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 |
|---|---|---|---|---|---|
| California First Leasing Corp | 2,489 | $117.6 萬 | 0.79% | 00.0% | 不變 |
| Court Place Advisors, LLC | 2,494 | $117.9 萬 | 0.43% | 00.0% | 不變 |
| Birinyi Associates Inc | 2,500 | $118.1 萬 | 0.49% | +1,150+85.2% | 加碼 |
| LaFleur & Godfrey LLC | 2,509 | $118.6 萬 | 0.19% | +70+2.9% | 加碼 |
| WT Wealth Management | 2,510 | $118.6 萬 | 0.51% | +54+2.2% | 加碼 |
| Opal Wealth Advisors, LLC | 2,514 | $118.8 萬 | 0.69% | +17+0.7% | 加碼 |
| Hodges Capital Management Inc. | 3,714 | $119.2 萬 | 0.10% | +339+10.0% | 加碼 |
| GoalVest Advisory LLC | 2,529 | $119.5 萬 | 0.70% | +134+5.6% | 加碼 |
| Parkside Financial Bank & Trust | 2,530 | $119.6 萬 | 0.32% | −404−13.8% | 減碼 |
| New England Research & Management, Inc. | 2,530 | $119.6 萬 | 0.70% | +1,655+189.1% | 加碼 |
| Mason & Associates Inc | 2,532 | $119.7 萬 | 0.37% | −15−0.6% | 減碼 |
| Centiva Capital, LP | 2,542 | $120.1 萬 | 0.07% | +2,408+1,797.0% | 加碼 |
| Kolinsky Wealth Management, LLC | 2,548 | $120.4 萬 | 1.28% | +48+1.9% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 2,554 | $120.7 萬 | 1.16% | +97+3.9% | 加碼 |
| Steel Peak Wealth Management LLC | 2,555 | $120.8 萬 | 0.08% | +625+32.4% | 加碼 |
| QP Wealth Management, LLC | 2,557 | $120.8 萬 | 1.98% | −1,059−29.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 2,561 | $121.0 萬 | 0.70% | +32+1.3% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,572 | $121.6 萬 | 0.14% | −55−2.1% | 減碼 |
| TLWM | 2,573 | $121.6 萬 | 0.39% | −15−0.6% | 減碼 |
| Trustmark National Bank Trust Department | 2,581 | $122.0 萬 | 0.11% | −2,242−46.5% | 減碼 |
| Apeiron RIA LLC | 2,581 | $122.2 萬 | 0.42% | +20+0.8% | 加碼 |
| Westhampton Capital, LLC | 2,587 | $122.3 萬 | 0.79% | +30+1.2% | 加碼 |
| Epic Trust Investment Advisors, LLC | 2,597 | $122.8 萬 | 1.54% | +819+46.1% | 加碼 |
| Transatlantique Private Wealth LLC | 2,598 | $122.8 萬 | 0.68% | +244+10.4% | 加碼 |
| Washington Capital Management Inc | 2,598 | $122.8 萬 | 1.09% | −80−3.0% | 減碼 |
| Financial Engines Advisors L.L.C. | 2,600 | $122.9 萬 | 0.00% | −719−21.7% | 減碼 |
| Cable Hill Partners, LLC | 2,606 | $123.2 萬 | 0.20% | −516−16.5% | 減碼 |
| KFA Private Wealth Group, LLC | 2,609 | $123.3 萬 | 0.56% | +54+2.1% | 加碼 |
| First National Bank of Hutchinson | 2,619 | $123.8 萬 | 0.98% | +970+58.8% | 加碼 |
| Meridian Financial Partners LLC | 2,458 | $124.0 萬 | 1.41% | +25+1.0% | 加碼 |
| Van Leeuwen & Company, LLC | 2,625 | $124.1 萬 | 0.83% | −683−20.6% | 減碼 |
| Riverview Trust Co | 2,629 | $124.2 萬 | 1.14% | −105−3.8% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 2,632 | $124.4 萬 | 0.11% | +68+2.7% | 加碼 |
| CIC Wealth, LLC | 2,634 | $124.5 萬 | 0.47% | +5+0.2% | 加碼 |
| Partners Capital Investment Group, LLP | 2,637 | $124.6 萬 | 0.05% | +2,637 | 新進 |
| West Michigan Advisors, LLC | 2,643 | $124.9 萬 | 0.71% | +1,397+112.1% | 加碼 |
| 626 Financial, LLC | 2,645 | $125.0 萬 | 0.83% | +56+2.2% | 加碼 |
| City State Bank | 2,645 | $125.0 萬 | 0.72% | +1,000+60.8% | 加碼 |
| Everhart Financial Group, Inc. | 2,646 | $125.0 萬 | 0.56% | −122−4.4% | 減碼 |
| Kensington Investment Counsel, LLC | 2,646 | $125.0 萬 | 0.94% | −31−1.2% | 減碼 |
| Ellis Investment Partners, LLC | 2,650 | $125.2 萬 | 0.32% | +224+9.2% | 加碼 |
| Reuter James Wealth Management, LLC | 2,651 | $125.3 萬 | 0.88% | −54−2.0% | 減碼 |
| Atlas Capital Advisors LLC | 2,656 | $125.5 萬 | 0.20% | −9−0.3% | 減碼 |
| Simplify Asset Management Inc. | 2,662 | $125.8 萬 | 0.23% | −5,335−66.7% | 減碼 |
| Wallace Advisory Group, LLC | 2,662 | $125.8 萬 | 0.96% | +830+45.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,664 | $125.9 萬 | 0.30% | +142+5.6% | 加碼 |
| Waterloo Capital, L.P. | 2,667 | $126.1 萬 | 0.39% | +2,667 | 新進 |
| Bank of Stockton | 2,670 | $126.2 萬 | 0.44% | −45−1.7% | 減碼 |
| Perennial Investment Advisors, LLC | 2,675 | $126.4 萬 | 0.24% | +370+16.1% | 加碼 |
| Live Oak Investment Partners | – | $126.5 萬 | 1.11% | – | – |
