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 |
|---|---|---|---|---|---|
| BCK Partners, Inc. | 1,280 | $65.2 萬 | 0.34% | +11+0.9% | 加碼 |
| ASB Consultores, LLC | 1,285 | $65.4 萬 | 0.23% | −1,398−52.1% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 1,286 | $65.5 萬 | 0.33% | −80−5.9% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 1,245 | $65.5 萬 | 0.14% | +13+1.1% | 加碼 |
| Ballast Advisors LLC | 1,288 | $65.6 萬 | 0.21% | −151−10.5% | 減碼 |
| Balboa Wealth Partners | 1,290 | $65.7 萬 | 0.17% | +350+37.2% | 加碼 |
| Axq Capital, LP | 1,292 | $65.8 萬 | 0.15% | −3,208−71.3% | 減碼 |
| Goldstein Advisors, LLC | 1,293 | $65.8 萬 | 0.11% | +37+2.9% | 加碼 |
| Novak & Powell Financial Services, Inc. | 1,293 | $65.8 萬 | 0.41% | −5−0.4% | 減碼 |
| Berry Wealth Group, LP | 1,294 | $65.9 萬 | 0.53% | +104+8.7% | 加碼 |
| Aspen Grove Capital, LLC | 1,292 | $65.9 萬 | 0.16% | −90−6.5% | 減碼 |
| Altiora Financial Group, LLC | 1,295 | $65.9 萬 | 0.16% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 1,302 | $66.3 萬 | 0.07% | −2,399−64.8% | 減碼 |
| Spotlight Asset Group, Inc. | 1,312 | $66.8 萬 | 0.47% | +133+11.3% | 加碼 |
| VeraBank, N.A. | 1,312 | $66.8 萬 | 0.21% | −76−5.5% | 減碼 |
| NFP Retirement, Inc. | 1,314 | $67.1 萬 | 0.06% | +16+1.2% | 加碼 |
| Thomasville National Bank | 1,318 | $67.1 萬 | 0.05% | +42+3.3% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,318 | $67.1 萬 | 0.67% | +209+18.8% | 加碼 |
| Members Wealth LLC | 2,185 | $67.2 萬 | 0.45% | +2,185 | 新進 |
| W.H. Cornerstone Investments Inc. | 1,322 | $67.3 萬 | 0.48% | −456−25.6% | 減碼 |
| TBH Global Asset Management, LLC | 1,322 | $67.3 萬 | 0.15% | −279−17.4% | 減碼 |
| Winthrop Advisory Group LLC | 1,324 | $67.4 萬 | 0.09% | +75+6.0% | 加碼 |
| First Western Trust Bank | 1,329 | $67.7 萬 | 0.03% | +1+0.1% | 加碼 |
| Pathway Financial Advisors LLC | 1,331 | $67.8 萬 | 0.18% | +45+3.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,336 | $68.0 萬 | 0.01% | −31−2.3% | 減碼 |
| Financial Management Professionals, Inc. | 1,336 | $68.0 萬 | 0.09% | +16+1.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,342 | $68.3 萬 | 0.06% | −6,948−83.8% | 減碼 |
| Cyr Financial Inc. | 1,342 | $68.3 萬 | 0.68% | +1,342 | 新進 |
| Steigerwald, Gordon & Koch Inc. | 1,342 | $68.4 萬 | 0.08% | −58−4.1% | 減碼 |
| Verity & Verity, LLC | 1,345 | $68.5 萬 | 0.07% | +692+106.0% | 加碼 |
| Consolidated Portfolio Review Corp | 1,346 | $68.6 萬 | 0.16% | −1−0.1% | 減碼 |
| Birinyi Associates Inc | 1,350 | $68.8 萬 | 0.21% | −4,385−76.5% | 減碼 |
| Vigilare Wealth Management | 1,352 | $68.8 萬 | 0.30% | +136+11.2% | 加碼 |
| Congress Park Capital LLC | 1,353 | $68.9 萬 | 0.28% | +28+2.1% | 加碼 |
| Peoples Bank | 1,355 | $69.0 萬 | 0.36% | +195+16.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,360 | $69.3 萬 | 0.23% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 1,363 | $69.4 萬 | 0.11% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 1,364 | $69.5 萬 | 0.13% | +115+9.2% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $69.5 萬 | 0.15% | +136+11.1% | 加碼 |
| Cypress Wealth Services, LLC | 1,366 | $69.5 萬 | 0.15% | +83+6.5% | 加碼 |
| WealthBridge Capital Management, LLC | 1,366 | $69.6 萬 | 0.23% | −132−8.8% | 減碼 |
| Townsend Asset Management Corp | 1,370 | $69.8 萬 | 0.27% | −1,007−42.4% | 減碼 |
| Washington Capital Management Inc | 1,370 | $69.8 萬 | 0.59% | −40−2.8% | 減碼 |
| Whalen Wealth Management Inc. | 1,372 | $69.9 萬 | 0.55% | +1+0.1% | 加碼 |
| American State Bank (Iowa) | 1,375 | $70.0 萬 | 0.45% | +81+6.3% | 加碼 |
| Hemington Wealth Management | 1,379 | $70.2 萬 | 0.24% | −21−1.5% | 減碼 |
| Verdad Advisers, LP | 1,381 | $70.3 萬 | 0.81% | +339+32.5% | 加碼 |
| Park Edge Advisors, LLC | 1,384 | $70.5 萬 | 0.22% | −167−10.8% | 減碼 |
| Coppell Advisory Solutions LLC | 1,388 | $70.7 萬 | 0.12% | +1,388 | 新進 |
