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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Confluence Wealth Services, Inc.7,480$3.2M0.2%+61213F-HRTimeline
Parisi Gray Wealth Management6,110$3.2M1.04%+4213F-HRTimeline
Secure Asset Management, LLC6,098$3.19M0.64%+1,43913F-HRTimeline
Paragon Advisors, LLC6,090$3.19M1.21%+27213F-HRTimeline
Davidson Capital Management Inc.6,077$3.18M0.86%+20113F-HRTimeline
Northeast Financial Consultants Inc6,073$3.18M0.14%-4,53313F-HRTimeline
Coastal Bridge Advisors, LLC6,067$3.18M0.29%+4,90013F-HR/ATimeline
WEDGEWOOD PARTNERS INC10,302$3.17M0.64%-45,08213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Portside Wealth Group, LLC6,043$3.16M0.52%-50913F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC6,026$3.16M0.11%+86713F-HRTimeline
NORDEN GROUP LLC6,024$3.16M0.36%-97913F-HRTimeline
FAGAN ASSOCIATES, INC.6,017$3.15M0.53%+16513F-HRTimeline
Baker Avenue Asset Management, LP5,993$3.14M0.1%+4,51313F-HRTimeline
Beacon Bank & Trust5,982$3.13M0.76%-72313F-HRTimeline
Ascent Wealth Partners, LLC5,975$3.13M0.42%-13,51013F-HRTimeline
SevenBridge Financial Group, LLC8,259$3.13M0.62%+3713F-HRTimeline
SteelPeak Wealth, LLC5,969$3.13M0.13%+3,12513F-HRTimeline
DOVER ADVISORS, LLC5,962$3.12M1.36%-3313F-HRTimeline
Greenfield Savings Bank5,951$3.12M1.53%+6413F-HRTimeline
Hartford Funds Management Co LLC5,939$3.11M0.28%+72213F-HRTimeline
Strategic Advisors LLC5,929$3.11M0.6%-36213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,381$3.1M0.26%+41213F-HRTimeline
Gifford Fong Associates5,918$3.1M0.77%013F-HRTimeline
Marion Wealth Management5,917$3.1M0.83%+65613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,913$3.1M0.32%-50413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT5,910$3.1M0.11%-3,41013F-HRTimeline
Ted Buchan & Co5,900$3.09M1.46%+22913F-HRTimeline
Elefante Mark B5,900$3.09M2.45%+44813F-HRTimeline
Northside Capital Management, LLC5,897$3.09M0.5%+3413F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,879$3.08M0.21%-52013F-HRTimeline
Sargent Investment Group, LLC5,855$3.07M0.49%-65213F-HRTimeline
Clarius Group, LLC5,845$3.06M0.19%-1,20813F-HRTimeline
Affiance Financial, LLC5,838$3.06M0.71%-14013F-HRTimeline
Park Place Capital Corp5,824$3.05M0.83%+1,41113F-HRTimeline
Rossmore Private Capital5,813$3.04M0.37%-4713F-HRTimeline
Shepherd Financial Partners LLC5,811$3.04M0.36%+3513F-HRTimeline
BOSTON FAMILY OFFICE LLC5,805$3.04M0.22%+64713F-HRTimeline
Cherokee Insurance Co5,800$3.04M1.34%013F-HRTimeline
KKM Financial LLC5,791$3.03M1.28%+35213F-HRTimeline
Wealth Architects, LLC5,782$3.03M0.33%+17313F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/5,776$3.03M0.4%-4813F-HRTimeline
LITTLE HOUSE CAPITAL LLC5,773$3.02M0.83%-6,85613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,762$3.02M1.03%-5013F-HRTimeline
Van Hulzen Asset Management, LLC5,750$3.01M0.27%-16,53113F-HRTimeline
Inscription Capital, LLC6,087$3.01M0.5%13F-HRTimeline
LRT Capital Management, LLC5,748$3.01M2.06%+2,32113F-HRTimeline
Cunning Capital Partners, LP5,747$3.01M1.92%-3313F-HRTimeline
Rehmann Capital Advisory Group5,745$3.01M0.19%-1113F-HRTimeline
Keeler Thomas Management LLC5,736$3M1.47%-5,39513F-HRTimeline
