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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
AMICA MUTUAL INSURANCE CO24,776$12.5M1.28%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH24,774$12.5M2.18%-82213F-HRTimeline
Summit Financial, LLC24,729$12.5M0.44%+1,20113F-HRTimeline
Berger Financial Group, Inc24,617$12.5M0.86%+1213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC24,447$12.4M0.55%+1,02313F-HRTimeline
ABNER HERRMAN & BROCK LLC24,412$12.3M1.53%+73713F-HRTimeline
Bleakley Financial Group, LLC24,094$12.2M0.37%-1,57613F-HRTimeline
GF FUND MANAGEMENT CO. LTD.23,992$12.1M0.26%13F-HRTimeline
AIA Group Ltdin group AIA Group Ltd23,983$12.1M0.29%+4,10613F-HRTimelineGroup
WOLVERINE TRADING, LLC23,872$12.1M0.27%+21,12713F-HRTimeline
Leith Wheeler Investment Counsel Ltd.23,949$12.1M0.88%+3,39913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,909$12.1M0.12%-6,53413F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …23,889$12.1M0.19%-613F-HRTimelineGroup
SVB WEALTH LLC23,752$12M0.22%new13F-HRTimeline
Procyon Advisors, LLC23,701$12M0.77%+2,78013F-HRTimeline
Sonora Investment Management Group, LLC23,514$11.9M0.91%+40113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …23,454$11.9M1.7%13F-HRTimeline
Roundview Capital LLC23,439$11.9M0.83%-1,24013F-HRTimeline
DAVIS-REA LTD.23,438$11.9M6%+5,57513F-HRTimeline
Miramar Capital, LLC23,425$11.8M2.83%+19813F-HRTimeline
Princeton Global Asset Management LLC23,351$11.8M2.21%+18313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.23,271$11.8M1%+51113F-HRTimeline
Running Oak Capital LLC23,264$11.8M1.54%+2,33813F-HRTimeline
GREENLEAF TRUST23,242$11.8M0.11%+26113F-HRTimeline
LOWE BROCKENBROUGH & CO INC23,193$11.7M0.75%+19513F-HRTimeline
GDS Wealth Management23,144$11.7M1.07%+1,60513F-HRTimeline
Anchor Investment Management, LLC22,972$11.6M1.08%-33813F-HRTimeline
Pine Valley Investments Ltd Liability Co22,911$11.6M0.76%+3,94813F-HRTimeline
Plato Investment Management Ltd22,812$11.6M0.85%-45413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC22,823$11.5M0.33%+23413F-HRTimeline
Broderick Brian C22,761$11.5M2.26%+1,26413F-HRTimeline
Laird Norton Wetherby Wealth Management…22,736$11.5M0.55%-1,37213F-HRTimeline
COZAD ASSET MANAGEMENT INC22,709$11.5M1.07%+8113F-HRTimeline
Governors Lane LP22,600$11.4M1.71%-6,70013F-HRTimeline
Fulcrum Capital LLC22,561$11.4M2.39%+3,20213F-HRTimeline
High Note Wealth, LLC22,546$11.4M2.97%-62713F-HRTimeline
Buckingham Capital Management, Inc.22,517$11.4M1.31%-1,26013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC22,463$11.4M2.2%+68013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,459$11.4M0.16%-73013F-HRTimeline
Iyo Bank, Ltd.22,410$11.3M3.88%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp22,394$11.3M1.59%-1713F-HRTimelineGroup
ADVISORY RESEARCH INC22,378$11.3M1.88%-15613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC22,361$11.3M2.11%+2,65013F-HRTimeline
Van Hulzen Asset Management, LLC22,281$11.3M0.82%+38413F-HRTimeline
Crossmark Global Holdings, Inc.22,245$11.3M0.21%-75313F-HRTimeline
Caprock Group, LLC22,241$11.3M0.37%-5313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC22,219$11.2M1.23%-9,79313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…22,109$11.2M0.28%+14,28713F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp22,046$11.2M0.12%-49713F-HRTimeline
