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Disclosery

UNH UNITEDHEALTH GROUP INC

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COM (common), issuer CIK 731766

2,987 managers (3,054 13F filers) reported a position in UNH shares at 2026-03-31, 748,351,410 shares in all. 148 filers opened a position and 400 filers sold out during the quarter.

Managers
2,987
13F filers
3,054
New
148
Added
1,208
Reduced
1,399
Sold out
400
Shares held by filers
748,351,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
St. Johns Investment Management Company…3,201$866K0.36%+24113F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,201$866K0.06%+1,60913F-HRTimeline
Greenspring Advisors, LLC3,197$865K0.05%-20613F-HRTimeline
Boreal Capital Management LLC3,188$863K0.74%-44513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,186$862K0.04%+813F-HRTimeline
Clare Market Investments LLC3,180$860K0.18%13F-HRTimeline
AlphaGrep UK Ltd3,172$858K0.25%+27013F-HRTimeline
Persium Advisors, LLC3,171$858K0.68%+1,97513F-HRTimeline
Marble Wealth, LLC3,156$854K0.15%-1,92113F-HRTimeline
DELTA FINANCIAL ADVISORS LLC3,155$854K0.22%-15113F-HRTimeline
Andrews Advisory Associates, LLC3,154$853K0.45%+25113F-HRTimeline
Notis-McConarty Edward3,153$853K0.42%-5,64913F-HR/ATimeline
Semus Wealth Partners LLC3,142$850K0.48%+2813F-HRTimeline
EVERETT HARRIS & CO /CA/3,142$850K0.01%+18913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,142$850K0.05%-3013F-HRTimelineGroup
MATHER GROUP, LLC.3,141$850K0.01%-92513F-HRTimeline
American State Bank (Iowa)3,139$849K0.41%+33413F-HRTimeline
Jefferson Bridge Capital, LLC3,130$847K0.84%-113F-HRTimeline
Cambria Investment Management, L.P.3,120$844K0.05%+1,10313F-HRTimeline
PROMETHIUM ADVISORS,LLC3,115$843K0.44%013F-HRTimeline
Finivi Inc.3,115$843K0.46%-1,05613F-HRTimeline
Zhang Financial LLC3,109$841K0.03%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,094$837K0.03%-10,87013F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,093$837K1%-7013F-HRTimeline
SAPIENT CAPITAL LLC3,091$836K0.01%+61513F-HR/ATimeline
Coastwise Capital Group, LLC3,087$835K0.46%+1,28113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,082$834K0.18%+72713F-HRTimeline
EdgeRock Capital LLC3,092$833K0.23%+35513F-HRTimeline
WEALTH ALLIANCE, LLC3,077$833K0.08%-6713F-HRTimeline
Trask Adam Roland3,075$832K0.79%13F-HRTimeline
INGALLS & SNYDER LLC3,069$830K0.03%+2313F-HRTimeline
Defiance ETFs, LLC3,049$825K0.01%new13F-HRTimeline
Enclave Advisors LLC3,047$824K0.12%-3913F-HRTimeline
Balefire, LLC3,045$824K0.16%+2613F-HRTimeline
Paladin Wealth, LLC3,043$823K0.57%+2413F-HRTimeline
EARNEST PARTNERS LLC3,035$821K<0.01%-8,78913F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,019$817K0.05%-93413F-HRTimeline
KLCM Advisors, Inc.3,013$815K0.07%-6813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,003$813K0.07%+8213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX3,001$812K0.19%-65313F-HRTimeline
CALTON & ASSOCIATES, INC.3,001$812K0.12%-64813F-HRTimeline
S-Bank Fund Management Ltd3,000$812K0.12%-10,00013F-HRTimeline
Trust Investment Advisors3,000$812K0.47%-9913F-HRTimeline
S&T Bank/PA2,998$811K0.3%-1,84413F-HRTimeline
FOSTER & MOTLEY INC2,994$810K0.04%-77213F-HRTimeline
