Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
VSM Wealth Advisory, LLC165$44.6K0.01%+9413F-HRTimeline
HAZLETT, BURT & WATSON, INC.158$44K0.01%-4813F-HRTimeline
Barnes Dennig Private Wealth Management…161$43.6K0.04%013F-HRTimeline
Bullock Wealth Management Group158$43.3K0.02%+15413F-HRTimeline
Miller Capital Partners, Inc.160$43.3K0.02%013F-HRTimeline
Noble Wealth Management PBC160$43.3K0.02%-2813F-HRTimeline
Valued Wealth Advisors LLC159$43K0.02%-113F-HRTimeline
Westfuller Advisors, LLC159$42.9K0.02%-1613F-HRTimeline
Union Bancaire Privee, UBP SA210$41.7K<0.01%new13F-HRTimeline
High Point Wealth Management, LLC153$41.4K0.04%013F-HRTimeline
WestEnd Advisors, LLC153$41.4K<0.01%-47313F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST153$41.4K0.02%13F-HRTimeline
Your Advocates Ltd., LLP150$40.6K0.01%013F-HRTimeline
Hickory Point Bank & Trust149$40.3K0.03%new13F-HRTimeline
Dynamic Wealth Strategies, LLC148$40K0.02%-113F-HRTimeline
Coston, McIsaac & Partners149$40K0.01%013F-HRTimeline
Scarborough Advisors, LLC147$39.8K<0.01%-213F-HRTimeline
Rachor Investment Advisory Services, LLC147$39.8K0.02%+113F-HRTimeline
Creative Capital Management Investments…146$39.5K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN145$39.3K<0.01%-1213F-HRTimeline
My Portfolio Guide, LLC141$38.1K0.02%13F-HRTimeline
Global Wealth Strategies & Associates140$37.9K0.01%+12613F-HRTimeline
Nemes Rush Group LLC140$37.9K<0.01%+1413F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC140$37.9K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…139$37.6K0.01%013F-HRTimeline
Joseph Group Capital Management139$37.6K0.01%+5713F-HRTimeline
Beaird Harris Wealth Management, LLC136$36.9K<0.01%-513F-HRTimeline
Quest 10 Wealth Builders, Inc.133$36.1K0.03%+813F-HRTimeline
VEGA INVESTMENT SOLUTIONS132$35.7K0.01%013F-HRTimeline
Berbice Capital Management LLC106$35K0.02%-1,00013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.129$34.9K0.03%+6413F-HRTimeline
Financial Network Wealth Advisors LLC126$34.1K0.03%-3013F-HRTimeline
Evergreen Advisors, LLC123$33.3K0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC123$33.2K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC122$33.1K0.02%-813F-HRTimeline
Godfrey Financial Associates, Inc.120$32.5K0.03%+113F-HRTimeline
Matrix Trust Co117$32K0.01%new13F-HRTimeline
SFAM, LLC116$31.4K0.03%013F-HRTimeline
Vision Retirement, LLC116$31.3K0.01%-1913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC115$31.2K0.05%new13F-HRTimeline
Avalon Trust Co113$30.6K<0.01%-6313F-HRTimeline
SWISS RE LTDin group SWISS RE LTD107$29K0.18%013F-HRTimelineGroup
INVESTMENT COUNSEL CO OF NEVADA106$28.7K0.06%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC103$28K0.02%-1713F-HRTimeline
Comprehensive Financial Planning, Inc./…102$27.7K0.02%-1613F-HRTimeline
Cedar Mountain Advisors, LLC102$27.6K0.01%+2313F-HRTimeline
VISION FINANCIAL MARKETS LLC100$27.1K0.03%new13F-HRTimeline
Horizons Wealth Management100$27.1K0.02%013F-HRTimeline
Dogwood Wealth Management LLC100$27.1K0.01%+1613F-HRTimeline
SIMA Wealth Partners, LLC100$27.1K0.02%013F-HRTimeline
Roble, Belko & Company, Inc100$27K<0.01%-4613F-HRTimeline
FNY Investment Advisers, LLC100$27K0.01%-32,27513F-HRTimeline
Solstein Capital, LLC98$26.5K0.01%-613F-HRTimeline
Holos Integrated Wealth LLC85$26.2K0.01%013F-HRTimeline
Front Row Advisors LLC96$26K0.01%013F-HRTimeline
Align Financial, LLC96$26K0.01%-54,70213F-HRTimeline
Red Tortoise LLC96$25.9K0.01%+1213F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.93$25.2K0.01%+4213F-HRTimeline
DiNuzzo Private Wealth, Inc.93$25.2K<0.01%013F-HRTimeline
Gleason Group, Inc.93$25K<0.01%+113F-HRTimeline
