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Disclosery

UNH UNITEDHEALTH GROUP INC

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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
Capital Investment Advisors, LLC20,400$6.36M0.11%-2,81913F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC20,368$6.35M0.42%+1,76013F-HRTimeline
Biondo Investment Advisors, LLC20,213$6.31M0.83%+97113F-HRTimeline
DAVIS-REA LTD.20,188$6.3M1.56%-3,36013F-HRTimeline
Meridian Wealth Management, LLC20,184$6.3M0.27%-9,50113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…20,177$6.29M0.28%-1,16713F-HRTimeline
Valeo Financial Advisors, LLC20,173$6.29M0.15%+6,29913F-HR/ATimeline
Richard Bernstein Advisors LLC20,160$6.29M0.16%-1413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,108$6.27M0.1%+4,98913F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.20,105$6.27M0.54%+3,81513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC20,054$6.26M0.75%+87013F-HRTimeline
Scion Asset Management, LLC20,000$6.24M11.09%new13F-HRTimeline
SONA ASSET MANAGEMENT (US) LLCin group SONA ASSET MANAGEMENT (US) LLC20,000$6.24M0.21%new13F-HRTimelineGroup
EASTERN BANK19,956$6.23M0.12%-129,73513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,912$6.21M0.15%-10,53713F-HRTimeline
Advisors Capital Management, LLC19,879$6.2M0.08%-78,23813F-HRTimeline
ALERUS FINANCIAL NA19,863$6.2M0.45%+5,05413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.19,849$6.19M0.08%-8,46313F-HRTimelineGroup
Greenwich Wealth Management LLC19,820$6.18M0.3%-19413F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd19,733$6.16M0.55%+5,74813F-HRTimeline
Marks Group Wealth Management, Inc19,660$6.13M0.57%+52413F-HRTimeline
J.W. COLE ADVISORS, INC.19,644$6.13M0.13%+5,82313F-HRTimeline
Arkadios Wealth Advisors19,431$6.06M0.18%+4,08113F-HRTimeline
Orange Investment Advisors, Inc.19,398$6.05M0.66%-5,32413F-HRTimeline
Altshuler Shaham Ltd19,300$6.02M0.19%new13F-HRTimeline
Plato Investment Management Ltd19,274$5.99M0.45%-2,27413F-HRTimeline
LEE DANNER & BASS INC19,158$5.98M0.46%+7,60713F-HRTimeline
Mutual Advisors, LLC21,220$5.96M0.15%+4,48813F-HRTimeline
Nemes Rush Group LLC19,088$5.95M0.65%+3,12613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,078$5.95M0.04%-71713F-HR/ATimelineGroup
Simplicity Wealth,LLC19,077$5.95M0.25%+11,17913F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.19,000$5.93M0.67%-4,00013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC19,146$5.91M0.46%-2,67713F-HR/ATimeline
SOL Capital Management CO18,937$5.91M0.57%+3,42613F-HRTimeline
McKinley Carter Wealth Services, Inc.18,893$5.89M0.33%-68313F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC18,843$5.88M1.67%+8,79313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…18,791$5.86M1.24%+2,01613F-HRTimeline
PEAK6 LLCin group PEAK6 LLC18,784$5.86M0.2%+18,78213F-HR/ATimelineGroup
Unison Asset Management LLC18,776$5.86M2.95%+22913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding18,772$5.86M-604Timeline
Stokes Capital Advisors, LLC18,678$5.83M1.43%-1,77713F-HRTimeline
Owl Creek Asset Management, L.P.18,553$5.79M0.76%-24,20113F-HRTimeline
Clearstead Advisors, LLC18,428$5.75M0.08%-3,23513F-HRTimeline
COUNTRY CLUB BANK18,567$5.74M0.36%+10,15113F-HRTimeline
Summit Trail Advisors, LLC18,378$5.73M0.1%-1,28413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,337$5.72M0.31%-2,40813F-HRTimeline
EVOKE WEALTH, LLC18,316$5.71M0.13%+15813F-HRTimeline
