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 | 3,054 | $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 |
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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 3,854 | $104.3 萬 | 0.18% | −118−3.0% | 減碼 |
| Strong Retirement Solutions LLC | 3,868 | $104.7 萬 | 0.73% | +891+29.9% | 加碼 |
| Caldwell Trust Co | 3,875 | $104.9 萬 | 0.09% | −3,168−45.0% | 減碼 |
| Capital Wealth Planning, LLC | 3,880 | $105.0 萬 | 0.01% | −651−14.4% | 減碼 |
| CMH Wealth Management LLC | 3,888 | $105.2 萬 | 0.18% | +3,888 | 新進 |
| Legacy Wealth Management, LLC | 3,908 | $105.7 萬 | 0.30% | −5,002−56.1% | 減碼 |
| Main Street Financial Solutions, LLC | 3,913 | $105.9 萬 | 0.08% | +1,188+43.6% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,916 | $106.0 萬 | 0.84% | 00.0% | 不變 |
| Nwam LLC | 3,958 | $107.1 萬 | 0.06% | −2,499−38.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,959 | $107.1 萬 | 0.07% | −4,283−52.0% | 減碼 |
| Cullen Investment Group, Ltd. | 3,962 | $107.2 萬 | 0.14% | −4,130−51.0% | 減碼 |
| Jamison Private Wealth Management, Inc. | 3,962 | $107.2 萬 | 0.13% | −542−12.0% | 減碼 |
| Orrstown Financial Services Inc | 3,996 | $108.1 萬 | 0.18% | −274−6.4% | 減碼 |
| Ameliora Wealth Management Ltd. | 4,000 | $108.2 萬 | 0.35% | 00.0% | 不變 |
| Needham Investment Management LLC | 4,000 | $108.2 萬 | 0.06% | +4,000 | 新進 |
| Gordian Capital Singapore Pte Ltd | 4,000 | $108.2 萬 | 1.82% | +3,990+39,900.0% | 加碼 |
| GM Advisory Group, Inc. | 4,015 | $108.6 萬 | 0.04% | −7,113−63.9% | 減碼 |
| Secured Retirement Advisors, LLC | 4,026 | $108.9 萬 | 0.62% | +2,187+118.9% | 加碼 |
| Cooper Financial Group | 4,039 | $109.3 萬 | 0.11% | −299−6.9% | 減碼 |
| White Pine Capital LLC | 4,040 | $109.3 萬 | 0.30% | −90−2.2% | 減碼 |
| First Commonwealth Financial Corp | 4,046 | $109.5 萬 | 0.17% | +672+19.9% | 加碼 |
| Claro Advisors LLC | 4,051 | $109.6 萬 | 0.13% | +145+3.7% | 加碼 |
| Van Cleef Asset Management,Inc | 4,054 | $109.7 萬 | 0.12% | 00.0% | 不變 |
| Souders Financial Advisors | 4,055 | $109.7 萬 | 0.13% | +978+31.8% | 加碼 |
| Heartwood Wealth Advisors LLC | 4,057 | $109.8 萬 | 0.10% | +3,383+501.9% | 加碼 |
| Dala Group, LLC | 4,048 | $109.8 萬 | 0.92% | +2,749+211.6% | 加碼 |
| Lighthouse Investment Partners, LLC | 4,063 | $109.9 萬 | 0.04% | −2,228−35.4% | 減碼 |
| Moss Adams Wealth Advisors LLC | 4,065 | $110.0 萬 | 0.08% | −639−13.6% | 減碼 |
| Invst, LLC | 4,068 | $110.1 萬 | 0.12% | −2,376−36.9% | 減碼 |
| First Nebraska Trust Co | 4,077 | $110.3 萬 | 0.10% | −12−0.3% | 減碼 |
| Financial Advisors Network, Inc. | 4,117 | $111.4 萬 | 0.15% | +226+5.8% | 加碼 |
