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 | 3,054 | $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 |
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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 14,463 | $766.8 萬 | 0.92% | −3,429−19.2% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,484 | $767.9 萬 | 3.02% | −276−1.9% | 減碼 |
| Ironvine Capital Partners, LLC | 14,491 | $768.3 萬 | 0.99% | +2,301+18.9% | 加碼 |
| Monetary Management Group Inc | 14,498 | $768.7 萬 | 2.40% | −405−2.7% | 減碼 |
| Keeler Thomas Management LLC | 14,505 | $769.0 萬 | 3.88% | −596−3.9% | 減碼 |
| Accredited Investors Inc. | 14,519 | $769.8 萬 | 0.65% | +460+3.3% | 加碼 |
| Cozad Asset Management Inc | 14,521 | $769.9 萬 | 1.08% | −486−3.2% | 減碼 |
| Trust Co of Vermont | 14,546 | $771.2 萬 | 0.57% | +610+4.4% | 加碼 |
| Toroso Investments, LLC | 14,550 | $771.4 萬 | 0.30% | −5,181−26.3% | 減碼 |
| Sawtooth Solutions, LLC | 14,576 | $772.8 萬 | 1.05% | +295+2.1% | 加碼 |
| Icon Wealth Advisors, LLC | 14,606 | $774.4 萬 | 0.89% | −132−0.9% | 減碼 |
| Spinnaker Trust | 14,614 | $774.9 萬 | 0.60% | +203+1.4% | 加碼 |
| Montag A & Associates Inc | 14,619 | $775.1 萬 | 0.52% | +966+7.1% | 加碼 |
| Liberty Capital Management, Inc. | 14,622 | $775.2 萬 | 2.69% | +22+0.2% | 加碼 |
| Anchor Investment Management, LLC | 14,650 | $776.7 萬 | 1.11% | −1,607−9.9% | 減碼 |
| Cubic Asset Management, LLC | 14,654 | $776.9 萬 | 2.22% | −804−5.2% | 減碼 |
| Alapocas Investment Partners, Inc. | 14,672 | $777.9 萬 | 7.30% | −699−4.5% | 減碼 |
| Guardian Capital Advisors LP | 15,694 | $777.9 萬 | 0.88% | +264+1.7% | 加碼 |
| NatWest Group plc | 14,692 | $778.9 萬 | 4.43% | −263−1.8% | 減碼 |
| Private Advisory Group LLC | 14,704 | $779.6 萬 | 1.70% | −60−0.4% | 減碼 |
| Executive Wealth Management, LLC | 14,751 | $782.1 萬 | 0.96% | +7,875+114.5% | 加碼 |
| Catalyst Capital Advisors LLC | 14,775 | $783.3 萬 | 0.25% | −985−6.3% | 減碼 |
| High Note Wealth, LLC | 14,799 | $784.6 萬 | 3.29% | −39−0.3% | 減碼 |
| Mattern Capital Management, LLC | 14,807 | $785.0 萬 | 1.45% | −250−1.7% | 減碼 |
| Broderick Brian C | 14,810 | $785.2 萬 | 2.33% | +429+3.0% | 加碼 |
| Eagle Capital Management, LLC | 14,853 | $787.5 萬 | 5.78% | −260−1.7% | 減碼 |
| Harbour Capital Advisors, LLC | 15,251 | $791.0 萬 | 2.66% | −661−4.2% | 減碼 |
| Mutual Advisors, LLC | 14,942 | $792.2 萬 | 0.35% | +876+6.2% | 加碼 |
| Atlantic Trust, LLC | 15,047 | $797.7 萬 | 2.66% | +229+1.5% | 加碼 |
| Wright Investors Service Inc | 15,059 | $798.4 萬 | 2.29% | −351−2.3% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 15,067 | $798.8 萬 | 5.29% | +1,478+10.9% | 加碼 |
| Rothschild Capital Partners, LLC | 15,166 | $803.6 萬 | 3.40% | +30.0% | 加碼 |
