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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Estabrook Capital Management15,230$7.7M1.19%-2,20113F-HRTimeline
Olstein Capital Management, L.P.15,200$7.69M1.35%+3,20013F-HRTimeline
Lester Murray Antman dba SimplyRich15,169$7.67M2.19%-13613F-HRTimeline
MONTAG & CALDWELL, LLC15,130$7.65M1.63%-1,37813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,126$7.65M-671Timeline
Concord Wealth Partnersgroup of 2 filers holding15,109$7.64M+747Timeline
ALERUS FINANCIAL NA15,093$7.63M0.58%+8,08213F-HRTimeline
AMG National Trust Bank14,929$7.55M0.21%-2,74413F-HRTimeline
Merit Financial Group, LLC14,789$7.48M0.13%+6,20213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV14,781$7.48M1.02%+1,12113F-HRTimeline
Asio Capital, LLC14,751$7.46M1.41%-17013F-HRTimeline
GAMMA Investing LLC14,749$7.46M0.64%+35613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC14,729$7.45M0.44%-29613F-HRTimeline
Kidder Stephen W14,721$7.45M2.24%-513F-HRTimeline
Harbour Trust & Investment Management Co14,681$7.43M0.85%+64313F-HRTimeline
SECTORAL ASSET MANAGEMENT INC14,625$7.4M4.94%+1,50013F-HRTimeline
Fragasso Financial Advisors Inc14,619$7.39M0.56%-1,41813F-HRTimeline
Sigma Planning Corp14,591$7.38M0.23%-48113F-HRTimeline
Silicon Valley Capital Partners14,547$7.36M0.82%+2,08513F-HRTimeline
Capital Investment Counsel, LLC14,478$7.32M1.22%+32713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC14,468$7.32M0.68%+42813F-HRTimeline
CENTRAL BANK & TRUST CO14,464$7.32M1.11%-1,98113F-HRTimeline
Freedom Together Foundation14,355$7.26M0.81%-57,00013F-HRTimeline
BURNS J W & CO INC/NY14,343$7.26M0.93%-24613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,330$7.25M0.66%-36413F-HRTimelineGroup
Telos Capital Management, Inc.14,309$7.24M0.77%+10213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC14,296$7.23M2.31%-13213F-HRTimeline
CENTAURUS FINANCIAL, INC.14,272$7.22M0.44%+8,88113F-HRTimeline
Ballast, Inc.14,255$7.21M2.06%-40013F-HRTimeline
Hilton Capital Management, LLC14,232$7.2M0.62%-1,77313F-HRTimeline
Schechter Investment Advisors, LLC14,203$7.18M0.55%-95113F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd14,179$7.17M0.85%-1,12113F-HRTimeline
SPINNAKER TRUST14,169$7.17M0.45%+2313F-HRTimeline
Greenwoods Asset Management Hong Kong L…in group Greenwoods Asset Management H…14,165$7.17M0.23%+18613F-HRTimelineGroup
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd14,148$7.16M0.03%-147,50813F-HRTimelineGroup
Verition Fund Management LLC14,122$7.14M0.04%+13,68313F-HRTimeline
Tradewinds, LLC.13,374$7.13M1.98%-60613F-HRTimeline
Liberty Capital Management, Inc.14,053$7.11M1.58%+4813F-HRTimeline
Valeo Financial Advisors, LLC13,979$7.07M0.2%-91513F-HRTimeline
Wealthspire Advisors, LLC13,977$7.07M0.07%+61413F-HRTimeline
Community Bank & Trust, Waco, Texas13,973$7.07M1.61%-5013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…13,955$7.06M<0.01%-1,47413F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC13,899$7.03M0.58%-5313F-HRTimeline
NorthRock Partners, LLC13,873$7.02M0.23%-1,88313F-HR/ATimeline
Gladstone Institutional Advisory LLC13,863$7.01M0.33%+17513F-HRTimeline
Strategic Wealth Partners, Ltd.13,202$7.01M0.58%+6,86013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK13,777$6.97M0.23%+2,33913F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC13,713$6.94M1.94%+7,00713F-HRTimeline
