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
- 3,421
- 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 1,421 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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 1,824 | $96.0 萬 | 0.08% | 00.0% | 不變 |
| Avalon Trust Co | 1,824 | $96.0 萬 | 0.09% | 00.0% | 不變 |
| Asset Management Group, Inc. | 1,827 | $96.2 萬 | 0.19% | +6+0.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $96.3 萬 | 0.00% | +350+23.7% | 加碼 |
| Virginia Wealth Management Group, Inc. | 1,834 | $96.6 萬 | 0.84% | −68−3.6% | 減碼 |
| Aspen Wealth Strategies, LLC | 1,835 | $96.6 萬 | 0.70% | −7−0.4% | 減碼 |
| Altrafin AG | 1,835 | $96.6 萬 | 0.37% | −240−11.6% | 減碼 |
| Onyx Bridge Wealth Group LLC | 1,836 | $96.7 萬 | 0.20% | +435+31.0% | 加碼 |
| VCI Wealth Management LLC | 1,843 | $97.0 萬 | 0.59% | +1,843 | 新進 |
| Saxon Interests, Inc. | 1,848 | $97.3 萬 | 0.49% | −3,212−63.5% | 減碼 |
| Emerald Advisers, LLC | 1,850 | $97.4 萬 | 0.04% | −205−10.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 1,853 | $97.6 萬 | 0.59% | +27+1.5% | 加碼 |
| Arlington Trust Co LLC | 1,855 | $97.7 萬 | 0.27% | +1,254+208.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,856 | $97.7 萬 | 0.08% | −1,220−39.7% | 減碼 |
| FLC Capital Advisors | 1,860 | $97.9 萬 | 0.26% | −333−15.2% | 減碼 |
| Campion Asset Management LLC | 1,860 | $97.9 萬 | 0.83% | 00.0% | 不變 |
| Kellett Schaffner Wealth Advisors LLC | 1,860 | $97.9 萬 | 0.73% | +100+5.7% | 加碼 |
| E Fund Management Co., Ltd. | 1,865 | $98.2 萬 | 0.06% | +235+14.4% | 加碼 |
| 1776 Wealth LLC | 1,866 | $98.2 萬 | 0.49% | 00.0% | 不變 |
| Inspire Advisors, LLC | 1,867 | $98.3 萬 | 0.15% | −11−0.6% | 減碼 |
| Washington Capital Management Inc | 1,868 | $98.3 萬 | 0.84% | −185−9.0% | 減碼 |
| Prosperity Financial Group, Inc. | 1,871 | $98.5 萬 | 0.68% | −43−2.2% | 減碼 |
| Presidio Capital Management, LLC | 1,873 | $98.6 萬 | 0.77% | −5−0.3% | 減碼 |
| Sunburst Financial Group, LLC | 1,882 | $99.1 萬 | 0.31% | +233+14.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,891 | $99.6 萬 | 0.23% | +88+4.9% | 加碼 |
| Semus Wealth Partners LLC | 1,893 | $99.7 萬 | 0.82% | −16−0.8% | 減碼 |
| Ambassador Advisors, LLC | 1,982 | $99.7 萬 | 0.22% | +90+4.8% | 加碼 |
| Ethos Financial Group, LLC | 1,897 | $99.9 萬 | 0.21% | +423+28.7% | 加碼 |
| Ignite Planners, LLC | 1,853 | $99.9 萬 | 0.30% | −150−7.5% | 減碼 |
| First American Trust, FSB | 1,899 | $100.0 萬 | 0.12% | +906+91.2% | 加碼 |
| ZWJ Investment Counsel Inc | 1,900 | $100.0 萬 | 0.05% | −445−19.0% | 減碼 |
| Argent Advisors, Inc. | 1,900 | $100.0 萬 | 0.44% | −4−0.2% | 減碼 |
