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 |
|---|---|---|---|---|---|
| united american securities inc. (d/b/a uas asset management) | 31,537 | $1,560 萬 | 4.17% | +823+2.7% | 加碼 |
| Simplicity Wealth,LLC | 31,520 | $1,559 萬 | 0.37% | +29,615+1,554.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 31,484 | $1,558 萬 | 0.67% | −646−2.0% | 減碼 |
| Petredis Investment Advisors LLC | 31,483 | $1,557 萬 | 1.87% | +743+2.4% | 加碼 |
| German American Bancorp, Inc. | 31,462 | $1,556 萬 | 1.87% | +734+2.4% | 加碼 |
| Hamilton Capital Partners Inc. | 31,255 | $1,546 萬 | 1.87% | +18,264+140.6% | 加碼 |
| Edgar Lomax Co | 31,220 | $1,544 萬 | 0.95% | −1,348−4.1% | 減碼 |
| Motley Fool Asset Management LLC | 31,220 | $1,544 萬 | 1.00% | +3,533+12.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 30,748 | $1,521 萬 | 0.47% | −11,452−27.1% | 減碼 |
| Siemens Fonds Invest GmbH | 30,729 | $1,520 萬 | 1.17% | +657+2.2% | 加碼 |
| CCM Investment Advisers LLC | 30,668 | $1,517 萬 | 1.81% | −1,072−3.4% | 減碼 |
| Congress Wealth Management LLC | 30,635 | $1,516 萬 | 0.26% | −25,865−45.8% | 減碼 |
| Arnhold LLC | 30,596 | $1,514 萬 | 1.60% | −430−1.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 30,523 | $1,510 萬 | 1.04% | −2,428−7.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 30,419 | $1,505 萬 | 1.02% | +3,018+11.0% | 加碼 |
| Payden & Rygel | 30,380 | $1,503 萬 | 1.03% | +5,600+22.6% | 加碼 |
| Payden & Rygel Investment Group | 30,380 | $1,503 萬 | 1.03% | +30,380 | 新進 |
| King Wealth | 30,268 | $1,497 萬 | 2.63% | +2,582+9.3% | 加碼 |
| Cardinal Capital Management, Inc. | 30,267 | $1,497 萬 | 0.66% | +1,222+4.2% | 加碼 |
| Massachusetts Financial Services Co | 30,039 | $1,486 萬 | 0.00% | −260,667−89.7% | 減碼 |
| Incline Global Management LLC | 30,026 | $1,485 萬 | 4.72% | +30,026 | 新進 |
| BlackBarn Capital Partners LP | 30,000 | $1,484 萬 | 8.58% | +3,700+14.1% | 加碼 |
| Segment Wealth Management, LLC | 29,827 | $1,476 萬 | 1.12% | +642+2.2% | 加碼 |
| Allworth Financial LP | 29,719 | $1,470 萬 | 0.10% | +1,309+4.6% | 加碼 |
| Anchor Capital Advisors LLC | 29,657 | $1,467 萬 | 0.38% | −2,944−9.0% | 減碼 |
| Middleton & Co Inc | 29,449 | $1,457 萬 | 1.68% | +384+1.3% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 29,407 | $1,455 萬 | 8.07% | −271−0.9% | 減碼 |
| Concord Investment Counsel Inc. | 29,399 | $1,454 萬 | 5.25% | +29,399 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 29,349 | $1,452 萬 | 0.38% | +72+0.2% | 加碼 |
| YHB Investment Advisors, Inc. | 29,299 | $1,449 萬 | 1.29% | −1,972−6.3% | 減碼 |
| Barlow Wealth Partners, Inc. | 32,946 | $1,447 萬 | 1.97% | +1,330+4.2% | 加碼 |
| Moran Wealth Management, LLC | 29,069 | $1,438 萬 | 0.47% | +2,338+8.7% | 加碼 |
