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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VestGen Advisors, LLC8,588$2.6M0.1%-7,15913F-HRTimeline
McGinn Penninger Investment Management,…8,285$2.58M1.64%new13F-HRTimeline
Fragasso Financial Advisors Inc8,285$2.58M0.17%-64613F-HRTimeline
SevenBridge Financial Group, LLC9,829$2.57M0.45%+1,57013F-HRTimeline
Naviter Wealth, LLC8,206$2.56M0.32%-19813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,191$2.56M0.11%-82813F-HRTimelineGroup
Kintegral Advisory, LLCin group Kintegral Advisory, LLC8,184$2.55M0.23%-1213F-HRTimelineGroup
Nationale-Nederlanden Powszechne Towarz…8,168$2.55M0.3%+37513F-HRTimeline
Bedell Frazier Investment Counselling, …8,153$2.54M0.64%-6,35513F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN8,150$2.54M0.72%-10013F-HRTimelineGroup
Nicollet Investment Management, Inc.8,139$2.54M0.85%-38013F-HRTimeline
New England Research & Management, Inc.8,120$2.53M1.2%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC8,119$2.53M0.32%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,119$2.53M0.19%+73813F-HRTimeline
Generali Investments, Management Co LLC8,126$2.53M0.57%+2,90513F-HRTimeline
Fischer Financial Services, Inc.8,134$2.53M0.74%-37013F-HRTimeline
Visionary Wealth Advisors8,110$2.53M0.13%+7,04213F-HRTimeline
Empire Life Investments Inc.8,099$2.53M0.16%-4,22313F-HRTimeline
Family Legacy, Inc.8,077$2.52M0.82%+9913F-HRTimeline
AIMZ Investment Advisors, LLC8,069$2.52M0.84%+2,49113F-HRTimeline
Curi Capital, LLC8,065$2.52M0.05%-70,18313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,037$2.51M0.22%+2,12413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,034$2.51M0.21%-71613F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd8,000$2.5M0.13%+87613F-HRTimelineGroup
Jackson Square Partners, LLC7,971$2.49M0.92%new13F-HRTimeline
Atle Fund Management AB13,727$2.49M1.06%-12,05513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,968$2.49M0.08%+2013F-HRTimeline
Blue Trust, Inc.7,936$2.48M0.03%-1,27713F-HRTimeline
Arjuna Capital7,904$2.47M0.65%-37213F-HRTimeline
MASTERINVEST Kapitalanlage GmbH7,897$2.46M0.26%13F-HR/ATimeline
Bond & Devick Financial Network, Inc.7,889$2.46M0.82%-40213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,883$2.46M0.26%-20713F-HRTimeline
Arax Advisory Partners7,860$2.45M0.11%+3,89513F-HRTimeline
ENGLISH CAPITAL MANAGEMENT LLC7,841$2.45M1.62%new13F-HRTimeline
WT Wealth Management7,806$2.44M0.72%new13F-HRTimeline
Coastline Trust Co7,796$2.43M0.28%-1,97213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wellington Shields Capital Management, …group of 2 filers holding7,795$2.43M-8,356Timeline
MONEY CONCEPTS CAPITAL CORP7,780$2.43M0.16%+2,58013F-HRTimeline
Cascades Capital Asset Management, LLC7,764$2.42M1.25%-24213F-HRTimeline
Integrated Advisors Network LLC7,736$2.41M0.11%-1,31513F-HRTimeline
Skylands Capital, LLC7,715$2.41M0.35%new13F-HRTimeline
GeoWealth Management, LLC7,683$2.4M0.09%-2,49513F-HRTimeline
Independence Bank of Kentucky7,666$2.39M0.34%-64413F-HRTimeline
Enterprise Bank & Trust Co7,663$2.39M0.89%-8013F-HRTimeline
INTRUST BANK NA7,648$2.39M0.21%-1,50313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,641$2.38M0.08%+1,61513F-HRTimeline
