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 3 季 13F 持有人
UnitedHealth Group Inc 在 2023/9/30 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
- 3,145
- 較 2023 年第 2 季 +46 家
- 持有股數
- 8.08 億
- 較 2023 年第 2 季 +173.6 萬 (+0.2%)
- 總市值
- $4,075 億
- 較 2023 年第 2 季 +$198.9 億 (+5.1%)
- 新進機構
- 177
- 另有 1,479 家加碼
- 清倉機構
- 131
- 另有 1,122 家減碼
另有 38 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 1,352 | $68.2 萬 | 0.44% | −15−1.1% | 減碼 |
| Bouchey Financial Group Ltd | 1,352 | $68.2 萬 | 0.08% | +344+34.1% | 加碼 |
| Clifford Group, LLC | 1,361 | $68.6 萬 | 0.74% | −116−7.9% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 1,368 | $69.0 萬 | 0.44% | −38−2.7% | 減碼 |
| Formidable Asset Management, LLC | 1,376 | $69.4 萬 | 0.15% | −69−4.8% | 減碼 |
| Aire Advisors, LLC | 1,376 | $69.4 萬 | 0.19% | +92+7.2% | 加碼 |
| ORG Partners LLC | 1,391 | $70.2 萬 | 0.21% | −578−29.4% | 減碼 |
| Congress Park Capital LLC | 1,400 | $70.6 萬 | 0.41% | −30−2.1% | 減碼 |
| RiverGlades Family Offices LLC | 1,400 | $70.6 萬 | 0.62% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 1,401 | $70.6 萬 | 0.17% | +8+0.6% | 加碼 |
| Onyx Bridge Wealth Group LLC | 1,401 | $70.6 萬 | 0.17% | +422+43.1% | 加碼 |
| SFMG, LLC | 1,403 | $70.8 萬 | 0.07% | −6−0.4% | 減碼 |
| First Western Trust Bank | 1,405 | $70.8 萬 | 0.04% | −305−17.8% | 減碼 |
| Baxter Bros Inc | 1,407 | $70.9 萬 | 0.11% | +43+3.2% | 加碼 |
| Kanawha Capital Management LLC | 1,411 | $71.2 萬 | 0.07% | +20+1.4% | 加碼 |
| Chicago Capital, LLC | 1,412 | $71.2 萬 | 0.03% | −126−8.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 1,414 | $71.3 萬 | 0.07% | −443−23.9% | 減碼 |
| Carson Advisory Inc. | 1,416 | $71.4 萬 | 0.63% | +7+0.5% | 加碼 |
| First Affirmative Financial Network | 1,417 | $71.4 萬 | 0.70% | −10−0.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 1,411 | $71.6 萬 | 0.40% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 1,420 | $71.6 萬 | 0.23% | +833+141.9% | 加碼 |
| Truepoint, Inc. | 1,423 | $71.8 萬 | 0.02% | +1,423 | 新進 |
| DCM Advisors, LLC | 1,430 | $72.1 萬 | 0.33% | −363−20.2% | 減碼 |
| Claris Advisors, LLC | 1,431 | $72.1 萬 | 0.46% | +2+0.1% | 加碼 |
| Insight Advisors, LLC | 1,431 | $72.2 萬 | 0.17% | −75−5.0% | 減碼 |
| Salomon & Ludwin, LLC | 1,434 | $72.3 萬 | 0.08% | 00.0% | 不變 |
| ODonnell Financial Services, LLC | 1,436 | $72.4 萬 | 0.40% | 00.0% | 不變 |
| Baron Wealth Management LLC | 1,445 | $72.9 萬 | 0.47% | +31+2.2% | 加碼 |
| Copperleaf Capital, LLC | 1,448 | $73.0 萬 | 0.79% | −202−12.2% | 減碼 |
| Angeles Wealth Management, LLC | 1,448 | $73.0 萬 | 0.10% | −341−19.1% | 減碼 |
