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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 13,558 | $640.7 萬 | 0.38% | −2,013−12.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 13,548 | $640.3 萬 | 6.38% | +29+0.2% | 加碼 |
| Chicago Trust Co NA | 13,512 | $638.6 萬 | 1.60% | +198+1.5% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 13,473 | $636.7 萬 | 4.20% | −1,594−10.6% | 減碼 |
| Ulland Investment Advisors, LLC | 13,441 | $635.2 萬 | 7.46% | −200−1.5% | 減碼 |
| Asset Dedication, LLC | 13,580 | $635.2 萬 | 0.59% | +253+1.9% | 加碼 |
| Carderock Capital Management Inc | 13,389 | $632.8 萬 | 2.21% | +3,312+32.9% | 加碼 |
| Ninety One North America, Inc. | 13,354 | $631.1 萬 | 0.29% | +3,684+38.1% | 加碼 |
| Koshinski Asset Management, Inc. | 13,294 | $628.3 萬 | 0.61% | +507+4.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,231 | $625.3 萬 | 0.40% | −2,712−17.0% | 減碼 |
| Montag A & Associates Inc | 13,217 | $624.6 萬 | 0.41% | −1,402−9.6% | 減碼 |
| Gifford Fong Associates | 13,206 | $624.1 萬 | 1.64% | −8,794−40.0% | 減碼 |
| Balentine LLC | 13,195 | $623.6 萬 | 0.21% | −8,021−37.8% | 減碼 |
| Connable Office Inc | 13,173 | $622.5 萬 | 0.90% | +1,703+14.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 13,122 | $620.1 萬 | 0.89% | −329−2.4% | 減碼 |
| Icon Advisers Inc | 13,119 | $620.0 萬 | 1.58% | 00.0% | 不變 |
| Private Advisory Group LLC | 13,096 | $618.9 萬 | 1.32% | −1,608−10.9% | 減碼 |
| Change Path, LLC | 13,088 | $618.5 萬 | 0.31% | −942−6.7% | 減碼 |
| Marshall & Sullivan Inc | 13,053 | $616.9 萬 | 3.74% | −464−3.4% | 減碼 |
| Valeo Financial Advisors, LLC | 13,010 | $614.8 萬 | 0.30% | +3,212+32.8% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $614.4 萬 | 1.83% | 00.0% | 不變 |
| Simmons Bank | 12,968 | $612.9 萬 | 0.52% | +399+3.2% | 加碼 |
| Sandy Spring Bank | 12,960 | $612.5 萬 | 0.35% | −751−5.5% | 減碼 |
| Waldron Private Wealth LLC | 12,951 | $612.1 萬 | 0.30% | +321+2.5% | 加碼 |
| Ballentine Partners, LLC | 12,938 | $611.4 萬 | 0.15% | −2,320−15.2% | 減碼 |
| Pitcairn Co | 12,934 | $611.2 萬 | 0.56% | −69−0.5% | 減碼 |
| Meeder Advisory Services, Inc. | 12,932 | $611.1 萬 | 0.70% | −875−6.3% | 減碼 |
| Fisher Asset Management, LLC | 12,928 | $611.0 萬 | 0.00% | −3,278−20.2% | 減碼 |
| Phoenix Holdings Ltd. | 12,842 | $608.4 萬 | 0.14% | +6,553+104.2% | 加碼 |
| Nelson Capital Management, LLC | 12,838 | $606.7 萬 | 1.72% | −33−0.3% | 減碼 |
| Sky Investment Group LLC | 12,821 | $605.9 萬 | 1.38% | +2,112+19.7% | 加碼 |
| Americana Partners, LLC | 12,811 | $605.4 萬 | 0.95% | −640−4.8% | 減碼 |
