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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 399 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
399
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,000$4.87M0.07%-1,98213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management17,779$4.81M0.16%-1713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…17,750$4.8M0.06%+57013F-HRTimelineGroup
Beverly Hills Private Wealth, LLC17,726$4.8M0.8%+5,33513F-HRTimeline
UMB Bank, n.a.17,674$4.78M0.07%-13,13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Huber Capital Management LLC17,500$4.74M0.73%+5,41413F-HRTimeline
LGT Fund Management Co Ltd.17,494$4.73M0.21%+14,70113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…17,459$4.72M0.04%+16,84213F-HRTimelineGroup
YHB Investment Advisors, Inc.17,409$4.71M0.34%-83113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC17,405$4.71M0.58%+16,39413F-HRTimeline
Ledyard National Bank17,377$4.7M0.41%+43113F-HRTimeline
Groupe la Francaisein group Groupe la Francaise17,354$4.7M0.07%+2,07713F-HRTimelineGroup
Tradition Wealth Management, LLC17,336$4.69M0.33%-65713F-HRTimeline
Wilmington Savings Fund Society, FSB17,284$4.68M0.11%+72913F-HRTimeline
Mutual Advisors, LLC17,238$4.66M0.1%+46713F-HRTimeline
Cohen Klingenstein LLC17,200$4.65M0.15%-8913F-HRTimeline
Citizens National Bank Trust Department17,145$4.64M0.77%-38713F-HRTimeline
Chemistry Wealth Management LLC17,086$4.62M0.81%+1,07213F-HRTimeline
Busey Bank16,930$4.58M0.12%-8513F-HRTimeline
Aviance Capital Partners, LLC16,921$4.58M0.54%+64713F-HRTimeline
Unifi Asset Management LP16,906$4.57M2.62%+13,76413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,883$4.57M0.05%-60213F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.16,858$4.56M0.42%-1,48813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.16,852$4.56M0.29%new13F-HRTimelineGroup
Advisors Capital Management, LLC16,816$4.55M0.05%-3,29213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,805$4.55M0.16%-5,05213F-HRTimelineGroup
Blue Edge Capital, LLC16,783$4.54M0.6%-3013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,731$4.53M0.11%+6,62113F-HRTimeline
DC Investments Management, LLC16,692$4.52M1.73%013F-HRTimeline
Altrafin AG16,689$4.52M1.56%-16,07613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,674$4.51M0.1%-17,66813F-HRTimeline
Lynch Asset Management, Inc.16,650$4.51M1.51%+1,70013F-HRTimeline
NICHOLAS COMPANY, INC.16,547$4.48M0.09%013F-HRTimeline
EVOKE WEALTH, LLC16,481$4.46M0.08%-2,70613F-HRTimeline
ADAPT Investment Managers SA16,470$4.46M1.51%new13F-HRTimeline
CEERA INVESTMENTS, LLC16,436$4.45M1.95%-1,57813F-HRTimeline
TWIN CAPITAL MANAGEMENT INC16,367$4.43M0.57%+3,37213F-HRTimeline
Harber Asset Management LLC16,361$4.43M2.83%-11,93813F-HRTimeline
HighPoint Advisor Group LLC16,263$4.4M0.18%-28,20113F-HRTimeline
GREENLEAF TRUST16,239$4.39M0.04%-1,54313F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/16,222$4.39M0.34%-2,27313F-HRTimeline
Chronos Wealth Management, LLC16,218$4.39M2.12%+11113F-HRTimeline
Bell Asset Management Ltd16,193$4.38M1.29%-35013F-HRTimeline
Blue Fin Capital, Inc.16,171$4.38M0.72%+4713F-HRTimeline
Valeo Financial Advisors, LLC16,171$4.37M0.1%-5,75813F-HRTimeline
BDF-GESTION16,067$4.35M0.58%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC16,026$4.34M0.73%-2,00513F-HRTimeline
