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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Clear Harbor Asset Management, LLC8,952$4.69M0.37%+8513F-HRTimeline
WealthShield Partners, LLC8,932$4.68M0.6%+1,14413F-HRTimeline
Fragasso Financial Advisors Inc8,931$4.68M0.35%-5,68813F-HRTimeline
Constitution Capital LLC8,927$4.68M2.59%+19013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC8,911$4.67M2.18%+8513F-HRTimeline
DeDora Capital, Inc.8,874$4.65M1.34%-12113F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…8,848$4.63M<0.01%-5,10713F-HRTimelineGroup
Bogart Wealth, LLC8,802$4.61M0.22%-2,86713F-HRTimeline
MGO ONE SEVEN LLC8,781$4.6M0.18%+3013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,750$4.58M0.43%+37313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,704$4.56M0.35%-3,53313F-HRTimeline
HBW ADVISORY SERVICES LLC8,700$4.56M0.65%+14913F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC10,849$4.56M1.72%-18213F-HRTimeline
Keebeck Wealth Management8,695$4.55M0.67%-34713F-HRTimeline
PFG Investments, LLC8,666$4.54M0.29%-1,82913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,648$4.53M0.07%+16813F-HRTimelineGroup
Alcosta Capital Management, Inc.8,638$4.52M3.02%-5413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,628$4.52M0.1%-216,58613F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group8,585$4.5M0.59%-1,15513F-HRTimelineGroup
Jackson Hole Capital Partners, LLC8,570$4.49M0.89%+22613F-HRTimeline
Western Wealth Management, LLC8,556$4.48M0.3%+10913F-HRTimeline
Pinnacle Holdings, LLC8,521$4.46M1.7%-43313F-HRTimeline
Nicollet Investment Management, Inc.8,519$4.46M1.57%+22213F-HRTimeline
CWA Asset Management Group, LLC8,518$4.46M0.21%-1,64413F-HRTimeline
Fischer Financial Services, Inc.8,504$4.45M1.43%-30413F-HRTimeline
one8zero8, LLC8,478$4.44M1.05%+513F-HRTimeline
Smartleaf Asset Management LLC8,592$4.43M0.43%+92813F-HRTimeline
Compton Wealth Advisory Group, LLC8,464$4.43M1.23%-76313F-HRTimeline
IFC Advisors LLC8,454$4.43M0.92%+48613F-HRTimeline
Lindenwold Advisors, INC8,451$4.43M2.46%+74213F-HRTimeline
WRIGHT INVESTORS SERVICE INC8,449$4.43M1.46%+1,24813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dempze Nancy E8,436$4.42M2.65%+76313F-HRTimeline
Legacy Wealth Management, LLC / MS8,424$4.41M1.44%+18013F-HRTimeline
Aigen Investment Management, LP8,420$4.41M0.7%+6,55013F-HRTimeline
Occidental Asset Management, LLC8,358$4.38M0.66%+78713F-HRTimeline
MORGUARD LINCLUDEN GLOBAL INVESTMENTS L…8,324$4.36M0.55%-21513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independence Bank of Kentucky8,310$4.35M0.68%-2,36513F-HRTimeline
Trexquant Investment LP8,309$4.35M0.05%-13,71413F-HRTimeline
Citizens Business Bank8,293$4.34M0.94%+1,49813F-HRTimeline
COUNTRY CLUB BANK8,416$4.34M0.29%+3,28713F-HRTimeline
Bond & Devick Financial Network, Inc.8,291$4.34M1.57%-59913F-HRTimeline
Naviter Wealth, LLC8,404$4.34M0.53%+33113F-HRTimeline
Arjuna Capital8,276$4.33M1.2%-96213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,560$4.33M-1,303Timeline
D L CARLSON INVESTMENT GROUP INC8,265$4.33M0.83%-42413F-HRTimeline
Petros Family Wealth, LLC8,263$4.33M4.79%+17213F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN8,250$4.32M1.29%-1,10013F-HRTimelineGroup
