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 | 3,054 | $2,024 億 |
| 2025 年第 4 季 | 3,311 | $2,482 億 |
| 2025 年第 3 季 | 3,168 | $2,535 億 |
| 2025 年第 2 季 | 3,185 | $2,411 億 |
| 2025 年第 1 季 | 3,613 | $4,243 億 |
| 2024 年第 4 季 | 3,684 | $4,095 億 |
| 2024 年第 3 季 | 3,476 | $4,746 億 |
| 2024 年第 2 季 | 3,406 | $4,119 億 |
| 2024 年第 1 季 | 3,384 | $3,989 億 |
| 2023 年第 4 季 | 3,421 | $4,280 億 |
| 2023 年第 3 季 | 3,144 | $4,075 億 |
| 2023 年第 2 季 | 3,136 | $3,884 億 |
| 2023 年第 1 季 | 3,114 | $3,836 億 |
| 2022 年第 4 季 | 3,159 | $4,342 億 |
| 2022 年第 3 季 | 2,998 | $4,135 億 |
| 2022 年第 2 季 | 2,964 | $4,220 億 |
| 2022 年第 1 季 | 2,965 | $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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 3,150 | $155.8 萬 | 0.75% | +626+24.8% | 加碼 |
| Keudell/Morrison Wealth Management | 3,159 | $156.3 萬 | 0.47% | −239−7.0% | 減碼 |
| Brand Asset Management Group, Inc. | 3,166 | $156.6 萬 | 0.67% | +4+0.1% | 加碼 |
| Brendel Financial Advisors LLC | 3,168 | $156.7 萬 | 1.79% | −2−0.1% | 減碼 |
| Matrix Trust Co | 3,171 | $156.9 萬 | 0.35% | −71−2.2% | 減碼 |
| KPP Advisory Services LLC | 3,172 | $156.9 萬 | 0.43% | +269+9.3% | 加碼 |
| Codex Capital, L.L.C. | 2,700 | $156.9 萬 | 0.77% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 3,186 | $157.6 萬 | 0.82% | +62+2.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,188 | $157.7 萬 | 0.58% | −108−3.3% | 減碼 |
| Oxford Wealth Group, LLC | 3,189 | $157.8 萬 | 1.44% | +3,189 | 新進 |
| Institute for Wealth Management, LLC. | 3,192 | $157.9 萬 | 0.20% | +40+1.3% | 加碼 |
| Cedar Brook Financial Partners, LLC | 3,195 | $158.0 萬 | 0.31% | −141−4.2% | 減碼 |
| Mechanics Financial Corp | 3,202 | $158.4 萬 | 0.82% | +87+2.8% | 加碼 |
| Invera Wealth Advisors, LLC | 3,213 | $158.5 萬 | 1.35% | +65+2.1% | 加碼 |
| Ambassador Advisors, LLC | 3,206 | $158.6 萬 | 0.29% | +1,224+61.8% | 加碼 |
| CNB Bank | 3,208 | $158.7 萬 | 0.77% | +431+15.5% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,217 | $159.1 萬 | 0.66% | +1,071+49.9% | 加碼 |
| Qsemble Capital Management, LP | 3,220 | $159.3 萬 | 0.35% | +411+14.6% | 加碼 |
| Laraway Financial Inc | 3,220 | $159.3 萬 | 1.40% | +10.0% | 加碼 |
| MWA Asset Management | 3,221 | $159.3 萬 | 1.15% | +133+4.3% | 加碼 |
| Missouri Trust & Investment Co | 3,227 | $159.6 萬 | 0.62% | −170−5.0% | 減碼 |
| PFW Advisors LLC | 3,233 | $159.9 萬 | 0.49% | −124−3.7% | 減碼 |
| Intellectus Partners, LLC | 3,237 | $160.1 萬 | 0.42% | +1,543+91.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,241 | $160.3 萬 | 0.26% | +1,065+48.9% | 加碼 |
| Lavaca Capital LLC | 3,254 | $161.0 萬 | 0.98% | +135+4.3% | 加碼 |
| Buckley Wealth Management, LLC | 3,259 | $161.2 萬 | 0.52% | −454−12.2% | 減碼 |
| Zullo Investment Group, Inc. | 3,268 | $161.7 萬 | 0.76% | +46+1.4% | 加碼 |
