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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 4,004 | $192.5 萬 | 0.26% | +139+3.6% | 加碼 |
| Paralel Advisors LLC | 4,003 | $192.4 萬 | 0.10% | +445+12.5% | 加碼 |
| CFO4Life Group, LLC | 4,003 | $192.4 萬 | 0.41% | +226+6.0% | 加碼 |
| Opal Wealth Advisors, LLC | 4,001 | $192.3 萬 | 0.96% | +1,487+59.1% | 加碼 |
| Monetta Financial Services Inc | 4,000 | $192.3 萬 | 1.88% | −500−11.1% | 減碼 |
| Viking Fund Management LLC | 4,000 | $192.3 萬 | 0.36% | 00.0% | 不變 |
| Waycross Partners, LLC | 4,000 | $192.3 萬 | 0.42% | 00.0% | 不變 |
| Platform Technology Partners | 4,150 | $192.1 萬 | 0.90% | +899+27.7% | 加碼 |
| InterOcean Capital Group, LLC | 3,988 | $191.7 萬 | 0.06% | −566−12.4% | 減碼 |
| George Kaiser Family Foundation | 3,984 | $191.5 萬 | 0.33% | −740−15.7% | 減碼 |
| NVWM, LLC | 3,973 | $191.0 萬 | 0.62% | −1,223−23.5% | 減碼 |
| Ledge Wealth Management, Inc. | 3,955 | $190.1 萬 | 0.91% | −877−18.1% | 減碼 |
| Steel Peak Wealth Management LLC | 3,945 | $189.6 萬 | 0.11% | +1,390+54.4% | 加碼 |
| First Business Financial Services, Inc. | 3,939 | $189.3 萬 | 0.23% | +8+0.2% | 加碼 |
| First Nebraska Trust Co | 3,933 | $189.0 萬 | 0.23% | +8+0.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 3,927 | $188.7 萬 | 0.13% | 00.0% | 不變 |
| L.M. Kohn & Company | 3,925 | $188.7 萬 | 0.71% | +1,069+37.4% | 加碼 |
| Rede Wealth, LLC | 3,917 | $188.3 萬 | 0.89% | +2+0.1% | 加碼 |
| Rothschild Investment Corp | 3,917 | $188.2 萬 | 0.16% | +888+29.3% | 加碼 |
| 9258 Wealth Management, LLC | 3,911 | $188.0 萬 | 0.35% | +249+6.8% | 加碼 |
| Kozak & Associates, Inc. | 3,892 | $186.0 萬 | 0.75% | +10+0.3% | 加碼 |
| Ami Investment Management Inc | 3,864 | $185.7 萬 | 0.82% | −34−0.9% | 減碼 |
| Menard Financial Group LLC | 3,853 | $185.2 萬 | 3.81% | −280−6.8% | 減碼 |
| Doliver Advisors, LP | 3,850 | $185.0 萬 | 0.56% | +479+14.2% | 加碼 |
| Jag Capital Management, LLC | 3,846 | $184.9 萬 | 0.21% | −2,271−37.1% | 減碼 |
| Highview Capital Management LLC | 3,843 | $184.7 萬 | 0.99% | +2+0.1% | 加碼 |
| MONECO Advisors, LLC | 3,838 | $184.5 萬 | 0.50% | +18+0.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,832 | $184.2 萬 | 0.02% | +409+11.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 3,471 | $184.0 萬 | 0.44% | 00.0% | 不變 |
| HMS Capital Management, LLC | 3,823 | $183.7 萬 | 1.12% | −10.0% | 減碼 |
| FSM Wealth Advisors, LLC | 3,953 | $183.0 萬 | 0.92% | +307+8.4% | 加碼 |
| Romano Brothers and Company | 3,804 | $182.8 萬 | 0.27% | +37+1.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,799 | $182.6 萬 | 0.18% | +101+2.7% | 加碼 |
