Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sendero Wealth Management, LLC6,730$1.82M0.2%+8013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,717$1.82M0.21%+79013F-HRTimeline
Fosun International Ltd6,711$1.82M0.46%013F-HRTimeline
HOLDERNESS INVESTMENTS CO6,710$1.82M0.36%-31613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,703$1.81M0.2%-2,37813F-HRTimeline
Rare Wolf Capital LLC6,703$1.81M1.17%+1,87413F-HRTimeline
Asset Dedication, LLC6,698$1.81M0.13%-1,57213F-HRTimeline
BigSur Wealth Management LLC6,694$1.81M0.51%-2,20013F-HRTimeline
Baker Avenue Asset Management, LP6,682$1.81M0.04%+72013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding6,857$1.8M-1,524Timeline
CONNABLE OFFICE INC6,652$1.8M0.18%+513F-HRTimeline
Cannell & Spears LLC6,641$1.8M0.04%-22113F-HR/ATimeline
WRIGHT INVESTORS SERVICE INC6,633$1.79M0.56%-5,45313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SVB WEALTH LLC6,631$1.79M0.12%-6,94113F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC6,614$1.79M0.37%+1,18813F-HRTimeline
Hartford Financial Management Inc.6,605$1.79M0.46%+47713F-HRTimeline
Impact Capital Partners LLC6,591$1.78M0.54%-23813F-HRTimeline
BOCHK Asset Management Ltd6,590$1.78M0.37%+70013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,574$1.78M0.17%-22213F-HRTimelineGroup
Applied Capital LLC/FL6,527$1.77M1.28%+36213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,520$1.76M0.1%-15913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,502$1.76M0.11%-17313F-HRTimeline
GSA CAPITAL PARTNERS LLP6,489$1.76M0.11%-18413F-HRTimeline
Confluence Wealth Services, Inc.6,482$1.75M0.07%+40413F-HRTimeline
Clear Trail Advisors, LLC6,478$1.75M0.29%-42413F-HRTimeline
Petros Family Wealth, LLC6,476$1.75M1.25%+16313F-HRTimeline
Prosperity Consulting Group, LLC6,466$1.75M0.08%-52813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,457$1.75M0.26%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP6,452$1.75M0.01%-3,02013F-HRTimeline
NFSG Corp6,435$1.74M0.29%-1,65013F-HRTimeline
WealthShield Partners, LLC6,432$1.74M0.19%-6,95013F-HRTimeline
KPP Advisory Services LLC6,411$1.73M0.25%+1,64013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,364$1.72M0.15%+2,19313F-HRTimelineGroup
Blue Trust, Inc.6,363$1.72M0.02%-18213F-HRTimeline
Pallas Capital Advisors LLC6,347$1.72M0.06%-1,48713F-HRTimeline
GS Investments, Inc.6,338$1.71M0.98%-1,48213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,326$1.71M0.17%-67413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…6,312$1.71M0.07%013F-HRTimeline
TMB Capital Partners, LLC6,297$1.7M0.57%+3,29513F-HRTimeline
Center for Wealth Management Advisory6,285$1.7M1.22%+4913F-HRTimeline
RWA WEALTH PARTNERS, LLC6,284$1.7M0.02%+15113F-HRTimeline
Circle Wealth Management, LLC6,270$1.7M0.02%+1213F-HRTimeline
Indivisible Partners6,256$1.69M0.15%+2,86513F-HRTimeline
New Insight Wealth Advisors6,244$1.69M0.61%+2,39213F-HRTimeline
All Terrain Financial Advisors, LLC6,237$1.69M0.53%+40713F-HRTimeline
Goldenstone Wealth Management LLC6,229$1.69M1.23%+813F-HRTimeline
Royal Capital Wealth Management, LLC6,224$1.68M1.05%-3713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,212$1.68M0.01%-4,87113F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC6,208$1.68M1.22%+3,62313F-HRTimeline
