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 4 季 13F 持有人
UnitedHealth Group Inc 在 2023/12/31 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
- 3,422
- 較 2023 年第 3 季 +333 家
- 持有股數
- 8.13 億
- 較 2023 年第 3 季 +624.9 萬 (+0.8%)
- 總市值
- $4,280 億
- 較 2023 年第 3 季 +$212.4 億 (+5.2%)
- 新進機構
- 421
- 另有 1,422 家加碼
- 清倉機構
- 88
- 另有 1,239 家減碼
另有 56 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fortress Wealth Group, LLC | 1,279 | $68.6 萬 | 0.41% | +89+7.5% | 加碼 |
| Hoxton Planning & Management, LLC | 1,315 | $69.2 萬 | 0.37% | +75+6.0% | 加碼 |
| Veracity Capital LLC | 1,315 | $69.2 萬 | 0.28% | +19+1.5% | 加碼 |
| Congress Park Capital LLC | 1,325 | $69.8 萬 | 0.34% | −75−5.4% | 減碼 |
| Heritage Financial Services, LLC | 1,326 | $69.8 萬 | 0.12% | 00.0% | 不變 |
| Berry Wealth Group, LP | 1,329 | $69.9 萬 | 0.64% | +1,329 | 新進 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,330 | $70.0 萬 | 0.00% | −250−15.8% | 減碼 |
| Marquette Asset Management, LLC | 1,330 | $70.0 萬 | 0.13% | −71−5.1% | 減碼 |
| Headlands Technologies LLC | 1,331 | $70.1 萬 | 0.21% | +1,331 | 新進 |
| Arlington Capital Management, Inc. | 1,333 | $70.2 萬 | 0.64% | +1,333 | 新進 |
| Worth Financial Advisory Group, LLC | 1,333 | $70.2 萬 | 0.56% | +46+3.6% | 加碼 |
| Insight Advisors, LLC | 1,334 | $70.2 萬 | 0.15% | −97−6.8% | 減碼 |
| Bouchey Financial Group Ltd | 1,336 | $70.3 萬 | 0.08% | −16−1.2% | 減碼 |
| Financial Management Professionals, Inc. | 1,341 | $70.6 萬 | 0.12% | −3−0.2% | 減碼 |
| Centiva Capital, LP | 1,343 | $70.7 萬 | 0.04% | −209−13.5% | 減碼 |
| Williamson Legacy Group, LLC | 1,343 | $70.7 萬 | 0.66% | +1,343 | 新進 |
| Resurgent Financial Advisors LLC | 1,348 | $71.0 萬 | 0.44% | +251+22.9% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 1,349 | $71.0 萬 | 0.93% | −142−9.5% | 減碼 |
| AllSquare Wealth Management LLC | 1,352 | $71.2 萬 | 0.44% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 1,356 | $71.4 萬 | 0.04% | +87+6.9% | 加碼 |
| Baystate Wealth Management LLC | 1,358 | $71.5 萬 | 0.05% | +13+1.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,360 | $71.6 萬 | 0.27% | +40+3.0% | 加碼 |
| Advus Financial Partners, LLC | 1,362 | $71.7 萬 | 0.25% | +18+1.3% | 加碼 |
| Summit Place Financial Advisors, LLC | 1,364 | $71.8 萬 | 0.47% | −98−6.7% | 減碼 |
| Interchange Capital Partners, LLC | 1,363 | $71.8 萬 | 0.54% | −294−17.7% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 1,366 | $71.9 萬 | 0.41% | −2−0.1% | 減碼 |
| Clifford Group, LLC | 1,367 | $72.0 萬 | 0.67% | +6+0.4% | 加碼 |
| Eagle Wealth Strategies LLC | 1,368 | $72.0 萬 | 0.43% | +1,368 | 新進 |
| Whalen Wealth Management Inc. | 1,371 | $72.2 萬 | 0.65% | +1,371 | 新進 |
