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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FLPUTNAM INVESTMENT MANAGEMENT CO13,433$4.19M0.07%-35,28213F-HRTimeline
Hillsdale Investment Management Inc.13,414$4.18M0.15%+10,73013F-HRTimeline
Meridian Wealth Advisors, LLC13,361$4.17M0.66%+43313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC13,339$4.16M0.9%-23313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…13,299$4.15M0.95%+1,49113F-HRTimeline
Guardian Partners Inc.13,641$4.13M0.37%-1,24213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,235$4.13M0.22%+2,80013F-HRTimeline
West Branch Capital LLC13,134$4.1M1.21%+1,44513F-HRTimeline
CENTRAL BANK & TRUST CO13,099$4.09M0.67%-69413F-HRTimeline
Wealthspire Advisors, LLC13,093$4.08M0.02%-1,01413F-HRTimeline
Fulcrum Asset Management LLP13,079$4.08M1.16%new13F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC13,071$4.08M0.47%+4,88113F-HRTimelineGroup
Kentucky Farm Bureau Mutual Insurance Co13,000$4.06M0.87%013F-HRTimeline
Generali Investments CEE, investicni sp…12,860$4.01M0.33%-1913F-HRTimeline
Saranac Partners Ltd12,857$4.01M2.13%+99713F-HRTimeline
Aviso Financial Inc.12,802$3.99M0.18%-109,83413F-HRTimeline
TRUST CO OF VERMONT12,745$3.98M0.19%-26,79913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,741$3.97M0.1%+26513F-HRTimelineGroup
Symphony Financial, Ltd. Co.16,986$3.97M0.52%+15,16213F-HR/ATimeline
WRIGHT INVESTORS SERVICE INC12,720$3.97M1.2%+4,27113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rench Wealth Management, Inc.12,689$3.96M1.25%+1,40313F-HRTimeline
Granite Investment Partners, LLC12,655$3.95M0.19%013F-HRTimeline
CastleKnight Management LP12,400$3.87M0.26%new13F-HRTimeline
Jasper Ridge Partners, L.P.12,379$3.86M0.1%013F-HRTimeline
Choate Investment Advisors12,307$3.84M0.08%-38,68013F-HRTimeline
Sone Capital Management, LLC12,252$3.82M0.35%+3,14113F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…12,246$3.82M<0.01%+3,39813F-HRTimelineGroup
Perkins Coie Trust Co12,232$3.82M0.65%+48613F-HRTimeline
Trivium Point Advisory, LLC12,193$3.8M0.41%-2,87013F-HRTimeline
HBW ADVISORY SERVICES LLC12,115$3.78M0.47%+3,41513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,113$3.78M0.18%+4,92613F-HRTimeline
Point72 (DIFC) Ltd12,035$3.75M0.3%new13F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.12,032$3.75M2.19%+70413F-HRTimeline
SHUFRO ROSE & CO LLC7,146$3.74M0.3%-42813F-HRTimeline
Venturi Wealth Management, LLC11,990$3.74M0.18%-25,15613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…11,970$3.73M1.38%+4,09913F-HRTimeline
GAMMA Investing LLC11,969$3.73M0.24%-3,86913F-HRTimeline
MARSHALL & SULLIVAN INC /WA/11,931$3.72M1.79%+1613F-HRTimeline
Plancorp, LLC11,895$3.71M0.13%-38513F-HRTimeline
Mattson Financial Services, LLC11,870$3.7M1%+1,46713F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,858$3.7M0.08%-66313F-HRTimeline
PFG Investments, LLC11,793$3.68M0.22%+3,12713F-HRTimeline
Composition Wealth, LLC11,784$3.68M0.06%+5,62213F-HRTimeline
AdvisorNet Financial, Inc11,761$3.67M0.24%+42113F-HRTimeline
Perpetual Ltdin group Perpetual Ltd11,724$3.66M0.04%-298,26313F-HRTimelineGroup
NorthRock Partners, LLC11,668$3.64M0.09%+84613F-HR/ATimeline
BigSur Wealth Management LLC11,630$3.63M0.92%+6,88713F-HRTimeline
Harbour Capital Advisors, LLC11,765$3.62M0.76%-5113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,590$3.62M-2,576Timeline
