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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 13,337 | $672.4 萬 | 0.75% | +122+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 13,278 | $669.5 萬 | 0.24% | −5,605−29.7% | 減碼 |
| Fund Management at Engine No. 1 LLC | 13,248 | $668.0 萬 | 1.06% | +1,127+9.3% | 加碼 |
| Sky Investment Group LLC | 13,229 | $667.0 萬 | 1.51% | +70+0.5% | 加碼 |
| Gifford Fong Associates | 13,206 | $665.8 萬 | 1.59% | 00.0% | 不變 |
| Field & Main Bank | 13,176 | $664.3 萬 | 3.11% | +4,771+56.8% | 加碼 |
| Fulton Bank, N.A. | 13,174 | $664.2 萬 | 0.33% | +300+2.3% | 加碼 |
| Integrated Advisors Network LLC | 13,119 | $661.4 萬 | 0.41% | −83−0.6% | 減碼 |
| HGK Asset Management Inc | 13,114 | $661.2 萬 | 2.16% | −10−0.1% | 減碼 |
| Wesleyan Assurance Society | 13,100 | $660.6 萬 | 0.73% | 00.0% | 不變 |
| Asset Planning Services Inc | 13,095 | $660.2 萬 | 4.33% | −1,260−8.8% | 減碼 |
| GYL Financial Synergies, LLC | 13,094 | $660.2 萬 | 0.64% | −107−0.8% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $655.4 萬 | 1.88% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 12,983 | $654.6 萬 | 0.27% | −619−4.6% | 減碼 |
| Ocean Capital Management, LLC | 12,941 | $652.5 萬 | 3.02% | +1,695+15.1% | 加碼 |
| Chicago Trust Co NA | 12,939 | $652.4 萬 | 1.64% | −700−5.1% | 減碼 |
| Spinnaker Trust | 12,902 | $650.5 萬 | 0.49% | −692−5.1% | 減碼 |
| Marshall & Sullivan Inc | 12,879 | $649.3 萬 | 3.78% | −148−1.1% | 減碼 |
| Griffin Asset Management, Inc. | 12,834 | $647.1 萬 | 0.92% | +6,843+114.2% | 加碼 |
| Capital Planning Advisors, LLC | 12,817 | $646.2 萬 | 1.35% | −14−0.1% | 減碼 |
| Puzo Michael J | 12,790 | $644.9 萬 | 2.19% | +1,014+8.6% | 加碼 |
| Perkins Coie Trust Co | 12,769 | $643.8 萬 | 1.82% | −671−5.0% | 減碼 |
| Paradigm Financial Partners, LLC | 12,612 | $642.5 萬 | 1.77% | +40+0.3% | 加碼 |
| Nelson Capital Management, LLC | 12,730 | $641.8 萬 | 1.57% | +47+0.4% | 加碼 |
| Ballast, Inc. | 12,714 | $641.0 萬 | 2.55% | +9+0.1% | 加碼 |
| GPM Growth Investors, Inc. | 12,712 | $640.9 萬 | 3.35% | −191−1.5% | 減碼 |
| Trium Capital LLP | 12,708 | $640.7 萬 | 0.12% | +120+1.0% | 加碼 |
| Buckhead Capital Management LLC | 12,652 | $637.9 萬 | 2.65% | −14−0.1% | 減碼 |
| Solidarilty Wealth, LLC | 12,612 | $635.9 萬 | 2.30% | +1,580+14.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 12,514 | $631.0 萬 | 0.61% | +1,730+16.0% | 加碼 |
| Charter Trust Co | 12,509 | $630.7 萬 | 0.50% | −29−0.2% | 減碼 |
| Arjuna Capital | 12,492 | $629.8 萬 | 2.26% | +107+0.9% | 加碼 |
| Cubic Asset Management, LLC | 12,484 | $629.4 萬 | 1.73% | −376−2.9% | 減碼 |
