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 |
|---|---|---|---|---|---|
| Barings LLC | 7,769 | $409.0 萬 | 0.13% | −55−0.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,785 | $409.9 萬 | 0.48% | +10+0.1% | 加碼 |
| Belpointe Asset Management LLC | 7,795 | $410.4 萬 | 0.36% | +172+2.3% | 加碼 |
| Family Legacy, Inc. | 7,800 | $410.7 萬 | 1.57% | −111−1.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 7,817 | $411.5 萬 | 0.33% | −453−5.5% | 減碼 |
| Elgethun Capital Management | 7,826 | $412.0 萬 | 1.17% | +14+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 7,827 | $412.1 萬 | 0.54% | +7,022+872.3% | 加碼 |
| Lee Danner & Bass Inc | 7,828 | $412.1 萬 | 0.35% | +7,083+950.7% | 加碼 |
| Wedmont Private Capital | 7,698 | $413.0 萬 | 0.34% | +1,243+19.3% | 加碼 |
| Affiance Financial, LLC | 7,845 | $413.0 萬 | 1.20% | −13−0.2% | 減碼 |
| Sitrin Capital Management LLC | 7,855 | $413.5 萬 | 2.41% | −144−1.8% | 減碼 |
| Next Century Growth Investors LLC | 7,856 | $413.6 萬 | 0.40% | +1,925+32.5% | 加碼 |
| Sandhill Capital Partners LLC | 7,886 | $415.2 萬 | 0.34% | −823−9.4% | 減碼 |
| Union Heritage Capital, LLC | 7,900 | $415.9 萬 | 2.16% | 00.0% | 不變 |
| Zega Financial, LLC | 7,903 | $416.1 萬 | 1.73% | +7,903 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 7,926 | $417.3 萬 | 0.24% | −613−7.2% | 減碼 |
| Founders Financial Securities LLC | 7,939 | $418.0 萬 | 0.46% | +1,456+22.5% | 加碼 |
| Cordatus Wealth Management LLC | 7,958 | $418.9 萬 | 3.47% | −120−1.5% | 減碼 |
| Notis-McConarty Edward | 8,017 | $422.1 萬 | 1.68% | +907+12.8% | 加碼 |
| Equitable Trust Co | 8,040 | $423.3 萬 | 0.32% | −218−2.6% | 減碼 |
| Delaney Dennis R | 8,051 | $423.9 萬 | 2.51% | +925+13.0% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 8,054 | $424.0 萬 | 0.82% | +692+9.4% | 加碼 |
| Alaska Permanent Fund Corp | 8,058 | $424.2 萬 | 0.07% | +8,058 | 新進 |
| Daymark Wealth Partners, LLC | 117,852 | $424.4 萬 | 0.26% | +67+0.1% | 加碼 |
| Nilsine Partners, LLC | 8,088 | $425.8 萬 | 0.65% | −216−2.6% | 減碼 |
| Summit Trail Advisors, LLC | 8,108 | $426.9 萬 | 0.14% | +236+3.0% | 加碼 |
| Strategic Advisors LLC | 8,133 | $428.2 萬 | 0.81% | −133−1.6% | 減碼 |
| New Hampshire Trust | 8,144 | $428.8 萬 | 1.03% | +70+0.9% | 加碼 |
| SNS Financial Group, LLC | 8,153 | $429.2 萬 | 0.51% | −33−0.4% | 減碼 |
| Gsa Capital Partners LLP | 8,163 | $429.8 萬 | 0.36% | +8,163 | 新進 |
| Scott & Selber, Inc. | 8,185 | $430.9 萬 | 1.62% | −96−1.2% | 減碼 |
| Perfromance Wealth Partners, LLC | 8,203 | $431.9 萬 | 0.19% | +676+9.0% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 8,218 | $432.7 萬 | 2.46% | −181−2.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 8,222 | $432.9 萬 | 0.07% | −24−0.3% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,233 | $433.4 萬 | 1.37% | −135−1.6% | 減碼 |
| Summit Global Investments | 8,283 | $436.1 萬 | 0.29% | −17,518−67.9% | 減碼 |
| Becker Capital Management Inc | 8,291 | $436.5 萬 | 0.16% | −251−2.9% | 減碼 |
| Private Wealth Strategies, L.L.C. | 8,299 | $436.9 萬 | 0.97% | +10.0% | 加碼 |
| Shufro Rose & Co LLC | 8,667 | $437.0 萬 | 0.42% | −25−0.3% | 減碼 |
| Dorchester Wealth Management Co | 8,304 | $437.2 萬 | 0.81% | −95−1.1% | 減碼 |
| VGI Partners Ltd | 8,316 | $437.8 萬 | 0.47% | +1,041+14.3% | 加碼 |
| Virtu Financial LLC | 8,344 | $439.3 萬 | 0.35% | +8,344 | 新進 |
| Transcend Wealth Collective, LLC | 8,351 | $439.6 萬 | 0.39% | +179+2.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 8,374 | $440.9 萬 | 1.38% | +645+8.3% | 加碼 |
| West Branch Capital LLC | 8,387 | $441.6 萬 | 2.08% | +157+1.9% | 加碼 |
| Hyman Charles D | 8,390 | $441.7 萬 | 0.26% | +434+5.5% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 8,398 | $442.1 萬 | 1.30% | +8,398 | 新進 |
| Pensionfund Sabic | 8,400 | $442.2 萬 | 1.39% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 8,402 | $442.3 萬 | 1.68% | +8,402 | 新進 |
| Insigneo Advisory Services, LLC | 8,405 | $442.5 萬 | 0.62% | +3,169+60.5% | 加碼 |
