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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 22,131 | $1,046 萬 | 1.16% | −355−1.6% | 減碼 |
| Somerville Kurt F | 22,101 | $1,044 萬 | 1.90% | +590+2.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 21,946 | $1,037 萬 | 1.18% | +159+0.7% | 加碼 |
| CX Institutional | 21,064 | $1,029 萬 | 0.55% | +9,467+81.6% | 加碼 |
| Leavell Investment Management, Inc. | 21,746 | $1,028 萬 | 0.73% | +20+0.1% | 加碼 |
| Hudson Valley Investment Advisors Inc | 21,651 | $1,023 萬 | 1.43% | −1,451−6.3% | 減碼 |
| WoodTrust Financial Corp | 21,525 | $1,017 萬 | 1.97% | +513+2.4% | 加碼 |
| Coldstream Capital Management Inc | 21,497 | $1,016 萬 | 0.34% | +922+4.5% | 加碼 |
| American National Bank | 21,467 | $1,015 萬 | 1.87% | +1,014+5.0% | 加碼 |
| Tradewinds, LLC. | 21,400 | $1,011 萬 | 6.13% | +21,400 | 新進 |
| Berger Financial Group, Inc | 21,282 | $1,006 萬 | 1.21% | +726+3.5% | 加碼 |
| Night Owl Capital Management, LLC | 21,150 | $999.5 萬 | 3.61% | +21,150 | 新進 |
| Signaturefd, LLC | 21,046 | $994.6 萬 | 0.27% | +150+0.7% | 加碼 |
| Two Sigma Securities, LLC | 21,045 | $994.6 萬 | 0.82% | +20,231+2,485.4% | 加碼 |
| Itau Unibanco Holding S.A. | 21,002 | $992.5 萬 | 0.50% | +19,912+1,826.8% | 加碼 |
| Wolverine Asset Management LLC | 20,973 | $991.2 萬 | 0.18% | +20,546+4,811.7% | 加碼 |
| Scholtz & Company, LLC | 20,851 | $985.4 萬 | 7.04% | −3,250−13.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 20,660 | $976.4 萬 | 2.34% | +293+1.4% | 加碼 |
| Dakota Wealth Management | 20,518 | $969.7 萬 | 0.65% | −14,608−41.6% | 減碼 |
| Advisory Services Network, LLC | 20,385 | $963.4 萬 | 0.27% | +1,063+5.5% | 加碼 |
| Central Bank & Trust Co | 20,354 | $961.9 萬 | 1.71% | −877−4.1% | 減碼 |
| Covington Investment Advisors Inc. | 20,342 | $961.3 萬 | 2.11% | −110−0.5% | 減碼 |
| Caldwell Trust Co | 20,287 | $958.7 萬 | 1.33% | −63−0.3% | 減碼 |
| Princeton Global Asset Management LLC | 20,253 | $957.1 萬 | 2.75% | +1,364+7.2% | 加碼 |
| Greenwich Wealth Management LLC | 20,246 | $956.8 萬 | 1.04% | −237−1.2% | 減碼 |
| Guardian Capital Advisors LP | 18,324 | $955.0 萬 | 1.10% | +2,630+16.8% | 加碼 |
| Strong Tower Advisory Services | 20,138 | $951.7 萬 | 5.02% | +64+0.3% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $950.8 萬 | 8.90% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 19,968 | $943.7 萬 | 3.26% | +495+2.5% | 加碼 |
| Richard Bernstein Advisors LLC | 19,890 | $940.0 萬 | 0.20% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 19,792 | $935.3 萬 | 0.82% | +1,498+8.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 19,744 | $933.1 萬 | 0.67% | −502−2.5% | 減碼 |
