UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers: 3,250
13F filers: 3,314
New: 178
Added: 1,116
Reduced: 1,499
Sold out: 214
Shares held by filers: 751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
MARINO, STRAM & ASSOCIATES LLC	706	$233K	0.04%	-647	13F-HR Timeline
Allegheny Financial Group	705	$233K	0.03%	+8	13F-HR Timeline
August Group Capital Ltd	704	$232K	0.26%		13F-HR Timeline
Birchcreek Wealth Management, LLC	704	$232K	0.11%	0	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	704	$232K	0.13%	-3	13F-HR Timeline
Kera Capital Partners, Inc.	809	$232K	0.03%	-304	13F-HR Timeline
Whetstone Capital Advisors, LLC	703	$232K	0.07%	+66	13F-HR Timeline
Shepherd Financial Partners LLC	702	$232K	0.02%	-140	13F-HR Timeline
JMN Financial LLC	700	$231K	0.23%		13F-HR Timeline
HMV Wealth Advisors, LLC	700	$231K	0.12%	0	13F-HR Timeline
Beaton Management Co. Inc.	700	$231K	0.1%	-204	13F-HR Timeline
Hidden Cove Wealth Management, LLC	699	$231K	0.15%	-15	13F-HR Timeline
HOWARD BAILEY SECURITIES, LLC	698	$230K	0.09%	-253	13F-HR Timeline
Hobart Private Capital, LLC	696	$230K	0.04%	+106	13F-HR Timeline
Abbot Financial Management, Inc.	695	$230K	0.1%	+8	13F-HR Timeline
Bollard Group LLC	693	$229K	0.01%	-1,659	13F-HR Timeline
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC	691	$228K	0.01%	-67	13F-HR Timeline Group
Affinity Capital Advisors, LLC	691	$228K	0.03%	new	13F-HR Timeline
SELDON CAPITAL LP	687	$227K	0.08%	0	13F-HR Timeline
INVESTED ADVISORS	686	$226K	0.23%	-83	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	685	$226K	0.02%	-27	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	685	$226K	0.07%	+73	13F-HR Timeline
CWS Financial Advisors, LLC	684	$226K	0.06%	0	13F-HR Timeline
Allied Investment Advisors, LLC	683	$226K	0.03%	0	13F-HR Timeline
BANK OZK	682	$225K	0.08%	0	13F-HR Timeline
Piedmont Capital Management, LLC/NC	682	$225K	0.15%		13F-HR Timeline
Hanson & Doremus Investment Management	681	$225K	0.03%	-27	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	681	$225K	0.02%	+10	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	679	$224K	0.06%	+10	13F-HR Timeline
Stephenson & Company, Inc.	678	$224K	0.12%	0	13F-HR Timeline
Daybright Advisory Services, Inc.	675	$223K	0.06%		13F-HR Timeline
One Charles Private Wealth Services, LLC	675	$223K	0.06%	+3	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	674	$223K	0.19%		13F-HR Timeline
Heartwood Wealth Advisors LLC	674	$222K	0.02%	+181	13F-HR Timeline
IFC Advisors LLC	674	$222K	0.03%	+83	13F-HR Timeline
Seneca House Advisors	673	$222K	0.08%	+84	13F-HR Timeline
SOA Wealth Advisors, LLC.	673	$222K	0.04%	-19	13F-HR Timeline
TradeWell Securities, LLC.	672	$222K	0.09%	+4	13F-HR Timeline
TSG Advice Partners, LLC	672	$222K	0.03%		13F-HR Timeline
PRINCETON CAPITAL MANAGEMENT LLC	671	$221K	0.06%	+58	13F-HR Timeline
CAPE ANN SAVINGS BANK	670	$221K	0.11%	-1,377	13F-HR Timeline
McIlrath & Eck, LLC	668	$220K	0.02%	+22	13F-HR Timeline
SJS Investment Consulting Inc.	667	$220K	0.03%	+119	13F-HR Timeline
Collaborative Wealth Managment Inc.	666	$220K	0.08%	new	13F-HR Timeline
Brio Consultants, LLC	662	$219K	0.03%	+38	13F-HR Timeline
Disciplined Equity Management, Inc.	660	$218K	0.11%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	660	$218K	0.15%	-37	13F-HR Timeline