Generali Investments CEE, investicni sp…15,989$4.33M0.23%013F-HRTimeline
Tradewinds, LLC.11,730$4.33M1.39%-12013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…15,960$4.32M1.01%+8413F-HRTimeline
NorthCrest Asset Manangement, LLC15,545$4.31M0.13%-4,60813F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC15,854$4.29M1.62%+31413F-HRTimeline
Smith Salley Wealth Management15,850$4.29M0.22%-78313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,763$4.27M0.34%-4,78113F-HRTimeline
Bulltick Wealth Management, LLC15,737$4.26M0.94%-51213F-HRTimeline
Brooklyn Investment Group15,733$4.26M0.13%+3,28313F-HRTimeline
Ballast, Inc.15,693$4.25M0.98%-25313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC34,719$4.25M0.14%+19,51413F-HRTimeline
LSV ASSET MANAGEMENT15,565$4.21M0.01%+12,06513F-HRTimeline
Morse Asset Management, Inc15,562$4.21M0.88%+17613F-HRTimeline
AustralianSuper Pty Ltd15,466$4.18M0.02%-154,84113F-HRTimeline
Pure Financial Advisors, LLC15,259$4.13M0.06%-1,43113F-HRTimeline
AIMZ Investment Advisors, LLC15,159$4.1M1.27%-15913F-HRTimeline
Lester Murray Antman dba SimplyRich15,101$4.09M1.05%-10013F-HRTimeline
Ballentine Partners, LLC15,071$4.08M0.06%-1,64813F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P15,045$4.07M0.39%-1,05513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.15,029$4.07M0.15%+32913F-HRTimelineGroup
CFC Planning Co LLC15,005$4.06M2.93%+1,51113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS14,972$4.05M0.09%-1,03513F-HRTimeline
SECTORAL ASSET MANAGEMENT INC14,957$4.05M3.35%+1,36213F-HRTimeline
EFG International AGin group EFG International AG14,859$4.02M0.09%-4,20313F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC14,828$4.01M0.07%-3,81713F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO14,800$4M0.15%-14,95013F-HRTimeline
Kingstone Capital Partners Texas, LLC14,783$4M2.46%-24713F-HRTimeline
Wedmont Private Capital13,044$3.99M0.13%-1,95113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,745$3.99M0.08%-40213F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,743$3.99M0.13%+57713F-HRTimeline
HANCOCK WHITNEY CORP13,365$3.94M0.07%-24113F-HRTimeline
Sigma Planning Corp14,518$3.93M0.11%-59313F-HRTimeline
HUB Investment Partners, LLC14,435$3.91M0.1%-4,49613F-HRTimeline
Caliber Wealth Management, LLC / KS14,427$3.9M0.43%+1,05913F-HRTimeline
GHP Investment Advisors, Inc.14,410$3.9M0.16%-27213F-HRTimeline
Frank, Rimerman Advisors LLC14,377$3.89M0.26%+29213F-HRTimeline
Verdence Capital Advisors LLC14,356$3.88M0.23%+4,18513F-HRTimeline
Meridian Wealth Management, LLC14,337$3.88M0.14%-1,69913F-HRTimeline
Fiduciary Alliance LLC12,269$3.85M0.23%-24113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD14,226$3.85M0.02%-2,81313F-HRTimelineGroup
PROFUND ADVISORS LLC14,144$3.83M0.14%-4,64813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding14,128$3.82M+3,478Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…14,119$3.82M0.79%-113F-HRTimeline
Clearstead Advisors, LLC14,092$3.81M0.03%-3,25013F-HRTimeline
TOBAM14,071$3.81M0.99%-7,79913F-HRTimeline
Clear Harbor Asset Management, LLC14,002$3.79M0.26%+1,67313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT13,953$3.78M0.07%-5,52613F-HRTimeline
Mattson Financial Services, LLC13,943$3.77M0.9%+1,03413F-HRTimeline
AMG National Trust Bank13,918$3.77M0.08%-41113F-HRTimeline
M Holdings Securities, Inc.10,043$3.75M0.25%new13F-HRTimeline
