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。
2024 年第 1 季 13F 持有人
UnitedHealth Group Inc 在 2024/3/31 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
- 3,385
- 較 2023 年第 4 季 +16 家
- 持有股數
- 8.07 億
- 較 2023 年第 4 季 −317.2 萬 (−0.4%)
- 總市值
- $3,989 億
- 較 2023 年第 4 季 −$275.9 億 (−6.5%)
- 新進機構
- 185
- 另有 1,545 家加碼
- 清倉機構
- 169
- 另有 1,309 家減碼
另有 53 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 1,190 | $58.9 萬 | 0.21% | 00.0% | 不變 |
| Berry Wealth Group, LP | 1,190 | $58.9 萬 | 0.49% | −139−10.5% | 減碼 |
| Bullock Wealth Management Group | 1,208 | $59.2 萬 | 0.40% | +1,208 | 新進 |
| MTM Investment Management, LLC | 1,196 | $59.2 萬 | 0.24% | +73+6.5% | 加碼 |
| May Barnhard Investments LLC | 1,197 | $59.2 萬 | 0.30% | +117+10.8% | 加碼 |
| Dillon & Associates Inc | 1,197 | $59.3 萬 | 0.09% | 00.0% | 不變 |
| Sharp Financial Services, LLC | 1,200 | $59.4 萬 | 0.55% | +1,200 | 新進 |
| Traveka Wealth, LLC | 1,201 | $59.4 萬 | 0.27% | +38+3.3% | 加碼 |
| Waters Parkerson & Co., LLC | 1,205 | $59.6 萬 | 0.03% | +86+7.7% | 加碼 |
| Howland Capital Management LLC | 1,205 | $59.6 萬 | 0.03% | −50−4.0% | 減碼 |
| NavPoint Financial, Inc. | 1,205 | $59.6 萬 | 0.52% | +4+0.3% | 加碼 |
| Curbstone Financial Management Corp | 1,206 | $59.7 萬 | 0.13% | −20−1.6% | 減碼 |
| Everpar Advisors LLC | 1,207 | $59.7 萬 | 0.36% | −785−39.4% | 減碼 |
| Fernwood Investment Management, LLC | 1,207 | $59.7 萬 | 0.17% | −70−5.5% | 減碼 |
| First Bank & Trust | 1,208 | $59.8 萬 | 0.12% | +128+11.9% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 1,211 | $59.9 萬 | 0.48% | +70+6.1% | 加碼 |
| Penobscot Wealth Management | 1,213 | $60.0 萬 | 0.38% | +14+1.2% | 加碼 |
| Vigilare Wealth Management | 1,216 | $60.2 萬 | 0.30% | −295−19.5% | 減碼 |
| Parcion Private Wealth LLC | 1,223 | $60.5 萬 | 0.05% | −72−5.6% | 減碼 |
| Charles Schwab Trust Co | 1,227 | $60.7 萬 | 0.06% | −1,545−55.7% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,229 | $60.8 萬 | 0.10% | +14+1.2% | 加碼 |
| Wealth Group, Ltd. | 1,232 | $60.9 萬 | 0.46% | +1,232 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 1,232 | $60.9 萬 | 0.11% | −13−1.0% | 減碼 |
| KilterHowling LLC | 1,234 | $61.0 萬 | 0.43% | +342+38.3% | 加碼 |
| Hoxton Planning & Management, LLC | 1,234 | $61.0 萬 | 0.29% | −81−6.2% | 減碼 |
| Zuckerman Investment Group, LLC | 1,235 | $61.1 萬 | 0.07% | +134+12.2% | 加碼 |
| Grassi Investment Management | 1,235 | $61.1 萬 | 0.06% | +350+39.5% | 加碼 |
| MEMBERS Trust Co | 1,239 | $61.3 萬 | 0.02% | +154+14.2% | 加碼 |
| Midwest Financial Group LLC | 1,243 | $61.5 萬 | 0.41% | −11−0.9% | 減碼 |
| Dimension Capital Management LLC | 1,245 | $61.6 萬 | 0.12% | +99+8.6% | 加碼 |
