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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 16,941 | $891.9 萬 | 0.86% | +342+2.1% | 加碼 |
| Ostrum Asset Management | 16,955 | $892.6 萬 | 0.78% | −3,091−15.4% | 減碼 |
| Pitcairn Co | 17,048 | $897.5 萬 | 0.66% | +3,201+23.1% | 加碼 |
| Burt Wealth Advisors | 17,049 | $897.6 萬 | 2.56% | −285−1.6% | 減碼 |
| Stonegate Investment Group, LLC | 17,102 | $900.4 萬 | 0.30% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 17,151 | $902.9 萬 | 1.51% | −40−0.2% | 減碼 |
| TrimTabs Asset Management, LLC | 17,184 | $904.7 萬 | 2.63% | +7,679+80.8% | 加碼 |
| Security National Bank | 17,185 | $904.7 萬 | 2.04% | +142+0.8% | 加碼 |
| NEOS Investment Management LLC | 17,295 | $910.5 萬 | 0.86% | +3,569+26.0% | 加碼 |
| PEAK6 Investments LLC | 17,351 | $913.5 萬 | 0.39% | +9,633+124.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 17,351 | $913.5 萬 | 0.74% | +834+5.0% | 加碼 |
| Savant Capital, LLC | 17,448 | $918.6 萬 | 0.12% | +1,099+6.7% | 加碼 |
| MainStreet Investment Advisors LLC | 17,548 | $923.8 萬 | 1.04% | +289+1.7% | 加碼 |
| Castleark Management LLC | 17,574 | $925.2 萬 | 0.41% | −506−2.8% | 減碼 |
| Evergreen Capital Management LLC | 17,581 | $925.6 萬 | 0.38% | +795+4.7% | 加碼 |
| Governors Lane LP | 17,651 | $929.3 萬 | 2.40% | −22,300−55.8% | 減碼 |
| Mattern Capital Management, LLC | 17,659 | $929.7 萬 | 1.35% | +312+1.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 17,862 | $940.4 萬 | 0.07% | +1,352+8.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 17,898 | $942.3 萬 | 2.49% | +269+1.5% | 加碼 |
| Brighton Jones LLC | 18,004 | $947.8 萬 | 0.40% | +2,365+15.1% | 加碼 |
| Citizens National Bank Trust Department | 18,034 | $949.4 萬 | 2.41% | −50−0.3% | 減碼 |
| Lincoln Capital Corp | 18,052 | $950.4 萬 | 4.64% | −263−1.4% | 減碼 |
| Morse Asset Management, Inc | 18,069 | $951.3 萬 | 2.80% | −463−2.5% | 減碼 |
| First Hawaiian Bank | 18,217 | $959.1 萬 | 0.30% | −10.0% | 減碼 |
| Motco | 18,233 | $959.9 萬 | 0.62% | −470−2.5% | 減碼 |
| Wealth Advisory Solutions, LLC | 18,245 | $960.5 萬 | 3.35% | −16,923−48.1% | 減碼 |
| Evexia Wealth LLC | 18,845 | $961.5 萬 | 4.06% | +439+2.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 18,302 | $963.7 萬 | 0.34% | +6,494+55.0% | 加碼 |
| Hudson Valley Investment Advisors Inc | 18,004 | $966.0 萬 | 1.32% | −1,533−7.8% | 減碼 |
| Stokes Capital Advisors, LLC | 18,349 | $966.0 萬 | 3.06% | +885+5.1% | 加碼 |
| Estabrook Capital Management | 18,392 | $968.3 萬 | 1.58% | −236−1.3% | 減碼 |
| HealthInvest Partners AB | 18,408 | $969.1 萬 | 7.59% | +18,408 | 新進 |
