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 1 季 13F 持有人
UnitedHealth Group Inc 在 2025/3/31 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
- 3,613
- 較 2024 年第 4 季 −9 家
- 持有股數
- 8.11 億
- 較 2024 年第 4 季 +1,061 萬 (+1.3%)
- 總市值
- $4,243 億
- 較 2024 年第 4 季 +$196.6 億 (+4.9%)
- 新進機構
- 208
- 另有 1,410 家加碼
- 清倉機構
- 217
- 另有 1,667 家減碼
另有 62 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 1,161 | $60.8 萬 | 0.06% | −2,216−65.6% | 減碼 |
| Curbstone Financial Management Corp | 1,164 | $61.0 萬 | 0.13% | 00.0% | 不變 |
| 360 Financial, Inc. | 1,167 | $61.1 萬 | 0.22% | +79+7.3% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,168 | $61.2 萬 | 0.56% | −1,688−59.1% | 減碼 |
| Traphagen Investment Advisors LLC | 1,168 | $61.2 萬 | 0.06% | −4−0.3% | 減碼 |
| Canal Capital Management, LLC | 1,169 | $61.2 萬 | 0.10% | −12,388−91.4% | 減碼 |
| Arcataur Capital Management LLC | 1,172 | $61.4 萬 | 0.21% | −80−6.4% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,173 | $61.4 萬 | 0.25% | +344+41.5% | 加碼 |
| TBH Global Asset Management, LLC | 1,174 | $61.5 萬 | 0.12% | +18+1.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 1,051 | $61.5 萬 | 0.44% | −463−30.6% | 減碼 |
| Armbruster Capital Management, Inc. | 1,175 | $61.5 萬 | 0.12% | −3−0.3% | 減碼 |
| Laurion Capital Management LP | 1,175 | $61.5 萬 | 0.05% | +1,175 | 新進 |
| Persium Advisors, LLC | 1,178 | $61.7 萬 | 0.58% | +192+19.5% | 加碼 |
| Carson Advisory Inc. | 1,178 | $61.7 萬 | 0.42% | 00.0% | 不變 |
| LongView Wealth Management | 1,181 | $61.8 萬 | 0.19% | −4−0.3% | 減碼 |
| First City Capital Management, Inc. | 1,183 | $62.0 萬 | 0.37% | +52+4.6% | 加碼 |
| Centerpoint Advisors, LLC | 1,184 | $62.0 萬 | 0.23% | −204−14.7% | 減碼 |
| Atlas Brown,Inc. | 1,184 | $62.0 萬 | 0.22% | −67−5.4% | 減碼 |
| Whipplewood Advisors, LLC | 1,122 | $62.1 萬 | 0.37% | −114−9.2% | 減碼 |
| Winthrop Advisory Group LLC | 1,186 | $62.1 萬 | 0.07% | −115−8.8% | 減碼 |
| Elevated Capital Advisors, LLC | 1,186 | $62.1 萬 | 0.17% | +35+3.0% | 加碼 |
| Code Waechter LLC | 1,189 | $62.3 萬 | 0.51% | −64−5.1% | 減碼 |
| Severin Investments, LLC | 1,195 | $62.6 萬 | 0.63% | −599−33.4% | 減碼 |
| Parcion Private Wealth LLC | 1,199 | $62.8 萬 | 0.05% | +37+3.2% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,201 | $62.9 萬 | 0.03% | −106,598−98.9% | 減碼 |
| Twin City Private Wealth, LLC | 1,202 | $63.0 萬 | 0.55% | −91−7.0% | 減碼 |
| Leo Wealth, LLC | 1,202 | $63.0 萬 | 0.09% | −94−7.3% | 減碼 |
| NFP Retirement, Inc. | 1,202 | $63.0 萬 | 0.05% | −52−4.1% | 減碼 |
| Novak & Powell Financial Services, Inc. | 1,203 | $63.0 萬 | 0.39% | −98−7.5% | 減碼 |
| Salomon & Ludwin, LLC | 1,211 | $63.4 萬 | 0.07% | 00.0% | 不變 |
