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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
Altrius Capital Management Inc18,188$7.56M1.44%-1,16313F-HRTimeline
GREENLEAF TRUST18,096$7.52M0.07%+1,85713F-HRTimeline
Spartan Wealth Advisory Services LLC18,085$7.52M0.62%-9,42913F-HRTimeline
Aurora Investment Managers, LLC.18,038$7.5M4.58%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,949$7.46M0.23%+17013F-HRTimelineGroup
LGT Fund Management Co Ltd.17,941$7.46M0.31%+44713F-HRTimeline
Pentwater Capital Management LP17,758$7.38M0.06%-494,24213F-HRTimeline
Goelzer Investment Management, Inc.17,688$7.35M0.32%-85713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,641$7.33M0.11%+96713F-HRTimeline
Cinctive Capital Management LP17,602$7.32M0.29%-7,59213F-HRTimeline
Badgley Phelps Wealth Managers, LLC17,589$7.31M0.13%-3,64313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC17,582$7.31M0.34%+7,85713F-HRTimeline
Huber Capital Management LLC17,556$7.3M1.08%+5613F-HRTimeline
Ballast, Inc.17,484$7.27M1.37%+1,79113F-HRTimeline
UMB Bank, n.a.17,448$7.25M0.09%-22613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hyperion Capital Advisors LP17,416$7.24M3.26%-16,63313F-HRTimeline
HUB Investment Partners, LLC17,362$7.22M0.13%+2,92713F-HRTimeline
Wilmington Savings Fund Society, FSB17,341$7.21M0.16%+5713F-HRTimeline
Harber Asset Management LLC17,317$7.2M4.33%+95613F-HRTimeline
Bluespring Wealth Management, LLC17,312$7.2M0.14%+14,57313F-HRTimeline
Groupe la Francaisein group Groupe la Francaise17,269$7.18M0.09%-8513F-HRTimelineGroup
Cohen Klingenstein LLC17,200$7.15M0.2%013F-HRTimeline
SaddleRock Capital Management LLC17,179$7.14M6.89%new13F-HRTimeline
Chemistry Wealth Management LLC17,135$7.12M1.15%+4913F-HRTimeline
VestGen Advisors, LLC17,105$7.11M0.21%+4,36413F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC17,102$7.11M7.71%-5,10013F-HRTimeline
Smith Salley Wealth Management17,096$7.11M0.31%+1,24613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…425,691$7.1M0.42%-3,81613F-HRTimeline
Tradition Wealth Management, LLC16,983$7.06M0.43%-35313F-HRTimeline
Citizens National Bank Trust Department16,924$7.03M1.03%-22113F-HRTimeline
GAM Holding AGin group GAM Holding AG16,889$7.02M0.54%-6,95313F-HRTimelineGroup
Ausdal Financial Partners, Inc.16,887$7.02M0.28%-3,11513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.16,868$7.01M0.41%+1613F-HRTimelineGroup
Mutual Advisors, LLC16,829$6.99M0.13%-40913F-HRTimeline
Morse Asset Management, Inc16,714$6.95M1.15%+1,15213F-HRTimeline
DC Investments Management, LLC16,692$6.94M2.37%013F-HRTimeline
Advisors Capital Management, LLC16,670$6.93M0.07%-14613F-HRTimeline
Aviance Capital Partners, LLC16,642$6.92M0.72%-27913F-HRTimeline
TWIN CAPITAL MANAGEMENT INC16,577$6.89M0.75%+21013F-HRTimeline
WESBANCO BANK INC16,560$6.88M0.17%-19,60413F-HRTimeline
Lynch Asset Management, Inc.16,550$6.88M1.88%-10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,514$6.86M0.13%-5,25013F-HRTimelineGroup
Blue Edge Capital, LLC16,489$6.85M0.82%-29413F-HRTimeline
Dakota Wealth Management16,471$6.85M0.13%+4,63013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding16,363$6.8M+2,235Timeline
CFC Planning Co LLC16,316$6.78M4.01%+1,31113F-HRTimeline
Blue Fin Capital, Inc.16,254$6.76M0.98%+8313F-HRTimeline
CEERA INVESTMENTS, LLC16,193$6.73M2.85%-24313F-HRTimeline
