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 |
|---|---|---|---|---|---|
| Fortis Capital Management LLC | 3,683 | $182.2 萬 | 0.48% | +669+22.2% | 加碼 |
| Benjamin Edwards Inc | 3,684 | $182.3 萬 | 0.36% | +839+29.5% | 加碼 |
| Lake Street Financial LLC | 3,694 | $182.8 萬 | 0.25% | −887−19.4% | 減碼 |
| Crescent Grove Advisors, LLC | 3,701 | $183.1 萬 | 0.19% | +10.0% | 加碼 |
| Townsend & Associates, Inc | 3,788 | $184.2 萬 | 0.21% | −86−2.2% | 減碼 |
| Oarsman Capital, Inc. | 3,727 | $184.4 萬 | 0.44% | −492−11.7% | 減碼 |
| Scharf Investments, LLC | 3,728 | $184.4 萬 | 0.05% | +224+6.4% | 加碼 |
| IMS Capital Management | 3,732 | $184.6 萬 | 0.86% | +88+2.4% | 加碼 |
| Aaron Wealth Advisors | 3,734 | $184.7 萬 | 0.26% | +1,022+37.7% | 加碼 |
| Willner & Heller, LLC | 3,748 | $185.4 萬 | 1.85% | +4+0.1% | 加碼 |
| Retirement Guys Formula LLC | 3,750 | $185.5 萬 | 0.90% | +1,767+89.1% | 加碼 |
| DT Investment Partners, LLC | 3,762 | $186.1 萬 | 0.19% | +53+1.4% | 加碼 |
| MRP Capital Investments, LLC | 3,765 | $186.3 萬 | 1.87% | +387+11.5% | 加碼 |
| Aviance Capital Partners, LLC | 3,771 | $186.5 萬 | 0.28% | +2,870+318.5% | 加碼 |
| Cornerstone Advisory, LLC | 3,774 | $186.7 萬 | 0.27% | +844+28.8% | 加碼 |
| Lokken Investment Group LLC | 3,780 | $187.0 萬 | 0.93% | +75+2.0% | 加碼 |
| LS Investment Advisors, LLC | 3,780 | $187.0 萬 | 0.30% | +454+13.7% | 加碼 |
| Sage Mountain Advisors LLC | 3,781 | $187.1 萬 | 0.19% | −141−3.6% | 減碼 |
| Menard Financial Group LLC | 3,782 | $187.1 萬 | 1.57% | −456−10.8% | 減碼 |
| Jacobi Capital Management LLC | 3,794 | $187.7 萬 | 0.17% | +260+7.4% | 加碼 |
| StrongBox Wealth, LLC | 3,796 | $187.8 萬 | 0.99% | −514−11.9% | 減碼 |
| Tyche Wealth Partners LLC | 3,805 | $188.2 萬 | 0.46% | −1,090−22.3% | 減碼 |
| US Asset Management LLC | 3,806 | $188.3 萬 | 1.70% | −61−1.6% | 減碼 |
| Kathmere Capital Management, LLC | 3,810 | $188.5 萬 | 0.22% | −646−14.5% | 減碼 |
| Catalyst Financial Partners LLC | 3,943 | $188.9 萬 | 0.49% | −128−3.1% | 減碼 |
| Alpha DNA Investment Management LLC | 3,838 | $189.9 萬 | 1.04% | +387+11.2% | 加碼 |
| Groesbeck Investment Management Corp | 3,846 | $190.3 萬 | 2.03% | 00.0% | 不變 |
| TrueMark Investments, LLC | 3,853 | $190.6 萬 | 1.75% | −2,410−38.5% | 減碼 |
| Emprise Bank | 3,856 | $190.8 萬 | 1.28% | +3,856 | 新進 |
| Quadcap Wealth Management, LLC | 3,872 | $191.6 萬 | 0.44% | −275−6.6% | 減碼 |
| Kerrisdale Advisers, LLC | 3,875 | $191.7 萬 | 0.60% | −2,425−38.5% | 減碼 |
| Drive Wealth Management, LLC | 3,877 | $191.8 萬 | 0.54% | +830+27.2% | 加碼 |
| Goepper Burkhardt LLC | 3,742 | $191.9 萬 | 0.89% | −6−0.2% | 減碼 |
