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 |
|---|---|---|---|---|---|
| Pictet Bank & Trust Ltd | 2,423 | $65.6 萬 | 0.86% | −219−8.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,155 | $65.6 萬 | 0.01% | −22−1.0% | 減碼 |
| Lakeshore Capital Group, Inc. | 2,430 | $65.8 萬 | 0.54% | +54+2.3% | 加碼 |
| Legato Capital Management LLC | 2,435 | $65.9 萬 | 0.06% | −4,131−62.9% | 減碼 |
| Tempo Wealth, LLC | 2,438 | $66.0 萬 | 0.12% | −311−11.3% | 減碼 |
| LVM Capital Management Ltd | 2,440 | $66.0 萬 | 0.06% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 2,440 | $66.0 萬 | 0.06% | −44−1.8% | 減碼 |
| Coign Capital Advisors LLC | 2,448 | $66.2 萬 | 0.35% | +348+16.6% | 加碼 |
| Empirical Asset Management, LLC | 2,450 | $66.3 萬 | 0.18% | −3,175−56.4% | 減碼 |
| Impact Partnership Wealth, LLC | 2,451 | $66.3 萬 | 0.08% | −74−2.9% | 減碼 |
| Salvus Wealth Management, LLC | 2,454 | $66.4 萬 | 0.39% | −24−1.0% | 減碼 |
| Charter Trust Co | 2,455 | $66.4 萬 | 0.04% | −1,469−37.4% | 減碼 |
| Quent Capital, LLC | 2,459 | $66.5 萬 | 0.05% | −773−23.9% | 減碼 |
| Garrison Point Advisors, LLC | 2,461 | $66.6 萬 | 0.30% | 00.0% | 不變 |
| RBA Wealth Management, LLC | 2,461 | $66.6 萬 | 0.24% | +27+1.1% | 加碼 |
| CoreCap Advisors, LLC | 2,462 | $66.6 萬 | 0.02% | −694−22.0% | 減碼 |
| Cambient Family Office, LLC | 2,466 | $66.7 萬 | 0.09% | +632+34.5% | 加碼 |
| Alesco Advisors LLC | 2,468 | $66.8 萬 | 0.02% | +2,468 | 新進 |
| Legacy Financial Advisors, Inc. | 2,470 | $66.8 萬 | 0.09% | +148+6.4% | 加碼 |
| Twelve Points Wealth Management LLC | 2,471 | $66.9 萬 | 0.15% | +200+8.8% | 加碼 |
| Topsail Wealth Management, LLC | 2,476 | $67.0 萬 | 0.10% | +17+0.7% | 加碼 |
| McDonald Partners LLC | 2,479 | $67.1 萬 | 0.16% | +291+13.3% | 加碼 |
| Future Financial Wealth Managment LLC | 2,136 | $67.1 萬 | 0.43% | +75+3.6% | 加碼 |
| Centurion Wealth Management LLC | 2,483 | $67.2 萬 | 0.15% | −107−4.1% | 減碼 |
| Sunpointe, LLC | 2,486 | $67.3 萬 | 0.22% | −67−2.6% | 減碼 |
| American Money Management, LLC | 2,487 | $67.3 萬 | 0.11% | −143−5.4% | 減碼 |
| California First Leasing Corp | 2,489 | $67.3 萬 | 0.22% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 2,490 | $67.4 萬 | 0.16% | +50+2.0% | 加碼 |
| Retirement Planning Group | 2,490 | $67.4 萬 | 0.02% | +315+14.5% | 加碼 |
| Financial Solutions Advisory Group, Inc. | 2,499 | $67.6 萬 | 0.09% | +2,499 | 新進 |
| Aprio Wealth Management, LLC | 2,503 | $67.7 萬 | 0.04% | −622−19.9% | 減碼 |
| World Equity Group, Inc. | 2,505 | $67.8 萬 | 0.18% | −205−7.6% | 減碼 |
| Northbridge Financial Group, LLC | 2,167 | $67.8 萬 | 0.29% | −15−0.7% | 減碼 |
