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 4 季 13F 持有人
UnitedHealth Group Inc 在 2025/12/31 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
- 3,311
- 較 2025 年第 3 季 +209 家
- 持有股數
- 7.52 億
- 較 2025 年第 3 季 +1,929 萬 (+2.6%)
- 總市值
- $2,482 億
- 較 2025 年第 3 季 −$46.5 億 (−1.8%)
- 新進機構
- 423
- 另有 1,115 家加碼
- 清倉機構
- 214
- 另有 1,499 家減碼
另有 66 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 2,114 | $69.8 萬 | 0.01% | −809−27.7% | 減碼 |
| SFMG, LLC | 2,118 | $69.9 萬 | 0.05% | −14−0.7% | 減碼 |
| Cambridge Advisors Inc. | 2,122 | $70.0 萬 | 0.13% | 00.0% | 不變 |
| Romano Brothers and Company | 2,127 | $70.2 萬 | 0.08% | −93−4.2% | 減碼 |
| Rossmore Private Capital | 2,130 | $70.3 萬 | 0.06% | −23−1.1% | 減碼 |
| Waterloo Capital, L.P. | 2,131 | $70.4 萬 | 0.05% | −3,929−64.8% | 減碼 |
| Westover Capital Advisors, LLC | 2,138 | $70.6 萬 | 0.13% | −22−1.0% | 減碼 |
| LMCG Investments, LLC | 2,139 | $70.6 萬 | 0.04% | −1,817−45.9% | 減碼 |
| LRI Investments, LLC | 18,805 | $70.9 萬 | 0.06% | +278+1.5% | 加碼 |
| TCM Advisors, LLC | – | $70.9 萬 | 0.60% | – | – |
| Havemeyer Place LP | 2,156 | $71.2 萬 | 0.14% | +2,156 | 新進 |
| Coastal Investment Advisors, Inc. | 2,157 | $71.2 萬 | 0.23% | +183+9.3% | 加碼 |
| Presidio Capital Management, LLC | 2,159 | $71.3 萬 | 0.21% | +244+12.7% | 加碼 |
| Basecamp Wealth Advisors LLC | 2,161 | $71.3 萬 | 0.15% | +2,161 | 新進 |
| Taylor & Morgan Wealth Management, LLC | 2,163 | $71.4 萬 | 0.40% | +1,502+227.2% | 加碼 |
| SHP Wealth Management | 2,161 | $71.4 萬 | 0.06% | +2,161 | 新進 |
| Seven Mile Advisory | 2,164 | $71.4 萬 | 0.12% | +1,315+154.9% | 加碼 |
| Wallace Capital Management Inc. | 2,164 | $71.4 萬 | 0.09% | +45+2.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 2,170 | $71.6 萬 | 0.03% | +232+12.0% | 加碼 |
| Diamant Asset Management, Inc. | 2,170 | $71.6 萬 | 0.52% | +250+13.0% | 加碼 |
| Retirement Planning Group | 2,175 | $71.8 萬 | 0.02% | −84−3.7% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,175 | $71.8 萬 | 0.05% | −1,216−35.9% | 減碼 |
| Fort Point Capital Partners LLC | 2,118 | $71.8 萬 | 0.09% | +500+30.9% | 加碼 |
| Granite Harbor Advisors, Inc. | 2,180 | $72.0 萬 | 0.30% | +326+17.6% | 加碼 |
| Northbridge Financial Group, LLC | 2,182 | $72.0 萬 | 0.32% | +2,182 | 新進 |
| Wilson & Boucher Capital Management, LLC | 2,184 | $72.1 萬 | 0.47% | −89−3.9% | 減碼 |
| Smith, Moore & Co. | 2,184 | $72.1 萬 | 0.05% | −87−3.8% | 減碼 |
| McDonald Partners LLC | 2,188 | $72.2 萬 | 0.23% | −1,625−42.6% | 減碼 |
| Wall Street Access Asset Management, LLC | 2,191 | $72.3 萬 | 0.17% | +116+5.6% | 加碼 |
| Oxbow Advisors, LLC | 2,198 | $72.6 萬 | 0.06% | +2,198 | 新進 |
| Abacus Planning Group, Inc. | 2,199 | $72.6 萬 | 0.10% | +218+11.0% | 加碼 |
