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
Purus Wealth Management, LLC	450	$236K	0.1%	0	13F-HR Timeline
HWG Holdings LP	448	$235K	0.1%	0	13F-HR Timeline
Shakespeare Wealth Management, LLC	447	$234K	0.06%	+3	13F-HR Timeline
Vertex Planning Partners, LLC	447	$234K	0.05%	new	13F-HR Timeline
Verity Asset Management, Inc.	445	$233K	0.09%	-116	13F-HR Timeline
New Perspectives, Inc	444	$233K	0.12%	0	13F-HR Timeline
TRUE Private Wealth Advisors	443	$232K	0.03%	new	13F-HR Timeline
Southland Equity Partners LLC	443	$232K	0.05%	+3	13F-HR Timeline
Quartz Partners, LLC	442	$231K	0.14%	-40	13F-HR Timeline
Blue Barn Wealth, LLC	442	$231K	0.12%	-25	13F-HR Timeline
Gallacher Capital Management LLC	441	$231K	0.11%	-16	13F-HR Timeline
ACADEMY CAPITAL MANAGEMENT	441	$231K	0.04%	0	13F-HR Timeline
Garde Capital, Inc.	441	$231K	0.01%	-175	13F-HR Timeline
OMNI 360 Wealth, Inc.	440	$231K	0.15%	+2	13F-HR/A Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	440	$230K	0.08%	0	13F-HR Timeline
Kingdom Financial Group LLC.	439	$230K	0.17%	-1,423	13F-HR Timeline
Carroll Investors, Inc	443	$230K	0.15%	-830	13F-HR Timeline
Beacon Capital Management, LLC	436	$228K	0.03%	+32	13F-HR Timeline
Financial Freedom, LLC	436	$228K	0.13%	+1	13F-HR Timeline
Talon Private Wealth, LLC	444	$228K	0.03%	-933	13F-HR Timeline
Phocas Financial Corp.	435	$228K	0.03%	-25	13F-HR Timeline
Roth Financial Partners LLC	435	$228K	0.09%	0	13F-HR Timeline
ProVise Management Group, LLC	434	$227K	0.02%	-159	13F-HR Timeline
Francis Financial, Inc.	432	$226K	0.06%	-500	13F-HR Timeline
25 LLC	432	$226K	0.09%	-15	13F-HR Timeline
Alpha Financial Partners LLC	431	$226K	0.18%	+23	13F-HR Timeline
Castleview Partners, LLC	431	$226K	0.15%	-364	13F-HR Timeline
WPWealth LLP	431	$226K	0.04%	new	13F-HR Timeline
Retirement Planning Group, LLC	430	$225K	0.01%	+21	13F-HR Timeline
David Wealth Management LLC	430	$225K	0.19%	+2	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	430	$225K	0.01%	-33	13F-HR/A Timeline
Gutierrez Wealth Advisory, LLC	430	$225K	0.18%	-24	13F-HR Timeline
VANCE WEALTH, LLC	429	$225K	0.08%	+31	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	429	$225K	0.11%	-3	13F-HR Timeline
GK Wealth Management LLC	429	$225K	0.28%	-43	13F-HR/A Timeline
HARMONY ASSET MANAGEMENT LLC	428	$224K	0.09%	-4,668	13F-HR Timeline
Tanager Wealth Management LLP	428	$224K	0.03%	new	13F-HR Timeline
JACOBS & CO/CA	429	$224K	0.02%	0	13F-HR Timeline
Investments & Financial Planning, LLC	428	$224K	0.15%	new	13F-HR Timeline
Laurel Wealth Advisors LLC	427	$224K	0.04%	0	13F-HR Timeline
BROWN CAPITAL MANAGEMENT LLC	427	$224K	0.01%	-32	13F-HR Timeline
HEADINVEST, LLC	427	$224K	0.04%	0	13F-HR Timeline
KRAFT ASSET MANAGEMENT, LLC	427	$224K	0.2%	-90	13F-HR Timeline
Fire Capital Management LLC	427	$224K	0.16%	new	13F-HR Timeline
Gray Private Wealth, LLC	426	$223K	0.13%	-19	13F-HR Timeline
Hobbs Wealth Management, LLC	426	$223K	0.25%	-54	13F-HR/A Timeline
USAdvisors Wealth Management, LLC	427	$223K	0.08%	new	13F-HR Timeline
Von Berge Wealth Management Group, LLC	526	$223K	0.14%	-48	13F-HR Timeline
BARR E S & CO	425	$223K	0.01%	0	13F-HR Timeline
Destiny Wealth Partners, LLC	425	$223K	0.04%	-28	13F-HR Timeline
Heritage Wealth Advisors	423	$222K	0.01%	-112,659	13F-HR Timeline
