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 | 3,054 | $2,024 億 |
| 2025 年第 4 季 | 3,311 | $2,482 億 |
| 2025 年第 3 季 | 3,168 | $2,535 億 |
| 2025 年第 2 季 | 3,185 | $2,411 億 |
| 2025 年第 1 季 | 3,613 | $4,243 億 |
| 2024 年第 4 季 | 3,684 | $4,095 億 |
| 2024 年第 3 季 | 3,476 | $4,746 億 |
| 2024 年第 2 季 | 3,406 | $4,119 億 |
| 2024 年第 1 季 | 3,384 | $3,989 億 |
| 2023 年第 4 季 | 3,421 | $4,280 億 |
| 2023 年第 3 季 | 3,144 | $4,075 億 |
| 2023 年第 2 季 | 3,136 | $3,884 億 |
| 2023 年第 1 季 | 3,114 | $3,836 億 |
| 2022 年第 4 季 | 3,159 | $4,342 億 |
| 2022 年第 3 季 | 2,998 | $4,135 億 |
| 2022 年第 2 季 | 2,964 | $4,220 億 |
| 2022 年第 1 季 | 2,965 | $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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 3,211 | $100.2 萬 | 0.12% | +264+9.0% | 加碼 |
| Paladin Wealth, LLC | 3,217 | $100.4 萬 | 0.78% | +422+15.1% | 加碼 |
| Trust Investment Advisors | 3,220 | $100.4 萬 | 0.61% | −221−6.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,231 | $100.8 萬 | 0.11% | +128+4.1% | 加碼 |
| MSH Capital Advisors LLC | 3,232 | $100.8 萬 | 0.29% | +2,307+249.4% | 加碼 |
| Mainstream Capital Management LLC | 3,235 | $100.9 萬 | 0.73% | +41+1.3% | 加碼 |
| Tempus Wealth Planning, LLC | 3,249 | $101.4 萬 | 0.25% | +2,156+197.3% | 加碼 |
| LM Advisors LLC | 3,255 | $101.5 萬 | 0.13% | +238+7.9% | 加碼 |
| Opinicus Capital, Inc. | 3,260 | $101.7 萬 | 0.77% | +920+39.3% | 加碼 |
| Modus Advisors, LLC | 3,261 | $101.7 萬 | 0.30% | +572+21.3% | 加碼 |
| Laurion Capital Management LP | 3,264 | $101.8 萬 | 0.12% | +2,089+177.8% | 加碼 |
| ZWJ Investment Counsel Inc | 3,270 | $102.0 萬 | 0.04% | +59+1.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,273 | $102.1 萬 | 0.16% | −2,403−42.3% | 減碼 |
| Hilltop Partners LLC | 3,281 | $102.4 萬 | 0.31% | −999−23.3% | 減碼 |
| Grimes & Company, Inc. | 3,285 | $102.5 萬 | 0.03% | −19,720−85.7% | 減碼 |
| Keudell/Morrison Wealth Management | 3,289 | $102.6 萬 | 0.23% | +532+19.3% | 加碼 |
| Park Place Capital Corp | 3,152 | $102.8 萬 | 0.23% | −2,672−45.9% | 減碼 |
| Ellevest, Inc. | 3,296 | $102.8 萬 | 0.16% | −43−1.3% | 減碼 |
| Enclave Advisors LLC | 3,299 | $102.9 萬 | 0.17% | +171+5.5% | 加碼 |
| CSU Producer Resources, Inc. | 3,300 | $103.0 萬 | 3.21% | 00.0% | 不變 |
| Courage Capital Management LLC | 3,300 | $103.0 萬 | 1.52% | +3,300 | 新進 |
| RBA Wealth Management, LLC | 3,302 | $103.0 萬 | 0.38% | −664−16.7% | 減碼 |
| ICW Investment Advisors LLC | 3,306 | $103.1 萬 | 0.41% | +255+8.4% | 加碼 |
| SkyOak Wealth, LLC | 3,307 | $103.2 萬 | 0.21% | −94−2.8% | 減碼 |
| Townsend & Associates, Inc | 3,679 | $103.4 萬 | 0.10% | −41−1.1% | 減碼 |
| Ilex Capital Partners (UK) LLP | 3,315 | $103.4 萬 | 0.03% | +3,315 | 新進 |
| Sym Financial Corp | 3,315 | $103.4 萬 | 0.12% | +157+5.0% | 加碼 |
