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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 6,009 | $297.2 萬 | 0.44% | −5−0.1% | 減碼 |
| Joel Isaacson & Co., LLC | 6,023 | $297.9 萬 | 0.16% | +355+6.3% | 加碼 |
| Guardian Wealth Advisors, LLC | 6,033 | $298.4 萬 | 0.37% | +109+1.8% | 加碼 |
| Aspiriant, LLC | 6,067 | $300.2 萬 | 0.12% | +266+4.6% | 加碼 |
| Wunderlich Capital Managemnt | 6,073 | $300.4 萬 | 1.35% | −317−5.0% | 減碼 |
| Edgestream Partners, L.P. | 6,073 | $300.4 萬 | 0.15% | +4,607+314.3% | 加碼 |
| Inscription Capital, LLC | 6,087 | $301.1 萬 | 0.50% | +767+14.4% | 加碼 |
| Strategic Planning Group, LLC | 6,096 | $301.6 萬 | 0.75% | +1,283+26.7% | 加碼 |
| Lincluden Management Ltd | 6,098 | $301.7 萬 | 0.36% | +2,026+49.8% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,137 | $303.6 萬 | 1.30% | +1,018+19.9% | 加碼 |
| M&R Capital Management Inc | 6,140 | $303.7 萬 | 0.74% | −312−4.8% | 減碼 |
| Wrapmanager Inc | 6,144 | $304.0 萬 | 0.84% | −221−3.5% | 減碼 |
| Investment Research & Advisory Group, Inc. | 6,167 | $305.1 萬 | 1.41% | +109+1.8% | 加碼 |
| Insight Wealth Strategies, LLC | 6,179 | $305.7 萬 | 0.45% | +756+13.9% | 加碼 |
| Smithfield Trust Co | 6,244 | $306.8 萬 | 0.16% | +112+1.8% | 加碼 |
| Somerset Trust Co | 6,214 | $307.4 萬 | 1.25% | +532+9.4% | 加碼 |
| Greenfield Savings Bank | 6,216 | $307.5 萬 | 1.62% | −218−3.4% | 減碼 |
| Strategic Advisors LLC | 6,236 | $308.5 萬 | 0.61% | −1,897−23.3% | 減碼 |
| Liberty One Investment Management, LLC | 6,241 | $308.7 萬 | 0.35% | +577+10.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,241 | $308.8 萬 | 0.33% | +15+0.2% | 加碼 |
| Harbour Investments, Inc. | 6,247 | $309.1 萬 | 0.11% | +444+7.7% | 加碼 |
| Independence Bank of Kentucky | 6,267 | $310.0 萬 | 0.93% | +1,353+27.5% | 加碼 |
| Commonwealth Retirement Investments LLC | 6,276 | $310.5 萬 | 1.48% | +353+6.0% | 加碼 |
| Occidental Asset Management, LLC | 6,293 | $311.3 萬 | 0.58% | +106+1.7% | 加碼 |
| GLOBALT Investments LLC | 6,310 | $312.2 萬 | 0.12% | −2,440−27.9% | 減碼 |
| Cetera Trust Company, N.A | 6,335 | $313.4 萬 | 1.89% | −260−3.9% | 減碼 |
| Foster & Motley Inc | 6,353 | $314.3 萬 | 0.22% | −161−2.5% | 減碼 |
| Brady Family Wealth, LLC | 6,358 | $314.5 萬 | 1.02% | +37+0.6% | 加碼 |
| Harmony Asset Management LLC | 6,358 | $314.5 萬 | 1.30% | +175+2.8% | 加碼 |
| Bay Rivers Group | 6,360 | $314.6 萬 | 1.73% | +605+10.5% | 加碼 |
| Dover Advisors, LLC | 6,379 | $315.6 萬 | 2.16% | +2,503+64.6% | 加碼 |
| Jessup Wealth Management, Inc | 6,396 | $316.4 萬 | 1.35% | −223−3.4% | 減碼 |
| Renasant Bank | 6,421 | $317.6 萬 | 2.26% | +4+0.1% | 加碼 |
