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 2 季 13F 持有人
UnitedHealth Group Inc 在 2023/6/30 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
- 3,136
- 較 2023 年第 1 季 +46 家
- 持有股數
- 8.08 億
- 較 2023 年第 1 季 −7,049 萬 (−8.0%)
- 總市值
- $3,884 億
- 較 2023 年第 1 季 +$49.5 億 (+1.3%)
- 新進機構
- 168
- 另有 1,451 家加碼
- 清倉機構
- 122
- 另有 1,180 家減碼
另有 24 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 1,823 | $81.6 萬 | 0.32% | +202+12.5% | 加碼 |
| Birinyi Associates Inc | 1,700 | $81.7 萬 | 0.30% | −800−32.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,705 | $82.0 萬 | 0.05% | −2,377−58.2% | 減碼 |
| Vigilare Wealth Management | 1,709 | $82.1 萬 | 0.47% | −367−17.7% | 減碼 |
| First Western Trust Bank | 1,710 | $82.2 萬 | 0.04% | −11−0.6% | 減碼 |
| Buffington Mohr McNeal | 1,713 | $82.3 萬 | 0.18% | −121−6.6% | 減碼 |
| Oxford Financial Group Ltd | 1,714 | $82.4 萬 | 0.08% | +1,014+144.9% | 加碼 |
| Summit Wealth Group, LLC | 1,718 | $82.6 萬 | 0.33% | −810,192−99.8% | 減碼 |
| Amarillo National Bank | 1,723 | $82.8 萬 | 0.16% | −5−0.3% | 減碼 |
| Jeppson Wealth Management, LLC | 1,723 | $82.8 萬 | 0.36% | 00.0% | 不變 |
| Heron Bay Capital Management | 1,725 | $82.9 萬 | 0.23% | 00.0% | 不變 |
| Founders Capital Management, LLC | 1,731 | $83.2 萬 | 0.19% | 00.0% | 不變 |
| TCM Advisors, LLC | – | $83.3 萬 | 0.36% | – | – |
| ICICI Prudential Asset Management Co Ltd | 1,735 | $83.4 萬 | 0.11% | −1,790−50.8% | 減碼 |
| Atlas Brown,Inc. | 1,739 | $83.6 萬 | 0.37% | −297−14.6% | 減碼 |
| Buckingham Strategic Partners | 1,741 | $83.7 萬 | 0.05% | −36−2.0% | 減碼 |
| Intellectus Partners, LLC | 1,742 | $83.7 萬 | 0.25% | 00.0% | 不變 |
| Detalus Advisors, LLC | 1,743 | $83.8 萬 | 0.38% | −122−6.5% | 減碼 |
| E Fund Management Co., Ltd. | 1,745 | $83.9 萬 | 0.07% | −205−10.5% | 減碼 |
| Pointe Capital Management LLC | 1,750 | $84.1 萬 | 0.64% | +15+0.9% | 加碼 |
| Aveo Capital Partners, LLC | 1,754 | $84.3 萬 | 0.11% | +118+7.2% | 加碼 |
| DAGCO, Inc. | 1,756 | $84.4 萬 | 0.42% | −40−2.2% | 減碼 |
| Chapin Davis, Inc. | 1,757 | $84.5 萬 | 0.40% | +28+1.6% | 加碼 |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $84.6 萬 | 0.77% | 00.0% | 不變 |
| Camden National Bank | 1,761 | $84.6 萬 | 0.17% | +120+7.3% | 加碼 |
| Breakwater Capital Group | 1,765 | $84.8 萬 | 0.31% | +66+3.9% | 加碼 |
| Legacy Capital Group California, Inc. | 1,767 | $84.9 萬 | 0.35% | +41+2.4% | 加碼 |
| Summit Wealth Partners, LLC | 1,768 | $85.0 萬 | 0.21% | −691−28.1% | 減碼 |
| Gould Asset Management LLC | 1,768 | $85.0 萬 | 0.24% | −125−6.6% | 減碼 |
| Capital Advisors Wealth Management, LLC | 1,773 | $85.2 萬 | 0.22% | +135+8.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 1,774 | $85.3 萬 | 0.63% | −14−0.8% | 減碼 |
