Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Copeland Capital Management, LLC41,095$12.8M0.26%+4,97713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…41,062$12.8M2.1%+18,15113F-HRTimeline
First Financial Bankshares Inc40,838$12.7M0.29%+1,72713F-HRTimeline
WOLVERINE TRADING, LLC40,955$12.7M0.32%+35,74213F-HRTimeline
Kingsview Wealth Management, LLC39,919$12.5M0.21%+30,61713F-HRTimeline
Coronation Fund Managers Ltd.in group Coronation Fund Managers Ltd.39,862$12.4M0.67%new13F-HRTimelineGroup
Jain Global LLC39,633$12.4M0.19%+35,29213F-HRTimeline
Kerrisdale Advisers, LLC39,485$12.3M6.43%+38,56313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,293$12.3M0.27%-36513F-HRTimelineGroup
Dana Investment Advisors, Inc.39,193$12.2M0.4%-2,57413F-HRTimeline
OneDigital Investment Advisors LLC38,989$12.2M0.14%+6,14113F-HRTimeline
Railway Pension Investments Ltd38,956$12.2M0.17%013F-HRTimeline
Focus Financial Network, Inc.38,941$12.1M0.48%-3,93513F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA38,790$12.1M3.17%new13F-HRTimeline
E. Ohman J:or Asset Management AB38,733$12.1M0.3%-1,22213F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding38,583$12M-34,197Timeline
First National Trust Co38,313$12M0.45%-36413F-HRTimeline
CHILTON INVESTMENT CO INC.38,282$11.9M0.27%+5,29213F-HRTimeline
Private Capital Advisors, Inc.37,685$11.8M1.43%+60813F-HRTimeline
Advisors Asset Management, Inc.37,505$11.7M0.21%+4513F-HR/ATimeline
MIRAE ASSET SECURITIES (USA) INC.37,444$11.7M0.52%-2,66013F-HRTimeline
JLB & ASSOCIATES INC37,124$11.6M1.62%-12713F-HRTimeline
Hendershot Investments Inc.37,066$11.6M1.55%-7,77113F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,711$11.5M0.33%+17,96213F-HRTimeline
Harber Asset Management LLC36,485$11.4M3.66%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP35,947$11.2M0.75%+15,65813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co35,945$11.2M0.66%+12,01013F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…35,893$11.2M0.02%-3,72613F-HRTimelineGroup
Alpha Cubed Investments, LLC35,577$11.1M0.42%+4,95313F-HRTimeline
New Age Alpha Advisors, LLC35,558$11.1M0.49%+6,44913F-HRTimeline
Argent Trust Co35,211$11M0.41%+8713F-HRTimeline
Live Oak Private Wealth LLC35,062$10.9M1.63%+9,75613F-HRTimeline
SYNOVUS FINANCIAL CORP35,051$10.9M0.13%-6,28113F-HRTimeline
ELWOOD CAPITAL PARTNERS LP35,028$10.9M10.13%+16,21913F-HRTimeline
PINNACLE ASSOCIATES LTD34,971$10.9M0.16%-2,40213F-HRTimeline
Empirical Finance, LLC34,763$10.8M0.57%+2,58913F-HRTimeline
CHOREO, LLC34,625$10.8M0.15%+24813F-HRTimeline
PFM Health Sciences, LP34,623$10.8M0.94%-1,28113F-HRTimeline
PAYDEN & RYGEL34,600$10.8M0.89%+11,82013F-HRTimeline
SHELTON CAPITAL MANAGEMENT34,238$10.7M0.25%-5313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp34,211$10.7M0.64%+1,34113F-HRTimelineGroup
AG2R LA MONDIALE GESTION D'ACTIFS34,132$10.6M0.55%+21113F-HRTimeline
Danica Pension, Livsforsikringsaktiesel…33,986$10.6M0.18%-81,17713F-HRTimeline
Blackstone Inc.in group Blackstone Inc.33,755$10.5M0.05%new13F-HRTimelineGroup
Segment Wealth Management, LLC33,418$10.4M0.66%+1,61013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS33,216$10.4M0.21%-2,21813F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.33,205$10.4M1.46%+16,64413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC33,063$10.3M0.18%-155,43613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…33,040$10.3M0.35%+9,33213F-HRTimelineGroup
Chesley Taft & Associates LLC32,836$10.2M0.46%-1,09513F-HRTimeline
