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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 2,885 | $138.7 萬 | 0.07% | −146−4.8% | 減碼 |
| E&G Advisors, LP | 2,880 | $138.4 萬 | 0.48% | 00.0% | 不變 |
| Kingfisher Capital LLC | 2,870 | $138.0 萬 | 0.36% | +85+3.1% | 加碼 |
| KLCM Advisors, Inc. | 2,860 | $137.5 萬 | 0.27% | −722−20.2% | 減碼 |
| Virtue Capital Management, LLC | 2,915 | $137.3 萬 | 0.23% | −117−3.9% | 減碼 |
| Signature Wealth Management Group | 2,855 | $137.2 萬 | 0.64% | +106+3.9% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,855 | $137.2 萬 | 0.85% | −39−1.3% | 減碼 |
| XML Financial, LLC | 2,855 | $137.2 萬 | 0.16% | +141+5.2% | 加碼 |
| FirstPurpose Wealth LLC | 2,854 | $137.2 萬 | 0.59% | +59+2.1% | 加碼 |
| Concord Wealth Partners | 2,845 | $136.8 萬 | 0.29% | +1,274+81.1% | 加碼 |
| Edge Capital Group, LLC | 2,838 | $136.4 萬 | 0.08% | +608+27.3% | 加碼 |
| Founders Financial Alliance, LLC | 2,838 | $136.4 萬 | 0.54% | +623+28.1% | 加碼 |
| LaFleur & Godfrey LLC | 2,837 | $136.4 萬 | 0.20% | +328+13.1% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 2,827 | $135.9 萬 | 1.21% | +124+4.6% | 加碼 |
| Tandem Capital Management Corp | 2,816 | $135.3 萬 | 0.88% | 00.0% | 不變 |
| GoalVest Advisory LLC | 2,815 | $135.3 萬 | 0.70% | +286+11.3% | 加碼 |
| Drive Wealth Management, LLC | 2,813 | $135.2 萬 | 0.50% | +32+1.2% | 加碼 |
| Absolute Capital Management, LLC | 2,807 | $134.9 萬 | 1.24% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 2,807 | $134.9 萬 | 0.27% | −256−8.4% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 2,784 | $134.8 萬 | 0.71% | +68+2.5% | 加碼 |
| Baldwin Investment Management, LLC | 2,800 | $134.6 萬 | 0.22% | +380+15.7% | 加碼 |
| Adirondack Trust Co | 2,657 | $134.5 萬 | 0.63% | −281−9.6% | 減碼 |
| MRP Capital Investments, LLC | 2,799 | $134.5 萬 | 1.32% | −855−23.4% | 減碼 |
| Pennsylvania Capital Management Inc | 2,797 | $134.4 萬 | 0.58% | +12+0.4% | 加碼 |
| KFA Private Wealth Group, LLC | 2,793 | $134.3 萬 | 0.56% | +184+7.1% | 加碼 |
| Live Oak Investment Partners | – | $134.2 萬 | 1.12% | – | – |
| BancorpSouth Bank | 2,791 | $134.1 萬 | 0.12% | +26+0.9% | 加碼 |
| La Financiere de L'Echiquier | 2,790 | $134.1 萬 | 0.07% | −176,613−98.4% | 減碼 |
| Van Leeuwen & Company, LLC | 2,802 | $133.9 萬 | 0.84% | +177+6.7% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 2,777 | $133.5 萬 | 0.31% | +12+0.4% | 加碼 |
| Pure Financial Advisors, Inc. | 2,769 | $133.1 萬 | 0.06% | +8+0.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 2,769 | $133.1 萬 | 0.83% | +484+21.2% | 加碼 |
| Corundum Group, Inc. | 2,762 | $132.8 萬 | 0.66% | −637−18.7% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,762 | $132.8 萬 | 0.33% | +60+2.2% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,750 | $132.2 萬 | 0.49% | +9+0.3% | 加碼 |
| Cornerstone Advisory, LLC | 2,747 | $132.0 萬 | 0.23% | −14−0.5% | 減碼 |
| Meridian Financial Partners LLC | 2,611 | $131.7 萬 | 0.79% | +153+6.2% | 加碼 |
| Ronald Blue Trust, Inc. | 2,783 | $131.5 萬 | 0.02% | −4,757−63.1% | 減碼 |
| Covenant Partners, LLC | 2,735 | $131.5 萬 | 0.47% | −124−4.3% | 減碼 |
| Triasima Portfolio Management inc. | 2,060 | $131.1 萬 | 0.08% | −4,380−68.0% | 減碼 |
| MBL Wealth, LLC | 2,722 | $130.8 萬 | 0.18% | −6−0.2% | 減碼 |
| Ashburton (Jersey) Ltd | 2,722 | $130.8 萬 | 0.64% | −845−23.7% | 減碼 |
| Ellis Investment Partners, LLC | 2,719 | $130.7 萬 | 0.32% | +69+2.6% | 加碼 |
| Chicago Partners Investment Group LLC | 2,587 | $130.6 萬 | 0.07% | −473−15.5% | 減碼 |
| BlueCrest Capital Management Ltd | 2,715 | $130.5 萬 | 0.17% | +2,715 | 新進 |
| Aletheian Wealth Advisors LLC | 2,707 | $130.1 萬 | 0.89% | +2,006+286.2% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 2,456 | $130.1 萬 | 2.44% | +25+1.0% | 加碼 |
| Diversified, LLC | 2,707 | $130.1 萬 | 0.33% | −40−1.5% | 減碼 |
| Codex Capital, L.L.C. | 2,700 | $129.8 萬 | 0.84% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 2,699 | $129.7 萬 | 0.70% | +138+5.4% | 加碼 |
