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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Old Port Advisors497$207K0.04%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.497$207K0.07%new13F-HRTimeline
Entelevest, LLC496$206K0.18%new13F-HRTimeline
Cambridge Financial Group, LLC496$206K0.06%new13F-HRTimeline
PARTHENON LLC495$206K0.02%new13F-HRTimeline
Powers Advisory Group, LLC494$205K0.06%new13F-HRTimeline
Talisman Wealth Advisors LLC494$205K0.15%new13F-HRTimeline
Crestmont Private Wealth LLC494$205K0.06%new13F-HRTimeline
Chatterton & Associates Inc.475$205K0.12%new13F-HRTimeline
BECK MACK & OLIVER LLC493$205K<0.01%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC493$205K0.03%new13F-HRTimeline
Empire Financial Management Company, LLC490$204K0.08%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.490$204K0.03%new13F-HRTimeline
Security Financial Services, INC.489$203K0.03%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC489$203K0.13%new13F-HRTimeline
OPINICUS CAPITAL, INC.489$203K0.11%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT486$202K0.08%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC485$202K0.03%new13F-HRTimeline
Yoder Wealth Management, Inc.485$202K0.08%new13F-HRTimeline
StoryOne LLC484$201K0.1%new13F-HRTimeline
Basepoint Wealth LLC483$201K0.11%-1413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC483$201K0.01%new13F-HRTimeline
Cedarwood Wealth LLC482$200K0.15%new13F-HRTimeline
Exchange Bank482$200K0.12%new13F-HRTimeline
Renaissance Investment Group LLC482$200K0.04%new13F-HRTimeline
Thrive Capital Management, LLC482$200K0.04%new13F-HRTimeline
Redwood Financial Network Corp481$200K0.11%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…475$197K0.02%-11,15213F-HRTimeline
Rialto Wealth Management, LLC461$192K0.04%+23313F-HRTimeline
Kingdom Financial Group LLC.454$189K0.05%-9613F-HRTimeline
Princeton Global Asset Management LLC453$188K0.03%-2913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY450$187K0.04%-30013F-HRTimeline
City State Bank446$185K0.04%+213F-HRTimeline
Hoese & Co LLP445$185K0.12%-30013F-HRTimeline
Indiana Trust & Investment Management Co441$183K0.05%013F-HRTimeline
Pioneer Family Office, LLC440$183K0.09%013F-HRTimeline
Atlantic Edge Private Wealth Management…439$183K0.04%+30013F-HRTimeline
IMG Wealth Management, Inc.431$179K0.1%+8213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC428$178K0.02%+6413F-HRTimelineGroup
Quaker Wealth Management, LLC425$177K0.05%+713F-HRTimeline
Bravera Wealth420$175K0.07%-5313F-HRTimeline
Ares Financial Consulting, LLC419$174K0.12%+2813F-HRTimeline
WPG Advisers, LLC412$171K0.1%+9013F-HRTimeline
Fortitude Family Office, LLC411$171K0.03%+14513F-HRTimeline
NI ACQUISITIONS COMPANY, LLC411$171K0.07%13F-HRTimeline
FIRST COMMUNITY TRUST NA408$170K0.08%013F-HRTimeline
Sachetta, LLC406$169K0.08%+5213F-HRTimeline
Innovative Asset Advisors Group, LLC402$167K0.07%new13F-HRTimeline
Monetary Solutions, Ltd399$166K0.14%013F-HRTimeline
Mascoma Wealth Management LLC398$165K0.03%+1013F-HRTimeline
Tidemark, LLC374$155K0.03%+8613F-HRTimeline
Strengthening Families & Communities, L…372$155K0.03%-4013F-HRTimeline
Kennebec Savings Bank370$154K0.12%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC368$153K0.05%+12313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…368$153K0.07%+4013F-HRTimeline
Hikari Tsushin, Inc.365$152K0.01%013F-HRTimeline
Stone House Investment Management, LLC361$150K0.02%+713F-HRTimeline
Dixon Mitchell Investment Counsel Inc.357$148K<0.01%-17713F-HRTimeline
Ankerstar Wealth, LLC356$148K0.12%013F-HRTimeline
PINNEY & SCOFIELD, INC.355$148K0.07%013F-HRTimeline
Bell Investment Advisors, Inc351$146K0.02%+10513F-HRTimeline
Western Pacific Wealth Management, LP347$144K0.13%-5013F-HRTimeline
Pacific Center for Financial Services344$143K0.03%013F-HRTimeline
Hara Capital LLC344$143K0.08%013F-HRTimeline
KERR FINANCIAL PLANNING Corp341$141K0.16%+213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management340$141K0.02%new13F-HRTimelineGroup
