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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,697 | $300.0 萬 | 1.50% | +42+0.7% | 加碼 |
| Sentinel Trust Co Lba | 5,690 | $299.6 萬 | 0.39% | 00.0% | 不變 |
| Somerset Trust Co | 5,682 | $299.1 萬 | 1.31% | +87+1.6% | 加碼 |
| Sentry Investment Management LLC | 5,679 | $299.0 萬 | 1.28% | +300+5.6% | 加碼 |
| Joel Isaacson & Co., LLC | 5,668 | $298.4 萬 | 0.18% | +287+5.3% | 加碼 |
| Liberty One Investment Management, LLC | 5,664 | $298.2 萬 | 0.37% | +289+5.4% | 加碼 |
| Stamos Capital Partners, L.P. | 5,640 | $296.9 萬 | 0.81% | −3,730−39.8% | 減碼 |
| Atomi Financial Group, Inc. | 5,637 | $296.8 萬 | 0.41% | +1,881+50.1% | 加碼 |
| Van Cleef Asset Management,Inc | 5,565 | $293.0 萬 | 0.41% | −210−3.6% | 減碼 |
| ROI Financial Advisors, LLC | 5,564 | $292.9 萬 | 2.42% | +5,564 | 新進 |
| Wealth Alliance | 5,556 | $292.5 萬 | 0.41% | −108−1.9% | 減碼 |
| Means Investment Co., Inc. | 5,540 | $291.7 萬 | 0.42% | −162−2.8% | 減碼 |
| Spears Abacus Advisors LLC | 5,525 | $290.9 萬 | 0.23% | +15+0.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,524 | $290.8 萬 | 0.53% | +85+1.6% | 加碼 |
| Manhattan West Asset Management, LLC | 5,514 | $290.3 萬 | 0.81% | +3,056+124.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 5,511 | $290.1 萬 | 1.75% | +36+0.7% | 加碼 |
| Anderson Hoagland & Co | 5,575 | $289.4 萬 | 0.35% | +13+0.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,495 | $289.3 萬 | 0.97% | +69+1.3% | 加碼 |
| Avantax Planning Partners, Inc. | 5,473 | $288.1 萬 | 0.11% | −244−4.3% | 減碼 |
| Royal Fund Management, LLC | 5,458 | $287.4 萬 | 0.36% | +273+5.3% | 加碼 |
| Insight Wealth Strategies, LLC | 5,423 | $285.5 萬 | 0.46% | +76+1.4% | 加碼 |
| Advisor OS, LLC | 5,411 | $284.9 萬 | 0.37% | −139−2.5% | 減碼 |
| Bigelow Investment Advisors, LLC | 5,404 | $284.5 萬 | 1.54% | −98−1.8% | 減碼 |
| Manchester Capital Management LLC | 5,390 | $283.8 萬 | 0.38% | −106−1.9% | 減碼 |
| Financial Perspectives, Inc | 5,378 | $283.2 萬 | 1.15% | +17+0.3% | 加碼 |
| Parkside Financial Bank & Trust | 5,378 | $283.1 萬 | 0.51% | +2,693+100.3% | 加碼 |
| Marex Group plc | 5,364 | $282.4 萬 | 0.11% | +5,364 | 新進 |
| Gryphon Financial Partners LLC | 6,220 | $282.1 萬 | 0.50% | +2,782+80.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,338 | $281.0 萬 | 0.46% | −990−15.6% | 減碼 |
| Blue Square Asset Management, LLC | 5,335 | $280.9 萬 | 1.87% | −5−0.1% | 減碼 |
| Inscription Capital, LLC | 5,320 | $280.1 萬 | 0.77% | +483+10.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,323 | $279.9 萬 | 0.05% | +2,355+79.3% | 加碼 |
| Waterloo Capital, L.P. | 5,313 | $279.7 萬 | 0.45% | +2,548+92.2% | 加碼 |
