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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,106 managers (3,168 13F filers) reported a position in UNH shares at 2025-09-30, 734,380,607 shares in all. 297 filers opened a position and 297 filers sold out during the quarter.

Managers
3,106
13F filers
3,168
New
297
Added
1,278
Reduced
1,325
Sold out
297
Shares held by filers
734,380,607

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
West Family Investments, Inc.3,628$1.25M0.28%-64113F-HRTimeline
Balefire, LLC3,608$1.25M0.25%+2,41913F-HRTimeline
Bell Bank3,603$1.24M0.05%-15113F-HRTimeline
Triad Wealth Partners, LLC3,596$1.24M0.16%+1,00513F-HRTimeline
TWO SIGMA SECURITIES, LLC3,592$1.24M0.18%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,591$1.24M0.34%+1,93213F-HR/ATimeline
Heartland Bank & Trust Co3,591$1.24M0.51%-7613F-HRTimeline
Silicon Valley Capital Partners3,591$1.24M0.12%-45213F-HRTimeline
Revolve Wealth Partners, LLC3,584$1.24M0.15%+15313F-HRTimeline
Zullo Investment Group, Inc.3,565$1.23M0.46%-41913F-HRTimeline
Resonant Capital Advisors, LLC3,565$1.23M0.07%+93713F-HRTimeline
MainStreet Investment Advisors LLC3,545$1.22M0.16%-6,00413F-HRTimeline
Semus Wealth Partners LLC3,544$1.22M0.69%+52813F-HRTimeline
Legacy Financial Advisors, Inc.3,537$1.22M0.17%+26413F-HRTimeline
St. Johns Investment Management Company…3,536$1.22M0.52%-5613F-HRTimeline
US Asset Management LLC3,516$1.21M1%-813F-HRTimeline
Premier Path Wealth Partners, LLC3,509$1.21M0.16%-41513F-HRTimeline
LSV ASSET MANAGEMENT3,500$1.21M<0.01%-6013F-HRTimeline
Herold Advisors, Inc.3,501$1.21M0.28%+44613F-HRTimeline
Clarendon Private LLC3,501$1.21M1.1%+1,09913F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…3,500$1.21M0.04%new13F-HRTimelineGroup
Quent Capital, LLC3,496$1.21M0.1%-14913F-HRTimeline
Johnson & White Wealth Management, LLC3,494$1.21M0.55%+1,37613F-HRTimeline
Ellis Investment Partners, LLC3,487$1.2M0.22%-6813F-HRTimeline
Generation Capital Management LLC3,481$1.2M0.87%+1,01013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC3,479$1.2M0.08%-3,35813F-HRTimeline
Ellevest, Inc.3,478$1.2M0.17%+18213F-HRTimeline
Texas Yale Capital Corp.3,472$1.2M0.04%-3,11513F-HRTimeline
Fiduciary Group, LLC3,460$1.19M0.1%-15413F-HRTimeline
HHM Wealth Advisors, LLC3,437$1.19M0.14%+22613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,436$1.19M0.1%-10313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC3,422$1.18M0.02%+57713F-HRTimeline
Enclave Advisors LLC3,419$1.18M0.18%+12013F-HRTimeline
Pictet North America Advisors SA3,419$1.18M0.11%-2,71113F-HRTimeline
Goepper Burkhardt LLC3,412$1.18M0.4%-25513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,410$1.18M0.04%+14013F-HRTimeline
LANARK FINANCIAL, INC.3,398$1.17M0.09%-2,87513F-HRTimeline
CALTON & ASSOCIATES, INC.3,395$1.17M0.18%+86213F-HRTimeline
Beaumont Financial Advisors, LLC3,391$1.17M0.08%-46713F-HRTimeline
Lee Financial Co3,390$1.17M0.15%new13F-HRTimeline
Main Street Financial Solutions, LLC3,387$1.17M0.08%+84113F-HRTimeline
Evelyn Partners Investment Management (…3,385$1.17M0.4%-63713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,376$1.17M0.68%+713F-HRTimeline
Avidian Wealth Enterprises, LLC3,375$1.17M0.04%+1,63913F-HRTimeline
