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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 30,823 | $1,457 萬 | 8.46% | −257−0.8% | 減碼 |
| Madison Asset Management, LLC | 30,727 | $1,452 萬 | 0.22% | −494−1.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 30,412 | $1,437 萬 | 1.16% | +92+0.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 30,375 | $1,436 萬 | 0.67% | +2,891+10.5% | 加碼 |
| Salem Investment Counselors Inc | 30,280 | $1,431 萬 | 0.57% | −373−1.2% | 減碼 |
| James Investment Research Inc | 30,230 | $1,429 萬 | 1.89% | +202+0.7% | 加碼 |
| Shelton Capital Management | 30,166 | $1,426 萬 | 0.60% | +14,166+88.5% | 加碼 |
| Wetherby Asset Management Inc | 30,160 | $1,425 萬 | 0.84% | +3,655+13.8% | 加碼 |
| Appleton Partners Inc | 30,027 | $1,419 萬 | 1.26% | −218−0.7% | 減碼 |
| Haverford Financial Services, Inc. | 30,002 | $1,418 萬 | 4.43% | −79−0.3% | 減碼 |
| Kornitzer Capital Management Inc | 29,865 | $1,411 萬 | 0.28% | +80.0% | 加碼 |
| WSFS Capital Management, LLC | 29,815 | $1,409 萬 | 1.47% | +349+1.2% | 加碼 |
| German American Bancorp, Inc. | 29,545 | $1,396 萬 | 2.09% | −724−2.4% | 減碼 |
| Eisler Capital (UK) Ltd. | 29,536 | $1,396 萬 | 1.21% | +4,934+20.1% | 加碼 |
| Curi Capital | 29,494 | $1,394 萬 | 2.01% | −3,915−11.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,370 | $1,388 萬 | 0.35% | +86+0.3% | 加碼 |
| MBB Public Markets I LLC | 29,308 | $1,385 萬 | 0.80% | +29,308 | 新進 |
| Kestra Private Wealth Services, LLC | 29,040 | $1,372 萬 | 0.55% | +9,906+51.8% | 加碼 |
| Foyston, Gordon, & Payne Inc | 29,024 | $1,372 萬 | 3.69% | −868−2.9% | 減碼 |
| Middleton & Co Inc | 28,984 | $1,370 萬 | 1.97% | −130.0% | 減碼 |
| King Wealth | 28,919 | $1,367 萬 | 3.02% | +1,561+5.7% | 加碼 |
| CCM Investment Advisers LLC | 28,867 | $1,364 萬 | 1.93% | +2,224+8.3% | 加碼 |
| Argent Trust Co | 28,716 | $1,357 萬 | 0.86% | +957+3.4% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 28,621 | $1,353 萬 | 0.42% | +1,448+5.3% | 加碼 |
| Summit Partners Public Asset Management, LLC | 28,583 | $1,351 萬 | 0.76% | −20,847−42.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 28,514 | $1,348 萬 | 0.47% | −1,095−3.7% | 減碼 |
| Wedbush Securities Inc | 28,510 | $1,347 萬 | 0.67% | +520+1.9% | 加碼 |
| Resources Investment Advisors, LLC. | 28,245 | $1,335 萬 | 0.31% | +5,155+22.3% | 加碼 |
| Arnhold LLC | 28,087 | $1,327 萬 | 1.51% | +8,094+40.5% | 加碼 |
| Clearline Capital LP | 28,001 | $1,323 萬 | 1.99% | +28,001 | 新進 |
| Schmidt P J Investment Management Inc | 26,959 | $1,322 萬 | 2.76% | +897+3.4% | 加碼 |
| Annex Advisory Services, LLC | 27,855 | $1,316 萬 | 0.71% | +16,015+135.3% | 加碼 |
| Cohen Klingenstein LLC | 27,700 | $1,309 萬 | 0.61% | 00.0% | 不變 |
