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
- 3,406
- 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 1,332 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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 4,833 | $246.1 萬 | 0.28% | +67+1.4% | 加碼 |
| Criterion Capital Advisors, LLC | 4,833 | $246.1 萬 | 1.55% | +104+2.2% | 加碼 |
| TrinityPoint Wealth, LLC | 4,845 | $246.7 萬 | 0.39% | −4,608−48.7% | 減碼 |
| Itau Unibanco Holding S.A. | 4,846 | $246.8 萬 | 0.10% | +4,846 | 新進 |
| Arete Wealth Advisors, LLC | 4,922 | $247.4 萬 | 0.20% | +4,922 | 新進 |
| Vestmark Advisory Solutions, Inc. | 4,866 | $247.8 萬 | 0.10% | −66−1.3% | 減碼 |
| Finivi Inc. | 4,867 | $247.9 萬 | 2.05% | +39+0.8% | 加碼 |
| Monte Financial Group, LLC | 4,870 | $248.0 萬 | 1.09% | +81+1.7% | 加碼 |
| WP Advisors, LLC | 4,883 | $248.7 萬 | 0.79% | +25+0.5% | 加碼 |
| Marcum Wealth, LLC | 4,884 | $248.7 萬 | 0.25% | −52−1.1% | 減碼 |
| RFG Advisory, LLC | 4,888 | $248.9 萬 | 0.08% | +233+5.0% | 加碼 |
| North Star Investment Management Corp. | 4,889 | $249.0 萬 | 0.18% | −31−0.6% | 減碼 |
| Ameliora Wealth Management Ltd. | 4,892 | $249.1 萬 | 1.13% | +50+1.0% | 加碼 |
| LM Advisors LLC | 4,903 | $249.7 萬 | 0.00% | +115+2.4% | 加碼 |
| MeadowBrook Investment Advisors LLC | 4,907 | $249.9 萬 | 2.37% | −35−0.7% | 減碼 |
| Blue Square Asset Management, LLC | 4,915 | $250.3 萬 | 1.46% | −105−2.1% | 減碼 |
| Van Cleef Asset Management,Inc | 4,918 | $250.5 萬 | 0.31% | −375−7.1% | 減碼 |
| Geller Advisors LLC | 4,930 | $251.1 萬 | 0.19% | −306−5.8% | 減碼 |
| KKM Financial LLC | 4,974 | $251.4 萬 | 1.19% | +36+0.7% | 加碼 |
| Sheets Smith Wealth Management | 4,942 | $251.7 萬 | 0.30% | −280−5.4% | 減碼 |
| Confluence Wealth Services, Inc. | 4,951 | $252.1 萬 | 0.20% | +213+4.5% | 加碼 |
| L.M. Kohn & Company | 4,956 | $252.4 萬 | 0.68% | −7−0.1% | 減碼 |
| BKM Wealth Management, LLC | 4,961 | $252.6 萬 | 1.21% | −196−3.8% | 減碼 |
| Ami Investment Management Inc | 4,962 | $252.7 萬 | 0.88% | +17+0.3% | 加碼 |
| Bigelow Investment Advisors, LLC | 4,968 | $253.0 萬 | 1.21% | −109−2.1% | 減碼 |
| Marion Wealth Management | 4,969 | $253.1 萬 | 0.74% | +236+5.0% | 加碼 |
| Susquehanna International Securities, Ltd. | 5,000 | $254.6 萬 | 0.93% | +5,000 | 新進 |
| Brick & Kyle, Associates | 5,003 | $254.8 萬 | 1.05% | +5,003 | 新進 |
| Boston Family Office LLC | 5,013 | $255.3 萬 | 0.18% | +220+4.6% | 加碼 |
| Cornercap Investment Counsel Inc | 5,014 | $255.3 萬 | 0.42% | −168−3.2% | 減碼 |
| Cottage Street Advisors LLC | 5,017 | $255.5 萬 | 1.52% | −45−0.9% | 減碼 |
| Apexium Financial, LP | 5,034 | $256.4 萬 | 0.18% | −25−0.5% | 減碼 |
