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
- 3,054
- 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 1,399 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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 3,201 | $86.6 萬 | 0.36% | +241+8.1% | 加碼 |
| Capital & Planning, LLC | 3,203 | $86.7 萬 | 0.53% | +3,203 | 新進 |
| Hartford Funds Management Co LLC | 3,207 | $86.8 萬 | 0.08% | +517+19.2% | 加碼 |
| Founders Financial Alliance, LLC | 3,209 | $86.8 萬 | 0.16% | +2,271+242.1% | 加碼 |
| United Advisor Group, LLC | 3,214 | $87.0 萬 | 0.11% | −330−9.3% | 減碼 |
| West Paces Advisors Inc. | 3,218 | $87.1 萬 | 0.17% | +262+8.9% | 加碼 |
| Cache Advisors, LLC | 3,235 | $87.5 萬 | 0.10% | 00.0% | 不變 |
| Fund 1 Investments, LLC | 3,260 | $88.2 萬 | 0.11% | +3,260 | 新進 |
| Davis R M Inc | 3,267 | $88.4 萬 | 0.02% | −363−10.0% | 減碼 |
| PUREfi Wealth, LLC | 3,269 | $88.4 萬 | 0.58% | +1,416+76.4% | 加碼 |
| MCF Advisors LLC | 3,282 | $88.8 萬 | 0.04% | +95+3.0% | 加碼 |
| Kestra Investment Management, LLC | 3,286 | $88.9 萬 | 0.02% | −1,411−30.0% | 減碼 |
| CSU Producer Resources, Inc. | 3,300 | $89.3 萬 | 2.56% | 00.0% | 不變 |
| Churchill Financial Advisors, LLC | 3,300 | $89.3 萬 | 0.19% | +600+22.2% | 加碼 |
| Bridgefront Capital, LLC | 3,309 | $89.5 萬 | 0.22% | −1,172−26.2% | 減碼 |
| Invesco, LLC | 3,311 | $89.6 萬 | 0.31% | +70+2.2% | 加碼 |
| Continuum Advisory, LLC | 3,314 | $89.7 萬 | 0.09% | +337+11.3% | 加碼 |
| RiverFront Investment Group, LLC | 3,319 | $89.8 萬 | 0.01% | +379+12.9% | 加碼 |
| Abundance Wealth Counselors | 3,319 | $89.8 萬 | 0.13% | +659+24.8% | 加碼 |
| Colonial River Wealth Management, LLC | 3,324 | $89.9 萬 | 0.32% | +50+1.5% | 加碼 |
| Revolve Wealth Partners, LLC | 3,337 | $90.3 萬 | 0.12% | −199−5.6% | 減碼 |
| SevenBridge Financial Group, LLC | 2,554 | $90.3 萬 | 0.14% | −6,915−73.0% | 減碼 |
| TLWM | 3,340 | $90.4 萬 | 0.16% | +445+15.4% | 加碼 |
| Requisite Capital Management, LLC | 3,341 | $90.4 萬 | 0.17% | +3+0.1% | 加碼 |
| SGL Investment Advisors, Inc. | 2,355 | $90.5 萬 | 0.34% | −23−1.0% | 減碼 |
| V-Square Quantitative Management LLC | 3,346 | $90.5 萬 | 0.10% | +361+12.1% | 加碼 |
| Institute for Wealth Management, LLC. | 3,348 | $90.6 萬 | 0.10% | +85+2.6% | 加碼 |
| Ellevest, Inc. | 3,349 | $90.6 萬 | 0.13% | +165+5.2% | 加碼 |
| ZWJ Investment Counsel Inc | 3,357 | $90.8 萬 | 0.03% | +2+0.1% | 加碼 |
| Signature Wealth Management Group | 3,360 | $90.9 萬 | 0.35% | +3,360 | 新進 |
| Ascent Wealth Partners, LLC | 3,365 | $91.1 萬 | 0.11% | +38+1.1% | 加碼 |
| Intellectus Partners, LLC | 3,367 | $91.1 萬 | 0.19% | −14−0.4% | 減碼 |
