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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
Bleakley Financial Group, LLC22,830$12M0.38%-1,26413F-HRTimeline
PAYDEN & RYGEL22,780$11.9M1.03%-5,60013F-HRTimeline
Broderick Brian C22,747$11.9M2.43%-1413F-HRTimeline
GREENLEAF TRUST22,558$11.8M0.11%-68413F-HRTimeline
Caprock Group, LLC22,542$11.8M0.36%+30113F-HRTimeline
SVB WEALTH LLC22,495$11.8M0.48%-1,25713F-HRTimeline
Iyo Bank, Ltd.22,410$11.7M3.78%013F-HRTimeline
Crossmark Global Holdings, Inc.22,399$11.7M0.21%+15413F-HRTimeline
Geneos Wealth Management Inc.15,561$11.6M0.17%+1,87713F-HRTimeline
Eldred Rock Partners, LLC22,295$11.6M3.55%+2,10013F-HRTimeline
Callan Family Office, LLC22,149$11.6M0.87%-9,21213F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC22,106$11.6M2.49%-25513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE22,068$11.6M2.14%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,823$11.4M0.98%+97313F-HR/ATimeline
CHURCHILL MANAGEMENT Corp21,809$11.4M0.14%-23713F-HRTimeline
Torray Investment Partners LLC21,798$11.4M1.7%-2013F-HRTimeline
Plato Investment Management Ltd21,548$11.4M0.96%-1,26413F-HRTimeline
Clearstead Advisors, LLC21,663$11.3M0.18%-23,66313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,651$11.3M0.72%+95213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP21,626$11.3M0.28%+24313F-HRTimeline
NorthCrest Asset Manangement, LLC21,571$11.3M0.34%+1,81113F-HRTimeline
Polar Asset Management Partners Inc.21,472$11.2M0.37%+17,57213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC21,452$11.2M0.85%-8,81513F-HRTimeline
Dynamic Advisor Solutions LLC21,366$11.2M0.37%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…21,344$11.2M0.52%-49613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding21,283$11.1M+3,955Timeline
Strong Tower Advisory Services21,186$11.1M2.73%+2,12413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC21,119$11.1M1.36%-1,10013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP21,059$11M0.37%-8,94113F-HR/ATimeline
ADVISORY RESEARCH INC21,037$11M1.94%-1,34113F-HRTimeline
Soltis Investment Advisors LLC21,028$11M0.98%-41613F-HRTimeline
Artemis Investment Management LLP21,025$11M0.17%-45113F-HRTimeline
SIGNATUREFD, LLC20,996$11M0.21%+53913F-HRTimeline
Procyon Advisors, LLC20,926$11M0.67%-2,77513F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP20,925$11M1.21%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG20,848$10.9M0.2%+2,44213F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …20,768$10.9M1.56%-2,68613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…20,745$10.9M0.69%13F-HRTimeline
Longbow Finance SA20,704$10.8M1.3%-4,44613F-HRTimeline
QUADRANT CAPITAL GROUP LLC20,657$10.8M0.4%+9,41013F-HRTimeline
Merit Financial Group, LLC20,573$10.8M0.16%+5,78413F-HRTimeline
Napean Trading & Investment Co (Singapo…20,488$10.7M3.13%-19,67513F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC20,461$10.7M0.21%+1,99713F-HRTimeline
Stokes Capital Advisors, LLC20,455$10.7M2.72%+1,15313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise20,450$10.7M0.47%13F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP20,289$10.6M0.78%-1,30413F-HRTimelineGroup
KINGDON CAPITAL MANAGEMENT, L.L.C.20,262$10.6M2.2%new13F-HRTimeline
Richard Bernstein Advisors LLC20,174$10.6M0.26%-88813F-HRTimeline
