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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Maven Securities LTDin group Maven Securities LTD19,604$6.48M0.82%new13F-HRTimelineGroup
Capital Investment Advisors, LLC19,488$6.43M0.1%-44013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,479$6.43M0.12%+1,52613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,447$6.42M0.39%-1,28113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC18,394$6.42M0.13%+11713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.19,441$6.42M0.09%-1,26913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plato Investment Management Ltd19,276$6.39M0.42%+39913F-HRTimeline
Biondo Investment Advisors, LLC19,338$6.38M0.77%-2,72013F-HRTimeline
Taproot Management LP19,273$6.36M1.03%13F-HRTimeline
EVOKE WEALTH, LLC19,187$6.33M0.12%+1513F-HRTimeline
EFG International AGin group EFG International AG19,062$6.29M0.12%13F-HRTimelineGroup
Foundations Investment Advisors, LLC19,033$6.28M0.08%+1,67813F-HRTimeline
RNC CAPITAL MANAGEMENT LLC19,005$6.27M0.29%-6,52813F-HRTimeline
HUB Investment Partners, LLC18,931$6.25M0.17%+40213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,902$6.24M0.11%+61113F-HR/ATimeline
Ausdal Financial Partners, Inc.18,880$6.23M0.29%+2,01513F-HRTimeline
PROFUND ADVISORS LLC18,792$6.2M0.19%+3,04413F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC18,645$6.15M0.11%-6,78613F-HRTimeline
GAMMA Investing LLC18,636$6.15M0.31%+3,21613F-HRTimeline
Stelac Advisory Services LLC18,610$6.14M2.17%new13F-HRTimeline
PUZO MICHAEL J18,537$6.12M1.67%-1,06813F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/18,495$6.11M0.41%-5,63813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.18,346$6.06M0.51%+10313F-HRTimeline
Venturi Wealth Management, LLC18,332$6.05M0.27%+1,88213F-HRTimeline
YHB Investment Advisors, Inc.18,240$6.02M0.42%-81513F-HRTimeline
Orange Investment Advisors, Inc.18,182$6M0.66%-94313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,153$5.99M0.13%-1,71413F-HRTimeline
Victrix Investment Advisors18,145$5.99M2.32%+3,68113F-HRTimeline
Bensler, LLC18,077$5.97M0.6%-15813F-HRTimeline
Stokes Capital Advisors, LLC18,050$5.96M1.36%-62013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC18,031$5.95M0.97%-1,42113F-HRTimeline
CEERA INVESTMENTS, LLC18,014$5.95M2.3%-1,01513F-HRTimeline
Tradition Wealth Management, LLC17,993$5.94M0.43%-1,27313F-HRTimeline
Roundview Capital LLC17,979$5.94M0.37%+2013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE17,872$5.9M0.5%+3,49913F-HRTimeline
Saranac Partners Ltd17,821$5.88M2.3%+3,34713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,796$5.87M0.2%+39513F-HRTimelineGroup
GREENLEAF TRUST17,782$5.87M0.05%-39313F-HRTimeline
Alden Global Capital LLC17,750$5.86M3.05%new13F-HRTimeline
Principle Wealth Partners LLC17,676$5.84M0.33%+1,22313F-HRTimeline
GTS SECURITIES LLC17,532$5.79M0.2%+13,11313F-HRTimeline
Citizens National Bank Trust Department17,532$5.79M1%-49013F-HRTimeline
ELWOOD CAPITAL PARTNERS LP17,528$5.79M4.95%-17,50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,485$5.77M0.07%-23013F-HRTimelineGroup
Wealthspire Advisors, LLC17,398$5.74M0.05%+5,77713F-HRTimeline
Americana Partners, LLC17,394$5.74M0.16%+3,00313F-HRTimeline
Fieldview Capital Management, LLC17,389$5.74M0.97%new13F-HRTimeline
Clearstead Advisors, LLC17,342$5.72M0.07%-13413F-HRTimeline
