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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 4,346 | $135.6 萬 | 0.29% | −49−1.1% | 減碼 |
| Avantax Planning Partners, Inc. | 4,329 | $135.1 萬 | 0.04% | +652+17.7% | 加碼 |
| Silvant Capital Management LLC | 4,326 | $135.0 萬 | 0.05% | −57,116−93.0% | 減碼 |
| Means Investment Co., Inc. | 4,321 | $134.8 萬 | 0.13% | −1,995−31.6% | 減碼 |
| Chicago Partners Investment Group LLC | 4,606 | $134.7 萬 | 0.04% | +962+26.4% | 加碼 |
| Delta Financial Advisors LLC | 4,316 | $134.6 萬 | 0.47% | +577+15.4% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $134.1 萬 | 0.38% | +1,300+43.3% | 加碼 |
| Voya Financial Advisors, Inc. | 4,334 | $134.0 萬 | 0.14% | +109+2.6% | 加碼 |
| DF Dent & Co Inc | 4,294 | $134.0 萬 | 0.02% | −2,099−32.8% | 減碼 |
| Frisch Financial Group, Inc. | 4,284 | $133.7 萬 | 0.33% | +159+3.9% | 加碼 |
| Ameritas Advisory Services, LLC | 4,282 | $133.6 萬 | 0.07% | −4,831−53.0% | 減碼 |
| Solidarilty Wealth, LLC | 4,278 | $133.5 萬 | 0.31% | −2,712−38.8% | 減碼 |
| Courier Capital LLC | 4,272 | $133.3 萬 | 0.08% | −48−1.1% | 減碼 |
| West Family Investments, Inc. | 4,269 | $133.2 萬 | 0.35% | +445+11.6% | 加碼 |
| LMCG Investments, LLC | 4,267 | $133.1 萬 | 0.08% | −34,441−89.0% | 減碼 |
| North Dallas Bank & Trust Co | 4,261 | $132.9 萬 | 1.01% | +4,261 | 新進 |
| Inscription Capital, LLC | 4,258 | $132.8 萬 | 0.19% | −1,829−30.0% | 減碼 |
| Duncan Williams Asset Management, LLC | 4,246 | $132.5 萬 | 0.42% | +1,324+45.3% | 加碼 |
| Triumph Capital Management | 4,245 | $132.4 萬 | 0.40% | +4,245 | 新進 |
| Van Cleef Asset Management,Inc | 4,214 | $131.5 萬 | 0.14% | −317−7.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,210 | $131.3 萬 | 0.58% | +3,619+612.4% | 加碼 |
| Inkwell Capital LLC | 4,209 | $131.3 萬 | 1.41% | −28−0.7% | 減碼 |
| Avestar Capital, LLC | 4,206 | $131.2 萬 | 0.10% | −2,992−41.6% | 減碼 |
| Sterling Investment Management, Inc. | 4,193 | $130.8 萬 | 0.87% | −18−0.4% | 減碼 |
| Cooper Financial Group | 4,189 | $130.7 萬 | 0.15% | −682−14.0% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,187 | $130.6 萬 | 1.21% | −20−0.5% | 減碼 |
| Exchange Traded Concepts, LLC | 4,184 | $130.5 萬 | 0.02% | +1,357+48.0% | 加碼 |
| Stance Capital LLC | 4,156 | $129.7 萬 | 0.49% | +4,156 | 新進 |
| Chiron Capital Management, LLC | 4,140 | $129.2 萬 | 1.12% | +3,727+902.4% | 加碼 |
| GW&K Investment Management, LLC | 4,133 | $128.9 萬 | 0.01% | −37,614−90.1% | 減碼 |
| Nwam LLC | 5,125 | $128.8 萬 | 0.07% | +759+17.4% | 加碼 |
| Personal Cfo Solutions, LLC | 4,129 | $128.8 萬 | 0.24% | −254−5.8% | 減碼 |
| RiverPark Advisors, LLC | 4,120 | $128.5 萬 | 0.79% | −2,831−40.7% | 減碼 |
