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 |
|---|---|---|---|---|---|
| Capital Insight Partners, LLC | 8,820 | $444.7 萬 | 1.01% | +208+2.4% | 加碼 |
| Winton Group Ltd | 8,809 | $444.1 萬 | 0.37% | +2,481+39.2% | 加碼 |
| Community Bank, N.A. | 8,795 | $443.4 萬 | 0.62% | +345+4.1% | 加碼 |
| Nicollet Investment Management, Inc. | 8,766 | $442.0 萬 | 1.98% | +416+5.0% | 加碼 |
| Alcosta Capital Management, Inc. | 8,737 | $440.5 萬 | 3.67% | +32+0.4% | 加碼 |
| Benson Investment Management Company, Inc. | 8,735 | $440.4 萬 | 2.47% | +6+0.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,735 | $440.4 萬 | 1.30% | +129+1.5% | 加碼 |
| Sandhill Capital Partners LLC | 8,709 | $439.1 萬 | 0.41% | −230−2.6% | 減碼 |
| Larson Financial Group LLC | 8,693 | $438.3 萬 | 0.43% | +528+6.5% | 加碼 |
| Shufro Rose & Co LLC | 8,692 | $438.2 萬 | 0.42% | −259−2.9% | 減碼 |
| MMBG Investment Advisors Co. | 8,683 | $437.8 萬 | 0.55% | +310+3.7% | 加碼 |
| Templeton & Phillips Capital Management, LLC | 8,676 | $437.4 萬 | 4.61% | +8,096+1,395.9% | 加碼 |
| SageView Advisory Group, LLC | 8,674 | $437.3 萬 | 0.25% | +370+4.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 8,611 | $434.2 萬 | 0.45% | −10−0.1% | 減碼 |
| Independent Financial Group, LLC | 8,593 | $433.2 萬 | 0.28% | +2,034+31.0% | 加碼 |
| TFG Advisers LLC | 8,591 | $433.1 萬 | 2.04% | +241+2.9% | 加碼 |
| Eagle Rock Investment Company, LLC | 8,590 | $433.1 萬 | 0.98% | +206+2.5% | 加碼 |
| Becker Capital Management Inc | 8,542 | $430.7 萬 | 0.17% | −1,641−16.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 8,539 | $430.5 萬 | 0.27% | −2,677−23.9% | 減碼 |
| Otter Creek Advisors, LLC | 8,530 | $430.1 萬 | 4.48% | +3,530+70.6% | 加碼 |
| Beverly Hills Private Wealth, LLC | 8,520 | $429.6 萬 | 1.28% | −7,130−45.6% | 減碼 |
| Little House Capital LLC | 8,503 | $428.7 萬 | 1.76% | +1,133+15.4% | 加碼 |
| Ally Financial Inc. | 8,500 | $428.6 萬 | 0.63% | +5,500+183.3% | 加碼 |
| Moors & Cabot, Inc. | 8,494 | $428.3 萬 | 0.29% | +260+3.2% | 加碼 |
| Regency Capital Management Inc. | 8,481 | $427.6 萬 | 3.63% | −3,191−27.3% | 減碼 |
| Kennedy Capital Management, Inc. | 8,403 | $423.7 萬 | 0.10% | +1,266+17.7% | 加碼 |
| Pensionfund Sabic | 8,400 | $423.5 萬 | 1.49% | −300−3.4% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 8,399 | $423.5 萬 | 2.51% | +160+1.9% | 加碼 |
| Dorchester Wealth Management Co | 8,399 | $423.5 萬 | 0.86% | −375−4.3% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,368 | $421.9 萬 | 1.49% | +39+0.5% | 加碼 |
| Financial Advisory Service, Inc. | 8,355 | $421.2 萬 | 0.45% | +364+4.6% | 加碼 |
