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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 5,583 | $192.8 萬 | 0.21% | +1,325+31.1% | 加碼 |
| Kestra Investment Management, LLC | 5,582 | $192.7 萬 | 0.05% | −14,893−72.7% | 減碼 |
| Tranquility Partners, LLC | 5,562 | $192.1 萬 | 0.65% | −3,053−35.4% | 減碼 |
| Davis R M Inc | 5,556 | $191.8 萬 | 0.03% | −9,343−62.7% | 減碼 |
| High Note Wealth, LLC | 5,543 | $191.4 萬 | 0.38% | +128+2.4% | 加碼 |
| Matrix Trust Co | 5,544 | $191.4 萬 | 0.30% | −393−6.6% | 減碼 |
| Lazari Capital Management, Inc. | 5,528 | $190.9 萬 | 0.64% | +2,064+59.6% | 加碼 |
| Triangle Securities Wealth Management | 5,504 | $190.1 萬 | 0.43% | −218−3.8% | 減碼 |
| Manchester Capital Management LLC | 5,500 | $189.9 萬 | 0.26% | +464+9.2% | 加碼 |
| First National Bank of Omaha | 5,494 | $189.7 萬 | 0.12% | −9,406−63.1% | 減碼 |
| Avestar Capital, LLC | 5,491 | $189.6 萬 | 0.14% | +1,285+30.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 5,480 | $189.2 萬 | 0.13% | −13,666−71.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 5,435 | $187.7 萬 | 0.19% | +2,204+68.2% | 加碼 |
| Trust Co of Toledo NA | 5,426 | $187.4 萬 | 0.19% | 00.0% | 不變 |
| LOM Asset Management Ltd | 5,424 | $187.3 萬 | 0.57% | −95−1.7% | 減碼 |
| Roberts Glore & Co Inc | 5,424 | $187.3 萬 | 0.51% | +605+12.6% | 加碼 |
| Northside Capital Management, LLC | 5,419 | $187.1 萬 | 0.17% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 5,418 | $187.1 萬 | 0.44% | +3,449+175.2% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 5,416 | $187.0 萬 | 0.25% | −106−1.9% | 減碼 |
| Naviter Wealth, LLC | 5,406 | $186.7 萬 | 0.22% | −2,800−34.1% | 減碼 |
| Personal Cfo Solutions, LLC | 5,399 | $186.4 萬 | 0.33% | +1,270+30.8% | 加碼 |
| Formidable Asset Management, LLC | 5,967 | $186.1 萬 | 0.29% | +810+15.7% | 加碼 |
| Applied Capital LLC | 5,377 | $185.7 萬 | 1.33% | +449+9.1% | 加碼 |
| Cito Capital Group, LLC | 5,348 | $184.7 萬 | 0.54% | +117+2.2% | 加碼 |
| Moors & Cabot, Inc. | 5,336 | $184.2 萬 | 0.08% | −1,293−19.5% | 減碼 |
| PDS Planning, Inc | 5,330 | $184.1 萬 | 0.13% | +45+0.9% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,282 | $182.4 萬 | 0.18% | +20+0.4% | 加碼 |
| Wealth Effects LLC | 5,277 | $182.2 萬 | 0.59% | +589+12.6% | 加碼 |
| Morningstar Investment Management LLC | 5,261 | $181.7 萬 | 0.07% | +5,261 | 新進 |
| Piscataqua Savings Bank | 5,258 | $181.5 萬 | 1.42% | −86−1.6% | 減碼 |
| Lindenwold Advisors | 5,250 | $181.3 萬 | 0.86% | −3,441−39.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,246 | $181.1 萬 | 0.21% | +148+2.9% | 加碼 |
| AlphaCore Capital LLC | 5,246 | $181.1 萬 | 0.06% | +280+5.6% | 加碼 |
