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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 2,274 | $112.5 萬 | 0.19% | −486−17.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,275 | $112.5 萬 | 0.07% | 00.0% | 不變 |
| ICW Investment Advisors LLC | 2,275 | $112.5 萬 | 0.50% | +322+16.5% | 加碼 |
| Saturna Capital CORP | 2,280 | $112.8 萬 | 0.02% | −220−8.8% | 減碼 |
| Park National Corp | 2,282 | $112.9 萬 | 0.04% | +15+0.7% | 加碼 |
| RKL Wealth Management LLC | 2,290 | $113.3 萬 | 0.11% | +208+10.0% | 加碼 |
| Arvest Trust Co N A | 2,303 | $113.9 萬 | 0.06% | −120−5.0% | 減碼 |
| Uncommon Cents Investing LLC | 2,310 | $114.3 萬 | 0.35% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 2,312 | $114.4 萬 | 0.46% | −4,056−63.7% | 減碼 |
| Lederer & Associates Investment Counsel | 2,313 | $114.4 萬 | 0.79% | +112+5.1% | 加碼 |
| Smith, Salley & Associates | 2,315 | $114.5 萬 | 0.09% | −767−24.9% | 減碼 |
| CVA Family Office, LLC | 2,317 | $114.6 萬 | 0.20% | −190−7.6% | 減碼 |
| Franklin Street Advisors Inc | 2,319 | $114.7 萬 | 0.08% | +495+27.1% | 加碼 |
| Islay Capital Management, LLC | 2,326 | $115.1 萬 | 0.86% | −26−1.1% | 減碼 |
| HTLF Bank | 2,327 | $115.1 萬 | 0.13% | −108−4.4% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 2,563 | $115.3 萬 | 0.63% | +140+5.8% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 2,335 | $115.5 萬 | 0.78% | +10+0.4% | 加碼 |
| Phillips Wealth Planners LLC | 2,464 | $115.5 萬 | 1.33% | +63+2.6% | 加碼 |
| CoreFirst Bank & Trust | 2,336 | $115.6 萬 | 0.72% | −8−0.3% | 減碼 |
| Allred Capital Management, LLC | 2,338 | $115.6 萬 | 0.45% | +355+17.9% | 加碼 |
| Montecito Bank & Trust | 2,348 | $116.2 萬 | 0.23% | +277+13.4% | 加碼 |
| Spirit of America Management Corp | 2,350 | $116.3 萬 | 0.23% | −100−4.1% | 減碼 |
| Cardiff Park Advisors, LLC | 2,351 | $116.3 萬 | 0.11% | +167+7.6% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,354 | $116.5 萬 | 0.23% | +79+3.5% | 加碼 |
| Transatlantique Private Wealth LLC | 2,360 | $116.7 萬 | 0.51% | −19−0.8% | 減碼 |
| State of Wyoming | 2,362 | $116.8 萬 | 0.19% | +1,079+84.1% | 加碼 |
| Keystone Financial Group | 2,364 | $117.0 萬 | 0.17% | +704+42.4% | 加碼 |
| Onefund, LLC | 2,398 | $117.4 萬 | 1.40% | −47−1.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,429 | $117.5 萬 | 0.09% | −672−21.7% | 減碼 |
| Townsend Asset Management Corp | 2,377 | $117.6 萬 | 0.47% | +137+6.1% | 加碼 |
| West Michigan Advisors, LLC | 2,380 | $117.7 萬 | 0.38% | +53+2.3% | 加碼 |
| Reuter James Wealth Management, LLC | 2,382 | $117.8 萬 | 0.82% | +10+0.4% | 加碼 |
| Capital Market Strategies LLC | 2,385 | $118.0 萬 | 0.90% | −106−4.3% | 減碼 |
| Cornerstone Wealth Advisors, Inc. | 2,385 | $118.0 萬 | 0.36% | 00.0% | 不變 |
| Three Seasons Wealth, LLC | 2,576 | $118.0 萬 | 0.83% | +296+13.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 2,390 | $118.2 萬 | 0.31% | +2+0.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,394 | $118.4 萬 | 0.06% | +571+31.3% | 加碼 |
| Bluesphere Advisors, LLC | 2,396 | $118.5 萬 | 0.66% | −358−13.0% | 減碼 |
| Vivaldi Capital Management, LLC | 2,313 | $118.6 萬 | 0.35% | +153+7.1% | 加碼 |
| Plante Moran Financial Advisors, LLC | 2,399 | $118.7 萬 | 0.13% | −69−2.8% | 減碼 |
| MBM Wealth Consultants, LLC | 2,405 | $119.0 萬 | 0.42% | +120+5.3% | 加碼 |
| Moseley Investment Management Inc | 2,415 | $119.5 萬 | 0.59% | +302+14.3% | 加碼 |
| Forte Capital LLC | 2,420 | $119.7 萬 | 0.15% | +217+9.9% | 加碼 |
| InTrack Investment Management Inc | 2,422 | $119.8 萬 | 0.89% | +2,422 | 新進 |
| CFO4Life Group, LLC | 2,426 | $120.0 萬 | 0.22% | −1,389−36.4% | 減碼 |
| JGP Global Gestao de Recursos Ltda. | 2,430 | $120.2 萬 | 0.77% | −696−22.3% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,444 | $120.9 萬 | 0.92% | −94−3.7% | 減碼 |
| Sand Hill Global Advisors, LLC | 2,446 | $121.0 萬 | 0.06% | −449−15.5% | 減碼 |
| Breakwater Capital Group | 2,446 | $121.0 萬 | 0.30% | −10.0% | 減碼 |
