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
Clark Wealth Partners	171	$89.8K	0.07%	+12	13F-HR Timeline
Coston, McIsaac & Partners	170	$89K	0.03%	0	13F-HR Timeline
Valued Wealth Advisors LLC	168	$87.8K	0.05%	-20	13F-HR Timeline
Evergreen Private Wealth LLC	166	$86.9K	0.04%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	165	$86.6K	0.06%	+113	13F-HR Timeline
Financial Network Wealth Advisors LLC	165	$86.4K	0.11%	+57	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	165	$86.4K	0.03%	-74	13F-HR Timeline
Vermillion Wealth Management, Inc.	163	$85.6K	0.03%	-15	13F-HR Timeline
SIERRA OCEAN, LLC	156	$82K	0.06%	-133	13F-HR Timeline
Aster Capital Management (DIFC) Ltd	172	$81.7K	0.02%	+113	13F-HR Timeline
1248 Management, LLC	154	$80.7K	0.03%	-2,865	13F-HR/A Timeline
Your Advocates Ltd., LLP	150	$78.6K	0.03%	0	13F-HR Timeline
Hoese & Co LLP	150	$78.6K	0.07%	0	13F-HR Timeline
Spurstone Advisory Services, LLC	150	$78.6K	1.53%	new	13F-HR Timeline
Compass Planning Associates Inc	148	$77.3K	0.08%	+1	13F-HR Timeline
Creative Capital Management Investments…	146	$76.5K	0.03%	0	13F-HR Timeline
Roble, Belko & Company, Inc	146	$76K	0.01%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	143	$74.8K	0.03%	+18	13F-HR Timeline
New Millennium Group LLC	140	$73.5K	0.05%	-10	13F-HR Timeline
Orion Capital Management LLC	139	$72.8K	0.03%	-520	13F-HR Timeline
Nalls Sherbakoff Group, LLC	134	$70.2K	0.06%		13F-HR Timeline
Binnacle Investments Inc	134	$70.2K	0.05%		13F-HR Timeline
Runnymede Capital Advisors, Inc.	131	$68.6K	0.07%	-7	13F-HR Timeline
Guardian Wealth Management, Inc.	130	$68.4K	0.05%	0	13F-HR Timeline
WORMSER FRERES GESTION	128	$66.2K	0.04%	-181	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	126	$66K	0.01%	0	13F-HR Timeline
Painted Porch Advisors LLC	125	$65.5K	0.03%	-7	13F-HR Timeline
Fourth Dimension Wealth, LLC	125	$65.5K	0.03%	0	13F-HR Timeline
Hughes Financial Services, LLC	123	$64.3K	0.01%	new	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	122	$63.9K	0.03%	0	13F-HR Timeline
Ridgewood Investments LLC	121	$63.1K	0.03%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	120	$62.9K	0.01%		13F-HR Timeline Group
Rialto Wealth Management, LLC	120	$62.9K	0.02%	-161	13F-HR Timeline
Wood Tarver Financial Group, LLC	120	$62.9K	0.02%	-25	13F-HR Timeline
Kimelman & Baird, LLC	117	$61.2K	0.01%	-936	13F-HR Timeline
Redwood Park Advisors LLC	116	$60.8K	0.05%	+3	13F-HR Timeline
Anderson Financial Strategies, LLC	116	$60.7K	0.04%	new	13F-HR Timeline
Tacita Capital Inc	112	$58.7K	0.04%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	111	$58.1K	0.02%	0	13F-HR Timeline
Solstein Capital, LLC	104	$54.5K	0.03%	0	13F-HR Timeline
10Elms LLP	104	$54.5K	0.05%	0	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	104	$54.4K	<0.01%	+18	13F-HR Timeline
DecisionPoint Financial, LLC	102	$53.4K	0.02%	0	13F-HR Timeline
Cloud Capital Management, LLC	102	$53K	0.04%		13F-HR Timeline
Nova Wealth Management, Inc.	101	$52.9K	0.05%	+78	13F-HR/A Timeline
Horizons Wealth Management	100	$52.4K	0.04%	0	13F-HR Timeline
SIMA Wealth Partners, LLC	100	$52.4K	0.04%	0	13F-HR Timeline
Lowe Wealth Advisors, LLC	98	$51.2K	0.02%	-36	13F-HR Timeline
Front Row Advisors LLC	96	$50.3K	0.02%	0	13F-HR Timeline
WealthCollab, LLC	95	$49.8K	0.03%	+6	13F-HR Timeline
Grayhawk Investment Strategies Inc.	94	$49.2K	0.11%	0	13F-HR Timeline
Kentucky Trust Co	93	$48.7K	0.03%	+54	13F-HR Timeline
Quarry LP	91	$47.7K	0.01%	-69	13F-HR Timeline
