Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cannell & Spears LLC6,796$2.82M0.05%+15513F-HRTimeline
Advisory Alpha, LLC6,777$2.82M0.07%+60313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,764$2.81M0.3%+6113F-HRTimeline
Pallas Capital Advisors LLC6,756$2.81M0.09%+40913F-HRTimeline
Capital Management Associates, Inc6,738$2.8M0.56%-2313F-HRTimeline
Everhart Financial Group, Inc.6,732$2.8M0.18%+1,38513F-HRTimeline
Choate Investment Advisors6,728$2.8M0.05%-57913F-HRTimeline
Prosperity Consulting Group, LLC6,711$2.79M0.11%+24513F-HRTimeline
Argo Wealth Advisory, LLC6,710$2.79M1.54%-18613F-HRTimeline
HOLDERNESS INVESTMENTS CO6,703$2.79M0.46%-713F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,695$2.78M0.01%+24313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,693$2.78M0.13%+19113F-HRTimeline
CONNABLE OFFICE INC6,686$2.78M0.24%+3413F-HRTimeline
TMB Capital Partners, LLC6,683$2.78M0.87%+38613F-HRTimeline
Modern Wealth Management, LLC6,669$2.77M0.03%+1,69313F-HRTimeline
Te Ahumairangi Investment Management Ltd6,662$2.77M0.45%-1,46013F-HRTimeline
CHICAGO TRUST Co NA6,654$2.77M0.4%-49113F-HRTimeline
Sendero Wealth Management, LLC6,618$2.75M0.27%-11213F-HRTimeline
Larson Financial Group LLC6,606$2.75M0.07%+1,39413F-HRTimeline
S-Bank Fund Management Ltd6,594$2.74M0.37%+3,59413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,568$2.73M0.34%+11113F-HRTimeline
Retirement Planning Co of New England, …6,551$2.72M0.98%+3,90513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,544$2.72M0.23%-3013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,539$2.72M0.23%+17513F-HRTimelineGroup
Applied Capital LLC/FL6,537$2.72M1.82%+1013F-HRTimeline
Sivik Global Healthcare LLC10,000$2.71M2.05%013F-HRTimeline
Parkside Financial Bank & Trust6,488$2.7M0.18%+75713F-HRTimeline
TRUST CO OF VERMONT6,459$2.68M0.1%13F-HRTimeline
Jacobi Capital Management LLC6,425$2.67M0.13%-75713F-HRTimeline
SVB WEALTH LLC6,424$2.67M0.17%-20713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,420$2.67M0.22%-48213F-HRTimelineGroup
Howard Capital Management, LLC6,370$2.65M0.03%+2,52113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,370$2.65M0.23%+4413F-HRTimeline
CITY HOLDING CO6,369$2.65M0.3%+59113F-HRTimeline
Greenfield Savings Bank6,358$2.64M1%-77813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC6,452$2.63M0.32%13F-HRTimeline
New Insight Wealth Advisors6,309$2.62M0.77%+6513F-HRTimeline
Vivid Wealth Management, LLC6,302$2.62M0.92%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC6,300$2.62M0.51%+5,02113F-HRTimeline
Permanens Capital L.P.6,297$2.62M0.27%+21213F-HRTimeline
Csenge Advisory Group6,297$2.62M0.11%-63013F-HRTimeline
Edgestream Partners, L.P.6,295$2.62M0.08%+1,33213F-HRTimeline
Dana Investment Advisors, Inc.6,253$2.6M0.07%+10513F-HRTimeline
RWA WEALTH PARTNERS, LLC6,246$2.6M0.02%-3813F-HRTimeline
Royal Capital Wealth Management, LLC6,241$2.59M1.46%+1713F-HRTimeline
Asset Dedication, LLC6,239$2.59M0.16%-45913F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,210$2.58M1.19%+6513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC6,209$2.58M0.05%+1,49213F-HRTimeline
Bridgewater Associates, LP6,197$2.58M0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC6,169$2.56M0.16%+2,25613F-HRTimeline
