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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 8,673 | $429.1 萬 | 0.89% | −162−1.8% | 減碼 |
| Optimum Investment Advisors | 8,675 | $429.2 萬 | 1.97% | +15+0.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 8,677 | $429.3 萬 | 0.23% | +751+9.5% | 加碼 |
| Koshinski Asset Management, Inc. | 8,708 | $430.8 萬 | 0.44% | +2,883+49.5% | 加碼 |
| E Fund Management Co., Ltd. | 8,708 | $430.8 萬 | 0.27% | +6,843+366.9% | 加碼 |
| Kames Capital plc | 8,720 | $431.1 萬 | 0.06% | −1,931−18.1% | 減碼 |
| DeDora Capital, Inc. | 8,728 | $431.8 萬 | 1.37% | −299−3.3% | 減碼 |
| Univest Financial Corp | 8,744 | $432.6 萬 | 1.22% | −3,149−26.5% | 減碼 |
| Constitution Capital LLC | 8,769 | $433.8 萬 | 2.45% | −386−4.2% | 減碼 |
| Centre Asset Management, LLC | 8,798 | $435.2 萬 | 1.04% | −482−5.2% | 減碼 |
| Johnson Financial Group, Inc. | 8,823 | $436.5 萬 | 0.23% | −94−1.1% | 減碼 |
| CWA Asset Management Group, LLC | 8,899 | $440.3 萬 | 0.27% | +1,155+14.9% | 加碼 |
| Institutional & Family Asset Management, LLC | 8,903 | $440.4 萬 | 0.70% | +182+2.1% | 加碼 |
| Lindenwold Advisors | 8,926 | $441.6 萬 | 2.36% | −195−2.1% | 減碼 |
| De Burlo Group Inc | 8,935 | $442.0 萬 | 0.59% | −600−6.3% | 減碼 |
| Enterprise Bank & Trust Co | 8,955 | $443.0 萬 | 1.52% | −346−3.7% | 減碼 |
| West Branch Capital LLC | 8,991 | $444.8 萬 | 1.79% | +604+7.2% | 加碼 |
| Summit Trail Advisors, LLC | 9,009 | $445.7 萬 | 0.12% | +901+11.1% | 加碼 |
| Financial Advisory Service, Inc. | 9,033 | $446.8 萬 | 0.40% | +66+0.7% | 加碼 |
| Capital Insight Partners, LLC | 9,045 | $447.5 萬 | 0.84% | +332+3.8% | 加碼 |
| Whitford Management LLC | 9,064 | $448.4 萬 | 2.52% | −25,361−73.7% | 減碼 |
| Bond & Devick Financial Network, Inc. | 9,064 | $448.4 萬 | 2.43% | −288−3.1% | 減碼 |
| Plimoth Trust Co LLC | 9,074 | $448.9 萬 | 1.20% | +317+3.6% | 加碼 |
| Compton Wealth Advisory Group, LLC | 9,078 | $449.1 萬 | 1.23% | +704+8.4% | 加碼 |
| We Are One Seven, LLC | 9,093 | $449.8 萬 | 0.23% | +333+3.8% | 加碼 |
| Moody National Bank Trust Division | 9,099 | $450.1 萬 | 0.35% | +24+0.3% | 加碼 |
| Martin Capital Partners, LLC | 9,166 | $453.5 萬 | 1.74% | −174−1.9% | 減碼 |
| LGT Fund Management Co Ltd. | 9,190 | $454.6 萬 | 1.90% | +2,430+35.9% | 加碼 |
| Journey Advisory Group, LLC | 9,194 | $454.8 萬 | 0.56% | +212+2.4% | 加碼 |
| Bryn Mawr Trust Co | 9,222 | $456.2 萬 | 0.18% | +9,222 | 新進 |
| MMBG Investment Advisors Co. | 9,223 | $456.3 萬 | 0.48% | +730+8.6% | 加碼 |
| Icon Advisers Inc | 9,319 | $456.4 萬 | 0.99% | 00.0% | 不變 |
