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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Acropolis Investment Management, LLC10,706$4.45M0.18%-43913F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,705$4.45M0.11%-16,60313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.10,661$4.43M0.17%-1,20613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC10,631$4.42M0.24%-1,18713F-HRTimeline
Kovack Advisors, Inc.10,456$4.39M0.21%+2,48213F-HRTimeline
Financiere des Professionnels - Fonds d…10,500$4.36M0.25%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,461$4.35M0.07%-2,73613F-HRTimeline
Elgethun Capital Management10,457$4.35M0.61%+8513F-HRTimeline
WCG Wealth Advisors LLC10,456$4.35M0.1%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC10,448$4.34M0.65%+3,06913F-HRTimeline
William B. Walkup & Associates, Inc.10,383$4.32M2.08%+12113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,309$4.28M0.21%-1,75213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,298$4.28M+360Timeline
Rehmann Capital Advisory Group10,202$4.24M0.19%+36413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,200$4.24M0.11%+9913F-HRTimeline
PFG Investments, LLC10,130$4.21M0.16%-59713F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC10,122$4.21M1.33%-56013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC10,096$4.21M0.13%+80613F-HRTimelineGroup
Pinnacle Holdings, LLC10,102$4.2M1.29%-46713F-HRTimeline
Avior Wealth Management, LLC10,068$4.18M0.11%+28913F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC10,059$4.18M0.15%+17513F-HRTimeline
BAMCO INC /NY/in group Baron Capital10,059$4.18M0.01%new13F-HRTimelineGroup
Krilogy Financial LLC10,051$4.18M0.12%+1,10013F-HRTimeline
Smartleaf Asset Management LLC9,947$4.18M0.14%013F-HRTimeline
DoubleLine ETF Adviser LP10,041$4.17M1.72%-1,32113F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.10,032$4.17M0.19%new13F-HRTimeline
Value Partners Investments Inc.10,035$4.16M0.29%-2,08413F-HRTimeline
Trust Asset Management LLC10,010$4.16M0.26%-20013F-HR/ATimeline
Perigon Wealth Management, LLC10,008$4.16M0.07%+72613F-HRTimeline
Plancorp, LLC9,656$4.14M0.1%-22713F-HRTimeline
Berger Financial Group, Inc9,944$4.13M0.21%-1,75013F-HRTimeline
Signet Investment Advisory Group, Inc.9,914$4.12M1.81%+50313F-HRTimeline
IHT Wealth Management, LLC9,889$4.11M0.09%-1,57113F-HRTimeline
Modus Advisors, LLC9,824$4.08M1.01%-4013F-HRTimeline
Harbour Capital Advisors, LLC9,586$4.07M0.74%-8013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,776$4.06M0.46%-1013F-HRTimeline
Kingsview Wealth Management, LLC9,715$4.04M0.05%-23,01213F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.9,715$4.04M0.36%+4,72013F-HRTimelineGroup
Modera Wealth Management, LLC9,699$4.03M0.04%+78213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,688$4.03M0.14%-14013F-HRTimelineGroup
MITCHELL & PAHL PRIVATE WEALTH, LLC9,651$4.01M1.47%+17513F-HRTimeline
Aljian Capital Management, LLC9,618$4M0.74%-2,52813F-HRTimeline
Exome Asset Management LLC9,612$4M2.46%-3,25013F-HRTimeline
AdvisorNet Financial, Inc9,604$3.99M0.18%+6613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,602$3.99M0.23%+1,28313F-HRTimeline
Texas Yale Capital Corp.9,583$3.98M0.09%+34513F-HRTimeline
PACK Private Wealth, LLC9,566$3.98M1.65%013F-HRTimeline
FIRST HORIZON CORP9,505$3.95M0.15%-8413F-HRTimeline