| Beacon Financial Group | 2,507 | $67.8 萬 | 0.07% | −60−2.3% | 減碼 |
| Parcion Private Wealth LLC | 2,507 | $67.8 萬 | 0.04% | +125+5.2% | 加碼 |
| Numerai GP LLC | 2,511 | $67.9 萬 | 0.07% | +2,511 | 新進 |
| Iams Wealth Management, LLC | 2,514 | $68.0 萬 | 0.24% | +1,453+136.9% | 加碼 |
| Patten Group, Inc. | 2,516 | $68.1 萬 | 0.12% | −1,176−31.9% | 減碼 |
| Consilium Wealth Advisory, LLC | 2,517 | $68.1 萬 | 0.23% | +169+7.2% | 加碼 |
| DF Dent & Co Inc | 2,518 | $68.1 萬 | 0.01% | −159−5.9% | 減碼 |
| Onefund, LLC | 2,490 | $68.2 萬 | 0.44% | −203−7.5% | 減碼 |
| Perennial Investment Advisors, LLC | 2,526 | $68.3 萬 | 0.05% | −1,654−39.6% | 減碼 |
| Chesapeake Wealth Management | 2,527 | $68.4 萬 | 0.21% | −1,315−34.2% | 減碼 |
| DRW Securities, LLC | 2,527 | $68.4 萬 | 0.04% | +1,374+119.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,530 | $68.5 萬 | 0.20% | −195−7.2% | 減碼 |
| Atlantic Trust, LLC | 2,532 | $68.5 萬 | 0.11% | −155−5.8% | 減碼 |
| First Bank & Trust | 2,535 | $68.6 萬 | 0.11% | +601+31.1% | 加碼 |
| Keebeck Wealth Management, LLC | 2,542 | $68.8 萬 | 0.08% | −1,397−35.5% | 減碼 |
| Ellis Investment Partners, LLC | 2,542 | $68.8 萬 | 0.12% | −191−7.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,545 | $68.9 萬 | 0.10% | −600−19.1% | 減碼 |
| Alpha Family Trust | 2,550 | $69.0 萬 | 0.33% | +75+3.0% | 加碼 |
| Rede Wealth, LLC | 2,552 | $69.1 萬 | 0.25% | −65−2.5% | 減碼 |
| Brand Asset Management Group, Inc. | 2,558 | $69.2 萬 | 0.18% | +20+0.8% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,559 | $69.2 萬 | 0.15% | +156+6.5% | 加碼 |
| Rockland Trust Co | 2,560 | $69.3 萬 | 0.03% | −44−1.7% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,560 | $69.3 萬 | 0.24% | +403+18.7% | 加碼 |
| Cornerstone Advisory, LLC | 2,563 | $69.3 萬 | 0.07% | +63+2.5% | 加碼 |
| PFW Advisors LLC | 2,567 | $69.5 萬 | 0.22% | −45−1.7% | 減碼 |
| Abacus Wealth Partners, LLC | 2,568 | $69.5 萬 | 0.06% | +48+1.9% | 加碼 |
| Patron Partners Advisors, LLC | 2,570 | $69.5 萬 | 0.31% | −443−14.7% | 減碼 |
| LPWM LLC | 2,576 | $69.7 萬 | 0.18% | +133+5.4% | 加碼 |
| GeoWealth Management, LLC | 2,577 | $69.7 萬 | 0.03% | −515−16.7% | 減碼 |
| Counterweight Ventures, LLC | 2,578 | $69.8 萬 | 0.39% | −90−3.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 2,579 | $69.8 萬 | 0.05% | −1,382−34.9% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,579 | $69.8 萬 | 0.23% | +241+10.3% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,579 | $69.8 萬 | 0.02% | +46+1.8% | 加碼 |
| Independent Investors Inc | 2,580 | $69.8 萬 | 0.14% | −265−9.3% | 減碼 |
