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。
2023 年第 1 季 13F 持有人
UnitedHealth Group Inc 在 2023/3/31 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
- 3,114
- 較 2022 年第 4 季 +26 家
- 持有股數
- 8.79 億
- 較 2022 年第 4 季 +6,025 萬 (+7.4%)
- 總市值
- $3,836 億
- 較 2022 年第 4 季 −$498.8 億 (−11.5%)
- 新進機構
- 169
- 另有 1,395 家加碼
- 清倉機構
- 143
- 另有 1,242 家減碼
另有 71 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 1,742 | $82.3 萬 | 0.26% | −5−0.3% | 減碼 |
| Resonant Capital Advisors, LLC | 1,745 | $82.5 萬 | 0.09% | +94+5.7% | 加碼 |
| WealthTrust Axiom LLC | 1,756 | $83.0 萬 | 0.28% | +81+4.8% | 加碼 |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $83.2 萬 | 0.80% | 00.0% | 不變 |
| Resolute Wealth Strategies, LLC | 1,765 | $83.5 萬 | 0.71% | +1,765 | 新進 |
| Golden State Equity Partners | 1,768 | $83.6 萬 | 0.45% | +1,768 | 新進 |
| Buckingham Strategic Partners | 1,777 | $84.0 萬 | 0.05% | −1,149−39.3% | 減碼 |
| Cannell Peter B & Co Inc | 1,780 | $84.1 萬 | 0.03% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,781 | $84.2 萬 | 0.11% | +28+1.6% | 加碼 |
| Global Assets Advisory, LLC | 1,671 | $84.3 萬 | 0.86% | −51−3.0% | 減碼 |
| Concord Asset Management, LLC | 1,785 | $84.4 萬 | 0.35% | +1,785 | 新進 |
| Northwest Bancshares, Inc. | 1,786 | $84.4 萬 | 0.16% | −12−0.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 1,788 | $84.5 萬 | 0.66% | +127+7.6% | 加碼 |
| Aspen Wealth Strategies, LLC | 1,791 | $84.6 萬 | 0.66% | −2−0.1% | 減碼 |
| Ssi Investment Management LLC | 1,792 | $84.7 萬 | 0.06% | −421−19.0% | 減碼 |
| Argent Advisors, Inc. | 1,792 | $84.7 萬 | 0.40% | +14+0.8% | 加碼 |
| Sonoma Private Wealth LLC | 1,795 | $84.8 萬 | 1.69% | −6−0.3% | 減碼 |
| DAGCO, Inc. | 1,796 | $84.9 萬 | 0.46% | −44−2.4% | 減碼 |
| Prosperity Financial Group, Inc. | 1,799 | $85.0 萬 | 0.86% | +6+0.3% | 加碼 |
| BSW Wealth Partners | 1,803 | $85.2 萬 | 0.17% | −3−0.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,808 | $85.4 萬 | 0.21% | +60+3.4% | 加碼 |
| West Paces Advisors Inc. | 1,808 | $85.4 萬 | 0.27% | −4−0.2% | 減碼 |
| First Pacific Financial | 1,809 | $85.5 萬 | 0.40% | −9−0.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 1,810 | $85.5 萬 | 0.08% | +2+0.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 1,812 | $85.6 萬 | 0.18% | +4+0.2% | 加碼 |
| Soundwatch Capital LLC | 1,813 | $85.7 萬 | 0.20% | +1,686+1,327.6% | 加碼 |
| DGS Capital Management, LLC | 1,814 | $85.7 萬 | 0.48% | −161−8.2% | 減碼 |
| Eisler Capital (US) LLC | 1,817 | $85.9 萬 | 0.43% | +1,817 | 新進 |
| Oak Harbor Wealth Partners, LLC | 1,817 | $85.9 萬 | 0.31% | +231+14.6% | 加碼 |
| Paladin Advisory Group, LLC | 1,821 | $86.1 萬 | 0.72% | +1,821 | 新進 |
