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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 1,814 | $95.0 萬 | 0.09% | −86−4.5% | 減碼 |
| Elyxium Wealth, LLC | 1,819 | $95.3 萬 | 0.42% | +1,278+236.2% | 加碼 |
| Sierra Capital LLC | 1,819 | $95.3 萬 | 0.11% | −2,757−60.2% | 減碼 |
| Alpha Family Trust | 1,820 | $95.3 萬 | 0.56% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 1,820 | $95.3 萬 | 0.39% | +110+6.4% | 加碼 |
| HMV Wealth Advisors, LLC | 1,827 | $95.7 萬 | 0.76% | −30−1.6% | 減碼 |
| Kelman-Lazarov, Inc. | 1,829 | $95.8 萬 | 0.17% | −36−1.9% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $95.8 萬 | 0.00% | 00.0% | 不變 |
| MWA Asset Management | 1,829 | $95.8 萬 | 0.66% | −1,980−52.0% | 減碼 |
| Convergence Investment Partners, LLC | 1,831 | $95.9 萬 | 0.27% | −320−14.9% | 減碼 |
| Aviso Wealth Management | 1,831 | $95.9 萬 | 0.51% | +503+37.9% | 加碼 |
| Founders Capital Management, LLC | 1,835 | $96.1 萬 | 0.18% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,838 | $96.3 萬 | 0.10% | −25−1.3% | 減碼 |
| AA Financial Advisors, LLC | 1,838 | $96.3 萬 | 0.23% | −35−1.9% | 減碼 |
| Asset Planning,Inc | 1,839 | $96.3 萬 | 0.76% | −252−12.1% | 減碼 |
| CoreCap Advisors, LLC | 1,839 | $96.3 萬 | 0.04% | −1,714−48.2% | 減碼 |
| Profit Investment Management, LLC | 1,840 | $96.4 萬 | 0.89% | −134−6.8% | 減碼 |
| Ameriflex Group, Inc. | 1,846 | $96.7 萬 | 0.40% | +1,089+143.9% | 加碼 |
| Smart Portfolios, LLC | 1,857 | $97.3 萬 | 1.06% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 1,857 | $97.3 萬 | 0.71% | +8+0.4% | 加碼 |
| Apella Capital, LLC | 1,682 | $97.3 萬 | 0.03% | +515+44.1% | 加碼 |
| Fjell Capital, LLC | 1,860 | $97.4 萬 | 0.99% | +166+9.8% | 加碼 |
| Clarus Group, Inc. | 1,861 | $97.5 萬 | 0.38% | −201−9.7% | 減碼 |
| United Advisor Group, LLC | 1,873 | $98.1 萬 | 0.20% | −233−11.1% | 減碼 |
| Howard Bailey Securities, LLC | 1,875 | $98.2 萬 | 0.33% | +494+35.8% | 加碼 |
| North Ridge Wealth Advisors, Inc. | 1,883 | $98.6 萬 | 0.66% | −111−5.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 1,889 | $98.9 萬 | 0.07% | +55+3.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 1,892 | $99.1 萬 | 0.28% | −161−7.8% | 減碼 |
| Maxele Advisors, LLC | 1,893 | $99.1 萬 | 0.96% | −11−0.6% | 減碼 |
| KG&L Capital Management,LLC | 1,902 | $99.6 萬 | 0.32% | −159−7.7% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 1,903 | $99.6 萬 | 0.14% | +63+3.4% | 加碼 |
| Atlas Legacy Advisors, LLC | 1,903 | $99.7 萬 | 0.25% | −251−11.7% | 減碼 |
| Wealthstream Advisors, Inc. | 1,919 | $100.5 萬 | 0.19% | −20−1.0% | 減碼 |
| Prosperity Financial Group, Inc. | 1,920 | $100.5 萬 | 0.50% | +12+0.6% | 加碼 |
| Cumberland Partners Ltd | 1,920 | $100.6 萬 | 0.08% | −33,110−94.5% | 減碼 |
| Fort Point Capital Partners LLC | 1,921 | $100.6 萬 | 0.11% | +151+8.5% | 加碼 |
| Dark Forest Capital Management LP | 1,925 | $100.8 萬 | 0.05% | +30+1.6% | 加碼 |
| GEN Financial Management, INC. | 1,931 | $101.2 萬 | 0.69% | −20−1.0% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,735 | $101.2 萬 | 0.46% | −25−1.4% | 減碼 |
| Keb Asset Management, LLC | 1,934 | $101.3 萬 | 0.29% | +1,934 | 新進 |
| FSB Premier Wealth Management, Inc. | 1,935 | $101.4 萬 | 0.40% | +106+5.8% | 加碼 |
| Sunbelt Securities, Inc. | 1,944 | $101.8 萬 | 0.09% | −311−13.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 1,944 | $101.8 萬 | 0.23% | −105−5.1% | 減碼 |
| Sovran Advisors, LLC | 2,243 | $101.9 萬 | 0.13% | −286−11.3% | 減碼 |
| New Republic Capital, LLC | 1,951 | $102.2 萬 | 0.44% | +51+2.7% | 加碼 |
| Franklin Street Advisors Inc | 1,953 | $102.3 萬 | 0.07% | −169−8.0% | 減碼 |
| Twelve Points Wealth Management LLC | 1,958 | $102.6 萬 | 0.28% | +303+18.3% | 加碼 |
| WealthTrust Axiom LLC | 1,959 | $102.6 萬 | 0.31% | 00.0% | 不變 |
| Parkside Investments, LLC | 1,978 | $103.6 萬 | 0.15% | +501+33.9% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 1,979 | $103.7 萬 | 0.54% | +34+1.7% | 加碼 |
