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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 4,657 | $223.8 萬 | 0.17% | −493−9.6% | 減碼 |
| Geller Advisors LLC | 4,658 | $223.9 萬 | 0.28% | +1,607+52.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,671 | $224.5 萬 | 0.72% | +4,671 | 新進 |
| Warren Averett Asset Management, LLC | 4,681 | $225.0 萬 | 0.10% | +121+2.7% | 加碼 |
| PDS Planning, Inc | 4,705 | $226.1 萬 | 0.29% | +391+9.1% | 加碼 |
| Revolve Wealth Partners, LLC | 4,712 | $226.5 萬 | 0.53% | +160+3.5% | 加碼 |
| Sunbelt Securities, Inc. | 4,729 | $227.3 萬 | 0.33% | +162+3.5% | 加碼 |
| Soltis Investment Advisors LLC | 4,761 | $228.9 萬 | 0.27% | +224+4.9% | 加碼 |
| Monte Financial Group, LLC | 4,770 | $229.2 萬 | 1.12% | +77+1.6% | 加碼 |
| Ingalls & Snyder LLC | 4,771 | $229.3 萬 | 0.11% | +61+1.3% | 加碼 |
| Harvey Investment Co LLC | 4,776 | $229.6 萬 | 0.30% | −177−3.6% | 減碼 |
| Palouse Capital Management, Inc. | 4,798 | $230.6 萬 | 1.61% | −505−9.5% | 減碼 |
| Affinity Investment Advisors, LLC | 4,802 | $230.8 萬 | 1.34% | −1,248−20.6% | 減碼 |
| Harfst & Associates, Inc. | 4,813 | $231.3 萬 | 0.62% | +67+1.4% | 加碼 |
| Financial Perspectives, Inc | 4,821 | $231.7 萬 | 1.02% | +54+1.1% | 加碼 |
| BDO Wealth Advisors, LLC | 4,822 | $231.8 萬 | 0.27% | +922+23.6% | 加碼 |
| Apexium Financial, LP | 4,855 | $233.4 萬 | 0.21% | 00.0% | 不變 |
| KCS Wealth Advisory | 4,864 | $233.8 萬 | 0.81% | +94+2.0% | 加碼 |
| Cape Ann Savings Bank | 4,867 | $233.9 萬 | 1.56% | +60+1.2% | 加碼 |
| StoneX Group Inc. | 4,871 | $234.1 萬 | 0.24% | +42+0.9% | 加碼 |
| PFG Investments, LLC | 4,871 | $234.1 萬 | 0.42% | +739+17.9% | 加碼 |
| ProVise Management Group, LLC | 4,876 | $234.3 萬 | 0.21% | +739+17.9% | 加碼 |
| Caliber Wealth Management, LLC | 4,899 | $235.5 萬 | 1.58% | +3+0.1% | 加碼 |
| Insight Wealth Strategies, LLC | 4,900 | $235.5 萬 | 0.45% | −5−0.1% | 減碼 |
| Joel Isaacson & Co., LLC | 4,908 | $235.9 萬 | 0.16% | +8+0.2% | 加碼 |
| Capital Asset Advisory Services LLC | 4,914 | $235.9 萬 | 0.17% | +253+5.4% | 加碼 |
| Welch & Forbes LLC | 4,915 | $236.2 萬 | 0.04% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 4,926 | $236.8 萬 | 1.56% | 00.0% | 不變 |
| North Star Investment Management Corp. | 4,931 | $237.0 萬 | 0.19% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 4,960 | $237.0 萬 | 0.52% | −50−1.0% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,938 | $237.3 萬 | 1.64% | +68+1.4% | 加碼 |
| Moser Wealth Advisors, LLC | 4,940 | $237.4 萬 | 1.60% | +4,940 | 新進 |
