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 |
|---|---|---|---|---|---|
| Fosun International Ltd | 5,569 | $267.7 萬 | 0.38% | +300+5.7% | 加碼 |
| Sugarloaf Wealth Management, LLC | 5,569 | $267.7 萬 | 0.63% | −38−0.7% | 減碼 |
| Legato Capital Management LLC | 5,598 | $269.1 萬 | 0.36% | −1,387−19.9% | 減碼 |
| Somerset Trust Co | 5,604 | $269.4 萬 | 1.16% | −147−2.6% | 減碼 |
| Cox Capital Mgt LLC | 5,640 | $271.1 萬 | 2.00% | −151−2.6% | 減碼 |
| Channel Wealth LLC | 5,649 | $271.5 萬 | 1.56% | +3,544+168.4% | 加碼 |
| Commonwealth Retirement Investments LLC | 5,654 | $271.8 萬 | 1.52% | +5,654 | 新進 |
| GPS Wealth Strategies Group, LLC | 5,658 | $271.9 萬 | 0.51% | −228−3.9% | 減碼 |
| Harvest Volatility Management LLC | 5,672 | $272.6 萬 | 0.55% | +174+3.2% | 加碼 |
| True North Advisors, LLC | 5,685 | $273.2 萬 | 0.77% | −1,492−20.8% | 減碼 |
| Wambolt & Associates, LLC | 5,688 | $273.4 萬 | 0.97% | +327+6.1% | 加碼 |
| Bell Bank | 5,702 | $274.1 萬 | 0.29% | +793+16.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 5,711 | $274.5 萬 | 0.47% | +347+6.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 5,726 | $275.2 萬 | 0.04% | −700−10.9% | 減碼 |
| Neo Ivy Capital Management | 5,727 | $275.3 萬 | 1.45% | +5,727 | 新進 |
| Buckley Wealth Management, LLC | 5,745 | $276.1 萬 | 0.94% | +75+1.3% | 加碼 |
| Delaney Dennis R | 5,755 | $276.6 萬 | 1.68% | +1,473+34.4% | 加碼 |
| RDA Financial Network | 5,759 | $276.8 萬 | 1.16% | −1,785−23.7% | 減碼 |
| Vise Technologies, Inc. | 5,763 | $277.0 萬 | 0.67% | +1,021+21.5% | 加碼 |
| Lyell Wealth Management, LP | 5,765 | $277.1 萬 | 0.35% | +394+7.3% | 加碼 |
| MU Investments Co., Ltd. | 5,820 | $277.3 萬 | 3.51% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 0 | $277.8 萬 | 1.76% | −5,780−100.0% | 減碼 |
| Wealth Alliance | 5,781 | $277.8 萬 | 0.42% | −119−2.0% | 減碼 |
| Van Cleef Asset Management,Inc | 5,800 | $278.8 萬 | 0.43% | +205+3.7% | 加碼 |
| Centric Wealth Management | 6,054 | $280.3 萬 | 1.12% | +119+2.0% | 加碼 |
| Clough Capital Partners L P | 5,846 | $281.0 萬 | 0.28% | −21,286−78.5% | 減碼 |
| NorthRock Partners, LLC | 5,850 | $281.2 萬 | 0.31% | −986−14.4% | 減碼 |
| Eads & Heald Wealth Management | 5,854 | $281.4 萬 | 1.38% | −319−5.2% | 減碼 |
| Desjardins Global Asset Management Inc. | 5,860 | $281.6 萬 | 0.32% | −708−10.8% | 減碼 |
| Platte River Wealth Advisors, LLC | 5,870 | $282.1 萬 | 0.99% | +150+2.6% | 加碼 |
| Sweet Financial Partners, LLC | 5,879 | $282.6 萬 | 0.74% | +1,275+27.7% | 加碼 |
| Leonteq Securities AG | 5,881 | $282.7 萬 | 0.29% | −5,194−46.9% | 減碼 |
| Grove Bank & Trust | 5,882 | $282.7 萬 | 0.57% | +182+3.2% | 加碼 |
