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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

3,250 managers (3,314 13F filers) reported a position in UNH shares at 2025-12-31, 751,687,083 shares in all. 178 filers opened a position and 214 filers sold out during the quarter.

Managers
3,250
13F filers
3,314
New
178
Added
1,116
Reduced
1,499
Sold out
214
Shares held by filers
751,687,083

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Johnson & White Wealth Management, LLC3,669$1.21M0.53%+17513F-HRTimeline
SkyView Investment Advisors, LLC3,667$1.21M0.15%-5313F-HRTimeline
Opal Wealth Advisors, LLC3,668$1.21M0.32%-18413F-HRTimeline
TRUE Private Wealth Advisors3,665$1.21M0.12%-4013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,654$1.21M0.27%-5,12913F-HRTimeline
Cornerstone Wealth Group, LLC3,650$1.2M0.08%-9213F-HRTimeline
CALTON & ASSOCIATES, INC.3,649$1.2M0.18%+25413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,645$1.2M0.51%-2513F-HRTimeline
Relyea Zuckerberg Hanson LLC3,635$1.2M0.12%-39913F-HRTimeline
Boreal Capital Management LLC3,633$1.2M0.9%+1,27413F-HRTimeline
DAVIS R M INC3,630$1.2M0.02%-1,92613F-HRTimeline
Duncan Williams Asset Management, LLC4,340$1.2M0.3%-2713F-HRTimeline
Alphadyne Asset Management LP3,610$1.19M0.12%new13F-HRTimeline
Resonant Capital Advisors, LLC3,578$1.18M0.06%+1313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,568$1.18M0.06%-10413F-HRTimelineGroup
Richwood Investment Advisors, LLC4,255$1.18M0.85%-3513F-HRTimeline
Generation Capital Management LLC3,556$1.17M0.76%+7513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,489$1.17M0.98%-25313F-HRTimeline
Zullo Investment Group, Inc.3,545$1.17M0.43%-2013F-HRTimeline
United Advisor Group, LLC3,544$1.17M0.15%-28613F-HRTimeline
Avidian Wealth Enterprises, LLC3,541$1.17M0.04%+16613F-HRTimeline
Revolve Wealth Partners, LLC3,536$1.17M0.14%-4813F-HRTimeline
MSH Capital Advisors LLC3,526$1.16M0.25%+16313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,503$1.16M0.02%-32813F-HRTimelineGroup
LSV ASSET MANAGEMENT3,500$1.16M<0.01%013F-HRTimeline
BlueStem Wealth Partners, LLC3,498$1.15M0.13%-55313F-HRTimeline
Weaver Capital Management LLC3,495$1.15M0.24%+56813F-HRTimeline
US Asset Management LLC3,484$1.15M0.94%-3213F-HRTimeline
Clarius Group, LLC3,481$1.15M0.07%+62413F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,479$1.15M0.18%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,477$1.15M0.42%-1,16013F-HRTimelineGroup
Congress Park Capital LLC3,475$1.15M0.34%+10013F-HRTimeline
James J. Burns & Company, LLC3,471$1.15M0.16%-25413F-HRTimeline
Farringdon Capital, Ltd.3,462$1.14M0.28%new13F-HRTimeline
Evansbrook LLC3,456$1.14M0.76%13F-HRTimeline
Herold Advisors, Inc.3,452$1.14M0.25%-4913F-HRTimeline
Pictet North America Advisors SA3,440$1.14M0.11%+2113F-HRTimeline
Clarendon Private LLC3,437$1.13M0.96%-6413F-HRTimeline
Greenspring Advisors, LLC3,403$1.12M0.07%new13F-HRTimeline
Indivisible Partners3,391$1.12M0.12%13F-HRTimeline
Evelyn Partners Investment Management (…3,386$1.12M0.36%+113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,383$1.12M0.64%+713F-HRTimeline
Intellectus Partners, LLC3,381$1.12M0.22%+1,23813F-HRTimeline
