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 |
|---|---|---|---|---|---|
| Harvey Investment Co LLC | 4,635 | $125.4 萬 | 0.14% | −28−0.6% | 減碼 |
| Cox Capital Mgt LLC | 4,642 | $125.6 萬 | 0.83% | +2,297+98.0% | 加碼 |
| Flputnam Investment Management Co | 4,651 | $125.8 萬 | 0.02% | −749−13.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,670 | $126.4 萬 | 0.09% | −172−3.6% | 減碼 |
| Bluefin Capital Management, LLC | – | $126.5 萬 | 1.23% | – | 新進 |
| Veritas Investment Partners (UK) Ltd. | 4,680 | $126.6 萬 | 0.03% | −1,420−23.3% | 減碼 |
| One Capital Management, LLC | 4,681 | $126.7 萬 | 0.03% | +271+6.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,683 | $126.7 萬 | 0.15% | −588−11.2% | 減碼 |
| Lincoln Capital Corp | 4,692 | $127.0 萬 | 0.47% | +1,004+27.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 4,695 | $127.0 萬 | 0.08% | −1,091−18.9% | 減碼 |
| Third View Private Wealth, LLC | 4,713 | $127.5 萬 | 0.17% | +377+8.7% | 加碼 |
| Boothbay Fund Management, LLC | 4,717 | $127.6 萬 | 0.03% | +2,440+107.2% | 加碼 |
| Balentine LLC | 4,756 | $128.7 萬 | 0.05% | +198+4.3% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,776 | $129.2 萬 | 0.43% | +257+5.7% | 加碼 |
| SilverOak Wealth Management LLC | 4,789 | $129.6 萬 | 0.20% | −301−5.9% | 減碼 |
| Founders Financial Securities LLC | 4,232 | $129.9 萬 | 0.07% | −214−4.8% | 減碼 |
| Shufro Rose & Co LLC | 4,807 | $130.1 萬 | 0.09% | −215−4.3% | 減碼 |
| Triad Wealth Partners, LLC | 4,826 | $130.6 萬 | 0.10% | +489+11.3% | 加碼 |
| Cahill Financial Advisors Inc | 4,839 | $130.9 萬 | 0.14% | +28+0.6% | 加碼 |
| Scott & Selber, Inc. | 4,854 | $131.3 萬 | 0.34% | −15−0.3% | 減碼 |
| Formidable Asset Management, LLC | 3,985 | $131.6 萬 | 0.20% | −247−5.8% | 減碼 |
| Fagan Associates, Inc. | 4,864 | $131.6 萬 | 0.18% | −25−0.5% | 減碼 |
| Independent Solutions Wealth Management, LLC | 4,866 | $131.7 萬 | 0.19% | +360+8.0% | 加碼 |
| MBM Wealth Consultants, LLC | 4,873 | $131.9 萬 | 0.30% | +92+1.9% | 加碼 |
| Tranquility Partners, LLC | 4,877 | $132.0 萬 | 0.50% | −166−3.3% | 減碼 |
| Convergence Financial, LLC | 4,818 | $132.2 萬 | 0.14% | +4,040+519.3% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,898 | $132.5 萬 | 0.45% | +290+6.3% | 加碼 |
| Diversified Enterprises, LLC | 4,911 | $132.9 萬 | 0.07% | +167+3.5% | 加碼 |
| Pacific Point Advisors, LLC | 4,937 | $133.6 萬 | 0.70% | −91−1.8% | 減碼 |
| OneAscent Financial Services LLC | 4,948 | $133.9 萬 | 0.07% | +601+13.8% | 加碼 |
| Moors & Cabot, Inc. | 4,949 | $133.9 萬 | 0.06% | −368−6.9% | 減碼 |
| Stablepoint Partners, LLC | 4,951 | $134.0 萬 | 0.20% | +319+6.9% | 加碼 |
