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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FOUNDERS FINANCIAL SECURITIES LLC6,969$3.53M0.32%+1013F-HRTimeline
Sargent Investment Group, LLC6,507$3.52M0.58%+1,77213F-HRTimeline
S&T Bank/PA6,955$3.52M1.12%-73113F-HRTimeline
Bensler, LLC6,923$3.5M0.42%-15513F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,916$3.5M0.1%+13313F-HRTimeline
R.H. Investment Group, LLC6,885$3.48M3.28%13F-HRTimeline
Nilsine Partners, LLC6,855$3.47M0.37%+9313F-HRTimeline
Birch Capital Management, LLC6,854$3.47M1.75%-20313F-HRTimeline
BRADY FAMILY WEALTH, LLC6,852$3.47M1.06%+23613F-HRTimeline
SLT Holdings LLC6,838$3.46M3.28%13F-HRTimeline
BARINGS LLCin group BARINGS LLC6,803$3.44M0.08%+64313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,802$3.44M0.1%+20313F-HRTimeline
Citizens Business Bank6,795$3.44M0.64%-1,61313F-HRTimeline
Te Ahumairangi Investment Management Ltd6,776$3.43M0.72%-1,00013F-HRTimeline
Modern Wealth Management, LLC6,770$3.42M0.13%+31913F-HR/ATimeline
Piscataqua Savings Bank6,733$3.41M2.93%-29713F-HRTimeline
Beacon Bank & Trust6,705$3.39M0.79%-2113F-HRTimeline
Delta Investment Management, LLC6,696$3.39M0.66%+4,19113F-HRTimeline
Greenline Partners, LLC6,687$3.38M0.47%013F-HRTimeline
Pathway Financial Advisers, LLC6,676$3.38M1.13%+113F-HRTimeline
Arete Wealth Advisors, LLC6,682$3.38M0.24%+1,68113F-HRTimeline
First Horizon Advisors, Inc.6,652$3.37M0.09%+19413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP6,195$3.35M0.6%+22513F-HRTimeline
Signet Investment Advisory Group, Inc.6,623$3.35M1.71%+13613F-HRTimeline
Bay Rivers Group6,610$3.34M1.62%+1,88713F-HRTimeline
Cassaday & Co Wealth Management LLC6,596$3.34M0.09%+56913F-HRTimeline
Snider Financial Group6,580$3.33M1.03%+93813F-HRTimeline
Somerset Trust Co6,573$3.33M1.25%+31013F-HRTimeline
Portside Wealth Group, LLC6,552$3.31M0.55%-3,07813F-HR/ATimeline
Sage Mountain Advisors LLC6,546$3.31M0.24%+1,32313F-HRTimeline
Costello Asset Management, INC6,545$3.31M2.19%-14013F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.6,528$3.3M0.23%new13F-HRTimeline
Composition Wealth, LLC6,509$3.29M0.07%-1,93013F-HRTimeline
Quinn Opportunity Partners LLC6,500$3.29M0.24%new13F-HRTimeline
BOK Financial Private Wealth, Inc.6,486$3.28M0.24%-41313F-HRTimeline
PACK Private Wealth, LLC6,482$3.28M1.93%013F-HRTimeline
Chung Wu Investment Group, LLC6,473$3.27M3.3%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC116,253$3.27M0.14%-41413F-HR/ATimeline
Joel Isaacson & Co., LLC6,468$3.27M0.15%+66213F-HRTimeline
Sava Infond d.o.o.6,450$3.26M0.58%13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,426$3.25M0.2%-1,92513F-HRTimeline
Royal Capital Wealth Management, LLC6,418$3.25M2.28%-5813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,417$3.25M0.34%-3,36013F-HRTimeline
Westover Capital Advisors, LLC6,414$3.24M0.71%-4013F-HRTimeline
L & S Advisors Inc6,412$3.24M0.36%-1313F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,399$3.24M0.21%+14613F-HRTimeline
Rice Partnership, LLC6,389$3.23M0.62%+20413F-HRTimeline
DF DENT & CO INC6,355$3.21M0.04%-1713F-HRTimeline
