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
- 3,384
- 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 1,308 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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 1,940 | $96.0 萬 | 0.36% | −174−8.2% | 減碼 |
| Chickasaw Capital Management LLC | 1,943 | $96.1 萬 | 0.05% | +305+18.6% | 加碼 |
| Aspen Wealth Strategies, LLC | 1,948 | $96.4 萬 | 0.67% | +113+6.2% | 加碼 |
| Patron Partners Advisors, LLC | 1,957 | $96.8 萬 | 0.59% | −52−2.6% | 減碼 |
| Darden Wealth Group Inc | 1,965 | $97.2 萬 | 0.76% | −100−4.8% | 減碼 |
| SRS Capital Advisors, Inc. | 1,966 | $97.3 萬 | 0.10% | −253−11.4% | 減碼 |
| Alpha Family Trust | 1,970 | $97.5 萬 | 0.59% | 00.0% | 不變 |
| Castle Wealth Management LLC | 1,970 | $97.5 萬 | 0.51% | +221+12.6% | 加碼 |
| Profit Investment Management, LLC | 1,974 | $97.7 萬 | 0.55% | 00.0% | 不變 |
| BSW Wealth Partners | 1,974 | $97.7 萬 | 0.17% | −32−1.6% | 減碼 |
| Westside Investment Management, Inc. | 1,983 | $98.1 萬 | 0.24% | −321−13.9% | 減碼 |
| Unique Wealth Strategies, LLC | 1,989 | $98.4 萬 | 0.48% | +227+12.9% | 加碼 |
| Independent Solutions Wealth Management, LLC | 1,991 | $98.5 萬 | 0.23% | +191+10.6% | 加碼 |
| Prosperity Financial Group, Inc. | 1,992 | $98.6 萬 | 0.61% | +121+6.5% | 加碼 |
| First Financial Corp | 1,996 | $98.7 萬 | 0.50% | −436−17.9% | 減碼 |
| Monetta Financial Services Inc | 2,000 | $98.9 萬 | 0.89% | −2,000−50.0% | 減碼 |
| Parkside Investments, LLC | 2,000 | $98.9 萬 | 0.16% | −397−16.6% | 減碼 |
| Epiq Partners, LLC | 2,000 | $98.9 萬 | 0.66% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,000 | $98.9 萬 | 0.21% | +2,000 | 新進 |
| Western Financial Corp | 2,005 | $99.2 萬 | 0.61% | −539−21.2% | 減碼 |
| Cypress Capital, LLC | 2,007 | $99.3 萬 | 0.27% | −150−7.0% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 2,014 | $99.6 萬 | 0.35% | +6+0.3% | 加碼 |
| Evergreen Wealth Management, LLC | 2,032 | $100.5 萬 | 0.68% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 2,033 | $100.5 萬 | 0.28% | +81+4.1% | 加碼 |
| Texas Yale Capital Corp. | 2,043 | $101.1 萬 | 0.04% | −50−2.4% | 減碼 |
| Meitav Dash Investments Ltd | 2,044 | $101.1 萬 | 0.02% | +1,591+351.2% | 加碼 |
| Clean Yield Group | 2,045 | $101.2 萬 | 0.39% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,045 | $101.2 萬 | 0.09% | +348+20.5% | 加碼 |
| Cynosure Management, LLC | 2,048 | $101.3 萬 | 0.18% | −5,475−72.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,051 | $101.5 萬 | 0.30% | 00.0% | 不變 |
| Crewe Advisors LLC | 2,052 | $101.5 萬 | 0.12% | +2,052 | 新進 |
| Quest Partners LLC | 2,053 | $101.6 萬 | 0.18% | +784+61.8% | 加碼 |
