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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 16,727 | $790.5 萬 | 0.88% | +1,976+13.4% | 加碼 |
| Brookstone Capital Management | 15,486 | $782.6 萬 | 0.15% | +1,935+14.3% | 加碼 |
| Stokes Capital Advisors, LLC | 16,531 | $781.3 萬 | 2.65% | +1,253+8.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 16,495 | $779.5 萬 | 0.06% | −182−1.1% | 減碼 |
| Winmill & Co. Inc | 16,475 | $778.6 萬 | 2.90% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 16,387 | $774.4 萬 | 0.08% | −989−5.7% | 減碼 |
| Conning Inc. | 16,378 | $774.0 萬 | 0.26% | −689−4.0% | 減碼 |
| Fulcrum Capital LLC | 16,378 | $774.0 萬 | 2.08% | +2,314+16.5% | 加碼 |
| Ledyard National Bank | 16,311 | $770.8 萬 | 0.89% | −484−2.9% | 減碼 |
| Icon Wealth Partners, LLC | 16,235 | $767.2 萬 | 0.84% | +16,235 | 新進 |
| Tower Bridge Advisors | 16,224 | $766.7 萬 | 0.63% | −63−0.4% | 減碼 |
| Cyrus J. Lawrence, LLC | 16,194 | $765.3 萬 | 2.23% | −143−0.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 16,124 | $762.0 萬 | 0.13% | −211−1.3% | 減碼 |
| Meritage Portfolio Management | 16,124 | $762.0 萬 | 0.57% | −40.0% | 減碼 |
| Oxbow Advisors, LLC | 16,120 | $761.8 萬 | 1.36% | −13,342−45.3% | 減碼 |
| GHP Investment Advisors, Inc. | 16,071 | $759.5 萬 | 0.48% | +62+0.4% | 加碼 |
| Evergreen Capital Management LLC | 15,993 | $755.8 萬 | 0.34% | −1,735−9.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 15,960 | $754.3 萬 | 0.81% | −6,399−28.6% | 減碼 |
| Ascent Wealth Partners, LLC | 15,921 | $752.5 萬 | 1.51% | +259+1.7% | 加碼 |
| Blue Edge Capital, LLC | 15,903 | $751.6 萬 | 1.62% | −9−0.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 15,894 | $751.1 萬 | 0.78% | +319+2.0% | 加碼 |
| Pallas Capital Advisors LLC | 15,345 | $750.3 萬 | 0.70% | +1,028+7.2% | 加碼 |
| First Interstate Bank | 15,865 | $749.8 萬 | 0.57% | −310−1.9% | 減碼 |
| Empire Life Investments Inc. | 15,858 | $749.4 萬 | 0.53% | −203−1.3% | 減碼 |
| Mutual Advisors, LLC | 15,796 | $746.5 萬 | 0.31% | +854+5.7% | 加碼 |
| Toroso Investments, LLC | 15,747 | $744.2 萬 | 0.24% | +1,197+8.2% | 加碼 |
| Sigma Investment Counselors Inc | 15,721 | $742.9 萬 | 0.58% | +148+1.0% | 加碼 |
| Busey Wealth Management | 15,711 | $742.5 萬 | 0.31% | +452+3.0% | 加碼 |
| PKO Investment Management Joint-Stock Co | 15,689 | $741.4 萬 | 0.98% | +4,000+34.2% | 加碼 |
| Argonautica Private Wealth Management, Inc | 15,663 | $740.2 萬 | 3.73% | −905−5.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 15,600 | $737.3 萬 | 0.20% | −3,935−20.1% | 減碼 |
| Broderick Brian C | 15,591 | $736.8 萬 | 2.07% | +781+5.3% | 加碼 |
| Harbour Capital Advisors, LLC | 15,534 | $734.6 萬 | 2.22% | +283+1.9% | 加碼 |