WP Advisors, LLC18,303$5.71M1.57%+13,20813F-HRTimeline
Venture Visionary Partners LLC18,296$5.71M0.21%+2,96713F-HRTimeline
Citizens National Bank Trust Department18,204$5.68M1.13%+31813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST18,154$5.66M0.58%-5,65613F-HRTimeline
SIGNATUREFD, LLC18,109$5.65M0.1%-2,88713F-HRTimeline
Annex Advisory Services, LLC18,018$5.62M0.14%-41,55313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,938$5.6M0.03%-72,26813F-HRTimelineGroup
Penobscot Investment Management Company…17,923$5.59M0.48%-9,18013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,812$5.56M0.88%+4,24713F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.17,765$5.54M0.98%+17,26713F-HRTimeline
SVB WEALTH LLC17,725$5.53M0.3%-4,77013F-HRTimeline
Aljian Capital Management, LLC17,615$5.5M1.21%-24113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…17,613$5.49M0.01%-25,67813F-HRTimeline
GC Wealth Management RIA, LLC17,608$5.49M0.45%+8,13413F-HRTimeline
GREENLEAF TRUST17,587$5.49M0.05%-4,97113F-HRTimeline
Clare Market Investments LLC17,581$5.48M1.22%new13F-HRTimeline
GM Advisory Group, LLC17,509$5.46M0.27%+10,82913F-HRTimeline
Tradition Wealth Management, LLC17,502$5.46M0.44%+1,26813F-HRTimeline
Tenzing Global Management, LLC17,500$5.46M3.67%new13F-HRTimeline
Ledyard National Bank17,465$5.45M0.51%-37913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,350$5.41M0.12%-4,27613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.17,299$5.4M0.24%-1,43813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management17,251$5.38M0.07%+3,96013F-HRTimelineGroup
Great Waters Wealth Management17,248$5.38M0.7%+1113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,215$5.37M0.76%+12,13113F-HRTimeline
Cohen Klingenstein LLC17,200$5.37M0.18%013F-HRTimeline
Taikang Asset Management (Hong Kong) Co…17,156$5.35M0.69%-1,34213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,138$5.35M0.16%-72913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise17,115$5.34M0.22%-3,33513F-HRTimelineGroup
BEARING POINT CAPITAL, LLC17,094$5.33M0.98%-2,15613F-HRTimeline
Vest Financial, LLC17,018$5.31M0.08%+4,79913F-HRTimeline
Morse Asset Management, Inc16,986$5.3M1.16%-2113F-HRTimeline
TOBAM16,906$5.27M2.06%+14,21113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TB Alternative Assets Ltd.16,859$5.26M0.97%new13F-HRTimeline
HANCOCK WHITNEY CORP16,855$5.26M0.1%+9,35913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,830$5.25M0.45%+1,50513F-HRTimeline
Bensler, LLC16,813$5.25M0.59%+9,86813F-HRTimeline
Consolidated Investment Group LLC16,750$5.23M0.7%+3,50013F-HRTimeline
SECTORAL ASSET MANAGEMENT INC16,745$5.22M3.45%+3,85013F-HRTimeline
Blue Fin Capital, Inc.16,720$5.22M0.89%+10613F-HRTimeline
Bretton Capital Management, LLC16,700$5.21M4.7%+6,50013F-HRTimeline
DRW Securities, LLC16,666$5.2M0.37%+13,01413F-HRTimeline
PUZO MICHAEL J16,653$5.2M1.48%+67013F-HRTimeline
SCHOLTZ & COMPANY, LLC16,650$5.19M2.28%-3,15113F-HRTimeline
Blue Edge Capital, LLC16,640$5.19M0.77%-15313F-HRTimeline
Icon Wealth Advisors, LLC16,626$5.19M0.37%+1,67413F-HRTimeline
Summit Financial, LLC16,616$5.18M0.12%-8,63313F-HRTimeline
Badgley Phelps Wealth Managers, LLC16,614$5.18M0.11%-32,40513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,594$5.17M0.19%-14,62013F-HRTimelineGroup
WINMILL & CO. INCin group WINMILL & CO. INC16,475$5.14M1.43%013F-HRTimelineGroup
Bellecapital International Ltd.16,411$5.12M0.91%-18813F-HRTimeline
