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 4 季 13F 持有人
UnitedHealth Group Inc 在 2022/12/31 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
- 3,160
- 較 2022 年第 3 季 +232 家
- 持有股數
- 8.20 億
- 較 2022 年第 3 季 +515.9 萬 (+0.6%)
- 總市值
- $4,342 億
- 較 2022 年第 3 季 +$226.5 億 (+5.5%)
- 新進機構
- 329
- 另有 1,286 家加碼
- 清倉機構
- 97
- 另有 1,218 家減碼
另有 71 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 1,864 | $98.8 萬 | 0.06% | +1,217+188.1% | 加碼 |
| Patron Partners Advisors, LLC | 1,867 | $99.0 萬 | 0.74% | −2−0.1% | 減碼 |
| CVA Family Office, LLC | 1,868 | $99.0 萬 | 0.24% | −38−2.0% | 減碼 |
| Everett Harris & Co | 1,869 | $99.1 萬 | 0.02% | +56+3.1% | 加碼 |
| Heritage Wealth Partners, LLC | 1,821 | $99.1 萬 | 0.91% | +1,821 | 新進 |
| Campion Asset Management LLC | 1,870 | $99.1 萬 | 0.97% | 00.0% | 不變 |
| Detalus Advisors, LLC | 1,875 | $99.4 萬 | 0.49% | −8−0.4% | 減碼 |
| Courier Capital LLC | 1,875 | $99.4 萬 | 0.11% | +451+31.7% | 加碼 |
| Asset Allocation & Management Company, LLC | 1,881 | $99.7 萬 | 0.39% | +980+108.8% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,025 | $99.7 萬 | 0.45% | +129+6.8% | 加碼 |
| 44 Wealth Management LLC | 1,885 | $99.9 萬 | 0.35% | −157−7.7% | 減碼 |
| Cardiff Park Advisors, LLC | 1,889 | $100.1 萬 | 0.14% | −4−0.2% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,890 | $100.2 萬 | 0.50% | +1,890 | 新進 |
| Stamos Capital Partners, L.P. | 1,890 | $100.2 萬 | 0.32% | −7,940−80.8% | 減碼 |
| Gould Asset Management LLC | 1,893 | $100.4 萬 | 0.30% | +250+15.2% | 加碼 |
| Profit Investment Management, LLC | 1,896 | $100.5 萬 | 0.71% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 1,902 | $100.8 萬 | 1.23% | +1+0.1% | 加碼 |
| Deuterium Capital Management, LLC | 1,905 | $101.0 萬 | 3.01% | +1,028+117.2% | 加碼 |
| Archer Investment Corp | 1,915 | $101.5 萬 | 0.39% | −12−0.6% | 減碼 |
| Virginia Wealth Management Group, Inc. | 1,917 | $101.6 萬 | 0.70% | +16+0.8% | 加碼 |
| Callan Family Office, LLC | 1,927 | $102.2 萬 | 0.33% | +1,927 | 新進 |
| Steel Peak Wealth Management LLC | 1,930 | $102.3 萬 | 0.08% | +63+3.4% | 加碼 |
| Berkeley Capital Partners, LLC | 1,934 | $102.5 萬 | 0.40% | +15+0.8% | 加碼 |
| Verity & Verity, LLC | 1,935 | $102.6 萬 | 0.13% | +1,935 | 新進 |
| Disciplined Equity Management, Inc. | 1,938 | $102.7 萬 | 0.91% | 00.0% | 不變 |
| Stelac Advisory Services LLC | 1,938 | $102.7 萬 | 0.47% | +15+0.8% | 加碼 |
| Professional Financial Advisors, LLC | 1,939 | $102.8 萬 | 0.70% | +11+0.6% | 加碼 |
| Sovereign Financial Group, Inc. | 1,943 | $103.0 萬 | 0.41% | +335+20.8% | 加碼 |
| My Personal CFO, LLC | 1 | $103.1 萬 | 1.02% | +1 | 新進 |
| Crestwood Advisors Group LLC | 1,946 | $103.2 萬 | 0.04% | +692+55.2% | 加碼 |
