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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Meriwether Wealth & Planning, LLC522$264K0.19%13F-HRTimeline
BURR FINANCIAL SERVICES, LLC520$263K0.18%-52713F-HRTimeline
Dynamic Financial Group520$263K0.27%13F-HRTimeline
Grey Ledge Advisors, LLC517$262K0.07%+613F-HRTimeline
Eagle Strategies LLC516$261K0.05%+813F-HRTimeline
Curated Wealth Partners LLC514$260K0.03%+413F-HRTimeline
Hutchens & Kramer Investment Management…513$260K0.14%-4713F-HRTimeline
Perissos Private Wealth Management, LLC512$259K0.19%new13F-HRTimeline
Eaton-Cambridge Inc.512$259K0.12%+1813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC510$258K0.03%+1113F-HRTimeline
Legacies Wealth LLC510$258K0.2%013F-HRTimeline
Sachetta, LLC510$258K0.1%-2713F-HRTimeline
Willow Creek Wealth Management Inc.509$257K0.03%+113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC509$257K0.14%013F-HRTimeline
Pavion Blue Capital, LLC508$257K0.12%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC508$257K0.15%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC507$256K0.03%+11113F-HRTimeline
TruWealth Advisors, LLC506$256K0.02%-5813F-HRTimeline
GFG Capital, LLC506$256K0.07%-10413F-HRTimeline
UNITED BANK506$256K0.03%-3013F-HRTimeline
Team Financial Group, LLC506$256K0.15%+113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.505$255K0.05%-20213F-HRTimeline
Taylor Financial Group, Inc.505$255K0.18%013F-HRTimeline
Holos Integrated Wealth LLC505$255K0.17%13F-HRTimeline
Wharton Business Group, LLC504$255K0.01%013F-HRTimeline
Select Asset Management & Trust504$255K0.1%013F-HRTimeline
MAS Advisors LLC503$255K0.43%-513F-HRTimeline
Meridian Financial Advisors, LLC503$254K0.18%-8013F-HRTimeline
Campbell Wealth Management502$254K0.02%+10913F-HRTimeline
Orgel Wealth Management, LLC501$253K0.01%+613F-HRTimeline
Old Mission Investment Co LLC500$253K0.08%+5013F-HRTimeline
NJ State Employees Deferred Compensatio…500$253K0.03%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC500$253K0.26%new13F-HRTimeline
CM WEALTH ADVISORS LLC500$253K0.08%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC500$253K0.13%13F-HRTimeline
Autumn Glory Partners, LLC500$253K0.12%-70713F-HRTimeline
Samjo Management, LLC500$253K0.1%013F-HRTimeline
PIAR LLC500$253K0.25%13F-HRTimeline
Brave Warrior Advisors, LLC499$252K0.01%013F-HRTimeline
Affinity Capital Advisors, LLC490$252K0.05%+1713F-HRTimeline
Bell Investment Advisors, Inc498$252K0.05%+1313F-HRTimeline
Legacy Wealth Management, LLC497$251K0.02%-5313F-HRTimeline
Keystone Wealth Services, LLC496$251K0.07%-6113F-HRTimeline
jvl associates llc496$251K0.1%+413F-HRTimeline
Intelligence Driven Advisers, LLC496$251K0.05%+4413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…496$251K0.06%+3713F-HRTimeline
PCA Investment Advisory Services Inc.494$250K0.12%+513F-HRTimeline
Convergence Financial, LLC493$250K0.05%-5913F-HRTimeline
OBSIDIAN CIO, LLC493$249K0.05%+8513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC491$249K0.13%-10413F-HRTimeline
MANCHESTER FINANCIAL INC491$248K0.05%013F-HRTimeline
Capital Planning LLC491$248K0.07%+7913F-HRTimeline
CFC Planning Co LLC491$248K0.27%13F-HRTimeline
NorthStar Asset Management LLC /NJ/491$248K0.16%+113F-HRTimeline
POTENTIA WEALTH490$248K0.11%13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC487$246K0.09%+8713F-HRTimeline
Prospect Financial Group LLC486$246K0.3%13F-HRTimeline
Oliver Luxxe Assets LLC420$246K0.04%013F-HR/ATimeline
Foundry Partners, LLC485$245K0.01%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC484$245K0.03%-6113F-HRTimeline
Wealth Watch Advisors, INC503$244K0.15%13F-HRTimeline
Kuhn & Co Investment Counsel483$244K0.21%013F-HRTimeline
LCNB CORP483$244K0.09%+2113F-HRTimeline
Wiser Wealth Management, Inc482$244K0.07%+6113F-HRTimeline
Quartz Partners, LLC482$244K0.15%+5013F-HRTimeline