Geneos Wealth Management Inc.13,684$6.92M0.24%new13F-HRTimeline
Eagle Capital Management, LLC13,677$6.92M2.79%+3313F-HRTimeline
LINCOLN CAPITAL CORP13,623$6.89M2.83%+1,16013F-HRTimeline
CMH Wealth Management LLC13,612$6.89M1.58%+23813F-HRTimeline
MUFG SECURITIES AMERICAS INC.13,585$6.87M0.87%13F-HRTimeline
Canal Capital Management, LLC13,557$6.86M1.11%-19213F-HRTimeline
Capital Planning Advisors, LLC13,515$6.84M1.06%+77913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC13,466$6.81M1.35%-61213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC13,445$6.8M1.13%+1513F-HRTimeline
Sky Investment Group LLC13,306$6.73M1.23%+34713F-HRTimeline
American Trust13,294$6.72M0.51%-80313F-HRTimeline
Mirabaud Asset Management Ltd13,201$6.7M3.12%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,248$6.7M0.21%+1,34513F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC13,222$6.69M1.55%+20813F-HRTimeline
Sandy Spring Bank13,197$6.68M0.27%-4113F-HRTimeline
Granite Investment Partners, LLC13,193$6.67M0.29%-2013F-HRTimeline
Meridian Wealth Advisors, LLC13,193$6.67M1.1%+11513F-HRTimeline
Wedmont Private Capital12,781$6.65M0.35%+50113F-HRTimeline
Consolidated Investment Group LLC13,135$6.64M0.93%013F-HRTimeline
Mader & Shannon Wealth Management, Inc.13,070$6.61M4.09%-41713F-HRTimeline
Great Lakes Retirement, Inc.13,047$6.6M0.85%-4313F-HRTimeline
Larson Financial Group LLC13,020$6.59M0.34%+33413F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co13,000$6.58M1.48%013F-HRTimeline
DUNCKER STREETT & CO INC12,977$6.56M1.22%-22113F-HRTimeline
Voleon Capital Management LP12,962$6.56M0.49%13F-HRTimeline
Sone Capital Management, LLC12,958$6.55M0.83%13F-HRTimeline
SYON CAPITAL LLC12,954$6.55M0.59%-93113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …12,942$6.55M2.11%-9013F-HRTimeline
Community Financial Services Group, LLC12,937$6.54M1.3%+63413F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/12,920$6.54M0.01%-103,54413F-HRTimeline
Lindbrook Capital, LLC12,849$6.5M0.59%-26413F-HRTimeline
Plancorp, LLC12,805$6.48M0.27%+1,71113F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,784$6.47M0.29%+1,66813F-HRTimeline
Ashburton (Jersey) Ltd12,762$6.46M2.85%+12,48213F-HRTimeline
Persistent Asset Partners Ltd11,824$6.41M5.49%13F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV12,680$6.41M3.13%+21513F-HRTimeline
Point72 (DIFC) Ltd12,678$6.41M0.58%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC12,629$6.39M1.83%-75013F-HRTimeline
Farther Finance Advisors, LLC12,598$6.37M0.23%+6713F-HRTimeline
River Wealth Advisors LLC12,578$6.36M0.84%+1,10513F-HRTimeline
Prosperity Consulting Group, LLC12,535$6.34M0.48%+4613F-HRTimeline
Sivik Global Healthcare LLC12,500$6.32M3.5%new13F-HRTimeline
Ulland Investment Advisors, LLC12,485$6.32M4.03%+15313F-HRTimeline
Legacy Advisors, LLC12,431$6.29M0.61%-3413F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,431$6.29M0.22%-8,04913F-HRTimeline
HBK Sorce Advisory LLC12,423$6.28M0.19%-21513F-HRTimeline
Jasper Ridge Partners, L.P.12,379$6.26M0.2%+413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…12,375$6.26M1.55%-32013F-HRTimeline
Rockline Wealth Management, LLC12,305$6.22M1.66%+19213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,237$6.19M0.45%-20413F-HRTimeline