| Prentice Wealth Management LLC | 2,462 | $121.8 萬 | 0.42% | +115+4.9% | 加碼 |
| Aletheian Wealth Advisors LLC | 2,463 | $121.9 萬 | 0.66% | +469+23.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,466 | $122.0 萬 | 0.06% | −48−1.9% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 2,480 | $122.7 萬 | 0.50% | −106−4.1% | 減碼 |
| Riverwater Partners LLC | 2,480 | $122.7 萬 | 0.90% | +283+12.9% | 加碼 |
| California First Leasing Corp | 2,489 | $123.1 萬 | 0.57% | 00.0% | 不變 |
| MJP Associates Inc | 2,491 | $123.2 萬 | 0.27% | +536+27.4% | 加碼 |
| MCF Advisors LLC | 2,499 | $123.6 萬 | 0.10% | −83−3.2% | 減碼 |
| Harbert Fund Advisors, Inc. | 2,500 | $123.7 萬 | 0.85% | 00.0% | 不變 |
| KRS Capital Management, LLC | 2,507 | $124.0 萬 | 1.00% | −57−2.2% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 2,511 | $124.2 萬 | 0.25% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 2,514 | $124.4 萬 | 0.91% | −125−4.7% | 減碼 |
| Everett Harris & Co | 2,520 | $124.7 萬 | 0.02% | −53−2.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,527 | $125.0 萬 | 0.26% | +40+1.6% | 加碼 |
| MBL Wealth, LLC | 2,528 | $125.1 萬 | 0.14% | −337−11.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,534 | $125.4 萬 | 0.13% | +52+2.1% | 加碼 |
| WR Wealth Planners, LLC | 2,534 | $125.4 萬 | 0.39% | +73+3.0% | 加碼 |
| Trustmark National Bank Trust Department | 2,541 | $125.7 萬 | 0.10% | +938+58.5% | 加碼 |
| Armstrong Advisory Group, Inc | 2,388 | $125.7 萬 | 0.12% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 2,543 | $125.8 萬 | 0.25% | +2,543 | 新進 |
| Burford Brothers, Inc. | 2,544 | $125.9 萬 | 0.83% | +173+7.3% | 加碼 |
| Riverpark Capital Management LLC | 2,553 | $126.3 萬 | 1.73% | +384+17.7% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,555 | $126.4 萬 | 1.04% | +48+1.9% | 加碼 |
| Chicago Partners Investment Group LLC | 2,610 | $126.9 萬 | 0.05% | +33+1.3% | 加碼 |
| Bremer Bank National Association | 2,568 | $127.0 萬 | 0.24% | −252−8.9% | 減碼 |
| Evermay Wealth Management LLC | 2,570 | $127.1 萬 | 0.19% | −54−2.1% | 減碼 |
| Gitterman Wealth Management, LLC | 2,577 | $127.5 萬 | 0.49% | 00.0% | 不變 |
| Adirondack Trust Co | 2,578 | $127.5 萬 | 0.53% | −48−1.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,579 | $127.6 萬 | 0.45% | +30+1.2% | 加碼 |
| Meridian Financial Partners LLC | 2,721 | $127.6 萬 | 1.64% | +57+2.1% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,590 | $127.7 萬 | 0.23% | +211+8.9% | 加碼 |
| Alta Advisers Ltd | 2,600 | $128.6 萬 | 0.64% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 2,605 | $128.9 萬 | 0.91% | +246+10.4% | 加碼 |
| Rogco, LP | 2,607 | $129.0 萬 | 0.53% | −798−23.4% | 減碼 |
| Gen-Wealth Partners Inc | 2,610 | $129.1 萬 | 0.64% | +2,610 | 新進 |
| Tandem Capital Management Corp | 2,615 | $129.4 萬 | 0.73% | +11+0.4% | 加碼 |
| Arbor Capital Management Inc | 2,609 | $129.6 萬 | 1.23% | −244−8.6% | 減碼 |
| Sivia Capital Partners, LLC | 2,620 | $129.6 萬 | 0.88% | −157−5.7% | 減碼 |
| Enterprise Financial Services Corp | 2,622 | $129.7 萬 | 0.78% | −335−11.3% | 減碼 |
| DGS Capital Management, LLC | 2,623 | $129.8 萬 | 0.37% | −103−3.8% | 減碼 |
| Investment Partners, Ltd. | 2,625 | $129.9 萬 | 0.59% | +7+0.3% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,630 | $130.1 萬 | 0.26% | −10−0.4% | 減碼 |
| Ted Buchan & Co | 2,638 | $130.5 萬 | 0.80% | +946+55.9% | 加碼 |
| Atlas Capital Advisors LLC | 2,648 | $131.0 萬 | 0.20% | 00.0% | 不變 |
| TLWM | 2,657 | $131.4 萬 | 0.29% | −38−1.4% | 減碼 |
| FirstPurpose Wealth LLC | 2,926 | $131.7 萬 | 0.48% | +11+0.4% | 加碼 |
| Sunpointe, LLC | 2,663 | $131.7 萬 | 1.46% | +110+4.3% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,666 | $131.9 萬 | 0.75% | −184−6.5% | 減碼 |
| Droms Strauss Advisors Inc | 2,673 | $132.2 萬 | 0.48% | −5−0.2% | 減碼 |
| Hilltop Partners LLC | 2,673 | $132.3 萬 | 0.47% | +1,747+188.7% | 加碼 |
| Baldwin Brothers Inc | 2,675 | $132.3 萬 | 0.10% | −126−4.5% | 減碼 |