| Moser Wealth Advisors, LLC | 5,060 | $257.7 萬 | 1.40% | +130+2.6% | 加碼 |
| Keel Point, LLC | 4,506 | $258.8 萬 | 0.23% | +462+11.4% | 加碼 |
| Waypoint Capital Advisors, LLC | 5,103 | $259.9 萬 | 0.65% | +43+0.8% | 加碼 |
| Eqis Capital Management, Inc. | 5,107 | $260.1 萬 | 0.21% | +84+1.7% | 加碼 |
| Harfst & Associates, Inc. | 5,122 | $260.8 萬 | 0.61% | +8+0.2% | 加碼 |
| Affinity Investment Advisors, LLC | 5,128 | $261.1 萬 | 1.96% | −4−0.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,233 | $261.4 萬 | 0.05% | −402−7.1% | 減碼 |
| Greater Midwest Financial Group, LLC | 4,510 | $261.4 萬 | 1.66% | +214+5.0% | 加碼 |
| Chemung Canal Trust Co | 5,159 | $262.7 萬 | 0.51% | −50−1.0% | 減碼 |
| ROI Financial Advisors, LLC | 5,182 | $263.9 萬 | 1.92% | −254−4.7% | 減碼 |
| Hartford Financial Management Inc. | 5,182 | $263.9 萬 | 0.57% | +384+8.0% | 加碼 |
| Red Cedar Investment Management, LLC | 5,195 | $264.6 萬 | 0.36% | 00.0% | 不變 |
| CNB Bank | 5,198 | $264.7 萬 | 1.27% | +1,990+62.0% | 加碼 |
| Prelude Capital Management, LLC | 5,219 | $265.8 萬 | 0.22% | +1,889+56.7% | 加碼 |
| Eads & Heald Wealth Management | 5,223 | $266.0 萬 | 1.29% | −182−3.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,229 | $266.3 萬 | 0.44% | +107+2.1% | 加碼 |
| Richwood Investment Advisors, LLC | 5,244 | $267.1 萬 | 2.34% | −21−0.4% | 減碼 |
| Manchester Capital Management LLC | 5,245 | $267.1 萬 | 0.32% | −250−4.5% | 減碼 |
| Mather Group, LLC. | 5,403 | $267.3 萬 | 0.03% | +408+8.2% | 加碼 |
| Circle Wealth Management, LLC | 5,250 | $267.3 萬 | 0.06% | −446−7.8% | 減碼 |
| Oxford Wealth Group, LLC | 5,256 | $267.7 萬 | 1.84% | +2,067+64.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,306 | $270.2 萬 | 0.48% | +77+1.5% | 加碼 |
| Skopos Labs, Inc. | 5,521 | $270.4 萬 | 1.16% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,343 | $272.1 萬 | 1.30% | +318+6.3% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,357 | $272.8 萬 | 0.46% | −276−4.9% | 減碼 |
| RB Capital Management, LLC | 5,359 | $272.9 萬 | 0.70% | +67+1.3% | 加碼 |
| Quadcap Wealth Management, LLC | 5,365 | $273.2 萬 | 0.49% | +1,493+38.6% | 加碼 |
| Rice Partnership, LLC | 5,386 | $274.3 萬 | 0.60% | −150−2.7% | 減碼 |
| Whitener Capital Management, Inc. | 5,392 | $274.6 萬 | 0.83% | +780+16.9% | 加碼 |
| Bourgeon Capital Management LLC | 5,395 | $274.7 萬 | 0.54% | −1,286−19.2% | 減碼 |
| My Legacy Advisors, LLC | 5,410 | $275.5 萬 | 0.88% | −73−1.3% | 減碼 |
| Umpqua Bank | 5,412 | $275.6 萬 | 1.07% | +184+3.5% | 加碼 |
| Rodgers Brothers Inc. | 5,417 | $275.9 萬 | 0.37% | +4,575+543.3% | 加碼 |