Grandview Asset Management LLC3,378$1.12M0.31%+55613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,374$1.11M0.18%-68613F-HRTimelineGroup
MIdWestOne Financial Group, Inc.3,372$1.11M0.12%-25813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC3,355$1.11M0.04%-5513F-HRTimeline
Goepper Burkhardt LLC3,355$1.11M0.36%-5713F-HRTimeline
Patriot Financial Group Insurance Agenc…3,343$1.1M0.13%-34813F-HRTimeline
Requisite Capital Management, LLC3,338$1.1M0.21%-96513F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC3,337$1.1M0.58%-1,69913F-HRTimeline
Ascent Wealth Partners, LLC3,327$1.1M0.13%+1013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…3,317$1.09M0.13%+1,69413F-HRTimelineGroup
HHM Wealth Advisors, LLC3,314$1.09M0.13%-12313F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,306$1.09M0.28%-1,17313F-HRTimeline
CSU Producer Resources, Inc.3,300$1.09M3.26%013F-HRTimeline
Colonial River Investments, LLC3,274$1.08M0.39%-6313F-HRTimeline
Institute for Wealth Management, LLC.3,263$1.08M0.11%-113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,200$1.08M0.18%013F-HRTimelineGroup
LVW Advisors, LLC3,258$1.08M0.11%+1,47613F-HRTimeline
JT Stratford LLC3,254$1.07M0.14%+1,24213F-HRTimeline
Kenora Financial, LLC3,241$1.07M0.36%-2113F-HRTimeline
Cache Advisors, LLC3,235$1.07M0.13%013F-HRTimeline
Quent Capital, LLC3,232$1.07M0.08%-26413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,227$1.07M0.11%-80913F-HRTimelineGroup
Verity & Verity, LLC3,226$1.06M0.08%new13F-HRTimeline
Emprise Bank3,218$1.06M0.44%-7013F-HRTimeline
LANARK FINANCIAL, INC.3,200$1.06M0.08%-19813F-HRTimeline
Blackhawk Capital Partners, LLC3,191$1.05M0.4%-60113F-HRTimeline
MCF Advisors LLC3,187$1.05M0.06%+84913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3,187$1.05M0.3%+4213F-HRTimeline
Ellevest, Inc.3,184$1.05M0.15%-29413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,178$1.05M0.06%-17013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,176$1.05M0.16%+31913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,172$1.05M0.06%+50213F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.3,163$1.04M0.91%-53213F-HRTimeline
CoreCap Advisors, LLC3,156$1.04M0.04%+77813F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,078$1.04M0.23%+1,07413F-HRTimeline
Apella Capital, LLC3,146$1.04M0.02%-2113F-HRTimeline
Ironwood Investment Counsel, LLC3,145$1.04M0.14%+55613F-HRTimeline
Bell Bank3,145$1.04M0.04%-45813F-HRTimeline
WEALTH ALLIANCE, LLC3,144$1.04M0.1%-2513F-HRTimeline
Unifi Asset Management LP3,142$1.04M1.13%13F-HRTimeline
Jefferson Bridge Capital, LLC3,131$1.03M1.04%13F-HRTimeline
Sivia Capital Partners, LLC3,126$1.03M0.21%-70613F-HRTimeline
Aprio Wealth Management, LLC3,125$1.03M0.06%+1,04013F-HRTimeline
Atlantic Private Wealth, LLC3,119$1.03M0.66%+3,01913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,120$1.03M0.01%-1,56313F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC3,115$1.03M0.55%+1,80013F-HRTimeline
Semus Wealth Partners LLC3,114$1.03M0.55%-43013F-HRTimeline
Trust Investment Advisors3,099$1.02M0.54%-1913F-HRTimeline
Versor Investments LP3,094$1.02M0.16%-20613F-HRTimeline
GeoWealth Management, LLC3,092$1.02M0.04%-1,54313F-HRTimeline
