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 |
|---|---|---|---|---|---|
| Clough Capital Partners L P | 1,370 | $67.8 萬 | 0.07% | +900+191.5% | 加碼 |
| Whalen Wealth Management Inc. | 1,371 | $67.8 萬 | 0.50% | 00.0% | 不變 |
| Invesco, LLC | 1,371 | $67.8 萬 | 0.29% | +268+24.3% | 加碼 |
| Triad Wealth Partners, LLC | 1,372 | $67.9 萬 | 0.52% | +1,372 | 新進 |
| Arcus Capital Partners, LLC | 1,373 | $67.9 萬 | 0.21% | +326+31.1% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 1,380 | $68.3 萬 | 0.45% | +1,236+858.3% | 加碼 |
| Charter Oak Capital Management, LLC | 1,382 | $68.4 萬 | 0.07% | +294+27.0% | 加碼 |
| Aspen Grove Capital, LLC | 1,382 | $68.4 萬 | 0.19% | +153+12.4% | 加碼 |
| VeraBank, N.A. | 1,388 | $68.7 萬 | 0.21% | −15−1.1% | 減碼 |
| Aire Advisors, LLC | 1,386 | $68.9 萬 | 0.16% | +14+1.0% | 加碼 |
| Carson Advisory Inc. | 1,393 | $68.9 萬 | 0.48% | −11−0.8% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 1,400 | $69.3 萬 | 0.09% | +1+0.1% | 加碼 |
| Hemington Wealth Management | 1,400 | $69.3 萬 | 0.25% | +259+22.7% | 加碼 |
| Washington Capital Management Inc | 1,410 | $69.8 萬 | 0.56% | −458−24.5% | 減碼 |
| Evergreen Wealth Solutions, LLC | 1,414 | $70.0 萬 | 0.52% | −322−18.5% | 減碼 |
| Summit Place Financial Advisors, LLC | 1,415 | $70.0 萬 | 0.41% | +51+3.7% | 加碼 |
| Eudaimonia Advisors LLC | 1,426 | $70.5 萬 | 0.38% | −157−9.9% | 減碼 |
| Traynor Capital Management, Inc. | 1,426 | $70.5 萬 | 0.07% | +180+14.4% | 加碼 |
| Vivid Wealth Management, LLC | 1,427 | $70.6 萬 | 0.44% | −37−2.5% | 減碼 |
| Clear Creek Financial Management, LLC | 1,428 | $70.6 萬 | 0.09% | +126+9.7% | 加碼 |
| Copperwynd Financial, LLC | 1,429 | $70.7 萬 | 0.25% | +246+20.8% | 加碼 |
| Fiducient Advisors LLC | 1,432 | $70.9 萬 | 0.14% | +18+1.3% | 加碼 |
| Claris Advisors, LLC | 1,433 | $70.9 萬 | 0.36% | +1+0.1% | 加碼 |
| ODonnell Financial Services, LLC | 1,436 | $71.0 萬 | 0.33% | 00.0% | 不變 |
| WMS Partners, LLC | 1,436 | $71.0 萬 | 0.05% | +149+11.6% | 加碼 |
| Headlands Technologies LLC | 1,438 | $71.1 萬 | 0.17% | +107+8.0% | 加碼 |
| OmniStar Financial Group, Inc. | 1,438 | $71.2 萬 | 0.65% | +1,438 | 新進 |
| Ballast Advisors LLC | 1,439 | $71.2 萬 | 0.24% | −10−0.7% | 減碼 |
| General Partner, Inc. | 1,441 | $71.3 萬 | 0.45% | +439+43.8% | 加碼 |
| Bouchey Financial Group Ltd | 1,448 | $71.6 萬 | 0.07% | +112+8.4% | 加碼 |
| Washington Trust Co | 1,449 | $71.7 萬 | 0.03% | −16−1.1% | 減碼 |
| Summit Financial Strategies, Inc. | 1,450 | $71.7 萬 | 0.10% | +670+85.9% | 加碼 |
