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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 2,123 | $111.2 萬 | 0.14% | −63−2.9% | 減碼 |
| Arlington Trust Co LLC | 2,129 | $111.5 萬 | 0.24% | −194−8.4% | 減碼 |
| EPG Wealth Management LLC | 2,131 | $111.6 萬 | 0.31% | +1,661+353.4% | 加碼 |
| MBL Wealth, LLC | 2,132 | $111.7 萬 | 0.11% | −143−6.3% | 減碼 |
| Uncommon Cents Investing LLC | 2,135 | $111.8 萬 | 0.33% | −175−7.6% | 減碼 |
| Forte Capital LLC | 2,139 | $112.0 萬 | 0.13% | +79+3.8% | 加碼 |
| Amica Retiree Medical Trust | 2,143 | $112.2 萬 | 1.71% | −512−19.3% | 減碼 |
| Cable Hill Partners, LLC | 2,736 | $112.6 萬 | 0.11% | +625+29.6% | 加碼 |
| Members Wealth LLC | 2,149 | $112.6 萬 | 0.85% | −122−5.4% | 減碼 |
| Creekmur Asset Management LLC | 2,153 | $112.8 萬 | 0.24% | +1,404+187.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 2,156 | $112.9 萬 | 0.07% | −7,218−77.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,641 | $113.0 萬 | 0.39% | −970−26.9% | 減碼 |
| United Community Bank | 2,163 | $113.3 萬 | 0.42% | +88+4.2% | 加碼 |
| Castle Wealth Management LLC | 2,163 | $113.3 萬 | 0.44% | +72+3.4% | 加碼 |
| Unique Wealth Strategies, LLC | 2,172 | $113.8 萬 | 0.52% | −4−0.2% | 減碼 |
| Ames National Corp | 2,174 | $113.9 萬 | 0.76% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 2,252 | $113.9 萬 | 0.79% | −507−18.4% | 減碼 |
| McLean Asset Management Corp | 2,060 | $114.0 萬 | 0.38% | −82−3.8% | 減碼 |
| Covenant Partners, LLC | 2,178 | $114.1 萬 | 0.37% | 00.0% | 不變 |
| Claudia M.P. Batlle, CRP (R) LLC | 2,179 | $114.1 萬 | 0.28% | −15,548−87.7% | 減碼 |
| Sovereign Financial Group, Inc. | 2,180 | $114.2 萬 | 0.26% | +97+4.7% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 2,181 | $114.2 萬 | 0.19% | +806+58.6% | 加碼 |
| Taylor Hoffman Capital Management LLC | 2,184 | $114.2 萬 | 0.42% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 2,185 | $114.4 萬 | 0.62% | −94−4.1% | 減碼 |
| AGH Wealth Advisors, LLC | 2,185 | $114.4 萬 | 1.10% | +9+0.4% | 加碼 |
| Catalyst Capital Advisors LLC | 2,196 | $115.0 萬 | 0.02% | −120−5.2% | 減碼 |
| Weinberger Asset Management, Inc | 2,197 | $115.1 萬 | 0.49% | −23−1.0% | 減碼 |
| Intact Investment Management Inc. | 2,200 | $115.2 萬 | 0.04% | +1,200+120.0% | 加碼 |
| West Michigan Advisors, LLC | 2,205 | $115.5 萬 | 0.38% | −806−26.8% | 減碼 |
| Kozak & Associates, Inc. | 1,969 | $115.6 萬 | 0.29% | −39−1.9% | 減碼 |
| Verity & Verity, LLC | 2,209 | $115.7 萬 | 0.10% | +157+7.7% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,211 | $115.8 萬 | 0.45% | −7−0.3% | 減碼 |
| Centiva Capital, LP | 2,212 | $115.9 萬 | 0.07% | +1,000+82.5% | 加碼 |
