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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 2,356 | $118.8 萬 | 0.13% | +281+13.5% | 加碼 |
| Weinberger Asset Management, Inc | 2,356 | $118.8 萬 | 0.68% | −52−2.2% | 減碼 |
| TBH Global Asset Management, LLC | 2,359 | $118.9 萬 | 0.23% | +52+2.3% | 加碼 |
| River & Mercantile Asset Management LLP | 2,370 | $119.5 萬 | 0.28% | −520−18.0% | 減碼 |
| Westside Investment Management, Inc. | 2,374 | $119.7 萬 | 0.34% | −66−2.7% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,386 | $120.3 萬 | 0.40% | +10.0% | 加碼 |
| Aaron Wealth Advisors | 2,388 | $120.4 萬 | 0.16% | −141−5.6% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 2,388 | $120.4 萬 | 0.09% | +3+0.1% | 加碼 |
| Armstrong Advisory Group, Inc | 2,400 | $121.0 萬 | 0.13% | +212+9.7% | 加碼 |
| Vista Finance, LLC | 2,401 | $121.1 萬 | 1.76% | −55−2.2% | 減碼 |
| Cornerstone Wealth Advisors, Inc. | 2,410 | $121.5 萬 | 0.43% | +62+2.6% | 加碼 |
| Crestwood Advisors Group LLC | 2,411 | $121.6 萬 | 0.03% | +1,333+123.7% | 加碼 |
| Convergence Investment Partners, LLC | 2,414 | $121.7 萬 | 0.72% | +535+28.5% | 加碼 |
| Cable Hill Partners, LLC | 2,415 | $121.7 萬 | 0.16% | −53−2.1% | 減碼 |
| Community Financial Services Group, LLC | 2,416 | $121.8 萬 | 0.31% | +2,416 | 新進 |
| First Commonwealth Financial Corp | 2,421 | $122.1 萬 | 0.41% | +22+0.9% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 2,421 | $122.1 萬 | 2.05% | −35−1.4% | 減碼 |
| West Michigan Advisors, LLC | 2,423 | $122.2 萬 | 0.65% | −22−0.9% | 減碼 |
| CoreFirst Bank & Trust | 2,432 | $122.6 萬 | 0.87% | −27−1.1% | 減碼 |
| Colonial River Wealth Management, LLC | 2,433 | $122.7 萬 | 0.80% | +588+31.9% | 加碼 |
| Nicolet Bankshares Inc | 2,436 | $122.8 萬 | 0.38% | −3−0.1% | 減碼 |
| First Financial Corp | 2,444 | $123.2 萬 | 0.72% | +1,679+219.5% | 加碼 |
| Spirit of America Management Corp | 2,450 | $123.5 萬 | 0.28% | 00.0% | 不變 |
| Secure Asset Management, LLC | 2,456 | $123.8 萬 | 0.37% | +19+0.8% | 加碼 |
| SkyOak Wealth, LLC | 2,459 | $124.0 萬 | 0.36% | +217+9.7% | 加碼 |
| CVA Family Office, LLC | 2,460 | $124.0 萬 | 0.28% | +53+2.2% | 加碼 |
| Sendero Wealth Management, LLC | 2,464 | $124.2 萬 | 0.27% | +27+1.1% | 加碼 |
| Total Clarity Wealth Management, Inc. | 2,466 | $124.3 萬 | 0.60% | −214−8.0% | 減碼 |
| Corundum Group, Inc. | 2,473 | $124.7 萬 | 0.71% | −289−10.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,479 | $125.0 萬 | 0.15% | −5−0.2% | 減碼 |
| Breakwater Capital Group | 2,354 | $125.1 萬 | 0.43% | +589+33.4% | 加碼 |
| Vivaldi Capital Management, LLC | 2,483 | $125.2 萬 | 0.41% | −78−3.0% | 減碼 |
| Archer Investment Corp | 2,487 | $125.4 萬 | 0.44% | −154−5.8% | 減碼 |
| California First Leasing Corp | 2,489 | $125.5 萬 | 0.73% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 2,515 | $126.8 萬 | 0.95% | +4+0.2% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,516 | $126.9 萬 | 0.20% | +66+2.7% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,521 | $127.1 萬 | 0.15% | −34−1.3% | 減碼 |
| Beacon Financial Group | 2,674 | $127.4 萬 | 0.18% | −49−1.8% | 減碼 |
| MCF Advisors LLC | 2,527 | $127.4 萬 | 0.11% | +29+1.2% | 加碼 |
| Crawford Investment Counsel Inc | 2,532 | $127.7 萬 | 0.03% | +5+0.2% | 加碼 |
| CFM Wealth Partners LLC | 2,539 | $128.0 萬 | 0.34% | +116+4.8% | 加碼 |
| Manhattan West Asset Management, LLC | 2,458 | $128.2 萬 | 0.39% | +1,369+125.7% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,544 | $128.3 萬 | 0.52% | −129−4.8% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 2,548 | $128.5 萬 | 0.43% | −39−1.5% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,552 | $128.7 萬 | 1.28% | +81+3.3% | 加碼 |
| Simon Quick Advisors, LLC | 2,553 | $128.7 萬 | 0.12% | +476+22.9% | 加碼 |
| KRS Capital Management, LLC | 2,557 | $128.9 萬 | 1.37% | +92+3.7% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 2,560 | $129.1 萬 | 0.38% | +283+12.4% | 加碼 |
| DGS Capital Management, LLC | 2,563 | $129.2 萬 | 0.63% | +461+21.9% | 加碼 |