Columbia Bank5,902$3.21M1.11%+46113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC6,307$3.19M0.67%-2,34613F-HRTimeline
Investment Research & Advisory Group, I…6,306$3.19M1.32%-1813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)6,304$3.19M1.43%+35213F-HRTimeline
Impact Capital Partners LLC6,299$3.19M1.13%13F-HRTimeline
Strategic Advisors LLC6,291$3.18M0.58%+21213F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP6,283$3.18M0.07%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CHANNEL WEALTH LLC6,257$3.17M1.03%-1,02913F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC6,235$3.15M1.05%-3813F-HRTimeline
SPC Financial, Inc.6,228$3.15M0.27%+4,73013F-HRTimeline
Baer Investment Advisory LLC4,065$3.14M3.39%13F-HRTimeline
111 Capital6,195$3.13M0.66%13F-HRTimeline
Insight Wealth Strategies, LLC6,195$3.13M0.42%-19713F-HRTimeline
SBI Securities Co., Ltd.6,148$3.11M0.1%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,141$3.11M0.2%-73,69613F-HRTimeline
Brown Miller Wealth Management, LLC6,110$3.09M1.19%-2613F-HRTimeline
Grove Bank & Trust6,090$3.08M0.43%-1,03913F-HRTimeline
AGP FRANKLIN, LLC6,072$3.07M1.87%13F-HRTimeline
Stonebrook Private Inc.6,071$3.07M0.8%+61813F-HRTimeline
Parisi Gray Wealth Management6,068$3.07M0.98%-71713F-HRTimeline
Keel Point, LLC6,046$3.06M0.24%+37913F-HRTimeline
Fortis Group Advisors, LLC6,042$3.06M0.57%+5713F-HRTimeline
DOVER ADVISORS, LLC5,995$3.03M1.74%-58313F-HRTimeline
FOSTER & MOTLEY INC5,982$3.03M0.2%-10713F-HRTimeline
Affiance Financial, LLC5,978$3.02M0.72%+1613F-HRTimeline
Parkside Financial Bank & Trust5,971$3.02M0.4%+10713F-HRTimeline
Patten Group, Inc.5,961$3.02M0.67%+28213F-HRTimeline
SENTINEL TRUST CO LBA5,951$3.01M0.35%+26113F-HRTimeline
BKM Wealth Management, LLC5,927$3M1.23%+45413F-HRTimeline
Gifford Fong Associates5,918$2.99M0.73%013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.5,906$2.99M0.44%+2,51513F-HRTimeline
Gryphon Financial Partners LLC5,891$2.98M0.43%-5713F-HRTimeline
Greenfield Savings Bank5,887$2.98M1.43%-6013F-HRTimeline
Whitener Capital Management, Inc.5,884$2.98M0.83%+13013F-HRTimeline
Davidson Capital Management Inc.5,876$2.97M0.78%+28913F-HRTimeline
Sepio Capital, LP5,871$2.97M0.24%-19713F-HRTimeline
Brooklyn Investment Group5,870$2.97M0.88%-34213F-HRTimeline
Northside Capital Management, LLC5,863$2.97M0.79%013F-HRTimeline
Rossmore Private Capital5,860$2.96M0.37%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,856$2.96M0.21%-2,65813F-HRTimeline
FAGAN ASSOCIATES, INC.5,852$2.96M0.47%-14013F-HRTimeline
Second Line Capital, LLC5,849$2.96M0.8%+81213F-HRTimeline
Accent Capital Management, LLC5,843$2.96M1.68%-1,12313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,824$2.95M0.39%+17013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC5,819$2.94M0.96%+75813F-HRTimeline
Paragon Advisors, LLC5,818$2.94M1.01%-91013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,812$2.94M0.97%+2,58413F-HRTimeline
Cherokee Insurance Co5,800$2.93M1.33%13F-HRTimeline
Cunning Capital Partners, LP5,780$2.92M1.75%013F-HRTimeline
Shepherd Financial Partners LLC5,776$2.92M0.35%-10013F-HRTimeline
ANDERSON HOAGLAND & CO5,723$2.92M0.3%-5413F-HRTimeline
