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 |
|---|---|---|---|---|---|
| Riverpark Capital Management LLC | 2,953 | $150.4 萬 | 1.99% | +400+15.7% | 加碼 |
| Orrstown Financial Services Inc | 2,954 | $150.4 萬 | 0.79% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 2,955 | $150.5 萬 | 0.73% | −36−1.2% | 減碼 |
| Kings Path Partners LLC | 2,962 | $150.8 萬 | 0.71% | +2,962 | 新進 |
| Legacy Bridge, LLC | 2,962 | $150.8 萬 | 0.89% | +5+0.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,622 | $151.1 萬 | 0.10% | +193+7.9% | 加碼 |
| Regal Investment Advisors LLC | 2,975 | $151.5 萬 | 0.10% | −127−4.1% | 減碼 |
| XML Financial, LLC | 2,980 | $151.8 萬 | 0.15% | −290−8.9% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,984 | $152.0 萬 | 0.68% | −60−2.0% | 減碼 |
| KG&L Capital Management,LLC | 2,995 | $152.5 萬 | 0.53% | +140+4.9% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $152.8 萬 | 0.47% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 3,008 | $153.2 萬 | 0.79% | +342+12.8% | 加碼 |
| PFW Advisors LLC | 3,009 | $153.2 萬 | 0.49% | −224−6.9% | 減碼 |
| Callan Capital, LLC | 3,011 | $153.3 萬 | 0.13% | +1,990+194.9% | 加碼 |
| Fiduciary Family Office, LLC | 3,014 | $153.5 萬 | 0.61% | −1,161−27.8% | 減碼 |
| Tolleson Wealth Management, Inc. | 3,014 | $153.5 萬 | 0.30% | +47+1.6% | 加碼 |
| Financial Network Wealth Management LLC | 3,021 | $153.8 萬 | 0.59% | +3,021 | 新進 |
| Lecap Asset Management Ltd | 3,025 | $154.1 萬 | 0.33% | −1,379−31.3% | 減碼 |
| FCG Investment Co | 3,030 | $154.3 萬 | 1.17% | +132+4.6% | 加碼 |
| BTG Pactual Asset Management US LLC | 3,036 | $154.6 萬 | 0.39% | +3,036 | 新進 |
| Yarbrough Capital, LLC | 3,043 | $155.0 萬 | 0.06% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 3,047 | $155.1 萬 | 0.03% | +188+6.6% | 加碼 |
| Prostatis Group LLC | 3,023 | $155.7 萬 | 0.55% | +286+10.4% | 加碼 |
| St. Johns Investment Management Company, LLC | 3,059 | $155.8 萬 | 0.74% | −91−2.9% | 減碼 |
| Westhampton Capital, LLC | 3,059 | $155.8 萬 | 0.84% | +15+0.5% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,065 | $156.1 萬 | 0.49% | +3,065 | 新進 |
| Maxwell Wealth Strategies Inc. | 3,068 | $156.2 萬 | 0.77% | +7+0.2% | 加碼 |
| Golden State Equity Partners | 3,072 | $156.4 萬 | 0.33% | +3,072 | 新進 |
| Ellevest, Inc. | 3,074 | $156.5 萬 | 0.09% | −31−1.0% | 減碼 |
| Edge Capital Group, LLC | 3,074 | $156.6 萬 | 0.08% | +5+0.2% | 加碼 |
| BKD Wealth Advisors, LLC | 3,077 | $156.7 萬 | 0.04% | −308−9.1% | 減碼 |
| Pacific Capital Partners Ltd | 3,080 | $156.9 萬 | 1.04% | 00.0% | 不變 |
| Hilltop Partners LLC | 3,088 | $157.3 萬 | 0.58% | +415+15.5% | 加碼 |
| Allstate Corp | 3,090 | $157.4 萬 | 0.13% | −18−0.6% | 減碼 |
| Ar Asset Management Inc | 3,090 | $157.4 萬 | 0.38% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 3,115 | $158.6 萬 | 0.34% | +353+12.8% | 加碼 |
| GoalVest Advisory LLC | 3,124 | $159.1 萬 | 0.51% | +18+0.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,126 | $159.2 萬 | 0.58% | −62−1.9% | 減碼 |
| CRA Financial Services, LLC | 3,126 | $159.2 萬 | 0.32% | +3+0.1% | 加碼 |
| Brand Asset Management Group, Inc. | 3,136 | $159.7 萬 | 0.67% | −30−0.9% | 減碼 |
| Corundum Group, Inc. | 3,141 | $160.0 萬 | 0.62% | +878+38.8% | 加碼 |
| Meridian Financial Partners LLC | 2,848 | $160.7 萬 | 0.95% | +127+4.7% | 加碼 |
| Avalon Trust Co | 3,164 | $161.1 萬 | 0.13% | −993−23.9% | 減碼 |
| Invera Wealth Advisors, LLC | 3,195 | $161.1 萬 | 1.65% | −18−0.6% | 減碼 |
| Bellwether Advisors, LLC | 3,165 | $161.2 萬 | 0.34% | −4,941−61.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,169 | $161.4 萬 | 0.18% | −1,246−28.2% | 減碼 |
| Samalin Investment Counsel, LLC | 3,168 | $161.4 萬 | 0.75% | +266+9.2% | 加碼 |
| Northern Financial Advisors Inc | 3,170 | $161.4 萬 | 1.29% | −163−4.9% | 減碼 |
| Investment Advisory Services Inc | 3,171 | $161.5 萬 | 0.59% | −187−5.6% | 減碼 |
| Missouri Trust & Investment Co | 3,176 | $161.7 萬 | 0.61% | −51−1.6% | 減碼 |
