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 |
|---|---|---|---|---|---|
| Privium Fund Management (UK) Ltd | 4,976 | $250.9 萬 | 1.96% | +1,476+42.2% | 加碼 |
| Tealwood Asset Management Inc | 4,969 | $250.5 萬 | 1.29% | −18−0.4% | 減碼 |
| Consolidated Capital Management, LLC | 4,968 | $250.5 萬 | 1.33% | −137−2.7% | 減碼 |
| Kovack Advisors, Inc. | 4,951 | $249.6 萬 | 0.35% | −179−3.5% | 減碼 |
| Moser Wealth Advisors, LLC | 4,940 | $249.1 萬 | 1.75% | 00.0% | 不變 |
| Alerus Financial NA | 4,933 | $248.7 萬 | 0.22% | −1,028−17.2% | 減碼 |
| North Star Investment Management Corp. | 4,932 | $248.7 萬 | 0.21% | +10.0% | 加碼 |
| Tilt Investment Management Holdings, PBC | 4,926 | $248.4 萬 | 1.77% | 00.0% | 不變 |
| Bank Hapoalim BM | 4,884 | $246.2 萬 | 0.40% | −67−1.4% | 減碼 |
| Mather Group, LLC. | 4,880 | $246.0 萬 | 0.04% | −230−4.5% | 減碼 |
| Tobam | 4,867 | $245.4 萬 | 0.20% | −283−5.5% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,865 | $245.3 萬 | 1.72% | −73−1.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,103 | $245.3 萬 | 0.56% | −100−1.9% | 減碼 |
| Palouse Capital Management, Inc. | 4,845 | $244.3 萬 | 1.81% | +47+1.0% | 加碼 |
| Ingalls & Snyder LLC | 4,844 | $244.2 萬 | 0.12% | +73+1.5% | 加碼 |
| PDS Planning, Inc | 4,838 | $243.9 萬 | 0.32% | +133+2.8% | 加碼 |
| Brasada Capital Management, LP | 4,633 | $243.9 萬 | 0.57% | +364+8.5% | 加碼 |
| Inscription Capital, LLC | 4,837 | $243.9 萬 | 0.80% | −492−9.2% | 減碼 |
| Cape Ann Savings Bank | 4,827 | $243.4 萬 | 1.71% | −40−0.8% | 減碼 |
| Hartline Investment Corp | 4,825 | $243.3 萬 | 0.44% | +174+3.7% | 加碼 |
| Apexium Financial, LP | 4,817 | $242.9 萬 | 0.24% | −38−0.8% | 減碼 |
| Lighthouse Investment Partners, LLC | 4,816 | $242.8 萬 | 0.14% | +4,816 | 新進 |
| Sunbelt Securities, Inc. | 4,809 | $242.5 萬 | 0.34% | +80+1.7% | 加碼 |
| Pictet Bank & Trust Ltd | 4,798 | $241.9 萬 | 2.60% | −230−4.6% | 減碼 |
| Jag Capital Management, LLC | 4,796 | $241.8 萬 | 0.29% | +950+24.7% | 加碼 |
| Harfst & Associates, Inc. | 4,790 | $241.5 萬 | 0.68% | −23−0.5% | 減碼 |
| Team Hewins, LLC | 4,788 | $241.4 萬 | 0.55% | +4,788 | 新進 |
| Simplify Asset Management Inc. | 4,785 | $241.3 萬 | 0.40% | +3,788+379.9% | 加碼 |
| Radnor Capital Management, LLC | 4,784 | $241.2 萬 | 0.48% | +1,050+28.1% | 加碼 |
| Fagan Associates, Inc. | 4,780 | $241.0 萬 | 0.58% | +1,069+28.8% | 加碼 |
| Harvey Investment Co LLC | 4,776 | $240.8 萬 | 0.32% | 00.0% | 不變 |
| SWS Partners | 4,768 | $240.4 萬 | 0.89% | −1,752−26.9% | 減碼 |
| Monte Financial Group, LLC | 4,758 | $239.9 萬 | 1.21% | −12−0.3% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,750 | $239.5 萬 | 0.58% | +1,027+27.6% | 加碼 |
