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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 21,780 | $1,147 萬 | 0.72% | −1,128−4.9% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,806 | $1,148 萬 | 2.18% | −103−0.5% | 減碼 |
| Advisory Research Inc | 21,828 | $1,149 萬 | 1.77% | −130−0.6% | 減碼 |
| Covington Investment Advisors Inc. | 21,978 | $1,157 萬 | 2.10% | +201+0.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 22,018 | $1,159 萬 | 0.12% | +7,043+47.0% | 加碼 |
| Logan Capital Management Inc | 22,025 | $1,160 萬 | 0.54% | −653−2.9% | 減碼 |
| Janney Capital Management LLC | 22,073 | $1,162 萬 | 0.78% | +22,073 | 新進 |
| Cary Street Partner Investment Advisory LLC | 22,142 | $1,166 萬 | 0.55% | +1,599+7.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 22,283 | $1,173 萬 | 1.74% | +19,708+765.4% | 加碼 |
| Ascent Group, LLC | 22,668 | $1,173 萬 | 1.11% | +368+1.7% | 加碼 |
| Brookstone Capital Management | 22,435 | $1,181 萬 | 0.23% | +225+1.0% | 加碼 |
| Richard Bernstein Advisors LLC | 22,493 | $1,184 萬 | 0.26% | +4,988+28.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 22,050 | $1,185 萬 | 0.44% | +6,654+43.2% | 加碼 |
| West Coast Financial LLC | 22,563 | $1,188 萬 | 1.56% | +2,388+11.8% | 加碼 |
| Dakota Wealth Management | 22,586 | $1,189 萬 | 0.46% | +318+1.4% | 加碼 |
| Phoenix Holdings Ltd. | 20,915 | $1,191 萬 | 0.20% | −1,050−4.8% | 減碼 |
| Leavell Investment Management, Inc. | 22,632 | $1,192 萬 | 0.76% | +259+1.2% | 加碼 |
| Dividend Assets Capital, LLC | 22,769 | $1,199 萬 | 2.36% | +1,159+5.4% | 加碼 |
| Advisory Services Network, LLC | 22,769 | $1,199 萬 | 0.29% | −1,148−4.8% | 減碼 |
| Litman Gregory Asset Management LLC | 22,946 | $1,208 萬 | 1.15% | −220−0.9% | 減碼 |
| Robeco Schweiz AG | 22,971 | $1,209 萬 | 0.20% | −8,186−26.3% | 減碼 |
| Howe & Rusling Inc | 23,019 | $1,212 萬 | 1.28% | +333+1.5% | 加碼 |
| Choate Investment Advisors | 23,052 | $1,214 萬 | 0.38% | +2,565+12.5% | 加碼 |
| Live Oak Private Wealth LLC | 23,090 | $1,216 萬 | 2.28% | −122−0.5% | 減碼 |
| Coldstream Capital Management Inc | 23,116 | $1,217 萬 | 0.34% | +1,990+9.4% | 加碼 |
| Formuepleje A/S | 23,126 | $1,218 萬 | 0.86% | +23,126 | 新進 |
| Ninety One SA (PTY) Ltd | 23,199 | $1,221 萬 | 1.86% | +3,217+16.1% | 加碼 |
| Smithbridge Asset Management Inc | 23,295 | $1,226 萬 | 2.79% | −227−1.0% | 減碼 |
| ING Groep NV | 23,309 | $1,227 萬 | 0.10% | +23,309 | 新進 |
| Hyperion Capital Advisors LP | 23,466 | $1,235 萬 | 6.67% | 00.0% | 不變 |
| Curi Capital | 23,498 | $1,237 萬 | 1.71% | −2,486−9.6% | 減碼 |
| Aquatic Capital Management LLC | 23,520 | $1,238 萬 | 0.32% | +23,520 | 新進 |
