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 | 3,054 | $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 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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 21,058 | $695.1 萬 | 0.26% | −8,862−29.6% | 減碼 |
| Gluskin Sheff & Assoc Inc | 21,024 | $694.0 萬 | 0.96% | −2,969−12.4% | 減碼 |
| Summit Financial, LLC | 20,970 | $692.2 萬 | 0.10% | +2,183+11.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 20,153 | $689.3 萬 | 0.15% | −1,796−8.2% | 減碼 |
| Allen Capital Group, LLC | 20,759 | $685.3 萬 | 0.63% | +1,949+10.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 20,750 | $685.0 萬 | 0.34% | −558−2.6% | 減碼 |
| Inspire Trust Co, N.A. | 20,708 | $683.6 萬 | 1.12% | +3,008+17.0% | 加碼 |
| Checchi Capital Advisers, LLC | 20,678 | $682.6 萬 | 0.46% | −893−4.1% | 減碼 |
| SBI Securities Co., Ltd. | 20,670 | $682.3 萬 | 0.18% | −5,403−20.7% | 減碼 |
| Ancora Advisors, LLC | 20,662 | $682.1 萬 | 0.14% | −3,815−15.6% | 減碼 |
| Harbor Investment Advisory, LLC | 20,544 | $678.2 萬 | 0.51% | +186+0.9% | 加碼 |
| Value Partners Investments Inc. | 20,454 | $675.6 萬 | 0.52% | −1,931−8.6% | 減碼 |
| Unison Asset Management LLC | 20,453 | $670.0 萬 | 3.00% | +1,677+8.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 20,163 | $665.6 萬 | 0.47% | +3,895+23.9% | 加碼 |
| Advisors Capital Management, LLC | 20,108 | $663.8 萬 | 0.08% | +377+1.9% | 加碼 |
| Centric Wealth Management | 23,242 | $663.8 萬 | 1.40% | −14,343−38.2% | 減碼 |
| Greenwich Wealth Management LLC | 20,009 | $660.5 萬 | 0.29% | −113−0.6% | 減碼 |
| Citizens Financial Group Inc | 19,982 | $659.6 萬 | 0.09% | −7,521−27.3% | 減碼 |
| San Luis Wealth Advisors LLC | 19,932 | $658.0 萬 | 1.10% | −435−2.1% | 減碼 |
| SRS Capital Advisors, Inc. | 19,892 | $656.7 萬 | 0.19% | −16,662−45.6% | 減碼 |
| DJE Kapital AG | 19,602 | $656.0 萬 | 0.18% | +19,602 | 新進 |
| Banque Cantonale Vaudoise | 19,739 | $651.5 萬 | 0.23% | +3,789+23.8% | 加碼 |
| Lee Danner & Bass Inc | 19,712 | $650.7 萬 | 0.47% | −369−1.8% | 減碼 |
| Kennedy Capital Management, Inc. | 19,707 | $650.5 萬 | 0.14% | −10,399−34.5% | 減碼 |
| Anchor Capital Advisors LLC | 19,702 | $650.4 萬 | 0.19% | −5,510−21.9% | 減碼 |
| Maven Securities LTD | 19,604 | $647.7 萬 | 0.82% | +19,604 | 新進 |
| Capital Investment Advisors, LLC | 19,488 | $643.3 萬 | 0.10% | −440−2.2% | 減碼 |
| Ritholtz Wealth Management | 19,479 | $643.0 萬 | 0.12% | +1,526+8.5% | 加碼 |
| Hilltop Holdings Inc. | 19,447 | $642.0 萬 | 0.39% | −1,281−6.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 18,394 | $641.9 萬 | 0.13% | +117+0.6% | 加碼 |
| Hantz Financial Services, Inc. | 19,441 | $641.8 萬 | 0.09% | −1,269−6.1% | 減碼 |
