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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 4,915 | $232.3 萬 | 0.04% | −31−0.6% | 減碼 |
| North Star Investment Management Corp. | 4,931 | $233.0 萬 | 0.19% | +1,001+25.5% | 加碼 |
| Darwin Advisors, LLC | 4,615 | $233.2 萬 | 0.63% | +407+9.7% | 加碼 |
| Harvey Investment Co LLC | 4,953 | $234.1 萬 | 0.29% | +213+4.5% | 加碼 |
| JNBA Financial Advisors | 4,963 | $234.5 萬 | 0.31% | −17−0.3% | 減碼 |
| RB Capital Management, LLC | 4,964 | $234.6 萬 | 0.77% | +298+6.4% | 加碼 |
| Waypoint Capital Advisors, LLC | 4,974 | $235.1 萬 | 0.77% | −39−0.8% | 減碼 |
| TCG Advisory Services, LLC | 4,986 | $235.6 萬 | 0.50% | +4,986 | 新進 |
| 180 Wealth Advisors, LLC | 5,010 | $236.8 萬 | 0.55% | −1,153−18.7% | 減碼 |
| Tealwood Asset Management Inc | 5,011 | $236.8 萬 | 1.21% | −918−15.5% | 減碼 |
| Country Club Bank | 5,050 | $237.4 萬 | 0.20% | +140+2.9% | 加碼 |
| Tilt Investment Management Holdings, PBC | 4,926 | $237.4 萬 | 1.76% | +632+14.7% | 加碼 |
| Marcum Wealth, LLC | 5,041 | $238.2 萬 | 0.30% | −221−4.2% | 減碼 |
| Chesapeake Wealth Management | 5,044 | $238.4 萬 | 0.99% | +52+1.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,072 | $239.7 萬 | 0.17% | +487+10.6% | 加碼 |
| Warther Private Wealth, LLC | 5,077 | $239.9 萬 | 1.83% | +218+4.5% | 加碼 |
| Cornercap Investment Counsel Inc | 5,078 | $240.0 萬 | 0.42% | +2,300+82.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,079 | $240.0 萬 | 0.58% | −262−4.9% | 減碼 |
| Destination Wealth Management | 5,085 | $240.3 萬 | 0.09% | +22+0.4% | 加碼 |
| Algert Global LLC | 5,088 | $240.5 萬 | 0.11% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 5,103 | $241.2 萬 | 0.97% | +196+4.0% | 加碼 |
| Sheets Smith Wealth Management | 5,109 | $241.5 萬 | 0.37% | −1,543−23.2% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,113 | $241.6 萬 | 0.10% | +62+1.2% | 加碼 |
| Dohj, LLC | 5,116 | $241.8 萬 | 1.22% | −365−6.7% | 減碼 |
| Kovack Advisors, Inc. | 5,120 | $242.0 萬 | 0.33% | −932−15.4% | 減碼 |
| Consolidated Capital Management, LLC | 5,143 | $243.1 萬 | 1.31% | +237+4.8% | 加碼 |
| Financial Advocates Investment Management | 5,150 | $243.4 萬 | 0.19% | −145−2.7% | 減碼 |
| Pictet Bank & Trust Ltd | 5,151 | $243.4 萬 | 1.70% | +50+1.0% | 加碼 |
| Avestar Capital, LLC | 5,151 | $243.5 萬 | 0.49% | −235−4.4% | 減碼 |
| RFG Advisory, LLC | 5,163 | $244.0 萬 | 0.12% | −232−4.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,181 | $244.7 萬 | 0.54% | −1,290−19.9% | 減碼 |
| Manchester Capital Management LLC | 5,186 | $245.1 萬 | 0.32% | +176+3.5% | 加碼 |
