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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 1,529 | $77.9 萬 | 0.09% | −523−25.5% | 減碼 |
| Oxinas Partners Wealth Management LLC | 1,530 | $77.9 萬 | 0.52% | 00.0% | 不變 |
| Verum Partners LLC | 1,531 | $78.0 萬 | 0.25% | −7−0.5% | 減碼 |
| Principal Street Partners, LLC | 1,535 | $78.2 萬 | 0.14% | −33−2.1% | 減碼 |
| Mitchell Sinkler & Starr | 1,389 | $78.4 萬 | 0.20% | +261+23.1% | 加碼 |
| Caitlin John, LLC | 1,540 | $78.4 萬 | 0.57% | +806+109.8% | 加碼 |
| Latitude Advisors, LLC | 1,541 | $78.5 萬 | 0.48% | +63+4.3% | 加碼 |
| Argus Investors' Counsel, Inc. | 1,552 | $79.0 萬 | 0.49% | −218−12.3% | 減碼 |
| Jacobsen Capital Management | 1,561 | $79.5 萬 | 0.36% | −32−2.0% | 減碼 |
| Sather Financial Group Inc | 1,563 | $79.6 萬 | 0.06% | −83−5.0% | 減碼 |
| GW Henssler & Associates Ltd | 1,565 | $79.7 萬 | 0.05% | +26+1.7% | 加碼 |
| RFP Financial Group LLC | 1,566 | $79.8 萬 | 0.30% | +21+1.4% | 加碼 |
| Full Sail Capital, LLC | 1,571 | $80.0 萬 | 0.05% | +10+0.6% | 加碼 |
| Farmers Trust Co | 1,578 | $80.4 萬 | 0.16% | −15−0.9% | 減碼 |
| Navellier & Associates Inc | 1,579 | $80.4 萬 | 0.09% | +6+0.4% | 加碼 |
| Baldwin Brothers Inc | 1,581 | $80.5 萬 | 0.06% | −1,094−40.9% | 減碼 |
| Saturna Capital CORP | 1,581 | $80.5 萬 | 0.01% | −699−30.7% | 減碼 |
| Savvy Advisors, Inc. | 1,588 | $80.9 萬 | 0.26% | +669+72.8% | 加碼 |
| Jeppson Wealth Management, LLC | 1,588 | $80.9 萬 | 0.31% | −150−8.6% | 減碼 |
| PrairieView Partners, LLC | 1,589 | $80.9 萬 | 0.09% | +435+37.7% | 加碼 |
| 1st Source Bank | 1,597 | $81.3 萬 | 0.05% | −84−5.0% | 減碼 |
| Sonoma Private Wealth LLC | 1,597 | $81.3 萬 | 1.32% | −56−3.4% | 減碼 |
| Fort Point Capital Partners LLC | 1,600 | $81.5 萬 | 0.10% | −7−0.4% | 減碼 |
| First Affirmative Financial Network | 1,604 | $81.7 萬 | 0.57% | −106−6.2% | 減碼 |
| City State Bank | 1,605 | $81.7 萬 | 0.33% | +25+1.6% | 加碼 |
| White Pine Capital LLC | 1,613 | $82.1 萬 | 0.31% | +23+1.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,615 | $82.3 萬 | 0.23% | +44+2.8% | 加碼 |
| Corundum Trust Company, INC | 1,616 | $82.3 萬 | 2.39% | +1,616 | 新進 |
| Fortress Wealth Group, LLC | 1,485 | $82.4 萬 | 0.41% | +223+17.7% | 加碼 |
| Invesco, LLC | 1,621 | $82.6 萬 | 0.35% | +250+18.2% | 加碼 |
| Invenio Wealth Partners LLC | 1,622 | $82.6 萬 | 0.41% | −433−21.1% | 減碼 |
| Heron Bay Capital Management | 1,623 | $82.7 萬 | 0.18% | −6−0.4% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $82.7 萬 | 0.09% | +8+0.5% | 加碼 |