| Ameritas Advisory Services, LLC | 15,171 | $804.3 萬 | 0.37% | +6,174+68.6% | 加碼 |
| Wealthspire Advisors, LLC | 15,240 | $808.0 萬 | 0.15% | +4,740+45.1% | 加碼 |
| Ballentine Partners, LLC | 15,258 | $808.9 萬 | 0.24% | +1,624+11.9% | 加碼 |
| Busey Wealth Management | 15,259 | $809.0 萬 | 0.36% | −100−0.7% | 減碼 |
| Stokes Capital Advisors, LLC | 15,278 | $810.0 萬 | 2.79% | +278+1.9% | 加碼 |
| Lester Murray Antman dba SimplyRich | 15,308 | $811.5 萬 | 3.23% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 15,356 | $814.2 萬 | 0.25% | −22−0.1% | 減碼 |
| S&T Bank | 15,474 | $820.4 萬 | 1.51% | −453−2.8% | 減碼 |
| Empowered Funds, LLC | 15,571 | $825.5 萬 | 0.54% | +8,341+115.4% | 加碼 |
| Sigma Investment Counselors Inc | 15,573 | $825.6 萬 | 0.68% | −348−2.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 15,575 | $825.7 萬 | 0.92% | −249−1.6% | 減碼 |
| Autus Asset Management, LLC | 15,595 | $826.8 萬 | 1.49% | −411−2.6% | 減碼 |
| Ascent Wealth Partners, LLC | 15,662 | $830.4 萬 | 1.79% | −90−0.6% | 減碼 |
| Arden Trust Co | 15,868 | $841.3 萬 | 1.71% | −2,363−13.0% | 減碼 |
| Stonegate Investment Group, LLC | 15,889 | $842.4 萬 | 0.36% | +739+4.9% | 加碼 |
| Blue Edge Capital, LLC | 15,912 | $843.6 萬 | 1.92% | −161−1.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 15,943 | $845.3 萬 | 0.60% | −1,023−6.0% | 減碼 |
| Cresset Asset Management, LLC | 27,856 | $845.7 萬 | 0.11% | +2,380+9.3% | 加碼 |
| Essex Financial Services, Inc. | 15,973 | $846.8 萬 | 0.92% | −1,458−8.4% | 減碼 |
| Asset Planning Services Inc | 15,975 | $847.0 萬 | 5.36% | +25+0.2% | 加碼 |
| Weatherly Asset Management L. P. | 15,988 | $847.7 萬 | 1.16% | −437−2.7% | 減碼 |
| RNC Capital Management LLC | 15,990 | $847.8 萬 | 0.48% | −288−1.8% | 減碼 |
| Shelton Capital Management | 16,000 | $848.3 萬 | 0.89% | −2,109−11.6% | 減碼 |
| GHP Investment Advisors, Inc. | 16,009 | $848.8 萬 | 0.57% | +200+1.3% | 加碼 |
| Schechter Investment Advisors, LLC | 16,010 | $848.8 萬 | 0.77% | +239+1.5% | 加碼 |
| Primecap Management Co | 16,034 | $850.1 萬 | 0.01% | 00.0% | 不變 |
| Empire Life Investments Inc. | 16,061 | $851.5 萬 | 0.58% | −624−3.7% | 減碼 |
| Marvin & Palmer Associates Inc | 16,114 | $854.3 萬 | 4.50% | −3,436−17.6% | 減碼 |
| Meritage Portfolio Management | 16,128 | $855.1 萬 | 0.67% | −262−1.6% | 減碼 |
| First Interstate Bank | 16,175 | $857.6 萬 | 0.63% | −319−1.9% | 減碼 |
| Woodmont Investment Counsel LLC | 16,190 | $858.4 萬 | 0.97% | +36+0.2% | 加碼 |
| Fisher Asset Management, LLC | 16,206 | $859.2 萬 | 0.01% | −20,408−55.7% | 減碼 |
| Clarity Financial LLC | 16,276 | $862.9 萬 | 1.67% | +6,633+68.8% | 加碼 |
| Arjuna Capital | 16,276 | $862.9 萬 | 3.98% | +53+0.3% | 加碼 |
