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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ALPS ADVISORS INCin group ALPS ADVISORS INC11,928$4.12M0.02%-13,89113F-HRTimelineGroup
Sowell Financial Services LLC11,915$4.11M0.16%+6,09613F-HRTimeline
Leeward Financial Partners, LLC11,904$4.11M1.17%+40813F-HRTimeline
F/m Investments LLC11,764$4.06M0.16%+2,78513F-HRTimeline
Global Retirement Partners, LLC11,733$4.05M0.09%-1,75913F-HRTimeline
Brentview Investment Management LLC11,682$4.03M1.84%+42613F-HRTimeline
Procyon Advisors, LLC11,662$4.03M0.24%+36313F-HRTimeline
Wealthspire Advisors, LLC11,621$4.01M0.02%-1,47213F-HRTimeline
Empire Life Investments Inc.11,582$4M0.23%+3,48313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.11,660$3.98M1.9%new13F-HRTimeline
Caliber Wealth Management, LLC / KS11,486$3.97M0.44%+1,12613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC11,428$3.95M0.1%+2,37113F-HRTimeline
ROTHSCHILD INVESTMENT LLC11,169$3.86M0.22%+29113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC11,166$3.86M1.85%+1,36913F-HRTimeline
Glenview Trust Co11,166$3.86M0.06%-4,26513F-HRTimeline
WealthShield Partners, LLC11,079$3.83M0.43%+1,07613F-HRTimeline
EASTERN BANK11,078$3.83M0.07%-8,87813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,042$3.81M0.34%+1,69913F-HRTimeline
First Interstate Bank11,013$3.8M0.21%-4113F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP10,974$3.79M0.7%new13F-HRTimeline
Williams Jones Wealth Management, LLC.10,940$3.78M0.04%-52713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,933$3.78M0.77%-2,40613F-HRTimeline
NEVILLE RODIE & SHAW INC10,918$3.77M0.27%-3,88113F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.10,894$3.76M2.09%-1,13813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,874$3.75M-716Timeline
Neo Ivy Capital Management10,856$3.75M0.91%new13F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC10,849$3.75M1.22%013F-HRTimeline
HBK Sorce Advisory LLC10,322$3.73M0.09%-1,11113F-HR/ATimeline
CenterBook Partners LP10,781$3.72M0.18%+6,69713F-HRTimeline
Moloney Securities Asset Management, LLC10,769$3.72M0.44%+2,14713F-HRTimeline
CITY HOLDING CO10,752$3.71M0.47%-5,11113F-HRTimeline
AdvisorNet Financial, Inc10,744$3.71M0.21%-1,01713F-HRTimeline
SHUFRO ROSE & CO LLC7,081$3.71M0.3%-6513F-HRTimeline
Peloton Wealth Strategists10,735$3.71M1.46%-84513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,722$3.7M0.05%-1,00213F-HRTimelineGroup
CENTRAL BANK & TRUST CO10,706$3.7M0.58%-2,39313F-HRTimeline
Brown Shipley& Co Ltd10,702$3.7M1.95%-45913F-HRTimeline
LexAurum Advisors, LLC10,668$3.68M0.52%+1,24213F-HRTimeline
ZEGA Investments, LLC10,647$3.68M0.84%-713F-HRTimeline
Elgethun Capital Management10,549$3.67M0.67%-14313F-HRTimeline
Farmers National Bank10,611$3.66M0.87%-6113F-HRTimeline
Venture Visionary Partners LLC10,610$3.66M0.13%-7,68613F-HRTimeline
Trust Asset Management LLC10,600$3.66M0.25%013F-HRTimeline
Verition Fund Management LLC10,596$3.66M0.02%-85913F-HRTimeline
Koshinski Asset Management, Inc.10,540$3.64M0.24%-28513F-HRTimeline
Point Windward Advisors Inc.10,470$3.62M1.69%+3,24313F-HRTimeline
IHT Wealth Management, LLC10,462$3.61M0.09%-93013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,392$3.59M0.21%+1,05013F-HRTimeline
William B. Walkup & Associates, Inc.10,385$3.59M1.92%+513F-HRTimeline
