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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FLAX POND CAPITAL, LLC11,630$3.84M2.85%13F-HRTimeline
Brentview Investment Management LLC11,596$3.83M1.73%-8613F-HRTimeline
Procyon Advisors, LLC11,506$3.8M0.19%-15613F-HRTimeline
MATAURO, LLC11,485$3.79M0.57%-63813F-HRTimeline
Venture Visionary Partners LLC11,160$3.79M0.12%+55013F-HRTimeline
Meridian Wealth Advisors, LLC11,379$3.76M0.52%-1,36513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,356$3.75M-1,355Timeline
WESTBOURNE INVESTMENTS, INC.11,355$3.75M1.74%-30513F-HRTimeline
ZEGA Investments, LLC11,276$3.72M0.72%+62913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,269$3.72M0.18%-1,87113F-HRTimeline
AlphaCore Capital LLC11,266$3.72M0.08%+6,02013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,264$3.72M0.07%+1,46013F-HRTimeline
West Branch Capital LLC11,246$3.71M0.96%-2,19413F-HRTimeline
SageView Advisory Group, LLC11,218$3.7M0.13%-83513F-HRTimeline
Jaffetilchin Investment Partners, LLC11,218$3.7M0.22%+82613F-HRTimeline
Aurdan Capital Management, LLC11,186$3.69M1.14%-1,02413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.11,184$3.69M0.82%new13F-HRTimeline
Prescott Group Capital Management, L.L.…11,183$3.69M0.34%+6,00813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding11,182$3.69M-37,628Timeline
STEVENS CAPITAL MANAGEMENT LP11,136$3.68M1.29%+3,97813F-HRTimeline
GM Advisory Group, LLC11,128$3.67M0.14%-4,72513F-HRTimeline
Hilton Capital Management, LLC11,094$3.66M0.28%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC11,086$3.66M0.2%-8313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC11,083$3.66M0.03%-95613F-HRTimeline
Tulsa Wealth Advisors, INC11,056$3.65M1.21%13F-HRTimeline
Campbell & CO Investment Adviser LLC11,049$3.65M0.18%new13F-HRTimeline
VestGen Advisors, LLC11,021$3.64M0.15%-8,82113F-HRTimeline
Coastline Trust Co10,984$3.63M0.34%+4,49813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perigon Wealth Management, LLC10,957$3.62M0.06%+2,48813F-HRTimeline
Williams Jones Wealth Management, LLC.10,845$3.58M0.04%-9513F-HRTimeline
Central Pacific Bank - Trust Division10,807$3.57M0.44%-1,71813F-HRTimeline
Elgethun Capital Management10,699$3.53M0.61%+15013F-HRTimeline
Krilogy Financial LLC10,043$3.53M0.12%+1,72013F-HRTimeline
First Interstate Bank10,697$3.53M0.19%-31613F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC10,694$3.53M1.25%-15513F-HRTimeline
Glenview Trust Co10,684$3.53M0.05%-48213F-HRTimeline
Tejara Capital Ltd10,680$3.53M1.47%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC10,665$3.52M0.15%-4,91013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,650$3.52M+386Timeline
Simplicity Wealth,LLC10,649$3.52M0.21%+1,20213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,613$3.5M0.67%-32013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,514$3.47M-360Timeline
Accredited Investors Inc.10,502$3.47M0.18%+17613F-HRTimeline
Dempze Nancy E10,466$3.45M1.8%-2,07313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC10,465$3.45M0.66%new13F-HRTimelineGroup
Point Windward Advisors Inc.10,432$3.44M1.65%-3813F-HRTimeline
Brown Miller Wealth Management, LLC10,391$3.43M0.95%+23813F-HRTimeline
Qsemble Capital Management, LP10,353$3.42M0.28%new13F-HRTimeline