OSSIAM5,715$2.99M0.04%-15,41213F-HRTimeline
Brown Financial Advisors5,700$2.99M1.23%+1,01213F-HRTimeline
SENTINEL TRUST CO LBA5,698$2.98M0.35%-25313F-HRTimeline
Sepio Capital, LP5,688$2.98M0.24%-18313F-HRTimeline
Piscataqua Savings Bank5,677$2.97M2.63%-1,05613F-HRTimeline
Legacy Financial Advisors, Inc.5,676$2.97M0.5%+7913F-HRTimeline
Manchester Capital Management LLC5,674$2.97M0.36%+35313F-HRTimeline
Counterweight Ventures, LLC5,662$2.97M2.13%+18713F-HRTimeline
Berbice Capital Management LLC5,630$2.95M2.54%-1,37113F-HRTimeline
Patten Group, Inc.5,628$2.95M0.68%-33313F-HRTimeline
Berry Wealth Group, LP5,625$2.95M2.3%-7713F-HRTimeline
RENASANT BANK5,612$2.94M1.95%+6313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,601$2.93M0.13%-110,65213F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,600$2.93M0.07%+1,81213F-HRTimelineGroup
AIMZ Investment Advisors, LLC5,578$2.92M1.02%+4713F-HRTimeline
Summit Place Financial Advisors, LLC5,539$2.9M1.64%+37713F-HRTimeline
Cetera Trust Company, N.A5,515$2.89M1.84%+10013F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,513$2.89M1.43%+1,41713F-HRTimeline
Invst, LLC5,491$2.88M0.39%+4,10213F-HRTimeline
V-Square Quantitative Management LLC5,476$2.87M0.42%-28613F-HRTimeline
Strategic Financial Services, Inc.5,460$2.86M0.17%-5913F-HRTimeline
Smithfield Trust Co5,435$2.85M0.14%+5313F-HRTimeline
Elmwood Wealth Management, Inc.5,428$2.84M1.17%-17513F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,393$2.82M0.18%+38013F-HRTimeline
Victrix Investment Advisors5,575$2.82M1.48%+25913F-HRTimeline
RB Capital Management, LLC5,382$2.82M0.69%-3313F-HRTimeline
MOKAN Wealth Management Inc.5,361$2.81M1.69%+79013F-HRTimeline
Crestwood Advisors Group, LLC5,357$2.81M0.05%+1,21013F-HRTimeline
Shay Capital LLC5,353$2.8M0.82%+3,85313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,351$2.8M0.18%-1,07513F-HRTimeline
Rockingstone Advisors LLC5,334$2.79M1.26%+2,71813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC5,316$2.78M1.26%-6513F-HRTimeline
Manhattan West Asset Management, LLC5,297$2.77M0.71%+31213F-HRTimeline
FOSTER & MOTLEY INC5,290$2.77M0.17%-69213F-HRTimeline
RFG Advisory, LLC5,263$2.76M0.07%+62813F-HRTimeline
BARINGS LLCin group BARINGS LLC5,255$2.75M0.07%-1,54813F-HRTimelineGroup
Generali Investments, Management Co LLC5,221$2.73M0.78%+75713F-HRTimeline
Premier Path Wealth Partners, LLC5,219$2.73M0.43%-32613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,200$2.72M0.2%+1,40013F-HRTimeline
Aventura Private Wealth, LLC5,196$2.72M1.43%+4213F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC5,191$2.72M1.46%-5413F-HRTimeline
Consilium Wealth Advisory, LLC5,177$2.71M1.36%+28213F-HRTimeline
Formidable Asset Management, LLC5,177$2.71M0.45%+4813F-HRTimeline
WEALTH ALLIANCE, LLC5,166$2.71M0.33%+813F-HRTimeline
Fosun International Ltd5,157$2.7M0.76%+28913F-HRTimeline
Delta Global Management LP5,140$2.69M0.19%new13F-HRTimeline
Greater Midwest Financial Group, LLC5,138$2.69M1.88%+24113F-HRTimeline
WOLVERINE TRADING, LLC5,213$2.69M0.09%-18,65913F-HRTimeline
Boomfish Wealth Group, LLC5,131$2.69M1.74%+40513F-HRTimeline
Richwood Investment Advisors, LLC5,110$2.68M2.28%-13713F-HRTimeline
