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 |
|---|---|---|---|---|---|
| Consilium Wealth Advisory, LLC | 2,348 | $81.1 萬 | 0.31% | −270−10.3% | 減碼 |
| Cardiff Park Advisors, LLC | 2,344 | $81.0 萬 | 0.06% | −200−7.9% | 減碼 |
| KFG Wealth Management, LLC | 2,342 | $80.9 萬 | 0.12% | −378−13.9% | 減碼 |
| MCF Advisors LLC | 2,338 | $80.7 萬 | 0.05% | +26+1.1% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,336 | $80.7 萬 | 0.18% | +714+44.0% | 加碼 |
| Whalen Wealth Management Inc. | 2,325 | $80.3 萬 | 0.47% | +936+67.4% | 加碼 |
| OneAscent Family Office, LLC | 2,325 | $80.3 萬 | 0.65% | +2,325 | 新進 |
| Cim Investment Mangement Inc | 2,325 | $80.3 萬 | 0.22% | −25−1.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 2,324 | $80.2 萬 | 0.07% | −153−6.2% | 減碼 |
| True North Advisors, LLC | 2,322 | $80.2 萬 | 0.13% | +594+34.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 2,315 | $79.9 萬 | 0.32% | −1,561−40.3% | 減碼 |
| Full Sail Capital, LLC | 2,314 | $79.9 萬 | 0.04% | +615+36.2% | 加碼 |
| Roberts Capital Advisors, LLC | 2,314 | $79.9 萬 | 0.89% | +2,314 | 新進 |
| Aigen Investment Management, LP | 2,313 | $79.9 萬 | 0.12% | −228−9.0% | 減碼 |
| Forefront Wealth Partners, LLC | 2,306 | $79.6 萬 | 0.20% | +1,192+107.0% | 加碼 |
| SGL Investment Advisors, Inc. | 2,382 | $79.5 萬 | 0.33% | +1,726+263.1% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 2,300 | $79.4 萬 | 0.19% | −60−2.5% | 減碼 |
| Connective Portfolio Management, LLC | 2,300 | $79.4 萬 | 1.40% | +2,300 | 新進 |
| First American Trust, FSB | 2,299 | $79.4 萬 | 0.06% | +488+26.9% | 加碼 |
| Lakeshore Capital Group, Inc. | 2,297 | $79.3 萬 | 0.64% | +25+1.1% | 加碼 |
| Armstrong Advisory Group, Inc | 2,295 | $79.2 萬 | 0.06% | −90−3.8% | 減碼 |
| N.E.W. Advisory Services LLC | 2,293 | $79.2 萬 | 0.07% | +895+64.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,282 | $78.8 萬 | 0.30% | −111−4.6% | 減碼 |
| AA Financial Advisors, LLC | 2,279 | $78.7 萬 | 0.15% | +74+3.4% | 加碼 |
| Harbor Group, Inc. | 2,276 | $78.6 萬 | 0.13% | +12+0.5% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 2,273 | $78.5 萬 | 0.52% | −437−16.1% | 減碼 |
| Smith, Moore & Co. | 2,271 | $78.4 萬 | 0.06% | −97−4.1% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,271 | $78.4 萬 | 0.28% | +8+0.4% | 加碼 |
| City State Bank | 2,262 | $78.1 萬 | 0.23% | +292+14.8% | 加碼 |
| Retirement Planning Group | 2,259 | $78.0 萬 | 0.03% | +2,259 | 新進 |
| American State Bank (Iowa) | 2,258 | $78.0 萬 | 0.40% | +342+17.8% | 加碼 |