William B. Walkup & Associates, Inc.10,321$3.41M1.87%-6413F-HRTimeline
Aaron Wealth Advisors LLC10,286$3.4M0.19%+37813F-HRTimeline
AdvisorNet Financial, Inc10,280$3.39M0.18%-46413F-HRTimeline
IHT Wealth Management, LLC10,264$3.38M0.08%-19813F-HRTimeline
Trust Asset Management LLC10,210$3.37M0.23%-39013F-HRTimeline
Verdence Capital Advisors LLC10,171$3.36M0.2%-5,65613F-HRTimeline
Permanens Capital L.P.10,150$3.35M0.44%-9,63413F-HRTimeline
Plancorp, LLC10,133$3.35M0.1%-1713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,115$3.34M0.16%+1,25313F-HRTimeline
Brown Shipley& Co Ltd10,114$3.34M1.79%-58813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,110$3.34M0.16%+4,63013F-HRTimeline
Round Rock Advisors LLC10,091$3.33M0.5%-2213F-HR/ATimeline
SevenBridge Financial Group, LLC9,469$3.33M0.54%-1,02613F-HRTimeline
Avior Wealth Management, LLC10,080$3.33M0.1%-25813F-HRTimeline
KKM Financial LLC10,069$3.32M0.59%-18213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,051$3.32M0.13%+7513F-HRTimelineGroup
Glassy Mountain Advisors, Inc.10,044$3.32M1%+25613F-HRTimeline
Ranmore Fund Management Ltd10,000$3.3M0.57%-25,00013F-HRTimeline
Kamunting Street Capital Management, L.…10,000$3.3M2.25%new13F-HRTimeline
one8zero8, LLC9,992$3.3M0.72%013F-HRTimeline
EASTERN BANK9,926$3.28M0.06%-1,15213F-HRTimeline
Harbour Capital Advisors, LLC9,706$3.27M0.66%-7513F-HRTimeline
MORTON COMMUNITY BANK11,349$3.26M0.7%+1,18013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC9,842$3.25M0.13%+41413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,831$3.25M0.24%+18513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,825$3.24M0.16%-45013F-HRTimeline
Koshinski Asset Management, Inc.9,817$3.24M0.21%-72313F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC9,813$3.24M1.34%-18813F-HRTimeline
Compound Planning, Inc.9,744$3.22M0.1%+92713F-HRTimeline
Fulton Bank, N.A.9,689$3.2M0.11%+1,12113F-HRTimeline
WEIK CAPITAL MANAGEMENT9,670$3.19M1.2%-19813F-HRTimeline
Gladstone Institutional Advisory LLC9,667$3.19M0.12%-5,33313F-HRTimeline
Atle Fund Management AB14,636$3.19M1.02%+90913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,658$3.19M0.5%-3913F-HRTimeline
Schonfeld Strategic Advisors LLC9,656$3.19M0.02%-97,21013F-HRTimeline
SYON CAPITAL LLC9,624$3.18M0.16%+1,25513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,603$3.17M0.19%13F-HRTimeline
Capital Investment Advisory Services, L…9,598$3.17M0.22%+3913F-HRTimeline
AMI INVESTMENT MANAGEMENT INC9,589$3.17M0.71%-6913F-HRTimeline
Mission Creek Capital Partners, Inc.9,576$3.16M0.64%+22813F-HRTimeline
PACK Private Wealth, LLC9,566$3.16M1.44%-313F-HRTimeline
Griffith & Werner, Inc.9,565$3.16M1.61%+11513F-HRTimeline
CHILTON INVESTMENT CO INC.9,546$3.15M0.07%-5713F-HRTimeline
Belpointe Asset Management LLC9,528$3.15M0.11%+48113F-HRTimeline
Smartleaf Asset Management LLC9,468$3.15M0.12%+1,93513F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,524$3.14M0.12%+25913F-HRTimeline
G&S Capital LLC9,509$3.14M1.11%-20013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP9,472$3.13M0.01%-3,83113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC9,377$3.1M0.04%-20413F-HRTimelineGroup
Generali Investments, Management Co LLC9,361$3.09M0.62%-2,78513F-HRTimeline
Aviso Financial Inc.9,358$3.09M0.12%-3,51713F-HRTimeline
Saber Capital Managment, LLC9,357$3.09M2.64%13F-HRTimeline