Peloton Wealth Strategists11,580$3.61M1.45%+1,26013F-HRTimeline
Ausdal Financial Partners, Inc.11,543$3.6M0.24%+9,24613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,540$3.6M0.13%-15,50213F-HRTimelineGroup
Barbara Oil Co.11,500$3.59M1.41%013F-HRTimeline
Leeward Financial Partners, LLC11,496$3.59M1.14%+10,55013F-HRTimeline
Williams Jones Wealth Management, LLC.11,467$3.58M0.04%-28,34313F-HRTimeline
Verition Fund Management LLC11,455$3.57M0.02%+8,86113F-HRTimeline
Perigon Wealth Management, LLC11,446$3.57M0.08%-7,16013F-HRTimeline
HBK Sorce Advisory LLC11,433$3.57M0.1%-71713F-HRTimeline
IHT Wealth Management, LLC11,392$3.55M0.1%+22413F-HRTimeline
TWIN CAPITAL MANAGEMENT INC11,383$3.55M0.38%-7,11413F-HRTimeline
Procyon Advisors, LLC11,299$3.52M0.33%-9,62713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.11,272$3.52M0.54%+12013F-HRTimeline
Brentview Investment Management LLC11,256$3.51M1.77%-21713F-HRTimeline
River Wealth Advisors LLC11,227$3.5M0.44%-1,30513F-HRTimeline
Thematics Asset Management11,180$3.49M0.16%-1,03813F-HRTimeline
Belpointe Asset Management LLC11,165$3.48M0.15%+2,05113F-HRTimeline
Brown Shipley& Co Ltd11,161$3.48M1.92%-14413F-HRTimeline
GS Investments, Inc.11,128$3.47M1.54%+78613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC11,090$3.46M0.61%-1,02413F-HRTimeline
First Interstate Bank11,054$3.45M0.2%-26913F-HRTimeline
LRT Capital Management, LLC10,973$3.42M2.03%+5,22513F-HRTimeline
DUNCKER STREETT & CO INC10,961$3.42M0.62%-1,82613F-HRTimeline
MONTAG A & ASSOCIATES INC10,888$3.4M0.17%+65813F-HRTimeline
ROTHSCHILD INVESTMENT LLC10,878$3.39M0.21%+4,99913F-HRTimeline
Field & Main Bank10,877$3.39M1.1%+3413F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC10,849$3.38M1.19%013F-HRTimeline
Koshinski Asset Management, Inc.10,825$3.38M0.25%+1,54613F-HRTimeline
Geneos Wealth Management Inc.10,825$3.38M0.08%-4,73613F-HRTimeline
J. W. Coons Advisors, LLC10,807$3.37M0.76%+10413F-HRTimeline
Legacy Private Trust Co.10,792$3.37M0.22%+1,37013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC10,770$3.36M0.85%-2,83713F-HRTimeline
Wedmont Private Capital11,029$3.34M0.14%-1,06713F-HRTimeline
Elgethun Capital Management10,692$3.34M0.67%+3,20913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.10,677$3.33M0.08%-2,26513F-HRTimelineGroup
Farmers National Bank10,672$3.33M0.88%+2,82013F-HRTimeline
CHICAGO TRUST Co NA10,669$3.33M0.47%+3013F-HRTimeline
ZEGA Investments, LLC10,654$3.32M0.83%+58413F-HRTimeline
Prosperity Consulting Group, LLC10,609$3.31M0.24%-1,21613F-HRTimeline
Trust Asset Management LLC10,600$3.31M0.25%013F-HRTimeline
Clearstead Trust, LLC10,579$3.3M0.62%-98813F-HRTimeline
BNP PARIBASin group BNP PARIBAS10,508$3.28M0.11%-22,43913F-HRTimelineGroup
Jackson Hole Capital Partners, LLC10,478$3.27M0.6%+1,90813F-HRTimeline
HOLDERNESS INVESTMENTS CO10,439$3.26M0.7%+24113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,431$3.25M0.21%-34513F-HRTimelineGroup
JENSEN INVESTMENT MANAGEMENT INC10,406$3.25M0.04%-596,97213F-HRTimeline
CULLINAN ASSOCIATES INC10,398$3.24M0.21%-3,99013F-HRTimeline
William B. Walkup & Associates, Inc.10,380$3.24M1.91%+11813F-HRTimeline
Caliber Wealth Management, LLC / KS10,360$3.23M0.35%+3,14813F-HRTimeline
Trifecta Capital Advisors, LLC10,360$3.23M0.54%+48113F-HRTimeline
