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UnitedHealth Group Inc

UNH
交易所
NYSE
產業
Hospital & Medical Service Plans
SEC CIK
0000731766

近 90 天,UnitedHealth Group Inc 內部人申報 0 筆公開市場買進、2 筆賣出;2026 年第 2 季末有 3,395 家機構在 13F 申報持有,市值合計 $3,251 億;H&H 國際投資、老虎環球等 3 位大師持有。

2025 年第 2 季與 2025 年第 1 季比較

持有 UnitedHealth Group Inc 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

UNH 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數3,613503,185−378
股數8.11 億132.3 萬7.74 億−3,511 萬 (−4.3%)
市值$4,243 億$6.92 億$2,411 億−$1,825 億 (−43.1%)

50 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(277 家)

2025 年第 2 季季末持有 UnitedHealth Group Inc、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 277 家。

2025 年第 2 季新進 UNH 的機構
機構股數市值佔組合 %
Berkshire Hathaway Inc大師波克夏5,039,564$15.7 億0.61%
Lone Pine Capital LLC大師孤松資本1,693,347$5.28 億3.82%
Renaissance Technologies LLC1,352,129$4.22 億0.56%
Swedbank AB1,310,047$4.09 億0.46%
Marshfield Associates1,018,288$3.18 億6.49%
Pentwater Capital Management LP975,000$3.04 億3.88%
GQG Partners LLC910,560$2.84 億0.40%
Two Sigma Advisers, LP759,500$2.37 億0.49%
Hotchkis & Wiley Capital Management LLC694,370$2.17 億0.70%
Naya Capital Management UK Ltd609,376$1.90 億14.58%
Eminence Capital, LP575,451$1.80 億2.64%
Gobi Capital LLC328,200$1.02 億5.06%
IMC-Chicago, LLC287,459$8,968 萬2.24%
Abdiel Capital Advisors, LP286,929$8,951 萬8.37%
Smead Capital Management, Inc.252,438$7,875 萬1.58%
Marsico Capital Management LLC221,294$6,904 萬1.87%
Spear Holdings RSC Ltd200,942$6,269 萬4.59%
Patient Capital Management, LLC191,932$5,988 萬2.70%
HRT Financial LP152,063$4,744 萬0.21%
Wolf Hill Capital Management, LP150,000$4,680 萬3.88%
BlueCrest Capital Management Ltd137,591$4,292 萬4.76%
Seizert Capital Partners, LLC134,901$4,209 萬1.85%
Yacktman Asset Management LP129,000$4,024 萬0.54%
Glenmede Investment Management, LP125,372$3,911 萬0.20%
Crake Asset Management LLP113,943$3,555 萬1.87%
Prosight Management, LP110,000$3,432 萬8.37%
Warther Private Wealth, LLC102,597$3,201 萬8.39%
Camber Capital Management LP100,000$3,120 萬4.35%
Soleus Capital Management, L.P.86,250$2,691 萬1.86%
Compass Rose Asset Management, LP83,000$2,589 萬9.54%
Scopia Capital Management LP78,314$2,443 萬2.98%
BloombergSen Inc.75,708$2,362 萬1.99%
Cubist Systematic Strategies, LLC68,839$2,148 萬0.23%
Minneapolis Portfolio Management Group, LLC68,630$2,141 萬2.65%
Midwest Trust Co67,126$2,094 萬0.29%
Woodbridge Co Ltd65,300$2,037 萬0.03%
Mizuho Securities USA LLC62,694$1,956 萬0.42%
Eagle Health Investments LP60,888$1,900 萬4.69%
Eversept Partners, LP60,736$1,895 萬1.91%
Tri Locum Partners LP60,584$1,890 萬5.74%
Boone Capital Management LLC58,112$1,813 萬7.77%
MIG Capital, LLC55,961$1,746 萬1.84%
RBF Capital, LLC55,000$1,716 萬0.85%
