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
- 3,137
- 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 1,452 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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 40,991 | $1,970 萬 | 0.34% | +2,731+7.1% | 加碼 |
| PGGM Investments | 40,914 | $1,967 萬 | 0.32% | −3,273−7.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 40,897 | $1,966 萬 | 0.73% | +1,804+4.6% | 加碼 |
| NewEdge Wealth, LLC | 40,889 | $1,965 萬 | 0.66% | −1,292−3.1% | 減碼 |
| Metropolitan Life Insurance Co | 40,575 | $1,950 萬 | 0.95% | −1,218−2.9% | 減碼 |
| Bell Asset Management Ltd | 40,508 | $1,947 萬 | 3.33% | +3,854+10.5% | 加碼 |
| Private Capital Advisors, Inc. | 40,392 | $1,941 萬 | 3.18% | +2,003+5.2% | 加碼 |
| Summit Global Investments | 39,984 | $1,922 萬 | 1.27% | +38,777+3,212.7% | 加碼 |
| Castleark Management LLC | 39,910 | $1,918 萬 | 0.87% | −49,090−55.2% | 減碼 |
| Advisors Asset Management, Inc. | 39,770 | $1,912 萬 | 0.39% | +175+0.4% | 加碼 |
| Calamos Wealth Management LLC | 39,632 | $1,905 萬 | 1.40% | +2,708+7.3% | 加碼 |
| JLB & Associates Inc | 39,424 | $1,895 萬 | 2.70% | −532−1.3% | 減碼 |
| Westpac Banking Corp | 39,267 | $1,887 萬 | 1.33% | −171,918−81.4% | 減碼 |
| Citizens Financial Group Inc | 38,989 | $1,874 萬 | 0.68% | −2,648−6.4% | 減碼 |
| Punch & Associates Investment Management, Inc. | 38,881 | $1,869 萬 | 1.14% | −40.0% | 減碼 |
| Metis Global Partners, LLC | 38,664 | $1,858 萬 | 1.00% | +358+0.9% | 加碼 |
| Park Avenue Securities LLC | 38,249 | $1,838 萬 | 0.29% | −2,205−5.5% | 減碼 |
| Modera Wealth Management, LLC | 38,091 | $1,831 萬 | 0.33% | +32,756+614.0% | 加碼 |
| Stewart & Patten Co LLC | 37,951 | $1,824 萬 | 2.98% | −120.0% | 減碼 |
| Boston Private Wealth LLC | 37,937 | $1,823 萬 | 0.33% | −4,397−10.4% | 減碼 |
| Baader Bank INC | 37,872 | $1,818 萬 | 1.58% | −6,979−15.6% | 減碼 |
| Granite Investment Partners, LLC | 37,775 | $1,816 萬 | 0.72% | −1,612−4.1% | 減碼 |
| North Point Portfolio Managers Corp | 37,128 | $1,785 萬 | 3.53% | −11,167−23.1% | 減碼 |
| Core Alternative Capital | 36,987 | $1,778 萬 | 2.61% | −3,222−8.0% | 減碼 |
| Albion Financial Group | 36,969 | $1,777 萬 | 1.56% | −666−1.8% | 減碼 |
| Eagle Global Advisors LLC | 36,961 | $1,776 萬 | 1.17% | −1,616−4.2% | 減碼 |
| Marco Investment Management LLC | 36,943 | $1,776 萬 | 1.92% | +242+0.7% | 加碼 |
| LMCG Investments, LLC | 36,868 | $1,772 萬 | 1.15% | +956+2.7% | 加碼 |
| Pathstone Family Office, LLC | 35,849 | $1,771 萬 | 0.25% | +152+0.4% | 加碼 |
| Hendershot Investments Inc. | 36,738 | $1,766 萬 | 2.85% | +4,006+12.2% | 加碼 |
| Brookfield Asset Management Inc. | 36,538 | $1,756 萬 | 0.07% | +30,742+530.4% | 加碼 |