Haverford Financial Services, Inc.20,165$10.6M3.25%-11313F-HRTimeline
Kesler, Norman & Wride, LLC20,160$10.6M2.01%+95013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC20,131$10.5M0.15%-2,32813F-HRTimeline
Janney Capital Management LLC20,037$10.5M0.72%-4,99513F-HRTimeline
Greenwich Wealth Management LLC20,014$10.5M0.79%-22913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC19,976$10.5M0.37%-3213F-HRTimelineGroup
HighPoint Advisor Group LLC25,488$10.4M0.61%-42713F-HRTimeline
EVEXIA WEALTH LLC17,937$10.4M3.77%+5413F-HRTimeline
SCHOLTZ & COMPANY, LLC19,801$10.4M5.13%-70513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP19,795$10.4M1.25%-40913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,795$10.4M0.09%-2,07113F-HR/ATimelineGroup
Summit Trail Advisors, LLC19,662$10.3M0.34%+3,65913F-HRTimeline
McKinley Carter Wealth Services, Inc.19,576$10.3M0.63%+49513F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS33,921$10.2M0.56%13F-HRTimeline
Red Door Wealth Management, LLC19,468$10.2M1.51%+1,49613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC19,397$10.2M0.46%-1,78113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding19,376$10.1M-620Timeline
GWN SECURITIES INC.22,686$10.1M0.57%+22,04413F-HRTimeline
Roundview Capital LLC19,334$10.1M0.73%-4,10513F-HRTimeline
MOTCO19,299$10.1M1.07%+75113F-HRTimeline
Mirabaud & Cie SA19,286$10.1M3.45%+36113F-HRTimeline
Unison Asset Management LLC18,547$10.1M5.94%+25613F-HRTimeline
AIA Group Ltdin group AIA Group Ltd19,253$10.1M0.25%-4,73013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC19,250$10.1M2.14%+1,60313F-HRTimeline
Biondo Investment Advisors, LLC19,242$10.1M1.43%+86113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC19,184$10M1.28%+47113F-HRTimeline
Marks Group Wealth Management, Inc19,136$10M0.96%-12,09013F-HRTimeline
FORBES J M & CO LLP19,097$10M0.97%+50213F-HRTimeline
Core Alternative Capital18,972$9.94M2.39%-3,03813F-HRTimeline
Philadelphia Financial Management of Sa…18,910$9.9M2.2%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC18,891$9.89M0.82%+4,99213F-HRTimeline
Marietta Wealth Management, LLC18,889$9.89M1.45%+1,49613F-HRTimeline
ELWOOD CAPITAL PARTNERS LP18,809$9.85M11.95%+13,97213F-HRTimeline
Verdence Capital Advisors LLC18,769$9.83M0.75%+1,73213F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,749$9.82M0.3%+7,27913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.18,737$9.81M0.48%+3713F-HRTimelineGroup
Pictet North America Advisors SA18,680$9.78M0.98%-83713F-HRTimeline
GLOBALT Investments LLC / GA18,657$9.77M0.4%-13613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,608$9.75M0.7%+50713F-HRTimeline
Perigon Wealth Management, LLC18,606$9.74M0.25%+99213F-HRTimeline
Buck Wealth Strategies, LLC18,584$9.73M1.77%+2,83713F-HRTimeline
Taikang Asset Management (Hong Kong) Co…18,498$9.69M1.32%+52913F-HRTimeline
TWIN CAPITAL MANAGEMENT INC18,497$9.69M1.13%-46713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,406$9.64M0.29%+1,77213F-HRTimeline
WEDBUSH SECURITIES INC18,294$9.58M0.35%-7,07813F-HRTimeline
FourThought Financial Partners, LLC18,192$9.53M1%+23313F-HRTimeline
EVOKE WEALTH, LLC18,158$9.51M0.25%-1,46413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.18,155$9.51M1.21%-25113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC18,026$9.44M0.48%+1,68913F-HRTimeline