Long Focus Capital Management, LLC52,000$1,622 萬1.05%
Braidwell LP49,400$1,541 萬0.53%
Lakewood Capital Management, LP48,000$1,497 萬1.14%
Leith Wheeler Investment Counsel Ltd.47,284$1,475 萬1.05%
Ranmore Fund Management Ltd44,000$1,373 萬5.47%
Bluefin Capital Management, LLC43,800$1,366 萬10.56%
Private Advisory Group LLC41,875$1,306 萬1.22%
UNICOM Systems, Inc.41,434$1,293 萬1.79%
Coronation Fund Managers Ltd.39,862$1,244 萬0.67%
Kelly Lawrence W & Associates Inc38,790$1,210 萬3.17%
Harber Asset Management LLC36,485$1,138 萬3.66%
Blackstone Group Inc.33,755$1,053 萬0.05%
Kamunting Street Capital Management, L.P.32,500$1,014 萬8.30%
Scharf Investments, LLC29,465$919.2 萬0.26%
Kinsale Capital Group, Inc.27,181$848.0 萬1.74%
Canada Post Corp Registered Pension Plan25,311$789.6 萬0.46%
Wolverine Asset Management LLC24,085$751.4 萬0.13%
One Fin Capital Management LP24,000$748.7 萬2.53%
Alden Global Capital LLC23,655$738.0 萬4.54%
Westerkirk Capital Inc.23,568$735.3 萬0.91%
Vise Technologies, Inc.22,963$716.4 萬0.30%
DDD Partners, LLC22,785$710.8 萬0.76%
Weiss Asset Management LP21,210$661.7 萬0.10%
Wetherby Asset Management Inc21,024$655.9 萬0.29%
Savoie Capital LLC20,500$639.5 萬0.79%
Scion Asset Management, LLC20,000$623.9 萬11.09%
Sona Asset Management (US) LLC20,000$623.9 萬0.21%
Altshuler Shaham Ltd19,300$602.1 萬0.19%
Clare Market Investments LLC17,581$548.5 萬1.22%
Tenzing Global Management, LLC17,500$545.9 萬3.67%
TB Alternative Assets Ltd.16,859$526.0 萬0.97%
Rovida Advisors Inc.15,000$467.7 萬4.16%
Stenger Family Office, LLC17,546$466.8 萬1.23%
GFS Advisors, LLC14,500$452.4 萬0.62%
Allen Operations LLC13,633$425.3 萬0.59%
Global Retirement Partners, LLC13,492$420.9 萬0.10%
Hound Partners, LLC13,437$419.2 萬0.57%
Fulcrum Asset Management LLP13,079$408.0 萬1.16%
CastleKnight Management LP12,400$386.8 萬0.26%
Point72 (DIFC) Ltd12,035$375.5 萬0.30%
Maxi Investments CY Ltd10,200$318.2 萬0.53%
Dupree Financial Group, LLC9,859$307.6 萬1.21%
XTX Topco Ltd9,595$299.3 萬0.12%
Campbell Capital Management Inc9,300$290.1 萬1.13%
Soapstone Management L.P.8,500$265.2 萬1.76%
McGinn Investment Management, Inc.8,285$258.5 萬1.64%
New England Research & Management, Inc.8,120$253.3 萬1.20%
Greenwood Capital Associates LLC8,119$253.3 萬0.32%
Jackson Square Partners, LLC7,971$248.7 萬0.92%
MASTERINVEST Kapitalanlage GmbH7,897$246.4 萬0.26%
English Capital Management LLC7,841$244.6 萬1.62%
WT Wealth Management7,806$243.5 萬0.72%
Skylands Capital, LLC7,715$240.7 萬0.35%
Itau Unibanco Holding S.A.7,555$235.7 萬0.09%
Udine Wealth Management, Inc.7,529$234.9 萬1.41%
Game Creek Capital, LP7,450$232.4 萬1.19%
Peak Financial Advisors LLC7,368$229.9 萬1.18%

清倉機構(655 家)

2025 年第 1 季季末持有 UnitedHealth Group Inc、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 655 家。

