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 3 季 13F 持有人
UnitedHealth Group Inc 在 2025/9/30 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
- 3,168
- 較 2025 年第 2 季 +38 家
- 持有股數
- 7.34 億
- 較 2025 年第 2 季 −2,650 萬 (−3.5%)
- 總市值
- $2,535 億
- 較 2025 年第 2 季 +$165.7 億 (+7.0%)
- 新進機構
- 333
- 另有 1,279 家加碼
- 清倉機構
- 295
- 另有 1,322 家減碼
另有 55 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Foundation Advisors | 9,976 | $344.5 萬 | 0.13% | −1,564−13.6% | 減碼 |
| Aaron Wealth Advisors | 9,908 | $342.1 萬 | 0.21% | +6,794+218.2% | 加碼 |
| Weik Capital Management | 9,868 | $340.7 萬 | 1.27% | +44+0.4% | 加碼 |
| Calamos Wealth Management LLC | 9,847 | $340.0 萬 | 0.12% | +723+7.9% | 加碼 |
| Constitution Capital LLC | 9,827 | $339.3 萬 | 1.59% | +3,125+46.6% | 加碼 |
| Dana Investment Advisors, Inc. | 9,821 | $339.1 萬 | 0.10% | −29,372−74.9% | 減碼 |
| Moody National Bank Trust Division | 9,816 | $338.9 萬 | 0.29% | +1,006+11.4% | 加碼 |
| Sagespring Wealth Partners, LLC | 9,804 | $338.5 萬 | 0.07% | −141−1.4% | 減碼 |
| Glassy Mountain Advisors, Inc. | 9,788 | $338.0 萬 | 1.02% | +3,928+67.0% | 加碼 |
| Chicago Trust Co NA | 9,738 | $336.3 萬 | 0.47% | −931−8.7% | 減碼 |
| Invst, LLC | 9,736 | $336.2 萬 | 0.38% | +61+0.6% | 加碼 |
| Salem Investment Counselors Inc | 9,728 | $335.9 萬 | 0.10% | −6,505−40.1% | 減碼 |
| G&S Capital LLC | 9,709 | $335.3 萬 | 1.24% | +9,709 | 新進 |
| Eclectic Associates Inc | 9,697 | $334.8 萬 | 0.61% | −10.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 9,693 | $334.7 萬 | 0.59% | −448−4.4% | 減碼 |
| Penserra Capital Management LLC | 9,693 | $334.6 萬 | 0.04% | +107+1.1% | 加碼 |
| Jackson Hole Capital Partners, LLC | 9,686 | $334.5 萬 | 0.57% | −792−7.6% | 減碼 |
| Ami Investment Management Inc | 9,658 | $333.5 萬 | 0.77% | +1,188+14.0% | 加碼 |
| Fidelis Capital Partners, LLC | 9,646 | $333.1 萬 | 0.26% | +1,006+11.6% | 加碼 |
| Chilton Investment Co LLC | 9,603 | $331.6 萬 | 0.07% | −28,679−74.9% | 減碼 |
| Chicago Partners Investment Group LLC | 9,004 | $331.2 萬 | 0.09% | +4,398+95.5% | 加碼 |
| Jump Financial, LLC | 9,581 | $330.8 萬 | 0.04% | +7,879+462.9% | 加碼 |
| PACK Private Wealth, LLC | 9,569 | $330.4 萬 | 1.56% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 9,559 | $330.1 萬 | 0.26% | +2,090+28.0% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 9,500 | $328.0 萬 | 0.36% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 9,492 | $327.8 萬 | 0.08% | −4,395−31.6% | 減碼 |
| TKG Advisors, LLC | 9,488 | $327.6 萬 | 1.40% | +9,488 | 新進 |
| Simplicity Wealth,LLC | 9,447 | $326.2 萬 | 0.19% | −9,630−50.5% | 減碼 |
| BigSur Wealth Management LLC | 9,444 | $326.1 萬 | 0.80% | −2,186−18.8% | 減碼 |
| Chickasaw Capital Management LLC | 9,428 | $325.5 萬 | 0.13% | +295+3.2% | 加碼 |