| Sims Investment Management, LLC | 2,201 | $72.7 萬 | 0.26% | +483+28.1% | 加碼 |
| Spirepoint Private Client, LLC | 2,207 | $72.9 萬 | 0.07% | −172−7.2% | 減碼 |
| Virtue Asset Management LLC | 2,212 | $73.0 萬 | 0.58% | +379+20.7% | 加碼 |
| AXA S.A. | 2,213 | $73.1 萬 | 0.35% | −382−14.7% | 減碼 |
| Element Pointe Advisors, LLC | 2,215 | $73.1 萬 | 0.14% | −160−6.7% | 減碼 |
| Rooted Wealth Advisors, Inc. | 2,652 | $73.2 萬 | 0.21% | +95+3.7% | 加碼 |
| Harbor Group, Inc. | 2,221 | $73.3 萬 | 0.11% | −55−2.4% | 減碼 |
| Financial Security Advisor, Inc. | 2,221 | $73.3 萬 | 0.14% | −35−1.6% | 減碼 |
| Absolute Capital Management, LLC | 2,222 | $73.4 萬 | 0.27% | +2,222 | 新進 |
| Redwood Family Wealth LLC | 2,224 | $73.4 萬 | 0.73% | +2,224 | 新進 |
| Gateway Wealth Partners, LLC | 2,226 | $73.5 萬 | 0.08% | −377−14.5% | 減碼 |
| Inspire Advisors, LLC | 2,228 | $73.5 萬 | 0.07% | +169+8.2% | 加碼 |
| Invera Wealth Advisors, LLC | 2,228 | $73.5 萬 | 0.46% | +436+24.3% | 加碼 |
| Sunflower Bank, N.A. | 2,229 | $73.6 萬 | 0.19% | +313+16.3% | 加碼 |
| Advisory Research Inc | 2,242 | $74.0 萬 | 0.09% | −352−13.6% | 減碼 |
| Tower Bridge Advisors | 2,243 | $74.0 萬 | 0.07% | −853−27.6% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,245 | $74.1 萬 | 0.10% | +639+39.8% | 加碼 |
| Strategies Wealth Advisors, LLC | 2,247 | $74.2 萬 | 0.07% | +61+2.8% | 加碼 |
| Harbour Trust & Investment Management Co | 2,249 | $74.2 萬 | 0.08% | −12,460−84.7% | 減碼 |
| Pettee Investors, Inc. | 2,255 | $74.4 萬 | 0.42% | −653−22.5% | 減碼 |
| Cardiff Park Advisors, LLC | 2,258 | $74.5 萬 | 0.06% | −86−3.7% | 減碼 |
| Boothbay Fund Management, LLC | 2,277 | $75.2 萬 | 0.02% | −9,151−80.1% | 減碼 |
| CRA Financial Services, LLC | 2,278 | $75.2 萬 | 0.10% | −171−7.0% | 減碼 |
| Empirical Asset Management, LLC | 5,625 | $75.2 萬 | 0.21% | −276−4.7% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,281 | $75.3 萬 | 0.35% | −37,566−94.3% | 減碼 |
| Allred Capital Management, LLC | 2,281 | $75.3 萬 | 0.27% | −809−26.2% | 減碼 |
| Gladius Capital Management LP | 2,283 | $75.4 萬 | 0.93% | −510−18.3% | 減碼 |
| Rational Advisors LLC | 2,295 | $75.8 萬 | 0.08% | +2,037+789.5% | 加碼 |
| Stonebrook Private Inc. | 2,300 | $75.9 萬 | 0.16% | −3,956−63.2% | 減碼 |
| Connective Portfolio Management, LLC | 2,300 | $75.9 萬 | 1.37% | 00.0% | 不變 |
| OneAscent Family Office, LLC | 2,300 | $75.9 萬 | 0.51% | −25−1.1% | 減碼 |
| Cornerstone Wealth Advisors, Inc. | 2,300 | $75.9 萬 | 0.18% | 00.0% | 不變 |
| Walser Wealth Management Company, A Ltd Liability Co | 2,301 | $76.0 萬 | 0.40% | +2,301 | 新進 |
| Armstrong Advisory Group, Inc | 2,302 | $76.0 萬 | 0.05% | +7+0.3% | 加碼 |
