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 |
|---|---|---|---|---|---|
| Instrumental Wealth, LLC | 1,032 | $27.9 萬 | 0.17% | −8−0.8% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 1,034 | $28.0 萬 | 0.05% | −197−16.0% | 減碼 |
| Larry Mathis Financial Planning, LLC | 1,037 | $28.1 萬 | 0.25% | −70−6.3% | 減碼 |
| Strategic Investment Advisors | 1,038 | $28.1 萬 | 0.02% | +429+70.4% | 加碼 |
| Daner Wealth Management, LLC | 710 | $28.2 萬 | 0.17% | +710 | 新進 |
| Fortitude Advisory Group L.L.C. | 1,041 | $28.2 萬 | 0.13% | −15−1.4% | 減碼 |
| Brandywine Oak Private Wealth LLC | 1,042 | $28.2 萬 | 0.02% | −72−6.5% | 減碼 |
| Chicago Capital, LLC | 1,043 | $28.2 萬 | 0.01% | +52+5.2% | 加碼 |
| Net Worth Advisory Group | 1,043 | $28.2 萬 | 0.06% | −94−8.3% | 減碼 |
| Quad-Cities Investment Group, LLC | 1,044 | $28.2 萬 | 0.11% | −192−15.5% | 減碼 |
| Altiora Financial Group, LLC | 1,049 | $28.4 萬 | 0.05% | +11+1.1% | 加碼 |
| Groesbeck Investment Management Corp | 1,050 | $28.4 萬 | 0.55% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 1,047 | $28.4 萬 | 0.11% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 1,052 | $28.5 萬 | 0.11% | +189+21.9% | 加碼 |
| FDx Advisors, Inc. | 1,055 | $28.5 萬 | 0.09% | +1,055 | 新進 |
| Intellus Advisors LLC | 1,055 | $28.5 萬 | 0.04% | −566−34.9% | 減碼 |
| Moran Wealth Management, LLC | 1,055 | $28.5 萬 | 0.01% | −47−4.3% | 減碼 |
| Birch Financial Group, LLC | 1,062 | $28.7 萬 | 0.17% | −650−38.0% | 減碼 |
| Core Alternative Capital | 1,062 | $28.7 萬 | 0.08% | −14−1.3% | 減碼 |
| Evermay Wealth Management LLC | 1,064 | $28.8 萬 | 0.03% | +50+4.9% | 加碼 |
| Provident Wealth Management, LLC | 1,066 | $28.8 萬 | 0.09% | 00.0% | 不變 |
| PCG Asset Management, LLC | 1,066 | $28.8 萬 | 0.23% | +65+6.5% | 加碼 |
| Avise Financial Cooperative, Inc. | 1,067 | $28.9 萬 | 0.24% | +32+3.1% | 加碼 |
| Strategy Asset Managers LLC | 1,070 | $28.9 萬 | 0.05% | +300+39.0% | 加碼 |
| Caitlin John, LLC | 1,071 | $29.0 萬 | 0.17% | +7+0.7% | 加碼 |
| North Forty Two & Co. | 1,074 | $29.1 萬 | 0.27% | −7−0.6% | 減碼 |
| Quantum Financial Advisors, LLC | 1,074 | $29.1 萬 | 0.03% | +17+1.6% | 加碼 |
| Banque Transatlantique SA | 1,077 | $29.1 萬 | 0.01% | +651+152.8% | 加碼 |
| Winter & Associates, Inc. | 1,036 | $29.1 萬 | 0.26% | −16−1.5% | 減碼 |
| One River Asset Management, LLC | 1,078 | $29.2 萬 | 0.99% | −12,985−92.3% | 減碼 |
| Allen Capital Group, LLC | 1,080 | $29.2 萬 | 0.03% | −19,679−94.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,081 | $29.3 萬 | 0.07% | +28+2.7% | 加碼 |