| Paradigm Financial Partners, LLC | 9,423 | $325.4 萬 | 0.33% | −2,770−22.7% | 減碼 |
| Estabrook Capital Management | 9,410 | $324.9 萬 | 0.47% | −71−0.7% | 減碼 |
| Immersion Capital LLP | 9,400 | $324.6 萬 | 3.34% | +9,400 | 新進 |
| Northern Oak Wealth Management Inc | 9,361 | $323.2 萬 | 0.40% | −485−4.9% | 減碼 |
| Woodmont Investment Counsel LLC | 9,356 | $323.1 萬 | 0.21% | −11,012−54.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 9,348 | $322.8 萬 | 0.64% | +8,691+1,322.8% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 9,330 | $322.1 萬 | 0.06% | −635,306−98.6% | 減碼 |
| Summit Wealth Group LLC | 6,383 | $321.8 萬 | 0.44% | +5,103+398.7% | 加碼 |
| Integrity Alliance, LLC. | 9,265 | $319.9 萬 | 0.15% | +2,317+33.3% | 加碼 |
| Granite Investment Partners, LLC | 9,258 | $319.7 萬 | 0.18% | −3,397−26.8% | 減碼 |
| Twin Capital Management Inc | 9,247 | $319.3 萬 | 0.40% | −2,136−18.8% | 減碼 |
| Thematics Asset Management | 9,243 | $319.2 萬 | 0.14% | −1,937−17.3% | 減碼 |
| KCM Investment Advisors LLC | 9,231 | $318.7 萬 | 0.10% | −272−2.9% | 減碼 |
| Pinnacle Holdings, LLC | 9,231 | $318.7 萬 | 1.11% | −48−0.5% | 減碼 |
| Capital Analysts, LLC | 9,141 | $315.6 萬 | 0.09% | −993−9.8% | 減碼 |
| Notis-McConarty Edward | 9,113 | $314.7 萬 | 1.46% | +276+3.1% | 加碼 |
| Choate Investment Advisors | 9,113 | $314.7 萬 | 0.07% | −3,194−26.0% | 減碼 |
| Rehmann Capital Advisory Group | 9,066 | $314.0 萬 | 0.17% | +424+4.9% | 加碼 |
| Paradigm Asset Management Co LLC | 9,080 | $313.5 萬 | 0.72% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 9,047 | $312.4 萬 | 0.12% | −2,118−19.0% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 9,019 | $311.4 萬 | 1.79% | +2,714+43.0% | 加碼 |
| Poehling Capital Management, LLC | 9,013 | $311.2 萬 | 0.65% | +9,013 | 新進 |
| Capitolis Liquid Global Markets LLC | 9,000 | $310.8 萬 | 0.02% | −118,400−92.9% | 減碼 |
| Capital Advisors Inc | 8,981 | $310.1 萬 | 0.05% | +292+3.4% | 加碼 |
| Cullinan Associates Inc | 8,977 | $310.0 萬 | 0.20% | −1,421−13.7% | 減碼 |
| Visionary Wealth Advisors | 8,976 | $309.9 萬 | 0.14% | +866+10.7% | 加碼 |
| Mirabella Financial Services LLP | 8,992 | $309.9 萬 | 0.27% | +2,420+36.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,963 | $309.5 萬 | 0.06% | +428+5.0% | 加碼 |
| Confluence Wealth Services, Inc. | 8,931 | $308.4 萬 | 0.15% | +1,830+25.8% | 加碼 |
| Commonwealth Retirement Investments LLC | 8,884 | $306.8 萬 | 1.04% | −1,388−13.5% | 減碼 |
| Field & Main Bank | 8,878 | $306.5 萬 | 0.91% | −1,999−18.4% | 減碼 |
| Kapitalo Investimentos Ltda | 8,873 | $306.4 萬 | 0.57% | +8,873 | 新進 |
| Kingswood Wealth Advisors, LLC | 8,862 | $306.0 萬 | 0.19% | +1,941+28.0% | 加碼 |
| Cigna Investments Inc | 8,860 | $306.0 萬 | 0.43% | −95−1.1% | 減碼 |
