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 13F 持有人
UnitedHealth Group Inc 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,185
- 較 2025 年第 1 季 −378 家
- 持有股數
- 7.74 億
- 較 2025 年第 1 季 −3,511 萬 (−4.3%)
- 總市值
- $2,411 億
- 較 2025 年第 1 季 −$1,825 億 (−43.1%)
- 新進機構
- 277
- 另有 1,290 家加碼
- 清倉機構
- 655
- 另有 1,437 家減碼
另有 50 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UNH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,395 | $3,251 億 |
| 2026 年第 1 季 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $4,183 億 |
| 2021 年第 4 季 | 2,909 | $4,139 億 |
| 2021 年第 3 季 | 2,573 | $3,217 億 |
| 2021 年第 2 季 | 2,592 | $3,301 億 |
| 2021 年第 1 季 | 2,516 | $3,073 億 |
2025 年第 2 季持有機構
每家機構持有 UnitedHealth Group Inc 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,693 | $52.8 萬 | 0.04% | −58−3.3% | 減碼 |
| Root Financial Partners, LLC | 1,693 | $52.8 萬 | 0.05% | +263+18.4% | 加碼 |
| MJP Associates Inc | 1,693 | $52.8 萬 | 0.08% | −99−5.5% | 減碼 |
| D.B. Root & Company, LLC | 1,694 | $52.8 萬 | 0.16% | +1,694 | 新進 |
| Convergence Investment Partners, LLC | 1,697 | $52.9 萬 | 0.13% | −134−7.3% | 減碼 |
| Full Sail Capital, LLC | 1,699 | $53.0 萬 | 0.03% | +311+22.4% | 加碼 |
| Aviso Wealth Management | 1,700 | $53.0 萬 | 0.25% | −131−7.2% | 減碼 |
| Waters Parkerson & Co., LLC | 1,700 | $53.0 萬 | 0.03% | +574+51.0% | 加碼 |
| Asset Management Group, Inc. | 1,702 | $53.1 萬 | 0.09% | −71−4.0% | 減碼 |
| Jump Financial, LLC | 1,702 | $53.1 萬 | 0.01% | +1,702 | 新進 |
| Kellett Schaffner Wealth Advisors LLC | 1,704 | $53.2 萬 | 0.35% | +41+2.5% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 1,707 | $53.3 萬 | 0.02% | −1,698−49.9% | 減碼 |
| Paladin Advisory Group, LLC | 1,710 | $53.3 萬 | 0.41% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 1,711 | $53.4 萬 | 0.05% | +127+8.0% | 加碼 |
| VeraBank, N.A. | 1,716 | $53.5 萬 | 0.11% | +419+32.3% | 加碼 |
| Camden National Bank | 1,717 | $53.6 萬 | 0.08% | −320−15.7% | 減碼 |
| Silver Oak Securities, Inc | 1,719 | $53.6 萬 | 0.04% | −1,089−38.8% | 減碼 |
| Atlas Private Wealth Advisors | 1,719 | $53.6 萬 | 0.07% | −72−4.0% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,720 | $53.7 萬 | 0.06% | 00.0% | 不變 |
| Wisconsin Wealth Advisors, LLC | 1,726 | $53.8 萬 | 0.62% | +953+123.3% | 加碼 |
| True North Advisors, LLC | 1,728 | $53.9 萬 | 0.10% | +139+8.7% | 加碼 |
| SFMG, LLC | 1,731 | $54.0 萬 | 0.04% | +90+5.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 1,732 | $54.0 萬 | 0.09% | −55−3.1% | 減碼 |
| Phillips Wealth Planners LLC | 1,758 | $54.1 萬 | 0.49% | −1,086−38.2% | 減碼 |
| Invera Wealth Advisors, LLC | 1,735 | $54.1 萬 | 0.35% | +9+0.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,736 | $54.2 萬 | 0.02% | −713−29.1% | 減碼 |
| Certified Advisory Corp | 1,738 | $54.2 萬 | 0.06% | −1,924−52.5% | 減碼 |
