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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 2,491 | $126.9 萬 | 0.24% | +65+2.7% | 加碼 |
| Strategy Asset Managers LLC | 2,642 | $127.0 萬 | 0.28% | −7,127−73.0% | 減碼 |
| Bremer Bank National Association | 2,494 | $127.0 萬 | 0.25% | −74−2.9% | 減碼 |
| Quinn Opportunity Partners LLC | 2,500 | $127.3 萬 | 0.15% | +2,500 | 新進 |
| Cladis Investment Advisory, LLC | 2,506 | $127.6 萬 | 0.93% | −8−0.3% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,507 | $127.7 萬 | 0.45% | −72−2.8% | 減碼 |
| Allred Capital Management, LLC | 2,507 | $127.7 萬 | 0.49% | +169+7.2% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 2,511 | $127.9 萬 | 0.26% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 2,486 | $128.1 萬 | 0.23% | +270+12.2% | 加碼 |
| Archer Investment Corp | 2,521 | $128.4 萬 | 0.37% | +831+49.2% | 加碼 |
| Transatlantique Private Wealth LLC | 2,594 | $129.1 萬 | 0.53% | +234+9.9% | 加碼 |
| First Financial Bank - Trust Division | 2,539 | $129.3 萬 | 0.13% | −291−10.3% | 減碼 |
| Evermay Wealth Management LLC | 2,548 | $129.7 萬 | 0.21% | −22−0.9% | 減碼 |
| Bowen Hanes & Co Inc | 2,561 | $130.4 萬 | 0.04% | −2,175−45.9% | 減碼 |
| Sivia Capital Partners, LLC | 2,562 | $130.5 萬 | 0.87% | −58−2.2% | 減碼 |
| Nabity-Jensen Investment Management Inc | 2,563 | $130.5 萬 | 1.07% | +8+0.3% | 加碼 |
| Aletheian Wealth Advisors LLC | 2,563 | $130.5 萬 | 0.69% | +100+4.1% | 加碼 |
| Heartland Bank & Trust Co | 2,567 | $130.7 萬 | 0.74% | −966−27.3% | 減碼 |
| Stonebrook Private Inc. | 2,574 | $131.1 萬 | 0.38% | −259−9.1% | 減碼 |
| Adirondack Trust Co | 2,574 | $131.1 萬 | 0.54% | −4−0.2% | 減碼 |
| Gitterman Wealth Management, LLC | 2,577 | $131.2 萬 | 0.51% | 00.0% | 不變 |
| MCF Advisors LLC | 2,581 | $131.4 萬 | 0.10% | +82+3.3% | 加碼 |
| MJP Associates Inc | 2,584 | $131.6 萬 | 0.27% | +93+3.7% | 加碼 |
| Essex Savings Bank | 2,586 | $131.7 萬 | 0.35% | +46+1.8% | 加碼 |
| JT Stratford LLC | 2,586 | $131.7 萬 | 0.24% | −2,726−51.3% | 減碼 |
| Nicolet Bankshares Inc | 2,588 | $131.8 萬 | 0.33% | −128−4.7% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 2,591 | $131.9 萬 | 0.37% | −174−6.3% | 減碼 |
| WR Wealth Planners, LLC | 2,595 | $132.1 萬 | 0.40% | +61+2.4% | 加碼 |
| MBM Wealth Consultants, LLC | 2,686 | $132.2 萬 | 0.45% | +281+11.7% | 加碼 |
| Humankind Investments LLC | 2,598 | $132.3 萬 | 0.35% | −520−16.7% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,600 | $132.4 萬 | 0.68% | +1,000+62.5% | 加碼 |
| Alta Advisers Ltd | 2,600 | $132.4 萬 | 0.64% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 2,606 | $132.7 萬 | 0.12% | +426+19.5% | 加碼 |
| Atlas Capital Advisors LLC | 2,608 | $132.8 萬 | 0.17% | −40−1.5% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,610 | $132.9 萬 | 0.24% | +83+3.3% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,630 | $133.9 萬 | 0.26% | 00.0% | 不變 |
| Three Seasons Wealth, LLC | 2,645 | $134.7 萬 | 0.74% | +69+2.7% | 加碼 |
| Garrison Point Advisors, LLC | 2,646 | $134.8 萬 | 0.89% | −47−1.7% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 2,648 | $134.8 萬 | 0.41% | +2,648 | 新進 |
| Ifrah Financial Services, Inc. | 2,655 | $135.2 萬 | 0.38% | −354−11.8% | 減碼 |
| Sendero Wealth Management, LLC | 2,655 | $135.2 萬 | 0.23% | +978+58.3% | 加碼 |
| Enterprise Financial Services Corp | 2,658 | $135.4 萬 | 0.83% | +36+1.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,667 | $135.9 萬 | 0.00% | −849−24.1% | 減碼 |
| United Community Bank | 2,672 | $136.1 萬 | 0.55% | −1,328−33.2% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,679 | $136.4 萬 | 1.05% | 00.0% | 不變 |
| Caldwell Investment Management Ltd. | 2,690 | $136.8 萬 | 1.03% | 00.0% | 不變 |
| TLWM | 2,689 | $136.9 萬 | 0.29% | +32+1.2% | 加碼 |
| Heritage Wealth Management, LLC | 2,692 | $137.1 萬 | 0.76% | −279−9.4% | 減碼 |
| Heritage Family Offices, LLP | 2,692 | $137.1 萬 | 0.76% | +2,692 | 新進 |