Private Wealth Management Group, LLC333$138K0.03%-2013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS339$138K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC331$138K0.01%013F-HRTimeline
ELKHORN PARTNERS LIMITED PARTNERSHIPin group ELKHORN PARTNERS LIMITED PART…330$137K0.12%-14013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…325$135K0.09%013F-HRTimeline
Standard Family Office LLC324$135K0.12%013F-HRTimeline
Meramec Financial Planners, LLC322$134K0.05%-1013F-HRTimeline
StrongBox Wealth, LLC317$132K0.04%new13F-HRTimeline
WOLFF WIESE MAGANA LLC310$129K0.06%+913F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S307$128K0.01%013F-HRTimelineGroup
Swisher Financial Concepts, Inc.307$128K0.08%-65313F-HRTimeline
Kemnay Advisory Services Inc.303$126K0.02%-3813F-HRTimeline
Joseph Group Capital Management303$126K0.03%+16413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC302$126K0.05%013F-HRTimeline
Timbuktu Capital Management, LLC301$125K0.19%13F-HRTimeline
Copeland Capital Management, LLC300$125K<0.01%-42013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…297$124K0.05%+1213F-HRTimeline
Dunhill Financial, LLC292$122K0.02%-3713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC291$121K0.02%-3513F-HRTimeline
Security National Bank283$118K0.01%013F-HRTimeline
Aspect Partners, LLC283$118K0.04%-613F-HRTimeline
Gunpowder Capital Management, LLC dba O…283$118K0.08%013F-HRTimeline
GS Investments, Inc.278$116K0.08%-6,06013F-HRTimeline
Financial Avengers, Inc.277$115K0.05%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC277$115K0.01%-1413F-HRTimeline
Blume Capital Management, Inc.275$114K0.02%-1513F-HRTimeline
Kozak & Associates, Inc.267$114K0.02%-8013F-HRTimeline
TD Capital Management LLC273$113K0.01%-213F-HRTimeline
MRP Capital Investments, LLC273$113K0.08%-5013F-HRTimeline
Trust Co271$113K0.01%-6613F-HRTimeline
Abound Wealth Management271$113K0.02%-49813F-HRTimeline
Addison Advisors LLC267$111K0.05%-50313F-HRTimeline
Sherman Asset Management, Inc.260$108K0.08%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd258$107K<0.01%-10613F-HRTimelineGroup
GoalVest Advisory LLC256$106K0.02%+5113F-HRTimeline
Operose Advisors LLC256$106K0.02%-53913F-HRTimeline
Lummis Asset Management, LP256$106K0.06%+713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC256$106K0.08%+413F-HR/ATimeline
Smallwood Wealth Investment Management,…254$106K0.05%013F-HRTimeline
NorthAvenue LLC250$104K0.07%013F-HRTimeline
NBH Bank248$103K0.04%13F-HRTimeline
Tradewinds Capital Management, LLC247$103K0.02%-713F-HRTimeline
Asset Planning,Inc246$102K0.07%-15613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.241$100K0.23%013F-HRTimeline
Bank of New Hampshire240$99.8K0.02%-213F-HRTimeline
Copia Wealth Management240$99.8K0.06%013F-HRTimeline
Dogwood Wealth Management LLC235$97.7K0.04%+13513F-HRTimeline
TrustBankin group TrustBank235$97.7K0.03%new13F-HRTimelineGroup
Downshift Financial, LLC234$97.2K0.04%new13F-HRTimeline
Canton Hathaway, LLC230$95.6K0.02%013F-HRTimeline
Financial Life Planners229$95K0.06%+213F-HRTimeline
Westfuller Advisors, LLC228$94.9K0.03%+6913F-HRTimeline
ANTIPODES PARTNERS Ltd228$94.8K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC227$94.3K0.01%+4813F-HRTimeline
Community Financial Services Group, LLC219$93.4K0.01%013F-HRTimeline
Markowski Investments221$92K0.02%13F-HRTimeline
Truvestments Capital LLC215$89.5K0.01%-49213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV215$89K0.02%+413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC214$88.9K0.01%013F-HRTimeline
Nova Wealth Management, Inc.214$88.9K0.05%013F-HRTimeline
Creative Capital Management Investments…212$88.1K0.02%+6613F-HRTimeline
Glass Jacobson Investment Advisors llc211$87.9K0.03%013F-HRTimeline
LifeSteps Financial, Inc.209$86.9K0.04%new13F-HRTimeline
Beaird Harris Wealth Management, LLC204$84.6K0.01%+6813F-HRTimeline
ROSS\JOHNSON & Associates LLC202$84K1.31%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC200$83.1K0.02%013F-HRTimeline