| JJJ Advisors Inc. | 1,392 | $70.9 萬 | 0.15% | −422−23.3% | 減碼 |
| Valley National Advisers Inc | 1,397 | $71.1 萬 | 0.11% | +106+8.2% | 加碼 |
| TradeLink Capital LLC | 1,400 | $71.3 萬 | 2.06% | +1,400 | 新進 |
| Fiduciary Alliance LLC | 1,431 | $71.3 萬 | 0.12% | +582+68.6% | 加碼 |
| Summit Financial Strategies, Inc. | 1,403 | $71.4 萬 | 0.09% | −47−3.2% | 減碼 |
| Resurgent Financial Advisors LLC | 1,404 | $71.5 萬 | 0.44% | +38+2.8% | 加碼 |
| Cassia Capital Partners, LLC | 1,416 | $72.1 萬 | 0.48% | +158+12.6% | 加碼 |
| Oxford Financial Group Ltd | 1,417 | $72.2 萬 | 0.05% | +299+26.7% | 加碼 |
| Washington Trust Co | 1,421 | $72.4 萬 | 0.03% | −28−1.9% | 減碼 |
| Kraft, Davis & Associates, LLC | 1,268 | $72.6 萬 | 0.22% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 1,430 | $72.8 萬 | 0.09% | +2+0.1% | 加碼 |
| TCM Advisors, LLC | – | $73.0 萬 | 0.64% | – | – |
| Bouchey Financial Group Ltd | 1,436 | $73.1 萬 | 0.07% | −12−0.8% | 減碼 |
| ODonnell Financial Services, LLC | 1,436 | $73.1 萬 | 0.32% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,438 | $73.2 萬 | 0.37% | +231+19.1% | 加碼 |
| Seeds Investor LLC | 1,442 | $73.4 萬 | 0.38% | +144+11.1% | 加碼 |
| Columbus Macro, LLC | 1,461 | $73.5 萬 | 0.28% | −10−0.7% | 減碼 |
| Virtue Capital Management, LLC | 1,321 | $73.5 萬 | 0.13% | −176−11.8% | 減碼 |
| General Partner, Inc. | 1,446 | $73.6 萬 | 0.47% | +5+0.3% | 加碼 |
| Agate Pass Investment Management, LLC | 1,446 | $73.6 萬 | 0.39% | +949+190.9% | 加碼 |
| Claris Advisors, LLC | 1,454 | $74.0 萬 | 0.38% | +21+1.5% | 加碼 |
| Marotta Asset Management | 1,499 | $74.1 萬 | 0.15% | +37+2.5% | 加碼 |
| Baron Wealth Management LLC | 1,456 | $74.2 萬 | 0.38% | −34−2.3% | 減碼 |
| Gerber, LLC | 1,463 | $74.5 萬 | 0.59% | 00.0% | 不變 |
| Invst, LLC | 1,510 | $74.7 萬 | 0.08% | +252+20.0% | 加碼 |
| OmniStar Financial Group, Inc. | 1,468 | $74.7 萬 | 0.68% | +30+2.1% | 加碼 |
| Kanawha Capital Management LLC | 1,468 | $74.8 萬 | 0.06% | +186+14.5% | 加碼 |
| Stephenson National Bank & Trust | 1,472 | $75.0 萬 | 0.26% | −97−6.2% | 減碼 |
| Pointe Capital Management LLC | 1,473 | $75.0 萬 | 0.47% | +16+1.1% | 加碼 |
| Laidlaw Wealth Management LLC | 1,474 | $75.1 萬 | 0.41% | −399−21.3% | 減碼 |
| Copperleaf Capital, LLC | 1,475 | $75.1 萬 | 0.60% | −27−1.8% | 減碼 |
| Summit Wealth Partners, LLC | 1,475 | $75.1 萬 | 0.16% | −173−10.5% | 減碼 |
| SFMG, LLC | 1,481 | $75.4 萬 | 0.07% | −90−5.7% | 減碼 |
| Ssi Investment Management LLC | 1,481 | $75.4 萬 | 0.06% | 00.0% | 不變 |
| Clifford Group, LLC | 1,481 | $75.4 萬 | 0.61% | +14+1.0% | 加碼 |
| Y.D. More Investments Ltd | 1,488 | $75.8 萬 | 0.08% | −764−33.9% | 減碼 |
| Paradigm Asset Management Co LLC | 1,495 | $76.1 萬 | 0.21% | −4,100−73.3% | 減碼 |
| Sonata Capital Group Inc | 1,497 | $76.2 萬 | 0.39% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 1,496 | $76.2 萬 | 0.13% | −22,606−93.8% | 減碼 |
| Heritage Oak Wealth Advisors LLC | 1,499 | $76.3 萬 | 0.39% | +1,499 | 新進 |
| Harbert Fund Advisors, Inc. | 1,500 | $76.4 萬 | 0.61% | −1,000−40.0% | 減碼 |
| Parcion Private Wealth LLC | 1,500 | $76.4 萬 | 0.07% | +277+22.6% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,500 | $76.4 萬 | 0.03% | −31−2.0% | 減碼 |
| AllSquare Wealth Management LLC | 1,502 | $76.5 萬 | 0.46% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 1,505 | $76.6 萬 | 0.31% | +4+0.3% | 加碼 |
| Sunflower Bank, N.A. | 1,511 | $76.9 萬 | 0.18% | +26+1.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 1,511 | $77.0 萬 | 0.13% | −140−8.5% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 1,514 | $77.1 萬 | 0.39% | +940+163.8% | 加碼 |
| Proffitt & Goodson Inc | 1,517 | $77.3 萬 | 0.14% | −28−1.8% | 減碼 |
| LWMG, LLC | 1,519 | $77.3 萬 | 0.16% | +11+0.7% | 加碼 |
| Quantum Financial Advisors, LLC | 1,522 | $77.5 萬 | 0.14% | 00.0% | 不變 |