| Deltec Asset Management LLC | 9,232 | $456.7 萬 | 0.90% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 9,252 | $457.7 萬 | 0.87% | −25−0.3% | 減碼 |
| Allen Capital Group, LLC | 9,257 | $457.9 萬 | 0.66% | +8,727+1,646.6% | 加碼 |
| Transcend Wealth Collective, LLC | 9,264 | $458.3 萬 | 0.37% | +913+10.9% | 加碼 |
| Duality Advisers, LP | 9,302 | $460.2 萬 | 0.45% | +9,302 | 新進 |
| Leeward Financial Partners, LLC | 9,328 | $461.5 萬 | 1.95% | +2,878+44.6% | 加碼 |
| Lakeview Capital Partners, LLC | 9,366 | $463.3 萬 | 0.75% | −185−1.9% | 減碼 |
| Arkadios Wealth Advisors | 9,412 | $465.6 萬 | 0.36% | +105+1.1% | 加碼 |
| Tranquility Partners, LLC | 9,437 | $466.9 萬 | 1.80% | −10−0.1% | 減碼 |
| TrinityPoint Wealth, LLC | 9,453 | $467.6 萬 | 0.77% | −5,321−36.0% | 減碼 |
| Tower View Investment Management & Research LLC | 9,476 | $468.8 萬 | 2.74% | −40−0.4% | 減碼 |
| Union Heritage Capital, LLC | 9,478 | $468.9 萬 | 1.86% | +1,578+20.0% | 加碼 |
| HBW Advisory Services LLC | 8,915 | $469.3 萬 | 0.88% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 9,512 | $470.6 萬 | 0.25% | −82−0.9% | 減碼 |
| Intrust Bank NA | 9,534 | $471.6 萬 | 0.51% | −724−7.1% | 減碼 |
| GeoWealth Management, LLC | 9,549 | $472.4 萬 | 0.18% | +3,044+46.8% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 9,550 | $472.4 萬 | 0.98% | +9,550 | 新進 |
| Investment House LLC | 9,555 | $472.7 萬 | 0.28% | 00.0% | 不變 |
| Legacy CG, LLC | 9,584 | $474.1 萬 | 1.72% | +217+2.3% | 加碼 |
| Keebeck Wealth Management, LLC | 9,587 | $474.3 萬 | 0.70% | −1,458−13.2% | 減碼 |
| Bray Capital Advisors | 9,606 | $475.2 萬 | 1.21% | −5−0.1% | 減碼 |
| Symmetry Investments LP | 9,608 | $475.3 萬 | 0.50% | +5,408+128.8% | 加碼 |
| Eagle Rock Investment Company, LLC | 9,617 | $475.8 萬 | 0.88% | +2,230+30.2% | 加碼 |
| Portside Wealth Group, LLC | 9,629 | $476.4 萬 | 0.88% | −544−5.3% | 減碼 |
| Mechanics Bank Trust Department | 9,653 | $477.5 萬 | 0.70% | +575+6.3% | 加碼 |
| Ameritas Advisory Services, LLC | 9,682 | $477.7 萬 | 0.20% | −1,090−10.1% | 減碼 |
| LexAurum Advisors, LLC | 9,673 | $478.5 萬 | 1.20% | −112−1.1% | 減碼 |
| Pinnacle Holdings, LLC | 9,719 | $480.8 萬 | 1.93% | −784−7.5% | 減碼 |
| Holderness Investments Co | 9,723 | $481.0 萬 | 1.18% | +53+0.5% | 加碼 |
| Cypress Capital Group | 9,744 | $482.0 萬 | 0.58% | +2,125+27.9% | 加碼 |
| Strategy Asset Managers LLC | 9,769 | $483.2 萬 | 1.03% | +34+0.3% | 加碼 |
| Eclectic Associates Inc | 9,778 | $483.7 萬 | 2.21% | +65+0.7% | 加碼 |
| Solidarilty Wealth, LLC | 9,817 | $485.6 萬 | 1.52% | +16+0.2% | 加碼 |
| Cigna Investments Inc | 9,834 | $486.5 萬 | 0.92% | −81−0.8% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 9,866 | $488.1 萬 | 1.20% | +1,468+17.5% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 9,892 | $489.4 萬 | 1.19% | +67+0.7% | 加碼 |