| Coco Enterprises, LLC | 1,739 | $54.3 萬 | 0.31% | +1,739 | 新進 |
| Valtinson Bruner Financial Planning LLC | 1,747 | $54.5 萬 | 0.17% | −5−0.3% | 減碼 |
| Presidio Capital Management, LLC | 1,747 | $54.5 萬 | 0.21% | −8−0.5% | 減碼 |
| Affinity Investment Advisors, LLC | 1,749 | $54.6 萬 | 0.41% | −2,648−60.2% | 減碼 |
| Synergy Investment Management, LLC | 1,754 | $54.7 萬 | 0.33% | −17−1.0% | 減碼 |
| Summit Financial Strategies, Inc. | 1,754 | $54.7 萬 | 0.05% | +337+23.8% | 加碼 |
| My Personal CFO, LLC | 1,754 | $54.7 萬 | 0.25% | −47−2.6% | 減碼 |
| Broadwater Capital Management LLC | 547,195 | $54.7 萬 | 0.43% | +545,441+31,097.0% | 加碼 |
| Burns J W & Co Inc | 1,755 | $54.8 萬 | 0.07% | −11,199−86.5% | 減碼 |
| Allstate Corp | 1,757 | $54.8 萬 | 0.04% | −30,115−94.5% | 減碼 |
| Riverbend Wealth Management, LLC | 1,761 | $55.0 萬 | 0.42% | −812−31.6% | 減碼 |
| Arcus Capital Partners, LLC | 1,768 | $55.2 萬 | 0.24% | +113+6.8% | 加碼 |
| Granite Harbor Advisors, Inc. | 1,775 | $55.4 萬 | 0.26% | +473+36.3% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 1,778 | $55.5 萬 | 0.44% | +77+4.5% | 加碼 |
| Profit Investment Management, LLC | 1,790 | $55.8 萬 | 0.50% | −50−2.7% | 減碼 |
| Northern Financial Advisors Inc | 1,797 | $56.1 萬 | 0.42% | −1,134−38.7% | 減碼 |
| Foundation Wealth Management, LLC | 1,797 | $56.1 萬 | 0.24% | +32+1.8% | 加碼 |
| Sivia Capital Partners, LLC | 1,797 | $56.1 萬 | 0.19% | −1,213−40.3% | 減碼 |
| Capital Management Associates | 1,800 | $56.2 萬 | 0.92% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 1,800 | $56.2 萬 | 0.37% | +200+12.5% | 加碼 |
| Wealth Group Ltd | 1,803 | $56.2 萬 | 0.14% | +125+7.4% | 加碼 |
| Forefront Wealth Partners, LLC | 1,114 | $56.3 萬 | 0.39% | +66+6.3% | 加碼 |
| Sierra Capital LLC | 1,807 | $56.4 萬 | 0.07% | −12−0.7% | 減碼 |
| First American Trust, FSB | 1,811 | $56.5 萬 | 0.05% | −3−0.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 1,812 | $56.5 萬 | 0.07% | +1,175+184.5% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,030 | $56.5 萬 | 0.16% | −611−23.1% | 減碼 |
| Midland Wealth Advisors LLC | 1,818 | $56.7 萬 | 0.03% | −262−12.6% | 減碼 |
| United Advisor Group, LLC | 1,830 | $57.1 萬 | 0.10% | −43−2.3% | 減碼 |
| AXS Investments LLC | 1,831 | $57.1 萬 | 0.23% | −886−32.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $57.1 萬 | 0.00% | +2+0.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 1,833 | $57.2 萬 | 0.07% | −70−3.7% | 減碼 |
| Buska Wealth Management, LLC | 1,838 | $57.3 萬 | 0.16% | +344+23.0% | 加碼 |
| Ethos Financial Group, LLC | 1,838 | $57.4 萬 | 0.05% | −453−19.8% | 減碼 |
| Castleview Partners, LLC | 1,839 | $57.4 萬 | 0.37% | +1,408+326.7% | 加碼 |
| Unique Wealth Strategies, LLC | 1,840 | $57.4 萬 | 0.24% | −332−15.3% | 減碼 |
| Chung Wu Investment Group, LLC | 1,840 | $57.4 萬 | 0.60% | −4,583−71.4% | 減碼 |