Redwood Park Advisors LLC91$24.6K0.02%013F-HRTimeline
Signature Resources Capital Management,…90$24.4K0.01%+1113F-HRTimeline
Kentucky Trust Co90$24.4K0.01%-3313F-HRTimeline
Cranbrook Wealth Management, LLC87$23.5K<0.01%-30213F-HRTimeline
Hurley Capital, LLC84$22.8K0.01%+113F-HRTimeline
1248 Management, LLC83$22.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.81$21.9K0.01%+713F-HRTimeline
Beacon Financial Strategies CORP80$21.6K0.01%013F-HRTimeline
Robinswood Financial LLC78$21.1K0.01%+113F-HR/ATimeline
SMA Capital LLC77$20.8K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC66$20.6K0.01%new13F-HRTimeline
Evolution Advisers, Inc.75$20K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…72$19.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC72$19.5K<0.01%+713F-HRTimeline
MASECO LLP71$19.2K<0.01%+1313F-HRTimeline
DAGCO, INC.71$19.2K<0.01%-50113F-HRTimeline
DHJJ Financial Advisors, Ltd.70$19K0.01%013F-HRTimeline
Daytona Street Capital LLC68$18.6K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc68$18.4K0.01%+813F-HRTimeline
Hyposwiss Advisors SA68$18.4K0.02%013F-HRTimeline
SYNTAX RESEARCH, INC.67$18.1K0.01%013F-HRTimeline
WORMSER FRERES GESTION65$18K0.01%-513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.66$17.9K0.01%-1,41613F-HRTimeline
Fairman Group, LLC65$17.7K0.02%+3513F-HRTimeline
Investment Research & Advisory Group, I…18$17.6K0.01%+1313F-HRTimeline
Aventus Investment Advisors, Inc.64$17.3K0.01%+3313F-HRTimeline
Forum Finance Group S.A.70$17K0.01%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC62$16.8K<0.01%new13F-HRTimeline
WealthCollab, LLC61$16.5K0.01%+1613F-HRTimeline
Principia Wealth Advisory, LLC60$16.2K0.01%+913F-HRTimeline
Battery Global Advisors, LLC60$16.1K0.01%+5413F-HRTimeline
Clark Wealth Partners59$16K0.01%+3613F-HRTimeline
Atomic Invest LLC61$15.9K0.01%+2013F-HRTimeline
Knott David M Jr57$15.4K0.01%013F-HRTimeline
IFS Advisors, LLC55$15.1K0.01%013F-HRTimeline
Kimelman & Baird, LLC54$14.6K<0.01%-2113F-HRTimeline
United Financial Planning Group LLC54$14.6K0.01%+3913F-HRTimeline
WELLINGTON-ALTUS USA INC.34$14.1K0.01%-3313F-HRTimeline
Pflug Koory, LLC52$14.1K0.01%013F-HRTimeline
WFA of San Diego, LLC52$14.1K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.51$13.9K0.01%013F-HRTimeline
Riverview Trust Co50$13.5K0.02%-11013F-HRTimeline
1 NORTH WEALTH SERVICES LLC48$13K<0.01%013F-HRTimeline
ROGCO, LP47$12.7K<0.01%013F-HRTimeline
Bank & Trust Co47$12.7K0.01%013F-HRTimeline
Seneschal Advisors, LLC46$12.4K0.01%013F-HRTimeline
Corsicana & Co.23$12K0.01%-1,47513F-HRTimeline
Davis Capital Management42$11.4K0.01%-48713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$11.1K<0.01%013F-HRTimeline
PROTECTIVE LIFE CORP41$11.1K0.04%new13F-HRTimeline
Morton Brown Family Wealth, LLC40$10.8K<0.01%+1813F-HRTimeline
RHL GROUP, LLC39$10.6K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC39$10.6K<0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…39$10.6K0.02%13F-HRTimeline
Tacita Capital Inc38$10.3K0.01%-413F-HRTimeline
Burk Holdings LLC37$10K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.36$9.79K0.01%-3713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.36$9.74K0.01%013F-HRTimeline
Mechanics Financial Corp35$9.47K<0.01%-1213F-HRTimeline
Wedbush Fund Advisers, LLC35$9.47K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC35$9.36K<0.01%-11513F-HRTimeline
PFS Partners, LLC33$8.93K<0.01%+2513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC33$8.93K0.01%013F-HRTimeline
NVWM, LLC30$8.12K<0.01%-313F-HRTimeline
Philadelphia Investment Partners, LLC30$8.12K0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA29$7.85K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT28$7.58K<0.01%-4713F-HRTimeline
