Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

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
Plato Investment Management Ltd18,877$6.47M0.44%-39713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…18,720$6.46M1.37%-7113F-HRTimeline
Stokes Capital Advisors, LLC18,670$6.45M1.5%-813F-HRTimeline
HUB Investment Partners, LLC18,529$6.4M0.24%-2,34213F-HRTimeline
Mutual Advisors, LLC17,728$6.39M0.14%-3,49213F-HRTimeline
Farther Finance Advisors, LLC18,451$6.37M0.1%+2,33313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,291$6.32M0.13%-1,62113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.18,243$6.3M0.56%+3,14513F-HRTimeline
Bensler, LLC18,235$6.3M0.65%+1,42213F-HRTimeline
GREENLEAF TRUST18,175$6.28M0.06%+58813F-HRTimeline
Citizens National Bank Trust Department18,022$6.22M1.11%-18213F-HRTimeline
Roundview Capital LLC17,959$6.2M0.39%+2,07013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.17,956$6.2M0.41%+11,83013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,953$6.2M0.12%+3,94313F-HRTimeline
Integrated Advisors Network LLC17,947$6.2M0.26%+10,21113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,916$6.19M0.03%-2213F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC17,900$6.18M5.28%+12,20013F-HRTimeline
SUMMIT SECURITIES GROUP LLC17,882$6.17M2.03%+14,80813F-HRTimeline
Ledyard National Bank17,812$6.15M0.55%+34713F-HRTimeline
Avidity Partners Management LP17,800$6.15M1.4%-14,20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,715$6.12M0.07%+46413F-HRTimelineGroup
NorthRock Partners, LLC17,702$6.11M0.11%+6,03413F-HRTimeline
INSPIRE TRUST CO, N.A.17,700$6.11M1.11%+2,70013F-HRTimeline
BEARING POINT CAPITAL, LLC17,573$6.07M1.04%+47913F-HRTimeline
Clearstead Advisors, LLC17,476$6.03M0.09%-95213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,401$6.01M0.2%+80713F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC17,392$6.01M0.77%+17713F-HRTimeline
Foundations Investment Advisors, LLC17,355$5.99M0.09%-43,69113F-HRTimeline
Pure Financial Advisors, LLC17,347$5.99M0.1%+1,47113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,271$5.96M0.04%+3,50613F-HRTimelineGroup
Cohen Klingenstein LLC17,250$5.96M0.19%+5013F-HRTimeline
Great Waters Wealth Management17,246$5.96M0.7%-213F-HRTimeline
AlphaStar Capital Management, LLC17,180$5.93M0.51%+16,27313F-HRTimeline
Annex Advisory Services, LLC17,178$5.93M0.13%-84013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS17,162$5.93M0.12%+1,40013F-HRTimeline
BDF-GESTION17,138$5.92M0.7%-3,56513F-HRTimeline
Meridian Wealth Management, LLC17,116$5.91M0.23%-3,06813F-HRTimeline
Hodges Capital Management Inc.17,062$5.89M0.5%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC16,967$5.86M2.13%+1,20313F-HRTimeline
Banco BTG Pactual S.A.16,966$5.86M0.86%new13F-HRTimeline
Wilmington Savings Fund Society, FSB16,891$5.83M0.14%-9,72213F-HR/ATimeline
Ausdal Financial Partners, Inc.16,865$5.82M0.28%+5,32213F-HRTimeline
Verdence Capital Advisors LLC15,827$5.79M0.33%-23513F-HRTimeline
Consolidated Investment Group LLC16,750$5.78M0.71%013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH16,746$5.78M0.56%+8,84913F-HRTimeline
DC Investments Management, LLC16,692$5.76M2.39%new13F-HRTimeline
Eisler Capital Management Ltd.16,677$5.75M0.13%-37,03913F-HRTimeline
Blue Fin Capital, Inc.16,655$5.75M0.9%-6513F-HRTimeline
NICHOLAS COMPANY, INC.16,547$5.71M0.1%-96,08013F-HRTimeline
