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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 29,051 | $1,465 萬 | 0.39% | +7,385+34.1% | 加碼 |
| Girard Partners Ltd. | 28,845 | $1,454 萬 | 1.64% | −2,039−6.6% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 28,601 | $1,442 萬 | 1.10% | −563−1.9% | 減碼 |
| King Wealth | 28,480 | $1,436 萬 | 3.03% | −521−1.8% | 減碼 |
| Jefferies Financial Group Inc. | 28,446 | $1,434 萬 | 0.36% | +5,871+26.0% | 加碼 |
| Allworth Financial LP | 28,283 | $1,426 萬 | 0.12% | +856+3.1% | 加碼 |
| Jupiter Asset Management Ltd | 28,265 | $1,425 萬 | 0.16% | −37,048−56.7% | 減碼 |
| Schmidt P J Investment Management Inc | 26,674 | $1,418 萬 | 3.04% | +51+0.2% | 加碼 |
| Segment Wealth Management, LLC | 28,095 | $1,417 萬 | 1.44% | +1,270+4.7% | 加碼 |
| Nicola Wealth Management Ltd. | 27,900 | $1,407 萬 | 1.52% | −2,500−8.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,708 | $1,397 萬 | 1.53% | −1,250−4.3% | 減碼 |
| Moran Wealth Management, LLC | 27,707 | $1,397 萬 | 0.54% | −21,781−44.0% | 減碼 |
| Cohen Klingenstein LLC | 27,700 | $1,397 萬 | 0.63% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 27,647 | $1,394 萬 | 1.13% | −678−2.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 27,314 | $1,377 萬 | 0.20% | +753+2.8% | 加碼 |
| Suvretta Capital Management, LLC | 27,223 | $1,373 萬 | 0.74% | +14,400+112.3% | 加碼 |
| Graham Capital Management, L.P. | 27,174 | $1,370 萬 | 0.41% | −19,192−41.4% | 減碼 |
| James Investment Research Inc | 27,118 | $1,367 萬 | 1.80% | −2,094−7.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 26,979 | $1,360 萬 | 0.47% | +126+0.5% | 加碼 |
| Torray LLC | 26,823 | $1,352 萬 | 2.39% | −50−0.2% | 減碼 |
| Marks Group Wealth Management, Inc | 26,805 | $1,351 萬 | 1.67% | +445+1.7% | 加碼 |
| Axxcess Wealth Management, LLC | 26,760 | $1,349 萬 | 0.46% | +6,274+30.6% | 加碼 |
| Wetherby Asset Management Inc | 26,623 | $1,342 萬 | 0.76% | −2,704−9.2% | 減碼 |
| Empowered Funds, LLC | 26,621 | $1,342 萬 | 0.40% | +9,953+59.7% | 加碼 |
| Motley Fool Asset Management LLC | 26,314 | $1,327 萬 | 1.07% | +2,435+10.2% | 加碼 |
| Prospera Financial Services Inc | 26,119 | $1,318 萬 | 0.51% | −1,002−3.7% | 減碼 |
| Roundview Capital LLC | 26,014 | $1,312 萬 | 1.32% | +985+3.9% | 加碼 |
| Curi Capital | 25,984 | $1,310 萬 | 2.01% | −1,926−6.9% | 減碼 |
| Highlander Capital Management, LLC | 25,840 | $1,304 萬 | 5.13% | 00.0% | 不變 |
| Bridgecreek Investment Management, LLC | 25,848 | $1,303 萬 | 2.66% | −1,227−4.5% | 減碼 |
| Summit Global Investments | 25,801 | $1,301 萬 | 0.87% | −14,183−35.5% | 減碼 |
| Trillium Asset Management, LLC | 25,744 | $1,298 萬 | 0.39% | +170+0.7% | 加碼 |
