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 |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 11,037 | $530.5 萬 | 2.17% | +2,389+27.6% | 加碼 |
| Solidarilty Wealth, LLC | 11,032 | $530.2 萬 | 2.18% | −600−5.2% | 減碼 |
| Plancorp, LLC | 10,998 | $528.6 萬 | 0.29% | −6−0.1% | 減碼 |
| Proequities, Inc. | 10,992 | $528.3 萬 | 0.40% | +582+5.6% | 加碼 |
| Stiles Financial Services Inc | 10,964 | $527.0 萬 | 2.62% | −23−0.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 10,955 | $526.5 萬 | 0.95% | +4,902+81.0% | 加碼 |
| Great Lakes Retirement, Inc. | 10,952 | $526.4 萬 | 0.93% | +240+2.2% | 加碼 |
| Trust Asset Management LLC | 10,941 | $525.9 萬 | 0.55% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 10,915 | $524.6 萬 | 0.05% | +3,129+40.2% | 加碼 |
| Unison Asset Management LLC | 10,905 | $524.1 萬 | 3.50% | +431+4.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 10,902 | $524.0 萬 | 1.53% | +10,397+2,058.8% | 加碼 |
| Portside Wealth Group, LLC | 10,892 | $523.5 萬 | 0.97% | +10,892 | 新進 |
| Keebeck Wealth Management, LLC | 10,788 | $518.5 萬 | 0.71% | +1,122+11.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 10,784 | $518.3 萬 | 0.51% | +1,513+16.3% | 加碼 |
| Keeler Thomas Management LLC | 10,770 | $517.7 萬 | 2.09% | +14+0.1% | 加碼 |
| Csenge Advisory Group | 10,710 | $514.8 萬 | 0.35% | +615+6.1% | 加碼 |
| Rice Partnership, LLC | 10,708 | $514.7 萬 | 1.41% | +197+1.9% | 加碼 |
| NBT Bank N A | 10,694 | $514.0 萬 | 0.73% | −110−1.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,679 | $513.3 萬 | 0.67% | +437+4.3% | 加碼 |
| Constitution Capital LLC | 10,664 | $512.6 萬 | 2.92% | −247−2.3% | 減碼 |
| Capital Analysts, LLC | 10,646 | $511.6 萬 | 0.28% | −229−2.1% | 減碼 |
| Moloney Securities Asset Management, LLC | 10,625 | $510.7 萬 | 0.90% | +516+5.1% | 加碼 |
| Bank of New Hampshire | 10,621 | $510.5 萬 | 1.46% | +290+2.8% | 加碼 |
| Nikulski Financial, Inc. | 10,615 | $510.2 萬 | 2.11% | +117+1.1% | 加碼 |
| Wade G W & Inc | 10,584 | $508.7 萬 | 0.18% | −112−1.0% | 減碼 |
| JB Capital LLC | 10,561 | $507.7 萬 | 0.43% | −237−2.2% | 減碼 |
| NBW Capital LLC | 10,500 | $504.7 萬 | 1.18% | −8−0.1% | 減碼 |
| GM Advisory Group, Inc. | 10,496 | $504.5 萬 | 0.42% | −584−5.3% | 減碼 |
| Fairhaven Wealth Management, LLC | 10,376 | $498.7 萬 | 1.91% | +10,376 | 新進 |
| Weik Capital Management | 10,366 | $498.2 萬 | 2.35% | −85−0.8% | 減碼 |
| Souders Financial Advisors | 10,340 | $497.0 萬 | 0.95% | −112−1.1% | 減碼 |
| Western Wealth Management, LLC | 10,336 | $496.8 萬 | 0.42% | +278+2.8% | 加碼 |
| Northeast Financial Consultants Inc | 10,335 | $496.7 萬 | 0.30% | +582+6.0% | 加碼 |
