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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 20,801 | $1,049 萬 | 1.07% | +6,211+42.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,666 | $1,042 萬 | 0.22% | +711+3.6% | 加碼 |
| Scholtz & Company, LLC | 20,650 | $1,041 萬 | 6.87% | −631−3.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 20,543 | $1,036 萬 | 0.56% | +536+2.7% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 20,512 | $1,034 萬 | 0.54% | −51−0.2% | 減碼 |
| Choate Investment Advisors | 20,487 | $1,033 萬 | 0.40% | +6,796+49.6% | 加碼 |
| Somerville Kurt F | 20,409 | $1,029 萬 | 2.07% | +58+0.3% | 加碼 |
| Sonora Investment Management Group, LLC | 20,381 | $1,028 萬 | 0.88% | +431+2.2% | 加碼 |
| High Note Wealth, LLC | 20,375 | $1,027 萬 | 4.24% | +173+0.9% | 加碼 |
| Picton Mahoney Asset Management | 20,340 | $1,026 萬 | 0.47% | +150+0.7% | 加碼 |
| Compagnie Lombard Odier SCmA | 20,309 | $1,024 萬 | 0.24% | +1,173+6.1% | 加碼 |
| Greenwich Wealth Management LLC | 20,225 | $1,020 萬 | 1.08% | +30.0% | 加碼 |
| Atlantic Union Bankshares Corp | 20,193 | $1,018 萬 | 1.04% | −917−4.3% | 減碼 |
| West Coast Financial LLC | 20,175 | $1,017 萬 | 1.52% | +7,913+64.5% | 加碼 |
| Meeder Asset Management Inc | 20,171 | $1,017 萬 | 0.80% | −25,455−55.8% | 減碼 |
| Strong Tower Advisory Services | 20,122 | $1,015 萬 | 5.07% | +84+0.4% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1,014 萬 | 6.61% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 19,982 | $1,014 萬 | 1.96% | +1,771+9.7% | 加碼 |
| Caldwell Trust Co | 20,102 | $1,014 萬 | 1.38% | −151−0.7% | 減碼 |
| Ostrum Asset Management | 20,046 | $1,011 萬 | 0.94% | +2,091+11.6% | 加碼 |
| Venture Visionary Partners LLC | 20,027 | $1,010 萬 | 0.61% | +123+0.6% | 加碼 |
| Primecap Management Co | 20,014 | $1,009 萬 | 0.01% | +930+4.9% | 加碼 |
| WESPAC Advisors SoCal, LLC | 19,988 | $1,008 萬 | 3.41% | −25−0.1% | 減碼 |
| RiverFront Investment Group, LLC | 19,824 | $999.5 萬 | 0.35% | +1,152+6.2% | 加碼 |
| SYSTM Wealth Solutions LLC | 19,795 | $998.0 萬 | 1.53% | −2,980−13.1% | 減碼 |
| Pallas Capital Advisors LLC | 18,813 | $997.1 萬 | 0.61% | +3,292+21.2% | 加碼 |
| Signaturefd, LLC | 19,755 | $996.0 萬 | 0.26% | −629−3.1% | 減碼 |
| Jones Financial Companies LLLP | 19,752 | $995.9 萬 | 0.02% | +736+3.9% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,740 | $995.3 萬 | 2.38% | 00.0% | 不變 |
| CX Institutional | 19,706 | $993.6 萬 | 0.55% | −2,844−12.6% | 減碼 |
| Great Waters Wealth Management | 18,930 | $993.5 萬 | 1.97% | −80−0.4% | 減碼 |
| Summit Financial, LLC | 19,679 | $992.2 萬 | 0.73% | +2,013+11.4% | 加碼 |
