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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,167 | $159.7 萬 | 0.94% | +166+5.5% | 加碼 |
| Buckingham Strategic Partners | 3,173 | $160.0 萬 | 0.08% | +1,432+82.3% | 加碼 |
| Beach Investment Counsel Inc | 3,200 | $161.3 萬 | 0.20% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,203 | $161.5 萬 | 0.44% | +24+0.8% | 加碼 |
| Regal Investment Advisors LLC | 3,215 | $162.1 萬 | 0.14% | +255+8.6% | 加碼 |
| Tiedemann Advisors, LLC | 3,218 | $162.2 萬 | 0.07% | +204+6.8% | 加碼 |
| Missouri Trust & Investment Co | 3,227 | $162.7 萬 | 0.73% | +864+36.6% | 加碼 |
| Golden State Equity Partners | 3,230 | $162.8 萬 | 0.45% | −30−0.9% | 減碼 |
| Sterling Investment Counsel, LLC | 3,237 | $163.2 萬 | 0.94% | +92+2.9% | 加碼 |
| Ramirez Asset Management, Inc. | 3,240 | $163.4 萬 | 0.35% | +3,240 | 新進 |
| Wealthcare Advisory Partners LLC | 3,244 | $163.6 萬 | 0.08% | +55+1.7% | 加碼 |
| MJP Associates Inc | 3,247 | $163.7 萬 | 0.48% | +267+9.0% | 加碼 |
| LS Investment Advisors, LLC | 3,251 | $163.9 萬 | 0.31% | −5−0.2% | 減碼 |
| Investment Advisory Services Inc | 3,256 | $164.1 萬 | 0.71% | +17+0.5% | 加碼 |
| Paragon Advisors, LLC | 3,257 | $164.2 萬 | 0.68% | −2,102−39.2% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,258 | $164.3 萬 | 0.39% | +725+28.6% | 加碼 |
| Bank of Stockton | 3,111 | $164.4 萬 | 0.61% | +419+15.6% | 加碼 |
| Everhart Financial Group, Inc. | 3,262 | $164.5 萬 | 0.70% | +326+11.1% | 加碼 |
| Mason & Associates Inc | 3,263 | $164.5 萬 | 0.53% | +252+8.4% | 加碼 |
| S. R. Schill & Associates | 3,266 | $164.7 萬 | 0.80% | +102+3.2% | 加碼 |
| Hunter Associates Investment Management LLC | 3,272 | $164.9 萬 | 0.34% | −10−0.3% | 減碼 |
| Prossimo Advisors, LLC | 3,274 | $165.1 萬 | 3.89% | −15−0.5% | 減碼 |
| PFW Advisors LLC | 3,288 | $165.8 萬 | 0.59% | +74+2.3% | 加碼 |
| Laraway Financial Inc | 3,293 | $166.0 萬 | 1.73% | −53−1.6% | 減碼 |
| XML Financial, LLC | 3,297 | $166.2 萬 | 0.20% | +442+15.5% | 加碼 |
| CSU Producer Resources, Inc. | 3,300 | $166.4 萬 | 6.36% | 00.0% | 不變 |
| State of Wyoming | 3,303 | $166.5 萬 | 0.36% | +1,043+46.2% | 加碼 |
| BKD Wealth Advisors, LLC | 3,306 | $166.7 萬 | 0.05% | −2−0.1% | 減碼 |
| DRW Securities, LLC | 3,309 | $166.8 萬 | 0.13% | +1,251+60.8% | 加碼 |
| KC Investment Advisors, LLC | 3,324 | $167.6 萬 | 1.09% | +138+4.3% | 加碼 |
| Cito Capital Group, LLC | 3,326 | $167.7 萬 | 0.81% | +100+3.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,331 | $167.9 萬 | 0.77% | −110−3.2% | 減碼 |
| Alera Investment Advisors, LLC | 3,333 | $168.1 萬 | 0.28% | −15−0.4% | 減碼 |
