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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 1,866 | $50.5 萬 | 0.02% | +62+3.4% | 加碼 |
| Brady Family Wealth, LLC | 1,868 | $50.5 萬 | 0.16% | −987−34.6% | 減碼 |
| JSF Financial, LLC | 1,871 | $50.6 萬 | 0.10% | +1,871 | 新進 |
| Glen Eagle Advisors, LLC | 1,873 | $50.7 萬 | 0.07% | −582−23.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 1,874 | $50.7 萬 | 0.20% | −157−7.7% | 減碼 |
| Strategies Wealth Advisors, LLC | 1,879 | $50.8 萬 | 0.05% | −368−16.4% | 減碼 |
| a16z Perennial Management, L.P. | 1,879 | $50.8 萬 | 0.04% | 00.0% | 不變 |
| Prospect Financial Services LLC | 1,879 | $50.9 萬 | 0.31% | −1,817−49.2% | 減碼 |
| Silver Oak Securities, Inc | 1,880 | $50.9 萬 | 0.04% | −860−31.4% | 減碼 |
| Parisi Gray Wealth Management | 1,889 | $51.1 萬 | 0.12% | −31−1.6% | 減碼 |
| Ethos Financial Group, LLC | 1,893 | $51.2 萬 | 0.04% | −35−1.8% | 減碼 |
| DGS Capital Management, LLC | 1,892 | $51.2 萬 | 0.08% | −1,904−50.2% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 1,386 | $51.2 萬 | 0.32% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 1,334 | $51.3 萬 | 0.39% | −122−8.4% | 減碼 |
| Arrow Financial Corp | 1,900 | $51.4 萬 | 0.05% | −1,327−41.1% | 減碼 |
| Michels Family Financial, LLC | 1,903 | $51.5 萬 | 0.37% | +846+80.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 1,908 | $51.6 萬 | 0.06% | −193−9.2% | 減碼 |
| Peak Asset Management, LLC | 1,912 | $51.7 萬 | 0.09% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 1,918 | $51.9 萬 | 0.14% | +173+9.9% | 加碼 |
| Bull Harbor Capital LLC | 1,922 | $52.0 萬 | 0.14% | +1,922 | 新進 |
| Coco Enterprises, LLC | 1,846 | $52.0 萬 | 0.26% | +42+2.3% | 加碼 |
| Twin Focus Capital Partners, LLC | 1,925 | $52.1 萬 | 0.06% | −27−1.4% | 減碼 |
| 55 North Private Wealth, LLC | 1,927 | $52.1 萬 | 0.13% | +41+2.2% | 加碼 |
| First American Trust, FSB | 1,930 | $52.2 萬 | 0.04% | −62−3.1% | 減碼 |
| Saxon Interests, Inc. | 1,930 | $52.2 萬 | 0.18% | −945−32.9% | 減碼 |
| Financial Security Advisor, Inc. | 1,932 | $52.3 萬 | 0.10% | −289−13.0% | 減碼 |
| Virtue Asset Management LLC | 1,934 | $52.3 萬 | 0.42% | −278−12.6% | 減碼 |
| HCR Wealth Advisors | 1,937 | $52.4 萬 | 0.05% | −42−2.1% | 減碼 |
| Ifrah Financial Services, Inc. | 1,939 | $52.5 萬 | 0.14% | −62−3.1% | 減碼 |
| Keystone Financial Group | 1,840 | $52.5 萬 | 0.04% | +193+11.7% | 加碼 |
| Syntegra Private Wealth Group, LLC | 1,942 | $52.6 萬 | 0.05% | +92+5.0% | 加碼 |
| CFO4Life Group, LLC | 1,943 | $52.6 萬 | 0.08% | −602−23.7% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 1,945 | $52.6 萬 | 0.31% | 00.0% | 不變 |