CHICAGO TRUST Co NA9,338$3.08M0.48%-40013F-HRTimeline
Estabrook Capital Management9,307$3.07M0.45%-10313F-HRTimeline
Pinnacle Holdings, LLC9,294$3.07M1.04%+6313F-HRTimeline
TKG Advisors, LLC9,251$3.05M1.23%-23713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC9,249$3.05M1.46%-1,91713F-HRTimeline
Rehmann Capital Advisory Group9,215$3.04M0.16%+14913F-HRTimeline
NEVILLE RODIE & SHAW INC9,216$3.04M0.21%-1,70213F-HRTimeline
Granite Investment Partners, LLC9,208$3.04M0.18%-5013F-HRTimeline
CIDEL ASSET MANAGEMENT INC9,192$3.03M0.21%+1,27813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,183$3.03M0.09%-54513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,114$3.01M0.19%-24213F-HRTimeline
Farmers National Bank9,112$3.01M0.67%-1,49913F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.9,105$3.01M1.68%-1,78913F-HRTimeline
Fortis Group Advisors, LLC10,472$3M0.5%+1,75313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.9,081$3M0.32%-6,97813F-HRTimeline
Poehling Capital Management, INC.9,063$2.99M0.61%+5013F-HRTimeline
Visionary Wealth Advisors9,051$2.99M0.13%+7513F-HRTimeline
MONTAG A & ASSOCIATES INC9,047$2.99M0.14%-1,20913F-HRTimeline
CITY HOLDING CO9,032$2.98M0.37%-1,72013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,016$2.98M0.08%-12513F-HR/ATimelineGroup
Castleview Partners, LLC9,001$2.97M1.47%+1,30713F-HRTimeline
Ted Buchan & Co8,999$2.97M1.09%+44713F-HRTimeline
Blackstone Inc.in group Blackstone Inc.8,996$2.97M0.01%+24013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Manhattan West Asset Management, LLC8,963$2.96M0.61%-1,25413F-HRTimeline
Marathon Wealth Advisors LLC8,942$2.95M1.17%13F-HRTimeline
Legacy Wealth Management, LLC / MS8,910$2.94M0.79%-3,97013F-HRTimeline
Field & Main Bank8,907$2.94M0.85%+2913F-HRTimeline
BigSur Wealth Management LLC8,894$2.94M0.71%-55013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.8,893$2.94M0.46%+89513F-HRTimeline
AXQ CAPITAL, LP8,886$2.93M0.66%new13F-HRTimeline
Commonwealth Retirement Investments LLC8,879$2.93M0.94%-513F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.8,857$2.92M1.6%-16213F-HRTimeline
Van Hulzen Asset Management, LLC8,843$2.92M0.21%-3,27613F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,842$2.92M0.09%-38913F-HRTimeline
Kapitalo Investimentos Ltda8,826$2.91M0.56%-4713F-HRTimeline
Sullivan Wood Capital Management LLC8,816$2.91M4.39%+2,94513F-HRTimeline
Verition Fund Management LLC8,803$2.91M0.02%-1,79313F-HRTimeline
Notis-McConarty Edward8,802$2.91M1.35%-31113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,780$2.9M0.42%-8013F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC8,760$2.89M0.68%-1,29213F-HRTimeline
Cassaday & Co Wealth Management LLC8,748$2.89M0.06%+313F-HRTimeline
V2 Financial group LLC8,700$2.87M1.41%+35813F-HRTimeline
Parsonex Advisory Services, Inc.8,695$2.87M1.83%+73913F-HRTimeline
MARATHON ASSET MANAGEMENT LP10,000$2.87M4.46%-2,50013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…8,658$2.86M0.09%-7713F-HRTimelineGroup
Composition Wealth, LLC8,653$2.86M0.04%+14713F-HRTimeline
Dana Investment Advisors, Inc.8,645$2.85M0.08%-1,17613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,637$2.85M0.06%+22213F-HRTimeline
SUMITOMO LIFE INSURANCE CO8,604$2.84M0.08%+7413F-HRTimeline