Enclave Advisors LLC3,086$1.02M0.14%-33313F-HRTimeline
KLCM Advisors, Inc.3,081$1.02M0.09%+17413F-HRTimeline
Souders Financial Advisors3,077$1.02M0.12%-64313F-HRTimeline
Comprehensive Financial Management LLC3,074$1.01M0.03%013F-HRTimeline
True North Advisors, LLC3,067$1.01M0.13%+74513F-HRTimeline
BIP Wealth, LLC3,065$1.01M0.04%+2,15813F-HRTimeline
Welch & Forbes LLC3,062$1.01M0.01%-16613F-HRTimeline
Quotient Wealth Partners, LLC3,059$1.01M0.03%+63713F-HRTimeline
Key Financial Inc3,057$1.01M0.18%+10013F-HRTimeline
INGALLS & SNYDER LLC3,046$1.01M0.04%-4913F-HRTimeline
AA Financial Advisors, LLC3,044$1M0.19%+76513F-HRTimeline
FAS Wealth Partners, Inc.3,044$1M0.06%+2713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,036$1M0.16%+59213F-HRTimeline
ASPIRIANT, LLC3,026$999K0.03%-5013F-HRTimeline
Balefire, LLC3,019$997K0.19%-58913F-HRTimeline
Archford Capital Strategies, LLC3,019$997K0.12%-2013F-HRTimeline
Paladin Wealth, LLC3,019$997K0.68%-26213F-HRTimeline
PATRON PARTNERS, LLC3,013$995K0.44%+21913F-HRTimeline
TMB Capital Partners, LLC3,002$991K0.34%13F-HRTimeline
Laraway Financial Advisors Inc2,998$990K0.64%-9813F-HRTimeline
V-Square Quantitative Management LLC2,985$985K0.1%new13F-HRTimeline
Mason & Associates Inc2,979$983K0.19%+11013F-HRTimeline
Strong Retirement Solutions LLC2,977$983K0.66%13F-HRTimeline
Continuum Advisory, LLC2,977$983K0.1%-4313F-HRTimeline
E&G Advisors, LLC2,973$981K0.22%-1013F-HRTimeline
St. Johns Investment Management Company…2,960$977K0.41%-57613F-HRTimeline
WEST PACES ADVISORS INC.2,956$976K0.19%+3513F-HRTimeline
EVERETT HARRIS & CO /CA/2,953$975K0.01%+44013F-HRTimeline
Buckley Wealth Management, LLC2,953$975K0.26%-12813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…2,948$973K0.07%+24213F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,947$973K0.14%-8213F-HRTimelineGroup
Sierra Legacy Group2,944$972K0.71%-3013F-HRTimeline
RiverFront Investment Group, LLC2,940$971K0.02%+33813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,939$970K0.02%-48313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,921$964K0.07%-20613F-HRTimeline
BCS Wealth Management2,912$961K0.1%+1,22613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,904$959K0.28%+22913F-HRTimeline
Andrews Advisory Associates, LLC2,903$958K0.51%13F-HRTimeline
AlphaGrep UK Ltd2,902$958K0.32%13F-HRTimeline
TLWM2,895$956K0.17%+5913F-HRTimeline
Prentice Wealth Management LLC2,887$953K0.22%+713F-HRTimeline
CULBERTSON A N & CO INC2,885$952K0.13%-29013F-HRTimeline
LJI Wealth Management, LLC2,883$952K0.15%+11713F-HRTimeline
Lee Financial Co2,876$949K0.13%-51413F-HRTimeline
SAXON INTERESTS, INC.2,875$949K0.34%-45513F-HRTimeline
Baldwin Investment Management, LLC2,874$949K0.11%-37513F-HRTimeline
BRADY FAMILY WEALTH, LLC2,855$942K0.29%-83113F-HRTimeline
SmartHarvest Portfolios, LLC2,854$942K0.33%13F-HRTimeline
Cravens & Co Advisors, LLC2,819$941K0.62%+1213F-HRTimeline
INDEPENDENT INVESTORS INC2,845$939K0.17%013F-HRTimeline
Monte Financial Group, LLC2,845$939K0.35%-313F-HRTimeline
TRUST POINT INC.2,831$935K0.07%+18913F-HRTimeline
Vectors Research Management, LLC2,831$935K0.29%013F-HRTimeline
Stokes Family Office, LLC2,817$930K0.09%-31613F-HRTimeline