| Invenio Wealth Partners LLC | 2,055 | $101.7 萬 | 0.55% | −342−14.3% | 減碼 |
| Berkeley Capital Partners, LLC | 2,060 | $101.9 萬 | 0.31% | +72+3.6% | 加碼 |
| Bard Financial Services, Inc. | 2,060 | $101.9 萬 | 0.11% | −25−1.2% | 減碼 |
| Saxon Interests, Inc. | 2,091 | $103.4 萬 | 0.49% | +243+13.1% | 加碼 |
| Peak Asset Management, LLC | 2,091 | $103.4 萬 | 0.20% | −65−3.0% | 減碼 |
| Argent Advisors, Inc. | 2,093 | $103.5 萬 | 0.41% | +193+10.2% | 加碼 |
| LVW Advisors, LLC | 2,095 | $103.6 萬 | 0.18% | +75+3.7% | 加碼 |
| Savoie Capital LLC | 2,100 | $103.8 萬 | 0.15% | +2,100 | 新進 |
| Wallace Capital Management Inc. | 2,100 | $103.9 萬 | 0.14% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 2,100 | $103.9 萬 | 0.44% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 2,100 | $103.9 萬 | 0.24% | +2,100 | 新進 |
| Convergence Investment Partners, LLC | 2,102 | $104.0 萬 | 0.40% | −419−16.6% | 減碼 |
| Monument Capital Management | 2,106 | $104.2 萬 | 0.30% | −807−27.7% | 減碼 |
| Trust Co of the South | 2,108 | $104.3 萬 | 0.24% | −1,243−37.1% | 減碼 |
| AA Financial Advisors, LLC | 2,108 | $104.3 萬 | 0.42% | +2,108 | 新進 |
| Davies Financial Advisors, Inc. | 2,113 | $104.6 萬 | 1.07% | +2,113 | 新進 |
| Aveo Capital Partners, LLC | 2,127 | $104.7 萬 | 0.11% | −37−1.7% | 減碼 |
| American Money Management, LLC | 2,118 | $104.8 萬 | 0.22% | −3−0.1% | 減碼 |
| HCR Wealth Advisors | 2,120 | $104.9 萬 | 0.16% | +11+0.5% | 加碼 |
| Sovereign Financial Group, Inc. | 2,126 | $105.2 萬 | 0.28% | +48+2.3% | 加碼 |
| Beck Mack & Oliver LLC | 2,127 | $105.2 萬 | 0.02% | +416+24.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,132 | $105.5 萬 | 0.36% | +2,132 | 新進 |
| Buttonwood Financial Advisors Inc. | 2,132 | $105.5 萬 | 0.50% | −87−3.9% | 減碼 |
| ABLE Financial Group, LLC | 2,135 | $105.6 萬 | 0.41% | −53−2.4% | 減碼 |
| Maven Securities LTD | 2,135 | $105.6 萬 | 0.06% | +1,167+120.6% | 加碼 |
| 626 Financial, LLC | 2,136 | $105.7 萬 | 0.64% | +10.0% | 加碼 |
| Pennsylvania Capital Management Inc | 2,141 | $105.9 萬 | 0.44% | −652−23.3% | 減碼 |
| Cookson Peirce & Co Inc | 2,143 | $106.0 萬 | 0.06% | −24,763−92.0% | 減碼 |
| Epic Trust Investment Advisors, LLC | 2,147 | $106.2 萬 | 1.31% | +77+3.7% | 加碼 |
| SMART Wealth LLC | 2,148 | $106.2 萬 | 0.48% | +196+10.0% | 加碼 |
| Professional Financial Advisors, LLC | 2,150 | $106.3 萬 | 0.30% | +96+4.7% | 加碼 |
| CBOE Vest Financial, LLC | 2,153 | $106.4 萬 | 0.03% | +2,153 | 新進 |
| Summit X, LLC | 2,150 | $106.5 萬 | 0.27% | −96−4.3% | 減碼 |
| Richard W. Paul & Associates, LLC | 2,160 | $106.9 萬 | 0.43% | +103+5.0% | 加碼 |
