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 |
|---|---|---|---|---|---|
| Anderson Hoagland & Co | 5,562 | $280.4 萬 | 0.37% | −5−0.1% | 減碼 |
| Chemung Canal Trust Co | 5,583 | $281.5 萬 | 0.65% | +132+2.4% | 加碼 |
| Circle Wealth Management, LLC | 5,585 | $281.6 萬 | 0.07% | +1,113+24.9% | 加碼 |
| Somerset Trust Co | 5,595 | $282.1 萬 | 1.29% | −9−0.2% | 減碼 |
| CWA Asset Management Group, LLC | 5,601 | $282.4 萬 | 0.21% | −831−12.9% | 減碼 |
| Brown Miller Wealth Management, LLC | 5,655 | $285.2 萬 | 1.59% | −433−7.1% | 減碼 |
| Wealth Alliance | 5,664 | $285.6 萬 | 0.45% | −117−2.0% | 減碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 5,665 | $285.6 萬 | 0.01% | +5,665 | 新進 |
| PFG Investments, LLC | 5,678 | $286.3 萬 | 0.54% | +807+16.6% | 加碼 |
| Van Leeuwen & Company, LLC | 5,683 | $286.5 萬 | 1.78% | +2,881+102.8% | 加碼 |
| Sentinel Trust Co Lba | 5,690 | $286.9 萬 | 0.41% | +140+2.5% | 加碼 |
| Means Investment Co., Inc. | 5,702 | $287.5 萬 | 0.47% | +352+6.6% | 加碼 |
| Shepherd Financial Partners LLC | 5,714 | $288.2 萬 | 0.45% | +309+5.7% | 加碼 |
| Avantax Planning Partners, Inc. | 5,717 | $288.3 萬 | 0.12% | +321+5.9% | 加碼 |
| Legato Capital Management LLC | 5,730 | $288.9 萬 | 0.42% | +132+2.4% | 加碼 |
| RiverPark Advisors, LLC | 5,739 | $289.4 萬 | 2.61% | +261+4.8% | 加碼 |
| Van Cleef Asset Management,Inc | 5,775 | $291.2 萬 | 0.46% | −25−0.4% | 減碼 |
| Cunning Capital Partners, LP | 5,780 | $291.4 萬 | 1.92% | +5,780 | 加碼 |
| Sugarloaf Wealth Management, LLC | 5,783 | $291.6 萬 | 0.74% | +214+3.8% | 加碼 |
| MU Investments Co., Ltd. | 5,720 | $291.8 萬 | 3.90% | −100−1.7% | 減碼 |
| Eads & Heald Wealth Management | 5,790 | $291.9 萬 | 1.53% | −64−1.1% | 減碼 |
| AXS Investments LLC | 5,820 | $293.4 萬 | 0.76% | +2,036+53.8% | 加碼 |
| Valmark Advisers, Inc. | 5,852 | $295.0 萬 | 0.06% | −48−0.8% | 減碼 |
| Lyell Wealth Management, LP | 5,880 | $296.5 萬 | 0.40% | +115+2.0% | 加碼 |
| Sepio Capital, LP | 5,886 | $296.8 萬 | 0.26% | −642−9.8% | 減碼 |
| Rossmore Private Capital | 5,889 | $296.9 萬 | 0.45% | −10.0% | 減碼 |
| Gyroscope Capital Management Group, LLC | 5,893 | $297.1 萬 | 0.68% | +1,630+38.2% | 加碼 |
| David Loasby | 5,820 | $297.2 萬 | 0.33% | +229+4.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,896 | $297.3 萬 | 0.68% | −98−1.6% | 減碼 |
| Harbour Investments, Inc. | 5,910 | $298.0 萬 | 0.15% | −1,394−19.1% | 減碼 |
| Rehmann Capital Advisory Group | 5,912 | $298.1 萬 | 0.28% | −148−2.4% | 減碼 |
| AdvisorNet Financial, Inc | 5,922 | $298.6 萬 | 0.27% | −2,769−31.9% | 減碼 |
| Commonwealth Retirement Investments LLC | 5,925 | $298.7 萬 | 1.72% | +271+4.8% | 加碼 |