GAMCO Investors (Gabelli)group of 3 filers holding32,801$10.2M-7,412Timeline
Kamunting Street Capital Management, L.…32,500$10.1M8.3%new13F-HRTimeline
Avidity Partners Management LP32,000$9.98M2%-18,50013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,931$9.96M0.37%-1,72013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC31,813$9.92M0.04%+16,33613F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC31,787$9.92M0.87%+48113F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP31,684$9.88M0.04%-86,08013F-HRTimeline
Washington Trust Bank31,569$9.85M0.83%+57713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bragg Financial Advisors, Inc31,423$9.8M0.35%+52113F-HRTimeline
GAM Holding AGin group GAM Holding AG31,176$9.73M0.68%+11713F-HRTimelineGroup
BURNEY CO/31,078$9.7M0.33%-6,49313F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.31,041$9.68M0.76%+24,63313F-HRTimeline
Financial Partners Group, LLC31,037$9.68M3.5%+23,23513F-HRTimeline
Siemens Fonds Invest GmbH30,913$9.64M0.57%+1,72813F-HRTimeline
Investment Management Corp of Ontario30,813$9.61M0.14%+4,79213F-HRTimeline
Rhenman & Partners Asset Management AB30,430$9.49M1.2%-47,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30,371$9.47M0.2%-84,06213F-HRTimelineGroup
INVESTMENT HOUSE LLC30,236$9.43M0.48%+20,96113F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC30,000$9.36M1.89%013F-HRTimeline
Stonebridge Capital Advisors LLC29,948$9.34M0.71%-3,50413F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC29,634$9.24M0.04%-3,91713F-HRTimelineGroup
YHB Investment Advisors, Inc.29,605$9.24M0.71%-9413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,602$9.23M0.07%-40,09313F-HRTimelineGroup
Violich Capital Management, Inc.29,600$9.23M1.3%-5,99013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC29,563$9.22M1.67%+5,22513F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC29,515$9.21M1.99%+16,56713F-HRTimelineGroup
Scharf Investments, LLC29,465$9.19M0.26%new13F-HRTimeline
QV Investors Inc.29,154$9.1M0.89%-1,29013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,138$9.09M0.12%-2,58813F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…28,798$8.98M1%+3,66013F-HRTimeline
Bryn Mawr Trust Advisors, LLC28,789$8.98M0.49%-1,46013F-HRTimeline
PIONEER TRUST BANK N A/OR28,602$8.92M2.28%+1,27013F-HRTimeline
Parallel Advisors, LLC28,601$8.92M0.18%-2,70213F-HRTimeline
RFG Advisory, LLC28,556$8.91M0.21%+23,29313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC28,211$8.8M0.37%+2,91913F-HRTimeline
Anchor Investment Management, LLC28,098$8.77M0.77%+4,55613F-HRTimeline
Waverly Advisors, LLC28,042$8.75M0.1%-22,20113F-HRTimeline
Bell Asset Management Ltd27,982$8.73M1.92%+2,03013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC27,873$8.7M0.23%+2,84613F-HRTimeline
WEDBUSH SECURITIES INC27,864$8.69M0.3%+9,57013F-HRTimeline
Entropy Technologies, LP27,837$8.68M0.69%+15,22113F-HRTimeline
LGT Group Foundationin group LGT Group Foundation27,617$8.62M0.11%-20,36413F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding27,541$8.59M-5,456Timeline
Soltis Investment Advisors LLC27,465$8.57M0.67%+6,43713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC27,344$8.53M0.76%-5,10313F-HRTimeline
Azimuth Capital Investment Management L…27,239$8.5M0.32%-23,45013F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.27,181$8.48M1.74%new13F-HRTimelineGroup
Heritage Trust Co27,116$8.46M0.98%+23613F-HRTimeline
Snowden Capital Advisors LLC27,057$8.44M0.25%-10,23113F-HRTimeline