| Continuum Advisory, LLC | 4,113 | $128.3 萬 | 0.15% | +518+14.4% | 加碼 |
| Sentry Investment Management LLC | 4,170 | $128.3 萬 | 0.71% | +1,157+38.4% | 加碼 |
| Archford Capital Strategies, LLC | 4,107 | $128.1 萬 | 0.16% | −10,457−71.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 4,104 | $128.0 萬 | 0.12% | +3,029+281.8% | 加碼 |
| Catalyst Financial Partners LLC | 4,094 | $127.7 萬 | 0.14% | −591−12.6% | 減碼 |
| Altfest L J & Co Inc | 4,091 | $127.6 萬 | 0.15% | +1,688+70.2% | 加碼 |
| CenterBook Partners LP | 4,084 | $127.4 萬 | 0.07% | +1,604+64.7% | 加碼 |
| Samalin Investment Counsel, LLC | 4,083 | $127.4 萬 | 0.49% | +2,263+124.3% | 加碼 |
| Lawson Kroeker Investment Management Inc | 4,081 | $127.3 萬 | 0.24% | 00.0% | 不變 |
| Chesapeake Wealth Management | 4,069 | $126.9 萬 | 0.42% | −343−7.8% | 減碼 |
| Gables Capital Management Inc. | 4,065 | $126.8 萬 | 0.60% | +2,794+219.8% | 加碼 |
| Wealth Alliance | 4,058 | $126.6 萬 | 0.14% | −1,108−21.4% | 減碼 |
| Signal Advisors Wealth, LLC | 4,054 | $126.5 萬 | 0.10% | −7,354−64.5% | 減碼 |
| Simplify Asset Management Inc. | 4,051 | $126.4 萬 | 0.08% | −9,376−69.8% | 減碼 |
| Silicon Valley Capital Partners | 4,043 | $126.1 萬 | 0.13% | +522+14.8% | 加碼 |
| Alternative Investment Advisors, LLC. | 4,038 | $126.0 萬 | 0.63% | +4,038 | 新進 |
| SWS Partners | 4,035 | $125.9 萬 | 0.34% | +175+4.5% | 加碼 |
| Capital & Planning, LLC | 4,023 | $125.5 萬 | 0.85% | +1,144+39.7% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 4,022 | $125.5 萬 | 0.45% | −357−8.2% | 減碼 |
| Westside Investment Management, Inc. | 4,016 | $125.4 萬 | 0.23% | +589+17.2% | 加碼 |
| MONECO Advisors, LLC | 4,020 | $125.4 萬 | 0.12% | −283−6.6% | 減碼 |
| First Nebraska Trust Co | 4,014 | $125.2 萬 | 0.12% | 00.0% | 不變 |
| Castle Wealth Management LLC | 4,005 | $124.9 萬 | 0.45% | +1,842+85.2% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,003 | $124.9 萬 | 0.45% | +1,792+81.0% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,000 | $124.8 萬 | 0.45% | −964−19.4% | 減碼 |
| Zuckerman Investment Group, LLC | 3,994 | $124.6 萬 | 0.12% | +1,399+53.9% | 加碼 |
| Zullo Investment Group, Inc. | 3,984 | $124.3 萬 | 0.50% | +620+18.4% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,978 | $124.1 萬 | 0.16% | −95−2.3% | 減碼 |
| Cardinal Point Capital Management, ULC | 3,966 | $123.7 萬 | 0.10% | +3,966 | 新進 |
| Diversified Enterprises, LLC | 3,946 | $123.1 萬 | 0.09% | −969−19.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 3,924 | $122.4 萬 | 0.17% | −1,295−24.8% | 減碼 |
| Mather Group, LLC. | 3,892 | $121.4 萬 | 0.01% | −606−13.5% | 減碼 |
| Bank Hapoalim BM | 3,888 | $121.3 萬 | 0.17% | +2,357+154.0% | 加碼 |
