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 |
|---|---|---|---|---|---|
| Gouws Capital LLC | 8,499 | $420.5 萬 | 3.19% | +49+0.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 8,495 | $420.2 萬 | 0.76% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 8,489 | $420.0 萬 | 1.41% | +87+1.0% | 加碼 |
| Community Bank, N.A. | 8,488 | $419.9 萬 | 0.55% | −140−1.6% | 減碼 |
| Accredited Investors Inc. | 8,478 | $419.4 萬 | 0.27% | +1,181+16.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 8,465 | $418.8 萬 | 0.37% | −32−0.4% | 減碼 |
| TFG Advisers LLC | 8,446 | $417.8 萬 | 1.64% | −60−0.7% | 減碼 |
| Nicollet Investment Management, Inc. | 8,443 | $417.7 萬 | 1.54% | −78−0.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 8,443 | $417.7 萬 | 0.28% | −636−7.0% | 減碼 |
| Hyman Charles D | 8,390 | $415.1 萬 | 0.23% | 00.0% | 不變 |
| Delaney Dennis R | 8,386 | $414.9 萬 | 2.26% | +335+4.2% | 加碼 |
| Boston Financial Mangement LLC | 8,302 | $410.7 萬 | 0.13% | −221−2.6% | 減碼 |
| FDx Advisors, Inc. | 8,300 | $410.6 萬 | 0.62% | −7,455−47.3% | 減碼 |
| Private Wealth Strategies, L.L.C. | 8,299 | $410.5 萬 | 0.89% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 8,290 | $410.1 萬 | 0.35% | +8,290 | 新進 |
| Viawealth, LLC | 8,288 | $410.0 萬 | 2.56% | −174−2.1% | 減碼 |
| Western Wealth Management, LLC | 8,286 | $409.9 萬 | 0.32% | −2,945−26.2% | 減碼 |
| SNS Financial Group, LLC | 8,275 | $409.4 萬 | 0.45% | +122+1.5% | 加碼 |
| Graypoint LLC | 8,272 | $409.2 萬 | 0.30% | −639−7.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,219 | $406.6 萬 | 1.14% | −14−0.2% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 8,213 | $406.3 萬 | 2.13% | −5−0.1% | 減碼 |
| Scott & Selber, Inc. | 8,198 | $405.6 萬 | 1.38% | +13+0.2% | 加碼 |
| Arrow Financial Corp | 8,195 | $405.4 萬 | 0.40% | −938−10.3% | 減碼 |
| Jackson Hole Capital Partners, LLC | 8,186 | $405.0 萬 | 0.93% | +7,311+835.5% | 加碼 |
| Shufro Rose & Co LLC | 8,176 | $404.5 萬 | 0.33% | −491−5.7% | 減碼 |
| Becker Capital Management Inc | 8,162 | $403.8 萬 | 0.14% | −129−1.6% | 減碼 |
| Stanley-Laman Group, Ltd. | 8,150 | $403.2 萬 | 0.57% | +620+8.2% | 加碼 |
| New Hampshire Trust | 8,140 | $402.7 萬 | 0.94% | −40.0% | 減碼 |
| Gratus Capital LLC | 8,121 | $401.8 萬 | 0.19% | −3,213−28.3% | 減碼 |
| Bellwether Advisors, LLC | 8,106 | $401.0 萬 | 0.88% | +8,106 | 新進 |
| Moors & Cabot, Inc. | 8,035 | $397.5 萬 | 0.22% | −803−9.1% | 減碼 |
| Orleans Capital Management Corp | 8,032 | $397.3 萬 | 2.61% | −1,040−11.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 7,982 | $394.9 萬 | 0.62% | +1,860+30.4% | 加碼 |
