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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
|---|---|---|---|---|---|
| Smith Chas P & Associates Pa Cpas | 94,906 | $4,485 萬 | 3.05% | −60−0.1% | 減碼 |
| Bowen Hanes & Co Inc | 94,869 | $4,483 萬 | 1.54% | +4,405+4.9% | 加碼 |
| Capital International Inc | 94,681 | $4,475 萬 | 0.90% | −844−0.9% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 94,261 | $4,455 萬 | 2.11% | +26,133+38.4% | 加碼 |
| FDx Advisors, Inc. | 83,954 | $4,451 萬 | 1.94% | 00.0% | 不變 |
| Group One Trading, L.P. | 94,007 | $4,443 萬 | 2.11% | +15,412+19.6% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 93,271 | $4,408 萬 | 3.00% | +3,723+4.2% | 加碼 |
| Hantz Financial Services, Inc. | 92,879 | $4,389 萬 | 1.20% | +8,450+10.0% | 加碼 |
| Ziegler Capital Management, LLC | 91,836 | $4,344 萬 | 1.71% | −339−0.4% | 減碼 |
| Heritage Wealth Advisors | 91,663 | $4,332 萬 | 2.41% | +5,319+6.2% | 加碼 |
| Kestra Advisory Services, LLC | 90,839 | $4,293 萬 | 0.47% | −41,485−31.4% | 減碼 |
| Brinker Capital Investments, LLC | 90,651 | $4,284 萬 | 0.55% | +20,598+29.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 90,651 | $4,284 萬 | 0.55% | +69,886+336.6% | 加碼 |
| Braun Stacey Associates Inc | 90,610 | $4,282 萬 | 1.12% | +39,453+77.1% | 加碼 |
| Cambridge Trust Co | 90,051 | $4,256 萬 | 2.03% | −43,627−32.6% | 減碼 |
| Egerton Capital (UK) LLP | 89,364 | $4,223 萬 | 0.46% | −974,662−91.6% | 減碼 |
| NS Partners Ltd | 89,203 | $4,216 萬 | 2.37% | −8,276−8.5% | 減碼 |
| Castleark Management LLC | 89,000 | $4,206 萬 | 2.07% | −1,350−1.5% | 減碼 |
| Achmea Investment Management B.V. | 88,212 | $4,169 萬 | 1.21% | +9,853+12.6% | 加碼 |
| Todd Asset Management LLC | 87,860 | $4,152 萬 | 1.01% | +505+0.6% | 加碼 |
| Davis R M Inc | 87,606 | $4,140 萬 | 1.05% | +2,564+3.0% | 加碼 |
| Whittier Trust Co | 87,298 | $4,125 萬 | 0.75% | +1,019+1.2% | 加碼 |
| Bowie Capital Management, LLC | 86,345 | $4,081 萬 | 5.79% | +20,204+30.5% | 加碼 |
| Norinchukin Bank, The | 85,721 | $4,051 萬 | 0.80% | −539−0.6% | 減碼 |
| SP Asset Management LLC | 85,644 | $4,047 萬 | 4.96% | +5,391+6.7% | 加碼 |
| River Road Asset Management, LLC | 84,801 | $4,008 萬 | 0.55% | +56,314+197.7% | 加碼 |
| Rafferty Asset Management, LLC | 83,587 | $3,950 萬 | 0.27% | +3,195+4.0% | 加碼 |
| Vigilant Capital Management, LLC | 82,623 | $3,905 萬 | 3.17% | +3,113+3.9% | 加碼 |
| Premier Fund Managers Ltd | 83,000 | $3,901 萬 | 1.54% | 00.0% | 不變 |
| Provident Investment Management, Inc. | 81,891 | $3,870 萬 | 4.19% | +3,019+3.8% | 加碼 |
| Auxier Asset Management | 81,849 | $3,868 萬 | 6.68% | +125+0.2% | 加碼 |
| Silvant Capital Management LLC | 81,698 | $3,861 萬 | 2.51% | −1,389−1.7% | 減碼 |