| Redwood Investments, LLC | 4,307 | $191.9 萬 | 0.56% | −9,982−69.9% | 減碼 |
| Eudaimonia Partners, LLC | 3,883 | $192.1 萬 | 0.46% | +247+6.8% | 加碼 |
| Herold Advisors, Inc. | 3,900 | $192.9 萬 | 0.47% | −66−1.7% | 減碼 |
| Pettee Investors, Inc. | 3,902 | $193.0 萬 | 0.82% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 3,902 | $193.0 萬 | 0.65% | −179−4.4% | 減碼 |
| Lloyd Advisory Services, LLC. | 3,910 | $193.4 萬 | 0.41% | +3,320+562.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,925 | $194.1 萬 | 0.35% | +55+1.4% | 加碼 |
| Highview Capital Management LLC | 3,926 | $194.2 萬 | 0.87% | +63+1.6% | 加碼 |
| MGB Wealth Management, LLC | 3,937 | $194.7 萬 | 0.79% | +29+0.7% | 加碼 |
| Roof Eidam & Maycock | 3,950 | $195.4 萬 | 0.54% | −540−12.0% | 減碼 |
| NVWM, LLC | 3,952 | $195.5 萬 | 0.54% | −63−1.6% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 3,956 | $195.7 萬 | 0.45% | +777+24.4% | 加碼 |
| Aries Wealth Management | 3,974 | $196.6 萬 | 0.63% | −10−0.3% | 減碼 |
| Palumbo Wealth Management LLC | 3,978 | $196.8 萬 | 0.88% | +806+25.4% | 加碼 |
| Prosperity Consulting Group, LLC | 3,987 | $197.2 萬 | 0.25% | −299−7.0% | 減碼 |
| IMA Wealth, Inc. | 3,997 | $197.7 萬 | 0.93% | −514−11.4% | 減碼 |
| Viking Fund Management LLC | 4,000 | $197.9 萬 | 0.36% | 00.0% | 不變 |
| Waycross Partners, LLC | 4,000 | $197.9 萬 | 0.34% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 4,000 | $197.9 萬 | 0.58% | +189+5.0% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,003 | $198.1 萬 | 0.23% | +2,038+103.7% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 4,035 | $199.6 萬 | 1.33% | 00.0% | 不變 |
| Ahl Investment Management, Inc. | 4,037 | $199.7 萬 | 1.53% | −5−0.1% | 減碼 |
| Empire Financial Management Company, LLC | 4,043 | $200.0 萬 | 0.66% | +894+28.4% | 加碼 |
| Keel Point, LLC | 4,044 | $200.1 萬 | 0.21% | +33+0.8% | 加碼 |
| Sierra Capital LLC | 4,047 | $200.2 萬 | 0.26% | +343+9.3% | 加碼 |
| Paralel Advisors LLC | 4,047 | $200.2 萬 | 0.09% | 00.0% | 不變 |
| Vista Investment Management | 4,048 | $200.3 萬 | 0.82% | +405+11.1% | 加碼 |
| First Nebraska Trust Co | 4,051 | $200.4 萬 | 0.21% | +81+2.0% | 加碼 |
| ISAM Funds (UK) Ltd | 4,051 | $200.4 萬 | 1.15% | +4,051 | 新進 |
| Redwood Investment Management, LLC | 4,058 | $200.8 萬 | 0.19% | −851−17.3% | 減碼 |
| Tobam | 4,076 | $201.6 萬 | 0.18% | +73+1.8% | 加碼 |
| United Community Bank | 4,000 | $201.9 萬 | 0.78% | +1,432+55.8% | 加碼 |
| Revolve Wealth Partners, LLC | 4,081 | $201.9 萬 | 0.34% | −52−1.3% | 減碼 |
| Advisory Alpha, LLC | 4,095 | $202.6 萬 | 0.08% | +743+22.2% | 加碼 |
