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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
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.104,490$52.9M1.88%+17,81513F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC104,387$52.8M0.58%-2,54213F-HRTimeline
Rafferty Asset Management, LLC104,372$52.8M0.19%+10,71213F-HRTimeline
Nippon Life Global Investors Americas, …103,750$52.5M2.42%-11,35013F-HRTimeline
UniSuper Management Pty Ltd102,789$52M0.37%+12,58713F-HRTimeline
Premier Fund Managers Ltd100,000$50.8M1.81%013F-HRTimeline
SAMLYN CAPITAL, LLCin group SAMLYN CAPITAL, LLC97,758$49.5M0.79%new13F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …97,736$49.4M2.84%+37613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC97,007$49.1M0.99%+1,28813F-HRTimelineGroup
Freestone Grove Partners LP96,645$48.9M0.6%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC96,392$48.8M0.4%-2,60913F-HRTimelineGroup
Douglass Winthrop Advisors, LLC95,427$48.3M0.94%-131,73213F-HRTimeline
NFJ INVESTMENT GROUP, LLC94,729$47.9M1.54%-1,77413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.94,646$47.9M0.05%-628,61513F-HRTimelineGroup
Advisors Capital Management, LLC93,625$47.4M0.74%-1,56213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.93,286$47.2M0.1%-46,80613F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC93,006$47M0.17%new13F-HRTimeline
GROUP ONE TRADING LLC91,424$46.2M1.57%+84,27813F-HR/ATimeline
WHITTIER TRUST CO91,213$46.1M0.61%+1,22613F-HRTimeline
DAVIS R M INC90,541$45.8M0.89%-98613F-HRTimeline
UMB Bank, n.a.90,310$45.7M0.72%-3,08113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC90,259$45.7M0.99%-57,79013F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC89,175$45.1M0.62%+1,95613F-HRTimeline
Curi Capital, LLC88,967$45M1.04%+1,94113F-HRTimeline
Provident Investment Management, Inc.87,347$44.2M4.22%-1,04413F-HRTimeline
MIZUHO SECURITIES USA LLC87,222$44.1M0.8%+27,34313F-HRTimeline
Orion Porfolio Solutions, LLC86,906$44M0.44%-2,86113F-HRTimeline
Orion Portfolio Solutions, LLC86,906$44M0.44%-2,86113F-HRTimeline
Ethic Inc.85,739$43.4M0.88%+8,71613F-HRTimeline
Quintet Private Bank (Europe) S.A.84,832$42.9M2.36%-9,94713F-HRTimeline
Douglas Lane & Associates, LLC84,702$42.8M0.6%+1,40613F-HRTimeline
Elo Mutual Pension Insurance Co84,269$42.6M0.91%-3,20213F-HRTimeline
EP Wealth Advisors, LLC83,544$42.3M0.34%-3,10613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC82,300$41.6M0.34%+46,84213F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC81,316$41.1M1.73%-1,35613F-HRTimeline
DEPRINCE RACE & ZOLLO INC81,222$41.1M0.81%+4,81713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC81,032$41M0.72%+68,53613F-HRTimelineGroup
NS Partners Ltd80,815$40.9M1.69%-85113F-HRTimeline
Avanza Fonder AB80,776$40.9M1.21%13F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P80,605$40.8M0.99%-4,63913F-HRTimeline
Aureus Asset Management, LLC80,515$40.7M2.63%-77413F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding80,096$40.5M-6,304Timeline
ROCKLAND TRUST CO79,442$40.2M2.04%+1,46113F-HRTimeline
Man Group plcin group Man Group plc79,160$40M0.12%+6,88113F-HRTimelineGroup
Obermeyer Wealth Partners78,976$40M2.08%-6,69313F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND78,900$39.9M0.73%-15313F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding78,490$39.7M+78,180Timeline
SOROS FUND MANAGEMENT LLCgroup of 2 filers holding77,913$39.4M+61,013Timeline
Aptus Capital Advisors, LLC77,467$39.2M0.47%+15,17513F-HRTimeline
