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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CONGRESS ASSET MANAGEMENT CO10,160$5.14M0.03%-28,92213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,132$5.13M0.38%-9,74013F-HRTimeline
Bank of New Hampshire10,118$5.12M1.32%-27213F-HRTimeline
Beverly Hills Private Wealth, LLC10,108$5.11M1.03%+86813F-HRTimeline
Fairhaven Wealth Management, LLC10,097$5.11M1.6%+7213F-HRTimeline
LexAurum Advisors, LLC10,089$5.1M1.01%+40313F-HRTimeline
HOLDERNESS INVESTMENTS CO10,080$5.1M1.12%+33413F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.10,078$5.1M1.35%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding10,052$5.09M+2,609Timeline
FreeGulliver LLC10,018$5.07M2.65%-15913F-HRTimeline
Advanced Portfolio Management, LLC10,000$5.06M5.78%new13F-HRTimeline
Stamos Capital Partners, L.P.9,950$5.03M1.18%+1,46013F-HRTimeline
Schonfeld Strategic Advisors LLC9,946$5.03M0.03%+6,33813F-HRTimeline
Trifecta Capital Advisors, LLC9,940$5.03M0.99%-11213F-HRTimeline
Kingsview Wealth Management, LLC9,940$5.03M0.1%-52113F-HRTimeline
Avior Wealth Management, LLC9,910$5.01M0.18%-1,38013F-HRTimeline
Fiduciary Alliance LLC9,893$5M0.51%+7,15013F-HRTimeline
Transform Wealth, LLC9,890$5M0.28%-1,61813F-HRTimeline
PLIMOTH TRUST CO LLC9,865$4.99M1.28%-14313F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…9,849$4.98M0.45%-97,58613F-HRTimelineGroup
Csenge Advisory Group9,845$4.98M0.27%-1,40913F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding9,838$4.98M+251Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,325$4.97M0.23%-58813F-HRTimeline
Bretton Capital Management, LLC9,800$4.96M4.77%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,798$4.96M1.47%+32013F-HRTimeline
WEIK CAPITAL MANAGEMENT9,763$4.94M2.01%-11813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,761$4.94M0.28%-31413F-HRTimeline
Stenger Family Office, LLC9,749$4.93M1.68%13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group9,740$4.93M0.6%-24113F-HRTimelineGroup
Arkadios Wealth Advisors9,719$4.92M0.27%-1,60113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…9,659$4.88M0.09%+3,03013F-HRTimelineGroup
Integrated Advisors Network LLC9,631$4.87M0.23%-2,23613F-HRTimeline
Vise Technologies, Inc.9,625$4.87M0.41%+2,97713F-HRTimeline
CONNABLE OFFICE INC9,603$4.86M0.5%-33213F-HRTimeline
GC Wealth Management RIA, LLC9,562$4.84M0.85%-39713F-HRTimeline
Delaney Dennis R9,546$4.83M2.54%+8013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC9,528$4.82M1.39%+2613F-HRTimeline
SUMITOMO LIFE INSURANCE CO9,499$4.81M0.09%-15,72113F-HRTimeline
Fortis Capital Management LLC9,480$4.8M0.89%+56013F-HRTimeline
Union Heritage Capital, LLC9,478$4.79M1.77%013F-HRTimeline
PFG Advisors9,446$4.78M0.29%-46913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,428$4.77M0.84%-6813F-HRTimelineGroup
Souders Financial Advisors9,412$4.76M0.66%-2,10913F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC9,380$4.74M1.3%+7,88513F-HRTimeline
INVESTMENT HOUSE LLC9,375$4.74M0.26%-10013F-HRTimeline
Fullerton Fund Management Co Ltd.9,374$4.74M0.17%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,369$4.74M0.97%13F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN9,350$4.73M1.24%+3,05013F-HRTimelineGroup
