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 |
|---|---|---|---|---|---|
| Fifth Lane Capital, LP | 6,843 | $236.3 萬 | 2.37% | +5,343+356.2% | 加碼 |
| Connecticut Wealth Management, LLC | 6,802 | $234.9 萬 | 0.10% | −2,729−28.6% | 減碼 |
| Csenge Advisory Group | 6,793 | $234.6 萬 | 0.11% | −1,821−21.1% | 減碼 |
| Accent Capital Management, LLC | 6,788 | $234.4 萬 | 0.99% | −322−4.5% | 減碼 |
| Scholtz & Company, LLC | 6,773 | $233.9 萬 | 1.03% | −9,877−59.3% | 減碼 |
| Focused Wealth Management, Inc | 6,756 | $233.3 萬 | 0.25% | +4,175+161.8% | 加碼 |
| Osprey Private Wealth LLC | 6,735 | $232.6 萬 | 0.85% | +1,030+18.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $231.7 萬 | 0.09% | −8,900−57.0% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,706 | $231.6 萬 | 0.41% | +3,800+130.8% | 加碼 |
| Mechanics Bank Trust Department | 6,666 | $230.2 萬 | 0.32% | −2,040−23.4% | 減碼 |
| Parkside Financial Bank & Trust | 6,664 | $230.1 萬 | 0.18% | −408−5.8% | 減碼 |
| Connable Office Inc | 6,654 | $229.8 萬 | 0.21% | −85−1.3% | 減碼 |
| RFG Advisory, LLC | 6,613 | $228.3 萬 | 0.05% | −21,943−76.8% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 6,601 | $228.0 萬 | 0.55% | +6,601 | 新進 |
| Sierra Summit Advisors LLC | 6,587 | $227.4 萬 | 0.35% | +4,067+161.4% | 加碼 |
| Legato Capital Management LLC | 6,566 | $226.7 萬 | 0.25% | +607+10.2% | 加碼 |
| Tounjian Advisory Partners, LLC | 6,556 | $226.4 萬 | 0.76% | −11,254−63.2% | 減碼 |
| Mfg Wealth Management, Inc. | 6,552 | $226.2 萬 | 1.71% | +6,552 | 新進 |
| Brown Financial Advisors | 6,534 | $225.6 萬 | 0.83% | +196+3.1% | 加碼 |
| Skopos Labs, Inc. | 7,297 | $225.5 萬 | 0.30% | −245−3.2% | 減碼 |
| BCGM Wealth Management, LLC | 6,514 | $224.9 萬 | 0.59% | +159+2.5% | 加碼 |
| Impact Capital Partners LLC | 6,509 | $224.8 萬 | 0.68% | +200+3.2% | 加碼 |
| Janney Capital Management LLC | 6,501 | $224.5 萬 | 0.14% | −122−1.8% | 減碼 |
| SPC Financial, Inc. | 6,489 | $224.1 萬 | 0.18% | +295+4.8% | 加碼 |
| Coastline Trust Co | 6,486 | $224.0 萬 | 0.24% | −1,310−16.8% | 減碼 |
| Private Trust Co NA | 6,479 | $223.7 萬 | 0.20% | +481+8.0% | 加碼 |
| Boston Family Office LLC | 6,475 | $223.6 萬 | 0.14% | +307+5.0% | 加碼 |
| Timber Creek Capital Management LLC | 6,449 | $222.7 萬 | 0.54% | +6,449 | 新進 |
| EverSource Wealth Advisors, LLC | 6,430 | $222.0 萬 | 0.09% | +640+11.1% | 加碼 |
| Hartford Financial Management Inc. | 6,407 | $221.2 萬 | 0.59% | +465+7.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 6,400 | $221.0 萬 | 0.06% | −222−3.4% | 減碼 |
| Edgestream Partners, L.P. | 6,377 | $220.2 萬 | 0.06% | −17,121−72.9% | 減碼 |
| Claro Advisors LLC | 6,375 | $220.1 萬 | 0.32% | +39+0.6% | 加碼 |