| CIC Wealth, LLC | 4,750 | $239.5 萬 | 0.86% | +1,432+43.2% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 4,732 | $238.6 萬 | 1.24% | +1,797+61.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,708 | $237.4 萬 | 0.17% | +201+4.5% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,691 | $236.5 萬 | 0.24% | +208+4.6% | 加碼 |
| Revolve Wealth Partners, LLC | 4,686 | $236.2 萬 | 0.55% | −26−0.6% | 減碼 |
| Hartford Financial Management Inc. | 4,666 | $235.3 萬 | 0.60% | +42+0.9% | 加碼 |
| Naviter Wealth, LLC | 4,661 | $235.0 萬 | 0.57% | +153+3.4% | 加碼 |
| Financial Advocates Investment Management | 4,654 | $234.7 萬 | 0.17% | −3−0.1% | 減碼 |
| Columbia Trust Co 01012016 | 4,650 | $234.4 萬 | 1.36% | +33+0.7% | 加碼 |
| Alaethes Wealth LLC | 4,646 | $234.3 萬 | 1.28% | +171+3.8% | 加碼 |
| Affinity Investment Advisors, LLC | 4,645 | $234.2 萬 | 1.51% | −157−3.3% | 減碼 |
| Ashford Capital Management Inc | 4,624 | $233.1 萬 | 0.34% | −20−0.4% | 減碼 |
| McDonald Partners LLC | 4,622 | $233.0 萬 | 0.76% | −31−0.7% | 減碼 |
| Voya Financial Advisors, Inc. | 4,561 | $232.7 萬 | 0.29% | +4+0.1% | 加碼 |
| Eqis Capital Management, Inc. | 4,610 | $232.4 萬 | 0.28% | +486+11.8% | 加碼 |
| JT Stratford LLC | 4,605 | $232.2 萬 | 0.60% | +387+9.2% | 加碼 |
| Continuum Advisory, LLC | 4,604 | $232.1 萬 | 0.37% | −41−0.9% | 減碼 |
| Oak Asset Management, LLC | 4,595 | $231.7 萬 | 0.99% | +51+1.1% | 加碼 |
| Strategic Investment Solutions, Inc. | 4,695 | $231.0 萬 | 0.03% | +4,621+6,244.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,305 | $230.8 萬 | 0.03% | +473+12.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $230.7 萬 | 0.97% | 00.0% | 不變 |
| Roof Eidam & Maycock | 4,570 | $230.4 萬 | 0.76% | +256+5.9% | 加碼 |
| Trust Co of Toledo NA | 4,565 | $230.2 萬 | 0.45% | +1,290+39.4% | 加碼 |
| Marion Wealth Management | 4,563 | $230.1 萬 | 0.81% | +116+2.6% | 加碼 |
| WP Advisors, LLC | 4,548 | $229.3 萬 | 0.95% | +47+1.0% | 加碼 |
| Freedom Day Solutions, LLC | 4,524 | $228.1 萬 | 1.00% | −84−1.8% | 減碼 |
| Partners Capital Investment Group, LLP | 4,521 | $227.9 萬 | 0.05% | +980+27.7% | 加碼 |
| Alternative Investment Advisors, LLC. | 4,509 | $227.4 萬 | 1.59% | +4,509 | 新進 |
| Applied Capital LLC | 4,496 | $226.7 萬 | 2.26% | −27−0.6% | 減碼 |
| Ledge Wealth Management, Inc. | 4,488 | $226.3 萬 | 1.02% | +533+13.5% | 加碼 |
| Hall Capital Management Co Inc | 4,476 | $225.7 萬 | 1.45% | +816+22.3% | 加碼 |
| Core Wealth Advisors, Inc. | 4,472 | $225.5 萬 | 0.92% | +117+2.7% | 加碼 |
| New England Research & Management, Inc. | 4,460 | $224.9 萬 | 1.28% | +1,820+68.9% | 加碼 |