| Cypress Wealth Services, LLC | 1,082 | $29.3 萬 | 0.04% | −701−39.3% | 減碼 |
| Tannin Capital LLC | 1,086 | $29.4 萬 | 0.21% | +33+3.1% | 加碼 |
| Curated Wealth Partners LLC | 1,086 | $29.4 萬 | 0.04% | +271+33.3% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 935 | $29.4 萬 | 0.02% | +158+20.3% | 加碼 |
| Legacy Advisors, LLC | 1,087 | $29.4 萬 | 0.03% | −211−16.3% | 減碼 |
| Golden Reserve Retirement LLC | 1,087 | $29.4 萬 | 0.06% | +8+0.7% | 加碼 |
| O'Rourke & Company, Inc | 1,088 | $29.4 萬 | 0.12% | +291+36.5% | 加碼 |
| HFR Wealth Management, LLC | 1,090 | $29.5 萬 | 0.07% | 00.0% | 不變 |
| RWM Asset Management, LLC | 1,090 | $29.5 萬 | 0.03% | +391+55.9% | 加碼 |
| Clifford Group, LLC | 1,092 | $29.6 萬 | 0.23% | +134+14.0% | 加碼 |
| Financial Consulate, Inc | 1,094 | $29.6 萬 | 0.04% | +19+1.8% | 加碼 |
| Values Added Financial LLC | 1,096 | $29.7 萬 | 0.12% | +24+2.2% | 加碼 |
| Olistico Wealth, LLC | 1,096 | $29.7 萬 | 0.15% | +490+80.9% | 加碼 |
| GFG Capital, LLC | 1,103 | $29.8 萬 | 0.10% | +1,103 | 新進 |
| Granite Bay Wealth Management, LLC | 1,107 | $30.0 萬 | 0.06% | −90−7.5% | 減碼 |
| Ionic Capital Management LLC | 1,109 | $30.0 萬 | 0.25% | −159−12.5% | 減碼 |
| RFP Financial Group LLC | 1,109 | $30.0 萬 | 0.16% | −202−15.4% | 減碼 |
| Atlas Wealth LLC | 1,110 | $30.0 萬 | 0.09% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 1,112 | $30.1 萬 | 0.02% | −50−4.3% | 減碼 |
| Planning Center, Inc. | 1,112 | $30.1 萬 | 0.03% | +8+0.7% | 加碼 |
| Ballast Advisors LLC | 1,114 | $30.1 萬 | 0.09% | −28−2.5% | 減碼 |
| New Covenant Trust Company, N.A. | 1,116 | $30.2 萬 | 0.27% | +87+8.5% | 加碼 |
| Dillon & Associates Inc | 1,113 | $30.2 萬 | 0.04% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 1,116 | $30.2 萬 | 0.27% | +1,116 | 新進 |
| Aire Advisors, LLC | 1,118 | $30.2 萬 | 0.06% | −227−16.9% | 減碼 |
| Southland Equity Partners LLC | 1,121 | $30.3 萬 | 0.06% | +161+16.8% | 加碼 |
| Navalign, LLC | 1,121 | $30.3 萬 | 0.08% | −28−2.4% | 減碼 |
| NFP Retirement, Inc. | 1,122 | $30.4 萬 | 0.02% | +20+1.8% | 加碼 |
| ORG Wealth Partners, LLC | 1,122 | $30.4 萬 | 0.06% | +1,056+1,600.0% | 加碼 |
| Altfest L J & Co Inc | 1,125 | $30.5 萬 | 0.03% | −596−34.6% | 減碼 |
| Byrne Asset Management LLC | 1,130 | $30.6 萬 | 0.18% | −283−20.0% | 減碼 |
| Successful Portfolios LLC | 1,153 | $30.6 萬 | 0.17% | −41−3.4% | 減碼 |
| Per Stirling Capital Management, LLC. | 1,133 | $30.7 萬 | 0.03% | +1+0.1% | 加碼 |
| Nixon Peabody Trust Co | 1,134 | $30.7 萬 | 0.02% | +396+53.7% | 加碼 |
| Bouchey Financial Group Ltd | 1,003 | $30.8 萬 | 0.02% | +9+0.9% | 加碼 |