| Ascent Wealth Partners, LLC | 3,318 | $103.5 萬 | 0.13% | −2,657−44.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,334 | $104.0 萬 | 0.07% | −931−21.8% | 減碼 |
| My Legacy Advisors, LLC | 3,474 | $104.0 萬 | 0.37% | −1,232−26.2% | 減碼 |
| Advisors Preferred, LLC | 3,200 | $104.4 萬 | 0.17% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 3,348 | $104.4 萬 | 0.31% | −31−0.9% | 減碼 |
| Transcend Wealth Collective, LLC | 3,351 | $104.5 萬 | 0.08% | −514−13.3% | 減碼 |
| Aspiriant, LLC | 3,361 | $104.9 萬 | 0.03% | −856−20.3% | 減碼 |
| Welch & Forbes LLC | 3,362 | $104.9 萬 | 0.01% | −200−5.6% | 減碼 |
| Horizon Investment Services, LLC | 3,365 | $105.0 萬 | 0.46% | −148−4.2% | 減碼 |
| Defined Wealth Management, LLC | 3,369 | $105.1 萬 | 0.65% | +67+2.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,403 | $106.2 萬 | 0.32% | +318+10.3% | 加碼 |
| Emprise Bank | 3,422 | $106.8 萬 | 0.51% | −6−0.2% | 減碼 |
| Revolve Wealth Partners, LLC | 3,431 | $107.0 萬 | 0.14% | −403−10.5% | 減碼 |
| Financial Advisors Network, Inc. | 3,434 | $107.1 萬 | 0.16% | −28−0.8% | 減碼 |
| Grove Bank & Trust | 3,437 | $107.2 萬 | 0.13% | −2,775−44.7% | 減碼 |
| GTS Securities LLC | 3,440 | $107.3 萬 | 0.05% | −1,618−32.0% | 減碼 |
| Barings LLC | 3,448 | $107.6 萬 | 0.03% | −1,807−34.4% | 減碼 |
| James J. Burns & Company, LLC | 3,460 | $107.9 萬 | 0.18% | +41+1.2% | 加碼 |
| Souders Financial Advisors | 3,464 | $108.1 萬 | 0.14% | −3,249−48.4% | 減碼 |
| Lazari Capital Management, Inc. | 3,464 | $108.1 萬 | 0.41% | +2,532+271.7% | 加碼 |
| Avaii Wealth Management, LLC | 3,466 | $108.1 萬 | 0.48% | +2,822+438.2% | 加碼 |
| Canopy Partners, LLC | 3,469 | $108.2 萬 | 0.40% | −1,567−31.1% | 減碼 |
| Evernest Financial Advisors, LLC | 3,474 | $108.4 萬 | 0.35% | −31−0.9% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 3,476 | $108.4 萬 | 0.35% | −468−11.9% | 減碼 |
| Stablepoint Partners, LLC | 3,488 | $108.8 萬 | 0.19% | −736−17.4% | 減碼 |
| Axq Capital, LP | 3,493 | $109.0 萬 | 0.35% | +2,587+285.5% | 加碼 |
| Floyd Financial Group LLC | 3,533 | $109.0 萬 | 1.01% | +1,878+113.5% | 加碼 |
| RedJay Asset Management Inc. | 3,500 | $109.2 萬 | 0.26% | −500−12.5% | 減碼 |
| US Asset Management LLC | 3,524 | $109.9 萬 | 0.95% | −5−0.1% | 減碼 |
| Transamerica Financial Advisors, Inc. | 3,539 | $110.4 萬 | 0.10% | +799+29.2% | 加碼 |
| Portfolio Design Labs, LLC | 3,541 | $110.5 萬 | 0.22% | −5,478−60.7% | 減碼 |
| Epiq Partners, LLC | 3,550 | $110.7 萬 | 0.56% | +1,550+77.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,554 | $110.9 萬 | 0.13% | −662−15.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,555 | $110.9 萬 | 0.08% | −1,151−24.5% | 減碼 |
| Ellis Investment Partners, LLC | 3,555 | $110.9 萬 | 0.22% | +243+7.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,561 | $111.1 萬 | 0.25% | +154+4.5% | 加碼 |
