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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 29,327 | $1,410 萬 | 0.76% | −833−2.8% | 減碼 |
| James Investment Research Inc | 29,212 | $1,404 萬 | 1.79% | −1,018−3.4% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 29,164 | $1,402 萬 | 1.06% | +2,970+11.3% | 加碼 |
| Middleton & Co Inc | 29,135 | $1,400 萬 | 1.86% | +151+0.5% | 加碼 |
| Howe & Rusling Inc | 29,113 | $1,399 萬 | 1.57% | −4,524−13.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 29,094 | $1,398 萬 | 1.03% | +27,839+2,218.2% | 加碼 |
| King Wealth | 29,001 | $1,394 萬 | 2.82% | +82+0.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,958 | $1,391 萬 | 1.44% | −2,900−9.1% | 減碼 |
| LGT Group Foundation | 28,821 | $1,385 萬 | 0.34% | −3,881−11.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 28,745 | $1,382 萬 | 0.53% | −2,855−9.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 28,576 | $1,373 萬 | 0.06% | +20,320+246.1% | 加碼 |
| Hilton Capital Management, LLC | 28,491 | $1,369 萬 | 1.64% | −448−1.5% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 28,400 | $1,365 萬 | 0.43% | −221−0.8% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 28,325 | $1,361 萬 | 1.09% | −12,201−30.1% | 減碼 |
| Schmidt P J Investment Management Inc | 26,623 | $1,360 萬 | 2.70% | −336−1.2% | 減碼 |
| Curi Capital | 27,910 | $1,341 萬 | 1.82% | −1,584−5.4% | 減碼 |
| Vinva Investment Management Ltd | 27,989 | $1,334 萬 | 1.17% | −3,728−11.8% | 減碼 |
| Cohen Klingenstein LLC | 27,700 | $1,331 萬 | 0.58% | 00.0% | 不變 |
| Veritable, L.P. | 27,455 | $1,320 萬 | 0.21% | −108−0.4% | 減碼 |
| Allworth Financial LP | 27,427 | $1,318 萬 | 0.11% | +475+1.8% | 加碼 |
| Prospera Financial Services Inc | 27,121 | $1,304 萬 | 0.50% | +2,335+9.4% | 加碼 |
| Bridgecreek Investment Management, LLC | 27,075 | $1,301 萬 | 2.49% | −375−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 26,948 | $1,295 萬 | 0.29% | −1,297−4.6% | 減碼 |
| Torray LLC | 26,873 | $1,292 萬 | 2.23% | +196+0.7% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 26,853 | $1,291 萬 | 0.43% | −1,661−5.8% | 減碼 |
| Segment Wealth Management, LLC | 26,825 | $1,289 萬 | 1.33% | −288−1.1% | 減碼 |
| Pioneer Trust Bank N A | 26,650 | $1,281 萬 | 3.69% | −170−0.6% | 減碼 |
| Quantinno Capital Management LP | 26,569 | $1,277 萬 | 0.73% | +1,229+4.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 26,561 | $1,277 萬 | 0.18% | +5,344+25.2% | 加碼 |
| Marks Group Wealth Management, Inc | 26,360 | $1,267 萬 | 1.51% | +449+1.7% | 加碼 |
| Cullinan Associates Inc | 26,020 | $1,251 萬 | 0.69% | −665−2.5% | 減碼 |
| Highlander Capital Management, LLC | 25,840 | $1,242 萬 | 5.76% | +300+1.2% | 加碼 |
