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 |
|---|---|---|---|---|---|
| Capricorn Fund Managers Ltd | 6,484 | $341.4 萬 | 1.88% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 6,485 | $341.4 萬 | 1.65% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,487 | $341.5 萬 | 0.21% | +479+8.0% | 加碼 |
| GeoWealth Management, LLC | 6,505 | $342.4 萬 | 0.28% | +5,587+608.6% | 加碼 |
| Wambolt & Associates, LLC | 6,510 | $342.7 萬 | 1.12% | +428+7.0% | 加碼 |
| Foster & Motley Inc | 6,514 | $342.9 萬 | 0.25% | −556−7.9% | 減碼 |
| RFG Advisory, LLC | 6,547 | $344.7 萬 | 0.13% | +23+0.4% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,552 | $344.9 萬 | 1.60% | −41−0.6% | 減碼 |
| Hilltop Holdings Inc. | 6,556 | $345.1 萬 | 0.39% | +39+0.6% | 加碼 |
| Red Cedar Investment Management, LLC | 6,573 | $346.0 萬 | 0.50% | +306+4.9% | 加碼 |
| First Horizon Advisors, Inc. | 6,585 | $346.7 萬 | 0.11% | +59+0.9% | 加碼 |
| Carret Asset Management, LLC | 6,586 | $346.7 萬 | 0.44% | +51+0.8% | 加碼 |
| Parisi Gray Wealth Management | 6,591 | $347.0 萬 | 1.41% | +24+0.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 6,594 | $347.2 萬 | 0.20% | +36+0.5% | 加碼 |
| Cetera Trust Company, N.A | 6,595 | $347.2 萬 | 2.16% | +6,595 | 新進 |
| Jessup Wealth Management, Inc | 6,619 | $348.4 萬 | 1.74% | +9+0.1% | 加碼 |
| Van Leeuwen & Company, LLC | 6,621 | $348.6 萬 | 2.03% | +938+16.5% | 加碼 |
| Grove Bank & Trust | 6,623 | $348.7 萬 | 0.64% | +64+1.0% | 加碼 |
| Covenant Asset Management, LLC | 6,640 | $349.6 萬 | 0.97% | −29−0.4% | 減碼 |
| Sweet Financial Partners, LLC | 6,654 | $350.3 萬 | 0.83% | +348+5.5% | 加碼 |
| Centric Wealth Management | 6,966 | $350.4 萬 | 1.15% | +338+5.1% | 加碼 |
| JB Capital LLC | 6,660 | $350.7 萬 | 0.26% | +162+2.5% | 加碼 |
| Skopos Labs, Inc. | 6,666 | $350.9 萬 | 1.67% | +6,666 | 新進 |
| Valley Brook Capital Group | 6,671 | $351.2 萬 | 3.06% | +30+0.5% | 加碼 |
| Royal Capital Wealth Management, LLC | 6,680 | $351.7 萬 | 3.05% | −85−1.3% | 減碼 |
| Dempze Nancy E | 6,684 | $351.9 萬 | 2.94% | +414+6.6% | 加碼 |
| Pathway Financial Advisers, LLC | 6,688 | $352.1 萬 | 1.34% | +8+0.1% | 加碼 |
| Bollard Group LLC | 6,700 | $352.7 萬 | 0.12% | −79−1.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,705 | $353.0 萬 | 0.26% | +5+0.1% | 加碼 |
| LGT Fund Management Co Ltd. | 6,760 | $354.8 萬 | 1.52% | 00.0% | 不變 |
| Capital City Trust Co | 6,742 | $354.9 萬 | 1.06% | +327+5.1% | 加碼 |
| WealthShield Partners, LLC | 6,755 | $355.6 萬 | 0.59% | +1,682+33.2% | 加碼 |
| Laidlaw Wealth Management LLC | 6,775 | $356.7 萬 | 1.30% | −492−6.8% | 減碼 |