LRT Capital Management, LLC10,342$3.57M2.37%-63113F-HRTimeline
Avior Wealth Management, LLC10,338$3.57M0.11%+21813F-HRTimeline
Accredited Investors Inc.10,326$3.57M0.2%+86513F-HRTimeline
SevenBridge Financial Group, LLC10,495$3.56M0.59%+66613F-HRTimeline
Harbour Capital Advisors, LLC9,781$3.56M0.73%-1,98413F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,292$3.55M1.25%+78113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC10,275$3.55M0.18%-2,96013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,264$3.54M-10Timeline
MONTAG A & ASSOCIATES INC10,256$3.54M0.16%-63213F-HRTimeline
KKM Financial LLC10,251$3.54M1.11%+3,29113F-HRTimeline
Voleon Capital Management LP10,233$3.53M0.09%-4,15113F-HRTimeline
Manhattan West Asset Management, LLC10,217$3.53M0.75%+12313F-HRTimeline
Brown Miller Wealth Management, LLC10,153$3.51M0.99%+2,92513F-HRTimeline
Plancorp, LLC10,150$3.5M0.11%-1,74513F-HRTimeline
Round Rock Advisors LLC10,113$3.49M0.55%+1013F-HRTimeline
MORTON COMMUNITY BANK10,169$3.47M0.8%+1,08213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC10,052$3.47M0.82%-71813F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC10,001$3.45M1.45%+75213F-HRTimeline
one8zero8, LLC9,992$3.45M0.75%+6513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,976$3.44M0.13%-1,56413F-HRTimelineGroup
Aaron Wealth Advisors LLC9,908$3.42M0.21%+6,79413F-HRTimeline
WEIK CAPITAL MANAGEMENT9,868$3.41M1.27%+4413F-HRTimeline
Constitution Capital LLC9,827$3.39M1.59%+3,12513F-HRTimeline
Dana Investment Advisors, Inc.9,821$3.39M0.1%-29,37213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…9,816$3.39M0.29%+1,00613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC9,804$3.39M0.07%-14113F-HRTimeline
Glassy Mountain Advisors, Inc.9,788$3.38M1.02%+3,92813F-HRTimeline
CHICAGO TRUST Co NA9,738$3.36M0.47%-93113F-HRTimeline
Invst, LLC9,736$3.36M0.38%+6113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,728$3.36M0.1%-6,50513F-HRTimeline
G&S Capital LLC9,709$3.35M1.24%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,697$3.35M0.61%-113F-HRTimeline
Beverly Hills Private Wealth, LLC9,693$3.35M0.59%-44813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…9,693$3.35M0.04%+10713F-HRTimelineGroup
Jackson Hole Capital Partners, LLC9,686$3.34M0.57%-79213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC9,658$3.33M0.77%+1,18813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,646$3.33M0.26%+1,00613F-HRTimeline
CHILTON INVESTMENT CO INC.9,603$3.32M0.07%-28,67913F-HRTimeline
Chicago Partners Investment Group LLC9,004$3.31M0.09%+4,39813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC9,581$3.31M0.04%+7,87913F-HR/ATimelineGroup
PACK Private Wealth, LLC9,569$3.3M1.56%013F-HRTimeline
Capital Investment Advisory Services, L…9,559$3.3M0.26%+2,09013F-HRTimeline
NJ State Employees Deferred Compensatio…9,500$3.28M0.36%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,492$3.28M0.08%-4,39513F-HRTimeline
TKG Advisors, LLC9,488$3.28M1.4%new13F-HRTimeline
Simplicity Wealth,LLC9,447$3.26M0.19%-9,63013F-HRTimeline
BigSur Wealth Management LLC9,444$3.26M0.8%-2,18613F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC9,428$3.25M0.13%+29513F-HRTimeline
Trivium Point Advisory, LLC9,423$3.25M0.33%-2,77013F-HRTimeline
Estabrook Capital Management9,410$3.25M0.47%-7113F-HRTimeline