| IMA Wealth, Inc. | 5,245 | $181.1 萬 | 0.18% | +221+4.4% | 加碼 |
| DB Fitzpatrick & Co, Inc | 5,239 | $180.9 萬 | 1.64% | +2,860+120.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 5,236 | $180.8 萬 | 0.33% | +266+5.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 5,235 | $180.8 萬 | 0.23% | −24−0.5% | 減碼 |
| RF&L Wealth Management, LLC | 5,225 | $180.4 萬 | 1.06% | −75−1.4% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,225 | $180.4 萬 | 0.63% | −6,745−56.3% | 減碼 |
| National Wealth Management Group, LLC | 5,218 | $180.2 萬 | 0.68% | +2,954+130.5% | 加碼 |
| Cetera Trust Company, N.A | 5,215 | $180.1 萬 | 1.01% | −110−2.1% | 減碼 |
| GLOBALT Investments LLC | 5,215 | $180.1 萬 | 0.07% | +13+0.2% | 加碼 |
| Valmark Advisers, Inc. | 5,214 | $180.0 萬 | 0.02% | −1,602−23.5% | 減碼 |
| Paragon Capital Management LLC | 5,205 | $179.7 萬 | 0.87% | +10+0.2% | 加碼 |
| Catalyst Financial Partners LLC | 5,181 | $178.9 萬 | 0.22% | +1,087+26.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 5,175 | $178.7 萬 | 0.19% | 00.0% | 不變 |
| Concord Asset Management, LLC | 5,169 | $178.5 萬 | 0.32% | +32+0.6% | 加碼 |
| Mendel Money Management | 5,169 | $178.5 萬 | 0.75% | +64+1.3% | 加碼 |
| Howe & Rusling Inc | 5,163 | $178.3 萬 | 0.12% | −20,079−79.5% | 減碼 |
| Wealthedge Investment Advisors, LLC | 5,147 | $177.8 萬 | 0.67% | +5,147 | 新進 |
| Platform Technology Partners | 5,137 | $177.4 萬 | 0.43% | +482+10.4% | 加碼 |
| Avaii Wealth Management, LLC | 5,137 | $177.4 萬 | 0.67% | +1,671+48.2% | 加碼 |
| Gen-Wealth Partners Inc | 5,135 | $177.3 萬 | 0.60% | +1,567+43.9% | 加碼 |
| Crestwood Advisors Group LLC | 5,127 | $177.0 萬 | 0.03% | +708+16.0% | 加碼 |
| Paralel Advisors LLC | 5,105 | $176.3 萬 | 0.07% | +3+0.1% | 加碼 |
| Scott & Selber, Inc. | 5,103 | $176.2 萬 | 0.45% | −20−0.4% | 減碼 |
| Virtue Capital Management, LLC | 5,156 | $176.0 萬 | 0.39% | +3,510+213.2% | 加碼 |
| Concord Wealth Partners | 5,095 | $175.9 萬 | 0.24% | −42−0.8% | 減碼 |
| Fagan Associates, Inc. | 5,094 | $175.9 萬 | 0.24% | −922−15.3% | 減碼 |
| Clear Creek Financial Management, LLC | 5,067 | $175.0 萬 | 0.15% | +2,807+124.2% | 加碼 |
| Stablepoint Partners, LLC | 5,066 | $174.9 萬 | 0.28% | +1,578+45.2% | 加碼 |
| Harbour Investment Management LLC | 5,036 | $173.9 萬 | 0.76% | −240−4.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 5,034 | $173.8 萬 | 0.12% | +1,479+41.6% | 加碼 |
| Murphy Pohlad Asset Management LLC | 5,025 | $173.5 萬 | 0.68% | +600+13.6% | 加碼 |
| Waycross Partners, LLC | 5,000 | $172.7 萬 | 0.15% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 4,972 | $171.7 萬 | 0.19% | −69−1.4% | 減碼 |
| Harvey Investment Co LLC | 4,968 | $171.5 萬 | 0.18% | −258−4.9% | 減碼 |