Quantbot Technologies LP16,377$5.11M0.13%+11,84213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC16,356$5.1M0.22%-20413F-HRTimelineGroup
Ballentine Partners, LLC16,249$5.07M0.08%-1,30113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC16,233$5.06M0.16%-19,96013F-HR/ATimeline
Allen Capital Group, LLC16,177$5.05M0.53%+3,44613F-HRTimeline
OSTRUM ASSET MANAGEMENT16,164$5.04M0.24%+67513F-HRTimeline
Farther Finance Advisors, LLC16,118$5.03M0.1%+50413F-HRTimeline
Verdence Capital Advisors LLC16,062$5.01M0.34%-2,70713F-HRTimeline
CENTAURUS FINANCIAL, INC.15,958$4.98M0.29%+1,23713F-HRTimeline
Dakota Wealth Management15,951$4.98M0.1%-92413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,950$4.98M0.19%-10,58513F-HRTimelineGroup
Stolper Co15,915$4.96M1.63%-18113F-HRTimeline
Roundview Capital LLC15,889$4.96M0.33%-3,44513F-HRTimeline
Texas Capital Bank Wealth Management Se…15,877$4.95M0.46%-1,22313F-HRTimeline
Pure Financial Advisors, LLC15,876$4.95M0.09%+11,04513F-HRTimeline
CITY HOLDING CO15,863$4.95M0.65%+3,08813F-HRTimeline
Aurdan Capital Management, LLC15,846$4.94M1.68%-1,42413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,794$4.93M+6,243Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC15,764$4.92M1.9%+1,09613F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS15,762$4.92M0.1%-12,17213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC15,746$4.91M0.23%-3,65113F-HRTimeline
HARBOUR INVESTMENTS, INC.15,703$4.9M0.12%+9,43813F-HRTimeline
Chronos Wealth Management, LLC15,687$4.89M2.54%-1,76013F-HRTimeline
PROFUND ADVISORS LLC15,641$4.88M0.18%-1,20113F-HRTimeline
Sigma Planning Corp15,631$4.88M0.15%+58313F-HRTimeline
Ballast, Inc.15,614$4.87M1.28%+1,15213F-HR/ATimeline
Livforsakringsbolaget Skandia, Omsesidi…15,612$4.87M0.21%-24,45013F-HR/ATimeline
Gladstone Institutional Advisory LLC15,529$4.84M0.2%+86613F-HRTimeline
Harbour Trust & Investment Management Co15,509$4.84M0.54%+8813F-HRTimeline
EVEXIA WEALTH LLC17,107$4.84M1.52%-83013F-HRTimeline
Burt Wealth Advisors15,496$4.83M1.11%-54513F-HRTimeline
EARNEST PARTNERS LLC15,453$4.82M0.02%-98013F-HRTimeline
Glenview Trust Co15,431$4.81M0.08%-36,40513F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.15,376$4.8M0.68%+4,80713F-HRTimeline
AIA Group Ltdin group AIA Group Ltd15,352$4.79M0.1%-3,90113F-HRTimelineGroup
Busey Bank15,311$4.78M0.15%-36313F-HRTimeline
GHP Investment Advisors, Inc.15,246$4.76M0.21%-2,13513F-HRTimeline
Value Partners Investments Inc.15,206$4.74M0.37%+4,08913F-HRTimeline
Core Alternative Capital15,179$4.74M1.3%-3,79313F-HRTimeline
Lester Murray Antman dba SimplyRich15,114$4.71M1.31%-5513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,098$4.71M0.47%+4,88213F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,090$4.71M0.17%-5,56713F-HRTimeline
Summit X, LLC15,042$4.69M0.87%+12,19313F-HRTimeline
Sivik Global Healthcare LLC15,000$4.68M2.09%+10,00013F-HRTimeline
INSPIRE TRUST CO, N.A.15,000$4.68M0.97%+3,50013F-HRTimeline
Rovida Advisors Inc.15,000$4.68M4.16%new13F-HR/ATimeline
Kidder Stephen W14,969$4.67M1.4%+22113F-HRTimeline
Stenger Family Office, LLC17,546$4.67M1.2%13F-HRTimeline
Legacy Wealth Management, LLC / MS14,939$4.66M1.42%+6,51513F-HRTimeline
AMG National Trust Bank14,927$4.66M0.12%+15213F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.14,925$4.66M2.49%+10,53513F-HRTimeline
Schonfeld Strategic Advisors LLC14,918$4.65M0.04%-9,33913F-HRTimeline
