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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First Dallas Securities Inc.7,687$2.54M0.94%+4613F-HRTimeline
Hillman Capital Management, Inc.7,681$2.54M1.6%-50013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,663$2.53M0.05%+12513F-HRTimeline
Shoker Investment Counsel, Inc.7,631$2.52M0.74%-26213F-HRTimeline
Eos Management, L.P.7,616$2.51M0.98%+2,77313F-HR/ATimeline
Curi Capital, LLC7,594$2.51M0.04%-31613F-HRTimeline
Bond & Devick Financial Network, Inc.7,592$2.51M0.71%+2013F-HRTimeline
Fragasso Financial Advisors Inc7,577$2.5M0.15%-57113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,576$2.5M0.07%-813F-HRTimeline
JB Capital LLC7,575$2.5M0.1%+29913F-HRTimeline
Portfolio Design Labs, LLC7,574$2.5M0.41%-4313F-HRTimeline
Pinnacle West Asset Management, Inc.7,558$2.5M1.62%+9013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.7,305$2.49M2.35%-72513F-HRTimeline
MPS Loria Financial Planners, LLC7,531$2.49M0.64%+3213F-HRTimeline
SHAYNE & JACOBS, LLC7,515$2.48M0.75%013F-HRTimeline
Comprehensive Financial Consultants Ins…7,509$2.48M0.75%+34613F-HRTimeline
Barbara Oil Co.7,500$2.48M0.92%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,498$2.48M0.11%-92913F-HRTimeline
Maia Wealth LLC8,648$2.46M0.42%-45513F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC7,369$2.43M2%13F-HRTimeline
Chicago Partners Investment Group LLC6,800$2.42M0.06%-2,20413F-HRTimeline
Richard Bernstein Advisors LLC7,289$2.41M0.07%-77113F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,283$2.4M0.56%-12513F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,264$2.4M0.33%-18713F-HRTimeline
Meadowbrook Advisors Group, LLC7,258$2.4M1.34%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,240$2.39M0.03%+21313F-HRTimelineGroup
Choate Investment Advisors7,204$2.38M0.05%-1,90913F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,183$2.37M0.04%-98913F-HRTimeline
Qtron Investments LLC7,177$2.37M0.31%-66713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,171$2.37M0.06%+1,06013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,155$2.36M0.19%+97313F-HRTimelineGroup
Community Bank, N.A.7,136$2.36M0.28%+1,40313F-HRTimeline
Modus Advisors, LLC7,120$2.35M0.62%+3,39613F-HRTimeline
Solidarity Wealth, LLC7,106$2.35M0.48%+3,14113F-HRTimeline
CAPITAL ADVISORS INC/OK7,092$2.34M0.04%-1,88913F-HRTimeline
VIAWEALTH, LLC7,079$2.34M1.31%-25813F-HRTimeline
Capital Asset Advisory Services LLC6,664$2.33M0.09%-18413F-HRTimeline
Caldwell Trust Co7,043$2.32M0.21%-86413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC7,040$2.32M0.86%+1,89313F-HRTimeline
Greenfield Savings Bank7,037$2.32M0.98%+7813F-HRTimeline
Csenge Advisory Group7,037$2.32M0.11%+24413F-HRTimeline
HOLDERNESS INVESTMENTS CO7,026$2.32M0.47%-1,24013F-HRTimeline
Ceeto Capital Group, LLC7,026$2.32M0.68%+1,67813F-HRTimeline
Elevated Private Wealth, LLC7,005$2.31M2.41%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,000$2.31M0.22%-65813F-HRTimeline
Elefante Mark B6,997$2.31M1.42%-1,75313F-HRTimeline
Prosperity Consulting Group, LLC6,994$2.31M0.1%-1,64813F-HRTimeline
Raab & Moskowitz Asset Management LLC6,984$2.31M0.5%-7313F-HRTimeline
CWC Advisors, LLC.6,957$2.3M1.11%-32013F-HRTimeline