| CWA Asset Management Group, LLC | 4,951 | $170.9 萬 | 0.06% | −1,775−26.4% | 減碼 |
| Modern Wealth Management, LLC | 4,929 | $170.2 萬 | 0.03% | −2,613−34.6% | 減碼 |
| Court Place Advisors, LLC | 4,904 | $169.3 萬 | 0.51% | +27+0.6% | 加碼 |
| SilverOak Wealth Management LLC | 4,902 | $169.3 萬 | 0.29% | +135+2.8% | 加碼 |
| Schear Investment Advisers, LLC | 4,899 | $169.2 萬 | 0.75% | +231+4.9% | 加碼 |
| Capital Planning Advisors, LLC | 4,898 | $169.1 萬 | 0.23% | +126+2.6% | 加碼 |
| Archer Investment Corp | 4,886 | $168.7 萬 | 0.38% | +1,937+65.7% | 加碼 |
| Vista Investment Management | 4,885 | $168.7 萬 | 0.59% | −339−6.5% | 減碼 |
| Eos Management, L.P. | 4,843 | $167.2 萬 | 0.66% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 4,836 | $167.0 萬 | 0.17% | +134+2.8% | 加碼 |
| SCS Capital Management LLC | 4,817 | $166.3 萬 | 0.02% | −2,753−36.4% | 減碼 |
| Westside Investment Management, Inc. | 4,808 | $166.1 萬 | 0.27% | +792+19.7% | 加碼 |
| Cahill Financial Advisors Inc | 4,805 | $165.9 萬 | 0.19% | +181+3.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 4,800 | $165.7 萬 | 0.25% | −2,634−35.4% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,800 | $165.7 萬 | 0.80% | +1,000+26.3% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,790 | $165.4 萬 | 0.56% | +787+19.7% | 加碼 |
| Accurate Wealth Management, LLC | 4,586 | $165.1 萬 | 0.22% | +1,325+40.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,779 | $165.0 萬 | 0.11% | −568−10.6% | 減碼 |
| OneAscent Financial Services LLC | 4,774 | $164.8 萬 | 0.11% | +322+7.2% | 加碼 |
| Savvy Advisors, Inc. | 4,766 | $164.6 萬 | 0.08% | −2,446−33.9% | 減碼 |
| Shum Financial Group, Inc. | 4,748 | $163.9 萬 | 1.22% | +4,748 | 新進 |
| LM Advisors LLC | 4,739 | $163.6 萬 | 0.24% | +1,484+45.6% | 加碼 |
| Daymark Wealth Partners, LLC | 4,707 | $162.5 萬 | 0.06% | −252−5.1% | 減碼 |
| Orrstown Financial Services Inc | 4,700 | $162.3 萬 | 0.28% | +354+8.1% | 加碼 |
| Private Wealth Asset Management, LLC | 4,687 | $161.8 萬 | 0.19% | −1,758−27.3% | 減碼 |
| Independent Solutions Wealth Management, LLC | 4,678 | $161.5 萬 | 0.29% | +4,678 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 4,683 | $161.5 萬 | 0.01% | +946+25.3% | 加碼 |
| Prospect Financial Services LLC | 4,660 | $160.9 萬 | 0.93% | +3,907+518.9% | 加碼 |
| Hilltop National Bank | 4,651 | $160.6 萬 | 0.40% | +100+2.2% | 加碼 |
| Tealwood Asset Management Inc | 4,639 | $160.2 萬 | 0.65% | −285−5.8% | 減碼 |
| Alta Advisers Ltd | 4,637 | $160.1 萬 | 0.49% | 00.0% | 不變 |
| GeoWealth Management, LLC | 4,635 | $160.1 萬 | 0.06% | −3,048−39.7% | 減碼 |
| Bowman & Co S.C. | 4,607 | $159.7 萬 | 0.67% | −526−10.2% | 減碼 |