| Zions Bancorporation, N.A. | 19,741 | $932.9 萬 | 0.80% | +1,730+9.6% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,740 | $932.9 萬 | 2.27% | +85+0.4% | 加碼 |
| American Trust | 19,688 | $930.4 萬 | 0.65% | +1,528+8.4% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 19,566 | $924.7 萬 | 1.07% | −654−3.2% | 減碼 |
| Lincoln Capital Corp | 19,565 | $924.6 萬 | 5.36% | +466+2.4% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 19,494 | $921.3 萬 | 0.23% | +19,494 | 新進 |
| Sigma Planning Corp | 19,469 | $920.1 萬 | 0.31% | −8,587−30.6% | 減碼 |
| Polar Capital Holdings Plc | 19,457 | $919.5 萬 | 0.07% | −93,988−82.8% | 減碼 |
| First Citizens Bank & Trust Co | 19,423 | $917.9 萬 | 0.18% | +450+2.4% | 加碼 |
| Elk River Wealth Management, LLC | 19,401 | $916.9 萬 | 2.08% | +1,325+7.3% | 加碼 |
| Apollon Wealth Management, LLC | 19,400 | $916.8 萬 | 0.56% | −571−2.9% | 減碼 |
| Great Waters Wealth Management | 18,914 | $915.1 萬 | 1.93% | −223−1.2% | 減碼 |
| Motco | 19,363 | $915.1 萬 | 0.62% | −428−2.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 19,343 | $914.1 萬 | 1.59% | +285+1.5% | 加碼 |
| TCTC Holdings, LLC | 19,317 | $912.9 萬 | 0.37% | +2,554+15.2% | 加碼 |
| Toth Financial Advisory Corp | 19,279 | $911.1 萬 | 1.42% | −315−1.6% | 減碼 |
| Axxcess Wealth Management, LLC | 19,246 | $909.5 萬 | 0.72% | −343−1.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 19,137 | $904.4 萬 | 1.39% | −3,804−16.6% | 減碼 |
| Primecap Management Co | 19,084 | $901.9 萬 | 0.01% | +3,050+19.0% | 加碼 |
| Fragasso Group Inc. | 19,000 | $897.9 萬 | 1.02% | +308+1.6% | 加碼 |
| Profund Advisors LLC | 18,839 | $890.3 萬 | 0.55% | −581−3.0% | 減碼 |
| Compagnie Lombard Odier SCmA | 18,837 | $890.2 萬 | 0.22% | −20,963−52.7% | 減碼 |
| Wedge Capital Management L L P | 18,831 | $889.9 萬 | 0.15% | +5,394+40.1% | 加碼 |
| Tiger Management L.L.C. | 18,800 | $888.5 萬 | 5.34% | 00.0% | 不變 |
| First Hawaiian Bank | 18,796 | $888.3 萬 | 0.30% | −1,513−7.4% | 減碼 |
| Estabrook Capital Management | 18,723 | $884.8 萬 | 1.54% | −67−0.4% | 減碼 |
| KCM Investment Advisors LLC | 18,675 | $882.6 萬 | 0.36% | −1,697−8.3% | 減碼 |
| Telemus Capital, LLC | 18,581 | $878.1 萬 | 0.77% | −99−0.5% | 減碼 |
| Alps Advisors Inc | 18,552 | $876.7 萬 | 0.08% | −2,282−11.0% | 減碼 |
| Wright Investors Service Inc | 18,516 | $875.0 萬 | 2.49% | +3,457+23.0% | 加碼 |
| Venture Visionary Partners LLC | 18,440 | $871.5 萬 | 0.55% | +1,301+7.6% | 加碼 |
| First National Bank of Omaha | 18,423 | $870.7 萬 | 0.53% | −557−2.9% | 減碼 |
| Ostrum Asset Management | 18,385 | $868.9 萬 | 0.76% | +18,385 | 新進 |
| Jones Financial Companies LLLP | 18,337 | $866.6 萬 | 0.01% | +1,140+6.6% | 加碼 |
