Skip to content
Disclosery

UNH UNITEDHEALTH GROUP INC

Follow

COM (common), issuer CIK 731766

3,326 managers (3,395 13F filers) reported a position in UNH shares at 2026-06-30, 785,648,789 shares in all. 483 filers opened a position and 141 filers sold out during the quarter.

Managers
3,326
13F filers
3,395
New
483
Added
1,312
Reduced
1,269
Sold out
141
Shares held by filers
785,648,789

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,229$1.34M0.01%-1,01613F-HRTimelineGroup
Founders Financial Alliance, LLC3,219$1.34M0.18%+1013F-HRTimeline
DAVIS R M INC3,213$1.34M0.02%-5413F-HRTimeline
Lodestone Wealth Management LLC3,212$1.33M0.47%+59513F-HRTimeline
Finivi Inc.3,211$1.33M0.68%+9613F-HRTimeline
Riverwater Partners LLC3,210$1.33M0.4%+58413F-HRTimeline
AVISO WEALTH MANAGEMENT3,209$1.33M0.45%+1,47813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,204$1.33M0.04%+11013F-HRTimeline
Marble Wealth, LLC3,200$1.33M0.2%+4413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,198$1.33M-575Timeline
Cyndeo Wealth Partners, LLC3,159$1.31M0.06%+23513F-HRTimeline
Burnham & Co LLC3,155$1.31M1.06%13F-HRTimeline
BDF-GESTION14,443$1.31M0.18%-1,62413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,149$1.31M0.23%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,147$1.31M0.32%-1,94913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC3,146$1.31M0.68%-27013F-HRTimeline
EVERETT HARRIS & CO /CA/3,142$1.31M0.02%013F-HRTimeline
TRB Wealth Management, LLC3,137$1.3M0.17%+1,18913F-HRTimeline
Jefferson Bridge Capital, LLC3,130$1.3M1.13%013F-HRTimeline
Zhang Financial LLC3,128$1.3M0.04%+1913F-HRTimeline
EdgeRock Capital LLC3,126$1.3M0.29%+3413F-HRTimeline
Wellspring Financial Advisors, LLC3,115$1.3M0.09%-27013F-HRTimeline
111 Capital3,114$1.29M0.22%-2,72013F-HRTimeline
Orange Investment Advisors, Inc.3,108$1.29M0.16%-28213F-HRTimeline
Hound Partners, LLCin group Hound Partners, LLC3,106$1.29M0.15%-1,47413F-HRTimelineGroup
West Family Investments, Inc.3,100$1.29M0.37%+2,11513F-HRTimeline
Keel Point, LLC3,098$1.29M0.08%+29413F-HRTimeline
Pacific Point Advisors, LLC3,088$1.28M0.59%-1,84913F-HRTimeline
Clarendon Private LLC3,086$1.28M0.82%+35113F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,070$1.28M0.3%-8513F-HRTimeline
Coastwise Capital Group, LLC3,068$1.28M0.74%-1913F-HRTimeline
Balefire, LLC3,058$1.27M0.21%+1313F-HRTimeline
Huntleigh Advisors, Inc.3,057$1.27M0.18%+1,02413F-HRTimeline
CONNORS INVESTOR SERVICES INC3,057$1.27M0.11%new13F-HRTimeline
Institute for Wealth Management, LLC.3,052$1.27M0.11%-29613F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…3,049$1.27M0.14%-6,86113F-HRTimelineGroup
One Capital Management, LLC4,681$1.27M0.04%013F-HRTimeline
Andrews Advisory Associates, LLC3,023$1.26M0.6%-13113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,019$1.25M0.02%+15713F-HRTimeline
Legato Capital Management LLC3,017$1.25M0.1%+58213F-HRTimeline
SCS Capital Management LLC3,017$1.25M0.01%-1,29213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,006$1.25M0.02%-42913F-HRTimelineGroup
EARNEST PARTNERS LLC3,005$1.25M<0.01%-3013F-HRTimeline
Archford Capital Strategies, LLC3,005$1.25M0.13%+14213F-HRTimeline
Trust Investment Advisors3,004$1.25M0.6%+413F-HRTimeline