| Financial Security Advisor, Inc. | 2,256 | $77.9 萬 | 0.17% | −467−17.2% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,250 | $77.7 萬 | 0.13% | −17−0.7% | 減碼 |
| EMC Capital Management | 2,250 | $77.7 萬 | 0.37% | +2,250 | 新進 |
| Sovereign Financial Group, Inc. | 2,244 | $77.5 萬 | 0.15% | −5−0.2% | 減碼 |
| Ameriflex Group, Inc. | 2,238 | $77.3 萬 | 0.29% | +300+15.5% | 加碼 |
| Apeiron RIA LLC | 2,155 | $77.3 萬 | 0.17% | −635−22.8% | 減碼 |
| Spinnaker Investment Group, LLC | 2,232 | $77.1 萬 | 0.14% | +1,528+217.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,133 | $76.9 萬 | 0.01% | +1,298+155.4% | 加碼 |
| Vista Cima Wealth Management LLC | 2,225 | $76.8 萬 | 0.64% | +2,225 | 新進 |
| Romano Brothers and Company | 2,220 | $76.7 萬 | 0.09% | −376−14.5% | 減碼 |
| CoreFirst Bank & Trust | 2,219 | $76.6 萬 | 0.41% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 2,215 | $76.5 萬 | 0.11% | −645−22.6% | 減碼 |
| MJP Associates Inc | 2,208 | $76.2 萬 | 0.10% | +515+30.4% | 加碼 |
| Gsa Capital Partners LLP | 2,201 | $76.0 萬 | 0.06% | −4,638−67.8% | 減碼 |
| Phillips Wealth Planners LLC | 2,118 | $76.0 萬 | 0.63% | +360+20.5% | 加碼 |
| Evermay Wealth Management LLC | 2,195 | $75.8 萬 | 0.09% | −34−1.5% | 減碼 |
| Cyr Financial Inc. | 2,192 | $75.7 萬 | 0.52% | +250+12.9% | 加碼 |
| Trust Co of the South | 2,190 | $75.6 萬 | 0.13% | −299−12.0% | 減碼 |
| Sanders Morris Harris LLC | 2,190 | $75.6 萬 | 0.10% | +2,190 | 新進 |
| Strategies Wealth Advisors, LLC | 2,186 | $75.5 萬 | 0.08% | +1,060+94.1% | 加碼 |
| Taylor Hoffman Capital Management LLC | 2,184 | $75.4 萬 | 0.24% | 00.0% | 不變 |
| NCP Inc. | 2,181 | $75.3 萬 | 0.56% | +1,205+123.5% | 加碼 |
| Persium Advisors, LLC | 2,178 | $75.2 萬 | 0.56% | +291+15.4% | 加碼 |
| Impact Partnership Wealth, LLC | 2,178 | $75.2 萬 | 0.11% | −2,443−52.9% | 減碼 |
| Fairscale Capital, LLC | 2,177 | $75.2 萬 | 0.52% | −168−7.2% | 減碼 |
| Simmons Bank | 2,173 | $75.0 萬 | 0.05% | +82+3.9% | 加碼 |
| Intrua Financial, LLC | 2,162 | $74.7 萬 | 0.09% | −477−18.1% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 2,161 | $74.6 萬 | 0.71% | +435+25.2% | 加碼 |
| Westover Capital Advisors, LLC | 2,160 | $74.6 萬 | 0.14% | −297−12.1% | 減碼 |
| Coign Capital Advisors LLC | 2,159 | $74.6 萬 | 0.41% | +818+61.0% | 加碼 |
| Crews Bank & Trust | 2,156 | $74.4 萬 | 0.11% | −115−5.1% | 減碼 |
| Rossmore Private Capital | 2,153 | $74.3 萬 | 0.08% | −2,948−57.8% | 減碼 |
| Essex Savings Bank | 2,151 | $74.3 萬 | 0.17% | +76+3.7% | 加碼 |
| QTR Family Wealth, LLC | 2,144 | $74.0 萬 | 0.35% | +944+78.7% | 加碼 |