PKO Investment Management Joint-Stock Co13,789$3.73M0.31%-1,60013F-HRTimeline
Western Wealth Management, LLC13,769$3.73M0.14%+5,23213F-HR/ATimeline
Bell & Brown Wealth Advisors, LLC13,764$3.72M1.21%+12,00913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC13,752$3.72M0.54%+1,46013F-HRTimeline
Dynamic Advisor Solutions LLC13,557$3.67M0.12%+24013F-HRTimeline
Venturi Wealth Management, LLC13,520$3.66M0.16%-4,81213F-HRTimeline
WINMILL & CO. INCin group WINMILL & CO. INC13,500$3.65M1.05%-2,97513F-HRTimelineGroup
Tejara Capital Ltd13,480$3.65M1.2%+2,80013F-HRTimeline
Sepio Capital, LP13,453$3.64M0.2%-85213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …13,396$3.62M0.48%+22213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding13,369$3.62M+1,034Timeline
Scissortail Wealth Management, LLC13,241$3.58M0.72%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,209$3.57M0.23%-52513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC13,197$3.57M0.11%-5,70513F-HRTimeline
Linscomb Wealth, Inc.13,176$3.57M0.16%-1,29213F-HRTimeline
Sky Investment Group LLC13,077$3.54M0.61%-52213F-HRTimeline
Arax Advisory Partners12,874$3.53M0.1%-7,01813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC13,008$3.52M0.03%-13,77813F-HRTimeline
SIMON QUICK ADVISORS, LLC13,006$3.52M0.16%+10,40813F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co13,000$3.52M1.07%013F-HRTimeline
Roundview Capital LLC12,993$3.52M0.22%-4,98613F-HRTimeline
Collar Capital Management, LLC12,884$3.49M2.26%+31313F-HRTimeline
Exome Asset Management LLC12,862$3.48M2.05%+7,02713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,852$3.48M0.15%+1,58313F-HRTimeline
Perkins Coie Trust Co12,779$3.46M0.66%+3813F-HRTimeline
CIDEL ASSET MANAGEMENT INC12,757$3.45M0.19%+3,56513F-HRTimeline
Onex Canada Asset Management Inc.12,751$3.45M0.57%-8,27313F-HRTimeline
Harbour Capital Advisors, LLC9,666$3.42M0.65%-4013F-HRTimeline
Point Windward Advisors Inc.12,620$3.41M1.71%+2,18813F-HRTimeline
Taproot Management LP12,612$3.41M0.64%-6,66113F-HRTimeline
JLB & ASSOCIATES INC12,579$3.4M0.49%-20,32513F-HRTimeline
Palouse Capital Management, Inc.12,575$3.4M2.25%-18213F-HRTimeline
LexAurum Advisors, LLC12,554$3.4M0.44%13F-HRTimeline
Legacy Private Trust Co.12,521$3.39M0.21%-1,13413F-HRTimeline
Wealthspire Advisors, LLC12,511$3.39M0.03%-4,88713F-HRTimeline
Griffith & Werner, Inc.12,490$3.38M1.67%+2,92513F-HRTimeline
MATAURO, LLC12,469$3.37M0.49%+98413F-HRTimeline
Leeward Financial Partners, LLC12,400$3.36M1%+28313F-HRTimeline
Jasper Ridge Partners, L.P.12,379$3.35M0.07%013F-HRTimeline
Immersion Capital LLP12,340$3.34M5.31%013F-HRTimeline
Simplicity Wealth,LLC12,337$3.34M0.19%+1,68813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,308$3.33M0.13%-3,73213F-HRTimelineGroup
KKM Financial LLC10,069$3.32M0.59%013F-HRTimeline
Capital Investment Advisory Services, L…12,265$3.32M0.24%+2,66713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,225$3.31M+869Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…12,213$3.3M0.01%-1,82613F-HRTimeline
HBK Sorce Advisory LLC8,649$3.29M0.07%-97213F-HRTimeline
Aljian Capital Management, LLC12,146$3.29M0.68%-1,23913F-HRTimeline
Value Partners Investments Inc.12,119$3.28M0.25%-8,33513F-HRTimeline
Rench Wealth Management, Inc.12,105$3.28M0.99%-79513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC12,102$3.27M0.24%-42113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,061$3.26M0.17%-97513F-HRTimeline
