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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
|---|---|---|---|---|---|
| Kidder Stephen W | 14,248 | $750.1 萬 | 2.42% | +477+3.5% | 加碼 |
| SOL Capital Management CO | 14,168 | $745.9 萬 | 1.01% | −50−0.4% | 減碼 |
| Liberty Capital Management, Inc. | 14,162 | $745.6 萬 | 1.96% | −575−3.9% | 減碼 |
| Lindbrook Capital, LLC | 14,059 | $740.2 萬 | 0.74% | +722+5.4% | 加碼 |
| Thompson Investment Management, Inc. | 14,032 | $738.8 萬 | 1.19% | −618−4.2% | 減碼 |
| First Interstate Bank | 14,019 | $738.1 萬 | 0.55% | −628−4.3% | 減碼 |
| Nemes Rush Group LLC | 14,001 | $737.1 萬 | 1.19% | +320+2.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 13,980 | $736.0 萬 | 2.02% | −228−1.6% | 減碼 |
| Conning Inc. | 13,945 | $734.2 萬 | 0.26% | −629−4.3% | 減碼 |
| Harbour Capital Advisors, LLC | 13,543 | $734.1 萬 | 2.01% | −24−0.2% | 減碼 |
| Fullerton Fund Management Co Ltd. | 13,923 | $733.0 萬 | 0.43% | +2,959+27.0% | 加碼 |
| S&T Bank | 13,900 | $731.7 萬 | 1.35% | −613−4.2% | 減碼 |
| Asio Capital, LLC | 13,846 | $729.0 萬 | 1.70% | +59+0.4% | 加碼 |
| Perigon Wealth Management, LLC | 13,826 | $727.9 萬 | 0.24% | +843+6.5% | 加碼 |
| Bellecapital International Ltd. | 13,823 | $727.7 萬 | 1.65% | +193+1.4% | 加碼 |
| Griffin Asset Management, Inc. | 13,820 | $727.6 萬 | 0.92% | +986+7.7% | 加碼 |
| Carderock Capital Management Inc | 13,804 | $726.7 萬 | 2.01% | +191+1.4% | 加碼 |
| Puzo Michael J | 13,802 | $726.6 萬 | 2.31% | +1,012+7.9% | 加碼 |
| Veriti Management LLC | 13,766 | $724.7 萬 | 0.65% | +4,602+50.2% | 加碼 |
| Eagle Capital Management, LLC | 13,762 | $724.5 萬 | 3.53% | −408−2.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 13,722 | $722.4 萬 | 5.84% | +48+0.4% | 加碼 |
| Bogart Wealth, LLC | 13,655 | $718.9 萬 | 0.41% | −30−0.2% | 減碼 |
| Weatherly Asset Management L. P. | 13,625 | $717.3 萬 | 0.77% | −627−4.4% | 減碼 |
| Ocean Capital Management, LLC | 13,623 | $717.2 萬 | 2.90% | +682+5.3% | 加碼 |
| GDS Wealth Management | 13,587 | $715.3 萬 | 0.96% | +2,096+18.2% | 加碼 |
| Cape Cod Five Cents Savings Bank | 13,555 | $713.6 萬 | 0.73% | −15,905−54.0% | 減碼 |
| Duncker Streett & Co Inc | 13,531 | $712.4 萬 | 1.50% | +1,220+9.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 13,466 | $708.9 萬 | 0.34% | +13,466 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,457 | $708.5 萬 | 2.18% | −1,450−9.7% | 減碼 |
| Sowell Financial Services LLC | 13,429 | $707.0 萬 | 0.38% | +1,126+9.2% | 加碼 |
| Integrated Advisors Network LLC | 13,412 | $706.1 萬 | 0.40% | +293+2.2% | 加碼 |
| Spinnaker Trust | 13,397 | $705.3 萬 | 0.48% | +495+3.8% | 加碼 |