Citizens National Bank Trust Department17,886$9.37M2%+17013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,867$9.36M0.31%+22213F-HRTimeline
Aljian Capital Management, LLC17,856$9.35M2.22%-28213F-HRTimeline
Ledyard National Bank17,844$9.35M0.92%+30413F-HRTimeline
Checchi Capital Advisers, LLC17,693$9.27M0.66%+27013F-HRTimeline
SIG BROKERAGE, LP17,642$9.24M2.69%+12,88613F-HRTimeline
Ballentine Partners, LLC17,550$9.19M0.16%+44813F-HRTimeline
Greystone Financial Group, LLC17,462$9.15M1.66%new13F-HRTimeline
Chronos Wealth Management, LLC17,447$9.14M4.9%-9013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY17,384$9.1M1%-2713F-HRTimeline
GHP Investment Advisors, Inc.17,381$9.1M0.44%-5213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,305$9.06M0.65%-2,28013F-HRTimelineGroup
EFG Private Wealth Management (Americas…17,288$9.05M1.83%-21713F-HRTimeline
Security National Bank17,278$9.05M1.71%+12413F-HRTimeline
Aurdan Capital Management, LLC17,270$9.04M3.41%-2,06313F-HRTimeline
Great Waters Wealth Management17,237$9.03M1.25%-34713F-HRTimeline
Cohen Klingenstein LLC17,200$9.01M0.33%013F-HRTimeline
IFP Advisors, Inc17,138$8.98M0.28%+91113F-HRTimeline
Texas Capital Bank Wealth Management Se…17,100$8.96M0.9%+72013F-HRTimeline
Baader Bank Aktiengesellschaft17,166$8.95M0.9%-10,98213F-HRTimeline
Morse Asset Management, Inc17,007$8.91M2.25%-95713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.16,965$8.89M1.09%+1,44513F-HRTimeline
Elk River Wealth Management LLC16,962$8.88M1.66%-17113F-HRTimeline
First Fiduciary Investment Counsel, Inc.16,939$8.87M1.9%-39313F-HRTimeline
Dakota Wealth Management16,875$8.84M0.21%-11,03313F-HRTimeline
PROFUND ADVISORS LLC16,842$8.82M0.38%-45313F-HRTimeline
Blue Edge Capital, LLC16,793$8.8M1.41%+19213F-HRTimeline
Caldwell Trust Co16,782$8.79M0.94%-57913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…16,775$8.79M2.22%-67913F-HRTimeline
Rothschild Capital Partners, LLC16,766$8.78M2.3%-50013F-HRTimeline
Blue Fin Capital, Inc.16,614$8.7M1.69%+29513F-HRTimeline
Bellecapital International Ltd.16,599$8.69M1.72%+37213F-HRTimeline
CX Institutional16,565$8.68M0.33%+5,71213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.16,561$8.67M1.3%+44613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC16,560$8.67M0.41%-52413F-HRTimelineGroup
WINMILL & CO. INCin group WINMILL & CO. INC16,475$8.63M2.62%013F-HRTimelineGroup
EARNEST PARTNERS LLC16,433$8.61M0.04%-10113F-HRTimeline
MUFG SECURITIES AMERICAS INC.16,290$8.53M0.99%+2,70513F-HRTimeline
Tradition Wealth Management, LLC16,234$8.5M0.75%+2413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding16,151$8.46M+6,099Timeline
SAGESPRING WEALTH PARTNERS, LLC16,133$8.45M0.21%-1,38113F-HRTimeline
Stolper Co16,096$8.43M2.76%-21513F-HRTimeline
VESTOR CAPITAL, LLC16,085$8.42M0.69%-1413F-HRTimeline
Burt Wealth Advisors16,041$8.4M2.11%+17613F-HRTimeline
Goelzer Investment Management, Inc.16,013$8.39M0.49%-51913F-HR/ATimeline
Sheaff Brock Investment Advisors, LLC16,007$8.38M0.77%-13313F-HRTimeline
PUZO MICHAEL J15,983$8.37M2.4%+15013F-HRTimeline
Nemes Rush Group LLC15,962$8.36M1.06%+26813F-HRTimeline
GAMMA Investing LLC15,838$8.3M0.62%+1,08913F-HR/ATimeline
VestGen Advisors, LLC15,747$8.25M0.37%13F-HRTimeline
11 Capital Partners LP15,700$8.22M2.73%-11,45013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK14,057$8.22M0.75%013F-HRTimeline
Busey Bank15,674$8.21M0.28%-59713F-HRTimeline