| Twin Capital Management Inc | 23,536 | $1,239 萬 | 1.62% | −362−1.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,779 | $1,252 萬 | 1.37% | −247−1.0% | 減碼 |
| Balyasny Asset Management LLC | 23,829 | $1,255 萬 | 0.03% | −136,559−85.1% | 減碼 |
| Chiron Investment Management, LLC | 23,874 | $1,257 萬 | 4.79% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 23,947 | $1,261 萬 | 1.27% | +187+0.8% | 加碼 |
| McRae Capital Management Inc | 24,002 | $1,264 萬 | 3.16% | +2,190+10.0% | 加碼 |
| FJ Investments, LLC | 24,024 | $1,265 萬 | 0.60% | +24,024 | 新進 |
| WS Portfolio Advisory, LLC | 24,032 | $1,265 萬 | 2.34% | −14,727−38.0% | 減碼 |
| Gluskin Sheff & Assoc Inc | 24,076 | $1,268 萬 | 1.25% | −7,363−23.4% | 減碼 |
| TD Private Client Wealth LLC | 24,132 | $1,271 萬 | 0.46% | +1,986+9.0% | 加碼 |
| Sawgrass Asset Management LLC | 24,231 | $1,276 萬 | 1.44% | −13,755−36.2% | 減碼 |
| Abner Herrman & Brock LLC | 24,292 | $1,279 萬 | 1.80% | −67−0.3% | 減碼 |
| Empowered Funds, LLC | 24,292 | $1,279 萬 | 0.32% | −2,329−8.7% | 減碼 |
| Scholtz & Company, LLC | 24,305 | $1,280 萬 | 6.33% | +3,655+17.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 24,382 | $1,284 萬 | 0.90% | +3,135+14.8% | 加碼 |
| Equitable Holdings, Inc. | 24,567 | $1,293 萬 | 0.16% | +3,481+16.5% | 加碼 |
| Alberta Investment Management Corp | 24,700 | $1,300 萬 | 0.12% | −111,634−81.9% | 減碼 |
| Payden & Rygel | 24,780 | $1,305 萬 | 0.95% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 24,895 | $1,311 萬 | 1.21% | +7,192+40.6% | 加碼 |
| Toroso Investments, LLC | 24,902 | $1,311 萬 | 0.31% | +3,144+14.4% | 加碼 |
| Grimes & Company, Inc. | 24,911 | $1,311 萬 | 0.43% | +356+1.4% | 加碼 |
| Muhlenkamp & Co Inc | 24,919 | $1,312 萬 | 4.29% | +181+0.7% | 加碼 |
| Buckingham Capital Management, Inc. | 24,946 | $1,313 萬 | 1.76% | −331−1.3% | 減碼 |
| Bright Rock Capital Management, LLC | 25,000 | $1,316 萬 | 2.98% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 25,005 | $1,316 萬 | 0.36% | +8,704+53.4% | 加碼 |
| Schmidt P J Investment Management Inc | 26,190 | $1,318 萬 | 2.61% | −484−1.8% | 減碼 |
| Glenview Trust Co | 25,080 | $1,320 萬 | 0.32% | +461+1.9% | 加碼 |
| Pioneer Trust Bank N A | 25,139 | $1,323 萬 | 3.94% | +734+3.0% | 加碼 |
| Tocqueville Asset Management L.P. | 25,250 | $1,329 萬 | 0.24% | −62−0.2% | 減碼 |
| Leuthold Group, LLC | 25,268 | $1,330 萬 | 1.66% | +187+0.7% | 加碼 |
| Wedbush Securities Inc | 25,385 | $1,336 萬 | 0.59% | +14+0.1% | 加碼 |
| Venturi Wealth Management, LLC | 25,416 | $1,338 萬 | 0.95% | −55−0.2% | 減碼 |
| Heritage Trust Co | 25,428 | $1,339 萬 | 1.88% | −88−0.3% | 減碼 |
| Greenleaf Trust | 25,523 | $1,344 萬 | 0.14% | +1,069+4.4% | 加碼 |
| Bridgecreek Investment Management, LLC | 25,698 | $1,353 萬 | 2.62% | −150−0.6% | 減碼 |
