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 |
|---|---|---|---|---|---|
| Alley Investment Management Company, LLC | 15,353 | $759.5 萬 | 1.05% | +127+0.8% | 加碼 |
| Marietta Wealth Management, LLC | 15,341 | $758.9 萬 | 1.25% | +372+2.5% | 加碼 |
| Davy Global Fund Management Ltd | 15,311 | $757.4 萬 | 0.86% | −33−0.2% | 減碼 |
| Alapocas Investment Partners, Inc. | 15,309 | $757.3 萬 | 4.51% | +327+2.2% | 加碼 |
| Empire Life Investments Inc. | 15,217 | $752.8 萬 | 0.46% | −479−3.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 15,198 | $751.9 萬 | 2.43% | +13+0.1% | 加碼 |
| Entropy Technologies, LP | 15,176 | $750.8 萬 | 0.80% | +11,572+321.1% | 加碼 |
| Coastline Trust Co | 15,156 | $749.8 萬 | 0.91% | −451−2.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 15,140 | $749.0 萬 | 0.82% | −348−2.2% | 減碼 |
| Sigma Investment Counselors Inc | 15,128 | $748.4 萬 | 0.48% | −364−2.3% | 減碼 |
| Suvretta Capital Management, LLC | 15,123 | $748.1 萬 | 0.32% | +2,300+17.9% | 加碼 |
| Checchi Capital Advisers, LLC | 15,099 | $747.0 萬 | 0.58% | −497−3.2% | 減碼 |
| Red Door Wealth Management, LLC | 15,079 | $746.0 萬 | 1.44% | +302+2.0% | 加碼 |
| Hilton Capital Management, LLC | 15,043 | $744.2 萬 | 0.67% | −5,740−27.6% | 減碼 |
| Soltis Investment Advisors LLC | 15,010 | $742.5 萬 | 0.83% | +7,244+93.3% | 加碼 |
| CenterBook Partners LP | 14,988 | $741.5 萬 | 0.51% | +3,239+27.6% | 加碼 |
| Investment Management Corp of Ontario | 14,921 | $738.1 萬 | 0.22% | −30,045−66.8% | 減碼 |
| Asio Capital, LLC | 14,898 | $737.0 萬 | 1.56% | +1,052+7.6% | 加碼 |
| Meritage Portfolio Management | 14,898 | $737.0 萬 | 0.47% | −950−6.0% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 14,890 | $736.6 萬 | 4.13% | +408+2.8% | 加碼 |
| Tran Capital Management, L.P. | 14,809 | $732.6 萬 | 0.82% | +14,809 | 新進 |
| Spirepoint Private Client, LLC | 14,784 | $731.4 萬 | 1.11% | +14,784 | 新進 |
| Ballast, Inc. | 14,755 | $729.9 萬 | 2.31% | +2,146+17.0% | 加碼 |
| Burns J W & Co Inc | 14,718 | $728.1 萬 | 1.01% | +199+1.4% | 加碼 |
| Northern Oak Wealth Management Inc | 14,703 | $727.4 萬 | 0.86% | −3,751−20.3% | 減碼 |
| Colonial Trust Co | 14,694 | $726.9 萬 | 1.36% | −115−0.8% | 減碼 |
| Asset Dedication, LLC | 14,935 | $724.3 萬 | 0.54% | +576+4.0% | 加碼 |
| Change Path, LLC | 14,633 | $723.9 萬 | 0.29% | +2,908+24.8% | 加碼 |
| Gladstone Institutional Advisory LLC | 14,628 | $723.6 萬 | 0.40% | +1,834+14.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 14,578 | $721.2 萬 | 0.29% | +1,112+8.3% | 加碼 |
| Ocean Capital Management, LLC | 14,562 | $720.4 萬 | 2.68% | +939+6.9% | 加碼 |
| Telos Capital Management, Inc. | 14,555 | $720.0 萬 | 0.81% | +12,954+809.1% | 加碼 |
