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Disclosery

UNH UNITEDHEALTH GROUP INC

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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.

HolderSharesValue% of portfolioChangeSource
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …99,868$52.3M0.53%new13F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …99,292$52M3.02%+1,55613F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…99,084$51.9M0.23%+70,72413F-HRTimeline
Advisors Capital Management, LLC98,117$51.4M0.8%+4,49213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.97,206$50.9M0.4%+52,88813F-HRTimeline
OP Asset Management Ltd96,893$50.7M0.86%13F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.96,631$50.6M0.18%-10,92713F-HRTimelineGroup
&PARTNERS98,181$50.6M0.54%-13,31113F-HRTimeline
Estuary Capital Management LP95,300$49.9M12.11%new13F-HRTimeline
Prime Capital Investment Advisors, LLC95,143$49.8M0.58%+28,71413F-HRTimeline
Carnegie Investment Counsel94,831$49.7M1.18%+68,21913F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …94,604$49.5M0.72%+18,73413F-HRTimelineGroup
Qube Research & Technologies Ltd92,908$48.7M0.08%-130,12613F-HRTimeline
DEPRINCE RACE & ZOLLO INC91,453$47.9M0.99%+10,23113F-HRTimeline
Ethic Inc.91,254$47.7M0.97%+5,51513F-HRTimeline
WHITTIER TRUST CO90,683$47.5M0.66%-53013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD90,206$47.2M0.25%-213,37513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC89,830$47M0.44%-6,56213F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding89,568$46.9M-9,540Timeline
Vident Advisory, LLCin group Vident Advisory, LLC88,866$46.5M0.68%+7,83413F-HRTimelineGroup
Orion Porfolio Solutions, LLC88,073$46.1M0.45%+1,16713F-HRTimeline
Orion Portfolio Solutions, LLC88,073$46.1M0.45%+1,16713F-HR/ATimeline
Quintet Private Bank (Europe) S.A.87,554$45.9M2.7%+2,72213F-HRTimeline
Provident Investment Management, Inc.87,538$45.8M4.32%+19113F-HRTimeline
W1M Asset Management Ltd87,393$45.8M3.92%+31,30413F-HRTimeline
UMB Bank, n.a.87,107$45.6M0.75%-3,20313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IEQ CAPITAL, LLC87,056$45.6M0.36%+31,91413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,961$45.6M0.04%+20,37513F-HR/ATimelineGroup
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC86,590$45.4M1.09%-3,66913F-HRTimelineGroup
53 HOUSE LLPin group 53 HOUSE LLP86,361$45.2M39.93%+18,24513F-HRTimelineGroup
Douglas Lane & Associates, LLC85,729$44.9M0.66%+1,02713F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …85,563$44.8M2.21%+17,39013F-HR/ATimelineGroup
Rafferty Asset Management, LLC85,210$44.6M0.19%-19,16213F-HRTimeline
Parallax Volatility Advisers, L.P.85,072$44.6M1.44%-48,17613F-HRTimeline
Aptus Capital Advisors, LLC84,233$44.1M0.5%+6,76613F-HRTimeline
Night Owl Capital Management, LLC83,996$44M5.5%+23,69413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC83,570$43.8M0.67%-5,60513F-HRTimeline
EP Wealth Advisors, LLC83,141$43.5M0.35%-40313F-HRTimeline
Rakuten Investment Management, Inc.84,115$43.4M0.2%13F-HRTimeline
Wealthfront Advisers LLC81,508$42.7M0.11%+4,23913F-HRTimeline
ROCKLAND TRUST CO80,631$42.2M2.12%+1,18913F-HRTimeline
NS Partners Ltd79,928$41.9M1.84%-88713F-HRTimeline
CONNING INC.in group CONNING INC.79,230$41.5M1.45%+11,43713F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND79,068$41.4M0.8%+16813F-HRTimeline
DAVIS R M INC79,014$41.4M0.83%-11,52713F-HRTimeline
Curi Capital, LLC78,248$41M1.01%-10,71913F-HRTimeline
AltraVue Capital, LLC77,990$40.8M4.1%+13,86013F-HRTimeline
