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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 18,996 | $939.7 萬 | 0.32% | −22,894−54.7% | 減碼 |
| Mattern Capital Management, LLC | 18,930 | $936.5 萬 | 1.27% | +1,271+7.2% | 加碼 |
| Capital International Sarl | 18,883 | $934.1 萬 | 0.31% | +2,565+15.7% | 加碼 |
| Hudson Valley Investment Advisors Inc | 18,830 | $931.6 萬 | 1.12% | +826+4.6% | 加碼 |
| Integrated Advisors Network LLC | 18,806 | $930.4 萬 | 0.48% | +5,394+40.2% | 加碼 |
| Fulcrum Capital LLC | 18,781 | $929.1 萬 | 2.20% | +2,084+12.5% | 加碼 |
| Profund Advisors LLC | 18,778 | $928.9 萬 | 0.36% | −1,131−5.7% | 減碼 |
| Great Waters Wealth Management | 18,634 | $921.8 萬 | 1.51% | −42−0.2% | 減碼 |
| Morse Asset Management, Inc | 18,522 | $916.3 萬 | 2.34% | +453+2.5% | 加碼 |
| Cozad Asset Management Inc | 18,456 | $913.0 萬 | 0.95% | +1,785+10.7% | 加碼 |
| Forbes J M & Co LLP | 18,444 | $912.4 萬 | 0.99% | −353−1.9% | 減碼 |
| Americana Partners, LLC | 18,344 | $907.5 萬 | 0.76% | +1,662+10.0% | 加碼 |
| Ostrum Asset Management | 18,338 | $907.2 萬 | 0.72% | +1,383+8.2% | 加碼 |
| Goelzer Investment Management, Inc. | 18,318 | $906.2 萬 | 0.51% | +1,425+8.4% | 加碼 |
| Atlantic Union Bankshares Corp | 18,287 | $904.7 萬 | 0.76% | −614−3.2% | 減碼 |
| Running Oak Capital LLC | 18,274 | $904.0 萬 | 1.45% | +2,188+13.6% | 加碼 |
| Prospera Financial Services Inc | 18,201 | $901.2 萬 | 0.27% | −8,373−31.5% | 減碼 |
| Walleye Trading LLC | 18,140 | $897.4 萬 | 0.15% | −57,546−76.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 18,087 | $894.8 萬 | 0.07% | +18,087 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 18,054 | $893.1 萬 | 2.21% | +156+0.9% | 加碼 |
| Guardian Capital Advisors LP | 18,608 | $891.3 萬 | 0.96% | −1,342−6.7% | 減碼 |
| Central Bank & Trust Co | 18,003 | $890.6 萬 | 1.27% | −1,628−8.3% | 減碼 |
| Citizens National Bank Trust Department | 17,964 | $888.7 萬 | 2.06% | −70−0.4% | 減碼 |
| Venture Visionary Partners LLC | 17,947 | $887.8 萬 | 0.42% | −2,301−11.4% | 減碼 |
| Picton Mahoney Asset Management | 17,930 | $886.9 萬 | 0.37% | −12,707−41.5% | 減碼 |
| Balentine LLC | 17,927 | $886.8 萬 | 0.26% | −3,544−16.5% | 減碼 |
| Estabrook Capital Management | 17,863 | $883.7 萬 | 1.37% | −529−2.9% | 減碼 |
| Brighton Jones LLC | 17,844 | $882.8 萬 | 0.32% | −160−0.9% | 減碼 |
| Exchange Traded Concepts, LLC | 17,763 | $878.7 萬 | 0.23% | +2,799+18.7% | 加碼 |
| Stonegate Investment Group, LLC | 17,731 | $877.2 萬 | 0.28% | +629+3.7% | 加碼 |
| SYSTM Wealth Solutions LLC | 17,717 | $876.5 萬 | 1.11% | −849−4.6% | 減碼 |
| Lincoln Capital Corp | 17,711 | $876.2 萬 | 3.83% | −341−1.9% | 減碼 |
