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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,559 managers (3,614 13F filers) reported a position in UNH shares at 2025-03-31, 810,565,183 shares in all. 165 filers opened a position and 215 filers sold out during the quarter.

Managers
3,559
13F filers
3,614
New
165
Added
1,413
Reduced
1,667
Sold out
215
Shares held by filers
810,565,183

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PERSONAL CFO SOLUTIONS, LLC4,383$2.3M0.47%+22413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,382$2.3M1.75%+2,97413F-HRTimeline
Evelyn Partners Investment Management (…4,379$2.29M0.86%+93513F-HR/ATimeline
NWAM LLC4,366$2.29M0.2%-2013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,354$2.28M0.26%+1,10513F-HRTimelineGroup
Marcum Wealth, LLC4,352$2.28M0.2%-20713F-HRTimeline
Opal Wealth Advisors, LLC4,343$2.27M0.7%+22113F-HRTimeline
Jain Global LLC4,341$2.27M0.05%+2,74713F-HRTimeline
Greenwoods Asset Management Hong Kong L…in group Greenwoods Asset Management H…4,338$2.27M0.07%-9,82713F-HRTimelineGroup
Peterson Wealth Services4,331$2.27M0.7%+59813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,326$2.27M0.25%-3,25013F-HRTimelineGroup
Camarda Financial Advisors, LLC4,325$2.27M1.02%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,324$2.26M0.34%+18913F-HRTimeline
COURIER CAPITAL LLC4,320$2.26M0.15%+12713F-HRTimeline
Freedom Investment Management, Inc.4,303$2.25M0.19%+6013F-HRTimeline
MONECO ADVISORS, LLC4,303$2.25M0.23%-15213F-HR/ATimeline
AGP FRANKLIN, LLC3,857$2.25M1.39%-2,21513F-HRTimeline
Comprehensive Financial Consultants Ins…4,296$2.25M0.8%+16313F-HRTimeline
Chancellor Financial Group WB LP4,289$2.25M1.87%013F-HRTimeline
IFG Advisory, LLC4,286$2.24M0.12%+6313F-HRTimeline
Ellenbecker Investment Group4,280$2.24M0.4%+23313F-HRTimeline
Hilltop Partners LLC4,280$2.24M0.76%+38913F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co4,265$2.23M0.17%-5013F-HRTimeline
Bigelow Investment Advisors, LLC4,255$2.23M1.06%-1413F-HRTimeline
Quadcap Wealth Management, LLC4,241$2.22M0.32%-23713F-HRTimeline
INKWELL CAPITAL LLC4,237$2.22M2.42%-2913F-HRTimeline
Stablepoint Partners, LLC4,224$2.21M0.4%-13213F-HRTimeline
ASPIRIANT, LLC4,217$2.21M0.08%-28113F-HRTimeline
Relyea Zuckerberg Hanson LLC4,216$2.21M0.3%-37613F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC4,211$2.21M1.57%-11613F-HRTimeline
MeadowBrook Investment Advisors LLC4,207$2.2M2.06%-14413F-HRTimeline
Missouri Trust & Investment Co4,204$2.2M0.77%+34013F-HRTimeline
NVWM, LLC4,202$2.2M0.58%+10113F-HRTimeline
Hardy Reed LLC4,188$2.19M0.19%-6013F-HRTimeline
Circle Wealth Management, LLC4,182$2.19M0.05%-93613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.4,140$2.17M1.71%+16213F-HRTimeline
Jacobi Capital Management LLC4,125$2.16M0.16%+35613F-HRTimeline
Frisch Financial Group, Inc.4,125$2.16M0.61%+1513F-HRTimeline
ROMANO BROTHERS AND COMPANY4,119$2.16M0.28%-6213F-HRTimeline
GKV Capital Management Co., Inc.4,110$2.15M1.07%+2,65013F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …4,102$2.15M0.17%+13313F-HRTimeline
WEALTH EFFECTS LLC4,097$2.15M0.9%-29913F-HRTimeline
Platform Technology Partners4,095$2.15M0.62%+12013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…4,081$2.14M0.39%013F-HRTimeline
