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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 1,944 | $93.4 萬 | 0.59% | +40+2.1% | 加碼 |
| Wall Street Access Asset Management, LLC | 1,951 | $93.8 萬 | 0.54% | −23−1.2% | 減碼 |
| Palumbo Wealth Management LLC | 1,957 | $94.1 萬 | 0.58% | +1,957 | 新進 |
| ORG Partners LLC | 1,969 | $94.3 萬 | 0.15% | +1,969 | 新進 |
| Evergreen Wealth Management, LLC | 1,972 | $94.8 萬 | 0.74% | +242+14.0% | 加碼 |
| Disciplined Equity Management, Inc. | 1,975 | $94.9 萬 | 0.77% | −15−0.8% | 減碼 |
| Presidio Capital Management, LLC | 1,977 | $95.0 萬 | 0.76% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,977 | $95.0 萬 | 0.67% | +84+4.4% | 加碼 |
| Waterfront Wealth Inc. | 1,867 | $95.2 萬 | 0.28% | +263+16.4% | 加碼 |
| ExodusPoint Capital Management, LP | 1,983 | $95.3 萬 | 0.01% | −4,232−68.1% | 減碼 |
| American Money Management, LLC | 1,986 | $95.4 萬 | 0.24% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 1,990 | $95.6 萬 | 0.21% | +30+1.5% | 加碼 |
| Symmetry Investments LP | 2,000 | $96.1 萬 | 0.28% | −1,200−37.5% | 減碼 |
| STAR Financial Bank | 2,004 | $96.3 萬 | 0.90% | +6+0.3% | 加碼 |
| Epic Trust Investment Advisors, LLC | 2,009 | $96.6 萬 | 1.37% | −588−22.6% | 減碼 |
| Texas Yale Capital Corp. | 2,015 | $96.8 萬 | 0.05% | +50+2.5% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,022 | $97.2 萬 | 0.42% | +61+3.1% | 加碼 |
| First Capital Advisors Group, LLC. | 2,024 | $97.3 萬 | 0.51% | −27−1.3% | 減碼 |
| Eagle Strategies LLC | 2,035 | $97.8 萬 | 0.24% | +12+0.6% | 加碼 |
| McLean Asset Management Corp | 2,041 | $98.1 萬 | 0.38% | +19+0.9% | 加碼 |
| Keystone Financial Group | 2,044 | $98.3 萬 | 0.17% | +2,044 | 新進 |
| Destination Wealth Management | 2,048 | $98.4 萬 | 0.04% | −3,037−59.7% | 減碼 |
| RKL Wealth Management LLC | 2,052 | $98.6 萬 | 0.12% | −294−12.5% | 減碼 |
| RFP Financial Group LLC | 2,055 | $98.7 萬 | 0.40% | +1,682+450.9% | 加碼 |
| Washington Capital Management Inc | 2,053 | $98.7 萬 | 0.84% | −545−21.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,053 | $98.7 萬 | 0.00% | −100−4.6% | 減碼 |
| DRW Securities, LLC | 2,058 | $98.9 萬 | 0.08% | −2,024−49.6% | 減碼 |
| SkyView Investment Advisors, LLC | 2,066 | $99.3 萬 | 0.25% | −2,631−56.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,109 | $99.4 萬 | 0.34% | +278+15.2% | 加碼 |
| Lokken Investment Group LLC | 2,072 | $99.6 萬 | 0.65% | +66+3.3% | 加碼 |
| Clean Yield Group | 2,073 | $99.6 萬 | 0.41% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,077 | $99.8 萬 | 0.09% | +244+13.3% | 加碼 |
| Cardiff Park Advisors, LLC | 2,099 | $100.9 萬 | 0.12% | +210+11.1% | 加碼 |
| Taylor Hoffman Wealth Management | 2,100 | $100.9 萬 | 0.50% | 00.0% | 不變 |
| DGS Capital Management, LLC | 2,102 | $101.0 萬 | 0.50% | +288+15.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,103 | $101.1 萬 | 0.35% | −29−1.4% | 減碼 |
| Charles Schwab Trust Co | 2,075 | $101.1 萬 | 0.12% | −2−0.1% | 減碼 |
| Titleist Asset Management, LLC | 2,110 | $101.4 萬 | 0.20% | +537+34.1% | 加碼 |
| Colton Groome Financial Advisors, LLC | 2,112 | $101.5 萬 | 0.48% | +244+13.1% | 加碼 |
| Wealth Management Associates, Inc. | 2,118 | $101.8 萬 | 0.58% | −40−1.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,130 | $102.4 萬 | 0.19% | +70+3.4% | 加碼 |
| Sovereign Financial Group, Inc. | 2,131 | $102.4 萬 | 0.33% | +109+5.4% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,133 | $102.5 萬 | 1.03% | −44−2.0% | 減碼 |
| Maven Securities LTD | 2,139 | $102.8 萬 | 0.15% | +2,139 | 新進 |
| Alphadyne Asset Management LP | 2,144 | $103.0 萬 | 3.15% | +2,144 | 新進 |
| Five Oceans Advisors | 2,146 | $103.1 萬 | 0.66% | +130+6.4% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,144 | $103.2 萬 | 0.08% | −199−8.5% | 減碼 |
| Concord Asset Management, LLC | 2,147 | $103.2 萬 | 0.36% | +362+20.3% | 加碼 |
| Wallace Capital Management Inc. | 2,150 | $103.3 萬 | 0.16% | +2,150 | 新進 |