| Comerica Securities,inc. | 25,835 | $1,242 萬 | 0.86% | −625−2.4% | 減碼 |
| Quest Investment Management LLC | 25,835 | $1,242 萬 | 1.69% | −831−3.1% | 減碼 |
| Twin Capital Management Inc | 25,702 | $1,235 萬 | 1.61% | +1,414+5.8% | 加碼 |
| Trillium Asset Management, LLC | 25,574 | $1,229 萬 | 0.34% | −515−2.0% | 減碼 |
| Horizon Investments, LLC | 25,364 | $1,219 萬 | 0.35% | +350+1.4% | 加碼 |
| Capital International Sarl | 25,281 | $1,215 萬 | 0.55% | −1,586−5.9% | 減碼 |
| Heritage Trust Co | 25,244 | $1,213 萬 | 1.78% | +885+3.6% | 加碼 |
| Connors Investor Services Inc | 25,199 | $1,211 萬 | 1.37% | −319−1.3% | 減碼 |
| Wedbush Securities Inc | 25,159 | $1,209 萬 | 0.58% | −3,351−11.8% | 減碼 |
| Tocqueville Asset Management L.P. | 25,153 | $1,209 萬 | 0.22% | −71−0.3% | 減碼 |
| Roundview Capital LLC | 25,029 | $1,203 萬 | 1.17% | +2,701+12.1% | 加碼 |
| Bright Rock Capital Management, LLC | 25,000 | $1,202 萬 | 2.80% | 00.0% | 不變 |
| Buckingham Capital Management, Inc. | 24,916 | $1,198 萬 | 1.78% | +470+1.9% | 加碼 |
| BerganKDV Wealth Management, LLC | 24,809 | $1,192 萬 | 1.19% | −276−1.1% | 減碼 |
| Muhlenkamp & Co Inc | 24,730 | $1,189 萬 | 4.21% | +24,730 | 新進 |
| Grimes & Company, Inc. | 24,629 | $1,184 萬 | 0.42% | +649+2.7% | 加碼 |
| Leuthold Group, LLC | 24,356 | $1,171 萬 | 1.52% | −888−3.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 24,338 | $1,170 萬 | 2.71% | −381−1.5% | 減碼 |
| Efg Capital International Corp. | 24,338 | $1,170 萬 | 2.71% | +24,338 | 新進 |
| First National Bank of Omaha | 24,235 | $1,165 萬 | 0.67% | +5,812+31.5% | 加碼 |
| Smithbridge Asset Management Inc | 24,229 | $1,165 萬 | 2.73% | −275−1.1% | 減碼 |
| Abner Herrman & Brock LLC | 24,149 | $1,161 萬 | 1.70% | −13,256−35.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 23,965 | $1,152 萬 | 0.43% | −1,586−6.2% | 減碼 |
| Motley Fool Asset Management LLC | 23,879 | $1,148 萬 | 1.02% | +1,748+7.9% | 加碼 |
| Meridian Wealth Management, LLC | 23,836 | $1,146 萬 | 0.97% | −977−3.9% | 減碼 |
| Greenleaf Trust | 23,823 | $1,145 萬 | 0.12% | −712−2.9% | 減碼 |
| First Citizens Bank & Trust Co | 23,794 | $1,144 萬 | 0.21% | +4,371+22.5% | 加碼 |
| Logan Capital Management Inc | 23,777 | $1,143 萬 | 0.55% | −2,923−10.9% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,729 | $1,141 萬 | 1.24% | +928+4.1% | 加碼 |
| Everence Capital Management Inc | 23,240 | $1,132 萬 | 0.92% | 00.0% | 不變 |
| Glenview Trust Co | 23,534 | $1,131 萬 | 0.31% | +691+3.0% | 加碼 |
| Venturi Wealth Management, LLC | 23,489 | $1,129 萬 | 0.91% | −365−1.5% | 減碼 |
| Northern Oak Wealth Management Inc | 23,403 | $1,125 萬 | 1.34% | −1,696−6.8% | 減碼 |
| Hyperion Capital Advisors LP | 23,266 | $1,118 萬 | 6.07% | +234+1.0% | 加碼 |
