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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 2,845 | $149.0 萬 | 0.22% | −36−1.2% | 減碼 |
| Summit X, LLC | 2,849 | $149.1 萬 | 0.31% | −344−10.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 2,849 | $149.2 萬 | 0.25% | +2,849 | 新進 |
| Vectors Research Management, LLC | 2,856 | $149.6 萬 | 0.52% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 2,863 | $149.9 萬 | 0.04% | −108−3.6% | 減碼 |
| Archer Investment Corp | 2,866 | $150.1 萬 | 0.39% | +89+3.2% | 加碼 |
| Calton & Associates, Inc. | 2,874 | $150.5 萬 | 0.34% | +2,874 | 新進 |
| Ironwood Investment Counsel, LLC | 2,875 | $150.6 萬 | 0.26% | −69−2.3% | 減碼 |
| Strategic Investment Advisors | 2,878 | $150.7 萬 | 0.16% | +283+10.9% | 加碼 |
| Capital & Planning, LLC | 2,879 | $150.8 萬 | 1.12% | +330+12.9% | 加碼 |
| CRA Financial Services, LLC | 2,883 | $151.0 萬 | 0.26% | −98−3.3% | 減碼 |
| Meridian Financial Partners LLC | 2,889 | $151.3 萬 | 0.77% | −2−0.1% | 減碼 |
| Breakwater Capital Group | 2,890 | $151.4 萬 | 0.27% | +440+18.0% | 加碼 |
| Aviance Capital Partners, LLC | 2,891 | $151.4 萬 | 0.21% | −185−6.0% | 減碼 |
| XML Financial, LLC | 2,895 | $151.6 萬 | 0.14% | −61−2.1% | 減碼 |
| Trustmark National Bank Trust Department | 2,904 | $152.1 萬 | 0.11% | +256+9.7% | 加碼 |
| Sunpointe, LLC | 2,913 | $152.6 萬 | 0.81% | −17−0.6% | 減碼 |
| Heritage Family Offices, LLP | 2,921 | $153.0 萬 | 0.78% | +124+4.4% | 加碼 |
| Centurion Wealth Management LLC | 3,025 | $153.0 萬 | 0.48% | 00.0% | 不變 |
| Duncan Williams Asset Management, LLC | 2,922 | $153.0 萬 | 0.55% | +201+7.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,924 | $153.1 萬 | 0.06% | +280+10.6% | 加碼 |
| MBM Wealth Consultants, LLC | 2,926 | $153.2 萬 | 0.45% | +54+1.9% | 加碼 |
| Allred Capital Management, LLC | 2,927 | $153.3 萬 | 0.61% | +279+10.5% | 加碼 |
| E&G Advisors, LP | 2,928 | $153.4 萬 | 0.43% | −35−1.2% | 減碼 |
| Northern Financial Advisors Inc | 2,931 | $153.5 萬 | 1.27% | −174−5.6% | 減碼 |
| CFS Investment Advisory Services, LLC | 2,939 | $153.9 萬 | 0.14% | +35+1.2% | 加碼 |
| Meritage Portfolio Management | 2,939 | $153.9 萬 | 0.10% | −316−9.7% | 減碼 |
| PFW Advisors LLC | 2,941 | $154.0 萬 | 0.48% | −77−2.6% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,942 | $154.1 萬 | 0.30% | −412−12.3% | 減碼 |
| SNS Financial Group, LLC | 2,944 | $154.2 萬 | 0.16% | −220−7.0% | 減碼 |
| HHM Wealth Advisors, LLC | 2,947 | $154.4 萬 | 0.21% | +26+0.9% | 加碼 |
| Kirtland Hills Capital Management, LLC | 3,403 | $154.5 萬 | 0.94% | +91+2.7% | 加碼 |