| Mill Creek Capital Advisors, LLC | 4,134 | $111.9 萬 | 0.02% | −5−0.1% | 減碼 |
| Bank Hapoalim BM | 4,144 | $112.1 萬 | 0.17% | −277−6.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,148 | $112.2 萬 | 0.38% | +2,213+114.4% | 加碼 |
| Cullinan Associates Inc | 4,154 | $112.4 萬 | 0.09% | −2,375−36.4% | 減碼 |
| Duncan Williams Asset Management, LLC | 4,161 | $112.6 萬 | 0.31% | −179−4.1% | 減碼 |
| ICW Investment Advisors LLC | 4,167 | $112.8 萬 | 0.41% | +242+6.2% | 加碼 |
| Rydar Equities, Inc. | 4,181 | $113.1 萬 | 0.88% | −135−3.1% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 4,186 | $113.3 萬 | 0.51% | +1,885+81.9% | 加碼 |
| Richwood Investment Advisors, LLC | 4,209 | $113.9 萬 | 0.88% | −46−1.1% | 減碼 |
| Epiq Partners, LLC | 4,227 | $114.4 萬 | 0.53% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 4,245 | $114.8 萬 | 0.01% | +1,125+36.1% | 加碼 |
| Chancellor Financial Group WB LP | 4,243 | $114.8 萬 | 0.82% | −10.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,253 | $115.1 萬 | 0.12% | +85+2.0% | 加碼 |
| Armis Advisers, LLC | 2,887 | $115.8 萬 | 0.11% | +38+1.3% | 加碼 |
| Financial Perspectives, Inc | 4,283 | $115.9 萬 | 0.32% | −9−0.2% | 減碼 |
| Ted Buchan & Co | 4,289 | $116.1 萬 | 0.42% | −4,710−52.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 4,290 | $116.1 萬 | 0.07% | −287−6.3% | 減碼 |
| SlateStone Wealth, LLC | 4,294 | $116.2 萬 | 0.10% | −831−16.2% | 減碼 |
| Courage Capital Management LLC | 4,300 | $116.4 萬 | 1.65% | 00.0% | 不變 |
| Naviter Wealth, LLC | 4,305 | $116.5 萬 | 0.15% | +241+5.9% | 加碼 |
| Congress Park Capital LLC | 4,306 | $116.5 萬 | 0.36% | +831+23.9% | 加碼 |
| SCS Capital Management LLC | 4,309 | $116.6 萬 | 0.01% | −186−4.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,310 | $116.6 萬 | 0.02% | +2,388+124.2% | 加碼 |
| Rhodes Investment Advisors Inc | 4,311 | $116.7 萬 | 1.00% | −325−7.0% | 減碼 |
| Capital Planning Advisors, LLC | 4,326 | $117.1 萬 | 0.17% | −251−5.5% | 減碼 |
| LJI Wealth Management, LLC | 4,331 | $117.2 萬 | 0.19% | +1,448+50.2% | 加碼 |
| Lewis Asset Management, LLC | 4,343 | $117.5 萬 | 0.48% | +491+12.7% | 加碼 |
| Optas, LLC | 4,353 | $117.8 萬 | 0.18% | −70−1.6% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 3,238 | $117.8 萬 | 0.62% | −6,011−65.0% | 減碼 |
| Aspen Grove Capital, LLC | 4,360 | $118.0 萬 | 0.23% | −97−2.2% | 減碼 |
| Arbor Capital Management Inc | 3,973 | $118.2 萬 | 0.96% | +484+13.9% | 加碼 |
| Zuckerman Investment Group, LLC | 4,384 | $118.6 萬 | 0.11% | +220+5.3% | 加碼 |
| HM Payson & Co | 4,386 | $118.7 萬 | 0.02% | −203−4.4% | 減碼 |
| CWA Asset Management Group, LLC | 4,389 | $118.8 萬 | 0.04% | +331+8.2% | 加碼 |
| Mechanics Bank Trust Department | 4,391 | $118.8 萬 | 0.16% | −738−14.4% | 減碼 |
