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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 1,565 | $82.0 萬 | 0.37% | −55−3.4% | 減碼 |
| IVC Wealth Advisors LLC | 1,566 | $82.0 萬 | 0.44% | −69−4.2% | 減碼 |
| West Paces Advisors Inc. | 1,576 | $82.5 萬 | 0.19% | +12+0.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,578 | $82.6 萬 | 0.01% | −846−34.9% | 減碼 |
| Alteri Wealth LLC | 1,582 | $82.9 萬 | 0.36% | +415+35.6% | 加碼 |
| GW Henssler & Associates Ltd | 1,584 | $83.0 萬 | 0.05% | +18+1.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 1,584 | $83.0 萬 | 0.10% | −1,149−42.0% | 減碼 |
| Chapin Davis, Inc. | 1,584 | $83.0 萬 | 0.28% | −32−2.0% | 減碼 |
| Cyr Financial Inc. | 1,586 | $83.1 萬 | 0.74% | +71+4.7% | 加碼 |
| Hohimer Wealth Management, LLC | 1,586 | $83.1 萬 | 0.16% | −7,707−82.9% | 減碼 |
| True North Advisors, LLC | 1,589 | $83.2 萬 | 0.15% | −171−9.7% | 減碼 |
| Axis Wealth Partners, LLC | 1,589 | $83.2 萬 | 0.62% | −19−1.2% | 減碼 |
| Callan Capital, LLC | 1,592 | $83.4 萬 | 0.06% | −178−10.1% | 減碼 |
| Principal Street Partners, LLC | 1,593 | $83.5 萬 | 0.16% | −31−1.9% | 減碼 |
| First Financial Corp | 1,599 | $83.7 萬 | 0.40% | −402−20.1% | 減碼 |
| Texas Capital Bancshares Inc | 1,600 | $83.8 萬 | 0.36% | −64−3.8% | 減碼 |
| RiverGlades Family Offices LLC | 1,600 | $83.8 萬 | 0.60% | 00.0% | 不變 |
| Seeds Investor LLC | 1,602 | $83.9 萬 | 0.24% | −247−13.4% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 1,604 | $84.0 萬 | 0.15% | −143−8.2% | 減碼 |
| Gilbert & Cook, Inc. | 1,605 | $84.1 萬 | 0.12% | +41+2.6% | 加碼 |
| Baldwin Brothers Inc | 1,614 | $84.5 萬 | 0.06% | −40−2.4% | 減碼 |
| Iams Wealth Management, LLC | 1,614 | $84.5 萬 | 0.39% | −587−26.7% | 減碼 |
| EdgeRock Capital LLC | 1,615 | $84.6 萬 | 0.60% | −180−10.0% | 減碼 |
| Raleigh Capital Management Inc. | 1,620 | $84.8 萬 | 0.38% | −292−15.3% | 減碼 |
| Corundum Trust Company, INC | 1,620 | $84.8 萬 | 2.45% | +16+1.0% | 加碼 |
| Claris Advisors, LLC | 1,620 | $84.8 萬 | 0.32% | +38+2.4% | 加碼 |
| BCS Wealth Management | 1,623 | $85.0 萬 | 0.22% | +485+42.6% | 加碼 |
| 1st Source Bank | 1,635 | $85.6 萬 | 0.05% | −56−3.3% | 減碼 |
| Northwest Bancshares, Inc. | 1,640 | $85.9 萬 | 0.16% | −29−1.7% | 減碼 |
| SFMG, LLC | 1,641 | $85.9 萬 | 0.07% | −230−12.3% | 減碼 |
| Inspire Advisors, LLC | 1,642 | $86.0 萬 | 0.10% | −29−1.7% | 減碼 |
| Droms Strauss Advisors Inc | 1,645 | $86.2 萬 | 0.30% | 00.0% | 不變 |
| Summit Wealth Group, LLC | 1,645 | $86.2 萬 | 0.25% | +6+0.4% | 加碼 |
| Proffitt & Goodson Inc | 1,646 | $86.2 萬 | 0.14% | +11+0.7% | 加碼 |
| Arvest Bank Trust Division | 1,647 | $86.3 萬 | 0.05% | +154+10.3% | 加碼 |
| Golden State Wealth Management, LLC | 1,647 | $86.3 萬 | 0.13% | −67−3.9% | 減碼 |
| Capital Market Strategies LLC | 1,649 | $86.4 萬 | 0.58% | −236−12.5% | 減碼 |
| Heron Bay Capital Management | 1,653 | $86.6 萬 | 0.18% | −6−0.4% | 減碼 |
| Floyd Financial Group LLC | 1,655 | $86.7 萬 | 0.78% | +5+0.3% | 加碼 |
| Kanawha Capital Management LLC | 1,655 | $86.7 萬 | 0.07% | +254+18.1% | 加碼 |
| Arcus Capital Partners, LLC | 1,655 | $86.7 萬 | 0.35% | +282+20.5% | 加碼 |
| Clean Yield Group | 1,656 | $86.7 萬 | 0.28% | −178−9.7% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 1,663 | $87.1 萬 | 0.60% | +13+0.8% | 加碼 |
| Rogco, LP | 1,664 | $87.2 萬 | 0.35% | −561−25.2% | 減碼 |
| Marotta Asset Management | 1,492 | $87.2 萬 | 0.17% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 1,662 | $87.2 萬 | 0.32% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 1,666 | $87.3 萬 | 0.38% | −29−1.7% | 減碼 |
| Peoples Bank | 1,677 | $87.8 萬 | 0.60% | 00.0% | 不變 |
| Second Half Financial Partners, LLC | 1,677 | $87.8 萬 | 0.44% | −123−6.8% | 減碼 |
| Wealth Group Ltd | 1,678 | $87.9 萬 | 0.26% | −99−5.6% | 減碼 |
| Agate Pass Investment Management, LLC | 1,690 | $88.5 萬 | 0.38% | +61+3.7% | 加碼 |