| Tritonpoint Wealth, LLC | 13,384 | $704.6 萬 | 0.69% | +13,384 | 新進 |
| Trium Capital LLP | 13,380 | $704.4 萬 | 0.57% | +672+5.3% | 加碼 |
| Clearstead Advisors, LLC | 13,340 | $702.3 萬 | 0.37% | +1,403+11.8% | 加碼 |
| Spectrum Wealth Counsel, LLC | 13,327 | $701.6 萬 | 0.97% | +13,327 | 新進 |
| Sandy Spring Bank | 13,312 | $700.9 萬 | 0.35% | −56−0.4% | 減碼 |
| GYL Financial Synergies, LLC | 13,260 | $698.1 萬 | 0.58% | +166+1.3% | 加碼 |
| Ulland Investment Advisors, LLC | 13,249 | $697.5 萬 | 7.03% | −210−1.6% | 減碼 |
| Sierra Summit Advisors LLC | 13,244 | $697.3 萬 | 2.03% | +13,244 | 新進 |
| Arjuna Capital | 13,241 | $697.1 萬 | 2.18% | +749+6.0% | 加碼 |
| Gifford Fong Associates | 13,206 | $695.3 萬 | 1.48% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 13,189 | $694.3 萬 | 2.57% | +537+4.2% | 加碼 |
| Fulton Bank, N.A. | 13,162 | $692.9 萬 | 0.31% | −12−0.1% | 減碼 |
| Field & Main Bank | 13,130 | $691.2 萬 | 2.92% | −46−0.3% | 減碼 |
| Wesleyan Assurance Society | 13,100 | $689.8 萬 | 0.68% | 00.0% | 不變 |
| Sky Investment Group LLC | 13,072 | $688.2 萬 | 1.45% | −157−1.2% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $684.4 萬 | 1.77% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 12,991 | $683.9 萬 | 1.37% | +12,991 | 新進 |
| Greenwood Capital Associates LLC | 12,932 | $680.8 萬 | 0.88% | +12,932 | 新進 |
| Syon Capital LLC | 12,911 | $679.7 萬 | 0.70% | +3,033+30.7% | 加碼 |
| Asset Planning Services Inc | 12,910 | $679.7 萬 | 4.13% | −185−1.4% | 減碼 |
| Suvretta Capital Management, LLC | 12,823 | $675.1 萬 | 0.31% | −14,400−52.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 12,794 | $673.6 萬 | 0.38% | +1,259+10.9% | 加碼 |
| Paradigm Financial Partners, LLC | 12,737 | $670.5 萬 | 1.63% | +125+1.0% | 加碼 |
| Charter Trust Co | 12,724 | $669.9 萬 | 0.50% | +215+1.7% | 加碼 |
| Atlantic Trust, LLC | 12,695 | $668.3 萬 | 1.83% | +1,861+17.2% | 加碼 |
| GPM Growth Investors, Inc. | 12,690 | $668.1 萬 | 3.15% | −22−0.2% | 減碼 |
| West Family Investments, Inc. | 12,684 | $667.8 萬 | 2.26% | +287+2.3% | 加碼 |
| NorthRock Partners, LLC | 12,665 | $666.8 萬 | 0.28% | +6,122+93.6% | 加碼 |
| Wade G W & Inc | 12,664 | $666.7 萬 | 0.22% | +1,413+12.6% | 加碼 |
| AlTi Global, Inc. | 12,643 | $665.6 萬 | 0.20% | +12,643 | 新進 |
| Ballast, Inc. | 12,609 | $663.8 萬 | 2.29% | −105−0.8% | 減碼 |
| Capital Planning Advisors, LLC | 12,583 | $662.5 萬 | 1.25% | −234−1.8% | 減碼 |
| Waldron Private Wealth LLC | 12,553 | $660.9 萬 | 0.31% | +841+7.2% | 加碼 |
| Gunderson Capital Management Inc. | 12,532 | $659.8 萬 | 3.77% | +12,532 | 新進 |