Churchill Financial Advisors, LLC3,000$1.25M0.24%-30013F-HRTimeline
KLCM Advisors, Inc.2,988$1.24M0.1%-2513F-HRTimeline
United Advisor Group, LLC2,980$1.24M0.13%-23413F-HRTimeline
CALTON & ASSOCIATES, INC.2,975$1.24M0.18%-2613F-HRTimeline
Quent Capital, LLC2,972$1.24M0.08%+51313F-HRTimeline
Athena Wealth Management, LLC2,968$1.23M0.92%+1,02213F-HRTimeline
LVW Advisors, LLC2,960$1.23M0.11%+90613F-HRTimeline
TRUST POINT INC.2,958$1.23M0.1%+57113F-HRTimeline
Key Financial Inc2,946$1.22M0.2%-2613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,946$1.22M0.02%-56313F-HRTimeline
INGALLS & SNYDER LLC2,945$1.22M0.03%-12413F-HRTimeline
E&G Advisors, LLC2,942$1.22M0.24%-4013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,942$1.22M0.16%013F-HRTimelineGroup
Range Advisory, LLC2,934$1.22M0.15%+1,19113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,932$1.22M0.33%+1,65713F-HRTimeline
SBI Okasan Asset Management Co.Ltd.2,900$1.22M0.04%+50013F-HRTimeline
Genesee Capital Advisors, LLC2,929$1.22M0.38%+1,26913F-HRTimeline
FOSTER & MOTLEY INC2,907$1.21M0.06%-8713F-HRTimeline
Prentice Wealth Management LLC2,906$1.21M0.25%-1913F-HRTimeline
FSM Wealth Advisors, LLC2,903$1.21M0.13%+56313F-HRTimeline
Wealth Intelligence, LLC2,896$1.2M0.56%+63613F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,893$1.2M0.01%new13F-HRTimeline
Rothschild Wealth LLC2,881$1.2M0.1%+23013F-HRTimeline
Stonebrook Private Inc.2,881$1.2M0.22%+77113F-HRTimeline
Vectors Research Management, LLC2,878$1.2M0.31%+4213F-HRTimeline
Facet Wealth, Inc.2,877$1.2M0.02%+75613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,866$1.19M0.08%+7813F-HRTimelineGroup
Abel Hall, LLC2,865$1.19M0.21%+59613F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC2,865$1.19M0.81%-21,69813F-HRTimeline
James J. Burns & Company, LLC2,850$1.18M0.13%-62013F-HRTimeline
Hudock, Inc.2,844$1.18M0.15%+2813F-HRTimeline
Paladin Wealth, LLC2,820$1.17M0.68%-22313F-HRTimeline
HHM Wealth Advisors, LLC2,820$1.17M0.12%-55713F-HRTimeline
VIMA LLC2,817$1.17M1.14%13F-HRTimeline
Nicholas Hoffman & Company, LLC.2,812$1.17M0.02%+23313F-HRTimeline
Persium Advisors, LLC2,810$1.17M0.76%-36113F-HR/ATimeline
Income Insurance Ltd2,805$1.17M0.69%+8013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON CAPITAL MANAGEMENT LLC2,804$1.17M0.04%+5413F-HRTimeline
Monte Financial Group, LLC2,811$1.16M0.37%-3713F-HRTimeline
Ridgewood Investments LLC2,799$1.16M0.44%-99813F-HRTimeline
Burford Brothers, Inc.2,799$1.16M0.43%+6113F-HRTimeline
Heritage Family Offices, LLP2,797$1.16M0.45%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,797$1.16M0.45%new13F-HRTimeline
McAdam, LLC2,782$1.16M0.04%+70013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,774$1.15M0.07%-1613F-HRTimeline
Emprise Bank2,770$1.15M0.42%-5913F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC2,778$1.15M0.75%-3,43013F-HRTimeline
Laraway Financial Advisors Inc2,759$1.15M0.7%-7713F-HRTimeline
Financial Sense Advisors, Inc.2,757$1.15M0.23%+6113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,748$1.14M0.34%+23413F-HRTimeline
GeoWealth Management, LLC2,747$1.14M0.04%+17013F-HRTimeline
National Wealth Management Group, LLC2,742$1.14M0.35%-1813F-HRTimeline