| Birinyi Associates Inc | 1,450 | $73.1 萬 | 0.29% | −250−14.7% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,456 | $73.4 萬 | 0.66% | +11+0.8% | 加碼 |
| WMS Partners, LLC | 1,456 | $73.4 萬 | 0.06% | −167−10.3% | 減碼 |
| Okabena Investment Services Inc | 1,458 | $73.5 萬 | 0.57% | −195−11.8% | 減碼 |
| Sunflower Bank, N.A. | 1,458 | $73.5 萬 | 0.18% | −46−3.1% | 減碼 |
| Summit Place Financial Advisors, LLC | 1,462 | $73.7 萬 | 0.52% | 00.0% | 不變 |
| Iams Wealth Management, LLC | 1,467 | $74.0 萬 | 0.51% | +1,467 | 新進 |
| Ethos Financial Group, LLC | 1,474 | $74.3 萬 | 0.19% | +418+39.6% | 加碼 |
| SRN Advisors, LLC | 1,476 | $74.4 萬 | 0.74% | +28+1.9% | 加碼 |
| World Equity Group, Inc. | 1,475 | $74.5 萬 | 0.16% | +148+11.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,479 | $74.6 萬 | 0.00% | +100+7.3% | 加碼 |
| Avory & Company, LLC | 1,481 | $74.7 萬 | 0.63% | 00.0% | 不變 |
| Source Financial Advisors LLC | 1,486 | $74.9 萬 | 0.25% | +47+3.3% | 加碼 |
| New Republic Capital, LLC | 1,486 | $74.9 萬 | 0.61% | +3+0.2% | 加碼 |
| Seven Mile Advisory | 1,487 | $75.0 萬 | 0.79% | +206+16.1% | 加碼 |
| EdgeRock Capital LLC | 1,488 | $75.0 萬 | 0.46% | +236+18.8% | 加碼 |
| Bowman & Co S.C. | 1,484 | $75.1 萬 | 0.60% | −453−23.4% | 減碼 |
| Revisor Wealth Management LLC | 1,491 | $75.2 萬 | 0.64% | +556+59.5% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 1,491 | $75.2 萬 | 0.97% | −138−8.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 1,491 | $75.2 萬 | 0.08% | −22−1.5% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 1,494 | $75.3 萬 | 0.36% | +3+0.2% | 加碼 |
| Toews Corp | 1,500 | $75.6 萬 | 0.46% | +1,500 | 新進 |
| Ssi Investment Management LLC | 1,502 | $75.7 萬 | 0.06% | −15−1.0% | 減碼 |
| Bordeaux Wealth Advisors LLC | 1,502 | $75.7 萬 | 0.31% | +245+19.5% | 加碼 |
| Walker Asset Management, LLC | 1,506 | $75.9 萬 | 0.68% | +6+0.4% | 加碼 |
| Vigilare Wealth Management | 1,514 | $76.3 萬 | 0.49% | −195−11.4% | 減碼 |
| Proffitt & Goodson Inc | 1,518 | $76.5 萬 | 0.16% | +1,518 | 新進 |
| Ted Buchan & Co | 1,521 | $76.7 萬 | 0.62% | +279+22.5% | 加碼 |
| Wealth Management Associates, Inc. | 1,526 | $76.9 萬 | 0.45% | −592−28.0% | 減碼 |
| Columbus Macro, LLC | 1,529 | $77.1 萬 | 0.32% | −24−1.5% | 減碼 |
| TCM Advisors, LLC | – | $77.3 萬 | 0.69% | – | – |
| Ballast Advisors LLC | 1,535 | $77.4 萬 | 0.31% | +64+4.4% | 加碼 |
| Investment Management Corp of Ontario | 1,538 | $77.5 萬 | 0.03% | +1,538 | 新進 |
| Lewis Capital Management, LLC | 1,540 | $77.6 萬 | 1.21% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 1,540 | $77.7 萬 | 0.43% | +8+0.5% | 加碼 |