| Bell Bank | 5,930 | $299.0 萬 | 0.33% | +228+4.0% | 加碼 |
| Next Century Growth Investors LLC | 5,931 | $299.0 萬 | 0.33% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 5,938 | $299.4 萬 | 0.51% | +227+4.0% | 加碼 |
| Patten Group, Inc. | 5,978 | $301.4 萬 | 0.90% | −242−3.9% | 減碼 |
| Darwin Advisors, LLC | 5,992 | $302.1 萬 | 0.81% | +221+3.8% | 加碼 |
| Peachtree Investment Partners, LLC | 5,997 | $302.3 萬 | 1.54% | −403−6.3% | 減碼 |
| RDA Financial Network | 6,004 | $302.7 萬 | 1.31% | +245+4.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,018 | $303.4 萬 | 1.74% | +31+0.5% | 加碼 |
| AIMZ Investment Advisors, LLC | 6,043 | $304.7 萬 | 1.36% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 6,045 | $304.8 萬 | 0.86% | −300−4.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,055 | $305.3 萬 | 0.50% | +18+0.3% | 加碼 |
| Northside Capital Management, LLC | 6,081 | $306.6 萬 | 0.71% | +10.0% | 加碼 |
| Cox Capital Mgt LLC | 6,092 | $307.1 萬 | 2.16% | +452+8.0% | 加碼 |
| Platte River Wealth Advisors, LLC | 6,094 | $307.3 萬 | 1.12% | +224+3.8% | 加碼 |
| San Luis Wealth Advisors LLC | 6,111 | $308.1 萬 | 1.48% | −6−0.1% | 減碼 |
| Smithfield Trust Co | 6,077 | $308.1 萬 | 0.19% | −20−0.3% | 減碼 |
| Leeward Financial Partners, LLC | 6,115 | $308.3 萬 | 1.71% | +575+10.4% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 6,123 | $309.3 萬 | 0.90% | +195+3.3% | 加碼 |
| Verition Fund Management LLC | 6,145 | $309.8 萬 | 0.04% | +2,754+81.2% | 加碼 |
| Granite Bay Wealth Management, LLC | 6,300 | $310.0 萬 | 0.03% | +6,300 | 新進 |
| Wealth Architects, LLC | 6,173 | $311.2 萬 | 0.53% | −10−0.2% | 減碼 |
| Wambolt & Associates, LLC | 6,082 | $313.0 萬 | 1.14% | +394+6.9% | 加碼 |
| Parkwood LLC | 6,234 | $314.3 萬 | 0.57% | −441−6.6% | 減碼 |
| Capital Asset Advisory Services LLC | 6,008 | $314.9 萬 | 0.22% | +1,094+22.3% | 加碼 |
| Red Cedar Investment Management, LLC | 6,267 | $316.0 萬 | 0.48% | +58+0.9% | 加碼 |
| Dempze Nancy E | 6,270 | $316.1 萬 | 2.84% | +232+3.8% | 加碼 |
| Chemistry Wealth Management LLC | 6,278 | $316.5 萬 | 1.05% | −311−4.7% | 減碼 |
| Symmetry Partners, LLC | 6,306 | $317.9 萬 | 0.17% | −8,456−57.3% | 減碼 |
| Sweet Financial Partners, LLC | 6,306 | $317.9 萬 | 0.84% | +427+7.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,328 | $319.1 萬 | 0.53% | −5,955−48.5% | 減碼 |
| Brady Family Wealth, LLC | 6,338 | $319.6 萬 | 1.24% | +17+0.3% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,340 | $319.7 萬 | 1.54% | −10−0.2% | 減碼 |
| Handelsinvest Investeringsforvaltning | 6,341 | $319.7 萬 | 1.11% | −65−1.0% | 減碼 |