Asio Capital, LLC15,599$8.17M1.58%+84813F-HRTimeline
Farther Finance Advisors, LLC15,614$8.17M0.21%+3,01613F-HRTimeline
Park State Asset Management15,567$8.15M4.99%-49213F-HRTimeline
SOL Capital Management CO15,511$8.12M0.9%+20013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp15,494$8.11M0.49%-1,38913F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT15,489$8.11M0.43%-36213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC15,477$8.11M0.04%-1,56913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP15,455$8.09M0.16%-3,10713F-HRTimelineGroup
Harbour Trust & Investment Management Co15,421$8.08M0.98%+74013F-HRTimeline
Banque de Luxembourg S.A.15,352$8.04M4.6%+15913F-HRTimeline
Arkadios Wealth Advisors15,350$8.04M0.3%+5,63113F-HRTimeline
Venture Visionary Partners LLC15,329$8.03M0.34%-2,45513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC15,325$8.03M0.76%+85713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,272$8M0.4%-2,56813F-HRTimeline
FIRST MERCHANTS CORP15,235$7.98M0.32%-19,29913F-HRTimeline
Frank, Rimerman Advisors LLC15,177$7.95M0.63%-1,68613F-HRTimeline
Lester Murray Antman dba SimplyRich15,169$7.94M2.3%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.15,119$7.92M0.14%-122,09013F-HRTimelineGroup
Trivium Point Advisory, LLC15,063$7.89M0.98%-84013F-HRTimeline
Sigma Planning Corp15,048$7.88M0.25%+45713F-HRTimeline
PITCAIRN COin group PITCAIRN CO15,041$7.88M0.48%-89713F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV15,024$7.87M1.11%+24313F-HRTimeline
Icon Wealth Advisors, LLC14,952$7.83M0.64%-1,39713F-HRTimeline
High Note Wealth, LLC14,841$7.77M1.92%-7,70513F-HRTimeline
Estabrook Capital Management14,834$7.77M1.26%-39613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.14,815$7.76M0.71%-43913F-HRTimelineGroup
ALERUS FINANCIAL NA14,809$7.76M0.62%-28413F-HRTimeline
AMG National Trust Bank14,775$7.74M0.22%-15413F-HRTimeline
Telos Capital Management, Inc.14,769$7.74M0.84%+46013F-HRTimeline
Capital Investment Counsel, LLC14,755$7.73M1.28%+27713F-HRTimeline
Kidder Stephen W14,748$7.72M2.41%+2713F-HRTimeline
CENTAURUS FINANCIAL, INC.14,721$7.71M0.47%+44913F-HRTimeline
Mader & Shannon Wealth Management, Inc.14,710$7.7M4.4%+1,64013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC14,668$7.68M2.46%+37213F-HRTimeline
Gladstone Institutional Advisory LLC14,663$7.68M0.36%+80013F-HRTimeline
Archford Capital Strategies, LLC14,564$7.63M1.12%+5,62513F-HRTimeline
Cornerstone Wealth Group, LLC14,535$7.61M0.63%+2,30513F-HRTimeline
Bedell Frazier Investment Counselling, …14,508$7.6M1.93%-1,21213F-HRTimeline
MONTAG & CALDWELL, LLC14,477$7.58M1.76%-65313F-HRTimeline
Ballast, Inc.14,462$7.57M2.14%+20713F-HRTimeline
CULLINAN ASSOCIATES INC14,388$7.54M0.53%-4,11013F-HRTimeline
Freedom Together Foundation14,355$7.52M0.98%013F-HRTimeline
SYON CAPITAL LLC14,342$7.51M0.61%+1,38813F-HRTimeline
SPINNAKER TRUST14,303$7.49M0.49%+13413F-HRTimeline
Berger Financial Group, Inc14,283$7.48M0.52%-10,33413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding14,166$7.42M-960Timeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd14,148$7.41M0.03%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,115$7.39M0.7%-21513F-HRTimelineGroup
Wealthspire Advisors, LLC14,107$7.39M0.04%+13013F-HRTimeline
Liberty Capital Management, Inc.14,054$7.36M1.64%+113F-HRTimeline