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
- 3,159
- 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 1,217 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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 3,101 | $164.4 萬 | 0.31% | +86+2.9% | 加碼 |
| Investment Advisory Services Inc | 3,107 | $164.7 萬 | 0.85% | +221+7.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,117 | $165.3 萬 | 0.83% | +3,117 | 新進 |
| Delta Financial Advisors LLC | 3,120 | $165.4 萬 | 0.80% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 3,122 | $165.5 萬 | 0.30% | +202+6.9% | 加碼 |
| Cito Capital Group, LLC | 3,126 | $165.7 萬 | 0.91% | +26+0.8% | 加碼 |
| Cambridge Advisors Inc. | 3,130 | $165.9 萬 | 0.45% | +7+0.2% | 加碼 |
| Key Financial Inc | 3,296 | $166.5 萬 | 0.79% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,141 | $166.6 萬 | 0.55% | +90+2.9% | 加碼 |
| PDS Planning, Inc | 3,142 | $166.6 萬 | 0.27% | +62+2.0% | 加碼 |
| Mechanics Financial Corp | 3,145 | $166.7 萬 | 0.99% | +12+0.4% | 加碼 |
| Lake Street Financial LLC | 3,154 | $167.2 萬 | 0.35% | +191+6.4% | 加碼 |
| BKD Wealth Advisors, LLC | 3,158 | $167.5 萬 | 0.06% | −116−3.5% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 3,162 | $167.6 萬 | 1.15% | +39+1.2% | 加碼 |
| Millington Financial Advisors, LLC | 3,164 | $167.7 萬 | 1.64% | +3,164 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 3,166 | $167.9 萬 | 1.21% | −6−0.2% | 減碼 |
| Whitener Capital Management, Inc. | 3,168 | $168.0 萬 | 0.73% | +150+5.0% | 加碼 |
| Brand Asset Management Group, Inc. | 3,187 | $168.9 萬 | 0.85% | +10.0% | 加碼 |
| BigSur Wealth Management LLC | 3,191 | $169.2 萬 | 0.82% | +12+0.4% | 加碼 |
| Cedar Brook Financial Partners, LLC | 3,198 | $169.5 萬 | 0.48% | +148+4.9% | 加碼 |
| BCGM Wealth Management, LLC | 3,199 | $169.6 萬 | 0.82% | −16−0.5% | 減碼 |
| Core Wealth Advisors, Inc. | 3,201 | $169.7 萬 | 0.74% | +194+6.5% | 加碼 |
| Prossimo Advisors, LLC | 3,203 | $169.8 萬 | 3.93% | +3,203 | 新進 |
| Mach-1 Financial Group, Inc. | 3,204 | $169.9 萬 | 0.79% | +2,944+1,132.3% | 加碼 |
| Wolf Group Capital Advisors | 3,211 | $170.2 萬 | 0.80% | −290−8.3% | 減碼 |
| Virtue Capital Management, LLC | 3,225 | $171.0 萬 | 0.26% | +1,842+133.2% | 加碼 |
| Platform Technology Partners | 3,230 | $171.2 萬 | 0.88% | +27+0.8% | 加碼 |
| Stableford Capital II LLC | 3,498 | $171.4 萬 | 0.93% | +16+0.5% | 加碼 |
| BBR Partners, LLC | 3,243 | $171.9 萬 | 0.19% | −22−0.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,244 | $172.0 萬 | 0.26% | −342−9.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,252 | $172.4 萬 | 0.25% | −38−1.2% | 減碼 |