| South Dakota Investment Council | 81,613 | $3,857 萬 | 0.82% | +3,000+3.8% | 加碼 |
| Atria Investments LLC | 80,989 | $3,827 萬 | 0.72% | +100+0.1% | 加碼 |
| Bokf, NA | 80,627 | $3,810 萬 | 0.80% | −16,878−17.3% | 減碼 |
| Iron Triangle Partners LP | 80,000 | $3,781 萬 | 5.45% | +80,000 | 新進 |
| Securian Asset Management, Inc | 79,360 | $3,750 萬 | 1.00% | +369+0.5% | 加碼 |
| Hartford Investment Management Co | 79,177 | $3,742 萬 | 1.27% | −16,421−17.2% | 減碼 |
| Sit Investment Associates Inc | 78,963 | $3,732 萬 | 1.01% | +6,626+9.2% | 加碼 |
| Petrus Trust Company, LTA | 78,168 | $3,694 萬 | 4.48% | +15,400+24.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 77,942 | $3,684 萬 | 0.63% | +2,235+3.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 77,004 | $3,639 萬 | 2.54% | +4,687+6.5% | 加碼 |
| Bailard, Inc. | 76,520 | $3,616 萬 | 1.30% | +2,254+3.0% | 加碼 |
| Rhenman & Partners Asset Management AB | 76,000 | $3,572 萬 | 3.92% | +38,000+100.0% | 加碼 |
| Vantage Investment Partners, LLC | 75,789 | $3,569 萬 | 4.88% | +9,007+13.5% | 加碼 |
| Wedgewood Partners Inc | 75,228 | $3,555 萬 | 6.03% | +14,606+24.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 74,606 | $3,526 萬 | 1.12% | +2,195+3.0% | 加碼 |
| McKinley Capital Management LLC /Delaware | 74,047 | $3,499 萬 | 4.64% | −8,093−9.9% | 減碼 |
| Maryland State Retirement & Pension System | 73,955 | $3,495 萬 | 0.78% | +638+0.9% | 加碼 |
| Kentucky Retirement Systems | 73,876 | $3,491 萬 | 1.29% | +335+0.5% | 加碼 |
| Liontrust Investment Partners LLP | 73,468 | $3,472 萬 | 0.52% | −13,400−15.4% | 減碼 |
| Douglas Lane & Associates, LLC | 73,307 | $3,464 萬 | 0.58% | −1,691−2.3% | 減碼 |
| Payden & Rygel | 72,930 | $3,447 萬 | 2.04% | −22,280−23.4% | 減碼 |
| Wealthfront Advisers LLC | 72,879 | $3,444 萬 | 0.16% | −19,211−20.9% | 減碼 |
| Stephens Inc | 72,688 | $3,435 萬 | 0.66% | −5,766−7.3% | 減碼 |
| Central Trust Co | 72,140 | $3,409 萬 | 1.00% | −712−1.0% | 減碼 |
| Guggenheim Capital LLC | 71,980 | $3,402 萬 | 0.29% | −2,239−3.0% | 減碼 |
| Chilton Capital Management LLC | 71,738 | $3,390 萬 | 1.96% | +2,572+3.7% | 加碼 |
| Manchester Global Management (UK) Ltd | 71,583 | $3,383 萬 | 12.13% | +4,500+6.7% | 加碼 |
| Banco Santander, S.A. | 71,542 | $3,381 萬 | 0.50% | −5,902−7.6% | 減碼 |
| Gradient Investments LLC | 71,531 | $3,380 萬 | 0.92% | +39,703+124.7% | 加碼 |
| Peapack Gladstone Financial Corp | 68,823 | $3,368 萬 | 0.64% | −1,291−1.8% | 減碼 |
| Flputnam Investment Management Co | 71,171 | $3,363 萬 | 1.10% | −6,683−8.6% | 減碼 |
| Cantor Fitzgerald, L. P. | 70,999 | $3,355 萬 | 0.72% | −65−0.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 70,997 | $3,355 萬 | 0.53% | +1,968+2.9% | 加碼 |
| Cetera Investment Advisers | 70,977 | $3,354 萬 | 0.29% | −726−1.0% | 減碼 |