| Strategic Investment Advisors | 3,793 | $182.3 萬 | 0.25% | +50+1.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,790 | $182.2 萬 | 0.24% | +99+2.7% | 加碼 |
| Smith, Moore & Co. | 3,790 | $182.2 萬 | 0.23% | −105−2.7% | 減碼 |
| AXS Investments LLC | 3,784 | $181.9 萬 | 0.49% | +258+7.3% | 加碼 |
| Ahl Investment Management, Inc. | 3,777 | $181.5 萬 | 1.61% | +32+0.9% | 加碼 |
| Cynosure Management, LLC | 3,761 | $180.8 萬 | 0.54% | +3,761 | 新進 |
| Hudson Canyon Capital Management | 3,755 | $180.5 萬 | 1.42% | −115−3.0% | 減碼 |
| Sierra Capital LLC | 3,753 | $180.4 萬 | 0.29% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,744 | $179.9 萬 | 0.07% | −318−7.8% | 減碼 |
| Radnor Capital Management, LLC | 3,734 | $179.5 萬 | 0.77% | +3,734 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,723 | $178.9 萬 | 0.43% | +331+9.8% | 加碼 |
| Alta Wealth Advisors LLC | 3,714 | $178.5 萬 | 1.05% | −69−1.8% | 減碼 |
| Amica Retiree Medical Trust | 3,711 | $178.4 萬 | 1.99% | −237−6.0% | 減碼 |
| Fagan Associates, Inc. | 3,711 | $178.4 萬 | 0.43% | +2,677+258.9% | 加碼 |
| Altfest L J & Co Inc | 3,711 | $178.3 萬 | 0.27% | +224+6.4% | 加碼 |
| Parsons Capital Management Inc | 3,708 | $178.2 萬 | 0.14% | +209+6.0% | 加碼 |
| Blue Square Asset Management, LLC | 3,708 | $178.2 萬 | 1.27% | +2,175+141.9% | 加碼 |
| Money Concepts Capital Corp | 3,689 | $177.8 萬 | 0.18% | −4,833−56.7% | 減碼 |
| Delta Financial Advisors LLC | 3,700 | $177.8 萬 | 0.79% | +619+20.1% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,686 | $177.2 萬 | 0.12% | +2,564+228.5% | 加碼 |
| Herold Advisors, Inc. | 3,673 | $176.5 萬 | 0.54% | +275+8.1% | 加碼 |
| Aries Wealth Management | 3,664 | $176.1 萬 | 0.68% | +131+3.7% | 加碼 |
| Oakworth Capital, Inc. | 3,661 | $176.0 萬 | 0.15% | +215+6.2% | 加碼 |
| Hall Capital Management Co Inc | 3,660 | $175.9 萬 | 0.99% | +146+4.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 3,648 | $175.3 萬 | 0.64% | +30+0.8% | 加碼 |
| Key Financial Inc | 3,647 | $175.3 萬 | 0.58% | +151+4.3% | 加碼 |
| Cooke & Bieler LP | 3,645 | $175.2 萬 | 0.02% | −2,035−35.8% | 減碼 |
| Kathmere Capital Management, LLC | 3,629 | $174.4 萬 | 0.27% | +799+28.2% | 加碼 |
| Boston Family Office LLC | 3,627 | $174.4 萬 | 0.13% | +166+4.8% | 加碼 |
| Vista Investment Management | 3,623 | $174.2 萬 | 0.88% | +246+7.3% | 加碼 |
| First Financial Bank - Trust Division | 3,616 | $173.8 萬 | 0.18% | −159−4.2% | 減碼 |
| Confluence Wealth Services, Inc. | 3,599 | $173.0 萬 | 0.37% | +306+9.3% | 加碼 |
| Strategic Blueprint, LLC | 3,593 | $172.7 萬 | 0.16% | −5,600−60.9% | 減碼 |