SCS Capital Management LLC7,570$2.36M0.03%+2,96113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,555$2.36M0.09%new13F-HRTimelineGroup
SHAYNE & JACOBS, LLC7,550$2.36M0.78%-9013F-HRTimeline
Victrix Investment Advisors7,548$2.35M1.04%+1,97313F-HRTimeline
Brooklyn Investment Group7,542$2.35M0.31%+76613F-HR/ATimeline
Modern Wealth Management, LLC7,542$2.35M0.06%+54613F-HR/ATimeline
Fosun International Ltd7,537$2.35M0.65%+2,38013F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.7,529$2.35M1.24%new13F-HRTimeline
Te Ahumairangi Investment Management Ltd7,505$2.34M0.42%+92913F-HRTimeline
Capital Investment Advisory Services, L…7,469$2.33M0.19%+2,99013F-HRTimeline
TFG Advisers LLC7,461$2.33M0.8%-27713F-HRTimeline
Game Creek Capital, LP7,450$2.32M1.19%new13F-HRTimeline
Signet Investment Advisory Group, Inc.7,448$2.32M1.19%+16513F-HRTimeline
Ulland Investment Advisors, LLC7,441$2.32M1.77%-1,91513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,427$2.32M0.47%+16513F-HRTimeline
VIAWEALTH, LLC7,417$2.31M1.37%-58213F-HRTimeline
PEAK FINANCIAL ADVISORS LLC7,368$2.3M1.18%new13F-HRTimeline
Ted Buchan & Co7,354$2.29M0.91%+1,45413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,336$2.29M0.03%-1,31213F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.7,312$2.28M1.52%+3,91713F-HRTimeline
MPS Loria Financial Planners, LLC7,292$2.27M0.67%+3613F-HRTimeline
Howard Capital Management, LLC7,284$2.27M0.03%+41813F-HRTimeline
Gryphon Financial Partners LLC7,281$2.27M0.3%+70013F-HRTimeline
JB Capital LLC7,271$2.27M0.11%+5,93413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,258$2.26M0.98%-2413F-HRTimeline
OAKWORTH CAPITAL, INC.7,249$2.26M0.15%+2,69913F-HRTimeline
Raab & Moskowitz Asset Management LLC7,232$2.26M0.54%-22413F-HRTimeline
SlateStone Wealth, LLC7,228$2.25M0.21%-51913F-HRTimeline
Brown Miller Wealth Management, LLC7,228$2.25M0.7%+64813F-HRTimeline
Point Windward Advisors Inc.7,227$2.25M1.01%new13F-HRTimeline
Pathway Financial Advisers, LLC7,221$2.25M0.73%+45713F-HRTimeline
Savvy Advisors, Inc.7,212$2.25M0.15%+2,22113F-HRTimeline
Pinnacle West Asset Management, Inc.7,210$2.25M1.55%+9513F-HRTimeline
SIMON QUICK ADVISORS, LLC7,190$2.24M0.11%+80913F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC7,186$2.24M0.06%-5,21413F-HRTimeline
Cannell & Spears LLC7,163$2.23M0.05%-25413F-HRTimeline
R.H. Investment Group, LLC7,149$2.23M2.04%+3013F-HRTimeline
SageView Advisory Group, LLC7,882$2.22M0.08%-2,09613F-HRTimeline
Maia Wealth LLC7,114$2.22M0.42%+3,18613F-HRTimeline
Compound Planning, Inc.7,111$2.22M0.08%-16113F-HRTimeline
Accent Capital Management, LLC7,110$2.22M0.99%+64513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC7,106$2.22M1.32%+4,14413F-HRTimeline
Confluence Wealth Services, Inc.7,101$2.22M0.12%-37913F-HRTimeline
Capital Asset Advisory Services LLC6,779$2.21M0.1%-20713F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding7,080$2.21M-2,588Timeline
Parkside Financial Bank & Trust7,072$2.21M0.24%+96013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,025$2.19M0.34%+6,16813F-HRTimeline
Snider Financial Group7,024$2.19M0.63%-2913F-HRTimeline
S&T Bank/PA7,022$2.19M0.67%+18613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,005$2.19M1.22%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,990$2.18M0.19%+1213F-HRTimeline
