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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
Empowered Funds, LLC43,709$22.9M0.33%+3,31013F-HRTimeline
Aquatic Capital Management LLC43,501$22.8M0.58%-32,04213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…43,291$22.7M0.06%-88413F-HRTimeline
Maryland State Retirement & Pension Sys…43,108$22.6M0.54%-6,57213F-HRTimeline
Cornerstone Advisors, LLC43,103$22.6M0.97%-7,60013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD43,020$22.5M0.81%-1,00013F-HRTimeline
Vinva Investment Management Ltd43,558$22.5M0.89%+5,47913F-HRTimeline
Focus Financial Network, Inc.42,876$22.5M0.92%-1,83313F-HRTimeline
FIRST AMERICAN BANK42,768$22.4M1.66%+13413F-HRTimeline
Owl Creek Asset Management, L.P.42,754$22.4M3.63%new13F-HRTimeline
D.A. DAVIDSON & CO.42,486$22.3M0.18%+69513F-HRTimeline
Lombard Odier Asset Management (Switzer…42,260$22.1M1.27%+16,56213F-HRTimeline
HUB Investment Partners, LLC42,132$22.1M0.89%+5,72813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC41,909$21.9M0.08%-51,09713F-HRTimeline
Dana Investment Advisors, Inc.41,767$21.9M0.78%-2,13413F-HRTimeline
GW&K Investment Management, LLC41,747$21.9M0.2%-65,47813F-HRTimeline
TCV Trust & Wealth Management, Inc.41,483$21.7M2.01%-76313F-HRTimeline
SYNOVUS FINANCIAL CORP41,332$21.6M0.28%-7,96413F-HRTimeline
PITTENGER & ANDERSON INC41,274$21.6M0.79%-1,36013F-HRTimeline
LGT Fund Management Co Ltd.41,189$21.6M1.94%+4,83813F-HRTimeline
PATTEN & PATTEN INC/TN41,008$21.5M1.44%+73113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO40,443$21.2M0.54%+1,92313F-HRTimeline
BRAUN STACEY ASSOCIATES INC40,384$21.2M0.86%-59913F-HRTimeline
GAMCO Investors (Gabelli)group of 3 filers holding40,213$21.1M-2,270Timeline
LGT CAPITAL PARTNERS LTD.in group LGT CAPITAL PARTNERS LTD.40,147$21M0.93%-15,88313F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.40,104$21M0.9%-22213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…40,062$21M1.18%-10013F-HRTimeline
E. Ohman J:or Asset Management AB39,955$20.9M0.56%-2,01513F-HRTimeline
Williams Jones Wealth Management, LLC.39,810$20.9M0.27%-13,89413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,658$20.8M0.45%-26513F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…39,619$20.8M0.04%-42213F-HRTimelineGroup
TRIGLAV INVESTMENTS, D.O.O.39,548$20.7M1.73%-6,17513F-HRTimeline
TRUST CO OF VERMONT39,544$20.7M1.03%+55113F-HRTimeline
First Financial Bankshares Inc39,111$20.5M0.44%+91813F-HRTimeline
Railway Pension Investments Ltd38,956$20.4M0.29%-37,50013F-HRTimeline
LMCG INVESTMENTS, LLC38,708$20.3M1.35%+73413F-HRTimeline
First National Trust Co38,677$20.3M0.82%-1,73513F-HRTimeline
CIM, LLC38,519$20.2M3%+46713F-HRTimeline
Liontrust Investment Partners LLP38,438$20.1M0.31%+10,61713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding38,384$20.1M-461Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…41,210$20.1M0.6%-13,63913F-HRTimelineGroup
BARLOW WEALTH PARTNERS, LLC47,460$19.9M2.61%+10,75613F-HRTimeline
BURNEY CO/37,571$19.7M0.72%-4,46113F-HRTimeline
Advisors Asset Management, Inc.37,460$19.6M0.37%-2,26913F-HR/ATimeline
PINNACLE ASSOCIATES LTD37,373$19.6M0.29%+69113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC37,352$19.6M0.22%-26113F-HRTimelineGroup
Snowden Capital Advisors LLC37,288$19.5M0.62%-2,91413F-HRTimeline
Compagnie Lombard Odier SCmA37,261$19.5M0.24%+2513F-HRTimeline
