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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
GAM Holding AGin group GAM Holding AG45,274$22.9M1.71%+12,49913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC45,126$22.8M1.26%+14113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC45,088$22.8M0.56%+72913F-HRTimeline
Meridiem Capital Partners LP45,030$22.8M2.14%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…44,946$22.7M0.44%+1,91013F-HRTimelineGroup
World Investment Advisors44,800$22.7M0.62%+3,22513F-HRTimeline
Focus Financial Network, Inc.44,709$22.6M0.9%-1,72513F-HRTimeline
Arnhold LLC44,551$22.5M2.22%+55513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.44,318$22.4M0.17%-69,75713F-HRTimeline
BRIGHTON JONES LLC44,249$22.4M0.65%+28,23113F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…44,175$22.3M0.05%-2,51513F-HR/ATimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD44,020$22.3M0.75%-1,00013F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO44,010$22.3M0.89%-3,25013F-HRTimeline
Dana Investment Advisors, Inc.43,901$22.2M0.73%+11613F-HRTimeline
Callahan Advisors, LLC43,835$22.2M2.09%+26613F-HRTimeline
JPL Wealth Management, LLC43,317$21.9M6.28%13F-HRTimeline
Cable Car Capital, LP43,000$21.8M1.66%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.42,744$21.6M0.29%+1,04513F-HRTimelineGroup
PITTENGER & ANDERSON INC42,634$21.6M0.78%+13613F-HRTimeline
FIRST AMERICAN BANK42,634$21.6M1.52%+1,18713F-HRTimeline
Hendershot Investments Inc.42,630$21.6M2.94%+1,05513F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …42,546$21.5M1.12%+94013F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 3 filers holding42,483$21.5M+5,269Timeline
TCV Trust & Wealth Management, Inc.42,246$21.4M1.97%-17113F-HRTimeline
BURNEY CO/42,032$21.3M0.75%-92313F-HRTimeline
E. Ohman J:or Asset Management AB41,970$21.2M0.49%+4,59013F-HRTimeline
OAK RIDGE INVESTMENTS LLC41,946$21.2M1.67%+2,22713F-HRTimeline
D.A. DAVIDSON & CO.41,791$21.1M0.17%-2,69713F-HRTimeline
Andra AP-fonden41,400$20.9M0.34%+70013F-HRTimeline
BRAUN STACEY ASSOCIATES INC40,983$20.7M0.77%-4,95813F-HRTimeline
First National Trust Co40,412$20.4M0.77%-50113F-HRTimeline
Empowered Funds, LLC40,399$20.4M0.3%+8,30213F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.40,326$20.4M0.95%+27,12613F-HRTimeline
PATTEN & PATTEN INC/TN40,277$20.4M1.35%+87013F-HRTimeline
Snowden Capital Advisors LLC40,202$20.3M0.63%-11,22513F-HRTimeline
Napean Trading & Investment Co (Singapo…40,163$20.3M5.03%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…40,162$20.3M1.07%+32,75013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC40,112$20.3M0.53%-50213F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…40,041$20.3M0.05%-372,13313F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC39,952$20.2M0.58%-1,47713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,923$20.2M0.45%-1,03913F-HRTimelineGroup
Advisors Asset Management, Inc.39,729$20.1M0.37%-1,36513F-HR/ATimeline
BARLOW WEALTH PARTNERS, LLC36,704$19.9M2.52%+2,25013F-HRTimeline
CHOREO, LLC39,204$19.9M0.29%+3,13213F-HRTimeline
Trajan Wealth LLC39,047$19.8M1.09%+4,74713F-HRTimeline
TRUST CO OF VERMONT38,993$19.7M0.96%+3,26813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding38,845$19.7M-1,345Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC38,796$19.6M0.13%+12,55013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC38,613$19.5M0.44%+3,66513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC38,538$19.5M0.64%+72713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST CITIZENS BANK & TRUST CO38,520$19.5M0.36%-2,53413F-HRTimeline
