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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Modern Wealth Management, LLC5,233$1.73M0.03%+30413F-HRTimeline
Piscataqua Savings Bank5,225$1.72M1.21%-3313F-HRTimeline
GLOBALT Investments LLC / GA5,200$1.72M0.06%-1513F-HRTimeline
Paragon Capital Management LLC5,185$1.71M0.87%-2013F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,160$1.7M0.45%-26413F-HRTimeline
Mechanics Bank Trust Department5,129$1.69M0.22%-1,53713F-HRTimeline
Sargent Investment Group, LLC5,126$1.69M0.21%new13F-HRTimeline
SlateStone Wealth, LLC5,125$1.69M0.14%-52913F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC5,114$1.69M0.95%-11113F-HRTimeline
Paralel Advisors LLC5,105$1.69M0.07%013F-HRTimeline
SilverOak Wealth Management LLC5,090$1.68M0.26%+18813F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…5,088$1.68M0.1%-17313F-HRTimelineGroup
Hilltop National Bank5,084$1.68M0.41%+43313F-HRTimeline
Marble Wealth, LLC5,077$1.68M0.23%13F-HRTimeline
Shum Financial Group, Inc.5,075$1.68M1.21%+32713F-HRTimeline
Chung Wu Investment Group, LLC5,075$1.68M1.37%-1,92013F-HRTimeline
Financial Engines Advisors L.L.C.5,051$1.67M<0.01%+73713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,049$1.67M0.18%+7713F-HRTimeline
Tranquility Partners, LLC5,043$1.66M0.6%-51913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,029$1.66M0.32%+3,89413F-HRTimeline
WEALTH EFFECTS LLC5,036$1.66M0.52%-24113F-HRTimeline
Pacific Point Advisors, LLC5,028$1.66M0.89%-1,91313F-HRTimeline
SHUFRO ROSE & CO LLC5,022$1.66M0.11%-2,05913F-HRTimeline
IMA Advisory Services, Inc.5,016$1.66M0.16%-22913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,999$1.65M0.32%+42613F-HRTimeline
Keating Financial Advisory Services, In…4,998$1.65M0.22%13F-HRTimeline
Gen-Wealth Partners Inc4,998$1.65M0.53%-13713F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,986$1.65M0.54%+10113F-HRTimeline
Accurate Wealth Management, LLC4,754$1.64M0.21%+16813F-HRTimeline
Avestar Capital, LLC4,933$1.63M0.11%-55813F-HRTimeline
FAGAN ASSOCIATES, INC.4,889$1.61M0.22%-20513F-HRTimeline
Prestige Wealth Management Group LLC4,873$1.61M0.31%+2,21613F-HRTimeline
Scott & Selber, Inc.4,869$1.61M0.4%-23413F-HRTimeline
Sound View Wealth Advisors Group, LLC4,842$1.6M0.11%-19213F-HRTimeline
S&T Bank/PA4,842$1.6M0.51%-1,00513F-HRTimeline
Rare Wolf Capital LLC4,829$1.59M1%13F-HRTimeline
High Note Wealth, LLC4,828$1.59M0.31%-71513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,811$1.59M0.17%+613F-HRTimeline
PING CAPITAL MANAGEMENT, INC.4,800$1.58M0.63%new13F-HRTimeline
Cardinal Point Capital Management ULC4,796$1.58M0.1%+83013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,781$1.58M0.38%+50513F-HRTimeline
Mayflower Financial Advisors, LLC4,776$1.58M0.19%-45913F-HRTimeline
Mendel Money Management4,772$1.58M0.66%-39713F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,771$1.57M0.55%+52813F-HRTimeline
KPP Advisory Services LLC4,771$1.57M0.23%-90313F-HRTimeline
Premier Path Wealth Partners, LLC4,770$1.57M0.2%+1,26113F-HRTimeline
Diversified Enterprises, LLC4,744$1.57M0.09%+1,44813F-HRTimeline
Cetera Trust Company, N.A4,738$1.56M0.84%-47713F-HRTimeline