Quent Capital, LLC4,081$2.14M0.22%-16913F-HRTimeline
Mayflower Financial Advisors, LLC4,075$2.13M0.32%-35813F-HRTimeline
MIdWestOne Financial Group, Inc.4,073$2.13M0.3%+48513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,062$2.13M+173Timeline
VISTA INVESTMENT MANAGEMENT4,056$2.12M0.83%-14313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,034$2.11M0.5%+96613F-HRTimeline
Beaumont Financial Advisors, LLC4,031$2.11M0.17%-9513F-HRTimeline
Mach-1 Financial Group, LLC4,026$2.11M0.63%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,025$2.11M0.78%-18613F-HRTimeline
First Nebraska Trust Co4,014$2.1M0.21%+5213F-HRTimeline
CFM WEALTH PARTNERS LLC4,013$2.1M0.37%-65313F-HRTimeline
Cottage Street Advisors LLC4,010$2.1M1.05%-40413F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$2.1M0.3%013F-HRTimeline
RedJay Asset Management Inc.4,000$2.1M1.13%new13F-HRTimeline
BCGM Wealth Management, LLC3,996$2.09M0.64%+13813F-HRTimeline
Gen-Wealth Partners Inc3,994$2.09M0.87%+47813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,968$2.08M0.79%+23213F-HRTimeline
RBA Wealth Management, LLC3,966$2.08M0.82%-24213F-HRTimeline
Arax Advisory Partners3,965$2.08M0.13%-15813F-HRTimeline
Cutter & CO Brokerage, Inc.3,963$2.08M0.49%new13F-HRTimeline
Pacific Point Advisors, LLC3,958$2.07M1.15%+8913F-HRTimeline
PICTET BANK & TRUST Ltd3,955$2.07M2.53%+65513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.3,953$2.07M1.38%+16713F-HRTimeline
Gilliland Jeter Wealth Management LLC3,944$2.07M0.73%-37513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP4,000$2.06M0.27%new13F-HRTimeline
Strategic Blueprint, LLC3,936$2.06M0.11%+8613F-HRTimeline
U S WEALTH GROUP, LLC.3,929$2.06M1.63%-16513F-HRTimeline
Signature Wealth Management Group3,924$2.06M0.8%+20013F-HRTimeline
CAPE ANN SAVINGS BANK3,922$2.05M1.29%-11013F-HRTimeline
Left Brain Wealth Management, LLC3,920$2.05M0.9%-16313F-HRTimeline
Virtue Capital Management, LLC3,902$2.05M0.24%+2,49713F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,905$2.05M1.36%013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…3,904$2.04M0.37%-5,94513F-HRTimelineGroup
CNB Bank3,895$2.04M1.03%-97513F-HRTimeline
Key Financial Inc3,892$2.04M0.44%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,889$2.04M0.11%+28313F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…3,878$2.03M0.76%+27113F-HRTimelineGroup
VISTA FINANCE, LLC3,874$2.03M1.76%-5313F-HRTimeline
Freedom Day Solutions, LLC3,867$2.03M0.62%-27813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,865$2.02M0.15%-1,99113F-HRTimeline
SWS Partners3,860$2.02M0.66%-613F-HR/ATimeline
Coppell Advisory Solutions LLC4,933$2.02M0.28%+3,08113F-HRTimeline
ROI Financial Advisors, LLC3,850$2.02M1.47%-1,18113F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.3,848$2.02M1.37%013F-HRTimeline
KPP Advisory Services LLC3,842$2.01M0.38%+37213F-HRTimeline
Revolve Wealth Partners, LLC3,834$2.01M0.29%-18513F-HRTimeline
Optas, LLC3,826$2M0.35%+213F-HRTimeline
West Family Investments, Inc.3,824$2M0.75%+21113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,823$2M0.11%-52913F-HRTimeline
Monte Financial Group, LLC4,409$2M0.88%+3913F-HRTimeline
Stillwater Wealth Management Group3,792$1.99M1.72%-46013F-HRTimeline
Stokes Family Office, LLC3,782$1.98M0.22%+5013F-HRTimeline
