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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cox Capital Mgt LLC4,642$1.26M0.83%+2,29713F-HRTimeline
HARVEY INVESTMENT CO LLC4,635$1.25M0.14%-2813F-HRTimeline
Townsend & Associates, Inc3,543$1.25M0.11%-11513F-HRTimeline
Thompson David Blair4,628$1.25M0.72%-97113F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,626$1.25M0.03%-1,72113F-HRTimeline
PDS Planning, Inc4,613$1.25M0.08%-1,04313F-HRTimeline
CFS Investment Advisory Services, LLC3,843$1.25M0.09%-16113F-HRTimeline
SENTINEL TRUST CO LBA4,604$1.25M0.12%+10013F-HRTimeline
Radnor Capital Management, LLC4,604$1.25M0.18%013F-HRTimeline
Triangle Securities Wealth Management4,591$1.24M0.28%-413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ascentis Wealth Management, LLCgroup of 2 filers holding4,580$1.24M+2,120Timeline
Hound Partners, LLCin group Hound Partners, LLC4,580$1.24M0.16%new13F-HRTimelineGroup
Cetera Trust Company, N.A4,580$1.24M0.7%-15813F-HRTimeline
Peterson Wealth Services4,578$1.24M0.31%+18713F-HRTimeline
Argentarii, LLC4,576$1.24M0.43%+25513F-HRTimeline
Inscription Capital, LLC4,570$1.24M0.13%-1,53813F-HRTimeline
Nilsine Partners, LLC3,477$1.23M0.1%-38013F-HRTimeline
Narwhal Capital Management4,554$1.23M0.09%-98813F-HRTimeline
SUMITOMO LIFE INSURANCE CO4,553$1.23M0.03%-4,05113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,548$1.23M0.02%+2713F-HRTimelineGroup
Mendel Money Management4,527$1.22M0.51%-24513F-HRTimeline
Knollwood Investment Advisory, LLC4,523$1.22M0.12%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC4,502$1.22M0.24%+79113F-HRTimeline
OARSMAN CAPITAL, INC.4,452$1.2M0.15%-14513F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC4,451$1.2M0.55%-5513F-HRTimeline
Symphony Financial, Ltd. Co.4,501$1.2M0.16%-7,96313F-HRTimeline
Private Wealth Asset Management, LLC4,447$1.2M0.13%-22613F-HRTimeline
Cornerstone Wealth Group, LLC3,473$1.2M0.08%-17713F-HRTimeline
Frisch Financial Group, Inc.4,440$1.2M0.25%+15113F-HRTimeline
COURIER CAPITAL LLC4,440$1.2M0.07%-2013F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC4,437$1.2M0.24%-1,98113F-HRTimeline
OFI INVEST ASSET MANAGEMENT4,744$1.2M0.02%-25,43113F-HRTimeline
MeadowBrook Investment Advisors LLC4,429$1.2M1.06%+36713F-HRTimeline
JNBA Financial Advisors4,429$1.2M0.1%-17413F-HRTimeline
Robertson Stephens Wealth Management, L…4,406$1.19M0.03%+8813F-HRTimeline
Mayflower Financial Advisors, LLC4,402$1.19M0.14%-37413F-HRTimeline
Oslo Pensjonsforsikring AS4,394$1.19M0.19%+1,80213F-HRTimeline
Mechanics Bank Trust Department4,391$1.19M0.16%-73813F-HRTimeline
CWA Asset Management Group, LLC4,389$1.19M0.04%+33113F-HRTimeline
HM PAYSON & CO4,386$1.19M0.02%-20313F-HRTimeline
Zuckerman Investment Group, LLC4,384$1.19M0.11%+22013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,973$1.18M0.96%+48413F-HRTimeline
Aspen Grove Capital, LLC4,360$1.18M0.23%-9713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,238$1.18M0.62%-6,01113F-HRTimeline
Optas, LLC4,353$1.18M0.18%-7013F-HRTimeline
Lewis Asset Management, LLC4,343$1.18M0.48%+49113F-HRTimeline
LJI Wealth Management, LLC4,331$1.17M0.19%+1,44813F-HRTimeline
