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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 16,318 | $784.3 萬 | 0.85% | +70.0% | 加碼 |
| PEAK6 Investments LLC | 16,292 | $783.1 萬 | 0.67% | −16,526−50.4% | 減碼 |
| Broderick Brian C | 16,280 | $782.5 萬 | 2.06% | +689+4.4% | 加碼 |
| Evergreen Capital Management LLC | 16,267 | $781.9 萬 | 0.33% | +274+1.7% | 加碼 |
| Tradition Wealth Management, LLC | 16,263 | $781.7 萬 | 0.91% | +1,014+6.6% | 加碼 |
| Sumitomo Life Insurance Co | 16,180 | $777.7 萬 | 0.34% | −1,653−9.3% | 減碼 |
| Sigma Planning Corp | 16,175 | $777.5 萬 | 0.28% | −3,294−16.9% | 減碼 |
| Mattern Capital Management, LLC | 16,172 | $777.3 萬 | 1.26% | +803+5.2% | 加碼 |
| Blue Edge Capital, LLC | 16,162 | $776.8 萬 | 1.56% | +259+1.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 15,983 | $768.2 萬 | 0.74% | +89+0.6% | 加碼 |
| Fulcrum Capital LLC | 15,938 | $766.1 萬 | 2.01% | −440−2.7% | 減碼 |
| Zions Bancorporation, N.A. | 15,925 | $765.4 萬 | 0.65% | −3,816−19.3% | 減碼 |
| Icon Wealth Partners, LLC | 15,884 | $763.4 萬 | 0.81% | −351−2.2% | 減碼 |
| Empire Life Investments Inc. | 15,858 | $762.2 萬 | 0.52% | 00.0% | 不變 |
| Saranac Partners Ltd | 15,847 | $761.7 萬 | 4.09% | +1,269+8.7% | 加碼 |
| AMG National Trust Bank | 15,807 | $759.7 萬 | 0.25% | +1,024+6.9% | 加碼 |
| Oxbow Advisors, LLC | 15,795 | $759.2 萬 | 1.19% | −325−2.0% | 減碼 |
| Anchor Investment Management, LLC | 15,790 | $758.9 萬 | 0.97% | +734+4.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 15,750 | $757.0 萬 | 0.81% | −13,786−46.7% | 減碼 |
| Busey Wealth Management | 15,668 | $753.1 萬 | 0.31% | −43−0.3% | 減碼 |
| Pallas Capital Advisors LLC | 15,521 | $751.4 萬 | 0.34% | +176+1.1% | 加碼 |
| Sigma Investment Counselors Inc | 15,611 | $750.3 萬 | 0.55% | −110−0.7% | 減碼 |
| Argonautica Private Wealth Management, Inc | 15,544 | $747.1 萬 | 3.36% | −119−0.8% | 減碼 |
| Trexquant Investment LP | 15,502 | $745.1 萬 | 0.20% | −22,239−58.9% | 減碼 |
| Brookstone Capital Management | 16,140 | $745.0 萬 | 0.15% | +654+4.2% | 加碼 |
| Capital Investment Advisors, LLC | 15,495 | $744.7 萬 | 0.23% | +265+1.7% | 加碼 |
| Coastline Trust Co | 15,458 | $743.0 萬 | 1.04% | −7,713−33.3% | 減碼 |
| Redwood Investments, LLC | 15,442 | $742.2 萬 | 0.91% | +5,204+50.8% | 加碼 |
| RNC Capital Management LLC | 15,432 | $741.8 萬 | 0.41% | +117+0.8% | 加碼 |
| FourThought Financial Partners, LLC | 15,383 | $739.4 萬 | 0.97% | +952+6.6% | 加碼 |
| Credit Agricole S A | 15,366 | $738.6 萬 | 0.24% | −1,544−9.1% | 減碼 |
| Thompson Investment Management, Inc. | 15,330 | $736.8 萬 | 1.20% | +172+1.1% | 加碼 |
| Donaldson Capital Management, LLC | 15,328 | $736.7 萬 | 0.34% | +82+0.5% | 加碼 |