| K.J. Harrison & Partners Inc | 10,361 | $496.2 萬 | 0.90% | +926+9.8% | 加碼 |
| Buck Wealth Strategies, LLC | 10,314 | $495.7 萬 | 2.15% | +728+7.6% | 加碼 |
| Heirloom Wealth Management | 10,288 | $494.5 萬 | 2.15% | +420+4.3% | 加碼 |
| Duff & Phelps Investment Management Co | 10,234 | $491.9 萬 | 0.06% | 00.0% | 不變 |
| Eclectic Associates Inc | 10,216 | $491.0 萬 | 2.41% | +32+0.3% | 加碼 |
| Becker Capital Management Inc | 10,183 | $489.4 萬 | 0.19% | +1,507+17.4% | 加碼 |
| Goodwin Daniel L | 10,180 | $489.3 萬 | 2.34% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 10,173 | $489.0 萬 | 0.78% | +1,740+20.6% | 加碼 |
| GDS Wealth Management | 10,098 | $485.4 萬 | 0.79% | +596+6.3% | 加碼 |
| Johnson Financial Group, Inc. | 10,075 | $484.2 萬 | 0.33% | +2,266+29.0% | 加碼 |
| Chatham Capital Group, Inc. | 10,051 | $483.1 萬 | 1.02% | −10−0.1% | 減碼 |
| Intrust Bank NA | 10,041 | $482.6 萬 | 0.59% | −224−2.2% | 減碼 |
| JS Capital Management LLC | 10,000 | $480.6 萬 | 0.63% | +10,000 | 新進 |
| Sivik Global Healthcare LLC | 10,000 | $480.6 萬 | 1.92% | −7,500−42.9% | 減碼 |
| Maxi Investments CY Ltd | 10,000 | $480.6 萬 | 3.44% | +10,000 | 新進 |
| Bond & Devick Financial Network, Inc. | 9,977 | $479.5 萬 | 2.98% | −107−1.1% | 減碼 |
| Glen Eagle Advisors, LLC | 9,930 | $477.3 萬 | 1.10% | +217+2.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 9,929 | $477.2 萬 | 1.36% | −112−1.1% | 減碼 |
| Bowen Hanes & Co Inc | 9,918 | $476.7 萬 | 0.15% | −84,951−89.5% | 減碼 |
| Mirador Capital Partners LP | 9,847 | $473.3 萬 | 1.12% | −19−0.2% | 減碼 |
| J. W. Coons Advisors, LLC | 9,836 | $472.8 萬 | 1.29% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 9,811 | $471.6 萬 | 0.28% | +112+1.2% | 加碼 |
| Holderness Investments Co | 9,807 | $471.3 萬 | 1.74% | +135+1.4% | 加碼 |
| Institutional & Family Asset Management, LLC | 9,788 | $470.4 萬 | 0.77% | +29+0.3% | 加碼 |
| Transcend Wealth Collective, LLC | 9,760 | $469.1 萬 | 0.45% | +2,844+41.1% | 加碼 |
| Lavaca Capital LLC | 9,746 | $468.4 萬 | 1.46% | −179−1.8% | 減碼 |
| City Holding Co | 9,739 | $468.1 萬 | 0.81% | +714+7.9% | 加碼 |
| Alley Investment Management Company, LLC | 9,734 | $467.9 萬 | 0.75% | +89+0.9% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 9,708 | $466.6 萬 | 2.15% | +9,036+1,344.6% | 加碼 |
| Laidlaw Wealth Management LLC | 9,701 | $466.3 萬 | 0.91% | −141−1.4% | 減碼 |
| Fullerton Fund Management Co Ltd. | 9,658 | $464.2 萬 | 0.32% | −34,622−78.2% | 減碼 |
| LexAurum Advisors, LLC | 9,637 | $463.2 萬 | 1.39% | +27+0.3% | 加碼 |
| WealthShield Partners, LLC | 9,631 | $462.9 萬 | 0.70% | +1,712+21.6% | 加碼 |
