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 |
|---|---|---|---|---|---|
| B&L Asset Management LLC | 3,375 | $176.8 萬 | 1.16% | −1,904−36.1% | 減碼 |
| Buckley Wealth Management, LLC | 3,379 | $177.0 萬 | 0.55% | +45+1.3% | 加碼 |
| Cypress Advisory Group LLC | 3,384 | $177.2 萬 | 1.62% | −1,252−27.0% | 減碼 |
| Ahl Investment Management, Inc. | 3,395 | $177.8 萬 | 1.23% | −397−10.5% | 減碼 |
| Smith, Salley & Associates | 3,400 | $178.1 萬 | 0.12% | −203−5.6% | 減碼 |
| SkyOak Wealth, LLC | 3,401 | $178.1 萬 | 0.39% | +311+10.1% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 3,405 | $178.3 萬 | 0.07% | +1,179+53.0% | 加碼 |
| Redwood Investment Management, LLC | 3,407 | $178.4 萬 | 0.19% | +2,031+147.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,407 | $178.4 萬 | 0.44% | −294−7.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 3,410 | $178.6 萬 | 0.10% | −49−1.4% | 減碼 |
| Montecito Bank & Trust | 3,414 | $178.8 萬 | 0.32% | +238+7.5% | 加碼 |
| Herold Advisors, Inc. | 3,414 | $178.8 萬 | 0.39% | +79+2.4% | 加碼 |
| James J. Burns & Company, LLC | 3,419 | $179.1 萬 | 0.32% | +10+0.3% | 加碼 |
| Caxton Associates LLP | 3,422 | $179.2 萬 | 0.06% | +3,422 | 新進 |
| Glen Eagle Advisors, LLC | 3,423 | $179.3 萬 | 0.30% | −2,220−39.3% | 減碼 |
| Westside Investment Management, Inc. | 3,427 | $179.5 萬 | 0.38% | +217+6.8% | 加碼 |
| Emprise Bank | 3,428 | $179.5 萬 | 0.96% | −114−3.2% | 減碼 |
| Trust Investment Advisors | 3,441 | $180.2 萬 | 1.16% | +249+7.8% | 加碼 |
| Commons Capital, LLC | 3,454 | $180.9 萬 | 1.66% | +3+0.1% | 加碼 |
| Prelude Capital Management, LLC | 3,457 | $181.1 萬 | 0.18% | +3,457 | 新進 |
| Financial Advisors Network, Inc. | 3,462 | $181.3 萬 | 0.30% | +11+0.3% | 加碼 |
| Sterling Investment Counsel, LLC | 3,465 | $181.5 萬 | 0.62% | +1,710+97.4% | 加碼 |
| Silicon Valley Capital Partners | 3,521 | $181.7 萬 | 0.24% | −11,026−75.8% | 減碼 |
| Invesco, LLC | 3,472 | $181.9 萬 | 0.75% | +1,475+73.9% | 加碼 |
| Prossimo Advisors, LLC | 3,478 | $182.2 萬 | 1.37% | −36−1.0% | 減碼 |
| Evelyn Partners Asset Management Ltd | 3,487 | $182.6 萬 | 0.51% | −1,235−26.2% | 減碼 |
| FSM Wealth Advisors, LLC | 3,504 | $183.5 萬 | 0.41% | −57−1.6% | 減碼 |
| Evernest Financial Advisors, LLC | 3,505 | $183.6 萬 | 0.66% | −54−1.5% | 減碼 |
| Horizon Investment Services, LLC | 3,513 | $184.0 萬 | 0.89% | −287−7.6% | 減碼 |
| Hudson Canyon Capital Management | 3,518 | $184.3 萬 | 1.30% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 3,520 | $184.4 萬 | 0.50% | −1,277−26.6% | 減碼 |
| BlueStem Wealth Partners, LLC | 3,528 | $184.8 萬 | 0.25% | −35−1.0% | 減碼 |
