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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
|---|---|---|---|---|---|
| Covea Finance | 38,900 | $1,961 萬 | 1.10% | +29,800+327.5% | 加碼 |
| Punch & Associates Investment Management, Inc. | 38,821 | $1,957 萬 | 1.25% | −60−0.2% | 減碼 |
| WS Portfolio Advisory, LLC | 38,759 | $1,954 萬 | 4.45% | −17,665−31.3% | 減碼 |
| Madison Asset Management, LLC | 38,722 | $1,952 萬 | 0.29% | +2,250+6.2% | 加碼 |
| Metropolitan Life Insurance Co | 38,326 | $1,932 萬 | 1.00% | −2,249−5.5% | 減碼 |
| Stewart & Patten Co LLC | 37,988 | $1,915 萬 | 3.33% | +37+0.1% | 加碼 |
| Sawgrass Asset Management LLC | 37,986 | $1,915 萬 | 2.33% | +2,978+8.5% | 加碼 |
| HB Wealth Management, LLC | 37,953 | $1,914 萬 | 0.31% | +1,701+4.7% | 加碼 |
| JLB & Associates Inc | 37,504 | $1,891 萬 | 2.96% | −1,920−4.9% | 減碼 |
| Hendershot Investments Inc. | 37,131 | $1,872 萬 | 3.14% | +393+1.1% | 加碼 |
| Marco Investment Management LLC | 37,023 | $1,867 萬 | 2.15% | +80+0.2% | 加碼 |
| Eagle Global Advisors LLC | 36,896 | $1,860 萬 | 1.21% | −65−0.2% | 減碼 |
| North Point Portfolio Managers Corp | 36,874 | $1,859 萬 | 3.80% | −254−0.7% | 減碼 |
| Core Alternative Capital | 36,759 | $1,853 萬 | 2.86% | −228−0.6% | 減碼 |
| Park Avenue Securities LLC | 36,597 | $1,845 萬 | 0.29% | −1,652−4.3% | 減碼 |
| Albion Financial Group | 36,471 | $1,839 萬 | 1.70% | −498−1.3% | 減碼 |
| Cetera Advisors LLC | 36,230 | $1,827 萬 | 0.29% | +4,063+12.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 36,091 | $1,820 萬 | 1.59% | +804+2.3% | 加碼 |
| LMCG Investments, LLC | 36,084 | $1,819 萬 | 1.23% | −784−2.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 36,016 | $1,816 萬 | 3.30% | −37−0.1% | 減碼 |
| Wealth Advisory Solutions, LLC | 35,168 | $1,814 萬 | 3.55% | +17,543+99.5% | 加碼 |
| Lockheed Martin Investment Management Co | 36,850 | $1,805 萬 | 1.39% | −4,810−11.5% | 減碼 |
| Boston Private Wealth LLC | 35,782 | $1,804 萬 | 0.40% | −2,155−5.7% | 減碼 |
| Baader Bank INC | 35,750 | $1,802 萬 | 1.64% | −2,122−5.6% | 減碼 |
| Manning & Napier Group, LLC | 35,661 | $1,798 萬 | 0.22% | −296−0.8% | 減碼 |
| PGGM Investments | 35,266 | $1,778 萬 | 0.31% | −5,648−13.8% | 減碼 |
| Annex Advisory Services, LLC | 35,183 | $1,774 萬 | 1.07% | +3,532+11.2% | 加碼 |
| Transform Wealth, LLC | 35,150 | $1,772 萬 | 1.87% | −7,490−17.6% | 減碼 |
| WSFS Capital Management, LLC | 35,087 | $1,769 萬 | 1.16% | +5,392+18.2% | 加碼 |
| FineMark National Bank & Trust | 35,044 | $1,767 萬 | 0.77% | −1,100−3.0% | 減碼 |
| YHB Investment Advisors, Inc. | 35,014 | $1,765 萬 | 1.63% | +19+0.1% | 加碼 |
| TruWealth Advisors, LLC | 35,004 | $1,765 萬 | 1.52% | +859+2.5% | 加碼 |
