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 |
|---|---|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 18,910 | $990.4 萬 | 2.20% | +18,910 | 新進 |
| KMG Fiduciary Partners, LLC | 18,891 | $989.4 萬 | 0.82% | +4,992+35.9% | 加碼 |
| Marietta Wealth Management, LLC | 18,889 | $989.3 萬 | 1.45% | +1,496+8.6% | 加碼 |
| Elwood Capital Partners LP | 18,809 | $985.1 萬 | 11.95% | +13,972+288.9% | 加碼 |
| Verdence Capital Advisors LLC | 18,769 | $983.0 萬 | 0.75% | +1,732+10.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 18,749 | $982.0 萬 | 0.30% | +7,279+63.5% | 加碼 |
| Johnson Financial Group, Inc. | 18,737 | $981.4 萬 | 0.48% | +37+0.2% | 加碼 |
| Pictet North America Advisors SA | 18,680 | $978.4 萬 | 0.98% | −837−4.3% | 減碼 |
| GLOBALT Investments LLC | 18,657 | $977.2 萬 | 0.40% | −136−0.7% | 減碼 |
| Woodmont Investment Counsel LLC | 18,608 | $974.6 萬 | 0.70% | +507+2.8% | 加碼 |
| Perigon Wealth Management, LLC | 18,606 | $974.5 萬 | 0.25% | +992+5.6% | 加碼 |
| Buck Wealth Strategies, LLC | 18,584 | $973.3 萬 | 1.77% | +2,837+18.0% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 18,498 | $968.8 萬 | 1.32% | +529+2.9% | 加碼 |
| Twin Capital Management Inc | 18,497 | $968.8 萬 | 1.13% | −467−2.5% | 減碼 |
| Ritholtz Wealth Management | 18,406 | $964.0 萬 | 0.29% | +1,772+10.7% | 加碼 |
| Wedbush Securities Inc | 18,294 | $958.1 萬 | 0.35% | −7,078−27.9% | 減碼 |
| FourThought Financial Partners, LLC | 18,192 | $952.8 萬 | 1.00% | +233+1.3% | 加碼 |
| Evoke Wealth, LLC | 18,158 | $951.0 萬 | 0.25% | −1,464−7.5% | 減碼 |
| James Investment Research Inc | 18,155 | $950.9 萬 | 1.21% | −251−1.4% | 減碼 |
| RNC Capital Management LLC | 18,026 | $944.1 萬 | 0.48% | +1,689+10.3% | 加碼 |
| Citizens National Bank Trust Department | 17,886 | $936.8 萬 | 2.00% | +170+1.0% | 加碼 |
| Evergreen Capital Management LLC | 17,867 | $935.8 萬 | 0.31% | +222+1.3% | 加碼 |
| Ocean Capital Management, LLC | 17,856 | $935.2 萬 | 2.22% | −282−1.6% | 減碼 |
| Ledyard National Bank | 17,844 | $934.6 萬 | 0.92% | +304+1.7% | 加碼 |
| Checchi Capital Advisers, LLC | 17,693 | $926.7 萬 | 0.66% | +270+1.5% | 加碼 |
| Sig Brokerage, LP | 17,642 | $924.0 萬 | 2.69% | +12,886+270.9% | 加碼 |
| Ballentine Partners, LLC | 17,550 | $919.2 萬 | 0.16% | +448+2.6% | 加碼 |
| Greystone Financial Group, LLC | 17,462 | $914.6 萬 | 1.66% | +17,462 | 新進 |
| Chronos Wealth Management, LLC | 17,447 | $913.8 萬 | 4.90% | −90−0.5% | 減碼 |
| Matrix Asset Advisors Inc | 17,384 | $910.5 萬 | 1.00% | −27−0.2% | 減碼 |
| GHP Investment Advisors, Inc. | 17,381 | $910.3 萬 | 0.44% | −52−0.3% | 減碼 |
| NBT Bank N A | 17,305 | $906.3 萬 | 0.65% | −2,280−11.6% | 減碼 |
