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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
FLPUTNAM INVESTMENT MANAGEMENT CO4,550$1.89M0.02%-10113F-HRTimeline
Radnor Capital Management, LLC4,530$1.88M0.26%-7413F-HRTimeline
Knollwood Investment Advisory, LLC4,523$1.88M0.17%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,523$1.88M0.03%-46113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC4,521$1.88M0.1%-17413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,507$1.87M0.11%+21713F-HRTimeline
JNBA Financial Advisors4,505$1.87M0.14%+7613F-HRTimeline
SENTINEL TRUST CO LBA4,504$1.87M0.17%-10013F-HRTimeline
Walser Wealth Management Company, A Ltd…4,503$1.87M0.78%+31713F-HRTimeline
SWEENEY & MICHEL, LLC4,597$1.87M0.49%new13F-HRTimeline
Narwhal Capital Management4,500$1.87M0.13%-5413F-HRTimeline
OARSMAN CAPITAL, INC.4,497$1.87M0.2%+4513F-HRTimeline
WEALTH ALLIANCE, LLC4,490$1.87M0.16%+1,41313F-HRTimeline
FLOYD FINANCIAL GROUP LLC4,365$1.86M1.21%-2,84413F-HRTimeline
Cooper Financial Group4,459$1.85M0.15%+42013F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.4,458$1.85M<0.01%-102,29213F-HRTimelineGroup
LINCOLN CAPITAL CORP4,445$1.85M0.6%-24713F-HRTimeline
Frisch Financial Group, Inc.4,442$1.85M0.32%+213F-HRTimeline
Mechanics Bank Trust Department4,425$1.84M0.23%+3413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,423$1.84M0.18%+17013F-HRTimeline
Financial Engines Advisors L.L.C.4,408$1.83M<0.01%-98813F-HRTimeline
Heartwood Wealth Advisors LLC4,407$1.83M0.14%+35013F-HRTimeline
Aspen Grove Capital, LLC4,395$1.83M0.26%+3513F-HRTimeline
Thompson David Blair4,388$1.82M0.91%-24013F-HRTimeline
Neo Ivy Capital Management4,386$1.82M0.42%-6,38613F-HRTimeline
Consilium Wealth Advisory, LLC4,385$1.82M0.54%+1,86813F-HRTimeline
NORDEN GROUP LLC4,365$1.81M0.15%+60713F-HRTimeline
LaSalle St. Investment Advisors, LLC4,364$1.81M0.22%-5,45613F-HRTimeline
Birch Capital Management, LLC4,359$1.81M0.89%-1,32213F-HRTimeline
Balentine LLC4,352$1.81M0.06%-40413F-HRTimeline
Zuckerman Investment Group, LLC4,351$1.81M0.15%-3313F-HRTimeline
Chancellor Financial Group WB LP4,320$1.8M1.11%+7713F-HRTimeline
Fulcrum Asset Management LLP4,274$1.79M0.18%-4,82613F-HRTimeline
Private Wealth Asset Management, LLC4,313$1.79M0.17%-13413F-HRTimeline
George Kaiser Family Foundation4,305$1.79M0.17%+1,91013F-HRTimeline
Waterloo Capital, L.P.4,304$1.79M0.1%+2,03813F-HRTimeline
SUMITOMO LIFE INSURANCE CO4,301$1.79M0.03%-25213F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC4,300$1.79M2.65%013F-HRTimeline
Financial Perspectives, Inc4,284$1.78M0.43%+113F-HRTimeline
HARVEY INVESTMENT CO LLC4,265$1.77M0.19%-37013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,253$1.77M0.25%+20713F-HRTimelineGroup
MeadowBrook Investment Advisors LLC4,250$1.77M1.4%-17913F-HRTimeline
Cambria Investment Management, L.P.4,249$1.77M0.09%+1,12913F-HRTimeline
Navera Investment Management Ltd.4,230$1.76M0.05%-45013F-HRTimeline
EPIQ PARTNERS, LLC4,227$1.76M0.75%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,218$1.75M0.01%-13,24113F-HRTimelineGroup
STANCE CAPITAL LLC4,207$1.75M0.53%new13F-HRTimeline
Sivia Capital Partners, LLC4,206$1.75M0.21%+3,37613F-HRTimeline
