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 |
|---|---|---|---|---|---|
| Simmons Bank | 10,645 | $526.6 萬 | 0.40% | −150−1.4% | 減碼 |
| Duff & Phelps Investment Management Co | 10,673 | $528.0 萬 | 0.06% | +350+3.4% | 加碼 |
| J. W. Coons Advisors, LLC | 10,686 | $528.6 萬 | 1.19% | +1,224+12.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 10,707 | $529.7 萬 | 0.80% | +442+4.3% | 加碼 |
| Ayrshire Capital Management LLC | 10,728 | $530.7 萬 | 2.87% | +794+8.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 10,728 | $530.7 萬 | 2.87% | +10,728 | 新進 |
| Kingsview Wealth Management, LLC | 10,764 | $532.5 萬 | 0.13% | −1,122−9.4% | 減碼 |
| Sandhill Capital Partners LLC | 10,828 | $535.7 萬 | 0.43% | +2,942+37.3% | 加碼 |
| Wexford Capital LP | 10,828 | $535.7 萬 | 1.09% | +7,156+194.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 10,867 | $537.6 萬 | 0.68% | +1,857+20.6% | 加碼 |
| Chatham Capital Group, Inc. | 10,882 | $538.3 萬 | 0.99% | +679+6.7% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 10,919 | $540.2 萬 | 1.86% | +719+7.0% | 加碼 |
| Cornerstone Wealth Group, LLC | 10,964 | $542.4 萬 | 0.50% | +1,712+18.5% | 加碼 |
| CTC LLC | 10,975 | $542.9 萬 | 0.09% | +10,975 | 新進 |
| Quadrant Capital Group LLC | 11,000 | $544.2 萬 | 0.43% | −1,028−8.5% | 減碼 |
| DLK Investment Management, LLC | 11,010 | $544.7 萬 | 2.31% | +314+2.9% | 加碼 |
| Acropolis Investment Management, LLC | 11,014 | $544.9 萬 | 0.36% | −103−0.9% | 減碼 |
| Csenge Advisory Group | 11,060 | $547.1 萬 | 0.31% | +144+1.3% | 加碼 |
| Gs Investments, Inc. | 11,081 | $548.2 萬 | 2.64% | −50.0% | 減碼 |
| Community Financial Services Group, LLC | 11,093 | $548.8 萬 | 1.25% | +11,093 | 新進 |
| Capital Analysts, LLC | 11,114 | $549.8 萬 | 0.26% | +270+2.5% | 加碼 |
| Keeler Thomas Management LLC | 11,136 | $550.9 萬 | 1.89% | +958+9.4% | 加碼 |
| Essex Financial Services, Inc. | 11,145 | $551.4 萬 | 0.51% | −488−4.2% | 減碼 |
| Summit Global Investments | 11,163 | $552.2 萬 | 0.41% | +2,880+34.8% | 加碼 |
| Warren Averett Asset Management, LLC | 11,193 | $553.7 萬 | 0.13% | +1,483+15.3% | 加碼 |
| Souders Financial Advisors | 11,205 | $554.3 萬 | 0.87% | +365+3.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 11,224 | $555.3 萬 | 0.50% | +1,068+10.5% | 加碼 |
| Meeder Advisory Services, Inc. | 11,227 | $555.4 萬 | 0.56% | +228+2.1% | 加碼 |
| Private Trust Co NA | 11,258 | $556.9 萬 | 0.60% | −422−3.6% | 減碼 |
| JCIC Asset Management Inc. | 11,267 | $557.4 萬 | 2.30% | +168+1.5% | 加碼 |
| Montag A & Associates Inc | 11,281 | $558.1 萬 | 0.28% | +196+1.8% | 加碼 |
| Rockline Wealth Management, LLC | 11,308 | $559.4 萬 | 1.96% | +246+2.2% | 加碼 |