| Secured Retirement Advisors, LLC | 6,803 | $358.2 萬 | 3.44% | +6,803 | 新進 |
| Berkshire Bank | 6,807 | $358.4 萬 | 0.95% | −107−1.5% | 減碼 |
| Farmers Trust Co | 6,848 | $360.5 萬 | 0.75% | −1,370−16.7% | 減碼 |
| Shayne & Co., LLC | 6,924 | $364.5 萬 | 1.13% | −23−0.3% | 減碼 |
| Sigma Planning Corp | 6,928 | $364.7 萬 | 0.29% | −8,041−53.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 6,957 | $366.3 萬 | 0.45% | −176−2.5% | 減碼 |
| Decatur Capital Management, Inc. | 6,959 | $366.4 萬 | 2.20% | +510+7.9% | 加碼 |
| Forum Financial Management, LP | 6,970 | $366.9 萬 | 0.07% | −360−4.9% | 減碼 |
| Vise Technologies, Inc. | 6,986 | $367.8 萬 | 0.79% | +573+8.9% | 加碼 |
| Fairbanks Capital Management, Inc. | 6,990 | $368.0 萬 | 2.63% | +364+5.5% | 加碼 |
| Accent Capital Management, LLC | 7,017 | $369.4 萬 | 2.92% | +7,017 | 新進 |
| SevenBridge Financial Group, LLC | 7,029 | $370.0 萬 | 0.87% | +141+2.0% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 7,045 | $370.9 萬 | 0.94% | −401−5.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 7,071 | $372.2 萬 | 0.39% | +7,071 | 新進 |
| Condor Capital Management | 7,073 | $372.4 萬 | 0.40% | +28+0.4% | 加碼 |
| Pinnacle West Asset Management, Inc. | 7,085 | $373.0 萬 | 3.20% | +165+2.4% | 加碼 |
| MPS Loria Financial Planners, LLC | 7,119 | $374.8 萬 | 1.32% | +36+0.5% | 加碼 |
| Mirabaud & Cie SA | 7,121 | $374.9 萬 | 1.25% | +7,121 | 新進 |
| Consolidated Capital Management, LLC | 7,133 | $375.5 萬 | 2.00% | +2,165+43.6% | 加碼 |
| Birch Capital Management, LLC | 7,158 | $376.8 萬 | 2.16% | +346+5.1% | 加碼 |
| Bey-Douglas LLC | 7,161 | $377.0 萬 | 3.87% | +7,161 | 新進 |
| Fidelis Capital Partners, LLC | 7,169 | $377.4 萬 | 0.83% | +1,669+30.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 7,187 | $378.4 萬 | 0.58% | −82−1.1% | 減碼 |
| Delta Capital Management LLC | 7,190 | $378.5 萬 | 2.64% | −55−0.8% | 減碼 |
| Roanoke Asset Management Corp | 7,205 | $379.3 萬 | 1.41% | −50−0.7% | 減碼 |
| S.E.E.D. Planning Group LLC | 7,213 | $379.7 萬 | 1.53% | −162−2.2% | 減碼 |
| Atlas Private Wealth Management | 7,254 | $381.9 萬 | 1.80% | +456+6.7% | 加碼 |
| Accurate Wealth Management, LLC | 7,086 | $382.4 萬 | 1.19% | −159−2.2% | 減碼 |
| Accredited Investors Inc. | 7,297 | $384.2 萬 | 0.27% | −112−1.5% | 減碼 |
| Bensler, LLC | 7,313 | $385.0 萬 | 0.64% | +20+0.3% | 加碼 |
| Piscataqua Savings Bank | 7,327 | $385.7 萬 | 3.60% | −128−1.7% | 減碼 |
| Great Diamond Partners, LLC | 7,387 | $388.9 萬 | 0.96% | +115+1.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 7,387 | $388.9 萬 | 0.80% | −1,203−14.0% | 減碼 |
| Wintrust Investments LLC | 7,402 | $389.7 萬 | 0.38% | +206+2.9% | 加碼 |