WP Advisors, LLC5,095$2.67M0.89%+43813F-HRTimeline
Fairbanks Capital Management, Inc.5,089$2.67M1.71%+813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,084$2.66M0.43%+3,66313F-HRTimeline
Paralel Advisors LLC5,079$2.66M0.11%013F-HRTimeline
GTS SECURITIES LLC5,058$2.65M0.11%+49813F-HRTimeline
Magnus Financial Group LLC5,046$2.64M0.26%+7313F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC5,043$2.64M1.22%-2613F-HRTimeline
DOHJ, LLC5,036$2.64M0.6%+24713F-HRTimeline
Canopy Partners, LLC5,036$2.64M1.03%-20813F-HRTimeline
Apexium Financial, LP5,035$2.64M0.16%+14113F-HRTimeline
Lineweaver Wealth Advisors, LLC5,009$2.63M0.45%-60113F-HRTimeline
Sivik Global Healthcare LLC5,000$2.62M1.43%-7,50013F-HRTimeline
KP Management LLC5,000$2.62M1.01%013F-HRTimeline
Savvy Advisors, Inc.4,991$2.61M0.26%+63913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,976$2.61M0.44%+85813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT4,970$2.6M0.52%+1,02213F-HRTimeline
OARSMAN CAPITAL, INC.4,967$2.6M0.47%+22413F-HRTimeline
Ameliora Wealth Management Ltd.4,964$2.6M0.98%+4513F-HRTimeline
GRIES FINANCIAL LLC4,956$2.6M0.5%+3,16513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,944$2.59M0.32%+813F-HRTimeline
Diversified Enterprises, LLC4,915$2.57M0.22%+1,12213F-HRTimeline
Triangle Securities Wealth Management4,893$2.56M0.66%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Moser Wealth Advisors, LLC4,890$2.56M1.34%-1013F-HRTimeline
Court Place Advisors, LLC4,882$2.56M0.85%+22313F-HRTimeline
Cooper Financial Group4,871$2.55M0.34%+62813F-HRTimeline
AlphaCore Capital LLC4,867$2.55M0.22%+4,22013F-HRTimeline
Edgestream Partners, L.P.4,856$2.54M0.09%-2,61413F-HRTimeline
HARVEY INVESTMENT CO LLC4,846$2.54M0.28%+513F-HRTimeline
Pure Financial Advisors, LLC4,831$2.53M0.05%+1,15713F-HRTimeline
Scissortail Wealth Management, LLC4,829$2.53M0.65%+1,59013F-HRTimeline
Fielder Capital Group LLC4,824$2.53M0.73%+21113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,814$2.52M0.69%+34913F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC4,811$2.52M0.84%new13F-HRTimeline
PDS Planning, Inc4,805$2.52M0.21%+53113F-HRTimeline
Flavin Financial Services, Inc.4,800$2.51M2.31%+30413F-HR/ATimeline
Aaron Wealth Advisors LLC4,775$2.5M0.29%+30713F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT4,770$2.5M1.27%-8713F-HRTimeline
OV Management LLC4,767$2.5M1.17%+1,61613F-HRTimeline
Alaethes Wealth, LLC4,763$2.49M0.91%+11613F-HRTimeline
BigSur Wealth Management LLC4,743$2.48M0.67%+2513F-HRTimeline
Kathmere Capital Management, LLC4,738$2.48M0.21%-52013F-HRTimeline
Tyche Wealth Partners LLC4,733$2.48M0.54%+5013F-HRTimeline
Wealth Alliance Advisory Group, LLC4,731$2.48M0.51%+7013F-HRTimeline
First Business Financial Services, Inc.4,721$2.47M0.24%+28413F-HRTimeline
Sound View Wealth Advisors Group, LLC4,706$2.46M0.2%-30713F-HRTimeline
My Legacy Advisors, LLC4,706$2.46M0.95%-10613F-HRTimeline
Schear Investment Advisers, LLC4,705$2.46M1.42%-30813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,705$2.46M0.16%-9513F-HRTimelineGroup
CHEMUNG CANAL TRUST CO4,692$2.46M0.54%-4,57413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,685$2.45M0.45%+20613F-HRTimeline
WRAPMANAGER INC4,671$2.45M0.64%-20113F-HRTimeline