| Mattern Wealth Management LLC | 2,213 | $115.9 萬 | 0.26% | −22−1.0% | 減碼 |
| Ethos Financial Group, LLC | 2,291 | $115.9 萬 | 0.11% | +17+0.7% | 加碼 |
| Advisor Resource Council | 2,327 | $116.2 萬 | 0.09% | +2,327 | 新進 |
| Pennsylvania Capital Management Inc | 2,219 | $116.2 萬 | 0.43% | +80+3.7% | 加碼 |
| Smith, Moore & Co. | 2,222 | $116.4 萬 | 0.11% | +61+2.8% | 加碼 |
| Avalon Trust Co | 2,224 | $116.5 萬 | 0.09% | −531−19.3% | 減碼 |
| Financial Management Professionals, Inc. | 2,224 | $116.5 萬 | 0.15% | +17+0.8% | 加碼 |
| Advyzon Investment Management, LLC | 2,226 | $116.6 萬 | 0.41% | +261+13.3% | 加碼 |
| DB Fitzpatrick & Co, Inc | 2,227 | $116.6 萬 | 1.11% | +569+34.3% | 加碼 |
| Wealth Management Partners, LLC | 2,234 | $117.0 萬 | 0.54% | −544−19.6% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 2,234 | $117.0 萬 | 0.45% | −1,820−44.9% | 減碼 |
| Ifrah Financial Services, Inc. | 2,236 | $117.1 萬 | 0.34% | −228−9.3% | 減碼 |
| Mfg Wealth Management, Inc. | 2,237 | $117.2 萬 | 1.12% | +2,237 | 新進 |
| Pinnacle Bancorp, Inc. | 2,241 | $117.4 萬 | 0.38% | −7−0.3% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,244 | $117.5 萬 | 0.23% | −31−1.4% | 減碼 |
| Cardiff Park Advisors, LLC | 2,249 | $117.8 萬 | 0.11% | −60−2.6% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 2,334 | $118.1 萬 | 0.38% | +33+1.4% | 加碼 |
| Resolute Wealth Strategies, LLC | 2,270 | $118.9 萬 | 0.66% | +501+28.3% | 加碼 |
| Copperwynd Financial, LLC | 2,270 | $118.9 萬 | 0.33% | +139+6.5% | 加碼 |
| Quest Partners LLC | 2,284 | $119.6 萬 | 0.13% | +1,608+237.9% | 加碼 |
| DGS Capital Management, LLC | 2,287 | $119.8 萬 | 0.32% | +61+2.7% | 加碼 |
| CoreFirst Bank & Trust | 2,293 | $120.1 萬 | 0.77% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,297 | $120.3 萬 | 0.09% | +541+30.8% | 加碼 |
| Florida Financial Advisors, LLC | 2,295 | $120.4 萬 | 0.47% | −277−10.8% | 減碼 |
| Natural Investments, LLC | 2,299 | $120.4 萬 | 0.34% | −120−5.0% | 減碼 |
| RF&L Wealth Management, LLC | 2,300 | $120.5 萬 | 0.86% | +2,300 | 新進 |
| Enterprise Financial Services Corp | 2,301 | $120.5 萬 | 0.71% | −262−10.2% | 減碼 |
| Berkeley Capital Partners, LLC | 2,306 | $120.8 萬 | 0.33% | +173+8.1% | 加碼 |
| Pines Wealth Management, LLC | 2,184 | $120.8 萬 | 0.56% | +445+25.6% | 加碼 |
| South Plains Financial, Inc. | 2,319 | $121.5 萬 | 0.95% | −625−21.2% | 減碼 |
| Nicolet Bankshares Inc | 2,326 | $121.8 萬 | 0.24% | −187−7.4% | 減碼 |
| Gardner Lewis Asset Management L P | 2,330 | $122.0 萬 | 0.29% | +755+47.9% | 加碼 |
| Abacus Planning Group, Inc. | 2,333 | $122.2 萬 | 0.21% | −116−4.7% | 減碼 |
