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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 2,895 | $136.8 萬 | 0.83% | −24−0.8% | 減碼 |
| Bremer Bank National Association | 2,902 | $137.1 萬 | 0.27% | −124−4.1% | 減碼 |
| Catalyst Financial Partners LLC | 2,903 | $137.2 萬 | 0.59% | +211+7.8% | 加碼 |
| Regal Investment Advisors LLC | 2,907 | $137.4 萬 | 0.12% | +202+7.5% | 加碼 |
| Insigneo Advisory Services, LLC | 2,909 | $137.5 萬 | 0.44% | +135+4.9% | 加碼 |
| Genesee Capital Advisors, LLC | 2,914 | $137.7 萬 | 0.98% | −55−1.9% | 減碼 |
| Patton Albertson Miller Group, LLC | 2,914 | $137.7 萬 | 0.25% | −10−0.3% | 減碼 |
| Crawford Investment Counsel Inc | 2,937 | $138.8 萬 | 0.03% | +480+19.5% | 加碼 |
| Adirondack Trust Co | 2,938 | $138.8 萬 | 0.70% | −16−0.5% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,942 | $139.0 萬 | 0.36% | −20−0.7% | 減碼 |
| Commons Capital, LLC | 2,946 | $139.2 萬 | 2.23% | −50−1.7% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 2,947 | $139.3 萬 | 0.53% | −127−4.1% | 減碼 |
| Main Street Financial Solutions, LLC | 2,949 | $139.5 萬 | 0.20% | +135+4.8% | 加碼 |
| Phillips Wealth Planners LLC | 2,815 | $139.5 萬 | 1.84% | −21−0.7% | 減碼 |
| Enterprise Financial Services Corp | 2,955 | $139.7 萬 | 0.91% | −126−4.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,967 | $140.2 萬 | 0.03% | 00.0% | 不變 |
| Wealth Effects LLC | 2,972 | $140.5 萬 | 0.72% | −311−9.5% | 減碼 |
| Accuvest Global Advisors | 2,973 | $140.5 萬 | 0.64% | +2,973 | 新進 |
| Scharf Investments, LLC | 2,973 | $140.5 萬 | 0.04% | +704+31.0% | 加碼 |
| Davidson Capital Management Inc. | 2,977 | $140.7 萬 | 0.85% | +229+8.3% | 加碼 |
| Zullo Investment Group, Inc. | 2,981 | $140.9 萬 | 0.88% | +10+0.3% | 加碼 |
| LVM Capital Management Ltd | 2,986 | $141.1 萬 | 0.20% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 2,995 | $141.5 萬 | 0.06% | −867−22.4% | 減碼 |
| LGT Fund Management Co Ltd. | 3,000 | $141.8 萬 | 0.60% | −15,260−83.6% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $141.8 萬 | 0.55% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,003 | $141.9 萬 | 0.17% | +732+32.2% | 加碼 |
| Gitterman Wealth Management, LLC | 3,007 | $142.1 萬 | 0.68% | +414+16.0% | 加碼 |
| Tiedemann Advisors, LLC | 3,013 | $142.4 萬 | 0.06% | +19+0.6% | 加碼 |
| WealthTrust Asset Management, LLC | 3,014 | $142.4 萬 | 1.35% | −248−7.6% | 減碼 |
| Hartford Funds Management Co LLC | 3,022 | $142.8 萬 | 0.14% | +282+10.3% | 加碼 |
| Vectors Research Management, LLC | 3,024 | $142.9 萬 | 0.37% | 00.0% | 不變 |
| HNP Capital LLC | 3,024 | $142.9 萬 | 0.40% | 00.0% | 不變 |