| Baader Bank INC | 29,065 | $1,438 萬 | 1.17% | −3,977−12.0% | 減碼 |
| Carlson Capital Management | 29,029 | $1,436 萬 | 0.68% | −3,400−10.5% | 減碼 |
| Axxcess Wealth Management, LLC | 28,974 | $1,433 萬 | 0.41% | −359−1.2% | 減碼 |
| Dakota Wealth Management | 28,807 | $1,425 萬 | 0.36% | +6,221+27.5% | 加碼 |
| Marks Group Wealth Management, Inc | 28,715 | $1,421 萬 | 1.48% | +1,312+4.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,582 | $1,413 萬 | 1.19% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 28,553 | $1,413 萬 | 0.40% | +671+2.4% | 加碼 |
| Core Alternative Capital | 28,291 | $1,400 萬 | 2.51% | −1,703−5.7% | 減碼 |
| Boston Private Wealth LLC | 28,010 | $1,386 萬 | 0.31% | −3,337−10.6% | 減碼 |
| S&CO Inc | 27,969 | $1,384 萬 | 0.97% | +19,054+213.7% | 加碼 |
| Nicola Wealth Management Ltd. | 27,900 | $1,380 萬 | 1.34% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 27,700 | $1,370 萬 | 0.51% | 00.0% | 不變 |
| Roundview Capital LLC | 27,410 | $1,356 萬 | 1.11% | +1,161+4.4% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 27,292 | $1,350 萬 | 0.84% | −524−1.9% | 減碼 |
| Howe & Rusling Inc | 27,231 | $1,347 萬 | 1.29% | +4,212+18.3% | 加碼 |
| Scholtz & Company, LLC | 27,160 | $1,344 萬 | 5.93% | +2,855+11.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 27,116 | $1,341 萬 | 1.42% | +537+2.0% | 加碼 |
| Pioneer Trust Bank N A | 27,049 | $1,338 萬 | 3.72% | +1,910+7.6% | 加碼 |
| Nomura Holdings Inc | 27,031 | $1,337 萬 | 0.11% | −1,675−5.8% | 減碼 |
| Bleakley Financial Group, LLC | 26,933 | $1,332 萬 | 0.39% | −17,758−39.7% | 減碼 |
| Toroso Investments, LLC | 26,920 | $1,331 萬 | 0.23% | +2,018+8.1% | 加碼 |
| Schmidt P J Investment Management Inc | 26,898 | $1,331 萬 | 2.51% | +708+2.7% | 加碼 |
| Longbow Finance SA | 26,895 | $1,330 萬 | 1.35% | +26,895 | 新進 |
| Torray LLC | 26,852 | $1,328 萬 | 1.99% | 00.0% | 不變 |
| L1 Capital International Pty Ltd | 27,084 | $1,326 萬 | 5.90% | +6,194+29.7% | 加碼 |
| Brookstone Capital Management | 26,761 | $1,324 萬 | 0.24% | +4,326+19.3% | 加碼 |
| Wedbush Securities Inc | 26,738 | $1,323 萬 | 0.49% | +1,353+5.3% | 加碼 |
| Choate Investment Advisors | 26,644 | $1,318 萬 | 0.35% | +3,592+15.6% | 加碼 |
| McRae Capital Management Inc | 26,557 | $1,314 萬 | 2.88% | +2,555+10.6% | 加碼 |
| Tradewinds, LLC. | 26,268 | $1,314 萬 | 11.64% | +26,268 | 新進 |
| Meeder Asset Management Inc | 26,531 | $1,312 萬 | 0.83% | −21,250−44.5% | 減碼 |
| Janney Capital Management LLC | 26,489 | $1,310 萬 | 0.87% | +4,416+20.0% | 加碼 |
| Amica Mutual Insurance Co | 26,409 | $1,307 萬 | 1.33% | 00.0% | 不變 |
| Advisory Services Network, LLC | 26,198 | $1,296 萬 | 0.29% | +3,429+15.1% | 加碼 |
| North Point Portfolio Managers Corp | 26,138 | $1,293 萬 | 2.19% | −10,306−28.3% | 減碼 |