Stokes Capital Advisors, LLC2,738$1.14M0.24%+5413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.2,726$1.13M0.14%-1,23613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,721$1.13M0.34%-13913F-HRTimeline
Retirement Planning Group, LLC2,718$1.13M0.03%+22813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,712$1.13M0.36%+6513F-HRTimeline
Perennial Investment Advisors, LLC2,710$1.13M0.08%+18413F-HRTimeline
Acorns Advisers, LLC2,706$1.12M0.01%-22213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,703$1.12M0.05%-13413F-HRTimeline
BANK OF HAWAII2,699$1.12M0.06%-5013F-HRTimeline
Strategic Financial Services, Inc.2,697$1.12M0.05%-15213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,694$1.12M0.35%+1713F-HRTimelineGroup
LRI Investments, LLC19,360$1.12M0.09%+3513F-HRTimeline
CoreCap Advisors, LLC2,691$1.12M0.03%+22913F-HRTimeline
MBL Wealth, LLC2,688$1.12M0.08%+73013F-HRTimeline
Winthrop Capital Management, LLC2,687$1.12M0.27%+713F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,682$1.11M0.15%-513F-HR/ATimelineGroup
Keudell/Morrison Wealth Management2,681$1.11M0.21%-16313F-HRTimeline
New Republic Capital, LLC2,680$1.11M0.26%+38413F-HRTimeline
WORLD EQUITY GROUP, INC.2,677$1.11M0.25%+17213F-HRTimeline
Legend Capital Advisors LLC2,676$1.11M0.61%+113F-HRTimeline
Mission Creek Capital Partners, Inc.2,676$1.11M0.2%+1,28013F-HRTimeline
Cromwell Holdings LLC2,674$1.11M0.5%+40013F-HRTimeline
Hamilton Capital, LLC2,670$1.11M0.05%+51513F-HRTimeline
Boreal Capital Management LLC2,669$1.11M0.83%-51913F-HRTimeline
Colonial River Investments, LLC2,666$1.11M0.32%-65813F-HRTimeline
Sunpointe, LLC2,658$1.1M0.31%+17213F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,653$1.1M0.17%+9413F-HRTimeline
TOWNSQUARE CAPITAL LLC2,649$1.1M0.2%+31113F-HRTimeline
Tailwinds Wealth, LLC2,648$1.1M0.65%+1,42013F-HRTimeline
ALKEME WEALTH, LLC2,647$1.1M0.42%+5413F-HRTimeline
BEACON FINANCIAL GROUP2,644$1.1M0.1%+13713F-HRTimeline
Elyxium Wealth, LLC2,644$1.1M0.12%+1,39813F-HRTimeline
TODD ASSET MANAGEMENT LLC2,641$1.1M0.02%013F-HRTimeline
American Money Management, LLC2,637$1.1M0.16%+15013F-HRTimeline
Sun Financial Inc2,681$1.1M0.52%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,626$1.09M0.37%-13,22813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,661$1.09M0.04%+88213F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.2,604$1.08M0.93%-48913F-HRTimeline
Baader Bank Aktiengesellschaft2,600$1.08M0.09%new13F-HRTimeline
Hardy Reed LLC2,600$1.08M0.07%-5413F-HRTimeline
WealthPLAN Partners, LLC2,594$1.08M0.21%+37813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,593$1.08M0.13%+12713F-HRTimeline
SMITH, MOORE & CO.2,592$1.08M0.07%+48013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,592$1.08M0.06%-11313F-HRTimeline
Advocate Investing Services LLC2,589$1.08M0.83%-3413F-HRTimeline
ROCKLAND TRUST CO2,589$1.08M0.04%+2913F-HRTimeline
Wellington Grp LLC2,586$1.07M0.28%-7313F-HR/ATimeline
AAFMAA Wealth Management & Trust LLC2,585$1.07M0.38%-613F-HRTimeline
Evolution Wealth Advisors, LLC2,584$1.07M0.13%new13F-HRTimeline
PFW Advisors LLC2,580$1.07M0.31%+1313F-HRTimeline
Tempo Wealth, LLC2,579$1.07M0.16%+14113F-HRTimeline
