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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Advisor OS, LLCin group Advisor OS, LLC5,747$1.79M0.18%+1,39313F-HRTimelineGroup
Sepio Capital, LP5,734$1.79M0.13%+4613F-HRTimeline
Belmont Capital, LLC5,728$1.79M0.27%-2,18813F-HRTimeline
BKM Wealth Management, LLC5,726$1.79M0.7%+1,29613F-HRTimeline
Paragon Advisors, LLC5,726$1.79M0.47%-36413F-HRTimeline
Triangle Securities Wealth Management5,722$1.79M0.44%+82913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VISION FINANCIAL MARKETS LLC5,700$1.78M1.68%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,689$1.77M0.23%+71313F-HRTimeline
Osprey Private Wealth LLC5,705$1.76M0.96%-1,21013F-HRTimeline
China Universal Asset Management Co., L…5,622$1.75M0.17%-2,04113F-HRTimeline
BOK Financial Private Wealth, Inc.5,616$1.75M0.12%-50313F-HRTimeline
Sava Infond d.o.o.5,600$1.75M0.27%-85013F-HRTimeline
Smartleaf Asset Management LLC5,633$1.74M0.15%-2,95913F-HRTimeline
Strategic Financial Services, Inc.5,580$1.74M0.09%+12013F-HRTimeline
Parisi Gray Wealth Management5,576$1.74M0.5%-53413F-HRTimeline
Van Hulzen Asset Management, LLC5,571$1.74M0.15%-17913F-HRTimeline
Global Assets Advisory, LLC5,325$1.74M0.68%+2,12613F-HRTimeline
Aventura Private Wealth, LLC5,553$1.73M0.75%+35713F-HRTimeline
Grant Private Wealth Management Inc5,538$1.73M0.98%+4,19313F-HRTimeline
Waterloo Capital, L.P.5,529$1.72M0.14%-2,19613F-HRTimeline
LOM Asset Management Ltd5,519$1.72M0.58%13F-HR/ATimeline
Advisory Alpha, LLC5,486$1.71M0.05%+93113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding6,439$1.71M-1,121Timeline
Fairbanks Capital Management, Inc.5,458$1.7M0.97%+36913F-HRTimeline
IFG Advisory, LLC5,446$1.7M0.09%+1,16013F-HRTimeline
Blueshift Asset Management, LLC5,436$1.7M0.52%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,426$1.69M0.19%-35013F-HRTimeline
Northside Capital Management, LLC5,419$1.69M0.13%-47813F-HRTimeline
Circle Wealth Management, LLC5,418$1.69M0.04%+1,23613F-HRTimeline
High Note Wealth, LLC5,415$1.69M0.39%-9,42613F-HRTimeline
V-Square Quantitative Management LLC5,403$1.69M0.23%-7313F-HRTimeline
Capital Management Associates, Inc5,390$1.68M0.53%new13F-HRTimeline
Elmwood Wealth Management, Inc.5,388$1.68M0.67%-4013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,374$1.68M0.42%+56013F-HRTimeline
First Horizon Advisors, Inc.5,372$1.68M0.04%-1,11713F-HRTimeline
BRADY FAMILY WEALTH, LLC5,360$1.67M0.52%-1,04313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,347$1.67M0.12%-2,11713F-HRTimeline
Piscataqua Savings Bank5,344$1.67M1.39%-33313F-HRTimeline
Cetera Trust Company, N.A5,325$1.66M0.99%-19013F-HRTimeline
SAPIENT CAPITAL LLC5,322$1.66M0.03%-169,54913F-HRTimeline
Patriot Financial Group Insurance Agenc…5,312$1.66M0.19%+1,58313F-HRTimeline
Coastal Bridge Advisors, LLC5,303$1.65M0.14%-76413F-HRTimeline
KPP Advisory Services LLC5,300$1.65M0.27%+1,45813F-HR/ATimeline
Audent Global Asset Management, LLC5,300$1.65M1.18%new13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC5,300$1.65M1.07%+3,00013F-HRTimeline
PDS Planning, Inc5,285$1.65M0.12%+48013F-HRTimeline
Strategic Wealth Partners, Ltd.5,280$1.65M0.13%13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC5,276$1.65M0.71%-4013F-HRTimeline