| Bigelow Investment Advisors, LLC | 3,876 | $120.9 萬 | 0.53% | −379−8.9% | 減碼 |
| First National Advisers, LLC | 3,872 | $120.8 萬 | 0.18% | −449−10.4% | 減碼 |
| Central Valley Advisors, LLC | 3,866 | $120.6 萬 | 0.41% | −102−2.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,860 | $120.4 萬 | 0.78% | −45−1.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 3,858 | $120.3 萬 | 0.09% | −173−4.3% | 減碼 |
| Wrapmanager Inc | 3,852 | $120.2 萬 | 0.29% | −819−17.5% | 減碼 |
| Parsons Capital Management Inc | 3,845 | $120.0 萬 | 0.07% | +22+0.6% | 加碼 |
| Quadcap Wealth Management, LLC | 3,829 | $119.4 萬 | 0.15% | −412−9.7% | 減碼 |
| IAM Advisory, LLC | 3,824 | $119.3 萬 | 0.29% | +145+3.9% | 加碼 |
| Central Pacific Bank - Trust Division | 3,822 | $119.2 萬 | 0.15% | +142+3.9% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 3,820 | $119.2 萬 | 0.21% | +1,359+55.2% | 加碼 |
| Elk River Wealth Management, LLC | 3,804 | $118.7 萬 | 0.20% | −13,158−77.6% | 減碼 |
| Fiduciary Family Office, LLC | 3,804 | $118.7 萬 | 0.39% | −1,007−20.9% | 減碼 |
| Mizuho Markets Cayman LP | 3,801 | $118.6 萬 | 0.09% | +3,801 | 新進 |
| Graham Capital Management, L.P. | 3,800 | $118.5 萬 | 0.04% | +3,800 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,800 | $118.5 萬 | 0.62% | +3,600+1,800.0% | 加碼 |
| Baldwin Investment Management, LLC | 3,789 | $118.2 萬 | 0.14% | +1,200+46.3% | 加碼 |
| Wallace Advisory Group, LLC | 2,254 | $118.1 萬 | 0.86% | +2+0.1% | 加碼 |
| BlueStem Wealth Partners, LLC | 3,762 | $117.4 萬 | 0.14% | +234+6.6% | 加碼 |
| Bell Bank | 3,754 | $117.1 萬 | 0.05% | +641+20.6% | 加碼 |
| L.M. Kohn & Company | 3,744 | $116.8 萬 | 0.31% | −4−0.1% | 減碼 |
| King Wealth | 3,741 | $116.7 萬 | 0.16% | −26,307−87.5% | 減碼 |
| McDonald Partners LLC | 3,698 | $116.7 萬 | 0.28% | +787+27.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,737 | $116.6 萬 | 0.01% | +2,926+360.8% | 加碼 |
| Bridgewater Advisors Inc. | 4,457 | $116.4 萬 | 0.09% | −173−3.7% | 減碼 |
| Ellenbecker Investment Group | 3,724 | $116.2 萬 | 0.19% | −556−13.0% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 3,723 | $116.1 萬 | 0.71% | −230−5.8% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 3,710 | $115.7 萬 | 1.05% | +348+10.4% | 加碼 |
| Key Financial Inc | 3,708 | $115.7 萬 | 0.23% | −184−4.7% | 減碼 |
| Prosperity Wealth Management, Inc. | 3,701 | $115.4 萬 | 0.43% | +3,701 | 新進 |
| Americana Partners, LLC | 3,689 | $115.1 萬 | 0.04% | −19,941−84.4% | 減碼 |
| Lincoln Capital Corp | 3,686 | $115.0 萬 | 0.44% | −5,605−60.3% | 減碼 |
| Optas, LLC | 3,682 | $114.9 萬 | 0.22% | −144−3.8% | 減碼 |
| Advyzon Investment Management, LLC | 3,676 | $114.7 萬 | 0.25% | +1,450+65.1% | 加碼 |