| SMART Wealth LLC | 1,948 | $103.3 萬 | 0.78% | +1,948 | 新進 |
| Copperwynd Financial, LLC | 1,954 | $103.6 萬 | 0.58% | −171−8.0% | 減碼 |
| 1776 Wealth LLC | 1,954 | $103.6 萬 | 0.74% | +28+1.5% | 加碼 |
| Seelaus Asset Management LLC | 1,956 | $103.7 萬 | 0.78% | −30−1.5% | 減碼 |
| FRG Family Wealth Advisors LLC | 1,960 | $103.9 萬 | 0.25% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 4,774 | $104.0 萬 | 0.77% | +2,800+141.8% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,974 | $104.7 萬 | 0.79% | +6+0.3% | 加碼 |
| Lokken Investment Group LLC | 1,974 | $104.7 萬 | 0.83% | +50+2.6% | 加碼 |
| DGS Capital Management, LLC | 1,975 | $104.7 萬 | 0.68% | +12+0.6% | 加碼 |
| STAR Financial Bank | 1,998 | $105.9 萬 | 1.05% | +1,998 | 新進 |
| Carmignac Gestion | 2,000 | $106.0 萬 | 0.02% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,008 | $106.5 萬 | 0.09% | −134−6.3% | 減碼 |
| Arvest Trust Co N A | 2,014 | $106.8 萬 | 0.07% | +24+1.2% | 加碼 |
| Ignite Planners, LLC | 2,203 | $107.1 萬 | 0.45% | +678+44.5% | 加碼 |
| Montecito Bank & Trust | 2,023 | $107.3 萬 | 0.26% | −15−0.7% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 2,028 | $107.5 萬 | 0.57% | +348+20.7% | 加碼 |
| StrongBox Wealth, LLC | 2,029 | $107.6 萬 | 0.76% | +668+49.1% | 加碼 |
| Atlas Brown,Inc. | 2,036 | $107.9 萬 | 0.53% | 00.0% | 不變 |
| American Money Management, LLC | 2,056 | $109.0 萬 | 0.31% | +25+1.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 2,061 | $109.3 萬 | 0.16% | −215−9.4% | 減碼 |
| McDaniel Terry & Co | 2,061 | $109.3 萬 | 0.13% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 2,063 | $109.4 萬 | 0.89% | −184−8.2% | 減碼 |
| OneAscent Financial Services LLC | 2,066 | $109.5 萬 | 0.47% | +147+7.7% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,314 | $110.2 萬 | 0.64% | −35−1.5% | 減碼 |
| AlphaQ Advisors LLC | 2,091 | $110.9 萬 | 0.96% | +2,091 | 新進 |
| Taylor Hoffman Wealth Management | 2,100 | $111.3 萬 | 0.68% | −1,000−32.3% | 減碼 |
| Bluesphere Advisors, LLC | 2,101 | $111.4 萬 | 0.99% | 00.0% | 不變 |
| MCF Advisors LLC | 2,104 | $111.6 萬 | 0.11% | +38+1.8% | 加碼 |
| Aaron Wealth Advisors | 2,107 | $111.7 萬 | 0.17% | −49−2.3% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,113 | $112.0 萬 | 0.43% | +26+1.2% | 加碼 |
| Clean Yield Group | 2,113 | $112.0 萬 | 0.48% | +907+75.2% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,117 | $112.2 萬 | 0.54% | +3+0.1% | 加碼 |
| Riverwater Partners LLC | 2,121 | $112.5 萬 | 0.96% | +11+0.5% | 加碼 |
| State of Wyoming | 2,125 | $112.7 萬 | 0.37% | −752−26.1% | 減碼 |
| Franklin Street Advisors Inc | 2,131 | $113.0 萬 | 0.11% | −5−0.2% | 減碼 |
| Presidio Capital Management, LLC | 2,137 | $113.3 萬 | 1.03% | −297−12.2% | 減碼 |
