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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 24,143 | $1,264 萬 | 6.97% | −1,795−6.9% | 減碼 |
| WoodTrust Financial Corp | 24,119 | $1,263 萬 | 1.77% | +1,725+7.7% | 加碼 |
| Sonora Investment Management Group, LLC | 24,077 | $1,261 萬 | 1.00% | +563+2.4% | 加碼 |
| Fulcrum Capital LLC | 24,013 | $1,258 萬 | 2.79% | +1,452+6.4% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 23,935 | $1,254 萬 | 0.81% | +1,024+4.5% | 加碼 |
| American National Bank | 23,810 | $1,247 萬 | 1.38% | −5,191−17.9% | 減碼 |
| Cozad Asset Management Inc | 23,755 | $1,244 萬 | 1.24% | +1,046+4.6% | 加碼 |
| Freestone Capital Holdings, LLC | 23,708 | $1,242 萬 | 0.46% | −11,391−32.5% | 減碼 |
| Great Lakes Retirement, Inc. | 23,707 | $1,242 萬 | 1.63% | +10,660+81.7% | 加碼 |
| Sienna Gestion | 24,365 | $1,240 萬 | 1.02% | −2,571−9.5% | 減碼 |
| Americana Partners, LLC | 23,630 | $1,238 萬 | 0.48% | −1,646−6.5% | 減碼 |
| Davis-Rea Ltd. | 23,548 | $1,233 萬 | 3.28% | +110+0.5% | 加碼 |
| Anchor Investment Management, LLC | 23,542 | $1,233 萬 | 1.15% | +570+2.5% | 加碼 |
| Pallas Capital Advisors LLC | 23,471 | $1,229 萬 | 0.51% | +3,402+17.0% | 加碼 |
| Capital Investment Advisors, LLC | 23,219 | $1,216 萬 | 0.24% | −2,077−8.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 23,190 | $1,215 萬 | 1.05% | −81−0.3% | 減碼 |
| Grimes & Company, Inc. | 23,005 | $1,205 萬 | 0.37% | +182+0.8% | 加碼 |
| Ally Financial Inc. | 23,000 | $1,205 萬 | 1.35% | +7,000+43.8% | 加碼 |
| Robeco Schweiz AG | 22,971 | $1,203 萬 | 0.30% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 29,174 | $1,200 萬 | 0.17% | 00.0% | 不變 |
| Miramar Capital, LLC | 22,915 | $1,200 萬 | 2.86% | −510−2.2% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 22,911 | $1,200 萬 | 1.95% | +1,445+6.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 22,839 | $1,196 萬 | 0.79% | −354−1.5% | 減碼 |
| Bleakley Financial Group, LLC | 22,830 | $1,196 萬 | 0.38% | −1,264−5.2% | 減碼 |
| Payden & Rygel | 22,780 | $1,193 萬 | 1.03% | −5,600−19.7% | 減碼 |
| Broderick Brian C | 22,747 | $1,191 萬 | 2.43% | −14−0.1% | 減碼 |
| Greenleaf Trust | 22,558 | $1,181 萬 | 0.11% | −684−2.9% | 減碼 |
| CAPROCK Group, Inc. | 22,542 | $1,181 萬 | 0.36% | +301+1.4% | 加碼 |
| Boston Private Wealth LLC | 22,495 | $1,178 萬 | 0.48% | −1,257−5.3% | 減碼 |
| Iyo Bank, Ltd. | 22,410 | $1,174 萬 | 3.78% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 22,399 | $1,173 萬 | 0.21% | +154+0.7% | 加碼 |
| Eldred Rock Partners, LLC | 22,295 | $1,161 萬 | 3.55% | +2,100+10.4% | 加碼 |
| Callan Family Office, LLC | 22,149 | $1,160 萬 | 0.87% | −9,212−29.4% | 減碼 |