| Apeiron RIA LLC | 2,957 | $154.9 萬 | 0.47% | −18−0.6% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,959 | $155.0 萬 | 0.38% | −5,460−64.9% | 減碼 |
| Secured Retirement Advisors, LLC | 2,962 | $155.1 萬 | 1.00% | −6,301−68.0% | 減碼 |
| McDonald Partners LLC | 2,911 | $155.1 萬 | 0.40% | +85+3.0% | 加碼 |
| CWC Advisors, LLC. | 2,977 | $155.9 萬 | 0.89% | +1,092+57.9% | 加碼 |
| BankPlus Trust Department | 2,980 | $156.1 萬 | 0.52% | +96+3.3% | 加碼 |
| Sierra Summit Advisors LLC | 2,989 | $156.5 萬 | 0.34% | −333−10.0% | 減碼 |
| Hartline Investment Corp | 2,994 | $156.8 萬 | 0.21% | +34+1.1% | 加碼 |
| Resonant Capital Advisors, LLC | 2,995 | $156.9 萬 | 0.11% | +365+13.9% | 加碼 |
| Quinn Opportunity Partners LLC | 3,000 | $157.1 萬 | 0.11% | −3,500−53.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $157.1 萬 | 0.49% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 3,010 | $157.6 萬 | 0.74% | +505+20.2% | 加碼 |
| Burford Brothers, Inc. | 3,010 | $157.6 萬 | 0.77% | +107+3.7% | 加碼 |
| Independent Investors Inc | 3,010 | $157.6 萬 | 0.33% | −5−0.2% | 減碼 |
| LM Advisors LLC | 3,017 | $158.0 萬 | 0.28% | −1,936−39.1% | 減碼 |
| Sentry Investment Management LLC | 3,013 | $158.1 萬 | 1.07% | +30+1.0% | 加碼 |
| Townsend & Associates, Inc | 3,720 | $158.2 萬 | 0.16% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 3,023 | $158.3 萬 | 0.20% | −3−0.1% | 減碼 |
| Cookson Peirce & Co Inc | 3,030 | $158.7 萬 | 0.08% | +655+27.6% | 加碼 |
| Westhampton Capital, LLC | 3,032 | $158.8 萬 | 0.87% | −17−0.6% | 減碼 |
| ICW Investment Advisors LLC | 3,051 | $159.8 萬 | 0.65% | +183+6.4% | 加碼 |
| Mechanics Financial Corp | 3,068 | $160.7 萬 | 0.73% | −33−1.1% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 3,077 | $161.3 萬 | 0.44% | +584+23.4% | 加碼 |
| Burling Wealth Partners, LLC | 3,082 | $161.4 萬 | 0.34% | −6,287−67.1% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,085 | $161.6 萬 | 0.57% | −40−1.3% | 減碼 |
| Ar Asset Management Inc | 3,090 | $161.8 萬 | 0.37% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 3,103 | $162.5 萬 | 0.20% | +13+0.4% | 加碼 |
| Bell Bank | 3,113 | $163.0 萬 | 0.09% | −4,211−57.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,114 | $163.1 萬 | 0.09% | +629+25.3% | 加碼 |
| Morris Retirement Advisors, LLC | 3,121 | $163.5 萬 | 0.87% | −337−9.7% | 減碼 |
| Paulson Wealth Management Inc. | 3,127 | $163.8 萬 | 0.46% | −159−4.8% | 減碼 |
| Gsa Capital Partners LLP | 3,127 | $163.8 萬 | 0.15% | −4,573−59.4% | 減碼 |
| Enclave Advisors LLC | 3,128 | $163.8 萬 | 0.28% | −99−3.1% | 減碼 |
| RAM Investment Partners, LLC | 3,130 | $163.9 萬 | 0.40% | +3,130 | 新進 |