E&G Advisors, LLC2,982$807K0.18%+913F-HRTimeline
Delaney Dennis R2,980$806K0.29%-5,29113F-HRTimeline
Key Financial Inc2,972$804K0.14%-8513F-HRTimeline
Pettee Investors, Inc.2,168$803K0.41%-8713F-HRTimeline
Hexagon Capital Partners LLC2,955$800K0.12%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,942$796K0.12%-513F-HRTimelineGroup
BARLOW WEALTH PARTNERS, LLC2,448$795K0.09%-8413F-HRTimeline
PCM Encore, LLC2,935$794K0.16%+21013F-HRTimeline
Versant Capital Management, Inc2,932$793K0.08%+30913F-HRTimeline
Verity & Verity, LLC2,931$793K0.06%-29513F-HRTimeline
Acorns Advisers, LLC2,928$792K0.01%+57613F-HRTimeline
Prentice Wealth Management LLC2,925$791K0.18%+3813F-HRTimeline
Cyndeo Wealth Partners, LLC2,924$791K0.04%-1,63513F-HRTimeline
Simplify Asset Management Inc.2,901$785K0.01%-96,90613F-HRTimeline
Baldwin Investment Management, LLC2,894$783K0.09%+2013F-HRTimeline
Quotient Wealth Partners, LLC2,891$782K0.02%-16813F-HRTimeline
Cane Capital Partners, LLC2,878$779K0.34%+2,25413F-HRTimeline
Triumph Capital Management2,873$777K0.16%+38013F-HRTimeline
Cravens & Co Advisors, LLC2,864$775K0.5%+4513F-HRTimeline
Archford Capital Strategies, LLC2,863$775K0.09%-15613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,862$775K0.01%-7713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,860$774K0.25%+23013F-HRTimeline
Grant Private Wealth Management Inc2,854$772K0.41%+75013F-HRTimeline
Strategic Financial Services, Inc.2,849$771K0.04%-5113F-HRTimeline
Crabel Capital Management, LLC2,849$771K7.13%new13F-HRTimeline
Monte Financial Group, LLC2,848$771K0.27%+313F-HRTimeline
Keudell/Morrison Wealth Management2,844$770K0.16%+43213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,837$768K0.04%+27413F-HRTimeline
Laraway Financial Advisors Inc2,836$767K0.54%-16213F-HRTimeline
Vectors Research Management, LLC2,836$767K0.22%+513F-HRTimeline
Emprise Bank2,829$765K0.31%-38913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,824$764K0.09%new13F-HR/ATimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,823$764K0.04%-2,88313F-HRTimelineGroup
Sovran Advisors, LLC2,061$764K0.06%+2013F-HRTimeline
CenterBook Partners LP2,817$762K0.04%new13F-HRTimeline
Hudock, Inc.2,816$762K0.11%new13F-HRTimeline
MRA Advisory Group2,807$760K0.31%+113F-HRTimeline
Keel Point, LLC2,804$759K0.05%-1,59713F-HRTimeline
Sompo Asset Management Co., Ltd.2,800$758K0.14%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,790$755K0.05%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,788$754K0.06%+56013F-HRTimelineGroup
SYM FINANCIAL Corp2,783$753K0.08%+8913F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP2,767$749K<0.01%-227,51113F-HRTimeline
ASPIRIANT, LLC2,760$747K0.02%-26613F-HRTimeline
National Wealth Management Group, LLC2,760$747K0.28%-613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,750$744K0.03%-1,16013F-HRTimeline
BANK OF HAWAII2,749$744K0.04%+1813F-HRTimeline
Evernest Financial Advisors, LLC2,097$744K0.15%-11113F-HRTimeline
Bluespring Wealth Management, LLC2,739$741K0.06%-3113F-HRTimeline
Burford Brothers, Inc.2,738$741K0.3%+36313F-HRTimeline
Clarendon Private LLC2,735$740K0.57%-70213F-HRTimeline