Qtron Investments LLC9,450$3.93M0.52%+2,27313F-HRTimeline
Field & Main Bank9,445$3.93M0.81%+55613F-HR/ATimeline
New Age Alpha Advisors, LLC9,423$3.92M0.17%-1,41113F-HRTimeline
Marathon Wealth Advisors LLC9,410$3.91M1.34%+1313F-HRTimeline
Pine Valley Investments Ltd Liability Co9,398$3.91M0.17%-1,09113F-HRTimeline
WEIK CAPITAL MANAGEMENT9,390$3.9M1.5%-13013F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,384$3.9M0.12%-25213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,368$3.89M0.07%-15613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,343$3.88M0.15%+94813F-HRTimeline
Caliber Wealth Management, LLC / KS9,338$3.88M0.37%-5,08913F-HRTimeline
Farmers National Bank9,323$3.87M0.81%+6213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,283$3.86M0.16%+48913F-HRTimeline
Venture Visionary Partners LLC9,255$3.85M0.11%-43613F-HRTimeline
SageView Advisory Group, LLC9,224$3.83M0.13%-46513F-HRTimeline
Parsonex Advisory Services, Inc.9,219$3.83M3.33%+23213F-HRTimeline
LMR Partners LLPin group LMR Partners LLP9,215$3.83M0.03%-136,26413F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC9,207$3.83M0.65%-29113F-HRTimeline
HBK Sorce Advisory LLC9,264$3.82M0.07%+61513F-HRTimeline
Estabrook Capital Management9,149$3.8M0.51%-15913F-HRTimeline
Tenere Capital LLC9,122$3.79M3.01%new13F-HRTimeline
Flavin Financial Services, Inc.9,082$3.77M2.15%+95913F-HRTimeline
Poehling Capital Management, INC.9,075$3.77M0.81%-7613F-HRTimeline
R.H. Investment Group, LLC9,066$3.77M2.84%-2313F-HRTimeline
Round Rock Advisors LLC9,062$3.77M0.49%-29513F-HRTimeline
Generali Investments, Management Co LLC9,024$3.75M0.81%+4,03013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC8,990$3.74M0.79%-1,11813F-HRTimeline
Cornerstone Planning, LLC8,989$3.74M0.86%-1713F-HRTimeline
Glenview Trust Co8,970$3.73M0.05%+40013F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC8,955$3.72M0.35%-11,13213F-HRTimeline
Aviso Financial Inc.8,943$3.72M0.13%-20813F-HRTimeline
Petros Family Wealth, LLC8,931$3.71M2.27%+2,45513F-HRTimeline
U S WEALTH GROUP, LLC.8,901$3.7M2.21%+93713F-HRTimeline
Castleview Partners, LLC8,888$3.69M1.62%-1,08313F-HRTimeline
Gladstone Institutional Advisory LLC8,888$3.69M0.12%-58613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,880$3.69M0.08%+1,11313F-HRTimeline
Fulton Bank, N.A.8,874$3.69M0.11%+1,16413F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC8,831$3.67M1.56%-5913F-HRTimeline
Composition Wealth, LLC8,787$3.65M0.04%+41013F-HRTimeline
MONTAG A & ASSOCIATES INC8,784$3.65M0.15%-813F-HRTimeline
Meadowbrook Advisors Group, LLC8,778$3.65M1.95%-21013F-HRTimeline
Procyon Advisors, LLC8,760$3.64M0.16%-2,20213F-HRTimeline
CAPITAL ADVISORS INC/OK8,751$3.64M0.05%+72513F-HRTimeline
JB Capital LLC8,727$3.63M0.13%+28913F-HRTimeline
BigSur Wealth Management LLC8,694$3.61M0.87%+2,00013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,680$3.61M1.11%-2913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,656$3.6M0.08%-3913F-HRTimelineGroup
Focused Wealth Management, Inc8,640$3.59M0.32%+46613F-HRTimeline
GSA CAPITAL PARTNERS LLP8,622$3.58M0.23%+2,13313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding8,531$3.56M+1,674Timeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,559$3.56M0.46%-10613F-HRTimelineGroup