| Nilsine Partners, LLC | 8,304 | $418.7 萬 | 0.63% | −693−7.7% | 減碼 |
| Private Wealth Strategies, L.L.C. | 8,298 | $418.4 萬 | 1.04% | 00.0% | 不變 |
| Qtron Investments LLC | 8,291 | $418.0 萬 | 0.80% | −968−10.5% | 減碼 |
| Scott & Selber, Inc. | 8,281 | $417.5 萬 | 1.73% | −20−0.2% | 減碼 |
| BOK Financial Private Wealth, Inc. | 8,270 | $417.0 萬 | 0.36% | −932−10.1% | 減碼 |
| Strategic Advisors LLC | 8,266 | $416.8 萬 | 0.82% | +310+3.9% | 加碼 |
| Equitable Trust Co | 8,258 | $416.4 萬 | 0.34% | −35−0.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 8,246 | $415.8 萬 | 0.07% | +2,520+44.0% | 加碼 |
| West Branch Capital LLC | 8,230 | $414.9 萬 | 2.18% | +193+2.4% | 加碼 |
| Farmers Trust Co | 8,218 | $414.3 萬 | 0.96% | −44−0.5% | 減碼 |
| Shorepoint Capital Partners LLC | 8,208 | $413.8 萬 | 1.21% | +507+6.6% | 加碼 |
| SNS Financial Group, LLC | 8,186 | $412.7 萬 | 0.54% | +64+0.8% | 加碼 |
| Mattern Wealth Management LLC | 8,174 | $412.1 萬 | 1.21% | +97+1.2% | 加碼 |
| Transcend Wealth Collective, LLC | 8,172 | $412.0 萬 | 0.40% | −1,588−16.3% | 減碼 |
| Gotham Asset Management, LLC | 8,160 | $411.4 萬 | 0.09% | −3,884−32.2% | 減碼 |
| Cordatus Wealth Management LLC | 8,078 | $407.3 萬 | 3.72% | −187−2.3% | 減碼 |
| Forefront Wealth Management Inc. | 8,076 | $407.2 萬 | 5.71% | +22+0.3% | 加碼 |
| New Hampshire Trust | 8,074 | $407.1 萬 | 1.11% | +149+1.9% | 加碼 |
| Gouws Capital LLC | 8,011 | $403.9 萬 | 3.43% | +72+0.9% | 加碼 |
| Daymark Wealth Partners, LLC | 117,785 | $403.5 萬 | 0.28% | +109,404+1,305.4% | 加碼 |
| Sitrin Capital Management LLC | 7,999 | $403.3 萬 | 2.52% | −967−10.8% | 減碼 |
| Hyman Charles D | 7,956 | $401.1 萬 | 0.26% | +117+1.5% | 加碼 |
| Studio Investment Management LLC | 7,918 | $399.2 萬 | 1.11% | +1,084+15.9% | 加碼 |
| Family Legacy, Inc. | 7,911 | $398.9 萬 | 1.67% | −33−0.4% | 減碼 |
| Union Heritage Capital, LLC | 7,900 | $398.3 萬 | 2.26% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 7,879 | $397.3 萬 | 0.14% | +200+2.6% | 加碼 |
| Summit Trail Advisors, LLC | 7,872 | $396.9 萬 | 0.15% | −596−7.0% | 減碼 |
| Affiance Financial, LLC | 7,858 | $396.2 萬 | 2.01% | −8−0.1% | 減碼 |
| NatWest Group plc | 7,856 | $396.1 萬 | 2.06% | −107−1.3% | 減碼 |
| Barings LLC | 7,824 | $394.5 萬 | 0.13% | +464+6.3% | 加碼 |
| Elgethun Capital Management | 7,812 | $393.6 萬 | 1.19% | +19+0.2% | 加碼 |
| Murphy Pohlad Asset Management LLC | 7,777 | $392.1 萬 | 1.72% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,775 | $392.0 萬 | 0.51% | −149−1.9% | 減碼 |
| Compton Wealth Advisory Group, LLC | 7,729 | $389.7 萬 | 1.34% | +153+2.0% | 加碼 |
| PEAK6 Investments LLC | 7,718 | $389.1 萬 | 0.19% | −8,574−52.6% | 減碼 |