| Athena Wealth Management, LLC | 1,946 | $52.7 萬 | 0.43% | +729+59.9% | 加碼 |
| TRB Wealth Management, LLC | 1,948 | $52.7 萬 | 0.07% | +1,948 | 新進 |
| WMS Group LLC | 1,949 | $52.7 萬 | 0.77% | 00.0% | 不變 |
| NCP Inc. | 1,950 | $52.8 萬 | 0.88% | −1,766−47.5% | 減碼 |
| McLean Asset Management Corp | 1,951 | $52.8 萬 | 0.09% | −49−2.5% | 減碼 |
| Landing Point Financial Group, LLC | 1,952 | $52.8 萬 | 0.26% | −45−2.3% | 減碼 |
| Westover Capital Advisors, LLC | 1,955 | $52.9 萬 | 0.10% | −183−8.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 1,956 | $52.9 萬 | 0.02% | −214−9.9% | 減碼 |
| MBL Wealth, LLC | 1,958 | $53.0 萬 | 0.04% | −2−0.1% | 減碼 |
| WealthTrust Axiom LLC | 1,961 | $53.1 萬 | 0.13% | −5−0.3% | 減碼 |
| Grandview Asset Management LLC | 1,965 | $53.2 萬 | 0.16% | −1,413−41.8% | 減碼 |
| Bell Bank | 1,966 | $53.2 萬 | 0.02% | −1,179−37.5% | 減碼 |
| Welch & Forbes LLC | 1,969 | $53.3 萬 | 0.01% | −1,093−35.7% | 減碼 |
| Blackhawk Capital Partners LLC. | 1,970 | $53.3 萬 | 0.20% | −1,221−38.3% | 減碼 |
| Ardent Capital Management, Inc. | 1,970 | $53.3 萬 | 0.23% | −25−1.3% | 減碼 |
| Abacus Planning Group, Inc. | 1,971 | $53.3 萬 | 0.07% | −228−10.4% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 1,977 | $53.5 萬 | 0.53% | +9+0.5% | 加碼 |
| Mustico Financial Group, Inc. | 1,621 | $53.5 萬 | 0.40% | +874+117.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,979 | $53.5 萬 | 0.16% | +70+3.7% | 加碼 |
| Forefront Analytics, LLC | 1,983 | $53.7 萬 | 0.49% | +531+36.6% | 加碼 |
| Sawgrass Asset Management LLC | 1,984 | $53.7 萬 | 0.08% | −49−2.4% | 減碼 |
| Smart Portfolios, LLC | 1,985 | $53.7 萬 | 0.54% | +145+7.9% | 加碼 |
| 1st Source Bank | 1,987 | $53.8 萬 | 0.03% | +219+12.4% | 加碼 |
| Synergy Investment Management, LLC | 1,990 | $53.8 萬 | 0.18% | −86−4.1% | 減碼 |
| Jacobs Equity LLC | 1,993 | $53.9 萬 | 0.48% | +300+17.7% | 加碼 |
| Secure Asset Management, LLC | 2,001 | $54.1 萬 | 0.09% | −39−1.9% | 減碼 |
| True North Advisors, LLC | 2,005 | $54.3 萬 | 0.06% | −1,062−34.6% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,007 | $54.3 萬 | 0.35% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 2,010 | $54.4 萬 | 0.14% | +102+5.3% | 加碼 |
| AXS Investments LLC | 2,011 | $54.4 萬 | 0.22% | −397−16.5% | 減碼 |
| AXA S.A. | 2,013 | $54.5 萬 | 0.21% | −200−9.0% | 減碼 |
| Lifeworks Advisors, LLC | 2,017 | $54.6 萬 | 0.07% | +291+16.9% | 加碼 |
| Taylor & Morgan Wealth Management, LLC | 2,019 | $54.6 萬 | 0.31% | −144−6.7% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 2,022 | $54.7 萬 | 0.06% | −17−0.8% | 減碼 |
