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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 63,685 | $3,150 萬 | 3.07% | +11,256+21.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 63,636 | $3,148 萬 | 2.42% | −646−1.0% | 減碼 |
| Farmers & Merchants Investments Inc | 63,526 | $3,143 萬 | 1.06% | −203−0.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 63,029 | $3,118 萬 | 0.40% | −5,736−8.3% | 減碼 |
| Wedgewood Partners Inc | 60,193 | $3,115 萬 | 6.23% | +10,969+22.3% | 加碼 |
| Cumberland Partners Ltd | 62,891 | $3,111 萬 | 2.26% | −8,716−12.2% | 減碼 |
| Stock Yards Bank & Trust Co | 62,834 | $3,108 萬 | 1.03% | +4,203+7.2% | 加碼 |
| Ironvine Capital Partners, LLC | 62,785 | $3,106 萬 | 3.41% | +5,995+10.6% | 加碼 |
| Sabal Trust CO | 62,612 | $3,097 萬 | 1.80% | +195+0.3% | 加碼 |
| Pacer Advisors, Inc. | 62,335 | $3,084 萬 | 0.07% | +1,676+2.8% | 加碼 |
| Maple Capital Management, Inc. | 62,018 | $3,068 萬 | 2.79% | +2,932+5.0% | 加碼 |
| Act Two Investors LLC | 61,278 | $3,031 萬 | 6.09% | +4,510+7.9% | 加碼 |
| SpiderRock Advisors, LLC | 62,227 | $3,031 萬 | 0.98% | +62,227 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 60,976 | $3,006 萬 | 0.34% | −32,398−34.7% | 減碼 |
| Private Advisor Group, LLC | 60,501 | $2,993 萬 | 0.22% | −13,503−18.2% | 減碼 |
| Associated Banc-Corp | 60,438 | $2,990 萬 | 0.95% | −308−0.5% | 減碼 |
| Oppenheimer & Co Inc | 60,285 | $2,982 萬 | 0.49% | −159−0.3% | 減碼 |
| Campbell Newman Asset Management Inc | 60,245 | $2,980 萬 | 2.42% | −242−0.4% | 減碼 |
| Eastern Bank | 59,885 | $2,963 萬 | 1.23% | −2,789−4.5% | 減碼 |
| Renaissance Group LLC | 59,875 | $2,962 萬 | 1.12% | +1,310+2.2% | 加碼 |
| Ieq Capital, LLC | 59,809 | $2,959 萬 | 0.43% | −472−0.8% | 減碼 |
| Hartford Investment Management Co | 59,765 | $2,957 萬 | 1.04% | −2,514−4.0% | 減碼 |
| Community Trust & Investment Co | 59,542 | $2,946 萬 | 2.07% | +735+1.2% | 加碼 |
| Banco Santander, S.A. | 58,399 | $2,889 萬 | 0.35% | +6,073+11.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 58,137 | $2,876 萬 | 0.32% | −18,782−24.4% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 58,069 | $2,873 萬 | 1.29% | +58,069 | 新進 |
| Chesley Taft & Associates LLC | 57,799 | $2,859 萬 | 1.46% | −665−1.1% | 減碼 |
| Generate Investment Management Ltd | 57,583 | $2,849 萬 | 2.24% | +1,858+3.3% | 加碼 |
| Systematic Alpha Investments, LLC | 57,323 | $2,836 萬 | 1.14% | 00.0% | 不變 |
| Bamco Inc | 57,317 | $2,835 萬 | 0.08% | +7,081+14.1% | 加碼 |
| Formuepleje A/S | 56,892 | $2,814 萬 | 1.59% | +33,766+146.0% | 加碼 |
| National Asset Management, Inc. | 55,695 | $2,808 萬 | 0.76% | +7,198+14.8% | 加碼 |
| Night Owl Capital Management, LLC | 56,616 | $2,801 萬 | 4.25% | +8,887+18.6% | 加碼 |