Wealthfront Advisers LLC77,269$39.1M0.11%+6,94113F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.76,855$38.9M0.68%-10,40313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Railway Pension Investments Ltd76,456$38.7M0.51%-3,80013F-HRTimeline
Blue Whale Capital LLP76,152$38.5M2.86%new13F-HRTimeline
CAPITAL ADVISORS INC/OK75,974$38.4M0.77%+9,19713F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …75,870$38.4M0.63%-6,70813F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO75,597$38.2M1.31%+16,57113F-HRTimeline
PFM Health Sciences, LP75,588$38.2M2.91%013F-HRTimeline
Aquatic Capital Management LLC75,543$38.2M1.03%new13F-HRTimeline
BAILARD, INC.75,294$38.1M0.97%-39313F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding75,226$38.1M+37,275Timeline
MONTANOVA CAPITAL, LLC75,198$38M1.41%-71,64713F-HRTimeline
Park West Asset Management LLC75,100$38M3.16%+7,00013F-HRTimeline
Allworth Financial LP73,038$38M0.21%+2,56413F-HRTimeline
Senator Investment Group LP75,000$37.9M1.11%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atria Investments, Inc74,562$37.7M0.47%-12,12913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…73,746$37.3M0.32%+44713F-HRTimelineGroup
Pacer Advisors, Inc.73,275$37.1M0.08%+4,29513F-HRTimeline
Port Capital LLC72,792$36.8M1.68%+1,17413F-HRTimeline
WestEnd Advisors, LLC72,247$36.5M0.93%-7,29213F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC72,227$36.5M0.84%+39,98813F-HRTimelineGroup
BSN CAPITAL PARTNERS Ltdin group BSN CAPITAL PARTNERS Ltd72,818$36.4M1.46%+24,29813F-HRTimelineGroup
Gulf International Bank (UK) Ltd71,990$36.4M0.92%-74913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…71,940$36.4M1.19%+3,51313F-HRTimelineGroup
Hardman Johnston Global Advisors LLC71,871$36.4M1.5%+8,28913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…71,433$36.1M1%-38,91913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC70,767$35.8M0.4%-15,11413F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…69,966$35.4M0.56%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co69,828$35.3M0.47%+73813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP69,055$34.9M0.51%-1,66313F-HRTimeline
Florida Trust Wealth Management Co69,016$34.9M1.12%+2,27213F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding99,108$34.8M+7,438Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO68,603$34.7M0.63%-2,26213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP68,313$34.6M1.12%+1,26213F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …68,173$34.5M1.6%+16,68213F-HR/ATimelineGroup
SHELL ASSET MANAGEMENT CO68,152$34.5M1.51%-37513F-HRTimeline
53 HOUSE LLPin group 53 HOUSE LLP68,116$34.5M55.73%+12,85713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.67,950$34.4M0.22%+31513F-HRTimeline
CONNING INC.in group CONNING INC.67,793$34.3M1.2%-1,11813F-HRTimelineGroup
Maple Capital Management, Inc.67,732$34.3M2.52%+1,06613F-HRTimeline
Generate Investment Management Ltd67,628$34.2M2.39%+23,71013F-HRTimeline
Eagle Ridge Investment Management67,611$34.2M2.98%-59813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,586$34.2M0.03%+20,01213F-HRTimelineGroup
PENN DAVIS MCFARLAND INC67,547$34.2M3.72%+12,08513F-HRTimeline
TUDOR INVESTMENT CORP ET AL67,532$34.2M0.36%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC66,916$33.9M0.17%-3,50113F-HRTimelineGroup
Palisade Asset Management, LLC66,685$33.7M3.42%+1,43213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC66,565$33.7M1.24%-9,77013F-HRTimeline
Prime Capital Investment Advisors, LLC66,429$33.6M0.49%+1,36213F-HRTimeline