| Daymark Wealth Partners, LLC | 4,960 | $134.2 萬 | 0.04% | +247+5.2% | 加碼 |
| Edgestream Partners, L.P. | 4,963 | $134.3 萬 | 0.04% | −297−5.6% | 減碼 |
| Wealth Effects LLC | 4,967 | $134.4 萬 | 0.48% | −69−1.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,984 | $134.9 萬 | 0.02% | −2,199−30.6% | 減碼 |
| Avestar Capital, LLC | 4,989 | $135.0 萬 | 0.09% | +56+1.1% | 加碼 |
| Cardinal Point Capital Management, ULC | 4,991 | $135.1 萬 | 0.08% | +195+4.1% | 加碼 |
| Vista Investment Management | 4,994 | $135.1 萬 | 0.45% | +8+0.2% | 加碼 |
| Generali Investments, Management Co LLC | 4,994 | $135.1 萬 | 0.31% | −4,367−46.7% | 減碼 |
| Prestige Wealth Management Group LLC | 4,995 | $135.1 萬 | 0.27% | +122+2.5% | 加碼 |
| Frec Markets, Inc. | 4,995 | $135.2 萬 | 0.23% | +1,053+26.7% | 加碼 |
| Crossingbridge Advisors, LLC | 5,000 | $135.3 萬 | 0.24% | +5,000 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $135.3 萬 | 0.70% | +5,000 | 新進 |
| Sheets Smith Wealth Management | 5,011 | $135.6 萬 | 0.15% | −38−0.8% | 減碼 |
| GLOBALT Investments LLC | 5,020 | $135.8 萬 | 0.05% | −180−3.5% | 減碼 |
| Modern Wealth Management, LLC | 4,976 | $136.3 萬 | 0.02% | −257−4.9% | 減碼 |
| Anb Bank | 5,054 | $136.8 萬 | 0.55% | +458+10.0% | 加碼 |
| IMA Wealth, Inc. | 5,059 | $136.9 萬 | 0.13% | +43+0.9% | 加碼 |
| Kassira Wealth Management LLC | 5,063 | $137.0 萬 | 1.26% | +339+7.2% | 加碼 |
| Archer Investment Corp | 5,063 | $137.0 萬 | 0.29% | −721−12.5% | 減碼 |
| Meridian Wealth Advisors, LLC | 5,091 | $137.8 萬 | 0.18% | −6,288−55.3% | 減碼 |
| Bridgewater Advisors Inc. | 4,637 | $137.9 萬 | 0.08% | +383+9.0% | 加碼 |
| Roberts Glore & Co Inc | 5,096 | $137.9 萬 | 0.38% | −64−1.2% | 減碼 |
| Private Trust Co NA | 5,101 | $138.0 萬 | 0.12% | −991−16.3% | 減碼 |
| Paralel Advisors LLC | 5,105 | $138.1 萬 | 0.06% | 00.0% | 不變 |
| GTS Securities LLC | 5,132 | $138.9 萬 | 0.05% | −12,400−70.7% | 減碼 |
| LOM Asset Management Ltd | 5,140 | $139.1 萬 | 0.40% | −237−4.4% | 減碼 |
| Shum Financial Group, Inc. | 5,157 | $139.5 萬 | 0.99% | +82+1.6% | 加碼 |
| Paragon Capital Management LLC | 5,159 | $139.6 萬 | 0.69% | −26−0.5% | 減碼 |
| Apella Capital, LLC | 4,312 | $140.0 萬 | 0.02% | +1,166+37.1% | 加碼 |
| GW&K Investment Management, LLC | 5,174 | $140.0 萬 | 0.01% | −76,745−93.7% | 減碼 |
| Piscataqua Savings Bank | 5,208 | $140.9 萬 | 0.99% | −17−0.3% | 減碼 |
| Larson Financial Group LLC | 5,212 | $141.0 萬 | 0.05% | −569−9.8% | 減碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,216 | $141.1 萬 | 2.05% | +5,216 | 新進 |
| Avantax Planning Partners, Inc. | 5,219 | $141.2 萬 | 0.04% | −760−12.7% | 減碼 |
| High Note Wealth, LLC | 5,224 | $141.4 萬 | 0.28% | +396+8.2% | 加碼 |