Mechanics Bank Trust Department9,350$4.73M0.63%+44613F-HRTimeline
Point72 Hong Kong Ltd9,334$4.72M0.29%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT9,320$4.71M0.18%-44013F-HR/ATimeline
HOHIMER WEALTH MANAGEMENT, LLC9,293$4.7M0.88%-13613F-HRTimeline
CHEMUNG CANAL TRUST CO9,266$4.69M0.98%+4,08613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC9,263$4.69M2.68%+26613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC9,247$4.68M0.81%+48013F-HRTimeline
Arjuna Capital9,238$4.67M1.24%-13613F-HRTimeline
Nelson Capital Management, LLC9,232$4.67M0.77%-36413F-HRTimeline
Compton Wealth Advisory Group, LLC9,227$4.67M1.2%-8213F-HRTimeline
Journey Advisory Group, LLC9,134$4.65M0.56%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,171$4.64M0.9%-58413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…9,145$4.63M0.48%-32213F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC9,129$4.62M0.14%+4,92513F-HRTimeline
Signal Advisors Wealth, LLC9,115$4.61M0.52%+1,05113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding8,863$4.58M-32Timeline
Keebeck Wealth Management9,042$4.57M0.66%-17913F-HRTimeline
INTRUST BANK NA8,997$4.55M0.46%-40013F-HRTimeline
DeDora Capital, Inc.8,995$4.55M1.25%-2513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.8,991$4.55M0.48%-7013F-HRTimeline
RDA Financial Network8,978$4.54M1.32%+35613F-HRTimeline
Pinnacle Holdings, LLC8,954$4.53M1.71%-57013F-HRTimeline
Archford Capital Strategies, LLC8,939$4.52M0.68%+8613F-HRTimeline
Leonteq Securities AG8,934$4.52M0.44%+5,28013F-HRTimeline
Portfolio Design Labs, LLC8,929$4.52M0.93%+1,55713F-HRTimeline
Cinctive Capital Management LP8,925$4.51M0.24%+2,73613F-HRTimeline
Koshinski Asset Management, Inc.8,896$4.5M0.4%+2313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,887$4.5M0.15%-3,25913F-HRTimeline
Clear Harbor Asset Management, LLC8,867$4.49M0.36%+35913F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC8,826$4.46M2.09%+3913F-HRTimeline
Tranquility Partners, LLC8,787$4.46M1.68%-48813F-HRTimeline
NBW CAPITAL LLC8,810$4.46M0.83%-6113F-HRTimeline
Fischer Financial Services, Inc.8,808$4.46M1.4%13F-HRTimeline
Headlands Technologies LLC8,785$4.44M0.45%+6,56313F-HRTimeline
MGO ONE SEVEN LLC8,751$4.43M0.17%+1,30613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…218,350$4.42M0.37%-5,078,38713F-HRTimeline
Constitution Capital LLC8,737$4.42M2.48%+7513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,731$4.42M0.29%-7413F-HRTimelineGroup
Alcosta Capital Management, Inc.8,692$4.4M2.56%+2113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC8,689$4.4M0.78%-2,52713F-HRTimeline
SevenBridge Financial Group, LLC8,222$4.39M0.83%+1,09213F-HRTimeline
INGALLS & SNYDER LLC8,670$4.39M0.17%+14313F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC8,660$4.38M0.13%+32413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP8,635$4.37M0.18%new13F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP8,608$4.35M0.26%+1,20013F-HRTimelineGroup
DLK Investment Management, LLC8,607$4.35M1.82%-2,63513F-HRTimeline
HANCOCK WHITNEY CORP8,595$4.35M0.14%-87813F-HRTimeline
HBW ADVISORY SERVICES LLC8,551$4.33M0.44%-39413F-HRTimeline