Intelligence Driven Advisers, LLC	659	$218K	0.03%	-47	13F-HR Timeline
EJMK Ventures LLC	658	$217K	0.13%		13F-HR Timeline
Powers Advisory Group, LLC	658	$217K	0.08%	new	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	658	$217K	0.1%	-146	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	643	$217K	0.01%	-2,421	13F-HR Timeline Group
Ariadne Wealth Management, LP	762	$217K	0.09%	+44	13F-HR Timeline
PATTON FUND MANAGEMENT, INC.	656	$217K	0.03%	new	13F-HR Timeline
Coyle Financial Counsel LLC	654	$216K	0.05%	new	13F-HR Timeline
Silver Coast Investments LLC	654	$216K	0.07%	0	13F-HR Timeline
Morton Capital Management LLC/CA	654	$216K	0.03%	-25	13F-HR Timeline
LANDAAS & CO /WI /ADV	653	$216K	0.05%	0	13F-HR Timeline
Aufman Associates Inc	652	$215K	0.11%	0	13F-HR Timeline
Trailhead Planners LLC	651	$215K	0.21%		13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	651	$215K	0.13%	new	13F-HR Timeline
Berkshire Money Management, Inc.	651	$215K	0.02%	new	13F-HR Timeline
ALBERT D MASON INC	650	$215K	0.14%	-187	13F-HR Timeline
Cottage Street Advisors LLC	650	$215K	0.09%	0	13F-HR Timeline
Hopwood Financial Services, Inc.	649	$214K	0.15%	0	13F-HR Timeline
IVC Wealth Advisors LLC	648	$214K	0.09%	+5	13F-HR Timeline
Northstar Group, Inc.	648	$214K	0.03%	+1	13F-HR Timeline
Wealthquest Corp	647	$214K	0.02%	new	13F-HR Timeline
New Hampshire Trust	647	$214K	0.04%	+43	13F-HR Timeline
Laurel Wealth Advisors LLC	646	$213K	0.03%	new	13F-HR Timeline
Etesian Wealth Advisors, Inc.	645	$213K	0.07%	+65	13F-HR Timeline
Avion Wealth	644	$212K	0.04%	+147	13F-HR Timeline
Investments & Financial Planning, LLC	642	$212K	0.11%	0	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	640	$211K	0.04%	-208	13F-HR Timeline
Corundum Group, Inc.	637	$210K	0.07%	-40	13F-HR Timeline
Essential Investment Partners LLC	637	$210K	0.2%		13F-HR Timeline
Allegiance Financial Group Advisory Ser…	634	$209K	0.04%	-41	13F-HR Timeline
Challenger Wealth Management	633	$209K	0.16%	-169	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	632	$209K	0.06%	-294	13F-HR Timeline
Onyx Bridge Wealth Group LLC	631	$208K	0.02%	-52	13F-HR Timeline
Fairvoy Private Wealth, LLC	630	$208K	0.05%	-11	13F-HR Timeline
CRAWFORD INVESTMENT COUNSEL INC	629	$208K	<0.01%	-612	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	628	$207K	0.08%	+15	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	626	$207K	0.06%	+41	13F-HR Timeline
Legacy PCG, LLC	626	$207K	0.13%	0	13F-HR Timeline
WestEnd Advisors, LLC	626	$207K	<0.01%	-15	13F-HR Timeline
Cane Capital Partners, LLC	624	$206K	0.09%		13F-HR Timeline
Southern Financial Group, LLC	623	$206K	0.06%		13F-HR Timeline
Newton One Investments LLC	622	$205K	0.06%	+4	13F-HR Timeline
Westmount Partners, LLC	621	$205K	0.05%	-412	13F-HR Timeline
Wiser Wealth Management, Inc	621	$205K	0.05%	-52	13F-HR Timeline
Wealth Dimensions Group, Ltd.	620	$205K	0.04%	-87	13F-HR Timeline
PALISADE CAPITAL MANAGEMENT, LP	620	$205K	0.01%	new	13F-HR Timeline
Second Half Financial Partners, LLC	619	$204K	0.09%	+2	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	619	$204K	0.02%	-83	13F-HR Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…	617	$204K	<0.01%	-23,249	13F-HR Timeline Group
Whelan Financial	617	$204K	0.06%	-141	13F-HR Timeline
Nicholas Wealth, LLC.	616	$203K	0.14%	new	13F-HR/A Timeline