| MinichMacGregor Wealth Management, LLC | 2,678 | $126.6 萬 | 0.42% | −54−2.0% | 減碼 |
| XML Financial, LLC | 2,714 | $126.6 萬 | 0.15% | +47+1.8% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,679 | $126.6 萬 | 0.49% | −199−6.9% | 減碼 |
| Heron Financial Group, LLC | 2,683 | $126.8 萬 | 0.70% | +2,683 | 新進 |
| Endurance Wealth Management, Inc. | 2,685 | $126.9 萬 | 0.18% | 00.0% | 不變 |
| Caldwell Investment Management Ltd. | 2,690 | $127.1 萬 | 1.26% | −3,431−56.1% | 減碼 |
| CoreFirst Bank & Trust | 2,698 | $127.5 萬 | 0.93% | +110+4.3% | 加碼 |
| Codex Capital, L.L.C. | 2,700 | $127.6 萬 | 0.88% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 2,702 | $127.7 萬 | 0.34% | +150+5.9% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 2,703 | $127.7 萬 | 1.22% | −14−0.5% | 減碼 |
| Droms Strauss Advisors Inc | 2,709 | $128.0 萬 | 0.58% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 2,716 | $128.4 萬 | 0.73% | +5+0.2% | 加碼 |
| MJP Associates Inc | 2,722 | $128.7 萬 | 0.40% | +79+3.0% | 加碼 |
| MBL Wealth, LLC | 2,728 | $128.9 萬 | 0.20% | +128+4.9% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,730 | $129.0 萬 | 0.91% | −150−5.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 2,739 | $129.4 萬 | 0.70% | +3+0.1% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,741 | $129.5 萬 | 0.51% | −28−1.0% | 減碼 |
| Cim Investment Mangement Inc | 2,744 | $129.7 萬 | 0.48% | +212+8.4% | 加碼 |
| Diversified, LLC | 2,747 | $129.8 萬 | 0.46% | +62+2.3% | 加碼 |
| Signature Wealth Management Group | 2,749 | $129.9 萬 | 0.62% | −159−5.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,751 | $130.0 萬 | 0.16% | −493−15.2% | 減碼 |
| Cornerstone Advisory, LLC | 2,761 | $130.5 萬 | 0.23% | +254+10.1% | 加碼 |
| Pure Financial Advisors, Inc. | 2,761 | $130.5 萬 | 0.06% | +16+0.6% | 加碼 |
| BancorpSouth Bank | 2,765 | $130.7 萬 | 0.12% | −26−0.9% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 2,765 | $130.7 萬 | 0.31% | −25−0.9% | 減碼 |
| Garrison Point Advisors, LLC | 2,768 | $130.8 萬 | 0.98% | −44−1.6% | 減碼 |
| GraniteShares Advisors LLC | 2,775 | $131.1 萬 | 1.16% | −169−5.7% | 減碼 |
| Drive Wealth Management, LLC | 2,781 | $131.4 萬 | 0.55% | +125+4.7% | 加碼 |
| Kingfisher Capital LLC | 2,785 | $131.6 萬 | 0.35% | +4+0.1% | 加碼 |
| Pennsylvania Capital Management Inc | 2,785 | $131.6 萬 | 0.64% | +54+2.0% | 加碼 |
| StrongBox Wealth, LLC | 2,788 | $131.8 萬 | 0.88% | +759+37.4% | 加碼 |
| FirstPurpose Wealth LLC | 2,795 | $132.1 萬 | 0.65% | +60+2.2% | 加碼 |
| Absolute Capital Management, LLC | 2,807 | $132.7 萬 | 1.17% | +1,166+71.1% | 加碼 |
| Tandem Capital Management Corp | 2,816 | $133.1 萬 | 0.94% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 2,830 | $133.7 萬 | 0.22% | +610+27.5% | 加碼 |
| Sage Mountain Advisors LLC | 2,844 | $134.4 萬 | 0.22% | +1,146+67.5% | 加碼 |
| Investment Management of Virginia LLC | 2,850 | $134.7 萬 | 0.26% | −148−4.9% | 減碼 |
| L.M. Kohn & Company | 2,856 | $134.9 萬 | 0.56% | +127+4.7% | 加碼 |
| Covenant Partners, LLC | 2,859 | $135.1 萬 | 0.52% | 00.0% | 不變 |
| Ellevest, Inc. | 2,860 | $135.1 萬 | 0.10% | −544−16.0% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,869 | $135.6 萬 | 0.16% | +5+0.2% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,874 | $135.9 萬 | 0.74% | −62−2.1% | 減碼 |
| Wolf Group Capital Advisors | 2,877 | $136.0 萬 | 0.68% | −334−10.4% | 減碼 |
| E&G Advisors, LP | 2,880 | $136.1 萬 | 0.50% | −2,994−51.0% | 減碼 |
| Independence Bank of Kentucky | 2,881 | $136.2 萬 | 0.59% | +1,145+66.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,882 | $136.2 萬 | 0.46% | −235−7.5% | 減碼 |
| River & Mercantile Asset Management LLP | 2,890 | $136.5 萬 | 0.28% | −100−3.3% | 減碼 |
| Stevens Capital Management LP | 2,889 | $136.5 萬 | 0.34% | +1,480+105.0% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,894 | $136.8 萬 | 0.89% | −268−8.5% | 減碼 |
| Humankind Investments LLC | 2,895 | $136.8 萬 | 0.57% | +253+9.6% | 加碼 |