| Signet Investment Advisory Group, Inc. | 4,951 | $238.0 萬 | 1.57% | +64+1.3% | 加碼 |
| Bank Hapoalim BM | 4,951 | $238.0 萬 | 0.34% | −297−5.7% | 減碼 |
| Insigneo Advisory Services, LLC | 4,961 | $238.4 萬 | 0.46% | +2,052+70.5% | 加碼 |
| Lake Street Financial LLC | 4,963 | $238.5 萬 | 0.42% | +2,515+102.7% | 加碼 |
| Marcum Wealth, LLC | 4,963 | $238.5 萬 | 0.28% | −78−1.5% | 減碼 |
| Wedmont Private Capital | 4,987 | $239.5 萬 | 0.26% | +623+14.3% | 加碼 |
| Tealwood Asset Management Inc | 4,987 | $239.7 萬 | 1.16% | −24−0.5% | 減碼 |
| Otter Creek Advisors, LLC | 5,000 | $240.3 萬 | 2.09% | +5,000 | 新進 |
| Waypoint Capital Advisors, LLC | 5,002 | $240.4 萬 | 0.75% | +28+0.6% | 加碼 |
| RB Capital Management, LLC | 5,006 | $240.6 萬 | 0.74% | +42+0.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,007 | $240.7 萬 | 1.55% | +3,494+230.9% | 加碼 |
| Warther Private Wealth, LLC | 5,026 | $241.6 萬 | 1.64% | −51−1.0% | 減碼 |
| Pictet Bank & Trust Ltd | 5,028 | $241.7 萬 | 1.97% | −123−2.4% | 減碼 |
| Cornercap Investment Counsel Inc | 5,037 | $242.1 萬 | 0.42% | −41−0.8% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,038 | $242.1 萬 | 0.10% | −75−1.5% | 減碼 |
| Advisor OS, LLC | 5,050 | $242.7 萬 | 0.40% | +1,004+24.8% | 加碼 |
| IMA Wealth, Inc. | 5,055 | $243.0 萬 | 0.62% | +182+3.7% | 加碼 |
| Sheets Smith Wealth Management | 5,069 | $243.6 萬 | 0.36% | −40−0.8% | 減碼 |
| Liberty One Investment Management, LLC | 5,072 | $243.8 萬 | 0.32% | +200+4.1% | 加碼 |
| JNBA Financial Advisors | 5,078 | $244.1 萬 | 0.29% | +115+2.3% | 加碼 |
| Country Club Bank | 5,136 | $244.7 萬 | 0.19% | +86+1.7% | 加碼 |
| Avestar Capital, LLC | 5,092 | $244.8 萬 | 0.43% | −59−1.1% | 減碼 |
| Consolidated Capital Management, LLC | 5,105 | $245.4 萬 | 1.21% | −38−0.7% | 減碼 |
| Mather Group, LLC. | 5,110 | $245.6 萬 | 0.04% | +437+9.4% | 加碼 |
| Cottage Street Advisors LLC | 5,113 | $245.8 萬 | 1.79% | +202+4.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 5,122 | $246.2 萬 | 0.12% | +923+22.0% | 加碼 |
| Claro Advisors LLC | 5,128 | $246.5 萬 | 0.61% | +843+19.7% | 加碼 |
| Kovack Advisors, Inc. | 5,130 | $246.6 萬 | 0.32% | +10+0.2% | 加碼 |
| RFG Advisory, LLC | 5,138 | $246.9 萬 | 0.11% | −25−0.5% | 減碼 |
| Tobam | 5,150 | $247.5 萬 | 0.19% | −37−0.7% | 減碼 |
| NinePointTwo Capital | 5,153 | $247.6 萬 | 0.96% | −477−8.5% | 減碼 |
| Dohj, LLC | 5,157 | $247.8 萬 | 1.06% | +41+0.8% | 加碼 |
| Coronation Fund Managers Ltd. | 5,161 | $248.1 萬 | 0.07% | +5,161 | 新進 |
| Chesapeake Wealth Management | 5,169 | $248.4 萬 | 0.98% | +125+2.5% | 加碼 |