| D.B. Root & Company, LLC | 1,139 | $30.8 萬 | 0.07% | −258−18.5% | 減碼 |
| Gibbs Wealth Management | 1,139 | $30.8 萬 | 0.04% | +1,139 | 新進 |
| CCM Investment Advisers LLC | 1,141 | $30.9 萬 | 0.03% | −279−19.6% | 減碼 |
| BCK Partners, Inc. | 1,142 | $30.9 萬 | 0.17% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 1,143 | $30.9 萬 | 0.13% | +112+10.9% | 加碼 |
| Ewa, LLC | 1,144 | $31.0 萬 | 0.07% | −121−9.6% | 減碼 |
| Disciplined Investors, L.L.C. | 1,149 | $31.1 萬 | 0.19% | +99+9.4% | 加碼 |
| Burns J W & Co Inc | 1,150 | $31.1 萬 | 0.04% | −212−15.6% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,156 | $31.3 萬 | 0.01% | −350,005−99.7% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,157 | $31.3 萬 | 0.02% | −617−34.8% | 減碼 |
| Holistic Financial Partners | 1,158 | $31.3 萬 | 0.12% | −256−18.1% | 減碼 |
| Balance Wealth, LLC | 1,159 | $31.4 萬 | 0.10% | +12+1.0% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 1,161 | $31.4 萬 | 0.11% | −2,225−65.7% | 減碼 |
| MN Wealth Advisors, LLC | 1,161 | $31.4 萬 | 0.15% | −4−0.3% | 減碼 |
| Beto Financial Group, LLC | 857 | $31.7 萬 | 0.19% | +18+2.1% | 加碼 |
| Krane Funds Advisors LLC | 1,124 | $31.7 萬 | 0.01% | +1,124 | 新進 |
| Monograph Wealth Advisors, LLC | 1,174 | $31.8 萬 | 0.03% | +75+6.8% | 加碼 |
| Armbruster Capital Management, Inc. | 1,175 | $31.8 萬 | 0.05% | 00.0% | 不變 |
| Opus Capital Group, LLC | 1,178 | $31.9 萬 | 0.03% | +451+62.0% | 加碼 |
| Aldebaran Financial Inc. | 1,180 | $31.9 萬 | 0.30% | +125+11.8% | 加碼 |
| Clear Wave Wealth Management LLC | 1,180 | $31.9 萬 | 0.08% | +1,180 | 新進 |
| Duncker Streett & Co Inc | 1,181 | $32.0 萬 | 0.06% | −553−31.9% | 減碼 |
| King Wealth | 1,183 | $32.0 萬 | 0.04% | −30−2.5% | 減碼 |
| Ullmann Financial Group, Inc. | 1,184 | $32.0 萬 | 0.03% | −8−0.7% | 減碼 |
| Oxinas Partners Wealth Management LLC | 1,185 | $32.1 萬 | 0.15% | +100+9.2% | 加碼 |
| Eubel Brady & Suttman Asset Management Inc | 1,186 | $32.1 萬 | 0.04% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 1,189 | $32.2 萬 | 0.04% | 00.0% | 不變 |
| Stonekeep Investments, LLC | 1,190 | $32.2 萬 | 0.21% | +363+43.9% | 加碼 |
| GW Henssler & Associates Ltd | 1,191 | $32.2 萬 | 0.02% | −199−14.3% | 減碼 |
| Asset Management Group, Inc. | 1,192 | $32.2 萬 | 0.05% | +121+11.3% | 加碼 |
| Fortress Financial Solutions, LLC | 1,192 | $32.3 萬 | 0.34% | −27−2.2% | 減碼 |
| Martingale Asset Management L P | 1,197 | $32.4 萬 | 0.01% | −2−0.2% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 1,199 | $32.4 萬 | 0.09% | −9−0.7% | 減碼 |