Advisory Alpha, LLC6,174$1.67M0.05%+66913F-HRTimeline
Dana Investment Advisors, Inc.6,148$1.66M0.05%-2,49713F-HRTimeline
Clear Creek Financial Management, LLC6,147$1.66M0.13%+1,88513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,145$1.66M0.92%-2013F-HRTimeline
Stenger Family Office, LLC6,138$1.66M0.29%-54813F-HRTimeline
Sowell Financial Services LLC6,137$1.66M0.06%-6,41313F-HRTimeline
Supplemental Annuity Collective Trust o…6,133$1.66M0.47%+1,83313F-HRTimeline
J.Safra Asset Management Corp6,116$1.66M0.09%+30913F-HRTimeline
Birchwood Financial Partners, Inc.6,107$1.65M1.59%+313F-HRTimeline
Kesler, Norman & Wride, LLC6,104$1.65M0.28%+80713F-HRTimeline
Permanens Capital L.P.6,085$1.65M0.21%-4,06513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,083$1.65M0.12%+2,10213F-HRTimeline
CoreFirst Bank & Trust6,082$1.65M0.87%+4,04313F-HRTimeline
Constitution Capital LLC6,082$1.65M0.82%-66013F-HRTimeline
Delta Global Management LP6,050$1.64M0.13%new13F-HRTimeline
Ulland Investment Advisors, LLC6,029$1.63M1.4%-39413F-HRTimeline
Meiji Yasuda America Inc6,021$1.63M0.4%-8213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…6,007$1.63M0.55%-66513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VIKING FUND MANAGEMENT LLC6,000$1.62M0.17%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC6,159$1.61M0.02%+4,32413F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC5,950$1.61M0.13%-54,04913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…5,947$1.61M0.19%-12913F-HRTimeline
Osprey Private Wealth LLC5,932$1.61M0.46%-6213F-HRTimeline
Cassaday & Co Wealth Management LLC5,930$1.6M0.03%-2,81813F-HRTimeline
Premier Path Wealth Partners, LLC5,928$1.6M0.21%+1,15813F-HRTimeline
Shoker Investment Counsel, Inc.5,914$1.6M0.48%-1,71713F-HRTimeline
Affiance Financial, LLC5,897$1.6M0.26%+613F-HRTimeline
Connecticut Wealth Management, LLC5,888$1.59M0.07%-67013F-HRTimeline
Evergreen Wealth Management, LLC5,881$1.59M0.82%+6713F-HRTimeline
PFG Advisors5,856$1.58M0.08%-70013F-HRTimeline
Donoghue Forlines LLC5,837$1.58M0.44%new13F-HRTimeline
111 Capital5,834$1.58M0.39%+1,21413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,820$1.57M0.03%-1,84313F-HRTimeline
Cherokee Insurance Co5,800$1.57M0.6%013F-HRTimeline
Headlands Technologies LLC5,787$1.57M0.18%new13F-HRTimeline
CITY HOLDING CO5,778$1.56M0.2%-3,25413F-HRTimeline
RFG Advisory, LLC5,741$1.55M0.03%-45813F-HRTimeline
Brown Shipley& Co Ltd5,740$1.55M0.93%-4,37413F-HRTimeline
Valmark Advisers, Inc.5,733$1.55M0.02%-8513F-HRTimeline
Parkside Financial Bank & Trust5,731$1.55M0.12%-1,09013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,727$1.55M0.15%-30113F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC5,726$1.55M1.59%13F-HRTimeline
DOVER ADVISORS, LLC5,714$1.55M0.64%-15813F-HRTimeline
Birch Capital Management, LLC5,681$1.54M0.81%-17813F-HRTimeline
Accurate Wealth Management, LLC5,045$1.54M0.18%+29113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV5,677$1.54M0.31%+67813F-HRTimeline
SWS Partners5,672$1.53M0.38%+1,13513F-HRTimeline
Nicholson Wealth Management Group, LLC5,661$1.53M0.89%+13313F-HRTimeline
Magnus Financial Group LLC5,632$1.52M0.12%-67513F-HRTimeline
Aventura Private Wealth, LLC5,632$1.52M0.56%-11113F-HRTimeline
BOSTON FAMILY OFFICE LLC5,601$1.52M0.1%-72413F-HRTimeline