| Summit Financial, LLC | 17,707 | $876.0 萬 | 0.52% | −2,654−13.0% | 減碼 |
| American Trust | 17,474 | $864.4 萬 | 0.79% | +749+4.5% | 加碼 |
| Pitcairn Co | 17,447 | $863.1 萬 | 0.56% | +399+2.3% | 加碼 |
| Security National Bank | 17,377 | $859.6 萬 | 1.30% | +192+1.1% | 加碼 |
| Elk River Wealth Management, LLC | 17,344 | $858.0 萬 | 1.74% | −1,590−8.4% | 減碼 |
| Burt Wealth Advisors | 17,325 | $857.1 萬 | 2.17% | +276+1.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 17,305 | $856.1 萬 | 0.68% | +1,235+7.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,273 | $854.5 萬 | 0.29% | +1,253+7.8% | 加碼 |
| Savant Capital, LLC | 17,260 | $853.9 萬 | 0.10% | −188−1.1% | 減碼 |
| Biondo Investment Advisors, LLC | 17,260 | $853.9 萬 | 1.32% | +6,911+66.8% | 加碼 |
| Bank of Nova Scotia Trust Co | 17,220 | $851.9 萬 | 0.92% | +1,080+6.7% | 加碼 |
| Chronos Wealth Management, LLC | 17,039 | $842.9 萬 | 4.93% | +427+2.6% | 加碼 |
| Avitas Wealth Management LLC | 17,032 | $842.6 萬 | 1.28% | −119−0.7% | 減碼 |
| Ally Financial Inc. | 17,000 | $841.0 萬 | 1.14% | +17,000 | 新進 |
| FourThought Financial Partners, LLC | 16,994 | $840.7 萬 | 0.96% | +1,126+7.1% | 加碼 |
| First Hawaiian Bank | 16,966 | $839.3 萬 | 0.26% | −1,251−6.9% | 減碼 |
| Icon Wealth Advisors, LLC | 16,852 | $833.7 萬 | 0.77% | +5,088+43.3% | 加碼 |
| GHP Investment Advisors, Inc. | 16,713 | $826.8 萬 | 0.41% | +329+2.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 16,668 | $824.5 萬 | 0.55% | +728+4.6% | 加碼 |
| Blue Edge Capital, LLC | 16,662 | $824.3 萬 | 1.38% | +16,662 | 新進 |
| Cullinan Associates Inc | 16,654 | $823.9 萬 | 0.46% | −3,332−16.7% | 減碼 |
| Brown Shipley& Co Ltd | 16,817 | $823.5 萬 | 2.59% | +1,983+13.4% | 加碼 |
| Zions Bancorporation, N.A. | 16,635 | $822.9 萬 | 0.61% | +50+0.3% | 加碼 |
| Evexia Wealth LLC | 18,731 | $822.7 萬 | 3.39% | −114−0.6% | 減碼 |
| Tradition Wealth Management, LLC | 16,626 | $822.5 萬 | 0.83% | +558+3.5% | 加碼 |
| Verdence Capital Advisors LLC | 16,584 | $820.4 萬 | 0.75% | −357−2.1% | 減碼 |
| RNC Capital Management LLC | 16,556 | $819.0 萬 | 0.47% | +1,855+12.6% | 加碼 |
| Consolidated Investment Group LLC | 16,535 | $818.0 萬 | 1.32% | 00.0% | 不變 |
| Lincoln National Corp | 16,528 | $817.6 萬 | 0.13% | +1,039+6.7% | 加碼 |
| Busey Wealth Management | 16,512 | $816.8 萬 | 0.29% | +112+0.7% | 加碼 |
| Winmill & Co. Inc | 16,475 | $815.0 萬 | 2.32% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 16,431 | $812.8 萬 | 1.12% | −40−0.2% | 減碼 |
| Timber Creek Capital Management LLC | 16,394 | $811.1 萬 | 2.53% | +749+4.8% | 加碼 |
| Evergreen Capital Management LLC | 16,385 | $810.6 萬 | 0.31% | −1,196−6.8% | 減碼 |