| Northern Oak Wealth Management Inc | 18,454 | $971.5 萬 | 1.16% | −3,574−16.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 18,566 | $977.4 萬 | 1.35% | −1,229−6.2% | 減碼 |
| Broderick Brian C | 18,607 | $979.6 萬 | 2.45% | +713+4.0% | 加碼 |
| Gotham Asset Management, LLC | 18,722 | $985.7 萬 | 0.18% | +10,562+129.4% | 加碼 |
| Forbes J M & Co LLP | 18,797 | $989.6 萬 | 1.15% | +313+1.7% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 18,812 | $990.4 萬 | 5.44% | −12,454−39.8% | 減碼 |
| Matrix Asset Advisors Inc | 18,848 | $992.3 萬 | 1.26% | −125−0.7% | 減碼 |
| Atlantic Union Bankshares Corp | 18,901 | $995.1 萬 | 0.92% | −1,292−6.4% | 減碼 |
| Sectoral Asset Management Inc | 18,925 | $996.3 萬 | 4.29% | +2,000+11.8% | 加碼 |
| Elk River Wealth Management, LLC | 18,934 | $996.8 萬 | 1.92% | −175−0.9% | 減碼 |
| EFG Asset Management (Americas) Corp. | 19,041 | $1,002 萬 | 2.16% | −4,959−20.7% | 減碼 |
| Integrated Wealth Concepts LLC | 19,046 | $1,003 萬 | 0.16% | +3,719+24.3% | 加碼 |
| Beach Investment Counsel Inc | 19,058 | $1,003 萬 | 1.24% | +15,858+495.6% | 加碼 |
| Pallas Capital Advisors LLC | 19,219 | $1,012 萬 | 0.54% | +406+2.2% | 加碼 |
| Great Waters Wealth Management | 18,676 | $1,012 萬 | 1.80% | −254−1.3% | 減碼 |
| Ascent Wealth Partners, LLC | 19,256 | $1,014 萬 | 1.66% | +156+0.8% | 加碼 |
| Two Sigma Securities, LLC | 19,256 | $1,014 萬 | 0.46% | +18,853+4,678.2% | 加碼 |
| CX Institutional | 19,284 | $1,015 萬 | 0.54% | −422−2.1% | 減碼 |
| Sumitomo Life Insurance Co | 19,298 | $1,016 萬 | 0.32% | +5,593+40.8% | 加碼 |
| Mutual Advisors, LLC | 19,348 | $1,019 萬 | 0.35% | +1,046+5.7% | 加碼 |
| PFM Health Sciences, LP | 19,361 | $1,019 萬 | 0.61% | −96,706−83.3% | 減碼 |
| Woodmont Investment Counsel LLC | 19,524 | $1,028 萬 | 0.96% | +363+1.9% | 加碼 |
| KCM Investment Advisors LLC | 19,564 | $1,030 萬 | 0.41% | +177+0.9% | 加碼 |
| Central Bank & Trust Co | 19,631 | $1,033 萬 | 1.60% | +91+0.5% | 加碼 |
| Anchor Investment Management, LLC | 19,635 | $1,034 萬 | 1.18% | +2,929+17.5% | 加碼 |
| Executive Wealth Management, LLC | 19,696 | $1,037 萬 | 0.98% | +211+1.1% | 加碼 |
| TCTC Holdings, LLC | 19,715 | $1,038 萬 | 0.38% | +63+0.3% | 加碼 |
| Toth Financial Advisory Corp | 19,722 | $1,038 萬 | 1.41% | +340+1.8% | 加碼 |
| HighPoint Advisor Group LLC | 21,375 | $1,039 萬 | 0.75% | +21,375 | 新進 |
| Ballentine Partners, LLC | 19,732 | $1,039 萬 | 0.21% | +1,378+7.5% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,740 | $1,039 萬 | 2.47% | 00.0% | 不變 |
| Caldwell Trust Co | 19,804 | $1,043 萬 | 1.32% | −298−1.5% | 減碼 |
| NatWest Group plc | 19,880 | $1,047 萬 | 4.37% | +12,024+153.1% | 加碼 |
| Profund Advisors LLC | 19,909 | $1,048 萬 | 0.45% | +1,243+6.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 19,916 | $1,049 萬 | 0.21% | +2,285+13.0% | 加碼 |