| XR Securities LLC | 1,451 | $71.8 萬 | 0.21% | +346+31.3% | 加碼 |
| Gibbs Wealth Management | 1,452 | $71.8 萬 | 0.41% | +1,452 | 新進 |
| Pointe Capital Management LLC | 1,457 | $72.1 萬 | 0.45% | −81−5.3% | 減碼 |
| Marotta Asset Management | 1,462 | $72.3 萬 | 0.15% | −68−4.4% | 減碼 |
| Gerber, LLC | 1,463 | $72.4 萬 | 0.61% | 00.0% | 不變 |
| Clifford Group, LLC | 1,467 | $72.6 萬 | 0.60% | +100+7.3% | 加碼 |
| Columbus Macro, LLC | 1,471 | $72.8 萬 | 0.28% | −68−4.4% | 減碼 |
| Latitude Advisors, LLC | 1,478 | $73.1 萬 | 0.46% | +283+23.7% | 加碼 |
| Ssi Investment Management LLC | 1,481 | $73.3 萬 | 0.06% | −16−1.1% | 減碼 |
| Sunflower Bank, N.A. | 1,485 | $73.5 萬 | 0.17% | +7+0.5% | 加碼 |
| Baron Wealth Management LLC | 1,490 | $73.7 萬 | 0.39% | +36+2.5% | 加碼 |
| Detalus Advisors, LLC | 1,495 | $74.0 萬 | 0.26% | −98−6.2% | 減碼 |
| WealthBridge Capital Management, LLC | 1,498 | $74.1 萬 | 0.25% | −233−13.5% | 減碼 |
| Sonata Capital Group Inc | 1,497 | $74.1 萬 | 0.34% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 1,501 | $74.3 萬 | 0.30% | +3+0.2% | 加碼 |
| Copperleaf Capital, LLC | 1,502 | $74.3 萬 | 0.64% | +97+6.9% | 加碼 |
| AllSquare Wealth Management LLC | 1,502 | $74.3 萬 | 0.44% | +150+11.1% | 加碼 |
| BCJ Capital Management, LLC | 1,503 | $74.4 萬 | 0.06% | +650+76.2% | 加碼 |
| LWMG, LLC | 1,508 | $74.6 萬 | 0.17% | −86−5.4% | 減碼 |
| Coppell Advisory Solutions Corp. | 1,519 | $75.2 萬 | 0.14% | +1,519 | 新進 |
| Quantum Financial Advisors, LLC | 1,522 | $75.3 萬 | 0.14% | −24−1.6% | 減碼 |
| FFT Wealth Management LLC | 1,522 | $75.3 萬 | 0.06% | +358+30.8% | 加碼 |
| Interchange Capital Partners, LLC | 1,512 | $75.5 萬 | 0.51% | +149+10.9% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,531 | $75.7 萬 | 0.03% | −36−2.3% | 減碼 |
| Oxinas Partners Wealth Management LLC | 1,530 | $75.7 萬 | 0.49% | −129−7.8% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,532 | $75.8 萬 | 0.55% | +71+4.9% | 加碼 |
| TCM Advisors, LLC | – | $75.8 萬 | 0.60% | – | – |
| Verum Partners LLC | 1,538 | $76.1 萬 | 0.27% | −17−1.1% | 減碼 |
| GW Henssler & Associates Ltd | 1,539 | $76.1 萬 | 0.04% | −3−0.2% | 減碼 |
| HF Advisory Group, LLC | 1,540 | $76.2 萬 | 0.43% | +251+19.5% | 加碼 |
| Proffitt & Goodson Inc | 1,545 | $76.4 萬 | 0.14% | −9−0.6% | 減碼 |
| RFP Financial Group LLC | 1,545 | $76.4 萬 | 0.30% | −357−18.8% | 減碼 |
| Park Edge Advisors, LLC | 1,551 | $76.7 萬 | 0.21% | +986+174.5% | 加碼 |
| White Pine Capital LLC | 1,590 | $76.9 萬 | 0.29% | +46+3.0% | 加碼 |