| First Horizon Advisors, Inc. | 6,446 | $318.9 萬 | 0.10% | −139−2.1% | 減碼 |
| Manhattan West Asset Management, LLC | 6,469 | $320.0 萬 | 0.77% | +955+17.3% | 加碼 |
| Kovack Advisors, Inc. | 6,483 | $320.7 萬 | 0.39% | +1,703+35.6% | 加碼 |
| Capricorn Fund Managers Ltd | 6,484 | $320.8 萬 | 1.93% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 6,485 | $320.8 萬 | 1.45% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 6,488 | $321.0 萬 | 1.16% | −200−3.0% | 減碼 |
| Regent Peak Wealth Advisors LLC | 6,519 | $322.5 萬 | 0.82% | +305+4.9% | 加碼 |
| Sugarloaf Wealth Management, LLC | 6,543 | $323.7 萬 | 0.67% | +621+10.5% | 加碼 |
| Capital Asset Advisory Services LLC | 7,125 | $324.7 萬 | 0.19% | +638+9.8% | 加碼 |
| Financial Advisory Partners, LLC | 6,565 | $324.8 萬 | 1.25% | −962−12.8% | 減碼 |
| Hilltop Holdings Inc. | 6,574 | $325.2 萬 | 0.36% | +18+0.3% | 加碼 |
| V-Square Quantitative Management LLC | 6,625 | $327.7 萬 | 0.55% | +3,801+134.6% | 加碼 |
| Vanderbilt University | 6,641 | $328.5 萬 | 0.68% | +3,127+89.0% | 加碼 |
| DF Dent & Co Inc | 6,647 | $328.8 萬 | 0.04% | +249+3.9% | 加碼 |
| Royal Capital Wealth Management, LLC | 6,666 | $329.8 萬 | 2.59% | −14−0.2% | 減碼 |
| Chemistry Wealth Management LLC | 6,675 | $330.2 萬 | 0.89% | +281+4.4% | 加碼 |
| Bourgeon Capital Management LLC | 6,681 | $330.5 萬 | 0.65% | +1,455+27.8% | 加碼 |
| Parisi Gray Wealth Management | 6,684 | $330.7 萬 | 1.24% | +93+1.4% | 加碼 |
| RiverPark Advisors, LLC | 6,691 | $331.0 萬 | 2.72% | +810+13.8% | 加碼 |
| JB Capital LLC | 6,708 | $331.9 萬 | 0.22% | +48+0.7% | 加碼 |
| Bollard Group LLC | 6,712 | $332.0 萬 | 0.10% | +12+0.2% | 加碼 |
| Valmark Advisers, Inc. | 6,718 | $332.3 萬 | 0.06% | +540+8.7% | 加碼 |
| Berkshire Bank | 6,721 | $332.5 萬 | 0.83% | −86−1.3% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 6,730 | $333.7 萬 | 0.79% | +402+6.4% | 加碼 |
| Avantax Planning Partners, Inc. | 6,749 | $333.9 萬 | 0.11% | +1,276+23.3% | 加碼 |
| Grove Bank & Trust | 6,781 | $335.5 萬 | 0.57% | +158+2.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,787 | $335.8 萬 | 0.18% | +955+16.4% | 加碼 |
| WealthShield Partners, LLC | 6,791 | $335.9 萬 | 0.54% | +36+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,823 | $337.5 萬 | 0.22% | +118+1.8% | 加碼 |
| Templeton & Phillips Capital Management, LLC | 6,831 | $337.9 萬 | 3.13% | −2,257−24.8% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,838 | $338.3 萬 | 1.44% | +286+4.4% | 加碼 |
| Decatur Capital Management, Inc. | 6,890 | $340.8 萬 | 1.85% | −69−1.0% | 減碼 |
| Forum Financial Management, LP | 6,892 | $341.0 萬 | 0.06% | −78−1.1% | 減碼 |