| Rothschild Investment Corp | 3,029 | $143.1 萬 | 0.13% | +11+0.4% | 加碼 |
| Sterling Investment Counsel, LLC | 3,030 | $143.2 萬 | 0.85% | +118+4.1% | 加碼 |
| Sand Hill Global Advisors, LLC | 3,031 | $143.2 萬 | 0.08% | 00.0% | 不變 |
| Smith, Salley & Associates | 3,041 | $143.7 萬 | 0.11% | +64+2.1% | 加碼 |
| Yarbrough Capital, LLC | 3,043 | $143.8 萬 | 0.12% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 3,046 | $144.0 萬 | 0.71% | 00.0% | 不變 |
| BCGM Wealth Management, LLC | 3,049 | $144.1 萬 | 0.73% | −150−4.7% | 減碼 |
| Geller Advisors LLC | 3,051 | $144.2 萬 | 0.21% | +488+19.0% | 加碼 |
| Brand Asset Management Group, Inc. | 3,056 | $144.4 萬 | 0.73% | −131−4.1% | 減碼 |
| Arbor Capital Management Inc | 2,806 | $144.6 萬 | 1.17% | +106+3.9% | 加碼 |
| Carolinas Wealth Consulting LLC | 3,063 | $144.8 萬 | 0.31% | +126+4.3% | 加碼 |
| Trust Co of Toledo NA | 3,077 | $145.4 萬 | 0.26% | −24−0.8% | 減碼 |
| Delta Financial Advisors LLC | 3,081 | $145.6 萬 | 0.70% | −39−1.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,101 | $145.9 萬 | 0.38% | −96−3.0% | 減碼 |
| Virtue Capital Management, LLC | 3,032 | $146.4 萬 | 0.24% | −193−6.0% | 減碼 |
| Accurate Wealth Management, LLC | 2,843 | $146.4 萬 | 0.50% | −2,282−44.5% | 減碼 |
| Institute for Wealth Management, LLC. | 3,099 | $146.5 萬 | 0.28% | −220−6.6% | 減碼 |
| GYL Financial Synergies, LLC | 3,100 | $146.5 萬 | 0.18% | +691+28.7% | 加碼 |
| Millington Financial Advisors, LLC | 3,105 | $146.7 萬 | 1.36% | −59−1.9% | 減碼 |
| Cambridge Advisors Inc. | 3,105 | $146.7 萬 | 0.38% | −25−0.8% | 減碼 |
| NEIRG Wealth Management, LLC | 3,110 | $147.0 萬 | 0.25% | +30+1.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 3,115 | $147.2 萬 | 0.01% | −6,830−68.7% | 減碼 |
| KB Financial Partners, LLC | 3,127 | $147.8 萬 | 0.43% | +169+5.7% | 加碼 |
| First County Bank | 3,134 | $148.1 萬 | 0.73% | +330+11.8% | 加碼 |
| LS Investment Advisors, LLC | 3,143 | $148.5 萬 | 0.28% | +682+27.7% | 加碼 |
| CRA Financial Services, LLC | 3,143 | $148.5 萬 | 0.44% | +2+0.1% | 加碼 |
| Mechanics Financial Corp | 3,145 | $148.6 萬 | 0.86% | 00.0% | 不變 |
| Winton Group Ltd | 3,151 | $148.9 萬 | 0.09% | −1,088−25.7% | 減碼 |
| S. R. Schill & Associates | 3,161 | $149.4 萬 | 0.69% | −407−11.4% | 減碼 |
| Chicago Partners Investment Group LLC | 3,060 | $149.6 萬 | 0.09% | +606+24.7% | 加碼 |
| Journey Strategic Wealth LLC | 3,172 | $149.9 萬 | 0.16% | −218−6.4% | 減碼 |
| Proficio Capital Partners LLC | 3,172 | $149.9 萬 | 0.24% | −125−3.8% | 減碼 |
| Altrafin AG | 3,185 | $150.5 萬 | 0.74% | +300+10.4% | 加碼 |
| Beacon Financial Group | 2,931 | $151.0 萬 | 0.21% | −708−19.5% | 減碼 |