WIN ADVISORS, INC	615	$203K	0.09%	new	13F-HR Timeline
Northern Capital Management, Inc.	615	$203K	0.11%	new	13F-HR Timeline
NewSquare Capital LLC	614	$203K	0.02%	-62	13F-HR Timeline
Lakeshore Financial Planning, Inc.	614	$203K	0.07%	+22	13F-HR Timeline
TriaGen Wealth Management LLC	613	$202K	0.05%	-335	13F-HR Timeline
SkyOak Wealth, LLC	612	$202K	0.04%	-30	13F-HR Timeline
LAWOOD & CO	611	$202K	0.19%		13F-HR Timeline
Tennessee Valley Asset Management Partn…	611	$202K	0.03%	new	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	611	$202K	0.05%	+14	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	610	$201K	0.03%	-73	13F-HR Timeline
Strategic Investment Advisors / MI	609	$201K	0.02%	new	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	609	$201K	0.12%	-50	13F-HR Timeline Group
LEIGH BALDWIN & CO., LLC	608	$201K	0.13%	-198	13F-HR Timeline
HORAN Wealth, LLC	608	$201K	0.03%	-23	13F-HR Timeline
Curran Financial Partners, LLC	607	$200K	0.04%	-308	13F-HR Timeline
Westshore Wealth, LLC	607	$200K	0.07%	-79	13F-HR Timeline
Biltmore Family Office, LLC	606	$200K	0.03%	new	13F-HR Timeline
Olistico Wealth, LLC	606	$200K	0.1%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	603	$199K	0.03%	-163	13F-HR Timeline
Founders Capital Management	603	$199K	0.1%	+200	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	591	$195K	<0.01%	0	13F-HR Timeline Group
FIRST UNITED BANK & TRUST	586	$193K	0.06%	-26	13F-HR Timeline
HORIZON FINANCIAL SERVICES, LLC	579	$191K	0.09%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	578	$191K	0.13%	0	13F-HR Timeline
DAGCO, INC.	572	$189K	0.04%	-4	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	570	$188K	0.07%	new	13F-HR Timeline
Cornerstone Planning Group LLC	637	$187K	0.03%	-581	13F-HR Timeline
American Capital Advisory, LLC	563	$186K	0.08%	+6	13F-HR Timeline
Bogart Wealth, LLC	559	$184K	0.01%	-290	13F-HR Timeline
Global Trust Asset Management, LLC	558	$184K	0.07%	-352	13F-HR Timeline
Mascoma Wealth Management LLC	550	$182K	0.04%	+3	13F-HR Timeline
Dixon Mitchell Investment Counsel Inc.	534	$176K	0.01%	new	13F-HR Timeline
Kingdom Financial Group LLC.	530	$175K	0.05%	-1,085	13F-HR Timeline
Davis Capital Management	529	$175K	0.12%	-516	13F-HR Timeline
SITTNER & NELSON, LLC	621	$172K	0.06%	-61	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	514	$170K	0.07%	0	13F-HR Timeline Group
Towne Trust Company, N.A	510	$168K	0.05%	-30	13F-HR Timeline
Legacies Wealth LLC	510	$168K	0.1%	0	13F-HR Timeline
Crewe Advisors LLC	500	$165K	0.01%	-150	13F-HR Timeline
ATWOOD & PALMER INC	496	$164K	0.01%	0	13F-HR Timeline
Princeton Global Asset Management LLC	495	$163K	0.03%	-49	13F-HR Timeline
Operose Advisors LLC	492	$162K	0.04%	-415	13F-HR Timeline
Basepoint Wealth LLC	491	$162K	0.1%	new	13F-HR Timeline
TSFG, LLC	492	$162K	0.02%	-6	13F-HR Timeline
IMG Wealth Management, Inc.	486	$160K	0.1%	+53	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	485	$160K	0.03%	-119	13F-HR Timeline Group
BARRETT & COMPANY, INC.	481	$159K	0.05%	-664	13F-HR Timeline
Entelevest, LLC	477	$157K	0.16%		13F-HR Timeline
Fortitude Family Office, LLC	465	$154K	0.04%	+65	13F-HR Timeline
REAP Financial Group, LLC	455	$150K	0.03%	+36	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	453	$150K	0.06%	-140	13F-HR Timeline
