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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ranmore Fund Management Ltd35,000$12.1M3.27%-9,00013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP34,753$12M0.08%-130,98413F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC34,470$11.9M0.04%+2,65713F-HRTimeline
First National Trust Co34,234$11.8M0.4%-4,07913F-HRTimeline
Hendershot Investments Inc.34,117$11.8M1.48%-2,94913F-HRTimeline
SHELTON CAPITAL MANAGEMENT34,072$11.8M0.25%-16613F-HRTimeline
Stamos Capital Partners, L.P.33,979$11.7M2.21%-22,41113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC33,740$11.7M2.04%+4,17713F-HRTimeline
NewEdge Wealth, LLC35,537$11.6M0.17%-23,13013F-HRTimeline
Connor, Clark & Lunn Investment Managem…33,492$11.6M0.04%-31,25413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC33,433$11.5M0.13%+8,12413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD33,320$11.5M0.15%-1,65113F-HRTimeline
Harber Asset Management LLC33,227$11.5M4.11%-3,25813F-HRTimeline
SteelPeak Wealth, LLC33,151$11.4M0.38%+23,08113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP33,086$11.4M0.26%+31,32913F-HRTimelineGroup
UMB Bank, n.a.33,054$11.4M0.17%-11,12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…32,787$11.3M0.08%+3,18513F-HRTimelineGroup
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC32,500$11.2M0.44%+12,50013F-HRTimelineGroup
Bleakley Financial Group, LLC32,422$11.2M0.26%+9,73613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,801$11M0.14%+2,66313F-HRTimelineGroup
Independent Advisor Alliance31,977$11M0.29%+7,02613F-HRTimeline
Pine Valley Investments Ltd Liability Co31,969$11M0.58%-3,97613F-HRTimeline
Live Oak Private Wealth LLC31,688$10.9M1.52%-3,37413F-HRTimeline
Siemens Fonds Invest GmbH31,659$10.9M0.6%+74613F-HRTimeline
HighPoint Advisor Group LLC31,566$10.9M0.52%+8,97413F-HRTimeline
Washington Trust Bank31,173$10.8M0.79%-39613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PETREDIS INVESTMENT ADVISORS LLC31,142$10.8M0.86%-64513F-HRTimeline
Blue Whale Capital LLP31,111$10.7M0.59%-73,25113F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,000$10.7M0.53%+2,21113F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS34,132$10.6M0.55%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT30,818$10.6M0.16%-29,66613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,588$10.6M0.21%-8,70513F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…30,555$10.6M1.1%+1,75713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC30,465$10.5M0.43%+2,25413F-HRTimeline
AustralianSuper Pty Ltd30,458$10.5M0.05%-108,11913F-HR/ATimeline
Bragg Financial Advisors, Inc30,399$10.5M0.35%-1,02413F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.30,106$10.4M1.9%+2,92513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC30,106$10.4M0.23%-21,46213F-HRTimeline
Gryphon Financial Partners LLC30,063$10.4M1.18%+22,78213F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP30,001$10.4M0.84%+23,05413F-HRTimelineGroup
Rovida Advisors Inc.30,000$10.4M8.93%+15,00013F-HRTimeline
GC Wealth Management RIA, LLC29,920$10.3M0.34%+12,31213F-HRTimeline
Stonebridge Capital Advisors LLC29,890$10.3M0.74%-5813F-HRTimeline
Violich Capital Management, Inc.29,800$10.3M1.22%+20013F-HRTimeline
Strong Tower Advisory Services29,602$10.2M1.94%+7,82413F-HRTimeline
Simplify Asset Management Inc.29,360$10.1M0.21%+25,30913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp29,298$10.1M0.19%+2,76713F-HRTimelineGroup