Harvest Investment Services, LLC	423	$222K	0.06%	-99	13F-HR Timeline
Family Office Research LLC	422	$221K	0.11%	-15	13F-HR Timeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…	422	$221K	0.15%	-40	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	422	$221K	0.08%	0	13F-HR Timeline
GatePass Capital, LLC	422	$221K	0.17%	new	13F-HR Timeline
Partners in Financial Planning	421	$220K	0.04%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	420	$220K	0.11%	+23	13F-HR Timeline
BOYUM WEALTH ARCHITECTS LLC	420	$220K	0.21%		13F-HR Timeline
BLB&B Advisors, LLC	419	$219K	0.01%	-28	13F-HR Timeline
Fortress Financial Solutions, LLC	418	$219K	0.32%	new	13F-HR Timeline
Luminist Capital LLC	419	$219K	0.24%	+2	13F-HR Timeline
BOOTHBAY FUND MANAGEMENT, LLC	418	$219K	0.01%	-8,711	13F-HR Timeline
Argyle Capital Partners, LLC	417	$218K	0.19%	-10	13F-HR Timeline
Basepoint Wealth LLC	416	$218K	0.17%	+7	13F-HR Timeline
Synergy Financial Group, LTD	416	$218K	0.2%	-20	13F-HR Timeline
Wealth Preservation Advisors, LLC	416	$218K	0.16%		13F-HR Timeline
McClarren Financial Advisors, Inc.	1,537	$217K	0.14%	+4	13F-HR Timeline
Acorn Wealth Advisors, LLC	414	$217K	0.09%	+15	13F-HR Timeline
TriaGen Wealth Management LLC	414	$217K	0.08%	-14	13F-HR Timeline
CHIRON CAPITAL MANAGEMENT, LLC	413	$216K	0.2%	+1	13F-HR Timeline
Long Run Wealth Advisors, LLC	413	$216K	0.05%	new	13F-HR Timeline
Vantage Financial Partners, LLC	411	$215K	0.05%	-27	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	410	$215K	0.08%	-57	13F-HR Timeline
Buffington Mohr McNeal	409	$214K	0.04%	-1,395	13F-HR Timeline
Reliant Investment Management, LLC	409	$214K	0.11%	-15	13F-HR Timeline
Cushing Capital Partners, LLC	408	$214K	0.19%	new	13F-HR Timeline
Cornerstone Planning Group LLC	499	$214K	0.05%	+203	13F-HR Timeline
Massachusetts Wealth Management	407	$213K	0.15%	-50	13F-HR Timeline
Rareview Capital LLC	406	$212K	0.13%	0	13F-HR Timeline
Aveo Capital Partners, LLC	543	$212K	0.04%	-1,169	13F-HR Timeline
DAVIDSON TRUST CO	403	$211K	0.1%	0	13F-HR Timeline
Fortitude Family Office, LLC	403	$211K	0.08%	-63	13F-HR Timeline
Oxbow Advisors, LLC	403	$211K	0.02%	new	13F-HR Timeline
Whelan Financial	403	$211K	0.08%	-42	13F-HR Timeline
Stonebridge Financial Group, LLC	402	$211K	0.02%	-10,324	13F-HR Timeline
Alliance Wealth Advisors, LLC	401	$210K	0.12%	-232	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	401	$210K	0.07%	new	13F-HR Timeline
HUTNER CAPITAL MANAGEMENT INC	400	$210K	0.09%	0	13F-HR Timeline
Ascension Capital Advisors, Inc.	400	$210K	0.1%	0	13F-HR Timeline
PIAR LLC	400	$210K	0.23%	-100	13F-HR Timeline
Harbor Group, Inc.	400	$209K	0.04%	0	13F-HR Timeline
Lifestyle Asset Management, Inc.	399	$209K	0.11%	new	13F-HR Timeline
Legacy PCG, LLC	399	$209K	0.15%	new	13F-HR Timeline
Forthright Family Wealth Advisory LLC	397	$208K	0.14%	0	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	395	$207K	0.41%	+30	13F-HR Timeline
Sterneck Capital Management, LLC	395	$207K	0.11%	new	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	394	$206K	0.06%	-550	13F-HR Timeline
Leslie Global Wealth, LLC	393	$206K	0.1%	new	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	393	$206K	0.16%	new	13F-HR Timeline
Mengis Capital Management, Inc.	392	$205K	0.04%	new	13F-HR Timeline