Capital Planning Advisors, LLC4,326$1.17M0.17%-25113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV4,311$1.17M1%-32513F-HRTimeline
Douglass Winthrop Advisors, LLC4,310$1.17M0.02%+2,38813F-HRTimeline
SCS Capital Management LLC4,309$1.17M0.01%-18613F-HRTimeline
Congress Park Capital LLC4,306$1.17M0.36%+83113F-HRTimeline
Naviter Wealth, LLC4,305$1.16M0.15%+24113F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC4,300$1.16M1.65%013F-HRTimeline
SlateStone Wealth, LLC4,294$1.16M0.1%-83113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,290$1.16M0.07%-28713F-HRTimeline
Ted Buchan & Co4,289$1.16M0.42%-4,71013F-HRTimeline
Financial Perspectives, Inc4,283$1.16M0.32%-913F-HRTimeline
Bison Wealth, LLC2,887$1.16M0.11%+3813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,253$1.15M0.12%+8513F-HRTimeline
Chancellor Financial Group WB LP4,243$1.15M0.82%-113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…4,245$1.15M0.01%+1,12513F-HRTimelineGroup
EPIQ PARTNERS, LLC4,227$1.14M0.53%013F-HRTimeline
Richwood Investment Advisors, LLC4,209$1.14M0.88%-4613F-HRTimeline
Walser Wealth Management Company, A Ltd…4,186$1.13M0.51%+1,88513F-HRTimeline
Rydar Equities, Inc.4,181$1.13M0.88%-13513F-HRTimeline
ICW Investment Advisors LLC4,167$1.13M0.41%+24213F-HRTimeline
Duncan Williams Asset Management, LLC4,161$1.13M0.31%-17913F-HRTimeline
CULLINAN ASSOCIATES INC4,154$1.12M0.09%-2,37513F-HRTimeline
Deseret Mutual Benefit Administrators4,148$1.12M0.38%+2,21313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM4,144$1.12M0.17%-27713F-HRTimelineGroup
Mill Creek Capital Advisors, LLC4,134$1.12M0.02%-513F-HRTimeline
Financial Advisors Network, Inc.4,117$1.11M0.15%+22613F-HRTimeline
First Nebraska Trust Co4,077$1.1M0.1%-1213F-HRTimeline
Invst, LLC4,068$1.1M0.12%-2,37613F-HRTimeline
Moss Adams Wealth Advisors LLC4,065$1.1M0.08%-63913F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…4,063$1.1M0.04%-2,22813F-HRTimelineGroup
Dala Group, LLC4,048$1.1M0.92%+2,74913F-HRTimeline
Heartwood Wealth Advisors LLC4,057$1.1M0.1%+3,38313F-HRTimeline
Souders Financial Advisors4,055$1.1M0.13%+97813F-HRTimeline
Van Cleef Asset Management,Inc4,054$1.1M0.12%013F-HRTimeline
Claro Advisors Inc.4,051$1.1M0.13%+14513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,046$1.09M0.17%+67213F-HRTimelineGroup
WHITE PINE CAPITAL LLC4,040$1.09M0.3%-9013F-HR/ATimeline
Cooper Financial Group4,039$1.09M0.11%-29913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,026$1.09M0.62%+2,18713F-HRTimeline
GM Advisory Group, LLC4,015$1.09M0.04%-7,11313F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…4,000$1.08M0.06%new13F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…4,000$1.08M1.81%+3,99013F-HRTimeline
Ameliora Wealth Management Ltd.4,000$1.08M0.35%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC3,996$1.08M0.18%-27413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,962$1.07M0.13%-54213F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.3,962$1.07M0.14%-4,13013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,959$1.07M0.07%-4,28313F-HRTimeline
NWAM LLC3,958$1.07M0.06%-2,49913F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,916$1.06M0.84%013F-HRTimeline
Main Street Financial Solutions, LLC3,913$1.06M0.08%+1,18813F-HRTimeline
