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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
COLDSTREAM CAPITAL MANAGEMENT INC35,948$14.9M0.19%+60713F-HRTimeline
Stonebridge Capital Advisors LLC35,863$14.9M0.95%-59213F-HRTimeline
OBERNDORF WILLIAM E35,553$14.8M26.86%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATTERN CAPITAL MANAGEMENT, LLC35,240$14.6M1.71%-3,54513F-HRTimeline
Y-Intercept (Hong Kong) Ltd35,009$14.6M0.29%new13F-HRTimeline
Metis Global Partners, LLC34,376$14.3M0.32%-3,78813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …34,359$14.3M0.19%-7,77113F-HRTimelineGroup
Argent Trust Co34,155$14.2M0.41%+8813F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI33,870$14.1M0.28%-65,73813F-HRTimeline
Horizon Investments, LLC33,854$14.1M0.15%-3,10213F-HRTimeline
Vestcor Inc33,700$14M0.35%+1,74513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding33,688$14M+2,703Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.33,642$14M1.6%-8,65313F-HRTimeline
Jessup Wealth Management, Inc33,489$13.9M4.15%+5,69513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…33,445$13.9M0.27%+1,80413F-HRTimelineGroup
Summit Trail Advisors, LLC33,330$13.9M0.17%+4,05713F-HRTimeline
Integrated Wealth Concepts LLC33,206$13.8M0.09%+3,60813F-HR/ATimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD33,205$13.8M0.05%+18,97913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC32,198$13.8M0.26%+13,97213F-HRTimeline
Bragg Financial Advisors, Inc33,058$13.7M0.37%-8713F-HRTimeline
One Fin Capital Management LP33,000$13.7M4.8%013F-HRTimeline
Focus Financial Network, Inc.32,977$13.7M0.42%-1,53713F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP32,963$13.7M0.84%+14,41513F-HRTimelineGroup
CENTRAL TRUST Co32,888$13.7M0.25%+18813F-HRTimeline
Everest Financial Group LLC32,682$13.6M1.84%-1,28313F-HRTimeline
SteelPeak Wealth, LLC32,301$13.4M0.35%-11,93713F-HRTimeline
Ninety One SA (Pty) Ltd32,257$13.4M0.73%+21,11513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,289$13.4M0.08%-9,43313F-HRTimelineGroup
Empirical Finance, LLC32,262$13.4M0.56%-22713F-HRTimeline
GUARDIAN CAPITAL LPgroup of 2 filers holding32,209$13.4M-356Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …31,848$13.3M0.32%-3,99813F-HRTimelineGroup
683 Capital Management, LLCin group 683 Capital Management, LLC32,000$13.3M1.22%013F-HRTimelineGroup
E. Ohman J:or Asset Management AB31,689$13.2M0.31%+91013F-HRTimeline
Simplicity Wealth,LLC31,667$13.2M0.44%+19,33013F-HRTimeline
Soltis Investment Advisors LLC31,654$13.2M0.76%+1,42213F-HRTimeline
Merit Financial Group, LLC31,551$13.1M0.08%+5,78713F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC31,341$13M0.24%+14,61013F-HRTimeline
Teamwork Financial Advisors, LLC31,314$13M1.21%+29,71213F-HRTimeline
Violich Capital Management, Inc.31,254$13M1.41%+25013F-HRTimeline
Waverly Advisors, LLC31,173$13M0.08%-40913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…31,096$12.9M0.18%-1,06813F-HRTimelineGroup
Taikang Asset Management (Hong Kong) Co…30,960$12.9M1.17%-3,28913F-HRTimeline
Rathbones Group PLC30,911$12.8M0.05%-6,99513F-HRTimeline
Florida Trust Wealth Management Co30,900$12.8M0.32%-2,03713F-HRTimeline
Asio Capital, LLC30,746$12.8M1.64%-2,60313F-HRTimeline
Gryphon Financial Partners LLC30,724$12.8M1.13%+98913F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC30,468$12.7M0.85%-3013F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC30,090$12.5M0.83%+4,43913F-HRTimelineGroup
