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
- 3,137
- 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 1,452 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 |
|---|---|---|---|---|---|
| Single Point Partners, LLC | 1,016 | $48.8 萬 | 0.67% | −113−10.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 1,016 | $48.8 萬 | 0.07% | +45+4.6% | 加碼 |
| Hallmark Capital Management Inc | 1,019 | $49.0 萬 | 0.04% | −459−31.1% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 1,022 | $49.1 萬 | 0.21% | −336−24.7% | 減碼 |
| Core Wealth Partners LLC | 1,022 | $49.1 萬 | 0.45% | +1,022 | 新進 |
| Watershed Private Wealth LLC | 1,023 | $49.2 萬 | 0.30% | +66+6.9% | 加碼 |
| Foundry Partners, LLC | 1,025 | $49.3 萬 | 0.03% | −10−1.0% | 減碼 |
| Hengehold Capital Management LLC | 1,032 | $49.6 萬 | 0.07% | −2−0.2% | 減碼 |
| MEMBERS Trust Co | 1,034 | $49.7 萬 | 0.01% | +1,034 | 新進 |
| Lesa Sroufe & Co | 1,035 | $49.7 萬 | 0.53% | −30−2.8% | 減碼 |
| Eagle Bay Advisors LLC | 1,035 | $49.7 萬 | 0.28% | +11+1.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,037 | $49.9 萬 | 0.37% | +2+0.2% | 加碼 |
| Ethos Financial Group, LLC | 1,056 | $49.9 萬 | 0.17% | 00.0% | 不變 |
| Financial Architects, Inc | 1,042 | $50.1 萬 | 0.08% | +81+8.4% | 加碼 |
| Verus Capital Partners, LLC | 1,043 | $50.1 萬 | 0.07% | +271+35.1% | 加碼 |
| Hexagon Capital Partners LLC | 1,045 | $50.2 萬 | 0.13% | −218−17.3% | 減碼 |
| First Command Bank | 1,047 | $50.3 萬 | 0.05% | −26−2.4% | 減碼 |
| First Command Financial Services, Inc. | 1,047 | $50.3 萬 | 0.05% | −26−2.4% | 減碼 |
| BHK Investment Advisors, LLC | 1,049 | $50.4 萬 | 0.22% | +88+9.2% | 加碼 |
| Alhambra Investment Partners LLC | 1,049 | $50.4 萬 | 0.33% | 00.0% | 不變 |
| Zuckerman Investment Group, LLC | 1,053 | $50.6 萬 | 0.07% | −44−4.0% | 減碼 |
| Jupiter Wealth Management LLC | 1,054 | $50.7 萬 | 0.44% | +354+50.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 1,056 | $50.8 萬 | 0.03% | 00.0% | 不變 |
| Altus Wealth Group LLC | 1,057 | $50.8 萬 | 0.31% | −135−11.3% | 減碼 |
| BCS Wealth Management | 1,058 | $50.9 萬 | 0.37% | +386+57.4% | 加碼 |
| Mitchell Sinkler & Starr | 1,060 | $50.9 萬 | 0.14% | +30+2.9% | 加碼 |
| Klingman & Associates, LLC | 1,060 | $50.9 萬 | 0.04% | +108+11.3% | 加碼 |
| Lifeworks Advisors, LLC | 1,062 | $51.0 萬 | 0.22% | −1−0.1% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,063 | $51.1 萬 | 1.20% | 00.0% | 不變 |
| Gables Capital Management Inc. | 1,064 | $51.1 萬 | 0.33% | +35+3.4% | 加碼 |
| Harvey Capital Management Inc | 1,066 | $51.2 萬 | 0.19% | +1,066 | 新進 |
| Northwest Wealth Management, LLC | 1,067 | $51.3 萬 | 0.19% | −5−0.5% | 減碼 |
| Worth Financial Advisory Group, LLC | 1,072 | $51.5 萬 | 0.48% | +64+6.3% | 加碼 |
| Unionview, LLC | 1,073 | $51.6 萬 | 0.47% | −2−0.2% | 減碼 |
| HHM Wealth Advisors, LLC | 1,073 | $51.6 萬 | 0.10% | +295+37.9% | 加碼 |
| Smith Anglin Financial, LLC | 1,075 | $51.7 萬 | 0.06% | +134+14.2% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 1,078 | $51.8 萬 | 0.27% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 1,078 | $51.8 萬 | 0.02% | +173+19.1% | 加碼 |
| Crumly & Associates Inc. | 1,084 | $52.1 萬 | 0.21% | −536−33.1% | 減碼 |
| Latitude Advisors, LLC | 1,084 | $52.1 萬 | 0.36% | +13+1.2% | 加碼 |
| JJJ Advisors Inc. | 1,084 | $52.1 萬 | 0.14% | +214+24.6% | 加碼 |
| Charter Oak Capital Management, LLC | 1,085 | $52.2 萬 | 0.07% | +38+3.6% | 加碼 |
| Black Diamond Financial, LLC | 1,086 | $52.2 萬 | 0.15% | +17+1.6% | 加碼 |
| Pathway Financial Advisors LLC | 1,086 | $52.2 萬 | 0.17% | 00.0% | 不變 |
| Dimension Capital Management LLC | 1,086 | $52.2 萬 | 0.11% | +16+1.5% | 加碼 |
| Family Management Corp | 1,087 | $52.2 萬 | 0.11% | −32−2.9% | 減碼 |
| NFP Retirement, Inc. | 1,088 | $52.3 萬 | 0.10% | −25−2.2% | 減碼 |
| Seelaus Asset Management LLC | 1,087 | $52.3 萬 | 0.41% | −200−15.5% | 減碼 |