| Bourgeon Capital Management LLC | 22,106 | $1,158 萬 | 2.49% | −255−1.1% | 減碼 |
| Smithbridge Asset Management Inc | 22,068 | $1,156 萬 | 2.14% | +22,068 | 新進 |
| Mount Yale Investment Advisors, LLC | 21,823 | $1,143 萬 | 0.98% | +973+4.7% | 加碼 |
| Churchill Management Corp | 21,809 | $1,142 萬 | 0.14% | −237−1.1% | 減碼 |
| Torray LLC | 21,798 | $1,142 萬 | 1.70% | −20−0.1% | 減碼 |
| Plato Investment Management Ltd | 21,548 | $1,141 萬 | 0.96% | −1,264−5.5% | 減碼 |
| Clearstead Advisors, LLC | 21,663 | $1,135 萬 | 0.18% | −23,663−52.2% | 減碼 |
| Hilltop Holdings Inc. | 21,651 | $1,134 萬 | 0.72% | +952+4.6% | 加碼 |
| Mission Wealth Management, LP | 21,626 | $1,133 萬 | 0.28% | +243+1.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 21,571 | $1,130 萬 | 0.34% | +1,811+9.2% | 加碼 |
| Polar Asset Management Partners Inc. | 21,472 | $1,125 萬 | 0.37% | +17,572+450.6% | 加碼 |
| Adell Harriman & Carpenter Inc | 21,452 | $1,124 萬 | 0.85% | −8,815−29.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 21,366 | $1,119 萬 | 0.37% | +21,366 | 新進 |
| Beacon Investment Advisory Services, Inc. | 21,344 | $1,118 萬 | 0.52% | −496−2.3% | 減碼 |
| Strong Tower Advisory Services | 21,186 | $1,112 萬 | 2.73% | +2,124+11.1% | 加碼 |
| Sawgrass Asset Management LLC | 21,119 | $1,106 萬 | 1.36% | −1,100−5.0% | 減碼 |
| Moore Capital Management, LP | 21,059 | $1,103 萬 | 0.37% | −8,941−29.8% | 減碼 |
| Advisory Research Inc | 21,037 | $1,102 萬 | 1.94% | −1,341−6.0% | 減碼 |
| Soltis Investment Advisors LLC | 21,028 | $1,101 萬 | 0.98% | −416−1.9% | 減碼 |
| Artemis Investment Management LLP | 21,025 | $1,101 萬 | 0.17% | −451−2.1% | 減碼 |
| Signaturefd, LLC | 20,996 | $1,100 萬 | 0.21% | +539+2.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 20,926 | $1,096 萬 | 0.67% | −2,775−11.7% | 減碼 |
| DuPont Capital Management Corp | 20,925 | $1,096 萬 | 1.21% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 20,848 | $1,092 萬 | 0.20% | +2,442+13.3% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 20,768 | $1,088 萬 | 1.56% | −2,686−11.5% | 減碼 |
| Zions Bancorporation, National Association | 20,745 | $1,087 萬 | 0.69% | +20,745 | 新進 |
| Longbow Finance SA | 20,704 | $1,084 萬 | 1.30% | −4,446−17.7% | 減碼 |
| Quadrant Capital Group LLC | 20,657 | $1,082 萬 | 0.40% | +9,410+83.7% | 加碼 |
| Merit Financial Group, LLC | 20,573 | $1,077 萬 | 0.16% | +5,784+39.1% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 20,488 | $1,073 萬 | 3.13% | −19,675−49.0% | 減碼 |
| Wedge Capital Management L L P | 20,461 | $1,072 萬 | 0.21% | +1,997+10.8% | 加碼 |
| Stokes Capital Advisors, LLC | 20,455 | $1,071 萬 | 2.72% | +1,153+6.0% | 加碼 |
| Banque Cantonale Vaudoise | 20,450 | $1,071 萬 | 0.47% | +20,450 | 新進 |