PCM Encore, LLC4,200$1.75M0.31%+1,26513F-HRTimeline
American Investment Services, Inc.4,196$1.74M0.37%+39413F-HRTimeline
ICW Investment Advisors LLC4,176$1.74M0.61%+913F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,167$1.73M0.18%+20513F-HRTimeline
Duncan Williams Asset Management, LLC4,144$1.72M0.39%-1713F-HRTimeline
Ted Buchan & Co4,133$1.72M0.56%-15613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,132$1.72M0.08%+99013F-HRTimelineGroup
Congress Park Capital LLC4,131$1.72M0.46%-17513F-HRTimeline
Financial Advisors Network, Inc.4,119$1.71M0.21%+213F-HRTimeline
Grant Private Wealth Management Inc4,117$1.71M0.72%+1,26313F-HRTimeline
LJI Wealth Management, LLC4,114$1.71M0.24%-21713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,112$1.71M0.46%+64613F-HRTimeline
Bridgewater Advisors Inc.5,308$1.71M0.09%+67113F-HRTimeline
CMH Wealth Management LLC4,093$1.7M0.26%+20513F-HRTimeline
Tweedy, Browne Co LLC4,089$1.7M0.13%+42213F-HRTimeline
Richwood Investment Advisors, LLC4,089$1.7M1.2%-12013F-HRTimeline
First Nebraska Trust Co4,077$1.69M0.14%013F-HRTimeline
Strong Retirement Solutions LLC4,060$1.69M1.01%+19213F-HRTimeline
Souders Financial Advisors4,057$1.69M0.17%+213F-HRTimeline
Van Cleef Asset Management,Inc4,049$1.68M0.17%-513F-HRTimeline
Lewis Asset Management, LLC4,048$1.68M0.59%-29513F-HRTimeline
PFG Advisors4,045$1.68M0.08%-1,81113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV4,041$1.68M1.24%-27013F-HRTimeline
WHITE PINE CAPITAL LLC4,041$1.68M0.4%+113F-HRTimeline
Opal Wealth Advisors, LLC4,040$1.68M0.36%+26813F-HRTimeline
Arjuna Capital4,012$1.67M0.38%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,009$1.67M0.14%+38013F-HR/ATimeline
MJP ASSOCIATES INC /ADV4,005$1.66M0.18%+24313F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…4,000$1.66M0.05%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.4,000$1.66M0.49%013F-HRTimeline
MSH Capital Advisors LLC3,997$1.66M0.29%+24713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC3,985$1.66M0.25%-1113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,982$1.66M0.28%-45513F-HRTimeline
Grove Bank & Trust3,971$1.65M0.16%+35413F-HRTimeline
WEST PACES ADVISORS INC.3,953$1.64M0.28%+73513F-HRTimeline
Manske Wealth Management3,952$1.64M0.41%+1,76313F-HRTimeline
CULLINAN ASSOCIATES INC3,950$1.64M0.12%-20413F-HRTimeline
Moors & Cabot, Inc.3,938$1.64M0.06%-1,01113F-HRTimeline
Canopy Partners, LLC3,932$1.63M0.49%+24213F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC3,930$1.63M0.33%-2,68413F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC3,921$1.63M1.46%-1,80513F-HRTimeline
Dala Group, LLC3,920$1.63M1.34%-12813F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,916$1.63M1.12%013F-HRTimeline
Deseret Mutual Benefit Administrators3,914$1.63M0.53%-23413F-HRTimeline
EMC Capital Management3,731$1.62M0.64%13F-HRTimeline
High Note Wealth, LLC3,898$1.62M0.28%-1,32613F-HRTimeline
Whitener Capital Management, Inc.3,893$1.62M0.34%+1,17113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…3,889$1.62M0.5%-1,00913F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC3,885$1.61M0.02%-61,10813F-HRTimelineGroup
Foster Group, Inc.3,874$1.61M0.04%+34913F-HRTimeline