Bellecapital International Ltd.17,337$5.72M1.02%+88913F-HRTimeline
Cohen Klingenstein LLC17,289$5.71M0.17%+3913F-HRTimeline
Hodges Capital Management Inc.17,223$5.69M0.49%+16113F-HRTimeline
Great Waters Wealth Management17,197$5.68M0.62%-4913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…17,180$5.67M0.07%+7,48713F-HRTimelineGroup
MASTERINVEST Kapitalanlage GmbH16,995$5.65M0.54%+24913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,039$5.62M0.02%-87713F-HRTimelineGroup
Icon Wealth Advisors, LLC16,956$5.62M0.37%+1,35513F-HRTimeline
Busey Bank17,015$5.62M0.15%+1,84413F-HRTimeline
Turtle Creek Wealth Advisors, LLC17,001$5.61M0.44%+2,12713F-HRTimeline
Ledyard National Bank16,946$5.59M0.48%-86613F-HRTimeline
Blue Edge Capital, LLC16,813$5.55M0.74%+80013F-HRTimeline
Mutual Advisors, LLC16,771$5.54M0.12%-95713F-HRTimeline
Consolidated Investment Group LLC16,750$5.53M0.66%013F-HRTimeline
Ballentine Partners, LLC16,719$5.52M0.08%+55013F-HRTimeline
DC Investments Management, LLC16,692$5.51M2.44%013F-HRTimeline
Pure Financial Advisors, LLC16,690$5.51M0.08%-65713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…226,009$5.5M0.38%+212,78513F-HRTimeline
Smith Salley Wealth Management16,633$5.49M0.27%+3,76013F-HRTimeline
SUMMIT SECURITIES GROUP LLC16,600$5.48M0.98%-1,28213F-HRTimeline
Bell Asset Management Ltd16,543$5.48M1.46%-2,48613F-HRTimeline
Wilmington Savings Fund Society, FSB16,555$5.46M0.13%-33613F-HRTimeline
NICHOLAS COMPANY, INC.16,547$5.46M0.1%013F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC16,475$5.44M1.45%013F-HRTimelineGroup
Stolper Co16,303$5.38M1.59%+38713F-HRTimeline
Aviance Capital Partners, LLC16,274$5.37M0.62%+1,70713F-HRTimeline
Bulltick Wealth Management, LLC16,249$5.36M1.14%-5,20613F-HRTimeline
Integrated Wealth Concepts LLC16,146$5.33M0.06%-9,23813F-HRTimeline
Blue Fin Capital, Inc.16,124$5.32M0.83%-53113F-HRTimeline
Chronos Wealth Management, LLC16,107$5.32M2.46%+50713F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P16,100$5.31M0.48%-3,11013F-HRTimelineGroup
BDF-GESTION16,067$5.3M0.65%-1,07113F-HRTimeline
Texas Capital Bank Wealth Management Se…16,047$5.3M0.31%-27913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC16,040$5.29M0.21%+7413F-HRTimelineGroup
Meridian Wealth Management, LLC16,036$5.29M0.19%-1,08013F-HRTimeline
Liberty Capital Management, Inc.16,016$5.29M0.98%+27613F-HRTimeline
Chemistry Wealth Management LLC16,014$5.29M0.99%-18513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS16,007$5.28M0.11%-1,15513F-HRTimeline
Generali Investments CEE, investicni sp…15,989$5.28M0.37%+2,89113F-HRTimeline
Acumen Wealth Advisors, LLC15,979$5.27M1.52%13F-HRTimeline
Hamilton Capital Partners Inc.15,967$5.27M0.19%+2,13513F-HRTimeline
Ballast, Inc.15,946$5.26M1.23%+25313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…15,876$5.24M1.2%-2,84413F-HRTimeline
J.W. COLE ADVISORS, INC.20,324$5.23M0.13%-55613F-HRTimeline
Brooklands Fund Management Ltd18,205$5.22M2.77%new13F-HRTimeline
Game Creek Capital, LP15,800$5.22M1.98%+42513F-HRTimeline
Dakota Wealth Management15,738$5.2M0.09%-10,63613F-HR/ATimeline
Mader & Shannon Wealth Management, Inc.14,951$5.16M2.53%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,622$5.16M0.13%+47013F-HRTimelineGroup
Integrated Advisors Network LLC15,595$5.15M0.23%-2,35213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC15,540$5.13M1.84%-1,42713F-HRTimeline