Cox Capital Mgt LLC8,542$4.32M2.77%-3913F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…8,539$4.32M0.52%-4113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Graypoint LLC8,500$4.3M0.26%-49813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,480$4.29M0.07%+1,70913F-HR/ATimelineGroup
one8zero8, LLC8,473$4.29M0.92%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,452$4.28M0.29%+2,48313F-HRTimeline
Western Wealth Management, LLC8,447$4.27M0.28%-3,31313F-HR/ATimeline
First National Bank of Mount Dora, Trus…8,419$4.26M1%-8813F-HRTimeline
Blue Trust, Inc.8,390$4.24M0.05%-2,03913F-HR/ATimeline
Pinnacle Wealth Management Advisory Gro…8,377$4.24M0.4%+30613F-HRTimeline
Claro Advisors Inc.8,345$4.22M0.57%-1,28713F-HRTimeline
Jackson Hole Capital Partners, LLC8,344$4.22M0.85%-3213F-HRTimeline
Glassy Mountain Advisors, Inc.8,307$4.2M1.44%+27313F-HRTimeline
Nicollet Investment Management, Inc.8,297$4.2M1.44%-4313F-HRTimeline
Cannell & Spears LLC8,249$4.17M0.09%+51913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC8,248$4.17M0.45%+55113F-HRTimeline
Legacy Wealth Management, LLC / MS8,244$4.17M1.66%-24713F-HRTimeline
Family Legacy, Inc.7,946$4.17M1.41%+12113F-HRTimeline
Moors & Cabot, Inc.8,229$4.16M0.2%+62513F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC8,224$4.16M0.39%-38313F-HRTimelineGroup
Cascades Capital Asset Management, LLC8,217$4.16M2.22%+1413F-HRTimeline
Columbus Macro, LLC8,177$4.14M0.57%+6,72913F-HRTimeline
China Universal Asset Management Co., L…8,160$4.13M0.39%-2,14713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC8,110$4.1M0.45%+15513F-HRTimeline
Petros Family Wealth, LLC8,091$4.09M4.42%13F-HRTimeline
Scott & Selber, Inc.8,084$4.09M1.23%-20613F-HRTimeline
Naviter Wealth, LLC8,073$4.08M0.49%+1,40413F-HRTimeline
CAPITAL CITY TRUST CO/FL8,067$4.08M1.02%+35513F-HRTimeline
ADVOCATE GROUP LLC8,058$4.08M0.77%-3613F-HRTimeline
Financial Partners Group, LLC8,055$4.07M1.69%+4213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,011$4.05M0.13%-513F-HRTimeline
Enterprise Bank & Trust Co8,010$4.05M1.33%-37313F-HRTimeline
MORTON COMMUNITY BANK8,002$4.05M1.07%-2713F-HRTimeline
GM Advisory Group, LLC7,991$4.04M0.22%-1,07813F-HRTimeline
IFC Advisors LLC7,968$4.03M0.88%13F-HRTimeline
TFG Advisers LLC7,963$4.03M1.45%-2813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,958$4.03M0.22%+1,29413F-HR/ATimelineGroup
Sugarloaf Wealth Management, LLC7,957$4.02M0.76%+1,19313F-HRTimeline
Howard Capital Management, LLC7,925$4.01M0.06%+6513F-HRTimeline
Robertson Stephens Wealth Management, L…7,922$4.01M0.14%-2,02513F-HRTimeline
Belmont Capital, LLC7,916$4M0.65%013F-HRTimeline
Vanderbilt University7,867$3.98M0.78%+13113F-HRTimeline
New Hampshire Trust7,850$3.97M0.84%-47713F-HRTimeline
Notis-McConarty Edward7,823$3.96M1.92%-23913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,789$3.94M1.74%-32013F-HRTimeline
WealthShield Partners, LLC7,788$3.94M0.56%+12913F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,772$3.93M1.02%-2,14113F-HRTimeline
GPM Growth Investors, Inc.7,737$3.91M1.65%-4,21413F-HRTimeline
Covenant Asset Management, LLC7,733$3.91M0.87%-27613F-HRTimeline
Raab & Moskowitz Asset Management LLC7,723$3.91M0.96%-20013F-HRTimeline
Lindenwold Advisors, INC7,709$3.9M2.08%-1,19813F-HRTimeline
GSA CAPITAL PARTNERS LLP7,700$3.9M0.29%+3,11813F-HRTimeline
