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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 4,082 | $192.9 萬 | 0.11% | −117−2.8% | 減碼 |
| DRW Securities, LLC | 4,082 | $192.9 萬 | 0.28% | +4,082 | 新進 |
| Bayesian Capital Management, LP | 4,100 | $193.8 萬 | 0.24% | +4,100 | 新進 |
| Lawson Kroeker Investment Management Inc | 4,116 | $194.5 萬 | 0.44% | +4,116 | 新進 |
| S&CO Inc | 4,130 | $195.1 萬 | 0.17% | 00.0% | 不變 |
| PFG Investments, LLC | 4,132 | $195.3 萬 | 0.40% | +4,132 | 新進 |
| Menard Financial Group LLC | 4,133 | $195.3 萬 | 4.52% | −457−10.0% | 減碼 |
| ProVise Management Group, LLC | 4,137 | $195.5 萬 | 0.19% | +2,429+142.2% | 加碼 |
| Cahill Financial Advisors Inc | 4,148 | $196.0 萬 | 0.35% | +58+1.4% | 加碼 |
| Core Wealth Advisors, Inc. | 4,156 | $196.4 萬 | 0.78% | +955+29.8% | 加碼 |
| Royal Harbor Partners, LLC | 4,157 | $196.5 萬 | 1.05% | +27+0.7% | 加碼 |
| Oak Associates, Ltd | 4,169 | $197.0 萬 | 0.16% | −3,081−42.5% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 4,175 | $197.3 萬 | 1.17% | +375+9.9% | 加碼 |
| US Asset Management LLC | 4,192 | $198.1 萬 | 2.02% | −17−0.4% | 減碼 |
| Waratah Capital Advisors Ltd. | 4,199 | $198.4 萬 | 0.10% | +2,890+220.8% | 加碼 |
| Intact Investment Management Inc. | 4,200 | $198.5 萬 | 0.08% | +1,900+82.6% | 加碼 |
| Brendel Financial Advisors LLC | 4,218 | $199.3 萬 | 1.47% | −100−2.3% | 減碼 |
| Triangle Securities Wealth Management | 4,232 | $200.0 萬 | 0.72% | −175−4.0% | 減碼 |
| Optas, LLC | 4,237 | $200.2 萬 | 0.71% | +170+4.2% | 加碼 |
| Crescent Grove Advisors, LLC | 4,238 | $200.3 萬 | 0.23% | +9+0.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 4,245 | $200.6 萬 | 0.37% | −5,182−55.0% | 減碼 |
| Columbia Trust Co 01012016 | 4,250 | $200.9 萬 | 1.16% | −827−16.3% | 減碼 |
| Delaney Dennis R | 4,282 | $202.4 萬 | 1.73% | +124+3.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,284 | $202.5 萬 | 0.16% | +28+0.7% | 加碼 |
| Claro Advisors LLC | 4,285 | $202.5 萬 | 0.59% | +156+3.8% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,290 | $202.7 萬 | 0.21% | −46−1.1% | 減碼 |
| Marion Wealth Management | 4,302 | $203.3 萬 | 0.76% | +356+9.0% | 加碼 |
| RiverPark Advisors, LLC | 4,303 | $203.4 萬 | 1.36% | +1,296+43.1% | 加碼 |
| Hollencrest Capital Management | 4,309 | $203.6 萬 | 0.22% | +1,911+79.7% | 加碼 |
| PDS Planning, Inc | 4,314 | $203.9 萬 | 0.28% | +1,172+37.3% | 加碼 |
| Brasada Capital Management, LP | 4,314 | $203.9 萬 | 0.45% | +251+6.2% | 加碼 |
| Roof Eidam & Maycock | 4,327 | $204.5 萬 | 0.75% | −172−3.8% | 減碼 |
