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 2 季 13F 持有人
UnitedHealth Group Inc 在 2024/6/30 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
- 3,407
- 較 2024 年第 1 季 +69 家
- 持有股數
- 8.09 億
- 較 2024 年第 1 季 +793.8 萬 (+1.0%)
- 總市值
- $4,119 億
- 較 2024 年第 1 季 +$158.2 億 (+4.0%)
- 新進機構
- 220
- 另有 1,519 家加碼
- 清倉機構
- 151
- 另有 1,333 家減碼
另有 47 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 1,116 | $56.8 萬 | 0.37% | +8+0.7% | 加碼 |
| Angeles Investment Advisors, LLC | 1,117 | $56.9 萬 | 0.03% | −445−28.5% | 減碼 |
| KFG Wealth Management, LLC | 1,118 | $56.9 萬 | 0.23% | +54+5.1% | 加碼 |
| Sage Rhino Capital LLC | 1,119 | $57.0 萬 | 0.14% | −25−2.2% | 減碼 |
| Tillman Hartley LLC | 1,120 | $57.1 萬 | 0.20% | 00.0% | 不變 |
| Visionary Wealth Advisors | 1,121 | $57.1 萬 | 0.04% | −21−1.8% | 減碼 |
| TFB Advisors LLC | 1,122 | $57.1 萬 | 0.19% | +140+14.3% | 加碼 |
| First Heartland Consultants, Inc. | 1,124 | $57.2 萬 | 0.06% | +104+10.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 1,128 | $57.4 萬 | 0.04% | +242+27.3% | 加碼 |
| New Covenant Trust Company, N.A. | 1,021 | $57.7 萬 | 0.66% | −63−5.8% | 減碼 |
| Aberdeen Wealth Management LLC | 1,135 | $57.8 萬 | 0.39% | +680+149.5% | 加碼 |
| Quadrant Private Wealth Management, LLC | 1,135 | $57.8 萬 | 0.13% | +29+2.6% | 加碼 |
| Roman Butler Fullerton & Co | 1,156 | $57.9 萬 | 0.19% | +180+18.4% | 加碼 |
| Gables Capital Management Inc. | 1,139 | $58.0 萬 | 0.30% | +30+2.7% | 加碼 |
| Prudent Investors Network | 1,142 | $58.2 萬 | 0.21% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,143 | $58.2 萬 | 0.13% | +8+0.7% | 加碼 |
| Arcataur Capital Management LLC | 1,144 | $58.3 萬 | 0.21% | +39+3.5% | 加碼 |
| Watershed Private Wealth LLC | 1,147 | $58.4 萬 | 0.25% | +3+0.3% | 加碼 |
| Cedrus LLC | 1,148 | $58.5 萬 | 0.29% | −11−0.9% | 減碼 |
| Bright Futures Wealth Management, LLC. | 991 | $58.5 萬 | 0.32% | −29−2.8% | 減碼 |
| FFT Wealth Management LLC | 1,152 | $58.6 萬 | 0.05% | −370−24.3% | 減碼 |
| Tectonic Advisors LLC | 1,155 | $58.8 萬 | 0.04% | +5+0.4% | 加碼 |
| Hoxton Planning & Management, LLC | 1,156 | $58.9 萬 | 0.27% | −78−6.3% | 減碼 |
| First Bank & Trust | 1,157 | $58.9 萬 | 0.12% | −51−4.2% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,157 | $58.9 萬 | 0.27% | +4+0.3% | 加碼 |
| Mosley Wealth Management | 1,161 | $59.1 萬 | 0.50% | +263+29.3% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,165 | $59.3 萬 | 0.39% | −25−2.1% | 減碼 |
| Ignite Planners, LLC | 1,217 | $59.4 萬 | 0.14% | −369−23.3% | 減碼 |
| Iron Horse Wealth Management, LLC | 1,167 | $59.4 萬 | 0.23% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 1,168 | $59.5 萬 | 0.07% | −430−26.9% | 減碼 |
