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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 2,507 | $132.0 萬 | 0.26% | +47+1.9% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,507 | $132.0 萬 | 1.19% | +2,507 | 新進 |
| Summit Financial Wealth Advisors, LLC | 2,511 | $132.2 萬 | 0.30% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,577 | $132.3 萬 | 0.06% | −40−1.5% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 2,514 | $132.3 萬 | 0.08% | +126+5.3% | 加碼 |
| Convergence Investment Partners, LLC | 2,521 | $132.7 萬 | 0.69% | +107+4.4% | 加碼 |
| St. Johns Investment Management Company, LLC | 2,524 | $132.9 萬 | 0.68% | −207−7.6% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,538 | $133.6 萬 | 1.18% | −14−0.5% | 減碼 |
| Essex Savings Bank | 2,540 | $133.7 萬 | 0.39% | +285+12.6% | 加碼 |
| Buckingham Strategic Partners | 2,543 | $133.9 萬 | 0.06% | −630−19.9% | 減碼 |
| Western Financial Corp | 2,544 | $133.9 萬 | 0.90% | +839+49.2% | 加碼 |
| Measured Wealth Private Client Group, LLC | 2,549 | $134.2 萬 | 0.49% | +5+0.2% | 加碼 |
| Sunpointe, LLC | 2,553 | $134.4 萬 | 1.71% | +2,553 | 新進 |
| Corundum Group, Inc. | 2,558 | $134.7 萬 | 0.68% | +85+3.4% | 加碼 |
| Nicolet Bankshares Inc | 2,561 | $134.8 萬 | 0.36% | +125+5.1% | 加碼 |
| KRS Capital Management, LLC | 2,564 | $135.0 萬 | 1.26% | +7+0.3% | 加碼 |
| Sendero Wealth Management, LLC | 2,567 | $135.1 萬 | 0.25% | +103+4.2% | 加碼 |
| United Community Bank | 2,568 | $135.2 萬 | 0.57% | −162−5.9% | 減碼 |
| CFM Wealth Partners LLC | 2,572 | $135.4 萬 | 0.31% | +33+1.3% | 加碼 |
| Virtue Capital Management, LLC | – | $135.4 萬 | 0.27% | – | – |
| Everett Harris & Co | 2,573 | $135.5 萬 | 0.02% | −26−1.0% | 減碼 |
| Gitterman Wealth Management, LLC | 2,577 | $135.7 萬 | 0.60% | 00.0% | 不變 |
| MCF Advisors LLC | 2,582 | $135.9 萬 | 0.11% | +55+2.2% | 加碼 |
| Crawford Investment Counsel Inc | 2,585 | $136.1 萬 | 0.03% | +53+2.1% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 2,586 | $136.1 萬 | 0.61% | +2,586 | 新進 |
| Wolf Group Capital Advisors | 2,834 | $136.2 萬 | 0.65% | −14−0.5% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,589 | $136.3 萬 | 1.15% | 00.0% | 不變 |
| Archer Investment Corp | 2,593 | $136.5 萬 | 0.44% | +106+4.3% | 加碼 |
| Alta Advisers Ltd | 2,600 | $136.9 萬 | 0.73% | 00.0% | 不變 |
| Tandem Capital Management Corp | 2,604 | $137.1 萬 | 0.85% | −91−3.4% | 減碼 |
| Childress Capital Advisors, LLC | 2,608 | $137.3 萬 | 0.41% | −87−3.2% | 減碼 |
| Meridian Financial Partners LLC | 2,664 | $137.6 萬 | 1.41% | −3−0.1% | 減碼 |
| Investment Partners, Ltd. | 2,618 | $137.8 萬 | 0.68% | −4−0.2% | 減碼 |
| Evermay Wealth Management LLC | 2,624 | $138.1 萬 | 0.26% | −737−21.9% | 減碼 |
| Riverview Trust Co | 2,629 | $138.4 萬 | 1.41% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 2,629 | $138.4 萬 | 0.07% | +50+1.9% | 加碼 |
| Northeast Investment Management | 2,630 | $138.5 萬 | 0.07% | −2,380−47.5% | 減碼 |
| Mirabella Financial Services LLP | 2,633 | $138.6 萬 | 0.20% | +2,633 | 新進 |
| Cladis Investment Advisory, LLC | 2,639 | $138.9 萬 | 1.09% | −15−0.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,640 | $139.0 萬 | 0.30% | −10−0.4% | 減碼 |
| Northeast Financial Group, Inc. | 2,644 | $139.2 萬 | 0.68% | −1,074−28.9% | 減碼 |
| Atlas Capital Advisors LLC | 2,648 | $139.4 萬 | 0.20% | −8−0.3% | 減碼 |
| First National Bank of Hutchinson | 2,666 | $140.4 萬 | 1.01% | −26−1.0% | 減碼 |
| Apeiron RIA LLC | 2,671 | $140.6 萬 | 0.44% | +44+1.7% | 加碼 |
| LaFleur & Godfrey LLC | 2,672 | $140.7 萬 | 0.21% | −288−9.7% | 減碼 |
| Perennial Investment Advisors, LLC | 2,674 | $140.8 萬 | 0.23% | −3−0.1% | 減碼 |
| Financial Advisors Network, Inc. | 2,678 | $141.0 萬 | 0.28% | +93+3.6% | 加碼 |
| Droms Strauss Advisors Inc | 2,678 | $141.0 萬 | 0.55% | −24−0.9% | 減碼 |
| Camden Capital, LLC | 2,682 | $141.2 萬 | 0.14% | −100−3.6% | 減碼 |