| Palumbo Wealth Management LLC | 3,339 | $168.4 萬 | 0.93% | +1,382+70.6% | 加碼 |
| Nwam LLC | 3,348 | $168.8 萬 | 0.17% | −66−1.9% | 減碼 |
| Scharf Investments, LLC | 3,349 | $168.9 萬 | 0.05% | +28+0.8% | 加碼 |
| Foster Group, Inc. | 3,353 | $169.0 萬 | 0.10% | −17−0.5% | 減碼 |
| Evermay Wealth Management LLC | 3,361 | $169.5 萬 | 0.35% | +91+2.8% | 加碼 |
| Washburn Capital Management, Inc. | 3,372 | $170.0 萬 | 1.44% | +9+0.3% | 加碼 |
| Allstate Corp | 3,388 | $170.8 萬 | 0.10% | 00.0% | 不變 |
| KPP Advisory Services LLC | 3,398 | $171.3 萬 | 0.57% | +3,398 | 新進 |
| Northern Financial Advisors Inc | 3,399 | $171.4 萬 | 1.57% | +18+0.5% | 加碼 |
| Defined Wealth Management, LLC | 3,406 | $171.7 萬 | 1.46% | +28+0.8% | 加碼 |
| Concord Wealth Partners | 3,411 | $172.0 萬 | 0.37% | +566+19.9% | 加碼 |
| Gryphon Financial Partners LLC | 3,438 | $173.4 萬 | 0.41% | −52−1.5% | 減碼 |
| Whitener Capital Management, Inc. | 3,440 | $173.4 萬 | 0.69% | +30+0.9% | 加碼 |
| Proficio Capital Partners LLC | 3,441 | $173.5 萬 | 0.23% | −35−1.0% | 減碼 |
| Pettee Investors, Inc. | 3,442 | $173.5 萬 | 0.82% | +8+0.2% | 加碼 |
| Factorial Partners, LLC | 3,460 | $174.4 萬 | 1.27% | 00.0% | 不變 |
| Trust Investment Advisors | 3,461 | $174.5 萬 | 1.50% | −20−0.6% | 減碼 |
| True North Advisors, LLC | 3,462 | $174.6 萬 | 0.54% | −2,223−39.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,469 | $174.9 萬 | 0.31% | +103+3.1% | 加碼 |
| Commons Capital, LLC | 3,469 | $174.9 萬 | 3.02% | +406+13.3% | 加碼 |
| Fairfield Financial Advisors, LTD | 3,478 | $175.3 萬 | 0.74% | +882+34.0% | 加碼 |
| Paulson Wealth Management Inc. | 3,481 | $175.5 萬 | 0.61% | +283+8.8% | 加碼 |
| IAM Advisory, LLC | 3,485 | $175.7 萬 | 0.61% | +86+2.5% | 加碼 |
| Fiduciary Group LLC | 3,486 | $175.8 萬 | 0.22% | 00.0% | 不變 |
| BCGM Wealth Management, LLC | 3,496 | $176.3 萬 | 0.81% | +225+6.9% | 加碼 |
| Scott Investment Partners LLP | 3,500 | $176.5 萬 | 4.06% | 00.0% | 不變 |
| Leisure Capital Management | 3,506 | $176.8 萬 | 1.02% | −21−0.6% | 減碼 |
| IMS Capital Management | 3,514 | $177.2 萬 | 1.06% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,525 | $177.7 萬 | 0.20% | +223+6.8% | 加碼 |
| Sage Mountain Advisors LLC | 3,528 | $177.9 萬 | 0.24% | +479+15.7% | 加碼 |
| Money Concepts Capital Corp | 3,521 | $178.1 萬 | 0.19% | −168−4.6% | 減碼 |
| Keudell/Morrison Wealth Management | 3,539 | $178.4 萬 | 0.54% | +22+0.6% | 加碼 |
| Independent Investors Inc | 3,540 | $178.5 萬 | 0.45% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 3,541 | $178.5 萬 | 1.09% | −173−4.7% | 減碼 |
