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。
2026 年第 1 季 13F 持有人
UnitedHealth Group Inc 在 2026/3/31 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
- 3,055
- 較 2025 年第 4 季 −204 家
- 持有股數
- 7.48 億
- 較 2025 年第 4 季 +1.04 億 (+16.1%)
- 總市值
- $2,024 億
- 較 2025 年第 4 季 −$104.6 億 (−4.9%)
- 新進機構
- 193
- 另有 1,206 家加碼
- 清倉機構
- 397
- 另有 1,400 家減碼
另有 53 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 1,603 | $43.4 萬 | 0.03% | −108−6.3% | 減碼 |
| Brookwood Investment Group LLC | 1,604 | $43.4 萬 | 0.06% | −238−12.9% | 減碼 |
| Legacy Wealth Advisors, LLC | 1,605 | $43.4 萬 | 0.22% | +189+13.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 1,606 | $43.5 萬 | 0.09% | +20+1.3% | 加碼 |
| Copley Financial Group, Inc. | 1,608 | $43.5 萬 | 0.26% | −90−5.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,608 | $43.5 萬 | 0.07% | +1,608 | 新進 |
| Diligent Investors, LLC | 1,608 | $43.5 萬 | 0.11% | +229+16.6% | 加碼 |
| Washington Trust Co | 1,609 | $43.5 萬 | 0.01% | +258+19.1% | 加碼 |
| Cushing Capital Partners, LLC | 1,610 | $43.6 萬 | 0.33% | +1,610 | 新進 |
| LMG Wealth Partners, LLC | 1,611 | $43.6 萬 | 0.08% | +11+0.7% | 加碼 |
| Means Investment Co., Inc. | 1,619 | $43.8 萬 | 0.04% | −93−5.4% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,621 | $43.9 萬 | 0.11% | +78+5.1% | 加碼 |
| First National Bank Sioux Falls | 1,387 | $43.9 萬 | 0.12% | −183−11.7% | 減碼 |
| Soundwatch Capital LLC | 1,626 | $44.0 萬 | 0.06% | −16−1.0% | 減碼 |
| J. Derek Lewis & Associates Inc. | 1,732 | $44.2 萬 | 0.10% | +193+12.5% | 加碼 |
| Droms Strauss Advisors Inc | 1,637 | $44.3 萬 | 0.12% | 00.0% | 不變 |
| Retirement Planning Group, LLC | 1,638 | $44.3 萬 | 0.29% | −24−1.4% | 減碼 |
| Clearwave Capital, LLC | 1,639 | $44.4 萬 | 0.30% | +11+0.7% | 加碼 |
| Thrive Wealth Management, LLC | 1,642 | $44.4 萬 | 0.07% | −29−1.7% | 減碼 |
| Fairscale Capital, LLC | 1,649 | $44.6 萬 | 0.31% | −55−3.2% | 減碼 |
| Cascade Financial Partners, LLC | 1,652 | $44.7 萬 | 0.05% | −375−18.5% | 減碼 |
| Root Financial Partners, LLC | 1,652 | $44.7 萬 | 0.02% | +35+2.2% | 加碼 |
| Cambridge Advisors Inc. | 1,655 | $44.8 萬 | 0.09% | −467−22.0% | 減碼 |
| Genesee Capital Advisors, LLC | 1,660 | $44.9 萬 | 0.19% | +17+1.0% | 加碼 |
| Eads & Heald Wealth Management | 1,660 | $44.9 萬 | 0.22% | −430−20.6% | 減碼 |
| Claris Advisors, LLC | 1,663 | $45.0 萬 | 0.13% | 00.0% | 不變 |
| Gladius Capital Management LP | 1,663 | $45.0 萬 | 0.34% | −620−27.2% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 1,671 | $45.2 萬 | 0.05% | +237+16.5% | 加碼 |
| Consolidated Planning Corp | 1,674 | $45.3 萬 | 0.07% | +807+93.1% | 加碼 |
| Intrua Financial, LLC | 1,675 | $45.3 萬 | 0.05% | −359−17.6% | 減碼 |