Kassira Wealth Management LLC4,724$1.56M1.48%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,713$1.56M0.05%+613F-HRTimeline
DB Fitzpatrick & Co, Inc4,712$1.56M1.38%-52713F-HRTimeline
Moss Adams Wealth Advisors LLC4,704$1.55M0.11%+14813F-HRTimeline
Wellspring Financial Advisors, LLC4,693$1.55M0.12%+3,49813F-HRTimeline
Summit Financial Wealth Advisors, LLC4,696$1.55M0.22%+55513F-HRTimeline
Private Wealth Asset Management, LLC4,673$1.54M0.17%-1413F-HRTimeline
Linden Thomas Advisory Services, LLC4,673$1.54M0.16%-16313F-HRTimeline
CAXTON ASSOCIATES LLP4,664$1.54M0.03%-19,60913F-HRTimeline
HARVEY INVESTMENT CO LLC4,663$1.54M0.16%-30513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,649$1.53M0.24%-75013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV4,636$1.53M1.24%13F-HRTimeline
Stablepoint Partners, LLC4,632$1.53M0.24%-43413F-HRTimeline
111 Capital4,620$1.53M0.33%+2,70313F-HRTimeline
Town & Country Bank & Trust CO dba Firs…4,608$1.52M0.51%-61713F-HRTimeline
Radnor Capital Management, LLC4,604$1.52M0.23%013F-HRTimeline
JNBA Financial Advisors4,603$1.52M0.13%013F-HRTimeline
OARSMAN CAPITAL, INC.4,597$1.52M0.2%+10513F-HRTimeline
ANB BANK4,596$1.52M0.6%+5613F-HRTimeline
Triangle Securities Wealth Management4,595$1.52M0.32%-90913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO4,589$1.51M0.02%-1,26213F-HRTimeline
Capital Planning Advisors, LLC4,577$1.51M0.2%-32113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,577$1.51M0.09%-20213F-HRTimeline
Regal Investment Advisors LLC4,567$1.51M0.09%+19413F-HRTimeline
Cyndeo Wealth Partners, LLC4,559$1.5M0.08%-1,16113F-HRTimeline
Balentine LLC4,558$1.5M0.06%+2,45113F-HRTimeline
West Family Investments, Inc.4,547$1.5M0.35%+91913F-HRTimeline
SWS Partners4,537$1.5M0.36%+21213F-HRTimeline
Capital Wealth Planning, LLC4,531$1.5M0.01%-1,55713F-HRTimeline
Knollwood Investment Advisory, LLC4,523$1.49M0.14%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,521$1.49M0.02%-7913F-HRTimelineGroup
Richard W. Paul & Associates, LLC4,519$1.49M0.5%-27113F-HRTimeline
Independent Solutions Wealth Management…4,506$1.49M0.27%-17213F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC4,506$1.49M0.67%-13313F-HRTimeline
SENTINEL TRUST CO LBA4,504$1.49M0.15%+413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,504$1.49M0.18%+27213F-HRTimeline
SCS Capital Management LLC4,495$1.48M0.02%-32213F-HRTimeline
Bridgewater Advisors Inc.4,254$1.48M0.1%-39413F-HRTimeline
Bridgefront Capital, LLC4,481$1.48M0.37%new13F-HRTimeline
Argo Wealth Advisory, LLC4,475$1.48M0.88%13F-HRTimeline
COURIER CAPITAL LLC4,460$1.47M0.08%+22413F-HRTimeline
Aspen Grove Capital, LLC4,457$1.47M0.26%-1513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,446$1.47M0.09%-11413F-HRTimeline
Formidable Asset Management, LLC4,232$1.46M0.21%-1,73513F-HRTimeline
Optas, LLC4,423$1.46M0.23%+8113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,421$1.46M0.13%+45813F-HRTimelineGroup
One Capital Management, LLC4,410$1.46M0.04%+14213F-HRTimeline
Everhart Financial Group, Inc.4,402$1.45M0.13%+49813F-HRTimeline
Keel Point, LLC4,401$1.45M0.09%-14813F-HRTimeline
MONETTA FINANCIAL SERVICES INC4,400$1.45M1.04%013F-HRTimeline
Peterson Wealth Services4,391$1.45M0.37%+3,19513F-HRTimeline
