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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 2,461 | $128.9 萬 | 0.26% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,462 | $128.9 萬 | 0.20% | +40+1.7% | 加碼 |
| Gibbs Wealth Management | 2,469 | $129.3 萬 | 0.31% | +368+17.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 2,470 | $129.4 萬 | 0.15% | −753−23.4% | 減碼 |
| Semus Wealth Partners LLC | 2,476 | $129.7 萬 | 0.90% | +53+2.2% | 加碼 |
| CenterBook Partners LP | 2,480 | $129.9 萬 | 0.08% | −13,751−84.7% | 減碼 |
| Cornerstone Advisory, LLC | 3,296 | $130.0 萬 | 0.15% | +98+3.1% | 加碼 |
| Colonial River Wealth Management, LLC | 2,483 | $130.0 萬 | 0.72% | −275−10.0% | 減碼 |
| Onefund, LLC | 2,485 | $130.2 萬 | 1.33% | +3+0.1% | 加碼 |
| California First Leasing Corp | 2,489 | $130.4 萬 | 0.58% | 00.0% | 不變 |
| Fairscale Capital, LLC | 2,492 | $130.5 萬 | 1.18% | +9+0.4% | 加碼 |
| Permanens Capital L.P. | 2,493 | $130.6 萬 | 0.24% | +1,009+68.0% | 加碼 |
| Adirondack Trust Co | 2,500 | $130.9 萬 | 0.51% | −57−2.2% | 減碼 |
| Prentice Wealth Management LLC | 2,508 | $131.3 萬 | 0.38% | −19−0.8% | 減碼 |
| Transform Wealth, LLC | 2,512 | $131.6 萬 | 0.08% | −7,378−74.6% | 減碼 |
| Texas Yale Capital Corp. | 2,517 | $131.8 萬 | 0.05% | +377+17.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,520 | $132.0 萬 | 0.25% | +40+1.6% | 加碼 |
| Angeles Wealth Management, LLC | 2,522 | $132.1 萬 | 0.11% | −125−4.7% | 減碼 |
| Moseley Investment Management Inc | 2,523 | $132.1 萬 | 0.52% | −9−0.4% | 減碼 |
| Highview Capital Management LLC | 2,523 | $132.1 萬 | 0.55% | −1,068−29.7% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,524 | $132.2 萬 | 0.98% | −155−5.8% | 減碼 |
| Bank of Jackson Hole Trust | 2,785 | $132.3 萬 | 0.86% | +74+2.7% | 加碼 |
| CFO4Life Group, LLC | 2,533 | $132.7 萬 | 0.22% | +5+0.2% | 加碼 |
| Altman Advisors, Inc. | 3,232 | $133.0 萬 | 0.61% | +129+4.2% | 加碼 |
| Financial Security Advisor, Inc. | 2,541 | $133.1 萬 | 0.34% | +221+9.5% | 加碼 |
| Prairie Wealth Advisors, Inc. | 2,548 | $133.5 萬 | 0.66% | −583−18.6% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,555 | $133.8 萬 | 0.77% | −96−3.6% | 減碼 |
| Childress Capital Advisors, LLC | 2,560 | $134.1 萬 | 0.39% | −214−7.7% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 2,560 | $134.1 萬 | 0.32% | +351+15.9% | 加碼 |
| Intellectus Partners, LLC | 2,566 | $134.4 萬 | 0.33% | +301+13.3% | 加碼 |
| Riverbend Wealth Management, LLC | 2,573 | $134.7 萬 | 1.21% | +224+9.5% | 加碼 |
| Arbor Capital Management Inc | 2,582 | $134.9 萬 | 1.31% | +98+3.9% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 2,580 | $135.1 萬 | 1.01% | −186−6.7% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 2,583 | $135.3 萬 | 0.72% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 2,585 | $135.4 萬 | 0.36% | +5+0.2% | 加碼 |
| Baldwin Investment Management, LLC | 2,589 | $135.6 萬 | 0.16% | −117−4.3% | 減碼 |
| Beacon Financial Group | 2,591 | $135.7 萬 | 0.15% | −265−9.3% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 2,593 | $135.8 萬 | 1.09% | −42−1.6% | 減碼 |
| Verition Fund Management LLC | 2,594 | $135.9 萬 | 0.01% | −11,528−81.6% | 減碼 |
| Zuckerman Investment Group, LLC | 2,595 | $135.9 萬 | 0.15% | −6−0.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 2,601 | $136.2 萬 | 0.67% | +60+2.4% | 加碼 |
| Vivaldi Capital Management, LLC | 2,603 | $136.3 萬 | 0.22% | +120+4.8% | 加碼 |
| Ninety One North America, Inc. | 2,604 | $136.4 萬 | 0.09% | −416−13.8% | 減碼 |
| Atlas Capital Advisors LLC | 2,608 | $136.6 萬 | 0.17% | 00.0% | 不變 |
| LPWM LLC | 2,608 | $136.6 萬 | 0.44% | +1,742+201.2% | 加碼 |
| BancorpSouth Bank | 2,616 | $137.0 萬 | 0.10% | +12+0.5% | 加碼 |
| Garrison Point Advisors, LLC | 2,621 | $137.3 萬 | 0.67% | −15−0.6% | 減碼 |
| ERn Financial, LLC | 2,632 | $137.9 萬 | 0.22% | −181−6.4% | 減碼 |
| Caldwell Investment Management Ltd. | 2,690 | $138.0 萬 | 1.02% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 2,644 | $138.5 萬 | 0.10% | +1,825+222.8% | 加碼 |