Immersion Capital LLP9,400$3.25M3.34%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO9,361$3.23M0.4%-48513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,356$3.23M0.21%-11,01213F-HRTimeline
Mission Creek Capital Partners, Inc.9,348$3.23M0.64%+8,69113F-HRTimeline
Navera Investment Management Ltd.9,330$3.22M0.06%-635,30613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,383$3.22M0.34%+5,10313F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,265$3.2M0.15%+2,31713F-HRTimeline
Granite Investment Partners, LLC9,258$3.2M0.18%-3,39713F-HRTimeline
TWIN CAPITAL MANAGEMENT INC9,247$3.19M0.4%-2,13613F-HRTimeline
Thematics Asset Management9,243$3.19M0.14%-1,93713F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,231$3.19M0.1%-27213F-HRTimeline
Pinnacle Holdings, LLC9,231$3.19M1.11%-4813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,141$3.16M0.09%-99313F-HRTimelineGroup
Notis-McConarty Edward9,113$3.15M1.46%+27613F-HRTimeline
Choate Investment Advisors9,113$3.15M0.07%-3,19413F-HRTimeline
Rehmann Capital Advisory Group9,066$3.14M0.17%+42413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC9,080$3.14M0.72%013F-HRTimeline
Belpointe Asset Management LLC9,047$3.12M0.12%-2,11813F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.9,019$3.11M1.79%+2,71413F-HRTimeline
Poehling Capital Management, INC.9,013$3.11M0.65%new13F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…9,000$3.11M0.02%-118,40013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK8,981$3.1M0.05%+29213F-HRTimeline
CULLINAN ASSOCIATES INC8,977$3.1M0.2%-1,42113F-HRTimeline
Visionary Wealth Advisors8,976$3.1M0.14%+86613F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP8,992$3.1M0.27%+2,42013F-HR/ATimeline
Confluence Wealth Services, Inc.8,931$3.08M0.15%+1,83013F-HRTimeline
Commonwealth Retirement Investments LLC8,884$3.07M1.04%-1,38813F-HRTimeline
Field & Main Bank8,878$3.07M0.91%-1,99913F-HRTimeline
Kapitalo Investimentos Ltda8,873$3.06M0.57%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,862$3.06M0.19%+1,94113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,860$3.06M0.43%-9513F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV8,828$3.05M0.39%-4,86413F-HR/ATimeline
Compound Planning, Inc.8,817$3.04M0.1%+1,70613F-HRTimeline
Griffith & Werner, Inc.9,450$3.04M1.57%13F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX8,783$3.03M0.69%-1,27113F-HRTimeline
Blackstone Inc.in group Blackstone Inc.8,756$3.02M0.01%-24,99913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Elefante Mark B8,750$3.02M1.93%+2,30913F-HRTimeline
Cassaday & Co Wealth Management LLC8,745$3.02M0.07%-2413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…8,735$3.02M0.09%-37513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC8,697$3M0.21%+66013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,689$3M0.54%+1,99513F-HRTimeline
Prosperity Consulting Group, LLC8,642$2.98M0.15%-1,96713F-HRTimeline
TRUST CO OF VERMONT8,637$2.98M0.13%-4,10813F-HRTimeline
Pacific Capital Partners Ltd8,625$2.98M3.32%+3,87513F-HRTimeline
Fortis Group Advisors, LLC8,719$2.98M0.51%+15713F-HRTimeline
Joel Isaacson & Co., LLC8,574$2.96M0.11%+2,77013F-HRTimeline
Fulton Bank, N.A.8,568$2.96M0.1%+22013F-HRTimeline
Ted Buchan & Co8,552$2.95M1.16%+1,19813F-HRTimeline
Western Wealth Management, LLC8,542$2.95M0.16%-31313F-HRTimeline
SUMITOMO LIFE INSURANCE CO8,530$2.95M0.09%-27513F-HRTimeline