| Madison Asset Management, LLC | 36,472 | $1,753 萬 | 0.26% | +5,745+18.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 36,292 | $1,744 萬 | 0.87% | −1,080−2.9% | 減碼 |
| HB Wealth Management, LLC | 36,252 | $1,742 萬 | 0.28% | +1,998+5.8% | 加碼 |
| FineMark National Bank & Trust | 36,144 | $1,737 萬 | 0.71% | −794−2.1% | 減碼 |
| 11 Capital Partners LP | 36,086 | $1,734 萬 | 9.79% | +1,764+5.1% | 加碼 |
| Stillwater Capital Advisors, LLC | 36,053 | $1,733 萬 | 3.06% | +150.0% | 加碼 |
| Manning & Napier Group, LLC | 35,957 | $1,728 萬 | 0.20% | +635+1.8% | 加碼 |
| Patten & Patten Inc | 35,920 | $1,726 萬 | 1.43% | −295−0.8% | 減碼 |
| Harbor Investment Advisory, LLC | 35,762 | $1,719 萬 | 2.39% | +3,253+10.0% | 加碼 |
| Violich Capital Management, Inc. | 35,740 | $1,718 萬 | 2.77% | −25−0.1% | 減碼 |
| Gluskin Sheff & Assoc Inc | 35,710 | $1,716 萬 | 1.04% | −8,457−19.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 35,287 | $1,696 萬 | 1.40% | +2,039+6.1% | 加碼 |
| Anchor Capital Advisors LLC | 35,108 | $1,687 萬 | 0.44% | −1,333−3.7% | 減碼 |
| Sawgrass Asset Management LLC | 35,008 | $1,683 萬 | 2.07% | −1,240−3.4% | 減碼 |
| YHB Investment Advisors, Inc. | 34,995 | $1,682 萬 | 1.57% | +534+1.5% | 加碼 |
| Bragg Financial Advisors, Inc | 34,848 | $1,675 萬 | 0.92% | +169+0.5% | 加碼 |
| Twin Tree Management, LP | 34,627 | $1,664 萬 | 0.34% | +20,088+138.2% | 加碼 |
| Wallington Asset Management, LLC | 34,584 | $1,662 萬 | 2.98% | −82−0.2% | 減碼 |
| Edgar Lomax Co | 34,493 | $1,658 萬 | 1.09% | −487−1.4% | 減碼 |
| Independent Advisor Alliance | 34,482 | $1,657 萬 | 0.73% | +1,160+3.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 34,468 | $1,657 萬 | 0.76% | −11,360−24.8% | 減碼 |
| Washington Trust Bank | 34,198 | $1,644 萬 | 1.68% | −554−1.6% | 減碼 |
| TruWealth Advisors, LLC | 34,145 | $1,641 萬 | 1.41% | +496+1.5% | 加碼 |
| Adell Harriman & Carpenter Inc | 33,754 | $1,613 萬 | 1.64% | −20−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 33,422 | $1,606 萬 | 1.21% | +176+0.5% | 加碼 |
| Appleton Partners Inc | 33,300 | $1,601 萬 | 1.35% | +3,273+10.9% | 加碼 |
| Kornitzer Capital Management Inc | 33,035 | $1,588 萬 | 0.31% | +3,170+10.6% | 加碼 |
| LSV Asset Management | 33,000 | $1,586 萬 | 0.03% | −2,990−8.3% | 減碼 |
| Shelton Capital Management | 32,917 | $1,582 萬 | 0.57% | +2,751+9.1% | 加碼 |
| Argent Trust Co | 32,856 | $1,579 萬 | 0.86% | +4,140+14.4% | 加碼 |
| Oak Ridge Investments LLC | 32,556 | $1,565 萬 | 1.93% | −746−2.2% | 減碼 |
| Fidelity National Financial, Inc. | 32,440 | $1,559 萬 | 0.47% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 32,413 | $1,558 萬 | 0.65% | +2,038+6.7% | 加碼 |
| Avantax Advisory Services, Inc. | 32,364 | $1,556 萬 | 0.18% | +806+2.6% | 加碼 |
| Makena Capital Management LLC | 32,320 | $1,553 萬 | 2.97% | +126+0.4% | 加碼 |