Alvarez & Marsal Private Wealth Partner…	453	$150K	0.03%		13F-HR Timeline
UNION SAVINGS BANK	449	$148K	0.06%		13F-HR Timeline
Ransom Advisory, Ltd	445	$147K	0.06%	-400	13F-HR Timeline
Bravera Wealth	442	$146K	0.07%		13F-HR Timeline
Financial Freedom, LLC	440	$145K	0.07%	+1	13F-HR Timeline
Pioneer Family Office, LLC	440	$145K	0.1%		13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	432	$143K	0.04%	-316	13F-HR Timeline Group
Security National Bank	427	$141K	0.02%	+59	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	426	$141K	<0.01%	-49	13F-HR/A Timeline Group
City State Bank	418	$138K	0.04%	-1,844	13F-HR Timeline
Wealth Preservation Advisors, LLC	409	$135K	0.07%	0	13F-HR Timeline
Strengthening Families & Communities, L…	409	$135K	0.05%	+71	13F-HR Timeline
FIRST COMMUNITY TRUST NA	408	$135K	0.1%	+35	13F-HR Timeline
True Wealth Design, LLC	407	$135K	0.04%	-107	13F-HR Timeline
Kozak & Associates, Inc.	386	$133K	0.03%	-83	13F-HR Timeline
Essential Partners LLC	402	$133K	0.04%	-109	13F-HR Timeline
Western Pacific Wealth Management, LP	397	$131K	0.13%	0	13F-HR Timeline
Stone House Investment Management, LLC	391	$129K	0.02%	+32	13F-HR Timeline
Cranbrook Wealth Management, LLC	389	$128K	0.03%	+302	13F-HR Timeline
WPG Advisers, LLC	380	$125K	0.09%	-216	13F-HR Timeline
Hara Capital LLC	374	$123K	0.07%	0	13F-HR Timeline
Kennebec Savings Bank	370	$122K	0.11%	-67	13F-HR Timeline
Hikari Tsushin, Inc.	365	$120K	0.01%	new	13F-HR Timeline
Pacific Center for Financial Services	344	$119K	0.03%	0	13F-HR Timeline
Kemnay Advisory Services Inc.	359	$119K	0.02%	new	13F-HR Timeline
Greenline Wealth Management LLC	358	$118K	0.12%		13F-HR Timeline
PINNEY & SCOFIELD, INC.	355	$117K	0.07%	-7	13F-HR Timeline
Wealth Watch Advisors, INC	354	$117K	0.04%	-12	13F-HR Timeline
GPS Wealth Strategies Group, LLC	349	$115K	0.1%	-928	13F-HR Timeline
GoalVest Advisory LLC	346	$114K	0.02%	+141	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	345	$114K	0.03%	-1,387	13F-HR Timeline
Prosperity Bancshares Inc	344	$114K	0.1%		13F-HR Timeline
Quaker Wealth Management, LLC	342	$113K	0.04%	+14	13F-HR Timeline
Garton & Associates Financial Advisors …	339	$112K	0.06%		13F-HR Timeline
POM Investment Strategies, LLC	335	$111K	0.06%	-18	13F-HR Timeline
Whipplewood Advisors, LLC	333	$110K	0.07%	+13	13F-HR Timeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…	332	$110K	0.06%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	331	$109K	0.01%	+105	13F-HR Timeline
Canton Hathaway, LLC	330	$109K	0.02%	0	13F-HR Timeline
Pilgrim Partners Asia Pte Ltd	330	$109K	0.05%	+100	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	325	$107K	0.08%	0	13F-HR/A Timeline
Standard Family Office LLC	324	$107K	0.11%	0	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	320	$106K	0.04%	+1	13F-HR Timeline
Trust Co	315	$104K	0.01%	+262	13F-HR Timeline
Abound Wealth Management	315	$104K	0.02%	+71	13F-HR Timeline
Hilton Head Capital Partners, LLC	314	$103K	0.06%		13F-HR Timeline
AlphaQuest LLC	313	$103K	0.01%	+163	13F-HR Timeline
Aspect Partners, LLC	313	$103K	0.05%	-2	13F-HR Timeline
Tradewinds Capital Management, LLC	310	$102K	0.02%	-17	13F-HR Timeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S	307	$101K	<0.01%	+85	13F-HR Timeline Group
Mowery & Schoenfeld Wealth Management, …	305	$101K	0.15%	+10	13F-HR Timeline