Composition Wealth, LLC8,506$2.94M0.04%-3,27813F-HRTimeline
Fragasso Financial Advisors Inc8,148$2.93M0.18%-13713F-HRTimeline
Maia Wealth LLC9,103$2.93M0.49%+1,98913F-HRTimeline
Perigon Wealth Management, LLC8,469$2.92M0.06%-2,97713F-HRTimeline
Fulcrum Asset Management LLP8,441$2.91M0.81%-4,63813F-HR/ATimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,427$2.91M0.12%-6813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,415$2.91M0.07%-1,80213F-HRTimeline
Bristlecone Advisors, LLC8,388$2.9M0.24%-60413F-HRTimeline
SYON CAPITAL LLC8,369$2.89M0.16%-98613F-HRTimeline
Kensington Investment Counsel, LLC8,365$2.89M1.18%new13F-HRTimeline
Signet Investment Advisory Group, Inc.8,353$2.88M1.39%+90513F-HRTimeline
V2 Financial group LLC8,342$2.88M1.6%-30313F-HRTimeline
DeDora Capital, Inc.8,340$2.88M0.7%-30013F-HRTimeline
Compton Wealth Advisory Group, LLC8,340$2.88M0.67%-6513F-HRTimeline
Family Legacy, Inc.8,327$2.88M0.88%+25013F-HRTimeline
Global Assets Advisory, LLC8,322$2.87M0.85%+2,99713F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,298$2.87M0.23%-5,68313F-HRTimelineGroup
Sage Mountain Advisors LLC8,281$2.86M0.16%+2,01613F-HRTimeline
GS Investments, Inc.8,271$2.86M1.41%-2,85713F-HRTimeline
HOLDERNESS INVESTMENTS CO8,266$2.85M0.58%-2,17313F-HRTimeline
PLIMOTH TRUST CO LLC8,263$2.85M0.65%-17213F-HRTimeline
Applied Finance Capital Management, LLC8,200$2.83M0.2%new13F-HRTimeline
Hillman Capital Management, Inc.8,181$2.82M1.64%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,172$2.82M0.06%-3,68613F-HRTimeline
TB Alternative Assets Ltd.8,163$2.82M0.42%-8,69613F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN8,150$2.81M0.77%013F-HRTimelineGroup
Kintegral Advisory, LLCin group Kintegral Advisory, LLC8,148$2.81M0.24%-3613F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC8,138$2.81M0.47%-76413F-HRTimeline
U S WEALTH GROUP, LLC.8,114$2.8M1.83%+3,71613F-HRTimeline
Pathway Financial Advisers, LLC8,204$2.8M0.82%+98313F-HRTimeline
Asset Dedication, LLC8,071$2.79M0.19%-1,06813F-HRTimeline
Richard Bernstein Advisors LLC8,060$2.78M0.08%-12,10013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.8,030$2.77M2.31%-6,89513F-HRTimeline
Burns Matteson Capital Management, LLC8,017$2.77M1.16%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.7,998$2.76M0.49%13F-HRTimeline
Parsonex Advisory Services, Inc.7,956$2.75M1.87%+6,11213F-HRTimeline
Interchange Capital Partners, LLC7,935$2.75M0.54%+1,32413F-HRTimeline
Independence Bank of Kentucky7,940$2.74M0.35%+27413F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,914$2.73M0.16%+1,40313F-HRTimeline
Curi Capital, LLC7,910$2.73M0.05%-15513F-HRTimeline
Pallas Capital Advisors LLC7,908$2.73M0.1%+1,42413F-HRTimeline
Caldwell Trust Co7,907$2.73M0.26%-6,58213F-HRTimeline
Geneos Wealth Management Inc.7,901$2.73M0.07%-2,92413F-HRTimeline
Krilogy Financial LLC8,323$2.73M0.1%new13F-HRTimeline
Fischer Financial Services, Inc.7,897$2.73M0.73%-23713F-HRTimeline
Shoker Investment Counsel, Inc.7,893$2.73M0.8%new13F-HRTimeline
Nicollet Investment Management, Inc.7,847$2.71M0.88%-29213F-HRTimeline
Qtron Investments LLC7,844$2.71M0.34%-1,53613F-HRTimeline
ENGLISH CAPITAL MANAGEMENT LLC7,841$2.71M1.77%013F-HRTimeline
R.H. Investment Group, LLC7,804$2.69M2.34%+65513F-HRTimeline
NFSG Corp7,762$2.68M0.4%+1,36313F-HRTimeline