| Parallel Advisors, LLC | 32,256 | $1,550 萬 | 0.50% | +662+2.1% | 加碼 |
| Siemens Fonds Invest GmbH | 32,402 | $1,550 萬 | 1.51% | −206−0.6% | 減碼 |
| Cetera Advisors LLC | 32,167 | $1,546 萬 | 0.24% | +575+1.8% | 加碼 |
| Spouting Rock Asset Management, LLC | 32,129 | $1,544 萬 | 5.59% | −3,071−8.7% | 減碼 |
| Robeco Schweiz AG | 32,047 | $1,540 萬 | 0.23% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 31,972 | $1,537 萬 | 1.32% | +768+2.5% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 31,950 | $1,536 萬 | 5.05% | −2,398−7.0% | 減碼 |
| Cim, LLC | 31,833 | $1,530 萬 | 2.86% | −199−0.6% | 減碼 |
| Annex Advisory Services, LLC | 31,651 | $1,521 萬 | 0.84% | +3,796+13.6% | 加碼 |
| Petredis Investment Advisors LLC | 31,565 | $1,517 萬 | 2.09% | −142−0.4% | 減碼 |
| SG Americas Securities, LLC | 31,439 | $1,511 萬 | 0.13% | +30,081+2,215.1% | 加碼 |
| Cardinal Capital Management, Inc. | 31,414 | $1,510 萬 | 0.76% | +310+1.0% | 加碼 |
| Terry L. Blaker | 31,409 | $1,510 萬 | 1.28% | +458+1.5% | 加碼 |
| Carlson Capital Management | 31,291 | $1,504 萬 | 0.91% | −371−1.2% | 減碼 |
| Salem Investment Counselors Inc | 31,222 | $1,501 萬 | 0.54% | +942+3.1% | 加碼 |
| King Luther Capital Management Corp | 31,162 | $1,498 萬 | 0.07% | +18+0.1% | 加碼 |
| Arnhold LLC | 31,111 | $1,495 萬 | 1.69% | +3,024+10.8% | 加碼 |
| Girard Partners Ltd. | 30,884 | $1,484 萬 | 1.57% | −62−0.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 30,704 | $1,476 萬 | 1.11% | +292+1.0% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 30,631 | $1,472 萬 | 8.40% | −192−0.6% | 減碼 |
| CCM Investment Advisers LLC | 30,566 | $1,469 萬 | 1.97% | +1,699+5.9% | 加碼 |
| Nicola Wealth Management Ltd. | 30,400 | $1,461 萬 | 1.44% | −2,000−6.2% | 減碼 |
| Clear Street LLC | 30,000 | $1,442 萬 | 0.34% | +30,000 | 新進 |
| Ashton Thomas Private Wealth, LLC | 29,923 | $1,438 萬 | 1.10% | +4,378+17.1% | 加碼 |
| Haverford Financial Services, Inc. | 29,904 | $1,437 萬 | 4.28% | −98−0.3% | 減碼 |
| GAM Holding AG | 29,854 | $1,435 萬 | 0.99% | −5,022−14.4% | 減碼 |
| Amica Mutual Insurance Co | 29,756 | $1,430 萬 | 1.62% | −2,587−8.0% | 減碼 |
| German American Bancorp, Inc. | 29,701 | $1,428 萬 | 2.01% | +156+0.5% | 加碼 |
| WSFS Capital Management, LLC | 29,695 | $1,427 萬 | 1.34% | −120−0.4% | 減碼 |
| Level Four Advisory Services, LLC | 29,596 | $1,423 萬 | 0.85% | +2,834+10.6% | 加碼 |
| Foyston, Gordon, & Payne Inc | 29,439 | $1,415 萬 | 3.70% | +415+1.4% | 加碼 |
| Empirical Finance, LLC | 29,380 | $1,412 萬 | 1.09% | +3,238+12.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,369 | $1,412 萬 | 0.37% | −10.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 29,329 | $1,410 萬 | 0.48% | +289+1.0% | 加碼 |