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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 3,356 | $158.6 萬 | 0.43% | +495+17.3% | 加碼 |
| Northern Financial Advisors Inc | 3,361 | $158.8 萬 | 1.50% | −49−1.4% | 減碼 |
| Doliver Advisors, LP | 3,371 | $159.3 萬 | 0.50% | −442−11.6% | 減碼 |
| Defined Wealth Management, LLC | 3,374 | $159.5 萬 | 1.49% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,392 | $159.5 萬 | 0.42% | −119−3.4% | 減碼 |
| Vista Investment Management | 3,377 | $159.6 萬 | 0.84% | −6−0.2% | 減碼 |
| Domani Wealth, LLC | 3,382 | $159.8 萬 | 0.37% | +11+0.3% | 加碼 |
| Evermay Wealth Management LLC | 3,382 | $159.8 萬 | 0.32% | +41+1.2% | 加碼 |
| Allstate Corp | 3,388 | $160.1 萬 | 0.12% | −41,326−92.4% | 減碼 |
| ICA Group Wealth Management, LLC | 3,396 | $160.5 萬 | 0.38% | +362+11.9% | 加碼 |
| Herold Advisors, Inc. | 3,398 | $160.6 萬 | 0.56% | +127+3.9% | 加碼 |
| Corundum Group, Inc. | 3,399 | $160.6 萬 | 0.76% | −340−9.1% | 減碼 |
| Legacy Private Trust Co. | 3,400 | $160.7 萬 | 0.14% | −785−18.8% | 減碼 |
| Kistler-Tiffany Companies, LLC | 3,400 | $160.7 萬 | 0.31% | −29−0.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,423 | $161.8 萬 | 0.02% | 00.0% | 不變 |
| Pettee Investors, Inc. | 3,434 | $162.3 萬 | 0.78% | −22−0.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,438 | $162.5 萬 | 0.44% | +3,438 | 新進 |
| Oakworth Capital, Inc. | 3,446 | $162.9 萬 | 0.15% | 00.0% | 不變 |
| IMS Capital Management | 3,454 | $163.2 萬 | 0.97% | +147+4.4% | 加碼 |
| Boston Family Office LLC | 3,461 | $163.6 萬 | 0.13% | +199+6.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,466 | $163.8 萬 | 0.79% | −165−4.5% | 減碼 |
| Privium Fund Management (UK) Ltd | 3,500 | $164.5 萬 | 1.30% | +3,500 | 新進 |
| Washburn Capital Management, Inc. | 3,485 | $164.7 萬 | 1.42% | −550−13.6% | 減碼 |
| Altfest L J & Co Inc | 3,487 | $164.8 萬 | 0.26% | +1,627+87.5% | 加碼 |
| Parisi Gray Wealth Management | 3,490 | $164.9 萬 | 1.03% | −2,950−45.8% | 減碼 |
| One Capital Management, LLC | 3,491 | $165.0 萬 | 0.08% | +1,351+63.1% | 加碼 |
| Laraway Financial Inc | 3,495 | $165.2 萬 | 1.67% | −148−4.1% | 減碼 |
| Key Financial Inc | 3,496 | $165.2 萬 | 0.60% | +200+6.1% | 加碼 |
| Parsons Capital Management Inc | 3,499 | $165.4 萬 | 0.13% | +672+23.8% | 加碼 |
| Scott Investment Partners LLP | 3,500 | $165.4 萬 | 3.81% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 3,514 | $166.1 萬 | 0.98% | +126+3.7% | 加碼 |
| Keudell/Morrison Wealth Management | 3,518 | $166.3 萬 | 0.49% | −19−0.5% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 3,525 | $166.6 萬 | 0.25% | +3,525 | 新進 |
| AXS Investments LLC | 3,526 | $166.6 萬 | 0.55% | −356−9.2% | 減碼 |
| Aries Wealth Management | 3,533 | $167.0 萬 | 0.68% | +47+1.3% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 3,540 | $167.3 萬 | 0.60% | −7−0.2% | 減碼 |
| Leisure Capital Management | 3,542 | $167.4 萬 | 0.96% | +32+0.9% | 加碼 |
| Nilsine Partners, LLC | 3,544 | $167.5 萬 | 0.26% | +3,544 | 新進 |
| Quent Capital, LLC | 3,547 | $167.6 萬 | 0.29% | +4+0.1% | 加碼 |
| Horan Securities, Inc. | 3,549 | $167.7 萬 | 0.86% | −9−0.3% | 減碼 |
| Goepper Burkhardt LLC | 3,552 | $167.9 萬 | 1.10% | −27−0.8% | 減碼 |
| Paralel Advisors LLC | 3,558 | $168.1 萬 | 0.09% | +94+2.7% | 加碼 |
| Independent Investors Inc | 3,560 | $168.2 萬 | 0.42% | 00.0% | 不變 |
| Ashburton (Jersey) Ltd | 3,567 | $168.6 萬 | 0.80% | +1,273+55.5% | 加碼 |
| Mission Creek Capital Partners, Inc. | 3,571 | $168.8 萬 | 0.57% | −242−6.3% | 減碼 |
| KLCM Advisors, Inc. | 3,582 | $169.3 萬 | 0.34% | +227+6.8% | 加碼 |
| Eqis Capital Management, Inc. | 3,605 | $170.4 萬 | 0.19% | +520+16.9% | 加碼 |
| JT Stratford LLC | 3,606 | $170.4 萬 | 0.49% | −1,060−22.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 3,618 | $171.0 萬 | 0.65% | −746−17.1% | 減碼 |
| XR Securities LLC | 3,635 | $171.8 萬 | 2.43% | +3,635 | 新進 |