| Veritable, L.P. | 27,563 | $1,303 萬 | 0.22% | +748+2.8% | 加碼 |
| FORA Capital, LLC | 27,479 | $1,299 萬 | 1.30% | +23,475+586.3% | 加碼 |
| Bridgecreek Investment Management, LLC | 27,450 | $1,297 萬 | 2.67% | −200−0.7% | 減碼 |
| Engine No. 1 LLC | 27,390 | $1,294 萬 | 6.07% | −8,210−23.1% | 減碼 |
| Cresset Asset Management, LLC | 27,244 | $1,288 萬 | 0.26% | −612−2.2% | 減碼 |
| Clough Capital Partners L P | 27,132 | $1,282 萬 | 1.38% | −17,789−39.6% | 減碼 |
| Segment Wealth Management, LLC | 27,113 | $1,281 萬 | 1.45% | +318+1.2% | 加碼 |
| Engle Capital Management, L.P. | 27,000 | $1,276 萬 | 4.18% | −24,000−47.1% | 減碼 |
| Allworth Financial LP | 26,952 | $1,274 萬 | 0.13% | −16−0.1% | 減碼 |
| Trillium Asset Management, LLC | 26,089 | $1,270 萬 | 0.37% | −377−1.4% | 減碼 |
| Capital International Sarl | 26,867 | $1,270 萬 | 0.64% | +14,838+123.4% | 加碼 |
| Pioneer Trust Bank N A | 26,820 | $1,267 萬 | 3.73% | −287−1.1% | 減碼 |
| Level Four Advisory Services, LLC | 26,762 | $1,265 萬 | 0.83% | −890−3.2% | 減碼 |
| Logan Capital Management Inc | 26,700 | $1,262 萬 | 0.61% | +100.0% | 加碼 |
| Cullinan Associates Inc | 26,685 | $1,261 萬 | 0.74% | +317+1.2% | 加碼 |
| Torray LLC | 26,677 | $1,261 萬 | 2.26% | +20.0% | 加碼 |
| Quest Investment Management LLC | 26,666 | $1,260 萬 | 1.73% | +1,537+6.1% | 加碼 |
| Copeland Capital Management, LLC | 26,598 | $1,257 萬 | 0.30% | −939−3.4% | 減碼 |
| Comerica Securities,inc. | 26,460 | $1,250 萬 | 0.91% | −487−1.8% | 減碼 |
| Walleye Trading LLC | 26,209 | $1,239 萬 | 0.44% | −47,897−64.6% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 26,194 | $1,238 萬 | 0.91% | −1,321−4.8% | 減碼 |
| Empirical Finance, LLC | 26,142 | $1,235 萬 | 1.16% | +1,356+5.5% | 加碼 |
| Sectoral Asset Management Inc | 26,075 | $1,232 萬 | 2.37% | +800+3.2% | 加碼 |
| Marks Group Wealth Management, Inc | 25,911 | $1,225 萬 | 1.56% | +645+2.6% | 加碼 |
| Stonnington Group, LLC | 23,188 | $1,220 萬 | 3.18% | −1,581−6.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 25,551 | $1,208 萬 | 0.48% | −1,356−5.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 25,545 | $1,207 萬 | 1.06% | +1,657+6.9% | 加碼 |
| Highlander Capital Management, LLC | 25,540 | $1,207 萬 | 5.91% | +200+0.8% | 加碼 |
| Connors Investor Services Inc | 25,518 | $1,206 萬 | 1.42% | +146+0.6% | 加碼 |
| Quantinno Capital Management LP | 25,340 | $1,198 萬 | 0.79% | +3,815+17.7% | 加碼 |
| TD Private Client Wealth LLC | 25,288 | $1,195 萬 | 0.54% | −606−2.3% | 減碼 |
| Addenda Capital Inc. | 25,273 | $1,194 萬 | 0.49% | −358−1.4% | 減碼 |
| Leuthold Group, LLC | 25,244 | $1,193 萬 | 1.58% | −1,501−5.6% | 減碼 |
| Tocqueville Asset Management L.P. | 25,224 | $1,192 萬 | 0.23% | −589−2.3% | 減碼 |
