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 | 3,054 | $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 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 |
|---|---|---|---|---|---|
| Maia Wealth LLC | 2,143 | $112.8 萬 | 0.46% | +2,143 | 新進 |
| Wall Street Access Asset Management, LLC | 2,146 | $113.0 萬 | 0.53% | +10.0% | 加碼 |
| PBMares Wealth Management LLC | 2,151 | $113.2 萬 | 0.34% | +84+4.1% | 加碼 |
| Peak Asset Management, LLC | 2,156 | $113.5 萬 | 0.25% | −56−2.5% | 減碼 |
| Cypress Capital, LLC | 2,157 | $113.6 萬 | 0.32% | +6+0.3% | 加碼 |
| WD Rutherford LLC | 2,215 | $113.6 萬 | 0.66% | −55−2.4% | 減碼 |
| STAR Financial Bank | 2,160 | $113.7 萬 | 1.03% | +300+16.1% | 加碼 |
| Aveo Capital Partners, LLC | 2,164 | $113.9 萬 | 0.14% | +416+23.8% | 加碼 |
| Riverpark Capital Management LLC | 2,169 | $114.2 萬 | 1.74% | +234+12.1% | 加碼 |
| One Wealth Advisors, LLC | 2,170 | $114.2 萬 | 0.22% | +13+0.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,176 | $114.6 萬 | 0.22% | −20−0.9% | 減碼 |
| Five Oceans Advisors | 2,180 | $114.8 萬 | 0.64% | +16+0.7% | 加碼 |
| Cardiff Park Advisors, LLC | 2,184 | $115.0 萬 | 0.13% | +85+4.0% | 加碼 |
| ABLE Financial Group, LLC | 2,188 | $115.2 萬 | 0.50% | +133+6.5% | 加碼 |
| MBM Wealth Consultants, LLC | 2,285 | $115.3 萬 | 0.43% | +139+6.5% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 2,191 | $115.3 萬 | 0.20% | +382+21.1% | 加碼 |
| Unique Wealth, LLC | 2,193 | $115.5 萬 | 0.37% | +281+14.7% | 加碼 |
| Riverwater Partners LLC | 2,197 | $115.7 萬 | 0.91% | −141−6.0% | 減碼 |
| Smith, Moore & Co. | 2,197 | $115.7 萬 | 0.14% | +132+6.4% | 加碼 |
| Catalyst Capital Advisors LLC | 2,199 | $115.8 萬 | 0.03% | −525−19.3% | 減碼 |
| Lederer & Associates Investment Counsel | 2,201 | $115.9 萬 | 0.86% | −125−5.4% | 減碼 |
| Forte Capital LLC | 2,203 | $116.0 萬 | 0.16% | +44+2.0% | 加碼 |
| Opinicus Capital, Inc. | 2,203 | $116.0 萬 | 1.18% | +2,203 | 新進 |
| Cannell Peter B & Co Inc | 2,205 | $116.1 萬 | 0.04% | +45+2.1% | 加碼 |
| Kingdom Financial Group LLC. | 2,218 | $116.8 萬 | 1.02% | −511−18.7% | 減碼 |
| Buttonwood Financial Advisors Inc. | 2,219 | $116.8 萬 | 0.64% | −652−22.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,219 | $116.8 萬 | 0.22% | +456+25.9% | 加碼 |
| SRS Capital Advisors, Inc. | 2,219 | $116.8 萬 | 0.13% | +242+12.2% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,232 | $117.5 萬 | 2.14% | +2,232 | 新進 |
| Harvest Fund Management Co., Ltd | 2,238 | $117.8 萬 | 0.18% | −1,231−35.5% | 減碼 |
| Townsend Asset Management Corp | 2,240 | $118.0 萬 | 0.54% | −362−13.9% | 減碼 |
| Summit X, LLC | 2,246 | $118.2 萬 | 0.34% | +54+2.5% | 加碼 |