Accurate Wealth Management, LLC4,080$2.44M0.47%+39413F-HRTimeline
Voleon Capital Management LP4,658$2.44M0.19%-8,30413F-HRTimeline
TigerOak Management, L.L.C.4,621$2.42M0.93%-4613F-HRTimeline
JNBA Financial Advisors4,619$2.42M0.25%-1313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,618$2.42M0.33%+313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,612$2.42M1.37%-1013F-HRTimeline
SCS Capital Management LLC4,609$2.41M0.03%new13F-HR/ATimeline
Radnor Capital Management, LLC4,604$2.41M0.4%+26013F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.4,597$2.41M2.23%+213F-HRTimeline
Bowman & Co S.C.4,566$2.4M1.18%+63013F-HRTimeline
ANB BANK4,575$2.4M1.07%+9013F-HRTimeline
Aft, Forsyth & Sober, LLC4,575$2.4M0.84%013F-HRTimeline
Hartford Financial Management Inc.4,567$2.39M0.49%+11113F-HRTimeline
Delta Financial Group, Inc.4,629$2.39M0.55%+2,98913F-HRTimeline
Cox Capital Mgt LLC4,559$2.39M1.74%-3,98313F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,557$2.39M1.02%+1,50013F-HRTimelineGroup
Knollwood Investment Advisory, LLC4,555$2.39M0.26%013F-HRTimeline
Advisory Alpha, LLC4,555$2.39M0.08%+29313F-HR/ATimeline
OAKWORTH CAPITAL, INC.4,550$2.38M0.17%-28513F-HRTimeline
Empire Financial Management Company, LLC4,542$2.38M0.74%+39013F-HRTimeline
Everhart Financial Group, Inc.4,535$2.38M0.32%+24313F-HRTimeline
Quantbot Technologies LP4,535$2.38M0.08%new13F-HRTimeline
Linden Thomas Advisory Services, LLC4,534$2.37M0.31%+23713F-HRTimeline
Van Cleef Asset Management,Inc4,531$2.37M0.27%-97213F-HRTimeline
Finivi Inc.4,525$2.37M1.91%+12113F-HRTimeline
OKABENA INVESTMENT SERVICES INC4,504$2.36M0.59%+6413F-HRTimeline
MATHER GROUP, LLC.4,498$2.36M0.03%-82113F-HRTimeline
Applied Capital LLC/FL4,490$2.35M1.89%-313F-HRTimeline
SilverOak Wealth Management LLC4,488$2.35M0.51%-1613F-HRTimeline
Moss Adams Wealth Advisors LLC4,485$2.35M0.25%+36313F-HRTimeline
ABLE Financial Group, LLC4,481$2.35M0.66%+36013F-HRTimeline
Capital Investment Advisory Services, L…4,479$2.35M0.21%+13613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,471$2.34M0.3%+79813F-HRTimelineGroup
Shum Financial Group, Inc.4,471$2.34M2.03%+71013F-HRTimeline
Financial Perspectives, Inc4,461$2.34M0.8%+213F-HRTimeline
One Wealth Advisors, LLC4,457$2.33M0.35%+75113F-HRTimeline
Twin Tree Management, LP4,445$2.33M0.05%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,432$2.32M0.46%new13F-HRTimeline
BKM Wealth Management, LLC4,430$2.32M0.96%-1,49713F-HRTimeline
Interchange Capital Partners, LLC4,421$2.32M0.65%-7213F-HRTimeline
Weaver Capital Management LLC4,417$2.31M0.62%+13213F-HRTimeline
Oak Asset Management, LLC4,414$2.31M0.85%013F-HRTimeline
Trueblood Wealth Management, LLC4,413$2.31M1.07%+1613F-HRTimeline
Chesapeake Wealth Management4,412$2.31M0.82%-18413F-HRTimeline
Aries Wealth Management4,407$2.31M0.63%+6613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,403$2.31M0.75%+5813F-HRTimeline
Maia Wealth LLC3,928$2.31M0.52%+38013F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC4,397$2.3M1.88%-2913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,395$2.3M0.55%-32413F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.4,390$2.3M1.29%new13F-HRTimeline