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 |
|---|---|---|---|---|---|
| Smithbridge Asset Management Inc | 21,462 | $669.5 萬 | 1.17% | −606−2.7% | 減碼 |
| Hilltop Holdings Inc. | 21,403 | $667.7 萬 | 0.43% | −248−1.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 21,268 | $663.5 萬 | 0.08% | +1,137+5.6% | 加碼 |
| Weiss Asset Management LP | 21,210 | $661.7 萬 | 0.10% | +21,210 | 新進 |
| Spinnaker Trust | 21,176 | $660.6 萬 | 0.40% | +6,873+48.1% | 加碼 |
| Wetherby Asset Management Inc | 21,024 | $655.9 萬 | 0.29% | +21,024 | 新進 |
| Brighton Jones LLC | 20,931 | $653.0 萬 | 0.18% | −8,360−28.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 20,898 | $652.0 萬 | 0.37% | −1,941−8.5% | 減碼 |
| Marietta Wealth Management, LLC | 20,872 | $651.1 萬 | 0.85% | +1,983+10.5% | 加碼 |
| TCG Advisory Services, LLC | 20,871 | $651.1 萬 | 0.23% | −21,261−50.5% | 減碼 |
| Guardian Capital LP | 20,791 | $648.6 萬 | 0.23% | −31,607−60.3% | 減碼 |
| IFP Advisors, Inc | 20,683 | $646.2 萬 | 0.18% | +3,545+20.7% | 加碼 |
| BDF-Gestion | 20,703 | $645.9 萬 | 0.73% | −13,267−39.1% | 減碼 |
| LMR Partners LLP | 20,681 | $645.2 萬 | 0.10% | +5,226+33.8% | 加碼 |
| Schmidt P J Investment Management Inc | 20,657 | $644.4 萬 | 1.11% | −3,730−15.3% | 減碼 |
| Sather Financial Group Inc | 20,585 | $642.2 萬 | 0.38% | +19,063+1,252.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 20,512 | $639.9 萬 | 0.10% | −1,887−8.4% | 減碼 |
| Savoie Capital LLC | 20,500 | $639.5 萬 | 0.79% | +20,500 | 新進 |
| Asio Capital, LLC | 20,440 | $637.7 萬 | 1.06% | +4,841+31.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 20,435 | $637.5 萬 | 0.14% | −25,222−55.2% | 減碼 |
| Sig Brokerage, LP | 20,433 | $637.4 萬 | 1.75% | +2,791+15.8% | 加碼 |
| Coldstream Capital Management Inc | 20,428 | $637.3 萬 | 0.10% | −7,019−25.6% | 減碼 |
| CX Institutional | 20,405 | $636.6 萬 | 0.22% | +3,840+23.2% | 加碼 |
| Capital Investment Advisors, LLC | 20,400 | $636.4 萬 | 0.11% | −2,819−12.1% | 減碼 |
| Woodmont Investment Counsel LLC | 20,368 | $635.4 萬 | 0.42% | +1,760+9.5% | 加碼 |
| Biondo Investment Advisors, LLC | 20,213 | $630.6 萬 | 0.83% | +971+5.0% | 加碼 |
| Davis-Rea Ltd. | 20,188 | $629.8 萬 | 1.56% | −3,360−14.3% | 減碼 |
| Meridian Wealth Management, LLC | 20,184 | $629.7 萬 | 0.27% | −9,501−32.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 20,177 | $629.5 萬 | 0.28% | −1,167−5.5% | 減碼 |
| Valeo Financial Advisors, LLC | 20,173 | $629.3 萬 | 0.15% | +6,299+45.4% | 加碼 |
| Richard Bernstein Advisors LLC | 20,160 | $628.9 萬 | 0.16% | −14−0.1% | 減碼 |
| Robeco Schweiz AG | 20,125 | $627.8 萬 | 0.14% | −2,846−12.4% | 減碼 |
| Jefferies Financial Group Inc. | 20,108 | $627.3 萬 | 0.10% | +4,989+33.0% | 加碼 |