JLB & ASSOCIATES INC37,251$19.5M2.72%+24313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC37,217$19.5M0.8%+1413F-HRTimeline
Venturi Wealth Management, LLC37,146$19.5M1.01%+5,39313F-HRTimeline
Private Capital Advisors, Inc.37,077$19.4M2.32%-86013F-HRTimeline
APPLETON PARTNERS INC/MA36,920$19.3M1.49%+7713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC36,915$19.3M1.79%-32013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC36,450$19.1M0.48%-2,16313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC36,193$19M0.66%-2,34513F-HRTimeline
S&CO INC36,171$18.9M1.27%+7,81113F-HRTimeline
Copeland Capital Management, LLC36,118$18.9M0.38%-75013F-HRTimeline
SIMPLEX TRADING, LLC36,061$18.9M0.67%+5,97313F-HRTimeline
PFM Health Sciences, LP35,904$18.8M1.44%-39,68413F-HRTimeline
LBP AM SA35,609$18.7M0.29%+3,57113F-HRTimeline
Violich Capital Management, Inc.35,590$18.6M2.51%-16513F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS35,434$18.6M0.39%+5,02713F-HRTimelineGroup
Modera Wealth Management, LLC35,297$18.5M0.25%-1,03913F-HRTimeline
Argent Trust Co35,124$18.4M0.76%+30413F-HRTimeline
ALBION FINANCIAL GROUP /UT34,553$18.1M1.28%-28013F-HRTimeline
ArrowMark Colorado Holdings LLC34,500$18.1M0.29%+31,60013F-HRTimeline
CHOREO, LLC34,377$18M0.28%-4,82713F-HRTimeline
SHELTON CAPITAL MANAGEMENT34,291$18M0.43%+9113F-HRTimeline
Independent Advisor Alliance34,253$17.9M0.59%-1,85113F-HRTimeline
BDF-GESTION33,970$17.8M1.94%+3,92013F-HRTimeline
Chesley Taft & Associates LLC33,931$17.8M0.86%+1,80213F-HRTimeline
WAYCROSS PARTNERS, LLC33,795$17.7M1.98%+6,00113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,651$17.6M0.72%-10913F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC33,551$17.6M0.1%-1,67213F-HRTimelineGroup
Advisory Services Network, LLC33,457$17.5M0.34%+2,61713F-HRTimeline
Stonebridge Capital Advisors LLC33,452$17.5M1.43%+81813F-HRTimeline
RiverFront Investment Group, LLC33,298$17.4M0.39%+3,58713F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC33,273$17.4M19.17%-52513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding32,997$17.3M+1,463Timeline
CHILTON INVESTMENT CO INC.32,990$17.3M0.42%-21,77613F-HRTimeline
BNP PARIBASin group BNP PARIBAS32,947$17.3M0.72%+6,40113F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp32,870$17.2M1.12%+1,15713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,862$17.2M0.21%+82813F-HRTimelineGroup
OneDigital Investment Advisors LLC32,848$17.2M0.2%-44113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC32,447$17M1.65%-2,11813F-HRTimeline
Atria Wealth Solutions, Inc.32,375$17M0.2%-2,61613F-HRTimeline
Empirical Finance, LLC32,174$16.9M1.02%+35613F-HRTimeline
DAVIDSON INVESTMENT ADVISORS32,059$16.8M0.83%+13,20213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP31,872$16.7M0.49%+4,39213F-HRTimelineGroup
Segment Wealth Management, LLC31,808$16.7M1.13%+1,06213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,726$16.6M0.24%-2,11913F-HRTimelineGroup
Raub Brock Capital Management LP31,592$16.5M3.69%-1,03713F-HRTimeline
MassMutual Private Wealth & Trust, FSB31,542$16.5M0.48%-19,01513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC31,306$16.4M1.71%+62113F-HRTimeline
Parallel Advisors, LLC31,303$16.4M0.37%-3,23313F-HRTimeline
CCM INVESTMENT ADVISERS LLC31,271$16.4M2.01%-1,07513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,214$16.3M0.52%-11913F-HRTimelineGroup
CW Advisors, LLC31,136$16.3M0.2%+9,56413F-HRTimeline
