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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 1,959 | $61.1 萬 | 0.18% | 00.0% | 不變 |
| J.Safra Asset Management Corp | 1,967 | $61.4 萬 | 0.04% | +491+33.3% | 加碼 |
| Longfellow Investment Management Co LLC | 1,969 | $61.4 萬 | 0.15% | +1,951+10,838.9% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 1,969 | $61.4 萬 | 0.18% | +605+44.4% | 加碼 |
| City State Bank | 1,970 | $61.5 萬 | 0.19% | +441+28.8% | 加碼 |
| United Community Bank | 1,971 | $61.5 萬 | 0.21% | −192−8.9% | 減碼 |
| Riverwater Partners LLC | 1,972 | $61.5 萬 | 0.29% | −784−28.4% | 減碼 |
| Franklin Street Advisors Inc | 1,977 | $61.7 萬 | 0.04% | +24+1.2% | 加碼 |
| Elevated Capital Advisors, LLC | 1,186 | $62.1 萬 | 0.17% | 00.0% | 不變 |
| Lumbard & Kellner, LLC | 2,000 | $62.4 萬 | 0.27% | 00.0% | 不變 |
| Enhancing Capital LLC | 2,000 | $62.4 萬 | 0.48% | 00.0% | 不變 |
| Crux Wealth Advisors | 2,002 | $62.5 萬 | 0.27% | +192+10.6% | 加碼 |
| Aprio Wealth Management, LLC | 2,016 | $62.9 萬 | 0.07% | +545+37.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 2,018 | $63.0 萬 | 0.62% | +2,018 | 新進 |
| Sound Income Strategies, LLC | 2,021 | $63.0 萬 | 0.04% | −378−15.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 2,026 | $63.2 萬 | 0.01% | −9,662−82.7% | 減碼 |
| BFSG, LLC | 2,031 | $63.4 萬 | 0.07% | +47+2.4% | 加碼 |
| Rogco, LP | 2,032 | $63.4 萬 | 0.24% | +368+22.1% | 加碼 |
| Gateway Wealth Partners, LLC | 2,042 | $63.7 萬 | 0.12% | +789+63.0% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,045 | $63.8 萬 | 0.39% | −45−2.2% | 減碼 |
| Thrive Wealth Management, LLC | 2,046 | $63.8 萬 | 0.10% | +327+19.0% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,048 | $63.9 萬 | 0.10% | −304−12.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 2,055 | $64.1 萬 | 0.04% | +166+8.8% | 加碼 |
| Yoffe Investment Management, LLC | 2,057 | $64.2 萬 | 0.88% | +10.0% | 加碼 |
| Berkeley Capital Partners, LLC | 2,058 | $64.2 萬 | 0.16% | −248−10.8% | 減碼 |
| Lewis Asset Management, LLC | 2,060 | $64.3 萬 | 0.30% | +692+50.6% | 加碼 |
| Weinberger Asset Management, Inc | 2,064 | $64.4 萬 | 0.25% | −133−6.1% | 減碼 |
| West Paces Advisors Inc. | 2,069 | $64.5 萬 | 0.14% | +493+31.3% | 加碼 |
| Diamant Asset Management, Inc. | 2,070 | $64.6 萬 | 0.49% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 2,072 | $64.6 萬 | 0.18% | −164−7.3% | 減碼 |
| Essex Savings Bank | 2,075 | $64.7 萬 | 0.15% | −366−15.0% | 減碼 |
| LJI Wealth Management, LLC | 2,075 | $64.7 萬 | 0.11% | +1,340+182.3% | 加碼 |
| Golden State Equity Partners | 2,076 | $64.8 萬 | 0.12% | −1,215−36.9% | 減碼 |
| HCR Wealth Advisors | 2,077 | $64.8 萬 | 0.08% | −46−2.2% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,100 | $64.8 萬 | 0.45% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 2,081 | $64.9 萬 | 0.24% | +262+14.4% | 加碼 |
| Drive Wealth Management, LLC | 2,082 | $65.0 萬 | 0.14% | −1,952−48.4% | 減碼 |
| Simmons Bank | 2,091 | $65.2 萬 | 0.05% | −7,504−78.2% | 減碼 |
| Cassia Capital Partners, LLC | 2,094 | $65.3 萬 | 0.39% | +93+4.6% | 加碼 |
| Stiles Financial Services Inc | 2,094 | $65.3 萬 | 0.23% | −603−22.4% | 減碼 |
| CoreCap Advisors, LLC | 2,095 | $65.4 萬 | 0.03% | +256+13.9% | 加碼 |
| Aspire Private Capital, LLC | 2,103 | $65.6 萬 | 0.15% | +42+2.0% | 加碼 |
| Bridgefront Capital, LLC | 2,106 | $65.7 萬 | 0.17% | +2,106 | 新進 |
| Lodestone Wealth Management LLC | 2,111 | $65.9 萬 | 0.32% | +2,111 | 新進 |
| Nations Financial Group Inc, | 2,111 | $65.9 萬 | 0.05% | −6,593−75.7% | 減碼 |
| Johnson & White Wealth Management, LLC | 2,118 | $66.1 萬 | 0.33% | +320+17.8% | 加碼 |
| Wallace Capital Management Inc. | 2,119 | $66.1 萬 | 0.09% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 2,122 | $66.2 萬 | 0.14% | 00.0% | 不變 |
| Adirondack Trust Co | 2,126 | $66.3 萬 | 0.24% | −374−15.0% | 減碼 |