Financial Synergies Wealth Advisors, In…5,262$1.64M0.18%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,259$1.64M0.23%+1,18413F-HRTimeline
Almanack Investment Partners, LLC.5,251$1.64M0.26%new13F-HRTimeline
Concentric Capital Strategies, LP5,236$1.63M0.09%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,232$1.63M0.03%-36813F-HRTimelineGroup
Ceeto Capital Group, LLC5,231$1.63M0.57%+1,92513F-HRTimeline
HARVEY INVESTMENT CO LLC5,226$1.63M0.18%+38013F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,224$1.63M0.6%+1,16813F-HRTimeline
GLOBALT Investments LLC / GA5,202$1.62M0.06%-13,45513F-HRTimeline
Paragon Capital Management LLC5,195$1.62M0.83%new13F-HRTimeline
ExodusPoint Capital Management, LP5,190$1.62M0.02%new13F-HRTimeline
Prescott Group Capital Management, L.L.…5,175$1.61M0.19%+4,07513F-HRTimeline
Berry Wealth Group, LP5,155$1.61M1.13%-47013F-HRTimeline
Boomfish Wealth Group, LLC5,154$1.61M0.93%+2313F-HRTimeline
Bowman & Co S.C.5,133$1.61M0.72%+56713F-HRTimeline
GKV Capital Management Co., Inc.5,150$1.61M0.71%+1,04013F-HRTimeline
Pacific Point Advisors, LLC5,145$1.61M0.87%+1,18713F-HRTimeline
Tyche Wealth Partners LLC5,127$1.6M0.32%+39413F-HRTimeline
Scott & Selber, Inc.5,123$1.6M0.45%-2,96413F-HRTimeline
Graypoint LLC5,115$1.6M0.09%-2,59013F-HRTimeline
Mystic Asset Management, Inc.5,114$1.6M0.39%+3,66413F-HRTimeline
Mendel Money Management5,105$1.59M0.71%+1,88113F-HRTimeline
Paralel Advisors LLC5,102$1.59M0.06%+2313F-HRTimeline
Rossmore Private Capital5,101$1.59M0.19%-71213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,098$1.59M0.22%+1,50513F-HRTimeline
Peak Asset Management, LLC5,094$1.59M0.29%+3,05313F-HRTimeline
FNY Investment Advisers, LLC5,089$1.59M0.67%new13F-HRTimeline
Siren, L.L.C.in group Siren, L.L.C.5,076$1.58M0.08%new13F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp5,048$1.57M0.17%+72213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT5,041$1.57M0.18%+9713F-HRTimeline
Manchester Capital Management LLC5,036$1.57M0.21%-63813F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA5,026$1.57M0.18%new13F-HRTimelineGroup
IMA Advisory Services, Inc.5,024$1.57M0.17%+1,25213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,011$1.56M0.06%-66,74413F-HRTimeline
WAYCROSS PARTNERS, LLC5,000$1.56M0.15%-28,79513F-HRTimeline
Advanced Portfolio Management, LLC5,000$1.56M4.36%new13F-HRTimeline
Flavin Financial Services, Inc.4,981$1.55M1.51%+18113F-HR/ATimeline
Wealth Alliance Advisory Group, LLC4,970$1.55M0.3%+23913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…4,967$1.55M0.28%new13F-HRTimeline
AlphaCore Capital LLC4,966$1.55M0.06%+9913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,959$1.55M0.06%-64213F-HRTimeline
Smithfield Trust Co4,956$1.54M0.07%-47913F-HRTimeline
Applied Capital LLC/FL4,928$1.54M1.14%+43813F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC4,924$1.54M0.68%-11913F-HRTimeline
Moser Wealth Advisors, LLC4,915$1.53M0.74%+2513F-HRTimeline
Cordatus Wealth Management LLC4,907$1.53M0.38%-5,79913F-HRTimeline
SENTINEL TRUST CO LBA4,885$1.52M0.17%-81313F-HRTimeline
RENASANT BANK4,885$1.52M1.02%-72713F-HRTimeline
Good Life Advisors, LLC4,883$1.52M0.1%+3,90013F-HRTimeline
Court Place Advisors, LLC4,877$1.52M0.48%-513F-HRTimeline
FOSTER & MOTLEY INC4,874$1.52M0.09%-41613F-HRTimeline
