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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 4,963 | $238.5 萬 | 0.42% | +2,515+102.7% | 加碼 |
| Insigneo Advisory Services, LLC | 4,961 | $238.4 萬 | 0.46% | +2,052+70.5% | 加碼 |
| Bank Hapoalim BM | 4,951 | $238.0 萬 | 0.34% | −297−5.7% | 減碼 |
| Signet Investment Advisory Group, Inc. | 4,951 | $238.0 萬 | 1.57% | +64+1.3% | 加碼 |
| Moser Wealth Advisors, LLC | 4,940 | $237.4 萬 | 1.60% | +4,940 | 新進 |
| Consilium Wealth Advisory, LLC | 4,938 | $237.3 萬 | 1.64% | +68+1.4% | 加碼 |
| 180 Wealth Advisors, LLC | 4,960 | $237.0 萬 | 0.52% | −50−1.0% | 減碼 |
| North Star Investment Management Corp. | 4,931 | $237.0 萬 | 0.19% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 4,926 | $236.8 萬 | 1.56% | 00.0% | 不變 |
| Welch & Forbes LLC | 4,915 | $236.2 萬 | 0.04% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 4,914 | $235.9 萬 | 0.17% | +253+5.4% | 加碼 |
| Joel Isaacson & Co., LLC | 4,908 | $235.9 萬 | 0.16% | +8+0.2% | 加碼 |
| Insight Wealth Strategies, LLC | 4,900 | $235.5 萬 | 0.45% | −5−0.1% | 減碼 |
| Caliber Wealth Management, LLC | 4,899 | $235.5 萬 | 1.58% | +3+0.1% | 加碼 |
| ProVise Management Group, LLC | 4,876 | $234.3 萬 | 0.21% | +739+17.9% | 加碼 |
| PFG Investments, LLC | 4,871 | $234.1 萬 | 0.42% | +739+17.9% | 加碼 |
| StoneX Group Inc. | 4,871 | $234.1 萬 | 0.24% | +42+0.9% | 加碼 |
| Cape Ann Savings Bank | 4,867 | $233.9 萬 | 1.56% | +60+1.2% | 加碼 |
| KCS Wealth Advisory | 4,864 | $233.8 萬 | 0.81% | +94+2.0% | 加碼 |
| Apexium Financial, LP | 4,855 | $233.4 萬 | 0.21% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 4,822 | $231.8 萬 | 0.27% | +922+23.6% | 加碼 |
| Financial Perspectives, Inc | 4,821 | $231.7 萬 | 1.02% | +54+1.1% | 加碼 |
| Harfst & Associates, Inc. | 4,813 | $231.3 萬 | 0.62% | +67+1.4% | 加碼 |
| Affinity Investment Advisors, LLC | 4,802 | $230.8 萬 | 1.34% | −1,248−20.6% | 減碼 |
| Palouse Capital Management, Inc. | 4,798 | $230.6 萬 | 1.61% | −505−9.5% | 減碼 |
| Harvey Investment Co LLC | 4,776 | $229.6 萬 | 0.30% | −177−3.6% | 減碼 |
| Ingalls & Snyder LLC | 4,771 | $229.3 萬 | 0.11% | +61+1.3% | 加碼 |
| Monte Financial Group, LLC | 4,770 | $229.2 萬 | 1.12% | +77+1.6% | 加碼 |
| Soltis Investment Advisors LLC | 4,761 | $228.9 萬 | 0.27% | +224+4.9% | 加碼 |
| Sunbelt Securities, Inc. | 4,729 | $227.3 萬 | 0.33% | +162+3.5% | 加碼 |
| Revolve Wealth Partners, LLC | 4,712 | $226.5 萬 | 0.53% | +160+3.5% | 加碼 |
| PDS Planning, Inc | 4,705 | $226.1 萬 | 0.29% | +391+9.1% | 加碼 |
| Warren Averett Asset Management, LLC | 4,681 | $225.0 萬 | 0.10% | +121+2.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,671 | $224.5 萬 | 0.72% | +4,671 | 新進 |