| Formidable Asset Management, LLC | 5,418 | $275.9 萬 | 0.45% | +257+5.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 5,431 | $276.6 萬 | 0.70% | +713+15.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,433 | $276.7 萬 | 0.46% | −441−7.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,457 | $277.9 萬 | 0.54% | +37+0.7% | 加碼 |
| Hartford Funds Management Co LLC | 5,464 | $278.2 萬 | 0.26% | +593+12.2% | 加碼 |
| Platte River Wealth Advisors, LLC | 5,476 | $278.9 萬 | 0.78% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 5,476 | $278.9 萬 | 0.06% | +4,580+511.2% | 加碼 |
| JPL Wealth Management, LLC | 5,481 | $279.1 萬 | 1.37% | +642+13.3% | 加碼 |
| David Loasby | 5,615 | $281.3 萬 | 0.27% | −321−5.4% | 減碼 |
| Wintrust Investments LLC | 5,540 | $282.1 萬 | 0.23% | −1,852−25.1% | 減碼 |
| Patten Group, Inc. | 5,540 | $282.1 萬 | 0.67% | −20.0% | 減碼 |
| Parkside Financial Bank & Trust | 5,543 | $282.3 萬 | 0.44% | −100−1.8% | 減碼 |
| Wealth Alliance | 5,548 | $282.5 萬 | 0.36% | +73+1.3% | 加碼 |
| Wrapmanager Inc | 5,564 | $283.4 萬 | 0.78% | −580−9.4% | 減碼 |
| Gladius Capital Management LP | 5,584 | $284.4 萬 | 2.84% | +2,087+59.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,593 | $284.8 萬 | 0.09% | +217+4.0% | 加碼 |
| Strategic Financial Services, Inc, | 5,609 | $285.6 萬 | 0.18% | −318−5.4% | 減碼 |
| Brasada Capital Management, LP | 5,680 | $286.5 萬 | 0.51% | +535+10.4% | 加碼 |
| Snider Financial Group | 5,631 | $286.8 萬 | 1.11% | +203+3.7% | 加碼 |
| CoreCap Advisors, LLC | 5,639 | $287.2 萬 | 0.30% | +642+12.8% | 加碼 |
| AIMZ Investment Advisors, LLC | 5,645 | $287.5 萬 | 1.03% | −14−0.2% | 減碼 |
| Dorchester Wealth Management Co | 5,661 | $288.3 萬 | 0.56% | −2,130−27.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,900 | $288.3 萬 | 0.53% | +1,540+35.3% | 加碼 |
| Trust Co of Toledo NA | 5,675 | $289.0 萬 | 0.42% | +499+9.6% | 加碼 |
| Wealth Architects, LLC | 5,688 | $289.7 萬 | 0.35% | +45+0.8% | 加碼 |
| Sentinel Trust Co Lba | 5,690 | $289.8 萬 | 0.36% | 00.0% | 不變 |
| Brown Financial Advisors | 5,691 | $289.8 萬 | 1.30% | +5,691 | 新進 |
| Privium Fund Management (UK) Ltd | 5,926 | $290.3 萬 | 1.13% | 00.0% | 不變 |
| Okabena Investment Services Inc | 5,721 | $291.3 萬 | 0.92% | +656+13.0% | 加碼 |
| Rehmann Capital Advisory Group | 5,721 | $291.4 萬 | 0.21% | −209−3.5% | 減碼 |
| Anderson Hoagland & Co | 5,928 | $291.7 萬 | 0.31% | −77−1.3% | 減碼 |
| Conscious Wealth Investments, LLC | 5,261 | $291.8 萬 | 2.10% | +43+0.8% | 加碼 |
| Inscription Capital, LLC | 5,735 | $292.1 萬 | 0.47% | −352−5.8% | 減碼 |
| Great Diamond Partners, LLC | 5,749 | $292.8 萬 | 0.69% | −220−3.7% | 減碼 |
| New England Research & Management, Inc. | 5,760 | $293.3 萬 | 1.41% | −170−2.9% | 減碼 |