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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Olstein Capital Management, L.P.14,000$7.33M1.35%-1,20013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd13,985$7.32M0.86%-19413F-HRTimeline
Community Financial Services Group, LLC13,915$7.29M1.58%+97813F-HRTimeline
PKO Investment Management Joint-Stock Co13,889$7.27M0.83%+1,80013F-HRTimeline
Valeo Financial Advisors, LLC13,874$7.27M0.2%-10513F-HRTimeline
Community Bank & Trust, Waco, Texas13,866$7.26M1.71%-10713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,998$7.26M1.36%13F-HRTimeline
CMH Wealth Management LLC13,852$7.25M1.82%+24013F-HRTimeline
EQUITABLE TRUST CO13,850$7.25M0.4%+2,26013F-HRTimeline
Wedmont Private Capital12,096$7.25M0.37%-68513F-HRTimeline
J.W. COLE ADVISORS, INC.13,821$7.24M0.22%+1,82013F-HRTimeline
CENTRAL BANK & TRUST CO13,793$7.22M1.21%-67113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…13,754$7.2M0.07%-33,34013F-HRTimelineGroup
Pacific Capital Partners Ltd13,750$7.2M4.55%-2,78513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC13,607$7.13M2.11%-10613F-HRTimeline
Eagle Capital Management, LLC13,574$7.11M3.15%-10313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC13,572$7.11M1.69%+35013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC13,565$7.1M1.22%+12013F-HRTimeline
Simplify Asset Management Inc.13,427$7.03M0.33%+1,37013F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,395$7.02M0.28%+10,58313F-HRTimeline
Sky Investment Group LLC13,387$7.01M1.29%+8113F-HRTimeline
Mutual Advisors, LLC16,732$7M0.2%-1,73313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC13,361$7M0.43%-1,36813F-HRTimeline
Capital Planning Advisors, LLC13,340$6.99M1.08%-17513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,291$6.96M0.1%-13,15313F-HRTimelineGroup
Tradewinds, LLC.13,271$6.95M1.96%-10313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,262$6.95M0.62%+2,17313F-HRTimelineGroup
Consolidated Investment Group LLC13,250$6.94M1.06%+11513F-HRTimeline
Blue Zone Wealth Advisors, LLC13,082$6.85M1.9%+1,99413F-HRTimeline
Hennion & Walsh Asset Management, Inc.13,065$6.84M0.3%+28113F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co13,000$6.81M1.6%013F-HRTimeline
BURNS J W & CO INC/NY12,954$6.78M0.88%-1,38913F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …12,953$6.78M2.33%+1113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC12,948$6.78M1.78%+2,68813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.12,942$6.78M0.18%-3,03813F-HRTimelineGroup
Meridian Wealth Advisors, LLC12,928$6.77M1.15%-26513F-HRTimeline
Mirabaud Asset Management Ltd13,105$6.76M3.54%-9613F-HRTimeline
SECTORAL ASSET MANAGEMENT INC12,895$6.75M5.26%-1,73013F-HRTimeline
Generali Investments CEE, investicni sp…12,879$6.75M0.63%+1,21913F-HRTimeline
PRIMECAP MANAGEMENT CO/CA/12,815$6.71M0.01%-10513F-HRTimeline
DUNCKER STREETT & CO INC12,787$6.7M1.33%-19013F-HRTimeline
CITY HOLDING CO12,775$6.69M0.94%+55313F-HRTimeline
Allen Capital Group, LLC12,731$6.67M0.76%+1,87913F-HRTimeline
Schechter Investment Advisors, LLC12,676$6.64M0.55%-1,52713F-HRTimeline
Granite Investment Partners, LLC12,655$6.63M0.34%-53813F-HRTimeline
Entropy Technologies, LP12,616$6.61M0.64%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC12,597$6.6M0.48%+38113F-HRTimeline