| Optas, LLC | 4,447 | $224.2 萬 | 0.75% | +138+3.2% | 加碼 |
| StrongBox Wealth, LLC | 4,444 | $224.1 萬 | 1.43% | +228+5.4% | 加碼 |
| Personal Cfo Solutions, LLC | 4,439 | $223.8 萬 | 0.44% | +73+1.7% | 加碼 |
| Glassman Wealth Services | 4,435 | $223.6 萬 | 0.36% | +2,203+98.7% | 加碼 |
| Accretive Wealth Partners, LLC | 4,421 | $222.9 萬 | 1.33% | +16+0.4% | 加碼 |
| S&CO Inc | 4,404 | $222.0 萬 | 0.18% | +125+2.9% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,392 | $221.4 萬 | 1.27% | −98−2.2% | 減碼 |
| International Assets Investment Management, LLC | 4,383 | $220.8 萬 | 0.30% | +379+9.5% | 加碼 |
| Davidson Capital Management Inc. | 4,357 | $219.7 萬 | 1.09% | +1,353+45.0% | 加碼 |
| Parsons Capital Management Inc | 4,343 | $219.0 萬 | 0.17% | +635+17.1% | 加碼 |
| InterOcean Capital Group, LLC | 4,331 | $218.4 萬 | 0.07% | +343+8.6% | 加碼 |
| Townsend & Associates, Inc | 4,144 | $217.4 萬 | 0.46% | −2,591−38.5% | 減碼 |
| Kathmere Capital Management, LLC | 4,301 | $216.9 萬 | 0.32% | +672+18.5% | 加碼 |
| Cahill Financial Advisors Inc | 4,272 | $215.4 萬 | 0.36% | −22−0.5% | 減碼 |
| Oak Associates, Ltd | 4,269 | $215.2 萬 | 0.18% | +100+2.4% | 加碼 |
| Certified Advisory Corp | 43,600 | $215.1 萬 | 0.40% | +43,600 | 新進 |
| Hollencrest Capital Management | 4,259 | $214.7 萬 | 0.24% | 00.0% | 不變 |
| Rothschild Investment Corp | 4,259 | $214.7 萬 | 0.18% | +342+8.7% | 加碼 |
| Mach-1 Financial Group, Inc. | 4,256 | $214.6 萬 | 0.90% | −53−1.2% | 減碼 |
| Menard Financial Group LLC | 4,244 | $214.0 萬 | 3.09% | +391+10.1% | 加碼 |
| Schear Investment Advisers, LLC | 4,227 | $213.1 萬 | 2.30% | −206−4.6% | 減碼 |
| Aries Wealth Management | 3,937 | $211.8 萬 | 0.83% | +273+7.5% | 加碼 |
| Courier Capital LLC | 4,197 | $211.6 萬 | 0.18% | −324−7.2% | 減碼 |
| IFG Advisory, LLC | 4,192 | $211.4 萬 | 0.18% | +4,192 | 新進 |
| Court Place Advisors, LLC | 4,184 | $211.0 萬 | 0.75% | −40−0.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,165 | $210.0 萬 | 0.08% | +421+11.2% | 加碼 |
| Magnus Financial Group LLC | 4,155 | $209.5 萬 | 0.31% | +75+1.8% | 加碼 |
| Triangle Securities Wealth Management | 4,150 | $209.2 萬 | 0.74% | −22−0.5% | 減碼 |
| Ellenbecker Investment Group | 4,132 | $208.3 萬 | 0.54% | +3,388+455.4% | 加碼 |
| Confluence Wealth Services, Inc. | 4,130 | $208.2 萬 | 0.41% | +531+14.8% | 加碼 |
| Lincluden Management Ltd | 4,121 | $207.8 萬 | 0.25% | −5−0.1% | 減碼 |
| Northcape Wealth Management, LLC | 4,116 | $207.5 萬 | 0.79% | +47+1.2% | 加碼 |
| Lawson Kroeker Investment Management Inc | 4,116 | $207.5 萬 | 0.46% | 00.0% | 不變 |