| Inceptionr LLC | 1,981 | $103.8 萬 | 0.31% | +1,981 | 新進 |
| BFSG, LLC | 1,984 | $103.9 萬 | 0.13% | −5,192−72.4% | 減碼 |
| Postrock Partners LLC | 1,985 | $104.0 萬 | 0.51% | −59−2.9% | 減碼 |
| Armstrong Advisory Group, Inc | 2,060 | $104.2 萬 | 0.08% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,993 | $104.4 萬 | 0.04% | +50+2.6% | 加碼 |
| Landing Point Financial Group, LLC | 1,993 | $104.4 萬 | 0.79% | −33−1.6% | 減碼 |
| Lumbard & Kellner, LLC | 2,000 | $104.8 萬 | 0.46% | 00.0% | 不變 |
| Epiq Partners, LLC | 2,000 | $104.8 萬 | 0.55% | 00.0% | 不變 |
| Enhancing Capital LLC | 2,000 | $104.8 萬 | 0.84% | 00.0% | 不變 |
| Cassia Capital Partners, LLC | 2,001 | $104.8 萬 | 0.65% | +144+7.8% | 加碼 |
| Huntleigh Advisors, Inc. | 2,016 | $105.6 萬 | 0.18% | −16−0.8% | 減碼 |
| Intrua Financial, LLC | 2,017 | $105.6 萬 | 0.17% | −559−21.7% | 減碼 |
| Semanteon Capital Management, LP | 2,020 | $105.8 萬 | 0.57% | −432−17.6% | 減碼 |
| Legato Capital Management LLC | 2,021 | $105.8 萬 | 0.14% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 2,028 | $106.2 萬 | 0.25% | −240−10.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,029 | $106.3 萬 | 0.19% | −489−19.4% | 減碼 |
| Benchmark Investment Advisors LLC | 2,032 | $106.4 萬 | 0.69% | −1,197−37.1% | 減碼 |
| Scientech Research LLC | 2,034 | $106.5 萬 | 0.28% | −726−26.3% | 減碼 |
| Camden National Bank | 2,037 | $106.7 萬 | 0.16% | −238−10.5% | 減碼 |
| Semmax Financial Advisors Inc. | 2,808 | $106.9 萬 | 0.29% | −43−1.5% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,041 | $106.9 萬 | 0.20% | −639−23.8% | 減碼 |
| Peak Asset Management, LLC | 2,041 | $106.9 萬 | 0.20% | +4+0.2% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 2,042 | $106.9 萬 | 0.31% | +194+10.5% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,044 | $107.1 萬 | 0.28% | +2,044 | 新進 |
| Carolinas Wealth Consulting LLC | 2,046 | $107.2 萬 | 0.23% | −30−1.4% | 減碼 |
| Peachtree Investment Partners, LLC | 2,047 | $107.2 萬 | 0.42% | −41−2.0% | 減碼 |
| Versant Capital Management, Inc | 2,049 | $107.3 萬 | 0.18% | +673+48.9% | 加碼 |
| Yoffe Investment Management, LLC | 2,056 | $107.7 萬 | 1.58% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 2,060 | $107.9 萬 | 0.58% | +78+3.9% | 加碼 |
| Aspire Private Capital, LLC | 2,061 | $107.9 萬 | 0.27% | +119+6.1% | 加碼 |
| Richard P Slaughter Associates Inc | 2,062 | $108.0 萬 | 0.25% | +2,062 | 新進 |
| Heritage Wealth Management, Inc. | 2,067 | $108.3 萬 | 0.37% | −291−12.3% | 減碼 |
| Diamant Asset Management, Inc. | 2,070 | $108.4 萬 | 0.82% | +250+13.7% | 加碼 |
| LRI Investments, LLC | 18,748 | $108.5 萬 | 0.10% | +105+0.6% | 加碼 |
| FLC Capital Advisors | 2,073 | $108.6 萬 | 0.24% | −82−3.8% | 減碼 |
| Midland Wealth Advisors LLC | 2,080 | $108.9 萬 | 0.06% | −435−17.3% | 減碼 |
| Sunburst Financial Group, LLC | 2,081 | $109.0 萬 | 0.27% | +59+2.9% | 加碼 |
| Medallion Wealth Advisors, LLC | 2,085 | $109.1 萬 | 0.50% | +495+31.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,090 | $109.5 萬 | 0.72% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,093 | $109.6 萬 | 0.10% | −10.0% | 減碼 |
| Core Wealth Partners LLC | 2,093 | $109.6 萬 | 0.64% | +797+61.5% | 加碼 |
| Numerai GP LLC | 2,097 | $109.8 萬 | 0.21% | +2,097 | 新進 |
| Patrick M Sweeney & Associates, Inc | 2,100 | $110.0 萬 | 0.82% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 2,101 | $110.0 萬 | 0.80% | 00.0% | 不變 |
| Echo Wealth Management, LLC | 2,112 | $110.6 萬 | 0.75% | +2,112 | 新進 |
| Beck Mack & Oliver LLC | 2,116 | $110.8 萬 | 0.02% | −5−0.2% | 減碼 |
| Fullcircle Wealth LLC | 2,639 | $110.9 萬 | 0.46% | −314−10.6% | 減碼 |
| KFG Wealth Management, LLC | 2,117 | $110.9 萬 | 0.20% | +81+4.0% | 加碼 |
| Wallace Capital Management Inc. | 2,119 | $111.0 萬 | 0.14% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 2,122 | $111.1 萬 | 0.24% | 00.0% | 不變 |