| Castleview Partners, LLC | 1,168 | $59.5 萬 | 0.34% | +58+5.2% | 加碼 |
| Raleigh Capital Management Inc. | 1,169 | $59.6 萬 | 0.25% | −138−10.6% | 減碼 |
| Kowal Investment Group, LLC | 1,169 | $59.6 萬 | 0.12% | +7+0.6% | 加碼 |
| Charles Schwab Trust Co | 1,170 | $59.6 萬 | 0.06% | −57−4.6% | 減碼 |
| Collective Family Office LLC | 1,170 | $59.6 萬 | 0.18% | −407−25.8% | 減碼 |
| J.Safra Asset Management Corp | 1,170 | $59.6 萬 | 0.06% | +514+78.4% | 加碼 |
| Penobscot Wealth Management | 1,223 | $59.7 萬 | 0.36% | +10+0.8% | 加碼 |
| Baker Boyer National Bank | 1,173 | $59.7 萬 | 0.21% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 1,175 | $59.8 萬 | 0.12% | 00.0% | 不變 |
| Bullock Wealth Management Group | 1,210 | $59.8 萬 | 0.39% | +2+0.2% | 加碼 |
| Titleist Asset Management, LLC | 1,175 | $59.9 萬 | 0.09% | +272+30.1% | 加碼 |
| Strengthening Families & Communities, LLC | 1,176 | $59.9 萬 | 0.17% | +1,176 | 新進 |
| Northwest Bank & Trust Co | 1,180 | $60.1 萬 | 0.50% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 1,184 | $60.3 萬 | 0.05% | −242−17.0% | 減碼 |
| Lifeworks Advisors, LLC | 1,191 | $60.7 萬 | 0.17% | +24+2.1% | 加碼 |
| Chicago Capital, LLC | 1,193 | $60.8 萬 | 0.02% | −729−37.9% | 減碼 |
| Intrepid Financial Planning Group LLC | 1,193 | $60.8 萬 | 0.26% | −60−4.8% | 減碼 |
| Vista Wealth Management Group, LLC | 1,194 | $60.8 萬 | 0.04% | +146+13.9% | 加碼 |
| Wellspring Financial Advisors, LLC | 1,195 | $60.8 萬 | 0.08% | +126+11.8% | 加碼 |
| Smith Anglin Financial, LLC | 1,196 | $60.9 萬 | 0.06% | −85−6.6% | 減碼 |
| Dillon & Associates Inc | 1,197 | $60.9 萬 | 0.09% | 00.0% | 不變 |
| Core Wealth Partners LLC | 1,198 | $61.0 萬 | 0.42% | +154+14.8% | 加碼 |
| Hallmark Capital Management Inc | 1,198 | $61.0 萬 | 0.05% | +49+4.3% | 加碼 |
| May Barnhard Investments LLC | 1,199 | $61.1 萬 | 0.32% | +2+0.2% | 加碼 |
| nVerses Capital, LLC | 1,200 | $61.1 萬 | 0.37% | +1,200 | 新進 |
| New Century Financial Group, LLC | 1,205 | $61.4 萬 | 0.26% | +150+14.2% | 加碼 |
| Curbstone Financial Management Corp | 1,206 | $61.4 萬 | 0.13% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 1,207 | $61.5 萬 | 0.09% | +150+14.2% | 加碼 |
| Hoylecohen, LLC | 1,210 | $61.6 萬 | 0.05% | −73−5.7% | 減碼 |
| NavPoint Financial, Inc. | 1,210 | $61.6 萬 | 0.53% | +5+0.4% | 加碼 |
| Gateway Wealth Partners, LLC | 1,211 | $61.7 萬 | 0.19% | +313+34.9% | 加碼 |
| United Advisor Group, LLC | 1,212 | $61.7 萬 | 0.19% | +1,212 | 新進 |
| Vermillion & White Wealth Management Group, LLC | 1,213 | $61.8 萬 | 0.47% | +2+0.2% | 加碼 |
| MEMBERS Trust Co | 1,220 | $62.1 萬 | 0.02% | −19−1.5% | 減碼 |
| Capital Management Associates | 1,223 | $62.3 萬 | 0.74% | −577−32.1% | 減碼 |
