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 |
|---|---|---|---|---|---|
| Wunderlich Capital Managemnt | 6,625 | $334.0 萬 | 1.65% | −43−0.6% | 減碼 |
| Fairbanks Capital Management, Inc. | 6,626 | $334.1 萬 | 2.81% | +315+5.0% | 加碼 |
| Centric Wealth Management | 6,628 | $334.2 萬 | 1.40% | +574+9.5% | 加碼 |
| DF Dent & Co Inc | 6,634 | $334.5 萬 | 0.05% | −87−1.3% | 減碼 |
| Valley Brook Capital Group | 6,641 | $334.8 萬 | 3.31% | +106+1.6% | 加碼 |
| Occidental Asset Management, LLC | 6,647 | $335.1 萬 | 0.78% | +116+1.8% | 加碼 |
| Covenant Asset Management, LLC | 6,669 | $336.2 萬 | 1.04% | −2,386−26.4% | 減碼 |
| Pathway Financial Advisers, LLC | 6,680 | $337.3 萬 | 1.39% | +6,680 | 新進 |
| Flagship Harbor Advisors, LLC | 6,700 | $337.8 萬 | 0.28% | +120+1.8% | 加碼 |
| Redwood Investment Management, LLC | 6,740 | $339.8 萬 | 0.30% | +3,845+132.8% | 加碼 |
| Wedmont Private Capital | 6,455 | $339.9 萬 | 0.34% | +1,468+29.4% | 加碼 |
| Royal Capital Wealth Management, LLC | 6,765 | $341.1 萬 | 3.27% | +11+0.2% | 加碼 |
| Bollard Group LLC | 6,779 | $341.8 萬 | 0.13% | −1,009−13.0% | 減碼 |
| Gunn & Co Investment Management, Inc. | 6,796 | $342.6 萬 | 3.01% | +6,796 | 新進 |
| Atlas Private Wealth Management | 6,798 | $342.7 萬 | 1.84% | +122+1.8% | 加碼 |
| Birch Capital Management, LLC | 6,812 | $343.5 萬 | 2.17% | +594+9.6% | 加碼 |
| Archford Capital Strategies, LLC | 6,817 | $343.7 萬 | 0.69% | +181+2.7% | 加碼 |
| Page Arthur B | 6,841 | $344.9 萬 | 3.58% | +25+0.4% | 加碼 |
| We Are One Seven, LLC | 6,843 | $345.0 萬 | 0.27% | +349+5.4% | 加碼 |
| MRP Capital Investments, LLC | 6,575 | $345.2 萬 | 3.83% | +3,776+134.9% | 加碼 |
| Stokes Family Office, LLC | 6,848 | $345.3 萬 | 0.41% | +383+5.9% | 加碼 |
| Gratus Capital LLC | 6,860 | $345.9 萬 | 0.24% | +193+2.9% | 加碼 |
| SevenBridge Financial Group, LLC | 6,888 | $347.3 萬 | 0.90% | +417+6.4% | 加碼 |
| LGT Fund Management Co Ltd. | 6,760 | $347.8 萬 | 1.69% | +860+14.6% | 加碼 |
| Berkshire Bank | 6,914 | $348.6 萬 | 1.00% | +5+0.1% | 加碼 |
| Pinnacle West Asset Management, Inc. | 6,920 | $348.9 萬 | 3.42% | +255+3.8% | 加碼 |
| CenterBook Partners LP | 6,928 | $349.3 萬 | 0.44% | −5,079−42.3% | 減碼 |
| Shayne & Co., LLC | 6,947 | $350.3 萬 | 1.17% | +6,947 | 新進 |
| Cypress Capital Group | 6,948 | $350.3 萬 | 0.51% | −1,085−13.5% | 減碼 |
| Kerrisdale Advisers, LLC | 7,040 | $354.9 萬 | 1.12% | −1,608−18.6% | 減碼 |
| Condor Capital Management | 7,045 | $355.2 萬 | 0.44% | +223+3.3% | 加碼 |
| Foster & Motley Inc | 7,070 | $356.5 萬 | 0.29% | −409−5.5% | 減碼 |
| MPS Loria Financial Planners, LLC | 7,083 | $357.1 萬 | 1.40% | +26+0.4% | 加碼 |