2025 年第 2 季清倉 UNH 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Viking Global Investors LP大師維京全球投資2,137,806$11.2 億
Provident Trust Co619,376$3.24 億
SRS Investment Management, LLC586,729$3.07 億
Findlay Park Partners LLP575,626$3.01 億
Brandywine Global Investment Management, LLC553,211$2.90 億
Holocene Advisors, LP525,084$2.75 億
Harding Loevner LP487,113$2.55 億
SurgoCap Partners LP271,740$1.42 億
James Hambro & Partners245,642$1.29 億
Milestone Resources Group Ltd225,114$1.18 億
Corebridge Financial, Inc.205,257$1.08 億
Worldquant Millennium Advisors LLC200,470$1.05 億
Kensico Capital Management Corp196,600$1.03 億
Sands Capital Management, LLC174,787$9,154 萬
8 Knots Management, LLC168,923$8,847 萬
140 Summer Partners LP151,935$7,958 萬
TPG GP A, LLC144,948$7,592 萬
Mercer Global Advisors Inc143,736$7,529 萬
Petrus Trust Company, LTA119,179$6,242 萬
Premier Fund Managers Ltd120,049$6,190 萬
Nippon Life Global Investors Americas, Inc.115,290$6,038 萬
Ceredex Value Advisors LLC103,335$5,412 萬
Thunderbird Partners LLP86,361$4,523 萬
Osterweis Capital Management Inc85,563$4,481 萬
Night Owl Capital Management, LLC83,996$4,399 萬
Segall Bryant & Hamill, LLC83,570$4,377 萬
Financial Counselors Inc73,534$3,851 萬
MBB Public Markets I LLC71,033$3,720 萬
United Services Automobile Association71,940$3,712 萬
Freestone Grove Partners LP66,315$3,473 萬
BlackBarn Capital Partners LP66,000$3,457 萬
River Road Asset Management, LLC58,770$3,078 萬
Bamco Inc56,890$2,980 萬
Campbell Newman Asset Management Inc54,647$2,862 萬
Stack Financial Management, Inc50,928$2,667 萬
Parkman Healthcare Partners LLC50,213$2,630 萬
Nicola Wealth Management Ltd.46,400$2,430 萬
Oak Ridge Investments LLC44,071$2,308 萬
Aquatic Capital Management LLC43,501$2,278 萬
Pittenger & Anderson Inc41,274$2,162 萬
LGT Capital Partners Ltd.40,147$2,103 萬
Cim, LLC38,519$2,017 萬
La Banque Postale Asset Management SA35,609$1,865 萬
Park Avenue Securities LLC32,862$1,721 萬
Davidson Investment Advisors32,059$1,679 萬
Raub Brock Capital Management LP31,592$1,655 萬
Lombard Odier Asset Management (Europe) Ltd30,459$1,595 萬
L1 Capital International Pty Ltd29,659$1,553 萬
ARS Wealth Advisors Group, LLC28,650$1,501 萬
Wallington Asset Management, LLC27,986$1,466 萬
Addenda Capital Inc.26,824$1,405 萬
Overbrook Management Corp25,697$1,346 萬
Muhlenkamp & Co Inc25,045$1,312 萬
Great Lakes Retirement, Inc.23,707$1,242 萬
Alaska Permanent Fund Corp29,174$1,200 萬
Iyo Bank, Ltd.22,410$1,174 萬
Eldred Rock Partners, LLC22,295$1,161 萬
Bourgeon Capital Management LLC22,106$1,158 萬
Churchill Management Corp21,809$1,142 萬
Polar Asset Management Partners Inc.21,472$1,125 萬
Artemis Investment Management LLP21,025$1,101 萬
DuPont Capital Management Corp20,925$1,096 萬
Longbow Finance SA20,704$1,084 萬
Napean Trading & Investment Co (Singapore) PTE Ltd20,488$1,073 萬
Kingdon Capital Management, L.L.C.20,262$1,061 萬
Haverford Financial Services, Inc.20,165$1,056 萬
Mirabaud & Cie SA19,286$1,010 萬
Forbes J M & Co LLP19,097$1,000 萬
Philadelphia Financial Management of San Francisco, LLC18,910$990.4 萬
Greystone Financial Group, LLC17,462$914.6 萬
Matrix Asset Advisors Inc17,384$910.5 萬
First Fiduciary Investment Counsel, Inc.16,939$887.2 萬
11 Capital Partners LP15,700$822.3 萬
BTC Capital Management, Inc.14,815$776.0 萬
Telos Capital Management, Inc.14,769$773.5 萬
Capital Investment Counsel, LLC14,755$772.8 萬
JPB Foundation14,355$751.8 萬
Temasek Holdings (Private) Ltd14,148$741.0 萬
Tradewinds, LLC.13,271$695.0 萬
Argonautica Private Wealth Management, Inc12,953$678.4 萬
Asset Planning Services Inc12,440$651.5 萬
Nikulski Financial, Inc.12,148$636.2 萬
American Trust11,657$610.5 萬
Weatherly Asset Management L. P.11,509$602.8 萬
S.E.E.D. Planning Group LLC11,433$598.8 萬
Ayrshire Capital Management LLC11,424$598.3 萬
Legacy Advisors, LLC11,397$596.9 萬
Strategic Planning Group, LLC10,918$571.8 萬
Dynasty Wealth Management, LLC10,771$559.3 萬
Cinctive Capital Management LP10,514$550.7 萬
Carderock Capital Management Inc10,361$542.7 萬
Advisory Resource Group9,840$515.4 萬
Timber Creek Capital Management LLC9,655$505.7 萬
Joseph Group Capital Management9,477$496.4 萬
SIH Partners, LLLP9,466$495.8 萬
Persistent Asset Partners Ltd9,351$489.8 萬
Nelson Capital Management, LLC9,121$477.7 萬
Alcosta Capital Management, Inc.8,638$452.4 萬
Cypress Capital Group8,585$449.6 萬
IFC Advisors LLC8,454$442.8 萬