Chronos Wealth Management, LLC16,130$6.7M2.97%-8813F-HRTimeline
Valeo Financial Advisors, LLC16,110$6.7M0.14%-6113F-HRTimeline
NICHOLAS COMPANY, INC.16,007$6.65M0.12%-54013F-HRTimeline
Commonwealth Retirement Investments LLC15,970$6.64M1.8%+5,47813F-HRTimeline
GC Wealth Management RIA, LLC15,847$6.59M0.38%-3,66113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…15,812$6.57M1.41%-14813F-HRTimeline
TB Alternative Assets Ltd.15,675$6.51M1.05%-31,50913F-HRTimeline
Ballentine Partners, LLC15,641$6.5M0.08%+57013F-HRTimeline
Wealthspire Advisors, LLC15,639$6.5M0.04%+3,12813F-HRTimeline
Fiduciary Alliance LLC15,616$6.49M0.44%+3,34713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.15,606$6.49M0.39%new13F-HRTimelineGroup
LSV ASSET MANAGEMENT15,565$6.47M0.01%013F-HRTimeline
GHP Investment Advisors, Inc.15,553$6.46M0.24%+1,14313F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,536$6.46M0.24%+5,02013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC15,493$6.44M0.2%-19,22613F-HRTimeline
Lester Murray Antman dba SimplyRich15,443$6.42M1.51%+34213F-HRTimeline
EQUITABLE TRUST CO15,220$6.33M0.26%-20,93413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.15,176$6.31M0.21%+14713F-HRTimelineGroup
AIMZ Investment Advisors, LLC15,160$6.3M1.73%+113F-HRTimeline
Busey Bank15,141$6.29M0.15%-1,78913F-HRTimeline
Central Pacific Bank - Trust Division15,098$6.28M0.64%+4,04313F-HRTimeline
EFG International AGin group EFG International AG15,036$6.25M0.11%+17713F-HRTimelineGroup
Sienna Gestion14,716$6.25M0.37%new13F-HRTimeline
Beverly Hills Private Wealth, LLC14,999$6.23M1.2%-2,72713F-HRTimeline
AMG National Trust Bank14,966$6.22M0.13%+1,04813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,951$6.21M0.97%-1,07513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC14,869$6.18M1.93%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC14,860$6.18M3.29%+7713F-HRTimeline
Generali Investments CEE, investicni sp…14,832$6.16M0.29%-1,15713F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO14,770$6.14M0.24%-3013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,748$6.13M0.43%-1,01513F-HRTimeline
AlphaCore Capital LLC14,684$6.1M0.11%+4,80913F-HRTimeline
Mubadala Investment Co PJSC14,663$6.09M0.02%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,653$6.09M0.17%-9013F-HRTimeline
Bell & Brown Wealth Advisors, LLC14,604$6.07M1.84%+84013F-HRTimeline
Science & Technology Partners, L.P.14,600$6.07M1.02%new13F-HRTimeline
Pure Financial Advisors, LLC14,581$6.06M0.08%-67813F-HRTimeline
CAXTON ASSOCIATES LLP14,512$6.03M0.11%+10,89813F-HRTimeline
Frank, Rimerman Advisors LLC14,325$5.95M0.34%-5213F-HRTimeline
Portfolio Design Labs, LLC14,201$5.9M0.97%+7,16413F-HRTimeline
Convergence Investment Partners, LLC14,197$5.9M0.56%+11,92513F-HRTimeline
Verdence Capital Advisors LLC14,130$5.87M0.31%-22613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…14,115$5.87M1.12%-413F-HRTimeline
PROFUND ADVISORS LLC14,020$5.83M0.16%-12413F-HRTimeline
Clear Harbor Asset Management, LLC14,000$5.82M0.36%-213F-HRTimeline
Axecap Investments, LLC13,996$5.82M3.22%new13F-HRTimeline
HWG Holdings LP13,947$5.8M1.31%new13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH13,927$5.79M0.5%+2,52713F-HRTimeline
DLK Investment Management, LLC11,274$5.74M2.44%new13F-HRTimeline
Clearstead Advisors, LLC13,787$5.73M0.05%-30513F-HRTimeline
SIMON QUICK ADVISORS, LLC13,772$5.72M0.23%+76613F-HRTimeline