Income Insurance Ltd2,725$737K0.5%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Whitener Capital Management, Inc.2,722$737K0.17%+19313F-HRTimeline
3Chopt Investment Partners, LLC2,709$733K0.17%-2313F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,707$732K0.02%+18413F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,705$732K0.05%-3,88213F-HRTimeline
Atom Investors LP2,699$730K0.05%-9,82913F-HRTimeline
FLOW TRADERS U.S. LLC2,698$730K0.02%new13F-HRTimeline
Financial Sense Advisors, Inc.2,696$730K0.15%+6513F-HRTimeline
Mason & Associates Inc2,782$728K0.14%-19713F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,687$727K0.1%+1,33513F-HRTimelineGroup
Stokes Capital Advisors, LLC2,684$726K0.16%-15,36613F-HR/ATimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…2,680$725K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC2,680$725K0.19%+17413F-HRTimeline
LRI Investments, LLC19,325$725K0.06%+52013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,677$724K0.27%+12913F-HRTimelineGroup
Legend Capital Advisors LLC2,675$724K0.45%+113F-HRTimeline
Wellington Grp LLC2,659$719K0.22%+21013F-HRTimeline
Hardy Reed LLC2,654$718K0.05%+9813F-HRTimeline
Rothschild Wealth LLC2,651$717K0.06%+65513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,647$716K0.26%+13413F-HRTimeline
Retirement Planning Co of New England, …2,646$716K0.29%-3,15913F-HRTimeline
BW Gestao de Investimentos Ltda.2,642$715K0.03%new13F-HRTimeline
TODD ASSET MANAGEMENT LLC2,641$715K0.01%013F-HRTimeline
SANDERS MORRIS HARRIS LLC2,640$714K0.11%new13F-HRTimeline
Elevated Capital Advisors, LLC2,630$712K0.18%-1,21613F-HRTimeline
Riverwater Partners LLC2,626$711K0.24%+16813F-HRTimeline
Advocate Investing Services LLC2,623$710K0.6%+1,55513F-HRTimeline
WRAPMANAGER INC2,622$710K0.25%-12013F-HRTimeline
Lodestone Wealth Management LLC2,617$708K0.28%-15013F-HR/ATimeline
CERTUITY, LLC2,614$707K0.05%-7913F-HRTimeline
Arcus Capital Partners, LLC2,607$705K0.25%new13F-HRTimeline
Goepper Burkhardt LLC2,604$705K0.24%-75113F-HRTimeline
ALKEME WEALTH, LLC2,593$702K0.29%+1,21613F-HRTimeline
Granite Harbor Advisors, Inc.2,593$702K0.31%+41313F-HRTimeline
AAFMAA Wealth Management & Trust LLC2,591$701K0.27%new13F-HRTimeline
INDEPENDENT INVESTORS INC2,580$698K0.14%-26513F-HRTimeline
Nicholas Hoffman & Company, LLC.2,579$698K0.02%+4613F-HRTimeline
Medallion Wealth Advisors, LLC2,579$698K0.23%+24113F-HRTimeline
China Universal Asset Management Co., L…2,579$698K0.05%-1,38213F-HRTimeline
Counterweight Ventures, LLC2,578$698K0.39%-9013F-HRTimeline
GeoWealth Management, LLC2,577$697K0.03%-51513F-HRTimeline
LPWM LLC2,576$697K0.18%+13313F-HRTimeline
PATRON PARTNERS, LLC2,570$695K0.31%-44313F-HRTimeline
Abacus Wealth Partners, LLC2,568$695K0.06%+4813F-HRTimeline
PFW Advisors LLC2,567$695K0.22%-4513F-HRTimeline
Cornerstone Advisory, LLC2,563$693K0.07%+6313F-HRTimeline
Realta Investment Advisors2,560$693K0.24%+40313F-HRTimeline
ROCKLAND TRUST CO2,560$693K0.03%-4413F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,559$692K0.15%+15613F-HRTimeline
Brand Asset Management Group, Inc.2,558$692K0.18%+2013F-HRTimeline
Rede Wealth, LLC2,552$691K0.25%-6513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,550$690K0.33%+7513F-HRTimelineGroup
