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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,626 managers (3,683 13F filers) reported a position in UNH shares at 2024-12-31, 809,614,547 shares in all. 133 filers opened a position and 191 filers sold out during the quarter.

Managers
3,626
13F filers
3,683
New
133
Added
1,387
Reduced
1,494
Sold out
191
Shares held by filers
809,614,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HALL CAPITAL MANAGEMENT CO INC4,648$2.35M1.1%13F-HRTimeline
Alaethes Wealth, LLC4,647$2.35M0.84%+3313F-HRTimeline
Sierra Legacy Group4,636$2.35M2.16%13F-HRTimeline
RFG Advisory, LLC4,635$2.34M0.07%+15013F-HRTimeline
JNBA Financial Advisors4,632$2.34M0.24%-5413F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,622$2.34M1.04%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,615$2.33M0.32%-6113F-HRTimeline
Fielder Capital Group LLC4,613$2.33M0.73%-213F-HRTimeline
Chesapeake Wealth Management4,596$2.32M0.8%-5713F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.4,595$2.32M2.14%13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,592$2.32M0.31%-54613F-HRTimeline
Sierra Capital LLC4,576$2.31M0.27%-8713F-HRTimeline
Aft, Forsyth & Sober, LLC4,575$2.31M0.75%013F-HRTimeline
MOKAN Wealth Management Inc.4,571$2.31M1.47%13F-HRTimeline
Eisler Capital Management Ltd.4,576$2.31M0.08%13F-HRTimeline
GTS SECURITIES LLC4,560$2.31M0.11%-99113F-HRTimeline
Marcum Wealth, LLC4,559$2.31M0.2%-6613F-HRTimeline
Knollwood Investment Advisory, LLC4,555$2.3M0.24%-6,01413F-HRTimeline
SilverOak Wealth Management LLC4,504$2.28M0.49%-913F-HRTimeline
ASPIRIANT, LLC4,498$2.28M0.08%+1613F-HRTimeline
Flavin Financial Services, Inc.4,496$2.27M2.16%13F-HR/ATimeline
Applied Capital LLC/FL4,493$2.27M1.79%-2113F-HRTimeline
Interchange Capital Partners, LLC4,493$2.27M0.82%-23013F-HRTimeline
ANB BANK4,485$2.27M1%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,479$2.27M0.43%+1513F-HRTimeline
Quadcap Wealth Management, LLC4,478$2.27M0.33%-11113F-HRTimeline
Aaron Wealth Advisors LLC4,468$2.26M0.26%+31813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,465$2.26M0.58%+2,65413F-HR/ATimeline
Generali Investments, Management Co LLC4,464$2.26M0.58%13F-HRTimeline
Financial Perspectives, Inc4,459$2.26M0.76%+30013F-HRTimeline
Hartford Financial Management Inc.4,456$2.25M0.46%-8113F-HRTimeline
L.M. KOHN & COMPANY4,455$2.25M0.58%-58213F-HRTimeline
MONECO ADVISORS, LLC4,455$2.25M0.24%-3,92113F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC4,440$2.25M0.62%013F-HRTimeline
First Business Financial Services, Inc.4,437$2.24M0.22%+6713F-HRTimeline
Mayflower Financial Advisors, LLC4,433$2.24M0.34%+16113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,673$2.24M0.29%+60913F-HRTimelineGroup
AFFINITY INVESTMENT ADVISORS, LLC4,426$2.24M1.87%-93813F-HRTimeline
Oak Asset Management, LLC4,414$2.23M0.83%013F-HRTimeline
Cottage Street Advisors LLC4,414$2.23M1.16%-57213F-HRTimeline
Park Place Capital Corp4,413$2.23M0.62%-1513F-HRTimeline
Finivi Inc.4,404$2.23M1.78%-12213F-HRTimeline
Trueblood Wealth Management, LLC4,397$2.22M1.1%-5813F-HRTimeline
WEALTH EFFECTS LLC4,396$2.22M0.79%-3013F-HRTimeline
NWAM LLC4,386$2.22M0.14%+18813F-HRTimeline
Centric Wealth Management4,380$2.22M0.6%-3,47913F-HRTimeline