| LSV Asset Management | 3,560 | $111.1 萬 | 0.00% | +32+0.9% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,566 | $111.2 萬 | 0.09% | +627+21.3% | 加碼 |
| Gen-Wealth Partners Inc | 3,568 | $111.3 萬 | 0.43% | −426−10.7% | 減碼 |
| St. Johns Investment Management Company, LLC | 3,592 | $112.1 萬 | 0.51% | +991+38.1% | 加碼 |
| DGS Capital Management, LLC | 3,592 | $112.1 萬 | 0.23% | +1,305+57.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 3,594 | $112.1 萬 | 0.33% | −137−3.7% | 減碼 |
| Spirepoint Private Client, LLC | 3,597 | $112.2 萬 | 0.13% | +4+0.1% | 加碼 |
| Fiduciary Group LLC | 3,614 | $112.7 萬 | 0.11% | +11+0.3% | 加碼 |
| Trust Point Inc. | 3,620 | $112.9 萬 | 0.11% | +14+0.4% | 加碼 |
| One Capital Management, LLC | 3,620 | $112.9 萬 | 0.04% | +45+1.3% | 加碼 |
| Argentarii, LLC | 3,631 | $113.3 萬 | 0.52% | +7+0.2% | 加碼 |
| Cape Ann Savings Bank | 3,639 | $113.5 萬 | 0.68% | −283−7.2% | 減碼 |
| Stokes Family Office, LLC | 3,640 | $113.5 萬 | 0.12% | −142−3.8% | 減碼 |
| Eads & Heald Wealth Management | 3,646 | $113.7 萬 | 0.56% | −1,124−23.6% | 減碼 |
| Quent Capital, LLC | 3,645 | $113.7 萬 | 0.11% | −436−10.7% | 減碼 |
| Sunbelt Securities, Inc. | 2,255 | $114.1 萬 | 0.10% | +311+16.0% | 加碼 |
| Prudent Man Advisors, LLC | 3,659 | $114.1 萬 | 0.36% | +932+34.2% | 加碼 |
| SkyView Investment Advisors, LLC | 3,695 | $114.2 萬 | 0.16% | −26−0.7% | 減碼 |
| Heartland Bank & Trust Co | 3,667 | $114.4 萬 | 0.54% | −100−2.7% | 減碼 |
| Goepper Burkhardt LLC | 3,667 | $114.4 萬 | 0.42% | −50−1.3% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,669 | $114.5 萬 | 0.03% | +8+0.2% | 加碼 |
| Anb Bank | 3,672 | $114.6 萬 | 0.51% | −903−19.7% | 減碼 |
| Advyzon Investment Management, LLC | 3,676 | $114.7 萬 | 0.25% | +1,450+65.1% | 加碼 |
| Optas, LLC | 3,682 | $114.9 萬 | 0.22% | −144−3.8% | 減碼 |
| Lincoln Capital Corp | 3,686 | $115.0 萬 | 0.44% | −5,605−60.3% | 減碼 |
| Americana Partners, LLC | 3,689 | $115.1 萬 | 0.04% | −19,941−84.4% | 減碼 |
| Prosperity Wealth Management, Inc. | 3,701 | $115.4 萬 | 0.43% | +3,701 | 新進 |
| Key Financial Inc | 3,708 | $115.7 萬 | 0.23% | −184−4.7% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 3,710 | $115.7 萬 | 1.05% | +348+10.4% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 3,723 | $116.1 萬 | 0.71% | −230−5.8% | 減碼 |
| Ellenbecker Investment Group | 3,724 | $116.2 萬 | 0.19% | −556−13.0% | 減碼 |
| Bridgewater Advisors Inc. | 4,457 | $116.4 萬 | 0.09% | −173−3.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,737 | $116.6 萬 | 0.01% | +2,926+360.8% | 加碼 |
| McDonald Partners LLC | 3,698 | $116.7 萬 | 0.28% | +787+27.0% | 加碼 |
| King Wealth | 3,741 | $116.7 萬 | 0.16% | −26,307−87.5% | 減碼 |
| L.M. Kohn & Company | 3,744 | $116.8 萬 | 0.31% | −4−0.1% | 減碼 |
| Bell Bank | 3,754 | $117.1 萬 | 0.05% | +641+20.6% | 加碼 |