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 |
|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 13,722 | $722.4 萬 | 5.84% | +48+0.4% | 加碼 |
| Eagle Capital Management, LLC | 13,762 | $724.5 萬 | 3.53% | −408−2.9% | 減碼 |
| Veriti Management LLC | 13,766 | $724.7 萬 | 0.65% | +4,602+50.2% | 加碼 |
| Puzo Michael J | 13,802 | $726.6 萬 | 2.31% | +1,012+7.9% | 加碼 |
| Carderock Capital Management Inc | 13,804 | $726.7 萬 | 2.01% | +191+1.4% | 加碼 |
| Griffin Asset Management, Inc. | 13,820 | $727.6 萬 | 0.92% | +986+7.7% | 加碼 |
| Bellecapital International Ltd. | 13,823 | $727.7 萬 | 1.65% | +193+1.4% | 加碼 |
| Perigon Wealth Management, LLC | 13,826 | $727.9 萬 | 0.24% | +843+6.5% | 加碼 |
| Asio Capital, LLC | 13,846 | $729.0 萬 | 1.70% | +59+0.4% | 加碼 |
| S&T Bank | 13,900 | $731.7 萬 | 1.35% | −613−4.2% | 減碼 |
| Fullerton Fund Management Co Ltd. | 13,923 | $733.0 萬 | 0.43% | +2,959+27.0% | 加碼 |
| Harbour Capital Advisors, LLC | 13,543 | $734.1 萬 | 2.01% | −24−0.2% | 減碼 |
| Conning Inc. | 13,945 | $734.2 萬 | 0.26% | −629−4.3% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 13,980 | $736.0 萬 | 2.02% | −228−1.6% | 減碼 |
| Nemes Rush Group LLC | 14,001 | $737.1 萬 | 1.19% | +320+2.3% | 加碼 |
| First Interstate Bank | 14,019 | $738.1 萬 | 0.55% | −628−4.3% | 減碼 |
| Thompson Investment Management, Inc. | 14,032 | $738.8 萬 | 1.19% | −618−4.2% | 減碼 |
| Lindbrook Capital, LLC | 14,059 | $740.2 萬 | 0.74% | +722+5.4% | 加碼 |
| Liberty Capital Management, Inc. | 14,162 | $745.6 萬 | 1.96% | −575−3.9% | 減碼 |
| SOL Capital Management CO | 14,168 | $745.9 萬 | 1.01% | −50−0.4% | 減碼 |
| Kidder Stephen W | 14,248 | $750.1 萬 | 2.42% | +477+3.5% | 加碼 |
| CAPROCK Group, Inc. | 14,256 | $750.5 萬 | 0.48% | +194+1.4% | 加碼 |
| Redwood Investments, LLC | 14,289 | $752.3 萬 | 1.96% | −1,061−6.9% | 減碼 |
| KMG Fiduciary Partners, LLC | 14,387 | $757.4 萬 | 0.88% | +234+1.7% | 加碼 |
| CMH Wealth Management LLC | 14,456 | $761.1 萬 | 1.84% | +455+3.2% | 加碼 |
| Valeo Financial Advisors, LLC | 14,476 | $762.1 萬 | 0.31% | +458+3.3% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 14,482 | $762.4 萬 | 4.34% | −66−0.5% | 減碼 |
| Wedge Capital Management L L P | 14,491 | $762.9 萬 | 0.14% | −2,904−16.7% | 減碼 |
| Asset Dedication, LLC | 14,359 | $763.8 萬 | 0.62% | +495+3.6% | 加碼 |
| Burns J W & Co Inc | 14,519 | $764.4 萬 | 1.13% | +54+0.4% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 14,571 | $767.1 萬 | 0.64% | +2,057+16.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 14,595 | $768.4 萬 | 0.30% | +3,120+27.2% | 加碼 |
| HBK Sorce Advisory LLC | 14,648 | $771.2 萬 | 0.30% | −1,086−6.9% | 減碼 |