| Quotient Wealth Partners, LLC | 2,250 | $118.5 萬 | 0.05% | +2,250 | 新進 |
| Disciplined Equity Management, Inc. | 2,254 | $118.7 萬 | 0.81% | +279+14.1% | 加碼 |
| Park National Corp | 2,267 | $119.4 萬 | 0.05% | −40−1.7% | 減碼 |
| Centaurus Financial, Inc. | 2,268 | $119.4 萬 | 0.09% | −2,920−56.3% | 減碼 |
| North Ridge Wealth Advisors, Inc. | 2,274 | $119.7 萬 | 1.00% | −56−2.4% | 減碼 |
| Carolinas Wealth Consulting LLC | 2,275 | $119.8 萬 | 0.26% | −190−7.7% | 減碼 |
| Wealthstream Advisors, Inc. | 2,275 | $119.8 萬 | 0.49% | +473+26.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,275 | $119.8 萬 | 0.08% | −1,361−37.4% | 減碼 |
| Three Seasons Wealth, LLC | 2,280 | $120.0 萬 | 1.06% | +151+7.1% | 加碼 |
| Semmax Financial Advisors Inc. | 2,323 | $120.1 萬 | 0.44% | +245+11.8% | 加碼 |
| Rakuten Investment Management, Inc. | 2,288 | $120.1 萬 | 0.01% | +2,288 | 新進 |
| Safeguard Investment Advisory Group, LLC | 2,285 | $120.3 萬 | 0.45% | +28+1.2% | 加碼 |
| Smartleaf Asset Management LLC | 2,324 | $120.6 萬 | 0.32% | +2,324 | 新進 |
| Retireful, LLC | 2,292 | $120.7 萬 | 0.53% | +2,292 | 新進 |
| DCM Advisors, LLC | 2,298 | $121.0 萬 | 0.43% | +868+60.7% | 加碼 |
| Hodges Capital Management Inc. | 2,299 | $121.0 萬 | 0.06% | +63+2.8% | 加碼 |
| ICA Group Wealth Management, LLC | 2,300 | $121.1 萬 | 0.27% | +307+15.4% | 加碼 |
| Plato Investment Management Ltd | 2,303 | $121.2 萬 | 1.49% | +2,303 | 新進 |
| Westside Investment Management, Inc. | 2,304 | $121.3 萬 | 0.31% | −70−2.9% | 減碼 |
| Uncommon Cents Investing LLC | 2,310 | $121.6 萬 | 0.40% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 2,314 | $121.8 萬 | 0.45% | −32−1.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 2,325 | $122.4 萬 | 0.88% | −300−11.4% | 減碼 |
| West Michigan Advisors, LLC | 2,327 | $122.5 萬 | 0.46% | −96−4.0% | 減碼 |
| Silver Oak Securities, Inc | 2,336 | $123.0 萬 | 0.17% | +1,246+114.3% | 加碼 |
| CoreFirst Bank & Trust | 2,344 | $123.4 萬 | 0.82% | −88−3.6% | 減碼 |
| Prentice Wealth Management LLC | 2,347 | $123.5 萬 | 0.48% | +19+0.8% | 加碼 |
| Navellier & Associates Inc | 2,351 | $123.8 萬 | 0.19% | +766+48.3% | 加碼 |
| Islay Capital Management, LLC | 2,352 | $123.8 萬 | 0.97% | +324+16.0% | 加碼 |
| Phillips Wealth Planners LLC | 2,401 | $124.0 萬 | 1.49% | −41−1.7% | 減碼 |
| Richardson Financial Services Inc. | 2,359 | $124.2 萬 | 1.09% | +2,359 | 新進 |
| Burford Brothers, Inc. | 2,371 | $124.8 萬 | 0.88% | +2,371 | 新進 |
| Reuter James Wealth Management, LLC | 2,372 | $124.9 萬 | 0.85% | −143−5.7% | 減碼 |
| Asset Advisors Investment Management, LLC | 2,373 | $124.9 萬 | 0.15% | +18+0.8% | 加碼 |
| Weinberger Asset Management, Inc | 2,373 | $125.0 萬 | 0.64% | +17+0.7% | 加碼 |