| Manhattan West Asset Management, LLC | 1,089 | $52.3 萬 | 0.20% | +617+130.7% | 加碼 |
| Laurel Wealth Planning LLC | 1,090 | $52.4 萬 | 0.37% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 1,094 | $52.6 萬 | 0.55% | +136+14.2% | 加碼 |
| Lafayette Investments, Inc. | 1,095 | $52.6 萬 | 0.14% | +100+10.1% | 加碼 |
| Westwood Management Corp | 1,100 | $52.9 萬 | 0.07% | +1,100 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 1,101 | $52.9 萬 | 0.24% | 00.0% | 不變 |
| Brave Warrior Advisors, LLC | 1,106 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 1,110 | $53.3 萬 | 0.21% | +1+0.1% | 加碼 |
| Green Harvest Asset Management LLC | 1,110 | $53.4 萬 | 0.02% | −1,885−62.9% | 減碼 |
| Arcataur Capital Management LLC | 1,110 | $53.4 萬 | 0.22% | +1,110 | 新進 |
| Goldstein Advisors, LLC | 1,111 | $53.4 萬 | 0.11% | +128+13.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 1,113 | $53.5 萬 | 0.08% | −2,554−69.6% | 減碼 |
| Veracity Capital LLC | 1,114 | $53.5 萬 | 0.23% | −45−3.9% | 減碼 |
| Renaissance Investment Group LLC | 1,116 | $53.6 萬 | 0.14% | −59−5.0% | 減碼 |
| RMR Wealth Builders | 1,119 | $53.8 萬 | 0.09% | −5−0.4% | 減碼 |
| Tillman Hartley LLC | 1,119 | $53.8 萬 | 0.21% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 1,119 | $53.8 萬 | 0.09% | +181+19.3% | 加碼 |
| Quantamental Technologies LLC | 1,122 | $53.9 萬 | 0.22% | −20−1.8% | 減碼 |
| Crewe Advisors LLC | 1,123 | $54.0 萬 | 0.08% | −394−26.0% | 減碼 |
| MTM Investment Management, LLC | 1,123 | $54.0 萬 | 0.26% | 00.0% | 不變 |
| GFG Capital, LLC | 1,129 | $54.3 萬 | 0.10% | −43−3.7% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,131 | $54.4 萬 | 0.23% | −32−2.8% | 減碼 |
| Perritt Capital Management Inc | 1,137 | $54.6 萬 | 0.30% | −225−16.5% | 減碼 |
| Hyperion Partners, LLC | 1,137 | $54.6 萬 | 0.46% | 00.0% | 不變 |
| Parnassus Investments | 1,137 | $54.6 萬 | 0.00% | +459+67.7% | 加碼 |
| Successful Portfolios LLC | 1,137 | $54.6 萬 | 0.47% | −283−19.9% | 減碼 |
| Sound Income Strategies, LLC | 1,143 | $55.0 萬 | 0.06% | +205+21.9% | 加碼 |
| FFT Wealth Management LLC | 1,145 | $55.0 萬 | 0.07% | +43+3.9% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 1,158 | $55.2 萬 | 0.28% | −70−5.7% | 減碼 |
| Windsor Group LTD | 1,149 | $55.2 萬 | 0.10% | +109+10.5% | 加碼 |
| GenTrust, LLC | 1,151 | $55.3 萬 | 0.04% | −14−1.2% | 減碼 |
| Center for Financial Planning, Inc. | 1,151 | $55.3 萬 | 0.12% | +10+0.9% | 加碼 |
| Tectonic Advisors LLC | 1,152 | $55.4 萬 | 0.07% | +4+0.3% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,153 | $55.4 萬 | 0.28% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 1,153 | $55.4 萬 | 0.25% | +150+15.0% | 加碼 |
| Sage Rhino Capital LLC | 1,155 | $55.5 萬 | 0.15% | −244−17.4% | 減碼 |
| Prosperity Consulting Group, LLC | 1,156 | $55.6 萬 | 0.34% | −18−1.5% | 減碼 |
| Sandbox Financial Partners, LLC | 1,158 | $55.6 萬 | 0.29% | +45+4.0% | 加碼 |
| Dentgroup LLC | 1,161 | $55.8 萬 | 0.40% | −6−0.5% | 減碼 |
| Heck Capital Advisors, LLC | 1,163 | $55.9 萬 | 0.10% | −24−2.0% | 減碼 |
| Hoylecohen, LLC | 1,163 | $55.9 萬 | 0.05% | −24−2.0% | 減碼 |
| Kowal Investment Group, LLC | 1,169 | $56.2 萬 | 0.15% | +4+0.3% | 加碼 |
| Baker Boyer National Bank | 1,170 | $56.2 萬 | 0.21% | +53+4.7% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,171 | $56.3 萬 | 0.08% | +95+8.8% | 加碼 |
| Roman Butler Fullerton & Co | 1,120 | $56.4 萬 | 0.26% | +17+1.5% | 加碼 |
| Mendel Capital Management LLC | 1,174 | $56.5 萬 | 0.45% | +2+0.2% | 加碼 |
| Bangor Savings Bank | 1,176 | $56.5 萬 | 0.06% | −13−1.1% | 減碼 |
| Telos Capital Management, Inc. | 1,186 | $57.0 萬 | 0.08% | +187+18.7% | 加碼 |
| Resurgent Financial Advisors LLC | 1,188 | $57.1 萬 | 0.38% | −527−30.7% | 減碼 |
| Dillon & Associates Inc | 1,188 | $57.1 萬 | 0.11% | 00.0% | 不變 |
| Alterity Financial Group, LLC | 1,192 | $57.3 萬 | 0.83% | +45+3.9% | 加碼 |
| Peoples Bank | 1,194 | $57.4 萬 | 0.35% | −14−1.2% | 減碼 |