STEADFAST CAPITAL MANAGEMENT LP30,050$12.5M0.38%new13F-HRTimeline
ELWOOD CAPITAL PARTNERS LP30,028$12.5M9.1%+20,00013F-HRTimeline
GAMMA Investing LLC30,011$12.5M0.46%+8,31513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,010$12.5M0.11%+3,04113F-HRTimelineGroup
Ally Financial Inc.in group Ally Financial Inc.30,000$12.5M1.61%013F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…29,919$12.4M1.02%-20213F-HRTimeline
Foyston, Gordon & Payne Inc29,851$12.4M2.65%+38413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC29,737$12.4M0.06%+16,72913F-HR/ATimeline
CX Institutional29,729$12.4M0.36%+53513F-HRTimeline
MGO ONE SEVEN LLC29,713$12.3M0.2%+4,51413F-HRTimeline
Cornerstone Advisors, LLC29,599$12.3M0.41%new13F-HRTimeline
Washington Trust Bank29,521$12.3M0.86%-5,64813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA29,498$12.3M0.54%-95013F-HRTimeline
ExodusPoint Capital Management, LP29,432$12.2M0.11%-11813F-HRTimeline
North Dakota State Investment Board29,272$12.2M0.49%+2,90413F-HRTimeline
Hardman Johnston Global Advisors LLC29,181$12.1M0.43%+4,87313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich29,147$12.1M0.03%-11,67313F-HRTimeline
Heritage Trust Co29,111$12.1M1.05%+40913F-HRTimeline
Americana Partners, LLC29,074$12.1M0.27%+5,00413F-HRTimeline
Osmosis Investment Management UK Ltd28,873$12M0.56%-26,83913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp28,869$12M1.43%-1,96013F-HRTimelineGroup
HENNESSY ADVISORS INC28,850$12M0.38%-65013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd28,839$12M0.76%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC28,522$11.9M0.32%+72813F-HRTimeline
Live Oak Private Wealth LLC28,355$11.8M1.47%-3,06113F-HRTimeline
Slate Path Capital LP28,300$11.8M0.16%new13F-HRTimeline
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.28,144$11.7M0.45%-30,08013F-HRTimelineGroup
Anchor Investment Management, LLC28,060$11.7M0.88%-1,35113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.27,760$11.5M0.24%-1,24813F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC27,758$11.5M0.05%+16,69313F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC27,680$11.5M2.43%-1,20813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…27,511$11.4M0.3%+1,09213F-HRTimelineGroup
REDWOOD CAPITAL MANAGEMENT, LLCin group REDWOOD CAPITAL MANAGEMENT, L…27,500$11.4M1.23%013F-HRTimelineGroup
Summit Financial, LLC27,417$11.4M0.12%+1,12713F-HRTimeline
Blue Zone Wealth Advisors, LLC27,416$11.4M1.99%-53413F-HRTimeline
Titan Investment Solutions Ltdgroup of 2 filers holding27,166$11.3M-4,818Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…27,021$11.2M0.56%+6513F-HRTimeline
Aquatic Capital Management LLC27,000$11.2M0.39%-80,79613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise26,885$11.2M0.6%+7,36113F-HRTimelineGroup
Caprock Group, LLC26,856$11.2M0.21%+4,90613F-HRTimeline
Principle Wealth Partners LLC26,657$11.1M0.55%-20513F-HRTimeline
Catalyst Funds Management Pty Ltd26,560$11M0.62%new13F-HRTimeline
PARUS FINANCE (UK) Ltd26,515$11M2.88%-53413F-HRTimeline
Mirador Capital Partners LP26,503$11M1.35%+38813F-HRTimeline
Marietta Wealth Management, LLC26,173$10.9M1.12%+84613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP26,164$10.9M1.06%+5,23213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG27,201$10.9M0.16%+3,05013F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC26,098$10.8M0.45%+21413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC26,083$10.8M0.6%+7613F-HRTimeline