1834 INVESTMENT ADVISORS CO8,583$2.83M0.36%-77813F-HRTimeline
Aigen Investment Management, LP8,562$2.83M0.65%+6,24913F-HRTimeline
Kensington Investment Counsel, LLC8,561$2.83M1.15%+19613F-HRTimeline
Western Wealth Management, LLC8,537$2.82M0.13%-513F-HRTimeline
Signet Investment Advisory Group, Inc.8,487$2.8M1.3%+13413F-HRTimeline
Bluesphere Advisors LLC8,472$2.8M1.24%+1,54713F-HRTimeline
Independence Bank of Kentucky8,441$2.79M0.35%+50113F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.8,092$2.78M0.36%-10,15013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding8,381$2.78M+745Timeline
Family Legacy, Inc.8,404$2.77M0.83%+7713F-HRTimeline
Signal Advisors Wealth, LLC8,396$2.77M0.22%+1,23513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC8,380$2.77M0.64%-70013F-HRTimeline
Global Assets Advisory, LLC8,327$2.75M0.79%+513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,309$2.74M0.52%+1,44913F-HRTimeline
Sage Mountain Advisors LLC8,289$2.74M0.15%+813F-HRTimeline
Delaney Dennis R8,271$2.73M1.37%+73913F-HRTimeline
Asset Dedication, LLC8,270$2.73M0.18%+19913F-HRTimeline
Applied Finance Capital Management, LLC8,262$2.73M0.2%+6213F-HRTimeline
Fulcrum Asset Management LLP8,198$2.72M0.76%-24313F-HR/ATimeline
RiverPark Advisors, LLCgroup of 2 filers holding8,242$2.72M+804Timeline
Pinnacle Wealth Management Advisory Gro…8,242$2.72M0.19%+84613F-HRTimeline
Delphi Financial Group, Inc.in group Delphi Financial Group, Inc.8,240$2.72M1.36%new13F-HRTimelineGroup
Trivium Point Advisory, LLC8,228$2.72M0.27%-1,19513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,209$2.71M0.19%-48813F-HRTimeline
Compton Wealth Advisory Group, LLC8,191$2.7M0.59%-14913F-HRTimeline
Neo Ivy Capital Management8,173$2.7M0.43%-2,68313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN8,150$2.69M0.73%013F-HRTimelineGroup
GWN SECURITIES INC.8,133$2.69M0.54%+83913F-HRTimeline
R.H. Investment Group, LLC8,104$2.68M2.24%+30013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV8,100$2.67M0.35%-72813F-HRTimeline
NFSG Corp8,085$2.67M0.41%+32313F-HRTimeline
HBK Sorce Advisory LLC9,621$2.66M0.06%-70113F-HRTimeline
Pathway Financial Advisers, LLC8,040$2.65M0.77%-16413F-HRTimeline
U S WEALTH GROUP, LLC.8,033$2.65M1.75%-8113F-HRTimeline
Skylands Capital, LLC8,020$2.65M0.36%-6,41013F-HRTimeline
Fairbanks Capital Management, Inc.8,007$2.64M1.46%+84013F-HRTimeline
Titan Investment Management LLC8,002$2.64M2.41%13F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC7,931$2.62M0.22%-21713F-HRTimelineGroup
INTRUST BANK NA7,913$2.61M0.22%+18413F-HRTimeline
DeDora Capital, Inc.7,846$2.59M0.61%-49413F-HRTimeline
ENGLISH CAPITAL MANAGEMENT LLC7,841$2.59M1.62%013F-HRTimeline
Pallas Capital Advisors LLC7,834$2.59M0.09%-7413F-HRTimeline
Nicollet Investment Management, Inc.7,824$2.58M0.82%-2313F-HRTimeline
GS Investments, Inc.7,820$2.58M1.4%-45113F-HRTimeline
CENTRAL BANK & TRUST CO7,803$2.58M0.4%-2,90313F-HRTimeline
TRUST CO OF VERMONT7,800$2.57M0.11%-83713F-HRTimeline
Flavin Financial Services, Inc.7,799$2.57M1.76%+18913F-HRTimeline
Howard Capital Management, LLC7,760$2.56M0.03%+23613F-HRTimeline
Cascades Capital Asset Management, LLC7,747$2.56M1.07%+113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,730$2.55M0.47%+10213F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding7,691$2.54M+235Timeline