Magnus Financial Group LLC6,151$2.56M0.18%+51913F-HRTimeline
MONECO ADVISORS, LLC6,149$2.56M0.16%+2,40213F-HRTimeline
Boomfish Wealth Group, LLC6,125$2.55M1.16%-1,29213F-HRTimeline
CoreFirst Bank & Trust6,082$2.53M1.26%013F-HRTimeline
Venator Management LLC6,065$2.52M0.57%-16,82513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…6,057$2.52M0.71%+5013F-HRTimeline
Hemenway Trust Co LLC6,049$2.51M0.18%-20,08613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,031$2.51M0.02%-18113F-HRTimeline
Kesler, Norman & Wride, LLC6,031$2.51M0.4%-7313F-HRTimeline
Evergreen Wealth Management, LLC6,021$2.5M1.17%+14013F-HRTimeline
NFSG Corp6,007$2.5M0.31%-42813F-HRTimeline
VIKING FUND MANAGEMENT LLC6,000$2.49M0.22%013F-HRTimeline
Odyssey Group, LLC5,991$2.49M0.67%13F-HRTimeline
NEVILLE RODIE & SHAW INC5,977$2.48M0.16%-1,60213F-HRTimeline
Inscription Capital, LLC5,967$2.48M0.22%+1,39713F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,923$2.48M0.07%-1,84713F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC5,943$2.47M0.36%+36313F-HRTimeline
Ulland Investment Advisors, LLC5,924$2.46M1.82%-10513F-HRTimeline
IMA Advisory Services, Inc.5,912$2.46M0.15%+85313F-HRTimeline
Solidarity Wealth, LLC5,902$2.45M0.43%+2,32513F-HRTimeline
Sowell Financial Services LLC5,883$2.45M0.08%-25413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,914$2.44M0.36%+52213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,860$2.44M0.15%+1,90113F-HRTimeline
Center for Wealth Management Advisory5,850$2.43M1.53%-43513F-HRTimeline
Bulltick Wealth Management, LLC5,850$2.43M0.5%-9,88713F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,832$2.42M0.08%-48013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…5,828$2.42M0.16%-14,16713F-HRTimelineGroup
Supplemental Annuity Collective Trust o…5,825$2.42M0.62%-30813F-HRTimeline
Affiance Financial, LLC5,824$2.42M0.35%-7313F-HRTimeline
Aventura Private Wealth, LLC5,817$2.42M0.74%+18513F-HRTimeline
Avestar Capital, LLC5,809$2.41M0.14%+82013F-HRTimeline
Altura Wealth Advisors Inc.5,806$2.41M0.81%+48413F-HRTimeline
NWAM LLC5,805$2.41M0.12%+1,84713F-HRTimeline
Cherokee Insurance Co5,800$2.41M0.93%013F-HRTimeline
Birchwood Financial Partners, Inc.5,790$2.41M1.97%-31713F-HRTimeline
Constitution Capital LLC5,777$2.4M1.23%-30513F-HRTimeline
Brown Financial Advisors5,774$2.4M0.84%-1,13413F-HRTimeline
Abundance Wealth Counselors5,768$2.4M0.16%+2,44913F-HRTimeline
Connecticut Wealth Management, LLC5,739$2.39M0.09%-14913F-HRTimeline
MidFirst Bank5,713$2.37M0.17%-5,65113F-HRTimeline
Clear Trail Advisors, LLC5,700$2.37M0.36%-77813F-HRTimeline
Trivium Point Advisory, LLC5,649$2.35M0.21%-1,93813F-HRTimeline
Accurate Wealth Management, LLC5,507$2.34M0.22%+46213F-HRTimeline
Galvin, Gaustad & Stein, LLC5,632$2.34M0.17%-31813F-HRTimeline
Samalin Investment Counsel, LLC5,629$2.34M0.75%+24913F-HRTimeline
Circle Wealth Management, LLC5,629$2.34M0.03%-64113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,620$2.34M0.08%+7013F-HRTimelineGroup
Douglass Winthrop Advisors, LLC5,608$2.33M0.04%+1,29813F-HRTimeline
Hartford Financial Management Inc.5,603$2.33M0.52%-1,00213F-HRTimeline
Berkeley Capital Partners, LLC5,582$2.32M0.48%+22213F-HRTimeline
