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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 5,530 | $149.6 萬 | 0.03% | −368−6.2% | 減碼 |
| Morningstar Investment Management LLC | 5,534 | $149.7 萬 | 0.09% | +446+8.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,550 | $150.2 萬 | 0.05% | +120+2.2% | 加碼 |
| Personal Cfo Solutions, LLC | 5,580 | $151.0 萬 | 0.21% | +931+20.0% | 加碼 |
| Wealth Architects, LLC | 5,602 | $151.6 萬 | 0.14% | +354+6.7% | 加碼 |
| Boston Family Office LLC | 5,601 | $151.6 萬 | 0.10% | −724−11.4% | 減碼 |
| Aventura Private Wealth, LLC | 5,632 | $152.4 萬 | 0.56% | −111−1.9% | 減碼 |
| Magnus Financial Group LLC | 5,632 | $152.4 萬 | 0.12% | −675−10.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 5,645 | $152.7 萬 | 0.05% | −468−7.7% | 減碼 |
| Nicholson Wealth Management Group, LLC | 5,661 | $153.2 萬 | 0.89% | +133+2.4% | 加碼 |
| SWS Partners | 5,672 | $153.5 萬 | 0.38% | +1,135+25.0% | 加碼 |
| Rowland & Co Investment Counsel | 5,677 | $153.6 萬 | 0.31% | +678+13.6% | 加碼 |
| Accurate Wealth Management, LLC | 5,045 | $153.7 萬 | 0.18% | +291+6.1% | 加碼 |
| Birch Capital Management, LLC | 5,681 | $153.7 萬 | 0.81% | −178−3.0% | 減碼 |
| Dover Advisors, LLC | 5,714 | $154.6 萬 | 0.64% | −158−2.7% | 減碼 |
| Chiron Capital Management, LLC | 5,726 | $154.9 萬 | 1.59% | +5,726 | 新進 |
| American National Bank | 5,727 | $155.0 萬 | 0.15% | −301−5.0% | 減碼 |
| Parkside Financial Bank & Trust | 5,731 | $155.1 萬 | 0.12% | −1,090−16.0% | 減碼 |
| Valmark Advisers, Inc. | 5,733 | $155.1 萬 | 0.02% | −85−1.5% | 減碼 |
| Brown Shipley& Co Ltd | 5,740 | $155.3 萬 | 0.93% | −4,374−43.2% | 減碼 |
| RFG Advisory, LLC | 5,741 | $155.3 萬 | 0.03% | −458−7.4% | 減碼 |
| City Holding Co | 5,778 | $156.3 萬 | 0.20% | −3,254−36.0% | 減碼 |
| Headlands Technologies LLC | 5,787 | $156.6 萬 | 0.18% | +5,787 | 新進 |
| Cherokee Insurance Co | 5,800 | $156.9 萬 | 0.60% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 5,820 | $157.5 萬 | 0.03% | −1,843−24.1% | 減碼 |
| 111 Capital | 5,834 | $157.9 萬 | 0.39% | +1,214+26.3% | 加碼 |
| Donoghue Forlines LLC | 5,837 | $157.9 萬 | 0.44% | +5,837 | 新進 |
| PFG Advisors | 5,856 | $158.5 萬 | 0.08% | −700−10.7% | 減碼 |
| Evergreen Wealth Management, LLC | 5,881 | $159.1 萬 | 0.82% | +67+1.2% | 加碼 |
| Connecticut Wealth Management, LLC | 5,888 | $159.3 萬 | 0.07% | −670−10.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,895 | $159.5 萬 | 0.10% | +443+8.1% | 加碼 |
| Affiance Financial, LLC | 5,897 | $159.6 萬 | 0.26% | +6+0.1% | 加碼 |
| Shoker Investment Counsel, Inc. | 5,914 | $160.1 萬 | 0.48% | −1,717−22.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,928 | $160.4 萬 | 0.21% | +1,158+24.3% | 加碼 |