| Fairbanks Capital Management, Inc. | 6,896 | $341.1 萬 | 2.35% | −94−1.3% | 減碼 |
| Capital City Trust Co | 6,896 | $341.1 萬 | 0.95% | +154+2.3% | 加碼 |
| SevenBridge Financial Group, LLC | 6,929 | $341.2 萬 | 0.77% | −100−1.4% | 減碼 |
| Paragon Advisors, LLC | 6,916 | $342.1 萬 | 1.38% | +3,616+109.6% | 加碼 |
| Valley Brook Capital Group | 6,919 | $342.3 萬 | 2.74% | +248+3.7% | 加碼 |
| Founders Financial Securities LLC | 6,921 | $342.4 萬 | 0.36% | −1,018−12.8% | 減碼 |
| Proquility Private Wealth Partners, LLC | 6,928 | $342.7 萬 | 1.17% | +631+10.0% | 加碼 |
| Waterloo Capital, L.P. | 6,959 | $344.2 萬 | 0.44% | +1,646+31.0% | 加碼 |
| Avestar Capital, LLC | 6,973 | $345.0 萬 | 0.40% | +975+16.3% | 加碼 |
| Harrell Investment Partners, LLC | 6,987 | $345.6 萬 | 1.02% | −588−7.8% | 減碼 |
| Bell Bank | 6,989 | $345.7 萬 | 0.30% | +916+15.1% | 加碼 |
| San Luis Wealth Advisors LLC | 6,991 | $345.8 萬 | 1.82% | +540+8.4% | 加碼 |
| International Assets Investment Management, LLC | 7,062 | $345.8 萬 | 0.36% | +2,594+58.1% | 加碼 |
| Carret Asset Management, LLC | 7,018 | $347.2 萬 | 0.41% | +432+6.6% | 加碼 |
| Barings LLC | 7,031 | $347.8 萬 | 0.09% | −738−9.5% | 減碼 |
| Costello Asset Management, INC | 7,068 | $349.7 萬 | 2.50% | +1,025+17.0% | 加碼 |
| Birch Capital Management, LLC | 7,069 | $349.7 萬 | 1.82% | −89−1.2% | 減碼 |
| Pensionmark Financial Group, LLC | 2,512 | $350.0 萬 | 0.50% | −5,315−67.9% | 減碼 |
| Pinnacle West Asset Management, Inc. | 7,075 | $350.0 萬 | 2.78% | −10−0.1% | 減碼 |
| Gunn & Co Investment Management, Inc. | 7,081 | $350.3 萬 | 2.63% | −90,598−92.8% | 減碼 |
| Naviter Wealth, LLC | 7,095 | $351.0 萬 | 0.57% | +968+15.8% | 加碼 |
| Bey-Douglas LLC | 7,099 | $351.2 萬 | 3.36% | −62−0.9% | 減碼 |
| Condor Capital Management | 7,116 | $352.1 萬 | 0.34% | +43+0.6% | 加碼 |
| Dempze Nancy E | 7,126 | $352.5 萬 | 2.68% | +442+6.6% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 6,700 | $352.7 萬 | 1.35% | −1,354−16.8% | 減碼 |
| Broadleaf Partners, LLC | 7,131 | $352.8 萬 | 0.90% | −4,481−38.6% | 減碼 |
| MPS Loria Financial Planners, LLC | 7,132 | $352.8 萬 | 1.18% | +13+0.2% | 加碼 |
| Consolidated Capital Management, LLC | 7,139 | $353.2 萬 | 1.69% | +6+0.1% | 加碼 |
| Grey Street Capital, LLC | 7,142 | $353.3 萬 | 0.48% | +7,142 | 新進 |
| Accurate Wealth Management, LLC | 7,079 | $354.8 萬 | 1.04% | −7−0.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 7,175 | $354.9 萬 | 0.26% | −642−8.2% | 減碼 |
| Sweet Financial Partners, LLC | 7,190 | $355.7 萬 | 0.82% | +536+8.1% | 加碼 |
| Delta Capital Management LLC | 7,190 | $355.7 萬 | 2.35% | 00.0% | 不變 |
| Roanoke Asset Management Corp | 7,195 | $355.9 萬 | 1.17% | −10−0.1% | 減碼 |