Skip to content

UNH UNITEDHEALTH GROUP INC

Follow

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.

HolderSharesValue% of portfolioChangeSource
YANKCOM Partnership300$99K0.04%+3813F-HRTimeline
Bangor Savings Bank299$98.7K0.01%+1313F-HRTimeline
WOLFF WIESE MAGANA LLC295$97.4K0.05%-1713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC294$97.1K0.05%+16313F-HRTimeline
CBIZ Investment Advisory Services, LLC294$96.9K<0.01%-813F-HRTimeline
WEXFORD CAPITAL LP293$96.7K0.02%new13F-HRTimeline
Blume Capital Management, Inc.290$95.7K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC287$94.7K0.03%new13F-HRTimeline
Hughes Financial Services, LLC287$94.7K0.01%+2513F-HRTimeline
Sachetta, LLC284$93.7K0.05%-5013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC281$92.8K0.01%+1013F-HRTimeline
TrustBankin group TrustBank281$92.8K0.04%13F-HRTimelineGroup
Meramec Financial Planners, LLC332$91.8K0.04%13F-HRTimeline
Cape Investment Advisory, Inc.277$91.4K0.03%-1,24213F-HRTimeline
TD Capital Management LLC275$90.6K0.01%+213F-HRTimeline
Financial Avengers, Inc.274$90.4K0.04%-5713F-HR/ATimeline
OPTIMA CAPITAL LLC274$90.3K0.04%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp336$90K0.12%-813F-HR/ATimeline
Tidemark, LLC272$89.9K0.03%-1213F-HRTimeline
Clayton Financial Group LLC265$87.3K0.04%+5013F-HRTimeline
Private Wealth Management Group, LLC264$87.2K0.02%+4513F-HRTimeline
Sherman Asset Management, Inc.260$85.8K0.07%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC258$85.1K0.02%+3613F-HRTimeline
Smallwood Wealth Investment Management,…254$83.8K0.04%013F-HRTimeline
NorthAvenue LLC250$82.5K0.07%13F-HRTimeline
Lummis Asset Management, LP249$82.2K0.05%013F-HRTimeline
2UniFi Bank246$81.2K0.04%-25313F-HRTimeline
Provenance Wealth Advisors, LLC242$79.9K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.241$79.6K0.22%013F-HRTimeline
Bank of New Hampshire240$79.2K0.02%013F-HRTimeline
Copia Wealth Management240$79.2K0.06%013F-HRTimeline
Curat Global, LLC240$79.2K0.09%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC228$75.3K0.01%+113F-HRTimeline
Vermillion & White Wealth Management Gr…217$71.7K0.04%-2513F-HRTimeline
Ares Financial Consulting, LLC216$71.4K0.07%13F-HRTimeline
Dunhill Financial, LLC486$71.2K0.02%+27313F-HRTimeline
Truvestments Capital LLC216$71.1K0.01%+713F-HRTimeline
Bell Investment Advisors, Inc215$71K0.01%-13313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC252$70K0.05%013F-HRTimeline
Garner Asset Management Corp210$69.3K0.03%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…210$69.3K0.05%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC206$68K0.02%-3713F-HRTimeline
HAZLETT, BURT & WATSON, INC.206$68K0.02%-413F-HRTimeline
ROSS\JOHNSON & Associates LLC204$67.3K1.25%+113F-HRTimeline
Motiv8 Investments LLC202$67K0.04%new13F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD201$66.4K0.02%-63313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC200$66K0.02%-15213F-HRTimeline
Bullseye Investment Management, LLC200$66K0.03%new13F-HRTimeline
Strive Financial Group ,LLC197$65K0.03%13F-HR/ATimeline
Howard Hughes Medical Institute195$64.4K0.04%013F-HRTimeline
Noble Wealth Management PBC188$62.1K0.03%-613F-HRTimeline
Sankala Group LLC207$60.6K0.05%13F-HRTimeline
Costello Asset Management, INC181$59.8K0.02%013F-HRTimeline
Rialto Wealth Management, LLC180$59.4K0.01%+10313F-HRTimeline
ENTRUST FINANCIAL LLC177$58.4K0.04%13F-HRTimeline
Avalon Trust Co176$58.1K<0.01%-10013F-HRTimeline
Westfuller Advisors, LLC175$57.7K0.02%-313F-HRTimeline
MOTCO169$55.8K0.01%013F-HRTimeline
Monetary Solutions, Ltd169$55.8K0.05%13F-HRTimeline
Fourth Dimension Wealth, LLC167$55.1K0.02%-4313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC163$53.8K0.01%-95113F-HRTimelineGroup
Compound Global Advisors, LLC162$53.5K2.97%013F-HRTimeline
Barnes Dennig Private Wealth Management…161$53.1K0.05%+1413F-HRTimeline
Valued Wealth Advisors LLC160$53K0.02%+113F-HRTimeline