Missouri Trust & Investment Co4,873$1.52M0.5%+66913F-HRTimeline
Kesler, Norman & Wride, LLC4,862$1.52M0.27%-15,29813F-HRTimeline
Eos Management, L.P.4,843$1.51M0.65%new13F-HRTimeline
Heritage Family Offices, LLP2,921$1.51M0.76%013F-HRTimeline
FORMULA GROWTH LTD4,827$1.51M0.57%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,819$1.5M0.44%new13F-HRTimeline
Apexium Financial, LP4,816$1.5M0.08%-21913F-HRTimeline
Rockingstone Advisors LLC4,813$1.5M0.79%-52113F-HRTimeline
OARSMAN CAPITAL, INC.4,804$1.5M0.24%-16313F-HRTimeline
Capital Planning Advisors, LLC4,772$1.49M0.22%-8,56813F-HRTimeline
SilverOak Wealth Management LLC4,767$1.49M0.28%+27913F-HRTimeline
Pacific Capital Partners Ltd4,750$1.48M1.39%-9,00013F-HRTimeline
Magnus Financial Group LLC4,749$1.48M0.13%-29713F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.4,741$1.48M1.19%+14413F-HRTimeline
COZAD ASSET MANAGEMENT INC4,718$1.47M0.13%-19,03713F-HR/ATimeline
Linden Thomas Advisory Services, LLC4,702$1.47M0.16%+16813F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC4,699$1.47M1.1%new13F-HRTimeline
WEALTH EFFECTS LLC4,688$1.46M0.55%+59113F-HRTimeline
Strategic Blueprint, LLC4,681$1.46M0.07%+74513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,674$1.46M0.25%+24213F-HRTimeline
Schear Investment Advisers, LLC4,668$1.46M0.72%-3713F-HRTimeline
Platform Technology Partners4,655$1.45M0.38%+56013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,640$1.45M0.19%+16913F-HRTimelineGroup
Kathmere Capital Management, LLC4,638$1.45M0.11%-10013F-HRTimeline
Fielder Capital Group LLC4,637$1.45M0.39%-18713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,637$1.45M0.51%+8013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC4,624$1.44M0.18%+613F-HRTimeline
Impact Partnership Wealth, LLC4,621$1.44M0.27%+2,92613F-HRTimeline
Integrated Quantitative Investments LLC4,619$1.44M0.42%new13F-HRTimeline
Patten Group, Inc.4,613$1.44M0.3%-1,01513F-HRTimeline
Radnor Capital Management, LLC4,604$1.44M0.23%013F-HRTimeline
Northeast Financial Consultants Inc4,587$1.43M0.06%-1,48613F-HRTimeline
RB Capital Management, LLC4,584$1.43M0.32%-79813F-HRTimeline
Aft, Forsyth & Sober, LLC4,575$1.43M0.48%013F-HRTimeline
Monte Financial Group, LLC4,570$1.43M0.55%+16113F-HRTimeline
Caitong International Asset Management …4,557$1.42M1.02%+4,55513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,557$1.42M0.19%+23313F-HRTimeline
Knollwood Investment Advisory, LLC4,555$1.42M0.14%013F-HRTimeline
Hilltop National Bank4,551$1.42M0.37%13F-HRTimeline
Bison Wealth, LLC4,656$1.42M0.11%+1,36013F-HRTimeline
Financial Engines Advisors L.L.C.4,536$1.42M<0.01%+2,13813F-HRTimeline
DOLIVER ADVISORS, LP4,533$1.41M0.39%new13F-HRTimeline
JNBA Financial Advisors4,525$1.41M0.14%-9413F-HRTimeline
OKABENA INVESTMENT SERVICES INC4,525$1.41M0.31%+2113F-HRTimeline
Empire Financial Management Company, LLC4,523$1.41M0.41%-1913F-HRTimeline
Finivi Inc.4,514$1.41M0.95%-1113F-HRTimeline
Mill Creek Capital Advisors, LLC4,510$1.41M0.03%+1,64713F-HRTimeline
Teamwork Financial Advisors, LLC4,509$1.41M0.17%+3,93813F-HRTimeline
Chancellor Financial Group WB LP4,495$1.4M1.09%+20613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,452$1.4M0.1%-25313F-HRTimelineGroup