River Wealth Advisors LLC12,532$6.56M0.91%-4613F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,521$6.56M0.17%+5,60513F-HRTimeline
Sandy Spring Bank12,517$6.56M0.28%-68013F-HRTimeline
E Fund Management Co., Ltd.12,478$6.54M0.31%+1,84413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,476$6.53M0.2%-77213F-HRTimelineGroup
ASSET PLANNING SERVICES INC /LA/ /ADV12,440$6.51M3.31%-24013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC12,400$6.49M0.18%-6,55913F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,389$6.49M0.23%-4213F-HRTimeline
Jasper Ridge Partners, L.P.12,379$6.48M0.21%013F-HRTimeline
Empire Life Investments Inc.12,322$6.45M0.42%+22713F-HRTimeline
Plancorp, LLC12,280$6.43M0.25%-52513F-HRTimeline
Vest Financial, LLC12,219$6.4M0.1%+5,17613F-HRTimeline
Thematics Asset Management12,218$6.4M0.32%+1,84013F-HRTimeline
Harbour Capital Advisors, LLC11,816$6.39M1.58%-4213F-HRTimeline
Guardian Partners Inc.14,883$6.37M0.66%-4,08813F-HRTimeline
Vestmark Advisory Solutions, Inc.12,161$6.37M0.16%+4,87713F-HRTimeline
HBK Sorce Advisory LLC12,150$6.36M0.19%-27313F-HRTimeline
Nikulski Financial, Inc.12,148$6.36M1.92%+31613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC12,114$6.34M1.36%-1,35213F-HRTimeline
Bollard Group LLC12,074$6.32M0.17%+2513F-HRTimeline
Lindbrook Capital, LLC11,986$6.28M0.58%-86313F-HRTimeline
MARSHALL & SULLIVAN INC /WA/11,915$6.24M3.17%-7713F-HRTimeline
Stamos Capital Partners, L.P.11,872$6.22M1.63%+1,92213F-HRTimeline
Saranac Partners Ltd11,860$6.21M3.53%+1,28213F-HRTimeline
Prosperity Consulting Group, LLC11,825$6.19M0.48%-71013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…11,808$6.18M1.47%-56713F-HRTimeline
CULBERTSON A N & CO INC11,804$6.18M0.99%-20513F-HRTimeline
Perkins Coie Trust Co11,746$6.15M1.4%-2913F-HRTimeline
West Branch Capital LLC11,689$6.12M2.04%+51913F-HRTimeline
Douglass Winthrop Advisors, LLC11,688$6.12M0.12%-83,73913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,946$6.12M-3,503Timeline
American Trust11,657$6.11M1.51%-1,63713F-HRTimeline
Clearstead Trust, LLC11,567$6.06M1.35%-5613F-HRTimeline
LEE DANNER & BASS INC11,551$6.05M0.49%-17513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.11,509$6.03M0.54%-19813F-HRTimeline
Barbara Oil Co.11,500$6.02M2.45%013F-HRTimeline
INSPIRE TRUST CO, N.A.11,500$6.02M1.43%+30013F-HRTimeline
Sowell Financial Services LLC11,480$6.01M0.27%+44713F-HRTimeline
Brentview Investment Management LLC11,473$6.01M3.2%+67213F-HRTimeline
Horizon Investments, LLC11,462$6M0.18%+90813F-HRTimeline
Lynch Asset Management, Inc.11,450$6M2.69%013F-HRTimeline
JCIC Asset Management Inc.11,436$5.99M2.5%-21813F-HRTimeline
S.E.E.D. Planning Group LLC11,433$5.99M2.02%+74813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,427$5.99M0.22%+38113F-HRTimelineGroup
Ayrshire Capital Management LLC11,424$5.98M2.9%+19213F-HRTimeline
Signal Advisors Wealth, LLC11,408$5.97M0.58%+2,29313F-HRTimeline
Legacy Advisors, LLC11,397$5.97M0.62%-1,03413F-HRTimeline
AdvisorNet Financial, Inc11,340$5.94M0.44%+3,91713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.11,328$5.93M3.84%+89713F-HRTimeline
First Interstate Bank11,323$5.93M0.35%-66413F-HRTimeline
PFG Advisors11,322$5.93M0.33%+1,87613F-HRTimeline
Brown Shipley& Co Ltd11,305$5.92M3.35%-79413F-HRTimeline