Vinva Investment Management Ltd38,079$19.3M0.74%-1,01813F-HRTimeline
First Financial Bankshares Inc38,193$19.3M0.42%+11213F-HRTimeline
CIM, LLC38,052$19.2M2.74%-13413F-HRTimeline
LMCG INVESTMENTS, LLC37,974$19.2M1.18%+4,02213F-HRTimeline
Private Capital Advisors, Inc.37,937$19.2M2.28%-13813F-HRTimeline
Compagnie Lombard Odier SCmA37,236$18.8M0.28%+3,42713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC37,235$18.8M1.63%+57013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC37,203$18.8M0.77%+1,24513F-HRTimeline
JLB & ASSOCIATES INC37,008$18.7M2.54%-27813F-HRTimeline
Copeland Capital Management, LLC36,868$18.7M0.35%-5,95813F-HRTimeline
APPLETON PARTNERS INC/MA36,843$18.6M1.38%-80313F-HRTimeline
PINNACLE ASSOCIATES LTD36,682$18.6M0.25%-3,86813F-HRTimeline
HUB Investment Partners, LLC36,404$18.4M0.77%-97413F-HRTimeline
LGT Fund Management Co Ltd.36,351$18.4M1.61%+40313F-HRTimeline
Modera Wealth Management, LLC36,336$18.4M0.22%-20113F-HRTimeline
Narwhal Capital Management36,161$18.3M1.62%-6,68713F-HRTimeline
Hamilton Capital Partners Inc.36,111$18.3M1.36%+3,08113F-HRTimeline
Independent Advisor Alliance36,104$18.3M0.24%-2,07513F-HRTimeline
Violich Capital Management, Inc.35,755$18.1M2.35%-1,67013F-HRTimeline
Canada Post Corp Registered Pension Plan35,593$18M1.06%13F-HRTimeline
Act Two Investors LLC35,357$17.9M3.48%-29,31913F-HRTimeline
Atle Fund Management AB35,202$17.9M8.48%-28813F-HRTimeline
Stillwater Capital Advisors, LLC35,267$17.8M2.21%+34813F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC35,223$17.8M0.08%-164,23713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…35,099$17.8M0.61%+20513F-HRTimelineGroup
Cumberland Partners Ltdin group Cumberland Partners Ltd35,030$17.7M1.24%-25,94413F-HRTimelineGroup
Atria Wealth Solutions, Inc.34,991$17.7M0.19%-2,63013F-HRTimeline
ALBION FINANCIAL GROUP /UT34,833$17.6M1.21%-1,17413F-HRTimeline
Argent Trust Co34,820$17.6M0.72%+1,60613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,565$17.5M1.64%-25613F-HRTimeline
Parallel Advisors, LLC34,536$17.5M0.39%-2,10213F-HRTimeline
FIRST MERCHANTS CORP34,534$17.5M0.67%+1613F-HRTimeline
SHELTON CAPITAL MANAGEMENT34,200$17.3M0.43%+4,18213F-HRTimeline
Ashton Thomas Private Wealth, LLC33,869$17.1M0.67%-2,10113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,845$17.1M0.24%-8,60113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC33,843$17.1M0.92%-4,41213F-HR/ATimeline
GARRISON BRADFORD & ASSOCIATES INC33,798$17.1M17.91%-22613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,760$17.1M0.7%-39113F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA33,503$16.9M3.2%+17313F-HRTimeline
QV Investors Inc.33,304$16.8M1.74%-28,13013F-HRTimeline
OneDigital Investment Advisors LLC33,289$16.8M0.2%+3,05613F-HRTimeline
Alpha Cubed Investments, LLC33,054$16.7M0.76%-52,89513F-HRTimeline
Stonebridge Capital Advisors LLC32,634$16.5M1.33%+1,36913F-HRTimeline
Raub Brock Capital Management LP32,629$16.5M3.51%+39313F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…32,400$16.4M0.62%013F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC32,346$16.4M1.81%+2,28813F-HRTimeline
Chesley Taft & Associates LLC32,129$16.3M0.75%+25813F-HRTimeline