| WD Rutherford LLC | 4,330 | $204.6 萬 | 1.44% | −30−0.7% | 減碼 |
| Personal Cfo Solutions, LLC | 4,336 | $204.9 萬 | 0.42% | −43−1.0% | 減碼 |
| Callan Family Office, LLC | 4,345 | $205.3 萬 | 0.50% | +2,418+125.5% | 加碼 |
| Benchmark Investment Advisors LLC | 4,348 | $205.5 萬 | 2.11% | −218−4.8% | 減碼 |
| Accretive Wealth Partners, LLC | 4,353 | $205.7 萬 | 1.32% | +44+1.0% | 加碼 |
| Parkwood LLC | 4,363 | $206.2 萬 | 0.38% | +4,363 | 新進 |
| Frisch Financial Group, Inc. | 4,408 | $208.3 萬 | 0.81% | +37+0.8% | 加碼 |
| Schear Investment Advisers, LLC | 4,424 | $209.1 萬 | 2.50% | +82+1.9% | 加碼 |
| Aspiriant, LLC | 4,436 | $209.7 萬 | 0.11% | −103−2.3% | 減碼 |
| Oak Asset Management, LLC | 4,441 | $209.9 萬 | 0.90% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 4,442 | $209.9 萬 | 0.47% | +500+12.7% | 加碼 |
| Alaethes Wealth LLC | 4,443 | $210.0 萬 | 1.23% | +253+6.0% | 加碼 |
| WP Advisors, LLC | 4,444 | $210.0 萬 | 0.87% | +85+1.9% | 加碼 |
| Interchange Capital Partners, LLC | 4,429 | $210.1 萬 | 1.15% | +3,333+304.1% | 加碼 |
| Cordatus Wealth Management LLC | 4,451 | $210.3 萬 | 2.68% | −20.0% | 減碼 |
| Circle Wealth Management, LLC | 4,471 | $211.3 萬 | 0.31% | 00.0% | 不變 |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,162 | $211.9 萬 | 0.45% | 00.0% | 不變 |
| Krilogy Financial LLC | 4,486 | $212.0 萬 | 0.18% | +1,514+50.9% | 加碼 |
| Applied Capital LLC | 4,494 | $212.4 萬 | 2.11% | −24−0.5% | 減碼 |
| Monetta Financial Services Inc | 4,500 | $212.7 萬 | 2.27% | −1,500−25.0% | 減碼 |
| Soltis Investment Advisors LLC | 4,537 | $214.4 萬 | 0.27% | +36+0.8% | 加碼 |
| Sunbelt Securities, Inc. | 4,567 | $214.7 萬 | 0.35% | −184−3.9% | 減碼 |
| McDonald Partners LLC | 4,545 | $214.8 萬 | 0.70% | +180+4.1% | 加碼 |
| Fiduciary Alliance LLC | 4,551 | $215.1 萬 | 0.54% | −1,494−24.7% | 減碼 |
| Revolve Wealth Partners, LLC | 4,552 | $215.1 萬 | 0.55% | −111−2.4% | 減碼 |
| InterOcean Capital Group, LLC | 4,554 | $215.2 萬 | 0.07% | −44−1.0% | 減碼 |
| Warren Averett Asset Management, LLC | 4,560 | $215.5 萬 | 0.11% | +70+1.6% | 加碼 |
| Certified Advisory Corp | 4,564 | $215.7 萬 | 0.38% | −125−2.7% | 減碼 |
| Virtu Financial LLC | 4,567 | $215.8 萬 | 0.23% | +4,567 | 新進 |
| Aft, Forsyth & Sober, LLC | 4,575 | $216.2 萬 | 1.09% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 4,628 | $217.5 萬 | 0.27% | −472−9.3% | 減碼 |
| Sweet Financial Partners, LLC | 4,604 | $217.6 萬 | 0.60% | +1,651+55.9% | 加碼 |
| Oarsman Capital, Inc. | 4,614 | $218.1 萬 | 1.02% | −10.0% | 減碼 |
| Trust Investment Advisors | 4,660 | $220.2 萬 | 1.97% | +20.0% | 加碼 |