Acropolis Investment Management, LLC11,298$5.92M0.35%+37813F-HRTimeline
Rench Wealth Management, Inc.11,286$5.91M2.04%+31413F-HRTimeline
Larson Financial Group LLC11,229$5.88M0.28%-1,79113F-HRTimeline
Mirador Capital Partners LP11,161$5.85M1.02%+18313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.11,152$5.84M0.97%-11013F-HRTimeline
Value Partners Investments Inc.11,117$5.83M0.5%+6,78513F-HRTimeline
IHT Wealth Management, LLC11,168$5.82M0.18%-67513F-HRTimeline
Generate Investment Management Ltd11,013$5.77M0.4%-56,61513F-HRTimeline
MUFG Securities EMEA plc10,999$5.76M0.15%-10,05413F-HRTimeline
Sandhill Capital Partners LLC10,964$5.74M0.47%-313F-HRTimeline
STRATEGIC PLANNING GROUP, LLC10,918$5.72M1.12%+70313F-HRTimeline
Commonwealth Retirement Investments LLC10,857$5.69M2.31%+39413F-HRTimeline
Field & Main Bank10,843$5.68M2.01%-1,15213F-HRTimeline
ABN AMRO Bank N.V.10,847$5.67M0.08%+52913F-HRTimeline
NorthRock Partners, LLC10,822$5.67M0.19%-3,05113F-HRTimeline
Kovack Advisors, Inc.10,818$5.67M0.6%+54213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,776$5.64M0.37%-99213F-HRTimelineGroup
Asset Dedication, LLC10,758$5.63M0.46%-46913F-HRTimeline
Cordatus Wealth Management LLC10,706$5.61M1.54%+47113F-HRTimeline
J. W. Coons Advisors, LLC10,703$5.61M1.48%-2213F-HRTimeline
Dynasty Wealth Management, LLC10,771$5.59M0.09%+8013F-HRTimeline
Beverly Hills Private Wealth, LLC10,655$5.58M1.1%+54713F-HRTimeline
CHICAGO TRUST Co NA10,639$5.57M0.99%-46513F-HRTimeline
Trust Asset Management LLC10,600$5.55M0.46%+5513F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.10,569$5.54M0.84%+4,66313F-HRTimeline
Cinctive Capital Management LP10,514$5.51M0.44%+1,58913F-HRTimeline
Prana Capital Management, LP10,501$5.5M0.22%new13F-HRTimeline
MainStreet Investment Advisors LLC10,500$5.5M0.8%-15913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC10,435$5.47M0.33%+67413F-HRTimeline
Mattson Financial Services, LLC10,403$5.45M1.64%+1,37113F-HRTimeline
Bristlecone Advisors, LLC10,395$5.44M0.44%-31013F-HRTimeline
Stonegate Investment Group, LLC10,394$5.44M0.15%-7,26113F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC10,361$5.43M1.44%-67713F-HRTimeline
GS Investments, Inc.10,342$5.42M2.55%-10113F-HRTimeline
Peloton Wealth Strategists10,320$5.41M2.26%+14713F-HRTimeline
INGALLS & SNYDER LLC10,296$5.39M0.18%+1,62613F-HRTimeline
William B. Walkup & Associates, Inc.10,262$5.37M3.28%+113F-HRTimeline
MONTAG A & ASSOCIATES INC10,230$5.36M0.27%-1,16613F-HRTimeline
Fulton Bank, N.A.10,224$5.35M0.22%-59513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,216$5.35M0.6%+1,22513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,215$5.35M0.33%-1,97013F-HRTimeline
Connecticut Wealth Management, LLC10,213$5.35M0.28%-21813F-HRTimeline
Bretton Capital Management, LLC10,200$5.34M5.06%+40013F-HRTimeline
HOLDERNESS INVESTMENTS CO10,198$5.34M1.25%+11813F-HRTimeline
GeoWealth Management, LLC10,178$5.33M0.21%-1,33013F-HRTimeline
Fiduciary Alliance LLC10,172$5.33M0.52%+27913F-HRTimeline
1834 INVESTMENT ADVISORS CO10,158$5.32M0.69%-58613F-HRTimeline
Round Rock Advisors LLC10,141$5.31M0.99%-6913F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX10,096$5.29M1.42%-6213F-HRTimeline
ZEGA Investments, LLC10,070$5.27M1.55%+913F-HRTimeline