Wealth Architects, LLC5,602$1.52M0.14%+35413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,580$1.51M0.21%+93113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,550$1.5M0.05%+12013F-HR/ATimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…5,534$1.5M0.09%+44613F-HRTimelineGroup
Crestwood Advisors Group, LLC5,530$1.5M0.03%-36813F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC5,501$1.49M0.09%new13F-HRTimelineGroup
LRT Capital Management, LLC5,465$1.48M1.38%-24713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,450$1.47M0.04%-1,48413F-HRTimeline
Sunbelt Securities, Inc.5,429$1.47M0.09%+4,01313F-HRTimeline
Tyche Wealth Partners LLC5,410$1.46M0.23%-32613F-HRTimeline
Blueshift Asset Management, LLC5,401$1.46M0.44%+4,60513F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC5,400$1.46M0.53%+36413F-HRTimelineGroup
Elmwood Wealth Management, Inc.5,398$1.46M0.4%-26413F-HRTimeline
Financial Engines Advisors L.L.C.5,396$1.46M<0.01%+34513F-HRTimeline
Sargent Investment Group, LLC5,388$1.46M0.19%+26213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,392$1.46M0.18%+36313F-HRTimeline
Samalin Investment Counsel, LLC5,380$1.46M0.52%-32313F-HRTimeline
Hilltop National Bank5,377$1.45M0.35%+29313F-HRTimeline
Limestone Investment Advisors LP5,374$1.45M0.71%new13F-HRTimeline
Fischer Financial Services, Inc.5,370$1.45M0.49%-1,56313F-HRTimeline
Schear Investment Advisers, LLC5,361$1.45M0.64%+9213F-HRTimeline
Berkeley Capital Partners, LLC5,360$1.45M0.34%+1,37313F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…5,357$1.45M0.67%new13F-HRTimelineGroup
Geneos Wealth Management Inc.5,357$1.45M0.03%-34513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,356$1.45M0.14%+1,43013F-HRTimeline
Everhart Financial Group, Inc.5,347$1.45M0.12%+94513F-HRTimeline
Greenline Partners, LLC5,330$1.44M0.16%-1,08313F-HRTimeline
Altura Wealth Advisors Inc.5,322$1.44M0.63%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…5,318$1.44M0.08%+1,97513F-HRTimeline
CVFG LLC5,295$1.43M0.18%+4,46713F-HRTimeline
Broderick Brian C5,286$1.43M0.26%-6,55813F-HRTimeline
Gen-Wealth Partners Inc5,284$1.43M0.45%+28613F-HRTimeline
Manchester Capital Management LLC5,282$1.43M0.21%-11713F-HRTimeline
Murphy Pohlad Asset Management LLC5,280$1.43M0.51%-23513F-HRTimeline
Cladis Investment Advisory, LLC5,269$1.43M0.78%+1,31113F-HRTimeline
DB Fitzpatrick & Co, Inc5,268$1.43M1.22%+55613F-HRTimeline
Financial Synergies Wealth Advisors, In…5,247$1.42M0.14%-5913F-HRTimeline
Whalen Wealth Management Inc.5,247$1.42M0.76%+1,47213F-HRTimeline
High Note Wealth, LLC5,224$1.41M0.28%+39613F-HRTimeline
Avantax Planning Partners, Inc.5,219$1.41M0.04%-76013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…5,216$1.41M2.05%new13F-HRTimelineGroup
Larson Financial Group LLC5,212$1.41M0.05%-56913F-HRTimeline
Piscataqua Savings Bank5,208$1.41M0.99%-1713F-HRTimeline
GW&K Investment Management, LLC5,174$1.4M0.01%-76,74513F-HRTimeline
Apella Capital, LLC4,312$1.4M0.02%+1,16613F-HRTimeline
Paragon Capital Management LLC5,159$1.4M0.69%-2613F-HRTimeline
Shum Financial Group, Inc.5,157$1.4M0.99%+8213F-HRTimeline
LOM Asset Management Ltd5,140$1.39M0.4%-23713F-HRTimeline
GTS SECURITIES LLC5,132$1.39M0.05%-12,40013F-HRTimeline
Paralel Advisors LLC5,105$1.38M0.06%013F-HRTimeline