| D L Carlson Investment Group Inc | 15,320 | $736.4 萬 | 1.41% | −67−0.4% | 減碼 |
| Global Retirement Partners, LLC | 15,299 | $735.3 萬 | 0.36% | +746+5.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 15,293 | $735.0 萬 | 2.62% | +10.0% | 加碼 |
| Synergy Financial Management, LLC | 15,233 | $732.2 萬 | 1.81% | +14,294+1,522.3% | 加碼 |
| Meritage Portfolio Management | 15,229 | $732.0 萬 | 0.52% | −895−5.6% | 減碼 |
| First Interstate Bank | 15,206 | $730.9 萬 | 0.60% | −659−4.2% | 減碼 |
| PKO Investment Management Joint-Stock Co | 15,189 | $730.0 萬 | 0.89% | −500−3.2% | 減碼 |
| Rothschild Capital Partners, LLC | 15,179 | $729.6 萬 | 2.69% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 15,265 | $729.5 萬 | 2.15% | −269−1.7% | 減碼 |
| Cozad Asset Management Inc | 15,162 | $728.7 萬 | 0.91% | +479+3.3% | 加碼 |
| AIA Group Ltd | 15,106 | $726.1 萬 | 0.35% | +4,042+36.5% | 加碼 |
| Marietta Wealth Management, LLC | 15,077 | $724.6 萬 | 1.37% | +1,171+8.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 15,065 | $724.1 萬 | 0.29% | +1,379+10.1% | 加碼 |
| Red Door Wealth Management, LLC | 15,031 | $722.5 萬 | 1.60% | +2,628+21.2% | 加碼 |
| Integrated Wealth Concepts LLC | 15,001 | $721.0 萬 | 0.12% | +3,969+36.0% | 加碼 |
| Prosight Management, LP | 15,000 | $721.0 萬 | 2.11% | +4,065+37.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 14,962 | $719.1 萬 | 0.37% | +691+4.8% | 加碼 |
| Sowell Financial Services LLC | 14,913 | $716.8 萬 | 0.40% | +6,141+70.0% | 加碼 |
| Schechter Investment Advisors, LLC | 14,914 | $716.8 萬 | 0.64% | +271+1.9% | 加碼 |
| Weatherly Asset Management L. P. | 14,907 | $716.5 萬 | 0.84% | −367−2.4% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,876 | $715.0 萬 | 2.39% | +84+0.6% | 加碼 |
| Conning Inc. | 14,849 | $713.7 萬 | 0.24% | −1,529−9.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 14,801 | $711.4 萬 | 0.53% | −176−1.2% | 減碼 |
| S&T Bank | 14,783 | $710.6 萬 | 1.28% | −550−3.6% | 減碼 |
| Symmetry Partners, LLC | 14,762 | $709.5 萬 | 0.38% | +301+2.1% | 加碼 |
| Liberty Capital Management, Inc. | 14,749 | $708.9 萬 | 2.13% | +145+1.0% | 加碼 |
| HBK Sorce Advisory LLC | 14,730 | $708.0 萬 | 0.30% | −686−4.4% | 減碼 |
| Adviser Investments LLC | 14,705 | $706.8 萬 | 0.15% | +2,971+25.3% | 加碼 |
| Jackson Wealth Management, LLC | 14,703 | $706.7 萬 | 1.04% | +14,703 | 新進 |
| Broadleaf Partners, LLC | 14,685 | $705.8 萬 | 2.30% | +21+0.1% | 加碼 |
| Blue Fin Capital, Inc. | 14,627 | $703.0 萬 | 2.01% | +416+2.9% | 加碼 |
| Cape Cod Five Cents Savings Bank | 14,623 | $702.8 萬 | 0.74% | +321+2.2% | 加碼 |
