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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 24,701 | $1,222 萬 | 0.12% | +10.0% | 加碼 |
| Coldstream Capital Management Inc | 24,624 | $1,218 萬 | 0.31% | +1,508+6.5% | 加碼 |
| TruWealth Advisors, LLC | 24,620 | $1,218 萬 | 0.85% | −10,145−29.2% | 減碼 |
| Wafra Inc. | 24,535 | $1,214 萬 | 0.64% | −12,699−34.1% | 減碼 |
| Walleye Capital LLC | 24,511 | $1,213 萬 | 0.13% | −4,628−15.9% | 減碼 |
| Glenview Trust Co | 24,423 | $1,208 萬 | 0.26% | −657−2.6% | 減碼 |
| Group One Trading, L.P. | 24,396 | $1,207 萬 | 0.43% | −29,201−54.5% | 減碼 |
| Live Oak Private Wealth LLC | 24,391 | $1,207 萬 | 2.09% | +1,301+5.6% | 加碼 |
| Litman Gregory Asset Management LLC | 24,364 | $1,205 萬 | 1.09% | +1,418+6.2% | 加碼 |
| Abner Herrman & Brock LLC | 24,271 | $1,201 萬 | 1.50% | −21−0.1% | 減碼 |
| Alaska Permanent Fund Corp | 24,190 | $1,197 萬 | 0.18% | +16,132+200.2% | 加碼 |
| McKinley Capital Management LLC /Delaware | 24,102 | $1,192 萬 | 1.43% | −27,101−52.9% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,020 | $1,188 萬 | 1.21% | +241+1.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 23,844 | $1,180 萬 | 0.98% | −1,051−4.2% | 減碼 |
| Jupiter Asset Management Ltd | 23,844 | $1,180 萬 | 0.11% | −5,001−17.3% | 減碼 |
| Ninety One SA (PTY) Ltd | 23,686 | $1,169 萬 | 1.68% | +487+2.1% | 加碼 |
| Jones Financial Companies LLLP | 23,479 | $1,162 萬 | 0.02% | +2,990+14.6% | 加碼 |
| Somerville Kurt F | 23,476 | $1,161 萬 | 1.99% | +1,733+8.0% | 加碼 |
| Hyperion Capital Advisors LP | 23,466 | $1,161 萬 | 5.48% | 00.0% | 不變 |
| Churchill Management Corp | 23,232 | $1,149 萬 | 0.14% | +23,232 | 新進 |
| Greenleaf Trust | 23,204 | $1,148 萬 | 0.11% | −2,319−9.1% | 減碼 |
| NEOS Investment Management LLC | 23,181 | $1,147 萬 | 0.71% | +5,886+34.0% | 加碼 |
| Sectoral Asset Management Inc | 23,175 | $1,146 萬 | 4.51% | +4,250+22.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 23,175 | $1,146 萬 | 0.48% | +1,033+4.7% | 加碼 |
| HealthInvest Partners AB | 23,041 | $1,140 萬 | 6.94% | +4,633+25.2% | 加碼 |
| Robeco Schweiz AG | 22,971 | $1,136 萬 | 0.20% | 00.0% | 不變 |
| RiverFront Investment Group, LLC | 22,794 | $1,128 萬 | 0.32% | +1,804+8.6% | 加碼 |
| Smithbridge Asset Management Inc | 22,660 | $1,121 萬 | 2.31% | −635−2.7% | 減碼 |
| West Coast Financial LLC | 22,499 | $1,113 萬 | 1.35% | −64−0.3% | 減碼 |
| Richard Bernstein Advisors LLC | 22,493 | $1,113 萬 | 0.24% | 00.0% | 不變 |
| Twin Capital Management Inc | 22,406 | $1,108 萬 | 1.37% | −1,130−4.8% | 減碼 |
| Sonora Investment Management Group, LLC | 22,377 | $1,107 萬 | 0.87% | +971+4.5% | 加碼 |
| Advisory Research Inc | 22,332 | $1,105 萬 | 2.20% | +504+2.3% | 加碼 |