| MUFG Securities Americas Inc. | 20,105 | $627.2 萬 | 0.54% | +3,815+23.4% | 加碼 |
| Mattern Capital Management, LLC | 20,054 | $625.6 萬 | 0.75% | +870+4.5% | 加碼 |
| Scion Asset Management, LLC | 20,000 | $623.9 萬 | 11.09% | +20,000 | 新進 |
| Sona Asset Management (US) LLC | 20,000 | $623.9 萬 | 0.21% | +20,000 | 新進 |
| Eastern Bank | 19,956 | $622.6 萬 | 0.12% | −129,735−86.7% | 減碼 |
| APG Asset Management US Inc. | 19,083 | $622.4 萬 | 0.05% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 19,912 | $621.2 萬 | 0.15% | −10,537−34.6% | 減碼 |
| Advisors Capital Management, LLC | 19,879 | $620.2 萬 | 0.08% | −78,238−79.7% | 減碼 |
| Alerus Financial NA | 19,863 | $619.7 萬 | 0.45% | +5,054+34.1% | 加碼 |
| Phoenix Holdings Ltd. | 19,849 | $618.9 萬 | 0.08% | −8,463−29.9% | 減碼 |
| Greenwich Wealth Management LLC | 19,820 | $618.3 萬 | 0.30% | −194−1.0% | 減碼 |
| Davy Global Fund Management Ltd | 19,733 | $615.6 萬 | 0.55% | +5,748+41.1% | 加碼 |
| Marks Group Wealth Management, Inc | 19,660 | $613.3 萬 | 0.57% | +524+2.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 19,644 | $612.8 萬 | 0.13% | +5,823+42.1% | 加碼 |
| Arkadios Wealth Advisors | 19,431 | $606.2 萬 | 0.18% | +4,081+26.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 19,398 | $605.2 萬 | 0.66% | −5,324−21.5% | 減碼 |
| Altshuler Shaham Ltd | 19,300 | $602.1 萬 | 0.19% | +19,300 | 新進 |
| Plato Investment Management Ltd | 19,274 | $599.1 萬 | 0.45% | −2,274−10.6% | 減碼 |
| Lee Danner & Bass Inc | 19,158 | $597.7 萬 | 0.46% | +7,607+65.9% | 加碼 |
| Mutual Advisors, LLC | 21,220 | $596.4 萬 | 0.15% | +4,488+26.8% | 加碼 |
| Nemes Rush Group LLC | 19,088 | $595.5 萬 | 0.65% | +3,126+19.6% | 加碼 |
| Savant Capital, LLC | 19,078 | $595.2 萬 | 0.04% | −717−3.6% | 減碼 |
| Simplicity Wealth,LLC | 19,077 | $595.2 萬 | 0.25% | +11,179+141.5% | 加碼 |
| Ally Financial Inc. | 19,000 | $592.7 萬 | 0.67% | −4,000−17.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 19,146 | $591.2 萬 | 0.46% | −2,677−12.3% | 減碼 |
| SOL Capital Management CO | 18,937 | $590.8 萬 | 0.57% | +3,426+22.1% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 18,893 | $589.4 萬 | 0.33% | −683−3.5% | 減碼 |
| Van Den Berg Management I, Inc | 18,843 | $587.8 萬 | 1.67% | +8,793+87.5% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,791 | $586.2 萬 | 1.24% | +2,016+12.0% | 加碼 |
| PEAK6 LLC | 18,784 | $586.0 萬 | 0.20% | +18,782+939,100.0% | 加碼 |
| Unison Asset Management LLC | 18,776 | $585.8 萬 | 2.95% | +229+1.2% | 加碼 |
| Stokes Capital Advisors, LLC | 18,678 | $582.7 萬 | 1.43% | −1,777−8.7% | 減碼 |
| Owl Creek Asset Management, L.P. | 18,553 | $578.8 萬 | 0.76% | −24,201−56.6% | 減碼 |
| Clearstead Advisors, LLC | 18,428 | $574.9 萬 | 0.08% | −3,235−14.9% | 減碼 |
