Asset Management LLC583$201K0.02%new13F-HRTimeline
Monument Capital Management582$201K0.05%new13F-HRTimeline
DAVIDSON TRUST CO582$201K0.08%new13F-HRTimeline
JBGlobal.com LLC582$201K0.2%new13F-HRTimeline
Cambridge Financial Group, LLC581$200K0.06%new13F-HRTimeline
Dentgroup LLC580$200K0.13%new13F-HRTimeline
Probity Advisors, Inc.580$200K0.03%new13F-HRTimeline
Etesian Wealth Advisors, Inc.580$200K0.07%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC579$200K0.1%+6513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.578$200K0.14%+33813F-HRTimeline
DAGCO, INC.576$199K0.05%-7913F-HRTimeline
Rossby Financial, LCC570$199K0.07%-3913F-HRTimeline
American Capital Advisory, LLC557$192K0.09%+3913F-HRTimeline
SJS Investment Consulting Inc.548$189K0.03%+3713F-HRTimeline
Mascoma Wealth Management LLC547$189K0.04%013F-HRTimeline
Private Capital Management, LLC545$188K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC544$188K0.03%+7013F-HRTimeline
Towne Trust Company, N.A540$186K0.06%-1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…515$178K0.35%-5,17413F-HRTimeline
True Wealth Design, LLC514$178K0.05%+15013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/514$177K0.07%-3013F-HRTimelineGroup
Essential Partners LLC511$176K0.06%+1013F-HRTimeline
Legacies Wealth LLC510$176K0.11%013F-HRTimeline
2UniFi Bank499$172K0.09%-2,42313F-HRTimeline
TSFG, LLC498$172K0.03%-7413F-HRTimeline
ATWOOD & PALMER INC496$171K0.01%013F-HRTimeline
Avion Wealth497$171K0.04%+14713F-HRTimeline
Heartwood Wealth Advisors LLC493$170K0.02%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA475$164K<0.01%+11513F-HRTimelineGroup
WFA of San Diego, LLC452$156K0.11%-3413F-HRTimeline
Financial Freedom, LLC439$152K0.08%+113F-HRTimeline
Kennebec Savings Bank437$151K0.14%-213F-HRTimeline
Kozak & Associates, Inc.469$150K0.03%-71413F-HRTimeline
IMG Wealth Management, Inc.433$150K0.1%013F-HRTimeline
Core Alternative Capital428$148K0.04%-14,75113F-HRTimeline
REAP Financial Group, LLC419$145K0.03%+22113F-HRTimeline
TFC Financial Management, Inc.414$143K0.02%+2413F-HRTimeline
Wealth Preservation Advisors, LLC409$141K0.08%+113F-HRTimeline
Founders Capital Management403$139K0.07%+5313F-HRTimeline
Fortitude Family Office, LLC400$138K0.04%-2413F-HRTimeline
Western Pacific Wealth Management, LP397$137K0.13%+6113F-HRTimeline
Hara Capital LLC374$129K0.08%013F-HRTimeline
FIRST COMMUNITY TRUST NA373$129K0.1%013F-HRTimeline
Keener Financial Planning LLC373$128K0.06%013F-HRTimeline
Security National Bank368$127K0.02%-5,84513F-HRTimeline
Wealth Watch Advisors, INC366$126K0.05%new13F-HRTimeline
Tortoise Investment Management, LLC362$125K0.01%-1313F-HRTimeline
PINNEY & SCOFIELD, INC.362$125K0.08%013F-HRTimeline
Stone House Investment Management, LLC359$124K0.02%-25013F-HRTimeline
POM Investment Strategies, LLC353$122K0.07%+33513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC352$122K0.04%-18613F-HRTimeline
Bell Investment Advisors, Inc348$120K0.02%-9013F-HRTimeline
Pacific Center for Financial Services344$119K0.03%013F-HRTimeline
Strengthening Families & Communities, L…338$117K0.03%-47713F-HRTimeline
Sachetta, LLC334$115K0.04%+10713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…332$115K0.06%013F-HRTimeline
Financial Avengers, Inc.331$114K0.05%+213F-HRTimeline
Canton Hathaway, LLC330$114K0.02%+5013F-HRTimeline
Quaker Wealth Management, LLC328$113K0.04%-43213F-HRTimeline
Tradewinds Capital Management, LLC327$113K0.03%+8213F-HRTimeline