Greenspring Advisors, LLC482$244K0.05%-6013F-HRTimeline
High Probability Advisors, LLC481$243K0.04%-2513F-HRTimeline
Warm Springs Advisors Inc.481$243K0.23%13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …480$243K0.02%-20413F-HRTimeline
Hobbs Wealth Management, LLC480$243K0.28%13F-HRTimeline
Balefire, LLC481$243K0.08%-10213F-HRTimeline
RW Investment Management LLC477$241K0.03%-3813F-HRTimeline
Accel Wealth Management476$241K0.09%-8513F-HRTimeline
SFE Investment Counsel475$240K0.05%-9013F-HRTimeline
Centricity Wealth Management, LLC475$240K0.22%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC474$240K0.13%13F-HRTimeline
N.E.W. Advisory Services LLC474$240K0.02%-2713F-HRTimeline
WestHill Financial Advisors, Inc.473$239K0.05%-1213F-HRTimeline
GK Wealth Management LLC472$239K0.3%13F-HRTimeline
Key Client Fiduciary Advisors, LLC471$238K0.11%-1413F-HRTimeline
Wealthquest Corp470$238K0.02%+3413F-HRTimeline
WD RUTHERFORD LLC470$238K0.11%-6713F-HRTimeline
EPG Wealth Management LLC470$238K0.06%-2913F-HRTimeline
Capital Advantage, Inc.469$237K0.04%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD469$237K0.22%13F-HRTimeline
Private Capital Management, LLC469$237K0.03%+113F-HRTimeline
Rareview Capital LLC406$237K0.17%013F-HRTimeline
Acorns Advisers, LLC468$237K<0.01%+11213F-HRTimeline
Embree Financial Group468$237K0.04%-413F-HRTimeline
Cosner Financial Group, LLC467$236K0.15%+213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC467$236K0.12%-2013F-HRTimeline
Prescott Group Capital Management, L.L.…467$236K0.03%new13F-HR/ATimeline
George Kaiser Family Foundation467$236K0.03%new13F-HRTimeline
Blue Barn Wealth, LLC467$236K0.12%-16013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC467$236K0.05%+1613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC467$236K0.09%+2313F-HRTimeline
Fortitude Family Office, LLC466$236K0.08%+713F-HRTimeline
Briaud Financial Planning Inc466$235K0.1%013F-HRTimeline
Independent Wealth Network Inc.464$235K0.1%+10113F-HRTimeline
CBIZ Investment Advisory Services, LLC463$234K0.01%+113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…462$234K0.15%13F-HRTimeline
CVFG LLC461$233K0.21%13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.461$233K0.07%-68113F-HRTimeline
Phocas Financial Corp.460$233K0.03%013F-HR/ATimeline
BROWN CAPITAL MANAGEMENT LLC459$232K0.01%-24713F-HRTimeline
LJI Wealth Management, LLC458$232K0.05%new13F-HRTimeline
Massachusetts Wealth Management457$231K0.14%013F-HRTimeline
Gallacher Capital Management LLC457$231K0.11%-1313F-HRTimeline
ALKEME WEALTH, LLC456$231K0.11%+113F-HRTimeline
Addison Advisors LLC455$230K0.06%-2513F-HRTimeline
Aberdeen Wealth Management LLC455$230K0.16%013F-HRTimeline
MBA Advisors LLC454$230K0.12%-12513F-HRTimeline
Gutierrez Wealth Advisory, LLC454$230K0.19%13F-HR/ATimeline
Fortis Capital Advisors, LLC389$230K0.08%-4513F-HRTimeline
Destiny Wealth Partners, LLC453$229K0.04%+213F-HRTimeline
Sterling Investment Advisors, Ltd.451$228K0.06%new13F-HRTimeline
Purus Wealth Management, LLC450$228K0.09%013F-HRTimeline
Smith Group Asset Management, LLC450$228K0.02%013F-HRTimeline
AWM CAPITAL, LLC449$227K0.03%+6513F-HRTimeline
Weaver Consulting Group449$227K0.07%-513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA448$227K0.05%+413F-HRTimeline
HWG Holdings LP448$227K0.07%013F-HRTimeline
BLB&B Advisors, LLC447$226K0.01%+1413F-HRTimeline
D.B. Root & Company, LLC447$226K0.07%-49613F-HRTimeline
25 LLC447$226K0.1%+913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC386$226K0.21%013F-HRTimeline
Gray Private Wealth, LLC445$225K0.13%-1713F-HRTimeline
KFA Private Wealth Group, LLC445$225K0.09%+1513F-HRTimeline
Whelan Financial445$225K0.09%new13F-HRTimeline
Shakespeare Wealth Management, LLC444$225K0.06%+913F-HRTimeline
New Perspectives, Inc444$225K0.12%013F-HRTimeline
NTV Asset Management LLC443$224K0.03%+4813F-HRTimeline
Sherman Asset Management, Inc.442$224K0.2%13F-HRTimeline
