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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 15,029 | $406.7 萬 | 0.15% | +329+2.2% | 加碼 |
| CFC Planning Co LLC | 15,005 | $406.0 萬 | 2.93% | +1,511+11.2% | 加碼 |
| Kornitzer Capital Management Inc | 14,972 | $405.1 萬 | 0.09% | −1,035−6.5% | 減碼 |
| Sectoral Asset Management Inc | 14,957 | $404.7 萬 | 3.35% | +1,362+10.0% | 加碼 |
| EFG International AG | 14,859 | $402.0 萬 | 0.09% | −4,203−22.0% | 減碼 |
| Wedge Capital Management L L P | 14,828 | $401.2 萬 | 0.07% | −3,817−20.5% | 減碼 |
| Lockheed Martin Investment Management Co | 14,800 | $400.5 萬 | 0.15% | −14,950−50.3% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 14,783 | $400.0 萬 | 2.46% | −247−1.6% | 減碼 |
| Wedmont Private Capital | 13,044 | $399.1 萬 | 0.13% | −1,951−13.0% | 減碼 |
| Mission Wealth Management, LP | 14,745 | $399.0 萬 | 0.08% | −402−2.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,743 | $398.9 萬 | 0.13% | +577+4.1% | 加碼 |
| Hancock Whitney Corp | 13,365 | $393.9 萬 | 0.07% | −241−1.8% | 減碼 |
| Sigma Planning Corp | 14,518 | $392.9 萬 | 0.11% | −593−3.9% | 減碼 |
| TCG Advisory Services, LLC | 14,435 | $390.6 萬 | 0.10% | −4,496−23.7% | 減碼 |
| Caliber Wealth Management, LLC | 14,427 | $390.4 萬 | 0.43% | +1,059+7.9% | 加碼 |
| GHP Investment Advisors, Inc. | 14,410 | $389.9 萬 | 0.16% | −272−1.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 14,377 | $389.0 萬 | 0.26% | +292+2.1% | 加碼 |
| Verdence Capital Advisors LLC | 14,356 | $388.5 萬 | 0.23% | +4,185+41.1% | 加碼 |
| Meridian Wealth Management, LLC | 14,337 | $387.9 萬 | 0.14% | −1,699−10.6% | 減碼 |
| Fiduciary Alliance LLC | 12,269 | $385.3 萬 | 0.23% | −241−1.9% | 減碼 |
| Agf Management Ltd | 14,226 | $384.9 萬 | 0.02% | −2,813−16.5% | 減碼 |
| Profund Advisors LLC | 14,144 | $382.7 萬 | 0.14% | −4,648−24.7% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,119 | $382.1 萬 | 0.79% | −10.0% | 減碼 |
| Clearstead Advisors, LLC | 14,092 | $381.3 萬 | 0.03% | −3,250−18.7% | 減碼 |
| Tobam | 14,071 | $380.7 萬 | 0.99% | −7,799−35.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 14,002 | $378.9 萬 | 0.26% | +1,673+13.6% | 加碼 |
| Ritholtz Wealth Management | 13,953 | $377.6 萬 | 0.07% | −5,526−28.4% | 減碼 |
| Mattson Financial Services, LLC | 13,943 | $377.3 萬 | 0.90% | +1,034+8.0% | 加碼 |
| AMG National Trust Bank | 13,918 | $376.6 萬 | 0.08% | −411−2.9% | 減碼 |
| Vanguard National Trust Co | 13,889 | $375.8 萬 | 0.24% | +13,889 | 新進 |
| M Holdings Securities, Inc. | 10,043 | $375.2 萬 | 0.25% | +10,043 | 新進 |
| PKO Investment Management Joint-Stock Co | 13,789 | $373.1 萬 | 0.31% | −1,600−10.4% | 減碼 |