| JS Capital Management LLC | 35,000 | $1,765 萬 | 2.41% | +25,000+250.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 34,826 | $1,756 萬 | 0.86% | +358+1.0% | 加碼 |
| Makena Capital Management LLC | 34,788 | $1,754 萬 | 3.75% | +2,468+7.6% | 加碼 |
| Wallington Asset Management, LLC | 34,769 | $1,753 萬 | 3.19% | +185+0.5% | 加碼 |
| Kempen Capital Management N.V. | 34,753 | $1,752 萬 | 0.32% | +12,103+53.4% | 加碼 |
| Appleton Partners Inc | 34,677 | $1,748 萬 | 1.55% | +1,377+4.1% | 加碼 |
| Harbor Investment Advisory, LLC | 34,631 | $1,746 萬 | 2.29% | −1,131−3.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 34,531 | $1,741 萬 | 0.86% | −9,980−22.4% | 減碼 |
| Bragg Financial Advisors, Inc | 34,510 | $1,740 萬 | 0.92% | −338−1.0% | 減碼 |
| Quantinno Capital Management LP | 34,481 | $1,739 萬 | 0.79% | +7,912+29.8% | 加碼 |
| Salem Investment Counselors Inc | 34,374 | $1,733 萬 | 0.66% | +3,152+10.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 34,297 | $1,729 萬 | 0.72% | +1,884+5.8% | 加碼 |
| Anchor Capital Advisors LLC | 34,218 | $1,725 萬 | 0.48% | −890−2.5% | 減碼 |
| Washington Trust Bank | 34,007 | $1,715 萬 | 1.79% | −191−0.6% | 減碼 |
| Violich Capital Management, Inc. | 33,895 | $1,709 萬 | 2.92% | −1,845−5.2% | 減碼 |
| Edgar Lomax Co | 33,883 | $1,708 萬 | 1.16% | −610−1.8% | 減碼 |
| Parallel Advisors, LLC | 33,838 | $1,706 萬 | 0.57% | +1,582+4.9% | 加碼 |
| Credit Agricole S A | 33,754 | $1,702 萬 | 0.52% | +18,388+119.7% | 加碼 |
| Oak Ridge Investments LLC | 33,492 | $1,689 萬 | 2.15% | +936+2.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 33,213 | $1,675 萬 | 0.53% | +3,884+13.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 33,062 | $1,667 萬 | 1.73% | −692−2.1% | 減碼 |
| LSV Asset Management | 33,000 | $1,664 萬 | 0.04% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 32,981 | $1,663 萬 | 1.30% | −441−1.3% | 減碼 |
| Shelton Capital Management | 32,917 | $1,660 萬 | 0.61% | 00.0% | 不變 |
| Argent Trust Co | 32,882 | $1,658 萬 | 0.91% | +26+0.1% | 加碼 |
| Granite Investment Partners, LLC | 32,828 | $1,655 萬 | 0.69% | −4,947−13.1% | 減碼 |
| Fidelity National Financial, Inc. | 32,440 | $1,636 萬 | 0.45% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 32,385 | $1,633 萬 | 0.34% | −650−2.0% | 減碼 |
| Cim, LLC | 32,363 | $1,632 萬 | 3.11% | +530+1.7% | 加碼 |
| Empirical Finance, LLC | 32,342 | $1,631 萬 | 1.20% | +2,962+10.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 32,336 | $1,630 萬 | 1.19% | +2,413+8.1% | 加碼 |
| Terry L. Blaker | 32,325 | $1,630 萬 | 1.45% | +916+2.9% | 加碼 |
| Avantax Advisory Services, Inc. | 32,290 | $1,628 萬 | 0.18% | −74−0.2% | 減碼 |
| Neville Rodie & Shaw Inc | 32,171 | $1,622 萬 | 1.45% | +199+0.6% | 加碼 |
| Exchange Traded Concepts, LLC | 32,113 | $1,619 萬 | 0.46% | +31,961+21,027.0% | 加碼 |