Graney & King, LLC28$7.58K<0.01%-3313F-HRTimeline
Bay Harbor Wealth Management, LLC28$7.58K<0.01%+713F-HRTimeline
Park Square Financial Group, LLC27$7.31K0.06%-3713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC27$7.18K<0.01%new13F-HRTimeline
Graham Capital Management, L.P.26$7.04K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…25$7K<0.01%013F-HR/ATimeline
GODSEY & GIBB, INC25$6.76K<0.01%-813F-HRTimeline
Bare Financial Services, Inc24$6.49K<0.01%+513F-HRTimeline
Investors Portfolio Services LLC22$6.35K0.01%-10113F-HRTimeline
PayPay Securities Corp20$6.33K0.22%-713F-HRTimeline
Financial Connections Group, Inc.24$6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC22$5.95K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…21$5.68K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC21$5.63K<0.01%013F-HRTimeline
Sapience Investments, LLC19$5.14K0.67%new13F-HRTimeline
Goodman Advisory Group, LLC18$4.87K<0.01%013F-HRTimeline
SWAN Capital LLC17$4.7K<0.01%-713F-HRTimeline
RMG Wealth Management LLC12$4.61K<0.01%-2613F-HRTimeline
Legacy Bridge, LLC16$4.33K<0.01%-4813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD16$4.33K<0.01%013F-HRTimeline
Richardson Capital Management LLC16$4.33K<0.01%+913F-HRTimeline
Portus Wealth Advisors, LLC16$4.33K<0.01%new13F-HRTimeline
Imprint Wealth LLC15$4.06K0.02%-3213F-HRTimeline
Beutel, Goodman & Co Ltd.18$4K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …13$4K<0.01%-63013F-HRTimelineGroup
LM Advisors LLC1,060$3.92K0.07%-56513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …14$3.79K0.01%-29113F-HRTimeline
Catherine Avery Investment Management L…13$3.52K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC12$3.25K<0.01%+513F-HRTimeline
First Pacific Financial11$2.98K<0.01%new13F-HRTimeline
VELA Investment Management, LLC11$2.98K<0.01%+713F-HR/ATimeline
Fairway Wealth LLC11$2.98K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC11$2.98K<0.01%013F-HRTimeline
BARD ASSOCIATES INC10$2.71K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC10$2.71K<0.01%-1513F-HRTimeline
Main Street Group, LTD10$2.71K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.10$2.71K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC9$2.5K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC9$2.44K<0.01%+313F-HRTimeline
Carolina Wealth Advisors, LLC8$2.17K<0.01%-2813F-HRTimeline
Breakwater Investment Management8$2.17K<0.01%-213F-HRTimeline
Nalls Sherbakoff Group, LLC7$1.89K<0.01%-7513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI6$1.62K<0.01%013F-HRTimeline
Sawyer & Company, Inc6$1.62K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.6$1.62K<0.01%-1013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5$1.35K<0.01%-28913F-HRTimeline
HFM Investment Advisors, LLC5$1.35K<0.01%-413F-HRTimeline
Orion Capital Management LLC4$1.08K<0.01%013F-HRTimeline
Networth Advisors, LLC4$1.08K<0.01%-313F-HRTimeline
HOEY INVESTMENTS, INC3$812<0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC2$541<0.01%13F-HRTimeline
Walsh & Associates, LLC2$541<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.1$323<0.01%013F-HRTimeline
CHELSEA COUNSEL CO1$271<0.01%013F-HR/ATimeline
Altshuler Shaham Ltd1$271<0.01%-9913F-HRTimeline
CGC Financial Services, LLC1$271<0.01%-1713F-HRTimeline
Nvest Wealth Strategies, Inc.1$271<0.01%-1313F-HRTimeline
3 FACTOR INDEXING, LLC1$271<0.01%13F-HRTimeline
Merrithew & Thorsten Inc0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
DIAMANT ASSET MANAGEMENT, INC.569,592$570K+567,42213F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.