Woodline Partners LP77,751$40.7M0.26%+25,09413F-HRTimeline
Rhenman & Partners Asset Management AB77,430$40.6M4.66%+16,90013F-HRTimeline
NFJ INVESTMENT GROUP, LLC77,183$40.4M1.36%-17,54613F-HRTimeline
Blue Whale Capital LLP77,152$40.4M3.27%+1,00013F-HRTimeline
CAPITAL ADVISORS INC/OK77,077$40.4M0.8%+1,10313F-HRTimeline
STOCK YARDS BANK & TRUST CO77,022$40.3M1.44%+1,42513F-HRTimeline
Aureus Asset Management, LLC76,516$40.1M2.81%-3,99913F-HRTimeline
Obermeyer Wealth Partners75,902$39.8M2.12%-3,07413F-HRTimeline
BAILARD, INC.75,875$39.7M1.03%+58113F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding75,000$39.3M-3,490Timeline
HANTZ FINANCIAL SERVICES, INC.74,907$39.2M0.69%-1,94813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HERITAGE INVESTORS MANAGEMENT CORP74,443$39M1.34%+6,13013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT74,420$39M4.66%new13F-HRTimeline
Atria Investments, Inc74,418$39M0.5%-14413F-HRTimeline
MIZUHO SECURITIES USA LLC73,687$38.6M0.83%-13,53513F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…73,672$38.6M0.4%+26,06613F-HRTimeline
FINANCIAL COUNSELORS INC73,534$38.5M0.58%-76,97113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co73,138$38.3M0.5%+3,31013F-HRTimelineGroup
Meiji Yasuda Life Insurance Cogroup of 2 filers holding72,780$38.1M-7,316Timeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…72,552$38M1.11%+1,11913F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P72,374$37.9M0.96%-8,23113F-HRTimeline
Port Capital LLC72,132$37.8M1.71%-66013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC71,755$37.6M1.63%-9,56113F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC71,100$37.2M0.66%-6,81313F-HRTimelineGroup
MBB PUBLIC MARKETS I LLC71,033$37.2M4.29%+4,93913F-HR/ATimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…71,940$37.1M1.14%013F-HRTimelineGroup
PENN DAVIS MCFARLAND INC70,685$37M4.38%+3,13813F-HRTimeline
Park West Asset Management LLC70,450$36.9M3.01%-4,65013F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.70,000$36.7M0.15%+12,19813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…69,695$36.5M0.31%-4,05113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.69,520$36.4M0.22%+1,57013F-HRTimeline
WestEnd Advisors, LLC69,475$36.4M0.97%-2,77213F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…69,143$36.2M0.62%-82313F-HRTimeline
Maple Capital Management, Inc.68,861$36.1M2.79%+1,12913F-HRTimeline
Palisade Asset Management, LLC68,541$35.9M3.69%+1,85613F-HRTimeline
Avanza Fonder AB67,879$35.5M1.17%-12,89713F-HRTimeline
Florida Trust Wealth Management Co67,292$35.2M1.15%-1,72413F-HRTimeline
UniSuper Management Pty Ltd66,871$35M0.26%-35,91813F-HRTimeline
NEOS Investment Management LLC66,616$34.9M0.66%+18,25913F-HRTimeline
TOWNSQUARE CAPITAL LLC66,366$34.8M0.37%-4,40113F-HRTimeline
Freestone Grove Partners LP66,315$34.7M0.36%-30,33013F-HRTimeline
MANNING & NAPIER ADVISORS LLC66,184$34.7M0.43%-73,23813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP66,109$34.6M0.51%-2,94613F-HRTimeline
Solel Partners LP66,100$34.6M6.41%new13F-HRTimeline
BlackBarn Capital Partners LP66,000$34.6M11.81%+6,00013F-HRTimeline
South Dakota Investment Council65,092$34.1M0.7%-7913F-HRTimeline
HB Wealth Management, LLC64,780$33.9M0.29%+12,79413F-HRTimeline
AUXIER ASSET MANAGEMENT LLC63,896$33.5M4.99%-92013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…64,813$33.4M0.53%+4,70413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.63,606$33.3M0.34%+9,77413F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC63,307$33.2M0.78%+41113F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT68,040$33M0.87%-60,58913F-HRTimeline