| Fortis Group Advisors, LLC | 9,908 | $490.2 萬 | 0.90% | +428+4.5% | 加碼 |
| Fairhaven Wealth Management, LLC | 9,934 | $491.4 萬 | 1.69% | −202−2.0% | 減碼 |
| Cordatus Wealth Management LLC | 9,936 | $491.5 萬 | 3.56% | +1,978+24.9% | 加碼 |
| Trifecta Capital Advisors, LLC | 9,942 | $491.8 萬 | 1.20% | +420+4.4% | 加碼 |
| Insigneo Advisory Services, LLC | 9,993 | $494.3 萬 | 0.59% | +1,588+18.9% | 加碼 |
| Sivik Global Healthcare LLC | 10,000 | $494.7 萬 | 1.80% | 00.0% | 不變 |
| FreeGulliver LLC | 10,000 | $494.7 萬 | 4.39% | 00.0% | 不變 |
| Independent Financial Group, LLC | 10,019 | $495.6 萬 | 0.23% | +716+7.7% | 加碼 |
| Buckingham Strategic Partners | 10,056 | $497.5 萬 | 0.14% | +7,513+295.4% | 加碼 |
| First Trust Investment Solutions L.P. | 10,059 | $497.6 萬 | 0.88% | +4,249+73.1% | 加碼 |
| Trinity Legacy Partners, LLC | 10,110 | $500.2 萬 | 1.47% | +111+1.1% | 加碼 |
| Weik Capital Management | 10,138 | $501.5 萬 | 2.13% | −129−1.3% | 減碼 |
| Stamos Capital Partners, L.P. | 10,140 | $501.6 萬 | 1.14% | +4,500+79.8% | 加碼 |
| Mirabaud & Cie SA | 10,152 | $502.2 萬 | 1.78% | +3,031+42.6% | 加碼 |
| Legacy Private Trust Co. | 10,174 | $503.3 萬 | 0.37% | +604+6.3% | 加碼 |
| PFG Advisors | 10,186 | $503.9 萬 | 0.37% | +277+2.8% | 加碼 |
| Round Rock Advisors, LLC | 10,231 | $506.1 萬 | 1.21% | −1,683−14.1% | 減碼 |
| Qtron Investments LLC | 10,241 | $506.6 萬 | 0.72% | 00.0% | 不變 |
| Cypress Asset Management Inc | 10,118 | $508.9 萬 | 1.38% | +114+1.1% | 加碼 |
| Heirloom Wealth Management | 10,343 | $511.7 萬 | 1.74% | −157−1.5% | 減碼 |
| Arden Trust Co | 10,400 | $514.5 萬 | 0.72% | −69−0.7% | 減碼 |
| Rench Wealth Management, Inc. | 10,404 | $514.7 萬 | 1.97% | +7,052+210.4% | 加碼 |
| Bank of New Hampshire | 10,441 | $516.5 萬 | 1.36% | +7+0.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 10,451 | $517.0 萬 | 0.05% | +2,981+39.9% | 加碼 |
| River Wealth Advisors LLC | 10,478 | $518.4 萬 | 0.75% | +293+2.9% | 加碼 |
| Connable Office Inc | 10,486 | $518.7 萬 | 0.59% | −438−4.0% | 減碼 |
| Peloton Wealth Strategists | 10,493 | $519.1 萬 | 2.11% | +1,203+12.9% | 加碼 |
| Claro Advisors LLC | 10,493 | $519.1 萬 | 0.90% | +4,219+67.2% | 加碼 |
| Carderock Capital Management Inc | 10,512 | $520.0 萬 | 1.46% | −3,292−23.8% | 減碼 |
| Trust Asset Management LLC | 10,545 | $521.7 萬 | 0.46% | 00.0% | 不變 |
| Thematics Asset Management | 10,628 | $525.8 萬 | 0.22% | −800−7.0% | 減碼 |
| Northeast Financial Consultants Inc | 10,640 | $526.4 萬 | 0.26% | +325+3.2% | 加碼 |