V-Square Quantitative Management LLC5,762$2.91M0.41%+41613F-HRTimeline
Rehmann Capital Advisory Group5,756$2.91M0.18%+13713F-HRTimeline
Bayesian Capital Management, LP5,707$2.89M0.35%new13F-HRTimeline
Berry Wealth Group, LP5,702$2.88M2.08%+33713F-HRTimeline
Osprey Private Wealth LLC5,675$2.87M2%+83513F-HRTimeline
Ted Buchan & Co5,671$2.87M1.35%+1,39313F-HRTimeline
Glen Eagle Advisors, LLC5,643$2.85M0.47%-98013F-HRTimeline
Shorepoint Capital Partners LLC5,633$2.85M0.65%-3,31213F-HRTimeline
LECAP ASSET MANAGEMENT LTD5,633$2.85M0.77%+4,62213F-HRTimeline
Lineweaver Wealth Advisors, LLC5,610$2.85M0.53%-1,98113F-HRTimeline
Wealth Architects, LLC5,609$2.84M0.32%-8513F-HRTimeline
Elmwood Wealth Management, Inc.5,603$2.83M1.14%-12013F-HRTimeline
Legacy Financial Advisors, Inc.5,597$2.83M0.47%+9813F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,507$2.81M1.9%+23213F-HRTimeline
RENASANT BANK5,549$2.81M1.82%-32613F-HRTimeline
Premier Path Wealth Partners, LLC5,545$2.81M0.43%-13413F-HRTimeline
AIMZ Investment Advisors, LLC5,531$2.8M0.97%-10013F-HRTimeline
Strategic Financial Services, Inc.5,519$2.79M0.17%-1413F-HRTimeline
Palumbo Wealth Management LLC5,505$2.78M1.04%+62813F-HRTimeline
Van Cleef Asset Management,Inc5,503$2.78M0.31%-513F-HRTimeline
Counterweight Ventures, LLC5,475$2.77M1.96%+8913F-HRTimeline
Elefante Mark B5,452$2.76M2.52%13F-HRTimeline
KKM Financial LLC5,439$2.75M1.15%+20613F-HRTimeline
TFR Capital, LLC.5,436$2.75M1.37%13F-HRTimeline
RB Capital Management, LLC5,415$2.74M0.64%+3413F-HRTimeline
Cetera Trust Company, N.A5,415$2.74M1.78%-25013F-HRTimeline
Smithfield Trust Co5,382$2.74M0.14%-1,11813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC5,381$2.72M1.19%-2,23513F-HRTimeline
Welch & Forbes LLC5,322$2.69M0.03%+28413F-HRTimeline
Manchester Capital Management LLC5,321$2.69M0.31%-4013F-HRTimeline
MATHER GROUP, LLC.5,319$2.69M0.03%+19813F-HRTimeline
Victrix Investment Advisors5,316$2.69M1.94%13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,279$2.67M1.69%-1,15713F-HRTimeline
Marion Wealth Management5,261$2.66M0.71%+12913F-HRTimeline
Kathmere Capital Management, LLC5,258$2.66M0.24%-23613F-HRTimeline
Richwood Investment Advisors, LLC5,247$2.65M2.21%+2013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC5,245$2.65M1.32%+12713F-HRTimeline
Canopy Partners, LLC5,244$2.65M1.01%+79413F-HRTimeline
Hartford Funds Management Co LLC5,217$2.64M0.24%-13313F-HRTimeline
TRUST POINT INC.5,205$2.63M0.18%+79613F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC5,195$2.63M0.33%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,192$2.63M0.39%-28013F-HRTimeline
My Legacy Advisors, LLC4,812$2.61M1.01%+7813F-HRTimeline
Summit Place Financial Advisors, LLC5,162$2.61M1.49%+24913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,159$2.61M0.1%-6913F-HRTimeline
WEALTH ALLIANCE, LLC5,158$2.61M0.31%-26813F-HRTimeline
BOSTON FAMILY OFFICE LLC5,158$2.61M0.18%-3313F-HRTimeline
Aventura Private Wealth, LLC5,154$2.61M1.4%13F-HRTimeline
COUNTRY CLUB BANK5,129$2.6M0.17%-17613F-HRTimeline
Formidable Asset Management, LLC5,129$2.59M0.43%-18813F-HRTimeline
Circle Wealth Management, LLC5,118$2.59M0.06%+1313F-HRTimeline
