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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
Founders Capital Management376$190K0.12%013F-HRTimeline
FIRST COMMUNITY TRUST NA373$189K0.13%013F-HRTimeline
Keener Financial Planning LLC373$188K0.11%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …365$185K0.36%+7313F-HRTimeline
PINNEY & SCOFIELD, INC.359$182K0.14%13F-HRTimeline
FSC Wealth Advisors, LLC351$178K0.11%-11813F-HRTimeline
Private Wealth Management Group, LLC349$177K0.07%+1713F-HRTimeline
IMG Wealth Management, Inc.349$177K0.16%13F-HRTimeline
McIlrath & Eck, LLC341$173K0.02%-29413F-HRTimeline
Aspect Partners, LLC331$167K0.1%+1213F-HRTimeline
HighMark Wealth Management LLC327$165K0.1%+1013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH318$161K0.04%013F-HRTimeline
Cornerstone Planning Group LLC296$161K0.04%-1213F-HRTimeline
WORMSER FRERES GESTION309$159K0.09%+28413F-HRTimeline
Mendota Financial Group, LLC311$157K0.1%-213F-HRTimeline
Pingora Partners LLC310$157K0.1%-1013F-HRTimeline
Noble Wealth Management PBC306$155K0.11%13F-HRTimeline
Quest 10 Wealth Builders, Inc.305$154K0.15%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC304$154K0.03%-1013F-HRTimeline
Insight Inv LLC303$153K0.11%+15213F-HRTimeline
Marquette Asset Management, LLC298$151K0.02%-87813F-HRTimeline
SIERRA OCEAN, LLC289$147K0.12%13F-HRTimeline
Rialto Wealth Management, LLC281$142K0.05%13F-HRTimeline
VEGA INVESTMENT SOLUTIONS281$142K0.12%13F-HRTimeline
Atlantic Edge Private Wealth Management…280$142K0.04%-8413F-HRTimeline
Blume Capital Management, Inc.275$139K0.03%013F-HRTimeline
FSA Wealth Management LLC274$139K0.06%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co273$138K0.01%+1413F-HRTimelineGroup
Human Investing LLC273$138K0.02%new13F-HRTimeline
TD Capital Management LLC268$136K0.01%+313F-HRTimeline
Abound Wealth Management266$135K0.04%+113F-HRTimeline
Financial Life Planners264$133K0.11%13F-HRTimeline
Tradewinds Capital Management, LLC247$125K0.03%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.245$124K0.09%new13F-HRTimeline
Avion Wealth246$124K0.03%-313F-HRTimeline
DiNuzzo Private Wealth, Inc.241$122K0.02%-113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV240$121K0.03%-513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…239$121K0.05%-4813F-HRTimeline
Natixis Investment Managers Internation…237$120K0.01%013F-HRTimeline
First PREMIER Bank234$118K0.03%-4013F-HRTimeline
Cassady Schiller Wealth Management, LLC232$117K0.04%+2313F-HRTimeline
Canton Hathaway, LLC230$116K0.03%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN227$115K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC224$113K0.02%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S222$112K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.219$111K0.03%+113F-HRTimeline
WealthTrak Capital Management LLC218$110K0.09%13F-HRTimeline
Fairman Group, LLC217$110K0.09%013F-HRTimeline
Bernard Wealth Management Corp.205$104K0.05%13F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.205$104K0.1%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$101K0.03%+10713F-HRTimeline
American Capital Advisory, LLC200$101K0.06%013F-HRTimeline
Slocum, Gordon & Co LLP200$101K0.08%013F-HRTimeline
CKW FINANCIAL GROUP200$101K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.191$96.6K0.48%new13F-HRTimeline
Valued Wealth Advisors LLC188$95.2K0.06%-1813F-HRTimeline
Pineridge Advisors LLC188$95.1K0.04%+1513F-HRTimeline
WFA Asset Management Corp187$94.8K0.05%013F-HRTimeline
Activest Wealth Management187$94.7K0.03%+513F-HRTimeline
Wiser Advisor Group LLC180$91.1K0.13%+113F-HRTimeline
Vermillion Wealth Management, Inc.178$90.1K0.05%13F-HRTimeline
Beaird Harris Wealth Management, LLC175$88.5K0.01%-11213F-HRTimeline
Coston, McIsaac & Partners170$86K0.03%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.160$85.3K0.05%013F-HRTimeline