SLT Holdings LLC6,981$2.18M1.62%+15313F-HRTimeline
KKM Financial LLC6,960$2.17M0.76%+1,16913F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,948$2.17M0.12%-6,44713F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP6,947$2.17M0.18%+63213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,921$2.16M0.17%-1,22913F-HRTimeline
Keel Point, LLC6,865$2.14M0.14%+72513F-HRTimeline
Fortis Group Advisors, LLC8,562$2.14M0.39%+5,72913F-HRTimeline
GSA CAPITAL PARTNERS LLP6,839$2.13M0.15%+3,71213F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC6,837$2.13M0.15%new13F-HRTimeline
Comprehensive Financial Consultants Ins…6,836$2.13M0.7%+2,54013F-HRTimeline
DOHJ, LLC4,978$2.13M0.62%-5813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,823$2.13M0.21%-59,54313F-HRTimeline
Constant Guidance Financial LLC6,818$2.13M2.14%new13F-HRTimeline
Valmark Advisers, Inc.6,816$2.13M0.03%-42913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,640$2.12M0.19%-82913F-HRTimeline
Smith Salley Wealth Management6,794$2.12M0.12%+3,39413F-HRTimeline
IMS Capital Management6,762$2.11M0.99%+3,14513F-HRTimeline
NBW CAPITAL LLC6,761$2.11M0.46%-3713F-HRTimeline
Arete Wealth Advisors, LLC6,751$2.11M0.15%-4613F-HRTimeline
Larson Financial Group LLC6,740$2.1M0.08%-4,48913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,739$2.1M0.39%+36613F-HRTimeline
CONNABLE OFFICE INC6,739$2.1M0.21%-1,41713F-HRTimeline
Greenline Partners, LLC6,738$2.1M0.28%-313F-HRTimeline
CWA Asset Management Group, LLC6,726$2.1M0.09%-1,79213F-HRTimeline
Columbus Macro, LLC6,714$2.09M0.26%-42713F-HRTimeline
Constitution Capital LLC6,702$2.09M1.07%-2,22513F-HRTimeline
LaSalle St. Investment Advisors, LLC6,694$2.09M0.57%+4,13413F-HRTimeline
Capital Wealth Planning, LLC6,681$2.08M0.02%-911,58713F-HRTimeline
Opal Wealth Advisors, LLC6,680$2.08M0.58%+2,33713F-HRTimeline
Moors & Cabot, Inc.6,629$2.07M0.1%-1,13913F-HRTimeline
Janney Capital Management LLC6,623$2.07M0.13%-13,41413F-HRTimeline
Interchange Capital Partners, LLC6,611$2.06M0.48%+2,19013F-HR/ATimeline
MIRABELLA FINANCIAL SERVICES LLP6,572$2.06M0.22%-103,48713F-HRTimeline
Texas Yale Capital Corp.6,587$2.05M0.07%+4,07013F-HRTimeline
Permanens Capital L.P.6,537$2.04M0.28%+4,04413F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,511$2.03M0.12%+1,11813F-HRTimeline
CULBERTSON A N & CO INC6,498$2.03M0.31%-5,30613F-HRTimeline
TFR Capital, LLC.6,490$2.02M0.73%-16013F-HR/ATimeline
Pallas Capital Advisors LLC6,484$2.02M0.08%-16,98713F-HRTimeline
Royal Capital Wealth Management, LLC6,451$2.01M1.34%+2113F-HRTimeline
Jessup Wealth Management, Inc6,449$2.01M0.81%+9913F-HRTimeline
Private Wealth Asset Management, LLC6,445$2.01M0.27%-95313F-HRTimeline
Elefante Mark B6,441$2.01M1.51%+54113F-HRTimeline
Birch Capital Management, LLC6,441$2.01M1.03%-11013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…6,427$2.01M0.16%-6,83513F-HRTimelineGroup
Somerset Trust Co6,425$2M0.65%-55813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,420$2M0.36%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC6,419$2M0.94%+1,22813F-HRTimeline
NFSG Corp6,399$2M0.32%+5,64113F-HRTimeline
Greater Midwest Financial Group, LLC6,379$1.99M1.52%+1,24113F-HRTimeline
Venator Management LLC6,370$1.99M0.51%new13F-HRTimeline
Community Bank, N.A.6,358$1.98M0.26%-60013F-HRTimeline