| ARS Wealth Advisors Group, LLC | 26,118 | $1,292 萬 | 1.74% | +3,835+17.2% | 加碼 |
| Miracle Mile Advisors, LLC | 26,100 | $1,291 萬 | 0.32% | +1,095+4.4% | 加碼 |
| Tower Bridge Advisors | 26,073 | $1,290 萬 | 1.31% | −5,250−16.8% | 減碼 |
| Stonebridge Capital Advisors LLC | 26,059 | $1,289 萬 | 1.16% | +2,112+8.8% | 加碼 |
| BNP Paribas | 25,944 | $1,284 萬 | 0.60% | +25,944 | 新進 |
| Equitable Holdings, Inc. | 25,950 | $1,284 萬 | 0.14% | +1,383+5.6% | 加碼 |
| Heritage Trust Co | 25,930 | $1,283 萬 | 1.72% | +502+2.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 25,877 | $1,280 萬 | 0.85% | +1,495+6.1% | 加碼 |
| Highlander Capital Management, LLC | 25,840 | $1,280 萬 | 4.38% | 00.0% | 不變 |
| Girard Partners Ltd. | 25,794 | $1,276 萬 | 1.20% | −2,195−7.8% | 減碼 |
| Quantbot Technologies LP | 25,793 | $1,276 萬 | 0.72% | +25,793 | 新進 |
| Grimes & Company, Inc. | 25,756 | $1,274 萬 | 0.39% | +845+3.4% | 加碼 |
| Wetherby Asset Management Inc | 25,634 | $1,268 萬 | 0.61% | −652−2.5% | 減碼 |
| Haverford Financial Services, Inc. | 25,565 | $1,265 萬 | 3.64% | −1,000−3.8% | 減碼 |
| Logan Capital Management Inc | 25,325 | $1,253 萬 | 0.54% | +3,300+15.0% | 加碼 |
| Buckingham Capital Management, Inc. | 25,283 | $1,251 萬 | 1.53% | +337+1.4% | 加碼 |
| Muhlenkamp & Co Inc | 25,205 | $1,247 萬 | 3.62% | +286+1.1% | 加碼 |
| Tocqueville Asset Management L.P. | 25,192 | $1,246 萬 | 0.20% | −58−0.2% | 減碼 |
| Sumitomo Life Insurance Co | 24,502 | $1,245 萬 | 0.32% | +5,204+27.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 25,170 | $1,245 萬 | 0.08% | +7,308+40.9% | 加碼 |
| Leuthold Group, LLC | 25,159 | $1,245 萬 | 1.40% | −109−0.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 25,098 | $1,242 萬 | 0.42% | +3,048+13.8% | 加碼 |
| Venturi Wealth Management, LLC | 25,059 | $1,240 萬 | 0.80% | −357−1.4% | 減碼 |
| Mission Wealth Management, LP | 25,049 | $1,239 萬 | 0.33% | +4,254+20.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 25,038 | $1,239 萬 | 0.13% | −1,044−4.0% | 減碼 |
| Artemis Investment Management LLP | 25,044 | $1,238 萬 | 0.16% | −9,370−27.2% | 減碼 |
| Bright Rock Capital Management, LLC | 25,000 | $1,237 萬 | 2.56% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 24,983 | $1,236 萬 | 1.48% | +6,135+32.5% | 加碼 |
| Covington Investment Advisors Inc. | 24,975 | $1,236 萬 | 2.01% | +2,997+13.6% | 加碼 |
| Addenda Capital Inc. | 24,903 | $1,232 萬 | 0.47% | −1,331−5.1% | 減碼 |
| Engineers Gate Manager LP | 24,891 | $1,231 萬 | 0.32% | +20,649+486.8% | 加碼 |
| Rakuten Investment Management, Inc. | 24,872 | $1,230 萬 | 0.09% | +22,584+987.1% | 加碼 |
| American National Bank | 24,833 | $1,228 萬 | 1.63% | +4,130+19.9% | 加碼 |