Cornerstone Planning, LLC7,013$2.3M0.53%13F-HRTimeline
Fischer Financial Services, Inc.6,933$2.29M0.61%-96413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,934$2.29M0.06%+1,29813F-HRTimeline
Focused Wealth Management, Inc6,911$2.28M0.24%+15513F-HRTimeline
SLT Holdings LLC6,909$2.28M1.52%+3113F-HRTimeline
Clear Trail Advisors, LLC6,902$2.28M0.53%13F-HRTimeline
Joel Isaacson & Co., LLC6,896$2.28M0.08%-1,67813F-HRTimeline
Interchange Capital Partners, LLC6,892$2.28M0.42%-1,04313F-HRTimeline
NWAM LLC6,457$2.27M0.13%-8213F-HRTimeline
Cannell & Spears LLC6,862$2.27M0.04%+1913F-HRTimeline
INKWELL CAPITAL LLC6,850$2.26M2.3%-4713F-HRTimeline
OAKWORTH CAPITAL, INC.6,844$2.26M0.12%-41613F-HRTimeline
Impact Capital Partners LLC6,829$2.25M0.67%+32013F-HRTimeline
Parkside Financial Bank & Trust6,821$2.25M0.17%+15713F-HRTimeline
NorthRock Partners, LLC6,804$2.25M0.04%-10,89813F-HRTimeline
Jackson Hole Capital Partners, LLC6,803$2.25M0.38%-2,88313F-HRTimeline
BCGM Wealth Management, LLC6,802$2.25M0.57%+28813F-HRTimeline
HENNESSY ADVISORS INC6,800$2.24M0.08%+5,40013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,796$2.24M0.22%-3,02013F-HRTimelineGroup
Te Ahumairangi Investment Management Ltd6,742$2.23M0.4%-56013F-HRTimeline
Constitution Capital LLC6,742$2.23M1.05%-3,08513F-HRTimeline
Fosun International Ltd6,711$2.22M0.52%-42013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC6,695$2.21M0.34%+10813F-HRTimeline
Stenger Family Office, LLC6,686$2.21M0.46%-11,60813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,679$2.21M0.13%+80813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,675$2.2M0.13%+30313F-HRTimeline
GSA CAPITAL PARTNERS LLP6,673$2.2M0.19%+4,47213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…6,672$2.2M0.55%-70713F-HRTimeline
Sendero Wealth Management, LLC6,650$2.2M0.24%+52513F-HRTimeline
CONNABLE OFFICE INC6,647$2.19M0.2%-713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,645$2.19M0.46%-1,49313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,587$2.17M0.1%+2,18613F-HRTimeline
FLOYD FINANCIAL GROUP LLC7,496$2.17M1.47%+30413F-HRTimeline
Savvy Advisors, Inc.6,574$2.17M0.07%+1,80813F-HRTimeline
Jacobi Capital Management LLC6,572$2.17M0.13%-47413F-HRTimeline
Legato Capital Management LLC6,566$2.17M0.19%013F-HRTimeline
Accent Capital Management, LLC6,561$2.17M0.93%-22713F-HRTimeline
Connecticut Wealth Management, LLC6,558$2.16M0.09%-24413F-HRTimeline
PFG Advisors6,556$2.16M0.11%-7,36013F-HRTimeline
CX Institutional6,545$2.16M0.06%-66413F-HRTimeline
Blue Trust, Inc.6,545$2.16M0.02%-81613F-HRTimeline
CULLINAN ASSOCIATES INC6,529$2.16M0.15%-2,44813F-HRTimeline
Capital Management Associates, Inc6,487$2.14M0.47%+87113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding6,347$2.14M-209Timeline
Burns Matteson Capital Management, LLC6,452$2.13M0.86%-1,56513F-HRTimeline
Invst, LLC6,444$2.13M0.23%-3,29213F-HRTimeline
MidFirst Bank6,431$2.12M0.17%13F-HRTimeline
Timber Creek Capital Management LLC6,429$2.12M0.49%-2013F-HRTimeline
Ulland Investment Advisors, LLC6,423$2.12M1.7%-1,10813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,418$2.12M0.45%+52413F-HRTimeline