Parallel Advisors, LLC25,989$10.8M0.17%+1,66413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp25,899$10.8M0.18%-37013F-HRTimelineGroup
Icon Wealth Advisors, LLC25,806$10.7M0.65%+3,23013F-HRTimeline
Arkadios Wealth Advisors25,742$10.7M0.16%+98213F-HRTimeline
DJE Kapital AG25,750$10.7M0.2%+5,55013F-HRTimeline
Tema ETFs LLC25,668$10.7M0.34%+1,68213F-HRTimeline
Bryn Mawr Trust Advisors, LLC25,559$10.6M0.46%-22213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC25,262$10.5M0.41%-2,07113F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.25,200$10.5M0.55%+16,70013F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…25,173$10.5M0.08%+3,53813F-HRTimeline
San Luis Wealth Advisors LLC24,975$10.4M1.56%+23013F-HRTimeline
QV Investors Inc.24,874$10.3M0.8%-68013F-HRTimeline
SHELTON CAPITAL MANAGEMENT24,849$10.3M0.19%-9,33113F-HRTimeline
FORA Capital, LLC24,857$10.3M0.71%-23,45713F-HRTimeline
EP Wealth Advisors, LLC24,815$10.3M0.04%+2,15613F-HRTimeline
BRIGHTON JONES LLC24,767$10.3M0.19%+2,44213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,133$10.3M0.37%-39813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC24,723$10.3M1.18%+3313F-HRTimeline
Chesley Taft & Associates LLC24,620$10.2M0.4%-32713F-HRTimeline
GF FUND MANAGEMENT CO. LTD.24,588$10.2M0.12%+26013F-HRTimeline
Carnegie Lake Advisors LLC24,446$10.2M3.79%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC24,404$10.1M0.08%+2,05413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,381$10.1M-243Timeline
L & S Advisors Inc24,250$10.1M1.04%new13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.24,246$10.1M0.76%-10813F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC24,171$10M1.98%-3,64413F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding23,990$9.97M+10,621Timeline
Concord Investment Counsel Inc.24,054$9.97M2.72%-2313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd23,876$9.92M0.13%-14,64313F-HRTimelineGroup
Siemens Fonds Invest GmbH23,859$9.92M0.49%+45713F-HRTimeline
PIONEER TRUST BANK N A/OR23,854$9.91M2.25%-1,29913F-HRTimeline
HARBOUR INVESTMENTS, INC.23,835$9.91M0.13%-4,11213F-HRTimeline
Marks Group Wealth Management, Inc23,818$9.9M0.86%-16,05213F-HRTimeline
Prime Capital Investment Advisors, LLC23,773$9.88M0.1%-2,90913F-HRTimeline
AMICA MUTUAL INSURANCE CO23,712$9.86M0.82%-1,06413F-HRTimeline
Global Retirement Partners, LLC23,702$9.85M0.15%13F-HRTimeline
BRIDGER MANAGEMENT, LLC23,699$9.85M6.56%new13F-HRTimeline
WEDBUSH SECURITIES INC23,548$9.79M0.25%-4,24213F-HRTimeline
Fulcrum Capital LLC23,494$9.76M1.98%-1,50013F-HRTimeline
FIRST AMERICAN BANK23,464$9.75M0.54%+98413F-HRTimeline
Ashton Thomas Private Wealth, LLC23,459$9.75M0.2%+46313F-HRTimeline
Victrix Investment Advisors23,443$9.74M4.08%+1,87513F-HRTimeline
Farther Finance Advisors, LLC23,255$9.67M0.08%+1,49113F-HRTimeline
Independent Advisor Alliance23,140$9.62M0.23%+1,88813F-HRTimeline
Obermeyer Wealth Partners23,140$9.62M0.39%-89,33113F-HRTimeline
Consolidated Investment Group LLC23,130$9.61M0.84%013F-HRTimeline
Plato Investment Management Ltd23,178$9.58M0.55%+4,86313F-HRTimeline
Hamilton Capital Partners Inc.23,023$9.57M0.28%-52913F-HRTimeline
Red Door Wealth Management, LLC22,967$9.55M0.87%+40713F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC22,794$9.47M0.89%new13F-HRTimeline
Banque de Luxembourg S.A.22,683$9.43M4.45%-1,52713F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…22,589$9.39M0.92%+3413F-HRTimeline
GAMCO Investors (Gabelli)group of 3 filers holding22,580$9.38M+813Timeline