| Bogart Wealth, LLC | 14,543 | $719.4 萬 | 0.37% | +888+6.5% | 加碼 |
| Granite Investment Partners, LLC | 14,509 | $717.8 萬 | 0.27% | −17,738−55.0% | 減碼 |
| SOL Capital Management CO | 14,503 | $717.5 萬 | 0.90% | +335+2.4% | 加碼 |
| Olstein Capital Management, L.P. | 14,500 | $717.3 萬 | 1.17% | +7,000+93.3% | 加碼 |
| Silicon Valley Capital Partners | 14,467 | $715.7 萬 | 1.07% | +4,435+44.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 14,456 | $715.2 萬 | 0.82% | −1,274−8.1% | 減碼 |
| Nemes Rush Group LLC | 14,437 | $714.2 萬 | 1.02% | +436+3.1% | 加碼 |
| Buckhead Capital Management LLC | 14,425 | $713.6 萬 | 2.42% | +1,236+9.4% | 加碼 |
| Unison Asset Management LLC | 14,409 | $712.8 萬 | 3.73% | +3,374+30.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 14,372 | $711.0 萬 | 0.74% | −15−0.1% | 減碼 |
| Bellecapital International Ltd. | 14,355 | $710.1 萬 | 1.57% | +532+3.8% | 加碼 |
| Thompson Investment Management, Inc. | 14,347 | $709.7 萬 | 1.07% | +315+2.2% | 加碼 |
| HBK Sorce Advisory LLC | 14,258 | $705.4 萬 | 0.25% | −390−2.7% | 減碼 |
| Spinnaker Trust | 14,237 | $704.3 萬 | 0.45% | +840+6.3% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 14,227 | $703.8 萬 | 1.76% | +247+1.8% | 加碼 |
| CAPROCK Group, Inc. | 14,158 | $700.4 萬 | 0.40% | −98−0.7% | 減碼 |
| Verition Fund Management LLC | 14,112 | $698.1 萬 | 0.07% | +4,085+40.7% | 加碼 |
| Duncker Streett & Co Inc | 14,032 | $694.2 萬 | 1.37% | +501+3.7% | 加碼 |
| Sierra Summit Advisors LLC | 14,007 | $692.9 萬 | 1.89% | +763+5.8% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,923 | $688.8 萬 | 4.84% | +201+1.5% | 加碼 |
| Kidder Stephen W | 13,916 | $688.4 萬 | 2.20% | −332−2.3% | 減碼 |
| Liberty Capital Management, Inc. | 13,890 | $687.1 萬 | 1.69% | −272−1.9% | 減碼 |
| NatWest Group plc | 13,863 | $685.8 萬 | 2.64% | −6,017−30.3% | 減碼 |
| Perigon Wealth Management, LLC | 13,850 | $685.2 萬 | 0.21% | +24+0.2% | 加碼 |
| Eagle Capital Management, LLC | 13,821 | $683.7 萬 | 3.08% | +59+0.4% | 加碼 |
| Veriti Management LLC | 13,820 | $683.7 萬 | 0.51% | +54+0.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 13,784 | $681.9 萬 | 1.67% | +1,416+11.4% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 13,766 | $681.0 萬 | 1.18% | +1,505+12.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 13,736 | $679.5 萬 | 0.65% | +181+1.3% | 加碼 |
| Lindbrook Capital, LLC | 13,694 | $677.4 萬 | 0.63% | −365−2.6% | 減碼 |
| Valeo Financial Advisors, LLC | 13,818 | $673.3 萬 | 0.24% | −658−4.5% | 減碼 |
| Naples Global Advisors, LLC | 13,580 | $671.8 萬 | 0.69% | +1,332+10.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,573 | $671.4 萬 | 0.26% | −1,022−7.0% | 減碼 |
| EFG Asset Management (Americas) Corp. | 13,497 | $667.7 萬 | 2.03% | −5,544−29.1% | 減碼 |