| Live Oak Private Wealth LLC | 23,033 | $1,107 萬 | 2.20% | +167+0.7% | 加碼 |
| Sectoral Asset Management Inc | 22,925 | $1,102 萬 | 1.84% | −3,150−12.1% | 減碼 |
| Addenda Capital Inc. | 22,916 | $1,101 萬 | 0.46% | −2,357−9.3% | 減碼 |
| Stock Yards Bank & Trust Co | 22,886 | $1,100 萬 | 0.40% | +731+3.3% | 加碼 |
| Advisory Research Inc | 22,870 | $1,099 萬 | 1.41% | +732+3.3% | 加碼 |
| Apollon Wealth Management, LLC | 22,787 | $1,095 萬 | 0.53% | +3,387+17.5% | 加碼 |
| SYSTM Wealth Solutions LLC | 22,775 | $1,095 萬 | 1.48% | +3,638+19.0% | 加碼 |
| Stonebridge Capital Advisors LLC | 22,705 | $1,091 萬 | 1.16% | +759+3.5% | 加碼 |
| Kempen Capital Management N.V. | 22,650 | $1,089 萬 | 0.20% | +139+0.6% | 加碼 |
| Jefferies Financial Group Inc. | 22,575 | $1,085 萬 | 0.23% | +8,827+64.2% | 加碼 |
| Janney Capital Management LLC | 22,569 | $1,085 萬 | 0.75% | −221−1.0% | 減碼 |
| CX Institutional | 22,550 | $1,084 萬 | 0.56% | +1,486+7.1% | 加碼 |
| Discovery Capital Management, LLC | 22,500 | $1,081 萬 | 1.26% | −80,950−78.3% | 減碼 |
| Advisory Services Network, LLC | 22,464 | $1,080 萬 | 0.29% | +2,079+10.2% | 加碼 |
| Mission Wealth Management, LP | 22,310 | $1,072 萬 | 0.41% | −361−1.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 22,259 | $1,070 萬 | 0.36% | −22,303−50.0% | 減碼 |
| Leavell Investment Management, Inc. | 22,216 | $1,068 萬 | 0.73% | +470+2.2% | 加碼 |
| TD Private Client Wealth LLC | 21,843 | $1,050 萬 | 0.45% | −3,445−13.6% | 減碼 |
| Tradewinds, LLC. | 21,696 | $1,043 萬 | 6.14% | +296+1.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 21,666 | $1,041 萬 | 0.27% | −856−3.8% | 減碼 |
| WoodTrust Financial Corp | 21,550 | $1,036 萬 | 1.92% | +25+0.1% | 加碼 |
| Cna Financial Corp | 21,500 | $1,033 萬 | 6.21% | +21,500 | 新進 |
| Loews Corp | 21,500 | $1,033 萬 | 0.11% | +21,500 | 新進 |
| Coldstream Capital Management Inc | 21,376 | $1,027 萬 | 0.33% | −121−0.6% | 減碼 |
| Scholtz & Company, LLC | 21,281 | $1,023 萬 | 6.40% | +430+2.1% | 加碼 |
| Hudson Valley Investment Advisors Inc | 21,233 | $1,021 萬 | 1.38% | −418−1.9% | 減碼 |
| Berger Financial Group, Inc | 21,114 | $1,015 萬 | 1.15% | −168−0.8% | 減碼 |
| Atlantic Union Bankshares Corp | 21,110 | $1,015 萬 | 1.01% | −3,286−13.5% | 減碼 |
| Covington Investment Advisors Inc. | 21,087 | $1,014 萬 | 2.03% | +745+3.7% | 加碼 |
| St Germain D J Co Inc | 20,989 | $1,009 萬 | 0.53% | +20,989 | 新進 |
| Dakota Wealth Management | 20,822 | $1,001 萬 | 0.47% | +304+1.5% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 20,681 | $994.0 萬 | 2.20% | +21+0.1% | 加碼 |
| Tower Bridge Advisors | 20,573 | $988.8 萬 | 0.91% | +4,349+26.8% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 20,563 | $988.3 萬 | 0.48% | −1,656−7.5% | 減碼 |