Wedmont Private Capital14,995$5.12M0.18%-4513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC15,205$5.12M0.16%-12,56413F-HRTimeline
Kidder Stephen W15,470$5.11M1.44%+1,52913F-HRTimeline
PKO Investment Management Joint-Stock Co15,389$5.08M0.41%-9,29113F-HRTimeline
Morse Asset Management, Inc15,386$5.08M1.02%-89113F-HRTimeline
Global Retirement Partners, LLC15,373$5.07M0.09%+3,64013F-HRTimeline
Segment Wealth Management, LLC15,340$5.06M0.29%+23813F-HRTimeline
AIMZ Investment Advisors, LLC15,318$5.06M1.45%+213F-HRTimeline
Groupe la Francaisein group Groupe la Francaise15,277$5.03M0.07%-39013F-HRTimelineGroup
OSSIAM15,238$5.03M0.1%-52,94713F-HRTimeline
Lester Murray Antman dba SimplyRich15,201$5.02M1.31%+9313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,147$5M0.1%-90313F-HRTimeline
Sigma Planning Corp15,111$4.99M0.14%-1,28713F-HRTimeline
Kingstone Capital Partners Texas, LLC15,030$4.96M2.89%+26713F-HRTimeline
Olstein Capital Management, L.P.15,000$4.95M1.02%-1,50013F-HRTimeline
B. Riley Wealth Advisors, Inc.14,964$4.94M0.23%+62613F-HRTimeline
Lynch Asset Management, Inc.14,950$4.94M1.55%+15013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC14,795$4.88M0.53%-26613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.14,700$4.85M0.18%+2,10813F-HRTimelineGroup
GHP Investment Advisors, Inc.14,682$4.85M0.2%+11013F-HRTimeline
Linscomb Wealth, Inc.14,468$4.78M0.2%+13,78713F-HRTimeline
AMG National Trust Bank14,329$4.73M0.11%-28913F-HRTimeline
Sepio Capital, LP14,305$4.72M0.26%+7,38513F-HRTimeline
Machina Capital S.A.S.14,279$4.71M0.9%new13F-HRTimeline
WealthPlan Investment Management, LLC14,207$4.69M0.3%+13,45013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,168$4.68M0.57%-3,22413F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,166$4.68M0.16%-72613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…14,120$4.66M0.96%+13713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,092$4.65M0.1%-5,66713F-HRTimelineGroup
Frank, Rimerman Advisors LLC14,085$4.65M0.29%+83513F-HRTimeline
One River Asset Management, LLC14,063$4.64M4.12%+10,11013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…14,039$4.63M0.01%-1,23413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP14,000$4.62M0.04%-42,85613F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC13,964$4.61M0.15%-139,76613F-HRTimeline
Fideuram Asset Management (Ireland) dac9,872$4.59M0.36%13F-HRTimeline
SOMERVILLE KURT F13,720$4.53M0.77%-8,10913F-HRTimeline
Legacy Private Trust Co.13,655$4.51M0.27%-1,17013F-HRTimeline
HANCOCK WHITNEY CORP13,606$4.49M0.08%-2,03813F-HRTimeline
Sky Investment Group LLC13,599$4.49M0.74%-58813F-HRTimeline
SECTORAL ASSET MANAGEMENT INC13,595$4.49M3.6%+5013F-HRTimeline
SVB WEALTH LLC13,572$4.48M0.26%-1,32713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,734$4.46M0.3%-43713F-HRTimelineGroup
CFC Planning Co LLC13,494$4.45M3.43%+73013F-HRTimeline
ExodusPoint Capital Management, LP13,477$4.45M0.05%-7,31913F-HRTimeline
Aljian Capital Management, LLC13,385$4.42M0.88%-55313F-HRTimeline
WealthShield Partners, LLC13,382$4.42M0.49%+2,30313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,315$4.41M0.19%+28213F-HRTimelineGroup
Caliber Wealth Management, LLC / KS13,368$4.41M0.47%+1,88213F-HRTimeline