Private Advisor Group, LLC62,882$32.9M0.2%-1,40013F-HRTimeline
Ironvine Capital Partners, LLC62,718$32.8M3.57%-1,64113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC62,563$32.8M0.16%-4,35313F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC62,543$32.8M0.78%+3,99713F-HRTimeline
Allworth Financial LP77,045$32.7M0.18%+4,00713F-HRTimeline
Sabal Trust CO62,252$32.6M1.81%+32613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC62,002$32.5M1.2%-4,56313F-HRTimeline
Wesleyan Assurance Society61,555$32.2M2.4%+10,18013F-HRTimeline
Silvant Capital Management LLC61,442$32.2M1.48%+17913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…61,438$32.2M1.02%-58713F-HRTimelineGroup
Beacon Pointe Advisors, LLC60,646$31.8M0.36%+1,54113F-HRTimeline
Quantitative Investment Management, LLC60,538$31.7M2.92%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC60,122$31.5M0.4%+9113F-HRTimeline
BOKF, NAin group BOKF, NA59,795$31.3M0.55%+59013F-HRTimelineGroup
Annex Advisory Services, LLC59,571$31.2M0.88%+5,02113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The59,444$31.1M0.57%+7,06913F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO59,185$31M1.98%+68413F-HRTimeline
River Road Asset Management, LLC58,770$30.8M0.42%-3,45413F-HRTimeline
Metis Global Partners, LLC58,738$30.8M0.87%+5,53513F-HRTimeline
Galvin, Gaustad & Stein, LLC58,225$30.5M2.73%-1,94213F-HRTimeline
Illinois Municipal Retirement Fund58,093$30.4M0.44%+93613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC57,626$30.2M2.18%-1,82113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC57,518$30.1M1.11%+7,49913F-HRTimeline
Systematic Alpha Investments, LLC57,323$30M1.15%013F-HRTimeline
BAMCO INC /NY/in group Baron Capital56,890$29.8M0.09%+2,50013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp56,263$29.5M0.9%-58313F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding56,181$29.4M-240Timeline
HARTFORD INVESTMENT MANAGEMENT CO56,162$29.4M1.02%-73113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC56,155$29.4M2.98%+47,90713F-HRTimeline
Northwest & Ethical Investments L.P.55,986$29.3M0.8%-2,34113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO55,960$29.3M1.19%+11,95013F-HRTimeline
SHELL ASSET MANAGEMENT CO55,876$29.3M1.39%-12,27613F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc55,173$28.9M0.42%-69,21013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Nearwater Capital Markets, Ltd55,000$28.8M0.82%new13F-HRTimeline
Blue Chip Partners, LLC54,716$28.7M2.47%+2,19913F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC54,647$28.6M2.43%+8913F-HRTimeline
Foundations Investment Advisors, LLC54,391$28.5M0.53%-1,87413F-HRTimeline
Hemenway Trust Co LLC53,943$28.3M2.3%+75613F-HRTimeline
Gulf International Bank (UK) Ltd52,824$27.7M0.95%-19,16613F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS52,546$27.5M1.13%-1,59613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP52,398$27.4M1.08%+1,46413F-HRTimelineGroup
Sequoia Financial Advisors, LLC52,290$27.4M0.21%+23,13613F-HRTimeline
WESBANCO BANK INC52,206$27.3M0.95%+33813F-HRTimeline
683 Capital Management, LLCin group 683 Capital Management, LLC52,000$27.2M2.76%new13F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.51,956$27.2M0.3%+5,57513F-HRTimelineGroup
Glenview Trust Co51,836$27.1M0.53%+2,26413F-HR/ATimeline
Polaris Capital Management, LLC51,512$27M1.54%-7,04013F-HRTimeline
FineMark National Bank & Trust51,303$26.9M0.98%-30613F-HRTimeline
Vestcor Inc51,155$26.8M0.9%-2,83513F-HRTimeline