| Country Club Bank | 18,567 | $573.9 萬 | 0.36% | +10,151+120.6% | 加碼 |
| Summit Trail Advisors, LLC | 18,378 | $573.3 萬 | 0.10% | −1,284−6.5% | 減碼 |
| Zions Bancorporation, National Association | 18,337 | $572.1 萬 | 0.31% | −2,408−11.6% | 減碼 |
| Evoke Wealth, LLC | 18,316 | $571.4 萬 | 0.13% | +158+0.9% | 加碼 |
| WP Advisors, LLC | 18,303 | $571.0 萬 | 1.57% | +13,208+259.2% | 加碼 |
| Venture Visionary Partners LLC | 18,296 | $570.8 萬 | 0.21% | +2,967+19.4% | 加碼 |
| Citizens National Bank Trust Department | 18,204 | $567.9 萬 | 1.13% | +318+1.8% | 加碼 |
| American National Bank | 18,154 | $566.4 萬 | 0.58% | −5,656−23.8% | 減碼 |
| Signaturefd, LLC | 18,109 | $565.0 萬 | 0.10% | −2,887−13.8% | 減碼 |
| Annex Advisory Services, LLC | 18,018 | $562.1 萬 | 0.14% | −41,553−69.8% | 減碼 |
| Agf Management Ltd | 17,938 | $559.6 萬 | 0.03% | −72,268−80.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 17,923 | $559.1 萬 | 0.48% | −9,180−33.9% | 減碼 |
| Eagle Rock Investment Company, LLC | 17,812 | $555.7 萬 | 0.88% | +4,247+31.3% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 17,765 | $554.2 萬 | 0.98% | +17,267+3,467.3% | 加碼 |
| Boston Private Wealth LLC | 17,725 | $553.0 萬 | 0.30% | −4,770−21.2% | 減碼 |
| Ocean Capital Management, LLC | 17,615 | $549.5 萬 | 1.21% | −241−1.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 17,613 | $549.5 萬 | 0.01% | −25,678−59.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 17,608 | $549.3 萬 | 0.45% | +8,134+85.9% | 加碼 |
| Greenleaf Trust | 17,587 | $548.7 萬 | 0.05% | −4,971−22.0% | 減碼 |
| Clare Market Investments LLC | 17,581 | $548.5 萬 | 1.22% | +17,581 | 新進 |
| GM Advisory Group, Inc. | 17,509 | $546.2 萬 | 0.27% | +10,829+162.1% | 加碼 |
| Tradition Wealth Management, LLC | 17,502 | $546.0 萬 | 0.44% | +1,268+7.8% | 加碼 |
| Tenzing Global Management, LLC | 17,500 | $545.9 萬 | 3.67% | +17,500 | 新進 |
| Ledyard National Bank | 17,465 | $544.9 萬 | 0.51% | −379−2.1% | 減碼 |
| Mission Wealth Management, LP | 17,350 | $541.3 萬 | 0.12% | −4,276−19.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,314 | $540.1 萬 | 0.17% | +47+0.3% | 加碼 |
| Johnson Financial Group, Inc. | 17,299 | $539.7 萬 | 0.24% | −1,438−7.7% | 減碼 |
| Brookstone Capital Management | 17,251 | $538.2 萬 | 0.07% | +3,960+29.8% | 加碼 |
| Great Waters Wealth Management | 17,248 | $538.1 萬 | 0.70% | +11+0.1% | 加碼 |
| Lake Street Financial LLC | 17,215 | $537.1 萬 | 0.76% | +12,131+238.6% | 加碼 |
| Cohen Klingenstein LLC | 17,200 | $536.6 萬 | 0.18% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,156 | $535.2 萬 | 0.69% | −1,342−7.3% | 減碼 |
| Evergreen Capital Management LLC | 17,138 | $534.7 萬 | 0.16% | −729−4.1% | 減碼 |