| Geller Advisors LLC | 4,658 | $223.9 萬 | 0.28% | +1,607+52.7% | 加碼 |
| Financial Advocates Investment Management | 4,657 | $223.8 萬 | 0.17% | −493−9.6% | 減碼 |
| McDonald Partners LLC | 4,653 | $223.7 萬 | 0.68% | +108+2.4% | 加碼 |
| Hartline Investment Corp | 4,651 | $223.5 萬 | 0.38% | −1,484−24.2% | 減碼 |
| Continuum Advisory, LLC | 4,645 | $223.3 萬 | 0.36% | −33−0.7% | 減碼 |
| Ashford Capital Management Inc | 4,644 | $223.2 萬 | 0.31% | −71−1.5% | 減碼 |
| AlphaStar Capital Management, LLC | 4,625 | $222.3 萬 | 0.25% | −11,972−72.1% | 減碼 |
| Hartford Financial Management Inc. | 4,624 | $222.2 萬 | 0.55% | +819+21.5% | 加碼 |
| Columbia Trust Co 01012016 | 4,617 | $221.9 萬 | 1.25% | +367+8.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,610 | $221.6 萬 | 0.16% | +326+7.6% | 加碼 |
| Aspiriant, LLC | 4,608 | $221.5 萬 | 0.11% | +172+3.9% | 加碼 |
| Freedom Day Solutions, LLC | 4,608 | $221.4 萬 | 0.98% | −253−5.2% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $219.9 萬 | 0.91% | 00.0% | 不變 |
| Oak Asset Management, LLC | 4,544 | $218.4 萬 | 0.90% | +103+2.3% | 加碼 |
| Applied Capital LLC | 4,523 | $217.4 萬 | 2.06% | +29+0.6% | 加碼 |
| Courier Capital LLC | 4,521 | $217.3 萬 | 0.17% | +2,856+171.5% | 加碼 |
| Voya Financial Advisors, Inc. | 4,557 | $217.1 萬 | 0.25% | −71−1.5% | 減碼 |
| Naviter Wealth, LLC | 4,508 | $216.7 萬 | 0.55% | +789+21.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,507 | $216.6 萬 | 0.15% | −565−11.1% | 減碼 |
| WP Advisors, LLC | 4,501 | $216.3 萬 | 0.87% | +57+1.3% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,490 | $215.8 萬 | 1.20% | +315+7.5% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,483 | $215.5 萬 | 0.20% | +193+4.5% | 加碼 |
| Alaethes Wealth LLC | 4,475 | $215.1 萬 | 1.18% | +32+0.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,475 | $215.1 萬 | 0.40% | +618+16.0% | 加碼 |
| Circle Wealth Management, LLC | 4,472 | $214.9 萬 | 0.28% | +10.0% | 加碼 |
| Bessemer Securities LLC | 4,457 | $214.2 萬 | 1.42% | −3,575−44.5% | 減碼 |
| Northeast Financial Group, Inc. | 4,448 | $213.8 萬 | 1.37% | −542−10.9% | 減碼 |
| Marion Wealth Management | 4,447 | $213.7 萬 | 0.76% | +145+3.4% | 加碼 |
| Schear Investment Advisers, LLC | 4,433 | $213.1 萬 | 2.25% | +9+0.2% | 加碼 |
| Accretive Wealth Partners, LLC | 4,405 | $211.7 萬 | 1.26% | +52+1.2% | 加碼 |
| Personal Cfo Solutions, LLC | 4,366 | $209.8 萬 | 0.43% | +30+0.7% | 加碼 |
| Core Wealth Advisors, Inc. | 4,355 | $209.3 萬 | 0.84% | +199+4.8% | 加碼 |
| Roof Eidam & Maycock | 4,314 | $207.3 萬 | 0.69% | −13−0.3% | 減碼 |