| Franklin Street Advisors Inc | 1,824 | $86.2 萬 | 0.08% | −307−14.4% | 減碼 |
| Virtus ETF Advisers LLC | 1,827 | $86.3 萬 | 0.47% | +382+26.4% | 加碼 |
| Simon Quick Advisors, LLC | 1,833 | $86.6 萬 | 0.09% | +582+46.5% | 加碼 |
| Buffington Mohr McNeal | 1,834 | $86.7 萬 | 0.20% | +17+0.9% | 加碼 |
| MBM Wealth Consultants, LLC | 1,717 | $86.9 萬 | 0.37% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 1,839 | $86.9 萬 | 0.10% | −7,780−80.9% | 減碼 |
| KG&L Capital Management,LLC | 1,855 | $87.7 萬 | 0.46% | +961+107.5% | 加碼 |
| Western Financial Corp | 1,855 | $87.7 萬 | 0.62% | −518−21.8% | 減碼 |
| SMART Wealth LLC | 1,862 | $88.0 萬 | 0.78% | −86−4.4% | 減碼 |
| Detalus Advisors, LLC | 1,865 | $88.1 萬 | 0.42% | −10−0.5% | 減碼 |
| Colton Groome Financial Advisors, LLC | 1,868 | $88.3 萬 | 0.42% | +794+73.9% | 加碼 |
| Campion Asset Management LLC | 1,870 | $88.4 萬 | 0.83% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 1,872 | $88.5 萬 | 0.15% | −493−20.8% | 減碼 |
| Bowman & Co S.C. | 1,885 | $89.1 萬 | 0.65% | +94+5.2% | 加碼 |
| GW Henssler & Associates Ltd | 1,887 | $89.2 萬 | 0.06% | +133+7.6% | 加碼 |
| Avalon Trust Co | 1,888 | $89.2 萬 | 0.09% | +1,888 | 新進 |
| Cardiff Park Advisors, LLC | 1,889 | $89.3 萬 | 0.12% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 1,892 | $89.4 萬 | 1.04% | −10−0.5% | 減碼 |
| Gould Asset Management LLC | 1,893 | $89.5 萬 | 0.25% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,893 | $89.5 萬 | 0.66% | +26+1.4% | 加碼 |
| Profit Investment Management, LLC | 1,896 | $89.6 萬 | 0.59% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 1,831 | $89.8 萬 | 0.32% | −194−9.6% | 減碼 |
| IVC Wealth Advisors LLC | 1,904 | $90.0 萬 | 0.64% | −2,870−60.1% | 減碼 |
| Sustainable Insight Capital Management, LLC | 1,905 | $90.0 萬 | 0.90% | +91+5.0% | 加碼 |
| Saxon Interests, Inc. | 1,905 | $90.0 萬 | 0.51% | +66+3.6% | 加碼 |
| Alpha Family Trust | 1,915 | $90.5 萬 | 0.72% | +180+10.4% | 加碼 |
| Abacus Planning Group, Inc. | 1,917 | $90.6 萬 | 0.23% | +57+3.1% | 加碼 |
| Virginia Wealth Management Group, Inc. | 1,918 | $90.6 萬 | 0.62% | +1+0.1% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 1,933 | $91.0 萬 | 0.87% | +137+7.6% | 加碼 |
| Stelac Advisory Services LLC | 1,926 | $91.0 萬 | 0.40% | −12−0.6% | 減碼 |
| Islay Capital Management, LLC | 1,926 | $91.0 萬 | 0.89% | +553+40.3% | 加碼 |
| Asset Management Corp | 1,929 | $91.2 萬 | 0.71% | +395+25.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,930 | $91.2 萬 | 0.22% | +129+7.2% | 加碼 |
| ASB Consultores, LLC | 1,937 | $91.5 萬 | 0.37% | −594−23.5% | 減碼 |
| Tandem Investment Advisors, Inc. | 1,939 | $91.6 萬 | 0.04% | +404+26.3% | 加碼 |