| Tobam | 5,187 | $245.1 萬 | 0.16% | +84+1.6% | 加碼 |
| NVWM, LLC | 5,196 | $245.6 萬 | 0.82% | −919−15.0% | 減碼 |
| Royal Fund Management, LLC | 5,207 | $246.1 萬 | 0.37% | −105−2.0% | 減碼 |
| Bank Hapoalim BM | 5,248 | $248.0 萬 | 0.34% | −813−13.4% | 減碼 |
| Fidelis Capital Partners, LLC | 5,019 | $248.1 萬 | 1.05% | +2,075+70.5% | 加碼 |
| Eudaimonia Partners, LLC | 5,250 | $248.1 萬 | 0.60% | −2,664−33.7% | 減碼 |
| Northeast Financial Group, Inc. | 4,990 | $248.9 萬 | 1.80% | +256+5.4% | 加碼 |
| Fosun International Ltd | 5,269 | $249.0 萬 | 0.23% | +3,744+245.5% | 加碼 |
| Magnus Financial Group LLC | 5,278 | $249.4 萬 | 0.38% | +194+3.8% | 加碼 |
| Smithfield Trust Co | 5,291 | $249.6 萬 | 0.16% | −165−3.0% | 減碼 |
| Shepherd Financial Partners LLC | 5,294 | $250.1 萬 | 0.42% | −1,293−19.6% | 減碼 |
| Means Investment Co., Inc. | 5,297 | $250.3 萬 | 0.44% | +8+0.2% | 加碼 |
| Palouse Capital Management, Inc. | 5,303 | $250.6 萬 | 1.69% | −557−9.5% | 減碼 |
| Anderson Hoagland & Co | 5,312 | $251.0 萬 | 0.36% | +5,312 | 新進 |
| Paragon Advisors, LLC | 5,319 | $251.3 萬 | 0.85% | +1,709+47.3% | 加碼 |
| Spears Abacus Advisors LLC | 5,319 | $251.4 萬 | 0.23% | +67+1.3% | 加碼 |
| Modera Wealth Management, LLC | 5,335 | $252.1 萬 | 0.10% | +58+1.1% | 加碼 |
| Avantax Planning Partners, Inc. | 5,346 | $252.6 萬 | 0.10% | −603−10.1% | 減碼 |
| Arete Wealth Advisors, LLC | 5,346 | $252.7 萬 | 0.21% | +179+3.5% | 加碼 |
| Guardian Wealth Advisors, LLC | 5,364 | $253.5 萬 | 0.44% | +164+3.2% | 加碼 |
| Lyell Wealth Management, LP | 5,371 | $253.8 萬 | 0.36% | −492−8.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,379 | $254.2 萬 | 0.23% | −574−9.6% | 減碼 |
| Leeward Financial Partners, LLC | 5,400 | $255.2 萬 | 1.56% | +195+3.7% | 加碼 |
| Sterling Investment Management, Inc. | 5,403 | $255.3 萬 | 2.03% | +991+22.5% | 加碼 |
| Dover Advisors, LLC | 5,405 | $255.4 萬 | 2.46% | +1,263+30.5% | 加碼 |
| Inscription Capital, LLC | 5,412 | $255.8 萬 | 0.68% | +105+2.0% | 加碼 |
| Harvest Volatility Management LLC | 5,498 | $258.4 萬 | 0.52% | −324−5.6% | 減碼 |
| Advisor Resource Council | 4,977 | $259.3 萬 | 0.65% | +3,793+320.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 5,510 | $260.4 萬 | 1.50% | −161−2.8% | 減碼 |
| Richwood Investment Advisors, LLC | 5,560 | $262.8 萬 | 2.62% | −100−1.8% | 減碼 |
| Handelsinvest Investeringsforvaltning | 5,565 | $263.0 萬 | 0.42% | −2,865−34.0% | 減碼 |
| David Loasby | 5,135 | $263.3 萬 | 0.30% | +2,533+97.3% | 加碼 |
| M&R Capital Management Inc | 5,578 | $263.6 萬 | 0.74% | +114+2.1% | 加碼 |