| Imprint Wealth LLC | 3,302 | $161.7 萬 | 0.39% | +2,315+234.5% | 加碼 |
| XML Financial, LLC | 3,270 | $161.8 萬 | 0.17% | −248−7.0% | 減碼 |
| Magnolia Capital Advisors LLC | 3,232 | $162.0 萬 | 1.35% | +1,145+54.9% | 加碼 |
| Smartleaf Asset Management LLC | 3,287 | $162.1 萬 | 0.31% | +963+41.4% | 加碼 |
| OneAscent Financial Services LLC | 3,288 | $162.7 萬 | 0.18% | +80+2.5% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 3,291 | $162.8 萬 | 1.32% | +183+5.9% | 加碼 |
| CSU Producer Resources, Inc. | 3,300 | $163.3 萬 | 5.37% | 00.0% | 不變 |
| ORBA Wealth Advisors, L.L.C. | 3,307 | $163.6 萬 | 0.91% | 00.0% | 不變 |
| Central Valley Advisors, LLC | 3,310 | $163.7 萬 | 0.85% | +268+8.8% | 加碼 |
| Defined Wealth Management, LLC | 3,317 | $164.1 萬 | 1.18% | −99−2.9% | 減碼 |
| Prelude Capital Management, LLC | 3,330 | $164.7 萬 | 0.11% | +2,829+564.7% | 加碼 |
| Northern Financial Advisors Inc | 3,333 | $164.9 萬 | 1.29% | −303−8.3% | 減碼 |
| SkyOak Wealth, LLC | 3,337 | $165.1 萬 | 0.40% | +833+33.3% | 加碼 |
| Mason & Associates Inc | 3,338 | $165.1 萬 | 0.44% | +161+5.1% | 加碼 |
| Washburn Capital Management, Inc. | 3,338 | $165.1 萬 | 1.22% | −534−13.8% | 減碼 |
| Trust Investment Advisors | 3,339 | $165.2 萬 | 1.19% | −70−2.1% | 減碼 |
| Money Concepts Capital Corp | 3,346 | $165.5 萬 | 0.15% | +64+2.0% | 加碼 |
| One Wealth Advisors, LLC | 3,355 | $166.0 萬 | 0.29% | +1,185+54.6% | 加碼 |
| Investment Advisory Services Inc | 3,358 | $166.1 萬 | 0.61% | +70+2.1% | 加碼 |
| Occudo Quantitative Strategies LP | 3,362 | $166.3 萬 | 0.29% | +3,362 | 新進 |
| Nwam LLC | 3,333 | $166.6 萬 | 0.13% | −170−4.9% | 減碼 |
| Hunter Associates Investment Management LLC | 3,372 | $166.7 萬 | 0.28% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,382 | $167.3 萬 | 0.18% | −247−6.8% | 減碼 |
| Alta Wealth Advisors LLC | 3,383 | $167.4 萬 | 0.85% | −13−0.4% | 減碼 |
| BKD Wealth Advisors, LLC | 3,385 | $167.5 萬 | 0.04% | +277+8.9% | 加碼 |
| BlueCrest Capital Management Ltd | 3,387 | $167.6 萬 | 0.41% | −7,141−67.8% | 減碼 |
| Advisor OS, LLC | 3,395 | $167.9 萬 | 0.19% | −2,016−37.3% | 減碼 |
| Alera Investment Advisors, LLC | 3,395 | $168.0 萬 | 0.23% | +46+1.4% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,397 | $168.0 萬 | 0.71% | −438−11.4% | 減碼 |
| Foster Group, Inc. | 3,406 | $168.5 萬 | 0.08% | +53+1.6% | 加碼 |
| Doliver Advisors, LP | 3,409 | $168.6 萬 | 0.47% | −397−10.4% | 減碼 |
| Stokes Family Office, LLC | 3,421 | $169.2 萬 | 0.21% | +731+27.2% | 加碼 |
| Sterling Investment Counsel, LLC | 3,424 | $169.4 萬 | 0.78% | +279+8.9% | 加碼 |
| InterOcean Capital Group, LLC | 3,425 | $169.5 萬 | 0.04% | −1,479−30.2% | 減碼 |
| Cito Capital Group, LLC | 3,426 | $169.5 萬 | 0.69% | +100+3.0% | 加碼 |
| Signature Wealth Management Group | 3,393 | $170.0 萬 | 0.77% | +389+12.9% | 加碼 |
| Evernest Financial Advisors, LLC | 3,395 | $170.1 萬 | 0.81% | −120−3.4% | 減碼 |