| Invst, LLC | 1,258 | $61.6 萬 | 0.07% | +17+1.4% | 加碼 |
| Bordeaux Wealth Advisors LLC | 1,247 | $61.7 萬 | 0.20% | −548−30.5% | 減碼 |
| Winthrop Advisory Group LLC | 1,249 | $61.8 萬 | 0.09% | −13−1.0% | 減碼 |
| Kavar Capital Partners Group, LLC | 1,249 | $61.8 萬 | 0.11% | −485−28.0% | 減碼 |
| Avory & Company, LLC | 1,249 | $61.8 萬 | 0.42% | −232−15.7% | 減碼 |
| Holistic Financial Partners | 1,250 | $61.8 萬 | 0.31% | −33−2.6% | 減碼 |
| Summa Corp. | 1,250 | $61.8 萬 | 0.34% | +300+31.6% | 加碼 |
| Source Financial Advisors LLC | 1,250 | $61.8 萬 | 0.19% | −229−15.5% | 減碼 |
| Insight Advisors, LLC | 1,250 | $61.9 萬 | 0.12% | −84−6.3% | 減碼 |
| Boston Mountain Money Management Inc | 1,252 | $61.9 萬 | 0.42% | +1,252 | 新進 |
| Intrepid Financial Planning Group LLC | 1,253 | $62.0 萬 | 0.27% | +5+0.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 1,253 | $62.0 萬 | 0.10% | −219−14.9% | 減碼 |
| Goldstein Advisors, LLC | 1,256 | $62.1 萬 | 0.11% | +78+6.6% | 加碼 |
| Cassia Capital Partners, LLC | 1,258 | $62.2 萬 | 0.41% | +287+29.6% | 加碼 |
| Prairiewood Capital, LLC | 1,261 | $62.4 萬 | 0.29% | 00.0% | 不變 |
| True North Advisors, LLC | 1,264 | $62.5 萬 | 0.17% | +102+8.8% | 加碼 |
| Modus Advisors, LLC | 1,264 | $62.5 萬 | 0.23% | +41+3.4% | 加碼 |
| Wealth Forward, LLC | 1,267 | $62.7 萬 | 0.49% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 1,267 | $62.7 萬 | 0.11% | +57+4.7% | 加碼 |
| DDFG, Inc | 1,268 | $62.7 萬 | 0.20% | 00.0% | 不變 |
| BCK Partners, Inc. | 1,269 | $62.8 萬 | 0.34% | +27+2.2% | 加碼 |
| Ninepoint Partners LP | 1,271 | $62.9 萬 | 0.08% | 00.0% | 不變 |
| Thomasville National Bank | 1,276 | $63.1 萬 | 0.05% | −16−1.2% | 減碼 |
| High Net Worth Advisory Group LLC | 1,278 | $63.2 萬 | 0.20% | +270+26.8% | 加碼 |
| Donoghue Forlines LLC | 1,279 | $63.3 萬 | 0.18% | +185+16.9% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,280 | $63.3 萬 | 0.00% | −50−3.8% | 減碼 |
| Smith Anglin Financial, LLC | 1,281 | $63.4 萬 | 0.07% | +85+7.1% | 加碼 |
| Advus Financial Partners, LLC | 1,282 | $63.4 萬 | 0.20% | −80−5.9% | 減碼 |
| BluePath Capital Management, LLC | 1,282 | $63.4 萬 | 0.49% | +254+24.7% | 加碼 |
| Kanawha Capital Management LLC | 1,282 | $63.4 萬 | 0.05% | −285−18.2% | 減碼 |
| Hoylecohen, LLC | 1,283 | $63.5 萬 | 0.05% | +2+0.2% | 加碼 |
| Cypress Wealth Services, LLC | 1,283 | $63.5 萬 | 0.15% | +56+4.6% | 加碼 |
| Pathway Financial Advisors LLC | 1,286 | $63.6 萬 | 0.17% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 1,287 | $63.7 萬 | 0.02% | −414−24.3% | 減碼 |
| Valley National Advisers Inc | 1,291 | $63.8 萬 | 0.10% | −125−8.8% | 減碼 |
| Fortress Wealth Group, LLC | 1,262 | $64.0 萬 | 0.34% | −17−1.3% | 減碼 |