Trexquant Investment LP22,023$11.1M0.13%new13F-HRTimeline
Core Alternative Capital22,010$11.1M2.33%-1,95513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC21,866$11.1M0.09%+91013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…21,840$11M0.48%+8613F-HRTimeline
Torray Investment Partners LLC21,818$11M1.58%-5,50713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,805$11M0.83%+5913F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP21,593$10.9M0.72%-11,79413F-HRTimelineGroup
CW Advisors, LLC21,572$10.9M0.15%-30,17113F-HRTimeline
Artemis Investment Management LLP21,476$10.9M0.15%-40,98113F-HRTimeline
Allen Mooney & Barnes Investment Adviso…21,466$10.9M1.83%-313F-HRTimeline
Soltis Investment Advisors LLC21,444$10.8M1%+3,14813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,383$10.8M0.26%+23513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,333$10.8M0.29%-66613F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC21,178$10.7M0.45%-2,04213F-HRTimeline
OSSIAM21,127$10.7M0.18%+21,05613F-HRTimeline
Richard Bernstein Advisors LLC21,062$10.7M0.24%013F-HRTimeline
MUFG Securities EMEA plc21,053$10.7M0.2%-11,94713F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP20,925$10.6M0.99%-9,28813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,850$10.5M0.85%+8,06613F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,699$10.5M0.66%-37013F-HRTimelineGroup
Waverly Advisors, LLC20,522$10.4M0.16%+8,43313F-HRTimeline
SCHOLTZ & COMPANY, LLC20,506$10.4M4.95%-87513F-HRTimeline
SIGNATUREFD, LLC20,457$10.3M0.2%-1,23913F-HRTimeline
Haverford Financial Services, Inc.20,278$10.3M3.13%-2,42913F-HRTimeline
Greenwich Wealth Management LLC20,243$10.2M0.72%+4613F-HRTimeline
Eldred Rock Partners, LLC20,195$10.2M3.51%+4613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20,204$10.2M1.2%+20313F-HRTimeline
Pallas Capital Advisors LLC20,069$10.2M0.43%-8513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.18,700$10.1M0.48%-76113F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC20,008$10.1M0.36%-31213F-HRTimelineGroup
ARDSLEY ADVISORY PARTNERS LP20,000$10.1M1.96%new13F-HRTimeline
Parkman Healthcare Partners LLC20,000$10.1M1.35%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding19,996$10.1M-256Timeline
TRAN CAPITAL MANAGEMENT, L.P.19,875$10.1M1.14%+57513F-HRTimeline
NorthCrest Asset Manangement, LLC19,760$10M0.3%+1,42713F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd19,706$9.97M0.84%new13F-HRTimelineGroup
Guardian Partners Inc.18,971$9.95M1.01%13F-HRTimeline
EVOKE WEALTH, LLC19,622$9.93M0.28%-62213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,585$9.91M0.69%-77713F-HRTimelineGroup
Pictet North America Advisors SA19,517$9.87M0.94%+13213F-HRTimeline
Ascent Wealth Partners, LLC19,485$9.86M1.33%+14213F-HRTimeline
Global Retirement Partners, LLC19,436$9.83M0.28%+38613F-HRTimeline
Aurdan Capital Management, LLC19,333$9.78M3.75%13F-HRTimeline
Stokes Capital Advisors, LLC19,302$9.76M2.52%-18813F-HRTimeline
Kesler, Norman & Wride, LLC19,210$9.72M2.1%+44113F-HRTimeline
McKinley Carter Wealth Services, Inc.19,081$9.65M0.59%-20513F-HRTimeline
Strong Tower Advisory Services19,062$9.64M2.52%+48213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,449$9.61M-454Timeline
TWIN CAPITAL MANAGEMENT INC18,964$9.59M1.05%+1,62113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,959$9.59M0.27%-38513F-HRTimeline