| Group One Trading, L.P. | 19,662 | $991.3 萬 | 0.39% | +11,035+127.9% | 加碼 |
| TCTC Holdings, LLC | 19,652 | $990.8 萬 | 0.38% | +157+0.8% | 加碼 |
| Central Bank & Trust Co | 19,540 | $985.2 萬 | 1.71% | −29−0.1% | 減碼 |
| Hudson Valley Investment Advisors Inc | 19,537 | $985.1 萬 | 1.39% | −1,696−8.0% | 減碼 |
| Executive Wealth Management, LLC | 19,485 | $982.5 萬 | 1.02% | +992+5.4% | 加碼 |
| KCM Investment Advisors LLC | 19,387 | $977.4 萬 | 0.42% | +67+0.3% | 加碼 |
| Evoke Wealth, LLC | 19,386 | $977.4 萬 | 0.34% | +175+0.9% | 加碼 |
| Toth Financial Advisory Corp | 19,382 | $977.2 萬 | 1.49% | +241+1.3% | 加碼 |
| Evexia Wealth LLC | 18,406 | $975.9 萬 | 4.94% | +1,064+6.1% | 加碼 |
| Telemus Capital, LLC | 19,338 | $975.0 萬 | 0.90% | +491+2.6% | 加碼 |
| Woodmont Investment Counsel LLC | 19,161 | $966.1 萬 | 1.02% | +1,036+5.7% | 加碼 |
| Moody National Bank Trust Division | 19,151 | $965.6 萬 | 0.62% | +1,897+11.0% | 加碼 |
| Elk River Wealth Management, LLC | 19,109 | $963.4 萬 | 2.13% | −38−0.2% | 減碼 |
| Ascent Wealth Partners, LLC | 19,100 | $963.0 萬 | 1.77% | −193−1.0% | 減碼 |
| Guardian Capital Advisors LP | 18,299 | $959.1 萬 | 1.07% | −301−1.6% | 減碼 |
| Matrix Asset Advisors Inc | 18,973 | $956.6 萬 | 1.36% | +11,915+168.8% | 加碼 |
| Wright Investors Service Inc | 18,835 | $949.6 萬 | 2.75% | +12+0.1% | 加碼 |
| Motco | 18,703 | $943.0 萬 | 0.64% | −534−2.8% | 減碼 |
| Profund Advisors LLC | 18,666 | $941.1 萬 | 0.52% | −374−2.0% | 減碼 |
| Estabrook Capital Management | 18,628 | $939.2 萬 | 1.65% | −126−0.7% | 減碼 |
| Morse Asset Management, Inc | 18,532 | $934.4 萬 | 2.96% | +757+4.3% | 加碼 |
| Forbes J M & Co LLP | 18,484 | $931.9 萬 | 1.21% | +240+1.3% | 加碼 |
| Ballentine Partners, LLC | 18,354 | $925.4 萬 | 0.22% | +1,139+6.6% | 加碼 |
| Lincoln Capital Corp | 18,315 | $923.4 萬 | 4.97% | −960−5.0% | 減碼 |
| Mutual Advisors, LLC | 18,302 | $922.8 萬 | 0.36% | +1,461+8.7% | 加碼 |
| First Hawaiian Bank | 18,218 | $918.5 萬 | 0.31% | +257+1.4% | 加碼 |
| Citizens National Bank Trust Department | 18,084 | $911.8 萬 | 2.50% | −89−0.5% | 減碼 |
| Castleark Management LLC | 18,080 | $911.6 萬 | 0.46% | −21,830−54.7% | 減碼 |
| Broderick Brian C | 17,894 | $902.2 萬 | 2.49% | +1,614+9.9% | 加碼 |
| Schnieders Capital Management LLC | 17,893 | $902.1 萬 | 2.02% | +180+1.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 17,731 | $894.0 萬 | 0.16% | +3,233+22.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 17,703 | $892.6 萬 | 0.93% | −316−1.8% | 減碼 |
| FDx Advisors, Inc. | 17,657 | $890.3 萬 | 0.74% | −23,515−57.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 17,631 | $889.0 萬 | 0.20% | +685+4.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 17,629 | $888.9 萬 | 2.62% | −117−0.7% | 減碼 |