| Rossmore Private Capital | 5,890 | $283.1 萬 | 0.42% | −5−0.1% | 減碼 |
| LGT Fund Management Co Ltd. | 5,900 | $283.6 萬 | 1.30% | +2,900+96.7% | 加碼 |
| Valmark Advisers, Inc. | 5,900 | $283.6 萬 | 0.06% | −14−0.2% | 減碼 |
| Next Century Growth Investors LLC | 5,931 | $285.1 萬 | 0.27% | 00.0% | 不變 |
| Lineweaver Wealth Advisors, LLC | 5,928 | $285.5 萬 | 0.81% | +87+1.5% | 加碼 |
| Alerus Financial NA | 5,961 | $286.5 萬 | 0.24% | +67+1.1% | 加碼 |
| Investment Research & Advisory Group, Inc. | 5,987 | $287.8 萬 | 1.68% | −380−6.0% | 減碼 |
| Griffin Asset Management, Inc. | 5,991 | $288.0 萬 | 0.39% | −240−3.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,994 | $288.1 萬 | 0.65% | +4,064+210.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,007 | $288.7 萬 | 0.21% | +57+1.0% | 加碼 |
| Wexford Capital LP | 6,017 | $289.2 萬 | 0.58% | −1,517−20.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 6,031 | $289.9 萬 | 0.31% | +6,031 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,037 | $290.1 萬 | 0.47% | −53−0.9% | 減碼 |
| Dempze Nancy E | 6,038 | $290.2 萬 | 2.49% | +289+5.0% | 加碼 |
| AIMZ Investment Advisors, LLC | 6,043 | $290.4 萬 | 1.25% | +10.0% | 加碼 |
| Rehmann Capital Advisory Group | 6,060 | $291.3 萬 | 0.26% | −108−1.8% | 減碼 |
| Centaurus Financial, Inc. | 6,062 | $291.4 萬 | 0.26% | +2,860+89.3% | 加碼 |
| Campbell Capital Management Inc | 6,070 | $291.8 萬 | 1.64% | +6,070 | 新進 |
| Smithfield Trust Co | 6,097 | $291.9 萬 | 0.18% | +806+15.2% | 加碼 |
| Founders Financial Securities LLC | 6,079 | $292.2 萬 | 0.39% | +30.0% | 加碼 |
| Northside Capital Management, LLC | 6,080 | $292.2 萬 | 1.01% | +20.0% | 加碼 |
| Brown Miller Wealth Management, LLC | 6,088 | $292.6 萬 | 1.58% | −7−0.1% | 減碼 |
| San Luis Wealth Advisors LLC | 6,117 | $294.0 萬 | 1.04% | −949−13.4% | 減碼 |
| Ameritas Advisory Services, LLC | 6,407 | $295.7 萬 | 0.38% | −4,306−40.2% | 減碼 |
| Wealth Architects, LLC | 6,183 | $297.2 萬 | 0.49% | −37−0.6% | 減碼 |
| L & S Advisors Inc | 6,192 | $297.6 萬 | 0.40% | +286+4.8% | 加碼 |
| TrinityPoint Wealth, LLC | 6,192 | $297.6 萬 | 0.58% | −175−2.7% | 減碼 |
| Red Cedar Investment Management, LLC | 6,209 | $298.4 萬 | 0.45% | 00.0% | 不變 |
| Capital City Trust Co | 6,212 | $298.6 萬 | 0.93% | +58+0.9% | 加碼 |
| Birch Capital Management, LLC | 6,218 | $298.9 萬 | 1.82% | +29+0.5% | 加碼 |
| Patten Group, Inc. | 6,220 | $299.0 萬 | 0.85% | −153−2.4% | 減碼 |
| Carret Asset Management, LLC | 6,223 | $299.1 萬 | 0.40% | +34+0.5% | 加碼 |
| Seven Eight Capital, LP | 6,248 | $300.3 萬 | 0.50% | +1,564+33.4% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,300 | $302.8 萬 | 1.48% | +206+3.4% | 加碼 |
