Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 399 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
399
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Elgethun Capital Management10,372$2.81M0.46%-32713F-HRTimeline
Sandhill Capital Partners LLC10,308$2.79M0.24%-2,51813F-HRTimeline
R.H. Investment Group, LLC9,089$2.78M2.14%+98513F-HRTimeline
Atle Fund Management AB14,636$2.77M0.9%013F-HRTimeline
Trust Asset Management LLC10,210$2.76M0.2%013F-HRTimeline
Belpointe Asset Management LLC10,205$2.76M0.1%+67713F-HRTimeline
one8zero8, LLC10,152$2.75M0.61%+16013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC10,108$2.74M0.62%+51913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,101$2.73M0.08%+91813F-HR/ATimeline
ELWOOD CAPITAL PARTNERS LP10,028$2.71M2.62%-7,50013F-HRTimeline
BLKBRD Asset Management, LP10,012$2.71M7.08%-2,38313F-HRTimeline
Sivik Global Healthcare LLC10,000$2.71M2.05%-2,00013F-HRTimeline
Castleview Partners, LLC9,971$2.7M1.38%+97013F-HRTimeline
TWINBEECH CAPITAL LP9,953$2.69M0.28%+9,02413F-HRTimeline
Employees Retirement System of Texas9,940$2.69M0.02%-289,62013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,938$2.69M-576Timeline
Machina Capital S.A.S.9,930$2.69M0.53%-4,34913F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…9,910$2.68M0.8%+6,59313F-HRTimelineGroup
CHICKASAW CAPITAL MANAGEMENT LLC9,884$2.67M0.09%+4213F-HRTimeline
AlphaCore Capital LLC9,875$2.67M0.06%-1,39113F-HRTimeline
Modus Advisors, LLC9,864$2.67M0.73%+2,74413F-HRTimeline
Van Hulzen Asset Management, LLC9,845$2.66M0.2%+1,00213F-HRTimeline
Rehmann Capital Advisory Group9,838$2.66M0.14%+62313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,828$2.66M0.11%-22313F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC9,820$2.66M0.37%+3,41613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,786$2.65M0.35%+12813F-HRTimeline
Avior Wealth Management, LLC9,779$2.65M0.08%-30113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,751$2.64M0.2%-2,44313F-HRTimeline
Sullivan Wood Capital Management LLC9,731$2.63M4.61%+91513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,725$2.63M0.14%-10013F-HRTimeline
Skylands Capital, LLC9,695$2.62M0.34%+1,67513F-HRTimeline
Venture Visionary Partners LLC9,691$2.62M0.09%-1,46913F-HRTimeline
SageView Advisory Group, LLC9,689$2.62M0.1%-1,52913F-HRTimeline
Accredited Investors Inc.9,668$2.62M0.14%-83413F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,636$2.61M0.1%+11213F-HRTimeline
Smartleaf Asset Management LLC9,947$2.6M0.09%+47913F-HRTimeline
FIRST HORIZON CORP9,589$2.59M0.11%+5,61713F-HRTimeline
PACK Private Wealth, LLC9,566$2.59M1.19%013F-HRTimeline
AdvisorNet Financial, Inc9,538$2.58M0.13%-74213F-HRTimeline
SOMERVILLE KURT F9,531$2.58M0.68%-4,18913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,524$2.58M0.06%+88713F-HR/ATimeline
WEIK CAPITAL MANAGEMENT9,520$2.58M1.03%-15013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC9,498$2.57M0.5%-1,11513F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC9,476$2.56M1.04%-33713F-HRTimeline
Gladstone Institutional Advisory LLC9,474$2.56M0.09%-19313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,457$2.56M0.05%-1,80713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.9,417$2.55M1.65%+31213F-HRTimeline