MORTON COMMUNITY BANK12,001$3.25M0.71%+65213F-HRTimeline
Crossmark Global Holdings, Inc.11,930$3.23M0.05%-50813F-HRTimeline
CENTAURUS FINANCIAL, INC.11,867$3.21M0.15%-32313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,844$3.2M0.18%-3113F-HRTimeline
Dakota Wealth Management11,841$3.2M0.07%-3,89713F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC11,818$3.2M0.2%+2,70413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,774$3.19M0.13%-1,42313F-HRTimeline
Berger Financial Group, Inc11,694$3.16M0.18%-17013F-HRTimeline
Community Bank & Trust, Waco, Texas11,630$3.15M0.62%-77313F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…11,627$3.15M0.46%new13F-HRTimeline
HBW ADVISORY SERVICES LLC11,596$3.14M0.33%-3713F-HRTimeline
PUZO MICHAEL J11,502$3.11M0.91%-7,03513F-HRTimeline
West Branch Capital LLC11,475$3.1M0.83%+22913F-HRTimeline
IHT Wealth Management, LLC11,460$3.1M0.07%+1,19613F-HRTimeline
Bluesphere Advisors LLC11,420$3.09M1.1%+2,94813F-HRTimeline
MASTERINVEST Kapitalanlage GmbH11,400$3.08M0.32%-5,59513F-HRTimeline
MidFirst Bank11,364$3.07M0.25%+4,93313F-HRTimeline
DoubleLine ETF Adviser LP11,362$3.07M1.17%new13F-HRTimeline
Hilton Capital Management, LLC11,333$3.07M0.23%+23913F-HRTimeline
FAS Wealth Partners, Inc.11,283$3.05M0.19%+8,23913F-HRTimeline
Acumen Wealth Advisors, LLC11,255$3.05M0.82%-4,72413F-HRTimeline
ZEGA Investments, LLC11,202$3.03M0.57%-7413F-HRTimeline
Prescott Group Capital Management, L.L.…11,183$3.03M0.3%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC11,170$3.02M0.16%+1,56713F-HRTimeline
Aurdan Capital Management, LLC11,164$3.02M0.91%-2213F-HRTimeline
Acropolis Investment Management, LLC11,145$3.02M0.13%-1,30613F-HRTimeline
Plancorp, LLC9,883$3.01M0.09%-25013F-HRTimeline
Brown Miller Wealth Management, LLC11,067$2.99M0.85%+67613F-HRTimeline
Ninety One SA (Pty) Ltd11,142$2.99M0.13%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC11,065$2.99M0.01%-79913F-HRTimelineGroup
Central Pacific Bank - Trust Division11,055$2.99M0.38%+24813F-HRTimeline
Maia Wealth LLC11,015$2.98M0.5%+2,36713F-HRTimeline
Procyon Advisors, LLC10,962$2.97M0.15%-54413F-HRTimeline
B. Riley Wealth Advisors, Inc.11,303$2.96M0.19%-3,66113F-HRTimeline
Coastline Trust Co10,914$2.95M0.29%-7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New Age Alpha Advisors, LLC10,834$2.93M0.14%-23,24713F-HRTimeline
Fortis Group Advisors, LLC7,897$2.93M0.48%-2,57513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding10,806$2.92M-376Timeline
Neo Ivy Capital Management10,772$2.91M0.77%+2,59913F-HRTimeline
PFG Investments, LLC10,727$2.9M0.14%-1,17313F-HRTimeline
Glassy Mountain Advisors, Inc.10,706$2.9M0.9%+66213F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC10,682$2.89M1.06%-1213F-HRTimeline
Pinnacle Holdings, LLC10,569$2.86M0.92%+1,27513F-HRTimeline
ROTHSCHILD INVESTMENT LLC10,516$2.85M0.15%-57013F-HRTimeline
Williams Jones Wealth Management, LLC.10,511$2.84M0.03%-33413F-HRTimeline
Financiere des Professionnels - Fonds d…10,500$2.84M0.17%+9,75513F-HRTimeline
Commonwealth Retirement Investments LLC10,492$2.84M0.88%+1,61313F-HRTimeline
Pine Valley Investments Ltd Liability Co10,489$2.84M0.14%-1,24113F-HRTimeline
Krilogy Financial LLC8,951$2.83M0.09%-1,09213F-HRTimeline
E Fund Management Co., Ltd.10,422$2.82M0.08%13F-HRTimeline
Manhattan West Asset Management, LLC10,374$2.81M0.55%+1,41113F-HRTimeline