| Resources Management Corp | 8,828 | $304.8 萬 | 0.39% | −4,864−35.5% | 減碼 |
| Atomi Financial Group, Inc. | 8,817 | $304.5 萬 | 0.10% | +1,706+24.0% | 加碼 |
| Griffith & Werner, Inc. | 9,450 | $303.9 萬 | 1.57% | +9,450 | 新進 |
| Cypress Asset Management Inc | 8,783 | $303.3 萬 | 0.69% | −1,271−12.6% | 減碼 |
| Blackstone Group Inc. | 8,756 | $302.3 萬 | 0.01% | −24,999−74.1% | 減碼 |
| Elefante Mark B | 8,750 | $302.1 萬 | 1.93% | +2,309+35.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 8,745 | $302.0 萬 | 0.07% | −24−0.3% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 8,735 | $301.6 萬 | 0.09% | −375−4.1% | 減碼 |
| Essex Financial Services, Inc. | 8,723 | $301.2 萬 | 0.18% | −792−8.3% | 減碼 |
| Insigneo Advisory Services, LLC | 8,697 | $300.3 萬 | 0.21% | +660+8.2% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 8,689 | $300.0 萬 | 0.54% | +1,995+29.8% | 加碼 |
| Prosperity Consulting Group, LLC | 8,642 | $298.4 萬 | 0.15% | −1,967−18.5% | 減碼 |
| Trust Co of Vermont | 8,637 | $298.2 萬 | 0.13% | −4,108−32.2% | 減碼 |
| HealthInvest Partners AB | 13,727 | $297.9 萬 | 1.10% | 00.0% | 不變 |
| Pacific Capital Partners Ltd | 8,625 | $297.8 萬 | 3.32% | +3,875+81.6% | 加碼 |
| Fortis Group Advisors, LLC | 8,719 | $297.8 萬 | 0.51% | +157+1.8% | 加碼 |
| Joel Isaacson & Co., LLC | 8,574 | $296.1 萬 | 0.11% | +2,770+47.7% | 加碼 |
| Fulton Bank, N.A. | 8,568 | $295.9 萬 | 0.10% | +220+2.6% | 加碼 |
| Ted Buchan & Co | 8,552 | $295.3 萬 | 1.16% | +1,198+16.3% | 加碼 |
| Western Wealth Management, LLC | 8,542 | $294.9 萬 | 0.16% | −313−3.5% | 減碼 |
| Sumitomo Life Insurance Co | 8,530 | $294.5 萬 | 0.09% | −275−3.1% | 減碼 |
| Miracle Mile Advisors, LLC | 8,506 | $293.7 萬 | 0.04% | −3,278−27.8% | 減碼 |
| Fragasso Group Inc. | 8,148 | $293.5 萬 | 0.18% | −137−1.7% | 減碼 |
| Maia Wealth LLC | 9,103 | $292.7 萬 | 0.49% | +1,989+28.0% | 加碼 |
| Perigon Wealth Management, LLC | 8,469 | $292.4 萬 | 0.06% | −2,977−26.0% | 減碼 |
| Fulcrum Asset Management LLP | 8,441 | $291.5 萬 | 0.81% | −4,638−35.5% | 減碼 |
| Berkshire Asset Management LLC | 8,427 | $291.0 萬 | 0.12% | −68−0.8% | 減碼 |
| Independent Financial Group, LLC | 8,415 | $290.5 萬 | 0.07% | −1,802−17.6% | 減碼 |
| Bristlecone Advisors, LLC | 8,388 | $289.6 萬 | 0.24% | −604−6.7% | 減碼 |
| Syon Capital LLC | 8,369 | $289.0 萬 | 0.16% | −986−10.5% | 減碼 |
| Kensington Investment Counsel, LLC | 8,365 | $288.8 萬 | 1.18% | +8,365 | 新進 |
| Signet Investment Advisory Group, Inc. | 8,353 | $288.4 萬 | 1.39% | +905+12.2% | 加碼 |
| V2 Financial group LLC | 8,342 | $288.1 萬 | 1.60% | −303−3.5% | 減碼 |
| DeDora Capital, Inc. | 8,340 | $288.0 萬 | 0.70% | −300−3.5% | 減碼 |
| Compton Wealth Advisory Group, LLC | 8,340 | $288.0 萬 | 0.67% | −65−0.8% | 減碼 |
| Family Legacy, Inc. | 8,327 | $287.5 萬 | 0.88% | +250+3.1% | 加碼 |