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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 10,974 | $553.3 萬 | 1.06% | +634+6.1% | 加碼 |
| Fullerton Fund Management Co Ltd. | 10,964 | $552.8 萬 | 0.39% | +1,306+13.5% | 加碼 |
| Rice Partnership, LLC | 10,963 | $552.7 萬 | 1.56% | +255+2.4% | 加碼 |
| Trust Asset Management LLC | 10,941 | $551.6 萬 | 0.59% | 00.0% | 不變 |
| Arden Trust Co | 10,874 | $548.3 萬 | 0.91% | −213−1.9% | 減碼 |
| Nations Financial Group Inc, | 10,853 | $547.2 萬 | 0.55% | +1,231+12.8% | 加碼 |
| Atlantic Trust, LLC | 10,834 | $546.3 萬 | 1.80% | −1,524−12.3% | 減碼 |
| Warther Private Wealth, LLC | 10,826 | $545.8 萬 | 3.63% | +5,800+115.4% | 加碼 |
| Centre Asset Management, LLC | 10,808 | $544.9 萬 | 1.33% | −378−3.4% | 減碼 |
| City Holding Co | 10,802 | $544.6 萬 | 0.97% | +1,063+10.9% | 加碼 |
| Buck Wealth Strategies, LLC | 10,724 | $540.7 萬 | 2.17% | +410+4.0% | 加碼 |
| Bayesian Capital Management, LP | 10,700 | $539.5 萬 | 0.62% | +1,150+12.0% | 加碼 |
| Capital Analysts, LLC | 10,652 | $537.1 萬 | 0.30% | +6+0.1% | 加碼 |
| Csenge Advisory Group | 10,636 | $536.2 萬 | 0.37% | −74−0.7% | 減碼 |
| NBW Capital LLC | 10,530 | $530.9 萬 | 1.30% | +30+0.3% | 加碼 |
| Bank of New Hampshire | 10,496 | $529.2 萬 | 1.59% | −125−1.2% | 減碼 |
| GM Advisory Group, Inc. | 10,491 | $529.0 萬 | 0.43% | −50.0% | 減碼 |
| Fairhaven Wealth Management, LLC | 10,451 | $526.9 萬 | 2.10% | +75+0.7% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 10,451 | $526.9 萬 | 0.13% | +10,451 | 新進 |
| Keeler Thomas Management LLC | 10,462 | $526.8 萬 | 1.95% | −308−2.9% | 減碼 |
| Meeder Advisory Services, Inc. | 10,444 | $526.6 萬 | 0.66% | −1,774−14.5% | 減碼 |
| Weik Capital Management | 10,427 | $525.7 萬 | 2.59% | +61+0.6% | 加碼 |
| Pinnacle Holdings, LLC | 10,404 | $524.6 萬 | 2.46% | −1,022−8.9% | 減碼 |
| Tranquility Partners, LLC | 10,403 | $524.5 萬 | 2.25% | +832+8.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 10,376 | $523.2 萬 | 0.94% | −249−2.3% | 減碼 |
| Northeast Financial Consultants Inc | 10,351 | $521.9 萬 | 0.33% | +16+0.2% | 加碼 |
| Mechanics Bank Trust Department | 10,347 | $521.7 萬 | 0.87% | +174+1.7% | 加碼 |
| Merit Financial Group, LLC | 10,318 | $520.2 萬 | 0.17% | +2,065+25.0% | 加碼 |
| Constitution Capital LLC | 10,258 | $517.2 萬 | 3.52% | −406−3.8% | 減碼 |
| Chatham Capital Group, Inc. | 10,249 | $516.7 萬 | 1.15% | +198+2.0% | 加碼 |
| Duff & Phelps Investment Management Co | 10,243 | $516.4 萬 | 0.07% | +9+0.1% | 加碼 |
| Heirloom Wealth Management | 10,223 | $515.4 萬 | 2.29% | −65−0.6% | 減碼 |