| Ifrah Financial Services, Inc. | 3,580 | $172.1 萬 | 0.52% | −60−1.6% | 減碼 |
| Hoey Investments, Inc | 3,571 | $171.6 萬 | 0.57% | +1,419+65.9% | 加碼 |
| Prestige Wealth Management Group LLC | 3,569 | $171.6 萬 | 0.41% | −2,618−42.3% | 減碼 |
| Horan Securities, Inc. | 3,568 | $171.5 萬 | 0.73% | +19+0.5% | 加碼 |
| Groesbeck Investment Management Corp | 3,563 | $171.3 萬 | 2.61% | −297−7.7% | 減碼 |
| Farther Finance Advisors, LLC | 3,554 | $170.8 萬 | 0.37% | +247+7.5% | 加碼 |
| Goepper Burkhardt LLC | 3,554 | $170.8 萬 | 1.03% | +2+0.1% | 加碼 |
| Partners Capital Investment Group, LLP | 3,541 | $170.2 萬 | 0.04% | +904+34.3% | 加碼 |
| Independent Investors Inc | 3,540 | $170.1 萬 | 0.39% | −20−0.6% | 減碼 |
| Leisure Capital Management | 3,527 | $169.5 萬 | 0.93% | −15−0.4% | 減碼 |
| Morris Retirement Advisors, LLC | 3,520 | $169.2 萬 | 1.16% | −311−8.1% | 減碼 |
| Keudell/Morrison Wealth Management | 3,517 | $169.0 萬 | 0.49% | −10.0% | 減碼 |
| IMS Capital Management | 3,514 | $168.9 萬 | 0.94% | +60+1.7% | 加碼 |
| Hartford Funds Management Co LLC | 3,504 | $168.4 萬 | 0.17% | +482+15.9% | 加碼 |
| Scott Investment Partners LLP | 3,500 | $168.2 萬 | 3.78% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 3,490 | $167.7 萬 | 0.37% | −237−6.4% | 減碼 |
| Fiduciary Group LLC | 3,486 | $167.6 萬 | 0.21% | −179−4.9% | 減碼 |
| Trust Investment Advisors | 3,481 | $167.3 萬 | 1.35% | −1,179−25.3% | 減碼 |
| Proficio Capital Partners LLC | 3,476 | $167.1 萬 | 0.23% | +304+9.6% | 加碼 |
| Quent Capital, LLC | 3,473 | $166.9 萬 | 0.26% | −74−2.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 3,473 | $166.9 萬 | 0.54% | −98−2.7% | 減碼 |
| Privium Fund Management (UK) Ltd | 3,500 | $166.8 萬 | 1.31% | 00.0% | 不變 |
| Factorial Partners, LLC | 3,460 | $166.3 萬 | 1.15% | +1,960+130.7% | 加碼 |
| Keel Point, LLC | 3,444 | $165.5 萬 | 0.22% | +208+6.4% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,441 | $165.4 萬 | 0.74% | −25−0.7% | 減碼 |
| Pettee Investors, Inc. | 3,434 | $165.1 萬 | 0.75% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 3,422 | $164.5 萬 | 0.27% | +22+0.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,416 | $164.2 萬 | 0.01% | +3,416 | 新進 |
| Nwam LLC | 3,414 | $164.1 萬 | 0.13% | +59+1.8% | 加碼 |
| Whitener Capital Management, Inc. | 3,410 | $163.9 萬 | 0.63% | +95+2.9% | 加碼 |
| Independence Bank of Kentucky | 3,401 | $163.5 萬 | 0.66% | +520+18.0% | 加碼 |
| IAM Advisory, LLC | 3,399 | $163.4 萬 | 0.56% | +162+5.0% | 加碼 |
| PFW Advisors LLC | 3,214 | $163.3 萬 | 0.54% | +3,214 | 新進 |
| Verition Fund Management LLC | 3,391 | $163.0 萬 | 0.03% | +935+38.1% | 加碼 |