Mirabaud & Cie SA18,925$9.57M3.08%-28213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS18,857$9.54M0.46%new13F-HRTimeline
GLOBALT Investments LLC / GA18,793$9.51M0.36%+5,89013F-HRTimeline
Gotham Asset Management, LLC18,741$9.48M0.09%+1,98013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC18,713$9.47M1.23%-22913F-HRTimeline
Whitford Management LLC18,675$9.45M2.79%+10,95013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mutual Advisors, LLC18,465$9.43M0.27%-2,37013F-HRTimeline
EVEXIA WEALTH LLC17,883$9.42M3.19%-4613F-HRTimeline
FORBES J M & CO LLP18,595$9.41M0.91%+4413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP18,562$9.39M0.16%+12,47513F-HRTimelineGroup
MOTCO18,548$9.38M0.96%-12913F-HRTimeline
CULLINAN ASSOCIATES INC18,498$9.36M0.6%+95013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC18,464$9.34M0.17%-9413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG18,406$9.31M0.16%+3,16313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.18,406$9.31M1.11%-56113F-HRTimeline
Biondo Investment Advisors, LLC18,381$9.3M1.28%+35813F-HRTimeline
Unison Asset Management LLC18,291$9.25M4.54%+1,40513F-HRTimeline
Aljian Capital Management, LLC18,138$9.18M2%+1,89513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,101$9.16M0.68%-2,79113F-HRTimeline
Zions Bancorporation, N.A.18,093$9.15M0.58%+2,50313F-HRTimeline
Red Door Wealth Management, LLC17,972$9.09M1.39%+1,14913F-HRTimeline
Taikang Asset Management (Hong Kong) Co…17,969$9.09M1.34%+2,63113F-HRTimeline
Morse Asset Management, Inc17,964$9.09M2.08%+37113F-HRTimeline
FourThought Financial Partners, LLC17,959$9.09M0.94%-15913F-HRTimeline
Wealth Advisory Solutions, LLC17,847$9.03M2.53%-3213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,840$9.02M0.44%-4,36613F-HRTimeline
Venture Visionary Partners LLC17,784$9M0.38%-12213F-HR/ATimeline
Perigon Wealth Management, LLC17,614$8.99M0.22%+3,96913F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC17,727$8.97M2.48%+33113F-HRTimeline
Citizens National Bank Trust Department17,716$8.96M1.9%-7313F-HRTimeline
Stonegate Investment Group, LLC17,655$8.93M0.24%+66313F-HRTimeline
BEARING POINT CAPITAL, LLC17,647$8.93M1.86%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,645$8.93M0.29%-42513F-HRTimeline
Great Waters Wealth Management17,584$8.9M1.14%-28913F-HRTimeline
Ledyard National Bank17,540$8.87M0.83%+87313F-HRTimeline
Chronos Wealth Management, LLC17,537$8.87M4.53%+2813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,514$8.86M0.23%13F-HRTimeline
EFG Private Wealth Management (Americas…17,505$8.86M1.72%-1,28013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…17,454$8.83M2.19%-54813F-HRTimeline
GHP Investment Advisors, Inc.17,433$8.82M0.41%+38713F-HRTimeline
Checchi Capital Advisers, LLC17,423$8.81M0.66%+4,27413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY17,411$8.81M0.96%-7,11213F-HRTimeline
Marietta Wealth Management, LLC17,393$8.8M1.26%+97013F-HRTimeline
Caldwell Trust Co17,361$8.78M0.92%-1,41113F-HRTimeline
First Fiduciary Investment Counsel, Inc.17,332$8.77M1.78%+7,37413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding17,328$8.77M+90Timeline
PROFUND ADVISORS LLC17,295$8.75M0.32%-1,65113F-HRTimeline
Rothschild Capital Partners, LLC17,266$8.73M2.12%+1,16013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC16,075$8.73M0.68%+8,30513F-HRTimelineGroup
Cohen Klingenstein LLC17,200$8.7M0.3%-10,50013F-HRTimeline