| EFG Asset Management (Americas) Corp. | 17,288 | $905.5 萬 | 1.83% | −217−1.2% | 減碼 |
| Security National Bank | 17,278 | $904.9 萬 | 1.71% | +124+0.7% | 加碼 |
| Aurdan Capital Management, LLC | 17,270 | $904.5 萬 | 3.41% | −2,063−10.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,267 | $904.4 萬 | 0.31% | +60.0% | 加碼 |
| Meeder Advisory Services, Inc. | 17,240 | $903.0 萬 | 0.54% | +148+0.9% | 加碼 |
| Great Waters Wealth Management | 17,237 | $902.8 萬 | 1.25% | −347−2.0% | 減碼 |
| Cohen Klingenstein LLC | 17,200 | $900.9 萬 | 0.33% | 00.0% | 不變 |
| IFP Advisors, Inc | 17,138 | $897.7 萬 | 0.28% | +911+5.6% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 17,100 | $895.6 萬 | 0.90% | +720+4.4% | 加碼 |
| Baader Bank INC | 17,166 | $895.2 萬 | 0.90% | −10,982−39.0% | 減碼 |
| Morse Asset Management, Inc | 17,007 | $890.7 萬 | 2.25% | −957−5.3% | 減碼 |
| Griffin Asset Management, Inc. | 16,965 | $888.5 萬 | 1.09% | +1,445+9.3% | 加碼 |
| Elk River Wealth Management, LLC | 16,962 | $888.4 萬 | 1.66% | −171−1.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 16,939 | $887.2 萬 | 1.90% | −393−2.3% | 減碼 |
| Dakota Wealth Management | 16,875 | $883.8 萬 | 0.21% | −11,033−39.5% | 減碼 |
| Profund Advisors LLC | 16,842 | $882.1 萬 | 0.38% | −453−2.6% | 減碼 |
| Blue Edge Capital, LLC | 16,793 | $879.5 萬 | 1.41% | +192+1.2% | 加碼 |
| Caldwell Trust Co | 16,782 | $879.0 萬 | 0.94% | −579−3.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 16,775 | $878.6 萬 | 2.22% | −679−3.9% | 減碼 |
| Rothschild Capital Partners, LLC | 16,766 | $878.1 萬 | 2.30% | −500−2.9% | 減碼 |
| Blue Fin Capital, Inc. | 16,614 | $870.1 萬 | 1.69% | +295+1.8% | 加碼 |
| Bellecapital International Ltd. | 16,599 | $869.4 萬 | 1.72% | +372+2.3% | 加碼 |
| CX Institutional | 16,565 | $867.6 萬 | 0.33% | +5,712+52.6% | 加碼 |
| Thompson Investment Management, Inc. | 16,561 | $867.4 萬 | 1.30% | +446+2.8% | 加碼 |
| St Germain D J Co Inc | 16,560 | $867.3 萬 | 0.41% | −524−3.1% | 減碼 |
| Winmill & Co. Inc | 16,475 | $862.9 萬 | 2.62% | 00.0% | 不變 |
| Earnest Partners LLC | 16,433 | $860.7 萬 | 0.04% | −101−0.6% | 減碼 |
| Colonial Trust Co | 16,401 | $859.0 萬 | 1.33% | +75+0.5% | 加碼 |
| MUFG Securities Americas Inc. | 16,290 | $853.2 萬 | 0.99% | +2,705+19.9% | 加碼 |
| Tradition Wealth Management, LLC | 16,234 | $850.2 萬 | 0.75% | +24+0.1% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 16,185 | $847.7 萬 | 1.39% | +2,126+15.1% | 加碼 |
| Sagespring Wealth Partners, LLC | 16,133 | $845.0 萬 | 0.21% | −1,381−7.9% | 減碼 |
| Stolper Co | 16,096 | $843.0 萬 | 2.76% | −215−1.3% | 減碼 |
| Vestor Capital, LLC | 16,085 | $842.4 萬 | 0.69% | −14−0.1% | 減碼 |