DJE Kapital AG66,702$33.6M0.79%13F-HRTimeline
MBB PUBLIC MARKETS I LLC66,094$33.4M3.96%+17,13513F-HRTimeline
F/m Investments LLC65,814$33.3M1.23%-10,05113F-HRTimeline
South Dakota Investment Council65,171$33M0.66%-2,98813F-HRTimeline
AUXIER ASSET MANAGEMENT LLC64,816$32.8M5.08%-1,72513F-HRTimeline
Ironvine Capital Partners, LLC64,359$32.6M3.49%+56713F-HRTimeline
Private Advisor Group, LLC64,282$32.5M0.18%-2,30513F-HRTimeline
AltraVue Capital, LLC64,130$32.4M2.7%013F-HRTimeline
Parsifal Capital Management, LP63,900$32.3M2.7%+27,70013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC62,896$31.8M0.72%-7,56313F-HRTimelineGroup
River Road Asset Management, LLC62,224$31.5M0.42%+20,55913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…62,025$31.4M0.98%-4213F-HRTimelineGroup
Sabal Trust CO61,926$31.3M1.81%+44313F-HRTimeline
Silvant Capital Management LLC61,263$31M1.29%-30,97913F-HRTimeline
BOKF, NAin group BOKF, NA59,205$30.8M0.52%-5,76013F-HRTimelineGroup
Rhenman & Partners Asset Management AB60,530$30.6M3.15%-12,17013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…60,109$30.5M0.46%13F-HRTimelineGroup
Night Owl Capital Management, LLC60,302$30.5M3.94%+2,54413F-HRTimeline
Galvin, Gaustad & Stein, LLC60,167$30.4M2.73%-80613F-HRTimeline
RWA WEALTH PARTNERS, LLC60,031$30.4M0.37%+56513F-HRTimeline
Avidity Partners Management LP60,000$30.4M3.03%-27,40013F-HRTimeline
BlackBarn Capital Partners LP60,000$30.4M11.95%+34,30013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC59,447$30.1M2.15%-77013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC59,358$30M0.09%+83313F-HRTimelineGroup
Beacon Pointe Advisors, LLC59,105$29.9M0.33%-4,25113F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…58,675$29.7M0.93%-2,80113F-HRTimelineGroup
Polaris Capital Management, LLC58,552$29.6M1.43%-60013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC58,546$29.6M0.66%+6,67213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO58,501$29.6M1.83%+96913F-HRTimeline
Northwest & Ethical Investments L.P.58,327$29.5M0.8%-39,39813F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.57,802$29.2M0.11%-84,69413F-HRTimelineGroup
Systematic Alpha Investments, LLC57,323$29M1.07%013F-HRTimeline
Illinois Municipal Retirement Fund57,157$28.9M0.41%013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO56,893$28.8M0.94%-1,22613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp56,846$28.8M0.87%-2,63213F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC56,816$28.7M0.69%+90813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding56,421$28.5M-765Timeline
Foundations Investment Advisors, LLC56,265$28.5M0.55%+7,96113F-HRTimeline
Homestead Advisers Corp56,200$28.4M0.69%new13F-HRTimeline
W1M Asset Management Ltd56,089$28.4M2.42%new13F-HRTimeline
LGT CAPITAL PARTNERS LTD.in group LGT CAPITAL PARTNERS LTD.56,030$28.3M1.08%-24,00613F-HRTimelineGroup
WEDGEWOOD PARTNERS INC55,384$28M5.52%-2,65113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IEQ CAPITAL, LLC55,142$27.9M0.27%-10,99013F-HRTimeline
RBF Capital, LLC55,000$27.8M1.45%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…54,849$27.7M0.55%+3,36513F-HRTimelineGroup
CHILTON INVESTMENT CO INC.54,766$27.7M0.71%+5,51413F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC54,558$27.6M2.22%-4,50013F-HRTimeline
Annex Advisory Services, LLC54,550$27.6M0.83%+12,59513F-HRTimeline
OLD NATIONAL BANCORP /IN/54,443$27.5M0.65%-1,71013F-HRTimeline
BAMCO INC /NY/in group Baron Capital54,390$27.5M0.07%-2,50013F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS54,142$27.4M1.39%-22,38713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.53,832$27.4M0.29%-19,79513F-HRTimeline