Smartleaf Asset Management LLC7,664$3.89M0.4%+1,59613F-HRTimeline
DE BURLO GROUP INC7,685$3.89M0.52%-85013F-HRTimeline
SHUFRO ROSE & CO LLC7,675$3.88M0.3%-18013F-HRTimeline
Dempze Nancy E7,673$3.88M2.24%+5113F-HRTimeline
Bray Capital Advisors7,665$3.88M1.05%-1,76213F-HRTimeline
SHAYNE & JACOBS, LLC7,654$3.87M1.01%-33013F-HRTimeline
Chemistry Wealth Management LLC7,609$3.85M0.9%+6113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,576$3.83M0.36%-1913F-HRTimelineGroup
Occidental Asset Management, LLC7,571$3.83M0.6%+57413F-HRTimeline
Solidarity Wealth, LLC7,548$3.82M0.99%-35113F-HRTimeline
Accredited Investors Inc.7,535$3.81M0.22%-28413F-HRTimeline
Principle Wealth Partners LLC7,522$3.81M0.27%-4013F-HRTimeline
WMS Partners, LLC7,493$3.79M0.21%+45513F-HRTimeline
Edgestream Partners, L.P.7,470$3.78M0.16%-26413F-HRTimeline
Farmers National Bank7,466$3.78M1.1%13F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY7,462$3.77M1.22%013F-HRTimeline
Capital Asset Advisory Services LLC7,343$3.77M0.19%+76013F-HRTimeline
Waterloo Capital, L.P.7,443$3.77M0.4%-13813F-HRTimeline
Town & Country Bank & Trust CO dba Firs…7,433$3.76M1.47%+15313F-HRTimeline
Valmark Advisers, Inc.7,430$3.76M0.06%+49113F-HRTimeline
AdvisorNet Financial, Inc7,423$3.75M0.31%-16913F-HRTimeline
Joseph Group Capital Management7,408$3.75M1.48%+99813F-HRTimeline
PRIVATE TRUST CO NA7,331$3.71M0.38%-40813F-HRTimeline
Bell Bank7,324$3.7M0.28%+14213F-HRTimeline
Avestar Capital, LLC7,304$3.69M0.34%+51813F-HRTimeline
Vestmark Advisory Solutions, Inc.7,284$3.68M0.13%+1,76413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,275$3.68M0.29%+93813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,250$3.67M2.09%+6013F-HRTimeline
Compound Planning, Inc.7,247$3.67M0.19%+43213F-HRTimeline
VIAWEALTH, LLC7,242$3.66M2.21%-13613F-HRTimeline
MPS Loria Financial Planners, LLC7,229$3.66M1.08%+3513F-HRTimeline
Wambolt & Associates, LLC7,222$3.65M1.17%-1,23513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,839$3.65M2.04%-47013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,218$3.65M0.78%-93313F-HRTimeline
WRIGHT INVESTORS SERVICE INC7,201$3.64M1.18%-4,91213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AssuredPartners Investment Advisors, LLC7,196$3.64M0.71%13F-HRTimeline
Confluence Wealth Services, Inc.6,868$3.64M0.24%+78913F-HRTimeline
BFSG, LLC7,176$3.63M0.42%-14013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,139$3.61M0.19%+26713F-HRTimeline
AlphaCentric Advisors LLC7,123$3.6M3.6%new13F-HRTimeline
Lingotto Investment Management LLP7,110$3.6M0.1%new13F-HRTimeline
Pinnacle West Asset Management, Inc.7,105$3.59M2.57%-2513F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,088$3.59M0.32%-3313F-HRTimeline
Valley Brook Capital Group, Inc.7,088$3.59M2.68%-6113F-HRTimeline
Elgethun Capital Management7,080$3.58M0.87%+6013F-HRTimeline
Community Bank, N.A.7,068$3.58M0.46%-70013F-HRTimeline
FAS Wealth Partners, Inc.7,054$3.57M0.3%-1,20513F-HRTimeline
Clarius Group, LLC7,053$3.57M0.24%+44113F-HRTimeline
Vest Financial, LLC7,043$3.56M0.06%+1,20413F-HRTimeline
Banco de Sabadell, S.A7,006$3.55M2.78%+9213F-HRTimeline
NORDEN GROUP LLC7,003$3.54M0.4%-1,84713F-HRTimeline
Berbice Capital Management LLC7,001$3.54M2.84%13F-HRTimeline