| Consolidated Investment Group LLC | 17,600 | $887.4 萬 | 1.72% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 16,418 | $885.6 萬 | 0.54% | −54−0.3% | 減碼 |
| Richard Bernstein Advisors LLC | 17,505 | $882.6 萬 | 0.20% | −2,385−12.0% | 減碼 |
| Stokes Capital Advisors, LLC | 17,464 | $880.5 萬 | 3.07% | +314+1.8% | 加碼 |
| Fragasso Group Inc. | 17,435 | $879.0 萬 | 0.92% | +71+0.4% | 加碼 |
| Wedge Capital Management L L P | 17,395 | $877.0 萬 | 0.17% | −1,175−6.3% | 減碼 |
| Ossiam | 17,367 | $875.6 萬 | 0.15% | −258,368−93.7% | 減碼 |
| Mattern Capital Management, LLC | 17,347 | $874.6 萬 | 1.41% | +1,175+7.3% | 加碼 |
| Burt Wealth Advisors | 17,334 | $874.0 萬 | 2.68% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 17,259 | $870.2 萬 | 1.01% | −66−0.4% | 減碼 |
| Security National Bank | 17,043 | $869.4 萬 | 2.44% | −296−1.7% | 減碼 |
| Davis-Rea Ltd. | 17,215 | $868.0 萬 | 4.71% | +4,921+40.0% | 加碼 |
| American Trust | 17,198 | $867.1 萬 | 0.67% | −1,497−8.0% | 減碼 |
| Avitas Wealth Management LLC | 17,191 | $866.8 萬 | 1.65% | −378−2.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 17,135 | $863.9 萬 | 2.17% | −320−1.8% | 減碼 |
| Boston Financial Mangement LLC | 17,116 | $863.0 萬 | 0.32% | −164−0.9% | 減碼 |
| Stonegate Investment Group, LLC | 17,102 | $862.2 萬 | 0.31% | −204−1.2% | 減碼 |
| Synergy Financial Management, LLC | 17,077 | $861.0 萬 | 1.71% | +1,844+12.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 17,028 | $858.5 萬 | 0.15% | +141+0.8% | 加碼 |
| Chronos Wealth Management, LLC | 17,019 | $858.1 萬 | 6.01% | +129+0.8% | 加碼 |
| Sectoral Asset Management Inc | 16,925 | $853.3 萬 | 1.66% | −6,000−26.2% | 減碼 |
| Key Bridge Compliance, LLC | 16,923 | $853.2 萬 | 2.67% | +16,923 | 新進 |
| Balentine LLC | 16,887 | $851.4 萬 | 0.28% | +421+2.6% | 加碼 |
| Walleye Trading LLC | 16,870 | $850.6 萬 | 0.20% | +16,684+8,969.9% | 加碼 |
| Evergreen Capital Management LLC | 16,786 | $846.3 萬 | 0.37% | +519+3.2% | 加碼 |
| Anchor Investment Management, LLC | 16,706 | $842.3 萬 | 1.10% | +916+5.8% | 加碼 |
| Capital International Sarl | 16,696 | $841.8 萬 | 0.39% | −8,585−34.0% | 減碼 |
| Mitchell Capital Management Co | 16,662 | $840.1 萬 | 1.99% | +52+0.3% | 加碼 |
| Stolper Co | 16,660 | $840.0 萬 | 3.64% | +33+0.2% | 加碼 |
| Tradition Wealth Management, LLC | 16,641 | $839.0 萬 | 1.00% | +378+2.3% | 加碼 |
| Verdence Capital Advisors LLC | 16,599 | $836.9 萬 | 0.91% | +2,340+16.4% | 加碼 |
| Oxbow Advisors, LLC | 16,580 | $835.9 萬 | 1.32% | +785+5.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 16,517 | $832.8 萬 | 0.82% | +5,838+54.7% | 加碼 |