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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cascades Capital Asset Management, LLC7,746$2.67M1.18%-1813F-HRTimeline
INTRUST BANK NA7,729$2.67M0.22%+8113F-HRTimeline
Castleview Partners, LLC7,694$2.66M1.44%+5,85513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,658$2.64M0.26%-22513F-HRTimeline
First Dallas Securities Inc.7,641$2.64M0.99%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding7,636$2.64M-11,136Timeline
STUDIO INVESTMENT MANAGEMENT LLC7,628$2.63M0.5%+20113F-HRTimeline
Portfolio Design Labs, LLC7,617$2.63M0.45%+4,07613F-HRTimeline
Flavin Financial Services, Inc.7,610$2.63M1.87%+2,62913F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC7,584$2.62M0.08%-38413F-HRTimeline
Bond & Devick Financial Network, Inc.7,572$2.61M0.79%-31713F-HRTimeline
CENTAURUS FINANCIAL, INC.7,568$2.61M0.12%-8,39013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,538$2.6M0.06%+35213F-HRTimeline
Ulland Investment Advisors, LLC7,531$2.6M1.96%+9013F-HRTimeline
Delaney Dennis R7,532$2.6M1.3%-1,36413F-HRTimeline
Smartleaf Asset Management LLC7,533$2.6M0.16%+1,90013F-HRTimeline
Howard Capital Management, LLC7,524$2.6M0.03%+24013F-HRTimeline
SHAYNE & JACOBS, LLC7,515$2.59M0.8%-3513F-HRTimeline
Barbara Oil Co.7,500$2.59M0.96%-4,00013F-HRTimeline
MPS Loria Financial Planners, LLC7,499$2.59M0.69%+20713F-HRTimeline
FLOYD FINANCIAL GROUP LLC7,192$2.58M1.91%+3,65913F-HRTimeline
Pinnacle West Asset Management, Inc.7,468$2.58M1.67%+25813F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding7,456$2.57M+3,004Timeline
WT Wealth Management7,448$2.57M0.74%-35813F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,451$2.57M0.4%+6,37513F-HRTimeline
Petros Family Wealth, LLC7,444$2.57M2.15%-1,02913F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding7,438$2.57M+358Timeline
Empire Financial Management Company, LLC7,425$2.56M0.59%+2,90213F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,408$2.56M0.59%-1,50013F-HRTimeline
GWN SECURITIES INC.7,294$2.56M0.59%-5,86013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,396$2.55M0.19%-63813F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…7,379$2.55M0.6%+1,42013F-HRTimeline
Blue Trust, Inc.7,361$2.54M0.03%-57513F-HRTimeline
Narwhal Capital Management7,343$2.54M0.19%-6,77013F-HRTimeline
VIAWEALTH, LLC7,337$2.53M1.38%-8013F-HRTimeline
Te Ahumairangi Investment Management Ltd7,302$2.52M0.43%-20313F-HRTimeline
SIMON QUICK ADVISORS, LLC7,280$2.51M0.11%+9013F-HRTimeline
CWC Advisors, LLC.7,277$2.51M1.23%+2,90713F-HRTimeline
JB Capital LLC7,276$2.51M0.11%+513F-HRTimeline
IMS Capital Management7,273$2.51M1.16%+51113F-HRTimeline
OAKWORTH CAPITAL, INC.7,260$2.51M0.14%+1113F-HRTimeline
CX Institutional7,209$2.49M0.08%-13,19613F-HRTimeline
Clark Capital Management Group, Inc.7,203$2.49M0.02%-136,26913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,185$2.48M0.98%-7313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,737$2.48M0.4%-213F-HRTimeline
Fairbanks Capital Management, Inc.7,167$2.47M1.34%+1,70913F-HRTimeline
Comprehensive Financial Consultants Ins…7,163$2.47M0.77%+32713F-HRTimeline
Signal Advisors Wealth, LLC7,161$2.47M0.22%+3,10713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,158$2.47M0.33%+1,27213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.7,150$2.47M1.69%-16213F-HRTimeline