| Burns J W & Co Inc | 12,804 | $605.1 萬 | 1.03% | +455+3.7% | 加碼 |
| West Family Investments, Inc. | 12,797 | $604.8 萬 | 2.40% | +221+1.8% | 加碼 |
| Bogart Wealth, LLC | 12,734 | $601.8 萬 | 0.40% | +1,354+11.9% | 加碼 |
| Capital Planning Advisors, LLC | 12,686 | $599.5 萬 | 1.27% | −180−1.4% | 減碼 |
| Gotham Asset Management, LLC | 12,671 | $598.8 萬 | 0.15% | +1,741+15.9% | 加碼 |
| Charter Trust Co | 12,665 | $598.5 萬 | 0.48% | −253−2.0% | 減碼 |
| China Universal Asset Management Co., Ltd. | 12,661 | $598.3 萬 | 2.03% | −1,400−10.0% | 減碼 |
| Mirabella Financial Services LLP | 366,300 | $597.9 萬 | 1.28% | +365,900+91,475.0% | 加碼 |
| Ballast, Inc. | 12,557 | $593.4 萬 | 2.43% | +156+1.3% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 12,554 | $593.3 萬 | 2.04% | +1,064+9.3% | 加碼 |
| Paradigm Financial Partners, LLC | 12,529 | $592.1 萬 | 1.60% | +341+2.8% | 加碼 |
| Lynch Asset Management, Inc. | 12,500 | $590.7 萬 | 4.24% | +500+4.2% | 加碼 |
| Lountzis Asset Management, LLC | 12,476 | $589.6 萬 | 3.49% | +819+7.0% | 加碼 |
| CMH Wealth Management LLC | 12,457 | $588.7 萬 | 1.70% | +412+3.4% | 加碼 |
| Univest Financial Corp | 12,438 | $587.8 萬 | 1.83% | +1,456+13.3% | 加碼 |
| Red Door Wealth Management, LLC | 12,403 | $586.2 萬 | 1.84% | +250+2.1% | 加碼 |
| West Coast Financial LLC | 12,399 | $586.0 萬 | 0.90% | −271−2.1% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $584.8 萬 | 0.28% | 00.0% | 不變 |
| Fundamentun, LLC | 12,314 | $582.0 萬 | 0.98% | +276+2.3% | 加碼 |
| Arrow Financial Corp | 12,302 | $581.4 萬 | 0.76% | +28+0.2% | 加碼 |
| Fulton Bank, N.A. | 12,297 | $581.1 萬 | 0.30% | +12+0.1% | 加碼 |
| Bellecapital International Ltd. | 12,280 | $580.3 萬 | 1.44% | +664+5.7% | 加碼 |
| Running Oak Capital LLC | 12,278 | $580.2 萬 | 1.65% | −366−2.9% | 減碼 |
| JCIC Asset Management Inc. | 12,270 | $579.9 萬 | 2.70% | +29+0.2% | 加碼 |
| Davis-Rea Ltd. | 12,254 | $579.1 萬 | 3.49% | +5,281+75.7% | 加碼 |
| Globeflex Capital L P | 12,245 | $578.7 萬 | 0.71% | −95−0.8% | 減碼 |
| Integrated Advisors Network LLC | 12,232 | $578.1 萬 | 0.35% | −1,781−12.7% | 減碼 |
| Arjuna Capital | 12,228 | $577.9 萬 | 2.27% | −4,048−24.9% | 減碼 |
| Duncker Streett & Co Inc | 12,193 | $576.2 萬 | 1.37% | +192+1.6% | 加碼 |
| Lake Street Advisors Group, LLC | 12,157 | $574.5 萬 | 0.36% | +227+1.9% | 加碼 |
| CTC LLC | 12,192 | $573.1 萬 | 0.18% | +12,192 | 新進 |
| Savant Capital, LLC | 12,125 | $573.0 萬 | 0.11% | +1,501+14.1% | 加碼 |
| Graham Capital Management, L.P. | 12,119 | $572.7 萬 | 0.20% | +12,119 | 新進 |
| Kidder Stephen W | 12,087 | $571.2 萬 | 1.99% | +445+3.8% | 加碼 |