| Richwood Investment Advisors, LLC | 5,305 | $279.3 萬 | 2.62% | −244−4.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,268 | $277.4 萬 | 0.53% | +290+5.8% | 加碼 |
| StoneX Group Inc. | 5,263 | $277.1 萬 | 0.28% | −79−1.5% | 減碼 |
| Sterling Investment Management, Inc. | 5,263 | $277.1 萬 | 2.03% | −13−0.2% | 減碼 |
| ProVise Management Group, LLC | 5,256 | $276.7 萬 | 0.23% | +155+3.0% | 加碼 |
| JT Stratford LLC | 5,254 | $276.6 萬 | 0.63% | +649+14.1% | 加碼 |
| Columbia Trust Co 01012016 | 5,254 | $276.6 萬 | 1.25% | +604+13.0% | 加碼 |
| Marcum Wealth, LLC | 5,233 | $275.5 萬 | 0.29% | +203+4.0% | 加碼 |
| Bourgeon Capital Management LLC | 5,226 | $275.1 萬 | 0.61% | +4,150+385.7% | 加碼 |
| Trueblood Wealth Management, LLC | 5,225 | $275.1 萬 | 1.73% | +5,225 | 新進 |
| Trust Co of Toledo NA | 5,216 | $274.6 萬 | 0.47% | +651+14.3% | 加碼 |
| Fagan Associates, Inc. | 5,212 | $274.4 萬 | 0.60% | +432+9.0% | 加碼 |
| Cottage Street Advisors LLC | 5,179 | $274.2 萬 | 1.85% | −11−0.2% | 減碼 |
| Mather Group, LLC. | 5,193 | $273.4 萬 | 0.04% | +313+6.4% | 加碼 |
| Parkwood LLC | 5,189 | $273.2 萬 | 0.44% | −1,045−16.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,186 | $273.0 萬 | 0.11% | +1,942+59.9% | 加碼 |
| Consilium Wealth Advisory, LLC | 5,173 | $272.4 萬 | 1.64% | +308+6.3% | 加碼 |
| Cassaday & Co Wealth Management LLC | 5,164 | $271.9 萬 | 0.09% | +65+1.3% | 加碼 |
| Handelsinvest Investeringsforvaltning | 5,160 | $271.7 萬 | 1.11% | −1,181−18.6% | 減碼 |
| NinePointTwo Capital | 5,153 | $271.2 萬 | 1.08% | 00.0% | 不變 |
| Caliber Wealth Management, LLC | 5,144 | $270.8 萬 | 1.59% | +84+1.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,119 | $269.5 萬 | 1.89% | −1,221−19.3% | 減碼 |
| Brasada Capital Management, LP | 5,104 | $268.7 萬 | 0.53% | +471+10.2% | 加碼 |
| AXS Investments LLC | 5,104 | $268.7 萬 | 0.65% | −716−12.3% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,100 | $268.5 萬 | 1.47% | 00.0% | 不變 |
| RB Capital Management, LLC | 5,086 | $267.8 萬 | 0.78% | +27+0.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,112 | $267.1 萬 | 0.57% | +2,042+66.5% | 加碼 |
| Geller Advisors LLC | 5,069 | $266.9 萬 | 0.26% | −261−4.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,060 | $266.4 萬 | 0.16% | +352+7.5% | 加碼 |
| Waypoint Capital Advisors, LLC | 5,039 | $265.3 萬 | 0.77% | +55+1.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,038 | $265.2 萬 | 0.52% | +288+6.1% | 加碼 |
| Apexium Financial, LP | 5,027 | $264.7 萬 | 0.19% | +210+4.4% | 加碼 |
| Sheets Smith Wealth Management | 5,014 | $264.0 萬 | 0.38% | −30−0.6% | 減碼 |