| Arjuna Capital | 16,345 | $808.6 萬 | 2.29% | +3,104+23.4% | 加碼 |
| Fundamentun, LLC | 16,339 | $808.3 萬 | 0.79% | +663+4.2% | 加碼 |
| Stolper Co | 16,315 | $807.1 萬 | 2.91% | −355−2.1% | 減碼 |
| Highland Capital Management, LLC | 16,259 | $804.3 萬 | 0.46% | −306−1.8% | 減碼 |
| Gotham Asset Management, LLC | 16,241 | $803.4 萬 | 0.12% | −2,481−13.3% | 減碼 |
| Global Retirement Partners, LLC | 16,186 | $800.7 萬 | 0.30% | +318+2.0% | 加碼 |
| Mitchell Capital Management Co | 16,148 | $798.8 萬 | 1.53% | −289−1.8% | 減碼 |
| GDS Wealth Management | 16,143 | $798.6 萬 | 0.94% | +2,556+18.8% | 加碼 |
| Teza Capital Management LLC | 16,141 | $798.5 萬 | 1.06% | +16,141 | 新進 |
| Iyo Bank, Ltd. | 16,130 | $798.0 萬 | 3.18% | +11,990+289.6% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 16,100 | $796.5 萬 | 0.08% | +5,100+46.4% | 加碼 |
| Ledyard National Bank | 16,099 | $796.4 萬 | 0.77% | −304−1.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 16,074 | $795.2 萬 | 0.61% | +7,352+84.3% | 加碼 |
| Schnieders Capital Management LLC | 16,013 | $792.2 萬 | 1.63% | −918−5.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 16,002 | $791.6 萬 | 0.62% | +1,431+9.8% | 加碼 |
| Argonautica Private Wealth Management, Inc | 15,998 | $791.4 萬 | 2.84% | +476+3.1% | 加碼 |
| Steward Partners Investment Solutions, LLC | 15,996 | $791.3 萬 | 1.33% | +11,125+228.4% | 加碼 |
| MainStreet Investment Advisors LLC | 15,994 | $791.2 萬 | 0.95% | −1,554−8.9% | 減碼 |
| First National Bank of Omaha | 15,055 | $788.5 萬 | 0.54% | −6,725−30.9% | 減碼 |
| Fragasso Group Inc. | 15,939 | $788.5 萬 | 0.67% | −57−0.4% | 減碼 |
| Blue Fin Capital, Inc. | 15,934 | $788.3 萬 | 1.76% | +639+4.2% | 加碼 |
| Ritholtz Wealth Management | 15,911 | $787.1 萬 | 0.27% | −955−5.7% | 減碼 |
| Cyrus J. Lawrence, LLC | 15,885 | $785.8 萬 | 1.74% | +15,885 | 新進 |
| Sigma Planning Corp | 15,863 | $784.8 萬 | 0.25% | +8,935+129.0% | 加碼 |
| BTC Capital Management, Inc. | 15,822 | $782.7 萬 | 0.72% | +15,822 | 新進 |
| Jackson Wealth Management, LLC | 15,822 | $782.7 萬 | 0.98% | +714+4.7% | 加碼 |
| Trium Capital LLP | 15,814 | $782.3 萬 | 2.93% | +2,434+18.2% | 加碼 |
| AIA Group Ltd | 15,780 | $780.6 萬 | 0.25% | −5,601−26.2% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 15,622 | $772.8 萬 | 2.33% | +755+5.1% | 加碼 |
| Puzo Michael J | 15,557 | $769.6 萬 | 2.13% | +1,755+12.7% | 加碼 |
| AMG National Trust Bank | 15,512 | $767.4 萬 | 0.22% | −223−1.4% | 減碼 |
| Rothschild Capital Partners, LLC | 15,482 | $765.9 萬 | 2.22% | −55−0.4% | 減碼 |
| Griffin Asset Management, Inc. | 15,455 | $764.6 萬 | 0.91% | +1,635+11.8% | 加碼 |
| Wright Investors Service Inc | 15,377 | $760.7 萬 | 1.93% | −106−0.7% | 減碼 |