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 |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 2,514 | $120.8 萬 | 1.09% | −40−1.6% | 減碼 |
| Reuter James Wealth Management, LLC | 2,511 | $120.7 萬 | 1.45% | −140−5.3% | 減碼 |
| Harbert Fund Advisors, Inc. | 2,500 | $120.2 萬 | 0.77% | −1,500−37.5% | 減碼 |
| MCF Advisors LLC | 2,498 | $120.1 萬 | 0.11% | +210+9.2% | 加碼 |
| XR Securities LLC | 2,491 | $119.7 萬 | 1.85% | −1,144−31.5% | 減碼 |
| California First Leasing Corp | 2,489 | $119.6 萬 | 0.73% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 2,484 | $119.4 萬 | 0.14% | +297+13.6% | 加碼 |
| Camden Capital, LLC | 2,471 | $118.8 萬 | 0.14% | −10−0.4% | 減碼 |
| Cable Hill Partners, LLC | 2,468 | $118.6 萬 | 0.15% | −138−5.3% | 減碼 |
| Fortis Capital Management LLC | 2,468 | $118.6 萬 | 0.42% | +128+5.5% | 加碼 |
| KRS Capital Management, LLC | 2,465 | $118.5 萬 | 1.18% | +38+1.6% | 加碼 |
| Capital Market Strategies LLC | 2,461 | $118.3 萬 | 1.09% | +2,461 | 新進 |
| Bard Financial Services, Inc. | 2,460 | $118.2 萬 | 0.09% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 2,459 | $118.2 萬 | 0.83% | −239−8.9% | 減碼 |
| Phillips Wealth Planners LLC | 2,457 | $118.1 萬 | 1.55% | −358−12.7% | 減碼 |
| Vista Finance, LLC | 2,456 | $118.1 萬 | 1.85% | −32−1.3% | 減碼 |
| Syntegra Private Wealth Group, LLC | 2,450 | $117.8 萬 | 0.18% | +289+13.4% | 加碼 |
| Spirit of America Management Corp | 2,450 | $117.8 萬 | 0.27% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 2,471 | $117.7 萬 | 1.12% | −77−3.0% | 減碼 |
| Waterloo Capital, L.P. | 2,449 | $117.7 萬 | 0.35% | −218−8.2% | 減碼 |
| West Michigan Advisors, LLC | 2,445 | $117.5 萬 | 0.47% | −198−7.5% | 減碼 |
| Westside Investment Management, Inc. | 2,440 | $117.3 萬 | 0.33% | +37+1.5% | 加碼 |
| WT Wealth Management | 2,440 | $117.3 萬 | 0.49% | −70−2.8% | 減碼 |
| Nicolet Bankshares Inc | 2,439 | $117.2 萬 | 0.33% | +136+5.9% | 加碼 |
| Secure Asset Management, LLC | 2,437 | $117.2 萬 | 0.36% | +119+5.1% | 加碼 |
| Sendero Wealth Management, LLC | 2,437 | $117.1 萬 | 0.26% | −3,773−60.8% | 減碼 |
| Prudent Man Advisors, LLC | 2,430 | $116.8 萬 | 0.44% | −49−2.0% | 減碼 |
| ERn Financial, LLC | 2,429 | $116.7 萬 | 0.24% | +34+1.4% | 加碼 |
| McDaniel Terry & Co | 2,429 | $116.7 萬 | 0.12% | +325+15.4% | 加碼 |
| Mark Stevens | 2,426 | $116.6 萬 | 0.15% | +74+3.1% | 加碼 |
| CFM Wealth Partners LLC | 2,423 | $116.5 萬 | 0.28% | −57−2.3% | 減碼 |
| Weinberger Asset Management, Inc | 2,408 | $115.7 萬 | 0.64% | −9−0.4% | 減碼 |
| CVA Family Office, LLC | 2,407 | $115.7 萬 | 0.24% | +383+18.9% | 加碼 |
| Alta Advisers Ltd | 2,400 | $115.4 萬 | 0.65% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 2,399 | $115.3 萬 | 0.37% | +95+4.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,385 | $114.6 萬 | 0.04% | −247−9.4% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,385 | $114.6 萬 | 0.38% | −4−0.2% | 減碼 |
| Peak Asset Management, LLC | 2,379 | $114.3 萬 | 0.26% | −15−0.6% | 減碼 |
| Monument Capital Management | 2,379 | $114.3 萬 | 0.36% | +685+40.4% | 加碼 |
| Missouri Trust & Investment Co | 2,363 | $113.6 萬 | 0.64% | +10+0.4% | 加碼 |
| Prentice Wealth Management LLC | 2,363 | $113.6 萬 | 0.51% | +134+6.0% | 加碼 |
| Bluesphere Advisors, LLC | 2,358 | $113.3 萬 | 0.79% | +147+6.6% | 加碼 |
| OneAscent Financial Services LLC | 2,353 | $113.1 萬 | 0.50% | +401+20.5% | 加碼 |
| Riverwater Partners LLC | 2,350 | $113.0 萬 | 1.00% | −60−2.5% | 減碼 |
| FLC Capital Advisors | 2,349 | $112.9 萬 | 0.33% | 00.0% | 不變 |
| Cornerstone Wealth Advisors, Inc. | 2,348 | $112.9 萬 | 0.39% | 00.0% | 不變 |
| Saturna Capital CORP | 2,347 | $112.8 萬 | 0.02% | +128+5.8% | 加碼 |
| Hodges Capital Management Inc. | 0 | $112.4 萬 | 0.07% | −3,714−100.0% | 減碼 |
| Cladis Investment Advisory, LLC | 2,336 | $112.3 萬 | 0.98% | 00.0% | 不變 |