GAM Holding AGin group GAM Holding AG31,059$16.3M1.26%-14,21513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC31,000$16.2M0.62%-2,86913F-HRTimeline
Washington Trust Bank30,992$16.2M1.63%+10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bragg Financial Advisors, Inc30,902$16.2M0.67%-13013F-HRTimeline
B. Riley Wealth Advisors, Inc.30,644$16M0.49%-76113F-HRTimeline
Alpha Cubed Investments, LLC30,624$16M0.72%-2,43013F-HRTimeline
Lombard Odier Asset Management (Europe)…30,459$16M1.28%-15,74313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,449$15.9M0.44%-44213F-HRTimeline
QV Investors Inc.30,444$15.9M1.61%-2,86013F-HRTimeline
Bryn Mawr Trust Advisors, LLC30,249$15.8M0.95%-3,59413F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC30,157$15.8M3.33%+2,39513F-HRTimeline
King Wealth Management Group30,048$15.7M2.39%-4913F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC30,000$15.7M3.31%013F-HRTimeline
MONTANOVA CAPITAL, LLC29,900$15.7M0.63%-45,29813F-HRTimeline
Onex Canada Asset Management Inc.29,866$15.6M2.02%+1,55613F-HRTimeline
YHB Investment Advisors, Inc.29,699$15.6M1.3%-1,30313F-HRTimeline
Meridian Wealth Management, LLC29,685$15.5M0.75%-12513F-HRTimeline
L1 Capital International Pty Ltd29,659$15.5M4.27%+73813F-HRTimeline
BRIGHTON JONES LLC29,291$15.3M0.49%-14,95813F-HRTimeline
F/m Investments LLC29,236$15.3M0.61%-36,57813F-HRTimeline
Siemens Fonds Invest GmbH29,185$15.3M1.05%-1,34713F-HRTimeline
Wilmington Savings Fund Society, FSB29,155$15.3M0.29%-2,01313F-HRTimeline
New Age Alpha Advisors, LLC29,109$15.2M0.68%-1,96413F-HRTimeline
TOWER BRIDGE ADVISORS29,098$15.2M1.7%+44113F-HRTimeline
ARS Wealth Advisors Group, LLC28,650$15M2.12%+1,00413F-HRTimeline
Eisler Capital Management Ltd.28,535$14.9M0.45%+23,95913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.28,312$14.8M0.23%-14,43213F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.28,014$14.7M0.13%+1,30013F-HRTimelineGroup
Wallington Asset Management, LLC27,986$14.7M2.11%-56513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS27,934$14.6M0.3%+30713F-HRTimeline
Groupe la Francaisein group Groupe la Francaise28,198$14.5M0.31%-1,28513F-HRTimelineGroup
Litman Gregory Wealth Management LLC27,564$14.4M1.24%+1,53413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,447$14.4M0.31%+6513F-HRTimeline
Altrafin AG27,412$14.4M5.58%-1,37913F-HRTimeline
PIONEER TRUST BANK N A/OR27,332$14.3M3.77%+37513F-HRTimeline
Cyndeo Wealth Partners, LLC27,327$14.3M0.94%-2,78813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC27,252$14.3M0.08%+22013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC27,213$14.3M0.43%-12,73913F-HRTimeline
Penobscot Investment Management Company…27,103$14.2M1.33%-1,40913F-HRTimeline
NEVILLE RODIE & SHAW INC27,077$14.2M1.11%+48613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,042$14.2M0.13%+3,13313F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS27,042$14.2M0.58%-2,45013F-HRTimelineGroup
MIDDLETON & CO INC/MA26,986$14.1M1.65%-82913F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P26,894$14.1M1.78%+16,27913F-HRTimelineGroup
Heritage Trust Co26,880$14.1M1.71%-46213F-HRTimeline
Addenda Capital Inc.26,824$14M0.52%-17913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC26,535$13.9M0.6%+4,73013F-HRTimelineGroup
Integrated Wealth Concepts LLC26,383$13.8M0.16%-36213F-HRTimeline
HOWE & RUSLING INC26,184$13.7M1.15%-36913F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…26,163$13.7M0.46%-32,51213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding26,380$13.7M-59Timeline