LBP AM SA32,038$16.2M0.22%-33,57913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,034$16.2M0.17%+1,41213F-HRTimelineGroup
Empirical Finance, LLC31,818$16.1M0.93%-40513F-HRTimeline
Venturi Wealth Management, LLC31,753$16.1M0.79%+2,77013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp31,713$16M1.01%-64913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding31,534$16M+1,375Timeline
B. Riley Wealth Advisors, Inc.31,405$15.9M0.52%-6,82013F-HRTimeline
Engineers Gate Manager LP31,379$15.9M0.28%new13F-HRTimeline
Callan Family Office, LLC31,361$15.9M1.01%+27,96313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,333$15.9M0.49%new13F-HRTimelineGroup
Marks Group Wealth Management, Inc31,226$15.8M1.56%+72013F-HRTimeline
Wilmington Savings Fund Society, FSB31,168$15.8M0.28%+2,28213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding31,100$15.7M+27,800Timeline
New Age Alpha Advisors, LLC31,073$15.7M0.64%+31,05213F-HR/ATimeline
Bragg Financial Advisors, Inc31,032$15.7M0.64%-1,26213F-HRTimeline
YHB Investment Advisors, Inc.31,002$15.7M1.29%+17813F-HRTimeline
Washington Trust Bank30,892$15.6M1.5%-1,43913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC30,891$15.6M0.39%-6413F-HRTimeline
Advisory Services Network, LLC30,840$15.6M0.29%-16213F-HRTimeline
Groupe la Francaisein group Groupe la Francaise29,483$15.6M0.39%13F-HRTimelineGroup
Segment Wealth Management, LLC30,746$15.6M1.06%+54713F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC30,685$15.5M1.6%-83213F-HRTimeline
Siemens Fonds Invest GmbH30,532$15.5M1.04%-19413F-HR/ATimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS30,407$15.4M0.29%-3,19413F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC30,267$15.3M1.07%-1,42213F-HRTimeline
Cyndeo Wealth Partners, LLC30,115$15.2M1.03%+1,27313F-HRTimeline
King Wealth Management Group30,097$15.2M2.22%+81513F-HRTimeline
Foyston, Gordon & Payne Inc30,094$15.2M4.03%-6,09513F-HRTimeline
SIMPLEX TRADING, LLC30,088$15.2M0.43%new13F-HRTimeline
BDF-GESTION30,050$15.2M1.56%+2,00213F-HR/ATimeline
MOORE CAPITAL MANAGEMENT, LP30,000$15.2M0.28%+15,00013F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC30,000$15.2M3.24%013F-HRTimeline
Meridian Wealth Management, LLC29,810$15.1M0.71%-1,35213F-HRTimeline
EDGAR LOMAX CO/VA29,755$15.1M0.97%-59013F-HRTimeline
RiverFront Investment Group, LLC29,711$15M0.34%+2,20813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS29,492$14.9M0.56%-1,47013F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation29,488$14.9M0.23%+11,02613F-HRTimelineGroup
Alaska Permanent Fund Corp29,174$14.8M0.22%013F-HRTimeline
Sequoia Financial Advisors, LLC29,154$14.7M0.14%+4,17813F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST29,001$14.7M1.64%+2,31513F-HRTimeline
L1 Capital International Pty Ltd28,921$14.6M4.49%+6,09713F-HRTimeline
Altrafin AG28,791$14.6M5.05%+3,95613F-HRTimeline
TOWER BRIDGE ADVISORS28,657$14.5M1.54%-36613F-HRTimeline
Wallington Asset Management, LLC28,551$14.4M2.09%-7,48213F-HRTimeline
Penobscot Investment Management Company…28,512$14.4M1.31%+25213F-HRTimeline
Bell Asset Management Ltd28,496$14.4M2.63%+92213F-HRTimeline
PAYDEN & RYGEL28,380$14.4M1.24%+23,80013F-HRTimeline
Connor, Clark & Lunn Investment Managem…28,360$14.3M0.06%+3,50713F-HRTimeline
S&CO INC28,360$14.3M0.97%+32313F-HRTimeline
Onex Canada Asset Management Inc.28,310$14.3M1.72%-5,14013F-HRTimeline
Moran Wealth Management, LLC28,229$14.3M0.46%-48813F-HRTimeline