| Salomon & Ludwin, LLC | 1,434 | $72.3 萬 | 0.08% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 1,376 | $72.5 萬 | 0.16% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 1,400 | $72.5 萬 | 0.59% | 00.0% | 不變 |
| Aire Advisors, LLC | 1,372 | $72.5 萬 | 0.18% | −4−0.3% | 減碼 |
| First Western Trust Bank | 1,381 | $72.7 萬 | 0.04% | −24−1.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 1,381 | $72.7 萬 | 0.05% | −33−2.3% | 減碼 |
| Farmers National Bank | 1,386 | $73.0 萬 | 0.23% | +43+3.2% | 加碼 |
| La Financiere de L'Echiquier | 1,390 | $73.2 萬 | 0.03% | −950−40.6% | 減碼 |
| Mitchell Sinkler & Starr | 1,392 | $73.3 萬 | 0.13% | +150+12.1% | 加碼 |
| 3Chopt Investment Partners, LLC | 1,398 | $73.6 萬 | 0.27% | +1,398 | 新進 |
| Steigerwald, Gordon & Koch Inc. | 1,399 | $73.7 萬 | 0.10% | +212+17.9% | 加碼 |
| VeraBank, N.A. | 1,403 | $73.9 萬 | 0.25% | +75+5.6% | 加碼 |
| Carson Advisory Inc. | 1,404 | $73.9 萬 | 0.57% | −12−0.8% | 減碼 |
| Copperleaf Capital, LLC | 1,405 | $74.0 萬 | 0.75% | −43−3.0% | 減碼 |
| 180 Wealth Advisors, LLC | 1,376 | $74.2 萬 | 0.15% | −3,774−73.3% | 減碼 |
| Kowal Investment Group, LLC | 1,412 | $74.3 萬 | 0.17% | +171+13.8% | 加碼 |
| Fiducient Advisors LLC | 1,414 | $74.4 萬 | 0.14% | −166−10.5% | 減碼 |
| Valley National Advisers Inc | 1,416 | $74.5 萬 | 0.12% | +122+9.4% | 加碼 |
| Principal Street Partners, LLC | 1,424 | $75.0 萬 | 0.18% | −1,360−48.9% | 減碼 |
| Eagle Bay Advisors LLC | 1,428 | $75.2 萬 | 0.48% | −299−17.3% | 減碼 |
| Claris Advisors, LLC | 1,432 | $75.4 萬 | 0.42% | +1+0.1% | 加碼 |
| Cutler Group LP | 1,434 | $75.4 萬 | 0.10% | +1,434 | 新進 |
| ODonnell Financial Services, LLC | 1,436 | $75.6 萬 | 0.38% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,443 | $75.9 萬 | 0.06% | +210+17.0% | 加碼 |
| Ballast Advisors LLC | 1,449 | $76.3 萬 | 0.28% | −86−5.6% | 減碼 |
| Baron Wealth Management LLC | 1,454 | $76.5 萬 | 0.42% | +9+0.6% | 加碼 |
| Johnson & White Wealth Management, LLC | 1,461 | $76.9 萬 | 0.64% | +5+0.3% | 加碼 |
| Gerber, LLC | 1,463 | $77.0 萬 | 0.69% | +1,463 | 新進 |
| Vivid Wealth Management, LLC | 1,464 | $77.1 萬 | 0.52% | +1,464 | 新進 |
| SFMG, LLC | 1,464 | $77.1 萬 | 0.07% | +61+4.3% | 加碼 |
| Washington Trust Co | 1,465 | $77.1 萬 | 0.03% | +275+23.1% | 加碼 |
| Edgestream Partners, L.P. | 1,466 | $77.2 萬 | 0.06% | +957+188.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 1,472 | $77.5 萬 | 0.13% | −245−14.3% | 減碼 |
| Correct Capital Wealth Management | 1,472 | $77.5 萬 | 0.20% | +1,472 | 新進 |
| ZRC Wealth Management, LLC | 1,539 | $77.6 萬 | 0.47% | +1,370+810.7% | 加碼 |