Evergreen Private Wealth LLC166$84K0.04%013F-HRTimeline
Bay Harbor Wealth Management, LLC162$81.9K0.03%+813F-HRTimeline
Quarry LP160$80.9K0.02%new13F-HRTimeline
Clark Wealth Partners159$80.4K0.06%13F-HRTimeline
Householder Group Estate & Retirement S…159$80K0.06%-2,04213F-HRTimeline
Wingate Wealth Advisors, Inc.157$79.4K0.08%13F-HRTimeline
JTC Employer Solutions Trustee Ltd126$77K0.01%013F-HRTimeline
Your Advocates Ltd., LLP150$75.9K0.03%-14813F-HRTimeline
Compass Wealth Management LLC150$75.9K0.02%013F-HRTimeline
Hoese & Co LLP150$75.9K0.07%013F-HRTimeline
New Millennium Group LLC150$75.8K0.04%+1513F-HRTimeline
Compass Planning Associates Inc147$74.5K0.08%13F-HRTimeline
Roble, Belko & Company, Inc146$74K0.01%013F-HRTimeline
Creative Capital Management Investments…146$73.9K0.03%-1413F-HRTimeline
Wood Tarver Financial Group, LLC145$73K0.02%13F-HRTimeline
True Wealth Design, LLC142$71.7K0.03%-6513F-HRTimeline
Runnymede Capital Advisors, Inc.138$69.8K0.06%13F-HRTimeline
Knuff & Co LLC135$68.3K0.02%new13F-HRTimeline
TruNorth Capital Management, LLC134$67.8K0.02%-713F-HRTimeline
Lowe Wealth Advisors, LLC134$67.6K0.03%+2613F-HRTimeline
Painted Porch Advisors LLC132$66.8K0.03%-1313F-HRTimeline
Guardian Wealth Management, Inc.130$65.9K0.04%+113F-HRTimeline
Bellwether Advisors, LLC129$65.3K0.01%new13F-HRTimeline
LGT Financial Advisors LLC125$63.2K0.14%new13F-HRTimeline
Fourth Dimension Wealth, LLC125$63.2K0.03%13F-HRTimeline
DHJJ Financial Advisors, Ltd.125$63.2K0.02%013F-HRTimeline
Financial Connections Group, Inc.125$63K0.03%-5913F-HRTimeline
Retirement Wealth Solutions LLC120$62.4K0.05%13F-HRTimeline
Tanglewood Legacy Advisors, LLC122$61.7K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC122$61.7K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV121$61K0.02%013F-HRTimeline
Ridgewood Investments LLC121$61K0.03%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.106$57.5K0.04%+9513F-HRTimeline
Redwood Park Advisors LLC113$57.2K0.05%13F-HRTimeline
Tacita Capital Inc112$56.7K0.04%+7013F-HRTimeline
VSM Wealth Advisory, LLC111$56.1K0.02%13F-HRTimeline
Financial Network Wealth Advisors LLC108$54.6K0.1%new13F-HRTimeline
REAP Financial Group, LLC106$53.8K0.01%-113F-HRTimeline
Solstein Capital, LLC104$52.6K0.03%013F-HRTimeline
10Elms LLP104$52.6K0.05%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.103$52.1K0.01%-1413F-HRTimeline
DecisionPoint Financial, LLC102$51.6K0.02%+6213F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…100$50.6K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC100$50.6K0.05%13F-HRTimeline
Horizons Wealth Management100$50.6K0.04%013F-HRTimeline
SIMA Wealth Partners, LLC100$50.6K0.04%013F-HRTimeline
Front Row Advisors LLC96$48.6K0.02%013F-HRTimeline
Bank & Trust Co96$48.6K0.04%013F-HRTimeline
Red Tortoise LLC95$48K0.03%+1813F-HRTimeline
Grayhawk Investment Strategies Inc.94$47.6K0.09%013F-HRTimeline
Cove Street Capital, LLC90$45.5K0.05%013F-HRTimeline
Gleason Group, Inc.90$45.3K0.01%-6913F-HRTimeline
WealthCollab, LLC89$45K0.03%-6313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV88$44.4K0.04%13F-HRTimeline
Legacy Investment Solutions, LLC84$44.3K0.03%-1013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…84$44.3K0.03%-1013F-HRTimelineGroup
Ruedi Wealth Management, Inc.87$44.3K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC86$43.5K<0.01%-50213F-HR/ATimeline
Copia Wealth Management83$42K0.04%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC82$41.9K0.05%+613F-HRTimeline
Kapitalo Investimentos Ltda81$41K0.03%new13F-HRTimeline
Pillar Financial Advisors, LLC80$40.5K0.03%13F-HRTimeline
Transcendent Capital Group LLC79$40K0.02%013F-HRTimeline
Evolution Advisers, Inc.77$38K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC74$37.4K<0.01%-39513F-HRTimeline
Cranbrook Wealth Management, LLC73$36.9K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.72$36.5K0.02%+113F-HRTimeline
SYNTAX RESEARCH, INC.71$35.9K0.03%013F-HRTimeline