Cove Street Capital, LLC	90	$47.1K	0.07%	0	13F-HR Timeline
Global Wealth Strategies & Associates	90	$47.1K	0.01%	+20	13F-HR Timeline
Gleason Group, Inc.	90	$47.1K	0.01%	0	13F-HR Timeline
Bellwether Advisors, LLC	89	$46.6K	0.01%	-40	13F-HR Timeline
Ruedi Wealth Management, Inc.	87	$45.8K	0.01%	0	13F-HR Timeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV	87	$45.7K	0.04%	-1	13F-HR Timeline
Cranbrook Wealth Management, LLC	87	$45.6K	0.01%	+14	13F-HR Timeline
O'Brien Wealth Partners LLC	87	$45.6K	0.01%	+37	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	84	$44K	0.03%	0	13F-HR Timeline Group
Copia Wealth Management	83	$43.5K	0.04%	0	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	82	$43K	0.06%	0	13F-HR Timeline
Red Tortoise LLC	81	$42.4K	0.02%	-14	13F-HR Timeline
IAG Wealth Partners, LLC	80	$41.9K	0.01%	new	13F-HR Timeline
Compass Wealth Management LLC	80	$41.9K	0.01%	-70	13F-HR Timeline
Pillar Financial Advisors, LLC	80	$41.9K	0.03%	0	13F-HR Timeline
Robinswood Financial LLC	77	$40.3K	0.01%	new	13F-HR Timeline
Evolution Advisers, Inc.	75	$39K	0.02%	-2	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	72	$38K	0.02%	0	13F-HR Timeline
Keener Financial Planning LLC	73	$38K	0.02%	-300	13F-HR Timeline
SYNTAX RESEARCH, INC.	67	$35.1K	0.02%	-4	13F-HR Timeline
Financial Connections Group, Inc.	67	$35K	0.02%	-58	13F-HR Timeline
Kiker Wealth Management, LLC	66	$34.6K	0.02%	new	13F-HR Timeline
Glass Jacobson Investment Advisors llc	68	$34.4K	0.01%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	65	$34.2K	0.01%	-3	13F-HR Timeline
Signature Resources Capital Management,…	63	$33K	0.03%	0	13F-HR Timeline
Promus Capital, LLC	63	$33K	0.03%	0	13F-HR/A Timeline
Northwest Capital Management Inc	62	$32.5K	0.01%	0	13F-HR Timeline
Riggs Asset Managment Co. Inc.	62	$32.5K	0.01%	-157	13F-HR Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…	62	$32K	<0.01%	+50	13F-HR Timeline Group
Stuart Chaussee & Associates, Inc.	61	$31.9K	0.01%	0	13F-HR Timeline
Graney & King, LLC	60	$31.5K	0.02%	+32	13F-HR Timeline
Battery Global Advisors, LLC	58	$30.3K	0.02%	0	13F-HR Timeline
eCIO, Inc.	57	$29.9K	0.01%		13F-HR Timeline
Knott David M Jr	57	$29.9K	0.01%	0	13F-HR Timeline
West Financial Advisors, LLC	55	$28.8K	0.01%	0	13F-HR Timeline
Hurley Capital, LLC	55	$28.8K	0.02%	0	13F-HR Timeline
Bayforest Capital Ltd	55	$28.8K	0.01%	+48	13F-HR/A Timeline
Pflug Koory, LLC	52	$27.2K	0.02%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	49	$25.7K	<0.01%	-25	13F-HR Timeline
Kathleen S. Wright Associates Inc.	47	$24.6K	0.01%	0	13F-HR Timeline
Lummis Asset Management, LP	46	$24.1K	0.02%	0	13F-HR Timeline
Investors Research Corp	45	$23.6K	0.01%	+38	13F-HR Timeline
CGC Financial Services, LLC	45	$23.6K	0.01%	-10	13F-HR Timeline
GODSEY & GIBB, INC	44	$23K	<0.01%	+19	13F-HR Timeline
Fairway Wealth LLC	40	$20.9K	0.01%	+5	13F-HR Timeline
Principia Wealth Advisory, LLC	31	$17.9K	0.02%	+8	13F-HR Timeline
IFS Advisors, LLC	33	$17.6K	0.01%	0	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	31	$16.3K	0.02%	0	13F-HR Timeline
Compass Financial Services Inc	31	$16.2K	0.01%	0	13F-HR Timeline
Avondale Wealth Management	30	$15.7K	0.01%	0	13F-HR Timeline
CAAS CAPITAL MANAGEMENT LP	30	$15.7K	0.01%	new	13F-HR Timeline
ROSS\JOHNSON & Associates LLC	30	$15.7K	0.27%	+18	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	30	$15.6K	0.01%	-21	13F-HR Timeline
CURIO WEALTH, LLC	1	$15K	0.11%	new	13F-HR Timeline
