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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Delos Wealth Advisors, LLC110$34.3K0.03%new13F-HRTimeline
Kilter Group LLC109$34K0.02%new13F-HRTimeline
Riggs Asset Managment Co. Inc.105$32.8K0.01%+4313F-HRTimeline
Solstein Capital, LLC104$32.4K0.02%013F-HRTimeline
Redwood Park Advisors LLC100$31.3K0.02%-1613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC100$31.2K0.02%new13F-HRTimeline
Atlantic Private Wealth, LLC100$31.2K0.02%new13F-HRTimeline
Horizons Wealth Management100$31.2K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC100$31.2K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC100$31.1K0.01%+213F-HRTimeline
Capula Management Ltdin group Capula Management Ltd96$29.9K<0.01%-93413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Front Row Advisors LLC96$29.9K0.01%013F-HRTimeline
WealthCollab, LLC94$29.3K0.02%-113F-HRTimeline
Sagard Holdings Management Inc.94$29.3K0.08%13F-HRTimeline
Aster Capital Management (DIFC) Ltd93$29K0.01%-7913F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP55$28.8K0.01%13F-HRTimeline
Gleason Group, Inc.91$28.3K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.88$27.4K0.01%-5513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC87$27.3K0.03%+513F-HRTimeline
Cranbrook Wealth Management, LLC87$27.1K0.01%013F-HRTimeline
Bullock Wealth Management Group82$26.8K0.01%-99413F-HRTimeline
Copia Wealth Management83$25.9K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA80$25K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC80$25K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC80$25K0.02%013F-HRTimeline
O'Brien Wealth Partners LLC77$24K<0.01%-1013F-HRTimeline
Robinswood Financial LLC77$24K0.01%013F-HRTimeline
Rialto Wealth Management, LLC76$23.7K0.01%-4413F-HRTimeline
Graney & King, LLC74$23.2K0.02%+1413F-HRTimeline
Red Tortoise LLC74$23.1K0.01%-713F-HRTimeline
Evolution Advisers, Inc.75$23K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management71$22.1K<0.01%-27413F-HRTimelineGroup
Provenance Wealth Advisors, LLC69$21.5K<0.01%-79413F-HRTimeline
Holos Integrated Wealth LLC85$21.3K0.01%-42013F-HRTimeline
Signature Resources Capital Management,…67$20.9K0.01%+413F-HRTimeline
SYNTAX RESEARCH, INC.67$20.9K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC66$20.6K0.01%+4913F-HRTimeline
MASECO LLP65$20.3K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…65$20.3K0.01%-10013F-HRTimeline
Promus Capital, LLC63$19.7K0.01%013F-HR/ATimeline
Heritage Wealth Advisors62$19.5K<0.01%-36113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.60$18.7K0.01%new13F-HRTimeline
Battery Global Advisors, LLC58$18.2K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.57$17.9K0.02%13F-HRTimeline
Northwest Capital Management Inc57$17.8K0.01%-513F-HRTimeline
Knott David M Jr57$17.8K0.01%013F-HRTimeline
Spurstone Advisory Services, LLC57$17.8K0.27%-9313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …38$17K<0.01%-19813F-HRTimelineGroup
Cedar Mountain Advisors, LLC54$17K<0.01%-1113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC54$16.8K<0.01%-5013F-HRTimeline
Pflug Koory, LLC54$16.8K0.01%+213F-HRTimeline
Strategic Wealth Investment Group, LLC54$16.8K0.02%new13F-HRTimeline
Trust Co53$16.5K<0.01%-1,35013F-HRTimeline
SRH ADVISORS, LLC52$16.2K<0.01%+3413F-HRTimeline
Legend Financial Advisors, Inc.51$15.9K0.01%new13F-HRTimeline
Hurley Capital, LLC49$15.3K0.01%-613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC49$15.3K<0.01%013F-HRTimeline
Clark Wealth Partners49$15.3K0.01%-12213F-HRTimeline
Stephens Consulting, LLC47$14.7K<0.01%+3113F-HRTimeline
Lummis Asset Management, LP46$14.4K0.01%013F-HRTimeline
DecisionPoint Financial, LLC44$14.4K<0.01%-5813F-HRTimeline
Financial Connections Group, Inc.45$14K0.01%-2213F-HRTimeline
NVWM, LLC43$13.4K<0.01%-4,15913F-HRTimeline
Global Wealth Strategies & Associates43$13.4K<0.01%-4713F-HRTimeline
