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 |
|---|---|---|---|---|---|
| JS Capital Management LLC | 41,000 | $2,159 萬 | 2.58% | +6,000+17.1% | 加碼 |
| First American Bank | 40,980 | $2,157 萬 | 1.80% | −758−1.8% | 減碼 |
| Colonial Trust Advisors | 40,957 | $2,156 萬 | 2.29% | −800−1.9% | 減碼 |
| Minneapolis Portfolio Management Group, LLC | 40,690 | $2,142 萬 | 2.81% | −1,732−4.1% | 減碼 |
| Pinnacle Associates Ltd | 40,550 | $2,135 萬 | 0.36% | +377+0.9% | 加碼 |
| HB Wealth Management, LLC | 40,347 | $2,124 萬 | 0.31% | +2,394+6.3% | 加碼 |
| Quantinno Capital Management LP | 40,306 | $2,122 萬 | 0.74% | +5,825+16.9% | 加碼 |
| First Financial Bankshares Inc | 40,194 | $2,116 萬 | 0.51% | +40,194 | 新進 |
| Trillium Asset Management, LLC | 40,122 | $2,112 萬 | 0.58% | +14,378+55.8% | 加碼 |
| Calamos Wealth Management LLC | 40,008 | $2,106 萬 | 1.33% | −181−0.5% | 減碼 |
| Liontrust Investment Partners LLP | 40,000 | $2,106 萬 | 0.31% | +30,500+321.1% | 加碼 |
| Private Capital Advisors, Inc. | 39,947 | $2,103 萬 | 3.20% | −280−0.7% | 減碼 |
| Copeland Capital Management, LLC | 39,822 | $2,096 萬 | 0.42% | −976−2.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 39,389 | $2,074 萬 | 0.73% | +5,092+14.8% | 加碼 |
| Patten & Patten Inc | 39,253 | $2,067 萬 | 1.70% | −1,222−3.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 39,141 | $2,061 萬 | 0.43% | −667−1.7% | 減碼 |
| First Eagle Investment Management, LLC | 38,822 | $2,044 萬 | 0.05% | −3,327−7.9% | 減碼 |
| Punch & Associates Investment Management, Inc. | 38,821 | $2,044 萬 | 1.19% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 40,500 | $2,042 萬 | 1.46% | +3,650+9.9% | 加碼 |
| Narwhal Capital Management | 38,621 | $2,033 萬 | 2.22% | −6,352−14.1% | 減碼 |
| Cetera Advisors LLC | 38,529 | $2,028 萬 | 0.28% | +2,299+6.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 38,486 | $2,026 萬 | 0.41% | +7,594+24.6% | 加碼 |
| Modera Wealth Management, LLC | 38,471 | $2,025 萬 | 0.34% | −1,266−3.2% | 減碼 |
| Madison Asset Management, LLC | 38,098 | $2,006 萬 | 0.27% | −624−1.6% | 減碼 |
| Metropolitan Life Insurance Co | 37,649 | $1,982 萬 | 0.93% | −677−1.8% | 減碼 |
| Hendershot Investments Inc. | 37,611 | $1,980 萬 | 3.05% | +480+1.3% | 加碼 |
| WSFS Capital Management, LLC | 37,606 | $1,980 萬 | 1.23% | +2,519+7.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 37,591 | $1,979 萬 | 1.52% | +1,500+4.2% | 加碼 |
| Stewart & Patten Co LLC | 37,460 | $1,972 萬 | 3.08% | −528−1.4% | 減碼 |
| JLB & Associates Inc | 37,325 | $1,965 萬 | 2.82% | −179−0.5% | 減碼 |
| Wafra Inc. | 37,234 | $1,960 萬 | 1.15% | −51,695−58.1% | 減碼 |
| Advisors Asset Management, Inc. | 37,208 | $1,959 萬 | 0.40% | −1,754−4.5% | 減碼 |