Anchor Pointe Wealth Management, LLC440$223K0.29%13F-HRTimeline
ACADEMY CAPITAL MANAGEMENT441$223K0.04%013F-HRTimeline
Roberts Financial Services LLC441$223K0.04%-613F-HRTimeline
New World Advisors LLC441$223K0.05%-24213F-HRTimeline
Prosperitas Financial LLC440$223K0.11%-3,96313F-HRTimeline
Verity Asset Management, Inc.561$223K0.13%-5013F-HRTimeline
Advisory Resource Group440$223K0.05%+1713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC440$223K0.08%new13F-HRTimeline
SHARPEPOINT LLC440$223K0.2%13F-HRTimeline
Southland Equity Partners LLC440$223K0.05%new13F-HRTimeline
OMNI 360 Wealth, Inc.438$222K0.15%-14313F-HR/ATimeline
Family Office Research LLC437$221K0.1%13F-HRTimeline
Vantage Financial Partners, LLC438$221K0.06%-313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC422$221K0.08%13F-HRTimeline
HARRIS ASSOCIATES L P436$221K<0.01%-5013F-HRTimeline
Synergy Financial Group, LTD436$221K0.18%+1513F-HRTimeline
Roth Financial Partners LLC435$220K0.09%013F-HRTimeline
Financial Freedom, LLC435$220K0.12%+113F-HRTimeline
CORA CAPITAL ADVISORS LLC432$219K0.11%-113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC430$218K0.12%-3,24213F-HRTimeline
JACOBS & CO/CA429$217K0.02%013F-HRTimeline
David Wealth Management LLC428$217K0.18%13F-HRTimeline
TriaGen Wealth Management LLC428$217K0.07%013F-HRTimeline
LifePlan Investment Advisors, Inc.428$217K0.13%+4913F-HRTimeline
Laurel Wealth Advisors LLC427$216K0.03%-5913F-HRTimeline
HEADINVEST, LLC427$216K0.04%-4013F-HRTimeline
Brio Consultants, LLC427$216K0.03%new13F-HRTimeline
Argyle Capital Partners, LLC427$216K0.19%13F-HRTimeline
BARR E S & CO425$215K0.01%-3713F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP425$215K0.51%new13F-HRTimelineGroup
Reliant Investment Management, LLC424$214K0.09%-2613F-HRTimeline
WOLFF WIESE MAGANA LLC424$214K0.14%-1113F-HRTimeline
Hidden Cove Wealth Management, LLC423$214K0.17%13F-HRTimeline
Partners in Financial Planning421$213K0.04%013F-HRTimeline
Powers Advisory Group, LLC420$212K0.11%+213F-HRTimeline
McClarren Financial Advisors, Inc.1,533$212K0.6%+59113F-HRTimeline
Resolute Advisors LLC418$211K0.04%new13F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC417$211K0.13%13F-HRTimeline
Luminist Capital LLC417$211K0.37%13F-HRTimeline
KWMG, LLC415$210K0.02%-113F-HRTimeline
Evolution Wealth Advisors, LLC413$209K0.03%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC412$208K0.2%new13F-HRTimeline
Redwood Financial Network Corp412$208K0.16%-5813F-HRTimeline
Basepoint Wealth LLC409$207K0.17%-413F-HRTimeline
Retirement Planning Group, LLC409$207K0.01%new13F-HRTimeline
Alpha Financial Partners LLC408$207K0.16%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.408$206K0.03%+3313F-HRTimeline
Cannon Advisors, Inc.407$206K0.17%-34713F-HRTimeline
Roof Eidam Maycock Peralta, LLC405$205K0.05%013F-HRTimeline
Beacon Capital Management, LLC404$204K0.03%-4813F-HRTimeline
Kaizen Financial Strategies403$204K0.12%-1613F-HRTimeline
DAVIDSON TRUST CO403$204K0.1%013F-HRTimeline
Financial Avengers, Inc.400$202K0.1%-2313F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC400$202K0.1%013F-HRTimeline
NIXON PEABODY TRUST CO400$202K0.02%-35013F-HRTimeline
Ascension Capital Advisors, Inc.400$202K0.09%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.400$202K0.06%-413F-HRTimeline
Harbor Group, Inc.400$202K0.05%+113F-HRTimeline
Acorn Wealth Advisors, LLC399$202K0.08%+213F-HRTimeline
VANCE WEALTH, LLC398$201K0.08%+1713F-HRTimeline
Dakota Community Bank & Trust NA398$201K0.96%+6513F-HRTimeline
Forthright Family Wealth Advisory LLC397$201K0.13%-4413F-HRTimeline
Lakeridge Wealth Management LLC397$201K0.1%+113F-HRTimeline
Pacific Center for Financial Services395$200K0.05%-5013F-HRTimeline
Atlatl Advisers LLC395$200K0.12%13F-HRTimeline
TSFG, LLC389$197K0.04%-6013F-HRTimeline
Hara Capital LLC377$191K0.12%013F-HR/ATimeline