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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 13,357 | $642.0 萬 | 1.55% | +1,077+8.8% | 加碼 |
| CMH Wealth Management LLC | 13,307 | $639.6 萬 | 1.72% | +850+6.8% | 加碼 |
| Thematics Asset Management | 13,306 | $639.5 萬 | 0.31% | +2,049+18.2% | 加碼 |
| Burns J W & Co Inc | 13,286 | $638.6 萬 | 1.02% | +482+3.8% | 加碼 |
| Connecticut Wealth Management, LLC | 13,260 | $637.3 萬 | 0.44% | +5,627+73.7% | 加碼 |
| Lindbrook Capital, LLC | 13,215 | $635.2 萬 | 0.68% | −764−5.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 13,207 | $634.8 萬 | 0.82% | +85+0.6% | 加碼 |
| Gifford Fong Associates | 13,206 | $634.7 萬 | 1.49% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 13,202 | $634.5 萬 | 0.37% | +970+7.9% | 加碼 |
| GYL Financial Synergies, LLC | 13,201 | $634.5 萬 | 0.58% | +10,101+325.8% | 加碼 |
| Sky Investment Group LLC | 13,159 | $632.5 萬 | 1.37% | +338+2.6% | 加碼 |
| HGK Asset Management Inc | 13,124 | $630.8 萬 | 2.01% | +1,298+11.0% | 加碼 |
| Wesleyan Assurance Society | 13,100 | $629.4 萬 | 0.67% | +13,100 | 新進 |
| Americana Partners, LLC | 13,089 | $629.1 萬 | 0.81% | +278+2.2% | 加碼 |
| Nemes Rush Group LLC | 13,041 | $626.8 萬 | 1.11% | +13,041 | 新進 |
| Simmons Bank | 13,033 | $626.4 萬 | 0.53% | +65+0.5% | 加碼 |
| Marshall & Sullivan Inc | 13,027 | $626.1 萬 | 3.50% | −26−0.2% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 13,014 | $625.5 萬 | 2.03% | +460+3.7% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $624.8 萬 | 1.74% | 00.0% | 不變 |
| GPM Growth Investors, Inc. | 12,903 | $620.2 萬 | 3.25% | +1,695+15.1% | 加碼 |
| Fulton Bank, N.A. | 12,874 | $618.8 萬 | 0.30% | +577+4.7% | 加碼 |
| Cubic Asset Management, LLC | 12,860 | $618.1 萬 | 1.66% | −1,329−9.4% | 減碼 |
| Connable Office Inc | 12,859 | $618.1 萬 | 0.85% | −314−2.4% | 減碼 |
| Capital Planning Advisors, LLC | 12,831 | $616.7 萬 | 1.25% | +145+1.1% | 加碼 |
| Suvretta Capital Management, LLC | 12,823 | $616.3 萬 | 0.33% | −152,341−92.2% | 減碼 |
| Monetary Management Group Inc | 12,743 | $612.5 萬 | 1.88% | −1,775−12.2% | 減碼 |
| Ballast, Inc. | 12,705 | $610.7 萬 | 2.34% | +148+1.2% | 加碼 |
| Nelson Capital Management, LLC | 12,683 | $609.6 萬 | 1.57% | −155−1.2% | 減碼 |
| Buckhead Capital Management LLC | 12,666 | $608.8 萬 | 1.45% | −1,452−10.3% | 減碼 |
| West Family Investments, Inc. | 12,636 | $607.3 萬 | 2.36% | −161−1.3% | 減碼 |
| Trium Capital LLP | 12,588 | $605.0 萬 | 1.70% | +2,312+22.5% | 加碼 |
| Paradigm Financial Partners, LLC | 12,572 | $604.3 萬 | 1.64% | +43+0.3% | 加碼 |
| Pitcairn Co | 12,566 | $604.0 萬 | 0.51% | −368−2.8% | 減碼 |