| Nations Financial Group Inc, | 9,622 | $462.5 萬 | 0.45% | +98+1.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 9,622 | $462.5 萬 | 0.49% | +351+3.8% | 加碼 |
| De Burlo Group Inc | 9,605 | $461.7 萬 | 0.77% | −50−0.5% | 減碼 |
| Tranquility Partners, LLC | 9,571 | $460.0 萬 | 1.98% | +72+0.8% | 加碼 |
| Bray Capital Advisors | 9,566 | $459.8 萬 | 1.38% | −15−0.2% | 減碼 |
| Koshinski Asset Management, Inc. | 9,565 | $459.7 萬 | 0.49% | −3,729−28.1% | 減碼 |
| Tower View Investment Management & Research LLC | 9,563 | $459.6 萬 | 3.12% | −686−6.7% | 減碼 |
| Bayesian Capital Management, LP | 9,550 | $459.0 萬 | 0.49% | +5,450+132.9% | 加碼 |
| Investment House LLC | 9,540 | $458.5 萬 | 0.34% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 9,534 | $458.2 萬 | 1.75% | +968+11.3% | 加碼 |
| Aquatic Capital Management LLC | 9,500 | $456.6 萬 | 0.25% | −21,800−69.6% | 減碼 |
| Fortis Group Advisors, LLC | 9,498 | $456.5 萬 | 1.21% | +7+0.1% | 加碼 |
| PACK Private Wealth, LLC | 9,492 | $456.2 萬 | 3.41% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 9,462 | $454.8 萬 | 1.85% | −116−1.2% | 減碼 |
| DFPG Investments, LLC | 8,925 | $449.5 萬 | 0.41% | +1,461+19.6% | 加碼 |
| Riggs Asset Managment Co. Inc. | 9,337 | $448.8 萬 | 1.58% | −13−0.1% | 減碼 |
| Icon Advisers Inc | 9,319 | $447.9 萬 | 1.14% | −3,800−29.0% | 減碼 |
| Bryn Mawr Trust Co | 9,311 | $447.5 萬 | 0.19% | −170−1.8% | 減碼 |
| Stanley-Laman Group, Ltd. | 9,309 | $447.4 萬 | 0.74% | +47+0.5% | 加碼 |
| Viawealth, LLC | 9,303 | $447.2 萬 | 3.34% | +102+1.1% | 加碼 |
| Citizens Business Bank | 9,303 | $447.1 萬 | 1.00% | −353−3.7% | 減碼 |
| Trinity Legacy Partners, LLC | 9,289 | $446.5 萬 | 1.56% | −6−0.1% | 減碼 |
| Qtron Investments LLC | 9,259 | $445.0 萬 | 0.84% | +185+2.0% | 加碼 |
| Deltec Asset Management LLC | 9,250 | $444.6 萬 | 0.97% | −150−1.6% | 減碼 |
| Lakeview Capital Partners, LLC | 9,208 | $442.6 萬 | 0.82% | +1,678+22.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 9,202 | $442.3 萬 | 0.36% | −1,319−12.5% | 減碼 |
| River Wealth Advisors LLC | 9,195 | $442.0 萬 | 0.75% | +444+5.1% | 加碼 |
| Gateway Advisory, LLC | 9,173 | $440.9 萬 | 0.93% | −904−9.0% | 減碼 |
| Lindenwold Advisors | 9,154 | $440.0 萬 | 2.70% | −1,372−13.0% | 減碼 |
| IHT Wealth Management, LLC | 9,118 | $438.2 萬 | 0.23% | +1,473+19.3% | 加碼 |
| Covea Finance | 9,100 | $437.4 萬 | 0.24% | +9,100 | 新進 |
| Trifecta Capital Advisors, LLC | 9,094 | $437.1 萬 | 1.41% | +335+3.8% | 加碼 |
| VGI Partners Ltd | 9,075 | $436.2 萬 | 0.94% | +1,700+23.1% | 加碼 |
| Northeast Investment Management | 9,070 | $435.9 萬 | 0.25% | −2,353−20.6% | 減碼 |