OAKWORTH CAPITAL, INC.3,786$1.61M0.08%-2913F-HRTimeline
Defiance ETFs, LLC3,760$1.6M0.02%+71113F-HRTimeline
Robertson Stephens Wealth Management, L…3,856$1.6M0.04%-55013F-HRTimeline
Clear Creek Financial Management, LLC3,847$1.6M0.1%-2,30013F-HRTimeline
Capital Wealth Planning, LLC3,845$1.6M0.01%-3513F-HRTimeline
LM Advisors LLC3,823$1.59M0.18%+2,76313F-HRTimeline
Claro Advisors Inc.3,828$1.59M0.17%-22313F-HRTimeline
Elk River Wealth Management LLC3,804$1.58M0.25%013F-HRTimeline
Caldwell Trust Co3,804$1.58M0.13%-7113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,797$1.58M0.15%new13F-HRTimelineGroup
Johnson & White Wealth Management, LLC3,794$1.58M0.59%+6013F-HRTimeline
Storgate, LLC3,792$1.58M0.33%+2,00213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,783$1.57M0.3%+70113F-HR/ATimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,780$1.57M0.1%-36413F-HRTimelineGroup
Fielder Capital Group LLC3,773$1.57M0.34%-713F-HRTimeline
Invst, LLC3,772$1.57M0.15%-29613F-HRTimeline
Oslo Pensjonsforsikring AS3,769$1.57M0.18%-62513F-HRTimeline
PUREfi Wealth, LLC3,743$1.56M0.85%+47413F-HRTimeline
TRUE Private Wealth Advisors3,743$1.56M0.13%-1213F-HRTimeline
Diversified Enterprises, LLC3,740$1.55M0.08%-1,17113F-HRTimeline
Ledyard National Bank3,717$1.54M0.12%-13,66013F-HRTimeline
Zullo Investment Group, Inc.3,712$1.54M0.53%-3113F-HRTimeline
Quotient Wealth Partners, LLC3,712$1.54M0.04%+82113F-HRTimeline
Kenora Financial, LLC3,701$1.54M0.48%+39013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC3,700$1.54M0.44%new13F-HRTimeline
Union Heritage Capital, LLC3,692$1.53M0.52%013F-HRTimeline
Legacy Financial Advisors, Inc.3,684$1.53M0.19%+1,21413F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,680$1.53M0.33%-4,70013F-HRTimeline
Smithfield Trust Co3,678$1.53M0.06%-6413F-HRTimeline
WADDELL & ASSOCIATES, LLC3,667$1.52M0.08%+1,38013F-HRTimeline
SlateStone Wealth, LLC3,637$1.51M0.12%-65713F-HRTimeline
Atom Investors LP3,624$1.51M0.13%+92513F-HRTimeline
Bull Harbor Capital LLC3,623$1.51M0.29%+1,70113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,622$1.51M0.1%+1,75913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,616$1.5M0.34%+13913F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC3,615$1.5M0.72%+50013F-HRTimeline
Larry Mathis Financial Planning, LLC3,615$1.5M1.14%+2,57813F-HR/ATimeline
GABLES CAPITAL MANAGEMENT INC.3,605$1.5M0.54%013F-HRTimeline
Revolve Wealth Partners, LLC3,603$1.5M0.16%+26613F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…5,534$1.5M0.09%013F-HRTimelineGroup
Heartland Bank & Trust Co3,597$1.5M0.31%-5013F-HRTimeline
Westside Investment Management, Inc.3,589$1.49M0.2%-22713F-HRTimeline
American State Bank (Iowa)3,589$1.49M0.61%+45013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,584$1.49M0.2%-5,11513F-HRTimeline
X-Square Capital, LLC3,582$1.49M0.38%+6313F-HRTimeline
Mendel Money Management3,581$1.49M0.54%-94613F-HRTimeline
Townsend & Associates, Inc3,530$1.49M0.13%-1313F-HRTimeline
Oak Asset Management, LLC3,580$1.49M0.48%-18313F-HRTimeline
Ellenbecker Investment Group3,571$1.48M0.17%-17813F-HRTimeline
1776 Wealth LLC3,569$1.48M0.52%013F-HRTimeline
MATHER GROUP, LLC.3,567$1.48M0.01%+42613F-HRTimeline