| Westpac Banking Corp | 20,289 | $1,063 萬 | 0.78% | −1,304−6.0% | 減碼 |
| Kingdon Capital Management, L.L.C. | 20,262 | $1,061 萬 | 2.20% | +20,262 | 新進 |
| Richard Bernstein Advisors LLC | 20,174 | $1,057 萬 | 0.26% | −888−4.2% | 減碼 |
| Haverford Financial Services, Inc. | 20,165 | $1,056 萬 | 3.25% | −113−0.6% | 減碼 |
| Kesler, Norman & Wride, LLC | 20,160 | $1,056 萬 | 2.01% | +950+4.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 20,131 | $1,054 萬 | 0.15% | −2,328−10.4% | 減碼 |
| Fundamentun, LLC | 20,116 | $1,054 萬 | 0.56% | +3,861+23.8% | 加碼 |
| Janney Capital Management LLC | 20,037 | $1,050 萬 | 0.72% | −4,995−20.0% | 減碼 |
| Greenwich Wealth Management LLC | 20,014 | $1,048 萬 | 0.79% | −229−1.1% | 減碼 |
| TCTC Holdings, LLC | 19,976 | $1,046 萬 | 0.37% | −32−0.2% | 減碼 |
| HighPoint Advisor Group LLC | 25,488 | $1,043 萬 | 0.61% | −427−1.6% | 減碼 |
| Evexia Wealth LLC | 17,937 | $1,038 萬 | 3.77% | +54+0.3% | 加碼 |
| Scholtz & Company, LLC | 19,801 | $1,037 萬 | 5.13% | −705−3.4% | 減碼 |
| Toth Financial Advisory Corp | 19,795 | $1,037 萬 | 1.25% | −409−2.0% | 減碼 |
| Savant Capital, LLC | 19,795 | $1,037 萬 | 0.09% | −2,071−9.5% | 減碼 |
| Summit Trail Advisors, LLC | 19,662 | $1,030 萬 | 0.34% | +3,659+22.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 19,576 | $1,025 萬 | 0.63% | +495+2.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 33,921 | $1,024 萬 | 0.56% | +33,921 | 新進 |
| Red Door Wealth Management, LLC | 19,468 | $1,020 萬 | 1.51% | +1,496+8.3% | 加碼 |
| Logan Capital Management Inc | 19,397 | $1,016 萬 | 0.46% | −1,781−8.4% | 減碼 |
| GWN Securities Inc. | 22,686 | $1,015 萬 | 0.57% | +22,044+3,433.6% | 加碼 |
| Roundview Capital LLC | 19,334 | $1,013 萬 | 0.73% | −4,105−17.5% | 減碼 |
| Motco | 19,299 | $1,011 萬 | 1.07% | +751+4.0% | 加碼 |
| Mirabaud & Cie SA | 19,286 | $1,010 萬 | 3.45% | +361+1.9% | 加碼 |
| Unison Asset Management LLC | 18,547 | $1,008 萬 | 5.94% | +256+1.4% | 加碼 |
| AIA Group Ltd | 19,253 | $1,008 萬 | 0.25% | −4,730−19.7% | 減碼 |
| Bearing Point Capital, LLC | 19,250 | $1,008 萬 | 2.14% | +1,603+9.1% | 加碼 |
| Biondo Investment Advisors, LLC | 19,242 | $1,008 萬 | 1.43% | +861+4.7% | 加碼 |
| Mattern Capital Management, LLC | 19,184 | $1,005 萬 | 1.28% | +471+2.5% | 加碼 |
| Marks Group Wealth Management, Inc | 19,136 | $1,002 萬 | 0.96% | −12,090−38.7% | 減碼 |
| Forbes J M & Co LLP | 19,097 | $1,000 萬 | 0.97% | +502+2.7% | 加碼 |
| APG Asset Management US Inc. | 19,083 | $998.3 萬 | 0.08% | 00.0% | 不變 |
| Core Alternative Capital | 18,972 | $993.7 萬 | 2.39% | −3,038−13.8% | 減碼 |
| Bank of Nova Scotia Trust Co | 18,929 | $991.4 萬 | 1.06% | +553+3.0% | 加碼 |