| Beacon Financial Group | 2,723 | $129.7 萬 | 0.18% | −208−7.1% | 減碼 |
| City State Bank | 2,697 | $129.6 萬 | 0.70% | +52+2.0% | 加碼 |
| Kingdom Financial Group LLC. | 2,695 | $129.6 萬 | 1.27% | +2,695 | 新進 |
| Garrison Point Advisors, LLC | 2,693 | $129.4 萬 | 0.93% | −75−2.7% | 減碼 |
| Bank of Stockton | 2,692 | $129.4 萬 | 0.44% | +22+0.8% | 加碼 |
| Perennial Investment Advisors, LLC | 2,690 | $129.3 萬 | 0.23% | +15+0.6% | 加碼 |
| Endurance Wealth Management, Inc. | 2,685 | $129.1 萬 | 0.18% | 00.0% | 不變 |
| Heron Financial Group, LLC | 2,682 | $128.9 萬 | 0.69% | −10.0% | 減碼 |
| GraniteShares Advisors LLC | 2,682 | $128.9 萬 | 1.16% | −93−3.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 2,680 | $128.8 萬 | 0.64% | −59−2.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,673 | $128.5 萬 | 0.49% | −6−0.2% | 減碼 |
| Transatlantique Private Wealth LLC | 2,669 | $128.3 萬 | 0.67% | +71+2.7% | 加碼 |
| Caldwell Investment Management Ltd. | 2,690 | $128.2 萬 | 0.97% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 2,656 | $127.7 萬 | 0.19% | 00.0% | 不變 |
| Droms Strauss Advisors Inc | 2,702 | $127.3 萬 | 0.53% | −7−0.3% | 減碼 |
| Kensington Investment Counsel, LLC | 2,646 | $127.2 萬 | 0.81% | 00.0% | 不變 |
| Genesee Capital Advisors, LLC | 2,644 | $127.1 萬 | 0.87% | −270−9.3% | 減碼 |
| Townsend Asset Management Corp | 2,643 | $127.1 萬 | 0.61% | +182+7.4% | 加碼 |
| Strategy Asset Managers LLC | 2,642 | $127.0 萬 | 0.28% | +1,190+82.0% | 加碼 |
| Archer Investment Corp | 2,641 | $126.9 萬 | 0.45% | +502+23.5% | 加碼 |
| New England Research & Management, Inc. | 2,640 | $126.9 萬 | 0.74% | +110+4.3% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,640 | $126.9 萬 | 0.87% | −90−3.3% | 減碼 |
| First National Bank of Hutchinson | 2,637 | $126.7 萬 | 0.93% | +18+0.7% | 加碼 |
| Riverview Trust Co | 2,629 | $126.4 萬 | 1.15% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,625 | $126.2 萬 | 0.14% | −126−4.6% | 減碼 |
| Angeles Investment Advisors, LLC | 2,620 | $125.9 萬 | 0.11% | +922+54.3% | 加碼 |
| Wallace Advisory Group, LLC | 2,662 | $125.8 萬 | 0.96% | 00.0% | 不變 |
| Invenio Wealth Partners LLC | 2,617 | $125.8 萬 | 1.43% | +2,617 | 新進 |
| TLWM | 2,610 | $125.4 萬 | 0.36% | +37+1.4% | 加碼 |
| Financial Insights, Inc. | 2,608 | $125.4 萬 | 0.46% | +454+21.1% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,607 | $125.3 萬 | 0.20% | +164+6.7% | 加碼 |
| Investment Partners, Ltd. | 2,604 | $125.2 萬 | 0.65% | +250+10.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,599 | $124.9 萬 | 0.00% | −10.0% | 減碼 |
| Wealth Management Partners, LLC | 2,598 | $124.9 萬 | 0.78% | +155+6.3% | 加碼 |
| Fairfield Financial Advisors, LTD | 2,596 | $124.8 萬 | 0.50% | +1,140+78.3% | 加碼 |
| Gitterman Wealth Management, LLC | 2,593 | $124.6 萬 | 0.58% | −414−13.8% | 減碼 |
| Sargent Investment Group, LLC | 2,593 | $124.6 萬 | 0.30% | +289+12.5% | 加碼 |
| Apeiron RIA LLC | 2,590 | $124.5 萬 | 0.43% | +9+0.3% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 2,587 | $124.4 萬 | 0.39% | −91−3.4% | 減碼 |
| Silver Oak Securities, Inc | 2,572 | $123.6 萬 | 0.20% | +700+37.4% | 加碼 |
| Ropes Wealth Advisors LLC | 2,566 | $123.3 萬 | 0.20% | +288+12.6% | 加碼 |
| Vivaldi Capital Management, LLC | 2,561 | $123.1 萬 | 0.38% | +160+6.7% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,555 | $122.8 萬 | 0.14% | −17−0.7% | 減碼 |
| Everett Harris & Co | 2,555 | $122.8 萬 | 0.02% | +509+24.9% | 加碼 |
| Parkside Financial Bank & Trust | 2,553 | $122.7 萬 | 0.29% | +23+0.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,533 | $121.8 萬 | 0.27% | −131−4.9% | 減碼 |
| Aaron Wealth Advisors | 2,529 | $121.6 萬 | 0.16% | +127+5.3% | 加碼 |
| Machina Capital S.A.S. | 2,529 | $121.6 萬 | 0.69% | +2,495+7,338.2% | 加碼 |
| Crawford Investment Counsel Inc | 2,527 | $121.4 萬 | 0.02% | −410−14.0% | 減碼 |
| Clarity Financial LLC | 2,522 | $121.2 萬 | 0.18% | +381+17.8% | 加碼 |