| North Ridge Wealth Advisors, Inc. | 2,330 | $112.0 萬 | 1.07% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 2,326 | $111.8 萬 | 0.84% | +223+10.6% | 加碼 |
| Asset Advisors Investment Management, LLC | 2,325 | $111.7 萬 | 0.14% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 2,310 | $111.0 萬 | 0.39% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 2,307 | $110.9 萬 | 0.22% | +691+42.8% | 加碼 |
| Joseph Group Capital Management | 2,305 | $110.8 萬 | 0.93% | +349+17.8% | 加碼 |
| Corundum Trust Company, INC | 2,305 | $110.8 萬 | 3.03% | +2,305 | 新進 |
| Essex Savings Bank | 2,302 | $110.6 萬 | 0.37% | −46−2.0% | 減碼 |
| Heartland Bank & Trust Co | 2,288 | $110.0 萬 | 0.86% | −177−7.2% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,282 | $109.7 萬 | 0.47% | +69+3.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 2,277 | $109.4 萬 | 0.39% | −188−7.6% | 減碼 |
| Eisler Capital (US) LLC | 2,267 | $109.0 萬 | 0.60% | +450+24.8% | 加碼 |
| Allred Capital Management, LLC | 2,267 | $108.9 萬 | 0.53% | −24−1.0% | 減碼 |
| Park National Corp | 2,266 | $108.9 萬 | 0.05% | +44+2.0% | 加碼 |
| State of Wyoming | 2,260 | $108.6 萬 | 0.32% | +1,095+94.0% | 加碼 |
| Edentree Asset Management Ltd | 2,250 | $108.1 萬 | 0.37% | +2,250 | 新進 |
| SkyOak Wealth, LLC | 2,242 | $107.8 萬 | 0.30% | +155+7.4% | 加碼 |
| Glassman Wealth Services | 2,232 | $107.3 萬 | 0.17% | −57−2.5% | 減碼 |
| Quantum Private Wealth, LLC | 2,229 | $107.1 萬 | 0.50% | +29+1.3% | 加碼 |
| WealthTrust Asset Management, LLC | 2,225 | $106.9 萬 | 0.97% | −789−26.2% | 減碼 |
| 626 Financial, LLC | 2,223 | $106.9 萬 | 0.68% | −422−16.0% | 減碼 |
| Briggs Advisory Group, Inc. | 2,219 | $106.6 萬 | 0.60% | +54+2.5% | 加碼 |
| Mendel Money Management | 2,218 | $106.6 萬 | 0.55% | +117+5.6% | 加碼 |
| Arvest Trust Co N A | 2,099 | $106.3 萬 | 0.06% | −53−2.5% | 減碼 |
| CNB Bank | 2,209 | $106.2 萬 | 0.62% | +129+6.2% | 加碼 |
| Fiduciary Planning LLC | 2,206 | $106.0 萬 | 0.49% | +34+1.6% | 加碼 |
| Mill Creek Capital Advisors, LLC | 2,203 | $105.9 萬 | 0.03% | +540+32.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,201 | $105.8 萬 | 0.20% | +130+6.3% | 加碼 |
| Montecito Bank & Trust | 2,191 | $105.3 萬 | 0.24% | +10+0.5% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,191 | $105.3 萬 | 0.57% | −114−4.9% | 減碼 |
| Armstrong Advisory Group, Inc | 2,188 | $105.2 萬 | 0.11% | 00.0% | 不變 |
| Snider Financial Group | 2,186 | $105.1 萬 | 0.50% | +2,186 | 新進 |
| Forte Capital LLC | 2,184 | $105.0 萬 | 0.15% | −5−0.2% | 減碼 |
| Epiq Partners, LLC | 2,178 | $104.7 萬 | 0.71% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 2,167 | $104.1 萬 | 0.37% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 2,165 | $104.1 萬 | 0.54% | +565+35.3% | 加碼 |
| One Wealth Advisors, LLC | 2,164 | $104.0 萬 | 0.22% | −29−1.3% | 減碼 |
| Centerpoint Advisors, LLC | 2,151 | $103.4 萬 | 0.42% | −94−4.2% | 減碼 |
| Wallace Capital Management Inc. | 2,150 | $103.3 萬 | 0.16% | +2,150 | 新進 |
| Concord Asset Management, LLC | 2,147 | $103.2 萬 | 0.36% | +362+20.3% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,144 | $103.2 萬 | 0.08% | −199−8.5% | 減碼 |
| Five Oceans Advisors | 2,146 | $103.1 萬 | 0.66% | +130+6.4% | 加碼 |
| Alphadyne Asset Management LP | 2,144 | $103.0 萬 | 3.15% | +2,144 | 新進 |
| Maven Securities LTD | 2,139 | $102.8 萬 | 0.15% | +2,139 | 新進 |
| Evergreen Wealth Solutions, LLC | 2,133 | $102.5 萬 | 1.03% | −44−2.0% | 減碼 |
| Sovereign Financial Group, Inc. | 2,131 | $102.4 萬 | 0.33% | +109+5.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,130 | $102.4 萬 | 0.19% | +70+3.4% | 加碼 |
| Wealth Management Associates, Inc. | 2,118 | $101.8 萬 | 0.58% | −40−1.9% | 減碼 |
| Colton Groome Financial Advisors, LLC | 2,112 | $101.5 萬 | 0.48% | +244+13.1% | 加碼 |
| Titleist Asset Management, LLC | 2,110 | $101.4 萬 | 0.20% | +537+34.1% | 加碼 |
| Charles Schwab Trust Co | 2,075 | $101.1 萬 | 0.12% | −2−0.1% | 減碼 |