| Wesbanco Bank Inc | 56,400 | $2,790 萬 | 1.05% | +22,116+64.5% | 加碼 |
| Guardian Capital LP | 56,015 | $2,771 萬 | 0.97% | +477+0.9% | 加碼 |
| Deprince Race & Zollo Inc | 55,879 | $2,764 萬 | 0.59% | +55,879 | 新進 |
| Penn Davis McFarland Inc | 55,664 | $2,754 萬 | 4.27% | +4,613+9.0% | 加碼 |
| Connectus Wealth, LLC | 55,574 | $2,749 萬 | 0.75% | −91,795−62.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 55,297 | $2,736 萬 | 0.51% | −1,542−2.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 51,735 | $2,724 萬 | 1.97% | −185−0.4% | 減碼 |
| RBF Capital, LLC | 55,000 | $2,721 萬 | 1.53% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 55,071 | $2,716 萬 | 1.32% | +55,071 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 54,799 | $2,711 萬 | 0.68% | +154+0.3% | 加碼 |
| Synovus Financial Corp | 54,772 | $2,710 萬 | 0.35% | −232−0.4% | 減碼 |
| Securian Asset Management, Inc | 54,478 | $2,695 萬 | 0.79% | −4,088−7.0% | 減碼 |
| Vestcor Inc | 53,886 | $2,666 萬 | 0.91% | −2,605−4.6% | 減碼 |
| Louisiana State Employees Retirement System | 53,800 | $2,661 萬 | 0.52% | −2,100−3.8% | 減碼 |
| Bell Asset Management Ltd | 53,038 | $2,624 萬 | 3.85% | +1,616+3.1% | 加碼 |
| Old National Bancorp | 52,879 | $2,616 萬 | 0.62% | −312−0.6% | 減碼 |
| Jefferies Financial Group Inc. | 52,760 | $2,610 萬 | 0.53% | +613+1.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 52,753 | $2,610 萬 | 0.09% | −58,275−52.5% | 減碼 |
| D'Orazio & Associates, Inc. | 52,390 | $2,592 萬 | 4.18% | −280−0.5% | 減碼 |
| Metis Global Partners, LLC | 51,998 | $2,572 萬 | 0.93% | +177+0.3% | 加碼 |
| Trajan Wealth LLC | 51,979 | $2,571 萬 | 1.74% | +51,979 | 新進 |
| Aristotle Atlantic Partners, LLC | 51,332 | $2,539 萬 | 0.83% | −689−1.3% | 減碼 |
| Blue Chip Partners, Inc. | 51,210 | $2,533 萬 | 2.46% | −359−0.7% | 減碼 |
| Stack Financial Management, Inc | 51,143 | $2,530 萬 | 2.32% | +133+0.3% | 加碼 |
| HRT Financial LP | 51,043 | $2,525 萬 | 0.16% | +20,987+69.8% | 加碼 |
| First Foundation Advisors | 50,382 | $2,492 萬 | 1.00% | −1,079−2.1% | 減碼 |
| La Banque Postale Asset Management SA | 50,330 | $2,490 萬 | 0.99% | −14,629−22.5% | 減碼 |
| Cohen Capital Management, Inc. | 50,115 | $2,479 萬 | 4.37% | +201+0.4% | 加碼 |
| Fidelity National Financial, Inc. | 50,000 | $2,474 萬 | 0.49% | +50,000 | 新進 |
| Hemenway Trust Co LLC | 49,857 | $2,466 萬 | 2.14% | +2,136+4.5% | 加碼 |
| Bridgeway Capital Management, LLC | 49,797 | $2,463 萬 | 0.50% | +2,732+5.8% | 加碼 |
| QV Investors Inc. | 49,714 | $2,459 萬 | 2.13% | +710+1.4% | 加碼 |
| Snowden Capital Advisors LLC | 49,030 | $2,426 萬 | 0.76% | +6,770+16.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 48,948 | $2,421 萬 | 1.70% | +12,349+33.7% | 加碼 |
