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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,130 managers (3,186 13F filers) reported a position in UNH shares at 2025-06-30, 774,108,486 shares in all. 241 filers opened a position and 656 filers sold out during the quarter.

Managers
3,130
13F filers
3,186
New
241
Added
1,290
Reduced
1,439
Sold out
656
Shares held by filers
774,108,486

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CenterBook Partners LP4,084$1.27M0.07%+1,60413F-HRTimeline
Samalin Investment Counsel, LLC4,083$1.27M0.49%+2,26313F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…4,081$1.27M0.24%013F-HRTimeline
Chesapeake Wealth Management4,069$1.27M0.42%-34313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,065$1.27M0.6%+2,79413F-HRTimeline
WEALTH ALLIANCE, LLC4,058$1.27M0.14%-1,10813F-HRTimeline
Signal Advisors Wealth, LLC4,054$1.26M0.1%-7,35413F-HRTimeline
Simplify Asset Management Inc.4,051$1.26M0.08%-9,37613F-HRTimeline
Silicon Valley Capital Partners4,043$1.26M0.13%+52213F-HRTimeline
Alternative Investment Advisors, LLC.4,038$1.26M0.63%new13F-HRTimeline
SWS Partners4,035$1.26M0.34%+17513F-HRTimeline
CAPITAL & PLANNING, LLC4,023$1.25M0.85%+1,14413F-HRTimeline
Evelyn Partners Investment Management (…4,022$1.25M0.45%-35713F-HR/ATimeline
Westside Investment Management, Inc.4,016$1.25M0.23%+58913F-HRTimeline
MONECO ADVISORS, LLC4,020$1.25M0.12%-28313F-HRTimeline
First Nebraska Trust Co4,014$1.25M0.12%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,005$1.25M0.45%+1,84213F-HRTimeline
Richard W. Paul & Associates, LLC4,003$1.25M0.45%+1,79213F-HRTimeline
Ameliora Wealth Management Ltd.4,000$1.25M0.45%-96413F-HRTimeline
Zuckerman Investment Group, LLC3,994$1.25M0.12%+1,39913F-HRTimeline
Zullo Investment Group, Inc.3,984$1.24M0.5%+62013F-HRTimeline
MIdWestOne Financial Group, Inc.3,978$1.24M0.16%-9513F-HRTimeline
Cardinal Point Capital Management ULC3,966$1.24M0.1%new13F-HRTimeline
Diversified Enterprises, LLC3,946$1.23M0.09%-96913F-HRTimeline
Premier Path Wealth Partners, LLC3,924$1.22M0.17%-1,29513F-HRTimeline
MATHER GROUP, LLC.3,892$1.21M0.01%-60613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,888$1.21M0.17%+2,35713F-HRTimelineGroup
Bigelow Investment Advisors, LLC3,876$1.21M0.53%-37913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC3,866$1.21M0.41%-10213F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,860$1.2M0.78%-4513F-HRTimeline
Beaumont Financial Advisors, LLC3,858$1.2M0.09%-17313F-HRTimeline
WRAPMANAGER INC3,852$1.2M0.29%-81913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,845$1.2M0.07%+2213F-HRTimeline
Quadcap Wealth Management, LLC3,829$1.19M0.15%-41213F-HRTimeline
IAM Advisory, LLC3,824$1.19M0.29%+14513F-HRTimeline
Central Pacific Bank - Trust Division3,822$1.19M0.15%+14213F-HRTimeline
Summit Financial Wealth Advisors, LLC3,820$1.19M0.21%+1,35913F-HRTimeline
Elk River Wealth Management LLC3,804$1.19M0.2%-13,15813F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,804$1.19M0.39%-1,00713F-HRTimeline
Graham Capital Management, L.P.3,800$1.19M0.04%new13F-HRTimeline
Baldwin Investment Management, LLC3,789$1.18M0.14%+1,20013F-HRTimeline
Wallace Advisory Group, LLC2,254$1.18M0.86%+213F-HRTimeline
BlueStem Wealth Partners, LLC3,762$1.17M0.14%+23413F-HRTimeline