Signet Investment Advisory Group, Inc.9,411$2.55M1.17%+92413F-HRTimeline
Marathon Wealth Advisors LLC9,397$2.54M1.04%+45513F-HRTimeline
Resonant Capital Advisors, LLC9,392$2.54M0.13%+5,81413F-HRTimeline
Signal Advisors Wealth, LLC9,375$2.54M0.17%+97913F-HRTimeline
Round Rock Advisors LLC9,357$2.53M0.39%-73413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC9,290$2.53M0.09%+6,83613F-HRTimelineGroup
Saber Capital Managment, LLC9,326$2.52M1.96%-3113F-HRTimeline
Estabrook Capital Management9,308$2.52M0.37%+113F-HRTimeline
DIVERSIFIED MANAGEMENT INC9,297$2.52M0.43%+5,06513F-HRTimeline
Perigon Wealth Management, LLC9,282$2.51M0.05%-1,67513F-HRTimeline
TWO SIGMA SECURITIES, LLC9,280$2.51M0.29%new13F-HRTimeline
Farmers National Bank9,261$2.51M0.55%+14913F-HRTimeline
SYON CAPITAL LLC9,246$2.5M0.13%-37813F-HRTimeline
Texas Yale Capital Corp.9,238$2.5M0.07%+3,03813F-HRTimeline
Poehling Capital Management, INC.9,151$2.48M0.52%+8813F-HRTimeline
Aviso Financial Inc.9,151$2.48M0.09%-20713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,128$2.47M0.46%+81913F-HRTimeline
Applied Finance Capital Management, LLC9,038$2.45M0.18%+77613F-HRTimeline
Cornerstone Planning, LLC9,006$2.44M0.55%+1,99313F-HRTimeline
Koshinski Asset Management, Inc.8,997$2.43M0.15%-82013F-HRTimeline
Meadowbrook Advisors Group, LLC8,988$2.43M1.45%+1,73013F-HRTimeline
Parsonex Advisory Services, Inc.8,987$2.43M2.38%+29213F-HRTimeline
Aaron Wealth Advisors LLC8,947$2.42M0.14%-1,33913F-HRTimeline
Modera Wealth Management, LLC8,917$2.41M0.03%-3,41713F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC8,890$2.41M1.09%new13F-HRTimeline
Field & Main Bank8,889$2.41M0.7%-1813F-HRTimeline
Kerrisdale Advisers, LLC8,849$2.39M0.91%+3,02113F-HRTimeline
Visionary Wealth Advisors8,844$2.39M0.11%-20713F-HRTimeline
Fulcrum Asset Management LLP9,100$2.38M0.36%+90213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,794$2.38M0.11%-1,32113F-HRTimeline
MONTAG A & ASSOCIATES INC8,792$2.38M0.11%-25513F-HRTimeline
V2 Financial group LLC8,785$2.38M1.11%+8513F-HRTimeline
Advyzon Investment Management, LLC8,749$2.37M0.21%+2,97413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,709$2.36M0.82%+2,56413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE8,699$2.35M0.35%-9,17313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,695$2.35M0.06%-32113F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,665$2.34M0.36%-11513F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC8,620$2.33M0.86%+1,58013F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,606$2.33M0.08%-23613F-HRTimeline
PING CAPITAL MANAGEMENT, INC.8,600$2.33M0.9%+3,80013F-HRTimeline
Glenview Trust Co8,570$2.32M0.04%-2,11413F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.8,565$2.32M1.38%-29213F-HRTimeline
Global Assets Advisory, LLC8,527$2.31M0.66%+20013F-HRTimeline
Granite Investment Partners, LLC8,520$2.31M0.14%-68813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC8,512$2.3M0.04%+8,45613F-HRTimelineGroup
Polymer Capital Management (HK) LTD8,500$2.3M0.32%new13F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.8,500$2.3M0.16%-24,89913F-HRTimeline
JB Capital LLC8,438$2.28M0.09%+86313F-HRTimeline
Family Legacy, Inc.8,437$2.28M0.69%+3313F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC8,404$2.27M0.54%-35613F-HRTimeline
