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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 2,859 | $150.5 萬 | 0.30% | +2,859 | 新進 |
| LVM Capital Management Ltd | 2,861 | $150.6 萬 | 0.19% | 00.0% | 不變 |
| MBL Wealth, LLC | 2,865 | $150.8 萬 | 0.19% | +182+6.8% | 加碼 |
| Wealth Management Partners, LLC | 2,870 | $151.1 萬 | 0.84% | +10+0.3% | 加碼 |
| Altman Advisors, Inc. | 2,872 | $151.2 萬 | 0.79% | +15+0.5% | 加碼 |
| Diversified, LLC | 2,879 | $151.6 萬 | 0.33% | +134+4.9% | 加碼 |
| GoalVest Advisory LLC | 2,883 | $151.8 萬 | 0.67% | −96−3.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 2,895 | $152.4 萬 | 0.07% | −24−0.8% | 減碼 |
| Midland Wealth Advisors LLC | 2,896 | $152.5 萬 | 0.10% | +2,896 | 新進 |
| Wellington Shields Capital Management, LLC | 2,902 | $152.8 萬 | 0.19% | +2,335+411.8% | 加碼 |
| KPP Advisory Services LLC | 2,903 | $152.8 萬 | 1.34% | −495−14.6% | 減碼 |
| Edge Capital Group, LLC | 2,906 | $153.0 萬 | 0.09% | +29+1.0% | 加碼 |
| Orrstown Financial Services Inc | 2,907 | $153.0 萬 | 1.22% | +2,907 | 新進 |
| Monument Capital Management | 2,913 | $153.3 萬 | 0.49% | +230+8.6% | 加碼 |
| FirstPurpose Wealth LLC | 2,915 | $153.5 萬 | 0.58% | +37+1.3% | 加碼 |
| Leisure Capital Management | 2,916 | $153.5 萬 | 0.83% | −590−16.8% | 減碼 |
| First Financial Bank - Trust Division | 2,920 | $153.7 萬 | 0.16% | −64−2.1% | 減碼 |
| Planning Center, Inc. | 2,927 | $154.1 萬 | 0.36% | −10.0% | 減碼 |
| Cornerstone Advisory, LLC | 2,930 | $154.2 萬 | 0.24% | +132+4.7% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 2,936 | $154.5 萬 | 0.51% | −40−1.3% | 減碼 |
| Arbor Capital Management Inc | 2,853 | $154.6 萬 | 1.16% | −42−1.5% | 減碼 |
| Enterprise Financial Services Corp | 2,957 | $155.7 萬 | 0.95% | +17+0.6% | 加碼 |
| JPL Wealth Management, LLC | 2,960 | $155.8 萬 | 1.12% | +2,960 | 新進 |
| Legacy Bridge, LLC | 2,960 | $155.8 萬 | 1.01% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 2,963 | $156.0 萬 | 0.10% | −125−4.0% | 減碼 |
| Wealth Effects LLC | 2,971 | $156.4 萬 | 0.59% | +53+1.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,975 | $156.6 萬 | 0.31% | −94−3.1% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $157.9 萬 | 0.55% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 3,001 | $158.0 萬 | 0.00% | +299+11.1% | 加碼 |
| Signature Wealth Management Group | 3,004 | $158.2 萬 | 0.73% | +3,004 | 新進 |
| Golden State Equity Partners | 3,006 | $158.3 萬 | 0.38% | −224−6.9% | 減碼 |
| Fortis Capital Management LLC | 3,014 | $158.7 萬 | 0.41% | +311+11.5% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,019 | $159.0 萬 | 0.77% | +80+2.7% | 加碼 |
| Delta Financial Advisors LLC | 3,030 | $159.5 萬 | 0.69% | −791−20.7% | 減碼 |
| Heritage Wealth Management, LLC | 3,039 | $160.0 萬 | 0.87% | +3,039 | 新進 |
| Tolleson Wealth Management, Inc. | 3,040 | $160.0 萬 | 0.33% | +11+0.4% | 加碼 |
| Central Valley Advisors, LLC | 3,042 | $160.1 萬 | 0.94% | +3,042 | 新進 |
| Patton Albertson Miller Group, LLC | 3,041 | $160.1 萬 | 0.27% | +150+5.2% | 加碼 |
| Yarbrough Capital, LLC | 3,043 | $160.2 萬 | 0.08% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 3,047 | $160.4 萬 | 0.52% | +3,047 | 新進 |
| Westhampton Capital, LLC | 3,054 | $160.8 萬 | 0.96% | −13−0.4% | 減碼 |
| Samalin Investment Counsel, LLC | 3,057 | $161.0 萬 | 0.81% | −8−0.3% | 減碼 |
| One Capital Management, LLC | 3,058 | $161.0 萬 | 0.06% | −63−2.0% | 減碼 |
| FCG Investment Co | 3,064 | $161.3 萬 | 1.58% | +3,064 | 新進 |
| Financial Network Wealth Management LLC | 3,066 | $161.4 萬 | 0.70% | 00.0% | 不變 |
| CRA Financial Services, LLC | 3,074 | $161.9 萬 | 0.40% | −129−4.0% | 減碼 |
| Beacon Financial Group | 3,078 | $162.0 萬 | 0.20% | +404+15.1% | 加碼 |
| Pacific Capital Partners Ltd | 3,080 | $162.2 萬 | 1.22% | 00.0% | 不變 |
| Smith, Salley & Associates | 3,082 | $162.3 萬 | 0.10% | +120+4.1% | 加碼 |
| Scissortail Wealth Management, LLC | 3,221 | $162.5 萬 | 0.51% | +3,221 | 新進 |