| Accurate Wealth Management, LLC | 7,245 | $388.8 萬 | 1.22% | +4,259+142.6% | 加碼 |
| Pavadi Capital LLC | 7,711 | $388.8 萬 | 5.06% | −824−9.7% | 減碼 |
| Financial Advisory Partners, LLC | 7,644 | $385.4 萬 | 1.55% | −28−0.4% | 減碼 |
| Soltis Investment Advisors LLC | 7,633 | $384.8 萬 | 0.50% | +2,872+60.3% | 加碼 |
| Belpointe Asset Management LLC | 7,623 | $384.4 萬 | 0.40% | +1,092+16.7% | 加碼 |
| Harbour Investment Management LLC | 7,621 | $384.2 萬 | 2.19% | −51−0.7% | 減碼 |
| Banco de Sabadell, S.A | 7,585 | $383.0 萬 | 3.32% | −296−3.8% | 減碼 |
| Greenline Partners, LLC | 7,559 | $381.1 萬 | 0.72% | −60−0.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 7,527 | $379.5 萬 | 0.18% | +833+12.4% | 加碼 |
| BFSG, LLC | 7,510 | $378.7 萬 | 0.61% | +132+1.8% | 加碼 |
| Hohimer Wealth Management, LLC | 7,500 | $378.1 萬 | 1.08% | −100−1.3% | 減碼 |
| Advocate Group LLC | 7,498 | $378.0 萬 | 0.88% | +197+2.7% | 加碼 |
| Westover Capital Advisors, LLC | 7,468 | $376.5 萬 | 1.36% | −471−5.9% | 減碼 |
| Piscataqua Savings Bank | 7,455 | $375.9 萬 | 3.28% | −103−1.4% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 7,446 | $375.4 萬 | 1.11% | +804+12.1% | 加碼 |
| Financial Partners Group, LLC | 7,420 | $374.1 萬 | 1.79% | 00.0% | 不變 |
| South State Corp. | 7,417 | $374.0 萬 | 0.35% | −208−2.7% | 減碼 |
| Principle Wealth Partners LLC | 7,411 | $373.7 萬 | 0.38% | +173+2.4% | 加碼 |
| Bulltick Wealth Management, LLC | 7,410 | $373.6 萬 | 0.93% | −6,599−47.1% | 減碼 |
| Accredited Investors Inc. | 7,409 | $373.5 萬 | 0.28% | −13−0.2% | 減碼 |
| Wolverine Trading, LLC | 7,407 | $373.5 萬 | 0.04% | −192,977−96.3% | 減碼 |
| Graypoint LLC | 7,407 | $373.4 萬 | 0.35% | +895+13.7% | 加碼 |
| Harrell Investment Partners, LLC | 7,253 | $373.2 萬 | 1.27% | −1,502−17.2% | 減碼 |
| Abbrea Capital, LLC | 7,400 | $373.1 萬 | 0.59% | +114+1.6% | 加碼 |
| S.E.E.D. Planning Group LLC | 7,375 | $371.8 萬 | 1.43% | +367+5.2% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,362 | $371.2 萬 | 0.80% | +1,054+16.7% | 加碼 |
| Forum Financial Management, LP | 7,330 | $369.5 萬 | 0.08% | +6+0.1% | 加碼 |
| TCG Advisory Services, LLC | 7,309 | $368.5 萬 | 0.57% | +892+13.9% | 加碼 |
| Bensler, LLC | 7,293 | $367.7 萬 | 0.71% | +19+0.3% | 加碼 |
| TrinityPoint Wealth, LLC | 7,285 | $367.3 萬 | 0.73% | +1,093+17.7% | 加碼 |
| VGI Partners Ltd | 7,275 | $366.8 萬 | 0.82% | −1,800−19.8% | 減碼 |
| Great Diamond Partners, LLC | 7,272 | $366.7 萬 | 0.99% | +239+3.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 7,269 | $366.5 萬 | 0.59% | −181−2.4% | 減碼 |
| Laidlaw Wealth Management LLC | 7,267 | $366.4 萬 | 1.21% | −2,434−25.1% | 減碼 |