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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 5,077 | $251.2 萬 | 1.23% | −327−6.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,093 | $252.0 萬 | 0.46% | −245−4.6% | 減碼 |
| Horizon Investment Services, LLC | 5,108 | $252.7 萬 | 1.24% | −6,685−56.7% | 減碼 |
| Harfst & Associates, Inc. | 5,114 | $253.0 萬 | 0.60% | +426+9.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 5,115 | $253.0 萬 | 0.37% | −2,072−28.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,122 | $253.4 萬 | 0.45% | +84+1.7% | 加碼 |
| Hartline Investment Corp | 5,122 | $253.4 萬 | 0.45% | +294+6.1% | 加碼 |
| SWS Partners | 5,124 | $253.5 萬 | 0.76% | +728+16.6% | 加碼 |
| Affinity Investment Advisors, LLC | 5,132 | $253.9 萬 | 1.85% | +860+20.1% | 加碼 |
| Brasada Capital Management, LP | 5,145 | $254.5 萬 | 0.46% | +41+0.8% | 加碼 |
| BKM Wealth Management, LLC | 5,157 | $255.1 萬 | 1.10% | +1,328+34.7% | 加碼 |
| Formidable Asset Management, LLC | 5,161 | $255.3 萬 | 0.42% | +3,785+275.1% | 加碼 |
| Trust Co of Toledo NA | 5,176 | $256.1 萬 | 0.40% | −40−0.8% | 減碼 |
| Parsons Capital Management Inc | 5,178 | $256.2 萬 | 0.18% | +380+7.9% | 加碼 |
| Cornercap Investment Counsel Inc | 5,182 | $256.4 萬 | 0.39% | +219+4.4% | 加碼 |
| SPC Financial, Inc. | 5,185 | $256.5 萬 | 0.24% | +179+3.6% | 加碼 |
| Red Cedar Investment Management, LLC | 5,195 | $257.0 萬 | 0.32% | −1,378−21.0% | 減碼 |
| Chemung Canal Trust Co | 5,209 | $257.7 萬 | 0.50% | −6,873−56.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,221 | $258.3 萬 | 0.13% | +161+3.2% | 加碼 |
| Sheets Smith Wealth Management | 5,222 | $258.3 萬 | 0.29% | +208+4.1% | 加碼 |
| Umpqua Bank | 5,228 | $258.6 萬 | 1.06% | +5,228 | 新進 |
| Legacy Financial Advisors, Inc. | 5,229 | $258.7 萬 | 0.46% | −39−0.7% | 減碼 |
| Geller Advisors LLC | 5,236 | $259.0 萬 | 0.21% | +167+3.3% | 加碼 |
| Norden Group LLC | 5,260 | $260.2 萬 | 0.53% | +850+19.3% | 加碼 |
| Sterling Investment Management, Inc. | 5,264 | $260.4 萬 | 1.84% | +10.0% | 加碼 |
| Richwood Investment Advisors, LLC | 5,265 | $260.5 萬 | 2.31% | −40−0.8% | 減碼 |
| Brevan Howard Capital Management LP | 5,272 | $260.8 萬 | 0.24% | −2,170−29.2% | 減碼 |
| Caliber Wealth Management, LLC | 5,275 | $260.9 萬 | 1.39% | +131+2.5% | 加碼 |
| VGI Partners Ltd | 5,292 | $261.8 萬 | 0.26% | −3,024−36.4% | 減碼 |
| RB Capital Management, LLC | 5,292 | $261.8 萬 | 0.70% | +206+4.1% | 加碼 |
| Van Cleef Asset Management,Inc | 5,293 | $261.8 萬 | 0.33% | −272−4.9% | 減碼 |
| GAMMA Investing LLC | 5,309 | $262.6 萬 | 0.53% | +538+11.3% | 加碼 |
| JT Stratford LLC | 5,312 | $262.8 萬 | 0.52% | +58+1.1% | 加碼 |
| Modern Wealth Management, LLC | 5,314 | $262.9 萬 | 0.24% | +4,176+367.0% | 加碼 |
| Mather Group, LLC. | 4,995 | $263.0 萬 | 0.04% | −198−3.8% | 減碼 |
| Means Investment Co., Inc. | 5,356 | $265.0 萬 | 0.34% | −184−3.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,376 | $266.0 萬 | 0.08% | +443+9.0% | 加碼 |
| Eads & Heald Wealth Management | 5,405 | $267.4 萬 | 1.25% | −345−6.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,420 | $268.1 萬 | 0.55% | −299−5.2% | 減碼 |
| Snider Financial Group | 5,428 | $268.5 萬 | 1.12% | +1,540+39.6% | 加碼 |
| ROI Financial Advisors, LLC | 5,436 | $268.9 萬 | 2.11% | −128−2.3% | 減碼 |
| Anderson Hoagland & Co | 6,005 | $270.3 萬 | 0.30% | +430+7.7% | 加碼 |
| Skopos Labs, Inc. | 5,521 | $270.4 萬 | 1.16% | −1,145−17.2% | 減碼 |
| Wealth Alliance | 5,475 | $270.9 萬 | 0.36% | −81−1.5% | 減碼 |
| Platte River Wealth Advisors, LLC | 5,476 | $270.9 萬 | 0.77% | −519−8.7% | 減碼 |
| My Legacy Advisors, LLC | 5,483 | $271.2 萬 | 0.91% | −648−10.6% | 減碼 |
| Privium Fund Management (UK) Ltd | 5,926 | $271.5 萬 | 1.35% | +2,900+95.8% | 加碼 |
| Manchester Capital Management LLC | 5,495 | $271.9 萬 | 0.34% | +105+1.9% | 加碼 |
| Farmers National Bank | 5,500 | $272.1 萬 | 0.81% | +4,114+296.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,512 | $272.7 萬 | 0.09% | +326+6.3% | 加碼 |