| Charter Trust Co | 12,538 | $602.6 萬 | 0.46% | −127−1.0% | 減碼 |
| Kidder Stephen W | 12,520 | $601.8 萬 | 1.97% | +433+3.6% | 加碼 |
| Lynch Asset Management, Inc. | 12,500 | $600.8 萬 | 3.87% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 12,219 | $597.4 萬 | 0.19% | +12,219 | 新進 |
| North Star Asset Management Inc | 12,399 | $595.9 萬 | 0.33% | +10,046+426.9% | 加碼 |
| Arjuna Capital | 12,385 | $595.3 萬 | 2.11% | +157+1.3% | 加碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $594.8 萬 | 0.30% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 12,361 | $594.1 萬 | 1.33% | +168+1.4% | 加碼 |
| Naples Global Advisors, LLC | 12,347 | $593.4 萬 | 0.70% | +520+4.4% | 加碼 |
| PFG Advisors | 12,310 | $591.6 萬 | 0.45% | +1,174+10.5% | 加碼 |
| Resources Management Corp | 12,307 | $591.5 萬 | 0.92% | +5,518+81.3% | 加碼 |
| Lountzis Asset Management, LLC | 11,574 | $591.3 萬 | 3.26% | −902−7.2% | 減碼 |
| Davis-Rea Ltd. | 12,294 | $590.9 萬 | 3.32% | +40+0.3% | 加碼 |
| Armstrong Shaw Associates Inc | 12,286 | $590.5 萬 | 6.01% | −1,786−12.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 12,283 | $590.4 萬 | 0.62% | +706+6.1% | 加碼 |
| West Coast Financial LLC | 12,262 | $589.4 萬 | 0.83% | −137−1.1% | 減碼 |
| Atlantic Trust, LLC | 12,358 | $588.7 萬 | 1.89% | −1,384−10.1% | 減碼 |
| Meeder Advisory Services, Inc. | 12,218 | $587.3 萬 | 0.63% | −714−5.5% | 減碼 |
| Essex Financial Services, Inc. | 12,150 | $584.0 萬 | 0.66% | −2,326−16.1% | 減碼 |
| Fund Management at Engine No. 1 LLC | 12,121 | $582.6 萬 | 1.07% | +789+7.0% | 加碼 |
| Lake Street Advisors Group, LLC | 12,119 | $582.5 萬 | 0.32% | −38−0.3% | 減碼 |
| Value Partners Investments Inc. | 12,077 | $580.2 萬 | 0.47% | +48+0.4% | 加碼 |
| Kinneret Advisory, LLC | 12,058 | $579.6 萬 | 0.69% | 00.0% | 不變 |
| Globeflex Capital L P | 12,055 | $579.4 萬 | 0.65% | −190−1.6% | 減碼 |
| Univest Financial Corp | 12,052 | $579.3 萬 | 1.75% | −386−3.1% | 減碼 |
| Gotham Asset Management, LLC | 12,044 | $578.9 萬 | 0.13% | −627−4.9% | 減碼 |
| Clio Asset Management LLC | 12,038 | $578.6 萬 | 5.36% | +12,038 | 新進 |
| CenterBook Partners LP | 12,007 | $577.1 萬 | 0.72% | +5,454+83.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 12,002 | $576.7 萬 | 0.28% | +2,505+26.4% | 加碼 |
| Culbertson A N & Co Inc | 11,975 | $575.6 萬 | 1.11% | +16+0.1% | 加碼 |
| Arrow Financial Corp | 11,960 | $574.8 萬 | 0.69% | −342−2.8% | 減碼 |
| Private Trust Co NA | 11,937 | $573.7 萬 | 0.72% | +664+5.9% | 加碼 |
| Horizon Investment Services, LLC | 11,800 | $567.2 萬 | 3.46% | −38−0.3% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 11,799 | $567.1 萬 | 0.27% | +6+0.1% | 加碼 |