Delta Investment Management, LLC27,002$8.42M1.62%+20,22013F-HRTimeline
Buck Wealth Strategies, LLC26,891$8.39M1.28%+8,30713F-HRTimeline
PKO Investment Management Joint-Stock Co26,880$8.39M0.9%+12,99113F-HRTimeline
Hardman Johnston Global Advisors LLC26,790$8.36M0.37%-20,42613F-HRTimeline
MIDDLETON & CO INC/MA26,725$8.34M0.94%-26113F-HRTimeline
Wilmington Savings Fund Society, FSB26,613$8.3M0.15%-2,54213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp26,531$8.28M0.19%+11,03713F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.26,500$8.27M0.07%-1,51413F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC26,408$8.24M0.14%+24,83013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,389$8.23M0.07%-65313F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK14,057$8.22M0.75%013F-HRTimeline
Engineers Gate Manager LP26,305$8.21M0.1%+1,48713F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC26,067$8.13M9%-7,20613F-HRTimeline
BARLOW WEALTH PARTNERS, LLC26,399$8.12M0.97%-21,06113F-HRTimeline
Merit Financial Group, LLC25,925$8.09M0.09%+5,35213F-HRTimeline
CMH Wealth Management LLC25,839$8.06M1.88%+11,98713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC25,819$8.05M0.05%-1,43313F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …25,772$8.04M1.1%+5,00413F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO25,740$8.03M0.29%-30,22013F-HRTimeline
Banque de Luxembourg S.A.15,306$8.02M4.59%-4613F-HRTimeline
CONNORS INVESTOR SERVICES INC25,673$8.01M0.71%+17,82913F-HRTimeline
FIRST AMERICAN BANK25,620$7.99M0.55%-17,14813F-HRTimeline
Hyperion Capital Advisors LP25,362$7.91M4.96%+88513F-HRTimeline
Canada Post Corp Registered Pension Plan25,311$7.9M0.46%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC25,309$7.9M0.09%-12,04313F-HRTimelineGroup
HOWE & RUSLING INC25,242$7.87M0.58%-94213F-HRTimeline
Fulcrum Capital LLC25,219$7.87M1.66%+1,20613F-HRTimeline
Ashton Thomas Private Wealth, LLC25,214$7.87M0.28%-5,78613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC25,127$7.84M0.23%-2,08613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …25,125$7.84M0.13%-22,67613F-HRTimelineGroup
Olstein Capital Management, L.P.25,000$7.8M1.46%+11,00013F-HRTimeline
Independent Advisor Alliance24,951$7.78M0.22%-9,30213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,910$7.77M0.15%-79413F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.24,900$7.77M0.76%-34913F-HRTimeline
Sonora Investment Management Group, LLC24,898$7.77M0.58%+82113F-HRTimeline
Columbus Hill Capital Management, L.P.24,870$7.76M1.12%013F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…24,795$7.74M0.07%-48,87713F-HRTimeline
AMICA MUTUAL INSURANCE CO24,776$7.73M0.75%013F-HRTimeline
Blue Zone Wealth Advisors, LLC24,739$7.72M1.93%+11,65713F-HRTimeline
Prana Capital Management, LP24,737$7.72M0.28%+14,23613F-HRTimeline
Sienna Gestion26,813$7.64M0.53%+2,44813F-HRTimeline
Carnegie Lake Advisors LLC24,466$7.63M3.02%-17913F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC24,459$7.63M0.14%+3,99813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp24,417$7.62M0.99%+29813F-HRTimelineGroup
NORTH POINT PORTFOLIO MANAGERS CORP/OH24,323$7.59M1.3%-45813F-HRTimeline
Goelzer Investment Management, Inc.24,109$7.52M0.41%+8,09613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC24,085$7.51M0.13%new13F-HRTimelineGroup
ADVISORY RESEARCH INC24,043$7.5M1.15%+3,00613F-HRTimeline
One Fin Capital Management LP24,000$7.49M2.53%new13F-HRTimeline