| David Loasby | 5,936 | $272.9 萬 | 0.28% | −71−1.2% | 減碼 |
| Rice Partnership, LLC | 5,536 | $273.9 萬 | 0.65% | −4,357−44.0% | 減碼 |
| Patten Group, Inc. | 5,542 | $274.2 萬 | 0.67% | −195−3.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 5,553 | $274.7 萬 | 0.09% | +389+7.5% | 加碼 |
| Paradigm Asset Management Co LLC | 5,595 | $276.8 萬 | 0.70% | −250−4.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,633 | $278.4 萬 | 0.52% | −302−5.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,635 | $278.8 萬 | 0.05% | +312+5.9% | 加碼 |
| Parkside Financial Bank & Trust | 5,643 | $279.2 萬 | 0.45% | +265+4.9% | 加碼 |
| Wealth Architects, LLC | 5,643 | $279.2 萬 | 0.37% | −583−9.4% | 減碼 |
| AIMZ Investment Advisors, LLC | 5,659 | $280.0 萬 | 1.04% | −330−5.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,673 | $280.6 萬 | 0.17% | −921−14.0% | 減碼 |
| Sentry Investment Management LLC | 5,679 | $280.9 萬 | 1.09% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 5,683 | $281.1 萬 | 0.84% | +188+3.4% | 加碼 |
| Sentinel Trust Co Lba | 5,690 | $281.5 萬 | 0.36% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 5,696 | $281.8 萬 | 0.07% | −32−0.6% | 減碼 |
| StoneX Group Inc. | 5,700 | $282.0 萬 | 0.25% | +437+8.3% | 加碼 |
| Wedmont Private Capital | 6,137 | $282.1 萬 | 0.21% | −1,561−20.3% | 減碼 |
| DRW Securities, LLC | 5,727 | $283.2 萬 | 0.16% | +4,767+496.6% | 加碼 |
| Legato Capital Management LLC | 5,730 | $283.5 萬 | 0.34% | 00.0% | 不變 |
| Joseph Group Capital Management | 5,730 | $283.5 萬 | 1.42% | +1,843+47.4% | 加碼 |
| Birinyi Associates Inc | 5,735 | $283.7 萬 | 0.93% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 5,762 | $285.0 萬 | 1.74% | +5,762 | 新進 |
| AXS Investments LLC | 5,771 | $285.5 萬 | 0.69% | +667+13.1% | 加碼 |
| Cunning Capital Partners, LP | 5,780 | $285.9 萬 | 1.58% | 00.0% | 不變 |
| Sepio Capital, LP | 5,802 | $287.0 萬 | 0.25% | −610−9.5% | 減碼 |
| Concord Asset Management, LLC | 5,821 | $288.0 萬 | 0.76% | +1,097+23.2% | 加碼 |
| Second Half Financial Partners, LLC | 5,830 | $288.4 萬 | 1.28% | +5,428+1,350.2% | 加碼 |
| Page Arthur B | 5,839 | $288.9 萬 | 2.97% | −329−5.3% | 減碼 |
| Shepherd Financial Partners LLC | 5,850 | $289.5 萬 | 0.38% | +114+2.0% | 加碼 |
| Royal Fund Management, LLC | 5,860 | $289.9 萬 | 0.33% | +402+7.4% | 加碼 |
| Northside Capital Management, LLC | 5,863 | $290.0 萬 | 0.52% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 5,874 | $290.6 萬 | 0.51% | −394−6.3% | 減碼 |
| Fagan Associates, Inc. | 5,885 | $291.1 萬 | 0.55% | +673+12.9% | 加碼 |
| Atomi Financial Group, Inc. | 5,898 | $291.8 萬 | 0.27% | +261+4.6% | 加碼 |
| Rossmore Private Capital | 5,904 | $292.1 萬 | 0.38% | +15+0.3% | 加碼 |
| Van Den Berg Management I, Inc | 5,914 | $292.6 萬 | 0.86% | +3,195+117.5% | 加碼 |
| Brown Miller Wealth Management, LLC | 5,916 | $292.7 萬 | 1.29% | +219+3.8% | 加碼 |
| Gifford Fong Associates | 5,918 | $292.8 萬 | 0.81% | −7,288−55.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 5,926 | $293.2 萬 | 1.60% | +415+7.5% | 加碼 |
| Strategic Financial Services, Inc, | 5,927 | $293.2 萬 | 0.19% | −355−5.7% | 減碼 |
| Rehmann Capital Advisory Group | 5,930 | $293.4 萬 | 0.22% | +51+0.9% | 加碼 |
| New England Research & Management, Inc. | 5,930 | $293.4 萬 | 1.44% | +4,880+464.8% | 加碼 |
| Concord Wealth Partners | 5,940 | $293.9 萬 | 0.53% | +1,150+24.0% | 加碼 |
| Symmetry Partners, LLC | 5,950 | $294.3 萬 | 0.23% | 00.0% | 不變 |
| Leonteq Securities AG | 5,953 | $294.5 萬 | 0.40% | +3,811+177.9% | 加碼 |
| AdvisorNet Financial, Inc | 5,967 | $295.2 萬 | 0.28% | −144−2.4% | 減碼 |
| Great Diamond Partners, LLC | 5,969 | $295.3 萬 | 0.68% | −1,418−19.2% | 減碼 |
| PGGM Investments | 5,971 | $295.4 萬 | 0.04% | −20,825−77.7% | 減碼 |
| Dohj, LLC | 5,990 | $296.3 萬 | 0.79% | +241+4.2% | 加碼 |
| Factorial Partners, LLC | 6,000 | $296.8 萬 | 1.69% | +300+5.3% | 加碼 |