NORDEN GROUP LLC4,389$1.45M0.14%+46813F-HRTimeline
Fielder Capital Group LLC4,381$1.45M0.31%-14813F-HRTimeline
Westside Investment Management, Inc.4,373$1.44M0.23%-43513F-HRTimeline
Cooper Financial Group4,338$1.43M0.15%+3013F-HRTimeline
Triad Wealth Partners, LLC4,337$1.43M0.14%+74113F-HRTimeline
Third View Private Wealth, LLC4,336$1.43M0.19%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,333$1.43M0.04%+1,42413F-HRTimelineGroup
Bowman & Co S.C.4,311$1.43M0.6%-29613F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…4,327$1.43M0.05%13F-HR/ATimeline
Argentarii, LLC4,321$1.43M0.46%+63713F-HRTimeline
Robertson Stephens Wealth Management, L…4,318$1.43M0.04%-11713F-HRTimeline
Rydar Equities, Inc.4,316$1.42M1.11%+49713F-HRTimeline
Supplemental Annuity Collective Trust o…4,300$1.42M0.37%013F-HRTimeline
HERBST GROUP, LLC4,300$1.42M0.84%new13F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC4,300$1.42M1.96%013F-HRTimeline
Financial Perspectives, Inc4,292$1.42M0.38%-15313F-HRTimeline
Frisch Financial Group, Inc.4,289$1.42M0.32%-1513F-HRTimeline
PLIMOTH TRUST CO LLC4,286$1.41M0.32%-3,97713F-HRTimeline
Lombard Odier Asset Management (USA) Co…4,275$1.41M0.57%-2,85913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,270$1.41M0.24%-43013F-HRTimeline
Clear Creek Financial Management, LLC4,262$1.41M0.11%-80513F-HRTimeline
Chancellor Financial Group WB LP4,244$1.4M0.96%+14713F-HRTimeline
DIVERSIFIED MANAGEMENT INC4,232$1.4M0.33%13F-HRTimeline
EPIQ PARTNERS, LLC4,227$1.4M0.65%+213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,223$1.39M0.02%-17,00013F-HRTimeline
Perennial Investment Advisors, LLC4,180$1.38M0.11%-37013F-HRTimeline
Finivi Inc.4,171$1.38M0.8%-23313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,171$1.38M0.11%+73513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,168$1.38M0.14%-39113F-HRTimeline
Zuckerman Investment Group, LLC4,164$1.37M0.12%-26713F-HRTimeline
Mill Creek Capital Advisors, LLC4,139$1.37M0.03%-47613F-HRTimeline
WHITE PINE CAPITAL LLC4,130$1.36M0.38%-513F-HRTimeline
Peloton Wealth Strategists4,125$1.36M0.53%-6,61013F-HRTimeline
First Nebraska Trust Co4,089$1.35M0.12%+5513F-HRTimeline
HOWE & RUSLING INC4,086$1.35M0.09%-1,07713F-HRTimeline
MATHER GROUP, LLC.4,066$1.34M0.01%+17413F-HRTimeline
Naviter Wealth, LLC4,064$1.34M0.18%-1,34213F-HRTimeline
MeadowBrook Investment Advisors LLC4,062$1.34M1.14%-8513F-HRTimeline
Torrey Growth & Income Advisors4,061$1.34M0.47%new13F-HRTimeline
CWA Asset Management Group, LLC4,058$1.34M0.05%-89313F-HRTimeline
Van Cleef Asset Management,Inc4,054$1.34M0.14%-113F-HRTimeline
CFS Investment Advisory Services, LLC4,004$1.32M0.1%-28213F-HRTimeline
Ameliora Wealth Management Ltd.4,000$1.32M0.4%013F-HRTimeline
Berkeley Capital Partners, LLC3,987$1.32M0.31%+1,52213F-HRTimeline
OKABENA INVESTMENT SERVICES INC3,983$1.31M0.25%+25613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,981$1.31M0.09%+8713F-HRTimeline
FIRST HORIZON CORP3,972$1.31M0.06%-22413F-HRTimeline
Activest Wealth Management3,972$1.31M0.24%+94613F-HRTimeline
China Universal Asset Management Co., L…3,961$1.31M0.1%+4713F-HRTimeline