| Sonoma Private Wealth LLC | 1,777 | $85.4 萬 | 1.49% | −18−1.0% | 減碼 |
| Cannell Peter B & Co Inc | 1,780 | $85.6 萬 | 0.03% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 1,780 | $85.6 萬 | 0.29% | −37−2.0% | 減碼 |
| WealthTrust Axiom LLC | 1,781 | $85.6 萬 | 0.28% | +25+1.4% | 加碼 |
| Imprint Wealth LLC | 1,716 | $85.7 萬 | 0.54% | +460+36.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,788 | $85.9 萬 | 0.08% | +214+13.6% | 加碼 |
| Angeles Wealth Management, LLC | 1,789 | $86.0 萬 | 0.12% | −266−12.9% | 減碼 |
| White Pine Capital LLC | 1,790 | $86.0 萬 | 0.32% | +417+30.4% | 加碼 |
| Stelac Advisory Services LLC | 1,792 | $86.1 萬 | 0.38% | −134−7.0% | 減碼 |
| DCM Advisors, LLC | 1,793 | $86.2 萬 | 0.37% | +253+16.4% | 加碼 |
| Riverpark Capital Management LLC | 1,794 | $86.2 萬 | 1.53% | +732+68.9% | 加碼 |
| Ignite Planners, LLC | 1,868 | $86.2 萬 | 0.33% | −291−13.5% | 減碼 |
| Asset Management Group, Inc. | 1,796 | $86.3 萬 | 0.18% | +61+3.5% | 加碼 |
| Ambassador Advisors, LLC | 1,704 | $86.6 萬 | 0.20% | +221+14.9% | 加碼 |
| Phocas Financial Corp. | 1,805 | $86.8 萬 | 0.12% | +85+4.9% | 加碼 |
| Callan Family Office, LLC | 1,806 | $86.8 萬 | 0.23% | −2,539−58.4% | 減碼 |
| First Pacific Financial | 1,807 | $86.9 萬 | 0.37% | −2−0.1% | 減碼 |
| Resolute Wealth Strategies, LLC | 1,808 | $86.9 萬 | 0.67% | +43+2.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 1,809 | $86.9 萬 | 0.17% | −3−0.2% | 減碼 |
| First Pacific Advisors, LP | 1,810 | $87.0 萬 | 0.01% | +300+19.9% | 加碼 |
| West Paces Advisors Inc. | 1,811 | $87.0 萬 | 0.26% | +3+0.2% | 加碼 |
| Cookson Peirce & Co Inc | 1,814 | $87.2 萬 | 0.05% | −29,507−94.2% | 減碼 |
| Resonant Capital Advisors, LLC | 1,818 | $87.4 萬 | 0.09% | +73+4.2% | 加碼 |
| Alpha Family Trust | 1,820 | $87.5 萬 | 0.61% | −95−5.0% | 減碼 |
| Y.D. More Investments Ltd | 1,821 | $87.5 萬 | 0.22% | +548+43.0% | 加碼 |
| Paladin Advisory Group, LLC | 1,821 | $87.5 萬 | 0.70% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 1,824 | $87.7 萬 | 0.07% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 1,825 | $87.7 萬 | 0.64% | +1,825 | 新進 |
| MBM Wealth Consultants, LLC | 1,945 | $87.9 萬 | 0.38% | +228+13.3% | 加碼 |
| Aspen Wealth Strategies, LLC | 1,830 | $87.9 萬 | 0.67% | +39+2.2% | 加碼 |
| SMART Wealth LLC | 1,831 | $88.0 萬 | 0.66% | −31−1.7% | 減碼 |
| Northwest Bancshares, Inc. | 1,833 | $88.1 萬 | 0.16% | +47+2.6% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,835 | $88.2 萬 | 0.04% | −104−5.4% | 減碼 |
| Western Financial Corp | 1,841 | $88.5 萬 | 0.60% | −14−0.8% | 減碼 |