| LVM Capital Management Ltd | 2,699 | $137.4 萬 | 0.16% | 00.0% | 不變 |
| Codex Capital Asset Management L.L.C. | 2,700 | $137.5 萬 | 0.63% | +2,700 | 新進 |
| Everett Harris & Co | 2,705 | $137.8 萬 | 0.02% | +185+7.3% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 2,713 | $138.2 萬 | 0.73% | +150+5.9% | 加碼 |
| Investment Partners, Ltd. | 2,723 | $138.7 萬 | 0.62% | +98+3.7% | 加碼 |
| Baldwin Investment Management, LLC | 2,726 | $138.8 萬 | 0.19% | −107−3.8% | 減碼 |
| Islay Capital Management, LLC | 2,728 | $138.9 萬 | 1.00% | +402+17.3% | 加碼 |
| AXS Investments LLC | 2,729 | $139.0 萬 | 0.39% | −3,042−52.7% | 減碼 |
| Cooper Financial Group | 2,731 | $139.1 萬 | 0.20% | +492+22.0% | 加碼 |
| Burford Brothers, Inc. | 2,731 | $139.1 萬 | 0.81% | +187+7.4% | 加碼 |
| Lee Financial Co | 2,738 | $139.4 萬 | 0.23% | −340−11.0% | 減碼 |
| Concentric Capital Strategies, LP | 2,742 | $139.6 萬 | 0.09% | +2,742 | 新進 |
| BancorpSouth Bank | 2,748 | $139.9 萬 | 0.10% | −6−0.2% | 減碼 |
| Syntegra Private Wealth Group, LLC | 2,748 | $139.9 萬 | 0.18% | +37+1.4% | 加碼 |
| Perennial Investment Advisors, LLC | 2,747 | $140.0 萬 | 0.20% | +10+0.4% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 2,749 | $140.0 萬 | 0.44% | +515+23.1% | 加碼 |
| Smith, Salley & Associates | 2,751 | $140.1 萬 | 0.10% | +436+18.8% | 加碼 |
| Kensington Investment Counsel, LLC | 2,755 | $140.3 萬 | 0.62% | +8+0.3% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,485 | $140.5 萬 | 0.24% | −105−4.1% | 減碼 |
| Sunpointe, LLC | 2,761 | $140.6 萬 | 0.91% | +98+3.7% | 加碼 |
| ERn Financial, LLC | 2,762 | $140.7 萬 | 0.23% | −22−0.8% | 減碼 |
| Cromwell Holdings LLC | 2,765 | $140.8 萬 | 0.84% | +2,765 | 新進 |
| Sunbelt Securities, Inc. | 2,766 | $140.8 萬 | 0.14% | −734−21.0% | 減碼 |
| Westside Investment Management, Inc. | 2,767 | $140.9 萬 | 0.32% | +784+39.5% | 加碼 |
| Gen-Wealth Partners Inc | 2,768 | $141.0 萬 | 0.68% | +158+6.1% | 加碼 |
| Apeiron RIA LLC | 2,777 | $141.4 萬 | 0.43% | +93+3.5% | 加碼 |
| Midland Wealth Advisors LLC | 2,787 | $141.9 萬 | 0.08% | −340−10.9% | 減碼 |
| Wallace Advisory Group, LLC | 2,788 | $142.0 萬 | 1.02% | +29+1.1% | 加碼 |
| Bank of Stockton | 2,792 | $142.2 萬 | 0.45% | −284−9.2% | 減碼 |
| Live Oak Investment Partners | – | $142.9 萬 | 1.18% | – | 新進 |
| Cim Investment Mangement Inc | 2,806 | $142.9 萬 | 0.44% | −33−1.2% | 減碼 |
| Fairscale Capital, LLC | 2,604 | $142.9 萬 | 1.27% | +2,604 | 新進 |
| Cambridge Advisors Inc. | 2,807 | $142.9 萬 | 0.33% | 00.0% | 不變 |
| Leisure Capital Management | 2,811 | $143.2 萬 | 0.67% | +20+0.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,815 | $143.3 萬 | 0.10% | +2,230+381.2% | 加碼 |
| OV Management LLC | 2,844 | $144.8 萬 | 1.01% | +44+1.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,932 | $145.0 萬 | 0.36% | −91−3.0% | 減碼 |
| Keudell/Morrison Wealth Management | 2,856 | $145.4 萬 | 0.43% | −303−9.6% | 減碼 |
| Absolute Capital Management, LLC | 2,861 | $145.7 萬 | 0.88% | +49+1.7% | 加碼 |
| Nwam LLC | 2,862 | $145.8 萬 | 0.43% | −471−14.1% | 減碼 |
| Wilkins Investment Counsel Inc | 2,870 | $146.2 萬 | 0.22% | +20+0.7% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,884 | $146.9 萬 | 0.13% | +25+0.9% | 加碼 |
| Kingfisher Capital LLC | 2,887 | $147.0 萬 | 0.34% | +34+1.2% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,914 | $148.4 萬 | 0.21% | −5−0.2% | 減碼 |
| DRW Securities, LLC | 2,925 | $149.0 萬 | 0.09% | −2,802−48.9% | 減碼 |
| Planning Center, Inc. | 2,927 | $149.1 萬 | 0.19% | 00.0% | 不變 |
| Maia Wealth LLC | 2,898 | $149.3 萬 | 0.45% | +2,898 | 新進 |
| E&G Advisors, LP | 2,933 | $149.4 萬 | 0.44% | 00.0% | 不變 |
| Beacon Financial Group | 2,933 | $149.4 萬 | 0.17% | −13−0.4% | 減碼 |
| Vectors Research Management, LLC | 2,936 | $149.5 萬 | 0.46% | −2−0.1% | 減碼 |
| Alera Investment Advisors, LLC | 2,949 | $150.2 萬 | 0.18% | −446−13.1% | 減碼 |