Bell Bank3,754$1.17M0.05%+64113F-HRTimeline
L.M. KOHN & COMPANY3,744$1.17M0.31%-413F-HRTimeline
King Wealth Management Group3,741$1.17M0.16%-26,30713F-HRTimeline
MCDONALD PARTNERS LLC3,698$1.17M0.28%+78713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,737$1.17M0.01%+2,92613F-HRTimelineGroup
Bridgewater Advisors Inc.4,457$1.16M0.09%-17313F-HRTimeline
Ellenbecker Investment Group3,724$1.16M0.19%-55613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.3,723$1.16M0.71%-23013F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,710$1.16M1.05%+34813F-HRTimeline
Key Financial Inc3,708$1.16M0.23%-18413F-HRTimeline
Americana Partners, LLC3,689$1.15M0.04%-19,94113F-HRTimeline
LINCOLN CAPITAL CORP3,686$1.15M0.44%-5,60513F-HRTimeline
Optas, LLC3,682$1.15M0.22%-14413F-HRTimeline
Advyzon Investment Management, LLC3,676$1.15M0.25%+1,45013F-HRTimeline
ANB BANK3,672$1.15M0.51%-90313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,669$1.14M0.03%+813F-HRTimelineGroup
Goepper Burkhardt LLC3,667$1.14M0.42%-5013F-HRTimeline
Heartland Bank & Trust Co3,667$1.14M0.54%-10013F-HRTimeline
SkyView Investment Advisors, LLC3,695$1.14M0.16%-2613F-HRTimeline
Prudent Man Advisors, LLC3,659$1.14M0.36%+93213F-HRTimeline
Sunbelt Securities, Inc.2,255$1.14M0.1%+31113F-HRTimeline
Quent Capital, LLC3,645$1.14M0.11%-43613F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT3,646$1.14M0.56%-1,12413F-HRTimeline
Stokes Family Office, LLC3,640$1.14M0.12%-14213F-HRTimeline
CAPE ANN SAVINGS BANK3,639$1.14M0.68%-28313F-HRTimeline
Argentarii, LLC3,631$1.13M0.52%+713F-HRTimeline
One Capital Management, LLC3,620$1.13M0.04%+4513F-HRTimeline
TRUST POINT INC.3,620$1.13M0.11%+1413F-HRTimeline
Fiduciary Group, LLC3,614$1.13M0.11%+1113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,597$1.12M0.13%+413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,594$1.12M0.33%-13713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,592$1.12M0.23%+1,30513F-HRTimelineGroup
St. Johns Investment Management Company…3,592$1.12M0.51%+99113F-HRTimeline
Gen-Wealth Partners Inc3,568$1.11M0.43%-42613F-HRTimeline
CFS Investment Advisory Services, LLC3,566$1.11M0.09%+62713F-HRTimeline
LSV ASSET MANAGEMENT3,560$1.11M<0.01%+3213F-HRTimeline
Legacy Capital Wealth Partners, LLC3,561$1.11M0.25%+15413F-HRTimeline
Ellis Investment Partners, LLC3,555$1.11M0.22%+24313F-HRTimeline
Sound View Wealth Advisors Group, LLC3,555$1.11M0.08%-1,15113F-HRTimeline
Relyea Zuckerberg Hanson LLC3,554$1.11M0.13%-66213F-HRTimeline
EPIQ PARTNERS, LLC3,550$1.11M0.56%+1,55013F-HRTimeline
Portfolio Design Labs, LLC3,541$1.1M0.22%-5,47813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,539$1.1M0.1%+79913F-HRTimelineGroup
US Asset Management LLC3,524$1.1M0.95%-513F-HRTimeline
RedJay Asset Management Inc.3,500$1.09M0.26%-50013F-HRTimeline
FLOYD FINANCIAL GROUP LLC3,533$1.09M1.01%+1,87813F-HRTimeline
AXQ CAPITAL, LP3,493$1.09M0.35%+2,58713F-HRTimeline
Stablepoint Partners, LLC3,488$1.09M0.19%-73613F-HRTimeline
Gilliland Jeter Wealth Management LLC3,476$1.08M0.35%-46813F-HRTimeline
Evernest Financial Advisors, LLC3,474$1.08M0.35%-3113F-HRTimeline
Canopy Partners, LLC3,469$1.08M0.4%-1,56713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,466$1.08M0.48%+2,82213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,464$1.08M0.41%+2,53213F-HRTimeline
