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
- 3,144
- 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 1,121 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 | 3,054 | $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 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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 1,914 | $96.5 萬 | 0.80% | +28+1.5% | 加碼 |
| Professional Financial Advisors, LLC | 1,922 | $96.9 萬 | 0.44% | +17+0.9% | 加碼 |
| WealthTrust Axiom LLC | 1,931 | $97.4 萬 | 0.35% | +150+8.4% | 加碼 |
| My Personal CFO, LLC | 1,931 | $97.4 萬 | 0.79% | −4−0.2% | 減碼 |
| Riverpark Capital Management LLC | 1,935 | $97.6 萬 | 1.77% | +141+7.9% | 加碼 |
| Clarus Group, Inc. | 1,938 | $97.7 萬 | 0.71% | +33+1.7% | 加碼 |
| Vicus Capital | 1,939 | $97.7 萬 | 0.10% | +1,415+270.0% | 加碼 |
| IVC Wealth Advisors LLC | 1,939 | $97.8 萬 | 0.65% | −5−0.3% | 減碼 |
| Garde Capital, Inc. | 1,944 | $98.0 萬 | 0.08% | +25+1.3% | 加碼 |
| Sovereign Financial Group, Inc. | 1,954 | $98.5 萬 | 0.35% | −177−8.3% | 減碼 |
| BSW Wealth Partners | 1,963 | $98.9 萬 | 0.22% | +122+6.6% | 加碼 |
| Waterfront Wealth Inc. | 1,901 | $99.0 萬 | 0.32% | +34+1.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,963 | $99.0 萬 | 1.00% | −170−8.0% | 減碼 |
| Patron Partners Advisors, LLC | 1,970 | $99.3 萬 | 0.73% | −7−0.4% | 減碼 |
| Abacus Planning Group, Inc. | 1,970 | $99.3 萬 | 0.24% | +47+2.4% | 加碼 |
| Alpha Family Trust | 1,970 | $99.3 萬 | 0.76% | +150+8.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,884 | $99.5 萬 | 0.48% | +61+3.3% | 加碼 |
| Disciplined Equity Management, Inc. | 1,975 | $99.6 萬 | 0.83% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,976 | $99.6 萬 | 0.53% | +1,850+1,468.3% | 加碼 |
| SRS Capital Advisors, Inc. | 1,977 | $99.7 萬 | 0.12% | +303+18.1% | 加碼 |
| Epic Trust Investment Advisors, LLC | 1,984 | $100.1 萬 | 1.57% | −25−1.2% | 減碼 |
| ICA Group Wealth Management, LLC | 1,993 | $100.5 萬 | 0.28% | +56+2.9% | 加碼 |
| Allred Capital Management, LLC | 1,994 | $100.5 萬 | 0.50% | −273−12.0% | 減碼 |
| Evergreen Wealth Management, LLC | 1,997 | $100.7 萬 | 0.80% | +25+1.3% | 加碼 |
| Parkside Investments, LLC | 2,000 | $100.8 萬 | 0.19% | +454+29.4% | 加碼 |
| RFP Financial Group LLC | 2,004 | $101.2 萬 | 0.44% | −51−2.5% | 減碼 |
| Berkeley Capital Partners, LLC | 2,008 | $101.2 萬 | 0.37% | +84+4.4% | 加碼 |
| Islay Capital Management, LLC | 2,028 | $102.3 萬 | 0.88% | +102+5.3% | 加碼 |
| Texas Yale Capital Corp. | 2,030 | $102.4 萬 | 0.05% | +15+0.7% | 加碼 |
| Ambassador Advisors, LLC | 1,892 | $102.6 萬 | 0.25% | +188+11.0% | 加碼 |