| Vista Finance, LLC | 4,096 | $202.6 萬 | 5.08% | +2,165+112.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,139 | $203.3 萬 | 0.02% | −51−1.2% | 減碼 |
| Left Brain Wealth Management, LLC | 4,110 | $203.3 萬 | 0.98% | −275−6.3% | 減碼 |
| Lawson Kroeker Investment Management Inc | 4,116 | $203.6 萬 | 0.39% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 4,117 | $203.7 萬 | 0.14% | +220+5.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,123 | $204.0 萬 | 0.34% | +158+4.0% | 加碼 |
| Northcape Wealth Management, LLC | 4,135 | $204.5 萬 | 0.75% | +23+0.6% | 加碼 |
| Stableford Capital II LLC | 4,138 | $204.7 萬 | 0.82% | +386+10.3% | 加碼 |
| Romano Brothers and Company | 4,146 | $205.1 萬 | 0.28% | +345+9.1% | 加碼 |
| Semmax Financial Advisors Inc. | 4,010 | $205.2 萬 | 0.68% | +1,687+72.6% | 加碼 |
| Optas, LLC | 4,157 | $205.6 萬 | 0.56% | −317−7.1% | 減碼 |
| Avalon Trust Co | 4,157 | $205.6 萬 | 0.17% | +2,333+127.9% | 加碼 |
| Ellenbecker Investment Group | 4,160 | $205.8 萬 | 0.43% | +44+1.1% | 加碼 |
| First Business Financial Services, Inc. | 4,166 | $206.1 萬 | 0.22% | +8+0.2% | 加碼 |
| Oak Associates, Ltd | 4,169 | $206.2 萬 | 0.14% | −100−2.3% | 減碼 |
| Fiduciary Family Office, LLC | 4,175 | $206.5 萬 | 0.81% | +560+15.5% | 加碼 |
| Prairie Wealth Advisors, Inc. | 4,176 | $206.6 萬 | 0.97% | +4,176 | 新進 |
| Main Street Financial Solutions, LLC | 4,176 | $206.6 萬 | 0.22% | +436+11.7% | 加碼 |
| Triangle Securities Wealth Management | 4,177 | $206.6 萬 | 0.59% | +70+1.7% | 加碼 |
| Park Place Capital Corp | 4,177 | $206.6 萬 | 0.74% | −371−8.2% | 減碼 |
| Courier Capital LLC | 4,187 | $207.1 萬 | 0.15% | −18−0.4% | 減碼 |
| Quent Capital, LLC | 4,196 | $207.6 萬 | 0.24% | +217+5.5% | 加碼 |
| Consilium Wealth Advisory, LLC | 4,204 | $208.0 萬 | 1.17% | −969−18.7% | 減碼 |
| CIC Wealth, LLC | 4,221 | $208.8 萬 | 0.61% | +198+4.9% | 加碼 |
| Certified Advisory Corp | 4,232 | $209.4 萬 | 0.29% | +68+1.6% | 加碼 |
| 9258 Wealth Management, LLC | 4,265 | $211.0 萬 | 0.33% | −8−0.2% | 減碼 |
| Schear Investment Advisers, LLC | 4,266 | $211.0 萬 | 1.69% | +11+0.3% | 加碼 |
| Prestige Wealth Management Group LLC | 4,276 | $211.5 萬 | 0.46% | +438+11.4% | 加碼 |
| First National Advisers, LLC | 4,312 | $211.6 萬 | 0.47% | +984+29.6% | 加碼 |
| Trust Point Inc. | 4,283 | $211.9 萬 | 0.17% | −236−5.2% | 減碼 |
| Greater Midwest Financial Group, LLC | 4,296 | $212.5 萬 | 1.33% | +255+6.3% | 加碼 |
| Financial Perspectives, Inc | 4,297 | $212.6 萬 | 0.81% | −1,081−20.1% | 減碼 |
| Frisch Financial Group, Inc. | 4,297 | $212.6 萬 | 0.71% | −4−0.1% | 減碼 |