| Ascent Group, LLC | 18,252 | $862.6 萬 | 0.92% | +1,396+8.3% | 加碼 |
| Forbes J M & Co LLP | 18,144 | $857.5 萬 | 1.17% | −10,452−36.6% | 減碼 |
| Consolidated Planning Corp | 18,037 | $852.4 萬 | 2.21% | +762+4.4% | 加碼 |
| Evoke Wealth, LLC | 18,018 | $851.5 萬 | 0.31% | −291−1.6% | 減碼 |
| Kingsview Wealth Management, LLC | 17,963 | $848.9 萬 | 0.36% | +6,004+50.2% | 加碼 |
| Security National Bank | 17,948 | $848.2 萬 | 2.26% | −1,303−6.8% | 減碼 |
| AlphaStar Capital Management, LLC | 16,597 | $848.1 萬 | 0.72% | +5,530+50.0% | 加碼 |
| MainStreet Investment Advisors LLC | 17,844 | $843.3 萬 | 0.93% | +191+1.1% | 加碼 |
| Sumitomo Life Insurance Co | 17,833 | $842.8 萬 | 0.71% | +208+1.2% | 加碼 |
| RiverFront Investment Group, LLC | 17,762 | $839.4 萬 | 0.30% | +266+1.5% | 加碼 |
| Burt Wealth Advisors | 17,733 | $838.0 萬 | 2.60% | −246−1.4% | 減碼 |
| Avitas Wealth Management LLC | 17,707 | $836.8 萬 | 1.64% | −130−0.7% | 減碼 |
| Evexia Wealth LLC | 17,020 | $834.1 萬 | 4.50% | +17,020 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 17,605 | $832.0 萬 | 2.31% | −613−3.4% | 減碼 |
| Schnieders Capital Management LLC | 17,604 | $831.9 萬 | 1.87% | +175+1.0% | 加碼 |
| Consolidated Investment Group LLC | 17,600 | $831.8 萬 | 1.63% | 00.0% | 不變 |
| Highland Capital Management, LLC | 17,537 | $828.8 萬 | 0.61% | −54−0.3% | 減碼 |
| Sivik Global Healthcare LLC | 17,500 | $827.0 萬 | 3.56% | +9,500+118.8% | 加碼 |
| Ninety One SA (PTY) Ltd | 17,415 | $823.5 萬 | 2.09% | −497−2.8% | 減碼 |
| Morse Asset Management, Inc | 17,395 | $822.1 萬 | 2.78% | −4,698−21.3% | 減碼 |
| Kesler, Norman & Wride, LLC | 17,298 | $817.5 萬 | 2.06% | +350+2.1% | 加碼 |
| Woodmont Investment Counsel LLC | 17,286 | $816.9 萬 | 0.88% | +1,096+6.8% | 加碼 |
| Boston Financial Mangement LLC | 17,282 | $816.7 萬 | 0.32% | −381−2.2% | 減碼 |
| Goelzer Investment Management, Inc. | 17,238 | $814.7 萬 | 0.71% | −4,977−22.4% | 減碼 |
| Trust Co of Vermont | 17,233 | $814.4 萬 | 0.57% | +2,687+18.5% | 加碼 |
| Foundations Investment Advisors, LLC | 17,199 | $812.8 萬 | 0.29% | +78+0.5% | 加碼 |
| Stonegate Investment Group, LLC | 17,162 | $811.1 萬 | 0.30% | +1,273+8.0% | 加碼 |
| Citizens National Bank Trust Department | 17,133 | $809.7 萬 | 2.25% | −50.0% | 減碼 |
| Moody National Bank Trust Division | 17,109 | $808.6 萬 | 0.69% | +92+0.5% | 加碼 |
| Mitchell Capital Management Co | 17,085 | $807.4 萬 | 2.00% | +5,304+45.0% | 加碼 |
| Innovis Asset Management LLC | 17,078 | $807.1 萬 | 3.27% | −435−2.5% | 減碼 |
| Chronos Wealth Management, LLC | 17,045 | $805.5 萬 | 6.05% | −58−0.3% | 減碼 |
| Credit Agricole S A | 16,910 | $799.1 萬 | 0.34% | −17,913−51.4% | 減碼 |
| Stolper Co | 16,874 | $797.4 萬 | 3.42% | −16−0.1% | 減碼 |