| Bigelow Investment Advisors, LLC | 2,304 | $76.1 萬 | 0.30% | −11−0.5% | 減碼 |
| Sentry Investment Management LLC | 2,315 | $76.4 萬 | 0.50% | 00.0% | 不變 |
| Doliver Advisors, LP | 2,315 | $76.4 萬 | 0.19% | −1,527−39.7% | 減碼 |
| Sovereign Financial Group, Inc. | 2,316 | $76.5 萬 | 0.14% | +72+3.2% | 加碼 |
| Quadcap Wealth Management, LLC | 2,317 | $76.5 萬 | 0.09% | −283−10.9% | 減碼 |
| Park Place Capital Corp | 2,318 | $76.5 萬 | 0.16% | −285−10.9% | 減碼 |
| Natural Investments, LLC | 2,323 | $76.6 萬 | 0.19% | −174−7.0% | 減碼 |
| TritonPoint Partners, LLC | 2,321 | $76.6 萬 | 0.41% | +2,321 | 新進 |
| Legacy Financial Advisors, Inc. | 2,322 | $76.6 萬 | 0.11% | −1,215−34.4% | 減碼 |
| Cim Investment Mangement Inc | 2,325 | $76.8 萬 | 0.20% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,338 | $77.2 萬 | 0.26% | +67+3.0% | 加碼 |
| Convergence Investment Partners, LLC | 2,338 | $77.2 萬 | 0.15% | −39−1.6% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,338 | $77.2 萬 | 0.25% | −129−5.2% | 減碼 |
| Vivaldi Capital Management, LLC | 2,340 | $77.2 萬 | 0.11% | −22−0.9% | 減碼 |
| Resolute Wealth Strategies, LLC | 2,346 | $77.4 萬 | 0.34% | −112−4.6% | 減碼 |
| Consilium Wealth Advisory, LLC | 2,348 | $77.5 萬 | 0.29% | 00.0% | 不變 |
| Acorns Advisers, LLC | 2,352 | $77.6 萬 | 0.01% | +437+22.8% | 加碼 |
| Tempus Wealth Planning, LLC | 2,354 | $77.7 萬 | 0.18% | +1,314+126.3% | 加碼 |
| West Michigan Advisors, LLC | 2,355 | $77.7 萬 | 0.18% | −410−14.8% | 減碼 |
| Alpha Financial Advisors, LLC | 2,359 | $77.9 萬 | 0.24% | −84−3.4% | 減碼 |
| Chatham Capital Group, Inc. | 2,361 | $77.9 萬 | 0.11% | −381−13.9% | 減碼 |
| Spinnaker Investment Group, LLC | 2,364 | $78.0 萬 | 0.14% | +132+5.9% | 加碼 |
| BSW Wealth Partners | 2,365 | $78.1 萬 | 0.09% | +440+22.9% | 加碼 |
| Drive Wealth Management, LLC | 2,367 | $78.1 萬 | 0.15% | +304+14.7% | 加碼 |
| Twelve Points Wealth Management LLC | 2,271 | $78.1 萬 | 0.18% | −905−28.5% | 減碼 |
| Cox Capital Mgt LLC | 2,345 | $78.3 萬 | 0.49% | −2,108−47.3% | 減碼 |
| Burford Brothers, Inc. | 2,375 | $78.4 萬 | 0.32% | −448−15.9% | 減碼 |
| Lakeshore Capital Group, Inc. | 2,376 | $78.4 萬 | 0.63% | +79+3.4% | 加碼 |
| Armis Advisers, LLC | 2,849 | $78.5 萬 | 0.09% | −1,688−37.2% | 減碼 |
| Parcion Private Wealth LLC | 2,382 | $78.6 萬 | 0.05% | −70−2.9% | 減碼 |
| Cornercap Investment Counsel Inc | 2,385 | $78.7 萬 | 0.39% | −32−1.3% | 減碼 |
| Taylor Hoffman Capital Management LLC | 2,391 | $78.9 萬 | 0.24% | +207+9.5% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 2,400 | $78.9 萬 | 0.04% | +2,400 | 新進 |
| Golden State Equity Partners | 2,394 | $79.0 萬 | 0.13% | +25+1.1% | 加碼 |
| George Kaiser Family Foundation | 2,395 | $79.1 萬 | 0.11% | 00.0% | 不變 |