| NWK Group, Inc. | 8,428 | $443.7 萬 | 2.28% | +8,428 | 新進 |
| Beverly Hills Private Wealth, LLC | 8,435 | $444.1 萬 | 1.16% | −85−1.0% | 減碼 |
| Gouws Capital LLC | 8,450 | $444.9 萬 | 3.62% | +439+5.5% | 加碼 |
| Viawealth, LLC | 8,462 | $445.5 萬 | 3.06% | −1,014−10.7% | 減碼 |
| MMBG Investment Advisors Co. | 8,493 | $447.1 萬 | 0.53% | −190−2.2% | 減碼 |
| Knollwood Investment Advisory, LLC | 8,495 | $447.2 萬 | 0.93% | +8,495 | 新進 |
| Larson Financial Group LLC | 8,497 | $447.3 萬 | 0.39% | −196−2.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 8,497 | $447.3 萬 | 0.43% | −114−1.3% | 減碼 |
| TFG Advisers LLC | 8,506 | $447.8 萬 | 1.88% | −85−1.0% | 減碼 |
| Fortis Group Advisors, LLC | 9,480 | $448.0 萬 | 1.11% | 00.0% | 不變 |
| Clarius Group, LLC | 8,516 | $448.3 萬 | 0.37% | −352−4.0% | 減碼 |
| Nicollet Investment Management, Inc. | 8,521 | $448.6 萬 | 1.83% | −245−2.8% | 減碼 |
| Boston Financial Mangement LLC | 8,523 | $448.7 萬 | 0.15% | −8,593−50.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,583 | $451.9 萬 | 1.20% | −152−1.7% | 減碼 |
| Vista Investment Partners LLC | 8,587 | $452.1 萬 | 1.66% | +8,587 | 新進 |
| Community Bank, N.A. | 8,628 | $454.2 萬 | 0.59% | −167−1.9% | 減碼 |
| Optimum Investment Advisors | 8,660 | $455.9 萬 | 2.29% | −360−4.0% | 減碼 |
| Alcosta Capital Management, Inc. | 8,687 | $457.3 萬 | 3.31% | −50−0.6% | 減碼 |
| Mattern Wealth Management LLC | 8,697 | $457.9 萬 | 1.18% | +523+6.4% | 加碼 |
| MONECO Advisors, LLC | 8,698 | $457.9 萬 | 0.87% | +4,879+127.8% | 加碼 |
| Little House Capital LLC | 8,707 | $458.4 萬 | 1.67% | +204+2.4% | 加碼 |
| Capital Insight Partners, LLC | 8,713 | $458.7 萬 | 0.94% | −107−1.2% | 減碼 |
| Institutional & Family Asset Management, LLC | 8,721 | $459.1 萬 | 0.76% | −1,092−11.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 8,722 | $459.2 萬 | 0.44% | −196−2.2% | 減碼 |
| GLOBALT Investments LLC | 8,750 | $460.7 萬 | 0.19% | +8,750 | 新進 |
| Plimoth Trust Co LLC | 8,757 | $461.0 萬 | 1.33% | −159−1.8% | 減碼 |
| We Are One Seven, LLC | 8,760 | $461.2 萬 | 0.27% | +1,917+28.0% | 加碼 |
| Benson Investment Management Company, Inc. | 8,789 | $462.7 萬 | 2.37% | +54+0.6% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 8,825 | $464.6 萬 | 0.49% | −12,435−58.5% | 減碼 |
| Citizens Business Bank | 8,835 | $465.1 萬 | 1.03% | −316−3.5% | 減碼 |
| Moors & Cabot, Inc. | 8,838 | $465.3 萬 | 0.29% | +344+4.0% | 加碼 |
| Graypoint LLC | 8,911 | $469.1 萬 | 0.38% | +1,504+20.3% | 加碼 |
| HBW Advisory Services LLC | 8,915 | $469.3 萬 | 0.88% | −192−2.1% | 減碼 |
| S&CO Inc | 8,915 | $469.3 萬 | 0.36% | +4,511+102.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,915 | $469.3 萬 | 0.28% | −162−1.8% | 減碼 |
| Johnson Financial Group, Inc. | 8,917 | $469.5 萬 | 0.26% | −952−9.6% | 減碼 |
| Financial Advisory Service, Inc. | 8,967 | $472.1 萬 | 0.45% | +612+7.3% | 加碼 |
| Journey Advisory Group, LLC | 8,982 | $472.9 萬 | 0.64% | +28+0.3% | 加碼 |
| Bowen Hanes & Co Inc | 9,006 | $474.1 萬 | 0.14% | −37−0.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 9,010 | $474.3 萬 | 0.92% | 00.0% | 不變 |
| DeDora Capital, Inc. | 9,027 | $475.2 萬 | 1.67% | +174+2.0% | 加碼 |
| Orleans Capital Management Corp | 9,072 | $477.6 萬 | 3.21% | +220+2.5% | 加碼 |
| Moody National Bank Trust Division | 9,075 | $477.8 萬 | 0.37% | −10,076−52.6% | 減碼 |
| Mechanics Bank Trust Department | 9,078 | $477.9 萬 | 0.75% | −1,269−12.3% | 減碼 |
| Harbour Trust & Investment Management Co | 9,078 | $477.9 萬 | 0.67% | +9,078 | 新進 |
| Merit Financial Group, LLC | 9,078 | $478.0 萬 | 0.15% | −1,240−12.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 9,079 | $478.0 萬 | 0.36% | +20.0% | 加碼 |
| Templeton & Phillips Capital Management, LLC | 9,088 | $478.5 萬 | 4.88% | +412+4.7% | 加碼 |
| Lindenwold Advisors | 9,121 | $480.2 萬 | 2.73% | −51−0.6% | 減碼 |
| Gateway Advisory, LLC | 9,125 | $480.4 萬 | 0.92% | −274−2.9% | 減碼 |