Timber Creek Capital Management LLC12,232$6.19M1.79%+19713F-HRTimeline
Cornerstone Wealth Group, LLC12,230$6.19M0.51%+19013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC12,223$6.18M0.28%-17413F-HRTimeline
CITY HOLDING CO12,222$6.18M0.88%+52213F-HRTimeline
Jaffetilchin Investment Partners, LLC12,216$6.18M0.45%+14713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,185$6.16M0.38%-4,09613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,790$6.13M0.35%-2813F-HRTimeline
Brown Shipley& Co Ltd12,099$6.12M3.04%-2,45613F-HRTimeline
Empire Life Investments Inc.12,095$6.12M0.38%-2,43013F-HRTimeline
PKO Investment Management Joint-Stock Co12,089$6.12M0.76%+2,40013F-HRTimeline
Simplify Asset Management Inc.12,057$6.1M0.42%-8,31513F-HRTimeline
Bollard Group LLC12,049$6.09M0.17%+5,22113F-HRTimeline
Waldron Private Wealth LLC12,045$6.09M0.25%+16013F-HRTimeline
Harbour Capital Advisors, LLC11,858$6.08M1.36%-913F-HRTimeline
CULBERTSON A N & CO INC12,009$6.07M0.97%-10713F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD12,007$6.07M0.06%-6,53613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,001$6.07M0.25%+55113F-HRTimeline
Field & Main Bank11,995$6.07M2.13%-12813F-HRTimeline
MARSHALL & SULLIVAN INC /WA/11,992$6.07M2.96%+1013F-HRTimeline
First Interstate Bank11,987$6.06M0.37%-31713F-HRTimeline
IHT Wealth Management, LLC11,843$5.99M0.19%+27413F-HRTimeline
Nikulski Financial, Inc.11,832$5.99M1.76%+40813F-HRTimeline
Ashurst Perkins Coie Trust Co11,775$5.96M1.31%-21413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT11,768$5.95M0.39%-77713F-HRTimelineGroup
LEE DANNER & BASS INC11,726$5.93M0.47%-91513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.11,707$5.92M0.53%-29013F-HRTimeline
Bogart Wealth, LLC11,669$5.9M0.28%+313F-HRTimeline
Generali Investments CEE, investicni sp…11,660$5.9M0.61%13F-HRTimeline
JCIC Asset Management Inc.11,654$5.9M2.39%+26313F-HRTimeline
Clearstead Trust, LLC11,623$5.88M1.27%+56513F-HRTimeline
EQUITABLE TRUST CO11,590$5.86M0.33%+69913F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.11,524$5.83M1.07%+1,34413F-HRTimeline
GeoWealth Management, LLC11,508$5.82M0.19%-84413F-HRTimeline
Barbara Oil Co.11,500$5.82M2.41%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,470$5.8M0.18%-70513F-HRTimeline
Lynch Asset Management, Inc.11,450$5.79M2.35%+5013F-HRTimeline
MONTAG A & ASSOCIATES INC11,396$5.76M0.27%-313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.11,262$5.7M0.94%+6013F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,247$5.69M0.39%-22513F-HRTimeline
Ayrshire Capital Management LLC11,232$5.68M2.77%+24413F-HRTimeline
Asset Dedication, LLC11,227$5.68M0.45%-2,52613F-HRTimeline
INSPIRE TRUST CO, N.A.11,200$5.67M1.45%+2,09813F-HRTimeline
West Branch Capital LLC11,170$5.65M1.8%+16213F-HRTimeline
Keeler Thomas Management LLC11,131$5.63M2.01%-19813F-HRTimeline
CHICAGO TRUST Co NA11,104$5.62M0.99%-1,37313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,089$5.61M0.6%-57813F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC11,088$5.61M1.62%+29113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,046$5.59M0.22%+11113F-HRTimelineGroup
Coastline Trust Co11,039$5.58M0.65%-69213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARDEROCK CAPITAL MANAGEMENT INC11,038$5.58M1.4%-37613F-HRTimeline
