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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RF&L WEALTH MANAGEMENT, LLC5,225$1.8M1.06%-7513F-HRTimeline
Town & Country Bank & Trust CO dba Firs…5,225$1.8M0.63%-6,74513F-HRTimeline
National Wealth Management Group, LLC5,218$1.8M0.68%+2,95413F-HRTimeline
Cetera Trust Company, N.A5,215$1.8M1.01%-11013F-HRTimeline
GLOBALT Investments LLC / GA5,215$1.8M0.07%+1313F-HRTimeline
Valmark Advisers, Inc.5,214$1.8M0.02%-1,60213F-HRTimeline
Paragon Capital Management LLC5,205$1.8M0.87%+1013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,181$1.79M0.22%+1,08713F-HRTimeline
Prescott Group Capital Management, L.L.…5,175$1.79M0.19%013F-HRTimeline
Mendel Money Management5,169$1.78M0.75%+6413F-HRTimeline
HOWE & RUSLING INC5,163$1.78M0.12%-20,07913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,147$1.78M0.67%new13F-HRTimeline
Platform Technology Partners5,137$1.77M0.43%+48213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,137$1.77M0.67%+1,67113F-HRTimeline
Gen-Wealth Partners Inc5,135$1.77M0.6%+1,56713F-HRTimeline
Crestwood Advisors Group, LLC5,127$1.77M0.03%+70813F-HRTimeline
Paralel Advisors LLC5,105$1.76M0.07%+313F-HRTimeline
Scott & Selber, Inc.5,103$1.76M0.45%-2013F-HR/ATimeline
Virtue Capital Management, LLC5,156$1.76M0.28%+3,51013F-HR/ATimeline
FAGAN ASSOCIATES, INC.5,094$1.76M0.24%-92213F-HRTimeline
Clear Creek Financial Management, LLC5,067$1.75M0.15%+2,80713F-HRTimeline
Stablepoint Partners, LLC5,066$1.75M0.28%+1,57813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC5,036$1.74M0.76%-24013F-HRTimeline
Sound View Wealth Advisors Group, LLC5,034$1.74M0.12%+1,47913F-HRTimeline
Murphy Pohlad Asset Management LLC5,025$1.74M0.68%+60013F-HRTimeline
WAYCROSS PARTNERS, LLC5,000$1.73M0.15%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,972$1.72M0.19%-6913F-HRTimeline
HARVEY INVESTMENT CO LLC4,968$1.72M0.18%-25813F-HRTimeline
CWA Asset Management Group, LLC4,951$1.71M0.06%-1,77513F-HRTimeline
Modern Wealth Management, LLC4,929$1.7M0.03%-2,61313F-HRTimeline
Court Place Advisors, LLC4,904$1.69M0.51%+2713F-HRTimeline
SilverOak Wealth Management LLC4,902$1.69M0.29%+13513F-HRTimeline
Schear Investment Advisers, LLC4,899$1.69M0.75%+23113F-HRTimeline
Capital Planning Advisors, LLC4,898$1.69M0.23%+12613F-HRTimeline
Archer Investment Corp4,886$1.69M0.38%+1,93713F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,885$1.69M0.59%-33913F-HRTimeline
Eos Management, L.P.4,843$1.67M0.66%013F-HRTimeline
Linden Thomas Advisory Services, LLC4,836$1.67M0.17%+13413F-HRTimeline
SCS Capital Management LLC4,817$1.66M0.02%-2,75313F-HRTimeline
Westside Investment Management, Inc.4,808$1.66M0.27%+79213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,805$1.66M0.19%+18113F-HRTimeline
Richard W. Paul & Associates, LLC4,790$1.65M0.56%+78713F-HRTimeline
Accurate Wealth Management, LLC4,586$1.65M0.22%+1,32513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,779$1.65M0.11%-56813F-HRTimeline
Savvy Advisors, Inc.4,766$1.65M0.08%-2,44613F-HRTimeline
Shum Financial Group, Inc.4,748$1.64M1.22%13F-HRTimeline
LM Advisors LLC4,739$1.64M0.24%+1,48413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,707$1.63M0.06%-25213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,700$1.62M0.28%+35413F-HRTimeline
