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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 2,077 | $98.2 萬 | 0.12% | −1,851−47.1% | 減碼 |
| CNB Bank | 2,080 | $98.3 萬 | 0.60% | +225+12.1% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 2,082 | $98.4 萬 | 0.46% | −35−1.7% | 減碼 |
| SkyOak Wealth, LLC | 2,087 | $98.6 萬 | 0.30% | +1,309+168.3% | 加碼 |
| Taylor Hoffman Wealth Management | 2,100 | $99.2 萬 | 0.54% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,100 | $99.3 萬 | 0.14% | +39+1.9% | 加碼 |
| Mendel Money Management | 2,101 | $99.3 萬 | 0.53% | +778+58.8% | 加碼 |
| Lederer & Associates Investment Counsel | 2,103 | $99.4 萬 | 0.77% | +40+1.9% | 加碼 |
| McDaniel Terry & Co | 2,104 | $99.4 萬 | 0.11% | +43+2.1% | 加碼 |
| Channel Wealth LLC | 2,105 | $99.5 萬 | 0.64% | +2,105 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 2,108 | $99.6 萬 | 0.55% | +80+3.9% | 加碼 |
| Archer Investment Corp | 2,139 | $100.3 萬 | 0.37% | +224+11.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,132 | $100.8 萬 | 0.37% | +19+0.9% | 加碼 |
| Clarity Financial LLC | 2,141 | $101.2 萬 | 3.74% | −14,135−86.8% | 減碼 |
| Arvest Trust Co N A | 2,152 | $101.7 萬 | 0.06% | +138+6.9% | 加碼 |
| Hoey Investments, Inc | 2,152 | $101.7 萬 | 0.40% | −364−14.5% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,153 | $101.7 萬 | 0.00% | −453−17.4% | 減碼 |
| Financial Insights, Inc. | 2,154 | $101.8 萬 | 0.41% | +410+23.5% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 2,156 | $101.9 萬 | 0.07% | −10−0.5% | 減碼 |
| Wealth Management Associates, Inc. | 2,158 | $102.0 萬 | 0.63% | +16+0.7% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,161 | $102.1 萬 | 0.18% | +17+0.8% | 加碼 |
| Briggs Advisory Group, Inc. | 2,165 | $102.3 萬 | 0.61% | +5+0.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,167 | $102.4 萬 | 0.09% | −1,620−42.8% | 減碼 |
| PBMares Wealth Management LLC | 2,167 | $102.4 萬 | 0.38% | 00.0% | 不變 |
| Fiduciary Planning LLC | 2,172 | $102.6 萬 | 0.49% | +5+0.2% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,177 | $102.9 萬 | 1.19% | −21−1.0% | 減碼 |
| Epiq Partners, LLC | 2,178 | $102.9 萬 | 0.71% | 00.0% | 不變 |
| Versor Investments LP | 2,180 | $103.0 萬 | 0.14% | +2,180 | 新進 |
| Montecito Bank & Trust | 2,181 | $103.1 萬 | 0.25% | +158+7.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 2,187 | $103.4 萬 | 0.14% | −59−2.6% | 減碼 |
| Armstrong Advisory Group, Inc | 2,188 | $103.4 萬 | 0.12% | −14−0.6% | 減碼 |
| Forte Capital LLC | 2,189 | $103.5 萬 | 0.16% | +27+1.2% | 加碼 |
| One Wealth Advisors, LLC | 2,193 | $103.6 萬 | 0.24% | +390+21.6% | 加碼 |
| Quantum Private Wealth, LLC | 2,200 | $104.0 萬 | 0.56% | −48−2.1% | 減碼 |
| Bluesphere Advisors, LLC | 2,211 | $104.5 萬 | 0.87% | +110+5.2% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,213 | $104.6 萬 | 0.50% | +20+0.9% | 加碼 |
| Saturna Capital CORP | 2,219 | $104.9 萬 | 0.02% | +429+24.0% | 加碼 |
| Park National Corp | 2,222 | $105.0 萬 | 0.05% | −50−2.2% | 減碼 |
| Colonial River Wealth Management, LLC | 2,225 | $105.2 萬 | 0.62% | −190−7.9% | 減碼 |
| Copperleaf Capital, LLC | 2,226 | $105.2 萬 | 1.05% | +23+1.0% | 加碼 |
| Prentice Wealth Management LLC | 2,229 | $105.3 萬 | 0.50% | −10.0% | 減碼 |
| Edge Capital Group, LLC | 2,230 | $105.4 萬 | 0.06% | −565−20.2% | 減碼 |
| Centerpoint Advisors, LLC | 2,245 | $106.1 萬 | 0.46% | −267−10.6% | 減碼 |
| Ropes Wealth Advisors LLC | 2,278 | $107.7 萬 | 0.19% | −154−6.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 2,285 | $108.0 萬 | 0.84% | −45−1.9% | 減碼 |
| MCF Advisors LLC | 2,288 | $108.1 萬 | 0.10% | +184+8.7% | 加碼 |
| Glassman Wealth Services | 2,289 | $108.2 萬 | 0.19% | −2,279−49.9% | 減碼 |
| Allred Capital Management, LLC | 2,291 | $108.3 萬 | 0.57% | +110+5.0% | 加碼 |
| Nicolet Bankshares Inc | 2,303 | $108.8 萬 | 0.35% | −46−2.0% | 減碼 |