| Soundwatch Capital LLC | 2,041 | $102.9 萬 | 0.22% | +140+7.4% | 加碼 |
| Cooper Financial Group | 2,042 | $103.0 萬 | 0.25% | +125+6.5% | 加碼 |
| Aletheian Wealth Advisors LLC | 2,046 | $103.2 萬 | 0.79% | −661−24.4% | 減碼 |
| Ignite Planners, LLC | 2,003 | $103.4 萬 | 0.32% | +135+7.2% | 加碼 |
| Washington Capital Management Inc | 2,053 | $103.5 萬 | 0.95% | 00.0% | 不變 |
| Emerald Advisers, LLC | 2,055 | $103.6 萬 | 0.05% | +687+50.2% | 加碼 |
| ABLE Financial Group, LLC | 2,055 | $103.6 萬 | 0.52% | −110−5.1% | 減碼 |
| Smith, Moore & Co. | 2,065 | $104.1 萬 | 0.14% | −1,725−45.5% | 減碼 |
| PBMares Wealth Management LLC | 2,067 | $104.2 萬 | 0.38% | −100−4.6% | 減碼 |
| RKL Wealth Management LLC | 2,068 | $104.3 萬 | 0.13% | +16+0.8% | 加碼 |
| Altrafin AG | 2,075 | $104.6 萬 | 0.46% | −1,170−36.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,083 | $105.0 萬 | 0.37% | −20−1.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 2,088 | $105.3 萬 | 0.48% | +66+3.3% | 加碼 |
| American Money Management, LLC | 2,093 | $105.5 萬 | 0.27% | +107+5.4% | 加碼 |
| V-Square Quantitative Management LLC | 2,098 | $105.8 萬 | 0.47% | +273+15.0% | 加碼 |
| Cardiff Park Advisors, LLC | 2,099 | $105.8 萬 | 0.13% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 2,100 | $105.9 萬 | 0.16% | −50−2.3% | 減碼 |
| Taylor Hoffman Wealth Management | 2,100 | $105.9 萬 | 0.55% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 2,101 | $105.9 萬 | 0.58% | −90−4.1% | 減碼 |
| Mendel Money Management | 2,109 | $106.3 萬 | 0.57% | −109−4.9% | 減碼 |
| Eagle Strategies LLC | 2,126 | $107.2 萬 | 0.26% | +91+4.5% | 加碼 |
| Three Seasons Wealth, LLC | 2,129 | $107.3 萬 | 1.06% | +2,129 | 新進 |
| Clean Yield Group | 2,050 | $107.4 萬 | 0.48% | −23−1.1% | 減碼 |
| Centerpoint Advisors, LLC | 2,131 | $107.5 萬 | 0.46% | −20−0.9% | 減碼 |
| McLean Asset Management Corp | 2,060 | $108.0 萬 | 0.44% | +19+0.9% | 加碼 |
| Wall Street Access Asset Management, LLC | 2,145 | $108.1 萬 | 0.55% | +194+9.9% | 加碼 |
| Montecito Bank & Trust | 2,146 | $108.2 萬 | 0.25% | −45−2.1% | 減碼 |
| Cypress Capital, LLC | 2,151 | $108.5 萬 | 0.32% | −789−26.8% | 減碼 |
| One Wealth Advisors, LLC | 2,157 | $108.8 萬 | 0.24% | −7−0.3% | 減碼 |
| Forte Capital LLC | 2,159 | $108.8 萬 | 0.17% | −25−1.1% | 減碼 |
| Cannell Peter B & Co Inc | 2,160 | $108.9 萬 | 0.04% | +380+21.3% | 加碼 |
| Five Oceans Advisors | 2,164 | $109.1 萬 | 0.70% | +18+0.8% | 加碼 |
| Bessemer Securities LLC | 2,169 | $109.4 萬 | 1.51% | −2,288−51.3% | 減碼 |
| Dark Forest Capital Management LP | 2,172 | $109.5 萬 | 0.09% | +2,172 | 新進 |
| Epiq Partners, LLC | 2,178 | $109.8 萬 | 0.83% | 00.0% | 不變 |