Principia Wealth Advisory, LLC43$13.4K0.01%+1213F-HRTimeline
Kiker Wealth Management, LLC43$13.4K0.01%-2313F-HRTimeline
Tacita Capital Inc42$13.1K0.01%-7013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.42$13.1K0.01%new13F-HRTimeline
CGC Financial Services, LLC41$12.8K<0.01%-413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.39$12.3K0.01%-3313F-HRTimeline
GFG Capital, LLC39$12.2K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.36$11.3K0.01%-70613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA35$10.9K<0.01%-48413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV35$10.8K0.01%-5213F-HRTimeline
RMG Wealth Management LLC38$10.8K<0.01%13F-HRTimeline
IFS Advisors, LLC33$10.5K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC33$10.3K0.01%13F-HRTimeline
Fairman Group, LLC33$10.3K0.01%-5913F-HRTimeline
Morton Brown Family Wealth, LLC31$9.67K<0.01%+1713F-HRTimeline
Compass Financial Services Inc31$9.67K<0.01%013F-HRTimeline
CURIO WEALTH, LLC30$9.35K<0.01%+2913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…28$8.73K<0.01%+313F-HRTimelineGroup
JDM Financial Group LLC26$8.11K<0.01%013F-HRTimeline
GODSEY & GIBB, INC25$7.8K<0.01%-1913F-HRTimeline
Minot DeBlois Advisors LLC25$7.8K0.01%013F-HRTimeline
Advantage Trust Co25$7.8K<0.01%013F-HRTimeline
LGT Financial Advisors LLC23$7.23K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC22$6.86K<0.01%-10013F-HRTimeline
EQ WEALTH ADVISORS, LLC22$6.86K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…21$6.55K<0.01%+1113F-HRTimeline
1 NORTH WEALTH SERVICES LLC20$6.24K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC19$6.03K<0.01%+1313F-HRTimeline
Westend Capital Management, LLC19$5.93K<0.01%013F-HRTimeline
PayPay Securities Corp19$5.93K0.29%+313F-HRTimeline
Goodman Advisory Group, LLC18$5.62K<0.01%013F-HRTimeline
POM Investment Strategies, LLC18$5.62K<0.01%-613F-HRTimeline
Christopher J. Hasenberg, Inc17$5.3K<0.01%-1013F-HRTimeline
Beutel, Goodman & Co Ltd.18$5K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD16$4.99K<0.01%013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…16$4.99K<0.01%new13F-HRTimeline
Pacifica Partners Inc.16$4.95K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…15$4.68K<0.01%-6,41813F-HRTimeline
Parkworth Wealth Management, Inc.13$4.06K<0.01%+213F-HRTimeline
ROSS\JOHNSON & Associates LLC13$4.06K0.08%-1713F-HRTimeline
Catherine Avery Investment Management L…13$4.06K<0.01%013F-HRTimeline
Fairway Wealth LLC11$3.43K<0.01%-2913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC11$3.43K<0.01%-113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC10$3.12K<0.01%-4,01513F-HRTimeline
Mountain Hill Investment Partners Corp.10$3.12K<0.01%013F-HRTimeline
First PREMIER Bank9$3K<0.01%-22513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.9$2.81K<0.01%-1,12713F-HRTimelineGroup
Bare Financial Services, Inc9$2.81K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC8$2.5K<0.01%013F-HRTimeline
Sawyer & Company, Inc6$2.49K<0.01%new13F-HR/ATimeline
Legacy Bridge, LLC7$2.18K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC7$2.18K<0.01%+213F-HRTimeline
SWAN Capital LLC6$1.87K<0.01%new13F-HRTimeline
Orion Capital Management LLC4$1.25K<0.01%-13513F-HRTimeline
VELA Investment Management, LLC4$1.25K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.4$1.25K<0.01%new13F-HRTimeline
Financially Speaking Inc4$1.25K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$1.25K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3$936<0.01%new13F-HRTimeline
Breakwater Investment Management3$936<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC2$624<0.01%013F-HRTimeline
Accordant Advisory Group Inc2$624<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC2$624<0.01%-2713F-HRTimeline
West Oak Capital, LLC125$3900.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC547,195$547K+545,44113F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.