FSA Investment Group, LLC	392	$205K	0.17%	new	13F-HR Timeline
Private Capital Management, LLC	391	$205K	0.02%	-78	13F-HR Timeline
Morton Capital Management LLC/CA	390	$204K	0.04%	new	13F-HR Timeline
Redmond Asset Management, LLC	390	$204K	0.05%	new	13F-HR Timeline
Beacon Financial Advisory LLC	390	$204K	0.06%	new	13F-HR Timeline
Wealth Watch Advisors, INC	387	$204K	0.17%	-116	13F-HR Timeline
SeaBridge Investment Advisors LLC	389	$204K	0.04%	new	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	388	$203K	0.02%	new	13F-HR Timeline
ACORN CREEK CAPITAL LLC	388	$203K	0.1%	-156	13F-HR Timeline
Midwest Professional Planners, LTD.	388	$203K	0.06%	new	13F-HR Timeline
Next Level Private LLC	387	$203K	0.08%	new	13F-HR Timeline
Veery Capital, LLC	387	$203K	0.08%	-442	13F-HR Timeline
Activest Wealth Management	387	$203K	0.05%	+200	13F-HR Timeline
Capital Planning LLC	386	$202K	0.06%	-105	13F-HR Timeline
Pacific Center for Financial Services	385	$202K	0.05%	-10	13F-HR Timeline
Cannon Advisors, Inc.	385	$202K	0.19%	-22	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	385	$202K	0.04%	+81	13F-HR Timeline
Guardian Asset Advisors, LLC	384	$201K	0.13%	new	13F-HR Timeline
Hara Capital LLC	384	$201K	0.14%	+7	13F-HR Timeline
KWMG, LLC	383	$201K	0.02%	-32	13F-HR Timeline
Everest Private Wealth	383	$201K	0.18%	new	13F-HR Timeline
Smart Money Group LLC	383	$200K	0.07%	new	13F-HR/A Timeline
IFG Advisors, LLC	382	$200K	0.04%	new	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	382	$200K	0.06%	new	13F-HR Timeline
Transce3nd, LLC	382	$200K	0.09%	-151	13F-HR Timeline
Dunhill Financial, LLC	376	$197K	0.09%	-236	13F-HR Timeline
Tortoise Investment Management, LLC	375	$196K	0.02%	-282	13F-HR/A Timeline
FIRST COMMUNITY TRUST NA	373	$195K	0.17%	0	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	362	$190K	0.06%	-389	13F-HR Timeline
Saudi Central Bank	362	$190K	1%	new	13F-HR Timeline
ABOUND FINANCIAL, LLC	356	$186K	0.09%	new	13F-HR Timeline
FSC Wealth Advisors, LLC	351	$184K	0.12%	0	13F-HR Timeline
Insight Inv LLC	20,304	$183K	0.13%	+20,001	13F-HR Timeline
Founders Capital Management	350	$183K	0.12%	-26	13F-HR Timeline
IMG Wealth Management, Inc.	349	$183K	0.16%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	345	$181K	0.03%		13F-HR Timeline Group
PINNEY & SCOFIELD, INC.	345	$181K	0.13%	-14	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	344	$180K	0.06%	-1,625	13F-HR Timeline
HighMark Wealth Management LLC	342	$178K	0.11%	+15	13F-HR Timeline
Private Wealth Management Group, LLC	331	$173K	0.06%	-18	13F-HR Timeline
McIlrath & Eck, LLC	330	$173K	0.02%	-11	13F-HR Timeline
Financial Avengers, Inc.	326	$171K	0.09%	-74	13F-HR/A Timeline
Standard Family Office LLC	324	$170K	0.22%	-243	13F-HR Timeline
Barnes Dennig Private Wealth Management…	323	$169K	0.26%		13F-HR Timeline
Stone House Investment Management, LLC	322	$169K	0.03%	new	13F-HR Timeline
Curat Global, LLC	320	$168K	0.2%		13F-HR Timeline
TruNorth Capital Management, LLC	318	$167K	0.04%	+184	13F-HR Timeline
Aspect Partners, LLC	315	$165K	0.09%	-16	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	306	$160K	0.17%	+1	13F-HR Timeline
Atlantic Edge Private Wealth Management…	305	$160K	0.05%	+25	13F-HR Timeline
Noble Wealth Management PBC	302	$158K	0.11%	-4	13F-HR Timeline