| Carlson Capital Management | 32,110 | $1,619 萬 | 0.96% | +819+2.6% | 加碼 |
| 11 Capital Partners LP | 31,747 | $1,601 萬 | 8.86% | −4,339−12.0% | 減碼 |
| Petredis Investment Advisors LLC | 31,684 | $1,597 萬 | 2.27% | +119+0.4% | 加碼 |
| Independent Advisor Alliance | 31,628 | $1,595 萬 | 0.72% | −2,854−8.3% | 減碼 |
| CCM Investment Advisers LLC | 31,520 | $1,589 萬 | 2.19% | +954+3.1% | 加碼 |
| Gluskin Sheff & Assoc Inc | 31,439 | $1,585 萬 | 1.21% | −4,271−12.0% | 減碼 |
| Tower Bridge Advisors | 31,357 | $1,581 萬 | 1.46% | +10,784+52.4% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 31,266 | $1,576 萬 | 5.43% | −684−2.1% | 減碼 |
| Cardinal Capital Management, Inc. | 31,254 | $1,576 萬 | 0.82% | −160−0.5% | 減碼 |
| Robeco Schweiz AG | 31,157 | $1,571 萬 | 0.27% | −890−2.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 31,107 | $1,568 萬 | 1.21% | +2,013+6.9% | 加碼 |
| Arnhold LLC | 31,076 | $1,567 萬 | 1.87% | −35−0.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 30,892 | $1,558 萬 | 0.60% | +2,147+7.5% | 加碼 |
| united american securities inc. (d/b/a uas asset management) | 30,859 | $1,556 萬 | 4.76% | −10,655−25.7% | 減碼 |
| Foyston, Gordon, & Payne Inc | 30,859 | $1,556 萬 | 4.24% | +1,420+4.8% | 加碼 |
| Siemens Fonds Invest GmbH | 30,774 | $1,552 萬 | 1.57% | −1,628−5.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 30,569 | $1,541 萬 | 0.48% | +8,310+37.3% | 加碼 |
| Citizens Financial Group Inc | 30,512 | $1,538 萬 | 0.63% | −8,477−21.7% | 減碼 |
| Lowe Brockenbrough & Co Inc | 30,432 | $1,534 萬 | 1.19% | −272−0.9% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 30,392 | $1,532 萬 | 0.49% | +1,992+7.0% | 加碼 |
| German American Bancorp, Inc. | 30,247 | $1,525 萬 | 2.22% | +546+1.8% | 加碼 |
| Level Four Advisory Services, LLC | 30,218 | $1,524 萬 | 0.98% | +622+2.1% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 30,176 | $1,521 萬 | 9.77% | −455−1.5% | 減碼 |
| GAM Holding AG | 29,860 | $1,506 萬 | 1.11% | +60.0% | 加碼 |
| Haverford Financial Services, Inc. | 29,836 | $1,504 萬 | 4.85% | −68−0.2% | 減碼 |
| Amica Mutual Insurance Co | 29,756 | $1,500 萬 | 1.77% | 00.0% | 不變 |
| LGT Group Foundation | 29,111 | $1,498 萬 | 0.37% | +290+1.0% | 加碼 |
| Resources Investment Advisors, LLC. | 29,708 | $1,498 萬 | 0.32% | +2,760+10.2% | 加碼 |
| Middleton & Co Inc | 29,513 | $1,488 萬 | 2.06% | +378+1.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 29,460 | $1,485 萬 | 0.81% | +14,837+101.5% | 加碼 |
| SG Americas Securities, LLC | 29,422 | $1,483 萬 | 0.20% | −2,017−6.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,237 | $1,474 萬 | 0.40% | −132−0.4% | 減碼 |
| Citadel Advisors LLC | 29,201 | $1,472 萬 | 0.02% | −14,351−33.0% | 減碼 |