Monte Financial Group, LLC4,370$2.21M0.95%-1713F-HRTimeline
Stablepoint Partners, LLC4,356$2.2M0.4%-1,09913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,352$2.2M0.12%-44913F-HRTimeline
Savvy Advisors, Inc.4,352$2.2M0.26%+1,04013F-HRTimeline
MeadowBrook Investment Advisors LLC4,351$2.2M1.95%-8913F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,345$2.2M0.71%+3713F-HRTimeline
Radnor Capital Management, LLC4,344$2.2M0.37%-23013F-HRTimeline
Capital Investment Advisory Services, L…4,343$2.2M0.21%+55013F-HRTimeline
Aries Wealth Management4,341$2.2M0.6%-6013F-HRTimeline
Value Partners Investments Inc.4,332$2.19M1.24%-7,43413F-HR/ATimeline
STERLING INVESTMENT MANAGEMENT, LLC4,327$2.19M1.72%-5413F-HRTimeline
Capital Management Associates, Inc4,322$2.19M0.82%-23013F-HRTimeline
Gilliland Jeter Wealth Management LLC4,319$2.18M0.74%-7613F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co4,315$2.18M0.16%-61713F-HRTimeline
Gladius Capital Management LP4,302$2.18M1.25%-93213F-HRTimeline
Linden Thomas Advisory Services, LLC4,297$2.17M0.28%+51813F-HRTimeline
Everhart Financial Group, Inc.4,292$2.17M0.45%-33613F-HRTimeline
Accretive Wealth Partners, LLC4,292$2.17M0.92%-1513F-HRTimeline
Chancellor Financial Group WB LP4,289$2.17M1.75%13F-HRTimeline
Weaver Capital Management LLC4,285$2.17M0.61%+8413F-HRTimeline
PDS Planning, Inc4,274$2.16M0.19%-16113F-HRTimeline
Bigelow Investment Advisors, LLC4,269$2.16M1.01%-57913F-HRTimeline
INKWELL CAPITAL LLC4,266$2.16M2.31%13F-HRTimeline
Advisory Alpha, LLC4,262$2.16M0.08%-1813F-HRTimeline
STABLEFORD CAPITAL II LLC4,260$2.15M0.85%+42613F-HRTimeline
Stillwater Wealth Management Group4,252$2.15M1.93%13F-HRTimeline
Quent Capital, LLC4,250$2.15M0.22%+14013F-HRTimeline
Hardy Reed LLC4,248$2.15M0.19%+1513F-HRTimeline
Freedom Investment Management, Inc.4,243$2.15M0.18%-17313F-HRTimeline
Cooper Financial Group4,243$2.15M0.26%-2913F-HRTimeline
IFG Advisory, LLC4,223$2.14M0.12%+3113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,211$2.13M0.78%+15313F-HRTimeline
RBA Wealth Management, LLC4,208$2.13M0.81%-77613F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,199$2.12M0.81%+12913F-HRTimeline
COURIER CAPITAL LLC4,193$2.12M0.15%+3213F-HRTimeline
ROMANO BROTHERS AND COMPANY4,181$2.11M0.27%-5513F-HRTimeline
Pacific Point Advisors, LLC3,869$2.11M1.28%13F-HRTimeline
OAK ASSOCIATES LTD /OH/4,169$2.11M0.15%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,159$2.1M0.41%-57413F-HRTimeline
Empire Financial Management Company, LLC4,152$2.1M0.66%-6413F-HRTimeline
Crestwood Advisors Group, LLC4,147$2.1M0.04%+26913F-HRTimeline
Freedom Day Solutions, LLC4,145$2.1M0.63%-1313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,135$2.09M0.31%-1,93213F-HR/ATimeline
Comprehensive Financial Consultants Ins…4,133$2.09M0.76%+19313F-HRTimeline
Beaumont Financial Advisors, LLC4,126$2.09M0.16%-10013F-HRTimeline
Arax Advisory Partners4,123$2.09M0.13%+1,94913F-HRTimeline
Moss Adams Wealth Advisors LLC4,122$2.09M0.22%-19813F-HRTimeline
Opal Wealth Advisors, LLC4,122$2.09M0.63%-41313F-HRTimeline
ABLE Financial Group, LLC4,121$2.08M0.62%+2,25913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,118$2.08M0.42%+85413F-HRTimeline
DRW Securities, LLC4,111$2.08M0.14%+3,08013F-HRTimeline