| Plato Investment Management Ltd | 19,276 | $639.4 萬 | 0.42% | +399+2.1% | 加碼 |
| Biondo Investment Advisors, LLC | 19,338 | $638.4 萬 | 0.77% | −2,720−12.3% | 減碼 |
| Taproot Management LP | 19,273 | $636.2 萬 | 1.03% | +19,273 | 新進 |
| Evoke Wealth, LLC | 19,187 | $633.4 萬 | 0.12% | +15+0.1% | 加碼 |
| EFG International AG | 19,062 | $629.3 萬 | 0.12% | +19,062 | 新進 |
| Foundations Investment Advisors, LLC | 19,033 | $628.3 萬 | 0.08% | +1,678+9.7% | 加碼 |
| RNC Capital Management LLC | 19,005 | $627.4 萬 | 0.29% | −6,528−25.6% | 減碼 |
| TCG Advisory Services, LLC | 18,931 | $624.9 萬 | 0.17% | +402+2.2% | 加碼 |
| Axxcess Wealth Management, LLC | 18,902 | $624.0 萬 | 0.11% | +611+3.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 18,880 | $623.3 萬 | 0.29% | +2,015+11.9% | 加碼 |
| Profund Advisors LLC | 18,792 | $620.3 萬 | 0.19% | +3,044+19.3% | 加碼 |
| Wedge Capital Management L L P | 18,645 | $615.5 萬 | 0.11% | −6,786−26.7% | 減碼 |
| GAMMA Investing LLC | 18,636 | $615.2 萬 | 0.31% | +3,216+20.9% | 加碼 |
| Stelac Advisory Services LLC | 18,610 | $614.3 萬 | 2.17% | +18,610 | 新進 |
| Puzo Michael J | 18,537 | $611.9 萬 | 1.67% | −1,068−5.4% | 減碼 |
| Alta Capital Management LLC | 18,495 | $610.6 萬 | 0.41% | −5,638−23.4% | 減碼 |
| MMBG Investment Advisors Co. | 18,346 | $605.6 萬 | 0.51% | +103+0.6% | 加碼 |
| Venturi Wealth Management, LLC | 18,332 | $605.1 萬 | 0.27% | +1,882+11.4% | 加碼 |
| Robeco Schweiz AG | 18,261 | $602.8 萬 | 0.14% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 18,240 | $602.1 萬 | 0.42% | −815−4.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 18,182 | $600.2 萬 | 0.66% | −943−4.9% | 減碼 |
| Evergreen Capital Management LLC | 18,153 | $599.2 萬 | 0.13% | −1,714−8.6% | 減碼 |
| Victrix Investment Advisors | 18,145 | $599.0 萬 | 2.32% | +3,681+25.4% | 加碼 |
| Bensler, LLC | 18,077 | $596.7 萬 | 0.60% | −158−0.9% | 減碼 |
| Stokes Capital Advisors, LLC | 18,050 | $595.8 萬 | 1.36% | −620−3.3% | 減碼 |
| Schmidt P J Investment Management Inc | 18,031 | $595.2 萬 | 0.97% | −1,421−7.3% | 減碼 |
| Ceera Investments, LLC | 18,014 | $594.7 萬 | 2.30% | −1,015−5.3% | 減碼 |
| Tradition Wealth Management, LLC | 17,993 | $594.0 萬 | 0.43% | −1,273−6.6% | 減碼 |
| Roundview Capital LLC | 17,979 | $593.5 萬 | 0.37% | +20+0.1% | 加碼 |
| Gabelli Funds LLC | 17,890 | $590.6 萬 | 0.04% | −4,095−18.6% | 減碼 |
| Smithbridge Asset Management Inc | 17,872 | $590.0 萬 | 0.50% | +3,499+24.3% | 加碼 |
| Saranac Partners Ltd | 17,821 | $588.0 萬 | 2.30% | +3,347+23.1% | 加碼 |
| Spire Wealth Management | 17,796 | $587.5 萬 | 0.20% | +395+2.3% | 加碼 |
| Greenleaf Trust | 17,782 | $587.0 萬 | 0.05% | −393−2.2% | 減碼 |
| Alden Global Capital LLC | 17,750 | $585.9 萬 | 3.05% | +17,750 | 新進 |