Ironwood Investment Counsel, LLC2,545$689K0.1%-60013F-HRTimeline
Ellis Investment Partners, LLC2,542$688K0.12%-19113F-HRTimeline
Keebeck Wealth Management2,542$688K0.08%-1,39713F-HRTimeline
First Bank & Trust2,535$686K0.11%+60113F-HRTimeline
Clearstead Trust, LLC2,532$685K0.11%-15513F-HRTimeline
Westbourne Investment Advisors, Inc.2,530$685K0.2%-19513F-HRTimeline
DRW Securities, LLC2,527$684K0.04%+1,37413F-HRTimeline
Chesapeake Wealth Management2,527$684K0.21%-1,31513F-HRTimeline
Perennial Investment Advisors, LLC2,526$683K0.05%-1,65413F-HRTimeline
CYBER HORNET ETFs LLC2,490$682K0.44%-20313F-HRTimeline
DF DENT & CO INC2,518$681K0.01%-15913F-HRTimeline
Consilium Wealth Advisory, LLC2,517$681K0.23%+16913F-HRTimeline
Patten Group, Inc.2,516$681K0.12%-1,17613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC2,514$680K0.24%+1,45313F-HRTimeline
Numerai GP LLC2,511$679K0.07%new13F-HRTimeline
Parcion Private Wealth LLC2,507$678K0.04%+12513F-HRTimeline
BEACON FINANCIAL GROUP2,507$678K0.07%-6013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,167$678K0.29%-1513F-HRTimeline
WORLD EQUITY GROUP, INC.2,505$678K0.18%-20513F-HRTimeline
Aprio Wealth Management, LLC2,503$677K0.04%-62213F-HRTimeline
Financial Solutions Advisory Group, Inc.2,499$676K0.09%13F-HRTimeline
Retirement Planning Group, LLC2,490$674K0.02%+31513F-HRTimeline
Uncommon Cents Investing LLC2,490$674K0.16%+5013F-HRTimeline
CALIFORNIA FIRST LEASING CORP2,489$673K0.22%013F-HRTimeline
American Money Management, LLC2,487$673K0.11%-14313F-HRTimeline
Sunpointe, LLC2,486$673K0.22%-6713F-HRTimeline
Centurion Wealth Management LLC2,483$672K0.15%-10713F-HRTimeline
Future Financial Wealth Managment LLC2,136$671K0.43%+7513F-HRTimeline
MCDONALD PARTNERS LLC2,479$671K0.16%+29113F-HRTimeline
Topsail Wealth Management, LLC2,476$670K0.1%+1713F-HRTimeline
Twelve Points Wealth Management LLC2,471$669K0.15%+20013F-HRTimeline
Legacy Financial Advisors, Inc.2,470$668K0.09%+14813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,468$668K0.02%new13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC2,466$667K0.09%+63213F-HRTimeline
CoreCap Advisors, LLC2,462$666K0.02%-69413F-HRTimeline
RBA Wealth Management, LLC2,461$666K0.24%+2713F-HRTimeline
GARRISON POINT ADVISORS, LLC2,461$666K0.3%013F-HRTimeline
Quent Capital, LLC2,459$665K0.05%-77313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,455$664K0.04%-1,46913F-HRTimelineGroup
Salvus Wealth Management, LLC2,454$664K0.39%-2413F-HRTimeline
Impact Partnership Wealth, LLC2,451$663K0.08%-7413F-HRTimeline
Empirical Asset Management, LLC2,450$663K0.18%-3,17513F-HRTimeline
Coign Capital Advisors LLC2,448$662K0.35%+34813F-HRTimeline
FourThought Financial Partners, LLC2,440$660K0.06%-4413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI2,440$660K0.06%013F-HRTimeline
Tempo Wealth, LLC2,438$660K0.12%-31113F-HRTimeline
Legato Capital Management LLC2,435$659K0.06%-4,13113F-HRTimeline
Lakeshore Capital Group, Inc.2,430$658K0.54%+5413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,155$656K0.01%-2213F-HRTimeline
PICTET BANK & TRUST Ltd2,423$656K0.86%-21913F-HRTimeline
SC&H Financial Advisors, Inc.2,417$654K0.1%+213F-HRTimeline
BOK Financial Private Wealth, Inc.2,414$653K0.04%-36113F-HRTimeline