Congress Park Capital LLC3,375$1.17M0.36%+27513F-HRTimeline
MSH Capital Advisors LLC3,363$1.16M0.31%+13113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,348$1.16M0.07%-49713F-HRTimeline
New Insight Wealth Advisors3,339$1.15M0.43%+2,52513F-HRTimeline
Colonial River Investments, LLC3,337$1.15M0.43%+6013F-HRTimeline
Ascent Wealth Partners, LLC3,317$1.15M0.13%-113F-HRTimeline
Brookwood Investment Group LLC3,316$1.15M0.15%+82313F-HRTimeline
CSU Producer Resources, Inc.3,300$1.14M3.37%013F-HRTimeline
Versor Investments LP3,300$1.14M0.21%+2,09913F-HRTimeline
Diversified Enterprises, LLC3,296$1.14M0.08%-65013F-HRTimeline
Nilsine Partners, LLC3,293$1.14M0.1%+39813F-HRTimeline
Emprise Bank3,288$1.14M0.49%-13413F-HRTimeline
Grove Bank & Trust3,285$1.13M0.13%-15213F-HRTimeline
Paladin Wealth, LLC3,281$1.13M0.82%+6413F-HRTimeline
Apella Capital, LLC3,167$1.13M0.03%+1,43413F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,264$1.13M0.29%+55513F-HRTimelineGroup
Institute for Wealth Management, LLC.3,264$1.13M0.12%+28413F-HRTimeline
Kenora Financial, LLC3,262$1.13M0.38%+21313F-HRTimeline
FourThought Financial Partners, LLC3,255$1.12M0.1%+55613F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,249$1.12M0.07%-8513F-HRTimeline
Baldwin Investment Management, LLC3,249$1.12M0.13%-54013F-HRTimeline
Evernest Financial Advisors, LLC3,240$1.12M0.31%-23413F-HRTimeline
Cache Advisors, LLC3,235$1.12M0.19%+1,70013F-HRTimeline
Welch & Forbes LLC3,228$1.11M0.01%-13413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,200$1.11M0.16%013F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…3,200$1.1M1.49%new13F-HRTimeline
Scientech Research LLC3,187$1.1M0.38%new13F-HRTimeline
Twelve Points Wealth Management LLC3,176$1.1M0.27%+21313F-HRTimeline
CULBERTSON A N & CO INC3,175$1.1M0.16%-3,32313F-HRTimeline
WEALTH ALLIANCE, LLC3,169$1.09M0.11%-88913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,159$1.09M0.52%new13F-HRTimeline
WRAPMANAGER INC3,145$1.09M0.33%-70713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,145$1.09M0.32%+2,93113F-HRTimeline
Stokes Family Office, LLC3,133$1.08M0.1%-50713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,127$1.08M0.08%-22413F-HRTimeline
Trust Investment Advisors3,118$1.08M0.61%-10213F-HRTimeline
Abel Hall, LLC3,098$1.07M0.43%+14513F-HRTimeline
TOWER BRIDGE ADVISORS3,096$1.07M0.11%-20,35213F-HRTimeline
INGALLS & SNYDER LLC3,095$1.07M0.04%+3813F-HRTimeline
Laraway Financial Advisors Inc3,096$1.07M0.73%+16313F-HRTimeline
Allred Capital Management, LLC3,090$1.07M0.37%+22513F-HRTimeline
Buckley Wealth Management, LLC3,081$1.06M0.29%-26713F-HRTimeline
ASPIRIANT, LLC3,076$1.06M0.03%-28513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,064$1.06M0.04%+3,02613F-HRTimelineGroup
Comprehensive Financial Management LLC3,074$1.06M0.03%013F-HRTimeline
Guerra Advisors Inc3,066$1.06M0.39%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…2,918$1.05M0.79%+71413F-HRTimeline
Archford Capital Strategies, LLC3,039$1.05M0.12%-1,06813F-HRTimeline
Baader Bank Aktiengesellschaft3,889$1.05M0.09%+2,20413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,029$1.05M0.16%+8713F-HRTimelineGroup
Activest Wealth Management3,026$1.04M0.21%+1,78213F-HRTimeline