Legacy Wealth Management, LLC / MS3,908$1.06M0.3%-5,00213F-HRTimeline
CMH Wealth Management LLC3,888$1.05M0.18%new13F-HRTimeline
Capital Wealth Planning, LLC3,880$1.05M0.01%-65113F-HRTimeline
Caldwell Trust Co3,875$1.05M0.09%-3,16813F-HRTimeline
Strong Retirement Solutions LLC3,868$1.05M0.73%+89113F-HRTimeline
Activest Wealth Management3,854$1.04M0.18%-11813F-HRTimeline
Howard Capital Management, LLC3,849$1.04M0.02%-3,91113F-HRTimeline
Volterra Technologies LP3,833$1.04M0.74%+1,13313F-HRTimeline
Westside Investment Management, Inc.3,816$1.03M0.16%-55713F-HRTimeline
OAKWORTH CAPITAL, INC.3,815$1.03M0.05%-3,02913F-HRTimeline
PLIMOTH TRUST CO LLC3,807$1.03M0.23%-47913F-HRTimeline
Elk River Wealth Management LLC3,804$1.03M0.17%013F-HRTimeline
American Investment Services, Inc.3,802$1.03M0.23%new13F-HRTimeline
Avidity Partners Management LP3,800$1.03M0.21%new13F-HR/ATimeline
Ridgewood Investments LLC3,797$1.03M0.42%13F-HRTimeline
Safeguard Investment Advisory Group, LLC3,795$1.03M0.28%-2713F-HRTimeline
Campbell & CO Investment Adviser LLC3,795$1.03M0.06%-7,25413F-HRTimeline
Fielder Capital Group LLC3,780$1.02M0.22%-60113F-HRTimeline
Oasis Advisors, LLC3,780$1.02M0.2%+2,60313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,773$1.02M-1,682Timeline
Opal Wealth Advisors, LLC3,772$1.02M0.23%+10413F-HRTimeline
Oak Asset Management, LLC3,763$1.02M0.35%-5013F-HRTimeline
MJP ASSOCIATES INC /ADV3,762$1.02M0.12%+1,03413F-HRTimeline
NORDEN GROUP LLC3,758$1.02M0.1%-63113F-HRTimeline
TRUE Private Wealth Advisors3,755$1.02M0.1%+9013F-HRTimeline
MSH Capital Advisors LLC3,750$1.01M0.21%+22413F-HRTimeline
Ellenbecker Investment Group3,749$1.01M0.14%+4613F-HRTimeline
MONECO ADVISORS, LLC3,747$1.01M0.08%+6913F-HRTimeline
Zullo Investment Group, Inc.3,743$1.01M0.38%+19813F-HRTimeline
Bernicke Wealth Management, Ltd.3,734$1.01M0.13%+5113F-HRTimeline
Johnson & White Wealth Management, LLC3,734$1.01M0.43%+6513F-HRTimeline
Smithfield Trust Co3,742$1.01M0.04%-15913F-HRTimeline
SkyView Investment Advisors, LLC3,719$1.01M0.14%+5213F-HRTimeline
HOWE & RUSLING INC3,719$1.01M0.07%-36713F-HRTimeline
Union Heritage Capital, LLC3,692$999K0.37%013F-HRTimeline
Canopy Partners, LLC3,690$998K0.34%-10113F-HRTimeline
Revisor Wealth Management LLC3,671$994K0.27%+24013F-HRTimeline
Tweedy, Browne Co LLC3,667$992K0.08%+1,20813F-HRTimeline
Heartland Bank & Trust Co3,647$987K0.22%+2,66713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP3,646$987K0.03%new13F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC3,629$982K0.1%-613F-HRTimeline
Grove Bank & Trust3,617$979K0.11%-10613F-HRTimeline
CAXTON ASSOCIATES LLP3,614$978K0.02%-1,05013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,605$975K0.41%-4013F-HRTimeline
Elefante Mark B3,596$973K0.54%-3,40113F-HRTimeline
Torrey Growth & Income Advisors3,656$972K0.41%-40513F-HRTimeline
Solidarity Wealth, LLC3,577$968K0.19%-3,52913F-HRTimeline
1776 Wealth LLC3,569$966K0.38%-13713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,563$964K0.14%+38713F-HRTimelineGroup
LANARK FINANCIAL, INC.3,556$962K0.07%+35613F-HRTimeline
Generation Capital Management LLC3,546$960K0.7%-1013F-HRTimeline
Foster Group, Inc.3,525$954K0.03%-14613F-HRTimeline