Souders Financial Advisors3,464$1.08M0.14%-3,24913F-HRTimeline
James J. Burns & Company, LLC3,460$1.08M0.18%+4113F-HRTimeline
BARINGS LLCin group BARINGS LLC3,448$1.08M0.03%-1,80713F-HRTimelineGroup
GTS SECURITIES LLC3,440$1.07M0.05%-1,61813F-HRTimeline
Grove Bank & Trust3,437$1.07M0.13%-2,77513F-HRTimeline
Financial Advisors Network, Inc.3,434$1.07M0.16%-2813F-HRTimeline
Revolve Wealth Partners, LLC3,431$1.07M0.14%-40313F-HRTimeline
Emprise Bank3,422$1.07M0.51%-613F-HRTimeline
Westbourne Investment Advisors, Inc.3,403$1.06M0.32%+31813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,369$1.05M0.65%+6713F-HRTimeline
Horizon Investment Services, LLC3,365$1.05M0.46%-14813F-HRTimeline
Welch & Forbes LLC3,362$1.05M0.01%-20013F-HRTimeline
ASPIRIANT, LLC3,361$1.05M0.03%-85613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,351$1.05M0.08%-51413F-HRTimeline
Buckley Wealth Management, LLC3,348$1.04M0.31%-3113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,200$1.04M0.17%013F-HRTimelineGroup
My Legacy Advisors, LLC3,474$1.04M0.37%-1,23213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,334$1.04M0.07%-93113F-HRTimeline
Ascent Wealth Partners, LLC3,318$1.04M0.13%-2,65713F-HRTimeline
SYM FINANCIAL Corp3,315$1.03M0.12%+15713F-HRTimeline
Ilex Capital Partners (UK) LLP3,315$1.03M0.03%new13F-HRTimeline
Townsend & Associates, Inc3,679$1.03M0.1%-4113F-HRTimeline
SkyOak Wealth, LLC3,307$1.03M0.21%-9413F-HRTimeline
ICW Investment Advisors LLC3,306$1.03M0.41%+25513F-HRTimeline
RBA Wealth Management, LLC3,302$1.03M0.38%-66413F-HRTimeline
COURAGE CAPITAL MANAGEMENT LLC3,300$1.03M1.52%new13F-HRTimeline
CSU Producer Resources, Inc.3,300$1.03M3.21%013F-HRTimeline
Enclave Advisors LLC3,299$1.03M0.17%+17113F-HRTimeline
Ellevest, Inc.3,296$1.03M0.16%-4313F-HRTimeline
Park Place Capital Corp3,152$1.03M0.23%-2,67213F-HRTimeline
Keudell/Morrison Wealth Management3,289$1.03M0.23%+53213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,285$1.02M0.03%-19,72013F-HRTimeline
Hilltop Partners LLC3,281$1.02M0.31%-99913F-HRTimeline
Legacy Financial Advisors, Inc.3,273$1.02M0.16%-2,40313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,270$1.02M0.04%+5913F-HRTimeline
Laurion Capital Management LP3,264$1.02M0.12%+2,08913F-HRTimeline
Modus Advisors, LLC3,261$1.02M0.3%+57213F-HRTimeline
OPINICUS CAPITAL, INC.3,260$1.02M0.77%+92013F-HRTimeline
LM Advisors LLC3,255$1.01M0.13%+23813F-HRTimeline
Tempus Wealth Planning, LLC3,249$1.01M0.25%+2,15613F-HRTimeline
Mainstream Capital Management LLC3,235$1.01M0.73%+4113F-HRTimeline
MSH Capital Advisors LLC3,232$1.01M0.29%+2,30713F-HRTimeline
Pekin Hardy Strauss, Inc.3,231$1.01M0.11%+12813F-HRTimeline
Trust Investment Advisors3,220$1M0.61%-22113F-HRTimeline
Paladin Wealth, LLC3,217$1M0.78%+42213F-HRTimeline
HHM Wealth Advisors, LLC3,211$1M0.12%+26413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,198$998K0.46%-20513F-HRTimeline
Pettee Investors, Inc.3,194$996K0.6%-313F-HRTimeline
Evergreen Wealth Management, LLC3,188$994K0.56%+1513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,180$992K0.05%-23013F-HRTimeline
KLCM Advisors, Inc.3,177$991K0.11%013F-HRTimeline
Oak Thistle LLC3,162$986K0.15%new13F-HRTimeline
Proficio Capital Partners LLC3,160$986K0.06%-45513F-HRTimeline
MBL Wealth, LLC3,160$986K0.09%+1,02813F-HRTimeline