| Royal Fund Management, LLC | 5,197 | $249.8 萬 | 0.35% | −10−0.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,203 | $250.1 萬 | 0.55% | +124+2.4% | 加碼 |
| IFP Advisors, Inc | 15,166 | $250.3 萬 | 0.13% | +1,680+12.5% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,214 | $250.6 萬 | 0.24% | −165−3.1% | 減碼 |
| Fidelis Capital Partners, LLC | 5,214 | $250.6 萬 | 0.91% | +195+3.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,257 | $252.7 萬 | 0.94% | +154+3.0% | 加碼 |
| Dover Advisors, LLC | 5,278 | $253.7 萬 | 2.25% | −127−2.3% | 減碼 |
| Park Place Capital Corp | 5,314 | $255.4 萬 | 0.72% | −328−5.8% | 減碼 |
| Eudaimonia Partners, LLC | 5,323 | $255.8 萬 | 0.58% | +73+1.4% | 加碼 |
| Inscription Capital, LLC | 5,329 | $256.1 萬 | 0.80% | −83−1.5% | 減碼 |
| Means Investment Co., Inc. | 5,350 | $257.2 萬 | 0.41% | +53+1.0% | 加碼 |
| Sterling Investment Management, Inc. | 5,351 | $257.2 萬 | 2.04% | −52−1.0% | 減碼 |
| Paragon Advisors, LLC | 5,359 | $257.5 萬 | 0.84% | +40+0.8% | 加碼 |
| Avantax Planning Partners, Inc. | 5,396 | $259.3 萬 | 0.10% | +50+0.9% | 加碼 |
| My Legacy Advisors, LLC | 5,796 | $259.5 萬 | 1.02% | +16+0.3% | 加碼 |
| Shepherd Financial Partners LLC | 5,405 | $259.8 萬 | 0.40% | +111+2.1% | 加碼 |
| Manchester Capital Management LLC | 5,424 | $260.7 萬 | 0.35% | +238+4.6% | 加碼 |
| Algert Global LLC | 5,435 | $261.2 萬 | 0.11% | +347+6.8% | 加碼 |
| Second Half Financial Partners, LLC | 5,439 | $261.4 萬 | 0.60% | +5,439 | 新進 |
| TCWP LLC | 5,448 | $261.9 萬 | 0.56% | −508−8.5% | 減碼 |
| Chemung Canal Trust Co | 5,451 | $262.0 萬 | 0.56% | −189−3.4% | 減碼 |
| David Loasby | 5,591 | $262.4 萬 | 0.29% | +456+8.9% | 加碼 |
| RiverPark Advisors, LLC | 5,478 | $263.3 萬 | 2.41% | +1,175+27.3% | 加碼 |
| Bigelow Investment Advisors, LLC | 5,488 | $263.8 萬 | 1.44% | −22−0.4% | 減碼 |
| Ergoteles LLC | 5,497 | $264.2 萬 | 0.13% | +5,497 | 新進 |
| Spears Abacus Advisors LLC | 5,503 | $264.5 萬 | 0.22% | +184+3.5% | 加碼 |
| Bay Rivers Group | 5,531 | $265.9 萬 | 1.99% | −165−2.9% | 減碼 |
| Benchmark Investment Advisors LLC | 5,533 | $265.9 萬 | 2.45% | +1,185+27.3% | 加碼 |
| Leeward Financial Partners, LLC | 5,540 | $266.3 萬 | 1.53% | +140+2.6% | 加碼 |
| Sentinel Trust Co Lba | 5,550 | $266.8 萬 | 0.36% | +4,500+428.6% | 加碼 |
| Summit X, LLC | 5,553 | $267.1 萬 | 0.65% | −62−1.1% | 減碼 |
| Darwin Advisors, LLC | 5,771 | $267.1 萬 | 0.69% | +1,156+25.0% | 加碼 |
| Richwood Investment Advisors, LLC | 5,561 | $267.3 萬 | 2.61% | +10.0% | 加碼 |
| Anderson Hoagland & Co | 5,567 | $267.6 萬 | 0.34% | +255+4.8% | 加碼 |