| Kinneret Advisory, LLC | 12,058 | $569.8 萬 | 0.74% | −648−5.1% | 減碼 |
| Kames Capital plc | 12,045 | $569.0 萬 | 0.10% | 00.0% | 不變 |
| Value Partners Investments Inc. | 12,029 | $568.4 萬 | 0.47% | −1,460−10.8% | 減碼 |
| Acropolis Investment Management, LLC | 11,968 | $565.6 萬 | 0.46% | +1,121+10.3% | 加碼 |
| Culbertson A N & Co Inc | 11,959 | $565.2 萬 | 1.15% | −130−1.1% | 減碼 |
| Horizon Investment Services, LLC | 11,838 | $559.5 萬 | 3.59% | −597−4.8% | 減碼 |
| Naples Global Advisors, LLC | 11,827 | $558.9 萬 | 0.70% | +315+2.7% | 加碼 |
| HGK Asset Management Inc | 11,826 | $558.9 萬 | 1.74% | +2,913+32.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,793 | $557.3 萬 | 0.26% | +367+3.2% | 加碼 |
| We Are One Seven, LLC | 11,772 | $556.3 萬 | 0.35% | +4,793+68.7% | 加碼 |
| Adviser Investments LLC | 11,734 | $554.5 萬 | 0.13% | +563+5.0% | 加碼 |
| Bristlecone Advisors, LLC | 11,686 | $552.3 萬 | 0.61% | +42+0.4% | 加碼 |
| Pegasus Partners Ltd. | 11,642 | $550.2 萬 | 0.87% | −304−2.5% | 減碼 |
| Solidarilty Wealth, LLC | 11,632 | $549.7 萬 | 2.50% | +11,632 | 新進 |
| Puzo Michael J | 11,616 | $549.0 萬 | 1.83% | +232+2.0% | 加碼 |
| RBA Wealth Management, LLC | 11,610 | $548.7 萬 | 2.73% | +258+2.3% | 加碼 |
| IMC-Chicago, LLC | 11,587 | $547.6 萬 | 0.93% | +11,587 | 新進 |
| Baker Tilly Wealth Management, LLC | 11,577 | $547.1 萬 | 0.62% | +15+0.1% | 加碼 |
| Barbara Oil Co. | 11,500 | $543.5 萬 | 2.60% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 11,465 | $541.8 萬 | 0.09% | −3,775−24.8% | 減碼 |
| Pinnacle Holdings, LLC | 11,454 | $541.3 萬 | 2.51% | −17−0.1% | 減碼 |
| Bulltick Wealth Management, LLC | 11,428 | $540.1 萬 | 1.42% | +6,587+136.1% | 加碼 |
| Northeast Investment Management | 11,423 | $539.8 萬 | 0.33% | −165−1.4% | 減碼 |
| Clearstead Advisors, LLC | 11,378 | $537.7 萬 | 0.39% | +1,022+9.9% | 加碼 |
| Cigna Investments Inc | 11,376 | $537.5 萬 | 1.08% | −223−1.9% | 減碼 |
| SlateStone Wealth, LLC | 11,357 | $536.7 萬 | 1.11% | −54−0.5% | 減碼 |
| Fund Management at Engine No. 1 LLC | 11,332 | $535.5 萬 | 1.08% | +1,046+10.2% | 加碼 |
| Private Trust Co NA | 11,273 | $532.8 萬 | 0.73% | −432−3.7% | 減碼 |
| Thematics Asset Management | 11,257 | $532.0 萬 | 0.29% | +1,227+12.2% | 加碼 |
| GPM Growth Investors, Inc. | 11,208 | $529.7 萬 | 3.07% | +16+0.1% | 加碼 |
| Ocean Capital Management, LLC | 11,156 | $527.2 萬 | 2.66% | +177+1.6% | 加碼 |
| Reliant Investment Management, LLC | 11,146 | $526.7 萬 | 3.33% | −1,753−13.6% | 減碼 |
| PFG Advisors | 11,136 | $526.3 萬 | 0.44% | +1,060+10.5% | 加碼 |
| Quadrant Capital Group LLC | 11,127 | $525.9 萬 | 0.55% | +477+4.5% | 加碼 |