| Nations Financial Group Inc, | 11,345 | $561.3 萬 | 0.47% | −58−0.5% | 減碼 |
| Saranac Partners Ltd | 11,378 | $562.9 萬 | 3.45% | +786+7.4% | 加碼 |
| Nikulski Financial, Inc. | 11,382 | $563.1 萬 | 1.87% | −167−1.4% | 減碼 |
| Lynch Asset Management, Inc. | 11,400 | $564.0 萬 | 2.65% | +400+3.6% | 加碼 |
| Plancorp, LLC | 11,448 | $566.3 萬 | 0.25% | −99−0.9% | 減碼 |
| Pegasus Partners Ltd. | 11,464 | $567.1 萬 | 0.60% | −8−0.1% | 減碼 |
| Vestor Capital, LLC | 11,467 | $567.3 萬 | 0.48% | −247−2.1% | 減碼 |
| Dynasty Wealth Management, LLC | 11,486 | $568.2 萬 | 0.18% | +11,486 | 新進 |
| Lountzis Asset Management, LLC | 11,495 | $568.7 萬 | 2.69% | 00.0% | 不變 |
| Barbara Oil Co. | 11,500 | $568.9 萬 | 2.40% | 00.0% | 不變 |
| Value Partners Investments Inc. | 11,522 | $569.4 萬 | 0.47% | +650+6.0% | 加碼 |
| City Holding Co | 11,533 | $570.5 萬 | 0.86% | −189−1.6% | 減碼 |
| Reliant Investment Management, LLC | 11,533 | $570.5 萬 | 2.67% | +251+2.2% | 加碼 |
| D L Carlson Investment Group Inc | 11,575 | $572.6 萬 | 1.12% | −304−2.6% | 減碼 |
| Little House Capital LLC | 11,595 | $573.6 萬 | 1.90% | +2,888+33.2% | 加碼 |
| Waldron Private Wealth LLC | 11,600 | $573.9 萬 | 0.26% | −953−7.6% | 減碼 |
| Bulltick Wealth Management, LLC | 11,606 | $574.1 萬 | 1.20% | +406+3.6% | 加碼 |
| Capital Investment Counsel, LLC | 11,607 | $574.2 萬 | 1.23% | +5,572+92.3% | 加碼 |
| Mirador Capital Partners LP | 11,684 | $578.0 萬 | 1.10% | +1,277+12.3% | 加碼 |
| Zurich Insurance Group Ltd | 11,700 | $578.8 萬 | 0.05% | −204,986−94.6% | 減碼 |
| Stiles Financial Services Inc | 11,718 | $579.7 萬 | 2.32% | +66+0.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 11,728 | $580.2 萬 | 0.56% | −5,623−32.4% | 減碼 |
| NBC Securities, Inc. | 11,750 | $581.2 萬 | 0.55% | −170−1.4% | 減碼 |
| Bristlecone Advisors, LLC | 11,751 | $581.3 萬 | 0.51% | −40.0% | 減碼 |
| Merit Financial Group, LLC | 11,805 | $581.3 萬 | 0.14% | +2,727+30.0% | 加碼 |
| RBA Wealth Management, LLC | 11,785 | $583.0 萬 | 2.36% | +109+0.9% | 加碼 |
| Atlantic Trust, LLC | 11,873 | $587.4 萬 | 1.54% | −822−6.5% | 減碼 |
| Cubic Asset Management, LLC | 11,883 | $587.9 萬 | 1.39% | −322−2.6% | 減碼 |
| Monetary Management Group Inc | 11,933 | $590.3 萬 | 1.64% | +145+1.2% | 加碼 |
| Kinneret Advisory, LLC | 11,938 | $590.6 萬 | 0.59% | −37−0.3% | 減碼 |
| Diversify Advisory Services, LLC | 12,138 | $594.4 萬 | 0.35% | +12,138 | 新進 |
| Globeflex Capital L P | 12,055 | $596.4 萬 | 0.58% | 00.0% | 不變 |
| Legacy Advisors, LLC | 12,083 | $597.8 萬 | 0.76% | −2,659−18.0% | 減碼 |
| Tritonpoint Wealth, LLC | 12,522 | $597.8 萬 | 0.62% | −862−6.4% | 減碼 |