| Evansbrook LLC | 3,372 | $91.3 萬 | 0.61% | −84−2.4% | 減碼 |
| HHM Wealth Advisors, LLC | 3,377 | $91.4 萬 | 0.11% | +63+1.9% | 加碼 |
| Wellspring Financial Advisors, LLC | 3,385 | $91.6 萬 | 0.07% | −1,308−27.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 3,390 | $91.7 萬 | 0.12% | −14,792−81.4% | 減碼 |
| Wellington Shields & Co., LLC | 3,412 | $92.3 萬 | 0.24% | +1,432+72.3% | 加碼 |
| Avaii Wealth Management, LLC | 3,412 | $92.3 萬 | 0.32% | −2,055−37.6% | 減碼 |
| Defined Wealth Management, LLC | 3,413 | $92.4 萬 | 0.54% | +30+0.9% | 加碼 |
| Harbour Investment Management LLC | 3,416 | $92.4 萬 | 0.50% | +79+2.4% | 加碼 |
| BlueStem Wealth Partners, LLC | 3,416 | $92.4 萬 | 0.10% | −82−2.3% | 減碼 |
| Victory Financial Group, LLC | 3,426 | $92.7 萬 | 0.11% | +647+23.3% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,435 | $92.9 萬 | 0.02% | −68−1.9% | 減碼 |
| Pictet North America Advisors SA | 3,440 | $93.1 萬 | 0.09% | 00.0% | 不變 |
| Golden State Equity Partners | 3,458 | $93.6 萬 | 0.07% | +1,064+44.4% | 加碼 |
| Rooted Wealth Advisors, Inc. | 2,895 | $93.7 萬 | 0.25% | +243+9.2% | 加碼 |
| Bearing Point Capital, LLC | 3,462 | $93.7 萬 | 0.15% | −1,772−33.9% | 減碼 |
| Boyd Watterson Asset Management LLC | 3,466 | $93.8 萬 | 0.29% | +279+8.8% | 加碼 |
| US Asset Management LLC | 3,469 | $93.9 萬 | 0.81% | −15−0.4% | 減碼 |
| James J. Burns & Company, LLC | 3,470 | $93.9 萬 | 0.13% | −10.0% | 減碼 |
| Alta Advisers Ltd | 3,477 | $94.1 萬 | 0.34% | 00.0% | 不變 |
| Cassia Capital Partners, LLC | 3,479 | $94.1 萬 | 0.48% | +1,081+45.1% | 加碼 |
| Chung Wu Investment Group, LLC | 3,505 | $94.8 萬 | 0.82% | −1,570−30.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 3,509 | $95.0 萬 | 0.02% | −714−16.9% | 減碼 |
| X-Square Capital, LLC | 3,519 | $95.2 萬 | 0.32% | +873+33.0% | 加碼 |
| Foster Group, Inc. | 3,525 | $95.4 萬 | 0.03% | −146−4.0% | 減碼 |
| Generation Capital Management LLC | 3,546 | $96.0 萬 | 0.70% | −10−0.3% | 減碼 |
| NBC Securities, Inc. | 3,556 | $96.2 萬 | 0.07% | +356+11.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,563 | $96.4 萬 | 0.14% | +387+12.2% | 加碼 |
| 1776 Wealth LLC | 3,569 | $96.6 萬 | 0.38% | −137−3.7% | 減碼 |
| Solidarilty Wealth, LLC | 3,577 | $96.8 萬 | 0.19% | −3,529−49.7% | 減碼 |
| Torrey Growth & Income Advisors | 3,656 | $97.2 萬 | 0.41% | −405−10.0% | 減碼 |
| Elefante Mark B | 3,596 | $97.3 萬 | 0.54% | −3,401−48.6% | 減碼 |
| Gables Capital Management Inc. | 3,605 | $97.5 萬 | 0.41% | −40−1.1% | 減碼 |
| Caxton Associates LLP | 3,614 | $97.8 萬 | 0.02% | −1,050−22.5% | 減碼 |