| Claro Advisors LLC | 6,343 | $319.8 萬 | 0.80% | +1,215+23.7% | 加碼 |
| Bank of Hawaii | 6,362 | $320.8 萬 | 0.18% | −43−0.7% | 減碼 |
| My Legacy Advisors, LLC | 6,034 | $320.8 萬 | 1.30% | +238+4.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,364 | $320.9 萬 | 0.22% | +357+5.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,370 | $321.2 萬 | 0.29% | +1,156+22.2% | 加碼 |
| M&R Capital Management Inc | 6,371 | $321.2 萬 | 0.88% | +70+1.1% | 加碼 |
| Nordwand Advisors, LLC | 6,375 | $321.4 萬 | 0.64% | −1,090−14.6% | 減碼 |
| Lloyd Advisory Services, LLC. | 6,383 | $321.8 萬 | 1.06% | +6,383 | 新進 |
| Norden Group LLC | 6,383 | $321.8 萬 | 1.06% | +6,383 | 新進 |
| Capstone Investment Advisors, LLC | 6,398 | $322.6 萬 | 0.09% | +6,398 | 新進 |
| Vise Technologies, Inc. | 6,413 | $323.3 萬 | 0.79% | +650+11.3% | 加碼 |
| Capital City Trust Co | 6,415 | $323.4 萬 | 1.07% | +203+3.3% | 加碼 |
| Greenfield Savings Bank | 6,416 | $323.5 萬 | 2.03% | −5−0.1% | 減碼 |
| Strategic Financial Services, Inc, | 6,421 | $323.7 萬 | 0.25% | −50−0.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,424 | $323.9 萬 | 0.40% | −64−1.0% | 減碼 |
| Channel Wealth LLC | 6,424 | $323.9 萬 | 1.81% | +775+13.7% | 加碼 |
| Decatur Capital Management, Inc. | 6,449 | $325.2 萬 | 2.35% | 00.0% | 不變 |
| Founders Financial Securities LLC | 6,483 | $326.9 萬 | 0.42% | +404+6.6% | 加碼 |
| Capricorn Fund Managers Ltd | 6,484 | $326.9 萬 | 1.13% | +3,284+102.6% | 加碼 |
| Legacy Wealth Management, LLC | 6,485 | $327.0 萬 | 1.70% | −102−1.5% | 減碼 |
| JB Capital LLC | 6,498 | $327.7 萬 | 0.28% | −4,063−38.5% | 減碼 |
| Hilltop Holdings Inc. | 6,517 | $328.6 萬 | 0.41% | +20+0.3% | 加碼 |
| RFG Advisory, LLC | 6,524 | $329.0 萬 | 0.15% | +1,386+27.0% | 加碼 |
| First Horizon Advisors, Inc. | 6,526 | $329.1 萬 | 0.12% | −74−1.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 6,530 | $329.2 萬 | 0.36% | +670+11.4% | 加碼 |
| Carret Asset Management, LLC | 6,535 | $329.5 萬 | 0.46% | +312+5.0% | 加碼 |
| NorthRock Partners, LLC | 6,543 | $329.9 萬 | 0.34% | +693+11.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 6,558 | $330.7 萬 | 0.22% | +1,948+42.3% | 加碼 |
| Grove Bank & Trust | 6,559 | $330.7 萬 | 0.67% | +677+11.5% | 加碼 |
| Parisi Gray Wealth Management | 6,567 | $331.1 萬 | 1.50% | +52+0.8% | 加碼 |
| Renasant Bank | 6,569 | $331.2 萬 | 2.79% | −302−4.4% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,593 | $332.4 萬 | 1.68% | +293+4.7% | 加碼 |
| Jessup Wealth Management, Inc | 6,610 | $333.3 萬 | 1.92% | +291+4.6% | 加碼 |
| Wrapmanager Inc | 6,614 | $333.5 萬 | 1.07% | −4−0.1% | 減碼 |