| BFSG, LLC | 7,439 | $391.7 萬 | 0.57% | −71−0.9% | 減碼 |
| Brevan Howard Capital Management LP | 7,442 | $391.8 萬 | 0.39% | +7,442 | 新進 |
| Ontario Teachers Pension Plan Board | 7,470 | $393.3 萬 | 0.04% | −3,767−33.5% | 減碼 |
| PACK Private Wealth, LLC | 7,472 | $393.4 萬 | 2.65% | −2,020−21.3% | 減碼 |
| Hohimer Wealth Management, LLC | 7,476 | $393.6 萬 | 1.00% | −24−0.3% | 減碼 |
| Regency Capital Management Inc. | 7,479 | $393.7 萬 | 2.65% | −1,002−11.8% | 減碼 |
| Resolute Capital Asset Partners LLC | 7,500 | $394.8 萬 | 2.57% | +7,500 | 新進 |
| Olstein Capital Management, L.P. | 7,500 | $394.9 萬 | 0.67% | −6,000−44.4% | 減碼 |
| Greenline Partners, LLC | 7,523 | $396.1 萬 | 0.67% | −36−0.5% | 減碼 |
| Cynosure Management, LLC | 7,523 | $396.2 萬 | 0.71% | +3,746+99.2% | 加碼 |
| Financial Advisory Partners, LLC | 7,527 | $396.3 萬 | 1.44% | −117−1.5% | 減碼 |
| Principle Wealth Partners LLC | 7,530 | $396.4 萬 | 0.34% | +119+1.6% | 加碼 |
| Stanley-Laman Group, Ltd. | 7,530 | $396.4 萬 | 0.61% | −1,537−17.0% | 減碼 |
| Studio Investment Management LLC | 7,535 | $396.7 萬 | 1.01% | −383−4.8% | 減碼 |
| Banco de Sabadell, S.A | 7,547 | $397.4 萬 | 3.02% | −38−0.5% | 減碼 |
| Advocate Group LLC | 7,563 | $398.2 萬 | 0.85% | +65+0.9% | 加碼 |
| Cox Capital Mgt LLC | 7,570 | $398.5 萬 | 2.60% | +1,478+24.3% | 加碼 |
| Westover Capital Advisors, LLC | 7,573 | $398.7 萬 | 1.30% | +105+1.4% | 加碼 |
| Harrell Investment Partners, LLC | 7,575 | $398.8 萬 | 1.24% | +322+4.4% | 加碼 |
| Murphy Pohlad Asset Management LLC | 7,609 | $400.6 萬 | 1.66% | −168−2.2% | 減碼 |
| Cypress Capital Group | 7,619 | $401.1 萬 | 0.52% | +671+9.7% | 加碼 |
| Harbour Investment Management LLC | 7,621 | $401.2 萬 | 2.09% | 00.0% | 不變 |
| Abbrea Capital, LLC | 7,645 | $402.5 萬 | 0.58% | +245+3.3% | 加碼 |
| South State Corp. | 7,658 | $403.2 萬 | 0.34% | +241+3.2% | 加碼 |
| Morton Community Bank | 7,663 | $403.4 萬 | 1.32% | +7,663 | 新進 |
| Financial Partners Group, LLC | 7,683 | $404.5 萬 | 1.83% | +263+3.5% | 加碼 |
| Archford Capital Strategies, LLC | 7,711 | $406.0 萬 | 0.74% | +894+13.1% | 加碼 |
| Shorepoint Capital Partners LLC | 7,718 | $406.3 萬 | 1.09% | −490−6.0% | 減碼 |
| RDA Financial Network | 7,725 | $406.7 萬 | 1.54% | +1,721+28.7% | 加碼 |
| CWA Asset Management Group, LLC | 7,744 | $407.7 萬 | 0.28% | +2,143+38.3% | 加碼 |
| Farther Finance Advisors, LLC | 7,750 | $408.0 萬 | 0.29% | +3,861+99.3% | 加碼 |
| Ashford Capital Management Inc | 7,755 | $408.3 萬 | 0.55% | +3,131+67.7% | 加碼 |
| Soltis Investment Advisors LLC | 7,766 | $408.9 萬 | 0.46% | +133+1.7% | 加碼 |