| Western Wealth Management, LLC | 13,769 | $372.6 萬 | 0.14% | +5,232+61.3% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 13,764 | $372.4 萬 | 1.21% | +12,009+684.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 13,752 | $372.1 萬 | 0.54% | +1,460+11.9% | 加碼 |
| Allen Operations LLC | 13,633 | $368.9 萬 | 0.55% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 13,557 | $366.8 萬 | 0.12% | +240+1.8% | 加碼 |
| Venturi Wealth Management, LLC | 13,520 | $365.8 萬 | 0.16% | −4,812−26.2% | 減碼 |
| Winmill & Co. Inc | 13,500 | $365.3 萬 | 1.05% | −2,975−18.1% | 減碼 |
| Tejara Capital Ltd | 13,480 | $364.8 萬 | 1.20% | +2,800+26.2% | 加碼 |
| Sepio Capital, LP | 13,453 | $364.0 萬 | 0.20% | −852−6.0% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 13,396 | $362.5 萬 | 0.48% | +222+1.7% | 加碼 |
| Guardian Partners Inc. | 13,243 | $359.2 萬 | 0.30% | −4,319−24.6% | 減碼 |
| Scissortail Wealth Management, LLC | 13,241 | $358.3 萬 | 0.72% | +13,241 | 新進 |
| NBT Bank N A | 13,209 | $357.4 萬 | 0.23% | −525−3.8% | 減碼 |
| Axxcess Wealth Management, LLC | 13,197 | $357.1 萬 | 0.11% | −5,705−30.2% | 減碼 |
| Linscomb & Williams, Inc. | 13,176 | $356.5 萬 | 0.16% | −1,292−8.9% | 減碼 |
| Sky Investment Group LLC | 13,077 | $353.9 萬 | 0.61% | −522−3.8% | 減碼 |
| SRS Capital Advisors, Inc. | 12,874 | $353.1 萬 | 0.10% | −7,018−35.3% | 減碼 |
| Exchange Traded Concepts, LLC | 13,008 | $352.0 萬 | 0.03% | −13,778−51.4% | 減碼 |
| Simon Quick Advisors, LLC | 13,006 | $351.9 萬 | 0.16% | +10,408+400.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $351.8 萬 | 1.07% | 00.0% | 不變 |
| Roundview Capital LLC | 12,993 | $351.6 萬 | 0.22% | −4,986−27.7% | 減碼 |
| Collar Capital Management, LLC | 12,884 | $348.6 萬 | 2.26% | +313+2.5% | 加碼 |
| Exome Asset Management LLC | 12,862 | $348.0 萬 | 2.05% | +7,027+120.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 12,852 | $347.8 萬 | 0.15% | +1,583+14.0% | 加碼 |
| Perkins Coie Trust Co | 12,779 | $345.8 萬 | 0.66% | +38+0.3% | 加碼 |
| Cidel Asset Management Inc | 12,757 | $345.2 萬 | 0.19% | +3,565+38.8% | 加碼 |
| Gluskin Sheff & Assoc Inc | 12,751 | $345.0 萬 | 0.57% | −8,273−39.4% | 減碼 |
| Harbour Capital Advisors, LLC | 9,666 | $341.7 萬 | 0.65% | −40−0.4% | 減碼 |
| Beech Hill Advisors, Inc. | 12,620 | $341.5 萬 | 1.71% | +2,188+21.0% | 加碼 |
| Taproot Management LP | 12,612 | $341.3 萬 | 0.64% | −6,661−34.6% | 減碼 |
| JLB & Associates Inc | 12,579 | $340.4 萬 | 0.49% | −20,325−61.8% | 減碼 |
| Palouse Capital Management, Inc. | 12,575 | $340.3 萬 | 2.25% | −182−1.4% | 減碼 |
| LexAurum Advisors, LLC | 12,554 | $339.7 萬 | 0.44% | +12,554 | 新進 |
| Legacy Private Trust Co. | 12,521 | $338.8 萬 | 0.21% | −1,134−8.3% | 減碼 |