| Mirador Capital Partners LP | 10,212 | $514.9 萬 | 1.17% | +365+3.7% | 加碼 |
| Silicon Valley Capital Partners | 10,204 | $514.5 萬 | 0.97% | +3,498+52.2% | 加碼 |
| Goodwin Daniel L | 10,180 | $513.3 萬 | 2.48% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 10,161 | $512.3 萬 | 1.16% | −200−1.9% | 減碼 |
| Intrust Bank NA | 10,076 | $508.0 萬 | 0.65% | +35+0.3% | 加碼 |
| Connecticut Wealth Management, LLC | 10,073 | $507.9 萬 | 0.35% | −3,187−24.0% | 減碼 |
| Trinity Legacy Partners, LLC | 10,002 | $504.3 萬 | 1.74% | +713+7.7% | 加碼 |
| Cigna Investments Inc | 9,964 | $502.4 萬 | 1.15% | −1,319−11.7% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 9,947 | $501.5 萬 | 2.20% | +239+2.5% | 加碼 |
| Eclectic Associates Inc | 9,918 | $500.1 萬 | 2.54% | −298−2.9% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 9,903 | $499.3 萬 | 0.55% | +281+2.9% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 9,889 | $498.6 萬 | 1.47% | −40−0.4% | 減碼 |
| Syon Capital LLC | 9,878 | $498.0 萬 | 0.62% | +9,878 | 新進 |
| Johnson Financial Group, Inc. | 9,869 | $497.6 萬 | 0.35% | −206−2.0% | 減碼 |
| River Wealth Advisors LLC | 9,850 | $496.6 萬 | 0.89% | +655+7.1% | 加碼 |
| Institutional & Family Asset Management, LLC | 9,813 | $494.8 萬 | 0.81% | +25+0.3% | 加碼 |
| Cypress Asset Management Inc | 9,840 | $493.9 萬 | 1.65% | +1,709+21.0% | 加碼 |
| Holderness Investments Co | 9,767 | $492.4 萬 | 1.92% | −40−0.4% | 減碼 |
| Ayrshire Capital Management LLC | 9,745 | $491.4 萬 | 3.18% | +17+0.2% | 加碼 |
| Berkshire Asset Management LLC | 9,697 | $488.9 萬 | 0.30% | −114−1.2% | 減碼 |
| PACK Private Wealth, LLC | 9,492 | $488.4 萬 | 3.65% | 00.0% | 不變 |
| Simmons Bank | 9,672 | $487.7 萬 | 0.43% | −3,361−25.8% | 減碼 |
| Alley Investment Management Company, LLC | 9,664 | $487.2 萬 | 0.83% | −70−0.7% | 減碼 |
| Lavaca Capital LLC | 9,648 | $486.4 萬 | 1.75% | −98−1.0% | 減碼 |
| Bray Capital Advisors | 9,616 | $484.8 萬 | 1.48% | +50+0.5% | 加碼 |
| LexAurum Advisors, LLC | 9,616 | $484.8 萬 | 1.42% | −21−0.2% | 減碼 |
| J. W. Coons Advisors, LLC | 9,566 | $482.3 萬 | 1.39% | −270−2.7% | 減碼 |
| IHT Wealth Management, LLC | 9,561 | $482.1 萬 | 0.24% | +443+4.9% | 加碼 |
| Tower View Investment Management & Research LLC | 9,560 | $482.0 萬 | 3.39% | −30.0% | 減碼 |
| Investment House LLC | 9,555 | $481.8 萬 | 0.38% | +15+0.2% | 加碼 |
| De Burlo Group Inc | 9,535 | $480.7 萬 | 0.84% | −70−0.7% | 減碼 |
| Glen Eagle Advisors, LLC | 9,522 | $480.1 萬 | 1.11% | −408−4.1% | 減碼 |
| Legacy Private Trust Co. | 9,521 | $480.0 萬 | 0.41% | +1,743+22.4% | 加碼 |
| TrimTabs Asset Management, LLC | 9,505 | $479.2 萬 | 2.55% | +1,545+19.4% | 加碼 |