| Heritage Trust Co | 25,516 | $1,286 萬 | 2.01% | +272+1.1% | 加碼 |
| Venturi Wealth Management, LLC | 25,471 | $1,284 萬 | 1.01% | +1,982+8.4% | 加碼 |
| Wedbush Securities Inc | 25,371 | $1,279 萬 | 0.64% | +212+0.8% | 加碼 |
| Horizon Investments, LLC | 25,328 | $1,277 萬 | 0.39% | −36−0.1% | 減碼 |
| Tocqueville Asset Management L.P. | 25,312 | $1,276 萬 | 0.24% | +159+0.6% | 加碼 |
| Buckingham Capital Management, Inc. | 25,277 | $1,274 萬 | 1.94% | +361+1.4% | 加碼 |
| Comerica Securities,inc. | 25,258 | $1,273 萬 | 1.06% | −577−2.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 25,215 | $1,271 萬 | 1.73% | +5,427+27.4% | 加碼 |
| Quest Investment Management LLC | 25,173 | $1,269 萬 | 1.79% | −662−2.6% | 減碼 |
| Leuthold Group, LLC | 25,081 | $1,265 萬 | 1.77% | +725+3.0% | 加碼 |
| Bright Rock Capital Management, LLC | 25,000 | $1,260 萬 | 3.08% | 00.0% | 不變 |
| Payden & Rygel | 24,780 | $1,249 萬 | 0.98% | −37,050−59.9% | 減碼 |
| Payden & Rygel Investment Group | 24,780 | $1,249 萬 | 0.98% | +24,780 | 新進 |
| Muhlenkamp & Co Inc | 24,738 | $1,247 萬 | 4.30% | +80.0% | 加碼 |
| Glenview Trust Co | 24,619 | $1,241 萬 | 0.34% | +1,085+4.6% | 加碼 |
| Trust Co of Vermont | 24,611 | $1,241 萬 | 0.84% | +4,363+21.5% | 加碼 |
| Grimes & Company, Inc. | 24,555 | $1,238 萬 | 0.48% | −74−0.3% | 減碼 |
| Cullinan Associates Inc | 24,555 | $1,238 萬 | 0.72% | −1,465−5.6% | 減碼 |
| Greenleaf Trust | 24,454 | $1,233 萬 | 0.14% | +631+2.6% | 加碼 |
| Foundations Investment Advisors, LLC | 24,439 | $1,232 萬 | 0.38% | +4,409+22.0% | 加碼 |
| Pioneer Trust Bank N A | 24,405 | $1,230 萬 | 4.08% | −2,245−8.4% | 減碼 |
| Abner Herrman & Brock LLC | 24,359 | $1,228 萬 | 1.88% | +210+0.9% | 加碼 |
| Addenda Capital Inc. | 24,161 | $1,218 萬 | 0.53% | +1,245+5.4% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,026 | $1,211 萬 | 1.41% | +297+1.3% | 加碼 |
| EFG Asset Management (Americas) Corp. | 24,000 | $1,209 萬 | 2.90% | −338−1.4% | 減碼 |
| Advisory Services Network, LLC | 23,917 | $1,206 萬 | 0.32% | +1,453+6.5% | 加碼 |
| Twin Capital Management Inc | 23,898 | $1,205 萬 | 1.73% | −1,804−7.0% | 減碼 |
| Chiron Investment Management, LLC | 23,874 | $1,204 萬 | 5.09% | +23,874 | 新進 |
| Ascent Group, LLC | 22,300 | $1,202 萬 | 1.33% | +3,223+16.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 23,760 | $1,198 萬 | 1.32% | +1,055+4.6% | 加碼 |
| Smithbridge Asset Management Inc | 23,522 | $1,186 萬 | 2.94% | −707−2.9% | 減碼 |
| Hyperion Capital Advisors LP | 23,466 | $1,183 萬 | 6.49% | +200+0.9% | 加碼 |
| Brookstone Capital Management | 22,210 | $1,181 萬 | 0.26% | +6,070+37.6% | 加碼 |
| Live Oak Private Wealth LLC | 23,212 | $1,170 萬 | 2.49% | +179+0.8% | 加碼 |
| Litman Gregory Asset Management LLC | 23,166 | $1,168 萬 | 1.21% | +23,166 | 新進 |