Riverview Trust Co160$52.8K0.06%+3513F-HRTimeline
Miller Capital Partners, Inc.160$52.8K0.03%13F-HRTimeline
Quattro Advisors LLC158$52K0.04%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV159$52K0.01%-3413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN157$51.9K<0.01%-4013F-HRTimeline
Financial Network Wealth Advisors LLC156$51.5K0.05%+9813F-HRTimeline
High Point Wealth Management, LLC153$50.6K0.05%13F-HRTimeline
Your Advocates Ltd., LLP150$49.5K0.02%013F-HRTimeline
CURIO WEALTH, LLC150$49.3K0.02%new13F-HRTimeline
Dynamic Wealth Strategies, LLC149$49.2K0.03%-15313F-HRTimeline
Scarborough Advisors, LLC149$49.2K0.01%+513F-HRTimeline
Coston, McIsaac & Partners149$49K0.01%-1213F-HRTimeline
Creative Capital Management Investments…146$48.2K0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC146$48.2K0.03%13F-HRTimeline
Roble, Belko & Company, Inc146$48K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC141$46.6K<0.01%-2813F-HRTimeline
Glass Jacobson Investment Advisors llc140$46.3K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…139$45.9K0.01%-1013F-HRTimeline
Vision Retirement, LLC135$44.6K0.01%13F-HRTimeline
Kilter Group LLC133$43.9K0.02%+4013F-HRTimeline
Turning Point Benefit Group, Inc.133$43.9K0.02%+1513F-HRTimeline
VEGA INVESTMENT SOLUTIONS132$43.6K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC130$43K0.03%013F-HRTimeline
Nemes Rush Group LLC126$41.5K<0.01%+1313F-HRTimeline
Quest 10 Wealth Builders, Inc.125$41.3K0.04%-1413F-HRTimeline
Kentucky Trust Co123$40.6K0.02%+1613F-HRTimeline
Investors Portfolio Services LLC123$40.5K0.04%13F-HRTimeline
Godfrey Financial Associates, Inc.119$40.3K0.03%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC120$39.7K0.03%13F-HRTimeline
Board of the Pension Protection Fund120$39.6K0.04%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…118$39K0.03%+1613F-HRTimeline
Key Capital Management, INC118$39K0.04%13F-HRTimeline
SFAM, LLC116$38.3K0.04%13F-HRTimeline
New Millennium Group LLC107$35.5K0.02%-1513F-HRTimeline
SWISS RE LTDin group SWISS RE LTD107$35.3K<0.01%13F-HRTimelineGroup
Solstein Capital, LLC104$34.3K0.01%013F-HRTimeline
Altshuler Shaham Ltd100$33K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC100$33K<0.01%-7213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC100$33K0.02%013F-HRTimeline
Horizons Wealth Management100$33K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC100$33K0.03%013F-HRTimeline
Park Square Financial Group, LLC64$32.4K0.19%+6313F-HRTimeline
Front Row Advisors LLC96$31.7K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.93$30.7K<0.01%-10713F-HRTimeline
Gleason Group, Inc.92$30.3K<0.01%+113F-HRTimeline
Redwood Park Advisors LLC91$29.9K0.02%-913F-HRTimeline
Wilkerson Advisory Group LLC90$29.7K0.01%13F-HRTimeline
Holos Integrated Wealth LLC85$28.6K0.02%013F-HRTimeline
Red Tortoise LLC84$27.9K0.01%-1113F-HRTimeline
XY Capital Ltd84$27.7K0.03%new13F-HRTimeline
Dogwood Wealth Management LLC84$27.7K0.01%-513F-HRTimeline
1248 Management, LLC83$27.4K0.01%013F-HRTimeline
Hurley Capital, LLC83$27.4K0.02%-613F-HRTimeline
Nalls Sherbakoff Group, LLC82$27.1K0.02%-1313F-HRTimeline
Joseph Group Capital Management82$27.1K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…80$26.4K0.01%+5513F-HRTimelineGroup
Beacon Financial Strategies CORP80$26.4K0.01%new13F-HRTimeline
Signature Resources Capital Management,…79$26.1K0.01%+1613F-HRTimeline
Cedar Mountain Advisors, LLC79$25.9K0.01%+113F-HRTimeline
Robinswood Financial LLC77$25.6K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC76$25.1K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.76$25.1K0.02%-1513F-HRTimeline
ALBION FINANCIAL GROUP /UT75$24.8K<0.01%-25113F-HRTimeline
Kimelman & Baird, LLC75$24.8K<0.01%-4213F-HRTimeline
Vermillion Wealth Management, Inc.74$24.6K0.01%-21313F-HRTimeline
Reyes Financial Architecture, Inc.73$24.2K0.01%+3713F-HRTimeline
