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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 4,769 | $251.1 萬 | 0.04% | −245−4.9% | 減碼 |
| Napa Wealth Management | 4,739 | $249.5 萬 | 1.35% | +4,739 | 新進 |
| Fukoku Mutual Life Insurance Co | 4,735 | $249.3 萬 | 0.21% | −1,635−25.7% | 減碼 |
| Monte Financial Group, LLC | 4,725 | $248.8 萬 | 1.16% | −33−0.7% | 減碼 |
| Concord Asset Management, LLC | 4,724 | $248.7 萬 | 0.73% | +1,717+57.1% | 加碼 |
| Palouse Capital Management, Inc. | 4,712 | $248.1 萬 | 1.75% | −133−2.7% | 減碼 |
| Conscious Wealth Investments, LLC | 5,021 | $247.8 萬 | 1.98% | +5,021 | 新進 |
| Harfst & Associates, Inc. | 4,688 | $246.8 萬 | 0.65% | −102−2.1% | 減碼 |
| McDonald Partners LLC | 4,662 | $245.5 萬 | 0.73% | +40+0.9% | 加碼 |
| Marion Wealth Management | 4,651 | $244.8 萬 | 0.78% | +88+1.9% | 加碼 |
| Hartford Financial Management Inc. | 4,648 | $244.7 萬 | 0.55% | −18−0.4% | 減碼 |
| Hartford Funds Management Co LLC | 4,645 | $244.6 萬 | 0.24% | +896+23.9% | 加碼 |
| Cape Ann Savings Bank | 4,773 | $244.3 萬 | 1.61% | −54−1.1% | 減碼 |
| GAMMA Investing LLC | 4,771 | $244.1 萬 | 0.66% | +4,771 | 新進 |
| Harvey Investment Co LLC | 4,631 | $243.8 萬 | 0.29% | −145−3.0% | 減碼 |
| KKM Financial LLC | 4,625 | $243.5 萬 | 1.53% | +4,625 | 新進 |
| Bank Hapoalim BM | 4,610 | $242.7 萬 | 0.33% | −274−5.6% | 減碼 |
| WP Advisors, LLC | 4,595 | $241.9 萬 | 0.90% | +47+1.0% | 加碼 |
| Oak Asset Management, LLC | 4,595 | $241.9 萬 | 0.96% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,584 | $241.3 萬 | 0.45% | −200−4.2% | 減碼 |
| Lake Street Financial LLC | 4,581 | $241.2 萬 | 0.38% | −563−10.9% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $240.9 萬 | 0.93% | 00.0% | 不變 |
| Criterion Capital Advisors, LLC | 4,570 | $240.6 萬 | 1.75% | +4,570 | 新進 |
| Advisor Resource Council | 4,559 | $240.0 萬 | 0.28% | +3,721+444.0% | 加碼 |
| Counterweight Ventures, LLC | 4,556 | $239.9 萬 | 2.18% | +4,556 | 新進 |
| Confluence Wealth Services, Inc. | 4,552 | $239.7 萬 | 0.26% | +422+10.2% | 加碼 |
| Marvin & Palmer Associates Inc | 4,550 | $239.5 萬 | 2.67% | +4,550 | 新進 |
| Park Place Capital Corp | 4,548 | $239.4 萬 | 0.95% | −482−9.6% | 減碼 |
| Trust Point Inc. | 4,519 | $237.9 萬 | 0.20% | +4,519 | 新進 |
| SilverOak Wealth Management LLC | 4,730 | $237.7 萬 | 0.64% | +4,730 | 新進 |
| IMA Wealth, Inc. | 4,511 | $237.5 萬 | 1.19% | −539−10.7% | 減碼 |
| Voya Financial Advisors, Inc. | 4,520 | $237.3 萬 | 0.29% | −41−0.9% | 減碼 |
| Alternative Investment Advisors, LLC. | 4,494 | $236.6 萬 | 1.54% | −15−0.3% | 減碼 |