| Notis-McConarty Edward | 7,110 | $358.5 萬 | 1.46% | +624+9.6% | 加碼 |
| Delaney Dennis R | 7,126 | $359.3 萬 | 2.32% | +1,371+23.8% | 加碼 |
| Strategic Wealth Partners, Ltd. | 7,133 | $359.6 萬 | 0.47% | −1,447−16.9% | 減碼 |
| Proquility Private Wealth Partners, LLC | 7,172 | $361.6 萬 | 1.48% | −26−0.4% | 減碼 |
| Wintrust Investments LLC | 7,196 | $362.8 萬 | 0.38% | +825+12.9% | 加碼 |
| Fosun International Ltd | 7,229 | $364.5 萬 | 0.59% | +1,660+29.8% | 加碼 |
| Delta Capital Management LLC | 7,245 | $365.3 萬 | 2.74% | −140−1.9% | 減碼 |
| Cinctive Capital Management LP | 7,247 | $365.4 萬 | 0.20% | +7,247 | 新進 |
| Roanoke Asset Management Corp | 7,255 | $365.8 萬 | 1.50% | −15−0.2% | 減碼 |
| Broadleaf Partners, LLC | 7,258 | $365.9 萬 | 1.22% | −7,427−50.6% | 減碼 |
| Laidlaw Wealth Management LLC | 7,267 | $366.4 萬 | 1.21% | −2,434−25.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 7,269 | $366.5 萬 | 0.59% | −181−2.4% | 減碼 |
| Great Diamond Partners, LLC | 7,272 | $366.7 萬 | 0.99% | +239+3.4% | 加碼 |
| VGI Partners Ltd | 7,275 | $366.8 萬 | 0.82% | −1,800−19.8% | 減碼 |
| TrinityPoint Wealth, LLC | 7,285 | $367.3 萬 | 0.73% | +1,093+17.7% | 加碼 |
| Bensler, LLC | 7,293 | $367.7 萬 | 0.71% | +19+0.3% | 加碼 |
| TCG Advisory Services, LLC | 7,309 | $368.5 萬 | 0.57% | +892+13.9% | 加碼 |
| Forum Financial Management, LP | 7,330 | $369.5 萬 | 0.08% | +6+0.1% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,362 | $371.2 萬 | 0.80% | +1,054+16.7% | 加碼 |
| S.E.E.D. Planning Group LLC | 7,375 | $371.8 萬 | 1.43% | +367+5.2% | 加碼 |
| Abbrea Capital, LLC | 7,400 | $373.1 萬 | 0.59% | +114+1.6% | 加碼 |
| Harrell Investment Partners, LLC | 7,253 | $373.2 萬 | 1.27% | −1,502−17.2% | 減碼 |
| Graypoint LLC | 7,407 | $373.4 萬 | 0.35% | +895+13.7% | 加碼 |
| Wolverine Trading, LLC | 7,407 | $373.5 萬 | 0.04% | −192,977−96.3% | 減碼 |
| Accredited Investors Inc. | 7,409 | $373.5 萬 | 0.28% | −13−0.2% | 減碼 |
| Bulltick Wealth Management, LLC | 7,410 | $373.6 萬 | 0.93% | −6,599−47.1% | 減碼 |
| Principle Wealth Partners LLC | 7,411 | $373.7 萬 | 0.38% | +173+2.4% | 加碼 |
| South State Corp. | 7,417 | $374.0 萬 | 0.35% | −208−2.7% | 減碼 |
| Financial Partners Group, LLC | 7,420 | $374.1 萬 | 1.79% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 7,446 | $375.4 萬 | 1.11% | +804+12.1% | 加碼 |
| Piscataqua Savings Bank | 7,455 | $375.9 萬 | 3.28% | −103−1.4% | 減碼 |
| Westover Capital Advisors, LLC | 7,468 | $376.5 萬 | 1.36% | −471−5.9% | 減碼 |
| Advocate Group LLC | 7,498 | $378.0 萬 | 0.88% | +197+2.7% | 加碼 |