ALBION FINANCIAL GROUP /UT326$113K0.01%-19313F-HRTimeline
MJT & Associates Financial Advisory Gro…325$112K0.09%+7513F-HRTimeline
KERR FINANCIAL PLANNING Corp344$112K0.16%13F-HR/ATimeline
Standard Family Office LLC324$112K0.12%013F-HRTimeline
Whipplewood Advisors, LLC320$110K0.07%-66113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC319$110K0.05%-15013F-HRTimeline
WFA Asset Management Corp187$109K0.06%+113F-HRTimeline
Aspect Partners, LLC315$109K0.05%+913F-HRTimeline
WOLFF WIESE MAGANA LLC312$108K0.06%-813F-HRTimeline
Dynamic Wealth Strategies, LLC302$104K0.07%+4913F-HRTimeline
CBIZ Investment Advisory Services, LLC302$104K<0.01%+9213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …295$102K0.17%-7013F-HRTimeline
Blume Capital Management, Inc.290$100K0.02%-2,77813F-HRTimeline
Vermillion Wealth Management, Inc.287$99.1K0.03%+11313F-HRTimeline
Bangor Savings Bank286$98.8K0.01%-1813F-HRTimeline
Tidemark, LLC284$98.1K0.03%+15813F-HRTimeline
Quarry LP281$97K0.02%+1213F-HRTimeline
FSA Wealth Management LLC276$95.3K0.03%013F-HRTimeline
Avalon Trust Co276$95.3K0.01%+16313F-HRTimeline
TD Capital Management LLC273$94.2K0.01%-1713F-HRTimeline
Texas Capital Bancshares Inc/TX271$93.6K0.04%-1,32313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC271$93.6K0.02%+1713F-HRTimeline
Hillsdale Investment Management Inc.267$92.2K<0.01%-13,14713F-HRTimeline
YANKCOM Partnership262$90.5K0.04%-24813F-HRTimeline
Sherman Asset Management, Inc.260$89.8K0.08%013F-HRTimeline
RATIONAL ADVISORS, INC.258$89.1K0.01%-6613F-HRTimeline
Smallwood Wealth Investment Management,…254$87.7K0.05%-413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC252$87K0.06%-9013F-HRTimeline
Lummis Asset Management, LP249$86K0.06%+20313F-HRTimeline
Hughes Financial Services, LLC262$84.3K0.01%+113F-HRTimeline
Abound Wealth Management244$84.2K0.02%+2913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC243$83.9K0.03%+5413F-HR/ATimeline
Vermillion & White Wealth Management Gr…242$83.7K0.05%-31013F-HRTimeline
Provenance Wealth Advisors, LLC242$83.6K0.01%+17313F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.241$83.2K0.23%013F-HRTimeline
Bank of New Hampshire240$82.9K0.02%-5013F-HRTimeline
Copia Wealth Management240$82.9K0.06%+15713F-HRTimeline
Curat Global, LLC240$82.9K0.08%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd230$79.4K0.04%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…228$79K0.02%-4613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC227$78.4K0.01%-413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC226$78K0.01%+213F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S222$77K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC222$76.6K0.02%+113F-HRTimeline
Private Wealth Management Group, LLC219$75.6K0.02%-13313F-HRTimeline
Clayton Financial Group LLC215$74.1K0.05%new13F-HRTimeline
Dunhill Financial, LLC213$73.5K0.02%-1,30113F-HRTimeline
HAZLETT, BURT & WATSON, INC.210$73K0.03%-2013F-HRTimeline
Fourth Dimension Wealth, LLC210$72.5K0.03%+8513F-HRTimeline
Truvestments Capital LLC209$72.2K0.01%-34313F-HRTimeline
GoalVest Advisory LLC205$70.8K0.02%-9013F-HRTimeline
ROSS\JOHNSON & Associates LLC203$70.1K1.32%+19013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN197$68K0.01%+413F-HRTimeline
Howard Hughes Medical Institute195$67.3K0.04%-313F-HRTimeline
Noble Wealth Management PBC194$67K0.04%13F-HRTimeline
North Capital, Inc.194$67K0.05%+2713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV193$66K0.02%+7813F-HRTimeline