Evolution Advisers, Inc.75$24K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…72$23.8K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC71$23.4K0.01%-7813F-HRTimeline
DHJJ Financial Advisors, Ltd.70$23.1K0.01%013F-HRTimeline
WORMSER FRERES GESTION70$23.1K0.01%013F-HRTimeline
Daytona Street Capital LLC68$22.4K0.02%13F-HRTimeline
Hyposwiss Advisors SA68$22.4K0.02%13F-HRTimeline
SYNTAX RESEARCH, INC.67$22.1K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.67$22.1K0.02%13F-HRTimeline
IAG Wealth Partners, LLC65$21.5K<0.01%-1513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.65$21.5K0.02%+4913F-HRTimeline
Legacy Bridge, LLC64$21.1K0.01%+4713F-HRTimeline
O'Brien Wealth Partners LLC61$20.1K<0.01%-113F-HRTimeline
Graney & King, LLC61$20.1K0.01%-1413F-HRTimeline
Mendota Financial Group, LLC60$19.8K0.01%-12013F-HRTimeline
CrossGen Wealth, LLC60$19.8K0.02%13F-HRTimeline
Hamrick Investment Counsel, llc60$19.8K0.01%13F-HRTimeline
MASECO LLP58$19.2K<0.01%-713F-HRTimeline
eCIO, Inc.57$18.8K0.01%new13F-HRTimeline
Knott David M Jr57$18.8K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC56$18.5K<0.01%new13F-HRTimelineGroup
IFS Advisors, LLC55$18.4K0.01%+2213F-HRTimeline
Pflug Koory, LLC52$17.2K0.01%-213F-HRTimeline
WFA of San Diego, LLC52$17.2K0.01%-40013F-HRTimeline
Ankerstar Wealth, LLC52$17.2K0.02%13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…10$17.2K0.02%-3,19013F-HRTimeline
Navigoe, LLC54$17K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.51$16.9K0.01%-12613F-HRTimeline
Principia Wealth Advisory, LLC51$16.8K0.01%+513F-HRTimeline
MidAtlantic Capital Management, Inc.49$16.2K0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC48$15.8K0.01%+2813F-HRTimeline
Mechanics Financial Corp47$15.5K0.01%-93213F-HRTimeline
Imprint Wealth LLC47$15.5K0.07%-4913F-HRTimeline
ROGCO, LP47$15.5K0.01%013F-HRTimeline
Bank & Trust Co47$15.5K0.01%new13F-HRTimeline
Seneschal Advisors, LLC46$15.2K0.01%013F-HRTimeline
WealthCollab, LLC45$14.9K0.01%-4113F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.51$14.6K<0.01%-84213F-HRTimeline
Tacita Capital Inc42$13.9K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$13.5K<0.01%-9313F-HRTimeline
Atomic Invest LLC41$13.5K0.01%13F-HRTimeline
RMG Wealth Management LLC38$13.4K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC39$12.9K<0.01%+613F-HRTimeline
Estate Planners Group, LLC38$12.5K0.01%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.36$11.9K0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC36$11.9K0.01%013F-HRTimeline
GODSEY & GIBB, INC33$10.9K<0.01%+813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.33$10.9K<0.01%+1513F-HRTimelineGroup
NVWM, LLC33$10.9K<0.01%-613F-HRTimeline
LFA - Lugano Financial Advisors SA33$10.9K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC33$10.9K0.01%013F-HRTimeline
Compass Financial Services Inc31$10.2K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.31$10.2K0.01%new13F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…31$10K<0.01%-1513F-HRTimelineGroup
Fairman Group, LLC30$9.9K0.01%-3313F-HRTimeline
WINNACLE WEALTH LLC29$9.6K0.01%+313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA29$9.57K<0.01%new13F-HRTimeline
PayPay Securities Corp27$8.91K0.26%+213F-HRTimeline
Minot DeBlois Advisors LLC25$8.25K0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC25$8.25K<0.01%new13F-HR/ATimeline
SWAN Capital LLC24$8.04K<0.01%+2013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…25$8K<0.01%-20313F-HRTimeline
Turim 21 Investimentos Ltda.24$7.92K<0.01%-1613F-HRTimeline
Clark Wealth Partners23$7.65K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.23$7.64K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.23$7.59K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…5$7.59K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC22$7.26K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC22$7.26K<0.01%+513F-HRTimeline
Financial Connections Group, Inc.24$7K<0.01%013F-HRTimeline