| Ellsworth Advisors, LLC | 1,228 | $62.5 萬 | 0.17% | +119+10.7% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,229 | $62.6 萬 | 0.13% | +351+40.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,245 | $62.6 萬 | 0.01% | +359+40.5% | 加碼 |
| Boston Mountain Money Management Inc | 1,231 | $62.7 萬 | 0.41% | −21−1.7% | 減碼 |
| Atlas Brown,Inc. | 1,231 | $62.7 萬 | 0.22% | −451−26.8% | 減碼 |
| Austin Private Wealth, LLC | 1,231 | $62.7 萬 | 0.07% | −15−1.2% | 減碼 |
| Twin City Private Wealth, LLC | 1,234 | $62.8 萬 | 0.59% | +60+5.1% | 加碼 |
| Insight Advisors, LLC | 1,235 | $62.9 萬 | 0.11% | −15−1.2% | 減碼 |
| BCJ Capital Management, LLC | 1,236 | $62.9 萬 | 0.05% | −267−17.8% | 減碼 |
| Heritage Financial Services, LLC | 1,238 | $63.0 萬 | 0.09% | −94−7.1% | 減碼 |
| Planning Capital Management Corp | 1,239 | $63.1 萬 | 0.45% | +785+172.9% | 加碼 |
| La Financiere de L'Echiquier | 1,240 | $63.1 萬 | 0.03% | −316−20.3% | 減碼 |
| Black Diamond Financial, LLC | 1,240 | $63.2 萬 | 0.12% | +216+21.1% | 加碼 |
| Advus Financial Partners, LLC | 1,246 | $63.4 萬 | 0.19% | −36−2.8% | 減碼 |
| Buska Wealth Management, LLC | 1,246 | $63.4 萬 | 0.25% | +193+18.3% | 加碼 |
| Midwest Financial Group LLC | 1,247 | $63.5 萬 | 0.40% | +4+0.3% | 加碼 |
| High Net Worth Advisory Group LLC | 1,248 | $63.6 萬 | 0.19% | −30−2.3% | 減碼 |
| Wealth Group, Ltd. | 1,248 | $63.6 萬 | 0.46% | +16+1.3% | 加碼 |
| Courier Capital LLC | 1,249 | $63.6 萬 | 0.05% | −2,938−70.2% | 減碼 |
| Avory & Company, LLC | 1,249 | $63.6 萬 | 0.45% | 00.0% | 不變 |
| Summa Corp. | 1,250 | $63.7 萬 | 0.31% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 1,250 | $63.7 萬 | 0.06% | +299+31.4% | 加碼 |
| Root Financial Partners, LLC | 1,252 | $63.8 萬 | 0.15% | +112+9.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,253 | $63.9 萬 | 0.03% | +119+10.5% | 加碼 |
| HF Advisory Group, LLC | 1,258 | $64.0 萬 | 0.33% | −282−18.3% | 減碼 |
| Bordeaux Wealth Advisors LLC | 1,258 | $64.1 萬 | 0.12% | +11+0.9% | 加碼 |
| One + One Wealth Management, LLC | 1,260 | $64.2 萬 | 0.37% | +624+98.1% | 加碼 |
| Source Financial Advisors LLC | 1,260 | $64.2 萬 | 0.20% | +10+0.8% | 加碼 |
| Prairiewood Capital, LLC | 1,266 | $64.5 萬 | 0.31% | +5+0.4% | 加碼 |
| Wealth Forward, LLC | 1,267 | $64.5 萬 | 0.50% | 00.0% | 不變 |
| KilterHowling LLC | 1,268 | $64.6 萬 | 0.44% | +34+2.8% | 加碼 |
| DDFG, Inc | 1,268 | $64.6 萬 | 0.20% | 00.0% | 不變 |
| Syverson Strege & Co | 1,271 | $64.7 萬 | 0.22% | +565+80.0% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,273 | $64.8 萬 | 0.46% | −141−10.0% | 減碼 |
| Marquette Asset Management, LLC | 1,278 | $65.1 萬 | 0.11% | −39−3.0% | 減碼 |