| Summit Trail Advisors, LLC | 5,590 | $264.2 萬 | 0.11% | +409+7.9% | 加碼 |
| Van Cleef Asset Management,Inc | 5,595 | $264.4 萬 | 0.41% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 5,361 | $264.9 萬 | 0.94% | +841+18.6% | 加碼 |
| Sugarloaf Wealth Management, LLC | 5,607 | $265.0 萬 | 0.65% | +241+4.5% | 加碼 |
| G&S Capital LLC | 5,625 | $265.8 萬 | 1.18% | −1,919−25.4% | 減碼 |
| NinePointTwo Capital | 5,630 | $266.0 萬 | 1.00% | −57−1.0% | 減碼 |
| Summit X, LLC | 5,615 | $266.0 萬 | 0.69% | −741−11.7% | 減碼 |
| Chemung Canal Trust Co | 5,640 | $266.5 萬 | 0.61% | +172+3.1% | 加碼 |
| Park Place Capital Corp | 5,642 | $266.6 萬 | 0.75% | −244−4.1% | 減碼 |
| Perigon Wealth Management, LLC | 5,660 | $267.5 萬 | 0.15% | +166+3.0% | 加碼 |
| Rational Advisors LLC | 5,662 | $267.6 萬 | 0.22% | +1,893+50.2% | 加碼 |
| Buckley Wealth Management, LLC | 5,670 | $268.0 萬 | 0.99% | −107−1.9% | 減碼 |
| Cooke & Bieler LP | 5,680 | $268.4 萬 | 0.03% | −390−6.4% | 減碼 |
| Silicon Valley Capital Partners | 5,692 | $269.0 萬 | 0.56% | +1,352+31.2% | 加碼 |
| Bay Rivers Group | 5,696 | $269.2 萬 | 2.35% | +65+1.2% | 加碼 |
| Grove Bank & Trust | 5,700 | $269.4 萬 | 0.57% | +158+2.9% | 加碼 |
| Platte River Wealth Advisors, LLC | 5,720 | $270.3 萬 | 1.04% | −169−2.9% | 減碼 |
| Dempze Nancy E | 5,749 | $271.7 萬 | 2.47% | +55+1.0% | 加碼 |
| Somerset Trust Co | 5,751 | $271.8 萬 | 1.18% | −55−0.9% | 減碼 |
| Gyroscope Capital Management Group, LLC | 5,763 | $272.4 萬 | 0.69% | +1,400+32.1% | 加碼 |
| Cunning Capital Partners, LP | 5,780 | $273.2 萬 | 1.86% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 5,782 | $273.3 萬 | 0.08% | +5,781+578,100.0% | 加碼 |
| MU Investments Co., Ltd. | 5,820 | $273.6 萬 | 3.59% | −300−4.9% | 減碼 |
| Cox Capital Mgt LLC | 5,791 | $273.7 萬 | 1.98% | −92−1.6% | 減碼 |
| Brookfield Asset Management Inc. | 5,796 | $273.9 萬 | 0.01% | −2,934−33.6% | 減碼 |
| Magnetar Financial LLC | 5,829 | $275.5 萬 | 0.05% | +5,829 | 新進 |
| Graypoint LLC | 5,846 | $276.3 萬 | 0.30% | +1,292+28.4% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 5,841 | $276.5 萬 | 0.85% | +504+9.4% | 加碼 |
| HRT Financial LP | 5,864 | $277.1 萬 | 0.03% | +5,864 | 新進 |
| GPS Wealth Strategies Group, LLC | 5,886 | $278.2 萬 | 0.58% | +5,886 | 新進 |
| Alerus Financial NA | 5,894 | $278.5 萬 | 0.25% | −161−2.7% | 減碼 |
| Rossmore Private Capital | 5,895 | $278.6 萬 | 0.44% | −540−8.4% | 減碼 |
| Wealth Alliance | 5,900 | $278.8 萬 | 0.45% | −556−8.6% | 減碼 |
| L & S Advisors Inc | 5,906 | $279.1 萬 | 0.39% | −10,455−63.9% | 減碼 |
| Valmark Advisers, Inc. | 5,914 | $279.5 萬 | 0.06% | +374+6.8% | 加碼 |