Prospera Financial Services Inc26,146$13.7M0.31%-79413F-HRTimeline
Investment Management Corp of Ontario26,021$13.6M0.28%-19,53213F-HRTimeline
Bell Asset Management Ltd25,952$13.6M2.5%-2,54413F-HRTimeline
Atle Fund Management AB25,782$13.5M5.96%-9,42013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,704$13.5M0.33%+4,37113F-HRTimelineGroup
Overbrook Management Corp25,697$13.5M3.16%-1,91613F-HRTimeline
GDS Wealth Management25,325$13.3M1.13%+2,18113F-HRTimeline
Live Oak Private Wealth LLC25,306$13.3M2.15%+51513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC25,292$13.2M0.6%+84513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.25,249$13.2M1.42%-2,61513F-HRTimeline
Summit Financial, LLC25,249$13.2M0.37%+52013F-HRTimeline
Baltimore-Washington Financial Advisors…25,193$13.2M0.7%-56113F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…25,138$13.2M1.48%-8513F-HRTimeline
MUHLENKAMP & CO INC25,045$13.1M4.29%-22013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC25,027$13.1M0.38%-15,08513F-HRTimeline
Columbus Hill Capital Management, L.P.24,870$13M2.75%+8,82913F-HRTimeline
Engineers Gate Manager LP24,818$13M0.22%-6,56113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH24,781$13M2.28%+713F-HRTimeline
AMICA MUTUAL INSURANCE CO24,776$13M1.43%013F-HRTimeline
SOMERVILLE KURT F24,768$13M2.26%-60013F-HRTimeline
Orange Investment Advisors, Inc.24,722$12.9M1.55%-1,56113F-HRTimeline
Carnegie Lake Advisors LLC24,645$12.9M5.24%-1,20113F-HRTimeline
Narwhal Capital Management24,493$12.8M1.14%-11,66813F-HRTimeline
Hyperion Capital Advisors LP24,477$12.8M6.98%-75313F-HRTimeline
GF FUND MANAGEMENT CO. LTD.24,412$12.8M0.3%+42013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC24,387$12.8M2.34%-43613F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC24,338$12.7M2.41%+1,87513F-HRTimeline
Schonfeld Strategic Advisors LLC24,257$12.7M0.09%+14,31113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC24,143$12.6M6.97%-1,79513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp24,119$12.6M1.77%+1,72513F-HRTimelineGroup
Sonora Investment Management Group, LLC24,077$12.6M1%+56313F-HRTimeline
Fulcrum Capital LLC24,013$12.6M2.79%+1,45213F-HRTimeline
Pine Valley Investments Ltd Liability Co23,935$12.5M0.81%+1,02413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST23,810$12.5M1.38%-5,19113F-HRTimeline
COZAD ASSET MANAGEMENT INC23,755$12.4M1.24%+1,04613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…23,708$12.4M0.46%-11,39113F-HRTimelineGroup
Great Lakes Retirement, Inc.23,707$12.4M1.63%+10,66013F-HRTimeline
Sienna Gestion24,365$12.4M1%-2,57113F-HRTimeline
Americana Partners, LLC23,630$12.4M0.48%-1,64613F-HRTimeline
DAVIS-REA LTD.23,548$12.3M3.28%+11013F-HRTimeline
Anchor Investment Management, LLC23,542$12.3M1.15%+57013F-HRTimeline
Pallas Capital Advisors LLC23,471$12.3M0.51%+3,40213F-HRTimeline
Capital Investment Advisors, LLC23,219$12.2M0.24%-2,07713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.23,190$12.1M1.05%-8113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC23,005$12M0.37%+18213F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.23,000$12M1.35%+7,00013F-HRTimelineGroup
Alaska Permanent Fund Corp29,174$12M0.17%013F-HRTimeline
Miramar Capital, LLC22,915$12M2.86%-51013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…22,911$12M1.95%+1,44513F-HRTimeline
LOWE BROCKENBROUGH & CO INC22,839$12M0.79%-35413F-HRTimeline