| Intellectus Partners, LLC | 2,143 | $74.0 萬 | 0.14% | +2,143 | 新進 |
| Amica Retiree Medical Trust | 2,143 | $74.0 萬 | 1.01% | 00.0% | 不變 |
| First National Advisers, LLC | 2,142 | $74.0 萬 | 0.10% | −1,730−44.7% | 減碼 |
| BFSG, LLC | 2,139 | $73.9 萬 | 0.07% | +108+5.3% | 加碼 |
| HCR Wealth Advisors | 2,087 | $73.8 萬 | 0.08% | +10+0.5% | 加碼 |
| Tweedy, Browne Co LLC | 2,137 | $73.8 萬 | 0.06% | +1,042+95.2% | 加碼 |
| SFMG, LLC | 2,132 | $73.6 萬 | 0.05% | +401+23.2% | 加碼 |
| Weinberger Asset Management, Inc | 2,131 | $73.6 萬 | 0.27% | +67+3.2% | 加碼 |
| Cambridge Advisors Inc. | 2,122 | $73.3 萬 | 0.14% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 2,119 | $73.2 萬 | 0.09% | 00.0% | 不變 |
| Crux Wealth Advisors | 2,116 | $73.1 萬 | 0.29% | +114+5.7% | 加碼 |
| J.Safra Asset Management Corp | 2,116 | $73.1 萬 | 0.04% | +149+7.6% | 加碼 |
| Balentine LLC | 2,107 | $72.8 萬 | 0.03% | +544+34.8% | 加碼 |
| United Community Bank | 2,100 | $72.5 萬 | 0.22% | +129+6.5% | 加碼 |
| Lumbard & Kellner, LLC | 2,098 | $72.4 萬 | 0.27% | +98+4.9% | 加碼 |
| Amplius Wealth Advisors, LLC | 2,097 | $72.4 萬 | 0.06% | −2,007−48.9% | 減碼 |
| Atlas Legacy Advisors, LLC | 2,093 | $72.3 萬 | 0.14% | +946+82.5% | 加碼 |
| Members Wealth LLC | 2,070 | $72.1 萬 | 0.46% | +2,070 | 新進 |
| Birch Financial Group, LLC | 2,087 | $72.1 萬 | 0.42% | +584+38.9% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 2,085 | $72.0 萬 | 0.08% | +273+15.1% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,085 | $72.0 萬 | 0.50% | −363−14.8% | 減碼 |
| Aprio Wealth Management, LLC | 2,085 | $72.0 萬 | 0.07% | +69+3.4% | 加碼 |
| CVA Family Office, LLC | 2,084 | $71.9 萬 | 0.09% | +391+23.1% | 加碼 |
| A4 Wealth Advisors LLC | 2,082 | $71.9 萬 | 0.61% | +2,082 | 新進 |
| Farmers Trust Co | 2,082 | $71.9 萬 | 0.12% | −47−2.2% | 減碼 |
| LPWM LLC | 2,081 | $71.8 萬 | 0.19% | −145−6.5% | 減碼 |
| Congress Asset Management Co | 2,080 | $71.8 萬 | 0.00% | −122−5.5% | 減碼 |
| Wall Street Access Asset Management, LLC | 2,075 | $71.6 萬 | 0.18% | −100−4.6% | 減碼 |
| Renasant Bank | 2,069 | $71.4 萬 | 0.45% | −2,816−57.6% | 減碼 |
| Provident Investment Management, Inc. | 2,068 | $71.4 萬 | 0.06% | −924−30.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 2,067 | $71.4 萬 | 0.57% | +49+2.4% | 加碼 |
| Drive Wealth Management, LLC | 2,063 | $71.2 萬 | 0.15% | −19−0.9% | 減碼 |
| Inspire Advisors, LLC | 2,059 | $71.1 萬 | 0.07% | +219+11.9% | 加碼 |
| Ifrah Financial Services, Inc. | 2,058 | $71.0 萬 | 0.18% | −14−0.7% | 減碼 |
| Yoffe Investment Management, LLC | 2,057 | $71.0 萬 | 0.92% | 00.0% | 不變 |