Greenline Partners, LLC6,413$2.12M0.24%+18013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP6,410$2.12M0.75%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LaSalle St. Investment Advisors, LLC6,404$2.11M0.34%-2,28513F-HRTimeline
Brown Financial Advisors6,397$2.11M0.77%-13713F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,347$2.1M0.05%-3,14513F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd6,347$2.1M0.75%new13F-HRTimelineGroup
SG Trading Solutions, LLC6,344$2.09M0.49%13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,340$2.09M1.16%+67713F-HRTimeline
Del-Sette Capital Management, LLC6,333$2.09M1.29%+13013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,325$2.09M0.13%-15013F-HRTimeline
Petros Family Wealth, LLC6,313$2.08M1.39%-1,13113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…6,312$2.08M0.08%-40013F-HRTimeline
Magnus Financial Group LLC6,307$2.08M0.16%+43613F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…6,291$2.08M0.07%+2,79113F-HRTimelineGroup
Royal Capital Wealth Management, LLC6,261$2.07M1.22%-3113F-HRTimeline
Circle Wealth Management, LLC6,258$2.07M0.03%+29413F-HRTimeline
Center for Wealth Management Advisory6,236$2.06M1.52%13F-HRTimeline
Goldenstone Wealth Management LLC6,221$2.05M1.54%13F-HRTimeline
Texas Yale Capital Corp.6,200$2.05M0.06%+2,72813F-HRTimeline
RFG Advisory, LLC6,199$2.05M0.04%-41413F-HRTimeline
Quantbot Technologies LP6,181$2.04M0.07%new13F-HRTimeline
Bridgewater Associates, LP6,170$2.04M0.01%new13F-HRTimeline
Applied Capital LLC/FL6,165$2.04M1.39%+78813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,165$2.04M1.14%-80013F-HRTimeline
SCHOLTZ & COMPANY, LLC6,155$2.03M0.88%-61813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,145$2.03M0.68%+61713F-HR/ATimeline
Mystic Asset Management, Inc.6,140$2.03M0.46%+45813F-HRTimeline
RWA WEALTH PARTNERS, LLC6,133$2.02M0.02%-11713F-HRTimeline
Hartford Financial Management Inc.6,128$2.02M0.53%-27913F-HRTimeline
Inscription Capital, LLC6,108$2.02M0.21%+52513F-HRTimeline
Birchwood Financial Partners, Inc.6,104$2.02M2%13F-HRTimeline
Meiji Yasuda America Inc6,103$2.01M0.46%13F-HRTimeline
Navera Investment Management Ltd.6,100$2.01M0.04%-3,23013F-HRTimeline
PRIVATE TRUST CO NA6,092$2.01M0.18%-38713F-HRTimeline
Confluence Wealth Services, Inc.6,078$2.01M0.08%-2,85313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,076$2.01M0.24%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,028$1.99M0.19%-27613F-HRTimeline
RETIREMENT GUYS FORMULA LLC6,025$1.99M0.91%-4,26713F-HRTimeline
BAMCO INC /NY/in group Baron Capital6,000$1.98M0.01%+1,70013F-HRTimelineGroup
VIKING FUND MANAGEMENT LLC6,000$1.98M0.23%013F-HRTimeline
Osprey Private Wealth LLC5,994$1.98M0.57%-74113F-HRTimeline
Avantax Planning Partners, Inc.5,979$1.97M0.06%+17813F-HRTimeline
Baker Avenue Asset Management, LP5,962$1.97M0.05%-22313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,927$1.96M0.22%+74613F-HRTimeline
Banco de Sabadell, S.A5,932$1.96M1.27%-5113F-HRTimeline
Gifford Fong Associates5,918$1.95M0.39%013F-HRTimeline
Crestwood Advisors Group, LLC5,898$1.95M0.03%+77113F-HRTimeline
Affiance Financial, LLC5,891$1.94M0.31%-13213F-HRTimeline
BOCHK Asset Management Ltd5,890$1.94M0.52%+4,75013F-HRTimeline
DOVER ADVISORS, LLC5,872$1.94M0.75%-11213F-HRTimeline
Birch Capital Management, LLC5,859$1.93M0.96%-12313F-HRTimeline