| Andra AP-fonden | 15,500 | $732.5 萬 | 0.19% | −900−5.5% | 減碼 |
| HBK Sorce Advisory LLC | 15,416 | $728.6 萬 | 0.33% | −13,434−46.6% | 減碼 |
| D L Carlson Investment Group Inc | 15,387 | $727.2 萬 | 1.65% | −9,603−38.4% | 減碼 |
| Mattern Capital Management, LLC | 15,369 | $726.3 萬 | 1.28% | +562+3.8% | 加碼 |
| S&T Bank | 15,333 | $724.6 萬 | 1.34% | −141−0.9% | 減碼 |
| RNC Capital Management LLC | 15,315 | $723.8 萬 | 0.41% | −675−4.2% | 減碼 |
| Belpointe Asset Management LLC | 15,292 | $722.7 萬 | 0.39% | +1,964+14.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 15,292 | $722.6 萬 | 2.72% | −16−0.1% | 減碼 |
| Weatherly Asset Management L. P. | 15,274 | $721.8 萬 | 0.94% | −714−4.5% | 減碼 |
| Tradition Wealth Management, LLC | 15,249 | $720.7 萬 | 0.90% | +2,789+22.4% | 加碼 |
| Donaldson Capital Management, LLC | 15,246 | $720.5 萬 | 0.34% | −2,646−14.8% | 減碼 |
| Capital Investment Advisors, LLC | 15,230 | $719.8 萬 | 0.21% | −126−0.8% | 減碼 |
| Rothschild Capital Partners, LLC | 15,179 | $717.3 萬 | 2.94% | +13+0.1% | 加碼 |
| Thompson Investment Management, Inc. | 15,158 | $716.4 萬 | 1.21% | +2,519+19.9% | 加碼 |
| Jump Financial, LLC | 15,132 | $715.1 萬 | 0.29% | +3,184+26.6% | 加碼 |
| Global Retirement Partners, LLC | 14,553 | $712.3 萬 | 0.38% | +1,087+8.1% | 加碼 |
| Anchor Investment Management, LLC | 15,056 | $711.5 萬 | 0.97% | +406+2.8% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 14,977 | $707.8 萬 | 0.55% | −1,639−9.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 14,837 | $701.2 萬 | 0.17% | +1,397+10.4% | 加碼 |
| BTC Capital Management, Inc. | 14,828 | $700.0 萬 | 0.81% | +365+2.5% | 加碼 |
| High Note Wealth, LLC | 14,800 | $699.4 萬 | 2.88% | +10.0% | 加碼 |
| Asset Planning Services Inc | 14,800 | $699.4 萬 | 4.43% | −1,175−7.4% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,792 | $699.1 萬 | 2.54% | +308+2.1% | 加碼 |
| AMG National Trust Bank | 14,783 | $698.7 萬 | 0.24% | +360+2.5% | 加碼 |
| Legacy Advisors, LLC | 14,774 | $698.2 萬 | 1.29% | +2,172+17.2% | 加碼 |
| Cozad Asset Management Inc | 14,683 | $693.9 萬 | 0.92% | +162+1.1% | 加碼 |
| Broadleaf Partners, LLC | 14,664 | $693.0 萬 | 2.47% | +254+1.8% | 加碼 |
| Blue Fin Capital, Inc. | 14,211 | $692.5 萬 | 2.24% | +355+2.6% | 加碼 |
| Schechter Investment Advisors, LLC | 14,643 | $692.0 萬 | 0.64% | −1,367−8.5% | 減碼 |
| Accredited Investors Inc. | 14,641 | $691.9 萬 | 0.53% | +122+0.8% | 加碼 |
| Liberty Capital Management, Inc. | 14,604 | $690.2 萬 | 2.27% | −18−0.1% | 減碼 |
| Saranac Partners Ltd | 14,578 | $688.9 萬 | 4.06% | +10,492+256.8% | 加碼 |
| Twin Tree Management, LP | 14,539 | $687.1 萬 | 0.19% | +10,290+242.2% | 加碼 |