Lombard Odier Asset Management (USA) Co…7,134$2.46M0.56%new13F-HRTimeline
Fosun International Ltd7,131$2.46M0.92%-40613F-HRTimeline
Raab & Moskowitz Asset Management LLC7,057$2.44M0.54%-17513F-HRTimeline
Jacobi Capital Management LLC7,046$2.43M0.15%+99713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,027$2.43M0.03%-30913F-HRTimelineGroup
Chung Wu Investment Group, LLC6,995$2.42M2.01%+5,15513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,965$2.4M1.24%-4013F-HRTimeline
Greenfield Savings Bank6,959$2.4M1.01%+68613F-HRTimeline
Pacific Point Advisors, LLC6,941$2.4M1.4%+1,79613F-HRTimeline
Bluesphere Advisors LLC6,925$2.39M1.1%+5,37013F-HRTimeline
Sepio Capital, LP6,920$2.39M0.14%+1,18613F-HRTimeline
NWAM LLC6,539$2.38M0.13%+1,41413F-HR/ATimeline
INKWELL CAPITAL LLC6,897$2.38M2.43%+2,68813F-HRTimeline
SLT Holdings LLC6,878$2.37M1.55%-10313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,860$2.37M0.45%new13F-HRTimeline
Capital Asset Advisory Services LLC6,848$2.36M0.1%+6913F-HRTimeline
Cannell & Spears LLC6,843$2.36M0.04%-32013F-HRTimeline
FIFTH LANE CAPITAL, LP6,843$2.36M2.37%+5,34313F-HRTimeline
Connecticut Wealth Management, LLC6,802$2.35M0.1%-2,72913F-HRTimeline
Csenge Advisory Group6,793$2.35M0.11%-1,82113F-HRTimeline
Accent Capital Management, LLC6,788$2.34M0.98%-32213F-HRTimeline
SCHOLTZ & COMPANY, LLC6,773$2.34M1.03%-9,87713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding6,556$2.34M+117Timeline
Focused Wealth Management, Inc6,756$2.33M0.25%+4,17513F-HRTimeline
Osprey Private Wealth LLC6,735$2.33M0.85%+1,03013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…6,712$2.32M0.09%-8,90013F-HRTimeline
Drucker Wealth 3.0, LLC6,706$2.32M0.41%+3,80013F-HRTimeline
Mechanics Bank Trust Department6,666$2.3M0.32%-2,04013F-HRTimeline
Parkside Financial Bank & Trust6,664$2.3M0.18%-40813F-HRTimeline
CONNABLE OFFICE INC6,654$2.3M0.21%-8513F-HRTimeline
RFG Advisory, LLC6,613$2.28M0.05%-21,94313F-HRTimeline
Beirne Wealth Consulting Services, LLC6,601$2.28M0.55%new13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC6,587$2.27M0.35%+4,06713F-HRTimeline
Legato Capital Management LLC6,566$2.27M0.25%+60713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,556$2.26M0.76%-11,25413F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,552$2.26M1.71%new13F-HRTimeline
Brown Financial Advisors6,534$2.26M0.83%+19613F-HRTimeline
Brooklyn Investment Group7,297$2.26M0.3%-24513F-HR/ATimeline
BCGM Wealth Management, LLC6,514$2.25M0.59%+15913F-HRTimeline
Impact Capital Partners LLC6,509$2.25M0.68%+20013F-HRTimeline
Janney Capital Management LLC6,501$2.25M0.14%-12213F-HRTimeline
SPC Financial, Inc.6,489$2.24M0.18%+29513F-HRTimeline
Coastline Trust Co6,486$2.24M0.24%-1,31013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA6,479$2.24M0.2%+48113F-HRTimeline
BOSTON FAMILY OFFICE LLC6,475$2.24M0.14%+30713F-HRTimeline
Timber Creek Capital Management LLC6,449$2.23M0.54%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,430$2.22M0.09%+64013F-HRTimelineGroup
Hartford Financial Management Inc.6,407$2.21M0.59%+46513F-HRTimeline
Edgestream Partners, L.P.6,377$2.2M0.06%-17,12113F-HRTimeline