| RFP Financial Group LLC | 1,902 | $100.1 萬 | 0.41% | −102−5.1% | 減碼 |
| Simplicity Wealth,LLC | 1,905 | $100.3 萬 | 0.39% | +1,905 | 新進 |
| Vista Finance, LLC | 1,931 | $101.7 萬 | 2.17% | −470−19.6% | 減碼 |
| WealthTrust Axiom LLC | 1,939 | $102.1 萬 | 0.34% | +8+0.4% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,948 | $102.5 萬 | 0.94% | +1,948 | 新進 |
| SMART Wealth LLC | 1,952 | $102.8 萬 | 0.56% | +111+6.0% | 加碼 |
| Waterfront Wealth Inc. | 1,952 | $102.8 萬 | 0.30% | +51+2.7% | 加碼 |
| ICW Investment Advisors LLC | 1,953 | $102.8 萬 | 0.50% | +68+3.6% | 加碼 |
| MJP Associates Inc | 1,955 | $102.9 萬 | 0.27% | −1,292−39.8% | 減碼 |
| IVC Wealth Advisors LLC | 1,960 | $103.2 萬 | 0.64% | +21+1.1% | 加碼 |
| My Personal CFO, LLC | 1,965 | $103.5 萬 | 0.67% | +34+1.8% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,965 | $103.5 萬 | 0.11% | +968+97.1% | 加碼 |
| Soundwatch Capital LLC | 2,467 | $103.7 萬 | 0.50% | +426+20.9% | 加碼 |
| Alpha Family Trust | 1,970 | $103.7 萬 | 0.70% | 00.0% | 不變 |
| Profit Investment Management, LLC | 1,974 | $103.9 萬 | 0.59% | +184+10.3% | 加碼 |
| Retirement Guys Formula LLC | 1,983 | $104.4 萬 | 0.56% | +99+5.3% | 加碼 |
| Allred Capital Management, LLC | 1,983 | $104.4 萬 | 0.45% | −11−0.6% | 減碼 |
| Berkeley Capital Partners, LLC | 1,988 | $104.7 萬 | 0.35% | −20−1.0% | 減碼 |
| Everpar Advisors LLC | 1,992 | $104.9 萬 | 0.49% | +1,992 | 新進 |
| Capstone Investment Advisors, LLC | 1,994 | $105.0 萬 | 0.02% | −4,404−68.8% | 減碼 |
| Aletheian Wealth Advisors LLC | 1,994 | $105.0 萬 | 0.69% | −52−2.5% | 減碼 |
| Magnolia Capital Advisors LLC | 2,087 | $105.1 萬 | 0.77% | +406+24.2% | 加碼 |
| ORG Partners LLC | 1,995 | $105.1 萬 | 0.18% | +604+43.4% | 加碼 |
| Abacus Planning Group, Inc. | 1,999 | $105.2 萬 | 0.22% | +29+1.5% | 加碼 |
| Cooke & Bieler LP | 2,000 | $105.3 萬 | 0.01% | −900−31.0% | 減碼 |
| Epiq Partners, LLC | 2,000 | $105.3 萬 | 0.76% | −178−8.2% | 減碼 |
| Connective Portfolio Management, LLC | 2,000 | $105.3 萬 | 2.15% | +2,000 | 新進 |
| BSW Wealth Partners | 2,006 | $105.6 萬 | 0.21% | +43+2.2% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 2,008 | $105.7 萬 | 0.43% | +986+96.5% | 加碼 |
| Patron Partners Advisors, LLC | 2,009 | $105.8 萬 | 0.70% | +39+2.0% | 加碼 |
| WealthTrust Asset Management, LLC | 2,009 | $105.8 萬 | 0.89% | −173−7.9% | 減碼 |
| KG&L Capital Management,LLC | 2,016 | $106.1 萬 | 0.44% | +343+20.5% | 加碼 |
| Sutton Place Investors LLC | 2,020 | $106.3 萬 | 0.77% | +1,487+279.0% | 加碼 |
| LVW Advisors, LLC | 2,020 | $106.4 萬 | 0.20% | +251+14.2% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,025 | $106.6 萬 | 0.55% | −76−3.6% | 減碼 |