Private Wealth Asset Management, LLC4,687$1.62M0.19%-1,75813F-HRTimeline
Independent Solutions Wealth Management…4,678$1.62M0.29%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…4,683$1.61M0.01%+94613F-HRTimelineGroup
Prospect Financial Services LLC4,660$1.61M0.93%+3,90713F-HRTimeline
Hilltop National Bank4,651$1.61M0.4%+10013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC4,639$1.6M0.65%-28513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,637$1.6M0.49%013F-HRTimelineGroup
GeoWealth Management, LLC4,635$1.6M0.06%-3,04813F-HRTimeline
Bowman & Co S.C.4,607$1.6M0.67%-52613F-HRTimeline
Mill Creek Capital Advisors, LLC4,615$1.59M0.03%+10513F-HRTimeline
Peterson Wealth Services1,196$1.59M0.44%-3,22213F-HRTimeline
Radnor Capital Management, LLC4,604$1.59M0.24%013F-HRTimeline
JNBA Financial Advisors4,603$1.59M0.14%+7813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,600$1.59M0.02%-63213F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV4,573$1.58M0.31%+2,21013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,560$1.57M0.11%-3,55913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,559$1.57M0.18%+213F-HRTimeline
Moss Adams Wealth Advisors LLC4,556$1.57M0.12%+1,51513F-HRTimeline
Perennial Investment Advisors, LLC4,550$1.57M0.13%+1,92513F-HRTimeline
Keel Point, LLC4,549$1.57M0.1%-2,31613F-HRTimeline
ANB BANK4,540$1.57M0.64%+86813F-HRTimeline
Fielder Capital Group LLC4,529$1.56M0.36%-10813F-HRTimeline
Knollwood Investment Advisory, LLC4,523$1.56M0.14%-3213F-HRTimeline
SENTINEL TRUST CO LBA4,500$1.55M0.16%-38513F-HRTimeline
CFS Investment Advisory Services, LLC4,286$1.55M0.12%+72013F-HRTimeline
OARSMAN CAPITAL, INC.4,492$1.55M0.22%-31213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC4,479$1.55M0.44%+16313F-HRTimeline
Aspen Grove Capital, LLC4,472$1.54M0.26%+1,75213F-HRTimeline
Nicholson Wealth Management Group, LLC4,471$1.54M0.9%+1,40013F-HRTimeline
Cox Capital Mgt LLC4,453$1.54M1%+1013F-HRTimeline
Financial Perspectives, Inc4,445$1.53M0.43%+9013F-HRTimeline
Apexium Financial, LP4,439$1.53M0.07%-37713F-HRTimeline
Strategic Wealth Partners, Ltd.4,437$1.53M0.11%-84313F-HRTimeline
Robertson Stephens Wealth Management, L…4,435$1.53M0.05%-1,76913F-HRTimeline
Zuckerman Investment Group, LLC4,431$1.53M0.14%+43713F-HRTimeline
DELTEC ASSET MANAGEMENT LLC4,420$1.53M0.25%-2,00013F-HRTimeline
GTS SECURITIES LLC4,419$1.53M0.06%+97913F-HRTimeline
Bison Wealth, LLC4,537$1.52M0.14%-11913F-HRTimeline
Cladis Investment Advisory, LLC4,407$1.52M0.87%+2,02113F-HRTimeline
Finivi Inc.4,404$1.52M0.97%-11013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,401$1.52M0.08%-13,93613F-HRTimeline
MONETTA FINANCIAL SERVICES INC4,400$1.52M1.06%new13F-HRTimeline
JENSEN INVESTMENT MANAGEMENT INC4,373$1.51M0.02%-6,03313F-HRTimeline
Regal Investment Advisors LLC4,373$1.51M0.1%+1,28113F-HRTimeline
Duncan Williams Asset Management, LLC4,367$1.51M0.42%+12113F-HRTimeline
Optas, LLC4,342$1.5M0.25%+66013F-HRTimeline
Bridgewater Advisors Inc.4,648$1.49M0.1%+19113F-HRTimeline
Professional Financial Advisors, LLC4,327$1.49M0.31%new13F-HRTimeline
SWS Partners4,325$1.49M0.36%+29013F-HRTimeline
Financial Engines Advisors L.L.C.4,314$1.49M<0.01%-22213F-HRTimeline