| Lokken Investment Group LLC | 2,564 | $129.3 萬 | 0.85% | +492+23.7% | 加碼 |
| Capital Market Strategies LLC | 2,541 | $129.5 萬 | 1.29% | +80+3.3% | 加碼 |
| Phillips Wealth Planners LLC | 2,442 | $129.8 萬 | 1.76% | −15−0.6% | 減碼 |
| ARS Wealth Advisors Group, LLC | 2,575 | $129.8 萬 | 0.21% | −32−1.2% | 減碼 |
| Gitterman Wealth Management, LLC | 2,577 | $129.9 萬 | 0.62% | −16−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 2,579 | $130.0 萬 | 0.06% | −570−18.1% | 減碼 |
| Financial Advisors Network, Inc. | 2,585 | $130.3 萬 | 0.29% | +2,585 | 新進 |
| Sargent Investment Group, LLC | 2,586 | $130.4 萬 | 0.31% | −7−0.3% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,589 | $130.5 萬 | 1.24% | +75+3.0% | 加碼 |
| Invenio Wealth Partners LLC | 2,592 | $130.7 萬 | 1.19% | −25−1.0% | 減碼 |
| WT Wealth Management | 2,594 | $130.8 萬 | 0.56% | +154+6.3% | 加碼 |
| Ashburton (Jersey) Ltd | 2,722 | $130.8 萬 | 0.64% | 00.0% | 不變 |
| First National Advisers, LLC | 2,596 | $130.9 萬 | 0.58% | +1,798+225.3% | 加碼 |
| Everett Harris & Co | 2,599 | $131.0 萬 | 0.02% | +44+1.7% | 加碼 |
| Alta Advisers Ltd | 2,600 | $131.1 萬 | 0.76% | +200+8.3% | 加碼 |
| Townsend Asset Management Corp | 2,602 | $131.2 萬 | 0.66% | −41−1.6% | 減碼 |
| Bluesphere Advisors, LLC | 2,614 | $131.8 萬 | 0.95% | +256+10.9% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,465 | $132.0 萬 | 0.33% | −342−12.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,515 | $132.0 萬 | 0.44% | +406+19.3% | 加碼 |
| Mark Stevens | 2,620 | $132.1 萬 | 0.18% | +194+8.0% | 加碼 |
| Investment Partners, Ltd. | 2,622 | $132.2 萬 | 0.70% | +18+0.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,625 | $132.3 萬 | 1.00% | −15−0.6% | 減碼 |
| Apeiron RIA LLC | 2,627 | $132.4 萬 | 0.45% | +37+1.4% | 加碼 |
| Riverview Trust Co | 2,629 | $132.6 萬 | 1.18% | 00.0% | 不變 |
| Bremer Bank National Association | 2,630 | $132.6 萬 | 0.26% | −289−9.9% | 減碼 |
| ERn Financial, LLC | 2,631 | $132.7 萬 | 0.29% | +202+8.3% | 加碼 |
| Baldwin Investment Management, LLC | 2,641 | $133.2 萬 | 0.22% | −159−5.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,650 | $133.6 萬 | 0.29% | +520+24.4% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,650 | $133.6 萬 | 0.32% | +2,650 | 新進 |
| Cladis Investment Advisory, LLC | 2,654 | $133.8 萬 | 1.17% | +318+13.6% | 加碼 |
| Atlas Capital Advisors LLC | 2,656 | $133.9 萬 | 0.22% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 2,796 | $134.4 萬 | 0.96% | +134+5.0% | 加碼 |
| Adirondack Trust Co | 2,671 | $134.7 萬 | 0.67% | +14+0.5% | 加碼 |
| Caldwell Investment Management Ltd. | 2,690 | $134.8 萬 | 1.31% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 2,674 | $134.8 萬 | 0.72% | +5+0.2% | 加碼 |
| Perennial Investment Advisors, LLC | 2,677 | $135.0 萬 | 0.25% | −13−0.5% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 2,511 | $135.0 萬 | 0.33% | −266−9.6% | 減碼 |
| Monument Capital Management | 2,683 | $135.3 萬 | 0.45% | +304+12.8% | 加碼 |
| CNB Bank | 2,683 | $135.3 萬 | 0.80% | +474+21.5% | 加碼 |
| MBL Wealth, LLC | 2,683 | $135.3 萬 | 0.19% | −39−1.4% | 減碼 |
| Parkside Financial Bank & Trust | 2,685 | $135.4 萬 | 0.31% | +132+5.2% | 加碼 |
| First National Bank of Hutchinson | 2,692 | $135.7 萬 | 1.03% | +55+2.1% | 加碼 |
| Garrison Point Advisors, LLC | 2,693 | $135.8 萬 | 1.05% | 00.0% | 不變 |
| KFA Private Wealth Group, LLC | 2,694 | $135.9 萬 | 0.56% | −99−3.5% | 減碼 |
| Tandem Capital Management Corp | 2,695 | $135.9 萬 | 0.93% | −121−4.3% | 減碼 |
| Childress Capital Advisors, LLC | 2,695 | $135.9 萬 | 0.45% | +1,224+83.2% | 加碼 |
| TLWM | 2,699 | $136.1 萬 | 0.36% | +89+3.4% | 加碼 |
| Codex Capital, L.L.C. | 2,700 | $136.1 萬 | 0.88% | 00.0% | 不變 |
| Droms Strauss Advisors Inc | 2,702 | $136.2 萬 | 0.59% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 2,702 | $136.2 萬 | 0.00% | +103+4.0% | 加碼 |
| Fortis Capital Management LLC | 2,703 | $136.3 萬 | 0.43% | +235+9.5% | 加碼 |