UNH UNITEDHEALTH GROUP INC

COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers: 3,559
13F filers: 3,614
New: 165
Added: 1,413
Reduced: 1,667
Sold out: 215
Shares held by filers: 810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Aspen Investment Management Inc	582	$305K	0.14%	+14	13F-HR Timeline
Ariadne Wealth Management, LP	801	$305K	0.16%	+4	13F-HR Timeline
JBGlobal.com LLC	582	$305K	0.32%	0	13F-HR Timeline
Ballew Advisors, Inc	508	$304K	0.2%	new	13F-HR Timeline
IMZ Advisory Inc	580	$304K	0.14%	-82	13F-HR Timeline
TFC Financial Management, Inc.	580	$304K	0.05%	-76	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	579	$303K	0.16%	-109	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	578	$303K	0.12%	0	13F-HR Timeline
V2 Financial group LLC	578	$303K	0.19%	0	13F-HR Timeline
Sterling Investment Advisors, Ltd.	576	$302K	0.07%	+125	13F-HR Timeline
M. Kraus & Co	575	$301K	0.09%	-2	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	575	$301K	0.1%	+23	13F-HR Timeline
Emergent Wealth Advisors, LLC	575	$301K	0.22%	-135	13F-HR Timeline
Axiom Financial Strategies, LLC	574	$301K	0.18%	-1	13F-HR Timeline
1858 WEALTH MANAGEMENT, LLC	574	$301K	0.25%	-37	13F-HR Timeline
Teamwork Financial Advisors, LLC	571	$299K	0.04%	-68	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	569	$298K	0.14%	-58	13F-HR Timeline
One Wealth Map LLC	700	$298K	0.2%	+2	13F-HR Timeline
Swan Global Investments, LLCin group Swan Global Investments, LLC	568	$297K	0.02%	new	13F-HR Timeline Group
Lionshead Wealth Management, LLC	568	$297K	0.31%	-146	13F-HR Timeline
LVZ, Inc.	568	$297K	0.04%	0	13F-HR Timeline
First Financial Group Corp	567	$297K	0.34%	+11	13F-HR Timeline
Flywheel Private Wealth LLC	567	$297K	0.27%	0	13F-HR Timeline
Berkshire Money Management, Inc.	566	$296K	0.03%	-20	13F-HR Timeline
Hartmann Taylor Wealth Management, LLC	564	$295K	0.26%		13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	563	$295K	0.22%	-75	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	562	$295K	0.09%	+5	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	562	$294K	0.01%	+33	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	561	$294K	0.35%	0	13F-HR Timeline
Future Financial Wealth Managment LLC	561	$294K	0.22%	0	13F-HR Timeline
Echo45 Advisors LLC	561	$294K	0.2%	-58	13F-HR Timeline
AWM CAPITAL, LLC	561	$294K	0.03%	+112	13F-HR Timeline
Forza Wealth Management, LLC	560	$293K	0.13%	0	13F-HR Timeline
Tandem Investment Advisors, Inc.	559	$293K	0.01%	-963	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	558	$292K	0.07%	new	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	558	$292K	0.02%	+19	13F-HR Timeline
Foguth Wealth Management, LLC.	557	$292K	0.07%	+36	13F-HR Timeline
O'Brien Greene & Co. Inc	557	$292K	0.1%	-166	13F-HR Timeline
ATWOOD & PALMER INC	556	$291K	0.02%	-219	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	556	$291K	0.07%	0	13F-HR Timeline
Covestor Ltd	556	$291K	0.19%	-109	13F-HR Timeline
Talisman Wealth Advisors LLC	555	$291K	0.3%	-109	13F-HR Timeline
Elite Life Management LLC	555	$291K	0.91%	-12	13F-HR Timeline
Physician Wealth Advisors, Inc.	553	$290K	0.05%	-119	13F-HR Timeline
Legacy Financial Strategies, LLC	552	$289K	0.06%	-35	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	552	$289K	0.22%	-54	13F-HR Timeline