Altrafin AG16,505$5.7M1.81%+3,04713F-HRTimeline
Olstein Capital Management, L.P.16,500$5.7M1.08%-8,50013F-HRTimeline
Vise Technologies, Inc.16,477$5.69M0.21%-6,48613F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC16,475$5.69M1.38%013F-HRTimelineGroup
Principle Wealth Partners LLC16,453$5.68M0.33%+2,70913F-HRTimeline
BRIDGER MANAGEMENT, LLC16,450$5.68M3.06%new13F-HRTimeline
Venturi Wealth Management, LLC16,450$5.68M0.26%+4,46013F-HRTimeline
Bellecapital International Ltd.16,448$5.68M0.92%+3713F-HRTimeline
Sigma Planning Corp16,398$5.66M0.16%+76713F-HRTimeline
Litman Gregory Wealth Management LLC16,343$5.64M0.42%-7,31713F-HRTimeline
Texas Capital Bank Wealth Management Se…16,326$5.64M0.46%+44913F-HRTimeline
Morse Asset Management, Inc16,277$5.62M1.12%-70913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,268$5.62M0.38%+1,38313F-HRTimeline
Chemistry Wealth Management LLC16,199$5.59M1.08%+6,02213F-HRTimeline
Ballentine Partners, LLC16,169$5.58M0.08%-8013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.16,059$5.55M0.62%+2,12013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,050$5.54M0.11%-1,30013F-HRTimeline
Blue Edge Capital, LLC16,013$5.53M0.79%-62713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC15,966$5.51M0.22%-39013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,950$5.51M0.21%-1,16513F-HRTimelineGroup
Genus Capital Management Inc.15,921$5.5M0.64%new13F-HRTimeline
Stolper Co15,916$5.5M1.67%+113F-HR/ATimeline
GM Advisory Group, LLC15,853$5.47M0.23%-1,65613F-HRTimeline
Wedmont Private Capital15,040$5.47M0.2%+4,01113F-HRTimeline
ALERUS FINANCIAL NA15,812$5.46M0.28%-4,05113F-HRTimeline
PROFUND ADVISORS LLC15,748$5.44M0.18%+10713F-HRTimeline
Liberty Capital Management, Inc.15,740$5.44M1.02%+96013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP15,336$5.42M0.92%new13F-HRTimeline
Ballast, Inc.15,693$5.42M1.32%+7913F-HRTimeline
FNY Investment Advisers, LLC15,672$5.41M1.75%+10,58313F-HRTimeline
HANCOCK WHITNEY CORP15,644$5.4M0.1%-1,21113F-HRTimeline
Icon Wealth Advisors, LLC15,601$5.39M0.37%-1,02513F-HRTimeline
Chronos Wealth Management, LLC15,600$5.39M2.64%-8713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC15,575$5.38M0.23%-17113F-HRTimeline
Groupe la Francaisein group Groupe la Francaise15,667$5.36M0.07%+15,07113F-HRTimelineGroup
GAMMA Investing LLC15,420$5.32M0.29%+3,45113F-HRTimeline
Game Creek Capital, LP15,375$5.31M2.28%+7,92513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,356$5.3M0.09%+1,79813F-HRTimelineGroup
AIMZ Investment Advisors, LLC15,316$5.29M1.66%+7,24713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…15,273$5.27M0.01%-2,34013F-HRTimeline
Lombard Odier Asset Management (Switzer…186,569$5.27M0.24%+144,12813F-HRTimeline
Busey Bank15,171$5.24M0.15%-14013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,152$5.23M0.13%+2,41113F-HRTimelineGroup
Burt Wealth Advisors15,141$5.23M1.28%-35513F-HRTimeline
Lester Murray Antman dba SimplyRich15,108$5.22M1.41%-613F-HRTimeline
TOBAM15,105$5.22M1.89%-1,80113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Segment Wealth Management, LLC15,102$5.21M0.31%-18,31613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC15,061$5.2M0.6%+6,94213F-HRTimeline
Gladstone Institutional Advisory LLC15,000$5.18M0.2%-52913F-HRTimeline
Union Square Park Capital Management, L…15,000$5.18M3.57%new13F-HRTimeline