| Highlander Capital Management, LLC | 25,840 | $1,362 萬 | 4.85% | 00.0% | 不變 |
| James Investment Research Inc | 25,989 | $1,368 萬 | 1.72% | −1,129−4.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 26,082 | $1,373 萬 | 0.16% | −1,232−4.5% | 減碼 |
| Addenda Capital Inc. | 26,234 | $1,381 萬 | 0.54% | +2,073+8.6% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 26,234 | $1,381 萬 | 3.73% | +26,234 | 新進 |
| Roundview Capital LLC | 26,249 | $1,382 萬 | 1.27% | +235+0.9% | 加碼 |
| Wetherby Asset Management Inc | 26,286 | $1,384 萬 | 0.72% | −337−1.3% | 減碼 |
| BlackBarn Capital Partners LP | 26,300 | $1,385 萬 | 9.14% | +26,300 | 新進 |
| Amica Mutual Insurance Co | 26,409 | $1,390 萬 | 1.50% | −3,347−11.2% | 減碼 |
| Haverford Financial Services, Inc. | 26,565 | $1,399 萬 | 4.19% | −3,271−11.0% | 減碼 |
| Prospera Financial Services Inc | 26,574 | $1,399 萬 | 0.46% | +455+1.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 26,579 | $1,399 萬 | 1.64% | +1,364+5.4% | 加碼 |
| Moran Wealth Management, LLC | 26,731 | $1,407 萬 | 0.50% | −976−3.5% | 減碼 |
| PGGM Investments | 26,796 | $1,411 萬 | 0.21% | −8,470−24.0% | 減碼 |
| Torray LLC | 26,852 | $1,414 萬 | 2.29% | +29+0.1% | 加碼 |
| Cookson Peirce & Co Inc | 26,906 | $1,417 萬 | 0.86% | +25,041+1,342.7% | 加碼 |
| Trust Co of Vermont | 27,272 | $1,436 萬 | 0.96% | +2,661+10.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 27,401 | $1,443 萬 | 1.12% | −3,031−10.0% | 減碼 |
| Marks Group Wealth Management, Inc | 27,403 | $1,443 萬 | 1.64% | +598+2.2% | 加碼 |
| Eisler Capital (UK) Ltd. | 27,666 | $1,457 萬 | 1.33% | −19,786−41.7% | 減碼 |
| King Wealth | 27,686 | $1,458 萬 | 2.82% | −794−2.8% | 減碼 |
| Motley Fool Asset Management LLC | 27,687 | $1,458 萬 | 1.09% | +1,373+5.2% | 加碼 |
| Cohen Klingenstein LLC | 27,700 | $1,458 萬 | 0.60% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 27,816 | $1,464 萬 | 1.02% | +169+0.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 27,882 | $1,468 萬 | 0.45% | +903+3.3% | 加碼 |
| Nicola Wealth Management Ltd. | 27,900 | $1,469 萬 | 1.54% | 00.0% | 不變 |
| Girard Partners Ltd. | 27,989 | $1,474 萬 | 1.50% | −856−3.0% | 減碼 |
| Quest Investment Management LLC | 28,077 | $1,478 萬 | 1.86% | +2,904+11.5% | 加碼 |
| Allworth Financial LP | 28,410 | $1,496 萬 | 0.11% | +127+0.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,582 | $1,505 萬 | 1.44% | +874+3.2% | 加碼 |
| Nomura Holdings Inc | 28,706 | $1,511 萬 | 0.14% | +28,706 | 新進 |
| Jupiter Asset Management Ltd | 28,845 | $1,519 萬 | 0.15% | +580+2.1% | 加碼 |
| Meridian Wealth Management, LLC | 29,003 | $1,527 萬 | 0.97% | +6,529+29.1% | 加碼 |