| First Commonwealth Financial Corp | 2,304 | $108.9 萬 | 0.39% | −27−1.2% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 2,305 | $108.9 萬 | 0.62% | −9−0.4% | 減碼 |
| Uncommon Cents Investing LLC | 2,310 | $109.2 萬 | 0.40% | −30−1.3% | 減碼 |
| Secure Asset Management, LLC | 2,318 | $109.5 萬 | 0.37% | +146+6.7% | 加碼 |
| Asset Advisors Investment Management, LLC | 2,325 | $109.9 萬 | 0.14% | 00.0% | 不變 |
| North Ridge Wealth Advisors, Inc. | 2,330 | $110.1 萬 | 1.10% | +2,330 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 1,915 | $110.4 萬 | 1.24% | −1,251−39.5% | 減碼 |
| Cladis Investment Advisory, LLC | 2,336 | $110.4 萬 | 0.99% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 2,215 | $110.5 萬 | 0.55% | −252−10.2% | 減碼 |
| Fortis Capital Management LLC | 2,340 | $110.6 萬 | 0.45% | +85+3.8% | 加碼 |
| RKL Wealth Management LLC | 2,346 | $110.9 萬 | 0.14% | −90−3.7% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 2,343 | $110.9 萬 | 0.09% | +2,343 | 新進 |
| Essex Savings Bank | 2,348 | $111.0 萬 | 0.39% | −26−1.1% | 減碼 |
| Cornerstone Wealth Advisors, Inc. | 2,348 | $111.0 萬 | 0.40% | −6−0.3% | 減碼 |
| FLC Capital Advisors | 2,349 | $111.0 萬 | 0.34% | 00.0% | 不變 |
| Mark Stevens | 2,352 | $111.2 萬 | 0.14% | +759+47.6% | 加碼 |
| Ignite Planners, LLC | 2,159 | $111.2 萬 | 0.46% | −44−2.0% | 減碼 |
| Missouri Trust & Investment Co | 2,353 | $111.2 萬 | 0.72% | −88−3.6% | 減碼 |
| North Star Asset Management Inc | 2,353 | $111.2 萬 | 0.07% | −25−1.1% | 減碼 |
| Investment Partners, Ltd. | 2,354 | $111.2 萬 | 0.58% | +4+0.2% | 加碼 |
| LVW Advisors, LLC | 2,368 | $111.9 萬 | 0.22% | −63−2.6% | 減碼 |
| KC Investment Advisors, LLC | 2,378 | $112.4 萬 | 1.05% | −284−10.7% | 減碼 |
| Paulson Wealth Management Inc. | 2,382 | $112.6 萬 | 0.50% | +45+1.9% | 加碼 |
| SC&H Financial Advisors, Inc. | 2,389 | $112.9 萬 | 0.41% | +32+1.4% | 加碼 |
| Peak Asset Management, LLC | 2,394 | $113.1 萬 | 0.28% | +83+3.6% | 加碼 |
| ERn Financial, LLC | 2,395 | $113.2 萬 | 0.25% | +33+1.4% | 加碼 |
| Alta Advisers Ltd | 2,400 | $113.4 萬 | 0.68% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 2,401 | $113.5 萬 | 0.34% | −191−7.4% | 減碼 |
| Aaron Wealth Advisors | 2,402 | $113.5 萬 | 0.16% | +295+14.0% | 加碼 |
| Westside Investment Management, Inc. | 2,403 | $113.6 萬 | 0.33% | −141−5.5% | 減碼 |
| Sargent Investment Group, LLC | 2,304 | $113.9 萬 | 0.30% | +61+2.7% | 加碼 |
| Riverwater Partners LLC | 2,410 | $113.9 萬 | 1.05% | +289+13.6% | 加碼 |
| Professional Financial Advisors, LLC | 2,238 | $114.1 萬 | 0.67% | +299+15.4% | 加碼 |
| Weinberger Asset Management, Inc | 2,417 | $114.2 萬 | 0.66% | +4+0.2% | 加碼 |
| Baldwin Investment Management, LLC | 2,420 | $114.4 萬 | 0.20% | −107−4.2% | 減碼 |
| KRS Capital Management, LLC | 2,427 | $114.7 萬 | 1.29% | +247+11.3% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 2,431 | $114.9 萬 | 2.01% | −25−1.0% | 減碼 |
| Wealth Management Partners, LLC | 2,443 | $115.4 萬 | 0.81% | +443+22.2% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,443 | $115.5 萬 | 0.21% | −123−4.8% | 減碼 |
| Lake Street Financial LLC | 2,448 | $115.7 萬 | 0.22% | −706−22.4% | 減碼 |
| Spirit of America Management Corp | 2,450 | $115.8 萬 | 0.26% | −75−3.0% | 減碼 |
| Verition Fund Management LLC | 2,456 | $116.1 萬 | 0.02% | −1,403−36.4% | 減碼 |
| Summit Wealth Partners, LLC | 2,459 | $116.2 萬 | 0.30% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 2,460 | $116.3 萬 | 0.09% | 00.0% | 不變 |
| Townsend Asset Management Corp | 2,461 | $116.3 萬 | 0.60% | −6−0.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 2,465 | $116.5 萬 | 0.44% | +72+3.0% | 加碼 |
| Heartland Bank & Trust Co | 2,465 | $116.5 萬 | 0.88% | −3,585−59.3% | 減碼 |
| Prudent Man Advisors, LLC | 2,479 | $117.2 萬 | 0.46% | −12−0.5% | 減碼 |
| CFM Wealth Partners LLC | 2,480 | $117.2 萬 | 0.32% | +71+2.9% | 加碼 |
| Camden Capital, LLC | 2,481 | $117.2 萬 | 0.17% | +65+2.7% | 加碼 |
| Vista Finance, LLC | 2,488 | $117.6 萬 | 1.67% | +784+46.0% | 加碼 |