| Puzo Michael J | 11,776 | $566.0 萬 | 1.79% | +160+1.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 11,760 | $565.2 萬 | 1.70% | +657+5.9% | 加碼 |
| Kames Capital plc | 11,720 | $563.1 萬 | 0.09% | −325−2.7% | 減碼 |
| Regency Capital Management Inc. | 11,672 | $561.0 萬 | 4.88% | +3,051+35.4% | 加碼 |
| Valeo Financial Advisors, LLC | 11,636 | $559.3 萬 | 0.26% | −1,374−10.6% | 減碼 |
| RBA Wealth Management, LLC | 11,624 | $558.7 萬 | 2.60% | +14+0.1% | 加碼 |
| Acropolis Investment Management, LLC | 11,600 | $557.6 萬 | 0.44% | −368−3.1% | 減碼 |
| Innovis Asset Management LLC | 11,595 | $557.3 萬 | 2.06% | −5,483−32.1% | 減碼 |
| Clearstead Advisors, LLC | 11,587 | $556.9 萬 | 0.34% | +209+1.8% | 加碼 |
| Bank of Nova Scotia Trust Co | 11,579 | $556.5 萬 | 0.58% | +2,380+25.9% | 加碼 |
| Pegasus Partners Ltd. | 11,548 | $555.0 萬 | 0.82% | −94−0.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,520 | $553.7 萬 | 0.34% | −1,711−12.9% | 減碼 |
| Meridian Wealth Advisors, LLC | 11,512 | $553.3 萬 | 1.34% | +920+8.7% | 加碼 |
| Barbara Oil Co. | 11,500 | $552.7 萬 | 2.53% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 11,452 | $550.4 萬 | 0.55% | −234−2.0% | 減碼 |
| Pinnacle Holdings, LLC | 11,426 | $549.2 萬 | 2.45% | −28−0.2% | 減碼 |
| Gs Investments, Inc. | 11,398 | $547.8 萬 | 2.99% | +2,894+34.0% | 加碼 |
| JCIC Asset Management Inc. | 11,395 | $547.7 萬 | 2.49% | −875−7.1% | 減碼 |
| Whalerock Point Partners, LLC | 11,380 | $547.0 萬 | 1.86% | +846+8.0% | 加碼 |
| Wealthspire Advisors, LLC | 11,331 | $544.6 萬 | 0.09% | −134−1.2% | 減碼 |
| Clarius Group, LLC | 11,330 | $544.6 萬 | 0.42% | +767+7.3% | 加碼 |
| SlateStone Wealth, LLC | 11,315 | $543.8 萬 | 1.02% | −42−0.4% | 減碼 |
| Cigna Investments Inc | 11,283 | $542.3 萬 | 1.01% | −93−0.8% | 減碼 |
| Ocean Capital Management, LLC | 11,246 | $540.5 萬 | 2.43% | +90+0.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 11,216 | $539.1 萬 | 0.32% | −2,532−18.4% | 減碼 |
| Centre Asset Management, LLC | 11,186 | $537.6 萬 | 1.19% | +293+2.7% | 加碼 |
| Change Path, LLC | 11,141 | $535.5 萬 | 0.25% | −1,947−14.9% | 減碼 |
| Montag A & Associates Inc | 11,129 | $534.9 萬 | 0.33% | −2,088−15.8% | 減碼 |
| Reliant Investment Management, LLC | 11,106 | $533.8 萬 | 3.08% | −40−0.4% | 減碼 |
| Arden Trust Co | 11,087 | $532.9 萬 | 0.87% | −2,887−20.7% | 減碼 |
| Waldron Private Wealth LLC | 11,081 | $532.6 萬 | 0.27% | −1,870−14.4% | 減碼 |
| Canal Capital Management, LLC | 11,075 | $532.3 萬 | 1.08% | −52−0.5% | 減碼 |
| Quadrant Capital Group LLC | 11,039 | $530.6 萬 | 0.53% | −88−0.8% | 減碼 |