TOBAM8,536$3.55M0.86%-5,53513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paralel Advisors LLC8,536$3.55M0.14%+3,43113F-HRTimeline
Arvest Bank Trust Division8,527$3.54M0.17%+7,05013F-HRTimeline
Granite Investment Partners, LLC8,520$3.54M0.18%013F-HRTimeline
Timber Creek Capital Management LLC8,503$3.53M0.72%+67613F-HRTimeline
PING CAPITAL MANAGEMENT, INC.8,500$3.53M1.15%-10013F-HRTimeline
V2 Financial group LLC8,444$3.51M1.31%-34113F-HRTimeline
Family Legacy, Inc.8,439$3.51M0.94%+213F-HRTimeline
one8zero8, LLC8,406$3.49M0.69%-1,74613F-HRTimeline
Titan Investment Management LLC8,376$3.48M2.58%+20913F-HRTimeline
China Universal Asset Management Co., L…8,347$3.47M0.21%+5,76813F-HRTimeline
Sargent Investment Group, LLC8,294$3.45M0.41%+2,90613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,286$3.44M0.23%-1,46513F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…8,285$3.44M0.11%+4,22213F-HRTimelineGroup
Crestwood Advisors Group, LLC8,258$3.43M0.05%+2,72813F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.8,251$3.43M1.94%-1,16613F-HRTimeline
J.Safra Asset Management Corp8,220$3.42M0.16%+2,10413F-HRTimeline
CHILTON INVESTMENT CO INC.8,178$3.4M0.08%-9013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,176$3.4M0.23%-15513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC8,139$3.38M0.09%+39513F-HRTimeline
NorthRock Partners, LLC8,104$3.37M0.05%-19713F-HRTimeline
Tulsa Wealth Advisors, INC8,090$3.36M0.47%+1,04813F-HRTimeline
Interchange Capital Partners, LLC8,088$3.36M0.63%+3,79513F-HRTimeline
Missouri Trust & Investment Co8,100$3.36M0.91%-19613F-HRTimeline
VESTOR CAPITAL, LLC32,600$3.35M0.21%+31,93513F-HRTimeline
F/m Investments LLC8,043$3.34M0.17%+89713F-HRTimeline
WRIGHT INVESTORS SERVICE INC8,039$3.34M0.91%+1,40613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BCGM Wealth Management, LLC8,027$3.34M0.71%+47813F-HRTimeline
Kensington Investment Counsel, LLC8,019$3.33M1.45%-37913F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.7,978$3.32M1.77%-58713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…7,967$3.31M0.11%-5413F-HRTimelineGroup
Shoker Investment Counsel, Inc.7,925$3.29M0.83%+2,01113F-HRTimeline
Pathway Financial Advisers, LLC7,920$3.29M0.83%-2313F-HRTimeline
Confluence Wealth Services, Inc.7,916$3.29M0.09%+1,43413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,911$3.29M0.41%-4013F-HRTimeline
INTRUST BANK NA7,909$3.29M0.24%+56713F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,896$3.28M0.1%-71013F-HRTimeline
Global Assets Advisory, LLC7,662$3.26M0.71%-86513F-HRTimeline
Premier Path Wealth Partners, LLC7,830$3.25M0.37%+1,90213F-HRTimeline
Kathmere Capital Management, LLC7,823$3.25M0.17%+88113F-HRTimeline
Mystic Asset Management, Inc.7,794$3.24M0.69%+40413F-HRTimeline
GWN SECURITIES INC.7,790$3.24M0.54%-57913F-HRTimeline
ALTFEST L J & CO INC7,788$3.24M0.31%+6,66313F-HRTimeline
Indivisible Partners7,784$3.24M0.18%+1,52813F-HRTimeline
Cascades Capital Asset Management, LLC7,767$3.23M1.19%+4013F-HRTimeline
1834 INVESTMENT ADVISORS CO7,750$3.22M0.36%-28713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC7,748$3.22M1.38%new13F-HRTimeline
Fairbanks Capital Management, Inc.7,722$3.21M1.9%-23713F-HRTimeline
SWS Partners7,714$3.21M0.69%+2,04213F-HRTimeline
LRT Capital Management, LLC7,706$3.2M2.08%+2,24113F-HRTimeline