| US Asset Management LLC | 3,529 | $184.8 萬 | 1.76% | −12−0.3% | 減碼 |
| LSV Asset Management | 3,528 | $184.8 萬 | 0.00% | +14+0.4% | 加碼 |
| Sendero Wealth Management, LLC | 3,540 | $185.4 萬 | 0.26% | +663+23.0% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,593 | $185.4 萬 | 0.28% | −1,599−30.8% | 減碼 |
| Tang Capital Management LLC | 3,541 | $185.5 萬 | 0.10% | +1,233+53.4% | 加碼 |
| Ramirez Asset Management, Inc. | 3,559 | $186.4 萬 | 0.39% | 00.0% | 不變 |
| Welch & Forbes LLC | 3,562 | $186.6 萬 | 0.02% | −1,760−33.1% | 減碼 |
| JT Stratford LLC | 3,564 | $186.7 萬 | 0.33% | +1,154+47.9% | 加碼 |
| Saxon Interests, Inc. | 3,566 | $186.8 萬 | 0.87% | +129+3.8% | 加碼 |
| One Capital Management, LLC | 3,575 | $187.3 萬 | 0.06% | +174+5.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 3,579 | $187.4 萬 | 0.49% | −341−8.7% | 減碼 |
| Shorepoint Capital Partners LLC | 3,589 | $188.0 萬 | 0.43% | −2,044−36.3% | 減碼 |
| Spirepoint Private Client, LLC | 3,593 | $188.2 萬 | 0.25% | −13,388−78.8% | 減碼 |
| Continuum Advisory, LLC | 3,595 | $188.3 萬 | 0.24% | 00.0% | 不變 |
| Fiduciary Group LLC | 3,603 | $188.7 萬 | 0.19% | −34−0.9% | 減碼 |
| Trust Point Inc. | 3,606 | $188.9 萬 | 0.17% | −1,599−30.7% | 減碼 |
| Willner & Heller, LLC | 3,610 | $189.1 萬 | 1.75% | −110−3.0% | 減碼 |
| HMS Capital Management, LLC | 3,605 | $189.2 萬 | 1.05% | −24−0.7% | 減碼 |
| Proficio Capital Partners LLC | 3,615 | $189.3 萬 | 0.15% | −119−3.2% | 減碼 |
| IMS Capital Management | 3,617 | $189.4 萬 | 0.96% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 4,630 | $189.5 萬 | 0.16% | +4,630 | 新進 |
| Menard Financial Group LLC | 4,809 | $189.7 萬 | 1.25% | +953+24.7% | 加碼 |
| Argentarii, LLC | 3,624 | $189.8 萬 | 0.94% | −106−2.8% | 減碼 |
| Murphy Pohlad Asset Management LLC | 3,634 | $190.3 萬 | 0.81% | −284−7.2% | 減碼 |
| Net Worth Advisory Group | 3,642 | $190.7 萬 | 0.60% | +21+0.6% | 加碼 |
| DRW Securities, LLC | 3,652 | $191.3 萬 | 0.16% | −459−11.2% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,661 | $191.8 萬 | 0.05% | −25−0.7% | 減碼 |
| Certified Advisory Corp | 3,662 | $191.8 萬 | 0.22% | −11−0.3% | 減碼 |
| Prestige Wealth Management Group LLC | 3,664 | $191.9 萬 | 0.41% | +16+0.4% | 加碼 |
| Stableford Capital II LLC | 4,232 | $192.2 萬 | 0.81% | −28−0.7% | 減碼 |
| Centric Wealth Management | 3,677 | $192.6 萬 | 0.51% | −703−16.1% | 減碼 |
| Avantax Planning Partners, Inc. | 3,677 | $192.6 萬 | 0.07% | −258−6.6% | 減碼 |
| IAM Advisory, LLC | 3,679 | $192.7 萬 | 0.50% | −69−1.8% | 減碼 |
| Central Pacific Bank - Trust Division | 3,680 | $192.7 萬 | 0.27% | +15+0.4% | 加碼 |