| First National Bank Sioux Falls | 1,625 | $82.8 萬 | 0.43% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 1,627 | $82.8 萬 | 0.33% | 00.0% | 不變 |
| Johnson & White Wealth Management, LLC | 1,630 | $83.0 萬 | 0.79% | +98+6.4% | 加碼 |
| GenTrust, LLC | 1,630 | $83.0 萬 | 0.05% | +310+23.5% | 加碼 |
| 3Chopt Investment Partners, LLC | 1,630 | $83.0 萬 | 0.25% | +1,630 | 新進 |
| S. R. Schill & Associates | 1,634 | $83.2 萬 | 0.36% | +3+0.2% | 加碼 |
| Delta Financial Group, Inc. | 1,633 | $83.2 萬 | 0.35% | +21+1.3% | 加碼 |
| WD Rutherford LLC | 1,635 | $83.3 萬 | 0.42% | −550−25.2% | 減碼 |
| West Paces Advisors Inc. | 1,642 | $83.6 萬 | 0.22% | −36−2.1% | 減碼 |
| AA Financial Advisors, LLC | 1,644 | $83.7 萬 | 0.30% | −464−22.0% | 減碼 |
| Detalus Advisors, LLC | 1,645 | $83.8 萬 | 0.29% | +150+10.0% | 加碼 |
| LRI Investments, LLC | 1,648 | $83.9 萬 | 0.10% | −71−4.1% | 減碼 |
| MV Capital Management, Inc. | 1,650 | $84.0 萬 | 0.09% | −57−3.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 1,651 | $84.1 萬 | 0.09% | −9−0.5% | 減碼 |
| Bowman & Co S.C. | 1,645 | $84.1 萬 | 0.49% | +83+5.3% | 加碼 |
| Texas Capital Bancshares Inc | 1,660 | $84.5 萬 | 0.35% | −11−0.7% | 減碼 |
| Arcus Capital Partners, LLC | 1,661 | $84.6 萬 | 0.33% | +288+21.0% | 加碼 |
| Proathlete Wealth Management LLC | 1,665 | $84.8 萬 | 0.40% | +14+0.8% | 加碼 |
| Fiduciary Financial Group, LLC | 1,547 | $84.9 萬 | 0.21% | +1,547 | 新進 |
| Financial Insights, Inc. | 1,670 | $85.0 萬 | 0.24% | −502−23.1% | 減碼 |
| Gould Asset Management LLC | 1,673 | $85.2 萬 | 0.20% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 1,677 | $85.4 萬 | 0.39% | +49+3.0% | 加碼 |
| Tompkins Financial Corp | 1,678 | $85.5 萬 | 0.09% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,680 | $85.6 萬 | 0.04% | −24,113−93.5% | 減碼 |
| Magnolia Capital Advisors LLC | 1,683 | $85.7 萬 | 0.48% | −1,549−47.9% | 減碼 |
| Centerpoint Advisors, LLC | 1,683 | $85.7 萬 | 0.31% | −83−4.7% | 減碼 |
| Cape Investment Advisory, Inc. | 1,684 | $85.8 萬 | 0.39% | +71+4.4% | 加碼 |
| Paladin Advisory Group, LLC | 1,735 | $85.8 萬 | 0.67% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 1,687 | $85.9 萬 | 0.51% | +68+4.2% | 加碼 |
| Triad Wealth Partners, LLC | 1,695 | $86.3 萬 | 0.45% | +323+23.5% | 加碼 |
| WMS Partners, LLC | 1,697 | $86.4 萬 | 0.06% | +261+18.2% | 加碼 |
| Presidio Capital Management, LLC | 1,698 | $86.5 萬 | 0.60% | −18−1.0% | 減碼 |
| BluePath Capital Management, LLC | 1,700 | $86.6 萬 | 0.62% | +418+32.6% | 加碼 |