| Allianz SE | 48,939 | $2,421 萬 | 0.76% | +48,939 | 新進 |
| Mill Capital Management, LLC | 48,919 | $2,420 萬 | 2.02% | +5,891+13.7% | 加碼 |
| Dana Investment Advisors, Inc. | 48,641 | $2,406 萬 | 0.80% | +363+0.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 48,626 | $2,406 萬 | 0.55% | +817+1.7% | 加碼 |
| Massmutual Trust Co FSB | 48,249 | $2,387 萬 | 0.74% | −2,446−4.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 47,940 | $2,372 萬 | 0.88% | +3,542+8.0% | 加碼 |
| Cornerstone Advisors, LLC | 47,903 | $2,370 萬 | 0.98% | −300−0.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 47,850 | $2,367 萬 | 0.57% | −94,378−66.4% | 減碼 |
| New Mexico Educational Retirement Board | 46,620 | $2,306 萬 | 0.83% | −1,800−3.7% | 減碼 |
| Narwhal Capital Management | 46,125 | $2,282 萬 | 2.23% | +7,504+19.4% | 加碼 |
| Novare Capital Management LLC | 45,850 | $2,268 萬 | 2.05% | +2,924+6.8% | 加碼 |
| Burney Co | 45,744 | $2,263 萬 | 0.86% | −458−1.0% | 減碼 |
| Aptus Capital Advisors, LLC | 45,385 | $2,245 萬 | 0.48% | +2,601+6.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 45,226 | $2,237 萬 | 0.40% | −4,683−9.4% | 減碼 |
| HB Wealth Management, LLC | 44,962 | $2,224 萬 | 0.28% | +4,615+11.4% | 加碼 |
| Diversified Trust Co | 44,775 | $2,215 萬 | 0.67% | +1,021+2.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 44,255 | $2,189 萬 | 0.63% | +1,158+2.7% | 加碼 |
| Callahan Advisors, LLC | 44,152 | $2,184 萬 | 2.29% | +151+0.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 43,865 | $2,170 萬 | 0.25% | −2,288−5.0% | 減碼 |
| Calamos Wealth Management LLC | 43,430 | $2,148 萬 | 1.21% | +3,422+8.6% | 加碼 |
| Trust Co of Virginia | 43,280 | $2,141 萬 | 2.05% | −738−1.7% | 減碼 |
| Norinchukin Bank, The | 43,145 | $2,134 萬 | 0.64% | −3,492−7.5% | 減碼 |
| First National Trust Co | 43,143 | $2,134 萬 | 0.87% | −1,051−2.4% | 減碼 |
| Copeland Capital Management, LLC | 43,009 | $2,128 萬 | 0.39% | +3,187+8.0% | 加碼 |
| NewEdge Wealth, LLC | 42,658 | $2,103 萬 | 0.47% | −196−0.5% | 減碼 |
| Garrison Bradford & Associates Inc | 42,504 | $2,103 萬 | 21.69% | −295−0.7% | 減碼 |
| D.A. Davidson & Co. | 42,063 | $2,081 萬 | 0.19% | −1,671−3.8% | 減碼 |
| Pittenger & Anderson Inc | 42,033 | $2,079 萬 | 0.84% | +142+0.3% | 加碼 |
| Liontrust Investment Partners LLP | 42,000 | $2,078 萬 | 0.29% | +2,000+5.0% | 加碼 |
| First American Bank | 41,959 | $2,076 萬 | 1.57% | +979+2.4% | 加碼 |
| Advisors Asset Management, Inc. | 41,746 | $2,065 萬 | 0.40% | +4,538+12.2% | 加碼 |
| FORA Capital, LLC | 41,455 | $2,051 萬 | 1.69% | +25,177+154.7% | 加碼 |
| Braun Stacey Associates Inc | 41,452 | $2,051 萬 | 0.81% | −797−1.9% | 減碼 |