Donoghue Forlines LLC13,767$5.72M1.48%+7,93013F-HRTimeline
Williams Jones Wealth Management, LLC.13,606$5.66M0.06%+3,09513F-HRTimeline
Compound Planning, Inc.13,585$5.65M0.15%+5,67513F-HRTimeline
Meridian Wealth Management, LLC13,546$5.63M0.17%-79113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.13,540$5.63M0.08%-5,96513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WINMILL & CO. INCin group WINMILL & CO. INC13,500$5.61M1.24%013F-HRTimelineGroup
INSPIRE TRUST CO, N.A.13,500$5.61M0.77%-11,04013F-HRTimeline
PKO Investment Management Joint-Stock Co13,489$5.61M0.41%-30013F-HRTimeline
SBI Securities Co., Ltd.13,485$5.6M0.13%-5,65213F-HRTimeline
Wedmont Private Capital13,166$5.59M0.15%+12213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,432$5.58M+1,207Timeline
Griffith & Werner, Inc.13,278$5.52M2.59%+78813F-HRTimeline
SECTORAL ASSET MANAGEMENT INC13,235$5.5M3.84%-1,72213F-HRTimeline
CIDEL ASSET MANAGEMENT INC13,198$5.49M0.26%+44113F-HRTimeline
Tradewinds, LLC.8,190$5.46M1.28%-3,54013F-HRTimeline
Scissortail Wealth Management, LLC13,096$5.44M1.05%-14513F-HRTimeline
Prescott Group Capital Management, L.L.…13,093$5.44M0.47%+1,91013F-HRTimeline
Linscomb Wealth, Inc.13,056$5.43M0.24%-12013F-HRTimeline
HANCOCK WHITNEY CORP13,028$5.41M0.09%-33713F-HRTimeline
Roundview Capital LLC13,019$5.41M0.3%+2613F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co13,000$5.4M1.5%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC12,971$5.39M0.2%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,952$5.38M0.36%-25713F-HRTimelineGroup
Mattson Financial Services, LLC12,583$5.33M1.12%-1,36013F-HRTimeline
Sky Investment Group LLC12,785$5.31M0.83%-29213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,729$5.29M0.08%+3,27213F-HRTimeline
Sigma Planning Corp12,723$5.29M0.13%-1,79513F-HRTimeline
Point Windward Advisors Inc.12,714$5.28M2.34%+9413F-HRTimeline
LexAurum Advisors, LLC12,589$5.23M0.6%+3513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,559$5.22M0.32%+45713F-HRTimeline
MORTON COMMUNITY BANK12,546$5.21M1.06%+54513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …12,479$5.19M0.61%-91713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC12,460$5.18M0.64%-1,29213F-HRTimeline
Curi Capital, LLC12,452$5.18M0.08%+4,40613F-HRTimeline
Collar Capital Management, LLC12,418$5.16M3.04%-46613F-HRTimeline
Leeward Financial Partners, LLC12,411$5.16M1.35%+1113F-HRTimeline
Sepio Capital, LP12,397$5.15M0.26%-1,05613F-HRTimeline
Jasper Ridge Partners, L.P.12,379$5.15M0.11%013F-HR/ATimeline
Savvy Advisors, Inc.12,367$5.14M0.11%+5,58713F-HRTimeline
Liberty Capital Management, Inc.12,336$5.13M0.88%13F-HRTimeline
MATAURO, LLC12,334$5.13M0.68%-13513F-HRTimeline
ZEGA Investments, LLC12,243$5.09M0.85%+1,04113F-HRTimeline
Perkins Coie Trust Co12,218$5.08M0.84%-56113F-HRTimeline
Capital Investment Advisory Services, L…12,199$5.07M0.31%-6613F-HRTimeline
Maia Wealth LLC12,104$5.03M0.74%+1,08913F-HRTimeline
FAS Wealth Partners, Inc.12,076$5.02M0.26%+79313F-HRTimeline
Trilogy Capital Inc.12,033$5M0.2%+10,81213F-HRTimeline
B. Riley Wealth Advisors, Inc.11,819$4.96M0.27%+51613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,937$4.96M0.09%+6,11713F-HRTimeline
Altrafin AG11,931$4.96M1.94%-4,75813F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP11,916$4.95M0.23%+7213F-HRTimeline