| Inspire Advisors, LLC | 1,840 | $57.4 萬 | 0.06% | +198+12.1% | 加碼 |
| Rooted Wealth Advisors, Inc. | 1,890 | $57.5 萬 | 0.20% | +972+105.9% | 加碼 |
| Parsonex Advisory Services, Inc. | 1,844 | $57.5 萬 | 0.48% | +1,844 | 新進 |
| Abacus Planning Group, Inc. | 1,850 | $57.7 萬 | 0.09% | −483−20.7% | 減碼 |
| First Business Financial Services, Inc. | 1,858 | $58.0 萬 | 0.05% | −2,863−60.6% | 減碼 |
| Heck Capital Advisors, LLC | 1,859 | $58.0 萬 | 0.05% | +396+27.1% | 加碼 |
| Centurion Wealth Management LLC | 1,868 | $58.3 萬 | 0.17% | −1,157−38.2% | 減碼 |
| BCS Wealth Management | 1,871 | $58.4 萬 | 0.13% | +248+15.3% | 加碼 |
| Moseley Investment Management Inc | 1,873 | $58.4 萬 | 0.20% | −650−25.8% | 減碼 |
| Ashton Thomas Securities, LLC | 2,209 | $58.5 萬 | 0.14% | +793+56.0% | 加碼 |
| Fairscale Capital, LLC | 2,345 | $58.5 萬 | 0.43% | −147−5.9% | 減碼 |
| Ameriflex Group, Inc. | 1,938 | $58.7 萬 | 0.31% | +92+5.0% | 加碼 |
| Landing Point Financial Group, LLC | 1,882 | $58.7 萬 | 0.37% | −111−5.6% | 減碼 |
| Persium Advisors, LLC | 1,887 | $58.9 萬 | 0.49% | +709+60.2% | 加碼 |
| Sunflower Bank, N.A. | 1,888 | $58.9 萬 | 0.15% | +142+8.1% | 加碼 |
| White Lighthouse Investment Management Inc. | 1,889 | $58.9 萬 | 0.10% | −140−6.9% | 減碼 |
| Peoples Bank | 1,889 | $58.9 萬 | 0.40% | +212+12.6% | 加碼 |
| 1st Source Bank | 1,895 | $59.1 萬 | 0.03% | +260+15.9% | 加碼 |
| Asset Planning,Inc | 1,900 | $59.3 萬 | 0.45% | +61+3.3% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,909 | $59.5 萬 | 0.15% | −133−6.5% | 減碼 |
| Keb Asset Management, LLC | 1,909 | $59.6 萬 | 0.15% | −25−1.3% | 減碼 |
| American State Bank (Iowa) | 1,916 | $59.8 萬 | 0.33% | +525+37.7% | 加碼 |
| Sherbrooke Park Advisers LLC | 1,919 | $59.9 萬 | 0.26% | +1,919 | 新進 |
| McLean Asset Management Corp | 1,947 | $59.9 萬 | 0.16% | −113−5.5% | 減碼 |
| Smart Portfolios, LLC | 1,922 | $60.0 萬 | 0.60% | +65+3.5% | 加碼 |
| K.J. Harrison & Partners Inc | 1,924 | $60.0 萬 | 0.10% | −7,951−80.5% | 減碼 |
| Capital Market Strategies LLC | 1,924 | $60.0 萬 | 0.42% | +275+16.7% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 1,925 | $60.1 萬 | 0.31% | −260−11.9% | 減碼 |
| Twin Focus Capital Partners, LLC | 1,925 | $60.1 萬 | 0.08% | +1,925 | 新進 |
| Wealthstream Advisors, Inc. | 1,927 | $60.1 萬 | 0.10% | +8+0.4% | 加碼 |
| KC Investment Advisors, LLC | 1,931 | $60.2 萬 | 0.21% | −1,429−42.5% | 減碼 |
| Invenio Wealth Partners LLC | 1,936 | $60.4 萬 | 0.24% | +372+23.8% | 加碼 |
| Cyr Financial Inc. | 1,942 | $60.6 萬 | 0.47% | +356+22.4% | 加碼 |
| Cantor Fitzgerald, L. P. | 1,942 | $60.6 萬 | 0.01% | +1,942 | 新進 |
| FSB Premier Wealth Management, Inc. | 1,945 | $60.7 萬 | 0.22% | +10+0.5% | 加碼 |
| Sovran Advisors, LLC | 1,974 | $60.7 萬 | 0.06% | −269−12.0% | 減碼 |
| Sargent Investment Group, LLC | 2,478 | $60.9 萬 | 0.08% | −3,377−57.7% | 減碼 |