Kensington Investment Counsel, LLC8,398$2.27M1.09%-16313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,395$2.27M0.16%+18613F-HRTimeline
Jaffetilchin Investment Partners, LLC8,380$2.27M0.13%-2,83813F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC8,380$2.27M0.53%013F-HRTimeline
Composition Wealth, LLC8,377$2.27M0.03%-27613F-HRTimeline
GWN SECURITIES INC.8,369$2.26M0.43%+23613F-HRTimeline
FLOYD FINANCIAL GROUP LLC7,209$2.26M1.51%-28713F-HRTimeline
Kidder Stephen W8,340$2.26M0.66%-7,13013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,331$2.25M0.16%+1,17613F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC8,319$2.25M0.16%-1,51213F-HRTimeline
NorthRock Partners, LLC8,301$2.25M0.04%+1,49713F-HRTimeline
Missouri Trust & Investment Co8,296$2.24M0.66%+2,78313F-HRTimeline
Interchange Capital Partners, LLC4,293$2.24M0.71%-2,59913F-HRTimeline
CHILTON INVESTMENT CO INC.8,268$2.24M0.05%-1,27813F-HRTimeline
Focused Wealth Management, Inc8,174$2.21M0.23%+1,26313F-HRTimeline
Titan Investment Management LLC8,167$2.21M1.95%+16513F-HRTimeline
Flavin Financial Services, Inc.8,123$2.2M1.48%+32413F-HRTimeline
Te Ahumairangi Investment Management Ltd8,122$2.2M0.37%+1,38013F-HRTimeline
Curi Capital, LLC8,046$2.18M0.04%+45213F-HRTimeline
1834 INVESTMENT ADVISORS CO8,037$2.17M0.27%-54613F-HRTimeline
CAPITAL ADVISORS INC/OK8,026$2.17M0.03%+93413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…8,021$2.17M0.08%-63713F-HRTimelineGroup
Kovack Advisors, Inc.7,974$2.16M0.12%-18,83813F-HRTimeline
U S WEALTH GROUP, LLC.7,964$2.16M1.46%-6913F-HRTimeline
Fairbanks Capital Management, Inc.7,959$2.15M1.35%-4813F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,951$2.15M0.29%-14913F-HRTimeline
Pathway Financial Advisers, LLC7,943$2.15M0.61%-9713F-HRTimeline
Compound Planning, Inc.7,910$2.14M0.07%-1,83413F-HRTimeline
OSTRUM ASSET MANAGEMENT7,887$2.13M0.12%-3,94913F-HRTimeline
Connective Capital Management, LLC7,829$2.12M1.75%new13F-HRTimeline
Timber Creek Capital Management LLC7,827$2.12M0.51%+1,39813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,767$2.1M0.06%+59613F-HRTimeline
DeDora Capital, Inc.7,760$2.1M0.51%-8613F-HRTimeline
Avidian Wealth Enterprises, LLC7,744$2.1M0.07%+4,20313F-HRTimeline
Cascades Capital Asset Management, LLC7,727$2.09M0.88%-2013F-HRTimeline
Fulton Bank, N.A.7,710$2.09M0.07%-1,97913F-HRTimeline
EASTERN BANK7,708$2.09M0.04%-2,21813F-HRTimeline
Dempze Nancy E7,685$2.08M1.14%-2,78113F-HRTimeline
CENTRAL BANK & TRUST CO7,682$2.08M0.33%-12113F-HRTimeline
Fragasso Financial Advisors Inc7,362$2.07M0.12%-21513F-HRTimeline
Eos Management, L.P.7,616$2.06M0.89%013F-HRTimeline
Gateway Wealth Partners, LLC7,609$2.06M0.08%+5,38313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,603$2.06M0.37%-12713F-HR/ATimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC7,594$2.05M0.19%-33713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.7,588$2.05M0.57%-413F-HRTimeline
Trivium Point Advisory, LLC7,587$2.05M0.37%-64113F-HRTimeline
Voleon Capital Management LP7,586$2.05M0.04%+5,92713F-HRTimeline
NEVILLE RODIE & SHAW INC7,579$2.05M0.15%-1,63713F-HRTimeline
MPS Loria Financial Planners, LLC7,578$2.05M0.54%+4713F-HRTimeline
BNP PARIBASin group BNP PARIBAS7,770$2.05M0.07%-24,18213F-HRTimelineGroup