| Wealthspire Advisors, LLC | 12,511 | $338.5 萬 | 0.03% | −4,887−28.1% | 減碼 |
| Griffith & Werner, Inc. | 12,490 | $338.0 萬 | 1.67% | +2,925+30.6% | 加碼 |
| Matauro, LLC | 12,469 | $337.4 萬 | 0.49% | +984+8.6% | 加碼 |
| Leeward Financial Partners, LLC | 12,400 | $335.5 萬 | 1.00% | +283+2.3% | 加碼 |
| Jasper Ridge Partners, L.P. | 12,379 | $335.0 萬 | 0.07% | 00.0% | 不變 |
| Immersion Capital LLP | 12,340 | $333.9 萬 | 5.31% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 12,337 | $333.8 萬 | 0.19% | +1,688+15.9% | 加碼 |
| St Germain D J Co Inc | 12,308 | $333.0 萬 | 0.13% | −3,732−23.3% | 減碼 |
| KKM Financial LLC | 10,069 | $332.4 萬 | 0.59% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 12,265 | $331.9 萬 | 0.24% | +2,667+27.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 12,213 | $330.5 萬 | 0.01% | −1,826−13.0% | 減碼 |
| HBK Sorce Advisory LLC | 8,649 | $328.7 萬 | 0.07% | −972−10.1% | 減碼 |
| Ocean Capital Management, LLC | 12,146 | $328.6 萬 | 0.68% | −1,239−9.3% | 減碼 |
| Value Partners Investments Inc. | 12,119 | $328.3 萬 | 0.25% | −8,335−40.7% | 減碼 |
| Rench Wealth Management, Inc. | 12,105 | $327.5 萬 | 0.99% | −795−6.2% | 減碼 |
| Naples Global Advisors, LLC | 12,102 | $327.5 萬 | 0.24% | −421−3.4% | 減碼 |
| Sigma Investment Counselors Inc | 12,061 | $326.4 萬 | 0.17% | −975−7.5% | 減碼 |
| Morton Community Bank | 12,001 | $324.7 萬 | 0.71% | +652+5.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,930 | $322.8 萬 | 0.05% | −508−4.1% | 減碼 |
| Centaurus Financial, Inc. | 11,867 | $321.1 萬 | 0.15% | −323−2.6% | 減碼 |
| Money Concepts Capital Corp | 11,844 | $320.5 萬 | 0.18% | −31−0.3% | 減碼 |
| Dakota Wealth Management | 11,841 | $320.4 萬 | 0.07% | −3,897−24.8% | 減碼 |
| Woodmont Investment Counsel LLC | 11,818 | $319.8 萬 | 0.20% | +2,704+29.7% | 加碼 |
| Buckingham Strategic Partners | 11,809 | $319.4 萬 | 0.03% | −153−1.3% | 減碼 |
| Leavell Investment Management, Inc. | 11,774 | $318.6 萬 | 0.13% | −1,423−10.8% | 減碼 |
| Berger Financial Group, Inc | 11,694 | $316.4 萬 | 0.18% | −170−1.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 11,630 | $314.7 萬 | 0.64% | −773−6.2% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 11,627 | $314.6 萬 | 0.46% | +11,627 | 新進 |
| HBW Advisory Services LLC | 11,596 | $313.8 萬 | 0.33% | −37−0.3% | 減碼 |
| Puzo Michael J | 11,502 | $311.2 萬 | 0.91% | −7,035−38.0% | 減碼 |
| West Branch Capital LLC | 11,475 | $310.5 萬 | 0.83% | +229+2.0% | 加碼 |
| IHT Wealth Management, LLC | 11,460 | $310.1 萬 | 0.07% | +1,196+11.7% | 加碼 |
| Bluesphere Advisors, LLC | 11,420 | $309.0 萬 | 1.10% | +2,948+34.8% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 11,400 | $308.5 萬 | 0.32% | −5,595−32.9% | 減碼 |