Security National Bank17,154$8.68M1.24%-22513F-HRTimeline
Elk River Wealth Management LLC17,133$8.67M1.57%-10413F-HRTimeline
Ballentine Partners, LLC17,102$8.65M0.15%-22913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC17,084$8.64M0.39%-17213F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC17,046$8.62M0.04%-307,95813F-HRTimeline
Verdence Capital Advisors LLC17,037$8.62M0.69%+8013F-HRTimeline
Unigestion Holding SA17,015$8.61M0.5%-21,04413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC16,981$8.59M1.08%+1,24813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp16,883$8.54M0.5%-68313F-HRTimelineGroup
Frank, Rimerman Advisors LLC16,863$8.53M0.62%+75913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,634$8.41M0.25%-1,75713F-HRTimeline
Blue Edge Capital, LLC16,601$8.4M1.32%-4113F-HRTimeline
Pacific Capital Partners Ltd16,535$8.36M4.92%+2,50013F-HRTimeline
EARNEST PARTNERS LLC16,534$8.36M0.04%-3,68713F-HRTimeline
Goelzer Investment Management, Inc.16,532$8.36M0.49%+1,53513F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC16,475$8.33M2.7%013F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…16,380$8.29M0.85%+1013F-HRTimeline
Avitas Wealth Management LLC16,358$8.27M1.14%-17813F-HRTimeline
Icon Wealth Advisors, LLC16,349$8.27M0.68%-1,98413F-HRTimeline
RNC CAPITAL MANAGEMENT LLC16,337$8.26M0.44%-1,49113F-HRTimeline
Blue Fin Capital, Inc.16,319$8.26M1.52%-7313F-HRTimeline
Stolper Co16,311$8.25M2.75%+3613F-HRTimeline
Busey Bank16,271$8.23M0.27%-4313F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK14,057$8.22M0.73%013F-HRTimeline
IFP Advisors, Inc16,227$8.21M0.27%+41313F-HRTimeline
CenterBook Partners LP16,231$8.21M0.49%+8,33213F-HRTimeline
Bellecapital International Ltd.16,227$8.21M1.45%+1,63013F-HRTimeline
Tradition Wealth Management, LLC16,210$8.2M0.72%-18613F-HRTimeline
Sheaff Brock Investment Advisors, LLC16,140$8.16M0.71%+28713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.16,115$8.15M1.17%-10313F-HRTimeline
VESTOR CAPITAL, LLC16,099$8.14M0.62%+3713F-HRTimeline
Park State Asset Management16,059$8.12M4.57%+2213F-HRTimeline
HRT FINANCIAL LP16,058$8.12M0.04%+3,29513F-HRTimeline
Columbus Hill Capital Management, L.P.16,041$8.11M1.56%-13,00013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,980$8.11M0.2%-1,83313F-HRTimelineGroup
Summit Trail Advisors, LLC16,003$8.1M0.3%+2,37213F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.16,000$8.09M0.99%+12,00013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO15,938$8.06M0.48%-82913F-HRTimelineGroup
Trivium Point Advisory, LLC15,903$8.04M1.02%+2,47513F-HRTimeline
Burt Wealth Advisors15,865$8.03M2.04%-25113F-HRTimeline
OSTRUM ASSET MANAGEMENT15,851$8.02M0.69%+1,45013F-HRTimeline
PUZO MICHAEL J15,833$8.01M2.24%-80413F-HRTimeline
Buck Wealth Strategies, LLC15,747$7.97M1.66%+3,57113F-HRTimeline
Bedell Frazier Investment Counselling, …15,720$7.95M1.97%-57313F-HRTimeline
Nemes Rush Group LLC15,694$7.94M0.98%+1,43813F-HRTimeline
Strategic Wealth Investment Group, LLC15,523$7.85M0.87%-1,39213F-HR/ATimeline
GRIFFIN ASSET MANAGEMENT, INC.15,520$7.85M0.92%-50513F-HRTimeline
Alley Investment Management Company, LLC15,501$7.84M0.99%+8113F-HRTimeline
SOL Capital Management CO15,311$7.75M0.86%-2713F-HRTimeline
Banque de Luxembourg S.A.15,193$7.72M4.15%13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.15,254$7.71M0.71%-31013F-HRTimelineGroup