Wealth Architects, LLC5,576$2.32M0.18%-2613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,557$2.31M0.06%+59713F-HRTimeline
Capital Asset Advisory Services LLC5,552$2.31M0.08%-14513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,528$2.3M0.26%-1,38413F-HRTimeline
Joel Isaacson & Co., LLC5,505$2.29M0.07%-1,89113F-HRTimeline
KELLEHER FINANCIAL ADVISORS5,495$2.28M0.32%+3,16613F-HRTimeline
Brown Shipley& Co Ltd5,485$2.28M1.18%-25513F-HRTimeline
Nicholson Wealth Management Group, LLC5,483$2.28M1.35%-17813F-HRTimeline
Hilltop National Bank5,478$2.28M0.49%+10113F-HRTimeline
Cardinal Point Capital Management ULC5,473$2.27M0.13%+48213F-HRTimeline
Symphony Financial, Ltd. Co.5,419$2.27M0.25%+91813F-HRTimeline
Schear Investment Advisers, LLC5,460$2.27M0.76%+9913F-HRTimeline
Axxion S.A.5,453$2.27M0.16%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,447$2.26M0.19%+9113F-HRTimeline
Manchester Capital Management LLC5,416$2.25M0.29%+13413F-HRTimeline
Valmark Advisers, Inc.5,414$2.25M0.02%-31913F-HRTimeline
Elmwood Wealth Management, Inc.5,409$2.25M0.56%+1113F-HRTimeline
Hillman Capital Management, Inc.5,405$2.25M1.63%-2,00013F-HRTimeline
Cassaday & Co Wealth Management LLC5,398$2.24M0.04%-53213F-HRTimeline
RFG Advisory, LLC5,387$2.24M0.04%-35413F-HRTimeline
WealthShield Partners, LLC5,377$2.23M0.34%-1,05513F-HRTimeline
PDS Planning, Inc5,369$2.23M0.13%+75613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,356$2.23M0.12%-1,16413F-HRTimelineGroup
Convergence Financial, LLC5,341$2.22M0.18%+52313F-HRTimeline
All Terrain Financial Advisors, LLC5,339$2.22M0.47%-89813F-HRTimeline
Chung Wu Investment Group, LLC5,338$2.22M1.46%+1,83313F-HRTimeline
Greenline Partners, LLC5,329$2.21M0.23%-113F-HRTimeline
Financial Synergies Wealth Advisors, In…5,305$2.2M0.19%+5813F-HRTimeline
CFS Investment Advisory Services, LLC5,180$2.2M0.15%+1,33713F-HRTimeline
Murphy Pohlad Asset Management LLC5,280$2.19M0.76%013F-HRTimeline
Meridian Wealth Advisors, LLC5,269$2.19M0.25%+17813F-HRTimeline
LOM Asset Management Ltd5,215$2.17M0.56%+7513F-HRTimeline
Piscataqua Savings Bank5,196$2.16M1.46%-1213F-HRTimeline
DB Fitzpatrick & Co, Inc5,176$2.15M1.74%-9213F-HR/ATimeline
Shum Financial Group, Inc.5,174$2.15M1.3%+1713F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,168$2.15M0.39%-50913F-HRTimeline
Avantax Planning Partners, Inc.5,163$2.15M0.05%-5613F-HRTimeline
PRIVATE TRUST CO NA5,162$2.15M0.17%+6113F-HRTimeline
Paragon Capital Management LLC5,159$2.14M0.99%013F-HRTimeline
Kassira Wealth Management LLC5,151$2.14M1.72%+8813F-HRTimeline
Tyche Wealth Partners LLC5,150$2.14M0.3%-26013F-HRTimeline
Geneos Wealth Management Inc.5,143$2.14M0.04%-21413F-HRTimeline
Stenger Family Office, LLC5,139$2.14M0.34%-99913F-HRTimeline
Kerrisdale Advisers, LLC5,131$2.13M0.53%-3,71813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC5,103$2.12M0.35%+60113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,089$2.12M0.18%-63813F-HRTimeline
Gen-Wealth Partners Inc5,074$2.11M0.59%-21013F-HRTimeline
CWA Asset Management Group, LLC5,006$2.08M0.06%+61713F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP5,000$2.08M0.05%new13F-HRTimeline