HOWE & RUSLING INC3,565$1.48M0.09%-15413F-HRTimeline
Versant Capital Management, Inc3,565$1.48M0.13%+63313F-HRTimeline
Aprio Wealth Management, LLC3,560$1.48M0.07%+1,05713F-HRTimeline
RiverFront Investment Group, LLC3,556$1.48M0.02%+23713F-HRTimeline
Cornerstone Wealth Group, LLC3,551$1.48M0.09%+7813F-HRTimeline
Revisor Wealth Management LLC3,548$1.47M0.35%-12313F-HRTimeline
Dempze Nancy E3,546$1.47M0.71%-4,13913F-HRTimeline
LS Investment Advisors, LLC3,536$1.47M0.2%+2,65613F-HRTimeline
Generation Capital Management LLC3,516$1.46M0.9%-3013F-HRTimeline
Fischer Financial Services, Inc.3,512$1.46M0.37%-1,85813F-HRTimeline
Nilsine Partners, LLC3,511$1.46M0.1%+3413F-HRTimeline
Sovran Advisors, LLC3,402$1.46M0.11%+1,34113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC3,494$1.45M0.14%new13F-HRTimeline
CAPITAL & PLANNING, LLC3,492$1.45M0.75%+28913F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…3,500$1.45M2.49%-50013F-HRTimeline
LANARK FINANCIAL, INC.3,488$1.45M0.1%-6813F-HRTimeline
US Asset Management LLC3,477$1.45M1.1%+813F-HRTimeline
Ellevest, Inc.3,451$1.44M0.17%+10213F-HRTimeline
Intellectus Partners, LLC3,453$1.44M0.25%+8613F-HRTimeline
Bernicke Wealth Management, Ltd.3,452$1.43M0.17%-28213F-HRTimeline
BEARING POINT CAPITAL, LLC3,451$1.43M0.19%-1113F-HRTimeline
IFG Advisory, LLC3,445$1.43M0.05%new13F-HRTimeline
Compagnie Lombard Odier SCmA3,439$1.43M0.02%+2,02513F-HRTimeline
Cassia Capital Partners, LLC3,437$1.43M0.69%-4213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,435$1.43M0.73%+2213F-HRTimeline
Hartford Funds Management Co LLC3,419$1.42M0.11%+21213F-HRTimeline
Pictet North America Advisors SA3,419$1.42M0.13%-2113F-HRTimeline
Empirical Asset Management, LLC3,408$1.42M0.32%+95813F-HRTimeline
TLWM3,406$1.42M0.23%+6613F-HRTimeline
Bison Wealth, LLC3,368$1.41M0.13%+48113F-HRTimeline
3Chopt Investment Partners, LLC3,384$1.41M0.26%+67513F-HRTimeline
Evansbrook LLC3,380$1.4M0.84%+813F-HRTimeline
ASPIRIANT, LLC3,379$1.4M0.03%+61913F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP3,377$1.4M<0.01%+61013F-HRTimeline
Ascent Wealth Partners, LLC3,365$1.4M0.14%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,353$1.39M1.07%+96313F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,319$1.39M1.37%-65413F-HRTimeline
Requisite Capital Management, LLC3,338$1.39M0.23%-313F-HRTimeline
St. Johns Investment Management Company…3,335$1.39M0.52%+13413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,335$1.39M0.41%-7713F-HRTimeline
Greenspring Advisors, LLC3,329$1.38M0.08%+13213F-HRTimeline
MCF Advisors LLC3,328$1.38M0.05%+4613F-HRTimeline
PLIMOTH TRUST CO LLC3,318$1.38M0.28%-48913F-HRTimeline
CSU Producer Resources, Inc.3,300$1.37M4.52%013F-HRTimeline
Clare Market Investments LLC3,300$1.37M0.25%+12013F-HRTimeline
BlueStem Wealth Partners, LLC3,281$1.36M0.14%-13513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,271$1.36M0.06%+8513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,268$1.36M0.72%+3013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,252$1.35M0.06%+42913F-HRTimelineGroup
V-Square Quantitative Management LLC3,243$1.35M0.13%-10313F-HRTimeline
Cache Advisors, LLC3,235$1.34M0.11%013F-HRTimeline