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。
2022 年第 3 季 13F 持有人
UnitedHealth Group Inc 在 2022/9/30 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
- 2,999
- 較 2022 年第 2 季 +72 家
- 持有股數
- 8.19 億
- 較 2022 年第 2 季 −194.8 萬 (−0.2%)
- 總市值
- $4,135 億
- 較 2022 年第 2 季 −$83.2 億 (−2.0%)
- 新進機構
- 149
- 另有 1,240 家加碼
- 清倉機構
- 77
- 另有 1,218 家減碼
另有 38 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 |
2022 年第 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $97.7 萬 | 1.19% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 1,938 | $97.9 萬 | 0.97% | +1,278+193.6% | 加碼 |
| Altfest L J & Co Inc | 1,942 | $98.1 萬 | 0.18% | +44+2.3% | 加碼 |
| FRG Family Wealth Advisors LLC | 1,960 | $99.0 萬 | 0.24% | +7+0.4% | 加碼 |
| Ropes Wealth Advisors LLC | 1,963 | $99.1 萬 | 0.21% | +22+1.1% | 加碼 |
| DGS Capital Management, LLC | 1,963 | $99.1 萬 | 0.66% | +214+12.2% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,968 | $99.3 萬 | 0.71% | −938−32.3% | 減碼 |
| IVC Wealth Advisors LLC | 1,974 | $99.7 萬 | 0.80% | +8+0.4% | 加碼 |
| Maxele Advisors, LLC | 1,974 | $99.7 萬 | 1.67% | −5−0.3% | 減碼 |
| Prudent Man Advisors, LLC | 1,979 | $99.9 萬 | 0.47% | −10−0.5% | 減碼 |
| Jacobi Capital Management LLC | 1,982 | $100.1 萬 | 0.14% | −105−5.0% | 減碼 |
| Forte Capital LLC | 1,983 | $100.1 萬 | 0.18% | +15+0.8% | 加碼 |
| Seelaus Asset Management LLC | 1,986 | $100.3 萬 | 0.80% | +40+2.1% | 加碼 |
| Arvest Trust Co N A | 1,990 | $100.5 萬 | 0.07% | −71−3.4% | 減碼 |
| Carmignac Gestion | 2,000 | $101.0 萬 | 0.02% | +2,000 | 新進 |
| Fort Point Capital Partners LLC | 2,007 | $101.4 萬 | 0.19% | +143+7.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,014 | $101.7 萬 | 0.25% | −33−1.6% | 減碼 |
| TLWM | 7,747 | $102.3 萬 | 0.48% | +5,292+215.6% | 加碼 |
| Saturna Capital CORP | 2,025 | $102.3 萬 | 0.02% | +45+2.3% | 加碼 |
| American Money Management, LLC | 2,031 | $102.6 萬 | 0.31% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 2,031 | $102.6 萬 | 0.15% | +868+74.6% | 加碼 |
| Atlas Brown,Inc. | 2,036 | $102.8 萬 | 0.52% | −82−3.9% | 減碼 |
| Montecito Bank & Trust | 2,038 | $103.0 萬 | 0.27% | −145−6.6% | 減碼 |
| 44 Wealth Management LLC | 2,042 | $103.1 萬 | 0.42% | −958−31.9% | 減碼 |
| Western Financial Corporation | 2,042 | $103.1 萬 | 0.72% | +1,396+216.1% | 加碼 |
| Enhancing Capital LLC | 2,050 | $103.5 萬 | 1.28% | 00.0% | 不變 |
| McDaniel Terry & Co | 2,061 | $104.1 萬 | 0.13% | 00.0% | 不變 |
| MCF Advisors LLC | 2,066 | $104.3 萬 | 0.12% | +93+4.7% | 加碼 |
| ProVise Management Group, LLC | 2,070 | $104.6 萬 | 0.12% | −128−5.8% | 減碼 |
| Briggs Advisory Group, Inc. | 2,072 | $104.6 萬 | 0.78% | −39−1.8% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 2,080 | $105.0 萬 | 0.73% | −40−1.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,080 | $105.0 萬 | 0.27% | +1,060+103.9% | 加碼 |