| Whalerock Point Partners, LLC | 12,090 | $598.1 萬 | 1.63% | +560+4.9% | 加碼 |
| S&T Bank | 12,094 | $598.3 萬 | 1.15% | −1,806−13.0% | 減碼 |
| Culbertson A N & Co Inc | 12,129 | $600.0 萬 | 1.04% | +91+0.8% | 加碼 |
| Lake Street Advisors Group, LLC | 12,141 | $600.6 萬 | 0.28% | −207−1.7% | 減碼 |
| Boothbay Fund Management, LLC | 12,193 | $603.2 萬 | 0.18% | +11,328+1,309.6% | 加碼 |
| Wealthspire Advisors, LLC | 12,230 | $605.0 萬 | 0.08% | −285−2.3% | 減碼 |
| Proequities, Inc. | 12,237 | $605.4 萬 | 0.39% | +1,033+9.2% | 加碼 |
| Harbour Trust & Investment Management Co | 12,248 | $605.9 萬 | 0.76% | +3,170+34.9% | 加碼 |
| Connecticut Wealth Management, LLC | 12,265 | $606.7 萬 | 0.32% | −44−0.4% | 減碼 |
| Perkins Coie Trust Co | 12,270 | $607.0 萬 | 1.42% | +53+0.4% | 加碼 |
| ClariVest Asset Management LLC | 12,288 | $607.9 萬 | 0.63% | −29,114−70.3% | 減碼 |
| Great Lakes Retirement, Inc. | 12,313 | $609.2 萬 | 0.90% | +388+3.3% | 加碼 |
| SlateStone Wealth, LLC | 12,346 | $610.8 萬 | 0.61% | −119−1.0% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $612.2 萬 | 0.19% | 00.0% | 不變 |
| Marshall & Sullivan Inc | 12,376 | $612.2 萬 | 3.03% | −84−0.7% | 減碼 |
| Chicago Trust Co NA | 12,509 | $618.8 萬 | 1.28% | +159+1.3% | 加碼 |
| Capital Planning Advisors, LLC | 12,514 | $619.1 萬 | 1.09% | −69−0.5% | 減碼 |
| Field & Main Bank | 12,579 | $622.3 萬 | 2.42% | −551−4.2% | 減碼 |
| Canal Capital Management, LLC | 12,584 | $622.6 萬 | 1.05% | +848+7.2% | 加碼 |
| Meridian Wealth Advisors, LLC | 12,605 | $623.6 萬 | 1.17% | +692+5.8% | 加碼 |
| GM Advisory Group, Inc. | 12,609 | $623.8 萬 | 0.44% | +2,172+20.8% | 加碼 |
| Harbour Capital Advisors, LLC | 13,615 | $623.8 萬 | 1.54% | +72+0.5% | 加碼 |
| Clearstead Advisors, LLC | 12,224 | $625.5 萬 | 0.31% | −1,116−8.4% | 減碼 |
| HGK Asset Management Inc | 12,755 | $631.0 萬 | 1.23% | +1,772+16.1% | 加碼 |
| Asset Planning Services Inc | 12,760 | $631.2 萬 | 3.53% | −150−1.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,792 | $632.8 萬 | 0.29% | +3,877+43.5% | 加碼 |
| RSM US Wealth Management LLC | 12,795 | $633.0 萬 | 0.16% | +758+6.3% | 加碼 |
| IFP Advisors, Inc | 12,824 | $634.5 萬 | 0.28% | +873+7.3% | 加碼 |
| Nelson Capital Management, LLC | 12,844 | $635.4 萬 | 1.21% | +387+3.1% | 加碼 |
| Syon Capital LLC | 12,855 | $635.9 萬 | 0.60% | −56−0.4% | 減碼 |
| PFG Investments, LLC | 12,872 | $636.8 萬 | 0.38% | +6,830+113.0% | 加碼 |
| Charter Trust Co | 12,885 | $637.4 萬 | 0.43% | +161+1.3% | 加碼 |
| Sowell Financial Services LLC | 12,934 | $639.8 萬 | 0.30% | −495−3.7% | 減碼 |
| NorthRock Partners, LLC | 12,952 | $640.8 萬 | 0.25% | +287+2.3% | 加碼 |