| MWA Asset Management | 3,088 | $162.5 萬 | 1.34% | +21+0.7% | 加碼 |
| Ar Asset Management Inc | 3,090 | $162.7 萬 | 0.43% | 00.0% | 不變 |
| First County Bank | 3,094 | $162.9 萬 | 0.79% | −43−1.4% | 減碼 |
| Cullen Investment Group, Ltd. | 3,096 | $163.0 萬 | 0.29% | +3,096 | 新進 |
| Vectors Research Management, LLC | 3,080 | $163.1 萬 | 0.46% | +23+0.8% | 加碼 |
| Privium Fund Management (UK) Ltd | 3,026 | $163.2 萬 | 1.11% | −1,950−39.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,101 | $163.3 萬 | 0.15% | +200+6.9% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 3,108 | $163.6 萬 | 1.52% | +81+2.7% | 加碼 |
| BKD Wealth Advisors, LLC | 3,108 | $163.6 萬 | 0.05% | −198−6.0% | 減碼 |
| Mechanics Financial Corp | 3,115 | $164.0 萬 | 0.92% | −2−0.1% | 減碼 |
| Lavaca Capital LLC | 3,119 | $164.2 萬 | 1.00% | −6,529−67.7% | 減碼 |
| BigSur Wealth Management LLC | 3,123 | $164.4 萬 | 0.78% | −16−0.5% | 減碼 |
| KC Investment Advisors, LLC | 3,124 | $164.5 萬 | 0.99% | −200−6.0% | 減碼 |
| JGP Global Gestao de Recursos Ltda. | 3,126 | $164.6 萬 | 1.61% | −10−0.3% | 減碼 |
| Intrua Financial, LLC | 3,136 | $165.1 萬 | 0.26% | +240+8.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,139 | $165.3 萬 | 0.31% | −119−3.7% | 減碼 |
| Lee Financial Co | 3,142 | $165.4 萬 | 0.29% | +5+0.2% | 加碼 |
| Sterling Investment Counsel, LLC | 3,145 | $165.6 萬 | 0.85% | −92−2.8% | 減碼 |
| Invera Wealth Advisors, LLC | 3,148 | $165.7 萬 | 1.04% | +3,148 | 新進 |
| Empire Financial Management Company, LLC | 3,149 | $165.8 萬 | 0.65% | +2,425+334.9% | 加碼 |
| Institute for Wealth Management, LLC. | 3,152 | $165.9 萬 | 0.27% | −15−0.5% | 減碼 |
| Brand Asset Management Group, Inc. | 3,162 | $166.5 萬 | 0.76% | +109+3.6% | 加碼 |
| Colonial River Wealth Management, LLC | 3,166 | $166.7 萬 | 0.99% | +733+30.1% | 加碼 |
| S. R. Schill & Associates | 3,168 | $166.8 萬 | 0.74% | −98−3.0% | 減碼 |
| Brendel Financial Advisors LLC | 3,170 | $166.9 萬 | 1.09% | +3,170 | 新進 |
| Palumbo Wealth Management LLC | 3,172 | $167.0 萬 | 0.85% | −167−5.0% | 減碼 |
| Prosperitas Financial LLC | 3,175 | $167.1 萬 | 1.23% | +249+8.5% | 加碼 |
| Mason & Associates Inc | 3,177 | $167.3 萬 | 0.49% | −86−2.6% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 3,179 | $167.4 萬 | 0.44% | +619+24.2% | 加碼 |
| Allstate Corp | 3,206 | $168.8 萬 | 0.12% | −182−5.4% | 減碼 |
| OneAscent Financial Services LLC | 3,208 | $168.9 萬 | 0.21% | +169+5.6% | 加碼 |
| Foster Group, Inc. | 3,353 | $169.0 萬 | 0.10% | 00.0% | 不變 |
| Laraway Financial Inc | 3,219 | $169.5 萬 | 1.61% | −74−2.2% | 減碼 |
| Jump Financial, LLC | 3,219 | $169.5 萬 | 0.05% | +3,219 | 新進 |
| Zullo Investment Group, Inc. | 3,222 | $169.6 萬 | 0.87% | +55+1.7% | 加碼 |
| Ramirez Asset Management, Inc. | 3,240 | $170.6 萬 | 0.35% | 00.0% | 不變 |
| Matrix Trust Co | 3,242 | $170.7 萬 | 0.40% | +3,242 | 新進 |
| Ellevest, Inc. | 3,246 | $170.9 萬 | 0.12% | +186+6.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,282 | $172.8 萬 | 0.36% | +185+6.0% | 加碼 |
| Ifrah Financial Services, Inc. | 3,282 | $172.8 萬 | 0.51% | −271−7.6% | 減碼 |
| Investment Advisory Services Inc | 3,288 | $173.1 萬 | 0.68% | +32+1.0% | 加碼 |
| Money Concepts Capital Corp | 3,282 | $173.3 萬 | 0.16% | −239−6.8% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,296 | $173.5 萬 | 0.69% | −35−1.1% | 減碼 |
| CSU Producer Resources, Inc. | 3,300 | $173.7 萬 | 6.10% | 00.0% | 不變 |
| Paragon Advisors, LLC | 3,300 | $173.7 萬 | 0.73% | +43+1.3% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 3,307 | $174.1 萬 | 1.04% | +3,307 | 新進 |
| Synergy Financial Management, LLC | 3,307 | $174.1 萬 | 0.31% | −13,770−80.6% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,316 | $174.6 萬 | 0.81% | +216+7.0% | 加碼 |
| Cito Capital Group, LLC | 3,326 | $175.1 萬 | 0.75% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 3,326 | $175.1 萬 | 0.30% | +75+2.3% | 加碼 |