| Tower Bridge Advisors | 16,287 | $863.5 萬 | 0.72% | −300−1.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 16,335 | $866.0 萬 | 0.17% | +3,593+28.2% | 加碼 |
| Cyrus J. Lawrence, LLC | 16,337 | $866.1 萬 | 2.58% | −119−0.7% | 減碼 |
| L & S Advisors Inc | 16,361 | $867.4 萬 | 1.61% | −3,809−18.9% | 減碼 |
| Seeyond | 16,376 | $868.2 萬 | 0.84% | +9,886+152.3% | 加碼 |
| Andra AP-fonden | 16,400 | $869.5 萬 | 0.26% | −8,700−34.7% | 減碼 |
| Winmill & Co. Inc | 16,475 | $873.5 萬 | 3.18% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 16,568 | $878.4 萬 | 4.50% | +16,568 | 新進 |
| McKinley Carter Wealth Services, Inc. | 16,616 | $880.9 萬 | 0.75% | +44+0.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 16,677 | $884.2 萬 | 0.07% | +562+3.5% | 加碼 |
| TCTC Holdings, LLC | 16,763 | $888.7 萬 | 0.36% | +1,951+13.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 16,766 | $888.9 萬 | 0.55% | −299−1.8% | 減碼 |
| Ledyard National Bank | 16,795 | $890.4 萬 | 1.05% | −396−2.3% | 減碼 |
| Ascent Group, LLC | 16,856 | $893.7 萬 | 1.05% | +1,166+7.4% | 加碼 |
| Stolper Co | 16,890 | $895.5 萬 | 3.93% | +85+0.5% | 加碼 |
| Kesler, Norman & Wride, LLC | 16,948 | $898.5 萬 | 2.31% | −481−2.8% | 減碼 |
| Jessup Wealth Management, Inc | 16,994 | $901.0 萬 | 5.72% | +16,994 | 新進 |
| Moody National Bank Trust Division | 17,017 | $902.3 萬 | 0.79% | −587−3.3% | 減碼 |
| Ritholtz Wealth Management | 17,042 | $903.5 萬 | 0.50% | −2,778−14.0% | 減碼 |
| Conning Inc. | 17,067 | $904.9 萬 | 0.29% | −1,148−6.3% | 減碼 |
| Chronos Wealth Management, LLC | 17,103 | $906.8 萬 | 7.16% | −642−3.6% | 減碼 |
| Foundations Investment Advisors, LLC | 17,121 | $907.7 萬 | 0.36% | −1,382−7.5% | 減碼 |
| Citizens National Bank Trust Department | 17,138 | $908.6 萬 | 2.56% | −260−1.5% | 減碼 |
| Venture Visionary Partners LLC | 17,139 | $908.7 萬 | 0.66% | +2,778+19.3% | 加碼 |
| Jones Financial Companies LLLP | 17,197 | $911.8 萬 | 0.02% | +2,070+13.7% | 加碼 |
| Advisors Capital Management, LLC | 17,231 | $913.6 萬 | 0.25% | −2,032−10.5% | 減碼 |
| Telemus Capital, LLC | 18,680 | $915.3 萬 | 0.83% | +77+0.4% | 加碼 |
| Consolidated Planning Corp | 17,275 | $915.9 萬 | 2.53% | +367+2.2% | 加碼 |
| Contravisory Investment Management, Inc. | 17,297 | $917.1 萬 | 2.54% | +243+1.4% | 加碼 |
| Janney Capital Management LLC | 17,360 | $920.4 萬 | 0.66% | +12,071+228.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,376 | $921.2 萬 | 0.10% | −746−4.1% | 減碼 |
| Schnieders Capital Management LLC | 17,429 | $924.1 萬 | 2.12% | −578−3.2% | 減碼 |
| Triasima Portfolio Management inc. | 17,458 | $925.6 萬 | 0.71% | −2,315−11.7% | 減碼 |
| Innovis Asset Management LLC | 17,513 | $928.5 萬 | 4.19% | +17,513 | 新進 |