Compound Global Advisors, LLC	612	$288K	1.7%	-1,650	13F-HR Timeline
Magnolia Wealth Management, LLC	550	$288K	0.21%	0	13F-HR Timeline
Jackson Wealth Management, LLC	549	$288K	0.03%	-128	13F-HR Timeline
SFE Investment Counsel	549	$288K	0.06%	+74	13F-HR Timeline
Vermillion & White Wealth Management Gr…	549	$288K	0.21%	+2	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	548	$287K	0.1%	+11	13F-HR Timeline
SJS Investment Consulting Inc.	547	$286K	0.05%	-40	13F-HR Timeline
Acorns Advisers, LLC	547	$286K	<0.01%	+79	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	546	$286K	0.09%	+20	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	546	$286K	0.09%	-13	13F-HR Timeline
PARTHENON LLC	546	$286K	0.04%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	546	$286K	0.05%	-48	13F-HR Timeline
Investmark Advisory Group LLC	545	$286K	0.14%	+1	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	486	$285K	0.06%	-10	13F-HR Timeline
Ground Swell Capital, LLC	545	$285K	0.65%	-69	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	545	$285K	0.14%	-12	13F-HR Timeline
Laurel Wealth Planning LLC	545	$285K	0.19%	0	13F-HR Timeline
Clark Asset Management, LLC	545	$285K	0.05%	-32	13F-HR Timeline
Prospect Financial Group LLC	543	$284K	0.36%	+57	13F-HR Timeline
BIRCH FINANCIAL GROUP, LLC	543	$284K	0.25%	-42	13F-HR Timeline
Saxony Capital Management, LLC	542	$284K	0.25%	+10	13F-HR Timeline
Wick Capital Partners, LLC	541	$283K	0.08%	-14	13F-HR Timeline
AdviceOne Advisory Services, LLC	540	$283K	0.23%	-26	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	538	$282K	0.15%	+64	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	538	$282K	0.1%	0	13F-HR Timeline
Eagle Strategies LLC	538	$282K	0.05%	+22	13F-HR Timeline
Lakewood Asset Management LLC	537	$281K	0.19%	-28	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	537	$281K	0.03%	+27	13F-HR Timeline
Destination Wealth Management	537	$281K	0.01%	-31	13F-HR Timeline
Clarity Wealth Advisors, LLC	536	$281K	0.08%	-20	13F-HR Timeline
NIXON PEABODY TRUST CO	536	$281K	0.02%	+136	13F-HR Timeline
YANKCOM Partnership	534	$280K	0.15%	-1,631	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	533	$279K	0.16%	new	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	533	$279K	0.12%	-275	13F-HR Timeline
Investment Advisory Group, LLC	533	$279K	0.09%	+4	13F-HR Timeline
Wealth Advisory Solutions, LLC	532	$279K	0.07%	-17,315	13F-HR Timeline
Crew Capital Management, Ltd	531	$278K	0.23%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	530	$278K	0.03%	0	13F-HR Timeline
LifeSteps Financial, Inc.	526	$275K	0.22%	0	13F-HR Timeline
Old Mission Investment Co LLC	525	$275K	0.08%	+25	13F-HR Timeline
Kaizen Financial Strategies	525	$275K	0.16%	+122	13F-HR Timeline
Defined Financial Planning LLC	524	$274K	0.28%	-552	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	524	$274K	0.12%	0	13F-HR Timeline
TSFG, LLC	520	$273K	0.06%	+131	13F-HR Timeline
N.E.W. Advisory Services LLC	520	$273K	0.02%	+46	13F-HR Timeline
BURR FINANCIAL SERVICES, LLC	520	$272K	0.21%	0	13F-HR Timeline
Dynamic Financial Group	520	$272K	0.27%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	519	$272K	0.06%	+71	13F-HR Timeline
BlackDiamond Wealth Management, LLC	714	$272K	0.18%	-142	13F-HR Timeline
Journey Beyond Wealth, LLC	517	$271K	0.25%	-30	13F-HR Timeline