Continuum Advisory, LLC3,020$1.04M0.11%-1,09313F-HRTimeline
FAS Wealth Partners, Inc.3,017$1.04M0.07%+10213F-HRTimeline
BAM Wealth Management, LLC3,014$1.04M0.81%13F-HRTimeline
X-Square Capital, LLC3,000$1.04M0.32%new13F-HRTimeline
STABLEFORD CAPITAL II LLC2,993$1.03M0.37%+1713F-HRTimeline
SAXON INTERESTS, INC.3,330$1.03M0.4%-23613F-HRTimeline
E&G Advisors, LLC2,983$1.03M0.24%+5013F-HRTimeline
Key Financial Inc2,957$1.03M0.19%-75113F-HRTimeline
Sierra Legacy Group2,974$1.03M0.76%013F-HRTimeline
Keebeck Wealth Management2,948$1.02M0.12%-14913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,941$1.02M0.06%-813F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,937$1.01M0.14%-4813F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.2,937$1.01M0.44%-7413F-HRTimeline
Clearstead Trust, LLC2,927$1.01M0.17%-7,65213F-HRTimeline
Weaver Capital Management LLC2,927$1.01M0.22%-1,44813F-HRTimeline
WEST PACES ADVISORS INC.2,921$1.01M0.2%+85213F-HRTimeline
Counterweight Ventures, LLC2,921$1.01M0.59%-2,88913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,914$1.01M0.14%-1,49813F-HRTimeline
Gitterman Wealth Management, LLC2,909$1M0.23%+32313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,909$1M0.05%-6,68613F-HRTimelineGroup
Pettee Investors, Inc.2,908$1M0.55%-28613F-HRTimeline
KLCM Advisors, Inc.2,907$1M0.1%-27013F-HRTimeline
SYM FINANCIAL Corp2,897$1M0.11%-41813F-HRTimeline
DF DENT & CO INC2,896$1000K0.01%-1,39813F-HRTimeline
EPG Wealth Management LLC2,884$996K0.27%+49413F-HRTimeline
Prentice Wealth Management LLC2,880$994K0.25%+25013F-HRTimeline
Columbia Asset Management2,875$993K0.19%new13F-HRTimeline
Trueblood Wealth Management, LLC2,869$991K0.39%-6213F-HRTimeline
Mason & Associates Inc2,869$991K0.2%+8513F-HRTimeline
Westbourne Investment Advisors, Inc.2,868$990K0.28%-53513F-HRTimeline
BOK Financial Private Wealth, Inc.2,861$988K0.06%-2,75513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,857$987K0.17%new13F-HRTimelineGroup
Clarius Group, LLC2,857$986K0.06%-2,91813F-HRTimeline
Monte Financial Group, LLC2,848$983K0.36%-1,72213F-HRTimeline
Advyzon Investment Management, LLC2,847$983K0.17%-82913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,846$983K0.22%-29913F-HRTimeline
INDEPENDENT INVESTORS INC2,845$982K0.19%-10013F-HRTimeline
Camelot Portfolios, LLC2,843$982K0.58%+43113F-HRTimeline
Abundance Wealth Counselors2,840$981K0.17%+26813F-HRTimeline
TLWM2,836$979K0.18%+15913F-HRTimeline
Vectors Research Management, LLC2,831$978K0.31%013F-HRTimeline
EFG Private Wealth Management (Americas…2,826$976K0.17%-26313F-HRTimeline
Burford Brothers, Inc.2,823$975K0.42%-21613F-HRTimeline
Grandview Asset Management LLC2,822$974K0.27%+1,78413F-HRTimeline
Bluespring Wealth Management, LLC2,816$972K0.08%-5713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,811$971K0.06%-11513F-HRTimeline
Centurion Wealth Management LLC2,808$970K0.22%+94013F-HRTimeline
Cravens & Co Advisors, LLC2,807$969K0.66%new13F-HRTimeline
Sageworth Trust Co2,806$969K0.05%new13F-HRTimeline
PATRON PARTNERS, LLC2,794$965K0.44%+21113F-HRTimeline
Gladius Capital Management LP2,793$964K1.9%+2,21613F-HRTimeline
Hartford Funds Management Co LLC2,784$962K0.08%-1113F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,786$962K0.24%+7913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,785$962K0.05%-39513F-HRTimeline