Resolute Capital Asset Partners LLC5,000$2.08M0.89%new13F-HRTimeline
CVFG LLC4,996$2.08M0.22%-29913F-HRTimeline
Sound View Wealth Advisors Group, LLC4,992$2.07M0.13%+32213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,976$2.07M0.21%-3513F-HRTimeline
Peterson Wealth Services4,973$2.07M0.45%+39513F-HRTimeline
Independent Solutions Wealth Management…4,970$2.07M0.27%+10413F-HRTimeline
Stablepoint Partners, LLC4,967$2.06M0.29%+1613F-HRTimeline
Naviter Wealth, LLC4,958$2.06M0.19%+65313F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,952$2.06M0.62%-4213F-HRTimeline
Archer Investment Corp4,931$2.05M0.39%-13213F-HR/ATimeline
COURIER CAPITAL LLC4,919$2.04M0.1%+47913F-HRTimeline
WEALTH EFFECTS LLC4,905$2.04M0.55%-6213F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,901$2.04M0.05%+27513F-HRTimeline
Realta Investment Advisors4,897$2.04M0.63%+2,33713F-HRTimeline
BOSTON FAMILY OFFICE LLC4,891$2.03M0.12%-71013F-HRTimeline
GLOBALT Investments LLC / GA4,882$2.03M0.07%-13813F-HRTimeline
SilverOak Wealth Management LLC4,881$2.03M0.26%+9213F-HRTimeline
FAGAN ASSOCIATES, INC.4,862$2.02M0.25%-213F-HRTimeline
Scott & Selber, Inc.4,851$2.02M0.43%-313F-HRTimeline
Triad Wealth Partners, LLC4,843$2.01M0.12%+1713F-HRTimeline
Gateway Wealth Partners, LLC4,832$2.01M0.12%-2,77713F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,820$2M0.39%-5313F-HRTimeline
Cetera Trust Company, N.A4,780$1.99M1%+20013F-HRTimeline
Tranquility Partners, LLC4,777$1.99M0.68%-10013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,776$1.99M0.19%-6313F-HRTimeline
Apella Capital, LLC4,617$1.98M0.03%+30513F-HRTimeline
Proficio Capital Partners LLC4,748$1.97M0.07%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC4,735$1.97M0.48%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,725$1.96M0.13%+1,72213F-HRTimeline
HM PAYSON & CO4,725$1.96M0.03%+33913F-HRTimeline
SOMERVILLE KURT F4,717$1.96M0.47%-4,81413F-HRTimeline
Prestige Wealth Management Group LLC4,716$1.96M0.36%-27913F-HRTimeline
ANB BANK4,702$1.95M0.73%-35213F-HRTimeline
Whalen Wealth Management Inc.4,689$1.95M0.88%-55813F-HRTimeline
Safeguard Investment Advisory Group, LLC4,682$1.95M0.45%+88713F-HRTimeline
Rydar Equities, Inc.4,598$1.94M1.09%+41713F-HRTimeline
Richard W. Paul & Associates, LLC4,664$1.94M0.59%-11213F-HRTimeline
DOVER ADVISORS, LLC5,872$1.94M0.79%+15813F-HRTimeline
Optas, LLC4,656$1.94M0.27%+30313F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC4,653$1.93M0.74%+20213F-HRTimeline
SHUFRO ROSE & CO LLC4,646$1.93M0.11%-16113F-HRTimeline
Moss Adams Wealth Advisors LLC4,631$1.92M0.12%+56613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,624$1.92M0.06%+1,26713F-HRTimeline
Argentarii, LLC4,761$1.91M0.58%+18513F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP4,600$1.91M0.46%-2,55213F-HRTimeline
Cladis Investment Advisory, LLC4,599$1.91M0.89%-67013F-HRTimeline
Cox Capital Mgt LLC4,593$1.91M1.06%-4913F-HRTimeline
Mayflower Financial Advisors, LLC4,587$1.91M0.16%+18513F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC4,579$1.9M0.87%-82113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,566$1.9M0.02%+1813F-HRTimelineGroup
Triangle Securities Wealth Management4,558$1.89M0.38%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.