| Oslo Pensjonsforsikring AS | 4,394 | $118.9 萬 | 0.19% | +4,394 | 新進 |
| Mayflower Financial Advisors, LLC | 4,402 | $119.1 萬 | 0.14% | −374−7.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,406 | $119.2 萬 | 0.03% | +88+2.0% | 加碼 |
| JNBA Financial Advisors | 4,429 | $119.8 萬 | 0.10% | −174−3.8% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,429 | $119.8 萬 | 1.06% | +367+9.0% | 加碼 |
| Ofi Invest Asset Management | 4,744 | $119.9 萬 | 0.02% | −25,431−84.3% | 減碼 |
| Magnolia Capital Advisors LLC | 4,437 | $120.1 萬 | 0.24% | −1,981−30.9% | 減碼 |
| Courier Capital LLC | 4,440 | $120.1 萬 | 0.07% | −20−0.4% | 減碼 |
| Frisch Financial Group, Inc. | 4,440 | $120.1 萬 | 0.25% | +151+3.5% | 加碼 |
| Cornerstone Wealth Group, LLC | 3,473 | $120.2 萬 | 0.08% | −177−4.8% | 減碼 |
| Private Wealth Asset Management, LLC | 4,447 | $120.3 萬 | 0.13% | −226−4.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,501 | $120.4 萬 | 0.16% | −7,963−63.9% | 減碼 |
| Tealwood Asset Management Inc | 4,451 | $120.4 萬 | 0.55% | −55−1.2% | 減碼 |
| Oarsman Capital, Inc. | 4,452 | $120.5 萬 | 0.15% | −145−3.2% | 減碼 |
| Precedent Wealth Partners, LLC | 4,502 | $121.8 萬 | 0.24% | +791+21.3% | 加碼 |
| Knollwood Investment Advisory, LLC | 4,523 | $122.4 萬 | 0.12% | 00.0% | 不變 |
| Mendel Money Management | 4,527 | $122.5 萬 | 0.51% | −245−5.1% | 減碼 |
| Green Harvest Asset Management LLC | 4,548 | $123.1 萬 | 0.02% | +27+0.6% | 加碼 |
| Sumitomo Life Insurance Co | 4,553 | $123.2 萬 | 0.03% | −4,051−47.1% | 減碼 |
| Narwhal Capital Management | 4,554 | $123.2 萬 | 0.09% | −988−17.8% | 減碼 |
| Nilsine Partners, LLC | 3,477 | $123.3 萬 | 0.10% | −380−9.9% | 減碼 |
| Inscription Capital, LLC | 4,570 | $123.7 萬 | 0.13% | −1,538−25.2% | 減碼 |
| Argentarii, LLC | 4,576 | $123.8 萬 | 0.43% | +255+5.9% | 加碼 |
| Peterson Wealth Services | 4,578 | $123.9 萬 | 0.31% | +187+4.3% | 加碼 |
| Cetera Trust Company, N.A | 4,580 | $123.9 萬 | 0.70% | −158−3.3% | 減碼 |
| Hound Partners, LLC | 4,580 | $123.9 萬 | 0.16% | +4,580 | 新進 |
| Triangle Securities Wealth Management | 4,591 | $124.2 萬 | 0.28% | −4−0.1% | 減碼 |
| Radnor Capital Management, LLC | 4,604 | $124.6 萬 | 0.18% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 4,604 | $124.6 萬 | 0.12% | +100+2.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,843 | $124.8 萬 | 0.09% | −161−4.0% | 減碼 |
| PDS Planning, Inc | 4,613 | $124.8 萬 | 0.08% | −1,043−18.4% | 減碼 |
| Massmutual Trust Co FSB | 4,626 | $125.2 萬 | 0.03% | −1,721−27.1% | 減碼 |
| Thompson David Blair | 4,628 | $125.2 萬 | 0.72% | −971−17.3% | 減碼 |
| Townsend & Associates, Inc | 3,543 | $125.3 萬 | 0.11% | −115−3.1% | 減碼 |