| BSW Wealth Partners | 1,841 | $88.5 萬 | 0.18% | +38+2.1% | 加碼 |
| Colonial River Wealth Management, LLC | 1,845 | $88.7 萬 | 0.58% | −380−17.1% | 減碼 |
| GW Henssler & Associates Ltd | 1,845 | $88.7 萬 | 0.06% | −42−2.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 1,857 | $89.3 萬 | 0.08% | +47+2.6% | 加碼 |
| Campion Asset Management LLC | 1,860 | $89.4 萬 | 0.80% | −10−0.5% | 減碼 |
| American State Bank (Iowa) | 1,861 | $89.4 萬 | 0.62% | −194−9.4% | 減碼 |
| Capula Management Ltd | 1,866 | $89.7 萬 | 0.11% | −6,396−77.4% | 減碼 |
| 1776 Wealth LLC | 1,866 | $89.7 萬 | 0.47% | −101−5.1% | 減碼 |
| Profit Investment Management, LLC | 1,869 | $89.8 萬 | 0.58% | −27−1.4% | 減碼 |
| Semus Wealth Partners LLC | 1,875 | $90.1 萬 | 0.83% | +490+35.4% | 加碼 |
| Convergence Investment Partners, LLC | 1,879 | $90.3 萬 | 0.52% | −75−3.8% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,882 | $90.5 萬 | 0.26% | −65−3.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 1,883 | $90.5 萬 | 0.12% | −217−10.3% | 減碼 |
| Prosperity Financial Group, Inc. | 1,886 | $90.6 萬 | 0.80% | +87+4.8% | 加碼 |
| Avalon Trust Co | 1,888 | $90.7 萬 | 0.08% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 1,892 | $90.9 萬 | 0.95% | 00.0% | 不變 |
| Argent Advisors, Inc. | 1,893 | $91.0 萬 | 0.42% | +101+5.6% | 加碼 |
| Caldwell Sutter Capital, Inc. | 1,898 | $91.2 萬 | 0.48% | +638+50.6% | 加碼 |
| Clarus Group, Inc. | 1,905 | $91.6 萬 | 0.67% | +867+83.5% | 加碼 |
| Professional Financial Advisors, LLC | 1,905 | $91.6 萬 | 0.47% | −333−14.9% | 減碼 |
| Virginia Wealth Management Group, Inc. | 1,906 | $91.6 萬 | 0.63% | −12−0.6% | 減碼 |
| Saxon Interests, Inc. | 1,910 | $91.8 萬 | 0.49% | +5+0.3% | 加碼 |
| JSF Financial, LLC | 1,913 | $91.9 萬 | 0.33% | −84−4.2% | 減碼 |
| Advisory Alpha, LLC | 1,913 | $92.0 萬 | 0.05% | +403+26.7% | 加碼 |
| Cooper Financial Group | 1,917 | $92.1 萬 | 0.23% | +382+24.9% | 加碼 |
| Garde Capital, Inc. | 1,919 | $92.2 萬 | 0.08% | +1,000+108.8% | 加碼 |
| Abacus Planning Group, Inc. | 1,923 | $92.4 萬 | 0.22% | +6+0.3% | 加碼 |
| Berkeley Capital Partners, LLC | 1,924 | $92.5 萬 | 0.33% | −44−2.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,926 | $92.6 萬 | 0.21% | +118+6.5% | 加碼 |
| Islay Capital Management, LLC | 1,926 | $92.6 萬 | 0.82% | 00.0% | 不變 |
| Soundwatch Capital LLC | 1,901 | $92.8 萬 | 0.24% | +88+4.9% | 加碼 |
| My Personal CFO, LLC | 1,935 | $93.0 萬 | 0.73% | −7−0.4% | 減碼 |
| ICA Group Wealth Management, LLC | 1,937 | $93.1 萬 | 0.23% | −1,459−43.0% | 減碼 |
| ASB Consultores, LLC | 1,938 | $93.1 萬 | 0.45% | +1+0.1% | 加碼 |
| Bowman & Co S.C. | 1,937 | $93.3 萬 | 0.71% | +52+2.8% | 加碼 |