| Capital Asset Advisory Services LLC | 4,661 | $220.3 萬 | 0.16% | +330+7.6% | 加碼 |
| Mather Group, LLC. | 4,673 | $220.8 萬 | 0.04% | −520−10.0% | 減碼 |
| Continuum Advisory, LLC | 4,678 | $221.1 萬 | 0.38% | −181−3.7% | 減碼 |
| Seven Eight Capital, LP | 4,684 | $221.4 萬 | 0.46% | +1,725+58.3% | 加碼 |
| Monte Financial Group, LLC | 4,693 | $221.8 萬 | 1.17% | +3,263+228.2% | 加碼 |
| SkyView Investment Advisors, LLC | 4,697 | $222.0 萬 | 0.52% | −350−6.9% | 減碼 |
| IFP Advisors, Inc | 13,486 | $222.5 萬 | 0.11% | −6,625−32.9% | 減碼 |
| Ingalls & Snyder LLC | 4,710 | $222.6 萬 | 0.11% | −23−0.5% | 減碼 |
| Ashford Capital Management Inc | 4,715 | $222.8 萬 | 0.33% | +340+7.8% | 加碼 |
| George Kaiser Family Foundation | 4,724 | $223.3 萬 | 0.36% | +4,724 | 新進 |
| Vise Technologies, Inc. | 4,742 | $224.1 萬 | 0.59% | +492+11.6% | 加碼 |
| Harfst & Associates, Inc. | 4,746 | $224.3 萬 | 0.64% | −8−0.2% | 減碼 |
| Wedmont Private Capital | 4,364 | $224.8 萬 | 0.30% | −1,347−23.6% | 減碼 |
| Financial Perspectives, Inc | 4,767 | $225.3 萬 | 1.08% | +20.0% | 加碼 |
| KCS Wealth Advisory | 4,770 | $225.4 萬 | 0.85% | −44−0.9% | 減碼 |
| BFSG, LLC | 4,778 | $225.8 萬 | 0.42% | +157+3.4% | 加碼 |
| Cape Ann Savings Bank | 4,807 | $227.2 萬 | 1.59% | +74+1.6% | 加碼 |
| Bellwether Advisors, LLC | 4,811 | $227.4 萬 | 0.62% | +4,746+7,301.5% | 加碼 |
| StoneX Group Inc. | 4,829 | $228.2 萬 | 0.25% | +655+15.7% | 加碼 |
| Alpha DNA Investment Management LLC | 4,831 | $228.3 萬 | 1.17% | +1,818+60.3% | 加碼 |
| Ledge Wealth Management, Inc. | 4,832 | $228.4 萬 | 1.08% | +382+8.6% | 加碼 |
| Freedom Day Solutions, LLC | 4,861 | $228.5 萬 | 1.08% | −152−3.0% | 減碼 |
| Investment Management Corp of Ontario | 4,842 | $228.8 萬 | 0.10% | −1,267−20.7% | 減碼 |
| Apexium Financial, LP | 4,855 | $229.5 萬 | 0.23% | −44−0.9% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,870 | $230.2 萬 | 1.96% | −463−8.7% | 減碼 |
| Liberty One Investment Management, LLC | 4,872 | $230.2 萬 | 0.31% | +456+10.3% | 加碼 |
| IMA Wealth, Inc. | 4,873 | $230.3 萬 | 0.59% | +389+8.7% | 加碼 |
| Signet Investment Advisory Group, Inc. | 4,887 | $231.0 萬 | 1.59% | +55+1.1% | 加碼 |
| Caliber Wealth Management, LLC | 4,896 | $231.4 萬 | 1.73% | +324+7.1% | 加碼 |
| Joel Isaacson & Co., LLC | 4,900 | $231.6 萬 | 0.17% | −138−2.7% | 減碼 |
| Insight Wealth Strategies, LLC | 4,905 | $231.8 萬 | 0.45% | +43+0.9% | 加碼 |
| Bell Bank | 4,909 | $232.0 萬 | 0.25% | −127−2.5% | 減碼 |
| Cottage Street Advisors LLC | 4,911 | $232.1 萬 | 1.80% | +4,911 | 新進 |
| CWA Asset Management Group, LLC | 4,913 | $232.2 萬 | 0.17% | −300−5.8% | 減碼 |