Vestcor Inc53,990$27.3M0.9%-1,29713F-HRTimeline
Azimuth Capital Investment Management L…53,866$27.2M1.06%+56113F-HRTimeline
Union Bancaire Privee, UBP SA55,396$27.2M0.47%13F-HR/ATimeline
Williams Jones Wealth Management, LLC.53,704$27.2M0.33%+1,70313F-HRTimeline
Metis Global Partners, LLC53,203$26.9M0.81%+1,02713F-HRTimeline
Hemenway Trust Co LLC53,187$26.9M2.18%+1,27113F-HRTimeline
Woodline Partners LP52,657$26.6M0.18%new13F-HRTimeline
Blue Chip Partners, LLC52,517$26.6M2.28%-14713F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The52,375$26.5M0.56%+3,10113F-HRTimelineGroup
HM PAYSON & CO52,353$26.5M0.45%-83313F-HRTimeline
HB Wealth Management, LLC51,986$26.3M0.27%+1,02913F-HRTimeline
WESBANCO BANK INC51,868$26.2M0.9%+2,36513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …51,799$26.2M0.45%-20,17513F-HRTimelineGroup
FineMark National Bank & Trust51,609$26.1M0.91%-9813F-HRTimeline
Wesleyan Assurance Society51,375$26M1.99%+11,55013F-HRTimeline
Stack Financial Management, Inc51,206$25.9M2.37%-23013F-HRTimeline
Davis Selected Advisers51,115$25.9M0.15%-1713F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP50,934$25.8M0.96%+29013F-HRTimelineGroup
Cornerstone Advisors, LLC50,703$25.6M1.02%+30013F-HRTimeline
DSG Capital Advisors, LLC50,619$25.6M4.64%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB50,557$25.6M0.72%+1,23313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC50,019$25.3M0.91%-2,04313F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI49,987$25.3M0.61%-4,90813F-HRTimeline
Badgley Phelps Wealth Managers, LLC49,944$25.3M0.59%-2,04013F-HRTimeline
Cohen Capital Management, Inc.49,942$25.3M4.22%-38313F-HRTimeline
Mill Capital Management, LLC49,819$25.2M1.99%+513F-HRTimeline
DIVERSIFIED TRUST CO49,745$25.2M0.61%+6,15813F-HRTimeline
Maryland State Retirement & Pension Sys…49,680$25.1M0.54%-3,26313F-HRTimeline
Glenview Trust Co49,572$25.1M0.47%+1,77613F-HRTimeline
Louisiana State Employees Retirement Sy…49,500$25M0.47%-2,50013F-HRTimeline
D'Orazio & Associates, Inc.49,483$25M3.69%-2,86413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC49,462$25M0.73%-1,61113F-HRTimeline
SYNOVUS FINANCIAL CORP49,296$24.9M0.32%-81713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …49,145$24.9M0.71%+9,20413F-HRTimelineGroup
Mesirow Financial Investment Management…49,161$24.9M0.49%+1,09713F-HRTimeline
NEOS Investment Management LLC48,357$24.5M0.58%+9,40313F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…47,606$24.1M0.24%-3,89013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC47,285$23.9M0.34%+2,73813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…47,094$23.8M0.24%+35,54213F-HRTimelineGroup
Choate Investment Advisors46,944$23.8M0.57%+3,74213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC46,688$23.6M1.99%+45113F-HRTimeline
CENTRAL TRUST Co46,537$23.5M0.58%-24,61613F-HRTimeline
NewEdge Wealth, LLC46,486$23.5M0.41%-65113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.46,381$23.5M0.28%-9,70313F-HRTimelineGroup
Lombard Odier Asset Management (Europe)…46,202$23.4M1.5%-15,67413F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.45,723$23.1M1.82%13F-HRTimeline
Investment Management Corp of Ontario45,553$23M0.76%+15,03213F-HRTimeline
NICOLA WEALTH MANAGEMENT LTD.45,400$23M2.17%+9,00013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding45,366$22.9M+40,010Timeline
Clearstead Advisors, LLC45,326$22.9M0.35%-60613F-HRTimeline