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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 4,650 | $234.4 萬 | 1.36% | +33+0.7% | 加碼 |
| Financial Advocates Investment Management | 4,654 | $234.7 萬 | 0.17% | −3−0.1% | 減碼 |
| Naviter Wealth, LLC | 4,661 | $235.0 萬 | 0.57% | +153+3.4% | 加碼 |
| Hartford Financial Management Inc. | 4,666 | $235.3 萬 | 0.60% | +42+0.9% | 加碼 |
| Revolve Wealth Partners, LLC | 4,686 | $236.2 萬 | 0.55% | −26−0.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,691 | $236.5 萬 | 0.24% | +208+4.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,708 | $237.4 萬 | 0.17% | +201+4.5% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 4,732 | $238.6 萬 | 1.24% | +1,797+61.2% | 加碼 |
| CIC Wealth, LLC | 4,750 | $239.5 萬 | 0.86% | +1,432+43.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,750 | $239.5 萬 | 0.58% | +1,027+27.6% | 加碼 |
| Monte Financial Group, LLC | 4,758 | $239.9 萬 | 1.21% | −12−0.3% | 減碼 |
| SWS Partners | 4,768 | $240.4 萬 | 0.89% | −1,752−26.9% | 減碼 |
| Harvey Investment Co LLC | 4,776 | $240.8 萬 | 0.32% | 00.0% | 不變 |
| Fagan Associates, Inc. | 4,780 | $241.0 萬 | 0.58% | +1,069+28.8% | 加碼 |
| Radnor Capital Management, LLC | 4,784 | $241.2 萬 | 0.48% | +1,050+28.1% | 加碼 |
| Simplify Asset Management Inc. | 4,785 | $241.3 萬 | 0.40% | +3,788+379.9% | 加碼 |
| Team Hewins, LLC | 4,788 | $241.4 萬 | 0.55% | +4,788 | 新進 |
| Harfst & Associates, Inc. | 4,790 | $241.5 萬 | 0.68% | −23−0.5% | 減碼 |
| Jag Capital Management, LLC | 4,796 | $241.8 萬 | 0.29% | +950+24.7% | 加碼 |
| Pictet Bank & Trust Ltd | 4,798 | $241.9 萬 | 2.60% | −230−4.6% | 減碼 |
| Sunbelt Securities, Inc. | 4,809 | $242.5 萬 | 0.34% | +80+1.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 4,816 | $242.8 萬 | 0.14% | +4,816 | 新進 |
| Apexium Financial, LP | 4,817 | $242.9 萬 | 0.24% | −38−0.8% | 減碼 |
| Hartline Investment Corp | 4,825 | $243.3 萬 | 0.44% | +174+3.7% | 加碼 |
| Cape Ann Savings Bank | 4,827 | $243.4 萬 | 1.71% | −40−0.8% | 減碼 |
| Inscription Capital, LLC | 4,837 | $243.9 萬 | 0.80% | −492−9.2% | 減碼 |
| Brasada Capital Management, LP | 4,633 | $243.9 萬 | 0.57% | +364+8.5% | 加碼 |
| PDS Planning, Inc | 4,838 | $243.9 萬 | 0.32% | +133+2.8% | 加碼 |
| Ingalls & Snyder LLC | 4,844 | $244.2 萬 | 0.12% | +73+1.5% | 加碼 |
| Palouse Capital Management, Inc. | 4,845 | $244.3 萬 | 1.81% | +47+1.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,103 | $245.3 萬 | 0.56% | −100−1.9% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,865 | $245.3 萬 | 1.72% | −73−1.5% | 減碼 |
| Tobam | 4,867 | $245.4 萬 | 0.20% | −283−5.5% | 減碼 |
