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 |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 2,679 | $132.5 萬 | 1.04% | +90+3.5% | 加碼 |
| First County Bank | 2,683 | $132.7 萬 | 0.65% | −411−13.3% | 減碼 |
| ASB Consultores, LLC | 2,683 | $132.7 萬 | 0.34% | +1,872+230.8% | 加碼 |
| Apeiron RIA LLC | 2,684 | $132.8 萬 | 0.38% | +13+0.5% | 加碼 |
| Caldwell Investment Management Ltd. | 2,690 | $132.9 萬 | 0.99% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,550 | $132.9 萬 | 0.36% | +10+0.4% | 加碼 |
| Garrison Point Advisors, LLC | 2,693 | $133.2 萬 | 0.86% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 2,694 | $133.3 萬 | 0.27% | +394+17.1% | 加碼 |
| LVM Capital Management Ltd | 2,699 | $133.5 萬 | 0.16% | −162−5.7% | 減碼 |
| Essex Savings Bank | 2,540 | $133.7 萬 | 0.39% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 2,711 | $134.1 萬 | 0.17% | +22+0.8% | 加碼 |
| Riverview Trust Co | 2,714 | $134.3 萬 | 1.03% | +85+3.2% | 加碼 |
| Nicolet Bankshares Inc | 2,716 | $134.4 萬 | 0.33% | +155+6.1% | 加碼 |
| Prostatis Group LLC | 2,737 | $134.8 萬 | 0.51% | +1,844+206.5% | 加碼 |
| Perennial Investment Advisors, LLC | 2,737 | $135.4 萬 | 0.21% | +63+2.4% | 加碼 |
| Linden Thomas Advisory Services, LLC | 2,739 | $135.5 萬 | 0.22% | +520+23.4% | 加碼 |
| One Capital Management, LLC | 2,747 | $135.9 萬 | 0.05% | −311−10.2% | 減碼 |
| Kensington Investment Counsel, LLC | 2,747 | $135.9 萬 | 0.62% | −11−0.4% | 減碼 |
| Wolf Group Capital Advisors | 2,834 | $136.2 萬 | 0.65% | 00.0% | 不變 |
| BancorpSouth Bank | 2,754 | $136.2 萬 | 0.10% | −66−2.3% | 減碼 |
| Ellis Investment Partners, LLC | 2,762 | $136.6 萬 | 0.30% | −6−0.2% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 2,765 | $136.8 萬 | 0.41% | −171−5.8% | 減碼 |
| GTS Securities LLC | 2,767 | $136.9 萬 | 0.04% | −8,018−74.3% | 減碼 |
| Crawford Investment Counsel Inc | 2,767 | $136.9 萬 | 0.03% | +182+7.0% | 加碼 |
| Camden Capital, LLC | 2,769 | $137.0 萬 | 0.12% | +87+3.2% | 加碼 |
| Warther Private Wealth, LLC | 2,779 | $137.5 萬 | 0.61% | −8,795−76.0% | 減碼 |
| ERn Financial, LLC | 2,784 | $137.7 萬 | 0.24% | +25+0.9% | 加碼 |
| Leisure Capital Management | 2,791 | $138.1 萬 | 0.69% | −125−4.3% | 減碼 |
| OV Management LLC | 2,800 | $138.5 萬 | 1.00% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 3,116 | $138.8 萬 | 0.54% | +230+8.0% | 加碼 |
| Cambridge Advisors Inc. | 2,807 | $138.9 萬 | 0.33% | 00.0% | 不變 |
| KFA Private Wealth Group, LLC | 2,807 | $138.9 萬 | 0.43% | +92+3.4% | 加碼 |
| Absolute Capital Management, LLC | 2,812 | $139.1 萬 | 0.89% | +4+0.1% | 加碼 |