| Chapin Davis, Inc. | 1,701 | $86.6 萬 | 0.30% | +45+2.7% | 加碼 |
| Baker Avenue Asset Management, LP | 1,707 | $86.9 萬 | 0.03% | +92+5.7% | 加碼 |
| Wealth Group Ltd | 1,709 | $87.0 萬 | 0.26% | 00.0% | 不變 |
| Soundwatch Capital LLC | 1,709 | $87.0 萬 | 4.79% | +1,709 | 新進 |
| Five Oceans Advisors | 1,711 | $87.1 萬 | 0.46% | −453−20.9% | 減碼 |
| Aire Advisors, LLC | 1,715 | $87.2 萬 | 0.20% | +329+23.7% | 加碼 |
| FLC Capital Advisors | 1,716 | $87.4 萬 | 0.22% | 00.0% | 不變 |
| Seven Mile Advisory | 1,726 | $87.9 萬 | 0.65% | +90+5.5% | 加碼 |
| Webster Bank, N. A. | 1,734 | $88.3 萬 | 0.10% | +124+7.7% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 1,741 | $88.7 萬 | 0.28% | +33+1.9% | 加碼 |
| Broadwater Capital Management LLC | 1,754 | $89.3 萬 | 0.69% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 1,757 | $89.5 萬 | 0.15% | +879+100.1% | 加碼 |
| EdgeRock Capital LLC | 1,764 | $89.9 萬 | 0.70% | +121+7.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,776 | $90.4 萬 | 0.09% | −47−2.6% | 減碼 |
| Summit Wealth Group, LLC | 1,780 | $90.6 萬 | 0.27% | +11+0.6% | 加碼 |
| Quantum Private Wealth, LLC | 1,792 | $91.3 萬 | 0.32% | −148−7.6% | 減碼 |
| Buffington Mohr McNeal | 1,794 | $91.4 萬 | 0.16% | +40+2.3% | 加碼 |
| Factorial Partners, LLC | 1,800 | $91.7 萬 | 0.56% | −4,200−70.0% | 減碼 |
| RiverGlades Family Offices LLC | 1,800 | $91.7 萬 | 0.71% | 00.0% | 不變 |
| Quest Partners LLC | 1,809 | $92.1 萬 | 0.12% | −244−11.9% | 減碼 |
| Arlington Trust Co LLC | 1,810 | $92.2 萬 | 0.22% | +57+3.3% | 加碼 |
| Resolute Wealth Strategies, LLC | 1,812 | $92.3 萬 | 0.53% | +1+0.1% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,818 | $92.6 萬 | 0.12% | +121+7.1% | 加碼 |
| Cypress Capital, LLC | 1,819 | $92.6 萬 | 0.25% | −188−9.4% | 減碼 |
| Alpha Family Trust | 1,820 | $92.7 萬 | 0.54% | −150−7.6% | 減碼 |
| Wealthstream Advisors, Inc. | 1,822 | $92.8 萬 | 0.34% | +47+2.6% | 加碼 |
| KRS Capital Management, LLC | 1,824 | $92.9 萬 | 0.70% | −683−27.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $93.1 萬 | 0.00% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 1,830 | $93.2 萬 | 0.15% | +490+36.6% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 1,836 | $93.5 萬 | 0.15% | +22+1.2% | 加碼 |
| Virginia Wealth Management Group, Inc. | 1,837 | $93.5 萬 | 0.77% | +2+0.1% | 加碼 |
| Asset Management Group, Inc. | 1,846 | $94.0 萬 | 0.18% | +8+0.4% | 加碼 |
| Thrive Wealth Management, LLC | 1,846 | $94.0 萬 | 0.18% | +65+3.6% | 加碼 |
| Kingdom Financial Group LLC. | 1,848 | $94.1 萬 | 0.64% | −24−1.3% | 減碼 |