Resolute Capital Asset Partners LLC15,000$5.18M2.71%new13F-HRTimeline
EARNEST PARTNERS LLC14,970$5.17M0.02%-48313F-HRTimeline
Mader & Shannon Wealth Management, Inc.14,951$5.16M2.53%+24513F-HRTimeline
Clare Market Investments LLC14,947$5.16M1.03%-2,63413F-HRTimeline
SVB WEALTH LLC14,899$5.14M0.28%-2,82613F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,892$5.14M0.19%+55513F-HRTimeline
Turtle Creek Wealth Advisors, LLC14,874$5.14M0.46%-8,32413F-HRTimeline
Legacy Private Trust Co.14,825$5.12M0.31%+4,03313F-HRTimeline
Lynch Asset Management, Inc.14,800$5.11M1.64%+30013F-HRTimeline
HARBOUR INVESTMENTS, INC.14,780$5.1M0.12%-92313F-HRTimeline
Kingstone Capital Partners Texas, LLC14,763$5.1M2.96%new13F-HR/ATimeline
SHELL ASSET MANAGEMENT CO14,761$5.1M0.51%-52,15113F-HRTimeline
Harbour Trust & Investment Management Co14,709$5.08M0.53%-80013F-HRTimeline
AMG National Trust Bank14,618$5.05M0.12%-30913F-HRTimeline
GHP Investment Advisors, Inc.14,572$5.03M0.21%-67413F-HRTimeline
Sava Infond d.o.o.14,570$5.03M0.71%+8,97013F-HRTimeline
Aviance Capital Partners, LLC14,567$5.03M0.6%+13,44413F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC14,532$5.02M7.11%new13F-HRTimeline
Sandhill Capital Partners LLC14,527$5.02M0.35%-1513F-HRTimeline
Berger Financial Group, Inc14,523$5.01M0.3%new13F-HRTimeline
WRIGHT INVESTORS SERVICE INC14,508$5.01M1.45%+1,78813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Saranac Partners Ltd14,474$5M0.91%+1,61713F-HRTimeline
Victrix Investment Advisors14,464$4.99M2.74%+6,91613F-HRTimeline
Skylands Capital, LLC14,430$4.98M0.69%+6,71513F-HRTimeline
Americana Partners, LLC14,391$4.97M0.15%+10,70213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE14,373$4.96M0.72%-7,08913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,338$4.95M0.24%-53613F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…14,322$4.95M0.55%-8613F-HRTimeline
Guardian Partners Inc.14,152$4.93M0.42%+51113F-HRTimeline
OSTRUM ASSET MANAGEMENT14,198$4.9M0.22%-1,96613F-HRTimeline
Sky Investment Group LLC14,187$4.9M0.82%-13713F-HRTimeline
S-Bank Fund Management Ltd14,077$4.86M0.65%+3,93313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…13,983$4.83M1.02%+68413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.14,171$4.82M0.32%-48913F-HRTimelineGroup
Kidder Stephen W13,941$4.81M1.38%-1,02813F-HRTimeline
Aljian Capital Management, LLC13,938$4.81M0.97%-3,67713F-HRTimeline
PFG Advisors13,916$4.81M0.2%+34213F-HRTimeline
Bayesian Capital Management, LP13,900$4.8M0.98%new13F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC13,890$4.8M0.02%-15,74413F-HRTimelineGroup
Acropolis Investment Management, LLC15,371$4.8M0.24%+5,07713F-HRTimeline
Hamilton Capital Partners Inc.13,832$4.78M0.2%-43,04413F-HRTimeline
Dynamic Advisor Solutions LLC13,829$4.78M0.14%-34213F-HRTimeline
VESTOR CAPITAL, LLC13,660$4.72M0.3%+13,09813F-HRTimeline
Symphony Financial, Ltd. Co.13,572$4.7M0.57%-3,41413F-HRTimeline
PFG Investments, LLC13,575$4.69M0.24%+1,78213F-HRTimeline
Palouse Capital Management, Inc.13,560$4.68M2.98%-11913F-HRTimeline
SECTORAL ASSET MANAGEMENT INC13,545$4.68M2.89%-3,20013F-HRTimeline
Clear Harbor Asset Management, LLC13,542$4.68M0.33%-24313F-HR/ATimeline
Community Bank & Trust, Waco, Texas13,536$4.67M0.96%-37413F-HRTimeline
Vestmark Advisory Solutions, Inc.13,508$4.66M0.09%-59513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,455$4.65M0.2%-72613F-HRTimeline