| Ascent Group, LLC | 22,285 | $1,102 萬 | 0.97% | −383−1.7% | 減碼 |
| James Investment Research Inc | 22,176 | $1,097 萬 | 1.30% | −3,813−14.7% | 減碼 |
| Leavell Investment Management, Inc. | 22,140 | $1,095 萬 | 0.63% | −492−2.2% | 減碼 |
| High Note Wealth, LLC | 22,071 | $1,092 萬 | 3.55% | +1,075+5.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 22,033 | $1,090 萬 | 0.84% | +483+2.2% | 加碼 |
| Integrated Wealth Concepts LLC | 21,998 | $1,089 萬 | 0.16% | +2,952+15.5% | 加碼 |
| Miramar Capital, LLC | 21,698 | $1,087 萬 | 2.74% | +20,707+2,089.5% | 加碼 |
| Montag & Caldwell, LLC | 21,878 | $1,082 萬 | 1.86% | −22,118−50.3% | 減碼 |
| Dividend Assets Capital, LLC | 21,797 | $1,078 萬 | 2.27% | −972−4.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 21,682 | $1,073 萬 | 0.18% | +519+2.5% | 加碼 |
| Princeton Global Asset Management LLC | 21,581 | $1,068 萬 | 2.54% | +30+0.1% | 加碼 |
| HighPoint Advisor Group LLC | 20,848 | $1,067 萬 | 0.75% | −527−2.5% | 減碼 |
| Berger Financial Group, Inc | 21,544 | $1,066 萬 | 0.88% | +750+3.6% | 加碼 |
| Shelton Capital Management | 21,487 | $1,063 萬 | 0.30% | +812+3.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 21,403 | $1,059 萬 | 0.17% | +1,487+7.5% | 加碼 |
| WoodTrust Financial Corp | 21,302 | $1,054 萬 | 1.67% | −426−2.0% | 減碼 |
| Woodmont Investment Counsel LLC | 20,928 | $1,035 萬 | 0.87% | +1,404+7.2% | 加碼 |
| CX Institutional | 20,848 | $1,031 萬 | 0.50% | +1,564+8.1% | 加碼 |
| St Germain D J Co Inc | 20,794 | $1,029 萬 | 0.50% | −47−0.2% | 減碼 |
| Schechter Investment Advisors, LLC | 20,781 | $1,028 萬 | 0.77% | +5,702+37.8% | 加碼 |
| Broderick Brian C | 20,775 | $1,028 萬 | 2.20% | +2,168+11.7% | 加碼 |
| TD Private Client Wealth LLC | 20,755 | $1,027 萬 | 0.34% | −3,377−14.0% | 減碼 |
| Capstone Investment Advisors, LLC | 20,717 | $1,025 萬 | 0.19% | +18,723+939.0% | 加碼 |
| Horizon Investments, LLC | 20,704 | $1,024 萬 | 0.27% | −108−0.5% | 減碼 |
| NBT Bank N A | 20,685 | $1,023 萬 | 0.75% | −273−1.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 20,623 | $1,020 萬 | 0.96% | +19,109+1,262.2% | 加碼 |
| LGT Group Foundation | 20,550 | $1,017 萬 | 0.24% | −11,065−35.0% | 減碼 |
| WESPAC Advisors SoCal, LLC | 20,508 | $1,015 萬 | 2.65% | +87+0.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 20,498 | $1,014 萬 | 0.13% | −10,401−33.7% | 減碼 |
| Principal Securities, Inc. | 20,483 | $1,013 萬 | 0.32% | +432+2.2% | 加碼 |
| Earnest Partners LLC | 20,403 | $1,009 萬 | 0.05% | −23,659−53.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 20,378 | $1,008 萬 | 0.35% | −1,002−4.7% | 減碼 |
| Executive Wealth Management, LLC | 20,564 | $1,007 萬 | 0.88% | +868+4.4% | 加碼 |