Chesley Taft & Associates LLC29,137$10.1M0.43%-3,69913F-HRTimeline
WEDBUSH SECURITIES INC29,007$10M0.33%+1,14313F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP28,995$10M0.32%+8,20413F-HRTimelineGroup
Buck Wealth Strategies, LLC28,979$10M1.37%+2,08813F-HRTimeline
Soltis Investment Advisors LLC28,726$9.92M0.69%+1,26113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC28,314$9.78M0.16%-4,74913F-HRTimeline
Waverly Advisors, LLC28,297$9.77M0.1%+25513F-HRTimeline
Kesler, Norman & Wride, LLC19,210$9.72M1.91%+14,34813F-HRTimeline
Summit Trail Advisors, LLC28,132$9.71M0.13%+9,75413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP28,076$9.69M0.6%-7,87113F-HR/ATimelineGroup
LGT Fund Management Co Ltd.27,793$9.68M0.78%+24,74313F-HRTimeline
QUADRANT CAPITAL GROUP LLC27,805$9.6M0.31%+12,71513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC27,769$9.59M0.25%-10413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,600$9.53M0.07%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,503$9.5M0.13%-15,42413F-HRTimelineGroup
REDWOOD CAPITAL MANAGEMENT, LLCin group REDWOOD CAPITAL MANAGEMENT, L…27,500$9.5M0.92%new13F-HRTimelineGroup
Heritage Trust Co27,458$9.48M1%+34213F-HRTimeline
Parallel Advisors, LLC27,331$9.44M0.17%-1,27013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,097$9.36M0.06%+8,01913F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC27,028$9.33M0.12%-40,10913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp26,825$9.26M1.1%+2,40813F-HRTimelineGroup
LGT Group Foundationin group LGT Group Foundation26,566$9.25M0.11%-1,05113F-HRTimelineGroup
SYNOVUS FINANCIAL CORP26,641$9.2M0.11%-8,41013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…26,572$9.18M0.53%new13F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO26,570$9.17M0.34%+83013F-HRTimeline
Markel Group Inc.in group Markel Group Inc.26,500$9.15M0.07%013F-HRTimelineGroup
SPINNAKER TRUST26,485$9.15M0.51%+5,30913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…26,438$9.13M0.28%-6,60213F-HRTimelineGroup
MCRAE CAPITAL MANAGEMENT INC26,374$9.11M1.81%+2,95013F-HRTimeline
Dakota Wealth Management26,374$9.11M0.18%+10,42313F-HR/ATimeline
Azimuth Capital Investment Management L…26,328$9.09M0.33%-91113F-HRTimeline
Blue Zone Wealth Advisors, LLC26,250$9.06M1.81%+1,51113F-HRTimeline
BRIGHTON JONES LLC26,167$9.04M0.22%+5,23613F-HRTimeline
SBI Securities Co., Ltd.26,073$9M0.23%+11,88213F-HRTimeline
Red Door Wealth Management, LLC25,959$8.96M0.95%+2,48413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,922$8.95M0.07%-46713F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC25,917$8.95M9.56%-15013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC25,840$8.92M2.24%+6,99713F-HRTimeline
Ashton Thomas Private Wealth, LLC25,808$8.91M0.23%+59413F-HRTimeline
GAMCO Investors (Gabelli)group of 3 filers holding25,808$8.91M-6,993Timeline
Merit Financial Group, LLC25,724$8.88M0.08%-20113F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,667$8.86M0.15%+75713F-HRTimelineGroup
Venator Management LLC25,560$8.83M2.1%+19,19013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC25,533$8.82M0.41%+3,84813F-HRTimeline
Anchor Investment Management, LLC25,470$8.79M0.73%-2,62813F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC25,431$8.78M0.15%+97213F-HRTimeline
Integrated Wealth Concepts LLC25,384$8.77M0.08%+1,66813F-HRTimeline
PIONEER TRUST BANK N A/OR25,358$8.76M2.05%-3,24413F-HRTimeline
Concord Investment Counsel Inc.25,246$8.72M2.77%13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC25,212$8.71M0.25%+8513F-HRTimeline
