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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 2,617 | $136.5 萬 | 0.07% | +30+1.2% | 加碼 |
| Hillsdale Investment Management Inc. | 2,717 | $137.0 萬 | 0.13% | +1,080+66.0% | 加碼 |
| Virtue Capital Management, LLC | 2,915 | $137.3 萬 | 0.23% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 2,724 | $137.3 萬 | 0.04% | −290−9.6% | 減碼 |
| Heartland Bank & Trust Co | 2,725 | $137.4 萬 | 1.08% | +437+19.1% | 加碼 |
| Kingdom Financial Group LLC. | 2,729 | $137.6 萬 | 1.30% | +34+1.3% | 加碼 |
| United Community Bank | 2,730 | $137.6 萬 | 0.67% | +1,379+102.1% | 加碼 |
| St. Johns Investment Management Company, LLC | 2,731 | $137.7 萬 | 0.79% | +32+1.2% | 加碼 |
| Covenant Partners, LLC | 2,735 | $137.9 萬 | 0.50% | 00.0% | 不變 |
| Van Den Berg Management I, Inc | 2,736 | $137.9 萬 | 0.48% | +1,335+95.3% | 加碼 |
| Advisory Alpha, LLC | 2,738 | $138.1 萬 | 0.07% | +825+43.1% | 加碼 |
| Baldwin Brothers Inc | 2,740 | $138.1 萬 | 0.12% | −604−18.1% | 減碼 |
| Diversified, LLC | 2,745 | $138.4 萬 | 0.36% | +38+1.4% | 加碼 |
| Strategy Asset Managers LLC | 2,754 | $138.8 萬 | 0.36% | +112+4.2% | 加碼 |
| Waterloo Capital, L.P. | 2,765 | $139.4 萬 | 0.41% | +316+12.9% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,780 | $140.2 萬 | 0.54% | +30+1.1% | 加碼 |
| Camden Capital, LLC | 2,782 | $140.3 萬 | 0.17% | +311+12.6% | 加碼 |
| Principal Street Partners, LLC | 2,784 | $140.4 萬 | 0.28% | +1,391+99.9% | 加碼 |
| Kensington Investment Counsel, LLC | 2,787 | $140.5 萬 | 0.87% | +141+5.3% | 加碼 |
| Cornerstone Advisory, LLC | 2,798 | $141.1 萬 | 0.25% | +51+1.9% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,807 | $141.5 萬 | 0.43% | +925+49.1% | 加碼 |
| Absolute Capital Management, LLC | 2,810 | $141.7 萬 | 1.36% | +3+0.1% | 加碼 |
| Financial Insights, Inc. | 2,646 | $141.7 萬 | 0.51% | +38+1.5% | 加碼 |
| Meridian Financial Partners LLC | 2,667 | $141.8 萬 | 1.45% | +56+2.1% | 加碼 |
| Ellis Investment Partners, LLC | 2,813 | $141.8 萬 | 0.36% | +94+3.5% | 加碼 |
| KLCM Advisors, Inc. | 2,814 | $141.9 萬 | 0.27% | −46−1.6% | 減碼 |
| BancorpSouth Bank | 2,836 | $143.0 萬 | 0.13% | +45+1.6% | 加碼 |
| Cim Investment Mangement Inc | 2,839 | $143.1 萬 | 0.52% | −60−2.1% | 減碼 |
| Live Oak Investment Partners | – | $143.3 萬 | 1.23% | – | – |
| Wolf Group Capital Advisors | 2,848 | $143.6 萬 | 0.68% | +22+0.8% | 加碼 |
| E&G Advisors, LP | 2,850 | $143.7 萬 | 0.53% | −30−1.0% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,852 | $143.8 萬 | 0.37% | +90+3.3% | 加碼 |
| Altman Advisors, Inc. | 2,857 | $144.1 萬 | 0.90% | +2,857 | 新進 |
| Wealth Management Partners, LLC | 2,860 | $144.2 萬 | 0.90% | +262+10.1% | 加碼 |
| LVM Capital Management Ltd | 2,861 | $144.2 萬 | 0.20% | −25−0.9% | 減碼 |
| Buttonwood Financial Advisors Inc. | 2,871 | $144.8 萬 | 0.92% | +102+3.7% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,874 | $144.9 萬 | 0.99% | +19+0.7% | 加碼 |
| Kingfisher Capital LLC | 2,875 | $145.0 萬 | 0.39% | +5+0.2% | 加碼 |
| Edge Capital Group, LLC | 2,877 | $145.1 萬 | 0.09% | +39+1.4% | 加碼 |
| FirstPurpose Wealth LLC | 2,878 | $145.1 萬 | 0.63% | +24+0.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,891 | $145.8 萬 | 0.29% | +10.0% | 加碼 |
| Intrua Financial, LLC | 2,896 | $146.0 萬 | 0.26% | −233−7.4% | 減碼 |
| Cooke & Bieler LP | 2,900 | $146.2 萬 | 0.01% | −745−20.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,901 | $146.3 萬 | 0.16% | +276+10.5% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,905 | $146.5 萬 | 0.16% | +15+0.5% | 加碼 |
| Pennsylvania Capital Management Inc | 2,917 | $147.1 萬 | 0.61% | +120+4.3% | 加碼 |
| Wealth Effects LLC | 2,918 | $147.1 萬 | 0.73% | −55−1.8% | 減碼 |
| Sand Hill Global Advisors, LLC | 2,919 | $147.1 萬 | 0.08% | +34+1.2% | 加碼 |
| Prosperitas Financial LLC | 2,926 | $147.5 萬 | 1.15% | +2,926 | 新進 |