BCGM Wealth Management, LLC6,355$1.98M0.56%+2,35913F-HRTimeline
Brown Financial Advisors6,338$1.98M0.77%+63813F-HRTimeline
Claro Advisors Inc.6,336$1.98M0.33%-3,71713F-HRTimeline
Baker Avenue Asset Management, LP6,327$1.97M0.06%+33413F-HRTimeline
Impact Capital Partners LLC6,309$1.97M0.65%-20913F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,305$1.97M1.22%+2,45713F-HRTimeline
LANARK FINANCIAL, INC.6,273$1.96M0.16%-1,56213F-HRTimeline
Greenfield Savings Bank6,273$1.96M0.89%+32213F-HRTimeline
Second Line Capital, LLC6,269$1.96M0.45%-13313F-HRTimeline
Sage Mountain Advisors LLC6,265$1.95M0.13%-5813F-HRTimeline
Sendero Wealth Management, LLC6,239$1.95M0.24%+2,69913F-HR/ATimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…6,223$1.94M1.16%new13F-HRTimelineGroup
Security National Bank6,213$1.94M0.34%-11,06513F-HRTimeline
Robertson Stephens Wealth Management, L…6,204$1.94M0.07%-1,34113F-HRTimeline
SPC Financial, Inc.6,194$1.93M0.16%-39413F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC6,174$1.93M0.01%-1,031,40113F-HRTimeline
BOSTON FAMILY OFFICE LLC6,168$1.92M0.13%+36313F-HRTimeline
Banco de Sabadell, S.A6,172$1.92M1.33%-1,29513F-HRTimeline
Tema ETFs LLC6,132$1.91M0.51%-85513F-HRTimeline
Pictet North America Advisors SA6,130$1.91M0.19%-12,55013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.6,126$1.91M0.14%-33,42213F-HRTimeline
Lineweaver Wealth Advisors, LLC6,109$1.91M0.3%+1,10013F-HRTimeline
Stonebrook Private Inc.6,003$1.89M0.44%-33113F-HRTimeline
Jacobi Capital Management LLC6,049$1.89M0.13%+1,92413F-HRTimeline
FAGAN ASSOCIATES, INC.6,016$1.88M0.29%-113F-HRTimeline
VIKING FUND MANAGEMENT LLC6,000$1.87M0.26%+2,00013F-HRTimeline
DOVER ADVISORS, LLC5,999$1.87M0.82%+3713F-HRTimeline
PRIVATE TRUST CO NA5,998$1.87M0.18%-1,76913F-HRTimeline
Wealth Architects, LLC5,987$1.87M0.19%+20513F-HRTimeline
SAXON INTERESTS, INC.3,566$1.87M0.87%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,986$1.87M0.11%-48813F-HRTimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding5,973$1.86M+4,053Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,968$1.86M0.13%-4,24713F-HRTimeline
Legato Capital Management LLC5,959$1.86M0.22%+3,93813F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,959$1.86M0.52%+19713F-HRTimeline
Hartford Financial Management Inc.5,942$1.85M0.51%+1,37513F-HRTimeline
Matrix Trust Co5,937$1.85M0.29%+2,24613F-HRTimeline
Hardy Reed LLC5,933$1.85M0.15%+1,74513F-HRTimeline
Gifford Fong Associates5,918$1.85M0.43%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,901$1.84M0.11%-21,42613F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,886$1.84M0.5%-87613F-HRTimeline
Affiance Financial, LLC5,864$1.83M0.37%+2613F-HRTimeline
Glassy Mountain Advisors, Inc.5,860$1.83M0.59%-3,33613F-HRTimeline
Bay Rivers Group5,839$1.82M0.83%-45013F-HRTimeline
Qsemble Capital Management, LP5,837$1.82M0.17%+5,00313F-HRTimeline
Sowell Financial Services LLC5,819$1.82M0.07%-5,66113F-HRTimeline
Counterweight Ventures, LLC5,810$1.81M1.18%+14813F-HRTimeline
Joel Isaacson & Co., LLC5,804$1.81M0.07%-73713F-HRTimeline
Cherokee Insurance Co5,800$1.81M0.79%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,790$1.81M0.08%+1,90113F-HRTimelineGroup
Clarius Group, LLC5,775$1.8M0.11%-7013F-HRTimeline