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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 2,747 | $132.0 萬 | 0.23% | −14−0.5% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 2,750 | $132.2 萬 | 0.49% | +9+0.3% | 加碼 |
| Corundum Group, Inc. | 2,762 | $132.8 萬 | 0.66% | −637−18.7% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,762 | $132.8 萬 | 0.33% | +60+2.2% | 加碼 |
| Buttonwood Financial Advisors Inc. | 2,769 | $133.1 萬 | 0.83% | +484+21.2% | 加碼 |
| Pure Financial Advisors, Inc. | 2,769 | $133.1 萬 | 0.06% | +8+0.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 2,777 | $133.5 萬 | 0.31% | +12+0.4% | 加碼 |
| Van Leeuwen & Company, LLC | 2,802 | $133.9 萬 | 0.84% | +177+6.7% | 加碼 |
| La Financiere de L'Echiquier | 2,790 | $134.1 萬 | 0.07% | −176,613−98.4% | 減碼 |
| BancorpSouth Bank | 2,791 | $134.1 萬 | 0.12% | +26+0.9% | 加碼 |
| Live Oak Investment Partners | – | $134.2 萬 | 1.12% | – | – |
| KFA Private Wealth Group, LLC | 2,793 | $134.3 萬 | 0.56% | +184+7.1% | 加碼 |
| Pennsylvania Capital Management Inc | 2,797 | $134.4 萬 | 0.58% | +12+0.4% | 加碼 |
| MRP Capital Investments, LLC | 2,799 | $134.5 萬 | 1.32% | −855−23.4% | 減碼 |
| Adirondack Trust Co | 2,657 | $134.5 萬 | 0.63% | −281−9.6% | 減碼 |
| Baldwin Investment Management, LLC | 2,800 | $134.6 萬 | 0.22% | +380+15.7% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 2,784 | $134.8 萬 | 0.71% | +68+2.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,807 | $134.9 萬 | 0.27% | −256−8.4% | 減碼 |
| Absolute Capital Management, LLC | 2,807 | $134.9 萬 | 1.24% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 2,813 | $135.2 萬 | 0.50% | +32+1.2% | 加碼 |
| GoalVest Advisory LLC | 2,815 | $135.3 萬 | 0.70% | +286+11.3% | 加碼 |
| Tandem Capital Management Corp | 2,816 | $135.3 萬 | 0.88% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 2,827 | $135.9 萬 | 1.21% | +124+4.6% | 加碼 |
| LaFleur & Godfrey LLC | 2,837 | $136.4 萬 | 0.20% | +328+13.1% | 加碼 |
| Founders Financial Alliance, LLC | 2,838 | $136.4 萬 | 0.54% | +623+28.1% | 加碼 |
| Edge Capital Group, LLC | 2,838 | $136.4 萬 | 0.08% | +608+27.3% | 加碼 |
| Concord Wealth Partners | 2,845 | $136.8 萬 | 0.29% | +1,274+81.1% | 加碼 |
| FirstPurpose Wealth LLC | 2,854 | $137.2 萬 | 0.59% | +59+2.1% | 加碼 |
| XML Financial, LLC | 2,855 | $137.2 萬 | 0.16% | +141+5.2% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,855 | $137.2 萬 | 0.85% | −39−1.3% | 減碼 |
| Signature Wealth Management Group | 2,855 | $137.2 萬 | 0.64% | +106+3.9% | 加碼 |
| Virtue Capital Management, LLC | 2,915 | $137.3 萬 | 0.23% | −117−3.9% | 減碼 |
| KLCM Advisors, Inc. | 2,860 | $137.5 萬 | 0.27% | −722−20.2% | 減碼 |
| Kingfisher Capital LLC | 2,870 | $138.0 萬 | 0.36% | +85+3.1% | 加碼 |
| E&G Advisors, LP | 2,880 | $138.4 萬 | 0.48% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 2,885 | $138.7 萬 | 0.07% | −146−4.8% | 減碼 |
| LVM Capital Management Ltd | 2,886 | $138.7 萬 | 0.19% | −100−3.3% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,890 | $138.9 萬 | 0.15% | +21+0.7% | 加碼 |
| River & Mercantile Asset Management LLP | 2,890 | $138.9 萬 | 0.27% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 2,890 | $138.9 萬 | 0.27% | −24−0.8% | 減碼 |
| Arbor Capital Management Inc | 2,909 | $139.0 萬 | 1.08% | +103+3.7% | 加碼 |
| Redwood Investment Management, LLC | 2,895 | $139.1 萬 | 0.14% | −768−21.0% | 減碼 |
| Cim Investment Mangement Inc | 2,899 | $139.3 萬 | 0.47% | +155+5.6% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,899 | $139.4 萬 | 0.71% | +25+0.9% | 加碼 |
| Wolf Group Capital Advisors | 2,826 | $139.5 萬 | 0.70% | −51−1.8% | 減碼 |
| Bremer Bank National Association | 2,919 | $140.3 萬 | 0.27% | +17+0.6% | 加碼 |
| Enterprise Financial Services Corp | 2,919 | $140.3 萬 | 0.89% | −36−1.2% | 減碼 |
| Planning Center, Inc. | 2,928 | $140.7 萬 | 0.36% | +17+0.6% | 加碼 |
