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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 6,966 | $350.4 萬 | 1.15% | +338+5.1% | 加碼 |
| Sweet Financial Partners, LLC | 6,654 | $350.3 萬 | 0.83% | +348+5.5% | 加碼 |
| Covenant Asset Management, LLC | 6,640 | $349.6 萬 | 0.97% | −29−0.4% | 減碼 |
| Grove Bank & Trust | 6,623 | $348.7 萬 | 0.64% | +64+1.0% | 加碼 |
| Van Leeuwen & Company, LLC | 6,621 | $348.6 萬 | 2.03% | +938+16.5% | 加碼 |
| Jessup Wealth Management, Inc | 6,619 | $348.4 萬 | 1.74% | +9+0.1% | 加碼 |
| Cetera Trust Company, N.A | 6,595 | $347.2 萬 | 2.16% | +6,595 | 新進 |
| Stratos Wealth Advisors, LLC | 6,594 | $347.2 萬 | 0.20% | +36+0.5% | 加碼 |
| Parisi Gray Wealth Management | 6,591 | $347.0 萬 | 1.41% | +24+0.4% | 加碼 |
| Carret Asset Management, LLC | 6,586 | $346.7 萬 | 0.44% | +51+0.8% | 加碼 |
| First Horizon Advisors, Inc. | 6,585 | $346.7 萬 | 0.11% | +59+0.9% | 加碼 |
| Red Cedar Investment Management, LLC | 6,573 | $346.0 萬 | 0.50% | +306+4.9% | 加碼 |
| Hilltop Holdings Inc. | 6,556 | $345.1 萬 | 0.39% | +39+0.6% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,552 | $344.9 萬 | 1.60% | −41−0.6% | 減碼 |
| RFG Advisory, LLC | 6,547 | $344.7 萬 | 0.13% | +23+0.4% | 加碼 |
| Foster & Motley Inc | 6,514 | $342.9 萬 | 0.25% | −556−7.9% | 減碼 |
| Wambolt & Associates, LLC | 6,510 | $342.7 萬 | 1.12% | +428+7.0% | 加碼 |
| GeoWealth Management, LLC | 6,505 | $342.4 萬 | 0.28% | +5,587+608.6% | 加碼 |
| Capital Asset Advisory Services LLC | 6,487 | $341.5 萬 | 0.21% | +479+8.0% | 加碼 |
| Legacy Wealth Management, LLC | 6,485 | $341.4 萬 | 1.65% | 00.0% | 不變 |
| Capricorn Fund Managers Ltd | 6,484 | $341.4 萬 | 1.88% | 00.0% | 不變 |
| M&R Capital Management Inc | 6,452 | $339.7 萬 | 0.85% | +81+1.3% | 加碼 |
| San Luis Wealth Advisors LLC | 6,451 | $339.6 萬 | 1.43% | +340+5.6% | 加碼 |
| Leeward Financial Partners, LLC | 6,450 | $339.6 萬 | 1.64% | +335+5.5% | 加碼 |
| Greenfield Savings Bank | 6,434 | $338.7 萬 | 1.96% | +18+0.3% | 加碼 |
| Renasant Bank | 6,417 | $337.8 萬 | 2.69% | −152−2.3% | 減碼 |
| Sepio Capital, LP | 6,412 | $337.6 萬 | 0.28% | +526+8.9% | 加碼 |
| DF Dent & Co Inc | 6,398 | $336.8 萬 | 0.04% | −236−3.6% | 減碼 |
| Nordwand Advisors, LLC | 6,398 | $336.8 萬 | 0.89% | +23+0.4% | 加碼 |
| Channel Wealth LLC | 6,395 | $336.7 萬 | 1.59% | −29−0.5% | 減碼 |
| Chemistry Wealth Management LLC | 6,394 | $336.6 萬 | 1.02% | +116+1.8% | 加碼 |
| Wunderlich Capital Managemnt | 6,390 | $336.4 萬 | 1.51% | −235−3.5% | 減碼 |
| Granite Bay Wealth Management, LLC | 6,300 | $336.0 萬 | 0.03% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 6,368 | $335.2 萬 | 1.38% | +371+6.2% | 加碼 |