| CMH Wealth Management LLC | 13,384 | $662.1 萬 | 1.68% | −1,072−7.4% | 減碼 |
| Sandy Spring Bank | 13,331 | $659.5 萬 | 0.30% | +19+0.1% | 加碼 |
| Paradigm Financial Partners, LLC | 13,330 | $659.5 萬 | 1.42% | +593+4.7% | 加碼 |
| GYL Financial Synergies, LLC | 13,324 | $659.1 萬 | 0.52% | +64+0.5% | 加碼 |
| First Interstate Bank | 13,283 | $657.1 萬 | 0.46% | −736−5.3% | 減碼 |
| Resources Management Corp | 13,276 | $656.7 萬 | 0.96% | +1,251+10.4% | 加碼 |
| PKO Investment Management Joint-Stock Co | 13,189 | $655.6 萬 | 0.78% | +1,800+15.8% | 加碼 |
| Sky Investment Group LLC | 13,251 | $655.5 萬 | 1.26% | +179+1.4% | 加碼 |
| Greenwood Capital Associates LLC | 13,226 | $654.3 萬 | 0.87% | +294+2.3% | 加碼 |
| Milestone Asset Management, LLC | 13,160 | $651.0 萬 | 1.86% | +12,442+1,732.9% | 加碼 |
| PEAK6 Investments LLC | 13,117 | $648.9 萬 | 0.31% | −4,234−24.4% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,106 | $648.4 萬 | 1.84% | −351−2.6% | 減碼 |
| Weatherly Asset Management L. P. | 13,079 | $647.0 萬 | 0.63% | −546−4.0% | 減碼 |
| West Family Investments, Inc. | 13,053 | $645.7 萬 | 2.00% | +369+2.9% | 加碼 |
| Fulton Bank, N.A. | 13,032 | $644.7 萬 | 0.26% | −130−1.0% | 減碼 |
| Ulland Investment Advisors, LLC | 13,006 | $643.4 萬 | 5.14% | −243−1.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 13,004 | $643.3 萬 | 3.86% | −5,808−30.9% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $643.1 萬 | 1.52% | 00.0% | 不變 |
| NorthRock Partners, LLC | 12,952 | $640.8 萬 | 0.25% | +287+2.3% | 加碼 |
| Sowell Financial Services LLC | 12,934 | $639.8 萬 | 0.30% | −495−3.7% | 減碼 |
| Charter Trust Co | 12,885 | $637.4 萬 | 0.43% | +161+1.3% | 加碼 |
| PFG Investments, LLC | 12,872 | $636.8 萬 | 0.38% | +6,830+113.0% | 加碼 |
| Syon Capital LLC | 12,855 | $635.9 萬 | 0.60% | −56−0.4% | 減碼 |
| Nelson Capital Management, LLC | 12,844 | $635.4 萬 | 1.21% | +387+3.1% | 加碼 |
| IFP Advisors, Inc | 12,824 | $634.5 萬 | 0.28% | +873+7.3% | 加碼 |
| RSM US Wealth Management LLC | 12,795 | $633.0 萬 | 0.16% | +758+6.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,792 | $632.8 萬 | 0.29% | +3,877+43.5% | 加碼 |
| Asset Planning Services Inc | 12,760 | $631.2 萬 | 3.53% | −150−1.2% | 減碼 |
| HGK Asset Management Inc | 12,755 | $631.0 萬 | 1.23% | +1,772+16.1% | 加碼 |
| Clearstead Advisors, LLC | 12,224 | $625.5 萬 | 0.31% | −1,116−8.4% | 減碼 |
| Harbour Capital Advisors, LLC | 13,615 | $623.8 萬 | 1.54% | +72+0.5% | 加碼 |
| GM Advisory Group, Inc. | 12,609 | $623.8 萬 | 0.44% | +2,172+20.8% | 加碼 |
| Meridian Wealth Advisors, LLC | 12,605 | $623.6 萬 | 1.17% | +692+5.8% | 加碼 |
| Canal Capital Management, LLC | 12,584 | $622.6 萬 | 1.05% | +848+7.2% | 加碼 |