| Centiva Capital, LP | 2,933 | $141.0 萬 | 0.07% | +391+15.4% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 2,935 | $141.1 萬 | 0.77% | +2,935 | 新進 |
| Everhart Financial Group, Inc. | 2,936 | $141.1 萬 | 0.59% | +290+11.0% | 加碼 |
| Cypress Capital, LLC | 2,940 | $141.3 萬 | 0.41% | +2,940 | 新進 |
| Tolleson Wealth Management, Inc. | 2,942 | $141.4 萬 | 0.34% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 2,960 | $142.3 萬 | 0.12% | +53+1.8% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,962 | $142.4 萬 | 0.46% | +80+2.8% | 加碼 |
| Accurate Wealth Management, LLC | 2,986 | $142.6 萬 | 0.44% | +143+5.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,967 | $142.6 萬 | 0.03% | 00.0% | 不變 |
| Wealth Effects LLC | 2,973 | $142.9 萬 | 0.63% | +10.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,005 | $142.9 萬 | 0.35% | −96−3.1% | 減碼 |
| MJP Associates Inc | 2,980 | $143.2 萬 | 0.47% | +258+9.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $144.2 萬 | 0.52% | 00.0% | 不變 |
| Ally Financial Inc. | 3,000 | $144.2 萬 | 0.20% | +3,000 | 新進 |
| Zullo Investment Group, Inc. | 3,001 | $144.3 萬 | 0.82% | +20+0.7% | 加碼 |
| Davidson Capital Management Inc. | 3,004 | $144.4 萬 | 0.72% | +27+0.9% | 加碼 |
| Legacy Bridge, LLC | 3,010 | $144.7 萬 | 0.97% | −200−6.2% | 減碼 |
| Mason & Associates Inc | 3,011 | $144.7 萬 | 0.43% | +479+18.9% | 加碼 |
| Tiedemann Advisors, LLC | 3,014 | $144.8 萬 | 0.06% | +10.0% | 加碼 |
| Catalyst Capital Advisors LLC | 3,014 | $144.9 萬 | 0.04% | +1,514+100.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 3,023 | $145.3 萬 | 0.02% | −55,191−94.8% | 減碼 |
| Cambridge Advisors Inc. | 3,032 | $145.7 萬 | 0.37% | −73−2.4% | 減碼 |
| One Capital Management, LLC | 3,034 | $145.8 萬 | 0.07% | −457−13.1% | 減碼 |
| First County Bank | 3,039 | $146.1 萬 | 0.71% | −95−3.0% | 減碼 |
| Yarbrough Capital, LLC | 3,043 | $146.3 萬 | 0.08% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 3,049 | $146.5 萬 | 0.21% | +205+7.2% | 加碼 |
| Vectors Research Management, LLC | 3,056 | $146.9 萬 | 0.42% | +32+1.1% | 加碼 |
| Brand Asset Management Group, Inc. | 3,057 | $146.9 萬 | 0.70% | +10.0% | 加碼 |
| Commons Capital, LLC | 3,063 | $147.2 萬 | 2.22% | +117+4.0% | 加碼 |
| Millington Financial Advisors, LLC | 3,074 | $147.8 萬 | 1.31% | −31−1.0% | 減碼 |
| Westhampton Capital, LLC | 3,082 | $148.2 萬 | 0.96% | +495+19.1% | 加碼 |
| Samalin Investment Counsel, LLC | 3,085 | $148.3 萬 | 0.80% | +190+6.6% | 加碼 |
| NEIRG Wealth Management, LLC | 3,097 | $148.9 萬 | 0.27% | −13−0.4% | 減碼 |
| Benjamin Edwards Inc | 3,115 | $149.7 萬 | 0.35% | −96−3.0% | 減碼 |
| Mechanics Financial Corp | 3,127 | $150.3 萬 | 0.82% | −18−0.6% | 減碼 |
| Main Street Financial Solutions, LLC | 3,129 | $150.4 萬 | 0.20% | +180+6.1% | 加碼 |
| Intrua Financial, LLC | 3,129 | $150.4 萬 | 0.27% | −51−1.6% | 減碼 |
| Ellevest, Inc. | 3,144 | $151.1 萬 | 0.11% | +284+9.9% | 加碼 |
| Sterling Investment Counsel, LLC | 3,145 | $151.2 萬 | 0.82% | +115+3.8% | 加碼 |
| Journey Strategic Wealth LLC | 3,149 | $151.3 萬 | 0.07% | −23−0.7% | 減碼 |
| BBR Partners, LLC | 3,158 | $151.8 萬 | 0.17% | −43−1.3% | 減碼 |
| S. R. Schill & Associates | 3,164 | $152.1 萬 | 0.69% | +3+0.1% | 加碼 |
| Smith, Salley & Associates | 3,165 | $152.1 萬 | 0.11% | +124+4.1% | 加碼 |
| Humankind Investments LLC | 3,167 | $152.2 萬 | 0.59% | +272+9.4% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 3,170 | $152.4 萬 | 1.09% | +1,255+65.5% | 加碼 |
| Institute for Wealth Management, LLC. | 3,177 | $152.7 萬 | 0.27% | +78+2.5% | 加碼 |
| CRA Financial Services, LLC | 3,179 | $152.8 萬 | 0.41% | +36+1.1% | 加碼 |
| Financial Network Wealth Management LLC | 3,046 | $153.1 萬 | 0.71% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 3,186 | $153.1 萬 | 0.36% | −23−0.7% | 減碼 |
| KC Investment Advisors, LLC | 3,186 | $153.1 萬 | 1.04% | +808+34.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,188 | $153.2 萬 | 0.19% | −51−1.6% | 減碼 |
| BigSur Wealth Management LLC | 3,189 | $153.3 萬 | 0.73% | −30−0.9% | 減碼 |