| Grove Bank & Trust | 3,617 | $97.9 萬 | 0.11% | −106−2.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 3,629 | $98.2 萬 | 0.10% | −6−0.2% | 減碼 |
| SIH Partners, LLLP | 3,646 | $98.7 萬 | 0.03% | +3,646 | 新進 |
| Heartland Bank & Trust Co | 3,647 | $98.7 萬 | 0.22% | +2,667+272.1% | 加碼 |
| Tweedy, Browne Co LLC | 3,667 | $99.2 萬 | 0.08% | +1,208+49.1% | 加碼 |
| Revisor Wealth Management LLC | 3,671 | $99.4 萬 | 0.27% | +240+7.0% | 加碼 |
| Canopy Partners, LLC | 3,690 | $99.8 萬 | 0.34% | −101−2.7% | 減碼 |
| Union Heritage Capital, LLC | 3,692 | $99.9 萬 | 0.37% | 00.0% | 不變 |
| Howe & Rusling Inc | 3,719 | $100.6 萬 | 0.07% | −367−9.0% | 減碼 |
| SkyView Investment Advisors, LLC | 3,719 | $100.7 萬 | 0.14% | +52+1.4% | 加碼 |
| Smithfield Trust Co | 3,742 | $100.9 萬 | 0.04% | −159−4.1% | 減碼 |
| Johnson & White Wealth Management, LLC | 3,734 | $101.0 萬 | 0.43% | +65+1.8% | 加碼 |
| Bernicke Wealth Management, Ltd. | 3,734 | $101.0 萬 | 0.13% | +51+1.4% | 加碼 |
| Zullo Investment Group, Inc. | 3,743 | $101.3 萬 | 0.38% | +198+5.6% | 加碼 |
| MONECO Advisors, LLC | 3,747 | $101.4 萬 | 0.08% | +69+1.9% | 加碼 |
| Ellenbecker Investment Group | 3,749 | $101.5 萬 | 0.14% | +46+1.2% | 加碼 |
| MSH Capital Advisors LLC | 3,750 | $101.5 萬 | 0.21% | +224+6.4% | 加碼 |
| TRUE Private Wealth Advisors | 3,755 | $101.6 萬 | 0.10% | +90+2.5% | 加碼 |
| Norden Group LLC | 3,758 | $101.7 萬 | 0.10% | −631−14.4% | 減碼 |
| MJP Associates Inc | 3,762 | $101.8 萬 | 0.12% | +1,034+37.9% | 加碼 |
| Oak Asset Management, LLC | 3,763 | $101.8 萬 | 0.35% | −50−1.3% | 減碼 |
| Opal Wealth Advisors, LLC | 3,772 | $102.1 萬 | 0.23% | +104+2.8% | 加碼 |
| Oasis Advisors, LLC | 3,780 | $102.1 萬 | 0.20% | +2,603+221.2% | 加碼 |
| Fielder Capital Group LLC | 3,780 | $102.3 萬 | 0.22% | −601−13.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,795 | $102.7 萬 | 0.06% | −7,254−65.7% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 3,795 | $102.7 萬 | 0.28% | −27−0.7% | 減碼 |
| Ridgewood Investments LLC | 3,797 | $102.7 萬 | 0.42% | +3,797 | 新進 |
| Avidity Partners Management LP | 3,800 | $102.8 萬 | 0.21% | +3,800 | 新進 |
| American Investment Services, Inc. | 3,802 | $102.9 萬 | 0.23% | +3,802 | 新進 |
| Elk River Wealth Management, LLC | 3,804 | $102.9 萬 | 0.17% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 3,807 | $103.0 萬 | 0.23% | −479−11.2% | 減碼 |
| Oakworth Capital, Inc. | 3,815 | $103.2 萬 | 0.05% | −3,029−44.3% | 減碼 |
| Westside Investment Management, Inc. | 3,816 | $103.4 萬 | 0.16% | −557−12.7% | 減碼 |
| Volterra Technologies LP | 3,833 | $103.7 萬 | 0.74% | +1,133+42.0% | 加碼 |
| Howard Capital Management Inc. | 3,849 | $104.2 萬 | 0.02% | −3,911−50.4% | 減碼 |