Sankala Group LLC209$82.7K0.06%-713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department194$80.6K0.02%013F-HRTimelineGroup
Brooklyn FI, LLC182$78.5K0.01%new13F-HRTimeline
MOTCO185$76.9K0.01%+1613F-HRTimeline
ATWOOD & PALMER INC181$75.2K<0.01%-8813F-HRTimeline
Hughes Financial Services, LLC180$74.8K0.01%-9513F-HRTimeline
Capula Management Ltdin group Capula Management Ltd179$74.4K<0.01%-54813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Kilter Group LLC178$74K0.03%+213F-HRTimeline
ENTRUST FINANCIAL LLC171$71.1K0.05%-1313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.168$69.8K0.04%+3913F-HRTimeline
VSM Wealth Advisory, LLC166$69.1K0.02%+113F-HRTimeline
Noble Wealth Management PBC165$68.6K0.03%+513F-HRTimeline
Barnes Dennig Private Wealth Management…165$68.6K0.05%+413F-HRTimeline
Valued Wealth Advisors LLC165$68.6K0.02%+613F-HRTimeline
Costello Asset Management, INC163$67.7K0.02%-1813F-HRTimeline
Bullock Wealth Management Group158$67.4K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.163$67K0.02%+513F-HRTimeline
Miller Capital Partners, Inc.160$66.5K0.03%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST158$65.7K0.02%+513F-HRTimeline
WestEnd Advisors, LLC156$64.9K<0.01%+313F-HRTimeline
High Point Wealth Management, LLC153$63.7K0.05%013F-HRTimeline
Whipplewood Advisors, LLC152$63.2K0.04%-35813F-HRTimeline
REYL & Cie S.A.232$62.9K0.07%13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…150$62.3K0.03%new13F-HRTimeline
Your Advocates Ltd., LLP150$62.3K0.02%013F-HRTimeline
Coston, McIsaac & Partners149$62K0.01%013F-HRTimeline
Hickory Point Bank & Trust149$61.9K0.04%013F-HRTimeline
Matrix Trust Co146$61K0.01%+2913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN145$60.4K0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC145$60.2K0.03%-213F-HRTimeline
American Capital Advisory, LLC143$59.4K0.02%-43113F-HRTimeline
Dynamic Wealth Strategies, LLC142$59K0.03%-613F-HRTimeline
Key Capital Management, INC142$59K0.03%-28013F-HRTimeline
Nemes Rush Group LLC140$58.3K<0.01%013F-HRTimeline
Bangor Savings Bank138$57.4K<0.01%-13013F-HRTimeline
Quest 10 Wealth Builders, Inc.135$56K0.04%+213F-HRTimeline
Curat Global, LLC168$54.1K0.04%-5213F-HRTimeline
DiNuzzo Private Wealth, Inc.129$53.6K0.01%+3613F-HRTimeline
Darwin Wealth Management, LLC127$53K0.01%-4913F-HRTimeline
Avalon Trust Co124$51.5K<0.01%+1113F-HRTimeline
Retirement Wealth Solutions LLC123$51.2K0.03%+113F-HRTimeline
IAG Wealth Partners, LLC122$50.7K0.01%+5013F-HRTimeline
Napier Financial, LLC122$50.7K0.01%-14613F-HRTimeline
Core Capital Management & Research, inc.124$49.4K0.03%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL117$48.8K0.01%-28013F-HRTimeline
SFAM, LLC116$48.2K0.04%013F-HRTimeline
Godfrey Financial Associates, Inc.115$47.8K0.04%-513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC113$46.8K0.03%+1013F-HRTimeline
Vision Retirement, LLC111$46.1K0.01%-513F-HRTimeline
Premier Financial Group110$45.7K0.01%new13F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC110$45.7K0.03%-3013F-HRTimeline
Cedar Mountain Advisors, LLC106$44.1K0.01%+413F-HRTimeline
Berbice Capital Management LLC106$44.1K0.02%013F-HRTimeline
Marquette Asset Management, LLC103$42.8K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…103$42.7K0.02%+113F-HRTimeline
Roble, Belko & Company, Inc100$42K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC100$41.6K0.04%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC100$41.6K0.02%-2,09113F-HRTimeline
Atomic Invest LLC99$41.4K<0.01%+3813F-HRTimeline
Solstein Capital, LLC98$40.7K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC98$40.7K0.01%+7013F-HRTimeline
Align Financial, LLC96$39.9K0.02%013F-HRTimeline
Gleason Group, Inc.93$38.7K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC93$38.7K0.02%+3313F-HRTimeline
Front Row Advisors LLC96$38.6K0.01%013F-HRTimeline
Kentucky Trust Co92$38.2K0.02%+213F-HRTimeline
Redwood Park Advisors LLC91$37.9K0.03%013F-HRTimeline
Regatta Research & Money Management92$37.8K0.04%13F-HRTimeline