| Farmers Trust Co | 2,129 | $66.4 萬 | 0.12% | +634+42.4% | 加碼 |
| 49 Wealth Management, LLC | 2,131 | $66.5 萬 | 0.07% | +371+21.1% | 加碼 |
| 44 Wealth Management LLC | 2,140 | $66.8 萬 | 0.24% | +630+41.7% | 加碼 |
| Amica Retiree Medical Trust | 2,143 | $66.8 萬 | 0.96% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 2,141 | $66.8 萬 | 0.32% | −414−16.2% | 減碼 |
| Requisite Capital Management, LLC | 2,148 | $67.0 萬 | 0.15% | +2,148 | 新進 |
| Florida Financial Advisors, LLC | 2,150 | $67.1 萬 | 0.22% | −145−6.3% | 減碼 |
| Element Pointe Advisors, LLC | 2,151 | $67.1 萬 | 0.16% | +1,558+262.7% | 加碼 |
| Sand Hill Global Advisors, LLC | 2,163 | $67.5 萬 | 0.03% | −230−9.6% | 減碼 |
| Ames National Corp | 2,174 | $67.8 萬 | 0.44% | 00.0% | 不變 |
| Wall Street Access Asset Management, LLC | 2,175 | $67.8 萬 | 0.24% | +921+73.4% | 加碼 |
| Covenant Partners, LLC | 2,178 | $67.9 萬 | 0.20% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 2,179 | $68.0 萬 | 0.08% | −429−16.4% | 減碼 |
| Taylor Hoffman Capital Management LLC | 2,184 | $68.1 萬 | 0.23% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 2,187 | $68.2 萬 | 0.19% | −18−0.8% | 減碼 |
| Lion Street Advisors, LLC | 2,187 | $68.2 萬 | 0.21% | +1,480+209.3% | 加碼 |
| Congress Asset Management Co | 2,202 | $68.7 萬 | 0.00% | −1,501−40.5% | 減碼 |
| Ninety One North America, Inc. | 2,204 | $68.8 萬 | 0.03% | −400−15.4% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,204 | $68.8 萬 | 0.54% | −214−8.9% | 減碼 |
| AA Financial Advisors, LLC | 2,205 | $68.8 萬 | 0.15% | +367+20.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 2,207 | $68.9 萬 | 0.25% | −27−1.2% | 減碼 |
| Echo Wealth Management, LLC | 2,216 | $69.1 萬 | 0.42% | +104+4.9% | 加碼 |
| Terry L. Blaker | 2,217 | $69.2 萬 | 0.03% | −13,018−85.4% | 減碼 |
| Everhart Financial Group, Inc. | 2,219 | $69.2 萬 | 0.08% | −2,316−51.1% | 減碼 |
| CoreFirst Bank & Trust | 2,219 | $69.2 萬 | 0.39% | −74−3.2% | 減碼 |
| LPWM LLC | 2,226 | $69.4 萬 | 0.20% | −382−14.6% | 減碼 |
| Evermay Wealth Management LLC | 2,229 | $69.5 萬 | 0.09% | −184−7.6% | 減碼 |
| TCM Advisors, LLC | – | $69.7 萬 | 0.58% | – | – |
| Sovereign Financial Group, Inc. | 2,249 | $70.2 萬 | 0.14% | +69+3.2% | 加碼 |
| Financial Advocates Investment Management | 2,257 | $70.4 萬 | 0.06% | −1,510−40.1% | 減碼 |
| Clear Creek Financial Management, LLC | 2,260 | $70.5 萬 | 0.07% | +523+30.1% | 加碼 |
| Resolute Wealth Strategies, LLC | 2,261 | $70.5 萬 | 0.38% | −9−0.4% | 減碼 |
| National Wealth Management Group, LLC | 2,264 | $70.6 萬 | 0.40% | +2,264 | 新進 |
| Harbor Group, Inc. | 2,264 | $70.6 萬 | 0.13% | +1,864+466.0% | 加碼 |
| CNB Bank | 2,264 | $70.6 萬 | 0.33% | −1,631−41.9% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,267 | $70.7 萬 | 0.12% | +23+1.0% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 2,270 | $70.8 萬 | 0.20% | −64−2.7% | 減碼 |
| Crews Bank & Trust | 2,271 | $70.8 萬 | 0.11% | −92−3.9% | 減碼 |
| Prosperity Financial Group, Inc. | 2,272 | $70.9 萬 | 0.30% | +352+18.3% | 加碼 |
| Lakeshore Capital Group, Inc. | 2,272 | $70.9 萬 | 0.63% | +977+75.4% | 加碼 |
| Integrated Investment Consultants, LLC | 2,279 | $71.1 萬 | 0.14% | −365−13.8% | 減碼 |
| Topsail Wealth Management, LLC | 2,281 | $71.2 萬 | 0.13% | −124−5.2% | 減碼 |
| State of Wyoming | 2,294 | $71.6 萬 | 0.09% | +920+67.0% | 加碼 |
| Willner & Heller, LLC | 2,297 | $71.7 萬 | 0.60% | −1,313−36.4% | 減碼 |
| Bank of Stockton | 2,297 | $71.7 萬 | 0.21% | −374−14.0% | 減碼 |
| MCF Advisors LLC | 2,312 | $72.1 萬 | 0.05% | −91−3.8% | 減碼 |
| PFW Advisors LLC | 2,314 | $72.2 萬 | 0.22% | −627−21.3% | 減碼 |
| OV Management LLC | 2,317 | $72.3 萬 | 0.61% | −2,450−51.4% | 減碼 |
| BSW Wealth Partners | 2,334 | $72.8 萬 | 0.10% | −339−12.7% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,337 | $72.9 萬 | 0.49% | −243−9.4% | 減碼 |
| Bollard Group LLC | 2,337 | $72.9 萬 | 0.02% | −9,737−80.6% | 減碼 |