Cladis Investment Advisory, LLC3,958$1.31M0.72%-44913F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,953$1.3M0.09%+2,53513F-HR/ATimeline
FOREFRONT WEALTH MANAGEMENT INC.3,950$1.3M0.94%-5813F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.3,942$1.3M0.38%13F-HRTimelineGroup
JENSEN INVESTMENT MANAGEMENT INC3,941$1.3M0.02%-43213F-HRTimeline
Keebeck Wealth Management3,939$1.3M0.15%+99113F-HRTimeline
Abel Hall, LLC3,935$1.3M0.3%+83713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,926$1.3M0.13%-1,50013F-HRTimeline
ICW Investment Advisors LLC3,925$1.3M0.47%+2213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,924$1.3M0.07%-2,17013F-HRTimelineGroup
VUB Generali dochodkova spravcovska spo…3,916$1.29M0.99%13F-HRTimeline
Centiva Capital, LP3,911$1.29M0.08%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,910$1.29M0.04%-8213F-HRTimeline
Claro Advisors Inc.3,906$1.29M0.18%-2,46913F-HRTimeline
Smithfield Trust Co3,901$1.29M0.06%-19413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC3,892$1.28M0.64%13F-HRTimeline
Financial Advisors Network, Inc.3,891$1.28M0.18%+5813F-HRTimeline
STABLEFORD CAPITAL II LLC3,879$1.28M0.46%+88613F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,873$1.28M0.62%+113F-HRTimeline
Nilsine Partners, LLC3,857$1.27M0.11%+56413F-HRTimeline
New Insight Wealth Advisors3,852$1.27M0.45%+51313F-HRTimeline
Lewis Asset Management, LLC3,852$1.27M0.52%-25313F-HRTimeline
Elevated Capital Advisors, LLC3,846$1.27M0.3%+1,19113F-HRTimeline
Chesapeake Wealth Management3,842$1.27M0.38%-6013F-HRTimeline
Safeguard Investment Advisory Group, LLC3,822$1.26M0.32%+4513F-HRTimeline
Oak Asset Management, LLC3,813$1.26M0.43%-1113F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,810$1.26M0.82%-5013F-HRTimeline
Elk River Wealth Management LLC3,804$1.26M0.2%013F-HRTimeline
Guardian Capital, LLC3,797$1.25M1.12%13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,796$1.25M0.21%-8413F-HRTimelineGroup
Canopy Partners, LLC3,791$1.25M0.41%+3713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,784$1.25M0.33%+19313F-HRTimeline
New Republic Capital, LLC3,777$1.25M0.33%+1,91413F-HRTimeline
Whalen Wealth Management Inc.3,775$1.25M0.67%+1,45013F-HRTimeline
FOSTER & MOTLEY INC3,766$1.24M0.07%-48913F-HRTimeline
Townsend & Associates, Inc3,658$1.24M0.11%013F-HRTimeline
IFG Advisory, LLC3,739$1.23M0.05%-10313F-HRTimeline
Grove Bank & Trust3,723$1.23M0.14%+43813F-HRTimeline
NCP Inc.3,716$1.23M0.99%+1,53513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC3,711$1.23M0.26%+86513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,707$1.22M0.37%-13213F-HRTimeline
1776 Wealth LLC3,706$1.22M0.46%+1813F-HRTimeline
Ellenbecker Investment Group3,703$1.22M0.17%-1413F-HRTimeline
Prospect Financial Services LLC3,696$1.22M0.7%-96413F-HRTimeline
Patten Group, Inc.3,692$1.22M0.23%-47113F-HRTimeline
Union Heritage Capital, LLC3,692$1.22M0.41%-48613F-HRTimeline
LINCOLN CAPITAL CORP3,688$1.22M0.43%+313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,684$1.22M0.4%013F-HRTimeline
Bernicke Wealth Management, Ltd.3,683$1.22M0.16%13F-HRTimeline
Revisor Wealth Management LLC3,431$1.21M0.33%-813F-HRTimeline
MONECO ADVISORS, LLC3,678$1.21M0.1%-45213F-HRTimeline
Foster Group, Inc.3,671$1.21M0.04%+2,46713F-HRTimeline