| One Capital Management, LLC | 2,140 | $113.5 萬 | 0.06% | −427−16.6% | 減碼 |
| Wealth Management Associates, Inc. | 2,142 | $113.6 萬 | 0.76% | −394−15.5% | 減碼 |
| McLean Asset Management Corp | 2,142 | $113.6 萬 | 0.39% | +47+2.2% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,144 | $113.7 萬 | 0.23% | +2,144 | 新進 |
| American State Bank (Iowa) | 2,153 | $114.1 萬 | 0.88% | 00.0% | 不變 |
| Briggs Advisory Group, Inc. | 2,160 | $114.5 萬 | 0.73% | +88+4.2% | 加碼 |
| Forte Capital LLC | 2,162 | $114.6 萬 | 0.20% | +179+9.0% | 加碼 |
| MTM Investment Management, LLC | 2,162 | $114.6 萬 | 0.60% | +33+1.6% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 2,166 | $114.8 萬 | 0.08% | +76+3.6% | 加碼 |
| PBMares Wealth Management LLC | 2,167 | $114.9 萬 | 0.46% | −471−17.9% | 減碼 |
| Fiduciary Planning LLC | 2,167 | $114.9 萬 | 0.56% | −79−3.5% | 減碼 |
| Secure Asset Management, LLC | 2,172 | $115.1 萬 | 0.41% | +63+3.0% | 加碼 |
| Epiq Partners, LLC | 2,178 | $115.5 萬 | 0.77% | +30+1.4% | 加碼 |
| Paloma Partners Management Co | 2,178 | $115.5 萬 | 0.25% | +2,178 | 新進 |
| KRS Capital Management, LLC | 2,180 | $115.6 萬 | 1.58% | +77+3.7% | 加碼 |
| Allred Capital Management, LLC | 2,181 | $115.6 萬 | 0.63% | +6+0.3% | 加碼 |
| Trustcore Financial Services, LLC | 2,186 | $115.9 萬 | 0.10% | −208−8.7% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,193 | $116.2 萬 | 0.72% | +17+0.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,198 | $116.5 萬 | 1.54% | +104+5.0% | 加碼 |
| Armstrong Advisory Group, Inc | 2,202 | $116.7 萬 | 0.15% | +2,202 | 新進 |
| Copperleaf Capital, LLC | 2,203 | $116.8 萬 | 1.34% | −1,001−31.2% | 減碼 |
| Chicago Partners Investment Group LLC | 2,454 | $117.0 萬 | 0.07% | −78−3.1% | 減碼 |
| Redwood Investment Management, LLC | 2,208 | $117.1 萬 | 0.16% | +401+22.2% | 加碼 |
| Ssi Investment Management LLC | 2,213 | $117.3 萬 | 0.07% | −2−0.1% | 減碼 |
| Kathmere Capital Management, LLC | 2,220 | $117.7 萬 | 0.21% | +1,180+113.5% | 加碼 |
| Meridian Financial Partners LLC | 2,433 | $117.8 萬 | 1.32% | +13+0.5% | 加碼 |
| Prentice Wealth Management LLC | 2,230 | $118.2 萬 | 0.60% | +68+3.1% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,231 | $118.3 萬 | 0.39% | −152−6.4% | 減碼 |
| Sargent Investment Group, LLC | 2,243 | $118.9 萬 | 0.37% | +16+0.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 2,246 | $119.1 萬 | 0.17% | −49−2.1% | 減碼 |
| Quantum Private Wealth, LLC | 2,248 | $119.2 萬 | 0.76% | 00.0% | 不變 |
| Fortis Capital Management LLC | 2,255 | $119.6 萬 | 0.89% | +19+0.8% | 加碼 |
| Scharf Investments, LLC | 2,269 | $120.3 萬 | 0.04% | +75+3.4% | 加碼 |
| Jacobi Capital Management LLC | 2,271 | $120.4 萬 | 0.15% | +289+14.6% | 加碼 |