| Roof Eidam & Maycock | 4,490 | $236.4 萬 | 0.71% | −80−1.8% | 減碼 |
| Arete Wealth Advisors, LLC | 4,489 | $236.3 萬 | 0.18% | +4,489 | 新進 |
| Magnus Financial Group LLC | 4,486 | $236.2 萬 | 0.31% | +331+8.0% | 加碼 |
| Core Wealth Advisors, Inc. | 4,485 | $236.1 萬 | 0.87% | +13+0.3% | 加碼 |
| Optas, LLC | 4,474 | $235.5 萬 | 0.71% | +27+0.6% | 加碼 |
| International Assets Investment Management, LLC | 4,468 | $235.2 萬 | 0.30% | +85+1.9% | 加碼 |
| Freedom Day Solutions, LLC | 4,469 | $235.2 萬 | 0.92% | −55−1.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 4,467 | $234.6 萬 | 0.05% | +2,880+181.5% | 加碼 |
| Davidson Capital Management Inc. | 4,456 | $234.6 萬 | 0.85% | +99+2.3% | 加碼 |
| Kathmere Capital Management, LLC | 4,456 | $234.6 萬 | 0.30% | +155+3.6% | 加碼 |
| Accretive Wealth Partners, LLC | 4,437 | $233.6 萬 | 1.12% | +16+0.4% | 加碼 |
| Wellington Wealth Strategies, LLC. | 4,425 | $233.0 萬 | 2.03% | +4,425 | 新進 |
| Beaumont Financial Advisors, LLC | 4,419 | $232.6 萬 | 0.21% | −272−5.8% | 減碼 |
| Personal Cfo Solutions, LLC | 4,414 | $232.4 萬 | 0.40% | −25−0.6% | 減碼 |
| Cidel Asset Management Inc | 4,410 | $232.2 萬 | 0.10% | +4,410 | 新進 |
| Norden Group LLC | 4,410 | $232.1 萬 | 0.40% | −1,973−30.9% | 減碼 |
| Glassman Wealth Services | 4,399 | $231.6 萬 | 0.33% | −36−0.8% | 減碼 |
| SWS Partners | 4,396 | $231.5 萬 | 0.75% | −372−7.8% | 減碼 |
| Left Brain Wealth Management, LLC | 4,385 | $230.9 萬 | 1.33% | +536+13.9% | 加碼 |
| Ledge Wealth Management, Inc. | 4,371 | $230.1 萬 | 0.89% | −117−2.6% | 減碼 |
| Baker Avenue Asset Management, LP | 4,365 | $229.8 萬 | 0.10% | +3,146+258.1% | 加碼 |
| IFG Advisory, LLC | 4,345 | $228.8 萬 | 0.17% | +153+3.6% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,337 | $228.3 萬 | 0.69% | −55−1.3% | 減碼 |
| Continuum Advisory, LLC | 4,331 | $227.9 萬 | 0.32% | −273−5.9% | 減碼 |
| StrongBox Wealth, LLC | 4,310 | $226.9 萬 | 1.32% | −134−3.0% | 減碼 |
| Frisch Financial Group, Inc. | 4,301 | $226.4 萬 | 0.85% | +200+4.9% | 加碼 |
| Worth Asset Management, LLC | 4,296 | $226.2 萬 | 1.62% | +3,666+581.9% | 加碼 |
| Cahill Financial Advisors Inc | 4,286 | $225.7 萬 | 0.33% | +14+0.3% | 加碼 |
| Prosperity Consulting Group, LLC | 4,286 | $225.6 萬 | 0.76% | +537+14.3% | 加碼 |
| 9258 Wealth Management, LLC | 4,273 | $225.0 萬 | 0.40% | +290+7.3% | 加碼 |
| Affinity Investment Advisors, LLC | 4,272 | $224.9 萬 | 1.53% | −373−8.0% | 減碼 |
| Oak Associates, Ltd | 4,269 | $224.8 萬 | 0.17% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 4,255 | $224.0 萬 | 2.16% | +28+0.7% | 加碼 |