| Aureus Asset Management, LLC | 70,838 | $3,348 萬 | 2.65% | +8,816+14.2% | 加碼 |
| Assenagon Asset Management S.A. | 70,762 | $3,344 萬 | 0.13% | −93,146−56.8% | 減碼 |
| WestEnd Advisors, LLC | – | $3,267 萬 | 1.01% | – | – |
| Eastern Bank | 68,810 | $3,252 萬 | 1.63% | −2,606−3.6% | 減碼 |
| Commerzbank Aktiengesellschaft | 68,460 | $3,235 萬 | 1.74% | −29,015−29.8% | 減碼 |
| Eagle Ridge Investment Management | 68,214 | $3,224 萬 | 3.62% | −215−0.3% | 減碼 |
| Raymond James Trust N.A. | 66,835 | $3,159 萬 | 1.00% | +748+1.1% | 加碼 |
| Abn Amro Investment Solutions | 66,527 | $3,144 萬 | 0.65% | +66,527 | 新進 |
| Chartwell Investment Partners, LLC | 66,492 | $3,142 萬 | 1.19% | −361−0.5% | 減碼 |
| Fiduciary Trust Co | 65,875 | $3,113 萬 | 0.58% | +698+1.1% | 加碼 |
| Synovus Financial Corp | 65,124 | $3,078 萬 | 0.35% | −1,715−2.6% | 減碼 |
| Farmers & Merchants Investments Inc | 64,473 | $3,047 萬 | 1.21% | −160−0.2% | 減碼 |
| Montag & Caldwell, LLC | 64,230 | $3,035 萬 | 4.08% | −936−1.4% | 減碼 |
| Heritage Investors Management Corp | 63,912 | $3,020 萬 | 1.29% | +3,443+5.7% | 加碼 |
| TownSquare Capital, LLC | 63,683 | $3,010 萬 | 0.66% | +3,449+5.7% | 加碼 |
| Cumberland Partners Ltd | 63,672 | $3,009 萬 | 2.95% | −6,124−8.8% | 減碼 |
| Advisors Capital Management, LLC | 63,609 | $3,006 萬 | 0.78% | +46,378+269.2% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 63,341 | $2,993 萬 | 2.95% | −497−0.8% | 減碼 |
| Rockland Trust Co | 63,187 | $2,986 萬 | 1.88% | +1,459+2.4% | 加碼 |
| Artemis Investment Management LLP | 63,221 | $2,981 萬 | 0.37% | −13,957−18.1% | 減碼 |
| Alta Capital Management LLC | 62,712 | $2,964 萬 | 2.18% | +48,300+335.1% | 加碼 |
| ClariVest Asset Management LLC | 62,695 | $2,963 萬 | 1.32% | −2,404−3.7% | 減碼 |
| Chilton Investment Co LLC | 62,433 | $2,951 萬 | 0.91% | −5,524−8.1% | 減碼 |
| Prudential PLC | 62,276 | $2,943 萬 | 0.35% | −346−0.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 62,230 | $2,941 萬 | 0.46% | −13,667−18.0% | 減碼 |
| PFS Investments Inc. | 56,887 | $2,917 萬 | 0.51% | −11,833−17.2% | 減碼 |
| Meeder Asset Management Inc | 61,665 | $2,914 萬 | 2.33% | +28,628+86.7% | 加碼 |
| Associated Banc-Corp | 61,244 | $2,894 萬 | 1.16% | −2,514−3.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 61,048 | $2,885 萬 | 1.87% | −8,337−12.0% | 減碼 |
| AltraVue Capital, LLC | 60,890 | $2,878 萬 | 3.46% | −2,710−4.3% | 減碼 |
| Louisiana State Employees Retirement System | 60,700 | $2,869 萬 | 0.73% | +300+0.5% | 加碼 |
| Locust Wood Capital Advisers, LLC | 60,673 | $2,867 萬 | 1.79% | +2,988+5.2% | 加碼 |
| CWM, LLC | 60,569 | $2,862 萬 | 0.19% | −790−1.3% | 減碼 |
| Guardian Capital LP | 60,258 | $2,848 萬 | 0.91% | −961−1.6% | 減碼 |