EASTERN BANK7,663$3.18M0.05%-4513F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…7,657$3.18M0.94%+2,44113F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC7,619$3.17M0.54%+1613F-HRTimeline
MPS Loria Financial Planners, LLC7,619$3.17M0.73%+4113F-HRTimeline
Eos Management, L.P.7,616$3.17M1.25%013F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC7,594$3.16M0.26%013F-HRTimelineGroup
Blue Trust, Inc.7,589$3.15M0.03%+1,22613F-HRTimeline
Baker Avenue Asset Management, LP7,578$3.15M0.06%+89613F-HRTimeline
Rare Wolf Capital LLC7,563$3.14M2.02%+86013F-HRTimeline
Chicago Partners Investment Group LLC7,413$3.14M0.06%+1,93213F-HRTimeline
DeDora Capital, Inc.7,550$3.14M0.68%-21013F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.7,530$3.13M1.29%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,526$3.13M0.31%+80913F-HRTimeline
Fortis Group Advisors, LLC7,515$3.12M0.5%-38213F-HRTimeline
CENTRAL BANK & TRUST CO7,514$3.12M0.44%-16813F-HRTimeline
Barbara Oil Co.7,500$3.12M1.05%013F-HRTimeline
Fragasso Financial Advisors Inc7,494$3.11M0.17%+13213F-HRTimeline
Nicollet Investment Management, Inc.7,464$3.1M0.96%-1513F-HRTimeline
SHAYNE & JACOBS, LLC7,455$3.1M0.92%-6013F-HRTimeline
VIAWEALTH, LLC7,422$3.08M1.55%+6513F-HRTimeline
Bond & Devick Financial Network, Inc.7,420$3.08M0.76%-16813F-HRTimeline
Bellwether Advisors, LLC7,404$3.08M0.46%new13F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP7,360$3.06M0.51%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.7,354$3.06M0.4%-3513F-HRTimeline
Pinnacle West Asset Management, Inc.7,338$3.05M2.11%-10013F-HRTimeline
Ceeto Capital Group, LLC7,326$3.04M0.82%013F-HRTimeline
Campbell & CO Investment Adviser LLC7,271$3.02M0.16%+3,47613F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC7,270$3.02M0.65%-1,13413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,238$3.01M0.12%-1513F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,236$3.01M0.33%+913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,231$3.01M0.3%+1,28413F-HRTimeline
Platform Technology Partners7,226$3M0.49%+33313F-HRTimeline
Trek Financial, LLC7,189$2.99M0.15%+6,40313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,160$2.98M0.08%+12713F-HRTimeline
Elevated Private Wealth, LLC7,135$2.97M2.82%13F-HRTimeline
Visionary Wealth Advisors7,107$2.95M0.12%-1,73713F-HRTimeline
Community Bank, N.A.7,101$2.95M0.32%-14513F-HRTimeline
Sustainable Insight Capital Management,…7,056$2.93M1.26%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,033$2.92M0.6%-5013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.7,020$2.92M1.38%+27613F-HRTimeline
Impact Capital Partners LLC7,014$2.92M0.8%+42313F-HRTimeline
Compton Wealth Advisory Group, LLC6,819$2.91M0.59%-2213F-HRTimeline
44 WEALTH MANAGEMENT LLC6,967$2.9M0.96%+5,66913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,948$2.89M-585Timeline
SLT Holdings LLC6,909$2.87M1.83%-2713F-HRTimeline
Quinn Opportunity Partners LLC6,900$2.87M0.13%+5,90013F-HRTimeline
CWC Advisors, LLC.6,879$2.86M1.27%-34213F-HRTimeline
Raab & Moskowitz Asset Management LLC6,879$2.86M0.58%-7013F-HRTimeline
Sullivan Wood Capital Management LLC6,859$2.85M3.9%-2,87213F-HRTimeline
Independence Bank of Kentucky6,828$2.84M0.32%-34913F-HRTimeline
INKWELL CAPITAL LLC6,808$2.83M2.94%+413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,807$2.83M0.18%+72413F-HRTimeline