Strategic Financial Services, Inc.4,314$1.49M0.07%-1,26613F-HRTimeline
Cooper Financial Group4,308$1.49M0.16%+11913F-HRTimeline
Frisch Financial Group, Inc.4,304$1.49M0.35%+2013F-HRTimeline
Requisite Capital Management, LLC4,303$1.49M0.25%+2,15513F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC4,300$1.49M1.96%+1,00013F-HRTimeline
BAMCO INC /NY/in group Baron Capital4,300$1.48M<0.01%new13F-HRTimelineGroup
Supplemental Annuity Collective Trust o…4,300$1.48M0.39%013F-HRTimeline
Richwood Investment Advisors, LLC4,290$1.48M1.16%-7513F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC4,285$1.48M0.89%+9213F-HRTimeline
ROCKLAND TRUST CO4,283$1.48M0.06%-79,09513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,276$1.48M0.37%+1,22713F-HRTimeline
One Capital Management, LLC4,268$1.47M0.05%+64813F-HRTimeline
FOSTER & MOTLEY INC4,255$1.47M0.08%-61913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,243$1.47M0.58%+1,04513F-HRTimeline
COURIER CAPITAL LLC4,236$1.46M0.08%-3613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,232$1.46M0.19%+1,74613F-HRTimeline
EPIQ PARTNERS, LLC4,225$1.46M0.69%+67513F-HRTimeline
Humankind Investments LLC4,215$1.46M0.33%-18413F-HRTimeline
CastleKnight Management LP4,200$1.45M0.08%-8,20013F-HRTimeline
FIRST HORIZON CORP4,196$1.45M0.07%13F-HRTimeline
Union Heritage Capital, LLC4,178$1.44M0.47%-5,30013F-HRTimeline
Summit Financial Wealth Advisors, LLC4,141$1.44M0.22%+32113F-HRTimeline
Patten Group, Inc.4,163$1.44M0.28%-45013F-HRTimeline
MeadowBrook Investment Advisors LLC4,147$1.43M1.23%-4013F-HRTimeline
WHITE PINE CAPITAL LLC4,135$1.43M0.41%+3,04913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC4,132$1.43M1.22%-813F-HRTimeline
MONECO ADVISORS, LLC4,130$1.43M0.12%+11013F-HRTimeline
Strategic Blueprint, LLC4,109$1.42M0.06%-57213F-HRTimeline
Lewis Asset Management, LLC4,105$1.42M0.58%+2,04513F-HRTimeline
Chancellor Financial Group WB LP4,097$1.41M1.01%-39813F-HRTimeline
Smithfield Trust Co4,095$1.41M0.06%-86113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,060$1.4M0.23%new13F-HRTimelineGroup
Van Cleef Asset Management,Inc4,055$1.4M0.14%-15913F-HRTimeline
BlueStem Wealth Partners, LLC4,051$1.4M0.16%+28913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,036$1.39M0.14%-1,01213F-HRTimelineGroup
First Nebraska Trust Co4,034$1.39M0.13%+2013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,034$1.39M0.15%+48013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…4,031$1.39M0.25%-5013F-HRTimeline
Palumbo Wealth Management LLC4,303$1.39M0.44%new13F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.4,008$1.38M1.01%-73313F-HRTimeline
Ariose Capital Management Ltd4,000$1.38M0.46%new13F-HRTimeline
Ameliora Wealth Management Ltd.4,000$1.38M0.46%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,992$1.38M0.05%-1,01913F-HRTimeline
Cardinal Point Capital Management ULC3,966$1.37M0.1%013F-HRTimeline
Solidarity Wealth, LLC3,965$1.37M0.29%-31313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,963$1.37M0.17%+7513F-HRTimelineGroup
LMCG INVESTMENTS, LLC3,956$1.37M0.08%-31113F-HRTimeline
One River Asset Management, LLC3,953$1.36M4.36%new13F-HRTimeline
NORDEN GROUP LLC3,921$1.35M0.14%+1,35013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,913$1.35M-2,060Timeline