| RMR Wealth Builders | 2,682 | $141.2 萬 | 0.20% | +370+16.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,689 | $141.6 萬 | 0.20% | +173+6.9% | 加碼 |
| Stokes Family Office, LLC | 2,690 | $141.6 萬 | 0.19% | −4,158−60.7% | 減碼 |
| Garrison Point Advisors, LLC | 2,693 | $141.8 萬 | 1.00% | 00.0% | 不變 |
| TLWM | 2,695 | $141.9 萬 | 0.34% | −4−0.1% | 減碼 |
| Caldwell Investment Management Ltd. | 2,690 | $141.9 萬 | 1.09% | 00.0% | 不變 |
| Codex Capital, L.L.C. | 2,700 | $142.1 萬 | 0.83% | 00.0% | 不變 |
| ERn Financial, LLC | 2,759 | $142.5 萬 | 0.27% | +128+4.9% | 加碼 |
| Hillsdale Investment Management Inc. | 2,707 | $142.5 萬 | 0.12% | −10−0.4% | 減碼 |
| Beck Capital Management, LLC | 2,708 | $142.6 萬 | 0.49% | +2,708 | 新進 |
| Crestwood Advisors Group LLC | 2,710 | $142.7 萬 | 0.03% | +299+12.4% | 加碼 |
| Aaron Wealth Advisors | 2,712 | $142.8 萬 | 0.24% | +324+13.6% | 加碼 |
| KFA Private Wealth Group, LLC | 2,715 | $142.9 萬 | 0.51% | +21+0.8% | 加碼 |
| Van Den Berg Management I, Inc | 2,719 | $143.1 萬 | 0.48% | −17−0.6% | 減碼 |
| Covenant Partners, LLC | 2,725 | $143.5 萬 | 0.45% | −10−0.4% | 減碼 |
| DGS Capital Management, LLC | 2,726 | $143.5 萬 | 0.55% | +163+6.4% | 加碼 |
| Live Oak Investment Partners | – | $143.8 萬 | 1.31% | – | – |
| Oak Hill Wealth Advisors, LLC | 2,737 | $144.1 萬 | 0.50% | −43−1.5% | 減碼 |
| Financial Insights, Inc. | 2,738 | $144.1 萬 | 0.45% | +92+3.5% | 加碼 |
| Wallace Advisory Group, LLC | 2,874 | $144.9 萬 | 1.13% | +78+2.8% | 加碼 |
| Bluesphere Advisors, LLC | 2,754 | $145.0 萬 | 0.90% | +140+5.4% | 加碼 |
| Kensington Investment Counsel, LLC | 2,758 | $145.2 萬 | 0.76% | −29−1.0% | 減碼 |
| CFS Investment Advisory Services, LLC | 2,760 | $145.3 萬 | 0.26% | +979+55.0% | 加碼 |
| Ellis Investment Partners, LLC | 2,768 | $145.7 萬 | 0.34% | −45−1.6% | 減碼 |
| Charles Schwab Trust Co | 2,772 | $146.0 萬 | 0.14% | +416+17.7% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,714 | $146.0 萬 | 0.44% | +199+7.9% | 加碼 |
| CNB Bank | 2,777 | $146.2 萬 | 0.79% | +94+3.5% | 加碼 |
| Sivia Capital Partners, LLC | 2,777 | $146.2 萬 | 1.11% | +2,777 | 新進 |
| Pennsylvania Capital Management Inc | 2,793 | $147.0 萬 | 0.58% | −124−4.3% | 減碼 |
| Humankind Investments LLC | 2,796 | $147.2 萬 | 0.44% | −234−7.7% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,886 | $147.4 萬 | 0.60% | +1,002+53.2% | 加碼 |
| OV Management LLC | 2,800 | $147.4 萬 | 1.22% | +2,800 | 新進 |
| Baldwin Brothers Inc | 2,801 | $147.5 萬 | 0.12% | +61+2.2% | 加碼 |
| Baldwin Investment Management, LLC | 2,801 | $147.5 萬 | 0.23% | +160+6.1% | 加碼 |
| Hoey Investments, Inc | 2,802 | $147.5 萬 | 0.42% | −201−6.7% | 減碼 |
| Cambridge Advisors Inc. | 2,807 | $147.8 萬 | 0.37% | −200−6.7% | 減碼 |
| Absolute Capital Management, LLC | 2,808 | $147.8 萬 | 1.34% | −2−0.1% | 減碼 |
| Qsemble Capital Management, LP | 2,809 | $147.9 萬 | 0.37% | +2,809 | 新進 |
| BancorpSouth Bank | 2,820 | $148.5 萬 | 0.12% | −16−0.6% | 減碼 |
| Bremer Bank National Association | 2,820 | $148.5 萬 | 0.28% | +190+7.2% | 加碼 |
| V-Square Quantitative Management LLC | 2,824 | $148.7 萬 | 0.35% | +726+34.6% | 加碼 |
| Bank of Stockton | 2,954 | $148.8 萬 | 0.49% | −157−5.0% | 減碼 |
| Stonebrook Private Inc. | 2,826 | $148.8 萬 | 0.50% | +2,826 | 新進 |
| Cim Investment Mangement Inc | 2,839 | $149.5 萬 | 0.48% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,841 | $149.6 萬 | 0.13% | +288+11.3% | 加碼 |
| Benjamin Edwards Inc | 2,845 | $149.8 萬 | 0.33% | −101−3.4% | 減碼 |
| Kingfisher Capital LLC | 2,845 | $149.8 萬 | 0.39% | −30−1.0% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 2,850 | $150.0 萬 | 0.92% | −24−0.8% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,851 | $150.1 萬 | 0.15% | −54−1.9% | 減碼 |
| E&G Advisors, LP | 2,852 | $150.1 萬 | 0.53% | +2+0.1% | 加碼 |
| Sargent Investment Group, LLC | 2,857 | $150.4 萬 | 0.33% | +271+10.5% | 加碼 |