| Consolidated Planning Corp | 2,162 | $107.0 萬 | 0.18% | −12,917−85.7% | 減碼 |
| Five Oceans Advisors | 2,164 | $107.1 萬 | 0.55% | −16−0.7% | 減碼 |
| Childress Capital Advisors, LLC | 2,168 | $107.2 萬 | 0.31% | −440−16.9% | 減碼 |
| Smith, Moore & Co. | 2,168 | $107.2 萬 | 0.11% | −29−1.3% | 減碼 |
| Opinicus Capital, Inc. | 2,168 | $107.3 萬 | 0.95% | −35−1.6% | 減碼 |
| Vista Investment Partners LLC | 2,169 | $107.3 萬 | 0.37% | −6,418−74.7% | 減碼 |
| North Ridge Wealth Advisors, Inc. | 2,169 | $107.3 萬 | 0.83% | −105−4.6% | 減碼 |
| JSF Financial, LLC | 2,171 | $107.4 萬 | 0.34% | +400+22.6% | 加碼 |
| Financial Insights, Inc. | 2,172 | $107.4 萬 | 0.30% | −566−20.7% | 減碼 |
| STAR Financial Bank | 2,175 | $107.6 萬 | 0.92% | +15+0.7% | 加碼 |
| Covenant Partners, LLC | 2,178 | $107.7 萬 | 0.31% | −547−20.1% | 減碼 |
| Angeles Wealth Management, LLC | 2,180 | $107.8 萬 | 0.11% | +537+32.7% | 加碼 |
| WD Rutherford LLC | 2,185 | $108.1 萬 | 0.56% | −30−1.4% | 減碼 |
| BTG Pactual Global Asset Management Ltd | 2,064 | $108.2 萬 | 0.35% | +2,064 | 新進 |
| Sutton Place Investors LLC | 2,188 | $108.2 萬 | 0.54% | +168+8.3% | 加碼 |
| Edentree Asset Management Ltd | 2,192 | $108.4 萬 | 0.34% | −250−10.2% | 減碼 |
| Nordwand Advisors, LLC | 2,197 | $108.7 萬 | 0.42% | −4,201−65.7% | 減碼 |
| Northwest Bancshares, Inc. | 2,202 | $108.9 萬 | 0.17% | +414+23.2% | 加碼 |
| Northeast Investment Management | 2,205 | $109.1 萬 | 0.05% | −425−16.2% | 減碼 |
| Weinberger Asset Management, Inc | 2,208 | $109.2 萬 | 0.53% | −165−7.0% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,214 | $109.5 萬 | 0.76% | +460+26.2% | 加碼 |
| Ethos Financial Group, LLC | 2,216 | $109.6 萬 | 0.21% | +319+16.8% | 加碼 |
| Prudent Man Advisors, LLC | 2,217 | $109.7 萬 | 0.41% | −97−4.2% | 減碼 |
| TRUE Private Wealth Advisors | 2,224 | $110.0 萬 | 0.13% | +133+6.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 2,228 | $110.2 萬 | 0.38% | −247−10.0% | 減碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,232 | $110.4 萬 | 1.81% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 2,234 | $110.5 萬 | 0.38% | −51−2.2% | 減碼 |
| Cooper Financial Group | 2,239 | $110.8 萬 | 0.18% | +165+8.0% | 加碼 |
| Y.D. More Investments Ltd | 2,252 | $111.4 萬 | 0.20% | +180+8.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,260 | $111.8 萬 | 0.18% | −150−6.2% | 減碼 |
| Colonial River Wealth Management, LLC | 2,262 | $111.9 萬 | 0.63% | −904−28.6% | 減碼 |
| Corundum Group, Inc. | 2,263 | $112.0 萬 | 0.54% | −295−11.5% | 減碼 |
| Catalyst Capital Advisors LLC | 2,265 | $112.0 萬 | 0.03% | +66+3.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,273 | $112.5 萬 | 0.18% | −3,251−58.9% | 減碼 |