Csenge Advisory Group9,492$4.31M0.24%-35313F-HRTimeline
Chemistry Wealth Management LLC8,207$4.3M1%+59813F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC8,196$4.29M0.43%-2813F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…217,788$4.29M0.38%-56213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,190$4.29M0.54%-7,88513F-HRTimelineGroup
PLIMOTH TRUST CO LLC8,160$4.27M1.11%-1,70513F-HRTimeline
CONNABLE OFFICE INC8,156$4.27M0.45%-1,44713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,150$4.27M0.39%-1,98213F-HR/ATimeline
MORTON COMMUNITY BANK8,102$4.24M1.11%+10013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding8,100$4.24M-23,000Timeline
CARRET ASSET MANAGEMENT, LLC8,090$4.24M0.48%-2013F-HRTimeline
CAPITAL CITY TRUST CO/FL8,089$4.24M1.16%+2213F-HRTimeline
Scott & Selber, Inc.8,087$4.24M1.36%+313F-HRTimeline
Cascades Capital Asset Management, LLC8,006$4.19M2.26%-21113F-HRTimeline
Panoramic Capital, LLC8,000$4.19M5.24%new13F-HRTimeline
VIAWEALTH, LLC7,999$4.19M2.59%+75713F-HRTimeline
Family Legacy, Inc.7,978$4.18M1.43%+3213F-HRTimeline
Bulltick Wealth Management, LLC7,960$4.17M1.11%+4,80113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,948$4.16M0.14%-6313F-HRTimeline
Belmont Capital, LLC7,916$4.15M0.74%013F-HRTimeline
Simplicity Wealth,LLC7,898$4.14M0.32%+5,65513F-HRTimeline
Notis-McConarty Edward7,896$4.14M2.13%+7313F-HRTimeline
Town & Country Bank & Trust CO dba Firs…7,871$4.12M1.63%+43813F-HRTimeline
Farmers National Bank7,852$4.11M1.16%+38613F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,847$4.11M1.11%+7513F-HRTimeline
Avior Wealth Management, LLC7,838$4.1M0.16%-2,07213F-HRTimeline
LANARK FINANCIAL, INC.7,835$4.1M0.35%+7,82413F-HRTimeline
CONNORS INVESTOR SERVICES INC7,844$4.1M0.41%new13F-HRTimeline
Financial Partners Group, LLC7,802$4.09M1.77%-25313F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…7,793$4.08M0.84%new13F-HRTimeline
Campbell & CO Investment Adviser LLC7,774$4.07M0.31%new13F-HRTimeline
Moors & Cabot, Inc.7,768$4.07M0.21%-46113F-HRTimeline
PRIVATE TRUST CO NA7,767$4.07M0.42%+43613F-HRTimeline
GPM Growth Investors, Inc.7,766$4.07M1.78%+2913F-HRTimeline
SlateStone Wealth, LLC7,747$4.06M0.41%-2,83613F-HRTimeline
Enterprise Bank & Trust Co7,743$4.06M1.57%-26713F-HRTimeline
TFG Advisers LLC7,738$4.05M1.47%-22513F-HRTimeline
Waterloo Capital, L.P.7,725$4.05M0.38%+28213F-HRTimeline
Graypoint LLC7,705$4.04M0.25%-79513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…7,684$4.02M0.07%-1,97513F-HRTimelineGroup
China Universal Asset Management Co., L…7,663$4.01M0.37%-49713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,644$4M0.14%-1,24313F-HRTimeline
SHAYNE & JACOBS, LLC7,640$4M0.98%-1413F-HRTimeline
Principle Wealth Partners LLC7,614$3.99M0.29%+9213F-HRTimeline
Gotham Asset Management, LLC7,585$3.97M0.03%-11,15613F-HRTimeline
SHUFRO ROSE & CO LLC7,574$3.97M0.31%-10113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,469$3.96M0.42%-48713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,560$3.96M0.22%-39813F-HR/ATimelineGroup
Robertson Stephens Wealth Management, L…7,545$3.95M0.15%-37713F-HRTimeline
S-Bank Fund Management Ltd7,500$3.93M0.74%13F-HRTimeline
HANCOCK WHITNEY CORP7,496$3.93M0.13%-1,09913F-HRTimeline