IMA Advisory Services, Inc.3,772$1.98M0.23%-17413F-HRTimeline
Financial Advocates Investment Manageme…3,767$1.97M0.14%-13613F-HRTimeline
Heartland Bank & Trust Co3,767$1.97M1.01%+55813F-HRTimeline
L.M. KOHN & COMPANY3,748$1.96M0.51%-70713F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,739$1.96M0.74%+3513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,731$1.95M0.59%+15513F-HRTimeline
Patriot Financial Group Insurance Agenc…3,729$1.95M0.26%+21113F-HRTimeline
SkyView Investment Advisors, LLC3,721$1.95M0.29%+28113F-HRTimeline
Goepper Burkhardt LLC3,717$1.95M0.78%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,703$1.94M0.01%-6,45713F-HRTimeline
Matrix Trust Co3,691$1.93M0.33%+5713F-HRTimeline
TWO SIGMA SECURITIES, LLC3,684$1.93M0.29%+79413F-HRTimeline
Central Pacific Bank - Trust Division3,680$1.93M0.27%+1513F-HRTimeline
IAM Advisory, LLC3,679$1.93M0.5%-6913F-HRTimeline
Avantax Planning Partners, Inc.3,677$1.93M0.07%-25813F-HRTimeline
Centric Wealth Management3,677$1.93M0.51%-70313F-HRTimeline
STABLEFORD CAPITAL II LLC4,232$1.92M0.81%-2813F-HRTimeline
Prestige Wealth Management Group LLC3,664$1.92M0.41%+1613F-HR/ATimeline
Certified Advisory Corp3,662$1.92M0.22%-1113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,661$1.92M0.05%-2513F-HRTimelineGroup
DRW Securities, LLC3,652$1.91M0.16%-45913F-HRTimeline
Net Worth Advisory Group3,642$1.91M0.6%+2113F-HRTimeline
Murphy Pohlad Asset Management LLC3,634$1.9M0.81%-28413F-HRTimeline
Argentarii, LLC3,624$1.9M0.94%-10613F-HRTimeline
Menard Financial Group LLC4,809$1.9M1.25%+95313F-HRTimeline
Bridgewater Advisors Inc.4,630$1.89M0.16%new13F-HRTimeline
IMS Capital Management3,617$1.89M0.96%013F-HRTimeline
Proficio Capital Partners LLC3,615$1.89M0.15%-11913F-HRTimeline
HMS Capital Management, LLC3,605$1.89M1.05%-2413F-HRTimeline
WILLNER & HELLER, LLC3,610$1.89M1.75%-11013F-HRTimeline
TRUST POINT INC.3,606$1.89M0.17%-1,59913F-HRTimeline
Fiduciary Group, LLC3,603$1.89M0.19%-3413F-HRTimeline
Continuum Advisory, LLC3,595$1.88M0.24%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,593$1.88M0.25%-13,38813F-HRTimeline
Shorepoint Capital Partners LLC3,589$1.88M0.43%-2,04413F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,579$1.87M0.49%-34113F-HRTimeline
One Capital Management, LLC3,575$1.87M0.06%+17413F-HRTimeline
SAXON INTERESTS, INC.3,566$1.87M0.87%+12913F-HRTimeline
JT Stratford LLC3,564$1.87M0.33%+1,15413F-HRTimeline
Welch & Forbes LLC3,562$1.87M0.02%-1,76013F-HRTimeline
Ramirez Asset Management, Inc.3,559$1.86M0.39%013F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC3,541$1.85M0.1%+1,23313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,593$1.85M0.28%-1,59913F-HRTimeline
Sendero Wealth Management, LLC3,540$1.85M0.26%+66313F-HRTimeline
US Asset Management LLC3,529$1.85M1.76%-1213F-HRTimeline
LSV ASSET MANAGEMENT3,528$1.85M<0.01%+1413F-HRTimeline
BlueStem Wealth Partners, LLC3,528$1.85M0.25%-3513F-HRTimeline
Great Diamond Partners, LLC3,520$1.84M0.5%-1,27713F-HRTimeline
Hudson Canyon Capital Management3,518$1.84M1.3%013F-HRTimeline
Horizon Investment Services, LLC3,513$1.84M0.89%-28713F-HRTimeline
Evernest Financial Advisors, LLC3,505$1.84M0.66%-5413F-HRTimeline
FSM Wealth Advisors, LLC3,504$1.84M0.41%-5713F-HRTimeline
Prossimo Advisors, LLC3,478$1.82M1.37%-3613F-HRTimeline