| Burt Wealth Advisors | 16,041 | $840.2 萬 | 2.11% | +176+1.1% | 加碼 |
| Goelzer Investment Management, Inc. | 16,013 | $838.7 萬 | 0.49% | −519−3.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 16,007 | $838.4 萬 | 0.77% | −133−0.8% | 減碼 |
| Puzo Michael J | 15,983 | $837.1 萬 | 2.40% | +150+0.9% | 加碼 |
| Nemes Rush Group LLC | 15,962 | $836.0 萬 | 1.06% | +268+1.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 15,856 | $830.5 萬 | 1.51% | +6,045+61.6% | 加碼 |
| GAMMA Investing LLC | 15,838 | $829.5 萬 | 0.62% | +1,089+7.4% | 加碼 |
| VestGen Advisors, LLC | 15,747 | $824.7 萬 | 0.37% | +15,747 | 新進 |
| 11 Capital Partners LP | 15,700 | $822.3 萬 | 2.73% | −11,450−42.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 14,057 | $821.9 萬 | 0.76% | 00.0% | 不變 |
| Busey Wealth Management | 15,674 | $820.9 萬 | 0.28% | −597−3.7% | 減碼 |
| Asio Capital, LLC | 15,599 | $817.0 萬 | 1.58% | +848+5.7% | 加碼 |
| Farther Finance Advisors, LLC | 15,614 | $816.8 萬 | 0.21% | +3,016+23.9% | 加碼 |
| Alapocas Investment Partners, Inc. | 15,567 | $815.3 萬 | 4.99% | −492−3.1% | 減碼 |
| SOL Capital Management CO | 15,511 | $812.4 萬 | 0.90% | +200+1.3% | 加碼 |
| Atlantic Union Bankshares Corp | 15,494 | $811.5 萬 | 0.49% | −1,389−8.2% | 減碼 |
| Ostrum Asset Management | 15,489 | $811.2 萬 | 0.43% | −362−2.3% | 減碼 |
| Los Angeles Capital Management LLC | 15,477 | $810.6 萬 | 0.04% | −1,569−9.2% | 減碼 |
| LMR Partners LLP | 15,455 | $809.5 萬 | 0.16% | −3,107−16.7% | 減碼 |
| Harbour Trust & Investment Management Co | 15,421 | $807.7 萬 | 0.98% | +740+5.0% | 加碼 |
| Banque de Luxembourg S.A. | 15,352 | $804.1 萬 | 4.60% | +159+1.0% | 加碼 |
| Arkadios Wealth Advisors | 15,350 | $804.0 萬 | 0.30% | +5,631+57.9% | 加碼 |
| Venture Visionary Partners LLC | 15,329 | $802.9 萬 | 0.34% | −2,455−13.8% | 減碼 |
| Naples Global Advisors, LLC | 15,325 | $802.6 萬 | 0.76% | +857+5.9% | 加碼 |
| Leavell Investment Management, Inc. | 15,272 | $799.9 萬 | 0.40% | −2,568−14.4% | 減碼 |
| Terry L. Blaker | 15,235 | $797.9 萬 | 0.32% | −19,299−55.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 15,177 | $794.9 萬 | 0.63% | −1,686−10.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 15,169 | $794.4 萬 | 2.30% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 15,154 | $793.7 萬 | 0.12% | −4,951−24.6% | 減碼 |
| Jefferies Financial Group Inc. | 15,119 | $791.9 萬 | 0.14% | −122,090−89.0% | 減碼 |
| Paradigm Financial Partners, LLC | 15,063 | $788.9 萬 | 0.98% | −840−5.3% | 減碼 |
| First National Bank of Omaha | 15,055 | $788.5 萬 | 0.54% | −498−3.2% | 減碼 |
| Sigma Planning Corp | 15,048 | $788.1 萬 | 0.25% | +457+3.1% | 加碼 |
| Pitcairn Co | 15,041 | $787.8 萬 | 0.48% | −897−5.6% | 減碼 |