| Northern Oak Wealth Management Inc | 25,099 | $1,186 萬 | 1.42% | +3,239+14.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 25,085 | $1,185 萬 | 1.22% | −793−3.1% | 減碼 |
| Horizon Investments, LLC | 25,014 | $1,182 萬 | 0.35% | −11,811−32.1% | 減碼 |
| Bright Rock Capital Management, LLC | 25,000 | $1,181 萬 | 2.95% | 00.0% | 不變 |
| Churchill Management Corp | 24,859 | $1,175 萬 | 0.24% | −5,904−19.2% | 減碼 |
| Meridian Wealth Management, LLC | 24,813 | $1,173 萬 | 1.02% | +306+1.2% | 加碼 |
| Prospera Financial Services Inc | 24,786 | $1,172 萬 | 0.48% | +3,659+17.3% | 加碼 |
| EFG Asset Management (Americas) Corp. | 24,719 | $1,168 萬 | 2.79% | −848−3.3% | 減碼 |
| Greenleaf Trust | 24,535 | $1,159 萬 | 0.13% | +150+0.6% | 加碼 |
| Smithbridge Asset Management Inc | 24,504 | $1,158 萬 | 2.91% | +32+0.1% | 加碼 |
| Buckingham Capital Management, Inc. | 24,446 | $1,155 萬 | 1.85% | +508+2.1% | 加碼 |
| Atlantic Union Bankshares Corp | 24,396 | $1,153 萬 | 1.20% | −2,118−8.0% | 減碼 |
| Heritage Trust Co | 24,359 | $1,151 萬 | 1.81% | −218−0.9% | 減碼 |
| Twin Capital Management Inc | 24,288 | $1,148 萬 | 1.57% | −2,902−10.7% | 減碼 |
| Grimes & Company, Inc. | 23,980 | $1,133 萬 | 0.46% | +707+3.0% | 加碼 |
| Venturi Wealth Management, LLC | 23,854 | $1,127 萬 | 0.93% | −79−0.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 21,217 | $1,125 萬 | 0.20% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 23,590 | $1,115 萬 | 0.63% | −22,507−48.8% | 減碼 |
| Gateway Wealth Partners, LLC | 23,307 | $1,101 萬 | 1.69% | −372−1.6% | 減碼 |
| Everence Capital Management Inc | 23,240 | $1,098 萬 | 0.90% | −860−3.6% | 減碼 |
| Coastline Trust Co | 23,171 | $1,095 萬 | 1.62% | +1,010+4.6% | 加碼 |
| Hyperion Capital Advisors LP | 23,032 | $1,088 萬 | 5.23% | −3,133−12.0% | 減碼 |
| Live Oak Private Wealth LLC | 22,866 | $1,081 萬 | 2.23% | +859+3.9% | 加碼 |
| Glenview Trust Co | 22,843 | $1,080 萬 | 0.32% | +298+1.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,801 | $1,078 萬 | 1.26% | +157+0.7% | 加碼 |
| Janney Capital Management LLC | 22,790 | $1,077 萬 | 0.81% | +5,430+31.3% | 加碼 |
| Mission Wealth Management, LP | 22,671 | $1,071 萬 | 0.45% | +466+2.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 22,522 | $1,064 萬 | 0.21% | −218−1.0% | 減碼 |
| Kempen Capital Management N.V. | 22,511 | $1,064 萬 | 0.20% | −961−4.1% | 減碼 |
| Roundview Capital LLC | 22,328 | $1,055 萬 | 1.10% | +514+2.4% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 22,219 | $1,050 萬 | 0.54% | −2,003−8.3% | 減碼 |
| Stock Yards Bank & Trust Co | 22,155 | $1,047 萬 | 0.40% | −461−2.0% | 減碼 |
| Advisory Research Inc | 22,138 | $1,046 萬 | 1.72% | −18,290−45.2% | 減碼 |