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 | 3,054 | $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 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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 2,385 | $114.6 萬 | 0.04% | −247−9.4% | 減碼 |
| First Commonwealth Financial Corp | 2,399 | $115.3 萬 | 0.37% | +95+4.1% | 加碼 |
| Alta Advisers Ltd | 2,400 | $115.4 萬 | 0.65% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,407 | $115.7 萬 | 0.24% | +383+18.9% | 加碼 |
| Weinberger Asset Management, Inc | 2,408 | $115.7 萬 | 0.64% | −9−0.4% | 減碼 |
| CFM Wealth Partners LLC | 2,423 | $116.5 萬 | 0.28% | −57−2.3% | 減碼 |
| Mark Stevens | 2,426 | $116.6 萬 | 0.15% | +74+3.1% | 加碼 |
| McDaniel Terry & Co | 2,429 | $116.7 萬 | 0.12% | +325+15.4% | 加碼 |
| ERn Financial, LLC | 2,429 | $116.7 萬 | 0.24% | +34+1.4% | 加碼 |
| Prudent Man Advisors, LLC | 2,430 | $116.8 萬 | 0.44% | −49−2.0% | 減碼 |
| Sendero Wealth Management, LLC | 2,437 | $117.1 萬 | 0.26% | −3,773−60.8% | 減碼 |
| Secure Asset Management, LLC | 2,437 | $117.2 萬 | 0.36% | +119+5.1% | 加碼 |
| Nicolet Bankshares Inc | 2,439 | $117.2 萬 | 0.33% | +136+5.9% | 加碼 |
| WT Wealth Management | 2,440 | $117.3 萬 | 0.49% | −70−2.8% | 減碼 |
| Westside Investment Management, Inc. | 2,440 | $117.3 萬 | 0.33% | +37+1.5% | 加碼 |
| West Michigan Advisors, LLC | 2,445 | $117.5 萬 | 0.47% | −198−7.5% | 減碼 |
| Waterloo Capital, L.P. | 2,449 | $117.7 萬 | 0.35% | −218−8.2% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,471 | $117.7 萬 | 1.12% | −77−3.0% | 減碼 |
| Spirit of America Management Corp | 2,450 | $117.8 萬 | 0.27% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 2,450 | $117.8 萬 | 0.18% | +289+13.4% | 加碼 |
| Vista Finance, LLC | 2,456 | $118.1 萬 | 1.85% | −32−1.3% | 減碼 |
| Phillips Wealth Planners LLC | 2,457 | $118.1 萬 | 1.55% | −358−12.7% | 減碼 |
| CoreFirst Bank & Trust | 2,459 | $118.2 萬 | 0.83% | −239−8.9% | 減碼 |
| Bard Financial Services, Inc. | 2,460 | $118.2 萬 | 0.09% | 00.0% | 不變 |
| Capital Market Strategies LLC | 2,461 | $118.3 萬 | 1.09% | +2,461 | 新進 |
| KRS Capital Management, LLC | 2,465 | $118.5 萬 | 1.18% | +38+1.6% | 加碼 |
| Fortis Capital Management LLC | 2,468 | $118.6 萬 | 0.42% | +128+5.5% | 加碼 |
| Cable Hill Partners, LLC | 2,468 | $118.6 萬 | 0.15% | −138−5.3% | 減碼 |
| Camden Capital, LLC | 2,471 | $118.8 萬 | 0.14% | −10−0.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,484 | $119.4 萬 | 0.14% | +297+13.6% | 加碼 |
| California First Leasing Corp | 2,489 | $119.6 萬 | 0.73% | 00.0% | 不變 |
| XR Securities LLC | 2,491 | $119.7 萬 | 1.85% | −1,144−31.5% | 減碼 |
| MCF Advisors LLC | 2,498 | $120.1 萬 | 0.11% | +210+9.2% | 加碼 |
| Harbert Fund Advisors, Inc. | 2,500 | $120.2 萬 | 0.77% | −1,500−37.5% | 減碼 |
| Reuter James Wealth Management, LLC | 2,511 | $120.7 萬 | 1.45% | −140−5.3% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,514 | $120.8 萬 | 1.09% | −40−1.6% | 減碼 |
| Clarity Financial LLC | 2,522 | $121.2 萬 | 0.18% | +381+17.8% | 加碼 |
| Crawford Investment Counsel Inc | 2,527 | $121.4 萬 | 0.02% | −410−14.0% | 減碼 |
| Aaron Wealth Advisors | 2,529 | $121.6 萬 | 0.16% | +127+5.3% | 加碼 |
| Machina Capital S.A.S. | 2,529 | $121.6 萬 | 0.69% | +2,495+7,338.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,533 | $121.8 萬 | 0.27% | −131−4.9% | 減碼 |
| Parkside Financial Bank & Trust | 2,553 | $122.7 萬 | 0.29% | +23+0.9% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,555 | $122.8 萬 | 0.14% | −17−0.7% | 減碼 |
| Everett Harris & Co | 2,555 | $122.8 萬 | 0.02% | +509+24.9% | 加碼 |
| Vivaldi Capital Management, LLC | 2,561 | $123.1 萬 | 0.38% | +160+6.7% | 加碼 |
| Ropes Wealth Advisors LLC | 2,566 | $123.3 萬 | 0.20% | +288+12.6% | 加碼 |
| Silver Oak Securities, Inc | 2,572 | $123.6 萬 | 0.20% | +700+37.4% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 2,587 | $124.4 萬 | 0.39% | −91−3.4% | 減碼 |
| Apeiron RIA LLC | 2,590 | $124.5 萬 | 0.43% | +9+0.3% | 加碼 |