| Detalus Advisors, LLC | 1,679 | $45.4 萬 | 0.10% | −2−0.1% | 減碼 |
| Mosley Wealth Management | 1,317 | $45.5 萬 | 0.21% | +16+1.2% | 加碼 |
| Weaver Consulting Group | 1,682 | $45.5 萬 | 0.11% | −66−3.8% | 減碼 |
| KC Investment Advisors, LLC | 1,684 | $45.6 萬 | 0.11% | +321+23.6% | 加碼 |
| 1015 Capital Partners, LLC | 1,686 | $45.6 萬 | 0.44% | −38−2.2% | 減碼 |
| White Lighthouse Investment Management Inc. | 1,686 | $45.6 萬 | 0.06% | −130−7.2% | 減碼 |
| Reflection Asset Management | 1,662 | $45.8 萬 | 0.28% | +622+59.8% | 加碼 |
| CLG LLC | 1,693 | $45.8 萬 | 0.11% | +45+2.7% | 加碼 |
| Horizon Kinetics Asset Management LLC | 1,695 | $45.9 萬 | 0.00% | +100+6.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 1,696 | $45.9 萬 | 0.25% | +75+4.6% | 加碼 |
| Jackson Thornton Asset Management, LLC | 1,508 | $45.9 萬 | 0.04% | −139−8.4% | 減碼 |
| Moseley Investment Management Inc | 1,696 | $45.9 萬 | 0.15% | −197−10.4% | 減碼 |
| Mad River Investors | 1,700 | $46.0 萬 | 0.17% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 1,702 | $46.1 萬 | 0.34% | +540+46.5% | 加碼 |
| Voya Financial Advisors, Inc. | 1,782 | $46.2 萬 | 0.05% | −736−29.2% | 減碼 |
| TFR Capital, LLC. | 1,709 | $46.2 萬 | 0.14% | +818+91.8% | 加碼 |
| Clarus Wealth Advisors | 1,504 | $46.3 萬 | 0.20% | +449+42.6% | 加碼 |
| Drive Wealth Management, LLC | 1,711 | $46.3 萬 | 0.10% | −656−27.7% | 減碼 |
| Prudent Man Advisors, LLC | 1,713 | $46.4 萬 | 0.14% | +279+19.5% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 1,715 | $46.4 萬 | 0.13% | +7+0.4% | 加碼 |
| Golden State Wealth Management, LLC | 1,718 | $46.5 萬 | 0.05% | +121+7.6% | 加碼 |
| Financial Network Wealth Management LLC | 1,719 | $46.5 萬 | 0.15% | −232−11.9% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 1,721 | $46.6 萬 | 0.33% | +22+1.3% | 加碼 |
| Pacitti Group Inc. | 1,723 | $46.6 萬 | 0.17% | +8+0.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 1,725 | $46.7 萬 | 0.08% | −7−0.4% | 減碼 |
| Park National Corp | 1,727 | $46.7 萬 | 0.01% | +423+32.4% | 加碼 |
| GenTrust, LLC | 1,730 | $46.8 萬 | 0.02% | +577+50.0% | 加碼 |
| Aviso Wealth Management | 1,731 | $46.8 萬 | 0.21% | +414+31.4% | 加碼 |
| BDFS Capital LLC | 1,739 | $47.1 萬 | 0.23% | +141+8.8% | 加碼 |
| Rexford Capital Inc | 1,741 | $47.1 萬 | 0.34% | +143+8.9% | 加碼 |
| Range Advisory, LLC | 1,743 | $47.2 萬 | 0.09% | +381+28.0% | 加碼 |
| Trust Co of the South | 1,744 | $47.2 萬 | 0.08% | 00.0% | 不變 |
| Spectrum Planning & Advisory Services Inc. | 1,744 | $47.2 萬 | 0.23% | −22−1.2% | 減碼 |
| High Net Worth Advisory Group LLC | 1,745 | $47.2 萬 | 0.11% | +518+42.2% | 加碼 |
| Amplius Wealth Advisors, LLC | 1,746 | $47.3 萬 | 0.04% | −330−15.9% | 減碼 |