| Benchmark Investment Advisors LLC | 3,545 | $178.7 萬 | 1.81% | −1,988−35.9% | 減碼 |
| Ifrah Financial Services, Inc. | 3,553 | $179.2 萬 | 0.56% | −27−0.8% | 減碼 |
| Goepper Burkhardt LLC | 3,554 | $179.2 萬 | 1.09% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 3,558 | $179.4 萬 | 0.60% | +85+2.4% | 加碼 |
| Alphadyne Asset Management LP | 3,558 | $179.4 萬 | 0.87% | +1,414+66.0% | 加碼 |
| Kozak & Associates, Inc. | 3,441 | $180.6 萬 | 0.66% | −451−11.6% | 減碼 |
| FSM Wealth Advisors, LLC | 3,597 | $181.4 萬 | 0.91% | −356−9.0% | 減碼 |
| Rede Wealth, LLC | 3,620 | $182.5 萬 | 0.92% | −297−7.6% | 減碼 |
| Prestige Wealth Management Group LLC | 3,630 | $183.0 萬 | 0.45% | +61+1.7% | 加碼 |
| Quent Capital, LLC | 3,634 | $183.2 萬 | 0.29% | +161+4.6% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,636 | $183.3 萬 | 0.13% | −50−1.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,643 | $183.7 萬 | 0.18% | −156−4.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 3,644 | $183.7 萬 | 0.72% | −4−0.1% | 減碼 |
| Vista Investment Management | 3,646 | $183.9 萬 | 0.97% | +23+0.6% | 加碼 |
| Oakworth Capital, Inc. | 3,647 | $183.9 萬 | 0.17% | −14−0.4% | 減碼 |
| Key Financial Inc | 3,651 | $184.1 萬 | 0.62% | +4+0.1% | 加碼 |
| Main Street Financial Solutions, LLC | 3,669 | $185.0 萬 | 0.26% | +540+17.3% | 加碼 |
| KCS Wealth Advisory | 3,670 | $185.0 萬 | 0.79% | −1,194−24.5% | 減碼 |
| HMS Capital Management, LLC | 3,682 | $185.7 萬 | 1.23% | −141−3.7% | 減碼 |
| Boston Family Office LLC | 3,698 | $186.5 萬 | 0.15% | +71+2.0% | 加碼 |
| Amica Retiree Medical Trust | 3,711 | $187.1 萬 | 2.20% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,895 | $187.2 萬 | 0.03% | +1,112+40.0% | 加碼 |
| Snider Financial Group | 3,714 | $187.3 萬 | 0.91% | +1,528+69.9% | 加碼 |
| Northeast Financial Group, Inc. | 3,718 | $187.5 萬 | 1.15% | −730−16.4% | 減碼 |
| Joseph Group Capital Management | 3,724 | $187.8 萬 | 1.35% | +1,419+61.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,726 | $187.9 萬 | 0.52% | +3,726 | 新進 |
| Concentric Capital Strategies, LP | 3,735 | $188.3 萬 | 0.21% | +3,735 | 新進 |
| Prosperity Consulting Group, LLC | 3,749 | $189.0 萬 | 0.87% | +2,593+224.3% | 加碼 |
| Hartford Funds Management Co LLC | 3,749 | $189.0 萬 | 0.20% | +245+7.0% | 加碼 |
| Platform Technology Partners | 5,203 | $189.1 萬 | 0.88% | +1,053+25.4% | 加碼 |
| Hudson Canyon Capital Management | 3,755 | $189.3 萬 | 1.55% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,756 | $189.4 萬 | 0.63% | −318−7.8% | 減碼 |
| Sierra Capital LLC | 3,761 | $189.6 萬 | 0.30% | +8+0.2% | 加碼 |