| American State Bank (Iowa) | 1,294 | $64.0 萬 | 0.43% | −438−25.3% | 減碼 |
| Altiora Financial Group, LLC | 1,295 | $64.1 萬 | 0.17% | 00.0% | 不變 |
| Seeds Investor LLC | 1,298 | $64.2 萬 | 0.59% | +202+18.4% | 加碼 |
| Novak & Powell Financial Services, Inc. | 1,298 | $64.2 萬 | 0.48% | +4+0.3% | 加碼 |
| NFP Retirement, Inc. | 1,298 | $64.3 萬 | 0.06% | +19+1.5% | 加碼 |
| Braun-Bostich & Associates Inc. | 1,300 | $64.3 萬 | 0.54% | −432−24.9% | 減碼 |
| Raleigh Capital Management Inc. | 1,307 | $64.6 萬 | 0.28% | +335+34.5% | 加碼 |
| Kraft, Davis & Associates, LLC | 1,268 | $64.8 萬 | 0.20% | +723+132.7% | 加碼 |
| Good Life Advisors, LLC | 1,310 | $64.8 萬 | 0.06% | −326−19.9% | 減碼 |
| Eagle Wealth Strategies LLC | 1,329 | $65.1 萬 | 0.53% | −39−2.9% | 減碼 |
| Marquette Asset Management, LLC | 1,317 | $65.2 萬 | 0.11% | −13−1.0% | 減碼 |
| SRB Corp | 1,318 | $65.2 萬 | 0.04% | +372+39.3% | 加碼 |
| Lewis Asset Management, LLC | 1,319 | $65.2 萬 | 0.54% | −308−18.9% | 減碼 |
| Financial Management Professionals, Inc. | 1,320 | $65.3 萬 | 0.10% | −21−1.6% | 減碼 |
| GenTrust, LLC | 1,320 | $65.3 萬 | 0.04% | +169+14.7% | 加碼 |
| Congress Park Capital LLC | 1,325 | $65.5 萬 | 0.29% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1,328 | $65.7 萬 | 0.41% | −100−7.0% | 減碼 |
| First Western Trust Bank | 1,328 | $65.7 萬 | 0.03% | −53−3.8% | 減碼 |
| Heritage Financial Services, LLC | 1,332 | $65.9 萬 | 0.10% | +6+0.5% | 加碼 |
| Virtue Capital Management, LLC | 1,497 | $66.0 萬 | 0.12% | – | – |
| Veracity Capital LLC | 1,335 | $66.0 萬 | 0.26% | +20+1.5% | 加碼 |
| K.J. Harrison & Partners Inc | 1,340 | $66.3 萬 | 0.10% | −8,312−86.1% | 減碼 |
| Emerald Advisers, LLC | 1,340 | $66.3 萬 | 0.03% | −510−27.6% | 減碼 |
| Worth Financial Advisory Group, LLC | 1,340 | $66.3 萬 | 0.46% | +7+0.5% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 1,343 | $66.4 萬 | 0.87% | −6−0.4% | 減碼 |
| Infrastructure Capital Advisors, LLC | 1,344 | $66.5 萬 | 0.09% | −2,678−66.6% | 減碼 |
| Consolidated Portfolio Review Corp | 1,347 | $66.6 萬 | 0.17% | −201−13.0% | 減碼 |
| Williamson Legacy Group, LLC | 1,351 | $66.8 萬 | 0.52% | +8+0.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,360 | $67.3 萬 | 0.23% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 1,363 | $67.4 萬 | 0.13% | +200+17.2% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 1,366 | $67.6 萬 | 0.36% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 1,366 | $67.6 萬 | 0.36% | +18+1.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,367 | $67.6 萬 | 0.01% | −6,855−83.4% | 減碼 |
| Arlington Capital Management, Inc. | 1,367 | $67.6 萬 | 0.56% | +34+2.6% | 加碼 |