Claro Advisors Inc.6,375$2.2M0.32%+3913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,374$2.2M0.03%-7,05913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,372$2.2M0.14%+40413F-HRTimeline
Lineweaver Wealth Advisors, LLC6,340$2.19M0.32%+23113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,304$2.18M0.21%-11,85013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC6,303$2.18M0.13%-2,73413F-HRTimeline
Boomfish Wealth Group, LLC6,297$2.17M1.17%+1,14313F-HRTimeline
Royal Capital Wealth Management, LLC6,292$2.17M1.33%-15913F-HRTimeline
Stonegate Investment Group, LLC6,291$2.17M0.05%-2,76213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,283$2.17M0.1%-1,90813F-HRTimelineGroup
Stonebrook Private Inc.6,256$2.16M0.47%+25313F-HRTimeline
Left Brain Wealth Management, LLC6,254$2.16M0.68%-3,62013F-HRTimeline
RWA WEALTH PARTNERS, LLC6,250$2.16M0.02%-4,01713F-HRTimeline
Greenline Partners, LLC6,233$2.15M0.26%-50513F-HRTimeline
ALTFEST L J & CO INC6,213$2.15M0.24%+2,12213F-HRTimeline
Del-Sette Capital Management, LLC6,203$2.14M1.33%new13F-HRTimeline
Aventura Private Wealth, LLC6,200$2.14M0.79%+64713F-HRTimeline
Tyche Wealth Partners LLC6,197$2.14M0.38%+1,07013F-HRTimeline
Baker Avenue Asset Management, LP6,185$2.14M0.05%-14213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,182$2.13M0.18%+43513F-HRTimelineGroup
COUNTRY CLUB BANK6,161$2.13M0.13%-12,40613F-HRTimeline
Sendero Wealth Management, LLC6,125$2.11M0.25%-11413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,111$2.11M0.05%+2,82613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,094$2.1M0.13%-4,33713F-HRTimelineGroup
Capital Wealth Planning, LLC6,088$2.1M0.01%-59313F-HRTimeline
Waterloo Capital, L.P.6,060$2.09M0.16%+53113F-HRTimeline
Triumph Capital Management6,045$2.09M0.56%+1,80013F-HR/ATimeline
Affiance Financial, LLC6,023$2.08M0.38%+15913F-HRTimeline
Missouri Trust & Investment Co6,019$2.08M0.61%+1,14613F-HRTimeline
VIKING FUND MANAGEMENT LLC6,000$2.07M0.25%013F-HRTimeline
Banco de Sabadell, S.A5,983$2.07M1.37%-18913F-HRTimeline
DOVER ADVISORS, LLC5,984$2.07M0.82%-1513F-HRTimeline
Birch Capital Management, LLC5,982$2.07M1.05%-45913F-HRTimeline
Circle Wealth Management, LLC5,964$2.06M0.04%+54613F-HRTimeline
Lokken Investment Group LLC5,944$2.05M0.7%+3,17613F-HRTimeline
Gifford Fong Associates5,918$2.04M0.43%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,894$2.04M0.53%+52013F-HRTimeline
Teamwork Financial Advisors, LLC5,889$2.03M0.22%+1,38013F-HRTimeline
Magnus Financial Group LLC5,871$2.03M0.16%+1,12213F-HRTimeline
Sullivan Wood Capital Management LLC5,871$2.03M2.99%+4,43713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,871$2.03M0.12%-11513F-HRTimelineGroup
HM PAYSON & CO5,851$2.02M0.03%-2,65313F-HRTimeline
S&T Bank/PA5,847$2.02M0.57%-1,17513F-HRTimeline
Advisory Alpha, LLC5,687$2.01M0.06%+20113F-HRTimeline
All Terrain Financial Advisors, LLC5,825$2.01M0.65%+1,40513F-HRTimeline
Kathmere Capital Management, LLC5,811$2.01M0.14%+1,17313F-HRTimeline
Retirement Planning Co of New England, …5,806$2M0.81%+1,59613F-HRTimeline
Avantax Planning Partners, Inc.5,801$2M0.06%+1,47213F-HRTimeline
Cherokee Insurance Co5,800$2M0.86%013F-HRTimeline
Wealth Architects, LLC5,787$2M0.19%-20013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,777$1.99M0.3%-1,04613F-HRTimeline