| Rothschild Investment LLC | 2,027 | $106.7 萬 | 0.09% | +2,027 | 新進 |
| Evergreen Wealth Management, LLC | 2,032 | $107.0 萬 | 0.79% | +35+1.8% | 加碼 |
| Kuhn & Co Investment Counsel | 2,039 | $107.3 萬 | 1.10% | +2,039 | 新進 |
| Clean Yield Group | 2,045 | $107.7 萬 | 0.45% | −5−0.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 2,049 | $107.9 萬 | 0.55% | +152+8.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,051 | $108.0 萬 | 0.35% | −32−1.5% | 減碼 |
| Professional Financial Advisors, LLC | 2,054 | $108.2 萬 | 0.36% | +132+6.9% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,057 | $108.3 萬 | 0.45% | −31−1.5% | 減碼 |
| Darden Wealth Group Inc | 2,065 | $108.7 萬 | 1.05% | +2,065 | 新進 |
| Epic Trust Investment Advisors, LLC | 2,070 | $109.0 萬 | 1.46% | +86+4.3% | 加碼 |
| Montecito Bank & Trust | 2,071 | $109.0 萬 | 0.23% | −75−3.5% | 減碼 |
| Y.D. More Investments Ltd | 2,072 | $109.1 萬 | 0.22% | +260+14.3% | 加碼 |
| Titleist Asset Management, LLC | 2,073 | $109.2 萬 | 0.20% | −206−9.0% | 減碼 |
| Cooper Financial Group | 2,074 | $109.2 萬 | 0.20% | +32+1.6% | 加碼 |
| Sovereign Financial Group, Inc. | 2,078 | $109.4 萬 | 0.33% | +124+6.3% | 加碼 |
| RKL Wealth Management LLC | 2,082 | $109.6 萬 | 0.12% | +14+0.7% | 加碼 |
| Bard Financial Services, Inc. | 2,085 | $109.8 萬 | 0.12% | −250−10.7% | 減碼 |
| TRUE Private Wealth Advisors | 2,091 | $110.1 萬 | 0.14% | +198+10.5% | 加碼 |
| Texas Yale Capital Corp. | 2,093 | $110.2 萬 | 0.05% | +63+3.1% | 加碼 |
| Wallace Capital Management Inc. | 2,100 | $110.6 萬 | 0.16% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 2,100 | $110.6 萬 | 0.50% | 00.0% | 不變 |
| HCR Wealth Advisors | 2,109 | $111.0 萬 | 0.18% | +2,109 | 新進 |
| Florida Financial Advisors, LLC | 2,111 | $111.2 萬 | 1.03% | +2,111 | 新進 |
| Moseley Investment Management Inc | 2,113 | $111.3 萬 | 0.62% | +1,380+188.3% | 加碼 |
| Quantum Private Wealth, LLC | 2,114 | $111.3 萬 | 0.47% | −100−4.5% | 減碼 |
| McLean Asset Management Corp | 2,071 | $111.3 萬 | 0.42% | +11+0.5% | 加碼 |
| Eagle Strategies LLC | 2,116 | $111.4 萬 | 0.24% | −10−0.5% | 減碼 |
| Vivaldi Capital Management, LLC | 2,160 | $111.6 萬 | 0.33% | −323−13.0% | 減碼 |
| American Money Management, LLC | 2,121 | $111.6 萬 | 0.25% | +28+1.3% | 加碼 |
| Founders Financial Alliance, LLC | 2,129 | $112.1 萬 | 0.43% | −158−6.9% | 減碼 |
| 626 Financial, LLC | 2,135 | $112.4 萬 | 0.74% | −89−4.0% | 減碼 |
| Mendel Money Management | 2,141 | $112.7 萬 | 0.54% | +32+1.5% | 加碼 |
| Leonteq Securities AG | 2,142 | $112.8 萬 | 0.14% | +339+18.8% | 加碼 |