Frisch Financial Group, Inc.4,110$2.08M0.63%+1313F-HRTimeline
NVWM, LLC4,101$2.07M0.52%+3613F-HRTimeline
Mason & Associates Inc4,101$2.07M0.49%+1713F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,096$2.07M1.04%+4113F-HRTimeline
U S WEALTH GROUP, LLC.4,094$2.07M1.57%13F-HRTimeline
Cornerstone Planning, LLC4,094$2.07M0.79%13F-HRTimeline
Left Brain Wealth Management, LLC4,083$2.07M0.78%-13613F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…4,081$2.06M0.39%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,054$2.05M0.74%+67113F-HRTimeline
Ellenbecker Investment Group4,047$2.05M0.37%-613F-HRTimeline
Catalina Capital Group, LLC4,034$2.04M0.67%+6013F-HRTimeline
RMR Wealth Builders4,034$2.04M0.21%+64713F-HR/ATimeline
CAPE ANN SAVINGS BANK4,032$2.04M1.2%-36313F-HRTimeline
Revolve Wealth Partners, LLC4,019$2.03M0.3%-17613F-HR/ATimeline
VIKING FUND MANAGEMENT LLC4,000$2.02M0.32%-6,00013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.3,978$2.01M1.8%13F-HRTimeline
Platform Technology Partners3,975$2.01M0.61%-11213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,969$2.01M0.16%+1,60213F-HR/ATimeline
Clayton Financial Group LLC3,970$2.01M0.72%+1,76513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,968$2.01M0.13%-1,20713F-HRTimelineGroup
First Nebraska Trust Co3,962$2M0.19%013F-HRTimeline
Maxwell Wealth Strategies Inc.3,957$2M0.82%+8513F-HRTimeline
Bowman & Co S.C.3,936$2M1.03%+86113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,948$2M0.4%+72913F-HRTimeline
IMA Advisory Services, Inc.3,946$2M0.24%-5813F-HRTimeline
Avantax Planning Partners, Inc.3,935$1.99M0.07%+25013F-HRTimeline
Proquility Private Wealth Partners, LLC3,929$1.99M0.64%-1,24413F-HRTimeline
VISTA FINANCE, LLC3,927$1.99M2.04%-9213F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,920$1.98M0.51%-2,06013F-HRTimeline
Murphy Pohlad Asset Management LLC3,918$1.98M0.85%-9213F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,905$1.98M1.33%013F-HRTimeline
Financial Advocates Investment Manageme…3,903$1.97M0.11%-35013F-HRTimeline
Polar Asset Management Partners Inc.3,900$1.97M0.03%new13F-HR/ATimeline
Key Financial Inc3,892$1.97M0.45%+8413F-HRTimeline
Hilltop Partners LLC3,891$1.97M0.67%+82013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,889$1.97M-314Timeline
Astoria Portfolio Advisors LLC.3,611$1.96M0.7%+18913F-HRTimeline
Fairfield Financial Advisors, LTD3,877$1.96M0.69%-37413F-HRTimeline
SWS Partners3,866$1.96M0.59%-3313F-HRTimeline
Missouri Trust & Investment Co3,864$1.95M0.69%+72313F-HRTimeline
Townsend & Associates, Inc3,720$1.95M0.2%-3213F-HRTimeline
BCGM Wealth Management, LLC3,858$1.95M0.62%+14313F-HRTimeline
Menard Financial Group LLC3,856$1.95M1.17%+413F-HRTimeline
Strategic Blueprint, LLC3,850$1.95M0.12%+813F-HRTimeline
JSF Financial, LLC3,848$1.95M0.52%+29013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.3,848$1.95M1.2%+3713F-HRTimeline
Financial Engines Advisors L.L.C.3,835$1.94M<0.01%+1,42813F-HRTimeline
Wellington Wealth Strategies, LLC.3,643$1.94M1.76%-37613F-HRTimeline
Optas, LLC3,824$1.93M0.42%-20713F-HRTimeline
Maia Wealth LLC3,548$1.93M0.42%+30013F-HRTimeline
MWA Asset Management3,809$1.93M1.28%+9313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,800$1.92M0.14%+5413F-HRTimeline