Syverson Strege & Co2,783$961K0.23%-12213F-HRTimeline
Sompo Asset Management Co., Ltd.2,780$960K0.17%+27013F-HRTimeline
BANK OF HAWAII2,772$957K0.05%+2613F-HRTimeline
LJI Wealth Management, LLC2,766$955K0.17%+69113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,765$955K0.23%+57813F-HRTimeline
WORLD EQUITY GROUP, INC.2,755$954K0.22%new13F-HRTimeline
Austin Private Wealth, LLC2,759$953K0.07%+25813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.2,742$947K0.14%-8,53013F-HRTimeline
AXS Investments LLC2,741$946K0.3%+91013F-HR/ATimeline
Financial Sense Advisors, Inc.2,728$942K0.17%new13F-HRTimeline
PFW Advisors LLC2,722$940K0.28%+40813F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC2,721$940K0.04%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…2,706$934K0.06%-3,72113F-HRTimelineGroup
Caption Management, LLC2,700$932K0.05%new13F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,690$929K0.44%-95613F-HRTimeline
Brand Asset Management Group, Inc.2,683$926K0.26%-413F-HRTimeline
Glen Eagle Advisors, LLC2,679$925K0.13%-22313F-HRTimeline
EdgeRock Capital LLC2,677$924K0.26%+20313F-HRTimeline
KW WEALTH MANAGEMENT LLC2,677$924K1.58%13F-HRTimeline
Cadence Bank2,676$924K0.06%+2913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,675$924K0.28%+1,62913F-HRTimeline
Bradyco, Inc.2,673$923K1.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,670$922K0.06%+1,58713F-HRTimelineGroup
SAPIENT CAPITAL LLC2,668$921K0.01%-2,65413F-HRTimeline
Rooted Wealth Advisors, Inc.2,557$921K0.28%+66713F-HRTimeline
BARLOW WEALTH PARTNERS, LLC2,547$921K0.1%-23,85213F-HRTimeline
Prestige Wealth Management Group LLC2,657$918K0.18%-41413F-HR/ATimeline
Elevated Capital Advisors, LLC2,655$917K0.23%+1,46913F-HRTimeline
GARRISON POINT ADVISORS, LLC2,651$915K0.38%-8013F-HRTimeline
TRUST POINT INC.2,642$912K0.07%-97813F-HRTimeline
TODD ASSET MANAGEMENT LLC2,641$912K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC2,637$911K0.16%-8,32413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC2,630$908K0.17%-10013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,541$906K0.6%+20413F-HRTimeline
Cornerstone Advisory, LLC2,619$904K0.09%+1913F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,614$903K0.01%-43,94113F-HR/ATimeline
BEACON FINANCIAL GROUP2,613$902K0.09%-3313F-HRTimeline
FSM Wealth Advisors, LLC2,605$899K0.13%+1,56213F-HRTimeline
Park Place Capital Corp2,603$899K0.19%-54913F-HRTimeline
Gateway Wealth Partners, LLC2,603$899K0.12%+56113F-HRTimeline
RiverFront Investment Group, LLC2,602$898K0.02%+4613F-HRTimeline
Quadcap Wealth Management, LLC2,600$898K0.11%-1,22913F-HRTimeline
Cassia Capital Partners, LLC2,595$896K0.49%+50113F-HRTimeline
AXA S.A.in group AXA S.A.2,595$896K0.45%-290,58113F-HRTimelineGroup
ADVISORY RESEARCH INC2,594$896K0.12%-21,44913F-HRTimeline
Oslo Pensjonsforsikring AS2,592$895K0.14%-38213F-HRTimeline
Ironwood Investment Counsel, LLC2,589$894K0.13%-41213F-HRTimeline
CFO4Life Group, LLC2,589$894K0.13%+21113F-HRTimeline
RB Capital Management, LLC2,573$888K0.19%-2,01113F-HRTimeline
Sunpointe, LLC2,568$887K0.32%-25413F-HRTimeline
HF Advisory Group, LLC2,558$883K0.32%+86613F-HRTimeline