| Mather Group, LLC. | 4,880 | $246.0 萬 | 0.04% | −230−4.5% | 減碼 |
| Bank Hapoalim BM | 4,884 | $246.2 萬 | 0.40% | −67−1.4% | 減碼 |
| Tilt Investment Management Holdings, PBC | 4,926 | $248.4 萬 | 1.77% | 00.0% | 不變 |
| North Star Investment Management Corp. | 4,932 | $248.7 萬 | 0.21% | +10.0% | 加碼 |
| Alerus Financial NA | 4,933 | $248.7 萬 | 0.22% | −1,028−17.2% | 減碼 |
| Moser Wealth Advisors, LLC | 4,940 | $249.1 萬 | 1.75% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 4,951 | $249.6 萬 | 0.35% | −179−3.5% | 減碼 |
| Consolidated Capital Management, LLC | 4,968 | $250.5 萬 | 1.33% | −137−2.7% | 減碼 |
| Tealwood Asset Management Inc | 4,969 | $250.5 萬 | 1.29% | −18−0.4% | 減碼 |
| Privium Fund Management (UK) Ltd | 4,976 | $250.9 萬 | 1.96% | +1,476+42.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,978 | $251.0 萬 | 0.50% | +503+11.2% | 加碼 |
| Waypoint Capital Advisors, LLC | 4,984 | $251.3 萬 | 0.84% | −18−0.4% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 5,000 | $252.1 萬 | 0.03% | +5,000 | 新進 |
| Chesapeake Wealth Management | 5,003 | $252.2 萬 | 1.05% | −166−3.2% | 減碼 |
| Northeast Investment Management | 5,010 | $252.6 萬 | 0.15% | −4,060−44.8% | 減碼 |
| Welch & Forbes LLC | 5,014 | $252.8 萬 | 0.04% | +99+2.0% | 加碼 |
| Park Place Capital Corp | 5,030 | $253.6 萬 | 0.74% | −284−5.3% | 減碼 |
| Marcum Wealth, LLC | 5,030 | $253.6 萬 | 0.30% | +67+1.3% | 加碼 |
| Sheets Smith Wealth Management | 5,044 | $254.3 萬 | 0.39% | −25−0.5% | 減碼 |
| IMA Wealth, Inc. | 5,050 | $254.6 萬 | 0.66% | −5−0.1% | 減碼 |
| RB Capital Management, LLC | 5,059 | $255.1 萬 | 0.83% | +53+1.1% | 加碼 |
| Caliber Wealth Management, LLC | 5,060 | $255.1 萬 | 1.72% | +161+3.3% | 加碼 |
| Saxon Interests, Inc. | 5,060 | $255.1 萬 | 1.72% | +3,150+164.9% | 加碼 |
| JNBA Financial Advisors | 5,072 | $255.7 萬 | 0.32% | −6−0.1% | 減碼 |
| WealthShield Partners, LLC | 5,073 | $255.8 萬 | 0.39% | −4,558−47.3% | 減碼 |
| Cornercap Investment Counsel Inc | 5,087 | $256.5 萬 | 0.47% | +50+1.0% | 加碼 |
| Warren Averett Asset Management, LLC | 5,088 | $256.5 萬 | 0.11% | +407+8.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 5,099 | $257.1 萬 | 0.11% | +61+1.2% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,100 | $257.1 萬 | 1.81% | +3,600+240.0% | 加碼 |
| ProVise Management Group, LLC | 5,101 | $257.2 萬 | 0.24% | +225+4.6% | 加碼 |
| Aspiriant, LLC | 5,115 | $257.9 萬 | 0.13% | +507+11.0% | 加碼 |
| 180 Wealth Advisors, LLC | 5,150 | $259.7 萬 | 0.58% | +190+3.8% | 加碼 |
| NinePointTwo Capital | 5,153 | $259.8 萬 | 1.06% | 00.0% | 不變 |