BCGM Wealth Management, LLC7,549$2.04M0.51%+74713F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding7,533$2.04M-158Timeline
SHAYNE & JACOBS, LLC7,515$2.03M0.63%013F-HRTimeline
Barbara Oil Co.7,500$2.03M0.78%013F-HRTimeline
Nicollet Investment Management, Inc.7,479$2.02M0.69%-34513F-HRTimeline
Pinnacle West Asset Management, Inc.7,438$2.01M1.37%-12013F-HRTimeline
Boomfish Wealth Group, LLC7,417$2.01M1.07%+1,60513F-HRTimeline
Hillman Capital Management, Inc.7,405$2M1.39%-27613F-HRTimeline
Joel Isaacson & Co., LLC7,396$2M0.07%+50013F-HRTimeline
Mystic Asset Management, Inc.7,390$2M0.46%+1,25013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.7,389$2M0.32%-1,50413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC7,379$2M0.34%new13F-HRTimeline
VIAWEALTH, LLC7,357$1.99M1.11%+27813F-HRTimeline
INTRUST BANK NA7,342$1.99M0.16%-57113F-HRTimeline
Integrated Advisors Network LLC7,337$1.99M0.1%-8,25813F-HRTimeline
Ceeto Capital Group, LLC7,326$1.98M0.61%+30013F-HRTimeline
Choate Investment Advisors7,307$1.98M0.04%+10313F-HRTimeline
Richard Bernstein Advisors LLC7,289$1.97M0.06%013F-HRTimeline
Stolper Co62,424$1.97M0.56%+46,12113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,253$1.96M0.08%-24513F-HRTimeline
Community Bank, N.A.7,246$1.96M0.23%+11013F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,227$1.96M0.25%-3713F-HRTimeline
CWC Advisors, LLC.7,221$1.95M0.93%+26413F-HRTimeline
Jacobi Capital Management LLC7,182$1.94M0.11%+61013F-HRTimeline
Independence Bank of Kentucky7,177$1.94M0.25%-1,26413F-HRTimeline
Qtron Investments LLC7,177$1.94M0.26%013F-HRTimeline
Chicago Partners Investment Group LLC5,481$1.94M0.04%-1,31913F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,152$1.94M0.3%-3,98413F-HRTimeline
F/m Investments LLC7,146$1.93M0.13%-22,27813F-HRTimeline
CHICAGO TRUST Co NA7,145$1.93M0.31%-2,19313F-HRTimeline
Greenfield Savings Bank7,136$1.93M0.82%+9913F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,083$1.92M0.46%-20013F-HRTimeline
Tulsa Wealth Advisors, INC7,042$1.91M0.33%-4,01413F-HRTimeline
Portfolio Design Labs, LLC7,037$1.9M0.34%-53713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,033$1.9M0.06%-54313F-HRTimeline
FIFTH LANE CAPITAL, LP7,000$1.89M2.3%+1,30013F-HRTimeline
Jackson Hole Capital Partners, LLC6,979$1.89M0.31%+17613F-HRTimeline
Raab & Moskowitz Asset Management LLC6,949$1.88M0.42%-3513F-HRTimeline
Kathmere Capital Management, LLC6,942$1.88M0.12%+1,23313F-HRTimeline
SLT Holdings LLC6,936$1.88M1.32%+2713F-HRTimeline
Csenge Advisory Group6,927$1.87M0.09%-11013F-HRTimeline
Compton Wealth Advisory Group, LLC6,841$1.87M0.42%-1,35013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC6,912$1.87M0.27%+21713F-HRTimeline
Brown Financial Advisors6,908$1.87M0.71%+51113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,902$1.87M0.17%-12,54513F-HRTimelineGroup
Argo Wealth Advisory, LLC6,896$1.87M1.1%+2,42113F-HRTimeline
Platform Technology Partners6,893$1.87M0.36%+1,55113F-HRTimeline
AXQ CAPITAL, LP6,835$1.85M0.24%-2,05113F-HRTimeline
Capital Asset Advisory Services LLC5,697$1.84M0.07%-96713F-HRTimeline
INKWELL CAPITAL LLC6,804$1.84M1.87%-4613F-HRTimeline
Savvy Advisors, Inc.6,780$1.83M0.05%+20613F-HRTimeline
Capital Management Associates, Inc6,761$1.83M0.41%+27413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,744$1.82M1%+40413F-HRTimeline