Dynamic Advisor Solutions LLC13,317$4.4M0.14%-51213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,197$4.36M0.18%-25813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …13,174$4.35M0.57%+713F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…13,099$4.32M0.37%-1,22313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC13,036$4.3M0.22%-24613F-HRTimeline
S-Bank Fund Management Ltd13,000$4.29M0.56%-1,07713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co13,000$4.29M1.16%013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC12,995$4.29M0.53%+3,74813F-HRTimeline
Mattson Financial Services, LLC12,909$4.26M1%-26713F-HRTimeline
Rench Wealth Management, Inc.12,900$4.26M1.22%-32013F-HRTimeline
Sandhill Capital Partners LLC12,826$4.23M0.3%-1,70113F-HRTimeline
Palouse Capital Management, Inc.12,757$4.21M2.7%-80313F-HRTimeline
Perkins Coie Trust Co12,741$4.21M0.78%-53113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP12,462$4.19M0.72%-2,87413F-HRTimeline
Collar Capital Management, LLC12,571$4.15M2.77%-1913F-HRTimeline
Sowell Financial Services LLC12,550$4.14M0.15%+63513F-HRTimeline
Symphony Financial, Ltd. Co.12,464$4.14M0.56%-1,10813F-HRTimeline
Atom Investors LP12,528$4.14M0.33%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,523$4.13M0.31%-31713F-HRTimeline
Fiduciary Alliance LLC12,510$4.13M0.27%+40013F-HRTimeline
Acropolis Investment Management, LLC12,451$4.11M0.18%-2,92013F-HRTimeline
Crossmark Global Holdings, Inc.12,438$4.11M0.06%-7,37613F-HRTimeline
Brooklyn Investment Group12,450$4.09M0.19%+5,15313F-HRTimeline
Community Bank & Trust, Waco, Texas12,403$4.09M0.84%-1,13313F-HRTimeline
BLKBRD Asset Management, LP12,395$4.09M5.5%-44,36813F-HRTimeline
Beverly Hills Private Wealth, LLC12,391$4.09M0.7%+2,69813F-HR/ATimeline
Jasper Ridge Partners, L.P.12,379$4.09M0.09%013F-HRTimeline
Cinctive Capital Management LP12,359$4.08M0.24%+6,67013F-HRTimeline
Immersion Capital LLP12,340$4.07M5.89%+2,94013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding12,335$4.07M-671Timeline
Modera Wealth Management, LLC12,334$4.07M0.05%-89713F-HRTimeline
Clear Harbor Asset Management, LLC12,329$4.07M0.28%-1,21313F-HRTimeline
Litman Gregory Wealth Management LLC12,316$4.07M0.3%-4,02713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC12,292$4.06M0.57%-61313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,194$4.03M0.33%+1,15213F-HRTimeline
CENTAURUS FINANCIAL, INC.12,190$4.02M0.18%+4,62213F-HRTimeline
Teamwork Financial Advisors, LLC12,137$4.01M0.43%+6,24813F-HRTimeline
Leeward Financial Partners, LLC12,117$4M1.12%+21313F-HRTimeline
WRIGHT INVESTORS SERVICE INC12,086$3.99M1.2%-2,42213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Huber Capital Management LLC12,086$3.99M0.59%new13F-HRTimeline
Sivik Global Healthcare LLC12,000$3.96M1.93%013F-HRTimeline
PFG Investments, LLC11,900$3.93M0.19%-1,67513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,875$3.92M0.22%-50513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC11,864$3.92M0.02%-6413F-HRTimelineGroup
Berger Financial Group, Inc11,864$3.92M0.23%-2,65913F-HRTimeline
Tradewinds, LLC.11,850$3.91M0.93%-19313F-HRTimeline
Broderick Brian C11,844$3.91M0.74%-7,74613F-HRTimeline
OSTRUM ASSET MANAGEMENT11,836$3.91M0.19%-2,36213F-HRTimeline
EARNEST PARTNERS LLC11,824$3.9M0.02%-3,14613F-HRTimeline
Pacific Capital Partners Ltd11,750$3.88M4.12%+3,12513F-HRTimeline
Pine Valley Investments Ltd Liability Co11,730$3.87M0.19%-20,23913F-HRTimeline
OPAL CAPITAL LLC11,775$3.86M0.96%13F-HRTimeline
HBW ADVISORY SERVICES LLC11,633$3.84M0.42%-1,41613F-HRTimeline