| Cullinan Associates Inc | 19,986 | $1,052 萬 | 0.59% | −4,569−18.6% | 減碼 |
| Primecap Management Co | 20,014 | $1,054 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 20,051 | $1,056 萬 | 0.39% | +20,051 | 新進 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1,059 萬 | 5.53% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 20,244 | $1,066 萬 | 1.05% | +19+0.1% | 加碼 |
| Venture Visionary Partners LLC | 20,248 | $1,066 萬 | 0.56% | +221+1.1% | 加碼 |
| Strong Tower Advisory Services | 20,253 | $1,066 萬 | 4.72% | +131+0.7% | 加碼 |
| Guardian Capital Advisors LP | 19,950 | $1,070 萬 | 1.12% | +1,651+9.0% | 加碼 |
| Summit Financial, LLC | 20,361 | $1,072 萬 | 0.70% | +682+3.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 20,421 | $1,075 萬 | 3.13% | +433+2.2% | 加碼 |
| Jones Financial Companies LLLP | 20,489 | $1,079 萬 | 0.02% | +737+3.7% | 加碼 |
| Shelton Capital Management | 20,675 | $1,088 萬 | 0.35% | −12,242−37.2% | 減碼 |
| American National Bank | 20,703 | $1,090 萬 | 1.71% | −276−1.3% | 減碼 |
| Hilton Capital Management, LLC | 20,783 | $1,094 萬 | 1.17% | −266−1.3% | 減碼 |
| Berger Financial Group, Inc | 20,794 | $1,095 萬 | 1.13% | −312−1.5% | 減碼 |
| Mission Wealth Management, LP | 20,795 | $1,095 萬 | 0.36% | −536−2.5% | 減碼 |
| Horizon Investments, LLC | 20,812 | $1,096 萬 | 0.30% | −4,516−17.8% | 減碼 |
| St Germain D J Co Inc | 20,841 | $1,097 萬 | 0.57% | −70−0.3% | 減碼 |
| L1 Capital International Pty Ltd | 20,890 | $1,100 萬 | 5.77% | +20,890 | 新進 |
| NBT Bank N A | 20,958 | $1,103 萬 | 0.86% | +47+0.2% | 加碼 |
| RiverFront Investment Group, LLC | 20,990 | $1,105 萬 | 0.35% | +1,166+5.9% | 加碼 |
| High Note Wealth, LLC | 20,996 | $1,105 萬 | 4.16% | +621+3.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,163 | $1,114 萬 | 0.21% | +497+2.4% | 加碼 |
| Telemus Capital, LLC | 21,308 | $1,122 萬 | 0.93% | +1,970+10.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 21,380 | $1,126 萬 | 0.41% | −922−4.1% | 減碼 |
| AIA Group Ltd | 21,381 | $1,126 萬 | 0.46% | −1,436−6.3% | 減碼 |
| Signaturefd, LLC | 21,389 | $1,126 萬 | 0.26% | +1,634+8.3% | 加碼 |
| Sonora Investment Management Group, LLC | 21,406 | $1,127 萬 | 0.92% | +1,025+5.0% | 加碼 |
| Balentine LLC | 21,471 | $1,130 萬 | 0.36% | +4,584+27.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 21,550 | $1,135 萬 | 0.96% | +749+3.6% | 加碼 |
| Princeton Global Asset Management LLC | 21,551 | $1,135 萬 | 2.85% | +531+2.5% | 加碼 |
| WoodTrust Financial Corp | 21,728 | $1,144 萬 | 1.95% | +119+0.6% | 加碼 |
| Somerville Kurt F | 21,743 | $1,145 萬 | 2.16% | +1,334+6.5% | 加碼 |