| Hohimer Wealth Management, LLC | 7,500 | $378.1 萬 | 1.08% | −100−1.3% | 減碼 |
| BFSG, LLC | 7,510 | $378.7 萬 | 0.61% | +132+1.8% | 加碼 |
| Perfromance Wealth Partners, LLC | 7,527 | $379.5 萬 | 0.18% | +833+12.4% | 加碼 |
| Greenline Partners, LLC | 7,559 | $381.1 萬 | 0.72% | −60−0.8% | 減碼 |
| Banco de Sabadell, S.A | 7,585 | $383.0 萬 | 3.32% | −296−3.8% | 減碼 |
| Harbour Investment Management LLC | 7,621 | $384.2 萬 | 2.19% | −51−0.7% | 減碼 |
| Belpointe Asset Management LLC | 7,623 | $384.4 萬 | 0.40% | +1,092+16.7% | 加碼 |
| Soltis Investment Advisors LLC | 7,633 | $384.8 萬 | 0.50% | +2,872+60.3% | 加碼 |
| Financial Advisory Partners, LLC | 7,644 | $385.4 萬 | 1.55% | −28−0.4% | 減碼 |
| Pavadi Capital LLC | 7,711 | $388.8 萬 | 5.06% | −824−9.7% | 減碼 |
| Accurate Wealth Management, LLC | 7,245 | $388.8 萬 | 1.22% | +4,259+142.6% | 加碼 |
| PEAK6 Investments LLC | 7,718 | $389.1 萬 | 0.19% | −8,574−52.6% | 減碼 |
| Compton Wealth Advisory Group, LLC | 7,729 | $389.7 萬 | 1.34% | +153+2.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,775 | $392.0 萬 | 0.51% | −149−1.9% | 減碼 |
| Murphy Pohlad Asset Management LLC | 7,777 | $392.1 萬 | 1.72% | 00.0% | 不變 |
| Elgethun Capital Management | 7,812 | $393.6 萬 | 1.19% | +19+0.2% | 加碼 |
| Barings LLC | 7,824 | $394.5 萬 | 0.13% | +464+6.3% | 加碼 |
| NatWest Group plc | 7,856 | $396.1 萬 | 2.06% | −107−1.3% | 減碼 |
| Affiance Financial, LLC | 7,858 | $396.2 萬 | 2.01% | −8−0.1% | 減碼 |
| Summit Trail Advisors, LLC | 7,872 | $396.9 萬 | 0.15% | −596−7.0% | 減碼 |
| RSM US Wealth Management LLC | 7,879 | $397.3 萬 | 0.14% | +200+2.6% | 加碼 |
| Union Heritage Capital, LLC | 7,900 | $398.3 萬 | 2.26% | 00.0% | 不變 |
| Family Legacy, Inc. | 7,911 | $398.9 萬 | 1.67% | −33−0.4% | 減碼 |
| Studio Investment Management LLC | 7,918 | $399.2 萬 | 1.11% | +1,084+15.9% | 加碼 |
| Hyman Charles D | 7,956 | $401.1 萬 | 0.26% | +117+1.5% | 加碼 |
| Sitrin Capital Management LLC | 7,999 | $403.3 萬 | 2.52% | −967−10.8% | 減碼 |
| Daymark Wealth Partners, LLC | 117,785 | $403.5 萬 | 0.28% | +109,404+1,305.4% | 加碼 |
| Gouws Capital LLC | 8,011 | $403.9 萬 | 3.43% | +72+0.9% | 加碼 |
| New Hampshire Trust | 8,074 | $407.1 萬 | 1.11% | +149+1.9% | 加碼 |
| Forefront Wealth Management Inc. | 8,076 | $407.2 萬 | 5.71% | +22+0.3% | 加碼 |
| Cordatus Wealth Management LLC | 8,078 | $407.3 萬 | 3.72% | −187−2.3% | 減碼 |
| Gotham Asset Management, LLC | 8,160 | $411.4 萬 | 0.09% | −3,884−32.2% | 減碼 |
| Transcend Wealth Collective, LLC | 8,172 | $412.0 萬 | 0.40% | −1,588−16.3% | 減碼 |
| Mattern Wealth Management LLC | 8,174 | $412.1 萬 | 1.21% | +97+1.2% | 加碼 |