| Wrapmanager Inc | 6,365 | $335.1 萬 | 0.98% | −249−3.8% | 減碼 |
| Lyell Wealth Management, LP | 6,350 | $334.3 萬 | 0.38% | +470+8.0% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 6,328 | $333.8 萬 | 0.87% | +205+3.3% | 加碼 |
| Brady Family Wealth, LLC | 6,321 | $332.8 萬 | 1.14% | −17−0.3% | 減碼 |
| Kerrisdale Advisers, LLC | 6,300 | $331.7 萬 | 0.99% | −740−10.5% | 減碼 |
| Proquility Private Wealth Partners, LLC | 6,297 | $331.5 萬 | 1.26% | −875−12.2% | 減碼 |
| My Legacy Advisors, LLC | 6,131 | $330.9 萬 | 1.20% | +97+1.6% | 加碼 |
| Strategic Financial Services, Inc, | 6,282 | $330.7 萬 | 0.23% | −139−2.2% | 減碼 |
| Claro Advisors LLC | 6,274 | $330.3 萬 | 0.72% | −69−1.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,268 | $330.0 萬 | 0.64% | +372+6.3% | 加碼 |
| TrueMark Investments, LLC | 6,263 | $329.7 萬 | 3.28% | +6,263 | 新進 |
| Wealth Architects, LLC | 6,226 | $327.8 萬 | 0.46% | +53+0.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,226 | $327.8 萬 | 0.36% | −198−3.1% | 減碼 |
| Regent Peak Wealth Advisors LLC | 6,214 | $327.1 萬 | 0.89% | +3,407+121.4% | 加碼 |
| Bank of Hawaii | 6,190 | $325.9 萬 | 0.17% | −172−2.7% | 減碼 |
| Occidental Asset Management, LLC | 6,187 | $325.7 萬 | 0.68% | −460−6.9% | 減碼 |
| Harmony Asset Management LLC | 6,183 | $325.5 萬 | 1.38% | +6,183 | 新進 |
| Valmark Advisers, Inc. | 6,178 | $325.2 萬 | 0.06% | +326+5.6% | 加碼 |
| Okabena Investment Services Inc | 6,169 | $324.8 萬 | 1.26% | +4,711+323.1% | 加碼 |
| Page Arthur B | 6,168 | $324.7 萬 | 3.43% | −673−9.8% | 減碼 |
| L & S Advisors Inc | 6,157 | $324.1 萬 | 0.39% | −9,706−61.2% | 減碼 |
| David Loasby | 6,007 | $322.8 萬 | 0.35% | +187+3.2% | 加碼 |
| Smithfield Trust Co | 6,132 | $322.8 萬 | 0.18% | +55+0.9% | 加碼 |
| Naviter Wealth, LLC | 6,127 | $322.6 萬 | 0.65% | +1,466+31.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,122 | $322.3 萬 | 1.05% | +620+11.3% | 加碼 |
| AdvisorNet Financial, Inc | 6,111 | $321.7 萬 | 0.30% | +189+3.2% | 加碼 |
| Bell Bank | 6,073 | $319.7 萬 | 0.31% | +143+2.4% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,058 | $318.9 萬 | 1.64% | +40+0.7% | 加碼 |
| Costello Asset Management, INC | 6,043 | $318.1 萬 | 2.64% | +5,624+1,342.2% | 加碼 |
| PFG Investments, LLC | 6,042 | $318.1 萬 | 0.59% | +364+6.4% | 加碼 |
| Capital Investment Counsel, LLC | 6,035 | $317.7 萬 | 1.20% | +6,035 | 新進 |
| Catalytic Wealth RIA, LLC | 6,019 | $316.9 萬 | 1.43% | +6,019 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,014 | $316.6 萬 | 0.50% | −41−0.7% | 減碼 |