| Aspire Private Capital, LLC | 1,544 | $77.9 萬 | 0.25% | +33+2.2% | 加碼 |
| LWMG, LLC | 1,546 | $77.9 萬 | 0.21% | −2−0.1% | 減碼 |
| Collective Family Office LLC | 1,546 | $77.9 萬 | 0.30% | −14−0.9% | 減碼 |
| Fiduciary Planning LLC | 1,547 | $78.0 萬 | 0.37% | −659−29.9% | 減碼 |
| Centiva Capital, LP | 1,552 | $78.3 萬 | 0.04% | −1,381−47.1% | 減碼 |
| Eudaimonia Advisors LLC | 1,558 | $78.6 萬 | 0.55% | +37+2.4% | 加碼 |
| Oldfather Financial Services, LLC | 1,559 | $78.6 萬 | 0.40% | +2+0.1% | 加碼 |
| JJJ Advisors Inc. | 1,565 | $78.9 萬 | 0.21% | +481+44.4% | 加碼 |
| Delta Financial Group, Inc. | 1,569 | $79.1 萬 | 0.27% | +66+4.4% | 加碼 |
| Verum Partners LLC | 1,569 | $79.1 萬 | 0.35% | +63+4.2% | 加碼 |
| Chapin Davis, Inc. | 1,569 | $79.1 萬 | 0.38% | −188−10.7% | 減碼 |
| Donoghue Forlines LLC | 1,571 | $79.2 萬 | 0.28% | +783+99.4% | 加碼 |
| Guidance Capital, Inc | 1,557 | $79.3 萬 | 0.36% | +95+6.5% | 加碼 |
| Sather Financial Group Inc | 1,576 | $79.5 萬 | 0.07% | +36+2.3% | 加碼 |
| W.H. Cornerstone Investments Inc. | 1,576 | $79.5 萬 | 0.70% | +136+9.4% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,580 | $79.7 萬 | 0.00% | −473−23.0% | 減碼 |
| Fiducient Advisors LLC | 1,580 | $79.7 萬 | 0.04% | +1,580 | 新進 |
| Consolidated Portfolio Review Corp | 1,581 | $79.7 萬 | 0.19% | +44+2.9% | 加碼 |
| AlphaStar Capital Management, LLC | 1,582 | $79.8 萬 | 0.10% | −3,043−65.8% | 減碼 |
| Arcus Capital Partners, LLC | 1,584 | $79.8 萬 | 0.25% | +70+4.6% | 加碼 |
| Navellier & Associates Inc | 1,585 | $79.9 萬 | 0.14% | +192+13.8% | 加碼 |
| Trustmark National Bank Trust Department | 1,585 | $79.9 萬 | 0.08% | −75−4.5% | 減碼 |
| Resonant Capital Advisors, LLC | 1,586 | $80.0 萬 | 0.09% | −232−12.8% | 減碼 |
| Jacobsen Capital Management | 1,586 | $80.0 萬 | 0.43% | +70+4.6% | 加碼 |
| Detalus Advisors, LLC | 1,593 | $80.3 萬 | 0.38% | −150−8.6% | 減碼 |
| Fort Point Capital Partners LLC | 1,594 | $80.4 萬 | 0.13% | −20−1.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,587 | $80.4 萬 | 0.02% | −1,380−46.5% | 減碼 |
| Waddell & Associates, LLC | 1,596 | $80.5 萬 | 0.12% | 00.0% | 不變 |
| City State Bank | 1,599 | $80.6 萬 | 0.44% | −1,098−40.7% | 減碼 |
| Tandem Investment Advisors, Inc. | 1,600 | $80.7 萬 | 0.03% | −235−12.8% | 減碼 |
| Cape Investment Advisory, Inc. | 1,614 | $81.4 萬 | 0.46% | +3+0.2% | 加碼 |
| Argus Investors' Counsel, Inc. | 1,615 | $81.4 萬 | 0.59% | −44−2.7% | 減碼 |
| Roman Butler Fullerton & Co | 1,512 | $81.6 萬 | 0.39% | +392+35.0% | 加碼 |
| West Paces Advisors Inc. | 1,619 | $81.6 萬 | 0.26% | −192−10.6% | 減碼 |
| Thrive Wealth Management, LLC | 1,620 | $81.7 萬 | 0.22% | −29−1.8% | 減碼 |