| GoalVest Advisory LLC | 2,081 | $105.1 萬 | 0.74% | −1,242−37.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,087 | $105.4 萬 | 0.46% | 00.0% | 不變 |
| Versor Investments LP | 2,088 | $105.5 萬 | 0.06% | −377−15.3% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 2,090 | $105.6 萬 | 0.08% | +55+2.7% | 加碼 |
| Convergence Investment Partners, LLC | 2,094 | $105.7 萬 | 0.69% | −462−18.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 2,094 | $105.7 萬 | 1.50% | +45+2.2% | 加碼 |
| McLean Asset Management Corp | 2,095 | $105.8 萬 | 0.41% | +23+1.1% | 加碼 |
| Bluesphere Advisors, LLC | 2,101 | $106.1 萬 | 1.06% | 00.0% | 不變 |
| KRS Capital Management, LLC | 2,103 | $106.2 萬 | 1.60% | +142+7.2% | 加碼 |
| Titleist Asset Management, Ltd. | 2,105 | $106.3 萬 | 0.25% | −136−6.1% | 減碼 |
| Secure Asset Management, LLC | 2,109 | $106.5 萬 | 0.60% | +37+1.8% | 加碼 |
| Riverwater Partners LLC | 2,110 | $106.6 萬 | 1.06% | −68−3.1% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,114 | $106.8 萬 | 0.56% | +3+0.1% | 加碼 |
| Copperwynd Financial, LLC | 2,125 | $107.3 萬 | 0.62% | −73−3.3% | 減碼 |
| MTM Investment Management, LLC | 2,129 | $107.5 萬 | 0.61% | +370+21.0% | 加碼 |
| Franklin Street Advisors Inc | 2,136 | $107.9 萬 | 0.11% | −80−3.6% | 減碼 |
| E Fund Management Co., Ltd. | 2,142 | $108.2 萬 | 0.10% | +75+3.6% | 加碼 |
| Epiq Partners, LLC | 2,148 | $108.5 萬 | 0.67% | 00.0% | 不變 |
| American State Bank (Iowa) | 2,153 | $108.7 萬 | 0.94% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,156 | $108.9 萬 | 0.20% | +357+19.8% | 加碼 |
| Capital Market Strategies LLC | 2,159 | $109.0 萬 | 1.23% | +32+1.5% | 加碼 |
| Allred Capital Management, LLC | 2,175 | $109.8 萬 | 0.68% | +7+0.3% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,176 | $109.9 萬 | 0.75% | +18+0.8% | 加碼 |
| Cladis Investment Advisory, LLC | 2,186 | $110.4 萬 | 1.20% | +9+0.4% | 加碼 |
| Hirtle Callaghan & Co LLC | 2,189 | $110.6 萬 | 0.08% | +799+57.5% | 加碼 |
| Scharf Investments, LLC | 2,194 | $110.8 萬 | 0.04% | +446+25.5% | 加碼 |
| Planning Center, Inc. | 2,220 | $110.9 萬 | 0.88% | −38−1.7% | 減碼 |
| CFM Wealth Partners LLC | 2,210 | $111.6 萬 | 0.36% | +1,005+83.4% | 加碼 |
| Ssi Investment Management LLC | 2,215 | $111.9 萬 | 0.08% | +5+0.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 2,221 | $112.2 萬 | 0.49% | −10−0.4% | 減碼 |
| Wealth Management Partners, LLC | 2,000 | $112.2 萬 | 0.99% | 00.0% | 不變 |
| ERn Financial, LLC | 2,230 | $112.6 萬 | 0.29% | −102−4.4% | 減碼 |
| Prentice Wealth Management LLC | 2,162 | $112.8 萬 | 0.62% | −20−0.9% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,235 | $112.9 萬 | 0.32% | −622−21.8% | 減碼 |