| RNC Capital Management LLC | 14,701 | $774.0 萬 | 0.46% | +161+1.1% | 加碼 |
| Legacy Advisors, LLC | 14,742 | $776.1 萬 | 1.00% | −925−5.9% | 減碼 |
| TrinityPoint Wealth, LLC | 14,774 | $777.8 萬 | 1.41% | +7,489+102.8% | 加碼 |
| Red Door Wealth Management, LLC | 14,777 | $778.0 萬 | 1.69% | +615+4.3% | 加碼 |
| Colonial Trust Co | 14,809 | $779.7 萬 | 1.62% | +1,332+9.9% | 加碼 |
| Brown Shipley& Co Ltd | 14,834 | $781.0 萬 | 3.87% | +2,758+22.8% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 14,867 | $782.7 萬 | 2.51% | −928−5.9% | 減碼 |
| Exchange Traded Concepts, LLC | 14,964 | $787.8 萬 | 0.21% | −17,149−53.4% | 減碼 |
| Marietta Wealth Management, LLC | 14,969 | $788.1 萬 | 1.40% | +87+0.6% | 加碼 |
| Alapocas Investment Partners, Inc. | 14,982 | $788.8 萬 | 4.99% | +99+0.7% | 加碼 |
| Schechter Investment Advisors, LLC | 15,079 | $793.8 萬 | 0.69% | −409−2.6% | 減碼 |
| Consolidated Planning Corp | 15,079 | $793.9 萬 | 1.48% | +107+0.7% | 加碼 |
| Jackson Wealth Management, LLC | 15,108 | $795.4 萬 | 1.05% | +223+1.5% | 加碼 |
| Lester Murray Antman dba SimplyRich | 15,185 | $799.4 萬 | 2.75% | −91−0.6% | 減碼 |
| Alley Investment Management Company, LLC | 15,226 | $801.6 萬 | 1.17% | +5,562+57.6% | 加碼 |
| Pavadi Capital LLC | 15,271 | $804.0 萬 | 9.90% | +7,560+98.0% | 加碼 |
| Blue Fin Capital, Inc. | 15,295 | $805.3 萬 | 2.07% | +434+2.9% | 加碼 |
| Davy Global Fund Management Ltd | 15,344 | $807.8 萬 | 0.95% | +14,802+2,731.0% | 加碼 |
| Wright Investors Service Inc | 15,483 | $815.1 萬 | 2.30% | −3,352−17.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 15,488 | $815.4 萬 | 0.96% | −502−3.1% | 減碼 |
| Lincoln National Corp | 15,489 | $815.4 萬 | 0.14% | +1,107+7.7% | 加碼 |
| Sigma Investment Counselors Inc | 15,492 | $815.6 萬 | 0.58% | +90+0.6% | 加碼 |
| Argonautica Private Wealth Management, Inc | 15,522 | $817.2 萬 | 3.35% | −20−0.1% | 減碼 |
| Rothschild Capital Partners, LLC | 15,537 | $818.0 萬 | 2.58% | +358+2.4% | 加碼 |
| Checchi Capital Advisers, LLC | 15,596 | $821.1 萬 | 0.67% | +367+2.4% | 加碼 |
| Americana Partners, LLC | 16,682 | $821.5 萬 | 0.78% | +1,067+6.8% | 加碼 |
| Coastline Trust Co | 15,607 | $821.7 萬 | 1.09% | +844+5.7% | 加碼 |
| Timber Creek Capital Management LLC | 15,645 | $823.7 萬 | 2.81% | +115+0.7% | 加碼 |
| Global Retirement Partners, LLC | 15,868 | $823.8 萬 | 0.34% | +438+2.8% | 加碼 |
| Fundamentun, LLC | 15,676 | $825.3 萬 | 0.98% | +157+1.0% | 加碼 |
| Empire Life Investments Inc. | 15,696 | $826.3 萬 | 0.53% | −162−1.0% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 15,728 | $828.0 萬 | 0.21% | +5,277+50.5% | 加碼 |
| Kingswood Wealth Advisors, LLC | 15,730 | $828.1 萬 | 0.94% | +14,080+853.3% | 加碼 |
