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 |
|---|---|---|---|---|---|
| American National Bank | 20,492 | $984.9 萬 | 1.66% | −975−4.5% | 減碼 |
| Axxcess Wealth Management, LLC | 20,486 | $984.6 萬 | 0.71% | +1,240+6.4% | 加碼 |
| Signaturefd, LLC | 20,384 | $979.8 萬 | 0.25% | −662−3.1% | 減碼 |
| Somerville Kurt F | 20,351 | $978.2 萬 | 1.86% | −1,750−7.9% | 減碼 |
| Caldwell Trust Co | 20,253 | $973.4 萬 | 1.27% | −34−0.2% | 減碼 |
| Trust Co of Vermont | 20,248 | $973.2 萬 | 0.63% | +3,015+17.5% | 加碼 |
| Greenwich Wealth Management LLC | 20,222 | $972.0 萬 | 1.02% | −24−0.1% | 減碼 |
| High Note Wealth, LLC | 20,202 | $971.0 萬 | 3.96% | +5,402+36.5% | 加碼 |
| Picton Mahoney Asset Management | 20,190 | $970.4 萬 | 0.48% | −19,601−49.3% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $967.0 萬 | 7.87% | 00.0% | 不變 |
| Ascent Group, LLC | 19,077 | $965.0 萬 | 1.06% | +825+4.5% | 加碼 |
| Strong Tower Advisory Services | 20,038 | $963.1 萬 | 4.56% | −100−0.5% | 減碼 |
| Foundations Investment Advisors, LLC | 20,030 | $962.7 萬 | 0.32% | +2,831+16.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 20,013 | $961.9 萬 | 3.29% | +45+0.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 20,007 | $961.6 萬 | 0.62% | +263+1.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,955 | $959.1 萬 | 0.22% | +4,355+27.9% | 加碼 |
| Sonora Investment Management Group, LLC | 19,950 | $958.9 萬 | 0.80% | +158+0.8% | 加碼 |
| Venture Visionary Partners LLC | 19,904 | $956.8 萬 | 0.56% | +1,464+7.9% | 加碼 |
| Richard Bernstein Advisors LLC | 19,890 | $956.0 萬 | 0.20% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 19,875 | $955.3 萬 | 2.79% | −378−1.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 19,788 | $951.1 萬 | 1.56% | +445+2.3% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,740 | $948.8 萬 | 2.20% | 00.0% | 不變 |
| Central Bank & Trust Co | 19,569 | $940.6 萬 | 1.59% | −785−3.9% | 減碼 |
| TCTC Holdings, LLC | 19,495 | $937.0 萬 | 0.37% | +178+0.9% | 加碼 |
| Two Sigma Advisers, LP | 19,400 | $932.4 萬 | 0.02% | −12,300−38.8% | 減碼 |
| Alps Advisors Inc | 19,389 | $931.9 萬 | 0.08% | +837+4.5% | 加碼 |
| KCM Investment Advisors LLC | 19,320 | $928.6 萬 | 0.37% | +645+3.5% | 加碼 |
| Equitable Holdings, Inc. | 19,292 | $927.3 萬 | 0.13% | +5,504+39.9% | 加碼 |
| Lincoln Capital Corp | 19,275 | $926.4 萬 | 4.75% | −290−1.5% | 減碼 |
| Motco | 19,237 | $924.6 萬 | 0.61% | −126−0.7% | 減碼 |
| Evoke Wealth, LLC | 19,211 | $923.3 萬 | 0.32% | +1,193+6.6% | 加碼 |
| Elk River Wealth Management, LLC | 19,147 | $920.3 萬 | 1.97% | −254−1.3% | 減碼 |
| Toth Financial Advisory Corp | 19,141 | $920.0 萬 | 1.33% | −138−0.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 19,136 | $919.8 萬 | 0.26% | +299+1.6% | 加碼 |
| Primecap Management Co | 19,084 | $917.3 萬 | 0.01% | 00.0% | 不變 |
| Ascent Wealth Partners, LLC | 19,293 | $915.5 萬 | 1.61% | +3,372+21.2% | 加碼 |
| Profund Advisors LLC | 19,040 | $915.1 萬 | 0.49% | +201+1.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 19,022 | $914.3 萬 | 0.98% | −544−2.8% | 減碼 |
| Jones Financial Companies LLLP | 19,016 | $914.0 萬 | 0.01% | +679+3.7% | 加碼 |
| Great Waters Wealth Management | 19,010 | $913.7 萬 | 1.82% | +96+0.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 18,888 | $907.8 萬 | 0.06% | +2,393+14.5% | 加碼 |
| Kingsview Wealth Management, LLC | 18,883 | $907.6 萬 | 0.36% | +920+5.1% | 加碼 |
| Telemus Capital, LLC | 18,847 | $905.9 萬 | 0.76% | +266+1.4% | 加碼 |
| Wright Investors Service Inc | 18,823 | $904.7 萬 | 2.55% | +307+1.7% | 加碼 |
| Estabrook Capital Management | 18,754 | $901.4 萬 | 1.50% | +31+0.2% | 加碼 |
| Andra AP-fonden | 18,700 | $898.8 萬 | 0.23% | +3,200+20.6% | 加碼 |
| American Trust | 18,695 | $898.6 萬 | 0.62% | −993−5.0% | 減碼 |
| Phoenix Holdings Ltd. | 18,643 | $897.5 萬 | 0.19% | +5,801+45.2% | 加碼 |
| RiverFront Investment Group, LLC | 18,672 | $897.5 萬 | 0.29% | +910+5.1% | 加碼 |
| Consolidated Planning Corp | 18,644 | $896.1 萬 | 1.89% | +607+3.4% | 加碼 |