| Cassaday & Co Wealth Management LLC | 5,930 | $160.5 萬 | 0.03% | −2,818−32.2% | 減碼 |
| Osprey Private Wealth LLC | 5,932 | $160.5 萬 | 0.46% | −62−1.0% | 減碼 |
| MLG Wealth Management DBA Pine Grove Financial Group | 5,947 | $160.9 萬 | 0.19% | −129−2.1% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 5,950 | $161.0 萬 | 0.13% | −54,049−90.1% | 減碼 |
| Magnetar Financial LLC | 6,159 | $161.2 萬 | 0.02% | +4,324+235.6% | 加碼 |
| Viking Fund Management LLC | 6,000 | $162.4 萬 | 0.17% | 00.0% | 不變 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,007 | $162.5 萬 | 0.55% | −665−10.0% | 減碼 |
| Meiji Yasuda America Inc | 6,021 | $162.9 萬 | 0.40% | −82−1.3% | 減碼 |
| Ulland Investment Advisors, LLC | 6,029 | $163.1 萬 | 1.40% | −394−6.1% | 減碼 |
| Delta Global Management LP | 6,050 | $163.7 萬 | 0.13% | +6,050 | 新進 |
| Constitution Capital LLC | 6,082 | $164.6 萬 | 0.82% | −660−9.8% | 減碼 |
| CoreFirst Bank & Trust | 6,082 | $164.6 萬 | 0.87% | +4,043+198.3% | 加碼 |
| Kanawha Capital Management LLC | 6,083 | $164.6 萬 | 0.12% | +2,102+52.8% | 加碼 |
| Permanens Capital L.P. | 6,085 | $164.7 萬 | 0.21% | −4,065−40.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,104 | $165.2 萬 | 0.28% | +807+15.2% | 加碼 |
| Birchwood Financial Partners, Inc. | 6,107 | $165.3 萬 | 1.59% | +30.0% | 加碼 |
| J.Safra Asset Management Corp | 6,116 | $165.5 萬 | 0.09% | +309+5.3% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 6,133 | $166.0 萬 | 0.47% | +1,833+42.6% | 加碼 |
| Sowell Financial Services LLC | 6,137 | $166.1 萬 | 0.06% | −6,413−51.1% | 減碼 |
| Stenger Family Office, LLC | 6,138 | $166.1 萬 | 0.30% | −548−8.2% | 減碼 |
| Delta Capital Management LLC | 6,145 | $166.3 萬 | 0.92% | −20−0.3% | 減碼 |
| Clear Creek Financial Management, LLC | 6,147 | $166.3 萬 | 0.13% | +1,885+44.2% | 加碼 |
| Dana Investment Advisors, Inc. | 6,148 | $166.4 萬 | 0.05% | −2,497−28.9% | 減碼 |
| Titan Investment Solutions Ltd | 6,171 | $167.0 萬 | 0.21% | −28,019−82.0% | 減碼 |
| Advisory Alpha, LLC | 6,174 | $167.2 萬 | 0.05% | +669+12.2% | 加碼 |
| Stoneridge Investment Partners LLC | 6,208 | $168.0 萬 | 1.22% | +3,623+140.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 6,212 | $168.1 萬 | 0.01% | −4,871−44.0% | 減碼 |
| Royal Capital Wealth Management, LLC | 6,224 | $168.4 萬 | 1.05% | −37−0.6% | 減碼 |
| Goldenstone Wealth Management LLC | 6,229 | $168.6 萬 | 1.23% | +8+0.1% | 加碼 |
| All Terrain Financial Advisors, LLC | 6,237 | $168.8 萬 | 0.53% | +407+7.0% | 加碼 |
| New Insight Wealth Advisors | 6,244 | $169.0 萬 | 0.61% | +2,392+62.1% | 加碼 |
| Indivisible Partners | 6,256 | $169.3 萬 | 0.15% | +2,865+84.5% | 加碼 |
| Circle Wealth Management, LLC | 6,270 | $169.7 萬 | 0.02% | +12+0.2% | 加碼 |