| L.M. Kohn & Company | 4,246 | $223.6 萬 | 0.71% | +318+8.1% | 加碼 |
| Engineers Gate Manager LP | 4,242 | $223.3 萬 | 0.06% | +4,242 | 新進 |
| Boomfish Wealth Group, LLC | 4,239 | $223.2 萬 | 1.61% | +4,239 | 新進 |
| Menard Financial Group LLC | 4,238 | $223.1 萬 | 2.77% | −6−0.1% | 減碼 |
| Court Place Advisors, LLC | 4,234 | $222.9 萬 | 0.73% | +50+1.2% | 加碼 |
| Altfest L J & Co Inc | 4,233 | $222.8 萬 | 0.32% | +335+8.6% | 加碼 |
| Fiat Wealth Management LLC | 4,227 | $222.5 萬 | 28.16% | +4,227 | 新進 |
| Oarsman Capital, Inc. | 4,219 | $222.1 萬 | 0.59% | +138+3.4% | 加碼 |
| Courier Capital LLC | 4,205 | $221.4 萬 | 0.17% | +8+0.2% | 加碼 |
| Applied Capital LLC | 4,203 | $221.3 萬 | 2.04% | −293−6.5% | 減碼 |
| Symmetry Investments LP | 4,200 | $221.1 萬 | 0.40% | +4,200 | 新進 |
| Ronald Blue Trust, Inc. | 4,352 | $219.5 萬 | 0.04% | +457+11.7% | 加碼 |
| Certified Advisory Corp | 4,164 | $219.2 萬 | 0.33% | −39,436−90.4% | 減碼 |
| First Business Financial Services, Inc. | 4,158 | $218.9 萬 | 0.25% | +80+2.0% | 加碼 |
| Quadcap Wealth Management, LLC | 4,147 | $218.3 萬 | 0.56% | +4,147 | 新進 |
| Iyo Bank, Ltd. | 4,140 | $218.0 萬 | 1.03% | +990+31.4% | 加碼 |
| Revolve Wealth Partners, LLC | 4,133 | $217.6 萬 | 0.42% | −553−11.8% | 減碼 |
| Canopy Partners, LLC | 4,122 | $217.0 萬 | 1.32% | +4,122 | 新進 |
| Morris Retirement Advisors, LLC | 4,119 | $216.8 萬 | 1.43% | +1,180+40.1% | 加碼 |
| Ellenbecker Investment Group | 4,116 | $216.7 萬 | 0.50% | −16−0.4% | 減碼 |
| Lawson Kroeker Investment Management Inc | 4,116 | $216.7 萬 | 0.44% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 4,112 | $216.5 萬 | 0.55% | +4,112 | 新進 |
| Northcape Wealth Management, LLC | 4,112 | $216.5 萬 | 0.78% | −4−0.1% | 減碼 |
| Triangle Securities Wealth Management | 4,107 | $216.2 萬 | 0.67% | −43−1.0% | 減碼 |
| Twinbeech Capital LP | 4,088 | $215.2 萬 | 0.03% | +4,088 | 新進 |
| Opal Wealth Advisors, LLC | 4,081 | $214.9 萬 | 0.85% | −20.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,190 | $214.4 萬 | 0.02% | −115−2.7% | 減碼 |
| Lincluden Management Ltd | 4,072 | $214.4 萬 | 0.26% | −49−1.2% | 減碼 |
| Catalyst Financial Partners LLC | 4,071 | $214.3 萬 | 0.61% | +232+6.0% | 加碼 |
| Fairfield Financial Advisors, LTD | 4,051 | $213.3 萬 | 0.81% | +573+16.5% | 加碼 |
| Paralel Advisors LLC | 4,047 | $213.1 萬 | 0.11% | 00.0% | 不變 |
| Ahl Investment Management, Inc. | 4,042 | $212.8 萬 | 1.74% | +5+0.1% | 加碼 |
| Greater Midwest Financial Group, LLC | 4,041 | $212.7 萬 | 1.45% | +4,041 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 3,984 | $212.7 萬 | 0.52% | +2,764+226.6% | 加碼 |