| SG Americas Securities, LLC | 36,878 | $1,942 萬 | 0.21% | +7,456+25.3% | 加碼 |
| Marco Investment Management LLC | 36,737 | $1,934 萬 | 1.98% | −286−0.8% | 減碼 |
| Park Avenue Securities LLC | 36,617 | $1,928 萬 | 0.27% | +20+0.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 36,599 | $1,927 萬 | 2.58% | −5,890−13.9% | 減碼 |
| Albion Financial Group | 36,522 | $1,923 萬 | 1.58% | +51+0.1% | 加碼 |
| North Point Portfolio Managers Corp | 36,444 | $1,919 萬 | 3.50% | −430−1.2% | 減碼 |
| Andra AP-fonden | 36,300 | $1,911 萬 | 1.01% | +20,100+124.1% | 加碼 |
| Eagle Global Advisors LLC | 36,279 | $1,910 萬 | 1.15% | −617−1.7% | 減碼 |
| Independent Advisor Alliance | 36,062 | $1,894 萬 | 0.68% | +4,434+14.0% | 加碼 |
| Annex Advisory Services, LLC | 35,941 | $1,892 萬 | 0.79% | +758+2.2% | 加碼 |
| Salem Investment Counselors Inc | 35,906 | $1,890 萬 | 0.65% | +1,532+4.5% | 加碼 |
| Stillwater Capital Advisors, LLC | 35,820 | $1,886 萬 | 3.02% | −196−0.5% | 減碼 |
| Resources Investment Advisors, LLC. | 35,759 | $1,883 萬 | 0.33% | +6,051+20.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 35,728 | $1,881 萬 | 0.48% | +2,515+7.6% | 加碼 |
| LMCG Investments, LLC | 35,721 | $1,881 萬 | 1.16% | −363−1.0% | 減碼 |
| Parallel Advisors, LLC | 35,511 | $1,870 萬 | 0.55% | +1,673+4.9% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 35,490 | $1,868 萬 | 1.25% | +14,978+73.0% | 加碼 |
| Wallington Asset Management, LLC | 35,471 | $1,867 萬 | 3.15% | +702+2.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 35,333 | $1,860 萬 | 0.40% | +6,282+21.6% | 加碼 |
| Pictet North America Advisors SA | 35,269 | $1,857 萬 | 2.40% | −3,826−9.8% | 減碼 |
| FineMark National Bank & Trust | 35,065 | $1,846 萬 | 0.76% | +21+0.1% | 加碼 |
| Appleton Partners Inc | 35,053 | $1,846 萬 | 1.49% | +376+1.1% | 加碼 |
| Transform Wealth, LLC | 35,007 | $1,843 萬 | 1.80% | −143−0.4% | 減碼 |
| Harbor Investment Advisory, LLC | 34,817 | $1,833 萬 | 2.12% | +186+0.5% | 加碼 |
| TruWealth Advisors, LLC | 34,765 | $1,830 萬 | 1.40% | −239−0.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 34,516 | $1,817 萬 | 0.82% | −150.0% | 減碼 |
| Whitford Management LLC | 34,425 | $1,812 萬 | 7.12% | +33,497+3,609.6% | 加碼 |
| Artemis Investment Management LLP | 34,414 | $1,812 萬 | 0.27% | −41,024−54.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 34,362 | $1,809 萬 | 1.14% | +2,026+6.3% | 加碼 |
| Raub Brock Capital Management LP | 34,345 | $1,808 萬 | 3.79% | −7,483−17.9% | 減碼 |
| Wesbanco Bank Inc | 34,284 | $1,805 萬 | 1.02% | −21,995−39.1% | 減碼 |
| Kempen Capital Management N.V. | 34,167 | $1,799 萬 | 0.25% | −586−1.7% | 減碼 |
| Spouting Rock Asset Management, LLC | 34,126 | $1,797 萬 | 6.58% | −9,404−21.6% | 減碼 |
