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
Bay Harbor Wealth Management, LLC21$6.93K<0.01%+1313F-HRTimeline
Bradley & Co. Private Wealth Management…21$6.93K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC21$6.82K0.01%13F-HRTimeline
Luminist Capital LLC20$6.6K0.01%013F-HRTimeline
Westend Capital Management, LLC19$6.27K<0.01%013F-HRTimeline
Bare Financial Services, Inc19$6.27K<0.01%+1013F-HRTimeline
Goodman Advisory Group, LLC18$5.94K<0.01%013F-HRTimeline
CGC Financial Services, LLC18$5.94K<0.01%-2313F-HRTimeline
Cedar Wealth Management, LLC17$5.72K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD16$5.28K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co16$5.28K<0.01%new13F-HRTimeline
Beutel, Goodman & Co Ltd.18$5K<0.01%013F-HRTimeline
United Financial Planning Group LLC15$4.95K<0.01%new13F-HRTimeline
LM Advisors LLC1,625$4.92K0.09%-3,11413F-HRTimeline
Luken Investment Analytics, LLC14$4.62K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates14$4.62K<0.01%-1213F-HRTimeline
Nvest Wealth Strategies, Inc.14$4.62K<0.01%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.16$4.59K<0.01%13F-HRTimeline
Catherine Avery Investment Management L…13$4.29K<0.01%013F-HRTimeline
Fairway Wealth LLC11$3.63K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC11$3.63K<0.01%13F-HRTimeline
Breakwater Investment Management10$3.3K<0.01%-313F-HRTimeline
Mountain Hill Investment Partners Corp.10$3.3K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC9$2.97K<0.01%+413F-HRTimeline
Tripletail Wealth Management, LLC9$2.97K<0.01%013F-HRTimeline
Battery Global Advisors, LLC6$2.92K<0.01%-5313F-HRTimeline
Stephens Consulting, LLC8$2.64K<0.01%new13F-HRTimeline
PFS Partners, LLC8$2.64K<0.01%013F-HRTimeline
Richardson Capital Management LLC7$2.31K<0.01%+213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7$2.31K<0.01%13F-HRTimeline
Networth Advisors, LLC7$2.31K<0.01%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI6$1.98K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)6$1.98K<0.01%new13F-HRTimeline
Sawyer & Company, Inc6$1.98K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC6$1.98K<0.01%013F-HRTimeline
Bullock Wealth Management Group4$1.33K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$1.32K<0.01%013F-HRTimeline
Osbon Capital Management LLC4$1.32K<0.01%13F-HRTimeline
Orion Capital Management LLC4$1.32K<0.01%013F-HRTimeline
VELA Investment Management, LLC4$1.32K<0.01%013F-HR/ATimeline
Financially Speaking Inc4$1.32K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3$991<0.01%013F-HRTimeline
Accordant Advisory Group Inc2$661<0.01%013F-HRTimeline
Benson Wealth Management INC2$660<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.1$339<0.01%013F-HRTimeline
CHELSEA COUNSEL CO1$331<0.01%013F-HRTimeline
Merrithew & Thorsten Inc0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
FSA Advisors, Inc.62,835$66.7Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Align Financial, LLC54,798$54.8K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
VESTOR CAPITAL, LLC856$270-12,80413F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.