Baader Bank Aktiengesellschaft28,148$14.2M1.31%-5,98513F-HRTimeline
Tri Locum Partners LP28,115$14.2M2.95%new13F-HRTimeline
Dakota Wealth Management27,908$14.1M0.33%-43913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.27,864$14.1M1.48%-6,25113F-HRTimeline
Liontrust Investment Partners LLP27,821$14.1M0.2%new13F-HRTimeline
MIDDLETON & CO INC/MA27,815$14.1M1.55%-80213F-HRTimeline
WAYCROSS PARTNERS, LLC27,794$14.1M1.82%+65813F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC27,762$14M2.75%+8513F-HRTimeline
ARS Wealth Advisors Group, LLC27,646$14M1.92%+16513F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP27,627$14M1.28%+27,22413F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS27,627$14M0.27%-1,47013F-HRTimeline
Overbrook Management Corp27,613$14M3.01%-1,21913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP27,480$13.9M0.41%+26,64413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC27,382$13.9M0.3%+66013F-HRTimeline
Heritage Trust Co27,342$13.8M1.63%13F-HRTimeline
11 Capital Partners LP27,150$13.7M5.64%+2,10013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC27,032$13.7M0.09%-12513F-HRTimelineGroup
HighPoint Advisor Group LLC25,915$13.7M0.74%-5,56713F-HRTimeline
Addenda Capital Inc.27,003$13.7M0.48%+1,41613F-HRTimeline
PIONEER TRUST BANK N A/OR26,957$13.6M3.43%-13713F-HRTimeline
Prospera Financial Services Inc26,940$13.6M0.32%+8,01413F-HRTimeline
Sienna Gestion26,936$13.6M0.92%013F-HRTimeline
Integrated Wealth Concepts LLC26,745$13.5M0.16%+2,91713F-HRTimeline
Markel Group Inc.in group Markel Group Inc.26,714$13.5M0.12%+2,65013F-HRTimelineGroup
Carnegie Investment Counsel26,612$13.5M0.39%+5613F-HRTimeline
NEVILLE RODIE & SHAW INC26,591$13.5M0.98%-86213F-HRTimeline
BNP PARIBASin group BNP PARIBAS26,546$13.4M0.09%+1,39913F-HRTimelineGroup
HOWE & RUSLING INC26,553$13.4M1.16%-3,84813F-HRTimeline
Carlson Capital Management26,524$13.4M0.59%-1,41513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management26,444$13.4M0.19%+2,15513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding26,439$13.4M-1,041Timeline
Orange Investment Advisors, Inc.26,283$13.3M1.51%+2,13713F-HRTimeline
Litman Gregory Wealth Management LLC26,030$13.2M1.14%-6113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC25,938$13.1M7.04%-1,98013F-HRTimeline
Carnegie Lake Advisors LLC25,846$13.1M5.28%013F-HRTimeline
Baltimore-Washington Financial Advisors…25,754$13M0.67%-66513F-HRTimeline
Lombard Odier Asset Management (Switzer…25,698$13M0.97%+1,81513F-HRTimeline
WEDBUSH SECURITIES INC25,372$12.8M0.46%+5,62513F-HRTimeline
SOMERVILLE KURT F25,368$12.8M2.15%+11813F-HRTimeline
Covington Investment Advisors Inc.25,363$12.8M1.93%-27513F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,339$12.8M-384Timeline
Capital Investment Advisors, LLC25,296$12.8M0.26%+2,58213F-HRTimeline
Americana Partners, LLC25,276$12.8M0.52%+4,89913F-HRTimeline
MUHLENKAMP & CO INC25,265$12.8M3.88%+5613F-HRTimeline
Hyperion Capital Advisors LP25,230$12.8M6.56%-39713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…25,223$12.8M1.34%+43213F-HRTimeline
Longbow Finance SA25,150$12.7M1.39%+1,19113F-HRTimeline
Janney Capital Management LLC25,032$12.7M0.84%-95513F-HRTimeline
Alberta Investment Management Corp24,915$12.6M0.08%+16,91513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC24,823$12.6M2.18%-71313F-HRTimeline
Live Oak Private Wealth LLC24,791$12.5M2.11%-3913F-HRTimeline