| Monetary Management Group Inc | 14,518 | $686.1 萬 | 2.02% | +20+0.1% | 加碼 |
| Essex Financial Services, Inc. | 14,476 | $684.1 萬 | 0.72% | −1,497−9.4% | 減碼 |
| Symmetry Partners, LLC | 14,461 | $683.4 萬 | 0.38% | +104+0.7% | 加碼 |
| Dividend Assets Capital, LLC | 12,872 | $682.5 萬 | 1.45% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 14,431 | $682.0 萬 | 0.94% | +2,261+18.6% | 加碼 |
| Eagle Capital Management, LLC | 14,408 | $680.9 萬 | 4.45% | −445−3.0% | 減碼 |
| Checchi Capital Advisers, LLC | 14,332 | $677.3 萬 | 0.65% | −35−0.2% | 減碼 |
| Lincoln National Corp | 14,307 | $676.1 萬 | 0.14% | +756+5.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 14,302 | $675.9 萬 | 0.74% | −10.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,271 | $674.4 萬 | 0.39% | +1,669+13.2% | 加碼 |
| Alapocas Investment Partners, Inc. | 14,259 | $673.8 萬 | 5.58% | −413−2.8% | 減碼 |
| Cubic Asset Management, LLC | 14,189 | $670.6 萬 | 1.88% | −465−3.2% | 減碼 |
| Verdence Capital Advisors LLC | 14,181 | $670.2 萬 | 0.81% | +3,116+28.2% | 加碼 |
| Brighton Jones LLC | 14,181 | $670.2 萬 | 0.38% | +2,354+19.9% | 加碼 |
| Buckhead Capital Management LLC | 14,118 | $667.2 萬 | 1.57% | +3,535+33.4% | 加碼 |
| Armstrong Shaw Associates Inc | 14,072 | $665.0 萬 | 6.53% | −318−2.2% | 減碼 |
| SOL Capital Management CO | 14,013 | $662.2 萬 | 1.09% | +170+1.2% | 加碼 |
| Perkins Coie Trust Co | 13,999 | $661.6 萬 | 1.98% | +228+1.7% | 加碼 |
| CAPROCK Group, Inc. | 13,985 | $661.0 萬 | 0.51% | +1,026+7.9% | 加碼 |
| Lindbrook Capital, LLC | 13,979 | $660.6 萬 | 0.77% | +666+5.0% | 加碼 |
| Arden Trust Co | 13,974 | $660.4 萬 | 1.19% | −1,894−11.9% | 減碼 |
| Marietta Wealth Management, LLC | 13,906 | $657.2 萬 | 1.40% | +1,437+11.5% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 13,851 | $654.6 萬 | 0.94% | +5,611+68.1% | 加碼 |
| Madison Wealth Management | 13,819 | $653.1 萬 | 1.41% | −123−0.9% | 減碼 |
| Asio Capital, LLC | 13,803 | $652.3 萬 | 1.69% | +15+0.1% | 加碼 |
| Equitable Holdings, Inc. | 13,788 | $651.6 萬 | 0.10% | +2,137+18.3% | 加碼 |
| Ibex Wealth Advisors | 13,766 | $650.6 萬 | 1.69% | −4,337−24.0% | 減碼 |
| Jefferies Financial Group Inc. | 13,748 | $649.7 萬 | 0.14% | −15,229−52.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 13,748 | $649.7 萬 | 0.40% | −3,018−18.0% | 減碼 |
| Atlantic Trust, LLC | 13,742 | $649.5 萬 | 2.07% | −1,305−8.7% | 減碼 |
| Colonial Trust Co | 13,730 | $648.9 萬 | 1.65% | −151−1.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 13,686 | $646.8 萬 | 0.27% | +11,822+634.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 13,671 | $646.1 萬 | 0.14% | +349+2.6% | 加碼 |
| Spinnaker Trust | 13,603 | $642.9 萬 | 0.49% | −1,011−6.9% | 減碼 |