| Flputnam Investment Management Co | 6,374 | $220.1 萬 | 0.03% | −7,059−52.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,372 | $220.0 萬 | 0.14% | +404+6.8% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 6,340 | $218.9 萬 | 0.32% | +231+3.8% | 加碼 |
| American National Bank | 6,304 | $217.7 萬 | 0.21% | −11,850−65.3% | 減碼 |
| Adell Harriman & Carpenter Inc | 6,303 | $217.7 萬 | 0.13% | −2,734−30.3% | 減碼 |
| Boomfish Wealth Group, LLC | 6,297 | $217.4 萬 | 1.17% | +1,143+22.2% | 加碼 |
| Royal Capital Wealth Management, LLC | 6,292 | $217.3 萬 | 1.33% | −159−2.5% | 減碼 |
| Stonegate Investment Group, LLC | 6,291 | $217.2 萬 | 0.05% | −2,762−30.5% | 減碼 |
| South State Corp. | 6,283 | $217.0 萬 | 0.10% | −1,908−23.3% | 減碼 |
| Stonebrook Private Inc. | 6,256 | $216.0 萬 | 0.47% | +253+4.2% | 加碼 |
| Left Brain Wealth Management, LLC | 6,254 | $216.0 萬 | 0.68% | −3,620−36.7% | 減碼 |
| Adviser Investments LLC | 6,250 | $215.8 萬 | 0.02% | −4,017−39.1% | 減碼 |
| Greenline Partners, LLC | 6,233 | $215.2 萬 | 0.26% | −505−7.5% | 減碼 |
| Altfest L J & Co Inc | 6,213 | $214.6 萬 | 0.24% | +2,122+51.9% | 加碼 |
| Del-Sette Capital Management, LLC | 6,203 | $214.2 萬 | 1.33% | +6,203 | 新進 |
| Aventura Private Wealth, LLC | 6,200 | $214.1 萬 | 0.79% | +647+11.7% | 加碼 |
| Tyche Wealth Partners LLC | 6,197 | $214.0 萬 | 0.38% | +1,070+20.9% | 加碼 |
| Baker Avenue Asset Management, LP | 6,185 | $213.6 萬 | 0.05% | −142−2.2% | 減碼 |
| Advisor OS, LLC | 6,182 | $213.5 萬 | 0.18% | +435+7.6% | 加碼 |
| Country Club Bank | 6,161 | $212.7 萬 | 0.13% | −12,406−66.8% | 減碼 |
| Sendero Wealth Management, LLC | 6,125 | $211.5 萬 | 0.25% | −114−1.8% | 減碼 |
| Grimes & Company, Inc. | 6,111 | $211.0 萬 | 0.05% | +2,826+86.0% | 加碼 |
| Charter Trust Co | 6,094 | $210.4 萬 | 0.13% | −4,337−41.6% | 減碼 |
| Capital Wealth Planning, LLC | 6,088 | $210.2 萬 | 0.01% | −593−8.9% | 減碼 |
| Waterloo Capital, L.P. | 6,060 | $209.3 萬 | 0.16% | +531+9.6% | 加碼 |
| Triumph Capital Management | 6,045 | $208.7 萬 | 0.56% | +1,800+42.4% | 加碼 |
| Affiance Financial, LLC | 6,023 | $208.0 萬 | 0.38% | +159+2.7% | 加碼 |
| Missouri Trust & Investment Co | 6,019 | $207.8 萬 | 0.61% | +1,146+23.5% | 加碼 |
| Viking Fund Management LLC | 6,000 | $207.2 萬 | 0.25% | 00.0% | 不變 |
| Banco de Sabadell, S.A | 5,983 | $206.8 萬 | 1.37% | −189−3.1% | 減碼 |
| Dover Advisors, LLC | 5,984 | $206.6 萬 | 0.82% | −15−0.3% | 減碼 |
| Birch Capital Management, LLC | 5,982 | $206.6 萬 | 1.05% | −459−7.1% | 減碼 |
| Circle Wealth Management, LLC | 5,964 | $205.9 萬 | 0.04% | +546+10.1% | 加碼 |
| Lokken Investment Group LLC | 5,944 | $205.2 萬 | 0.70% | +3,176+114.7% | 加碼 |