Rench Wealth Management, Inc.11,902$4.95M1.33%-20313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…11,835$4.92M0.02%-37813F-HRTimeline
Accredited Investors Inc.11,819$4.91M0.21%+2,15113F-HRTimeline
Van Hulzen Asset Management, LLC11,817$4.91M0.35%+1,97213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,778$4.9M0.19%-1,07413F-HRTimeline
Dynamic Advisor Solutions LLC11,769$4.89M0.14%-1,78813F-HRTimeline
Keebeck Wealth Management11,754$4.89M0.48%+9,21213F-HRTimeline
Western Wealth Management, LLC11,736$4.88M0.16%-2,03313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,733$4.88M0.18%-4113F-HRTimeline
Legacy Private Trust Co.11,720$4.87M0.27%-80113F-HRTimeline
Brown Miller Wealth Management, LLC11,685$4.86M1.22%+61813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,647$4.84M0.17%-66113F-HRTimelineGroup
Osprey Private Wealth LLC11,646$4.84M1.25%+5,71413F-HRTimeline
YHB Investment Advisors, Inc.11,642$4.84M0.31%-5,76713F-HRTimeline
Integrated Advisors Network LLC11,613$4.83M0.22%+4,27613F-HRTimeline
West Branch Capital LLC11,589$4.82M1.12%+11413F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/11,572$4.81M0.36%-4,65013F-HRTimeline
Crossmark Global Holdings, Inc.11,569$4.81M0.06%-36113F-HRTimeline
SYON CAPITAL LLC11,562$4.81M0.21%+2,31613F-HRTimeline
HighPoint Advisor Group LLC11,550$4.8M0.17%-4,71313F-HRTimeline
HBW ADVISORY SERVICES LLC11,519$4.79M0.43%-7713F-HRTimeline
Ninety One North America, Inc.11,518$4.79M0.22%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…11,477$4.77M0.04%-6,27313F-HRTimelineGroup
Hilton Capital Management, LLC11,465$4.77M0.32%+13213F-HRTimeline
Bluesphere Advisors LLC11,445$4.76M1.47%+2513F-HRTimeline
Onex Canada Asset Management Inc.11,436$4.75M0.73%-1,31513F-HRTimeline
Engineers Gate Manager LP11,419$4.75M0.06%-9,90913F-HRTimeline
Palouse Capital Management, Inc.11,414$4.74M2.96%-1,16113F-HRTimeline
Belpointe Asset Management LLC11,412$4.74M0.15%+1,20713F-HRTimeline
Bell Asset Management Ltd11,360$4.72M1.26%-4,83313F-HRTimeline
Resonant Capital Advisors, LLC11,340$4.71M0.23%+1,94813F-HRTimeline
Community Bank & Trust, Waco, Texas11,330$4.71M0.85%-30013F-HRTimeline
Signal Advisors Wealth, LLC11,327$4.71M0.25%+1,95213F-HRTimeline
Koshinski Asset Management, Inc.11,319$4.7M0.25%+2,32213F-HRTimeline
E Fund Management Co., Ltd.11,317$4.7M0.11%+89513F-HRTimeline
Sandhill Capital Partners LLC11,253$4.68M0.38%+94513F-HRTimeline
Manhattan West Asset Management, LLC11,236$4.67M0.78%+86213F-HRTimeline
OSTRUM ASSET MANAGEMENT11,217$4.66M0.22%+3,33013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC10,999$4.57M0.28%-17113F-HRTimeline
Aurdan Capital Management, LLC10,980$4.56M1.16%-18413F-HRTimeline
Coastline Trust Co10,965$4.56M0.4%+5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Venturi Wealth Management, LLC10,963$4.56M0.18%-2,55713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,928$4.54M0.36%-5,93013F-HRTimeline
Advyzon Investment Management, LLC10,924$4.54M0.33%+2,17513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,910$4.53M0.71%+1,78213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding10,864$4.52M+58Timeline
KORNITZER CAPITAL MANAGEMENT INC /KS10,852$4.51M0.09%-4,12013F-HRTimeline
SIG BROKERAGE, LP10,844$4.51M0.72%-9,50813F-HRTimeline
Aaron Wealth Advisors LLC10,803$4.49M0.23%+1,85613F-HRTimeline
Glassy Mountain Advisors, Inc.10,782$4.48M1.23%+7613F-HRTimeline