| Affiance Financial, LLC | 7,961 | $393.9 萬 | 1.07% | +116+1.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 7,941 | $392.9 萬 | 0.43% | +984+14.1% | 加碼 |
| Archford Capital Strategies, LLC | 7,901 | $390.9 萬 | 0.66% | +190+2.5% | 加碼 |
| Fullerton Fund Management Co Ltd. | 7,891 | $390.4 萬 | 0.18% | −6,032−43.3% | 減碼 |
| Zega Financial, LLC | 7,891 | $390.4 萬 | 1.69% | −12−0.2% | 減碼 |
| Atlas Private Wealth Management | 7,886 | $390.1 萬 | 1.64% | +632+8.7% | 加碼 |
| Fosun International Ltd | 7,878 | $389.7 萬 | 1.21% | +3,009+61.8% | 加碼 |
| Covenant Asset Management, LLC | 7,875 | $389.6 萬 | 0.95% | +1,235+18.6% | 加碼 |
| Fidelis Capital Partners, LLC | 7,849 | $388.3 萬 | 0.59% | +680+9.5% | 加碼 |
| Financial Partners Group, LLC | 7,845 | $388.1 萬 | 1.50% | +162+2.1% | 加碼 |
| Shayne & Co., LLC | 7,809 | $386.3 萬 | 1.05% | +885+12.8% | 加碼 |
| Pensionfund Sabic | 7,800 | $385.9 萬 | 1.14% | −600−7.1% | 減碼 |
| Abbrea Capital, LLC | 7,801 | $385.9 萬 | 0.51% | +156+2.0% | 加碼 |
| Dorchester Wealth Management Co | 7,791 | $385.4 萬 | 0.69% | −513−6.2% | 減碼 |
| Hohimer Wealth Management, LLC | 7,785 | $385.1 萬 | 0.90% | +309+4.1% | 加碼 |
| Family Legacy, Inc. | 7,753 | $383.5 萬 | 1.38% | −47−0.6% | 減碼 |
| Channel Wealth LLC | 7,748 | $383.3 萬 | 1.54% | +1,353+21.2% | 加碼 |
| Daymark Wealth Partners, LLC | 117,524 | $383.2 萬 | 0.21% | −328−0.3% | 減碼 |
| Spears Abacus Advisors LLC | 7,730 | $382.4 萬 | 0.08% | +2,205+39.9% | 加碼 |
| Morton Community Bank | 7,707 | $381.3 萬 | 1.10% | +44+0.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,702 | $381.0 萬 | 0.41% | −83−1.1% | 減碼 |
| Secured Retirement Advisors, LLC | 7,699 | $380.9 萬 | 3.23% | +896+13.2% | 加碼 |
| Advocate Group LLC | 7,683 | $380.1 萬 | 0.76% | +120+1.6% | 加碼 |
| South State Corp. | 7,679 | $379.9 萬 | 0.30% | +21+0.3% | 加碼 |
| Wolverine Trading, LLC | 7,675 | $379.7 萬 | 0.04% | −3,105−28.8% | 減碼 |
| Sitrin Capital Management LLC | 7,663 | $379.1 萬 | 2.07% | −192−2.4% | 減碼 |
| Harbour Investment Management LLC | 7,646 | $378.2 萬 | 1.78% | +25+0.3% | 加碼 |
| Ingalls & Snyder LLC | 7,636 | $377.8 萬 | 0.17% | +2,862+59.9% | 加碼 |
| Shorepoint Capital Partners LLC | 7,629 | $377.4 萬 | 0.92% | −89−1.2% | 減碼 |
| Clarius Group, LLC | 7,613 | $376.6 萬 | 0.26% | −903−10.6% | 減碼 |
| Murphy Pohlad Asset Management LLC | 7,609 | $376.4 萬 | 1.47% | 00.0% | 不變 |
| Elgethun Capital Management | 7,631 | $375.7 萬 | 0.95% | −195−2.5% | 減碼 |
| Lyell Wealth Management, LP | 7,571 | $374.5 萬 | 0.38% | +1,221+19.2% | 加碼 |