| Seven Mile Advisory | 1,693 | $88.7 萬 | 0.59% | +110+6.9% | 加碼 |
| Gould Asset Management LLC | 1,693 | $88.7 萬 | 0.18% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 1,695 | $88.8 萬 | 0.19% | +1,695 | 新進 |
| Davies Financial Advisors, Inc. | 1,700 | $89.1 萬 | 0.76% | −14−0.8% | 減碼 |
| Phoenix Wealth Advisors | 1,701 | $89.1 萬 | 0.39% | +49+3.0% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 1,701 | $89.1 萬 | 0.74% | +69+4.2% | 加碼 |
| Paladin Advisory Group, LLC | 1,710 | $89.6 萬 | 0.72% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,717 | $89.9 萬 | 0.10% | +45+2.7% | 加碼 |
| Founders Financial Alliance, LLC | 1,717 | $89.9 萬 | 0.22% | +761+79.6% | 加碼 |
| Soundwatch Capital LLC | 1,718 | $90.0 萬 | 0.41% | −204−10.6% | 減碼 |
| Thrive Wealth Management, LLC | 1,719 | $90.0 萬 | 0.17% | −79−4.4% | 減碼 |
| Bingham Private Wealth, LLC | 1,720 | $90.1 萬 | 0.93% | −59−3.3% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,720 | $90.1 萬 | 0.11% | +48+2.9% | 加碼 |
| Crawford Investment Counsel Inc | 1,721 | $90.2 萬 | 0.02% | −370−17.7% | 減碼 |
| Invera Wealth Advisors, LLC | 1,726 | $90.4 萬 | 0.58% | −1,114−39.2% | 減碼 |
| Tudor Financial Inc. | 1,728 | $90.5 萬 | 0.54% | −49−2.8% | 減碼 |
| TCM Advisors, LLC | – | $90.8 萬 | 0.79% | – | – |
| Park National Corp | 1,737 | $91.0 萬 | 0.03% | −251−12.6% | 減碼 |
| Clear Creek Financial Management, LLC | 1,737 | $91.0 萬 | 0.09% | +153+9.7% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,744 | $91.4 萬 | 0.12% | −183−9.5% | 減碼 |
| Aspen Wealth Strategies, LLC | 1,745 | $91.4 萬 | 0.60% | −30−1.7% | 減碼 |
| Sunflower Bank, N.A. | 1,746 | $91.4 萬 | 0.26% | +3+0.2% | 加碼 |
| Campion Asset Management LLC | 1,747 | $91.5 萬 | 0.71% | −70−3.9% | 減碼 |
| Novem Group | 1,747 | $91.5 萬 | 0.13% | +58+3.4% | 加碼 |
| North Star Investment Management Corp. | 1,751 | $91.7 萬 | 0.07% | −94−5.1% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 1,752 | $91.7 萬 | 0.31% | +25+1.4% | 加碼 |
| Broadwater Capital Management LLC | 1,754 | $91.9 萬 | 0.72% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 1,755 | $91.9 萬 | 0.61% | −2,279−56.5% | 減碼 |
| Presidio Capital Management, LLC | 1,755 | $91.9 萬 | 0.38% | −8−0.5% | 減碼 |
| Webster Bank, N. A. | 1,756 | $92.0 萬 | 0.10% | −226−11.4% | 減碼 |
| 49 Wealth Management, LLC | 1,760 | $92.2 萬 | 0.11% | +507+40.5% | 加碼 |
| Wolff Wiese Magana LLC | 1,761 | $92.2 萬 | 0.63% | +1,337+315.3% | 加碼 |
| First Financial Bank - Trust Division | 1,764 | $92.4 萬 | 0.09% | −621−26.0% | 減碼 |
| Foundation Wealth Management, LLC | 1,765 | $92.5 萬 | 0.44% | +114+6.9% | 加碼 |
| Synergy Investment Management, LLC | 1,771 | $92.8 萬 | 0.39% | 00.0% | 不變 |
| Asset Management Group, Inc. | 1,773 | $92.9 萬 | 0.17% | +6+0.3% | 加碼 |
| Investment Partners, Ltd. | 1,776 | $93.0 萬 | 0.39% | −919−34.1% | 減碼 |
| Saturna Capital CORP | 1,776 | $93.0 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,778 | $93.1 萬 | 0.12% | −44−2.4% | 減碼 |
| FRG Family Wealth Advisors LLC | 1,787 | $93.6 萬 | 0.18% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 1,791 | $93.8 萬 | 0.13% | +111+6.6% | 加碼 |
| MJP Associates Inc | 1,792 | $93.8 萬 | 0.17% | −532−22.9% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 1,792 | $93.8 萬 | 0.21% | −7−0.4% | 減碼 |
| WealthBridge Capital Management, LLC | 1,797 | $94.1 萬 | 0.27% | −168−8.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,798 | $94.2 萬 | 0.53% | +26+1.5% | 加碼 |
| Capital Management Associates | 1,800 | $94.3 萬 | 1.84% | −1,655−47.9% | 減碼 |
| My Personal CFO, LLC | 1,801 | $94.3 萬 | 0.48% | −21−1.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 1,867 | $94.4 萬 | 0.31% | 00.0% | 不變 |
| Crux Wealth Advisors | 1,810 | $94.8 萬 | 0.49% | −133−6.8% | 減碼 |