| Naples Global Advisors, LLC | 12,445 | $627.4 萬 | 0.76% | +98+0.8% | 加碼 |
| West Family Investments, Inc. | 12,397 | $625.0 萬 | 2.18% | −239−1.9% | 減碼 |
| PKO Investment Management Joint-Stock Co | 12,389 | $624.6 萬 | 0.85% | −2,800−18.4% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $623.9 萬 | 0.29% | 00.0% | 不變 |
| Monetary Management Group Inc | 12,313 | $620.8 萬 | 2.07% | −430−3.4% | 減碼 |
| Duncker Streett & Co Inc | 12,311 | $620.7 萬 | 1.44% | −50−0.4% | 減碼 |
| Sowell Financial Services LLC | 12,303 | $620.3 萬 | 0.39% | −2,610−17.5% | 減碼 |
| SlateStone Wealth, LLC | 12,293 | $619.8 萬 | 0.90% | +978+8.6% | 加碼 |
| Wealthspire Advisors, LLC | 12,293 | $619.8 萬 | 0.10% | +962+8.5% | 加碼 |
| Armstrong Shaw Associates Inc | 12,286 | $619.4 萬 | 6.51% | 00.0% | 不變 |
| Value Partners Investments Inc. | 12,238 | $617.5 萬 | 0.51% | +161+1.3% | 加碼 |
| Lake Street Advisors Group, LLC | 12,172 | $613.7 萬 | 0.36% | +53+0.4% | 加碼 |
| Pegasus Partners Ltd. | 12,153 | $612.7 萬 | 0.86% | +605+5.2% | 加碼 |
| Icon Wealth Partners, LLC | 12,106 | $610.4 萬 | 0.69% | −3,778−23.8% | 減碼 |
| Culbertson A N & Co Inc | 12,090 | $609.6 萬 | 1.22% | +115+1.0% | 加碼 |
| Brown Shipley& Co Ltd | 12,076 | $608.9 萬 | 3.35% | +1,039+9.4% | 加碼 |
| NBC Securities, Inc. | 12,067 | $608.4 萬 | 0.67% | +12,067 | 新進 |
| Globeflex Capital L P | 12,055 | $607.8 萬 | 0.71% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 12,051 | $607.6 萬 | 0.75% | −7−0.1% | 減碼 |
| Univest Financial Corp | 12,051 | $607.6 萬 | 2.03% | −10.0% | 減碼 |
| Essex Financial Services, Inc. | 12,028 | $606.4 萬 | 0.70% | −122−1.0% | 減碼 |
| Resources Management Corp | 12,002 | $605.1 萬 | 0.99% | −305−2.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 11,934 | $602.7 萬 | 2.14% | +174+1.5% | 加碼 |
| Bristlecone Advisors, LLC | 11,945 | $602.2 萬 | 0.68% | +493+4.3% | 加碼 |
| Clearstead Advisors, LLC | 11,937 | $601.9 萬 | 0.37% | +350+3.0% | 加碼 |
| Vestor Capital, LLC | 11,818 | $595.8 萬 | 0.65% | −38,621−76.6% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 11,808 | $595.4 萬 | 0.27% | −194−1.6% | 減碼 |
| Whalerock Point Partners, LLC | 11,759 | $592.9 萬 | 2.05% | +379+3.3% | 加碼 |
| Private Trust Co NA | 11,743 | $592.1 萬 | 0.78% | −194−1.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 11,728 | $591.3 萬 | 0.43% | −34,514−74.6% | 減碼 |
| Meridian Wealth Advisors, LLC | 11,714 | $590.6 萬 | 1.48% | +202+1.8% | 加碼 |
| Waldron Private Wealth LLC | 11,712 | $590.5 萬 | 0.31% | +631+5.7% | 加碼 |
| RBA Wealth Management, LLC | 11,701 | $589.9 萬 | 2.84% | +77+0.7% | 加碼 |