Cox Capital Mgt LLC4,443$1.39M0.95%-11613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC4,437$1.38M0.29%+2,25813F-HR/ATimeline
Murphy Pohlad Asset Management LLC4,425$1.38M0.58%+79113F-HRTimeline
All Terrain Financial Advisors, LLC4,420$1.38M0.5%new13F-HRTimeline
Crestwood Advisors Group, LLC4,419$1.38M0.02%-93813F-HRTimeline
Peterson Wealth Services4,418$1.38M0.38%+8713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,412$1.38M0.22%+3,02113F-HRTimeline
New Century Financial Group, LLC4,410$1.38M1.61%+3,19513F-HRTimeline
Humankind Investments LLC4,399$1.37M0.33%+1,13413F-HRTimeline
U S WEALTH GROUP, LLC.4,398$1.37M1.07%+46913F-HRTimeline
Oak Asset Management, LLC4,384$1.37M0.49%-3013F-HRTimeline
Weaver Capital Management LLC4,375$1.36M0.34%-4213F-HRTimeline
CWC Advisors, LLC.4,370$1.36M0.7%+1,39313F-HRTimeline
Richwood Investment Advisors, LLC4,365$1.36M1.12%-74513F-HRTimeline
Financial Perspectives, Inc4,355$1.36M0.41%-10613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,346$1.36M0.29%-4913F-HRTimeline
Avantax Planning Partners, Inc.4,329$1.35M0.04%+65213F-HRTimeline
Silvant Capital Management LLC4,326$1.35M0.05%-57,11613F-HRTimeline
MEANS INVESTMENT CO., INC.4,321$1.35M0.13%-1,99513F-HRTimeline
Chicago Partners Investment Group LLC4,606$1.35M0.04%+96213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC4,316$1.35M0.47%+57713F-HRTimeline
Supplemental Annuity Collective Trust o…4,300$1.34M0.38%+1,30013F-HRTimeline
DF DENT & CO INC4,294$1.34M0.02%-2,09913F-HRTimeline
Frisch Financial Group, Inc.4,284$1.34M0.33%+15913F-HRTimeline
Solidarity Wealth, LLC4,278$1.33M0.31%-2,71213F-HRTimeline
COURIER CAPITAL LLC4,272$1.33M0.08%-4813F-HRTimeline
West Family Investments, Inc.4,269$1.33M0.35%+44513F-HRTimeline
LMCG INVESTMENTS, LLC4,267$1.33M0.08%-34,44113F-HRTimeline
NORTH DALLAS BANK & TRUST CO4,261$1.33M1.01%13F-HRTimeline
Inscription Capital, LLC4,258$1.33M0.19%-1,82913F-HRTimeline
Duncan Williams Asset Management, LLC4,246$1.32M0.42%+1,32413F-HR/ATimeline
Triumph Capital Management4,245$1.32M0.4%new13F-HR/ATimeline
Van Cleef Asset Management,Inc4,214$1.31M0.14%-31713F-HRTimeline
Retirement Planning Co of New England, …4,210$1.31M0.58%+3,61913F-HRTimeline
INKWELL CAPITAL LLC4,209$1.31M1.41%-2813F-HRTimeline
Avestar Capital, LLC4,206$1.31M0.1%-2,99213F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC4,193$1.31M0.87%-1813F-HRTimeline
Cooper Financial Group4,189$1.31M0.15%-68213F-HRTimeline
MeadowBrook Investment Advisors LLC4,187$1.31M1.17%-2013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,184$1.31M0.02%+1,35713F-HRTimeline
STANCE CAPITAL LLC4,156$1.3M0.49%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC4,140$1.29M1.12%+3,72713F-HRTimeline
GW&K Investment Management, LLC4,133$1.29M0.01%-37,61413F-HRTimeline
NWAM LLC5,125$1.29M0.07%+75913F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC4,129$1.29M0.24%-25413F-HRTimeline
Continuum Advisory, LLC4,113$1.28M0.15%+51813F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC4,170$1.28M0.71%+1,15713F-HRTimeline
Archford Capital Strategies, LLC4,107$1.28M0.16%-10,45713F-HRTimeline
Amplius Wealth Advisors, LLC4,104$1.28M0.12%+3,02913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,094$1.28M0.14%-59113F-HRTimeline
ALTFEST L J & CO INC4,091$1.28M0.15%+1,68813F-HRTimeline