MGO ONE SEVEN LLC25,201$8.7M0.2%+15,88613F-HRTimeline
SOL Capital Management CO25,187$8.7M0.78%+6,25013F-HRTimeline
Hardman Johnston Global Advisors LLC25,082$8.66M0.43%-1,70813F-HRTimeline
Fulcrum Capital LLC25,078$8.66M1.78%-14113F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.25,062$8.65M0.38%-12,38213F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding25,041$8.65M-8,175Timeline
Casdin Capital, LLC25,000$8.63M0.72%new13F-HRTimeline
Columbus Hill Capital Management, L.P.24,870$8.59M1.13%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …24,809$8.57M0.13%-31613F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO24,776$8.55M0.79%013F-HRTimeline
PKO Investment Management Joint-Stock Co24,680$8.52M0.73%-2,20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC24,477$8.45M0.17%-5,89413F-HRTimelineGroup
Carnegie Lake Advisors LLC24,466$8.45M3.25%013F-HRTimeline
Sienna Gestion26,813$8.44M0.59%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.24,423$8.43M0.54%+4,31813F-HRTimeline
BURNEY CO/24,371$8.42M0.27%-6,70713F-HRTimeline
Goelzer Investment Management, Inc.24,321$8.4M0.45%+21213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.24,320$8.4M0.74%-58013F-HRTimeline
CAXTON ASSOCIATES LLP24,273$8.38M0.23%new13F-HRTimeline
PARUS FINANCE (UK) Ltd24,260$8.38M2.2%new13F-HRTimeline
Asio Capital, LLC24,233$8.37M1.25%+3,79313F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/24,133$8.33M0.46%-97,49113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.24,060$8.31M0.08%+3,95213F-HRTimelineGroup
Ally Financial Inc.in group Ally Financial Inc.24,000$8.29M1.02%+5,00013F-HRTimelineGroup
Onex Canada Asset Management Inc.23,993$8.28M1.05%+48113F-HRTimeline
EVEXIA WEALTH LLC23,075$8.28M2.48%+5,96813F-HRTimeline
AIA Group Ltdin group AIA Group Ltd23,940$8.27M0.15%+8,58813F-HRTimelineGroup
Tema ETFs LLC23,927$8.26M0.69%+17,79513F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH23,878$8.25M1.36%-44513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…23,866$8.24M0.07%-32,08313F-HRTimelineGroup
Banque de Luxembourg S.A.23,810$8.22M4.25%+8,50413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK14,057$8.22M0.75%013F-HRTimeline
Maxi Investments CY Ltd23,760$8.2M1.71%+13,56013F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…23,697$8.18M0.07%-1,09813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP23,696$8.18M0.88%+2,12113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC26,142$8.16M0.3%+13,07113F-HRTimelineGroup
WP Advisors, LLC23,569$8.14M2.07%+5,26613F-HRTimeline
FIRST AMERICAN BANK23,122$7.98M0.5%-2,49813F-HRTimeline
NorthCrest Asset Manangement, LLC21,949$7.98M0.19%-1,69013F-HRTimeline
Westerkirk Capital Inc.22,694$7.84M0.9%-87413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,645$7.82M0.11%+2,21713F-HRTimeline
IBEX WEALTH ADVISORS22,642$7.82M0.75%new13F-HRTimeline
Valeo Financial Advisors, LLC22,553$7.79M0.18%+2,38013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,468$7.76M+872Timeline
Value Partners Investments Inc.22,385$7.73M0.63%+7,17913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC22,349$7.72M0.91%+2,29513F-HRTimeline
McGinn Penninger Investment Management,…22,300$7.7M4.51%+14,01513F-HRTimeline
Arkadios Wealth Advisors22,283$7.69M0.19%+2,85213F-HRTimeline
GROUP ONE TRADING LLC22,202$7.67M0.23%-22,90213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,154$7.65M0.06%+88613F-HRTimeline
Biondo Investment Advisors, LLC22,058$7.62M0.95%+1,84513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,993$7.59M0.21%-29,50813F-HRTimelineGroup