X-Square Capital, LLC3,519$952K0.32%+87313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,509$950K0.02%-71413F-HRTimeline
Chung Wu Investment Group, LLC3,505$948K0.82%-1,57013F-HRTimeline
Cassia Capital Partners, LLC3,479$941K0.48%+1,08113F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,477$941K0.34%013F-HRTimelineGroup
James J. Burns & Company, LLC3,470$939K0.13%-113F-HRTimeline
US Asset Management LLC3,469$939K0.81%-1513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,466$938K0.29%+27913F-HRTimeline
BEARING POINT CAPITAL, LLC3,462$937K0.15%-1,77213F-HRTimeline
Rooted Wealth Advisors, Inc.2,895$937K0.25%+24313F-HRTimeline
Pictet North America Advisors SA3,440$931K0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,435$929K0.02%-6813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC3,426$927K0.11%+64713F-HRTimeline
BlueStem Wealth Partners, LLC3,416$924K0.1%-8213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC3,416$924K0.5%+7913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,413$924K0.54%+3013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,412$923K0.32%-2,05513F-HRTimeline
Orange Investment Advisors, Inc.3,390$917K0.12%-14,79213F-HR/ATimeline
Wellspring Financial Advisors, LLC3,385$916K0.07%-1,30813F-HRTimeline
HHM Wealth Advisors, LLC3,377$914K0.11%+6313F-HRTimeline
Evansbrook LLC3,372$913K0.61%-8413F-HRTimeline
Intellectus Partners, LLC3,367$911K0.19%-1413F-HRTimeline
Ascent Wealth Partners, LLC3,365$911K0.11%+3813F-HRTimeline
Signature Wealth Management Group3,360$909K0.35%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,357$908K0.03%+213F-HRTimeline
Ellevest, Inc.3,349$906K0.13%+16513F-HRTimeline
Institute for Wealth Management, LLC.3,348$906K0.1%+8513F-HRTimeline
V-Square Quantitative Management LLC3,346$905K0.1%+36113F-HRTimeline
SGL Investment Advisors, Inc.2,355$905K0.34%-2313F-HRTimeline
Requisite Capital Management, LLC3,341$904K0.17%+313F-HRTimeline
TLWM3,340$904K0.16%+44513F-HRTimeline
SevenBridge Financial Group, LLC2,554$903K0.14%-6,91513F-HRTimeline
Revolve Wealth Partners, LLC3,337$903K0.12%-19913F-HRTimeline
Colonial River Investments, LLC3,324$899K0.32%+5013F-HRTimeline
Abundance Wealth Counselors3,319$898K0.13%+65913F-HRTimeline
RiverFront Investment Group, LLC3,319$898K0.01%+37913F-HRTimeline
Continuum Advisory, LLC3,314$897K0.09%+33713F-HRTimeline
Kenora Financial, LLC3,311$896K0.31%+7013F-HRTimeline
Bridgefront Capital, LLC3,309$895K0.22%-1,17213F-HRTimeline
CSU Producer Resources, Inc.3,300$893K2.56%013F-HRTimeline
Churchill Financial Advisors, LLC3,300$893K0.19%+60013F-HRTimeline
MCF Advisors LLC3,282$888K0.04%+9513F-HRTimeline
PUREfi Wealth, LLC3,269$884K0.58%+1,41613F-HRTimeline
DAVIS R M INC3,267$884K0.02%-36313F-HRTimeline
Fund 1 Investments, LLCin group Fund 1 Investments, LLC3,260$882K0.11%new13F-HRTimelineGroup
Cache Advisors, LLC3,235$875K0.1%013F-HRTimeline
WEST PACES ADVISORS INC.3,218$871K0.17%+26213F-HRTimeline
United Advisor Group, LLC3,214$870K0.11%-33013F-HRTimeline
Founders Financial Alliance, LLC3,209$868K0.16%+2,27113F-HRTimeline
Hartford Funds Management Co LLC3,207$868K0.08%+51713F-HRTimeline
CAPITAL & PLANNING, LLC3,203$867K0.53%new13F-HRTimeline