| Mason & Associates Inc | 3,148 | $164.9 萬 | 0.41% | −953−23.2% | 減碼 |
| Laraway Financial Inc | 3,151 | $165.1 萬 | 1.31% | −74−2.3% | 減碼 |
| Leonteq Securities AG | 3,143 | $165.2 萬 | 0.13% | −5,791−64.8% | 減碼 |
| Sym Financial Corp | 3,158 | $165.4 萬 | 0.20% | +309+10.8% | 加碼 |
| Quotient Wealth Partners, LLC | 3,164 | $165.7 萬 | 0.05% | −410−11.5% | 減碼 |
| Evergreen Wealth Management, LLC | 3,173 | $166.2 萬 | 0.99% | +579+22.3% | 加碼 |
| KLCM Advisors, Inc. | 3,177 | $166.4 萬 | 0.19% | −66−2.0% | 減碼 |
| Rede Wealth, LLC | 3,184 | $166.8 萬 | 0.59% | −182−5.4% | 減碼 |
| Mainstream Capital Management LLC | 3,194 | $167.3 萬 | 1.33% | +121+3.9% | 加碼 |
| Advisors Preferred, LLC | 3,200 | $167.4 萬 | 0.22% | +3,200 | 新進 |
| Pettee Investors, Inc. | 3,197 | $167.4 萬 | 1.00% | −350−9.9% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 3,199 | $167.5 萬 | 0.79% | +182+6.0% | 加碼 |
| ZWJ Investment Counsel Inc | 3,211 | $168.2 萬 | 0.07% | −256−7.4% | 減碼 |
| Mendel Money Management | 3,224 | $168.9 萬 | 0.80% | +13+0.4% | 加碼 |
| Brookwood Investment Group LLC | 3,228 | $169.1 萬 | 0.29% | +3,228 | 新進 |
| Phillips Wealth Planners LLC | 2,844 | $170.5 萬 | 1.80% | +77+2.8% | 加碼 |
| Humankind Investments LLC | 3,265 | $171.0 萬 | 0.44% | +736+29.1% | 加碼 |
| GoalVest Advisory LLC | 3,268 | $171.2 萬 | 0.47% | +30+0.9% | 加碼 |
| RKL Wealth Management LLC | 3,273 | $171.4 萬 | 0.16% | −253−7.2% | 減碼 |
| Golden State Equity Partners | 3,291 | $172.3 萬 | 0.34% | −68−2.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 3,299 | $172.8 萬 | 0.17% | −383−10.4% | 減碼 |
| CSU Producer Resources, Inc. | 3,300 | $172.8 萬 | 5.73% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,302 | $172.9 萬 | 1.16% | −17−0.5% | 減碼 |
| Cito Capital Group, LLC | 3,306 | $173.2 萬 | 0.66% | +1,080+48.5% | 加碼 |
| Ellis Investment Partners, LLC | 3,312 | $173.4 萬 | 0.36% | +178+5.7% | 加碼 |
| BKD Wealth Advisors, LLC | 3,320 | $173.9 萬 | 0.04% | +75+2.3% | 加碼 |
| Accretive Wealth Partners, LLC | 4,421 | $174.4 萬 | 0.62% | +129+3.0% | 加碼 |
| Investment Advisory Services Inc | 3,331 | $174.5 萬 | 0.63% | −55−1.6% | 減碼 |
| Machina Capital S.A.S. | 3,334 | $174.6 萬 | 0.52% | +2,634+376.3% | 加碼 |
| Ellevest, Inc. | 3,339 | $174.9 萬 | 0.12% | −111−3.2% | 減碼 |
| KC Investment Advisors, LLC | 3,360 | $176.0 萬 | 0.39% | −4−0.1% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 3,362 | $176.1 萬 | 0.89% | −120−3.4% | 減碼 |
| Global Assets Advisory, LLC | 3,199 | $176.2 萬 | 0.33% | +2,059+180.6% | 加碼 |
| Zullo Investment Group, Inc. | 3,364 | $176.2 萬 | 0.76% | +15+0.4% | 加碼 |