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 |
|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | 3,449 | $175.7 萬 | 0.89% | −727−17.4% | 減碼 |
| Sterling Investment Counsel, LLC | 3,453 | $175.9 萬 | 0.69% | +29+0.8% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 3,456 | $176.0 萬 | 1.38% | +165+5.0% | 加碼 |
| KPP Advisory Services LLC | 3,460 | $176.2 萬 | 0.47% | +288+9.1% | 加碼 |
| Semmax Financial Advisors Inc. | 3,071 | $176.3 萬 | 0.53% | −939−23.4% | 減碼 |
| HMS Capital Management, LLC | 3,467 | $176.5 萬 | 0.92% | +2+0.1% | 加碼 |
| Intact Investment Management Inc. | 3,480 | $177.2 萬 | 0.07% | +380+12.3% | 加碼 |
| James J. Burns & Company, LLC | 3,482 | $177.3 萬 | 0.35% | +3,482 | 新進 |
| Signature Wealth Management Group | 3,485 | $177.5 萬 | 0.78% | +92+2.7% | 加碼 |
| KLCM Advisors, Inc. | 3,485 | $177.5 萬 | 0.22% | −25−0.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,486 | $177.6 萬 | 0.09% | −2,187−38.6% | 減碼 |
| Seven Eight Capital, LP | 3,487 | $177.6 萬 | 0.19% | −1,483−29.8% | 減碼 |
| Strategic Investment Advisors | 3,489 | $177.7 萬 | 0.22% | −131−3.6% | 減碼 |
| Aaron Wealth Advisors | 3,489 | $177.7 萬 | 0.25% | −245−6.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,497 | $178.1 萬 | 0.26% | +256+7.9% | 加碼 |
| Money Concepts Capital Corp | 3,511 | $178.8 萬 | 0.15% | +165+4.9% | 加碼 |
| Intellectus Partners, LLC | 3,513 | $178.9 萬 | 0.49% | +276+8.5% | 加碼 |
| Evernest Financial Advisors, LLC | 3,515 | $179.0 萬 | 0.80% | +120+3.5% | 加碼 |
| Hudson Canyon Capital Management | 3,518 | $179.2 萬 | 1.21% | −158−4.3% | 減碼 |
| Foster Group, Inc. | 3,531 | $179.8 萬 | 0.07% | +125+3.7% | 加碼 |
| RMR Wealth Builders | 3,531 | $179.8 萬 | 0.21% | +37+1.1% | 加碼 |
| Quotient Wealth Partners, LLC | 3,534 | $180.0 萬 | 0.06% | +713+25.3% | 加碼 |
| Ramirez Asset Management, Inc. | 3,559 | $181.2 萬 | 0.37% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,560 | $181.3 萬 | 0.16% | −234−6.2% | 減碼 |
| Summit X, LLC | 3,562 | $181.6 萬 | 0.41% | +1,412+65.7% | 加碼 |
| SkyOak Wealth, LLC | 3,583 | $182.5 萬 | 0.43% | +246+7.4% | 加碼 |
| Pettee Investors, Inc. | 3,587 | $182.7 萬 | 0.88% | −315−8.1% | 減碼 |
| Paulson Wealth Management Inc. | 3,601 | $183.4 萬 | 0.54% | −18−0.5% | 減碼 |
| BCGM Wealth Management, LLC | 3,615 | $184.1 萬 | 0.64% | −43−1.2% | 減碼 |
| Lake Street Financial LLC | 3,623 | $184.5 萬 | 0.24% | −71−1.9% | 減碼 |
| Relative Value Partners Group, LLC | 3,623 | $184.5 萬 | 0.24% | +2,538+233.9% | 加碼 |
| Delta Financial Advisors LLC | 3,626 | $184.7 萬 | 0.72% | +28+0.8% | 加碼 |