LPWM LLC2,576$1.07M0.24%013F-HRTimeline
Semus Wealth Partners LLC2,571$1.07M0.52%-57113F-HRTimeline
Atlas Legacy Advisors, LLC2,660$1.07M0.16%+61113F-HRTimeline
WRAPMANAGER INC2,565$1.07M0.33%-5713F-HRTimeline
Patriot Financial Group Insurance Agenc…2,564$1.06M0.11%-2,75413F-HRTimeline
Verity & Verity, LLC2,558$1.06M0.07%-37313F-HRTimeline
GW&K Investment Management, LLC2,552$1.06M0.01%-2,62213F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,550$1.06M0.43%013F-HRTimelineGroup
Centurion Wealth Management LLC2,543$1.06M0.25%+6013F-HRTimeline
Clearstead Trust, LLC2,531$1.05M0.14%-113F-HRTimeline
Baldwin Investment Management, LLC2,529$1.05M0.1%-36513F-HRTimeline
DV Trading LLC2,528$1.05M0.09%new13F-HRTimeline
Brand Asset Management Group, Inc.2,523$1.05M0.23%-3513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,521$1.05M0.17%+32413F-HRTimeline
Uncommon Cents Investing LLC2,520$1.05M0.23%+3013F-HRTimeline
FourThought Financial Partners, LLC2,519$1.05M0.08%+7913F-HRTimeline
Rede Wealth, LLC2,514$1.04M0.35%-3813F-HRTimeline
BARLOW WEALTH PARTNERS, LLC2,448$1.04M0.11%013F-HRTimeline
First Bank & Trust2,501$1.04M0.15%-3413F-HRTimeline
Granite Harbor Advisors, Inc.2,498$1.04M0.41%-9513F-HRTimeline
Arcus Capital Partners, LLC2,489$1.03M0.43%-11813F-HRTimeline
Continuum Advisory, LLC2,489$1.03M0.08%-82513F-HRTimeline
EVERPAR ADVISORS LLC2,485$1.03M0.29%+24113F-HRTimeline
Rossmore Private Capital2,474$1.03M0.08%+19013F-HRTimeline
CYBER HORNET ETFs LLC2,473$1.03M0.58%-1713F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,459$1.02M0.2%-54213F-HRTimeline
Lakeshore Capital Group, Inc.2,454$1.02M0.75%+2413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC2,448$1.02M0.31%+18713F-HRTimeline
TOWER BRIDGE ADVISORS2,447$1.02M0.09%+18213F-HRTimeline
SC&H Financial Advisors, Inc.2,447$1.02M0.13%+3013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,446$1.02M0.08%+93813F-HRTimeline
Counterweight Ventures, LLC2,446$1.02M0.51%-13213F-HRTimeline
Jacobs Equity LLC2,443$1.02M0.7%+45013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,440$1.01M0.08%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,430$1.01M0.05%-2513F-HRTimelineGroup
PATRON PARTNERS, LLC2,428$1.01M0.39%-14213F-HRTimeline
Sunflower Bank, N.A.2,426$1.01M0.24%+21513F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC2,422$1.01M0.17%+16513F-HRTimeline
PICTET BANK & TRUST Ltd2,423$1.01M1.08%013F-HRTimeline
MRA Advisory Group2,421$1.01M0.37%-38613F-HRTimeline
Spinnaker Investment Group, LLC2,413$1M0.16%+14613F-HRTimeline
Sompo Asset Management Co., Ltd.2,410$1M0.16%-39013F-HRTimeline
Activest Wealth Management2,407$1M0.19%-1,44713F-HRTimeline
Rothschild Capital Partners, LLC2,400$998K0.21%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,399$997K0.1%-1,02713F-HRTimeline
FNY Investment Advisers, LLC2,400$997K0.36%+2,30013F-HRTimeline
Warren Street Wealth Advisors, LLC2,398$997K0.23%+13113F-HRTimeline
Camelot Portfolios, LLC2,396$996K0.71%+513F-HRTimeline
STABLEFORD CAPITAL II LLC2,388$993K0.34%+19513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,375$987K0.11%+27313F-HR/ATimeline
S.A. Mason LLC2,372$986K0.3%new13F-HRTimeline
Root Financial Partners, LLC2,372$986K0.04%+72013F-HRTimeline