| Planning Center, Inc. | 2,928 | $147.6 萬 | 0.38% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 2,939 | $148.2 萬 | 1.06% | −581−16.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,939 | $148.2 萬 | 0.79% | +40+1.4% | 加碼 |
| Enterprise Financial Services Corp | 2,940 | $148.2 萬 | 1.02% | +21+0.7% | 加碼 |
| Benjamin Edwards Inc | 2,946 | $148.5 萬 | 0.35% | −169−5.4% | 減碼 |
| Legacy Bridge, LLC | 2,960 | $149.2 萬 | 1.06% | −50−1.7% | 減碼 |
| LaFleur & Godfrey LLC | 2,960 | $149.2 萬 | 0.24% | +123+4.3% | 加碼 |
| Smith, Salley & Associates | 2,962 | $149.3 萬 | 0.11% | −203−6.4% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 2,976 | $150.0 萬 | 0.54% | +2,976 | 新進 |
| GoalVest Advisory LLC | 2,979 | $150.2 萬 | 0.75% | +164+5.8% | 加碼 |
| First Financial Bank - Trust Division | 2,984 | $150.5 萬 | 0.17% | −632−17.5% | 減碼 |
| Pure Financial Advisors, Inc. | 2,991 | $150.8 萬 | 0.06% | +222+8.0% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $151.3 萬 | 0.57% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 2,968 | $151.3 萬 | 0.03% | +1,288+76.7% | 加碼 |
| Hoey Investments, Inc | 3,003 | $151.4 萬 | 0.51% | −568−15.9% | 減碼 |
| Cambridge Advisors Inc. | 3,007 | $151.6 萬 | 0.41% | −25−0.8% | 減碼 |
| Concord Asset Management, LLC | 3,007 | $151.6 萬 | 0.51% | +860+40.1% | 加碼 |
| Vanderbilt University | 3,015 | $152.0 萬 | 0.39% | +3,015 | 新進 |
| Cedar Brook Financial Partners, LLC | 3,024 | $152.5 萬 | 0.40% | −162−5.1% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 3,027 | $152.6 萬 | 1.59% | +200+7.1% | 加碼 |
| Tolleson Wealth Management, Inc. | 3,029 | $152.7 萬 | 0.37% | +87+3.0% | 加碼 |
| Humankind Investments LLC | 3,030 | $152.8 萬 | 0.64% | −137−4.3% | 減碼 |
| Arbor Capital Management Inc | 2,895 | $152.9 萬 | 1.36% | −14−0.5% | 減碼 |
| OneAscent Financial Services LLC | 3,039 | $153.2 萬 | 0.40% | +686+29.2% | 加碼 |
| Yarbrough Capital, LLC | 3,043 | $153.4 萬 | 0.09% | 00.0% | 不變 |
| Brand Asset Management Group, Inc. | 3,053 | $153.9 萬 | 0.79% | −4−0.1% | 減碼 |
| Vectors Research Management, LLC | 3,057 | $154.2 萬 | 0.50% | +10.0% | 加碼 |
| Ellevest, Inc. | 3,060 | $154.3 萬 | 0.12% | −84−2.7% | 減碼 |
| Calton & Associates, Inc. | 3,060 | $154.3 萬 | 2.26% | +2,378+348.7% | 加碼 |
| Samalin Investment Counsel, LLC | 3,065 | $154.6 萬 | 0.89% | −20−0.6% | 減碼 |
| MWA Asset Management | 3,067 | $154.6 萬 | 1.49% | +3,067 | 新進 |
| Westhampton Capital, LLC | 3,067 | $154.6 萬 | 1.00% | −15−0.5% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,069 | $154.7 萬 | 0.34% | −402−11.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,076 | $155.1 萬 | 0.15% | +1,288+72.0% | 加碼 |
| Pacific Capital Partners Ltd | 3,080 | $155.3 萬 | 0.94% | +3,080 | 新進 |
| Wealthsource Partners, LLC | 3,088 | $155.7 萬 | 0.11% | −930−23.1% | 減碼 |
| Ar Asset Management Inc | 3,090 | $155.8 萬 | 0.44% | +1,790+137.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,097 | $156.2 萬 | 0.53% | +135+4.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,100 | $156.3 萬 | 0.20% | −88−2.8% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,100 | $156.3 萬 | 0.82% | +316+11.4% | 加碼 |
| Mechanics Financial Corp | 3,117 | $157.2 萬 | 0.86% | −10−0.3% | 減碼 |
| One Capital Management, LLC | 3,121 | $157.4 萬 | 0.07% | +87+2.9% | 加碼 |
| Financial Network Wealth Management LLC | 3,066 | $157.7 萬 | 0.77% | +20+0.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,070 | $157.9 萬 | 0.39% | +65+2.2% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 3,136 | $158.1 萬 | 1.00% | −34−1.1% | 減碼 |
| Lee Financial Co | 3,137 | $158.2 萬 | 0.29% | −124−3.8% | 減碼 |
| First County Bank | 3,137 | $158.2 萬 | 0.82% | +98+3.2% | 加碼 |
| BigSur Wealth Management LLC | 3,139 | $158.3 萬 | 0.80% | −50−1.6% | 減碼 |
| Iyo Bank, Ltd. | 3,150 | $158.8 萬 | 0.86% | +3,150 | 新進 |
| Millington Financial Advisors, LLC | 3,156 | $159.1 萬 | 1.43% | +82+2.7% | 加碼 |
| Institute for Wealth Management, LLC. | 3,167 | $159.7 萬 | 0.29% | −10−0.3% | 減碼 |