| Quotient Wealth Partners, LLC | 2,821 | $139.6 萬 | 0.05% | +571+25.4% | 加碼 |
| First Financial Bank - Trust Division | 2,830 | $140.0 萬 | 0.13% | −90−3.1% | 減碼 |
| Stonebrook Private Inc. | 2,833 | $140.1 萬 | 0.41% | +7+0.2% | 加碼 |
| Baldwin Investment Management, LLC | 2,833 | $140.1 萬 | 0.19% | +32+1.1% | 加碼 |
| Cim Investment Mangement Inc | 2,839 | $140.4 萬 | 0.42% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 2,850 | $141.0 萬 | 0.28% | +278+10.8% | 加碼 |
| Wilkins Investment Counsel Inc | 2,850 | $141.0 萬 | 0.21% | +2,850 | 新進 |
| Kingfisher Capital LLC | 2,853 | $141.2 萬 | 0.34% | +8+0.3% | 加碼 |
| KG&L Capital Management,LLC | 2,855 | $141.2 萬 | 0.56% | +839+41.6% | 加碼 |
| Crestwood Advisors Group LLC | 2,859 | $141.4 萬 | 0.03% | +149+5.5% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,859 | $141.4 萬 | 0.13% | +8+0.3% | 加碼 |
| Intrua Financial, LLC | 2,865 | $141.7 萬 | 0.22% | −271−8.6% | 減碼 |
| Mendel Money Management | 2,874 | $142.2 萬 | 0.66% | +733+34.2% | 加碼 |
| Unique Wealth, LLC | 2,869 | $142.7 萬 | 0.40% | +676+30.8% | 加碼 |
| Readystate Asset Management LP | 2,896 | $143.3 萬 | 0.05% | +2,896 | 新進 |
| FCG Investment Co | 2,898 | $143.4 萬 | 1.15% | −166−5.4% | 減碼 |
| Wellington Shields Capital Management, LLC | 2,902 | $143.6 萬 | 0.27% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 2,902 | $143.6 萬 | 0.68% | −155−5.1% | 減碼 |
| Patton Albertson Miller Group, LLC | 2,919 | $144.4 萬 | 0.22% | −122−4.0% | 減碼 |
| Hillsdale Investment Management Inc. | 2,923 | $144.6 萬 | 0.11% | +216+8.0% | 加碼 |
| Sargent Investment Group, LLC | 2,926 | $144.7 萬 | 0.32% | +69+2.4% | 加碼 |
| Planning Center, Inc. | 2,927 | $144.8 萬 | 0.32% | 00.0% | 不變 |
| E&G Advisors, LP | 2,933 | $145.1 萬 | 0.46% | +81+2.8% | 加碼 |
| Wallace Advisory Group, LLC | 2,759 | $145.3 萬 | 1.09% | −115−4.0% | 減碼 |
| Vectors Research Management, LLC | 2,938 | $145.3 萬 | 0.41% | −142−4.6% | 減碼 |
| Beacon Financial Group | 2,946 | $145.8 萬 | 0.17% | −132−4.3% | 減碼 |
| SageView Advisory Group, LLC | 9,820 | $146.0 萬 | 0.08% | −1,153−10.5% | 減碼 |
| Orrstown Financial Services Inc | 2,954 | $146.1 萬 | 0.81% | +47+1.6% | 加碼 |
| Legacy Bridge, LLC | 2,957 | $146.3 萬 | 0.86% | −3−0.1% | 減碼 |
| Castle Rock Wealth Management, LLC | 3,023 | $146.3 萬 | 0.40% | +309+11.4% | 加碼 |
| Inspire Trust Co, N.A. | 2,967 | $146.8 萬 | 0.82% | +1,407+90.2% | 加碼 |
| Tolleson Wealth Management, Inc. | 2,967 | $146.8 萬 | 0.29% | −73−2.4% | 減碼 |
| Altman Advisors, Inc. | 3,001 | $147.0 萬 | 0.72% | +129+4.5% | 加碼 |