Wealth Management Partners, LLC3,242$985K0.35%+1,00813F-HRTimeline
Colonial River Investments, LLC3,277$981K0.42%+79413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC3,145$981K0.24%+77513F-HRTimeline
Accurate Wealth Management, LLC3,261$977K0.15%-81913F-HRTimeline
Aaron Wealth Advisors LLC3,114$971K0.1%-1,66113F-HRTimeline
Congress Park Capital LLC3,100$967K0.32%+1,85013F-HRTimeline
Keebeck Wealth Management3,097$966K0.13%-5,59813F-HRTimeline
Regal Investment Advisors LLC3,092$965K0.07%+1,56713F-HRTimeline
AR ASSET MANAGEMENT INC3,090$964K0.21%013F-HRTimeline
EFG Private Wealth Management (Americas…3,089$964K0.18%-14,19913F-HRTimeline
Safeguard Investment Advisory Group, LLC3,083$962K0.24%+613F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,074$959K0.34%new13F-HRTimeline
Comprehensive Financial Management LLC3,074$959K0.03%new13F-HRTimeline
Prestige Wealth Management Group LLC3,071$958K0.2%-59313F-HR/ATimeline
Nicholson Wealth Management Group, LLC3,071$958K0.59%+22813F-HRTimeline
Blume Capital Management, Inc.3,068$957K0.2%+2,77713F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,065$956K0.47%-13413F-HRTimeline
INGALLS & SNYDER LLC3,057$954K0.03%-7,23913F-HRTimeline
Herold Advisors, Inc.3,055$953K0.2%-35913F-HRTimeline
LGT Fund Management Co Ltd.3,050$952K0.08%-38,13913F-HRTimeline
Kenora Financial, LLC3,049$951K0.35%-42313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC3,049$951K0.25%+12313F-HRTimeline
Moss Adams Wealth Advisors LLC3,041$949K0.09%-1,44413F-HRTimeline
Burford Brothers, Inc.3,039$948K0.44%+2913F-HRTimeline
Semus Wealth Partners LLC3,016$941K0.61%+54013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,011$939K0.45%+1,03213F-HRTimeline
Ironwood Investment Counsel, LLC3,001$936K0.14%+12613F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …3,000$936K0.03%+80013F-HRTimelineGroup
Timelo Investment Management Inc.in group Timelo Investment Management …3,000$936K3.23%new13F-HRTimelineGroup
Provident Investment Management, Inc.2,992$933K0.08%-84,54613F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,985$931K0.14%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.2,980$930K0.1%-4313F-HRTimeline
Sierra Legacy Group2,974$928K0.72%-41013F-HRTimeline
Oslo Pensjonsforsikring AS2,974$928K0.14%+27213F-HRTimeline
Sender Co & Partners, Inc.2,971$927K0.26%new13F-HRTimeline
Twelve Points Wealth Management LLC2,963$924K0.25%+1,00513F-HRTimeline
Meridian Financial Partners LLC2,956$922K0.43%+6713F-HRTimeline
Abel Hall, LLC2,953$921K0.43%+2,28013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,949$920K0.06%-1,15313F-HR/ATimeline
Archer Investment Corp2,949$920K0.22%+8313F-HRTimeline
INDEPENDENT INVESTORS INC2,945$919K0.2%-6513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,942$918K0.16%013F-HR/ATimelineGroup
Laraway Financial Advisors Inc2,933$915K0.69%-21813F-HRTimeline
E&G Advisors, LLC2,933$915K0.24%+513F-HRTimeline
Trueblood Wealth Management, LLC2,931$914K0.38%-1,48213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,926$913K0.06%-1313F-HRTimeline
2UniFi Bank2,922$912K0.52%+13713F-HRTimeline
FAS Wealth Partners, Inc.2,915$909K0.07%-4,23413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,906$907K0.09%-55113F-HRTimeline
Syverson Strege & Co2,905$906K0.21%+2,01913F-HRTimeline