| Pictet Bank & Trust Ltd | 3,450 | $170.7 萬 | 1.80% | −455−11.7% | 減碼 |
| HMS Capital Management, LLC | 3,465 | $171.4 萬 | 0.95% | −215−5.8% | 減碼 |
| Prosperitas Financial LLC | 3,468 | $171.6 萬 | 1.10% | +293+9.2% | 加碼 |
| Continuum Advisory, LLC | 3,391 | $171.9 萬 | 0.26% | −940−21.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 3,484 | $172.4 萬 | 0.11% | −220−5.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,488 | $172.6 萬 | 0.30% | +349+11.1% | 加碼 |
| RMR Wealth Builders | 3,494 | $172.8 萬 | 0.21% | +812+30.3% | 加碼 |
| Gladius Capital Management LP | 3,497 | $173.0 萬 | 1.71% | +3,155+922.5% | 加碼 |
| Sunbelt Securities, Inc. | 3,500 | $173.1 萬 | 0.19% | −1,385−28.4% | 減碼 |
| Kirtland Hills Capital Management, LLC | 3,445 | $173.3 萬 | 1.50% | +3,445 | 新進 |
| KLCM Advisors, Inc. | 3,510 | $173.6 萬 | 0.22% | −500−12.5% | 減碼 |
| Financial Engines Advisors L.L.C. | 3,516 | $173.9 萬 | 0.00% | +515+17.2% | 加碼 |
| Wealth Effects LLC | 3,526 | $174.4 萬 | 0.64% | +555+18.7% | 加碼 |
| FSM Wealth Advisors, LLC | 3,527 | $174.5 萬 | 0.62% | −85−2.4% | 減碼 |
| Moss Adams Wealth Advisors LLC | 3,530 | $174.6 萬 | 0.28% | +248+7.6% | 加碼 |
| Heartland Bank & Trust Co | 3,533 | $174.8 萬 | 1.02% | −21−0.6% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,536 | $174.9 萬 | 0.73% | +220+6.6% | 加碼 |
| Independent Investors Inc | 3,540 | $175.1 萬 | 0.42% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 3,559 | $176.1 萬 | 0.36% | +319+9.8% | 加碼 |
| Centaurus Financial, Inc. | 3,586 | $177.4 萬 | 0.12% | +1,318+58.1% | 加碼 |
| Proficio Capital Partners LLC | 3,597 | $177.9 萬 | 0.20% | +74+2.1% | 加碼 |
| Delta Financial Advisors LLC | 3,598 | $178.0 萬 | 0.70% | +568+18.7% | 加碼 |
| Commons Capital, LLC | 3,607 | $178.5 萬 | 2.60% | +57+1.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 3,611 | $178.6 萬 | 0.59% | +20+0.6% | 加碼 |
| Rede Wealth, LLC | 3,618 | $179.0 萬 | 0.75% | +2+0.1% | 加碼 |
| Paulson Wealth Management Inc. | 3,619 | $179.0 萬 | 0.53% | +121+3.5% | 加碼 |
| Strategic Investment Advisors | 3,620 | $179.1 萬 | 0.23% | −57−1.6% | 減碼 |
| IAM Advisory, LLC | 3,624 | $179.3 萬 | 0.49% | +95+2.7% | 加碼 |
| ZWJ Investment Counsel Inc | 3,629 | $179.5 萬 | 0.08% | +1,729+91.0% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 3,631 | $179.6 萬 | 1.28% | +1,142+45.9% | 加碼 |
| Oakworth Capital, Inc. | 3,637 | $179.9 萬 | 0.14% | −9−0.2% | 減碼 |
| Van Leeuwen & Company, LLC | 3,641 | $180.1 萬 | 0.91% | −2,980−45.0% | 減碼 |
| Key Financial Inc | 3,651 | $180.6 萬 | 0.46% | 00.0% | 不變 |
| BCGM Wealth Management, LLC | 3,658 | $181.0 萬 | 0.65% | +102+2.9% | 加碼 |
| Hudson Canyon Capital Management | 3,676 | $181.9 萬 | 1.17% | 00.0% | 不變 |
| Fiduciary Group LLC | 3,677 | $181.9 萬 | 0.20% | +3+0.1% | 加碼 |