| WS Portfolio Advisory, LLC | 20,354 | $1,007 萬 | 1.78% | −3,678−15.3% | 減碼 |
| Beach Investment Counsel Inc | 19,058 | $1,003 萬 | 1.24% | 00.0% | 不變 |
| Davis-Rea Ltd. | 20,278 | $1,003 萬 | 4.57% | +10,297+103.2% | 加碼 |
| Signaturefd, LLC | 20,275 | $1,003 萬 | 0.21% | −1,114−5.2% | 減碼 |
| Greenwich Wealth Management LLC | 20,270 | $1,003 萬 | 0.80% | +26+0.1% | 加碼 |
| Anchor Investment Management, LLC | 20,262 | $1,002 萬 | 1.05% | +627+3.2% | 加碼 |
| Toth Financial Advisory Corp | 20,024 | $990.6 萬 | 1.24% | +302+1.5% | 加碼 |
| Strong Tower Advisory Services | 20,225 | $990.4 萬 | 3.98% | −28−0.1% | 減碼 |
| AlTi Global, Inc. | 20,021 | $990.4 萬 | 0.28% | +7,378+58.4% | 加碼 |
| Bornite Capital Management LP | 20,000 | $989.4 萬 | 1.66% | −10,000−33.3% | 減碼 |
| Governors Lane LP | 20,000 | $989.4 萬 | 1.59% | +2,349+13.3% | 加碼 |
| KCM Investment Advisors LLC | 19,906 | $984.7 萬 | 0.36% | +342+1.7% | 加碼 |
| Pallas Capital Advisors LLC | 19,889 | $983.9 萬 | 0.41% | +670+3.5% | 加碼 |
| Point72 Hong Kong Ltd | 19,848 | $981.9 萬 | 0.50% | +19,848 | 新進 |
| North Star Asset Management Inc | 19,815 | $980.3 萬 | 0.46% | +3,469+21.2% | 加碼 |
| Wedge Capital Management L L P | 19,781 | $978.6 萬 | 0.16% | +5,290+36.5% | 加碼 |
| TCTC Holdings, LLC | 19,768 | $977.9 萬 | 0.32% | +53+0.3% | 加碼 |
| Evoke Wealth, LLC | 19,760 | $977.5 萬 | 0.29% | +19,760 | 新進 |
| Advanced Asset Management Advisors Inc | 19,700 | $974.6 萬 | 2.41% | −40−0.2% | 減碼 |
| Plato Investment Management Ltd | 19,676 | $973.4 萬 | 1.01% | +17,373+754.4% | 加碼 |
| Mutual Advisors, LLC | 19,676 | $973.4 萬 | 0.31% | +328+1.7% | 加碼 |
| Castleark Management LLC | 19,634 | $971.3 萬 | 0.40% | +2,060+11.7% | 加碼 |
| Kesler, Norman & Wride, LLC | 19,623 | $970.9 萬 | 2.06% | +2,755+16.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,957 | $969.9 萬 | 1.86% | +151+0.7% | 加碼 |
| Ballentine Partners, LLC | 19,503 | $964.8 萬 | 0.18% | −229−1.2% | 減碼 |
| Ascent Wealth Partners, LLC | 19,443 | $961.8 萬 | 1.43% | +187+1.0% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 18,838 | $961.7 萬 | 1.13% | +9,469+101.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 19,427 | $961.1 萬 | 2.49% | +1,182+6.5% | 加碼 |
| Ibex Wealth Advisors | 18,103 | $959.8 萬 | 2.60% | +18,093+180,930.0% | 加碼 |
| PFM Health Sciences, LP | 19,361 | $957.8 萬 | 0.48% | 00.0% | 不變 |
| Stokes Capital Advisors, LLC | 19,206 | $950.1 萬 | 2.76% | +857+4.7% | 加碼 |
| Caldwell Trust Co | 19,159 | $947.8 萬 | 1.10% | −645−3.3% | 減碼 |
| Capital Investment Advisors, LLC | 19,027 | $941.3 萬 | 0.22% | +2,129+12.6% | 加碼 |
| Motco | 19,001 | $940.0 萬 | 0.56% | +768+4.2% | 加碼 |