| Gitterman Wealth Management, LLC | 2,593 | $124.6 萬 | 0.58% | −414−13.8% | 減碼 |
| Sargent Investment Group, LLC | 2,593 | $124.6 萬 | 0.30% | +289+12.5% | 加碼 |
| Fairfield Financial Advisors, LTD | 2,596 | $124.8 萬 | 0.50% | +1,140+78.3% | 加碼 |
| Wealth Management Partners, LLC | 2,598 | $124.9 萬 | 0.78% | +155+6.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,599 | $124.9 萬 | 0.00% | −10.0% | 減碼 |
| Investment Partners, Ltd. | 2,604 | $125.2 萬 | 0.65% | +250+10.6% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,607 | $125.3 萬 | 0.20% | +164+6.7% | 加碼 |
| Financial Insights, Inc. | 2,608 | $125.4 萬 | 0.46% | +454+21.1% | 加碼 |
| TLWM | 2,610 | $125.4 萬 | 0.36% | +37+1.4% | 加碼 |
| Invenio Wealth Partners LLC | 2,617 | $125.8 萬 | 1.43% | +2,617 | 新進 |
| Wallace Advisory Group, LLC | 2,662 | $125.8 萬 | 0.96% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 2,620 | $125.9 萬 | 0.11% | +922+54.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,625 | $126.2 萬 | 0.14% | −126−4.6% | 減碼 |
| Riverview Trust Co | 2,629 | $126.4 萬 | 1.15% | 00.0% | 不變 |
| First National Bank of Hutchinson | 2,637 | $126.7 萬 | 0.93% | +18+0.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,640 | $126.9 萬 | 0.87% | −90−3.3% | 減碼 |
| New England Research & Management, Inc. | 2,640 | $126.9 萬 | 0.74% | +110+4.3% | 加碼 |
| Archer Investment Corp | 2,641 | $126.9 萬 | 0.45% | +502+23.5% | 加碼 |
| Strategy Asset Managers LLC | 2,642 | $127.0 萬 | 0.28% | +1,190+82.0% | 加碼 |
| Townsend Asset Management Corp | 2,643 | $127.1 萬 | 0.61% | +182+7.4% | 加碼 |
| Genesee Capital Advisors, LLC | 2,644 | $127.1 萬 | 0.87% | −270−9.3% | 減碼 |
| Kensington Investment Counsel, LLC | 2,646 | $127.2 萬 | 0.81% | 00.0% | 不變 |
| Droms Strauss Advisors Inc | 2,702 | $127.3 萬 | 0.53% | −7−0.3% | 減碼 |
| Atlas Capital Advisors LLC | 2,656 | $127.7 萬 | 0.19% | 00.0% | 不變 |
| Caldwell Investment Management Ltd. | 2,690 | $128.2 萬 | 0.97% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 2,669 | $128.3 萬 | 0.67% | +71+2.7% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,673 | $128.5 萬 | 0.49% | −6−0.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 2,680 | $128.8 萬 | 0.64% | −59−2.2% | 減碼 |
| GraniteShares Advisors LLC | 2,682 | $128.9 萬 | 1.16% | −93−3.4% | 減碼 |
| Heron Financial Group, LLC | 2,682 | $128.9 萬 | 0.69% | −10.0% | 減碼 |
| Endurance Wealth Management, Inc. | 2,685 | $129.1 萬 | 0.18% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 2,690 | $129.3 萬 | 0.23% | +15+0.6% | 加碼 |
| Bank of Stockton | 2,692 | $129.4 萬 | 0.44% | +22+0.8% | 加碼 |
| Garrison Point Advisors, LLC | 2,693 | $129.4 萬 | 0.93% | −75−2.7% | 減碼 |
| Kingdom Financial Group LLC. | 2,695 | $129.6 萬 | 1.27% | +2,695 | 新進 |
| City State Bank | 2,697 | $129.6 萬 | 0.70% | +52+2.0% | 加碼 |
| Beacon Financial Group | 2,723 | $129.7 萬 | 0.18% | −208−7.1% | 減碼 |
| St. Johns Investment Management Company, LLC | 2,699 | $129.7 萬 | 0.70% | +138+5.4% | 加碼 |
| Codex Capital, L.L.C. | 2,700 | $129.8 萬 | 0.84% | 00.0% | 不變 |
| Diversified, LLC | 2,707 | $130.1 萬 | 0.33% | −40−1.5% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 2,456 | $130.1 萬 | 2.44% | +25+1.0% | 加碼 |
| Aletheian Wealth Advisors LLC | 2,707 | $130.1 萬 | 0.89% | +2,006+286.2% | 加碼 |
| BlueCrest Capital Management Ltd | 2,715 | $130.5 萬 | 0.17% | +2,715 | 新進 |
| Chicago Partners Investment Group LLC | 2,587 | $130.6 萬 | 0.07% | −473−15.5% | 減碼 |
| Ellis Investment Partners, LLC | 2,719 | $130.7 萬 | 0.32% | +69+2.6% | 加碼 |
| Ashburton (Jersey) Ltd | 2,722 | $130.8 萬 | 0.64% | −845−23.7% | 減碼 |
| MBL Wealth, LLC | 2,722 | $130.8 萬 | 0.18% | −6−0.2% | 減碼 |
| Triasima Portfolio Management inc. | 2,060 | $131.1 萬 | 0.08% | −4,380−68.0% | 減碼 |
| Covenant Partners, LLC | 2,735 | $131.5 萬 | 0.47% | −124−4.3% | 減碼 |
| Ronald Blue Trust, Inc. | 2,783 | $131.5 萬 | 0.02% | −4,757−63.1% | 減碼 |
| Meridian Financial Partners LLC | 2,611 | $131.7 萬 | 0.79% | +153+6.2% | 加碼 |