PRIVATE TRUST CO NA5,101$1.38M0.12%-99113F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,096$1.38M0.38%-6413F-HRTimeline
Bridgewater Advisors Inc.4,637$1.38M0.08%+38313F-HRTimeline
Meridian Wealth Advisors, LLC5,091$1.38M0.18%-6,28813F-HRTimeline
Archer Investment Corp5,063$1.37M0.29%-72113F-HRTimeline
Kassira Wealth Management LLC5,063$1.37M1.26%+33913F-HRTimeline
IMA Advisory Services, Inc.5,059$1.37M0.13%+4313F-HRTimeline
ANB BANK5,054$1.37M0.55%+45813F-HRTimeline
Modern Wealth Management, LLC4,976$1.36M0.02%-25713F-HRTimeline
GLOBALT Investments LLC / GA5,020$1.36M0.05%-18013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,011$1.36M0.15%-3813F-HRTimeline
Crossingbridge Advisors, LLC5,000$1.35M0.24%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.4,995$1.35M0.23%+1,05313F-HRTimelineGroup
Prestige Wealth Management Group LLC4,995$1.35M0.27%+12213F-HRTimeline
Generali Investments, Management Co LLC4,994$1.35M0.31%-4,36713F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,994$1.35M0.45%+813F-HRTimeline
Cardinal Point Capital Management ULC4,991$1.35M0.08%+19513F-HRTimeline
Avestar Capital, LLC4,989$1.35M0.09%+5613F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,984$1.35M0.02%-2,19913F-HRTimeline
WEALTH EFFECTS LLC4,967$1.34M0.48%-6913F-HRTimeline
Edgestream Partners, L.P.4,963$1.34M0.04%-29713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,960$1.34M0.04%+24713F-HRTimeline
Stablepoint Partners, LLC4,951$1.34M0.2%+31913F-HRTimeline
Moors & Cabot, Inc.4,949$1.34M0.06%-36813F-HRTimeline
Pacific Point Advisors, LLC4,937$1.34M0.7%-9113F-HRTimeline
Diversified Enterprises, LLC4,911$1.33M0.07%+16713F-HRTimeline
Town & Country Bank & Trust CO dba Firs…4,898$1.33M0.45%+29013F-HRTimeline
Convergence Financial, LLC4,818$1.32M0.14%+4,04013F-HRTimeline
Tranquility Partners, LLC4,877$1.32M0.5%-16613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,873$1.32M0.3%+9213F-HRTimeline
Independent Solutions Wealth Management…4,866$1.32M0.19%+36013F-HRTimeline
FAGAN ASSOCIATES, INC.4,864$1.32M0.18%-2513F-HRTimeline
Formidable Asset Management, LLC3,985$1.32M0.2%-24713F-HRTimeline
Scott & Selber, Inc.4,854$1.31M0.34%-1513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,839$1.31M0.14%+2813F-HRTimeline
Triad Wealth Partners, LLC4,826$1.31M0.1%+48913F-HRTimeline
SHUFRO ROSE & CO LLC4,807$1.3M0.09%-21513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,232$1.3M0.07%-21413F-HR/ATimeline
SilverOak Wealth Management LLC4,789$1.3M0.2%-30113F-HRTimeline
Richard W. Paul & Associates, LLC4,776$1.29M0.43%+25713F-HRTimeline
Balentine LLC4,756$1.29M0.05%+19813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,717$1.28M0.03%+2,44013F-HRTimeline
Third View Private Wealth, LLC4,713$1.28M0.17%+37713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC4,695$1.27M0.08%-1,09113F-HRTimeline
LINCOLN CAPITAL CORP4,692$1.27M0.47%+1,00413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,683$1.27M0.15%-58813F-HRTimeline
One Capital Management, LLC4,681$1.27M0.03%+27113F-HRTimeline
Navera Investment Management Ltd.4,680$1.27M0.03%-1,42013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,670$1.26M0.09%-17213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,651$1.26M0.02%-74913F-HRTimeline