| WealthTrust Asset Management, LLC | 3,262 | $172.9 萬 | 1.67% | −1,941−37.3% | 減碼 |
| Boston Family Office LLC | 3,262 | $173.0 萬 | 0.14% | −329−9.2% | 減碼 |
| Roman Butler Fullerton & Co | 3,571 | $173.2 萬 | 0.90% | +2,422+210.8% | 加碼 |
| Herold Advisors, Inc. | 3,271 | $173.4 萬 | 0.73% | +10.0% | 加碼 |
| Thomas White International Ltd | 3,273 | $173.5 萬 | 0.38% | 00.0% | 不變 |
| Wealth Effects LLC | 3,283 | $174.0 萬 | 0.99% | −300−8.4% | 減碼 |
| Proficio Capital Partners LLC | 3,297 | $174.8 萬 | 0.33% | +52+1.6% | 加碼 |
| CSU Producer Resources, Inc. | 3,300 | $175.0 萬 | 6.57% | 00.0% | 不變 |
| IMS Capital Management | 3,307 | $175.3 萬 | 1.12% | +387+13.3% | 加碼 |
| Van Leeuwen & Company, LLC | 3,308 | $175.4 萬 | 1.21% | −38−1.1% | 減碼 |
| Legacy Bridge, LLC | 3,310 | $175.5 萬 | 1.25% | +224+7.3% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 3,619 | $175.9 萬 | 0.80% | +363+11.1% | 加碼 |
| Institute for Wealth Management, LLC. | 3,319 | $176.0 萬 | 0.38% | −25−0.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 3,319 | $176.0 萬 | 0.01% | −68−2.0% | 減碼 |
| Beck Capital Management, LLC | 3,324 | $176.2 萬 | 0.74% | +3,324 | 新進 |
| Evermay Wealth Management LLC | 3,341 | $177.2 萬 | 0.36% | −38−1.1% | 減碼 |
| KLCM Advisors, Inc. | 3,355 | $177.9 萬 | 0.36% | +100+3.1% | 加碼 |
| Keel Point, LLC | 3,370 | $178.7 萬 | 0.28% | +285+9.2% | 加碼 |
| Domani Wealth, LLC | 3,371 | $178.7 萬 | 0.45% | +29+0.9% | 加碼 |
| Defined Wealth Management, LLC | 3,374 | $178.9 萬 | 1.68% | 00.0% | 不變 |
| Boston Common Asset Management, LLC | 3,374 | $178.9 萬 | 0.09% | +78+2.4% | 加碼 |
| Hodges Capital Management Inc. | 3,375 | $178.9 萬 | 0.16% | +258+8.3% | 加碼 |
| Vista Investment Management | 3,383 | $179.4 萬 | 1.02% | −49−1.4% | 減碼 |
| Hall Capital Management Co Inc | 3,388 | $179.6 萬 | 1.08% | +1,124+49.6% | 加碼 |
| Journey Strategic Wealth LLC | 3,390 | $179.7 萬 | 0.21% | +902+36.3% | 加碼 |
| VitalStone Financial, LLC | 3,340 | $179.8 萬 | 1.23% | +3,340 | 新進 |
| Alta Wealth Advisors LLC | 3,392 | $179.8 萬 | 1.21% | −160−4.5% | 減碼 |
| Nwam LLC | 3,396 | $180.1 萬 | 0.16% | −81−2.3% | 減碼 |
| Ellevest, Inc. | 3,404 | $180.5 萬 | 0.15% | +98+3.0% | 加碼 |
| Baldwin Brothers Inc | 3,406 | $180.6 萬 | 0.16% | +109+3.3% | 加碼 |
| Northern Financial Advisors Inc | 3,410 | $180.8 萬 | 2.05% | +3,410 | 新進 |
| Amica Retiree Medical Trust | 3,417 | $181.2 萬 | 2.33% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,423 | $181.5 萬 | 0.02% | −505−12.9% | 減碼 |
| Prestige Wealth Management Group LLC | 3,428 | $181.8 萬 | 0.47% | −2,203−39.1% | 減碼 |
| Kistler-Tiffany Companies, LLC | 3,429 | $181.8 萬 | 0.37% | −150−4.2% | 減碼 |