Global Wealth Strategies & Associates70$35.4K0.01%+1713F-HRTimeline
XY Capital Ltd70$35.4K0.04%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC69$34.9K<0.01%+313F-HRTimeline
Cedar Mountain Advisors, LLC68$34.5K0.01%-913F-HRTimeline
Glass Jacobson Investment Advisors llc68$34.4K0.01%-2613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…63$31.9K0.03%013F-HRTimeline
Promus Capital, LLC63$31.9K0.02%13F-HR/ATimeline
Northwest Capital Management Inc62$31.4K0.01%013F-HRTimeline
Hurley Capital, LLC55$31.3K0.03%13F-HRTimeline
Stuart Chaussee & Associates, Inc.61$30.9K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP60$30.4K0.01%-1413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC51$30.2K0.02%13F-HRTimeline
AlphaMark Advisors, LLC60$30K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd59$29.8K0.01%new13F-HRTimeline
Battery Global Advisors, LLC58$29.2K0.02%+113F-HRTimeline
LFA - Lugano Financial Advisors SA57$28.8K0.02%013F-HRTimeline
Knott David M Jr57$28.8K0.01%013F-HRTimeline
West Financial Advisors, LLC55$27.8K0.01%013F-HRTimeline
CGC Financial Services, LLC55$27.8K0.01%013F-HRTimeline
Pflug Koory, LLC52$26.3K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.52$25.9K0.02%13F-HRTimeline
Legend Financial Advisors, Inc.51$25.8K0.02%013F-HRTimeline
NewSquare Capital LLC50$25.3K<0.01%new13F-HRTimeline
O'Brien Wealth Partners LLC50$25.3K<0.01%013F-HRTimeline
Ravenstone Capital Management Inc.50$25.3K0.01%new13F-HRTimeline
Providence First Trust Co47$23.8K0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.47$23.8K0.01%013F-HRTimeline
Lummis Asset Management, LP46$23.3K0.03%013F-HRTimeline
Robbins Farley40$20.2K0.01%013F-HRTimeline
POM Investment Strategies, LLC40$20.2K0.02%+1613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC39$20.2K0.02%+813F-HRTimeline
Kentucky Trust Co39$19.7K0.01%13F-HRTimeline
Fairway Wealth LLC35$17.7K0.01%new13F-HRTimeline
IFS Advisors, LLC33$17K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC33$16.7K0.01%13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.33$16.7K<0.01%new13F-HRTimeline
Compass Financial Services Inc31$15.7K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…31$15.7K0.01%13F-HRTimeline
Avondale Wealth Management30$15.2K0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …30$15K<0.01%-1,45113F-HRTimelineGroup
Graney & King, LLC28$14.2K0.01%13F-HRTimeline
CONQUIS FINANCIAL LLC28$14.2K0.01%13F-HRTimeline
Denver PWM, LLC27$13.7K0.01%013F-HRTimeline
JDM Financial Group LLC26$13.2K0.01%-1113F-HRTimeline
NCP Inc.26$13K0.01%013F-HRTimeline
GODSEY & GIBB, INC25$12.6K<0.01%-1813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…25$12.6K<0.01%-1513F-HRTimelineGroup
PayPay Securities Corp25$12.6K0.55%+213F-HRTimeline
Advantage Trust Co25$12.6K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC23$11.6K0.01%13F-HRTimeline
Nova Wealth Management, Inc.23$11.6K0.01%13F-HRTimeline
ESL Trust Services, LLC22$11.1K<0.01%013F-HRTimeline
Tower View Wealth Management LLC21$10.5K0.01%-62313F-HRTimeline
Stephens Consulting, LLC20$10.1K<0.01%013F-HRTimeline
Collier Financial19$9.64K0.01%13F-HRTimeline
WINNACLE WEALTH LLC20$9.62K0.01%13F-HRTimeline
Westend Capital Management, LLC19$9.61K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC18$9.11K<0.01%013F-HRTimeline
SRH ADVISORS, LLC18$9.11K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …17$8.6K<0.01%+1613F-HRTimelineGroup
Christopher J. Hasenberg, Inc17$8.6K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC17$8.6K0.01%13F-HRTimeline
FLP Wealth Management, LLC17$8.52K0.02%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD16$8.09K<0.01%-813F-HRTimeline
HBC Financial Services, PLLC17$8K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.15$7.59K<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…13$6.58K0.01%13F-HR/ATimeline
ROSS\JOHNSON & Associates LLC12$6.07K0.14%13F-HRTimeline