Elgethun Capital Management7,483$3.92M0.88%+40313F-HRTimeline
Banco de Sabadell, S.A7,467$3.91M2.98%+46113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,464$3.91M0.31%+18913F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY7,462$3.91M1.34%013F-HRTimeline
Raab & Moskowitz Asset Management LLC7,456$3.91M0.98%-26713F-HRTimeline
Cannell & Spears LLC7,417$3.88M0.08%-83213F-HRTimeline
Private Wealth Asset Management, LLC7,398$3.87M0.56%13F-HRTimeline
Centre Asset Management, LLC7,327$3.84M0.99%new13F-HRTimeline
Signet Investment Advisory Group, Inc.7,283$3.81M1.92%+66013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,282$3.81M1.8%-50713F-HRTimeline
Compound Planning, Inc.7,272$3.81M0.17%+2513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,262$3.8M0.79%+4413F-HRTimeline
MPS Loria Financial Planners, LLC7,256$3.8M1.13%+2713F-HRTimeline
Valmark Advisers, Inc.7,245$3.79M0.06%-18513F-HRTimeline
Caliber Wealth Management, LLC / KS7,212$3.78M0.52%13F-HRTimeline
Avestar Capital, LLC7,198$3.77M0.36%-10613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,187$3.76M0.2%+4813F-HRTimeline
Wambolt & Associates, LLC7,182$3.76M1.28%-4013F-HRTimeline
FAS Wealth Partners, Inc.7,149$3.74M0.31%+9513F-HRTimeline
Columbus Macro, LLC7,141$3.74M0.49%-1,03613F-HRTimeline
Whitener Capital Management, Inc.7,132$3.74M1.06%+1,24813F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd7,124$3.73M0.23%+5,11213F-HRTimelineGroup
R.H. Investment Group, LLC7,119$3.73M3.59%+23413F-HRTimeline
Pinnacle West Asset Management, Inc.7,115$3.73M2.69%+1013F-HRTimeline
DE BURLO GROUP INC7,100$3.72M0.55%-58513F-HRTimeline
Palumbo Wealth Management LLC7,089$3.71M1.24%+1,58413F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)7,071$3.7M1.65%+76713F-HRTimeline
Snider Financial Group7,053$3.69M1.2%+47313F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,005$3.67M2.13%-24513F-HRTimeline
Modern Wealth Management, LLC6,996$3.66M0.12%+22613F-HR/ATimeline
Solidarity Wealth, LLC6,990$3.66M0.9%-55813F-HRTimeline
Tema ETFs LLC6,987$3.66M1.09%new13F-HRTimeline
Somerset Trust Co6,983$3.66M1.3%+41013F-HRTimeline
Capital Asset Advisory Services LLC6,986$3.66M0.19%-35713F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,978$3.65M0.34%-11013F-HRTimeline
Community Bank, N.A.6,958$3.64M0.49%-11013F-HRTimeline
Bensler, LLC6,945$3.64M0.46%+2213F-HRTimeline
Osprey Private Wealth LLC6,915$3.62M2.15%+1,24013F-HRTimeline
Howard Capital Management, LLC6,866$3.6M0.09%-1,05913F-HRTimeline
S&T Bank/PA6,836$3.58M1.17%-11913F-HRTimeline
SLT Holdings LLC6,828$3.58M3.36%-1013F-HRTimeline
NBW CAPITAL LLC6,798$3.56M0.79%-2,01213F-HRTimeline
Arete Wealth Advisors, LLC6,797$3.56M0.27%+11513F-HRTimeline
Delta Investment Management, LLC6,782$3.55M0.72%+8613F-HRTimeline
Brooklyn Investment Group6,776$3.55M0.77%+90613F-HRTimeline
Pathway Financial Advisers, LLC6,764$3.54M1.21%+8813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP6,762$3.54M0.88%+4,48513F-HRTimeline
Greenline Partners, LLC6,741$3.53M0.55%+5413F-HRTimeline
Souders Financial Advisors6,713$3.52M0.49%-2,69913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,698$3.51M0.1%-15,41113F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP6,335$3.5M0.7%+14013F-HRTimeline