Bulltick Wealth Management, LLC23,945$7.47M1.84%+15,98513F-HRTimeline
Horizon Investments, LLC23,763$7.41M0.12%+12,30113F-HRTimeline
Integrated Wealth Concepts LLC23,716$7.4M0.07%-2,66713F-HRTimeline
Litman Gregory Wealth Management LLC23,660$7.38M0.58%-3,90413F-HRTimeline
Alden Global Capital LLC23,655$7.38M4.54%new13F-HRTimeline
Baltimore-Washington Financial Advisors…23,611$7.37M0.34%-1,58213F-HRTimeline
Westerkirk Capital Inc.23,568$7.35M0.91%13F-HRTimeline
Onex Canada Asset Management Inc.23,512$7.34M0.89%-6,35413F-HRTimeline
Edgestream Partners, L.P.23,498$7.33M0.2%+18,64213F-HRTimeline
Red Door Wealth Management, LLC23,475$7.32M0.87%+4,00713F-HRTimeline
TOWER BRIDGE ADVISORS23,448$7.32M0.79%-5,65013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC23,424$7.31M1.5%-6,73313F-HRTimeline
NorthCrest Asset Manangement, LLC23,639$7.29M0.2%+2,06813F-HRTimeline
SOMERVILLE KURT F23,288$7.27M1.22%-1,48013F-HRTimeline
Turtle Creek Wealth Advisors, LLC23,198$7.24M0.85%+13,70713F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS23,194$7.23M0.27%-29,35213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kovack Advisors, Inc.23,119$7.21M0.71%+12,30113F-HRTimeline
Vise Technologies, Inc.22,963$7.16M0.3%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,810$7.16M1.39%-18813F-HRTimeline
Checchi Capital Advisers, LLC22,816$7.12M0.5%+5,12313F-HRTimeline
DDD Partners, LLC22,785$7.11M0.76%new13F-HRTimeline
Bleakley Financial Group, LLC22,686$7.08M0.18%-14413F-HRTimeline
HighPoint Advisor Group LLC22,592$7.05M0.37%-2,89613F-HRTimeline
Shay Capital LLC22,500$7.02M1.6%+17,14713F-HRTimeline
Broderick Brian C22,371$6.98M1.38%-37613F-HRTimeline
Strong Tower Advisory Services21,778$6.79M1.34%+59213F-HRTimeline
RNC CAPITAL MANAGEMENT LLC21,685$6.77M0.33%+3,65913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,596$6.74M-4,784Timeline
TOTH FINANCIAL ADVISORY CORP21,575$6.73M0.79%+1,78013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE21,462$6.7M1.17%-60613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,403$6.68M0.43%-24813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC21,268$6.64M0.08%+1,13713F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP21,210$6.62M0.1%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SPINNAKER TRUST21,176$6.61M0.4%+6,87313F-HRTimeline
Laird Norton Wetherby Wealth Management…21,024$6.56M0.29%13F-HRTimeline
BRIGHTON JONES LLC20,931$6.53M0.18%-8,36013F-HRTimeline
LOWE BROCKENBROUGH & CO INC20,898$6.52M0.37%-1,94113F-HRTimeline
Marietta Wealth Management, LLC20,872$6.51M0.85%+1,98313F-HRTimeline
HUB Investment Partners, LLC20,871$6.51M0.23%-21,26113F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP20,791$6.49M0.23%-31,60713F-HRTimelineGroup
IFP Advisors, Inc20,683$6.46M0.18%+3,54513F-HRTimeline
BDF-GESTION20,703$6.46M0.72%-13,26713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP20,681$6.45M0.1%+5,22613F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC20,657$6.44M1.11%-3,73013F-HRTimeline
Sather Financial Group Inc20,585$6.42M0.38%+19,06313F-HRTimeline
Crossmark Global Holdings, Inc.20,512$6.4M0.1%-1,88713F-HRTimeline
Savoie Capital LLC20,500$6.4M0.79%new13F-HRTimeline
Asio Capital, LLC20,440$6.38M1.06%+4,84113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,435$6.37M0.14%-25,22213F-HRTimeline
SIG BROKERAGE, LP20,433$6.37M1.75%+2,79113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,428$6.37M0.1%-7,01913F-HRTimeline
CX Institutional20,405$6.37M0.22%+3,84013F-HR/ATimeline