| OneAscent Family Office, LLC | 2,585 | $69.9 萬 | 0.49% | +285+12.4% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 2,591 | $70.1 萬 | 0.27% | +2,591 | 新進 |
| Granite Harbor Advisors, Inc. | 2,593 | $70.2 萬 | 0.31% | +413+18.9% | 加碼 |
| Exeter Financial, LLC | 2,593 | $70.2 萬 | 0.29% | +1,216+88.3% | 加碼 |
| Goepper Burkhardt LLC | 2,604 | $70.5 萬 | 0.24% | −751−22.4% | 減碼 |
| Arcus Capital Partners, LLC | 2,607 | $70.5 萬 | 0.25% | +2,607 | 新進 |
| Camden Capital, LLC | 2,614 | $70.7 萬 | 0.05% | −79−2.9% | 減碼 |
| Lodestone Wealth Management LLC | 2,617 | $70.8 萬 | 0.28% | −150−5.4% | 減碼 |
| Wrapmanager Inc | 2,622 | $71.0 萬 | 0.25% | −120−4.4% | 減碼 |
| Advocate Investing Services LLC | 2,623 | $71.0 萬 | 0.60% | +1,555+145.6% | 加碼 |
| Riverwater Partners LLC | 2,626 | $71.1 萬 | 0.24% | +168+6.8% | 加碼 |
| Elevated Capital Advisors, LLC | 2,630 | $71.2 萬 | 0.18% | −1,216−31.6% | 減碼 |
| Sanders Morris Harris LLC | 2,640 | $71.4 萬 | 0.11% | +2,640 | 新進 |
| Todd Asset Management LLC | 2,641 | $71.5 萬 | 0.01% | 00.0% | 不變 |
| BW Gestao de Investimentos Ltda. | 2,642 | $71.5 萬 | 0.03% | +2,642 | 新進 |
| Retirement Planning Co of New England, Inc. | 2,646 | $71.6 萬 | 0.29% | −3,159−54.4% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 2,647 | $71.6 萬 | 0.26% | +134+5.3% | 加碼 |
| Sentinus, LLC | 2,651 | $71.7 萬 | 0.06% | +655+32.8% | 加碼 |
| Hardy Reed LLC | 2,654 | $71.8 萬 | 0.05% | +98+3.8% | 加碼 |
| Wellington Grp LLC | 2,659 | $71.9 萬 | 0.22% | +210+8.6% | 加碼 |
| Legend Capital Advisors LLC | 2,675 | $72.4 萬 | 0.45% | +10.0% | 加碼 |
| Prosperity Financial Group, Inc. | 2,677 | $72.4 萬 | 0.27% | +129+5.1% | 加碼 |
| LRI Investments, LLC | 19,325 | $72.5 萬 | 0.06% | +520+2.8% | 加碼 |
| Winthrop Capital Management, LLC | 2,680 | $72.5 萬 | 0.19% | +174+6.9% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 2,680 | $72.5 萬 | 0.01% | +2,680 | 新進 |
| Stokes Capital Advisors, LLC | 2,684 | $72.6 萬 | 0.16% | −15,366−85.1% | 減碼 |
| Dean Investment Associates, LLC | 2,687 | $72.7 萬 | 0.10% | +1,335+98.7% | 加碼 |
| Mason & Associates Inc | 2,782 | $72.8 萬 | 0.14% | −197−6.6% | 減碼 |
| Financial Sense Advisors, Inc. | 2,696 | $73.0 萬 | 0.15% | +65+2.5% | 加碼 |
| Flow Traders U.S. LLC | 2,698 | $73.0 萬 | 0.02% | +2,698 | 新進 |
| Atom Investors LP | 2,699 | $73.0 萬 | 0.05% | −9,829−78.5% | 減碼 |
| Zions Bancorporation, National Association | 2,705 | $73.2 萬 | 0.05% | −3,882−58.9% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 2,707 | $73.2 萬 | 0.02% | +184+7.3% | 加碼 |