Claro Advisors Inc.10,053$5.27M0.7%+1,70813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC10,050$5.26M1.61%+52213F-HRTimeline
FreeGulliver LLC10,031$5.25M2.66%+1313F-HRTimeline
Bank of New Hampshire10,009$5.24M1.37%-10913F-HRTimeline
SageView Advisory Group, LLC9,978$5.23M0.22%-50913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,929$5.2M1.39%+13113F-HRTimeline
Trifecta Capital Advisors, LLC9,879$5.17M1.08%-6113F-HRTimeline
K.J. Harrison & Partners Inc9,875$5.17M1.01%+8,02013F-HRTimeline
Advisory Resource Group9,840$5.15M1.05%+9,40013F-HRTimeline
Coastline Trust Co9,768$5.12M0.64%-1,27113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEIK CAPITAL MANAGEMENT9,682$5.07M2.06%-8113F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding9,668$5.06M-170Timeline
Timber Creek Capital Management LLC9,655$5.06M1.35%-2,57713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,585$5.05M-4,524Timeline
Hodges Capital Management Inc.400$5.04M0.5%new13F-HR/ATimeline
Simmons Bankin group Simmons Bank9,595$5.03M0.38%-94613F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,551$5M-15,788Timeline
STRATEGY ASSET MANAGERS LLC9,533$4.99M1.03%+36213F-HRTimeline
LexAurum Advisors, LLC9,512$4.98M0.95%-57713F-HRTimeline
Turtle Creek Wealth Advisors, LLC9,491$4.97M0.74%new13F-HRTimeline
Union Heritage Capital, LLC9,478$4.96M1.85%013F-HRTimeline
Joseph Group Capital Management9,477$4.96M1.9%+2,06913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…9,476$4.96M0.52%+33113F-HRTimelineGroup
GC Wealth Management RIA, LLC9,474$4.96M0.91%-8813F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP9,466$4.96M0.44%new13F-HRTimelineGroup
Legacy Private Trust Co.9,422$4.93M0.34%-84613F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC9,380$4.91M1.31%013F-HRTimeline
Qtron Investments LLC9,380$4.91M0.74%-1,42313F-HRTimeline
Ulland Investment Advisors, LLC9,356$4.9M4.1%-3,12913F-HRTimeline
SUMITOMO LIFE INSURANCE CO9,353$4.9M0.18%-14613F-HRTimeline
Persistent Asset Partners Ltd9,351$4.9M4.32%-2,47313F-HRTimeline
Kingsview Wealth Management, LLC9,302$4.87M0.09%-63813F-HRTimeline
LINCOLN CAPITAL CORP9,291$4.87M2.03%-4,33213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC9,289$4.87M0.85%+4213F-HRTimeline
RDA Financial Network9,282$4.86M1.45%+30413F-HRTimeline
Koshinski Asset Management, Inc.9,279$4.86M0.41%+38313F-HRTimeline
INVESTMENT HOUSE LLC9,275$4.86M0.28%-10013F-HRTimeline
Mechanics Bank Trust Department9,259$4.85M0.66%-9113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,246$4.84M0.91%-18213F-HRTimelineGroup
Blue Trust, Inc.9,213$4.83M0.06%+82313F-HRTimeline
Delaney Dennis R9,196$4.82M2.62%-35013F-HRTimeline
Glassy Mountain Advisors, Inc.9,196$4.82M1.71%+88913F-HRTimeline
INTRUST BANK NA9,151$4.79M0.47%+15413F-HRTimeline
Nelson Capital Management, LLC9,121$4.78M0.83%-11113F-HRTimeline
Belpointe Asset Management LLC9,114$4.77M0.25%+31513F-HRTimeline
Sone Capital Management, LLC9,111$4.77M0.49%-3,84713F-HRTimeline
Accredited Investors Inc.9,065$4.75M0.29%+1,53013F-HRTimeline
Integrated Advisors Network LLC9,051$4.74M0.24%-58013F-HRTimeline
Portfolio Design Labs, LLC9,019$4.72M0.97%+9013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,019$4.72M0.22%+28813F-HRTimelineGroup
Tranquility Partners, LLC8,964$4.69M1.81%+17713F-HRTimeline