Exome Asset Management LLC5,835$1.93M0.95%new13F-HRTimeline
All Terrain Financial Advisors, LLC5,830$1.92M0.59%+513F-HRTimeline
Kerrisdale Advisers, LLC5,828$1.92M0.91%-7,19213F-HRTimeline
Valmark Advisers, Inc.5,818$1.92M0.02%+60413F-HRTimeline
Evergreen Wealth Management, LLC5,814$1.92M0.97%+7813F-HRTimeline
Boomfish Wealth Group, LLC5,812$1.92M1.03%-48513F-HRTimeline
J.Safra Asset Management Corp5,807$1.92M0.1%+3,69113F-HRTimeline
Retirement Planning Co of New England, …5,805$1.92M0.77%-113F-HRTimeline
Cherokee Insurance Co5,800$1.91M0.78%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,786$1.91M0.11%-51713F-HRTimeline
Archer Investment Corp5,784$1.91M0.43%+89813F-HRTimeline
Larson Financial Group LLC5,781$1.91M0.06%+5113F-HRTimeline
Advyzon Investment Management, LLC5,775$1.91M0.22%+2,92813F-HRTimeline
Aventura Private Wealth, LLC5,743$1.9M0.68%-45713F-HRTimeline
Tyche Wealth Partners LLC5,736$1.89M0.3%-46113F-HRTimeline
LRT Capital Management, LLC5,712$1.89M1.62%-4,63013F-HRTimeline
Kathmere Capital Management, LLC5,709$1.88M0.13%-10213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,706$1.88M0.08%-57713F-HRTimelineGroup
Samalin Investment Counsel, LLC5,703$1.88M0.67%+8513F-HRTimeline
Geneos Wealth Management Inc.5,702$1.88M0.05%-2,19913F-HRTimeline
FIFTH LANE CAPITAL, LP5,700$1.88M2.22%-1,14313F-HRTimeline
Janney Capital Management LLC5,669$1.87M0.12%-83213F-HRTimeline
Elmwood Wealth Management, Inc.5,662$1.87M0.59%+5413F-HRTimeline
PDS Planning, Inc5,656$1.87M0.12%+32613F-HRTimeline
Alberta Investment Management Corp5,600$1.85M0.01%+4,70013F-HR/ATimeline
Thompson David Blair5,599$1.85M1.05%13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP5,575$1.84M0.08%new13F-HRTimeline
Narwhal Capital Management5,542$1.83M0.13%-1,80113F-HRTimeline
Nicholson Wealth Management Group, LLC5,528$1.82M1.07%+1,05713F-HRTimeline
Murphy Pohlad Asset Management LLC5,515$1.82M0.7%+49013F-HRTimeline
Missouri Trust & Investment Co5,513$1.82M0.53%-50613F-HRTimeline
Advisory Alpha, LLC5,505$1.82M0.05%-18213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,467$1.8M0.65%+33013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,455$1.8M-281Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,430$1.79M0.07%-1,00013F-HRTimelineGroup
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5,426$1.79M0.4%+813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,457$1.79M0.26%-28013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,400$1.78M0.03%-97413F-HRTimeline
Manchester Capital Management LLC5,399$1.78M0.24%-10113F-HRTimeline
Lineweaver Wealth Advisors, LLC5,386$1.78M0.24%-95413F-HRTimeline
LOM Asset Management Ltd5,377$1.78M0.51%-4713F-HRTimeline
Platform Technology Partners5,342$1.76M0.38%+20513F-HRTimeline
Moors & Cabot, Inc.5,317$1.76M0.08%-1913F-HRTimeline
Financial Synergies Wealth Advisors, In…5,306$1.75M0.17%+2413F-HRTimeline
Kesler, Norman & Wride, LLC5,297$1.75M0.3%-13,91313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,271$1.74M0.21%+2513F-HRTimeline
Schear Investment Advisers, LLC5,269$1.74M0.75%+37013F-HRTimeline
Edgestream Partners, L.P.5,260$1.74M0.05%-1,11713F-HRTimeline
Wealth Architects, LLC5,248$1.73M0.16%-53913F-HRTimeline
BEARING POINT CAPITAL, LLC5,234$1.73M0.27%-12,33913F-HRTimeline