Kenora Financial, LLC3,472$1.82M0.75%+1,47513F-HRTimeline
Silicon Valley Capital Partners3,521$1.82M0.24%-11,02613F-HRTimeline
Sterling Investment Counsel, LLC3,465$1.81M0.62%+1,71013F-HRTimeline
Financial Advisors Network, Inc.3,462$1.81M0.3%+1113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,457$1.81M0.18%new13F-HRTimeline
COMMONS CAPITAL, LLC3,454$1.81M1.66%+313F-HRTimeline
Trust Investment Advisors3,441$1.8M1.16%+24913F-HRTimeline
Emprise Bank3,428$1.8M0.96%-11413F-HRTimeline
Westside Investment Management, Inc.3,427$1.79M0.38%+21713F-HRTimeline
Glen Eagle Advisors, LLC3,423$1.79M0.3%-2,22013F-HRTimeline
CAXTON ASSOCIATES LLP3,422$1.79M0.06%13F-HRTimeline
James J. Burns & Company, LLC3,419$1.79M0.32%+1013F-HRTimeline
Herold Advisors, Inc.3,414$1.79M0.39%+7913F-HRTimeline
Montecito Bank & Trust3,414$1.79M0.32%+23813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,410$1.79M0.1%-4913F-HRTimeline
Legacy Capital Wealth Partners, LLC3,407$1.78M0.44%-29413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,407$1.78M0.19%+2,03113F-HR/ATimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…3,405$1.78M0.07%+1,17913F-HRTimelineGroup
SkyOak Wealth, LLC3,401$1.78M0.39%+31113F-HRTimeline
Smith Salley Wealth Management3,400$1.78M0.12%-20313F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.3,395$1.78M1.23%-39713F-HRTimeline
Sierra Legacy Group3,384$1.77M1.62%-1,25213F-HRTimeline
Buckley Wealth Management, LLC3,379$1.77M0.55%+4513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,375$1.77M1.16%-1,90413F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding3,370$1.76M+89Timeline
Zullo Investment Group, Inc.3,364$1.76M0.76%+1513F-HRTimeline
Global Assets Advisory, LLC3,199$1.76M0.33%+2,05913F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,362$1.76M0.89%-12013F-HRTimeline
Pinion Investment Advisors, LLC3,360$1.76M0.39%-413F-HRTimeline
Ellevest, Inc.3,339$1.75M0.12%-11113F-HRTimeline
Machina Capital S.A.S.3,334$1.75M0.52%+2,63413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,331$1.74M0.63%-5513F-HRTimeline
Accretive Wealth Partners, LLC4,421$1.74M0.62%+12913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,320$1.74M0.04%+7513F-HRTimeline
Ellis Investment Partners, LLC3,312$1.73M0.36%+17813F-HRTimeline
Ceeto Capital Group, LLC3,306$1.73M0.66%+1,08013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,302$1.73M1.16%-1713F-HRTimeline
CSU Producer Resources, Inc.3,300$1.73M5.73%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,299$1.73M0.17%-38313F-HRTimelineGroup
RKL Wealth Management LLC3,273$1.71M0.16%-25313F-HRTimeline
GoalVest Advisory LLC3,268$1.71M0.47%+3013F-HRTimeline
Humankind Investments LLC3,265$1.71M0.44%+73613F-HRTimeline
Phillips Wealth Planners LLC2,844$1.7M1.8%+7713F-HRTimeline
Brookwood Investment Group LLC3,228$1.69M0.29%13F-HRTimeline
Mendel Money Management3,224$1.69M0.8%+1313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,211$1.68M0.07%-25613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,199$1.68M0.79%+18213F-HRTimeline
Pettee Investors, Inc.3,197$1.67M1%-35013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,200$1.67M0.22%new13F-HRTimelineGroup
Mainstream Capital Management LLC3,194$1.67M1.33%+12113F-HRTimeline
Rede Wealth, LLC3,184$1.67M0.59%-18213F-HRTimeline