| Three Seasons Wealth, LLC | 2,334 | $122.2 萬 | 0.61% | +41+1.8% | 加碼 |
| Triad Wealth Partners, LLC | 2,334 | $122.3 萬 | 0.38% | −34−1.4% | 減碼 |
| Opinicus Capital, Inc. | 2,340 | $122.6 萬 | 1.08% | +221+10.4% | 加碼 |
| Lokken Investment Group LLC | 2,347 | $122.9 萬 | 0.52% | +36+1.6% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,352 | $123.2 萬 | 0.20% | 00.0% | 不變 |
| Cornerstone Wealth Advisors, Inc. | 2,360 | $123.6 萬 | 0.34% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 2,361 | $123.7 萬 | 0.28% | −308−11.5% | 減碼 |
| GenTrust, LLC | 2,362 | $123.7 萬 | 0.06% | −13−0.5% | 減碼 |
| Crews Bank & Trust | 2,363 | $123.8 萬 | 0.21% | +5+0.2% | 加碼 |
| Precedent Wealth Partners, LLC | 2,370 | $124.1 萬 | 0.34% | +572+31.8% | 加碼 |
| Fairfield Financial Advisors, LTD | 2,372 | $124.3 萬 | 0.47% | −1,505−38.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,911 | $124.6 萬 | 0.01% | −483−14.2% | 減碼 |
| American Money Management, LLC | 2,389 | $125.1 萬 | 0.24% | −19−0.8% | 減碼 |
| Financial Network Wealth Management LLC | 2,394 | $125.3 萬 | 0.44% | −255−9.6% | 減碼 |
| Sand Hill Global Advisors, LLC | 2,393 | $125.4 萬 | 0.05% | −324−11.9% | 減碼 |
| Richardson Financial Services Inc. | 2,395 | $125.4 萬 | 0.95% | −9−0.4% | 減碼 |
| Financial Engines Advisors L.L.C. | 2,398 | $125.6 萬 | 0.00% | −1,437−37.5% | 減碼 |
| Sound Income Strategies, LLC | 2,399 | $125.7 萬 | 0.07% | +330+15.9% | 加碼 |
| Alta Wealth Advisors LLC | 2,401 | $125.8 萬 | 0.58% | −370−13.4% | 減碼 |
| Altfest L J & Co Inc | 2,403 | $125.8 萬 | 0.16% | −530−18.1% | 減碼 |
| MCF Advisors LLC | 2,403 | $125.9 萬 | 0.09% | −175−6.8% | 減碼 |
| Topsail Wealth Management, LLC | 2,405 | $126.0 萬 | 0.26% | +1,225+103.8% | 加碼 |
| Evermay Wealth Management LLC | 2,413 | $126.4 萬 | 0.17% | +29+1.2% | 加碼 |
| Trust Co of the South | 2,413 | $126.4 萬 | 0.26% | +31+1.3% | 加碼 |
| MRP Capital Investments, LLC | 2,413 | $126.4 萬 | 1.18% | −695−22.4% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,418 | $126.6 萬 | 1.13% | +214+9.7% | 加碼 |
| Northstar Advisory Group, LLC | 2,430 | $127.3 萬 | 0.83% | +2,430 | 新進 |
| Bremer Bank National Association | 2,430 | $127.3 萬 | 0.23% | +250+11.5% | 加碼 |
| Abundance Wealth Counselors | 2,440 | $127.8 萬 | 0.27% | +330+15.6% | 加碼 |
| Essex Savings Bank | 2,441 | $127.8 萬 | 0.31% | −121−4.7% | 減碼 |
| Texas Bank & Trust Co | 2,442 | $127.9 萬 | 0.54% | −160−6.1% | 減碼 |
| Corundum Group, Inc. | 2,447 | $128.2 萬 | 0.61% | −892−26.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,449 | $128.3 萬 | 0.06% | +39+1.6% | 加碼 |
| 1776 Wealth LLC | 2,455 | $128.6 萬 | 0.59% | +102+4.3% | 加碼 |