| Fortis Capital Management LLC | 2,236 | $112.9 萬 | 0.97% | −20−0.9% | 減碼 |
| Nicolet Bankshares Inc | 2,238 | $113.0 萬 | 0.32% | −367−14.1% | 減碼 |
| Fiduciary Planning LLC | 2,246 | $113.4 萬 | 0.58% | −19−0.8% | 減碼 |
| Lederer & Associates Investment Counsel | 2,247 | $113.5 萬 | 0.96% | −174−7.2% | 減碼 |
| Park National Corp | 2,248 | $113.5 萬 | 0.06% | +10.0% | 加碼 |
| Quantum Private Wealth, LLC | 2,248 | $113.5 萬 | 0.71% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 2,252 | $113.7 萬 | 0.79% | −119−5.0% | 減碼 |
| Paulson Wealth Management Inc. | 2,255 | $113.9 萬 | 0.61% | −498−18.1% | 減碼 |
| Hall Capital Management Co Inc | 2,264 | $114.3 萬 | 0.76% | +2,264 | 新進 |
| Ausdal Financial Partners, Inc. | 2,276 | $115.0 萬 | 0.18% | +25+1.1% | 加碼 |
| QVR LLC | 2,282 | $115.3 萬 | 1.05% | −212−8.5% | 減碼 |
| Sargent Investment Group, LLC | 2,227 | $115.6 萬 | 0.36% | +37+1.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 2,295 | $115.9 萬 | 0.20% | −76−3.2% | 減碼 |
| Toews Corp | 2,300 | $116.2 萬 | 0.85% | −100−4.2% | 減碼 |
| Drive Wealth Management, LLC | 2,313 | $116.8 萬 | 1.11% | +270+13.2% | 加碼 |
| Aevitas Wealth Management, Inc. | 2,320 | $117.2 萬 | 0.88% | +3+0.1% | 加碼 |
| Asset Advisors Investment Management, LLC | 2,325 | $117.4 萬 | 0.17% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 2,324 | $117.5 萬 | 0.79% | +719+44.8% | 加碼 |
| Alpha DNA Investment Management LLC | 2,331 | $117.7 萬 | 1.02% | +2,331 | 新進 |
| Crawford Investment Counsel Inc | 2,335 | $117.9 萬 | 0.03% | −192−7.6% | 減碼 |
| Hollencrest Capital Management | 2,337 | $118.0 萬 | 0.15% | +19+0.8% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,349 | $118.6 萬 | 0.73% | +106+4.7% | 加碼 |
| Geller Advisors LLC | 2,351 | $118.7 萬 | 0.26% | +598+34.1% | 加碼 |
| Uncommon Cents Investing LLC | 2,355 | $118.9 萬 | 0.50% | −15−0.6% | 減碼 |
| Resurgent Financial Advisors LLC | 2,372 | $119.8 萬 | 0.83% | +834+54.2% | 加碼 |
| Missouri Trust & Investment Co | 2,375 | $119.9 萬 | 0.78% | −153−6.1% | 減碼 |
| First Commonwealth Financial Corp | 2,380 | $120.2 萬 | 0.50% | −10.0% | 減碼 |
| Vigilare Wealth Management | 2,381 | $120.2 萬 | 1.55% | +81+3.5% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,383 | $120.4 萬 | 0.42% | −2,649−52.6% | 減碼 |
| 626 Financial, LLC | 2,388 | $120.6 萬 | 0.98% | +10.0% | 加碼 |
| North Star Asset Management Inc | 2,387 | $120.6 萬 | 0.08% | +18+0.8% | 加碼 |
| Sterling Investment Counsel, LLC | 2,393 | $120.7 萬 | 0.88% | +50+2.1% | 加碼 |
| Westhampton Capital, LLC | 2,392 | $120.8 萬 | 0.91% | +10+0.4% | 加碼 |
| SC&H Financial Advisors, Inc. | 2,394 | $120.9 萬 | 0.60% | −490−17.0% | 減碼 |