| Blue Chip Partners, Inc. | 2,023 | $54.7 萬 | 0.04% | −48,291−96.0% | 減碼 |
| Certified Advisory Corp | 2,024 | $54.8 萬 | 0.05% | −3−0.1% | 減碼 |
| Stokes Family Office, LLC | 2,025 | $54.8 萬 | 0.06% | −792−28.1% | 減碼 |
| First Growth Capital LLC | 2,002 | $54.9 萬 | 0.50% | +2+0.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 2,027 | $54.9 萬 | 0.14% | −1,051−34.1% | 減碼 |
| Regal Investment Advisors LLC | 2,031 | $55.0 萬 | 0.03% | −2,536−55.5% | 減碼 |
| Resolute Wealth Strategies, LLC | 2,032 | $55.0 萬 | 0.24% | −314−13.4% | 減碼 |
| Huntleigh Advisors, Inc. | 2,033 | $55.0 萬 | 0.09% | +6+0.3% | 加碼 |
| CRA Financial Services, LLC | 2,034 | $55.0 萬 | 0.07% | −244−10.7% | 減碼 |
| Englebert Financial Advisers, LLC | 2,039 | $55.2 萬 | 0.63% | +46+2.3% | 加碼 |
| Fundamentun, LLC | 2,048 | $55.4 萬 | 0.02% | −489−19.3% | 減碼 |
| LVW Advisors, LLC | 2,054 | $55.6 萬 | 0.05% | −1,204−37.0% | 減碼 |
| Croban | 2,056 | $55.6 萬 | 0.26% | +625+43.7% | 加碼 |
| Atlas Legacy Advisors, LLC | 2,049 | $55.6 萬 | 0.10% | −51−2.4% | 減碼 |
| Crews Bank & Trust | 2,057 | $55.7 萬 | 0.08% | +3+0.1% | 加碼 |
| Yoffe Investment Management, LLC | 2,058 | $55.7 萬 | 0.71% | 00.0% | 不變 |
| Okabena Investment Services Inc | 2,060 | $55.7 萬 | 0.11% | −1,923−48.3% | 減碼 |
| Quadcap Wealth Management, LLC | 2,060 | $55.7 萬 | 0.06% | −257−11.1% | 減碼 |
| Woodward Diversified Capital, LLC | 1,719 | $55.8 萬 | 0.25% | −35−2.0% | 減碼 |
| Bigelow Investment Advisors, LLC | 2,065 | $55.9 萬 | 0.22% | −239−10.4% | 減碼 |
| Altus Wealth Group LLC | 2,077 | $56.2 萬 | 0.23% | +8+0.4% | 加碼 |
| Romano Brothers and Company | 2,078 | $56.2 萬 | 0.06% | −49−2.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,080 | $56.3 萬 | 0.06% | −296−12.5% | 減碼 |
| McAdam, LLC | 2,082 | $56.3 萬 | 0.03% | +374+21.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,082 | $56.3 萬 | 0.04% | −93−4.3% | 減碼 |
| Spirepoint Private Client, LLC | 2,082 | $56.3 萬 | 0.05% | −125−5.7% | 減碼 |
| Syverson Strege & Co | 2,082 | $56.3 萬 | 0.14% | −399−16.1% | 減碼 |
| KG&L Capital Management,LLC | 2,087 | $56.5 萬 | 0.40% | −590−22.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 2,093 | $56.6 萬 | 0.03% | +106+5.3% | 加碼 |
| Bradyco, Inc. | 2,099 | $56.8 萬 | 0.44% | −574−21.5% | 減碼 |
| Atlas Capital Advisors LLC | 2,102 | $56.9 萬 | 0.07% | +324+18.2% | 加碼 |
| Apeiron RIA LLC | 2,104 | $56.9 萬 | 0.13% | −16−0.8% | 減碼 |
| Diamant Asset Management, Inc. | 569,592 | $57.0 萬 | 0.42% | +567,422+26,148.5% | 加碼 |