| PCG Asset Management, LLC | 1,211 | $63.4 萬 | 0.59% | +57+4.9% | 加碼 |
| Valley National Advisers Inc | 1,215 | $63.5 萬 | 0.11% | +88+7.8% | 加碼 |
| Coign Capital Advisors LLC | 1,213 | $63.5 萬 | 0.49% | −180−12.9% | 減碼 |
| NavPoint Financial, Inc. | 1,215 | $63.6 萬 | 0.45% | 00.0% | 不變 |
| New Century Financial Group, LLC | 1,215 | $63.6 萬 | 0.74% | −120−9.0% | 減碼 |
| Hoxton Planning & Management, LLC | 1,218 | $63.8 萬 | 0.24% | −190−13.5% | 減碼 |
| Ullmann Financial Group, Inc. | 1,225 | $64.2 萬 | 0.09% | −190−13.4% | 減碼 |
| Midwest Financial Group LLC | 1,227 | $64.3 萬 | 0.37% | +4+0.3% | 加碼 |
| Goldstein Advisors, LLC | 1,229 | $64.3 萬 | 0.09% | +14+1.2% | 加碼 |
| Charter Oak Capital Management, LLC | 1,229 | $64.3 萬 | 0.06% | −172−12.3% | 減碼 |
| Navellier & Associates Inc | 1,593 | $64.5 萬 | 0.09% | +5+0.3% | 加碼 |
| Auxano Advisors, LLC | 1,237 | $64.8 萬 | 0.17% | +9+0.7% | 加碼 |
| Monterey Private Wealth, Inc. | 1,237 | $64.8 萬 | 0.19% | +4+0.3% | 加碼 |
| Mindset Wealth Management, LLC | 1,243 | $65.1 萬 | 0.25% | −284−18.6% | 減碼 |
| Clifford Group, LLC | 1,244 | $65.2 萬 | 0.61% | −235−15.9% | 減碼 |
| Bard Financial Services, Inc. | 1,245 | $65.2 萬 | 0.08% | −765−38.1% | 減碼 |
| Benin Management CORP | 1,245 | $65.2 萬 | 0.19% | +535+75.4% | 加碼 |
| Tyler-Stone Wealth Management | 1,246 | $65.2 萬 | 0.12% | −119−8.7% | 減碼 |
| LeClair Wealth Partners LLC | 1,246 | $65.3 萬 | 0.47% | −1,404−53.0% | 減碼 |
| Congress Park Capital LLC | 1,250 | $65.5 萬 | 0.25% | +165+15.2% | 加碼 |
| Latitude Advisors, LLC | 1,251 | $65.5 萬 | 0.38% | −285−18.6% | 減碼 |
| Gateway Wealth Partners, LLC | 1,253 | $65.6 萬 | 0.15% | +95+8.2% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,254 | $65.7 萬 | 0.26% | −2,061−62.2% | 減碼 |
| Washington Trust Co | 1,257 | $65.8 萬 | 0.03% | −6−0.5% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,258 | $65.9 萬 | 0.14% | −11−0.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,258 | $65.9 萬 | 0.03% | +82+7.0% | 加碼 |
| Empirical Asset Management, LLC | 1,260 | $66.0 萬 | 0.23% | −20,596−94.2% | 減碼 |
| Vista Investment Partners LLC | 1,262 | $66.1 萬 | 0.20% | +446+54.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 1,264 | $66.1 萬 | 0.07% | −31−2.4% | 減碼 |
| Disciplined Investors, L.L.C. | 1,265 | $66.3 萬 | 0.60% | +2+0.2% | 加碼 |
| Prairiewood Capital, LLC | 1,266 | $66.3 萬 | 0.27% | 00.0% | 不變 |
| DDFG, Inc | 1,268 | $66.4 萬 | 0.18% | 00.0% | 不變 |
| ORG Partners LLC | 1,170 | $66.5 萬 | 0.16% | −969−45.3% | 減碼 |
| Gables Capital Management Inc. | 1,271 | $66.6 萬 | 0.33% | +140+12.4% | 加碼 |
| TFB Advisors LLC | 1,272 | $66.6 萬 | 0.19% | +33+2.7% | 加碼 |