| Sunflower Bank, N.A. | 1,478 | $77.8 萬 | 0.18% | +20+1.4% | 加碼 |
| Source Financial Advisors LLC | 1,479 | $77.9 萬 | 0.24% | −7−0.5% | 減碼 |
| Avory & Company, LLC | 1,481 | $78.0 萬 | 0.55% | 00.0% | 不變 |
| Clarus Group, Inc. | 1,493 | $78.6 萬 | 0.59% | −445−23.0% | 減碼 |
| Sonata Capital Group Inc | 1,497 | $78.8 萬 | 0.39% | +300+25.1% | 加碼 |
| Ssi Investment Management LLC | 1,497 | $78.8 萬 | 0.06% | −5−0.3% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 1,498 | $78.8 萬 | 0.35% | +4+0.3% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 1,500 | $79.0 萬 | 0.01% | −76,000−98.1% | 減碼 |
| Investors Asset Management of Georgia Inc | 1,511 | $79.0 萬 | 0.40% | +100+7.1% | 加碼 |
| Jag Capital Management, LLC | 1,509 | $79.4 萬 | 0.12% | −3,287−68.5% | 減碼 |
| Walker Asset Management, LLC | 1,510 | $79.5 萬 | 0.57% | +4+0.3% | 加碼 |
| Vigilare Wealth Management | 1,511 | $79.6 萬 | 0.41% | −3−0.2% | 減碼 |
| Collective Family Office LLC | 1,512 | $79.6 萬 | 0.28% | −34−2.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 1,514 | $79.7 萬 | 0.08% | +23+1.5% | 加碼 |
| EdgeRock Capital LLC | 1,570 | $80.1 萬 | 0.58% | +82+5.5% | 加碼 |
| Marotta Asset Management | 1,530 | $80.5 萬 | 0.17% | −94−5.8% | 減碼 |
| TCM Advisors, LLC | – | $80.7 萬 | 0.65% | – | – |
| Columbus Macro, LLC | 1,539 | $80.8 萬 | 0.32% | +10+0.7% | 加碼 |
| Smart Portfolios, LLC | 1,562 | $80.9 萬 | 0.95% | +1,562 | 新進 |
| Sonoma Private Wealth LLC | 1,537 | $80.9 萬 | 1.34% | −152−9.0% | 減碼 |
| Pointe Capital Management LLC | 1,538 | $81.0 萬 | 0.56% | −218−12.4% | 減碼 |
| Machina Capital S.A.S. | 1,538 | $81.0 萬 | 0.52% | +1,538 | 新進 |
| GW Henssler & Associates Ltd | 1,542 | $81.2 萬 | 0.05% | −109−6.6% | 減碼 |
| White Pine Capital LLC | 1,544 | $81.3 萬 | 0.31% | −283−15.5% | 減碼 |
| Parnassus Investments | 1,544 | $81.3 萬 | 0.00% | +307+24.8% | 加碼 |
| Quantum Financial Advisors, LLC | 1,546 | $81.4 萬 | 0.20% | −142−8.4% | 減碼 |
| Consolidated Portfolio Review Corp | 1,548 | $81.5 萬 | 0.19% | −33−2.1% | 減碼 |
| Bowman & Co S.C. | 1,547 | $81.8 萬 | 0.57% | +63+4.2% | 加碼 |
| Proffitt & Goodson Inc | 1,554 | $81.8 萬 | 0.15% | +36+2.4% | 加碼 |
| Verum Partners LLC | 1,555 | $81.9 萬 | 0.32% | −14−0.9% | 減碼 |
| Inspire Trust Co, N.A. | 1,560 | $82.1 萬 | 0.85% | +1,560 | 新進 |
| Oldfather Financial Services, LLC | 1,564 | $82.3 萬 | 0.37% | +5+0.3% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,567 | $82.5 萬 | 0.03% | −33−2.1% | 減碼 |
| Kanawha Capital Management LLC | 1,567 | $82.5 萬 | 0.08% | +156+11.1% | 加碼 |
| City State Bank | 1,570 | $82.7 萬 | 0.41% | −29−1.8% | 減碼 |
| Catalina Capital Group, LLC | 1,573 | $82.8 萬 | 0.64% | +1,573 | 新進 |