| MWA Asset Management | 3,647 | $185.7 萬 | 1.32% | +426+13.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 3,667 | $186.7 萬 | 0.59% | +56+1.6% | 加碼 |
| US Asset Management LLC | 3,671 | $186.9 萬 | 1.69% | −135−3.5% | 減碼 |
| Hartline Investment Corp | 3,680 | $187.4 萬 | 0.25% | −1,442−28.2% | 減碼 |
| IAM Advisory, LLC | 3,687 | $187.8 萬 | 0.51% | +63+1.7% | 加碼 |
| Smartleaf Asset Management LLC | 3,864 | $188.0 萬 | 0.31% | +577+17.6% | 加碼 |
| Leonteq Securities AG | 3,695 | $188.2 萬 | 0.26% | −2,258−37.9% | 減碼 |
| Fiduciary Group LLC | 3,695 | $188.2 萬 | 0.20% | +18+0.5% | 加碼 |
| Willner & Heller, LLC | 3,697 | $188.3 萬 | 1.80% | −51−1.4% | 減碼 |
| ZWJ Investment Counsel Inc | 3,699 | $188.4 萬 | 0.08% | +70+1.9% | 加碼 |
| Simon Quick Advisors, LLC | 3,719 | $189.4 萬 | 0.13% | +666+21.8% | 加碼 |
| Rede Wealth, LLC | 3,734 | $190.1 萬 | 1.75% | +116+3.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,740 | $190.5 萬 | 0.20% | +358+10.6% | 加碼 |
| Goepper Burkhardt LLC | 3,742 | $190.6 萬 | 0.86% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,768 | $191.8 萬 | 0.35% | −157−4.0% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,768 | $191.9 萬 | 0.05% | +2,481+192.8% | 加碼 |
| Commons Capital, LLC | 3,770 | $192.0 萬 | 2.31% | +163+4.5% | 加碼 |
| DT Investment Partners, LLC | 3,775 | $192.2 萬 | 0.17% | +13+0.3% | 加碼 |
| Key Financial Inc | 3,797 | $193.4 萬 | 0.46% | +146+4.0% | 加碼 |
| Delta Investment Management, LLC | 3,798 | $193.4 萬 | 0.43% | +3,276+627.6% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 3,806 | $193.8 萬 | 1.28% | +175+4.8% | 加碼 |
| Bank Hapoalim BM | 3,818 | $194.4 萬 | 0.27% | −653−14.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,547 | $194.7 萬 | 0.02% | −592−14.3% | 減碼 |
| Opal Wealth Advisors, LLC | 3,825 | $194.8 萬 | 0.63% | −77−2.0% | 減碼 |
| Emprise Bank | 3,831 | $195.1 萬 | 1.20% | −25−0.6% | 減碼 |
| Stokes Family Office, LLC | 3,836 | $195.3 萬 | 0.23% | +415+12.1% | 加碼 |
| Menard Financial Group LLC | 3,843 | $195.7 萬 | 1.40% | +61+1.6% | 加碼 |
| Sargent Investment Group, LLC | 3,868 | $197.0 萬 | 0.40% | +942+32.2% | 加碼 |
| Everhart Financial Group, Inc. | 3,874 | $197.3 萬 | 0.51% | −126−3.2% | 減碼 |
| Certified Advisory Corp | 3,889 | $198.1 萬 | 0.25% | −343−8.1% | 減碼 |
| Scharf Investments, LLC | 3,889 | $198.1 萬 | 0.06% | +161+4.3% | 加碼 |
| Oarsman Capital, Inc. | 3,921 | $199.7 萬 | 0.44% | +194+5.2% | 加碼 |
| MGB Wealth Management, LLC | 3,951 | $199.8 萬 | 0.75% | +14+0.4% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,926 | $199.9 萬 | 0.28% | +396+11.2% | 加碼 |