尚未申報 2025 年第 2 季的機構(50 家)

2025 年第 1 季季末持有 UnitedHealth Group Inc、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 UNH、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A451,425$2.36 億
Mondrian Investment Partners LTD227,338$1.19 億
Glenmede Trust Co NA170,144$8,911 萬
Orion Portfolio Solutions, LLC88,073$4,613 萬
Rakuten Investment Management, Inc.84,115$4,341 萬
Mizuho Securities USA LLC73,687$3,859 萬
Sabal Trust CO62,252$3,260 萬
CAPROCK Group, Inc.22,542$1,181 萬
Sheaff Brock Investment Advisors, LLC16,007$838.4 萬
Schechter Investment Advisors, LLC12,676$663.9 萬
Sandy Spring Bank12,517$655.6 萬
Lindbrook Capital, LLC11,986$627.8 萬
JCIC Asset Management Inc.11,436$599.0 萬
Roanoke Asset Management Corp7,462$390.8 萬
Centre Asset Management, LLC7,327$383.8 萬
Proquility Private Wealth Partners, LLC6,289$329.4 萬
Delta Financial Group, Inc.4,629$239.1 萬
Shum Financial Group, Inc.4,471$234.2 萬
Marcum Wealth, LLC4,352$227.9 萬
Morningstar Investment Services LLC3,904$204.5 萬
Stillwater Wealth Management Group3,792$198.6 萬
Shorepoint Capital Partners LLC3,589$188.0 萬
Montecito Bank & Trust3,414$178.8 萬
Transform Wealth, LLC2,512$131.6 萬
Bremer Bank National Association2,430$127.3 萬
Financial Network Wealth Management LLC2,394$125.3 萬
Members Wealth LLC2,149$112.6 萬
Cable Hill Partners, LLC2,736$112.6 萬
Benchmark Investment Advisors LLC2,032$106.4 萬
Regent Peak Wealth Advisors LLC2,028$106.2 萬
Callan Capital, LLC1,592$83.4 萬
Vista Wealth Management Group, LLC1,470$77.0 萬
Permanent Capital Management, LP1,442$75.5 萬
Monterey Private Wealth, Inc.1,237$64.8 萬
Rappaport Reiches Capital Management, LLC1,072$56.1 萬
Davis Capital Management1,035$54.2 萬
Heritage Wealth Partners, LLC795$41.6 萬
Wolf Group Capital Advisors763$40.0 萬
Napatree Capital LLC726$38.0 萬
Horan Capital Advisors, LLC.707$37.0 萬
BluePointe Capital Management, LLC587$30.7 萬
Foundry Partners, LLC485$25.4 萬
Greenspring Advisors, LLC482$25.2 萬
Buffington Mohr McNeal409$21.4 萬
Noble Wealth Management PBC302$15.8 萬
Sofos Investments, Inc.120$6.29 萬
Nova Wealth Management, Inc.101$5.29 萬
Grayhawk Investment Strategies Inc.94$4.92 萬
Caas Capital Management LP30$1.57 萬
Collier Financial19$1.00 萬