| Wedge Capital Management L L P | 18,570 | $892.5 萬 | 0.14% | −261−1.4% | 減碼 |
| Executive Wealth Management, LLC | 18,493 | $888.9 萬 | 0.92% | +1,766+10.6% | 加碼 |
| Evexia Wealth LLC | 17,342 | $886.1 萬 | 4.26% | +322+1.9% | 加碼 |
| Forbes J M & Co LLP | 18,244 | $876.9 萬 | 1.09% | +100+0.6% | 加碼 |
| Citizens National Bank Trust Department | 18,173 | $873.5 萬 | 2.31% | +1,040+6.1% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 18,166 | $873.1 萬 | 1.19% | +4,315+31.2% | 加碼 |
| Ninety One SA (PTY) Ltd | 18,211 | $871.7 萬 | 2.16% | +796+4.6% | 加碼 |
| Woodmont Investment Counsel LLC | 18,125 | $871.2 萬 | 0.90% | +839+4.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 18,019 | $866.1 萬 | 0.91% | +2,059+12.9% | 加碼 |
| First Hawaiian Bank | 17,961 | $863.3 萬 | 0.28% | −835−4.4% | 減碼 |
| Dividend Assets Capital, LLC | 17,958 | $863.1 萬 | 1.78% | +5,086+39.5% | 加碼 |
| Ostrum Asset Management | 17,955 | $863.0 萬 | 0.72% | −430−2.3% | 減碼 |
| Morse Asset Management, Inc | 17,775 | $854.3 萬 | 2.60% | +380+2.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 17,746 | $852.9 萬 | 2.28% | +141+0.8% | 加碼 |
| Schnieders Capital Management LLC | 17,713 | $851.4 萬 | 1.78% | +109+0.6% | 加碼 |
| Summit Financial, LLC | 17,666 | $849.1 萬 | 0.62% | +11,533+188.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 17,625 | $847.1 萬 | 2.26% | +8,325+89.5% | 加碼 |
| Consolidated Investment Group LLC | 17,600 | $846.0 萬 | 1.52% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 17,569 | $844.4 萬 | 1.53% | −138−0.8% | 減碼 |
| Guardian Capital Advisors LP | 18,600 | $840.2 萬 | 0.96% | +276+1.5% | 加碼 |
| Kesler, Norman & Wride, LLC | 17,455 | $839.0 萬 | 2.03% | +157+0.9% | 加碼 |
| GHP Investment Advisors, Inc. | 16,472 | $836.8 萬 | 0.49% | +401+2.5% | 加碼 |
| Fragasso Group Inc. | 17,364 | $834.6 萬 | 0.89% | −1,636−8.6% | 減碼 |
| Security National Bank | 17,339 | $833.4 萬 | 2.12% | −609−3.4% | 減碼 |
| Burt Wealth Advisors | 17,334 | $833.1 萬 | 2.51% | −399−2.3% | 減碼 |
| MainStreet Investment Advisors LLC | 17,325 | $832.7 萬 | 0.90% | −519−2.9% | 減碼 |
| Highland Capital Management, LLC | 17,324 | $832.7 萬 | 0.54% | −213−1.2% | 減碼 |
| Stonegate Investment Group, LLC | 17,306 | $831.8 萬 | 0.30% | +144+0.8% | 加碼 |
| Boston Financial Mangement LLC | 17,280 | $830.5 萬 | 0.30% | −20.0% | 減碼 |
| Moody National Bank Trust Division | 17,254 | $829.3 萬 | 0.57% | +145+0.8% | 加碼 |
| Ballentine Partners, LLC | 17,215 | $827.4 萬 | 0.19% | +4,277+33.1% | 加碼 |
| Stokes Capital Advisors, LLC | 17,150 | $824.3 萬 | 2.78% | +619+3.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,092 | $821.5 萬 | 0.09% | +705+4.3% | 加碼 |
| Quadrature Capital Ltd | 16,986 | $816.6 萬 | 0.18% | −167,990−90.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 16,946 | $814.5 萬 | 0.18% | +2,109+14.2% | 加碼 |
| Chronos Wealth Management, LLC | 16,890 | $811.8 萬 | 5.62% | −155−0.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 16,887 | $811.7 萬 | 0.12% | +763+4.7% | 加碼 |
| Savant Capital, LLC | 16,870 | $810.8 萬 | 0.13% | +4,745+39.1% | 加碼 |
| Mutual Advisors, LLC | 16,841 | $809.5 萬 | 0.31% | +1,045+6.6% | 加碼 |
| Empowered Funds, LLC | 16,668 | $801.1 萬 | 0.28% | +3,110+22.9% | 加碼 |
| EA Series Trust | 16,668 | $801.1 萬 | 0.28% | +16,668 | 新進 |
| Goelzer Investment Management, Inc. | 16,640 | $799.8 萬 | 0.68% | −598−3.5% | 減碼 |
| Stolper Co | 16,627 | $799.2 萬 | 3.36% | −247−1.5% | 減碼 |
| Mitchell Capital Management Co | 16,610 | $798.4 萬 | 1.83% | −475−2.8% | 減碼 |
| Toroso Investments, LLC | 16,506 | $793.3 萬 | 0.23% | +759+4.8% | 加碼 |
| Winmill & Co. Inc | 16,475 | $791.9 萬 | 2.83% | 00.0% | 不變 |
| Balentine LLC | 16,466 | $791.4 萬 | 0.26% | +3,271+24.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 15,650 | $786.8 萬 | 1.29% | +6,879+78.4% | 加碼 |
| Ritholtz Wealth Management | 16,366 | $786.6 萬 | 0.35% | +7,048+75.6% | 加碼 |
| Cyrus J. Lawrence, LLC | 16,347 | $785.7 萬 | 2.26% | +153+0.9% | 加碼 |