| La Financiere de L'Echiquier | 1,556 | $77.0 萬 | 0.03% | +166+11.9% | 加碼 |
| Clarus Group, Inc. | 1,560 | $77.2 萬 | 0.54% | +67+4.5% | 加碼 |
| Full Sail Capital, LLC | 1,561 | $77.2 萬 | 0.05% | −64−3.9% | 減碼 |
| Angeles Investment Advisors, LLC | 1,562 | $77.3 萬 | 0.04% | +206+15.2% | 加碼 |
| MQS Management LLC | 1,568 | $77.6 萬 | 0.44% | −7−0.4% | 減碼 |
| Bowman & Co S.C. | 1,562 | $77.6 萬 | 0.47% | +15+1.0% | 加碼 |
| Stephenson National Bank & Trust | 1,569 | $77.6 萬 | 0.27% | −140−8.2% | 減碼 |
| Ignite Planners, LLC | 1,586 | $77.6 萬 | 0.22% | −267−14.4% | 減碼 |
| SFMG, LLC | 1,571 | $77.7 萬 | 0.07% | +107+7.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,571 | $77.7 萬 | 0.28% | +585+59.3% | 加碼 |
| Navellier & Associates Inc | 1,573 | $77.8 萬 | 0.10% | −778−33.1% | 減碼 |
| Collective Family Office LLC | 1,577 | $78.0 萬 | 0.25% | +65+4.3% | 加碼 |
| City State Bank | 1,580 | $78.2 萬 | 0.35% | +10+0.6% | 加碼 |
| Salomon & Ludwin, LLC | 1,598 | $78.7 萬 | 0.07% | +164+11.4% | 加碼 |
| Farmers Trust Co | 1,593 | $78.8 萬 | 0.16% | −5,255−76.7% | 減碼 |
| Jacobsen Capital Management | 1,593 | $78.8 萬 | 0.37% | −19−1.2% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,600 | $79.2 萬 | 0.40% | −3,500−68.6% | 減碼 |
| TBH Global Asset Management, LLC | 1,601 | $79.2 萬 | 0.16% | +13+0.8% | 加碼 |
| Smart Portfolios, LLC | 1,602 | $79.3 萬 | 0.84% | +40+2.6% | 加碼 |
| Fort Point Capital Partners LLC | 1,607 | $79.5 萬 | 0.11% | −5−0.3% | 減碼 |
| Webster Bank, N. A. | 1,610 | $79.6 萬 | 0.09% | +423+35.6% | 加碼 |
| Cape Investment Advisory, Inc. | 1,613 | $79.8 萬 | 0.37% | −12−0.7% | 減碼 |
| Delta Financial Group, Inc. | 1,612 | $79.8 萬 | 0.23% | +16+1.0% | 加碼 |
| Baker Avenue Asset Management, LP | 1,615 | $79.9 萬 | 0.03% | −2,750−63.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 1,619 | $80.1 萬 | 0.45% | −234−12.6% | 減碼 |
| Principal Street Partners, LLC | 1,568 | $80.1 萬 | 0.15% | +144+10.1% | 加碼 |
| Machina Capital S.A.S. | 1,621 | $80.2 萬 | 0.42% | +83+5.4% | 加碼 |
| First National Bank Sioux Falls | 1,625 | $80.4 萬 | 0.44% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 1,627 | $80.5 萬 | 0.33% | −135−7.7% | 減碼 |
| Heron Bay Capital Management | 1,629 | $80.6 萬 | 0.17% | −8−0.5% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,628 | $80.6 萬 | 0.38% | +23+1.4% | 加碼 |
| S. R. Schill & Associates | 1,631 | $80.7 萬 | 0.35% | −1,537−48.5% | 減碼 |
| Seven Mile Advisory | 1,636 | $80.9 萬 | 0.61% | −22−1.3% | 減碼 |
| EdgeRock Capital LLC | 1,643 | $81.2 萬 | 0.65% | +73+4.6% | 加碼 |