SPINNAKER TRUST22,525$9.36M0.45%-4,95713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP22,442$9.33M0.01%-170,66913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT22,405$9.31M0.14%+8,45213F-HR/ATimeline
Texas Capital Bank Wealth Management Se…22,258$9.25M0.5%-1,02913F-HRTimeline
SIGNATUREFD, LLC22,240$9.24M0.12%+2,48013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,200$9.23M0.11%-2,35113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH22,058$9.17M1.51%-1,02013F-HRTimeline
WP Advisors, LLC21,846$9.08M2.2%-1,49913F-HRTimeline
Turtle Creek Wealth Advisors, LLC21,800$9.06M0.48%+2,99213F-HRTimeline
Bretton Capital Management, LLC21,700$9.02M7.2%013F-HRTimeline
PINNACLE ASSOCIATES LTD21,693$9.02M0.1%+10913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC21,632$8.99M0.88%-38113F-HRTimeline
Penobscot Investment Management Company…21,503$8.94M0.61%+54113F-HRTimeline
Unison Asset Management LLC21,421$8.9M3.62%+55813F-HRTimeline
Checchi Capital Advisers, LLC21,340$8.87M0.56%+1113F-HRTimeline
Sather Financial Group Inc21,325$8.86M0.51%+23313F-HRTimeline
J.W. COLE ADVISORS, INC.21,280$8.84M0.15%+96213F-HRTimeline
Westerkirk Capital Inc.21,165$8.8M0.85%-3,32213F-HRTimeline
McGinn Penninger Investment Management,…21,126$8.78M5.34%-16513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC21,037$8.74M0.15%+94213F-HRTimeline
Great Waters Wealth Management20,620$8.57M0.79%+1,88413F-HRTimeline
LOWE BROCKENBROUGH & CO INC20,450$8.5M0.38%-2413F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC20,414$8.48M0.15%+1,53413F-HRTimeline
Oak Thistle LLC20,411$8.48M0.82%+2,19113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,268$8.42M0.13%+1,98713F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT20,186$8.39M0.12%-41313F-HRTimeline
Greenwich Wealth Management LLC20,074$8.34M0.3%+1513F-HRTimeline
Saranac Partners Ltd20,032$8.34M2.68%+6613F-HRTimeline
BOCHK Asset Management Ltd19,975$8.3M1.31%+13,38513F-HRTimeline
Parcion Private Wealth LLC19,889$8.27M0.46%+17,38213F-HRTimeline
World Investment Advisors29,267$8.19M0.14%-2,14113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,673$8.18M0.06%-7,99613F-HRTimeline
BURNEY CO/19,625$8.16M0.22%-93013F-HRTimeline
Foundations Investment Advisors, LLC19,604$8.15M0.08%+1,07313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC19,555$8.13M0.24%+2,75013F-HRTimelineGroup
LEE DANNER & BASS INC19,547$8.12M0.47%-14013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,543$8.12M0.1%+1,54313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,280$8.01M0.17%+13613F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…19,114$7.94M0.11%+6613F-HRTimelineGroup
Capital Investment Advisors, LLC19,054$7.92M0.1%+33313F-HRTimeline
BLI - Banque de Luxembourg Investments18,793$7.9M0.28%-23,89013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,946$7.87M0.1%+4,20113F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P18,849$7.83M0.64%+3,80413F-HRTimelineGroup
Brooklands Fund Management Ltd18,214$7.8M6.1%-413F-HRTimeline
WealthPlan Investment Management, LLC18,649$7.75M0.39%-3,14913F-HRTimeline
Stolper Co18,531$7.7M1.99%-43,89313F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC18,500$7.69M0.39%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC18,403$7.65M0.79%+99813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,312$7.61M0.08%+1,42913F-HRTimelineGroup
NorthCrest Asset Manangement, LLC17,624$7.61M0.2%+2,07913F-HRTimeline