| Ifrah Financial Services, Inc. | 3,640 | $172.0 萬 | 0.55% | −217−5.6% | 減碼 |
| FSM Wealth Advisors, LLC | 3,646 | $172.3 萬 | 1.00% | −119−3.2% | 減碼 |
| MRP Capital Investments, LLC | 3,654 | $172.7 萬 | 1.89% | −411−10.1% | 減碼 |
| FOCUS Wealth Advisors, LLC | 3,660 | $173.0 萬 | 1.14% | −45−1.2% | 減碼 |
| 9258 Wealth Management, LLC | 3,662 | $173.1 萬 | 0.35% | −142−3.7% | 減碼 |
| Redwood Investment Management, LLC | 3,663 | $173.1 萬 | 0.19% | +1,455+65.9% | 加碼 |
| Fiduciary Group LLC | 3,665 | $173.2 萬 | 0.23% | +71+2.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 3,667 | $173.3 萬 | 0.26% | +10.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,691 | $174.4 萬 | 0.23% | +85+2.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,698 | $174.8 萬 | 0.21% | −133−3.5% | 減碼 |
| Naviter Wealth, LLC | 3,719 | $175.8 萬 | 0.61% | +650+21.2% | 加碼 |
| Gryphon Financial Partners LLC | 3,727 | $176.1 萬 | 0.41% | −21−0.6% | 減碼 |
| Strategic Investment Advisors | 3,743 | $176.9 萬 | 0.32% | +207+5.9% | 加碼 |
| Ahl Investment Management, Inc. | 3,745 | $177.0 萬 | 1.63% | +3,745 | 新進 |
| Sierra Capital LLC | 3,753 | $177.4 萬 | 0.29% | +6+0.2% | 加碼 |
| Romano Brothers and Company | 3,767 | $178.0 萬 | 0.27% | +83+2.3% | 加碼 |
| First Financial Bank - Trust Division | 3,775 | $178.4 萬 | 0.19% | +116+3.2% | 加碼 |
| CFO4Life Group, LLC | 3,777 | $178.5 萬 | 0.41% | +104+2.8% | 加碼 |
| Alta Wealth Advisors LLC | 3,783 | $178.8 萬 | 1.13% | +391+11.5% | 加碼 |
| IFG Advisory, LLC | 3,798 | $179.5 萬 | 0.17% | −197−4.9% | 減碼 |
| Hartford Financial Management Inc. | 3,805 | $179.8 萬 | 0.46% | −2−0.1% | 減碼 |
| MONECO Advisors, LLC | 3,820 | $180.5 萬 | 0.53% | +2,531+196.4% | 加碼 |
| HMS Capital Management, LLC | 3,824 | $180.7 萬 | 1.14% | −437−10.3% | 減碼 |
| TKG Advisors, LLC | 3,828 | $180.9 萬 | 1.13% | −1,009−20.9% | 減碼 |
| Morris Retirement Advisors, LLC | 3,831 | $181.0 萬 | 1.31% | −63−1.6% | 減碼 |
| Highview Capital Management LLC | 3,841 | $181.5 萬 | 1.05% | −305−7.4% | 減碼 |
| Atomi Financial Group, Inc. | 3,845 | $181.7 萬 | 1.02% | +3,845 | 新進 |
| Legacy Financial Advisors, Inc. | 3,857 | $182.3 萬 | 0.37% | −347−8.3% | 減碼 |
| Groesbeck Investment Management Corp | 3,860 | $182.4 萬 | 2.73% | −200−4.9% | 減碼 |
| International Assets Investment Management, LLC | 3,865 | $182.6 萬 | 0.26% | −279,467−98.6% | 減碼 |
| Hudson Canyon Capital Management | 3,870 | $182.9 萬 | 1.53% | −22−0.6% | 減碼 |
| Kozak & Associates, Inc. | 3,882 | $183.5 萬 | 0.82% | −527−12.0% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,471 | $184.0 萬 | 0.45% | 00.0% | 不變 |
| Smith, Moore & Co. | 3,895 | $184.1 萬 | 0.25% | −882−18.5% | 減碼 |
| Ami Investment Management Inc | 3,898 | $184.2 萬 | 0.86% | −344−8.1% | 減碼 |
| BDO Wealth Advisors, LLC | 3,900 | $184.3 萬 | 0.23% | −20−0.5% | 減碼 |
| Rede Wealth, LLC | 3,915 | $185.0 萬 | 0.96% | −3−0.1% | 減碼 |
| First Nebraska Trust Co | 3,925 | $185.5 萬 | 0.23% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 3,927 | $185.6 萬 | 0.14% | −70−1.8% | 減碼 |
| First Business Financial Services, Inc. | 3,931 | $185.8 萬 | 0.23% | +81+2.1% | 加碼 |
| Amica Retiree Medical Trust | 3,948 | $186.6 萬 | 1.98% | +531+15.5% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $189.0 萬 | 1.22% | −3,000−42.9% | 減碼 |
| Waycross Partners, LLC | 4,000 | $189.0 萬 | 0.55% | 00.0% | 不變 |
| Viking Fund Management LLC | 4,000 | $189.0 萬 | 0.36% | 00.0% | 不變 |
| Harbert Fund Advisors, Inc. | 4,000 | $189.0 萬 | 1.35% | +1,500+60.0% | 加碼 |
| Northcape Wealth Management, LLC | 4,001 | $189.1 萬 | 0.68% | +438+12.3% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,034 | $190.6 萬 | 1.11% | −356−8.1% | 減碼 |
| Advisor OS, LLC | 4,046 | $191.2 萬 | 0.46% | +32+0.8% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 4,060 | $191.9 萬 | 1.47% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,062 | $192.0 萬 | 0.08% | +293+7.8% | 加碼 |