Cambridge Financial Group, LLC	517	$271K	0.11%	-26	13F-HR Timeline
New World Advisors LLC	515	$270K	0.06%	+74	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	515	$270K	0.16%	new	13F-HR Timeline
Next Capital Management LLC	514	$269K	0.13%	new	13F-HR Timeline
Perissos Private Wealth Management, LLC	513	$269K	0.25%	+1	13F-HR Timeline
Heartwood Wealth Advisors LLC	511	$268K	0.03%	-61	13F-HR Timeline
Willow Creek Wealth Management Inc.	510	$267K	0.03%	+1	13F-HR Timeline
Legacies Wealth LLC	510	$267K	0.2%	0	13F-HR Timeline
HORIZON FINANCIAL SERVICES, LLC	510	$267K	0.15%	+1	13F-HR/A Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	508	$266K	0.25%	+8	13F-HR Timeline
Weaver Consulting Group	508	$266K	0.08%	+59	13F-HR Timeline
Pavion Blue Capital, LLC	508	$266K	0.13%	0	13F-HR Timeline
Convergence Financial, LLC	507	$265K	0.05%	+14	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	505	$264K	0.06%	0	13F-HR Timeline
Xcel Wealth Management, LLC	505	$264K	0.08%	-105	13F-HR Timeline
Taylor Financial Group, Inc.	505	$264K	0.18%	0	13F-HR Timeline
Holos Integrated Wealth LLC	505	$264K	0.17%	0	13F-HR Timeline
Wharton Business Group, LLC	504	$264K	0.01%	0	13F-HR Timeline
Select Asset Management & Trust	504	$264K	0.11%	0	13F-HR Timeline
Meridian Financial Advisors, LLC	503	$263K	0.18%	0	13F-HR Timeline
Independent Wealth Network Inc.	503	$263K	0.1%	+39	13F-HR Timeline
Hobbs Group Advisors, LLC	502	$263K	0.1%	-96	13F-HR Timeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC	501	$262K	0.03%	-34	13F-HR Timeline
UNIVERSITY OF CHICAGO	500	$262K	0.4%	new	13F-HR Timeline
NJ State Employees Deferred Compensatio…	500	$262K	0.03%	0	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	500	$262K	0.07%	-24	13F-HR Timeline
Harbor Advisors LLC	500	$262K	0.05%	new	13F-HR Timeline
CM WEALTH ADVISORS LLC	500	$262K	0.08%	0	13F-HR Timeline
Autumn Glory Partners, LLC	500	$262K	0.13%	0	13F-HR Timeline
Samjo Management, LLC	500	$262K	0.11%	0	13F-HR Timeline
Kera Capital Partners, Inc.	500	$262K	0.08%	-72	13F-HR Timeline
Brave Warrior Advisors, LLC	499	$261K	0.01%	0	13F-HR Timeline
Columbia Asset Management	499	$261K	0.05%	-177	13F-HR Timeline
Point72 Asia (Singapore) Pte. Ltd.	498	$261K	0.07%	-9,580	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	498	$261K	0.04%	+90	13F-HR Timeline
Vision Capital Management, Inc.	497	$260K	0.04%	-40	13F-HR Timeline
VISTA INVESTMENT PARTNERS II, LLC	497	$260K	0.14%	-11	13F-HR Timeline
TruWealth Advisors, LLC	497	$260K	0.02%	-9	13F-HR Timeline
Focused Wealth Management, Inc	497	$260K	0.04%	-43	13F-HR Timeline
Sachetta, LLC	496	$260K	0.11%	-14	13F-HR Timeline
Orgel Wealth Management, LLC	495	$259K	0.01%	-6	13F-HR Timeline
Hutchens & Kramer Investment Management…	495	$259K	0.14%	-18	13F-HR Timeline
Brio Consultants, LLC	494	$259K	0.04%	+67	13F-HR/A Timeline
Meredith Wealth Planning	493	$258K	0.11%	new	13F-HR Timeline
CFC Planning Co LLC	492	$258K	0.28%	+1	13F-HR/A Timeline
Eaton-Cambridge Inc.	492	$258K	0.11%	-20	13F-HR Timeline
Accel Wealth Management	492	$258K	0.09%	+16	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	491	$257K	0.14%	0	13F-HR Timeline
POTENTIA WEALTH	490	$257K	0.12%	0	13F-HR Timeline
UNITED BANK	490	$257K	0.03%	-16	13F-HR Timeline
Vigilare Wealth Management	490	$257K	0.1%	-100	13F-HR Timeline
Meriwether Wealth & Planning, LLC	490	$257K	0.17%	-32	13F-HR Timeline