Costello Asset Management, INC181$62.5K0.02%-34913F-HRTimeline
Mendota Financial Group, LLC180$62.2K0.05%013F-HRTimeline
DiNuzzo Private Wealth, Inc.200$62K0.01%-913F-HRTimeline
Westfuller Advisors, LLC178$61.5K0.03%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.177$60.5K0.04%-913F-HRTimeline
Pineridge Advisors LLC173$59.8K0.02%-1813F-HRTimeline
Marquette Asset Management, LLC172$59.4K0.01%-8313F-HRTimeline
Beaird Harris Wealth Management, LLC169$58.5K<0.01%-613F-HRTimeline
MOTCO169$58.4K0.01%013F-HRTimeline
Evergreen Private Wealth LLC166$57.3K0.02%013F-HRTimeline
Compound Global Advisors, LLC162$55.9K3.04%013F-HRTimeline
Coston, McIsaac & Partners161$55K0.01%+813F-HRTimeline
Valued Wealth Advisors LLC159$54.9K0.03%-213F-HRTimeline
Your Advocates Ltd., LLP150$51.8K0.02%013F-HRTimeline
AlphaQuest LLC150$51.8K<0.01%-26913F-HRTimeline
VSM Wealth Advisory, LLC149$51.6K0.02%+1313F-HRTimeline
Atlantic Edge Private Wealth Management…149$51.5K0.01%-8313F-HRTimeline
Barnes Dennig Private Wealth Management…147$50.8K0.05%+413F-HRTimeline
Creative Capital Management Investments…146$50.4K0.02%-1013F-HRTimeline
Roble, Belko & Company, Inc146$50K0.01%013F-HRTimeline
Scarborough Advisors, LLC144$49.7K0.01%-1013F-HRTimeline
Glass Jacobson Investment Advisors llc140$48.4K0.02%+1713F-HRTimeline
Quest 10 Wealth Builders, Inc.139$48.1K0.04%-20913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC134$46.4K<0.01%+8013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC131$45.2K0.03%+12013F-HRTimeline
Retirement Wealth Solutions LLC130$44.9K0.03%-6913F-HRTimeline
Cornerstone Planning Group LLC1,218$44K0.01%+81313F-HRTimeline
Riverview Trust Co125$43.2K0.05%013F-HRTimeline
Painted Porch Advisors LLC125$43.2K0.02%-2613F-HRTimeline
Union Bancaire Privee, UBP SA123$42.3K<0.01%013F-HRTimeline
New Millennium Group LLC122$42.3K0.02%-1513F-HRTimeline
TruNorth Capital Management, LLC120$41.4K0.01%-1413F-HRTimeline
Turning Point Benefit Group, Inc.118$41.1K0.02%new13F-HRTimeline
Kimelman & Baird, LLC117$40.4K<0.01%013F-HRTimeline
Nemes Rush Group LLC113$39K<0.01%-18,97513F-HRTimeline
Delos Wealth Advisors, LLC110$38K0.03%013F-HRTimeline
Kentucky Trust Co107$36.9K0.02%-3613F-HRTimeline
Solstein Capital, LLC104$35.9K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…102$35.1K0.02%-5013F-HRTimeline
Redwood Park Advisors LLC100$34.7K0.03%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC100$34.5K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC100$34.5K0.02%013F-HRTimeline
Horizons Wealth Management100$34.5K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC100$34.5K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC100$34.5K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC97$33.4K0.01%new13F-HRTimeline
Front Row Advisors LLC96$33.1K0.01%013F-HRTimeline
Imprint Wealth LLC96$33.1K0.11%13F-HRTimeline
Red Tortoise LLC95$32.9K0.01%+2113F-HRTimeline
Nalls Sherbakoff Group, LLC95$32.8K0.02%-3513F-HRTimeline
Sagard Holdings Management Inc.94$32.5K0.16%013F-HRTimeline
Kilter Group LLC93$32.1K0.02%-1613F-HRTimeline
Cloud Capital Management, LLC95$32K0.02%new13F-HRTimeline
Financial Life Planners92$31.8K0.02%new13F-HRTimeline
Gleason Group, Inc.91$31.5K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.91$31.4K0.02%-2813F-HRTimeline
Dogwood Wealth Management LLC89$30.7K0.01%-1,31813F-HRTimeline
Hurley Capital, LLC89$30.6K0.02%+4013F-HRTimeline