| Alera Investment Advisors, LLC | 3,196 | $151.0 萬 | 0.35% | −238−6.9% | 減碼 |
| Geneva Partners, LLC | 3,199 | $151.2 萬 | 1.29% | −1,465−31.4% | 減碼 |
| Symmetry Investments LP | 3,200 | $151.2 萬 | 0.72% | +3,200 | 新進 |
| BBR Partners, LLC | 3,201 | $151.3 萬 | 0.17% | −42−1.3% | 減碼 |
| Centaurus Financial, Inc. | 3,202 | $151.3 萬 | 0.12% | −590−15.6% | 減碼 |
| Cedar Brook Financial Partners, LLC | 3,209 | $151.6 萬 | 0.39% | +11+0.3% | 加碼 |
| Legacy Bridge, LLC | 3,210 | $151.7 萬 | 1.06% | −100−3.0% | 減碼 |
| Investment Advisory Services Inc | 3,211 | $151.7 萬 | 0.75% | +104+3.3% | 加碼 |
| Benjamin Edwards Inc | 3,211 | $151.8 萬 | 0.37% | +157+5.1% | 加碼 |
| BigSur Wealth Management LLC | 3,219 | $152.1 萬 | 0.71% | +28+0.9% | 加碼 |
| Cito Capital Group, LLC | 3,226 | $152.5 萬 | 0.76% | +100+3.2% | 加碼 |
| Keel Point, LLC | 3,236 | $152.9 萬 | 0.22% | −134−4.0% | 減碼 |
| IAM Advisory, LLC | 3,237 | $153.0 萬 | 0.53% | −1,564−32.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,239 | $153.1 萬 | 0.21% | −13−0.4% | 減碼 |
| Jackson Hole Capital Partners, LLC | 3,239 | $153.1 萬 | 0.40% | +2,385+279.3% | 加碼 |
| Planning Center, Inc. | 2,911 | $153.2 萬 | 0.42% | −32−1.1% | 減碼 |
| Lee Financial Co | 3,246 | $153.4 萬 | 0.26% | −1,590−32.9% | 減碼 |
| Platform Technology Partners | 3,251 | $153.6 萬 | 0.76% | +21+0.7% | 加碼 |
| Prossimo Advisors, LLC | 3,264 | $154.3 萬 | 3.77% | +61+1.9% | 加碼 |
| Shaker Investments LLC | 3,269 | $154.5 萬 | 0.86% | −3,193−49.4% | 減碼 |
| Thomas White International Ltd | 3,281 | $155.1 萬 | 0.33% | +8+0.2% | 加碼 |
| Confluence Wealth Services, Inc. | 3,293 | $155.6 萬 | 0.36% | +644+24.3% | 加碼 |
| Hunter Associates Investment Management LLC | 3,296 | $155.9 萬 | 0.33% | −310−8.6% | 減碼 |
| CSU Producer Resources, Inc. | 3,300 | $156.0 萬 | 5.81% | 00.0% | 不變 |
| Foster Group, Inc. | 3,304 | $156.1 萬 | 0.10% | +268+8.8% | 加碼 |
| Intrua Financial, LLC | 3,180 | $156.2 萬 | 0.33% | +27+0.9% | 加碼 |
| Farther Finance Advisors, LLC | 3,307 | $156.3 萬 | 0.46% | +2,374+254.4% | 加碼 |
| BKD Wealth Advisors, LLC | 3,308 | $156.4 萬 | 0.05% | +150+4.7% | 加碼 |
| Whitener Capital Management, Inc. | 3,315 | $156.7 萬 | 0.65% | +147+4.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,325 | $157.2 萬 | 0.07% | −614−15.6% | 減碼 |
| Baldwin Brothers Inc | 3,344 | $158.0 萬 | 0.14% | −62−1.8% | 減碼 |
| Beach Investment Counsel Inc | 3,352 | $158.4 萬 | 0.21% | −17,018−83.5% | 減碼 |
| Nwam LLC | 3,355 | $158.6 萬 | 0.16% | −41−1.2% | 減碼 |
| M Holdings Securities, Inc. | 3,355 | $158.6 萬 | 0.16% | −1,193−26.2% | 減碼 |