Western Pacific Wealth Management, LP	300	$157K	0.14%	-602	13F-HR Timeline
Marquette Asset Management, LLC	295	$155K	0.03%	-3	13F-HR Timeline
Blume Capital Management, Inc.	291	$152K	0.03%	+16	13F-HR Timeline
Fiduciary Wealth Partners, LLC	288	$151K	0.13%		13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	278	$146K	0.01%	+5	13F-HR Timeline Group
FSA Wealth Management LLC	276	$145K	0.06%	+2	13F-HR Timeline
Palouse Capital Management, Inc.	274	$143K	0.1%	-685	13F-HR Timeline
TD Capital Management LLC	269	$141K	0.01%	+1	13F-HR Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	267	$140K	0.04%	-51	13F-HR Timeline
Abound Wealth Management	265	$139K	0.05%	-1	13F-HR Timeline
Sherman Asset Management, Inc.	260	$136K	0.13%	-182	13F-HR Timeline
NewSquare Capital LLC	259	$136K	0.01%	+209	13F-HR Timeline
WFA Asset Management Corp	265	$131K	0.07%	+78	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	250	$131K	0.13%		13F-HR Timeline
Tradewinds Capital Management, LLC	245	$128K	0.03%	-2	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	244	$128K	0.02%	+3	13F-HR Timeline
Financial Life Planners	243	$127K	0.12%	-21	13F-HR Timeline
Princeton Global Asset Management LLC	241	$126K	0.03%	-23,110	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	240	$126K	0.03%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	240	$126K	0.1%	-5	13F-HR Timeline
Avion Wealth	246	$124K	0.03%	0	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	236	$123K	0.01%	+206	13F-HR Timeline Group
First PREMIER Bank	234	$123K	0.03%	0	13F-HR Timeline
Canton Hathaway, LLC	230	$120K	0.02%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	224	$117K	0.02%	0	13F-HR Timeline
WealthTrak Capital Management LLC	223	$117K	0.1%	+5	13F-HR Timeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S	222	$116K	<0.01%	0	13F-HR Timeline Group
HIGHLINE WEALTH PARTNERS LLC	219	$115K	0.04%	+19	13F-HR Timeline
REAP Financial Group, LLC	211	$110K	0.03%	+105	13F-HR Timeline
Bernard Wealth Management Corp.	210	$110K	0.05%	+5	13F-HR Timeline
North Capital, Inc.	210	$110K	0.1%		13F-HR Timeline
Fairman Group, LLC	92	$110K	0.1%	-125	13F-HR Timeline
American Capital Advisory, LLC	209	$109K	0.06%	+9	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	207	$108K	0.04%	+86	13F-HR Timeline
Smallwood Wealth Investment Management,…	204	$107K	0.07%	new	13F-HR Timeline
Slocum, Gordon & Co LLP	200	$105K	0.08%	0	13F-HR Timeline
Mendota Financial Group, LLC	194	$102K	0.11%	-117	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	193	$101K	0.01%	-34	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	191	$100K	0.34%	0	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	190	$99.5K	0.04%	new	13F-HR Timeline
Pineridge Advisors LLC	189	$99.1K	0.04%	+1	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	189	$99K	0.04%	-814	13F-HR Timeline
True Wealth Design, LLC	187	$98K	0.04%	+45	13F-HR Timeline
Retirement Wealth Solutions LLC	186	$97.4K	0.08%	+66	13F-HR Timeline
Wiser Advisor Group LLC	181	$94.8K	0.14%	+1	13F-HR Timeline
Dynamic Wealth Strategies, LLC	176	$92.2K	0.08%	new	13F-HR Timeline
Beaird Harris Wealth Management, LLC	175	$91.7K	0.01%	0	13F-HR Timeline
Bay Harbor Wealth Management, LLC	172	$90.1K	0.03%	+10	13F-HR Timeline