| My Personal CFO, LLC | 1,754 | $47.5 萬 | 0.21% | 00.0% | 不變 |
| Winthrop Partners - WNY, LLC | 1,758 | $47.6 萬 | 0.25% | −99−5.3% | 減碼 |
| Aurora Private Wealth, Inc. | 1,449 | $47.6 萬 | 0.34% | 00.0% | 不變 |
| Asset One Wealth Management LLC | 1,378 | $47.7 萬 | 0.05% | +1,378 | 新進 |
| Nabity-Jensen Investment Management Inc | 1,762 | $47.7 萬 | 0.33% | −337−16.1% | 減碼 |
| First Interstate Bank | 1,770 | $47.9 萬 | 0.03% | −8,927−83.5% | 減碼 |
| Agate Pass Investment Management, LLC | 1,771 | $47.9 萬 | 0.19% | +80+4.7% | 加碼 |
| Sierra Capital LLC | 1,779 | $48.1 萬 | 0.05% | 00.0% | 不變 |
| StoneX Group Inc. | 1,779 | $48.1 萬 | 0.03% | −11,536−86.6% | 減碼 |
| Freedom Financial Partners LLC | 1,780 | $48.2 萬 | 0.17% | +1+0.1% | 加碼 |
| Summit Wealth Group LLC | 1,789 | $48.4 萬 | 0.05% | +500+38.8% | 加碼 |
| Summit Wealth Group, LLC | 1,790 | $48.4 萬 | 0.11% | +145+8.8% | 加碼 |
| Storgate, LLC | 1,790 | $48.4 萬 | 0.38% | +898+100.7% | 加碼 |
| Wealth Management Partners, LLC | 1,797 | $48.5 萬 | 0.14% | −35−1.9% | 減碼 |
| Canandaigua National Corp | 1,793 | $48.5 萬 | 0.04% | +1,793 | 新進 |
| Sage Private Wealth Group, LLC | 1,804 | $48.8 萬 | 0.25% | +50+2.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 1,804 | $48.8 萬 | 0.03% | −163−8.3% | 減碼 |
| Waterfront Wealth Inc. | 1,812 | $49.0 萬 | 0.09% | +1,812 | 新進 |
| North Star Investment Management Corp. | 1,816 | $49.1 萬 | 0.03% | −5−0.3% | 減碼 |
| Traynor Capital Management, Inc. | 1,879 | $49.2 萬 | 0.03% | +360+23.7% | 加碼 |
| Presidio Capital Management, LLC | 1,821 | $49.3 萬 | 0.14% | −338−15.7% | 減碼 |
| PeakShares LLC | 1,823 | $49.3 萬 | 0.45% | +524+40.3% | 加碼 |
| Element Wealth, LLC | 1,825 | $49.4 萬 | 0.20% | +88+5.1% | 加碼 |
| 180 Wealth Advisors, LLC | 1,830 | $49.5 萬 | 0.06% | +555+43.5% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $49.5 萬 | 0.00% | 00.0% | 不變 |
| Kellett Schaffner Wealth Advisors LLC | 1,834 | $49.6 萬 | 0.27% | +88+5.0% | 加碼 |
| TopTier Wealth Management, LLC | 1,842 | $49.8 萬 | 0.31% | −213−10.4% | 減碼 |
| Foundation Wealth Management, LLC | 1,844 | $49.9 萬 | 0.18% | +24+1.3% | 加碼 |
| Keating Financial Advisory Services, Inc. | 1,846 | $50.0 萬 | 0.08% | −3,152−63.1% | 減碼 |
| Farmers Trust Co | 1,848 | $50.0 萬 | 0.08% | +67+3.8% | 加碼 |
| AlphaStar Capital Management, LLC | 1,850 | $50.0 萬 | 0.04% | +290+18.6% | 加碼 |
| Keb Asset Management, LLC | 1,850 | $50.1 萬 | 0.10% | −117−5.9% | 減碼 |
| Weinberger Asset Management, Inc | 1,855 | $50.2 萬 | 0.19% | −13−0.7% | 減碼 |
| Burns Matteson Capital Management, LLC | 1,858 | $50.3 萬 | 0.20% | −4,594−71.2% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 1,863 | $50.4 萬 | 0.05% | +615+49.3% | 加碼 |