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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 4,416 | $234.1 萬 | 0.34% | −11−0.2% | 減碼 |
| Oak Asset Management, LLC | 4,441 | $235.5 萬 | 1.06% | −445−9.1% | 減碼 |
| Ledge Wealth Management, Inc. | 4,450 | $235.9 萬 | 1.08% | +937+26.7% | 加碼 |
| Cordatus Wealth Management LLC | 4,453 | $236.1 萬 | 3.46% | +4,453 | 新進 |
| Circle Wealth Management, LLC | 4,471 | $237.0 萬 | 0.37% | −174−3.7% | 減碼 |
| IMA Wealth, Inc. | 4,484 | $237.7 萬 | 0.63% | +105+2.4% | 加碼 |
| Warren Averett Asset Management, LLC | 4,490 | $238.0 萬 | 0.13% | −139−3.0% | 減碼 |
| F/M Investments LLC | 4,493 | $238.2 萬 | 2.88% | +4,493 | 新進 |
| Roof Eidam & Maycock | 4,499 | $238.5 萬 | 0.85% | −195−4.2% | 減碼 |
| Beck Bode, LLC | 4,501 | $238.6 萬 | 0.54% | −88−1.9% | 減碼 |
| Soltis Investment Advisors LLC | 4,501 | $238.7 萬 | 0.31% | +571+14.5% | 加碼 |
| Applied Capital LLC | 4,518 | $239.5 萬 | 2.39% | +4,518 | 新進 |
| Wambolt & Associates, LLC | 4,520 | $239.6 萬 | 0.92% | +409+9.9% | 加碼 |
| Aspiriant, LLC | 4,539 | $240.7 萬 | 0.12% | +494+12.2% | 加碼 |
| M Holdings Securities, Inc. | 4,548 | $241.1 萬 | 0.25% | −132−2.8% | 減碼 |
| Graypoint LLC | 4,554 | $241.4 萬 | 0.29% | +47+1.0% | 加碼 |
| Benchmark Investment Advisors LLC | 4,566 | $242.1 萬 | 2.56% | +107+2.4% | 加碼 |
| Glassman Wealth Services | 4,568 | $242.2 萬 | 0.45% | −242−5.0% | 減碼 |
| Caliber Wealth Management, LLC | 4,572 | $242.4 萬 | 1.85% | +19+0.4% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $242.6 萬 | 1.09% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 4,585 | $243.1 萬 | 0.19% | −36−0.8% | 減碼 |
| Menard Financial Group LLC | 4,590 | $243.4 萬 | 5.80% | −795−14.8% | 減碼 |
| InterOcean Capital Group, LLC | 4,598 | $243.8 萬 | 0.09% | −534−10.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 4,609 | $244.4 萬 | 0.15% | +28+0.6% | 加碼 |
| Oarsman Capital, Inc. | 4,615 | $244.7 萬 | 1.25% | −472−9.3% | 減碼 |
| BFSG, LLC | 4,621 | $245.0 萬 | 0.49% | +620+15.5% | 加碼 |
| Angeles Wealth Management, LLC | 4,628 | $245.4 萬 | 0.43% | −122−2.6% | 減碼 |
| Trust Investment Advisors | 4,658 | $247.0 萬 | 2.33% | +16+0.3% | 加碼 |
| Revolve Wealth Partners, LLC | 4,663 | $247.2 萬 | 0.71% | +142+3.1% | 加碼 |
| Geneva Partners, LLC | 4,664 | $247.3 萬 | 2.34% | −1,769−27.5% | 減碼 |
| JT Stratford LLC | 4,666 | $247.4 萬 | 0.79% | −2,174−31.8% | 減碼 |
| RB Capital Management, LLC | 4,666 | $247.4 萬 | 0.90% | +49+1.1% | 加碼 |
| Certified Advisory Corp | 4,689 | $248.6 萬 | 0.49% | +85+1.8% | 加碼 |