| Horizon Investment Services, LLC | 11,696 | $589.7 萬 | 3.55% | −104−0.9% | 減碼 |
| Arrow Financial Corp | 11,607 | $585.2 萬 | 0.69% | −353−3.0% | 減碼 |
| Lountzis Asset Management, LLC | 11,574 | $583.5 萬 | 3.26% | 00.0% | 不變 |
| Innovis Asset Management LLC | 11,556 | $582.6 萬 | 2.24% | −39−0.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,535 | $581.6 萬 | 0.38% | +15+0.1% | 加碼 |
| Barbara Oil Co. | 11,500 | $579.8 萬 | 2.75% | 00.0% | 不變 |
| GDS Wealth Management | 11,491 | $579.4 萬 | 0.91% | +1,393+13.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,475 | $578.5 萬 | 0.26% | −324−2.7% | 減碼 |
| Stiles Financial Services Inc | 11,465 | $578.1 萬 | 3.00% | +501+4.6% | 加碼 |
| Thematics Asset Management | 11,428 | $576.2 萬 | 0.28% | −1,878−14.1% | 減碼 |
| Great Lakes Retirement, Inc. | 11,416 | $575.6 萬 | 1.04% | +464+4.2% | 加碼 |
| Acropolis Investment Management, LLC | 11,386 | $574.1 萬 | 0.44% | −214−1.8% | 減碼 |
| Gs Investments, Inc. | 11,382 | $573.9 萬 | 3.27% | −16−0.1% | 減碼 |
| Change Path, LLC | 11,367 | $573.1 萬 | 0.41% | +226+2.0% | 加碼 |
| Plancorp, LLC | 11,320 | $570.7 萬 | 0.31% | +322+2.9% | 加碼 |
| Reliant Investment Management, LLC | 11,292 | $569.3 萬 | 3.32% | +186+1.7% | 加碼 |
| Western Wealth Management, LLC | 11,275 | $568.5 萬 | 0.48% | +939+9.1% | 加碼 |
| Wade G W & Inc | 11,251 | $567.3 萬 | 0.21% | +667+6.3% | 加碼 |
| Deltec Asset Management LLC | 11,250 | $567.2 萬 | 1.29% | +2,000+21.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 11,237 | $566.6 萬 | 0.06% | +322+3.0% | 加碼 |
| Nikulski Financial, Inc. | 11,223 | $565.9 萬 | 2.34% | +608+5.7% | 加碼 |
| DFPG Investments, LLC | 10,476 | $564.6 萬 | 0.53% | +1,551+17.4% | 加碼 |
| Quadrant Capital Group LLC | 11,174 | $563.4 萬 | 0.56% | +135+1.2% | 加碼 |
| Ameritas Advisory Services, LLC | 10,675 | $563.0 萬 | 0.28% | +4,268+66.6% | 加碼 |
| Mizuho Markets Americas LLC | 11,163 | $562.8 萬 | 0.21% | +11,163 | 新進 |
| JCIC Asset Management Inc. | 11,120 | $560.7 萬 | 2.84% | −275−2.4% | 減碼 |
| Canal Capital Management, LLC | 11,085 | $558.9 萬 | 1.14% | +10+0.1% | 加碼 |
| Proequities, Inc. | 11,084 | $558.9 萬 | 0.43% | +92+0.8% | 加碼 |
| Montag A & Associates Inc | 11,083 | $558.8 萬 | 0.35% | −46−0.4% | 減碼 |
| Connable Office Inc | 11,054 | $557.3 萬 | 0.77% | −1,805−14.0% | 減碼 |
| Unison Asset Management LLC | 11,035 | $556.4 萬 | 3.66% | +130+1.2% | 加碼 |
| Portside Wealth Group, LLC | 10,999 | $554.7 萬 | 1.04% | +107+1.0% | 加碼 |
| Lynch Asset Management, Inc. | 11,000 | $554.6 萬 | 3.65% | −1,500−12.0% | 減碼 |
| Keebeck Wealth Management, LLC | 10,980 | $553.6 萬 | 0.96% | +192+1.8% | 加碼 |