| Alera Investment Advisors, LLC | 3,434 | $182.1 萬 | 0.43% | +22+0.6% | 加碼 |
| Oakworth Capital, Inc. | 3,446 | $182.7 萬 | 0.18% | −12−0.3% | 減碼 |
| Perpetual Investment Management Ltd | 3,450 | $182.9 萬 | 0.22% | −200−5.5% | 減碼 |
| Pettee Investors, Inc. | 3,456 | $183.2 萬 | 0.90% | −55−1.6% | 減碼 |
| Paralel Advisors LLC | 3,464 | $183.7 萬 | 0.11% | +3,464 | 新進 |
| Daymark Wealth Partners, LLC | 3,466 | $183.8 萬 | 0.33% | +3,466 | 新進 |
| FinTrust Capital Advisors, LLC | 3,471 | $184.0 萬 | 0.44% | −651−15.8% | 減碼 |
| Aries Wealth Management | 3,486 | $184.8 萬 | 0.80% | +9+0.3% | 加碼 |
| Morgens Waterfall Vintiadis & Co Inc | 3,500 | $185.6 萬 | 1.61% | 00.0% | 不變 |
| Scott Investment Partners LLP | 3,500 | $185.6 萬 | 4.48% | 00.0% | 不變 |
| Leisure Capital Management | 3,510 | $186.1 萬 | 0.96% | −76−2.1% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,511 | $186.2 萬 | 0.49% | +104+3.1% | 加碼 |
| RSM US Wealth Management LLC | 3,522 | $186.7 萬 | 0.09% | +715+25.5% | 加碼 |
| Strategic Investment Advisors | 3,536 | $187.5 萬 | 0.39% | +175+5.2% | 加碼 |
| Keudell/Morrison Wealth Management | 3,537 | $187.5 萬 | 0.60% | −188−5.0% | 減碼 |
| Quent Capital, LLC | 3,543 | $187.9 萬 | 0.34% | +171+5.1% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 3,547 | $188.1 萬 | 0.70% | −74−2.0% | 減碼 |
| Willner & Heller, LLC | 3,556 | $188.5 萬 | 2.68% | −24−0.7% | 減碼 |
| Horan Securities, Inc. | 3,558 | $188.7 萬 | 1.06% | +65+1.9% | 加碼 |
| Independent Investors Inc | 3,560 | $188.7 萬 | 0.53% | +117+3.4% | 加碼 |
| Northcape Wealth Management, LLC | 3,563 | $188.9 萬 | 1.05% | −1,753−33.0% | 減碼 |
| S. R. Schill & Associates | 3,568 | $189.2 萬 | 0.94% | −140−3.8% | 減碼 |
| Goepper Burkhardt LLC | 3,579 | $189.8 萬 | 1.33% | +27+0.8% | 加碼 |
| Fiduciary Group LLC | 3,594 | $190.5 萬 | 0.25% | −2−0.1% | 減碼 |
| Cribstone Capital Management, LLC | 3,601 | $190.9 萬 | 1.11% | +53+1.5% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,606 | $191.2 萬 | 0.27% | +124+3.6% | 加碼 |
| Paragon Advisors, LLC | 3,610 | $191.3 萬 | 0.85% | −1,260−25.9% | 減碼 |
| Hunter Associates Investment Management LLC | 3,606 | $191.3 萬 | 0.46% | −25−0.7% | 減碼 |
| QP Wealth Management, LLC | 3,616 | $191.7 萬 | 2.99% | −418−10.4% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,631 | $192.5 萬 | 0.97% | −277−7.1% | 減碼 |
| Beacon Financial Group | 3,639 | $192.9 萬 | 0.26% | −231−6.0% | 減碼 |
| Laraway Financial Inc | 3,643 | $193.2 萬 | 2.02% | −167−4.4% | 減碼 |
| First Financial Bank - Trust Division | 3,659 | $194.0 萬 | 0.21% | +181+5.2% | 加碼 |
| Alpine Woods Capital Investors, LLC | 3,666 | $194.4 萬 | 0.28% | +817+28.7% | 加碼 |