| Heritage Wealth Management, LLC | 2,971 | $147.0 萬 | 0.75% | −68−2.2% | 減碼 |
| Maxwell Wealth Strategies Inc. | 3,061 | $147.4 萬 | 0.75% | +2,579+535.1% | 加碼 |
| Wealth Management Partners, LLC | 2,991 | $147.9 萬 | 0.75% | +121+4.2% | 加碼 |
| Diversified, LLC | 2,996 | $148.2 萬 | 0.20% | +117+4.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $148.4 萬 | 0.46% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 3,009 | $148.9 萬 | 0.42% | −273−8.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,018 | $149.3 萬 | 0.29% | +43+1.4% | 加碼 |
| Cullen Investment Group, Ltd. | 3,264 | $149.5 萬 | 0.24% | +168+5.4% | 加碼 |
| Catalina Capital Group, LLC | 3,027 | $149.7 萬 | 0.64% | +1,454+92.4% | 加碼 |
| First National Bank of Hutchinson | 3,033 | $150.0 萬 | 1.00% | +367+13.8% | 加碼 |
| Benchmark Investment Advisors LLC | 3,034 | $150.1 萬 | 1.18% | −313−9.4% | 減碼 |
| Journey Strategic Wealth LLC | 3,042 | $150.5 萬 | 0.07% | +413+15.7% | 加碼 |
| Yarbrough Capital, LLC | 3,043 | $150.5 萬 | 0.07% | 00.0% | 不變 |
| Westhampton Capital, LLC | 3,044 | $150.6 萬 | 0.82% | −10−0.3% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,044 | $150.6 萬 | 0.67% | +25+0.8% | 加碼 |
| Simon Quick Advisors, LLC | 3,053 | $151.0 萬 | 0.11% | +212+7.5% | 加碼 |
| Wellington Wealth Strategies, LLC. | 3,056 | $151.2 萬 | 0.72% | −1,369−30.9% | 減碼 |
| Edge Capital Group, LLC | 3,069 | $151.8 萬 | 0.08% | +163+5.6% | 加碼 |
| Bank of Stockton | 3,076 | $152.2 萬 | 0.47% | +122+4.1% | 加碼 |
| TrimTabs Asset Management, LLC | 3,078 | $152.3 萬 | 0.38% | −14,106−82.1% | 減碼 |
| Lee Financial Co | 3,078 | $152.3 萬 | 0.25% | −64−2.0% | 減碼 |
| Pacific Capital Partners Ltd | 3,080 | $152.4 萬 | 1.00% | 00.0% | 不變 |
| Ar Asset Management Inc | 3,090 | $152.9 萬 | 0.37% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 3,095 | $153.1 萬 | 1.13% | +984+46.6% | 加碼 |
| Intact Investment Management Inc. | 3,100 | $153.4 萬 | 0.06% | +1,900+158.3% | 加碼 |
| Regal Investment Advisors LLC | 3,102 | $153.4 萬 | 0.10% | −277−8.2% | 減碼 |
| Ellevest, Inc. | 3,105 | $153.6 萬 | 0.10% | −141−4.3% | 減碼 |
| GoalVest Advisory LLC | 3,106 | $153.7 萬 | 0.51% | +223+7.7% | 加碼 |
| Allstate Corp | 3,108 | $153.8 萬 | 0.11% | −98−3.1% | 減碼 |
| Humankind Investments LLC | 3,118 | $154.2 萬 | 0.41% | +322+11.5% | 加碼 |
| CRA Financial Services, LLC | 3,123 | $154.5 萬 | 0.34% | +49+1.6% | 加碼 |
| Midland Wealth Advisors LLC | 3,127 | $154.7 萬 | 0.10% | +231+8.0% | 加碼 |
| Prossimo Advisors, LLC | 3,138 | $155.2 萬 | 3.00% | −191−5.7% | 減碼 |
| Gsa Capital Partners LLP | 3,145 | $155.6 萬 | 0.12% | −5,018−61.5% | 減碼 |