| Gifford Fong Associates | 5,918 | $204.3 萬 | 0.43% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 5,894 | $203.5 萬 | 0.53% | +520+9.7% | 加碼 |
| Teamwork Financial Advisors, LLC | 5,889 | $203.3 萬 | 0.22% | +1,380+30.6% | 加碼 |
| Magnus Financial Group LLC | 5,871 | $202.7 萬 | 0.16% | +1,122+23.6% | 加碼 |
| Sullivan Wood Capital Management LLC | 5,871 | $202.7 萬 | 2.99% | +4,437+309.4% | 加碼 |
| Summit Global Investments | 5,871 | $202.7 萬 | 0.12% | −115−1.9% | 減碼 |
| HM Payson & Co | 5,851 | $202.0 萬 | 0.03% | −2,653−31.2% | 減碼 |
| S&T Bank | 5,847 | $201.9 萬 | 0.57% | −1,175−16.7% | 減碼 |
| Ameritas Advisory Services, LLC | 5,840 | $201.6 萬 | 0.13% | +1,558+36.4% | 加碼 |
| Advisory Alpha, LLC | 5,687 | $201.3 萬 | 0.06% | +201+3.7% | 加碼 |
| All Terrain Financial Advisors, LLC | 5,825 | $201.1 萬 | 0.65% | +1,405+31.8% | 加碼 |
| Kathmere Capital Management, LLC | 5,811 | $200.7 萬 | 0.14% | +1,173+25.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,806 | $200.5 萬 | 0.81% | +1,596+37.9% | 加碼 |
| Avantax Planning Partners, Inc. | 5,801 | $200.3 萬 | 0.06% | +1,472+34.0% | 加碼 |
| Cherokee Insurance Co | 5,800 | $200.3 萬 | 0.86% | 00.0% | 不變 |
| Wealth Architects, LLC | 5,787 | $199.8 萬 | 0.19% | −200−3.3% | 減碼 |
| TownSquare Capital, LLC | 5,777 | $199.5 萬 | 0.30% | −1,046−15.3% | 減碼 |
| Evergreen Wealth Management, LLC | 5,736 | $198.1 萬 | 1.04% | +2,548+79.9% | 加碼 |
| Community Bank, N.A. | 5,733 | $198.0 萬 | 0.24% | −625−9.8% | 減碼 |
| Larson Financial Group LLC | 5,730 | $197.9 萬 | 0.07% | −1,010−15.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 5,720 | $197.5 萬 | 0.11% | −181−3.1% | 減碼 |
| Arete Wealth Advisors, LLC | 5,694 | $196.6 萬 | 0.12% | −1,057−15.7% | 減碼 |
| Cinctive Capital Management LP | 5,689 | $196.4 萬 | 0.10% | +5,689 | 新進 |
| Mystic Asset Management, Inc. | 5,682 | $196.2 萬 | 0.44% | +568+11.1% | 加碼 |
| KPP Advisory Services LLC | 5,674 | $195.9 萬 | 0.29% | +374+7.1% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 5,663 | $195.5 萬 | 1.13% | +1,940+52.1% | 加碼 |
| SlateStone Wealth, LLC | 5,654 | $195.2 萬 | 0.17% | −1,574−21.8% | 減碼 |
| Oak Thistle LLC | 5,649 | $195.1 萬 | 0.30% | +2,487+78.7% | 加碼 |
| Journey Strategic Wealth LLC | 5,636 | $194.6 萬 | 0.05% | −2,005−26.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,622 | $194.1 萬 | 0.09% | +935+19.9% | 加碼 |
| Samalin Investment Counsel, LLC | 5,618 | $194.0 萬 | 0.67% | +1,535+37.6% | 加碼 |
| Capital Management Associates, Inc | 5,616 | $193.9 萬 | 0.52% | +226+4.2% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,608 | $193.6 萬 | 0.69% | +220+4.1% | 加碼 |