| Centerpoint Advisors, LLC | 2,151 | $103.4 萬 | 0.42% | −94−4.2% | 減碼 |
| One Wealth Advisors, LLC | 2,164 | $104.0 萬 | 0.22% | −29−1.3% | 減碼 |
| ABLE Financial Group, LLC | 2,165 | $104.1 萬 | 0.54% | +565+35.3% | 加碼 |
| PBMares Wealth Management LLC | 2,167 | $104.1 萬 | 0.37% | 00.0% | 不變 |
| Epiq Partners, LLC | 2,178 | $104.7 萬 | 0.71% | 00.0% | 不變 |
| Forte Capital LLC | 2,184 | $105.0 萬 | 0.15% | −5−0.2% | 減碼 |
| Snider Financial Group | 2,186 | $105.1 萬 | 0.50% | +2,186 | 新進 |
| Armstrong Advisory Group, Inc | 2,188 | $105.2 萬 | 0.11% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 2,191 | $105.3 萬 | 0.57% | −114−4.9% | 減碼 |
| Montecito Bank & Trust | 2,191 | $105.3 萬 | 0.24% | +10+0.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,201 | $105.8 萬 | 0.20% | +130+6.3% | 加碼 |
| Mill Creek Capital Advisors, LLC | 2,203 | $105.9 萬 | 0.03% | +540+32.5% | 加碼 |
| Fiduciary Planning LLC | 2,206 | $106.0 萬 | 0.49% | +34+1.6% | 加碼 |
| CNB Bank | 2,209 | $106.2 萬 | 0.62% | +129+6.2% | 加碼 |
| Arvest Trust Co N A | 2,099 | $106.3 萬 | 0.06% | −53−2.5% | 減碼 |
| Mendel Money Management | 2,218 | $106.6 萬 | 0.55% | +117+5.6% | 加碼 |
| Briggs Advisory Group, Inc. | 2,219 | $106.6 萬 | 0.60% | +54+2.5% | 加碼 |
| 626 Financial, LLC | 2,223 | $106.9 萬 | 0.68% | −422−16.0% | 減碼 |
| WealthTrust Asset Management, LLC | 2,225 | $106.9 萬 | 0.97% | −789−26.2% | 減碼 |
| Quantum Private Wealth, LLC | 2,229 | $107.1 萬 | 0.50% | +29+1.3% | 加碼 |
| Glassman Wealth Services | 2,232 | $107.3 萬 | 0.17% | −57−2.5% | 減碼 |
| SkyOak Wealth, LLC | 2,242 | $107.8 萬 | 0.30% | +155+7.4% | 加碼 |
| Edentree Asset Management Ltd | 2,250 | $108.1 萬 | 0.37% | +2,250 | 新進 |
| State of Wyoming | 2,260 | $108.6 萬 | 0.32% | +1,095+94.0% | 加碼 |
| Park National Corp | 2,266 | $108.9 萬 | 0.05% | +44+2.0% | 加碼 |
| Allred Capital Management, LLC | 2,267 | $108.9 萬 | 0.53% | −24−1.0% | 減碼 |
| Eisler Capital (US) LLC | 2,267 | $109.0 萬 | 0.60% | +450+24.8% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 2,277 | $109.4 萬 | 0.39% | −188−7.6% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,282 | $109.7 萬 | 0.47% | +69+3.1% | 加碼 |
| Heartland Bank & Trust Co | 2,288 | $110.0 萬 | 0.86% | −177−7.2% | 減碼 |
| Essex Savings Bank | 2,302 | $110.6 萬 | 0.37% | −46−2.0% | 減碼 |
| Joseph Group Capital Management | 2,305 | $110.8 萬 | 0.93% | +349+17.8% | 加碼 |
| Corundum Trust Company, INC | 2,305 | $110.8 萬 | 3.03% | +2,305 | 新進 |
| TBH Global Asset Management, LLC | 2,307 | $110.9 萬 | 0.22% | +691+42.8% | 加碼 |
| Uncommon Cents Investing LLC | 2,310 | $111.0 萬 | 0.39% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 2,325 | $111.7 萬 | 0.14% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 2,326 | $111.8 萬 | 0.84% | +223+10.6% | 加碼 |
| North Ridge Wealth Advisors, Inc. | 2,330 | $112.0 萬 | 1.07% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 2,336 | $112.3 萬 | 0.98% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 0 | $112.4 萬 | 0.07% | −3,714−100.0% | 減碼 |
| Saturna Capital CORP | 2,347 | $112.8 萬 | 0.02% | +128+5.8% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 2,348 | $112.9 萬 | 0.39% | 00.0% | 不變 |
| FLC Capital Advisors | 2,349 | $112.9 萬 | 0.33% | 00.0% | 不變 |
| Riverwater Partners LLC | 2,350 | $113.0 萬 | 1.00% | −60−2.5% | 減碼 |
| OneAscent Financial Services LLC | 2,353 | $113.1 萬 | 0.50% | +401+20.5% | 加碼 |
| Bluesphere Advisors, LLC | 2,358 | $113.3 萬 | 0.79% | +147+6.6% | 加碼 |
| Prentice Wealth Management LLC | 2,363 | $113.6 萬 | 0.51% | +134+6.0% | 加碼 |
| Missouri Trust & Investment Co | 2,363 | $113.6 萬 | 0.64% | +10+0.4% | 加碼 |
| Monument Capital Management | 2,379 | $114.3 萬 | 0.36% | +685+40.4% | 加碼 |
| Peak Asset Management, LLC | 2,379 | $114.3 萬 | 0.26% | −15−0.6% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,385 | $114.6 萬 | 0.38% | −4−0.2% | 減碼 |