Horizon Investment Services, LLC3,800$1.92M0.82%-41013F-HRTimeline
Accurate Wealth Management, LLC3,686$1.92M0.37%-9013F-HRTimeline
Diversified Enterprises, LLC3,793$1.92M0.18%+44113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,792$1.92M1.34%-1713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,788$1.92M0.04%-1,74313F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.3,786$1.92M1.31%+13613F-HRTimeline
Jacobi Capital Management LLC3,769$1.91M0.14%+2213F-HRTimeline
Shum Financial Group, Inc.3,761$1.9M1.64%+8613F-HRTimeline
IAM Advisory, LLC3,748$1.9M0.48%+1713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,736$1.89M0.86%+22213F-HRTimeline
Proficio Capital Partners LLC3,734$1.89M0.15%+1,27913F-HR/ATimeline
Peterson Wealth Services3,733$1.89M0.57%+6313F-HRTimeline
Stokes Family Office, LLC3,732$1.89M0.2%-3913F-HRTimeline
Argentarii, LLC3,730$1.89M0.95%13F-HRTimeline
Geller Advisors LLC3,728$1.89M0.12%-14113F-HRTimeline
Signature Wealth Management Group3,724$1.88M0.76%+9713F-HRTimeline
WILLNER & HELLER, LLC3,720$1.88M1.65%+1013F-HRTimeline
Goepper Burkhardt LLC3,717$1.88M0.76%-2513F-HRTimeline
One Wealth Advisors, LLC3,706$1.87M0.28%+13813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,704$1.87M0.7%-7913F-HRTimeline
Legacy Capital Wealth Partners, LLC3,701$1.87M0.46%-3,72113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,686$1.86M0.05%+45013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,682$1.86M0.18%-77713F-HRTimelineGroup
Pure Financial Advisors, LLC3,674$1.86M0.04%+10213F-HRTimeline
Certified Advisory Corp3,673$1.86M0.2%-8313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding3,666$1.85M-199Timeline
Central Pacific Bank - Trust Division3,665$1.85M0.24%-1,35913F-HRTimeline
Prestige Wealth Management Group LLC3,648$1.85M0.38%-44613F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,394$1.84M0.02%-18913F-HRTimeline
Fiduciary Group, LLC3,637$1.84M0.18%-6413F-HRTimeline
Matrix Trust Co3,634$1.84M0.32%+22513F-HRTimeline
HMS Capital Management, LLC3,629$1.84M0.89%-6213F-HRTimeline
Net Worth Advisory Group3,621$1.83M0.56%-4213F-HRTimeline
IMS Capital Management3,617$1.83M0.85%-913F-HRTimeline
Oxford Wealth Group, LLC3,614$1.83M1.18%+19513F-HRTimeline
West Family Investments, Inc.3,613$1.83M0.64%-52613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…3,607$1.83M0.7%+20413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,606$1.82M0.1%+71913F-HRTimelineGroup
Smith Salley Wealth Management3,603$1.82M0.12%-4013F-HRTimeline
Continuum Advisory, LLC3,595$1.82M0.23%-2313F-HRTimeline
FSM Wealth Advisors, LLC3,561$1.82M0.45%-19313F-HRTimeline
Highview Capital Management LLC/DE/3,591$1.82M0.7%-46413F-HR/ATimeline
MIdWestOne Financial Group, Inc.3,588$1.81M0.25%-8813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,576$1.81M0.55%+913F-HRTimeline
Quotient Wealth Partners, LLC3,574$1.81M0.06%-23413F-HRTimeline
BlueStem Wealth Partners, LLC3,563$1.8M0.24%13F-HRTimeline
Ramirez Asset Management, Inc.3,559$1.8M0.36%013F-HRTimeline
Evernest Financial Advisors, LLC3,559$1.8M0.47%+12813F-HRTimeline
CoreCap Advisors, LLC3,553$1.8M0.08%+1,99113F-HRTimeline
Pettee Investors, Inc.3,547$1.79M0.91%-4013F-HRTimeline
Emprise Bank3,542$1.79M1.01%-13813F-HRTimeline