| Principle Wealth Partners LLC | 17,676 | $583.5 萬 | 0.33% | +1,223+7.4% | 加碼 |
| Citizens National Bank Trust Department | 17,532 | $578.7 萬 | 1.00% | −490−2.7% | 減碼 |
| GTS Securities LLC | 17,532 | $578.7 萬 | 0.20% | +13,113+296.7% | 加碼 |
| Elwood Capital Partners LP | 17,528 | $578.6 萬 | 4.95% | −17,500−50.0% | 減碼 |
| Brookstone Capital Management | 17,485 | $577.2 萬 | 0.07% | −230−1.3% | 減碼 |
| Wealthspire Advisors, LLC | 17,398 | $574.3 萬 | 0.05% | +5,777+49.7% | 加碼 |
| Americana Partners, LLC | 17,394 | $574.2 萬 | 0.16% | +3,003+20.9% | 加碼 |
| Fieldview Capital Management, LLC | 17,389 | $574.0 萬 | 0.97% | +17,389 | 新進 |
| Clearstead Advisors, LLC | 17,342 | $572.5 萬 | 0.07% | −134−0.8% | 減碼 |
| Bellecapital International Ltd. | 17,337 | $572.3 萬 | 1.02% | +889+5.4% | 加碼 |
| Cohen Klingenstein LLC | 17,289 | $570.7 萬 | 0.17% | +39+0.2% | 加碼 |
| Hodges Capital Management Inc. | 17,223 | $568.6 萬 | 0.49% | +161+0.9% | 加碼 |
| Great Waters Wealth Management | 17,197 | $567.7 萬 | 0.62% | −49−0.3% | 減碼 |
| Penserra Capital Management LLC | 17,180 | $567.0 萬 | 0.07% | +7,487+77.2% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 16,995 | $564.5 萬 | 0.54% | +249+1.5% | 加碼 |
| Agf Management Ltd | 17,039 | $562.5 萬 | 0.02% | −877−4.9% | 減碼 |
| Icon Wealth Advisors, LLC | 16,956 | $561.8 萬 | 0.37% | +1,355+8.7% | 加碼 |
| Busey Wealth Management | 17,015 | $561.7 萬 | 0.15% | +1,844+12.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 17,001 | $561.2 萬 | 0.44% | +2,127+14.3% | 加碼 |
| Ledyard National Bank | 16,946 | $559.4 萬 | 0.48% | −866−4.9% | 減碼 |
| Blue Edge Capital, LLC | 16,813 | $555.0 萬 | 0.74% | +800+5.0% | 加碼 |
| Mutual Advisors, LLC | 16,771 | $553.6 萬 | 0.12% | −957−5.4% | 減碼 |
| Consolidated Investment Group LLC | 16,750 | $552.9 萬 | 0.66% | 00.0% | 不變 |
| Ballentine Partners, LLC | 16,719 | $551.9 萬 | 0.08% | +550+3.4% | 加碼 |
| DC Investments Management, LLC | 16,692 | $551.0 萬 | 2.44% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 16,690 | $550.9 萬 | 0.08% | −657−3.8% | 減碼 |
| International Assets Investment Management, LLC | 226,009 | $550.0 萬 | 0.38% | +212,785+1,609.1% | 加碼 |
| Smith, Salley & Associates | 16,633 | $549.1 萬 | 0.27% | +3,760+29.2% | 加碼 |
| Clear Street Markets LLC | 16,600 | $548.0 萬 | 0.98% | −1,282−7.2% | 減碼 |
| Bell Asset Management Ltd | 16,543 | $547.8 萬 | 1.46% | −2,486−13.1% | 減碼 |
| Bryn Mawr Trust Co | 16,555 | $546.5 萬 | 0.13% | −336−2.0% | 減碼 |
| Nicholas Company, Inc. | 16,547 | $546.2 萬 | 0.10% | 00.0% | 不變 |
| Winmill & Co. Inc | 16,475 | $543.9 萬 | 1.45% | 00.0% | 不變 |
| Stolper Co | 16,303 | $538.2 萬 | 1.59% | +387+2.4% | 加碼 |