SK Wealth Management, LLC	603	$257K	0.14%	+2	13F-HR Timeline
CVFG LLC	489	$256K	0.23%	+28	13F-HR Timeline
Baker Ellis Asset Management LLC	489	$256K	0.04%	-130	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	487	$255K	0.02%	+7	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	486	$255K	0.05%	-451	13F-HR Timeline
Rossby Financial, LCC	608	$255K	0.11%	-400	13F-HR Timeline
Foundry Partners, LLC	485	$254K	0.01%	0	13F-HR Timeline
WestHill Financial Advisors, Inc.	485	$254K	0.06%	+12	13F-HR Timeline
KITCHING PARTNERS, LLC	485	$254K	0.29%	new	13F-HR Timeline
Cannon Wealth Management Services, LLC	649	$254K	0.23%	-40	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	484	$254K	0.03%	0	13F-HR Timeline
Keystone Wealth Services, LLC	484	$254K	0.07%	-12	13F-HR Timeline
Kuhn & Co Investment Counsel	483	$253K	0.21%	0	13F-HR Timeline
LCNB CORP	483	$253K	0.09%	0	13F-HR Timeline
jvl associates llc	483	$253K	0.1%	-13	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	482	$253K	0.16%	-9	13F-HR Timeline
Greenspring Advisors, LLC	482	$252K	0.06%	0	13F-HR Timeline
PSI Advisors, LLC	482	$252K	0.08%	-75	13F-HR Timeline
Verde Capital Management	481	$252K	0.07%	-48	13F-HR Timeline
High Probability Advisors, LLC	481	$252K	0.04%	0	13F-HR Timeline
Warm Springs Advisors Inc.	481	$252K	0.25%	0	13F-HR Timeline
Kennebec Savings Bank	480	$251K	0.27%	-1,786	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	480	$251K	0.15%	-62	13F-HR Timeline
VICUS CAPITAL	479	$251K	0.02%	-62	13F-HR Timeline
RW Investment Management LLC	477	$250K	0.03%	0	13F-HR Timeline
Sentry LLC	475	$249K	0.05%	-50	13F-HR Timeline
Centricity Wealth Management, LLC	475	$249K	0.23%	0	13F-HR Timeline
Bell Investment Advisors, Inc	472	$247K	0.05%	-26	13F-HR Timeline
Sandbox Financial Partners, LLC	471	$247K	0.09%	-64	13F-HR Timeline
Carrera Capital Advisors	471	$247K	0.05%	-82	13F-HR Timeline
Cosner Financial Group, LLC	469	$246K	0.15%	+2	13F-HR Timeline
Wiser Wealth Management, Inc	469	$246K	0.07%	-13	13F-HR Timeline
PROMETHIUM ADVISORS,LLC	469	$246K	0.16%	-99	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	468	$245K	0.11%	+1	13F-HR Timeline
Briaud Financial Planning Inc	466	$244K	0.1%	0	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	465	$244K	0.06%	-2	13F-HR Timeline
Embree Financial Group	463	$242K	0.04%	-5	13F-HR Timeline
Randall & Associates Wealth Management	462	$242K	0.2%	-190	13F-HR Timeline
Powers Advisory Group, LLC	461	$242K	0.12%	+41	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	461	$241K	0.07%	0	13F-HR Timeline
MAS Advisors LLC	459	$240K	0.37%	-44	13F-HR Timeline
Team Financial Group, LLC	459	$240K	0.14%	-47	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	459	$240K	0.11%	-12	13F-HR Timeline
ALKEME WEALTH, LLC	456	$239K	0.11%	0	13F-HR Timeline
Addison Advisors LLC	455	$238K	0.07%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	455	$238K	0.16%	0	13F-HR Timeline
Blue Investment Partners LLC	455	$238K	0.09%	-90	13F-HR Timeline
Alpha Zero LLC	454	$238K	0.18%	-73	13F-HR Timeline
VEGA INVESTMENT SOLUTIONS	524	$237K	0.05%	+243	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	453	$237K	0.03%	-13,324	13F-HR/A Timeline Group
Capital Advantage, Inc.	469	$237K	0.04%	0	13F-HR Timeline
Wealthquest Corp	450	$236K	0.02%	-20	13F-HR/A Timeline