WINNACLE WEALTH LLC	29	$14.9K	0.01%	+9	13F-HR Timeline
First Pacific Financial	27	$14.1K	<0.01%	-1,991	13F-HR Timeline
PFG Private Wealth Management, LLC	27	$14.1K	0.01%	+18	13F-HR Timeline
Christopher J. Hasenberg, Inc	27	$14.1K	0.01%	+10	13F-HR Timeline
JDM Financial Group LLC	26	$13.6K	0.01%	0	13F-HR Timeline
NCP Inc.	26	$13.5K	0.02%	0	13F-HR Timeline
Minot DeBlois Advisors LLC	25	$13.1K	0.01%	-75	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	25	$13.1K	<0.01%	0	13F-HR Timeline Group
Advantage Trust Co	25	$13.1K	0.01%	0	13F-HR Timeline
POM Investment Strategies, LLC	24	$12.6K	0.01%	-16	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	22	$12K	0.01%	-17	13F-HR Timeline
ESL Trust Services, LLC	22	$11.5K	<0.01%	0	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	22	$11.5K	0.01%	-100	13F-HR Timeline
EQ WEALTH ADVISORS, LLC	22	$11.5K	0.01%	new	13F-HR Timeline
von Borstel & Associates, Inc.	22	$11K	<0.01%	new	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	20	$10.5K	<0.01%	new	13F-HR Timeline
Resolute Advisors LLC	20	$10.5K	<0.01%	-398	13F-HR Timeline
Collier Financial	19	$10K	0.01%	0	13F-HR Timeline
Westend Capital Management, LLC	19	$9.95K	<0.01%	0	13F-HR Timeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	18	$9.43K	<0.01%	0	13F-HR Timeline
SRH ADVISORS, LLC	18	$9.43K	<0.01%	0	13F-HR Timeline
Goodman Advisory Group, LLC	18	$9.43K	<0.01%	new	13F-HR/A Timeline
Gold Investment Management Ltd.	18	$9.43K	<0.01%	+10	13F-HR Timeline
Beutel, Goodman & Co Ltd.	18	$9K	<0.01%	new	13F-HR/A Timeline
FLAGSHIP WEALTH ADVISORS, LLC	17	$8.9K	<0.01%	0	13F-HR/A Timeline
PayPay Securities Corp	16	$8.88K	0.51%	-9	13F-HR Timeline
Pacifica Partners Inc.	16	$8.65K	<0.01%	+7	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	16	$8.38K	0.01%	0	13F-HR Timeline
Stephens Consulting, LLC	16	$8.38K	<0.01%	-4	13F-HR Timeline
Tower View Wealth Management LLC	16	$8.26K	<0.01%	-5	13F-HR Timeline
Morton Brown Family Wealth, LLC	14	$7.33K	<0.01%	new	13F-HR Timeline
Catherine Avery Investment Management L…	13	$6.81K	0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	12	$6.29K	<0.01%	0	13F-HR Timeline
Parkworth Wealth Management, Inc.	11	$5.76K	<0.01%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	10	$5.24K	<0.01%	0	13F-HR Timeline
Mountain Hill Investment Partners Corp.	10	$5.24K	0.01%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	9	$4.73K	<0.01%	0	13F-HR Timeline
Carolina Wealth Advisors, LLC	8	$4.19K	<0.01%	0	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	7	$3.67K	<0.01%	+2	13F-HR Timeline
Uniplan Investment Counsel, Inc.	6	$3.23K	<0.01%	new	13F-HR Timeline
Cedar Wealth Management, LLC	6	$3.14K	<0.01%	0	13F-HR Timeline
HFM Investment Advisors, LLC	5	$2.62K	<0.01%		13F-HR Timeline
Ravenstone Capital Management Inc.	5	$2.62K	<0.01%	-45	13F-HR Timeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	4	$2.1K	<0.01%	new	13F-HR Timeline
Bear Mountain Capital, Inc.	5	$2.08K	<0.01%	new	13F-HR Timeline
Breakwater Investment Management	3	$1.57K	<0.01%	0	13F-HR Timeline
Richardson Capital Management LLC	2	$1.05K	<0.01%	new	13F-HR Timeline
MorganRosel Wealth Management, LLC	2	$1.05K	<0.01%	new	13F-HR Timeline
Caitong International Asset Management …	2	$1.05K	<0.01%	new	13F-HR Timeline
PEAK6 LLCin group PEAK6 LLC	2	$998	<0.01%	+1	13F-HR Timeline Group
West Oak Capital, LLC	125	$655	0.03%	0	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-11,790	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.