DAVIS R M INC14,899$4.65M0.09%-64,11513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,885$4.64M0.34%-4,00613F-HRTimeline
B. Riley Wealth Advisors, Inc.14,874$4.64M0.22%-15,77013F-HRTimeline
NEVILLE RODIE & SHAW INC14,799$4.62M0.34%-12,27813F-HRTimeline
Liberty Capital Management, Inc.14,780$4.61M0.93%+72613F-HRTimeline
Miramar Capital, LLC14,768$4.61M1.09%-8,14713F-HRTimeline
Park State Asset Management14,737$4.6M2.95%-83013F-HRTimeline
Mirabaud Asset Management Ltd14,851$4.59M2.14%+1,74613F-HRTimeline
Mader & Shannon Wealth Management, Inc.14,706$4.59M2.5%-413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.14,660$4.57M0.31%-2,64513F-HRTimelineGroup
Sandhill Capital Partners LLC14,542$4.54M0.33%+3,57813F-HRTimeline
GFS Advisors, LLC14,500$4.52M0.62%new13F-HRTimeline
Lynch Asset Management, Inc.14,500$4.52M1.6%+3,05013F-HRTimeline
Caldwell Trust Co14,489$4.52M0.45%-2,29313F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding14,441$4.51M-6,842Timeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…14,408$4.5M0.5%+6,08413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,406$4.49M0.03%-31,97113F-HRTimeline
Voleon Capital Management LP14,384$4.49M0.25%+9,72613F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P14,348$4.48M0.11%-58,02613F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,337$4.47M0.18%+1,27213F-HRTimeline
Sky Investment Group LLC14,324$4.47M0.78%+93713F-HRTimeline
Community Financial Services Group, LLC14,220$4.44M0.88%+30513F-HRTimeline
Modera Wealth Management, LLC14,217$4.44M0.05%-21,08013F-HRTimeline
Fiduciary Alliance LLC14,192$4.43M0.33%+4,02013F-HRTimeline
SBI Securities Co., Ltd.14,191$4.43M0.13%+7,67513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,181$4.42M0.2%-1,09113F-HRTimeline
Dynamic Advisor Solutions LLC14,171$4.42M0.14%-7,19513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC14,130$4.41M0.24%+76913F-HRTimeline
Narwhal Capital Management14,113$4.4M0.35%-10,38013F-HRTimeline
Vestmark Advisory Solutions, Inc.14,103$4.4M0.06%+1,94213F-HRTimeline
Eagle Capital Management, LLC14,088$4.39M1.93%+51413F-HRTimeline
Atria Wealth Solutions, Inc.14,071$4.38M0.1%-18,30413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,010$4.37M0.1%-4,39613F-HRTimeline
PITCAIRN COin group PITCAIRN CO13,981$4.36M0.29%-1,06013F-HR/ATimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.13,939$4.35M0.51%-3,02613F-HRTimeline
Community Bank & Trust, Waco, Texas13,910$4.34M0.98%+4413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…223,224$4.34M0.35%+5,43613F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,887$4.33M0.12%-17,65513F-HRTimeline
Clear Harbor Asset Management, LLC13,785$4.3M0.32%+4,83313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,765$4.29M0.03%-292,82513F-HRTimelineGroup
Principle Wealth Partners LLC13,744$4.29M0.27%+6,13013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV13,692$4.27M0.58%-1,33213F-HRTimeline
Palouse Capital Management, Inc.13,679$4.27M2.81%+13,40513F-HRTimeline
PFG Advisors13,574$4.23M0.2%+2,25213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG13,558$4.23M0.07%-7,29013F-HRTimelineGroup
GWN SECURITIES INC.13,154$4.21M0.78%-9,53213F-HRTimeline
Global Retirement Partners, LLC13,492$4.21M0.1%13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,475$4.2M0.39%-64013F-HRTimelineGroup
Altrafin AG13,458$4.2M1.42%-13,95413F-HRTimeline
Hound Partners, LLCin group Hound Partners, LLC13,437$4.19M0.57%new13F-HRTimelineGroup