GM Advisory Group, LLC6,680$3.5M0.19%-1,31113F-HRTimeline
TFR Capital, LLC.6,650$3.48M1.45%+1,21413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,631$3.47M2.04%-20813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,894$3.45M0.17%-43113F-HRTimeline
SPC Financial, Inc.6,588$3.45M0.3%+36013F-HRTimeline
Gryphon Financial Partners LLC6,581$3.45M0.5%+69013F-HRTimeline
Brown Miller Wealth Management, LLC6,580$3.45M1.19%+47013F-HRTimeline
Te Ahumairangi Investment Management Ltd6,576$3.44M0.73%-20013F-HRTimeline
Birch Capital Management, LLC6,551$3.43M1.78%-30313F-HRTimeline
Joel Isaacson & Co., LLC6,541$3.43M0.16%+7313F-HRTimeline
Impact Capital Partners LLC6,518$3.41M1.24%+21913F-HRTimeline
SBI Securities Co., Ltd.6,516$3.41M0.11%+36813F-HRTimeline
L & S Advisors Inc6,497$3.4M0.42%+8513F-HRTimeline
First Horizon Advisors, Inc.6,489$3.4M0.1%-16313F-HRTimeline
AMI INVESTMENT MANAGEMENT INC6,483$3.4M1.09%+66413F-HRTimeline
PACK Private Wealth, LLC6,482$3.39M2.02%013F-HRTimeline
ADVOCATE GROUP LLC6,477$3.39M0.62%-1,58113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,474$3.39M0.25%+2,50613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC6,470$3.39M0.65%-72613F-HRTimeline
Accent Capital Management, LLC6,465$3.39M1.96%+62213F-HRTimeline
Sava Infond d.o.o.6,450$3.38M0.64%013F-HRTimeline
Investment Research & Advisory Group, I…6,433$3.37M1.41%+12713F-HRTimeline
Royal Capital Wealth Management, LLC6,430$3.37M2.36%+1213F-HRTimeline
Chung Wu Investment Group, LLC6,423$3.36M4.02%-5013F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.6,408$3.36M0.29%-12013F-HRTimeline
BRADY FAMILY WEALTH, LLC6,403$3.35M1.07%-44913F-HRTimeline
Second Line Capital, LLC6,402$3.35M0.86%+55313F-HRTimeline
Westover Capital Advisors, LLC6,401$3.35M0.74%-1313F-HRTimeline
DF DENT & CO INC6,393$3.35M0.04%+3813F-HRTimeline
SIMON QUICK ADVISORS, LLC6,381$3.34M0.19%+1,28013F-HRTimeline
Columbia Bank6,376$3.34M1.15%+47413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,373$3.34M0.69%+6613F-HRTimeline
Jessup Wealth Management, Inc6,350$3.33M1.4%+5,17013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV6,341$3.32M1.71%new13F-HRTimeline
Insight Wealth Strategies, LLC6,336$3.32M0.45%+14113F-HRTimeline
Stonebrook Private Inc.6,334$3.32M0.86%+26313F-HRTimeline
Sage Mountain Advisors LLC6,323$3.31M0.24%-22313F-HRTimeline
MEANS INVESTMENT CO., INC.6,316$3.31M0.35%+1,45413F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP6,315$3.31M0.3%-2,29313F-HRTimelineGroup
Bay Rivers Group6,289$3.29M1.73%-32113F-HRTimeline
Proquility Private Wealth Partners, LLC6,289$3.29M1.02%+2,36013F-HRTimeline
Valley Brook Capital Group, Inc.6,272$3.29M2.58%-81613F-HRTimeline
Moloney Securities Asset Management, LLC6,272$3.29M0.44%-4,62313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,265$3.28M0.09%-53713F-HRTimeline
Grove Bank & Trust6,212$3.25M0.43%+12213F-HRTimeline
Nilsine Partners, LLC6,166$3.23M0.35%-68913F-HRTimeline
Composition Wealth, LLC6,162$3.23M0.06%-34713F-HRTimeline
Cassaday & Co Wealth Management LLC6,142$3.22M0.09%-45413F-HRTimeline
Keel Point, LLC6,140$3.22M0.25%+9413F-HRTimeline
BOK Financial Private Wealth, Inc.6,119$3.2M0.24%-36713F-HRTimeline
Parkside Financial Bank & Trust6,112$3.2M0.41%+14113F-HRTimeline