| Royal Fund Management, LLC | 5,185 | $261.4 萬 | 0.37% | −12−0.2% | 減碼 |
| Centaurus Financial, Inc. | 5,188 | $261.6 萬 | 0.23% | −874−14.4% | 減碼 |
| Cottage Street Advisors LLC | 5,190 | $261.7 萬 | 1.92% | +77+1.5% | 加碼 |
| Lake Street Financial LLC | 5,144 | $262.4 萬 | 0.47% | +181+3.6% | 加碼 |
| Ami Investment Management Inc | 5,208 | $262.6 萬 | 1.18% | +1,344+34.8% | 加碼 |
| Avestar Capital, LLC | 5,232 | $263.8 萬 | 0.40% | +140+2.7% | 加碼 |
| Insigneo Advisory Services, LLC | 5,236 | $264.0 萬 | 0.54% | +275+5.5% | 加碼 |
| Country Club Bank | 5,179 | $264.2 萬 | 0.22% | +43+0.8% | 加碼 |
| Sterling Investment Management, Inc. | 5,276 | $266.0 萬 | 2.37% | −75−1.4% | 減碼 |
| Dover Advisors, LLC | 5,287 | $266.6 萬 | 2.70% | +9+0.2% | 加碼 |
| Geller Advisors LLC | 5,330 | $268.7 萬 | 0.31% | +672+14.4% | 加碼 |
| BlueCrest Capital Management Ltd | 5,338 | $269.1 萬 | 0.42% | +2,623+96.6% | 加碼 |
| Blue Square Asset Management, LLC | 5,340 | $269.2 萬 | 1.98% | +1,632+44.0% | 加碼 |
| StoneX Group Inc. | 5,342 | $269.3 萬 | 0.29% | +471+9.7% | 加碼 |
| Insight Wealth Strategies, LLC | 5,347 | $269.6 萬 | 0.52% | +447+9.1% | 加碼 |
| Financial Perspectives, Inc | 5,361 | $270.3 萬 | 1.24% | +540+11.2% | 加碼 |
| Liberty One Investment Management, LLC | 5,375 | $271.0 萬 | 0.39% | +303+6.0% | 加碼 |
| Sentry Investment Management LLC | 5,379 | $271.2 萬 | 1.30% | −1,091−16.9% | 減碼 |
| Joel Isaacson & Co., LLC | 5,381 | $271.3 萬 | 0.19% | +473+9.6% | 加碼 |
| Eudaimonia Partners, LLC | 5,426 | $273.6 萬 | 0.66% | +103+1.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,426 | $273.6 萬 | 1.01% | +169+3.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,439 | $274.2 萬 | 0.53% | −219−3.9% | 減碼 |
| Charles Carroll Financial Partners, LLC | 5,456 | $275.1 萬 | 3.42% | −2,500−31.4% | 減碼 |
| Signet Investment Advisory Group, Inc. | 5,475 | $276.0 萬 | 1.83% | +524+10.6% | 加碼 |
| TCWP LLC | 5,481 | $276.3 萬 | 2.10% | +33+0.6% | 加碼 |
| Manchester Capital Management LLC | 5,496 | $277.1 萬 | 0.41% | +72+1.3% | 加碼 |
| Fidelis Capital Partners, LLC | 5,500 | $277.3 萬 | 0.95% | +286+5.5% | 加碼 |
| Bigelow Investment Advisors, LLC | 5,502 | $277.4 萬 | 1.59% | +14+0.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,502 | $277.4 萬 | 1.12% | +495+9.9% | 加碼 |
| Spears Abacus Advisors LLC | 5,510 | $277.8 萬 | 0.24% | +7+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 5,549 | $279.8 萬 | 2.85% | −12−0.2% | 減碼 |
| Advisor OS, LLC | 5,550 | $279.8 萬 | 0.42% | +500+9.9% | 加碼 |
| Bay Rivers Group | 5,551 | $279.9 萬 | 2.15% | +20+0.4% | 加碼 |
| Dohj, LLC | 5,443 | $280.1 萬 | 1.25% | +286+5.5% | 加碼 |