E Fund Management Co., Ltd.10,356$3.23M0.15%-2,12213F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP10,338$3.23M0.13%+8,41313F-HRTimeline
Acropolis Investment Management, LLC10,294$3.21M0.18%-1,00413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,274$3.21M-311Timeline
Commonwealth Retirement Investments LLC10,272$3.2M1.22%-58513F-HRTimeline
RWA WEALTH PARTNERS, LLC10,267$3.2M0.04%-49,85513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,217$3.19M0.09%+2,57313F-HRTimeline
Maxi Investments CY Ltd10,200$3.18M0.53%new13F-HRTimeline
Chemistry Wealth Management LLC10,177$3.17M0.68%+1,97013F-HRTimeline
S-Bank Fund Management Ltd10,144$3.16M0.47%+2,64413F-HRTimeline
Beverly Hills Private Wealth, LLC10,141$3.16M0.59%-51413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,134$3.16M0.11%-1,29313F-HRTimelineGroup
Avior Wealth Management, LLC10,120$3.16M0.11%+2,28213F-HRTimeline
RDA Financial Network10,108$3.15M0.85%+82613F-HRTimeline
Round Rock Advisors LLC10,103$3.15M0.54%-3813F-HRTimeline
Manhattan West Asset Management, LLC10,094$3.15M0.73%+4,79713F-HRTimeline
SteelPeak Wealth, LLC10,070$3.14M0.12%+4,10113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX10,054$3.14M0.76%-4213F-HRTimeline
FreeGulliver LLC10,022$3.13M1.44%-913F-HRTimeline
Soundwatch Capital LLC336,674$3.12M0.55%+334,95613F-HRTimeline
WealthShield Partners, LLC10,003$3.12M0.38%+1,07113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,945$3.1M0.07%-6,18813F-HRTimeline
one8zero8, LLC9,927$3.1M0.73%+1,44913F-HRTimeline
Left Brain Wealth Management, LLC9,874$3.08M1.09%+5,95413F-HRTimeline
Dupree Financial Group, LLC9,859$3.08M1.21%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO9,846$3.07M0.39%-31213F-HRTimeline
WEIK CAPITAL MANAGEMENT9,824$3.06M1.21%+14213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC9,797$3.06M1.63%-14,34613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,761$3.05M0.15%+2,20113F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV9,698$3.03M0.66%-23113F-HRTimeline
Invst, LLC9,675$3.02M0.38%+4,18413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,595$2.99M0.12%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…9,586$2.99M0.04%+1,90213F-HRTimelineGroup
PACK Private Wealth, LLC9,569$2.99M1.58%+3,08713F-HRTimeline
MainStreet Investment Advisors LLC9,549$2.98M0.41%-95113F-HRTimeline
Connecticut Wealth Management, LLC9,531$2.97M0.14%-68213F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,511$2.97M1.13%+3,99813F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,503$2.96M0.1%-2,88613F-HRTimeline
NJ State Employees Deferred Compensatio…9,500$2.96M0.35%+9,00013F-HRTimeline
Estabrook Capital Management9,481$2.96M0.46%-5,35313F-HRTimeline
Union Heritage Capital, LLC9,478$2.96M1.03%013F-HRTimeline
Accredited Investors Inc.9,461$2.95M0.17%+39613F-HRTimeline
LexAurum Advisors, LLC9,426$2.94M0.46%-8613F-HRTimeline
Qtron Investments LLC9,380$2.93M0.37%013F-HRTimeline
SYON CAPITAL LLC9,355$2.92M0.19%-4,98713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,343$2.91M0.29%+8,03013F-HRTimeline
Jaffetilchin Investment Partners, LLC9,342$2.91M0.19%-3,25513F-HRTimeline
MGO ONE SEVEN LLC9,315$2.91M0.09%+53413F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC9,300$2.9M1.13%new13F-HRTimeline
Pinnacle Holdings, LLC9,279$2.89M1.04%+75813F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC9,249$2.89M1.27%+33813F-HRTimeline