| My Personal CFO, LLC | 1,942 | $91.8 萬 | 0.78% | +1,941+194,100.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,947 | $92.0 萬 | 0.28% | −284−12.7% | 減碼 |
| OneAscent Financial Services LLC | 1,952 | $92.2 萬 | 0.37% | −114−5.5% | 減碼 |
| E Fund Management Co., Ltd. | 1,950 | $92.2 萬 | 0.07% | −58−2.9% | 減碼 |
| Convergence Investment Partners, LLC | 1,954 | $92.3 萬 | 0.54% | −413−17.4% | 減碼 |
| Joseph Group Capital Management | 1,956 | $92.4 萬 | 0.81% | +259+15.3% | 加碼 |
| FRG Family Wealth Advisors LLC | 1,960 | $92.6 萬 | 0.21% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 1,961 | $92.7 萬 | 0.43% | +71+3.8% | 加碼 |
| Texas Yale Capital Corp. | 1,965 | $92.9 萬 | 0.05% | −955−32.7% | 減碼 |
| 1776 Wealth LLC | 1,967 | $93.0 萬 | 0.56% | +13+0.7% | 加碼 |
| Berkeley Capital Partners, LLC | 1,968 | $93.0 萬 | 0.34% | +34+1.8% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,974 | $93.3 萬 | 0.62% | 00.0% | 不變 |
| Presidio Capital Management, LLC | 1,977 | $93.4 萬 | 0.81% | −160−7.5% | 減碼 |
| American Money Management, LLC | 1,986 | $93.8 萬 | 0.25% | −70−3.4% | 減碼 |
| Disciplined Equity Management, Inc. | 1,990 | $94.0 萬 | 0.80% | +52+2.7% | 加碼 |
| Copperwynd Financial, LLC | 1,991 | $94.1 萬 | 0.48% | +37+1.9% | 加碼 |
| JSF Financial, LLC | 1,997 | $94.4 萬 | 0.35% | +165+9.0% | 加碼 |
| STAR Financial Bank | 1,998 | $94.4 萬 | 0.92% | 00.0% | 不變 |
| Carmignac Gestion | 2,000 | $94.5 萬 | 0.02% | 00.0% | 不變 |
| Lokken Investment Group LLC | 2,006 | $94.8 萬 | 0.72% | +32+1.6% | 加碼 |
| Five Oceans Advisors | 2,016 | $95.3 萬 | 0.62% | −636−24.0% | 減碼 |
| Sovereign Financial Group, Inc. | 2,022 | $95.5 萬 | 0.35% | +79+4.1% | 加碼 |
| McLean Asset Management Corp | 2,022 | $95.6 萬 | 0.39% | −120−5.6% | 減碼 |
| Eagle Strategies LLC | 2,023 | $95.6 萬 | 0.24% | +1,538+317.1% | 加碼 |
| CVA Family Office, LLC | 2,024 | $95.7 萬 | 0.21% | +156+8.4% | 加碼 |
| Atlas Brown,Inc. | 2,036 | $96.2 萬 | 0.44% | 00.0% | 不變 |
| Everett Harris & Co | 2,046 | $96.7 萬 | 0.02% | +177+9.5% | 加碼 |
| First Capital Advisors Group, LLC. | 2,051 | $96.9 萬 | 0.62% | −456−18.2% | 減碼 |
| Angeles Wealth Management, LLC | 2,055 | $97.1 萬 | 0.14% | −2,573−55.6% | 減碼 |
| American State Bank (Iowa) | 2,055 | $97.1 萬 | 0.71% | −98−4.6% | 減碼 |
| Teza Capital Management LLC | 2,055 | $97.1 萬 | 0.21% | +2,055 | 新進 |
| Sompo Asset Management Co., Ltd. | 2,060 | $97.4 萬 | 0.20% | +250+13.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,071 | $97.9 萬 | 0.20% | +216+11.6% | 加碼 |
| Clean Yield Group | 2,073 | $98.0 萬 | 0.42% | −40−1.9% | 減碼 |
| Vigilare Wealth Management | 2,076 | $98.1 萬 | 0.55% | −276−11.7% | 減碼 |