| M&R Capital Management Inc | 6,301 | $302.9 萬 | 0.79% | +723+13.0% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 6,308 | $303.2 萬 | 0.64% | −1,485−19.1% | 減碼 |
| Fairbanks Capital Management, Inc. | 6,311 | $303.3 萬 | 2.36% | +146+2.4% | 加碼 |
| Jessup Wealth Management, Inc | 6,319 | $303.7 萬 | 1.63% | −493−7.2% | 減碼 |
| Brady Family Wealth, LLC | 6,321 | $303.8 萬 | 1.13% | +181+2.9% | 加碼 |
| Winton Group Ltd | 6,328 | $304.1 萬 | 0.25% | +3,177+100.8% | 加碼 |
| Paradigm Asset Management Co LLC | 6,345 | $305.0 萬 | 0.82% | −100−1.6% | 減碼 |
| Elmwood Wealth Management, Inc. | 6,350 | $305.2 萬 | 1.42% | −175−2.7% | 減碼 |
| HBW Advisory Services LLC | 9,847 | $305.6 萬 | 0.66% | +246+2.6% | 加碼 |
| Wintrust Investments LLC | 6,371 | $306.2 萬 | 0.31% | +6,371 | 新進 |
| Peachtree Investment Partners, LLC | 6,400 | $307.6 萬 | 1.40% | −780−10.9% | 減碼 |
| Bank of Hawaii | 6,405 | $307.9 萬 | 0.17% | −1,783−21.8% | 減碼 |
| Parisi Gray Wealth Management | 6,515 | $307.9 萬 | 1.41% | +3,025+86.7% | 加碼 |
| Handelsinvest Investeringsforvaltning | 6,406 | $307.9 萬 | 0.61% | +841+15.1% | 加碼 |
| TCG Advisory Services, LLC | 6,417 | $308.4 萬 | 0.53% | +1,431+28.7% | 加碼 |
| Greenfield Savings Bank | 6,421 | $308.6 萬 | 2.09% | +140+2.2% | 加碼 |
| CWA Asset Management Group, LLC | 6,432 | $309.1 萬 | 0.21% | +1,519+30.9% | 加碼 |
| Decatur Capital Management, Inc. | 6,449 | $310.0 萬 | 2.12% | −93−1.4% | 減碼 |
| Stokes Family Office, LLC | 6,465 | $310.7 萬 | 0.36% | +527+8.9% | 加碼 |
| Sentry Investment Management LLC | 6,470 | $311.0 萬 | 1.17% | +9+0.1% | 加碼 |
| SevenBridge Financial Group, LLC | 6,471 | $311.0 萬 | 0.80% | +401+6.6% | 加碼 |
| Notis-McConarty Edward | 6,486 | $311.7 萬 | 1.19% | −102−1.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,488 | $311.8 萬 | 0.41% | −24−0.4% | 減碼 |
| We Are One Seven, LLC | 6,494 | $312.1 萬 | 0.29% | −5,278−44.8% | 減碼 |
| Hilltop Holdings Inc. | 6,497 | $312.2 萬 | 0.39% | +281+4.5% | 加碼 |
| Graypoint LLC | 6,512 | $313.0 萬 | 0.31% | +666+11.4% | 加碼 |
| SWS Partners | 6,520 | $313.1 萬 | 1.13% | −234−3.5% | 減碼 |
| Sepio Capital, LP | 6,528 | $313.8 萬 | 0.25% | −181−2.7% | 減碼 |
| Occidental Asset Management, LLC | 6,531 | $313.9 萬 | 0.71% | +102+1.6% | 加碼 |
| Belpointe Asset Management LLC | 6,531 | $313.9 萬 | 0.33% | −8,761−57.3% | 減碼 |
| Valley Brook Capital Group | 6,535 | $314.1 萬 | 2.90% | −385−5.6% | 減碼 |
| Independent Financial Group, LLC | 6,559 | $315.3 萬 | 0.22% | +640+10.8% | 加碼 |
| Perfromance Wealth Partners, LLC | 6,694 | $315.4 萬 | 0.14% | +769+13.0% | 加碼 |