Choate Investment Advisors50,987$26.7M0.66%+4,04313F-HRTimeline
OLD NATIONAL BANCORP /IN/50,979$26.7M0.7%-3,46413F-HRTimeline
DSG Capital Advisors, LLC50,954$26.7M5.39%+33513F-HRTimeline
Stack Financial Management, Inc50,928$26.7M2.22%-27813F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…50,800$26.6M1.06%+18,40013F-HRTimelineGroup
Azimuth Capital Investment Management L…50,689$26.5M1.06%-3,17713F-HRTimeline
Avidity Partners Management LP50,500$26.4M5.46%-9,50013F-HRTimeline
Waverly Advisors, LLC50,243$26.3M0.32%+29,72113F-HRTimeline
Parkman Healthcare Partners LLC50,213$26.3M3.12%+30,21313F-HRTimeline
Cohen Capital Management, Inc.49,942$26.2M4.48%013F-HRTimeline
GROUP ONE TRADING LLC49,640$26M1.08%-41,78413F-HRTimeline
Louisiana State Employees Retirement Sy…49,500$25.9M0.52%013F-HRTimeline
Union Bancaire Privee, UBP SA52,452$25.8M0.5%-2,94413F-HRTimeline
Mesirow Financial Investment Management…49,180$25.8M0.5%+1913F-HRTimeline
Badgley Phelps Wealth Managers, LLC49,019$25.7M0.62%-92513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,928$25.6M0.05%-746,80413F-HR/ATimelineGroup
SECURIAN ASSET MANAGEMENT, INC48,773$25.5M0.78%-68913F-HRTimeline
HM PAYSON & CO48,746$25.5M0.45%-3,60713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO48,715$25.5M0.48%-19,88813F-HRTimeline
D'Orazio & Associates, Inc.48,639$25.5M3.88%-84413F-HRTimeline
Davis Selected Advisers48,519$25.4M0.15%-2,59613F-HRTimeline
Arnhold LLC48,063$25.2M2.54%+3,51213F-HRTimeline
LGT Group Foundationin group LGT Group Foundation47,981$25.1M0.35%+18,49313F-HRTimelineGroup
DIVERSIFIED TRUST CO47,939$25.1M0.62%-1,80613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …47,801$25M0.44%-3,99813F-HRTimelineGroup
Mill Capital Management, LLC47,757$25M2%-2,06213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC47,611$24.9M0.21%-34,68913F-HRTimelineGroup
World Investment Advisors47,312$24.8M0.64%+2,51213F-HRTimeline
Hardman Johnston Global Advisors LLC47,216$24.7M1.18%-24,65513F-HRTimeline
Pacer Advisors, Inc.47,074$24.7M0.06%-26,20113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,931$24.6M0.34%-35413F-HRTimelineGroup
Callahan Advisors, LLC46,858$24.5M2.34%+3,02313F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI46,624$24.4M0.57%-3,36313F-HRTimeline
TODD ASSET MANAGEMENT LLC46,617$24.4M0.57%-10,19913F-HRTimeline
NICOLA WEALTH MANAGEMENT LTD.46,400$24.3M2.37%+1,00013F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC46,377$24.3M0.17%+7,58113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC46,333$24.3M2.12%-35513F-HRTimeline
Alberta Investment Management Corp46,289$24.2M0.17%+21,37413F-HRTimeline
NewEdge Wealth, LLC46,285$24.2M0.44%-20113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…46,038$24.1M0.48%+1,09213F-HRTimelineGroup
CENTRAL TRUST Co45,934$24.1M0.59%-60313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC45,657$23.9M0.6%+56913F-HRTimeline
Dorsey & Whitney Trust CO LLC45,632$23.9M1.38%+50613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …45,604$23.9M0.7%-3,54113F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding45,258$23.7M-108Timeline
Andra AP-fonden45,200$23.7M0.39%+3,80013F-HRTimeline
Hendershot Investments Inc.44,837$23.5M3.2%+2,20713F-HRTimeline
Hamilton Capital Partners Inc.44,704$23.4M1.5%+8,59313F-HRTimeline
Trajan Wealth LLC44,619$23.4M1.28%+5,57213F-HRTimeline
Foyston, Gordon & Payne Inc44,365$23.2M5.74%+14,27113F-HRTimeline
OAK RIDGE INVESTMENTS LLC44,071$23.1M1.92%+2,12513F-HRTimeline
JPL Wealth Management, LLC44,023$23.1M6.58%+70613F-HR/ATimeline