Evergreen Wealth Management, LLC5,736$1.98M1.04%+2,54813F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,736$1.98M-2,059Timeline
Community Bank, N.A.5,733$1.98M0.24%-62513F-HRTimeline
Larson Financial Group LLC5,730$1.98M0.07%-1,01013F-HRTimeline
Cyndeo Wealth Partners, LLC5,720$1.98M0.11%-18113F-HRTimeline
Arete Wealth Advisors, LLC5,694$1.97M0.12%-1,05713F-HRTimeline
Cinctive Capital Management LP5,689$1.96M0.1%new13F-HRTimeline
Mystic Asset Management, Inc.5,682$1.96M0.44%+56813F-HRTimeline
KPP Advisory Services LLC5,674$1.96M0.29%+37413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,663$1.96M1.13%+1,94013F-HRTimeline
SlateStone Wealth, LLC5,654$1.95M0.17%-1,57413F-HRTimeline
Oak Thistle LLC5,649$1.95M0.3%+2,48713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,636$1.95M0.05%-2,00513F-HRTimeline
Samalin Investment Counsel, LLC5,618$1.94M0.67%+1,53513F-HRTimeline
Capital Management Associates, Inc5,616$1.94M0.52%+22613F-HRTimeline
Elmwood Wealth Management, Inc.5,608$1.94M0.69%+22013F-HRTimeline
Inscription Capital, LLC5,583$1.93M0.21%+1,32513F-HRTimeline
Tranquility Partners, LLC5,562$1.92M0.65%-3,05313F-HRTimeline
DAVIS R M INC5,556$1.92M0.03%-9,34313F-HRTimeline
High Note Wealth, LLC5,543$1.91M0.38%+12813F-HRTimeline
Matrix Trust Co5,544$1.91M0.3%-39313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,528$1.91M0.64%+2,06413F-HRTimeline
Triangle Securities Wealth Management5,504$1.9M0.43%-21813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC5,500$1.9M0.26%+46413F-HRTimeline
Avestar Capital, LLC5,491$1.9M0.14%+1,28513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,480$1.89M0.13%-13,66613F-HRTimeline
Pekin Hardy Strauss, Inc.5,435$1.88M0.19%+2,20413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,426$1.87M0.19%013F-HRTimeline
LOM Asset Management Ltd5,424$1.87M0.57%-9513F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,424$1.87M0.51%+60513F-HRTimeline
Northside Capital Management, LLC5,419$1.87M0.17%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5,418$1.87M0.44%+3,44913F-HRTimeline
Naviter Wealth, LLC5,406$1.87M0.22%-2,80013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,399$1.86M0.33%+1,27013F-HRTimeline
Formidable Asset Management, LLC5,967$1.86M0.29%+81013F-HRTimeline
Applied Capital LLC/FL5,377$1.86M1.33%+44913F-HRTimeline
Ceeto Capital Group, LLC5,348$1.85M0.54%+11713F-HRTimeline
Moors & Cabot, Inc.5,336$1.84M0.08%-1,29313F-HRTimeline
PDS Planning, Inc5,330$1.84M0.13%+4513F-HRTimeline
Financial Synergies Wealth Advisors, In…5,282$1.82M0.18%+2013F-HRTimeline
WEALTH EFFECTS LLC5,277$1.82M0.59%+58913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…5,261$1.82M0.07%new13F-HRTimelineGroup
Piscataqua Savings Bank5,258$1.82M1.42%-8613F-HRTimeline
Lindenwold Advisors, INC5,250$1.81M0.86%-3,44113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,246$1.81M0.21%+14813F-HRTimeline
AlphaCore Capital LLC5,246$1.81M0.06%+28013F-HRTimeline
IMA Advisory Services, Inc.5,245$1.81M0.18%+22113F-HRTimeline
DB Fitzpatrick & Co, Inc5,239$1.81M1.64%+2,86013F-HRTimeline
Wealth Alliance Advisory Group, LLC5,236$1.81M0.33%+26613F-HRTimeline
Mayflower Financial Advisors, LLC5,235$1.81M0.23%-2413F-HRTimeline