| Liontrust Investment Partners LLP | 9,500 | $479.0 萬 | 0.08% | −52,068−84.6% | 減碼 |
| Viawealth, LLC | 9,476 | $477.8 萬 | 3.51% | +173+1.9% | 加碼 |
| Martin Capital Partners, LLC | 9,462 | $477.1 萬 | 2.01% | 00.0% | 不變 |
| Gateway Advisory, LLC | 9,399 | $473.9 萬 | 0.97% | +226+2.5% | 加碼 |
| Stamos Capital Partners, L.P. | 9,370 | $472.4 萬 | 1.05% | +1,680+21.8% | 加碼 |
| Trifecta Capital Advisors, LLC | 9,346 | $471.2 萬 | 1.51% | +252+2.8% | 加碼 |
| Icon Advisers Inc | 9,319 | $469.9 萬 | 1.16% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 9,280 | $467.9 萬 | 0.44% | +602+6.9% | 加碼 |
| Ibex Wealth Advisors | 9,274 | $467.6 萬 | 1.19% | +9,274 | 新進 |
| PFG Advisors | 9,270 | $467.4 萬 | 0.42% | −3,040−24.7% | 減碼 |
| Bryn Mawr Trust Co | 9,269 | $467.3 萬 | 0.21% | −42−0.5% | 減碼 |
| Lakeview Capital Partners, LLC | 9,218 | $464.8 萬 | 0.90% | +10+0.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 9,197 | $463.7 萬 | 0.82% | −1,758−16.0% | 減碼 |
| Lindenwold Advisors | 9,172 | $462.4 萬 | 2.88% | +18+0.2% | 加碼 |
| Veriti Management LLC | 9,164 | $462.0 萬 | 0.53% | +1,165+14.6% | 加碼 |
| Citizens Business Bank | 9,151 | $461.4 萬 | 1.08% | −152−1.6% | 減碼 |
| Bond & Devick Financial Network, Inc. | 9,142 | $460.9 萬 | 2.96% | −835−8.4% | 減碼 |
| Peloton Wealth Strategists | 9,140 | $460.8 萬 | 2.12% | +165+1.8% | 加碼 |
| HBW Advisory Services LLC | 9,107 | $459.2 萬 | 0.96% | −740−7.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 9,077 | $457.7 萬 | 0.39% | +22+0.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,077 | $457.7 萬 | 0.31% | +26+0.3% | 加碼 |
| Stanley-Laman Group, Ltd. | 9,067 | $457.1 萬 | 0.78% | −242−2.6% | 減碼 |
| Bowen Hanes & Co Inc | 9,043 | $455.9 萬 | 0.15% | −875−8.8% | 減碼 |
| Optimum Investment Advisors | 9,020 | $454.8 萬 | 2.33% | +150+1.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 9,010 | $454.3 萬 | 1.32% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 8,954 | $451.5 萬 | 0.67% | +269+3.1% | 加碼 |
| Koshinski Asset Management, Inc. | 8,929 | $450.2 萬 | 0.52% | −636−6.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 8,918 | $449.6 萬 | 0.49% | +74+0.8% | 加碼 |
| Plimoth Trust Co LLC | 8,916 | $449.5 萬 | 1.41% | −30−0.3% | 減碼 |
| Legacy CG, LLC | 8,915 | $449.5 萬 | 2.09% | +614+7.4% | 加碼 |
| Fortis Group Advisors, LLC | 9,480 | $448.0 萬 | 1.37% | −18−0.2% | 減碼 |
| Clarius Group, LLC | 8,868 | $447.1 萬 | 0.43% | −2,462−21.7% | 減碼 |
| DeDora Capital, Inc. | 8,853 | $446.4 萬 | 1.76% | +326+3.8% | 加碼 |
| Orleans Capital Management Corp | 8,852 | $446.3 萬 | 3.32% | +25+0.3% | 加碼 |