Sowell Financial Services LLC11,033$5.58M0.29%+513F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC11,031$5.58M2.36%-41413F-HRTimeline
Mirador Capital Partners LP10,978$5.55M1.01%-8413F-HRTimeline
Rench Wealth Management, Inc.10,972$5.55M1.89%-42313F-HRTimeline
Sandhill Capital Partners LLC10,967$5.55M0.43%-5613F-HRTimeline
Acropolis Investment Management, LLC10,920$5.52M0.33%-20713F-HRTimeline
Moloney Securities Asset Management, LLC10,895$5.51M0.74%-16513F-HRTimeline
CX Institutional10,853$5.49M0.22%+10313F-HRTimeline
Allen Capital Group, LLC10,852$5.49M0.67%+51513F-HRTimeline
Fulton Bank, N.A.10,819$5.47M0.21%+64713F-HRTimeline
Qtron Investments LLC10,803$5.46M0.77%-41313F-HRTimeline
Brentview Investment Management LLC10,801$5.46M3.1%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,956$5.46M0.55%+1,60013F-HRTimeline
1834 INVESTMENT ADVISORS CO10,744$5.43M0.69%-51213F-HRTimeline
Stonebridge Financial Group, LLC10,726$5.43M0.6%13F-HRTimeline
J. W. Coons Advisors, LLC10,725$5.43M1.39%-2013F-HRTimeline
Bristlecone Advisors, LLC10,705$5.42M0.42%-4313F-HRTimeline
Dynasty Wealth Management, LLC10,691$5.41M0.09%-16513F-HRTimeline
S.E.E.D. Planning Group LLC10,685$5.4M1.8%+91813F-HRTimeline
Independence Bank of Kentucky10,675$5.4M0.83%+8113F-HRTimeline
MainStreet Investment Advisors LLC10,659$5.39M0.76%-20313F-HRTimeline
E Fund Management Co., Ltd.10,634$5.38M0.27%+3,84313F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P10,615$5.37M0.61%+3,65013F-HRTimelineGroup
Northeast Financial Consultants Inc10,606$5.37M0.23%+9613F-HRTimeline
ZEGA Investments, LLC10,061$5.36M1.59%13F-HRTimeline
SlateStone Wealth, LLC10,583$5.35M0.53%+8613F-HRTimeline
Saranac Partners Ltd10,578$5.35M2.95%new13F-HRTimeline
Horizon Investments, LLC10,554$5.34M0.15%+20413F-HRTimeline
Trust Asset Management LLC10,545$5.33M0.42%013F-HRTimeline
Simmons Bankin group Simmons Bank10,541$5.33M0.39%-18013F-HRTimelineGroup
PFG Investments, LLC10,495$5.31M0.33%-1,03313F-HRTimeline
SageView Advisory Group, LLC10,487$5.3M0.23%+1,24313F-HRTimeline
Commonwealth Retirement Investments LLC10,463$5.29M2.18%+16813F-HRTimeline
GS Investments, Inc.10,443$5.28M2.39%-60113F-HRTimeline
Mattson Financial Services, LLC9,032$5.28M1.68%-65613F-HRTimeline
Connecticut Wealth Management, LLC10,431$5.28M0.26%-56813F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.10,431$5.28M3.22%-30713F-HRTimeline
Thematics Asset Management10,378$5.25M0.23%+1,43813F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX10,158$5.24M1.3%-34313F-HRTimeline
Kovack Advisors, Inc.10,276$5.2M0.51%+3,58113F-HRTimeline
Bond & Devick Financial Network, Inc.8,890$5.2M2.22%013F-HRTimeline
Legacy Private Trust Co.10,268$5.19M0.34%+36613F-HRTimeline
Belpointe Asset Management LLC8,799$5.19M0.31%+3813F-HRTimeline
William B. Walkup & Associates, Inc.10,261$5.19M3.29%+1113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC10,260$5.19M1.66%+3,60213F-HRTimelineGroup
Cordatus Wealth Management LLC10,235$5.18M1.37%+20413F-HRTimeline
STRATEGIC PLANNING GROUP, LLC10,215$5.17M0.95%+30413F-HRTimeline
ABN AMRO Bank N.V.10,318$5.17M0.07%-95,55713F-HRTimeline
Round Rock Advisors LLC10,210$5.16M1.06%-44713F-HRTimeline
Trinity Legacy Partners, LLC10,207$5.16M1.33%+16513F-HRTimeline
Peloton Wealth Strategists10,173$5.15M2.08%-11513F-HRTimeline
CWA Asset Management Group, LLC10,162$5.14M0.26%-11313F-HRTimeline