Marietta Wealth Management, LLC21,957$7.58M0.93%+1,08513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,913$7.57M0.27%+5,96313F-HRTimelineGroup
SOMERVILLE KURT F21,829$7.54M1.25%-1,45913F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd21,819$7.53M0.51%+2,08613F-HRTimeline
Laird Norton Wetherby Wealth Management…21,774$7.52M0.31%+75013F-HRTimeline
Bretton Capital Management, LLC21,700$7.49M6.32%+5,00013F-HRTimeline
Penobscot Investment Management Company…21,697$7.49M0.58%+3,77413F-HRTimeline
SIGNATUREFD, LLC21,635$7.47M0.12%+3,52613F-HRTimeline
Checchi Capital Advisers, LLC21,571$7.45M0.51%-1,24513F-HRTimeline
Bulltick Wealth Management, LLC21,455$7.41M1.75%-2,49013F-HRTimeline
LOWE BROCKENBROUGH & CO INC21,308$7.36M0.38%+41013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC21,223$7.33M0.12%-5,18513F-HRTimeline
Vest Financial, LLC21,209$7.32M0.1%+4,19113F-HRTimeline
Sather Financial Group Inc21,075$7.28M0.4%+49013F-HRTimeline
J.W. COLE ADVISORS, INC.20,880$7.21M0.14%+1,23613F-HRTimeline
ExodusPoint Capital Management, LP20,796$7.18M0.1%+15,60613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,728$7.16M0.38%-67513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.20,710$7.15M0.11%-24,83813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kovack Advisors, Inc.20,632$7.12M0.67%-2,48713F-HRTimeline
San Luis Wealth Advisors LLC20,367$7.03M1.27%new13F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC20,358$7.03M0.58%-6,98613F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding20,227$6.98M-1,495,779Timeline
Greenwich Wealth Management LLC20,122$6.95M0.35%+30213F-HRTimeline
LEE DANNER & BASS INC20,081$6.93M0.5%+92313F-HRTimeline
Caprock Group, LLC22,363$6.93M0.17%13F-HRTimeline
Archon Partners LLC20,000$6.91M0.73%new13F-HRTimeline
Capital Investment Advisors, LLC19,928$6.88M0.11%-47213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,867$6.86M0.16%+2,72913F-HRTimeline
VestGen Advisors, LLC19,842$6.85M0.23%+11,25413F-HRTimeline
Crossmark Global Holdings, Inc.19,814$6.84M0.1%-69813F-HRTimeline
Permanens Capital L.P.19,784$6.83M1.02%+13,24713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.19,759$6.82M0.16%+9,08213F-HRTimelineGroup
Advisors Capital Management, LLC19,731$6.81M0.08%-14813F-HRTimeline
PUZO MICHAEL J19,605$6.77M1.85%+2,95213F-HRTimeline
Broderick Brian C19,590$6.76M1.28%-2,78113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC19,452$6.72M1.11%-1,20513F-HRTimeline
Stenger Family Office, LLC18,294$6.7M1.37%+74813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…19,368$6.69M0.1%-57,20713F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS19,351$6.68M0.2%+8,84313F-HRTimelineGroup
Tradition Wealth Management, LLC19,266$6.65M0.49%+1,76413F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P19,210$6.63M0.59%-77,58113F-HRTimelineGroup
EVOKE WEALTH, LLC19,172$6.62M0.14%+85613F-HRTimeline
Orange Investment Advisors, Inc.19,125$6.6M0.69%-27313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,277$6.58M0.14%-2,15813F-HRTimeline
YHB Investment Advisors, Inc.19,055$6.58M0.48%-10,55013F-HRTimeline
Bell Asset Management Ltd19,029$6.57M1.8%-8,95313F-HRTimeline
CEERA INVESTMENTS, LLC19,029$6.57M2.05%new13F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.18,242$6.57M0.87%+2,86613F-HRTimeline
Allen Capital Group, LLC18,810$6.5M0.62%+2,63313F-HRTimeline
Summit Financial, LLC18,787$6.49M0.1%+2,17113F-HRTimeline
Unison Asset Management LLC18,776$6.48M3.03%013F-HR/ATimeline