| Whalen Wealth Management Inc. | 5,247 | $142.0 萬 | 0.76% | +1,472+39.0% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,247 | $142.0 萬 | 0.14% | −59−1.1% | 減碼 |
| DB Fitzpatrick & Co, Inc | 5,268 | $142.5 萬 | 1.22% | +556+11.8% | 加碼 |
| Cladis Investment Advisory, LLC | 5,269 | $142.6 萬 | 0.78% | +1,311+33.1% | 加碼 |
| Murphy Pohlad Asset Management LLC | 5,280 | $142.9 萬 | 0.51% | −235−4.3% | 減碼 |
| Manchester Capital Management LLC | 5,282 | $142.9 萬 | 0.21% | −117−2.2% | 減碼 |
| Gen-Wealth Partners Inc | 5,284 | $143.0 萬 | 0.45% | +286+5.7% | 加碼 |
| Broderick Brian C | 5,286 | $143.0 萬 | 0.26% | −6,558−55.4% | 減碼 |
| CVFG LLC | 5,295 | $143.3 萬 | 0.18% | +4,467+539.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,318 | $143.9 萬 | 0.08% | +1,975+59.1% | 加碼 |
| ESG Planning | 5,322 | $144.0 萬 | 0.63% | +5,322 | 新進 |
| Greenline Partners, LLC | 5,330 | $144.2 萬 | 0.16% | −1,083−16.9% | 減碼 |
| Everhart Financial Group, Inc. | 5,347 | $144.7 萬 | 0.12% | +945+21.5% | 加碼 |
| Trust Co of Toledo NA | 5,356 | $144.9 萬 | 0.14% | +1,430+36.4% | 加碼 |
| Geneos Wealth Management Inc. | 5,357 | $145.0 萬 | 0.03% | −345−6.1% | 減碼 |
| CMT Capital Markets Trading GmbH | 5,357 | $145.0 萬 | 0.67% | +5,357 | 新進 |
| Berkeley Capital Partners, LLC | 5,360 | $145.0 萬 | 0.34% | +1,373+34.4% | 加碼 |
| Schear Investment Advisers, LLC | 5,361 | $145.1 萬 | 0.64% | +92+1.7% | 加碼 |
| Fischer Financial Services, Inc. | 5,370 | $145.4 萬 | 0.49% | −1,563−22.5% | 減碼 |
| Limestone Investment Advisors LP | 5,374 | $145.4 萬 | 0.71% | +5,374 | 新進 |
| Hilltop National Bank | 5,377 | $145.5 萬 | 0.35% | +293+5.8% | 加碼 |
| Samalin Investment Counsel, LLC | 5,380 | $145.6 萬 | 0.52% | −323−5.7% | 減碼 |
| Ashton Thomas Securities, LLC | 5,392 | $145.7 萬 | 0.18% | +363+7.2% | 加碼 |
| Sargent Investment Group, LLC | 5,388 | $145.8 萬 | 0.19% | +262+5.1% | 加碼 |
| Financial Engines Advisors L.L.C. | 5,396 | $146.0 萬 | 0.00% | +345+6.8% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,398 | $146.1 萬 | 0.40% | −264−4.7% | 減碼 |
| RiverPark Advisors, LLC | 5,400 | $146.1 萬 | 0.53% | +364+7.2% | 加碼 |
| Blueshift Asset Management, LLC | 5,401 | $146.1 萬 | 0.44% | +4,605+578.5% | 加碼 |
| Tyche Wealth Partners LLC | 5,410 | $146.4 萬 | 0.23% | −326−5.7% | 減碼 |
| Sunbelt Securities, Inc. | 5,429 | $146.9 萬 | 0.09% | +4,013+283.4% | 加碼 |
| Journey Strategic Wealth LLC | 5,450 | $147.5 萬 | 0.04% | −1,484−21.4% | 減碼 |
| LRT Capital Management, LLC | 5,465 | $147.9 萬 | 1.38% | −247−4.3% | 減碼 |
| ADAR1 Capital Management, LLC | 5,501 | $148.9 萬 | 0.09% | +5,501 | 新進 |