West Branch Capital LLC13,440$4.64M1.22%+30613F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP13,303$4.59M0.02%-18,38113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC13,282$4.59M0.24%-84813F-HRTimeline
Perkins Coie Trust Co13,272$4.58M0.86%+1,04013F-HRTimeline
Frank, Rimerman Advisors LLC13,250$4.58M0.29%+4,27113F-HRTimeline
Modera Wealth Management, LLC13,231$4.57M0.05%-98613F-HRTimeline
Rench Wealth Management, Inc.13,220$4.56M1.34%+53113F-HRTimeline
Mattson Financial Services, LLC13,176$4.55M1.09%+1,30613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …13,167$4.55M0.6%-12,60513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,140$4.54M0.2%+1,02713F-HRTimeline
Generali Investments CEE, investicni sp…13,098$4.52M0.34%+23813F-HRTimeline
HBW ADVISORY SERVICES LLC13,049$4.51M0.51%+93413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,033$4.5M0.2%+3,27213F-HRTimelineGroup
Kerrisdale Advisers, LLC13,020$4.5M2.33%-26,46513F-HRTimeline
NWF Advisory Services Inc.13,011$4.49M0.49%+10,54313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC13,006$4.49M0.39%-46913F-HRTimelineGroup
Kentucky Farm Bureau Mutual Insurance Co13,000$4.49M1.11%013F-HRTimeline
IFP Advisors, Inc12,955$4.47M0.12%-7,72813F-HR/ATimeline
EAGLE ROCK INVESTMENT COMPANY, LLC12,905$4.46M0.67%-4,90713F-HRTimeline
Legacy Wealth Management, LLC / MS12,880$4.45M1.34%-2,05913F-HRTimeline
Aviso Financial Inc.12,875$4.45M0.18%+7313F-HRTimeline
Smith Salley Wealth Management12,873$4.45M0.23%+6,07913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,840$4.43M0.35%-3,99013F-HRTimeline
Black Swift Group, LLC12,800$4.42M0.78%new13F-HRTimeline
CFC Planning Co LLC12,764$4.41M3.7%new13F-HRTimeline
Meridian Wealth Advisors, LLC12,744$4.4M0.62%-61713F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,713$4.39M0.09%-3,90113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,711$4.39M-3,083Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,592$4.35M0.16%-4,70713F-HRTimelineGroup
Collar Capital Management, LLC12,590$4.35M3.06%new13F-HRTimeline
St. Louis Financial Planners Asset Mana…12,542$4.33M2.79%new13F-HRTimeline
Dempze Nancy E12,539$4.33M2.38%+3,77913F-HRTimeline
Central Pacific Bank - Trust Division12,525$4.32M0.52%+8,70313F-HRTimeline
MARATHON ASSET MANAGEMENT LP12,500$4.32M6.93%+10,00013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,224$4.31M0.35%-210,00013F-HRTimeline
KEYSTONE INVESTORS PTE LTD12,450$4.3M0.5%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,380$4.27M0.26%+4,60013F-HRTimeline
Jasper Ridge Partners, L.P.12,379$4.27M0.1%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/12,229$4.22M1.96%+29813F-HRTimeline
Aurdan Capital Management, LLC12,210$4.22M1.34%-3,63613F-HRTimeline
Generali Investments, Management Co LLC12,146$4.19M0.87%+4,02013F-HRTimeline
MATAURO, LLC12,123$4.19M0.67%+9,41913F-HRTimeline
Van Hulzen Asset Management, LLC12,119$4.18M0.31%+6,54813F-HRTimeline
Fiduciary Alliance LLC12,110$4.18M0.28%-2,08213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12,098$4.18M0.04%+7,91413F-HRTimeline
Persistent Asset Partners Ltd12,063$4.17M3.02%new13F-HR/ATimeline
SageView Advisory Group, LLC12,053$4.16M0.14%+4,17113F-HRTimeline
Tradewinds, LLC.12,043$4.16M1.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,039$4.16M0.03%-2,36713F-HRTimeline
Sivik Global Healthcare LLC12,000$4.14M2.18%-3,00013F-HRTimeline