| Accurate Wealth Management, LLC | 5,125 | $249.1 萬 | 0.92% | +3,386+194.7% | 加碼 |
| International Assets Investment Management, LLC | 283,332 | $250.0 萬 | 0.26% | +279,597+7,485.9% | 加碼 |
| Act Two Investors LLC | 4,724 | $250.5 萬 | 2.59% | −4−0.1% | 減碼 |
| Ingalls & Snyder LLC | 4,733 | $250.9 萬 | 0.14% | −24−0.5% | 減碼 |
| Cape Ann Savings Bank | 4,733 | $250.9 萬 | 1.84% | +56+1.2% | 加碼 |
| Northeast Financial Group, Inc. | 4,734 | $251.0 萬 | 1.99% | −1,066−18.4% | 減碼 |
| Fiducient Advisors LLC | 4,734 | $251.0 萬 | 0.74% | +4,280+942.7% | 加碼 |
| Harvey Investment Co LLC | 4,740 | $251.3 萬 | 0.32% | −40−0.8% | 減碼 |
| Sunbelt Securities, Inc. | 4,751 | $251.9 萬 | 0.49% | −105−2.2% | 減碼 |
| Harfst & Associates, Inc. | 4,754 | $252.0 萬 | 0.73% | −19−0.4% | 減碼 |
| Financial Perspectives, Inc | 4,765 | $252.6 萬 | 1.29% | +11+0.2% | 加碼 |
| Hellman Jordan Management Co Inc | 4,767 | $252.7 萬 | 4.29% | +942+24.6% | 加碼 |
| Smith, Moore & Co. | 4,777 | $253.3 萬 | 0.35% | +870+22.3% | 加碼 |
| IAM Advisory, LLC | 4,801 | $254.5 萬 | 0.94% | +45+0.9% | 加碼 |
| RFG Advisory, LLC | 5,395 | $254.7 萬 | 0.13% | −1,859−25.6% | 減碼 |
| KCS Wealth Advisory | 4,814 | $255.2 萬 | 1.06% | +58+1.2% | 加碼 |
| Trustmark National Bank Trust Department | 4,823 | $255.7 萬 | 0.24% | −5−0.1% | 減碼 |
| Signet Investment Advisory Group, Inc. | 4,832 | $256.2 萬 | 1.81% | −28−0.6% | 減碼 |
| Lee Financial Co | 4,836 | $256.4 萬 | 0.44% | +66+1.4% | 加碼 |
| TKG Advisors, LLC | 4,837 | $256.4 萬 | 1.69% | +279+6.1% | 加碼 |
| Bulltick Wealth Management, LLC | 4,841 | $256.7 萬 | 0.74% | +281+6.2% | 加碼 |
| Continuum Advisory, LLC | 4,859 | $257.6 萬 | 0.46% | −744−13.3% | 減碼 |
| Warther Private Wealth, LLC | 4,859 | $257.6 萬 | 1.93% | −140−2.8% | 減碼 |
| Insight Wealth Strategies, LLC | 4,862 | $257.8 萬 | 0.50% | −104−2.1% | 減碼 |
| Apexium Financial, LP | 4,899 | $259.8 萬 | 0.27% | +3,733+320.2% | 加碼 |
| Consolidated Capital Management, LLC | 4,906 | $260.1 萬 | 1.55% | −18−0.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,907 | $260.1 萬 | 1.17% | +4,907 | 新進 |
| Country Club Bank | 4,910 | $260.3 萬 | 0.23% | −186−3.6% | 減碼 |
| Welch & Forbes LLC | 4,946 | $262.2 萬 | 0.05% | +217+4.6% | 加碼 |
| JNBA Financial Advisors | 4,980 | $264.0 萬 | 0.37% | −119−2.3% | 減碼 |
| Chesapeake Wealth Management | 4,992 | $264.7 萬 | 1.16% | +326+7.0% | 加碼 |
| Prosight Management, LP | 5,000 | $265.1 萬 | 1.48% | +5,000 | 新進 |
| Chase Investment Counsel Corp | 5,002 | $265.1 萬 | 1.62% | −2,731−35.3% | 減碼 |
| Manchester Capital Management LLC | 5,010 | $265.6 萬 | 0.39% | +482+10.6% | 加碼 |