| WealthTrust Asset Management, LLC | 2,182 | $110.0 萬 | 1.02% | −43−1.9% | 減碼 |
| FLC Capital Advisors | 2,193 | $110.6 萬 | 0.33% | −156−6.6% | 減碼 |
| Briggs Advisory Group, Inc. | 2,195 | $110.6 萬 | 0.63% | −24−1.1% | 減碼 |
| Summit X, LLC | 2,192 | $110.7 萬 | 0.35% | −3,361−60.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,196 | $110.7 萬 | 0.23% | −5−0.2% | 減碼 |
| Peak Asset Management, LLC | 2,212 | $111.5 萬 | 0.27% | −167−7.0% | 減碼 |
| Quantum Private Wealth, LLC | 2,214 | $111.6 萬 | 0.53% | −15−0.7% | 減碼 |
| 626 Financial, LLC | 2,224 | $112.1 萬 | 0.76% | +10.0% | 加碼 |
| Hodges Capital Management Inc. | 2,236 | $112.7 萬 | 0.13% | +2,236 | 加碼 |
| Semmax Financial Advisors Inc. | 2,078 | $112.7 萬 | 0.45% | +2,078 | 新進 |
| McDaniel Terry & Co | 2,244 | $113.1 萬 | 0.12% | −185−7.6% | 減碼 |
| Eisler Capital (US) LLC | 2,245 | $113.2 萬 | 0.42% | −22−1.0% | 減碼 |
| Essex Savings Bank | 2,255 | $113.7 萬 | 0.38% | −47−2.0% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 2,257 | $113.8 萬 | 0.50% | −25−1.1% | 減碼 |
| WD Rutherford LLC | 2,270 | $114.5 萬 | 0.78% | −1,910−45.7% | 減碼 |
| Arvest Trust Co N A | 2,276 | $114.8 萬 | 0.07% | +177+8.4% | 加碼 |
| Titleist Asset Management, LLC | 2,279 | $114.9 萬 | 0.24% | +169+8.0% | 加碼 |
| Corundum Trust Company, INC | 2,282 | $115.1 萬 | 3.44% | −23−1.0% | 減碼 |
| Founders Financial Alliance, LLC | 2,287 | $115.3 萬 | 0.50% | −551−19.4% | 減碼 |
| Saturna Capital CORP | 2,292 | $115.6 萬 | 0.02% | −55−2.3% | 減碼 |
| MBM Wealth Consultants, LLC | 2,146 | $115.8 萬 | 0.50% | +201+10.3% | 加碼 |
| Park National Corp | 2,307 | $116.3 萬 | 0.05% | +41+1.8% | 加碼 |
| Uncommon Cents Investing LLC | 2,310 | $116.5 萬 | 0.43% | 00.0% | 不變 |
| RMR Wealth Builders | 2,312 | $116.6 萬 | 0.19% | +1,193+106.6% | 加碼 |
| Lederer & Associates Investment Counsel | 2,326 | $117.3 萬 | 0.93% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 2,328 | $117.4 萬 | 0.53% | −35−1.5% | 減碼 |
| Clarity Financial LLC | 2,329 | $117.4 萬 | 0.20% | −193−7.7% | 減碼 |
| North Ridge Wealth Advisors, Inc. | 2,330 | $117.5 萬 | 1.14% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 2,335 | $117.7 萬 | 0.15% | −125−5.1% | 減碼 |
| Riverwater Partners LLC | 2,338 | $117.9 萬 | 1.07% | −12−0.5% | 減碼 |
| La Financiere de L'Echiquier | 2,340 | $118.0 萬 | 0.06% | −450−16.1% | 減碼 |
| Rogco, LP | 2,343 | $118.1 萬 | 0.58% | +2,343 | 新進 |
| ZWJ Investment Counsel Inc | 2,345 | $118.2 萬 | 0.07% | +941+67.0% | 加碼 |
| Prudent Man Advisors, LLC | 2,346 | $118.3 萬 | 0.47% | −84−3.5% | 減碼 |
| Asset Advisors Investment Management, LLC | 2,355 | $118.7 萬 | 0.16% | +30+1.3% | 加碼 |