| First National Bank of Omaha | 22,908 | $1,155 萬 | 0.75% | −1,327−5.5% | 減碼 |
| AIA Group Ltd | 22,817 | $1,150 萬 | 0.56% | +7,711+51.0% | 加碼 |
| Howe & Rusling Inc | 22,686 | $1,144 萬 | 1.35% | −6,427−22.1% | 減碼 |
| Logan Capital Management Inc | 22,678 | $1,143 萬 | 0.58% | −1,099−4.6% | 減碼 |
| Meridian Wealth Management, LLC | 22,474 | $1,133 萬 | 0.69% | −1,362−5.7% | 減碼 |
| First Citizens Bank & Trust Co | 22,465 | $1,133 萬 | 0.22% | −1,329−5.6% | 減碼 |
| Leavell Investment Management, Inc. | 22,373 | $1,128 萬 | 0.79% | +157+0.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 22,302 | $1,124 萬 | 0.45% | −1,663−6.9% | 減碼 |
| Dakota Wealth Management | 22,268 | $1,123 萬 | 0.50% | +1,446+6.9% | 加碼 |
| TD Private Client Wealth LLC | 22,146 | $1,117 萬 | 0.48% | +303+1.4% | 加碼 |
| Northern Oak Wealth Management Inc | 22,028 | $1,111 萬 | 1.38% | −1,375−5.9% | 減碼 |
| Phoenix Holdings Ltd. | 21,965 | $1,109 萬 | 0.21% | +3,322+17.8% | 加碼 |
| Advisory Research Inc | 21,958 | $1,107 萬 | 1.54% | −912−4.0% | 減碼 |
| Apollon Wealth Management, LLC | 21,928 | $1,106 萬 | 0.56% | −859−3.8% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,909 | $1,105 萬 | 2.35% | +1,228+5.9% | 加碼 |
| McRae Capital Management Inc | 21,812 | $1,100 萬 | 3.26% | +13,067+149.4% | 加碼 |
| Covington Investment Advisors Inc. | 21,777 | $1,098 萬 | 2.25% | +690+3.3% | 加碼 |
| Toroso Investments, LLC | 21,758 | $1,097 萬 | 0.33% | +5,252+31.8% | 加碼 |
| Tradewinds, LLC. | 21,624 | $1,090 萬 | 6.40% | −72−0.3% | 減碼 |
| WoodTrust Financial Corp | 21,609 | $1,090 萬 | 2.08% | +59+0.3% | 加碼 |
| Dividend Assets Capital, LLC | 21,610 | $1,090 萬 | 2.26% | +3,652+20.3% | 加碼 |
| Capital Fund Management S.A. | 21,483 | $1,083 萬 | 0.15% | −94,387−81.5% | 減碼 |
| Mission Wealth Management, LP | 21,331 | $1,075 萬 | 0.41% | −979−4.4% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 21,260 | $1,072 萬 | 0.70% | −25,199−54.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 21,247 | $1,071 萬 | 0.82% | +13,914+189.7% | 加碼 |
| Coldstream Capital Management Inc | 21,126 | $1,065 萬 | 0.35% | −250−1.2% | 減碼 |
| Berger Financial Group, Inc | 21,106 | $1,064 萬 | 1.22% | −80.0% | 減碼 |
| Equitable Holdings, Inc. | 21,086 | $1,063 萬 | 0.15% | +1,794+9.3% | 加碼 |
| Hilton Capital Management, LLC | 21,049 | $1,061 萬 | 1.41% | −7,442−26.1% | 減碼 |
| Princeton Global Asset Management LLC | 21,020 | $1,060 萬 | 3.01% | +1,145+5.8% | 加碼 |
| American National Bank | 20,979 | $1,058 萬 | 1.80% | +487+2.4% | 加碼 |
| St Germain D J Co Inc | 20,911 | $1,054 萬 | 0.59% | −78−0.4% | 減碼 |
| NBT Bank N A | 20,911 | $1,054 萬 | 1.01% | +10,217+95.5% | 加碼 |