| Freedom Day Solutions, LLC | 5,013 | $265.7 萬 | 1.33% | −383−7.1% | 減碼 |
| Waypoint Capital Advisors, LLC | 5,013 | $265.8 萬 | 0.92% | +23+0.5% | 加碼 |
| Claraphi Advisory Network, LLC | 5,028 | $266.6 萬 | 1.06% | +2,130+73.5% | 加碼 |
| Red Cedar Investment Management, LLC | 5,029 | $266.6 萬 | 0.42% | −474−8.6% | 減碼 |
| Bell Bank | 5,036 | $267.0 萬 | 0.31% | −90−1.8% | 減碼 |
| Joel Isaacson & Co., LLC | 5,038 | $267.1 萬 | 0.21% | +183+3.8% | 加碼 |
| SkyView Investment Advisors, LLC | 5,047 | $267.6 萬 | 0.81% | −259−4.9% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,051 | $267.8 萬 | 0.12% | +5,051 | 新進 |
| Destination Wealth Management | 5,063 | $268.4 萬 | 0.11% | −287−5.4% | 減碼 |
| Marshall Wace, LLP | 5,071 | $268.9 萬 | 0.01% | −127,261−96.2% | 減碼 |
| Columbia Trust Co 01012016 | 5,077 | $269.2 萬 | 1.50% | −380−7.0% | 減碼 |
| Magnus Financial Group LLC | 5,084 | $269.5 萬 | 0.44% | +38+0.8% | 加碼 |
| Algert Global LLC | 5,088 | $269.8 萬 | 0.15% | −146−2.8% | 減碼 |
| DFPG Investments, LLC | 5,470 | $269.9 萬 | 0.44% | +4,819+740.2% | 加碼 |
| Voya Financial Advisors, Inc. | 5,100 | $270.2 萬 | 0.35% | −2,295−31.0% | 減碼 |
| Pictet Bank & Trust Ltd | 5,101 | $270.4 萬 | 3.16% | −1,585−23.7% | 減碼 |
| Tobam | 5,103 | $270.6 萬 | 0.18% | +268+5.5% | 加碼 |
| Moser Wealth Advisors, LLC | 5,105 | $270.7 萬 | 2.04% | 00.0% | 不變 |
| Spouting Rock Asset Management, LLC | 5,164 | $273.8 萬 | 2.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,167 | $273.9 萬 | 0.24% | −194−3.6% | 減碼 |
| Summit Trail Advisors, LLC | 5,181 | $274.7 萬 | 0.12% | +1,720+49.7% | 加碼 |
| Quantbot Technologies LP | 5,186 | $275.0 萬 | 0.20% | +2,496+92.8% | 加碼 |
| Mather Group, LLC. | 5,193 | $275.3 萬 | 0.05% | +59+1.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 5,200 | $275.7 萬 | 0.53% | −78−1.5% | 減碼 |
| Leeward Financial Partners, LLC | 5,205 | $276.0 萬 | 1.91% | −113−2.1% | 減碼 |
| My Legacy Advisors, LLC | 5,847 | $276.0 萬 | 1.18% | +67+1.2% | 加碼 |
| CWA Asset Management Group, LLC | 5,213 | $276.4 萬 | 0.22% | −5,741−52.4% | 減碼 |
| CenterBook Partners LP | 5,244 | $278.0 萬 | 0.46% | +2,504+91.4% | 加碼 |
| Spears Abacus Advisors LLC | 5,252 | $278.5 萬 | 0.27% | −116−2.2% | 減碼 |
| Marcum Wealth, LLC | 5,262 | $279.0 萬 | 0.37% | +94+1.8% | 加碼 |
| Modera Wealth Management, LLC | 5,277 | $279.8 萬 | 0.11% | −10.0% | 減碼 |
| Wedmont Private Capital | 5,711 | $279.9 萬 | 0.42% | +1,192+26.4% | 加碼 |
| Means Investment Co., Inc. | 5,289 | $280.4 萬 | 0.56% | +266+5.3% | 加碼 |