| Legacy Advisors, LLC | 14,605 | $702.0 萬 | 1.04% | −169−1.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 14,590 | $701.3 萬 | 0.88% | +3,868+36.1% | 加碼 |
| Fundamentun, LLC | 14,583 | $700.9 萬 | 1.08% | +2,269+18.4% | 加碼 |
| Olstein Capital Management, L.P. | 14,500 | $696.9 萬 | 1.13% | +3,500+31.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,498 | $696.8 萬 | 0.12% | +827+6.0% | 加碼 |
| BTC Capital Management, Inc. | 14,550 | $695.8 萬 | 0.75% | −278−1.9% | 減碼 |
| Alapocas Investment Partners, Inc. | 14,471 | $695.5 萬 | 5.08% | +212+1.5% | 加碼 |
| Checchi Capital Advisers, LLC | 14,448 | $694.4 萬 | 0.62% | +116+0.8% | 加碼 |
| SOL Capital Management CO | 14,383 | $691.3 萬 | 1.05% | +370+2.6% | 加碼 |
| Lincoln National Corp | 14,381 | $691.2 萬 | 0.14% | +74+0.5% | 加碼 |
| Timber Creek Capital Management LLC | 14,365 | $690.5 萬 | 2.38% | +4,786+50.0% | 加碼 |
| Asset Planning Services Inc | 14,355 | $690.0 萬 | 4.25% | −445−3.0% | 減碼 |
| Eagle Capital Management, LLC | 14,354 | $689.9 萬 | 3.86% | −54−0.4% | 減碼 |
| Brighton Jones LLC | 14,319 | $688.2 萬 | 0.35% | +138+1.0% | 加碼 |
| Tudor Investment Corp Et Al | 14,296 | $687.1 萬 | 0.11% | −18,694−56.7% | 減碼 |
| Verdence Capital Advisors LLC | 14,259 | $685.4 萬 | 0.80% | +78+0.6% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 14,162 | $680.7 萬 | 4.20% | +689+5.1% | 加碼 |
| Bulltick Wealth Management, LLC | 14,009 | $673.3 萬 | 1.58% | +2,581+22.6% | 加碼 |
| Carderock Capital Management Inc | 13,955 | $670.7 萬 | 2.08% | +566+4.2% | 加碼 |
| Colonial Trust Co | 13,933 | $669.7 萬 | 1.60% | +203+1.5% | 加碼 |
| Sander Capital Advisors Inc | 13,894 | $667.8 萬 | 3.65% | +13,894 | 新進 |
| Madison Wealth Management | 13,877 | $667.0 萬 | 1.35% | +58+0.4% | 加碼 |
| CAPROCK Group, Inc. | 13,829 | $664.7 萬 | 0.49% | −156−1.1% | 減碼 |
| Asio Capital, LLC | 13,777 | $662.2 萬 | 1.62% | −26−0.2% | 減碼 |
| Choate Investment Advisors | 13,691 | $658.0 萬 | 0.28% | +4,861+55.1% | 加碼 |
| Chicago Trust Co NA | 13,639 | $655.5 萬 | 1.57% | +127+0.9% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,619 | $654.6 萬 | 5.94% | +71+0.5% | 加碼 |
| Perigon Wealth Management, LLC | 13,602 | $653.8 萬 | 0.26% | +7,942+140.3% | 加碼 |
| Running Oak Capital LLC | 13,597 | $653.5 萬 | 1.60% | +1,319+10.7% | 加碼 |
| Spinnaker Trust | 13,594 | $653.4 萬 | 0.47% | −9−0.1% | 減碼 |
| Ulland Investment Advisors, LLC | 13,570 | $652.2 萬 | 6.70% | +129+1.0% | 加碼 |
| Perkins Coie Trust Co | 13,440 | $646.0 萬 | 1.83% | −559−4.0% | 減碼 |
| Asset Dedication, LLC | 13,589 | $644.1 萬 | 0.55% | +9+0.1% | 加碼 |
| Bogart Wealth, LLC | 13,396 | $643.9 萬 | 0.41% | +662+5.2% | 加碼 |
| Sandy Spring Bank | 13,389 | $643.5 萬 | 0.34% | +429+3.3% | 加碼 |