| Two Sigma Securities, LLC | 3,684 | $192.9 萬 | 0.29% | +794+27.5% | 加碼 |
| Matrix Trust Co | 3,691 | $193.3 萬 | 0.33% | +57+1.6% | 加碼 |
| Congress Asset Management Co | 3,703 | $194.0 萬 | 0.01% | −6,457−63.6% | 減碼 |
| Goepper Burkhardt LLC | 3,717 | $194.7 萬 | 0.78% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 3,721 | $194.9 萬 | 0.29% | +281+8.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,729 | $195.3 萬 | 0.26% | +211+6.0% | 加碼 |
| Walter & Keenan Financial Consulting Co | 3,731 | $195.4 萬 | 0.59% | +155+4.3% | 加碼 |
| Delta Financial Advisors LLC | 3,739 | $195.8 萬 | 0.74% | +35+0.9% | 加碼 |
| L.M. Kohn & Company | 3,748 | $196.3 萬 | 0.51% | −707−15.9% | 減碼 |
| Heartland Bank & Trust Co | 3,767 | $197.3 萬 | 1.01% | +558+17.4% | 加碼 |
| Financial Advocates Investment Management | 3,767 | $197.3 萬 | 0.14% | −136−3.5% | 減碼 |
| IMA Wealth, Inc. | 3,772 | $197.6 萬 | 0.23% | −174−4.4% | 減碼 |
| Stokes Family Office, LLC | 3,782 | $198.1 萬 | 0.22% | +50+1.3% | 加碼 |
| Stillwater Wealth Management Group | 3,792 | $198.6 萬 | 1.72% | −460−10.8% | 減碼 |
| Monte Financial Group, LLC | 4,409 | $200.2 萬 | 0.88% | +39+0.9% | 加碼 |
| Parsons Capital Management Inc | 3,823 | $200.3 萬 | 0.11% | −529−12.2% | 減碼 |
| West Family Investments, Inc. | 3,824 | $200.3 萬 | 0.75% | +211+5.8% | 加碼 |
| Optas, LLC | 3,826 | $200.4 萬 | 0.35% | +2+0.1% | 加碼 |
| Revolve Wealth Partners, LLC | 3,834 | $200.8 萬 | 0.29% | −185−4.6% | 減碼 |
| KPP Advisory Services LLC | 3,842 | $201.2 萬 | 0.38% | +372+10.7% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 3,848 | $201.5 萬 | 1.37% | 00.0% | 不變 |
| ROI Financial Advisors, LLC | 3,850 | $201.6 萬 | 1.47% | −1,181−23.5% | 減碼 |
| Coppell Advisory Solutions LLC | 4,933 | $201.9 萬 | 0.30% | +3,081+166.4% | 加碼 |
| SWS Partners | 3,860 | $202.2 萬 | 0.66% | −6−0.2% | 減碼 |
| Transcend Wealth Collective, LLC | 3,865 | $202.5 萬 | 0.15% | −1,991−34.0% | 減碼 |
| Freedom Day Solutions, LLC | 3,867 | $202.5 萬 | 0.62% | −278−6.7% | 減碼 |
| Vista Finance, LLC | 3,874 | $202.9 萬 | 1.76% | −53−1.3% | 減碼 |
| Northeast Financial Group, Inc. | 3,878 | $203.2 萬 | 0.76% | +271+7.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,889 | $203.7 萬 | 0.11% | +283+7.8% | 加碼 |
| Key Financial Inc | 3,892 | $203.8 萬 | 0.44% | 00.0% | 不變 |
| CNB Bank | 3,895 | $204.0 萬 | 1.03% | −975−20.0% | 減碼 |
| Morningstar Investment Services LLC | 3,904 | $204.5 萬 | 0.37% | −5,945−60.4% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $204.5 萬 | 1.36% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 3,902 | $205.1 萬 | 0.24% | +2,497+177.7% | 加碼 |