SIMON QUICK ADVISORS, LLC5,101$2.58M0.15%-3313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC5,096$2.58M1.02%-11013F-HRTimeline
Fairbanks Capital Management, Inc.5,081$2.57M1.6%-2,39513F-HRTimeline
Paralel Advisors LLC5,079$2.57M0.11%+46413F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC5,069$2.56M1.06%+10113F-HRTimeline
ROI Financial Advisors, LLC5,031$2.54M1.73%-21613F-HRTimeline
Sound View Wealth Advisors Group, LLC5,013$2.54M0.2%-2,28513F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,013$2.54M0.17%+20913F-HRTimeline
Schear Investment Advisers, LLC5,013$2.54M1.35%+11713F-HRTimeline
KP Management LLC5,000$2.53M0.89%-1,50013F-HRTimeline
Manhattan West Asset Management, LLC4,985$2.52M0.68%+22413F-HRTimeline
Magnus Financial Group LLC4,973$2.52M0.24%-4013F-HRTimeline
LM Advisors LLC4,953$2.51M0.45%+46513F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT4,936$2.5M0.3%-45813F-HRTimeline
Ameliora Wealth Management Ltd.4,919$2.49M0.93%013F-HRTimeline
Moser Wealth Advisors, LLC4,900$2.48M1.29%-4013F-HRTimeline
Greater Midwest Financial Group, LLC4,897$2.48M1.57%+35113F-HRTimeline
Consilium Wealth Advisory, LLC4,895$2.48M1.18%+46913F-HRTimeline
Apexium Financial, LP4,894$2.48M0.15%-12713F-HRTimeline
Triangle Securities Wealth Management4,887$2.47M0.63%+76713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WRAPMANAGER INC4,872$2.46M0.63%-19313F-HRTimeline
CNB Bank4,870$2.46M1.14%+17313F-HRTimeline
Fosun International Ltd4,868$2.46M0.77%-3,33313F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC4,833$2.46M1.55%013F-HRTimeline
MEANS INVESTMENT CO., INC.4,862$2.46M0.26%+26213F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT4,857$2.46M1.21%-4513F-HRTimeline
Symphony Financial, Ltd. Co.4,684$2.45M0.39%-1,95613F-HRTimeline
HARVEY INVESTMENT CO LLC4,841$2.45M0.28%+19013F-HRTimeline
ELWOOD CAPITAL PARTNERS LP4,837$2.45M3.46%13F-HRTimeline
OAKWORTH CAPITAL, INC.4,835$2.45M0.17%+37713F-HRTimeline
Ninety One SA (Pty) Ltd4,822$2.44M0.54%-3,04213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,800$2.43M0.21%+1,57213F-HRTimelineGroup
Great Diamond Partners, LLC4,797$2.43M0.63%-113F-HRTimeline
DOHJ, LLC4,789$2.42M0.56%+9713F-HRTimeline
SIG BROKERAGE, LP4,756$2.41M1.13%13F-HRTimeline
OARSMAN CAPITAL, INC.4,743$2.4M0.42%+64913F-HRTimeline
TrinityPoint Wealth, LLC4,733$2.39M0.34%-4213F-HRTimeline
Boomfish Wealth Group, LLC4,726$2.39M1.45%+15913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,719$2.39M0.64%-213F-HRTimeline
BigSur Wealth Management LLC4,718$2.39M0.68%013F-HRTimeline
Hilltop National Bank4,716$2.39M0.72%-2913F-HRTimeline
Brown Financial Advisors4,688$2.37M0.95%-5413F-HRTimeline
Tyche Wealth Partners LLC4,683$2.37M0.5%+31813F-HRTimeline
TigerOak Management, L.L.C.4,667$2.36M0.86%13F-HRTimeline
CFM WEALTH PARTNERS LLC4,666$2.36M0.4%+27013F-HRTimeline
Wealth Alliance Advisory Group, LLC4,661$2.36M0.5%-3913F-HRTimeline
Court Place Advisors, LLC4,659$2.36M0.76%-3013F-HRTimeline
Secure Asset Management, LLC4,659$2.36M0.36%+46213F-HRTimeline
WP Advisors, LLC4,657$2.36M0.78%+2913F-HRTimeline
Papamarkou Wellner Asset Management inc.4,655$2.35M1.62%13F-HRTimeline