| Cito Capital Group, LLC | 3,926 | $200.0 萬 | 0.78% | +500+14.6% | 加碼 |
| Highview Capital Management LLC | 3,935 | $200.4 萬 | 0.83% | +9+0.2% | 加碼 |
| One Wealth Advisors, LLC | 3,587 | $200.4 萬 | 0.43% | +232+6.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,947 | $201.0 萬 | 0.51% | +3,947 | 新進 |
| Prosperity Consulting Group, LLC | 3,948 | $201.0 萬 | 0.27% | −39−1.0% | 減碼 |
| Aries Wealth Management | 3,950 | $201.2 萬 | 0.63% | −24−0.6% | 減碼 |
| Revolve Wealth Partners, LLC | 3,953 | $201.3 萬 | 0.33% | −128−3.1% | 減碼 |
| First Nebraska Trust Co | 3,962 | $201.8 萬 | 0.21% | −89−2.2% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,962 | $201.8 萬 | 1.10% | −242−5.8% | 減碼 |
| Ahl Investment Management, Inc. | 3,984 | $202.9 萬 | 1.49% | −53−1.3% | 減碼 |
| Oakworth Capital, Inc. | 3,986 | $203.0 萬 | 0.15% | +349+9.6% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,992 | $203.3 萬 | 0.80% | +456+12.9% | 加碼 |
| Optas, LLC | 3,994 | $203.4 萬 | 0.52% | −163−3.9% | 減碼 |
| Groesbeck Investment Management Corp | 3,996 | $203.5 萬 | 2.82% | +150+3.9% | 加碼 |
| Strategic Blueprint, LLC | 4,000 | $203.7 萬 | 0.14% | −117−2.8% | 減碼 |
| Quent Capital, LLC | 4,008 | $204.1 萬 | 0.22% | −188−4.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,035 | $205.5 萬 | 1.41% | 00.0% | 不變 |
| Sierra Capital LLC | 4,047 | $206.1 萬 | 0.28% | 00.0% | 不變 |
| IMA Wealth, Inc. | 4,051 | $206.3 萬 | 0.91% | +54+1.4% | 加碼 |
| Prosperitas Financial LLC | 4,062 | $206.9 萬 | 1.26% | +594+17.1% | 加碼 |
| Occudo Quantitative Strategies LP | 4,064 | $207.0 萬 | 0.37% | +702+20.9% | 加碼 |
| Secure Asset Management, LLC | 4,073 | $207.4 萬 | 0.39% | +2,289+128.3% | 加碼 |
| V-Square Quantitative Management LLC | 4,082 | $207.9 萬 | 0.34% | −2,543−38.4% | 減碼 |
| Journey Strategic Wealth LLC | 4,086 | $208.1 萬 | 0.09% | +1,044+34.3% | 加碼 |
| Drive Wealth Management, LLC | 4,087 | $208.1 萬 | 0.56% | +210+5.4% | 加碼 |
| Redwood Investment Management, LLC | 4,019 | $208.2 萬 | 0.18% | −39−1.0% | 減碼 |
| NVWM, LLC | 4,093 | $208.4 萬 | 0.56% | +141+3.6% | 加碼 |
| Platform Technology Partners | 4,096 | $208.6 萬 | 0.72% | +4,096 | 新進 |
| Retirement Guys Formula LLC | 4,097 | $208.6 萬 | 1.00% | +347+9.3% | 加碼 |
| Capital Management Associates, Inc | 4,100 | $208.8 萬 | 1.26% | +4,100 | 新進 |
| Mason & Associates Inc | 4,106 | $209.1 萬 | 0.56% | +768+23.0% | 加碼 |
| IMS Capital Management | 3,601 | $209.1 萬 | 0.97% | −131−3.5% | 減碼 |
| Prestige Wealth Management Group LLC | 4,106 | $209.1 萬 | 0.45% | −170−4.0% | 減碼 |
| Lawson Kroeker Investment Management Inc | 4,116 | $209.6 萬 | 0.40% | 00.0% | 不變 |