| AMG National Trust Bank | 15,735 | $828.4 萬 | 0.26% | +71+0.5% | 加碼 |
| FDx Advisors, Inc. | 15,755 | $829.4 萬 | 0.64% | −1,902−10.8% | 減碼 |
| Meritage Portfolio Management | 15,848 | $834.3 萬 | 0.55% | +988+6.6% | 加碼 |
| FourThought Financial Partners, LLC | 15,868 | $835.4 萬 | 1.05% | −168−1.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 15,916 | $837.9 萬 | 0.14% | −1,112−6.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 15,940 | $839.2 萬 | 0.61% | +1,402+9.6% | 加碼 |
| Fragasso Group Inc. | 15,996 | $842.2 萬 | 0.77% | −1,439−8.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 16,020 | $843.4 萬 | 0.32% | +517+3.3% | 加碼 |
| Tradition Wealth Management, LLC | 16,068 | $845.9 萬 | 0.89% | −573−3.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 16,070 | $846.0 萬 | 0.76% | +123+0.8% | 加碼 |
| Running Oak Capital LLC | 16,086 | $846.9 萬 | 1.67% | +2,400+17.5% | 加碼 |
| Bank of Nova Scotia Trust Co | 16,140 | $849.7 萬 | 0.95% | +2,201+15.8% | 加碼 |
| FORA Capital, LLC | 16,278 | $857.0 萬 | 0.74% | +16,278 | 新進 |
| Capital International Sarl | 16,318 | $859.1 萬 | 0.32% | −378−2.3% | 減碼 |
| North Star Asset Management Inc | 16,346 | $860.6 萬 | 0.44% | +667+4.3% | 加碼 |
| GHP Investment Advisors, Inc. | 16,384 | $862.6 萬 | 0.47% | −34−0.2% | 減碼 |
| Busey Wealth Management | 16,400 | $863.4 萬 | 0.33% | +1,083+7.1% | 加碼 |
| Ledyard National Bank | 16,403 | $863.6 萬 | 0.89% | +78+0.5% | 加碼 |
| Mitchell Capital Management Co | 16,437 | $865.3 萬 | 1.82% | −225−1.4% | 減碼 |
| Oxbow Advisors, LLC | 16,471 | $867.2 萬 | 1.32% | −109−0.7% | 減碼 |
| Winmill & Co. Inc | 16,475 | $867.4 萬 | 2.78% | 00.0% | 不變 |
| Consolidated Investment Group LLC | 16,535 | $870.5 萬 | 1.54% | −1,065−6.1% | 減碼 |
| Highland Capital Management, LLC | 16,565 | $872.1 萬 | 0.54% | +55+0.3% | 加碼 |
| Zions Bancorporation, N.A. | 16,585 | $873.2 萬 | 0.60% | +625+3.9% | 加碼 |
| Chronos Wealth Management, LLC | 16,612 | $874.6 萬 | 5.56% | −407−2.4% | 減碼 |
| Stolper Co | 16,670 | $877.6 萬 | 3.53% | +10+0.1% | 加碼 |
| Cozad Asset Management Inc | 16,671 | $877.7 萬 | 1.01% | +781+4.9% | 加碼 |
| Fulcrum Capital LLC | 16,697 | $879.1 萬 | 2.27% | +16,697 | 新進 |
| American Trust | 16,725 | $880.5 萬 | 0.65% | −473−2.8% | 減碼 |
| Ritholtz Wealth Management | 16,866 | $888.0 萬 | 0.34% | +2,744+19.4% | 加碼 |
| Kesler, Norman & Wride, LLC | 16,868 | $888.1 萬 | 2.03% | −267−1.6% | 減碼 |
| Goelzer Investment Management, Inc. | 16,893 | $889.4 萬 | 0.57% | +379+2.3% | 加碼 |
| Capital Investment Advisors, LLC | 16,898 | $889.6 萬 | 0.22% | +1,432+9.3% | 加碼 |
| Schnieders Capital Management LLC | 16,931 | $891.4 萬 | 1.96% | −962−5.4% | 減碼 |