| Mach-1 Financial Group, Inc. | 4,309 | $207.1 萬 | 0.83% | +4,049+1,557.3% | 加碼 |
| Optas, LLC | 4,309 | $207.1 萬 | 0.69% | +72+1.7% | 加碼 |
| Cahill Financial Advisors Inc | 4,294 | $206.4 萬 | 0.33% | +146+3.5% | 加碼 |
| S&CO Inc | 4,279 | $205.6 萬 | 0.17% | +149+3.6% | 加碼 |
| Brasada Capital Management, LP | 4,269 | $205.2 萬 | 0.45% | −45−1.0% | 減碼 |
| Gyroscope Capital Management Group, LLC | 4,263 | $204.9 萬 | 0.47% | −1,500−26.0% | 減碼 |
| Hollencrest Capital Management | 4,259 | $204.7 萬 | 0.21% | −50−1.2% | 減碼 |
| MidWestOne Financial Group, Inc. | 4,245 | $204.0 萬 | 0.44% | −197−4.4% | 減碼 |
| Court Place Advisors, LLC | 4,224 | $203.0 萬 | 0.71% | +1,730+69.4% | 加碼 |
| JT Stratford LLC | 4,218 | $202.7 萬 | 0.55% | +612+17.0% | 加碼 |
| StrongBox Wealth, LLC | 4,216 | $202.6 萬 | 1.28% | +1,428+51.2% | 加碼 |
| WD Rutherford LLC | 4,180 | $200.9 萬 | 1.28% | −150−3.5% | 減碼 |
| Triangle Securities Wealth Management | 4,172 | $200.5 萬 | 0.69% | −60−1.4% | 減碼 |
| Oak Associates, Ltd | 4,169 | $200.4 萬 | 0.16% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 4,149 | $199.4 萬 | 0.21% | −89−2.1% | 減碼 |
| Frisch Financial Group, Inc. | 4,142 | $199.1 萬 | 0.95% | −266−6.0% | 減碼 |
| Stableford Capital II LLC | 3,953 | $199.0 萬 | 0.88% | +3,953 | 新進 |
| Stevens Capital Management LP | 4,140 | $199.0 萬 | 0.41% | +1,251+43.3% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,162 | $198.9 萬 | 0.41% | 00.0% | 不變 |
| Lincluden Management Ltd | 4,126 | $198.3 萬 | 0.23% | +4,126 | 新進 |
| Eqis Capital Management, Inc. | 4,124 | $198.2 萬 | 0.22% | +519+14.4% | 加碼 |
| Alpha DNA Investment Management LLC | 4,116 | $197.9 萬 | 1.12% | −715−14.8% | 減碼 |
| Lawson Kroeker Investment Management Inc | 4,116 | $197.8 萬 | 0.47% | 00.0% | 不變 |
| US Asset Management LLC | 4,109 | $197.5 萬 | 2.09% | −83−2.0% | 減碼 |
| Intact Investment Management Inc. | 4,100 | $197.1 萬 | 0.08% | −100−2.4% | 減碼 |
| Magnus Financial Group LLC | 4,080 | $196.1 萬 | 0.28% | −1,198−22.7% | 減碼 |
| Atomi Financial Group, Inc. | 4,074 | $195.8 萬 | 0.89% | +229+6.0% | 加碼 |
| Northcape Wealth Management, LLC | 4,069 | $195.6 萬 | 0.71% | +68+1.7% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 4,060 | $195.1 萬 | 1.44% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 4,055 | $194.9 萬 | 0.17% | −1,291−24.1% | 減碼 |
| Oarsman Capital, Inc. | 4,055 | $194.9 萬 | 0.85% | −559−12.1% | 減碼 |
| Ameliora Wealth Management Ltd. | 4,034 | $193.9 萬 | 1.20% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 4,018 | $193.1 萬 | 0.13% | −1,897−32.1% | 減碼 |