| Integrated Investment Consultants, LLC | 2,644 | $138.5 萬 | 0.28% | +1,039+64.7% | 加碼 |
| Clarendon Private LLC | 2,650 | $138.8 萬 | 1.47% | +66+2.6% | 加碼 |
| Everett Harris & Co | 2,653 | $139.0 萬 | 0.02% | −8−0.3% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,669 | $139.8 萬 | 0.63% | −190−6.6% | 減碼 |
| Keystone Financial Group | 2,747 | $139.9 萬 | 0.14% | +103+3.9% | 加碼 |
| Bank of Stockton | 2,671 | $139.9 萬 | 0.45% | −59−2.2% | 減碼 |
| Bradyco, Inc. | 2,673 | $140.0 萬 | 1.06% | 00.0% | 不變 |
| BSW Wealth Partners | 2,673 | $140.0 萬 | 0.21% | +187+7.5% | 加碼 |
| Main Street Financial Solutions, LLC | 2,676 | $140.1 萬 | 0.12% | +1,028+62.4% | 加碼 |
| Hillsdale Investment Management Inc. | 2,684 | $140.6 萬 | 0.07% | +1,940+260.8% | 加碼 |
| Camden Capital, LLC | 2,685 | $140.6 萬 | 0.15% | −140−5.0% | 減碼 |
| Modus Advisors, LLC | 2,689 | $140.8 萬 | 0.46% | +699+35.1% | 加碼 |
| Waterfront Wealth Inc. | 2,689 | $140.8 萬 | 0.34% | +497+22.7% | 加碼 |
| Tobam | 2,695 | $141.2 萬 | 0.60% | +358+15.3% | 加碼 |
| Stiles Financial Services Inc | 2,697 | $141.3 萬 | 0.54% | −709−20.8% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,707 | $141.8 萬 | 0.41% | +24+0.9% | 加碼 |
| Ambassador Advisors, LLC | 2,709 | $141.9 萬 | 0.25% | −123−4.3% | 減碼 |
| Riverpark Capital Management LLC | 2,717 | $142.3 萬 | 2.61% | −70−2.5% | 減碼 |
| AXS Investments LLC | 2,717 | $142.3 萬 | 0.39% | +208+8.3% | 加碼 |
| Chicago Partners Investment Group LLC | 3,644 | $142.5 萬 | 0.05% | +280+8.3% | 加碼 |
| Prudent Man Advisors, LLC | 2,727 | $142.8 萬 | 0.52% | +43+1.6% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,727 | $142.8 萬 | 0.33% | +105+4.0% | 加碼 |
| Armis Advisers, LLC | 3,296 | $143.2 萬 | 0.13% | +2,738+490.7% | 加碼 |
| TLWM | 2,736 | $143.3 萬 | 0.29% | +28+1.0% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,739 | $143.5 萬 | 0.74% | −216−7.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 2,740 | $143.5 萬 | 0.15% | −65−2.3% | 減碼 |
| ICONIQ Capital, LLC | 2,747 | $143.9 萬 | 0.03% | +264+10.6% | 加碼 |
| Brand Asset Management Group, Inc. | 2,754 | $144.2 萬 | 0.60% | −80−2.8% | 減碼 |
| MGB Wealth Management, LLC | 2,791 | $144.3 萬 | 0.52% | −2−0.1% | 減碼 |
| Austin Private Wealth, LLC | 2,755 | $144.3 萬 | 0.13% | −56−2.0% | 減碼 |
| Riverwater Partners LLC | 2,756 | $144.3 萬 | 0.74% | +225+8.9% | 加碼 |
| Keudell/Morrison Wealth Management | 2,757 | $144.4 萬 | 0.34% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 2,759 | $144.5 萬 | 0.16% | +30+1.1% | 加碼 |
| LVM Capital Management Ltd | 2,758 | $144.5 萬 | 0.16% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 2,760 | $144.6 萬 | 1.15% | +24+0.9% | 加碼 |
| JSF Financial, LLC | 2,762 | $144.6 萬 | 0.38% | −1,086−28.2% | 減碼 |
| Groesbeck Investment Management Corp | 2,764 | $144.8 萬 | 2.03% | −182−6.2% | 減碼 |
| Cromwell Holdings LLC | 2,765 | $144.8 萬 | 0.93% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 2,808 | $144.9 萬 | 0.14% | −70−2.4% | 減碼 |
| Lord & Richards Wealth Management, LLC | 2,772 | $145.2 萬 | 1.65% | +1,754+172.3% | 加碼 |
| Paladin Wealth, LLC | 2,795 | $146.4 萬 | 1.31% | +298+11.9% | 加碼 |
| SWP Investment Management LLC | 2,806 | $147.0 萬 | 1.83% | +2,806 | 新進 |
| Martin Capital Partners, LLC | 2,807 | $147.0 萬 | 1.76% | −24−0.8% | 減碼 |
| Transatlantique Private Wealth LLC | 2,807 | $147.0 萬 | 0.59% | +144+5.4% | 加碼 |
| Algert Global LLC | 2,823 | $147.9 萬 | 0.04% | −352−11.1% | 減碼 |
| Exchange Traded Concepts, LLC | 2,827 | $148.1 萬 | 0.03% | +930+49.0% | 加碼 |
| Hunter Associates Investment Management LLC | 2,832 | $148.3 萬 | 0.23% | −600−17.5% | 減碼 |
| Fortis Group Advisors, LLC | 2,833 | $148.4 萬 | 0.29% | −3,209−53.1% | 減碼 |
| Costello Asset Management, INC | 2,835 | $148.5 萬 | 0.60% | −3,710−56.7% | 減碼 |
| Nicholson Wealth Management Group, LLC | 2,843 | $148.9 萬 | 0.98% | +117+4.3% | 加碼 |