| Avestar Capital, LLC | 5,998 | $315.8 萬 | 0.39% | +766+14.6% | 加碼 |
| Platte River Wealth Advisors, LLC | 5,995 | $315.6 萬 | 1.04% | −99−1.6% | 減碼 |
| AIMZ Investment Advisors, LLC | 5,989 | $315.3 萬 | 1.28% | −54−0.9% | 減碼 |
| Desjardins Global Asset Management Inc. | 5,961 | $313.8 萬 | 0.34% | −569−8.7% | 減碼 |
| Symmetry Partners, LLC | 5,950 | $312.3 萬 | 0.17% | −356−5.6% | 減碼 |
| Guardian Wealth Advisors, LLC | 5,924 | $311.9 萬 | 0.47% | −14−0.2% | 減碼 |
| Commonwealth Retirement Investments LLC | 5,923 | $311.8 萬 | 1.65% | −20.0% | 減碼 |
| Sugarloaf Wealth Management, LLC | 5,922 | $311.8 萬 | 0.75% | +139+2.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,935 | $310.3 萬 | 0.69% | +5,935 | 新進 |
| Rossmore Private Capital | 5,889 | $310.0 萬 | 0.44% | 00.0% | 不變 |
| RiverPark Advisors, LLC | 5,881 | $309.6 萬 | 2.85% | +142+2.5% | 加碼 |
| Rehmann Capital Advisory Group | 5,879 | $309.5 萬 | 0.26% | −33−0.6% | 減碼 |
| Northside Capital Management, LLC | 5,863 | $308.6 萬 | 0.97% | −218−3.6% | 減碼 |
| Paradigm Asset Management Co LLC | 5,845 | $307.7 萬 | 0.81% | −200−3.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,832 | $307.0 萬 | 0.19% | −532−8.4% | 減碼 |
| Koshinski Asset Management, Inc. | 5,825 | $306.6 萬 | 0.47% | −3,104−34.8% | 減碼 |
| First Trust Investment Solutions L.P. | 5,810 | $305.9 萬 | 0.64% | +5,810 | 新進 |
| Harbour Investments, Inc. | 5,803 | $305.5 萬 | 0.13% | −107−1.8% | 減碼 |
| Hollencrest Capital Management | 5,802 | $305.5 萬 | 0.29% | +1,543+36.2% | 加碼 |
| Aspiriant, LLC | 5,801 | $305.4 萬 | 0.14% | +686+13.4% | 加碼 |
| Cunning Capital Partners, LP | 5,780 | $304.3 萬 | 1.90% | 00.0% | 不變 |
| Bay Rivers Group | 5,755 | $303.0 萬 | 1.90% | +204+3.7% | 加碼 |
| CoreCap Advisors, LLC | 5,751 | $302.8 萬 | 0.20% | +4,519+366.8% | 加碼 |
| Eads & Heald Wealth Management | 5,750 | $302.7 萬 | 1.46% | −40−0.7% | 減碼 |
| Dohj, LLC | 5,749 | $302.7 萬 | 0.89% | +306+5.6% | 加碼 |
| Patten Group, Inc. | 5,737 | $302.0 萬 | 0.82% | −241−4.0% | 減碼 |
| Shepherd Financial Partners LLC | 5,736 | $302.0 萬 | 0.43% | +22+0.4% | 加碼 |
| Birinyi Associates Inc | 5,735 | $301.9 萬 | 1.07% | +4,285+295.5% | 加碼 |
| Legato Capital Management LLC | 5,730 | $301.7 萬 | 0.39% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 5,728 | $301.5 萬 | 0.08% | +143+2.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,719 | $301.1 萬 | 0.68% | +616+12.1% | 加碼 |
| Charles Carroll Financial Partners, LLC | 5,706 | $300.4 萬 | 3.23% | +250+4.6% | 加碼 |
| Factorial Partners, LLC | 5,700 | $300.1 萬 | 1.90% | +2,240+64.7% | 加碼 |