| Nilsine Partners, LLC | 7,569 | $374.4 萬 | 0.51% | −519−6.4% | 減碼 |
| Principle Wealth Partners LLC | 7,550 | $373.5 萬 | 0.29% | +20+0.3% | 加碼 |
| Studio Investment Management LLC | 7,548 | $373.4 萬 | 0.89% | +13+0.2% | 加碼 |
| Wambolt & Associates, LLC | 7,608 | $372.6 萬 | 1.11% | +1,098+16.9% | 加碼 |
| Greenline Partners, LLC | 7,523 | $372.2 萬 | 0.59% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 7,508 | $371.4 萬 | 2.05% | +463+6.6% | 加碼 |
| Twinbeech Capital LP | 7,486 | $370.3 萬 | 0.08% | +3,398+83.1% | 加碼 |
| PACK Private Wealth, LLC | 7,472 | $369.6 萬 | 2.32% | 00.0% | 不變 |
| Cox Capital Mgt LLC | 7,450 | $368.6 萬 | 2.27% | −120−1.6% | 減碼 |
| BFSG, LLC | 7,439 | $368.0 萬 | 0.49% | 00.0% | 不變 |
| Wintrust Investments LLC | 7,392 | $365.7 萬 | 0.32% | −10−0.1% | 減碼 |
| Alerus Financial NA | 7,353 | $363.8 萬 | 0.27% | −4,407−37.5% | 減碼 |
| Centric Wealth Management | 7,488 | $362.2 萬 | 1.15% | +522+7.5% | 加碼 |
| Banco de Sabadell, S.A | 7,281 | $360.1 萬 | 2.68% | −266−3.5% | 減碼 |
| Bensler, LLC | 7,259 | $359.1 萬 | 0.52% | −54−0.7% | 減碼 |
| Westover Capital Advisors, LLC | 7,249 | $358.6 萬 | 1.05% | −324−4.3% | 減碼 |
| Central Pacific Bank - Trust Division | 7,302 | $357.6 萬 | 0.44% | +7,302 | 新進 |
| Piscataqua Savings Bank | 7,195 | $355.9 萬 | 3.14% | −132−1.8% | 減碼 |
| Roanoke Asset Management Corp | 7,195 | $355.9 萬 | 1.17% | −10−0.1% | 減碼 |
| Delta Capital Management LLC | 7,190 | $355.7 萬 | 2.35% | 00.0% | 不變 |
| Sweet Financial Partners, LLC | 7,190 | $355.7 萬 | 0.82% | +536+8.1% | 加碼 |
| BOK Financial Private Wealth, Inc. | 7,175 | $354.9 萬 | 0.26% | −642−8.2% | 減碼 |
| Accurate Wealth Management, LLC | 7,079 | $354.8 萬 | 1.04% | −7−0.1% | 減碼 |
| Grey Street Capital, LLC | 7,142 | $353.3 萬 | 0.48% | +7,142 | 新進 |
| Consolidated Capital Management, LLC | 7,139 | $353.2 萬 | 1.69% | +6+0.1% | 加碼 |
| MPS Loria Financial Planners, LLC | 7,132 | $352.8 萬 | 1.18% | +13+0.2% | 加碼 |
| Broadleaf Partners, LLC | 7,131 | $352.8 萬 | 0.90% | −4,481−38.6% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 6,700 | $352.7 萬 | 1.35% | −1,354−16.8% | 減碼 |
| Dempze Nancy E | 7,126 | $352.5 萬 | 2.68% | +442+6.6% | 加碼 |
| Condor Capital Management | 7,116 | $352.1 萬 | 0.34% | +43+0.6% | 加碼 |
| Bey-Douglas LLC | 7,099 | $351.2 萬 | 3.36% | −62−0.9% | 減碼 |
| Naviter Wealth, LLC | 7,095 | $351.0 萬 | 0.57% | +968+15.8% | 加碼 |
| Gunn & Co Investment Management, Inc. | 7,081 | $350.3 萬 | 2.63% | −90,598−92.8% | 減碼 |
| Pinnacle West Asset Management, Inc. | 7,075 | $350.0 萬 | 2.78% | −10−0.1% | 減碼 |