China Universal Asset Management Co., L…3,914$1.35M0.11%-1,70813F-HRTimeline
Everhart Financial Group, Inc.3,904$1.35M0.14%+1,68513F-HRTimeline
ICW Investment Advisors LLC3,903$1.35M0.49%+59713F-HRTimeline
Chesapeake Wealth Management3,902$1.35M0.41%-16713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,894$1.34M0.09%+1,46113F-HRTimeline
MATHER GROUP, LLC.3,892$1.34M0.01%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,880$1.34M0.24%+28813F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC3,872$1.34M0.73%-4,70913F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,860$1.33M0.86%013F-HRTimeline
Strive Asset Management, LLC3,857$1.33M0.72%new13F-HR/ATimeline
Rydar Equities, Inc.3,819$1.33M1.07%+1,48213F-HRTimeline
Opal Wealth Advisors, LLC3,852$1.33M0.37%-2,82813F-HRTimeline
IFG Advisory, LLC3,842$1.33M0.06%-1,60413F-HRTimeline
DOLIVER ADVISORS, LP3,842$1.33M0.34%-69113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,839$1.33M0.41%-2713F-HRTimeline
Financial Advisors Network, Inc.3,833$1.32M0.19%+39913F-HRTimeline
Sivia Capital Partners, LLC3,832$1.32M0.37%+2,03513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,831$1.32M0.03%+16213F-HRTimelineGroup
United Advisor Group, LLC3,830$1.32M0.18%+2,00013F-HRTimeline
CERTUITY, LLC3,828$1.32M0.09%+1,07613F-HRTimeline
CAPITAL & PLANNING, LLC3,827$1.32M0.82%-19613F-HRTimeline
Royal Fund Management, LLC3,824$1.32M0.16%new13F-HRTimeline
Oak Asset Management, LLC3,824$1.32M0.45%-56013F-HRTimeline
MCDONALD PARTNERS LLC3,813$1.32M0.39%+11513F-HRTimeline
Elk River Wealth Management LLC3,804$1.31M0.21%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,742$1.31M1.05%+65013F-HRTimeline
Blackhawk Capital Partners, LLC3,792$1.31M0.51%+2,42913F-HRTimeline
Townsend & Associates, Inc3,658$1.3M0.12%-2113F-HRTimeline
Safeguard Investment Advisory Group, LLC3,777$1.3M0.32%+69413F-HRTimeline
Canopy Partners, LLC3,754$1.3M0.43%+28513F-HRTimeline
Cornerstone Wealth Group, LLC3,742$1.29M0.09%+1,40113F-HRTimeline
OKABENA INVESTMENT SERVICES INC3,727$1.29M0.25%-79813F-HRTimeline
James J. Burns & Company, LLC3,725$1.29M0.19%+26513F-HRTimeline
Modus Advisors, LLC3,724$1.29M0.35%+46313F-HRTimeline
SkyView Investment Advisors, LLC3,720$1.28M0.16%+2513F-HRTimeline
Souders Financial Advisors3,720$1.28M0.15%+25613F-HRTimeline
Ellenbecker Investment Group3,717$1.28M0.19%-713F-HRTimeline
TRUE Private Wealth Advisors3,705$1.28M0.13%+2,15313F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,695$1.28M1.05%-1513F-HRTimeline
Patriot Financial Group Insurance Agenc…3,691$1.27M0.16%-1,62113F-HRTimeline
1776 Wealth LLC3,688$1.27M0.49%+1,24813F-HRTimeline
BRADY FAMILY WEALTH, LLC3,686$1.27M0.39%-1,67413F-HRTimeline
LINCOLN CAPITAL CORP3,685$1.27M0.46%-113F-HRTimeline
Argentarii, LLC3,684$1.27M0.51%+5313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,684$1.27M0.43%-32113F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,684$1.27M0.44%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,672$1.27M0.07%+3,32713F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.3,670$1.27M0.54%-39513F-HRTimeline
Revisor Wealth Management LLC3,439$1.26M0.44%+2,17613F-HRTimeline
Prudent Man Advisors, LLC3,641$1.26M0.46%-1813F-HRTimeline
MIdWestOne Financial Group, Inc.3,630$1.25M0.15%-34813F-HRTimeline