| Wealthspire Advisors, LLC | 12,515 | $658.9 萬 | 0.09% | +222+1.8% | 加碼 |
| SlateStone Wealth, LLC | 12,465 | $656.2 萬 | 0.85% | +172+1.4% | 加碼 |
| Marshall & Sullivan Inc | 12,460 | $656.0 萬 | 3.47% | −419−3.3% | 減碼 |
| Nelson Capital Management, LLC | 12,457 | $655.8 萬 | 1.47% | −273−2.1% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $651.5 萬 | 0.26% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 12,368 | $651.1 萬 | 1.77% | +434+3.6% | 加碼 |
| Chicago Trust Co NA | 12,350 | $650.2 萬 | 1.45% | −589−4.6% | 減碼 |
| Lake Street Advisors Group, LLC | 12,348 | $650.1 萬 | 0.33% | +176+1.4% | 加碼 |
| Connecticut Wealth Management, LLC | 12,309 | $648.0 萬 | 0.37% | +2,236+22.2% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 12,261 | $645.5 萬 | 1.22% | −2,540−17.2% | 減碼 |
| Buck Wealth Strategies, LLC | 12,251 | $645.1 萬 | 2.39% | +1,527+14.2% | 加碼 |
| Naples Global Advisors, LLC | 12,248 | $644.8 萬 | 0.71% | −197−1.6% | 減碼 |
| Perkins Coie Trust Co | 12,217 | $643.2 萬 | 1.62% | −552−4.3% | 減碼 |
| Cubic Asset Management, LLC | 12,205 | $642.6 萬 | 1.65% | −279−2.2% | 減碼 |
| Chemung Canal Trust Co | 12,082 | $636.1 萬 | 1.31% | +6,499+116.4% | 加碼 |
| Globeflex Capital L P | 12,055 | $634.7 萬 | 0.65% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 12,038 | $633.8 萬 | 1.18% | −52−0.4% | 減碼 |
| RSM US Wealth Management LLC | 12,037 | $633.7 萬 | 0.17% | +4,158+52.8% | 加碼 |
| Quadrant Capital Group LLC | 12,028 | $633.2 萬 | 0.54% | +854+7.6% | 加碼 |
| Resources Management Corp | 12,025 | $633.1 萬 | 0.94% | +23+0.2% | 加碼 |
| Kinneret Advisory, LLC | 11,975 | $630.4 萬 | 0.70% | −76−0.6% | 減碼 |
| IFP Advisors, Inc | 11,951 | $629.2 萬 | 0.30% | −3,891−24.6% | 減碼 |
| Great Lakes Retirement, Inc. | 11,925 | $627.8 萬 | 1.03% | +509+4.5% | 加碼 |
| NBC Securities, Inc. | 11,920 | $627.5 萬 | 0.63% | −147−1.2% | 減碼 |
| Round Rock Advisors, LLC | 11,914 | $627.2 萬 | 1.58% | +11,914 | 新進 |
| Meridian Wealth Advisors, LLC | 11,913 | $627.2 萬 | 1.37% | +199+1.7% | 加碼 |
| Univest Financial Corp | 11,893 | $626.1 萬 | 1.85% | −158−1.3% | 減碼 |
| Kingsview Wealth Management, LLC | 11,886 | $625.8 萬 | 0.19% | −1,392−10.5% | 減碼 |
| Horizon Investment Services, LLC | 11,793 | $620.9 萬 | 3.35% | +97+0.8% | 加碼 |
| Monetary Management Group Inc | 11,788 | $620.6 萬 | 1.94% | −525−4.3% | 減碼 |
| Icon Wealth Advisors, LLC | 11,764 | $619.3 萬 | 0.64% | +11,764 | 新進 |
| Alerus Financial NA | 11,760 | $619.1 萬 | 0.51% | +6,827+138.4% | 加碼 |
| Bristlecone Advisors, LLC | 11,755 | $618.9 萬 | 0.63% | −190−1.6% | 減碼 |
| D L Carlson Investment Group Inc | 11,879 | $618.8 萬 | 1.26% | −3,220−21.3% | 減碼 |