| Transatlantique Private Wealth LLC | 2,379 | $125.2 萬 | 0.58% | −295−11.0% | 減碼 |
| Gratus Wealth Advisors, LLC | 2,379 | $125.2 萬 | 0.25% | +2,379 | 新進 |
| Breakwater Capital Group | 2,447 | $125.5 萬 | 0.35% | +93+4.0% | 加碼 |
| Cornerstone Wealth Advisors, Inc. | 2,385 | $125.6 萬 | 0.41% | −25−1.0% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,388 | $125.7 萬 | 0.36% | +2+0.1% | 加碼 |
| Armstrong Advisory Group, Inc | 2,388 | $125.7 萬 | 0.12% | −12−0.5% | 減碼 |
| Invenio Wealth Partners LLC | 2,397 | $126.2 萬 | 0.91% | −195−7.5% | 減碼 |
| Parkside Investments, LLC | 2,397 | $126.2 萬 | 0.21% | +397+19.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,410 | $126.9 萬 | 0.23% | −240−9.1% | 減碼 |
| Truepoint, Inc. | 2,410 | $126.9 萬 | 0.04% | +987+69.4% | 加碼 |
| Secure Asset Management, LLC | 2,418 | $127.3 萬 | 0.34% | −38−1.5% | 減碼 |
| Arvest Trust Co N A | 2,423 | $127.6 萬 | 0.08% | +147+6.5% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 2,423 | $127.6 萬 | 0.76% | +569+30.7% | 加碼 |
| Seven Eight Capital, LP | 2,431 | $128.0 萬 | 0.15% | +2,431 | 新進 |
| First Financial Corp | 2,432 | $128.0 萬 | 0.65% | −12−0.5% | 減碼 |
| HTLF Bank | 2,435 | $128.2 萬 | 0.15% | +2,435 | 新進 |
| Edentree Asset Management Ltd | 2,442 | $128.6 萬 | 0.40% | +2,192+876.8% | 加碼 |
| Onefund, LLC | 2,445 | $128.7 萬 | 1.67% | +2,445 | 新進 |
| Spirit of America Management Corp | 2,450 | $129.0 萬 | 0.28% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 2,461 | $129.6 萬 | 0.48% | +567+29.9% | 加碼 |
| Adirondack Trust Co | 2,626 | $129.6 萬 | 0.56% | −45−1.7% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,468 | $129.9 萬 | 0.14% | −11−0.4% | 減碼 |
| Provence Wealth Management Group | 2,468 | $129.9 萬 | 0.70% | +614+33.1% | 加碼 |
| Partners Capital Investment Group, LLP | 2,474 | $130.2 萬 | 0.03% | −2,047−45.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 2,475 | $130.3 萬 | 0.53% | +9+0.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,482 | $130.7 萬 | 0.15% | −39−1.5% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,487 | $130.9 萬 | 0.31% | −365−12.8% | 減碼 |
| California First Leasing Corp | 2,489 | $131.0 萬 | 0.70% | 00.0% | 不變 |
| Ables, Iannone, Moore & Associates, Inc. | 2,489 | $131.0 萬 | 1.00% | +2,489 | 新進 |
| Capital Market Strategies LLC | 2,491 | $131.1 萬 | 1.14% | −50−2.0% | 減碼 |
| Saturna Capital CORP | 2,500 | $131.6 萬 | 0.02% | +208+9.1% | 加碼 |
| Harbert Fund Advisors, Inc. | 2,500 | $131.6 萬 | 0.90% | +2,500 | 新進 |
| SkyOak Wealth, LLC | 2,504 | $131.8 萬 | 0.34% | +45+1.8% | 加碼 |
| Kozak & Associates, Inc. | 2,540 | $131.9 萬 | 0.42% | −901−26.2% | 減碼 |