| SPC Financial, Inc. | 5,006 | $263.6 萬 | 0.27% | +5,006 | 新進 |
| Graham Capital Management, L.P. | 5,000 | $263.2 萬 | 0.08% | −22,174−81.6% | 減碼 |
| KP Management LLC | 5,000 | $263.2 萬 | 1.30% | +5,000 | 新進 |
| Hall Capital Management Co Inc | 4,988 | $262.6 萬 | 1.54% | +512+11.4% | 加碼 |
| Tealwood Asset Management Inc | 4,988 | $262.6 萬 | 1.25% | +19+0.4% | 加碼 |
| Cornercap Investment Counsel Inc | 4,963 | $261.3 萬 | 0.43% | −124−2.4% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,956 | $260.9 萬 | 2.49% | +4,956 | 新進 |
| Moser Wealth Advisors, LLC | 4,940 | $260.1 萬 | 1.66% | 00.0% | 不變 |
| Chesapeake Wealth Management | 4,939 | $260.0 萬 | 1.00% | −64−1.3% | 減碼 |
| Eqis Capital Management, Inc. | 4,934 | $259.7 萬 | 0.21% | +324+7.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,933 | $259.7 萬 | 0.09% | +768+18.4% | 加碼 |
| JNBA Financial Advisors | 4,931 | $259.6 萬 | 0.30% | −141−2.8% | 減碼 |
| Independence Bank of Kentucky | 4,914 | $258.7 萬 | 0.91% | +1,006+25.7% | 加碼 |
| North Star Investment Management Corp. | 4,913 | $258.7 萬 | 0.20% | −19−0.4% | 減碼 |
| Redwood Investment Management, LLC | 4,909 | $258.5 萬 | 0.24% | −1,831−27.2% | 減碼 |
| Ami Investment Management Inc | 4,905 | $258.2 萬 | 1.05% | −303−5.8% | 減碼 |
| InterOcean Capital Group, LLC | 4,904 | $258.2 萬 | 0.07% | +573+13.2% | 加碼 |
| Tyche Wealth Partners LLC | 4,895 | $257.7 萬 | 0.62% | +4,895 | 新進 |
| Sunbelt Securities, Inc. | 4,885 | $257.2 萬 | 0.32% | +76+1.6% | 加碼 |
| Country Club Bank | 4,891 | $256.7 萬 | 0.19% | −288−5.6% | 減碼 |
| Steward Partners Investment Solutions, LLC | 4,871 | $256.4 萬 | 1.07% | +4,871 | 新進 |
| Fosun International Ltd | 4,869 | $256.3 萬 | 0.52% | −2,360−32.6% | 減碼 |
| PDS Planning, Inc | 4,860 | $255.9 萬 | 0.29% | +22+0.5% | 加碼 |
| Financial Advocates Investment Management | 4,859 | $255.8 萬 | 0.17% | +205+4.4% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,842 | $254.9 萬 | 1.27% | +808+20.0% | 加碼 |
| Finivi Inc. | 4,841 | $254.8 萬 | 2.49% | +4,841 | 新進 |
| Mesirow Financial Investment Management, Inc. | 47,809 | $254.6 萬 | 0.09% | +47,809 | 新進 |
| Hartline Investment Corp | 4,828 | $254.2 萬 | 0.41% | +3+0.1% | 加碼 |
| Strategic Planning Group, LLC | 4,813 | $253.4 萬 | 0.84% | +4,813 | 新進 |
| Parsons Capital Management Inc | 4,798 | $252.6 萬 | 0.18% | +455+10.5% | 加碼 |
| Concord Wealth Partners | 4,790 | $252.2 萬 | 0.50% | +1,379+40.4% | 加碼 |
| Kovack Advisors, Inc. | 4,780 | $251.7 萬 | 0.30% | −171−3.5% | 減碼 |
| Alaethes Wealth LLC | 4,777 | $251.5 萬 | 1.19% | +131+2.8% | 加碼 |
| Ingalls & Snyder LLC | 4,774 | $251.3 萬 | 0.11% | −70−1.4% | 減碼 |