| Adviser Investments LLC | 6,284 | $170.0 萬 | 0.02% | +151+2.5% | 加碼 |
| Center for Wealth Management Advisory | 6,285 | $170.1 萬 | 1.22% | +49+0.8% | 加碼 |
| TMB Capital Partners, LLC | 6,297 | $170.4 萬 | 0.57% | +3,295+109.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,312 | $170.7 萬 | 0.07% | 00.0% | 不變 |
| Carret Asset Management, LLC | 6,326 | $171.2 萬 | 0.17% | −674−9.6% | 減碼 |
| Gs Investments, Inc. | 6,338 | $171.5 萬 | 0.98% | −1,482−19.0% | 減碼 |
| Pallas Capital Advisors LLC | 6,347 | $171.7 萬 | 0.06% | −1,487−19.0% | 減碼 |
| Ronald Blue Trust, Inc. | 6,363 | $172.2 萬 | 0.02% | −182−2.8% | 減碼 |
| Transamerica Financial Advisors, Inc. | 6,364 | $172.2 萬 | 0.15% | +2,193+52.6% | 加碼 |
| KPP Advisory Services LLC | 6,411 | $173.5 萬 | 0.25% | +1,640+34.4% | 加碼 |
| WealthShield Partners, LLC | 6,432 | $174.0 萬 | 0.19% | −6,950−51.9% | 減碼 |
| Newbridge Financial Services Group, Inc. | 6,435 | $174.1 萬 | 0.29% | −1,650−20.4% | 減碼 |
| King Luther Capital Management Corp | 6,452 | $174.6 萬 | 0.01% | −3,020−31.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 6,457 | $174.7 萬 | 0.26% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 6,466 | $175.0 萬 | 0.08% | −528−7.5% | 減碼 |
| Petros Family Wealth, LLC | 6,476 | $175.2 萬 | 1.25% | +163+2.6% | 加碼 |
| Clear Trail Advisors, LLC | 6,478 | $175.3 萬 | 0.29% | −424−6.1% | 減碼 |
| Confluence Wealth Services, Inc. | 6,482 | $175.4 萬 | 0.07% | +404+6.6% | 加碼 |
| Gsa Capital Partners LLP | 6,489 | $175.6 萬 | 0.11% | −184−2.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,502 | $175.9 萬 | 0.11% | −173−2.6% | 減碼 |
| Summit Global Investments | 6,520 | $176.4 萬 | 0.10% | −159−2.4% | 減碼 |
| Applied Capital LLC | 6,527 | $176.6 萬 | 1.28% | +362+5.9% | 加碼 |
| Moody National Bank Trust Division | 6,574 | $177.9 萬 | 0.17% | −222−3.3% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 6,587 | $178.2 萬 | 0.21% | +136+2.1% | 加碼 |
| BOCHK Asset Management Ltd | 6,590 | $178.3 萬 | 0.37% | +700+11.9% | 加碼 |
| Impact Capital Partners LLC | 6,591 | $178.3 萬 | 0.54% | −238−3.5% | 減碼 |
| Hartford Financial Management Inc. | 6,605 | $178.7 萬 | 0.46% | +477+7.8% | 加碼 |
| Longfellow Investment Management Co LLC | 6,614 | $179.0 萬 | 0.37% | +1,188+21.9% | 加碼 |
| Boston Private Wealth LLC | 6,631 | $179.4 萬 | 0.12% | −6,941−51.1% | 減碼 |
| Wright Investors Service Inc | 6,633 | $179.5 萬 | 0.56% | −5,453−45.1% | 減碼 |
| Spears Abacus Advisors LLC | 6,641 | $179.7 萬 | 0.04% | −221−3.2% | 減碼 |
| Connable Office Inc | 6,652 | $180.0 萬 | 0.18% | +5+0.1% | 加碼 |
| First National Bank of Omaha | 6,857 | $180.5 萬 | 0.06% | −369−5.1% | 減碼 |