LGT Fund Management Co Ltd.2,793$928K0.07%-25,00013F-HRTimeline
Austin Private Wealth, LLC2,809$927K0.07%+5013F-HRTimeline
MRA Advisory Group2,806$926K0.39%+30313F-HRTimeline
American State Bank (Iowa)2,805$926K0.45%+54713F-HRTimeline
Sompo Asset Management Co., Ltd.2,800$924K0.16%+2013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,790$921K0.06%-45913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,779$917K0.12%-13513F-HRTimeline
BOK Financial Private Wealth, Inc.2,775$916K0.06%-8613F-HRTimeline
BAM Wealth Management, LLC2,770$914K0.66%-24413F-HRTimeline
Bluespring Wealth Management, LLC2,770$914K0.08%-4613F-HRTimeline
Lodestone Wealth Management LLC2,767$913K0.37%+37213F-HRTimeline
National Wealth Management Group, LLC2,766$913K0.32%-2,45213F-HRTimeline
Persistent Asset Partners Ltd2,766$913K0.44%-9,29713F-HRTimeline
EPG Wealth Management LLC2,760$911K0.25%-12413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,740$910K0.06%+29213F-HRTimeline
Tempo Wealth, LLC2,749$907K0.16%13F-HRTimeline
WRAPMANAGER INC2,742$905K0.31%-40313F-HRTimeline
EdgeRock Capital LLC2,737$904K0.24%+6013F-HRTimeline
Ellis Investment Partners, LLC2,733$902K0.16%-75413F-HRTimeline
3Chopt Investment Partners, LLC2,732$902K0.2%+39613F-HRTimeline
BANK OF HAWAII2,731$902K0.04%-4113F-HRTimeline
MJP ASSOCIATES INC /ADV2,728$901K0.11%+52013F-HRTimeline
Main Street Financial Solutions, LLC2,725$900K0.07%-66213F-HRTimeline
Westbourne Investment Advisors, Inc.2,725$900K0.25%-14313F-HRTimeline
Income Insurance Ltd2,725$900K0.58%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PCM Encore, LLC2,725$899K0.19%13F-HRTimeline
Strategic Blueprint, LLC2,713$896K0.05%-1,39613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,711$895K0.06%-10013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,711$895K0.07%new13F-HRTimeline
WORLD EQUITY GROUP, INC.2,710$894K0.25%-4513F-HRTimeline
Volterra Technologies LP2,700$891K0.91%+1,91513F-HRTimeline
Churchill Financial Advisors, LLC2,700$891K0.27%13F-HRTimeline
SYM FINANCIAL Corp2,694$889K0.09%-20313F-HRTimeline
CERTUITY, LLC2,693$889K0.06%-1,13513F-HRTimeline
CYBER HORNET ETFs LLC2,693$889K0.53%+22013F-HRTimeline
Hartford Funds Management Co LLC2,690$889K0.07%-9413F-HRTimeline
Patton Albertson Miller Group, LLC2,688$887K0.1%+18813F-HRTimeline
Clearstead Trust, LLC2,687$887K0.14%-24013F-HRTimeline
KW WEALTH MANAGEMENT LLC2,677$884K1.34%013F-HRTimeline
DF DENT & CO INC2,677$884K0.01%-21913F-HRTimeline
KG Capital Management2,677$884K0.23%+87113F-HRTimeline
Legend Capital Advisors LLC2,674$883K0.49%13F-HRTimeline
Bradyco, Inc.2,673$882K1.09%013F-HRTimeline
Counterweight Ventures, LLC2,668$881K0.49%-25313F-HRTimeline
Abundance Wealth Counselors2,660$878K0.15%-18013F-HRTimeline
Q Fund Management (Hong Kong) Ltd2,650$875K0.82%new13F-HRTimeline
Cadence Bank2,648$874K0.05%-2813F-HRTimeline
X-Square Capital, LLC2,646$873K0.29%-35413F-HRTimeline
PICTET BANK & TRUST Ltd2,642$872K1.05%+8713F-HRTimeline
TODD ASSET MANAGEMENT LLC2,641$872K0.02%013F-HRTimeline
Drucker Wealth 3.0, LLC2,640$872K0.15%-4,06613F-HRTimeline
Walsky Investment Management, Inc.2,639$871K0.89%13F-HRTimeline
BARLOW WEALTH PARTNERS, LLC2,532$871K0.09%-1513F-HRTimeline