| Adviser Investments LLC | 33,959 | $1,788 萬 | 0.25% | +18,101+114.1% | 加碼 |
| Oak Ridge Investments LLC | 33,930 | $1,786 萬 | 2.06% | +438+1.3% | 加碼 |
| Terry L. Blaker | 33,891 | $1,784 萬 | 1.46% | +1,566+4.8% | 加碼 |
| Violich Capital Management, Inc. | 33,850 | $1,782 萬 | 2.89% | −45−0.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 33,807 | $1,780 萬 | 0.56% | +3,415+11.2% | 加碼 |
| First Citizens Bank & Trust Co | 33,346 | $1,756 萬 | 0.32% | +10,881+48.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 33,273 | $1,752 萬 | 1.62% | +211+0.6% | 加碼 |
| TCG Advisory Services, LLC | 33,234 | $1,750 萬 | 1.22% | +25,925+354.7% | 加碼 |
| Argent Trust Co | 33,090 | $1,742 萬 | 0.87% | +208+0.6% | 加碼 |
| Baader Bank INC | 33,042 | $1,739 萬 | 1.48% | −2,708−7.6% | 減碼 |
| LSV Asset Management | 33,000 | $1,737 萬 | 0.04% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 32,951 | $1,735 萬 | 1.22% | −30−0.1% | 減碼 |
| Bragg Financial Advisors, Inc | 32,881 | $1,731 萬 | 0.82% | −1,629−4.7% | 減碼 |
| Apollon Wealth Management, LLC | 32,756 | $1,725 萬 | 0.60% | +10,828+49.4% | 加碼 |
| Cim, LLC | 32,661 | $1,720 萬 | 2.68% | +298+0.9% | 加碼 |
| Anchor Capital Advisors LLC | 32,601 | $1,716 萬 | 0.45% | −1,617−4.7% | 減碼 |
| Neville Rodie & Shaw Inc | 32,587 | $1,716 萬 | 1.40% | +416+1.3% | 加碼 |
| Edgar Lomax Co | 32,568 | $1,715 萬 | 1.12% | −1,315−3.9% | 減碼 |
| Avantax Advisory Services, Inc. | 32,556 | $1,714 萬 | 0.17% | +266+0.8% | 加碼 |
| Empirical Finance, LLC | 32,475 | $1,710 萬 | 1.19% | +133+0.4% | 加碼 |
| Washington Trust Bank | 32,467 | $1,709 萬 | 1.51% | −1,540−4.5% | 減碼 |
| Carlson Capital Management | 32,429 | $1,707 萬 | 0.88% | +319+1.0% | 加碼 |
| ExodusPoint Capital Management, LP | 32,426 | $1,707 萬 | 0.21% | +18,970+141.0% | 加碼 |
| Granite Investment Partners, LLC | 32,247 | $1,698 萬 | 0.66% | −581−1.8% | 減碼 |
| Vinva Investment Management Ltd | 32,283 | $1,695 萬 | 1.18% | +32,283 | 新進 |
| Beacon Investment Advisory Services, Inc. | 32,130 | $1,692 萬 | 0.77% | −2,696−7.7% | 減碼 |
| Kornitzer Capital Management Inc | 31,821 | $1,675 萬 | 0.33% | −564−1.7% | 減碼 |
| Citizens Financial Group Inc | 31,815 | $1,675 萬 | 0.58% | +1,303+4.3% | 加碼 |
| CCM Investment Advisers LLC | 31,740 | $1,671 萬 | 2.06% | +220+0.7% | 加碼 |
| Barlow Wealth Partners, Inc. | 31,616 | $1,664 萬 | 2.37% | +31,616 | 新進 |
| LGT Group Foundation | 31,615 | $1,659 萬 | 0.37% | +2,504+8.6% | 加碼 |
| Boston Private Wealth LLC | 31,347 | $1,650 萬 | 0.40% | −4,435−12.4% | 減碼 |
| Tower Bridge Advisors | 31,323 | $1,649 萬 | 1.42% | −34−0.1% | 減碼 |
| YHB Investment Advisors, Inc. | 31,271 | $1,646 萬 | 1.59% | −3,743−10.7% | 減碼 |
| 11 Capital Partners LP | 31,062 | $1,635 萬 | 7.90% | −685−2.2% | 減碼 |