| Grange Capital, LLC | 1,274 | $66.7 萬 | 0.78% | −130−9.3% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,691 | $66.7 萬 | 0.10% | +626+58.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,276 | $66.8 萬 | 0.26% | +65+5.4% | 加碼 |
| Altiora Financial Group, LLC | 1,278 | $66.9 萬 | 0.14% | −10−0.8% | 減碼 |
| Black Diamond Financial, LLC | 1,280 | $67.0 萬 | 0.10% | +8+0.6% | 加碼 |
| Copperleaf Capital, LLC | 1,281 | $67.1 萬 | 0.40% | −833−39.4% | 減碼 |
| Wealth Group, Ltd. | 1,282 | $67.1 萬 | 0.43% | −4−0.3% | 減碼 |
| Penobscot Wealth Management | 1,281 | $67.1 萬 | 0.28% | +12+0.9% | 加碼 |
| Crescent Grove Advisors, LLC | 1,281 | $67.1 萬 | 0.07% | +30+2.4% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,282 | $67.1 萬 | 0.07% | −10−0.8% | 減碼 |
| Center for Financial Planning, Inc. | 1,283 | $67.2 萬 | 0.09% | +152+13.4% | 加碼 |
| BCK Partners, Inc. | 1,285 | $67.3 萬 | 0.42% | 00.0% | 不變 |
| First Western Trust Bank | 1,287 | $67.4 萬 | 0.03% | −13−1.0% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,293 | $67.7 萬 | 0.06% | −837−39.3% | 減碼 |
| Farringdon Capital, Ltd. | 1,293 | $67.7 萬 | 0.34% | −2,182−62.8% | 減碼 |
| Monument Capital Management | 1,294 | $67.8 萬 | 0.21% | −494−27.6% | 減碼 |
| Lakeshore Capital Group, Inc. | 1,295 | $67.8 萬 | 0.65% | +30+2.4% | 加碼 |
| VeraBank, N.A. | 1,297 | $67.9 萬 | 0.19% | +6+0.5% | 加碼 |
| Granite Harbor Advisors, Inc. | 1,302 | $68.2 萬 | 0.36% | +183+16.4% | 加碼 |
| MEMBERS Trust Co | 1,302 | $68.2 萬 | 0.02% | +162+14.2% | 加碼 |
| Wealth Management Associates, Inc. | 1,302 | $68.2 萬 | 0.29% | −93−6.7% | 減碼 |
| Klingman & Associates, LLC | 1,306 | $68.4 萬 | 0.04% | −574−30.5% | 減碼 |
| Allium Financial Advisors, LLC | 1,307 | $68.5 萬 | 0.62% | +1,307 | 新進 |
| Aspetuck Financial Management LLC | 1,309 | $68.6 萬 | 0.59% | −5−0.4% | 減碼 |
| Titleist Asset Management, LLC | 1,313 | $68.7 萬 | 0.08% | −763−36.8% | 減碼 |
| Eagle Wealth Strategies LLC | 1,317 | $69.0 萬 | 0.42% | −354−21.2% | 減碼 |
| LS Investment Advisors, LLC | 1,325 | $69.4 萬 | 0.11% | −350−20.9% | 減碼 |
| ODonnell Financial Services, LLC | 1,328 | $69.6 萬 | 0.29% | +12+0.9% | 加碼 |
| Lebenthal Global Advisors, LLC | 1,336 | $70.0 萬 | 0.13% | +1,336 | 新進 |
| JB Capital LLC | 1,337 | $70.0 萬 | 0.04% | +140+11.7% | 加碼 |
| Security National Bank of So Dak | 1,343 | $70.3 萬 | 0.40% | +272+25.4% | 加碼 |
| Grant Private Wealth Management Inc | 1,345 | $70.4 萬 | 0.76% | +14+1.1% | 加碼 |
| Resurgent Financial Advisors LLC | 1,345 | $70.4 萬 | 0.42% | +41+3.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 1,346 | $70.5 萬 | 0.12% | −18−1.3% | 減碼 |
| Jamison Private Wealth Management, Inc. | 1,348 | $70.6 萬 | 0.11% | −23−1.7% | 減碼 |