KP Management LLC9,200$2.87M1.16%+4,20013F-HR/ATimeline
Asset Dedication, LLC9,139$2.85M0.21%-1,61913F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC9,133$2.85M0.11%+7,14013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…9,110$2.84M0.08%-243,29513F-HRTimelineGroup
Cynosure Group, LLC9,098$2.84M0.32%+8,35413F-HRTimeline
MORTON COMMUNITY BANK9,087$2.83M0.7%+98513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC9,080$2.83M0.7%-30013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC9,057$2.83M0.09%+8,63913F-HRTimeline
Stonegate Investment Group, LLC9,053$2.82M0.07%-1,34113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC9,037$2.82M0.19%-12,41513F-HRTimeline
Bristlecone Advisors, LLC8,992$2.81M0.24%-1,40313F-HRTimeline
F/m Investments LLC8,979$2.8M0.1%-20,25713F-HRTimeline
Frank, Rimerman Advisors LLC8,979$2.8M0.19%-6,19813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,955$2.79M0.48%-29113F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC8,908$2.78M0.68%+1,06113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC8,902$2.78M0.48%-38713F-HRTimeline
Delaney Dennis R8,896$2.78M1.43%-30013F-HRTimeline
Western Wealth Management, LLC8,855$2.76M0.16%+29913F-HRTimeline
Notis-McConarty Edward8,837$2.76M1.34%+94113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.8,819$2.75M1.08%+8,18613F-HR/ATimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…8,810$2.75M0.25%-66613F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO8,805$2.75M0.19%-54813F-HRTimeline
MOKAN Wealth Management Inc.8,785$2.74M1.53%+3,42413F-HRTimeline
Cassaday & Co Wealth Management LLC8,769$2.74M0.07%+2,62713F-HRTimeline
Dempze Nancy E8,760$2.73M1.58%+32413F-HRTimeline
Mechanics Bank Trust Department8,706$2.72M0.39%-55313F-HRTimeline
Huntleigh Advisors, Inc.8,700$2.71M0.52%+6,68413F-HRTimeline
Lindenwold Advisors, INC8,691$2.71M1.41%+24013F-HRTimeline
CAPITAL ADVISORS INC/OK8,689$2.71M0.05%-68,38813F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding8,686$2.71M+6,557Timeline
Formidable Asset Management, LLC5,157$2.7M0.45%-2013F-HRTimeline
V2 Financial group LLC8,645$2.7M1.63%+8,06713F-HRTimeline
Rehmann Capital Advisory Group8,642$2.7M0.16%+2,89713F-HRTimeline
DeDora Capital, Inc.8,640$2.7M0.7%-23413F-HRTimeline
Moloney Securities Asset Management, LLC8,622$2.69M0.33%+2,35013F-HRTimeline
Tranquility Partners, LLC8,615$2.69M0.96%-34913F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,581$2.68M1.52%+8,06613F-HRTimeline
HM PAYSON & CO8,504$2.65M0.04%-40,24213F-HRTimeline
Soapstone Management L.P.8,500$2.65M1.76%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,495$2.65M0.12%-39913F-HRTimeline
Petros Family Wealth, LLC8,473$2.64M2.42%+21013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC8,470$2.64M0.68%+1,98713F-HRTimeline
Martin Capital Partners, LLC8,455$2.64M1.03%+5,64813F-HRTimeline
PLIMOTH TRUST CO LLC8,435$2.63M0.63%+27513F-HRTimeline
CCM INVESTMENT ADVISERS LLC8,416$2.63M0.28%-22,85513F-HRTimeline
Compton Wealth Advisory Group, LLC8,405$2.62M0.66%-5913F-HRTimeline
Citizens Business Bank8,368$2.61M0.51%+7513F-HRTimeline
Fulton Bank, N.A.8,348$2.6M0.1%-1,87613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,347$2.6M0.79%+3,94413F-HRTimeline
Csenge Advisory Group8,614$2.6M0.14%-87813F-HRTimeline