| Mechanics Financial Corp | 3,178 | $161.8 萬 | 0.83% | −24−0.7% | 減碼 |
| Mendel Money Management | 3,193 | $162.6 萬 | 0.76% | +319+11.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 3,196 | $162.8 萬 | 0.08% | +802+33.5% | 加碼 |
| Buckley Wealth Management, LLC | 3,213 | $163.6 萬 | 0.52% | −46−1.4% | 減碼 |
| Independent Investors Inc | 3,215 | $163.7 萬 | 0.36% | −325−9.2% | 減碼 |
| OneAscent Financial Services LLC | 3,218 | $163.9 萬 | 0.23% | −70−2.1% | 減碼 |
| Unique Wealth, LLC | 3,233 | $164.1 萬 | 0.43% | +364+12.7% | 加碼 |
| Laraway Financial Inc | 3,222 | $164.1 萬 | 1.40% | +2+0.1% | 加碼 |
| Benjamin Edwards Inc | 3,239 | $164.9 萬 | 0.32% | −445−12.1% | 減碼 |
| Advisor OS, LLC | 3,246 | $165.3 萬 | 0.18% | −149−4.4% | 減碼 |
| Aviance Capital Partners, LLC | 3,249 | $165.5 萬 | 0.24% | −522−13.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 3,265 | $166.3 萬 | 0.26% | +526+19.2% | 加碼 |
| Benchmark Investment Advisors LLC | 3,279 | $167.0 萬 | 1.21% | +245+8.1% | 加碼 |
| Institute for Wealth Management, LLC. | 3,285 | $167.3 萬 | 0.22% | +93+2.9% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,287 | $167.4 萬 | 0.69% | +70+2.2% | 加碼 |
| Pictet Bank & Trust Ltd | 3,300 | $168.1 萬 | 1.71% | −150−4.3% | 減碼 |
| CSU Producer Resources, Inc. | 3,300 | $168.1 萬 | 5.60% | 00.0% | 不變 |
| MRP Capital Investments, LLC | 3,305 | $168.3 萬 | 1.57% | −460−12.2% | 減碼 |
| KC Investment Advisors, LLC | 3,308 | $168.5 萬 | 0.84% | +122+3.8% | 加碼 |
| Proficio Capital Partners LLC | 3,310 | $168.6 萬 | 0.18% | −287−8.0% | 減碼 |
| Sierra Summit Advisors LLC | 3,314 | $168.8 萬 | 0.42% | −10,693−76.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,321 | $169.2 萬 | 0.30% | −167−4.8% | 減碼 |
| Trust Investment Advisors | 3,330 | $169.6 萬 | 1.08% | −9−0.3% | 減碼 |
| Cullen Investment Group, Ltd. | 3,331 | $169.6 萬 | 0.27% | +67+2.1% | 加碼 |
| Defined Wealth Management, LLC | 3,332 | $169.7 萬 | 1.18% | +15+0.5% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,351 | $170.7 萬 | 0.61% | +235+7.5% | 加碼 |
| Zullo Investment Group, Inc. | 3,351 | $170.7 萬 | 0.75% | +83+2.5% | 加碼 |
| Matrix Trust Co | 3,352 | $170.7 萬 | 0.39% | +181+5.7% | 加碼 |
| Alta Wealth Advisors LLC | 3,357 | $171.0 萬 | 0.85% | −26−0.8% | 減碼 |
| Chicago Partners Investment Group LLC | 2,978 | $171.6 萬 | 0.07% | +368+14.1% | 加碼 |
| Hunter Associates Investment Management LLC | 3,372 | $171.7 萬 | 0.29% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 3,380 | $172.1 萬 | 0.66% | +353+11.7% | 加碼 |
| Diversified, LLC | 3,384 | $172.3 萬 | 0.20% | +388+13.0% | 加碼 |
| Fullcircle Wealth LLC | 3,089 | $172.9 萬 | 0.85% | +3,089 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,397 | $173.0 萬 | 0.65% | 00.0% | 不變 |
| Parkside Investments, LLC | 3,399 | $173.1 萬 | 0.27% | +1,399+70.0% | 加碼 |
| CFM Wealth Partners LLC | 3,399 | $173.1 萬 | 0.32% | +549+19.3% | 加碼 |
| Doliver Advisors, LP | 3,401 | $173.2 萬 | 0.48% | −8−0.2% | 減碼 |
| Ambassador Advisors, LLC | 3,402 | $173.2 萬 | 0.31% | +196+6.1% | 加碼 |
| Continuum Advisory, LLC | 3,410 | $173.7 萬 | 0.25% | +19+0.6% | 加碼 |
| Cornerstone Advisory, LLC | 3,413 | $173.8 萬 | 0.24% | −361−9.6% | 減碼 |
| Intrua Financial, LLC | 3,421 | $174.2 萬 | 0.28% | +556+19.4% | 加碼 |
| FSM Wealth Advisors, LLC | 3,428 | $174.6 萬 | 0.59% | −99−2.8% | 減碼 |
| Kirtland Hills Capital Management, LLC | 3,428 | $174.6 萬 | 1.45% | −17−0.5% | 減碼 |
| Ted Buchan & Co | 3,433 | $174.8 萬 | 0.94% | +795+30.1% | 加碼 |
| Florida Financial Advisors, LLC | 3,768 | $175.0 萬 | 1.05% | +673+21.7% | 加碼 |
| Prossimo Advisors, LLC | 3,437 | $175.0 萬 | 1.58% | +299+9.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 3,443 | $175.3 萬 | 0.11% | −41−1.2% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 3,445 | $175.4 萬 | 0.91% | +138+4.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 3,449 | $175.6 萬 | 0.02% | −1,121−24.5% | 減碼 |