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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,774 | $294.0 萬 | 0.09% | −975−14.4% | 減碼 |
| Shepherd Financial Partners LLC | 5,777 | $294.2 萬 | 0.38% | −73−1.2% | 減碼 |
| Cunning Capital Partners, LP | 5,780 | $294.4 萬 | 1.68% | 00.0% | 不變 |
| Globeflex Capital L P | 5,795 | $295.1 萬 | 0.31% | −6,260−51.9% | 減碼 |
| Elmwood Wealth Management, Inc. | 5,808 | $295.8 萬 | 1.32% | −329−5.4% | 減碼 |
| M Holdings Securities, Inc. | 5,810 | $295.9 萬 | 0.38% | +5,810 | 新進 |
| Sepio Capital, LP | 5,822 | $296.5 萬 | 0.27% | +20+0.3% | 加碼 |
| Cetera Trust Company, N.A | 5,835 | $297.2 萬 | 1.87% | −500−7.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,847 | $297.8 萬 | 0.09% | +335+6.1% | 加碼 |
| Gryphon Financial Partners LLC | 5,855 | $298.2 萬 | 0.45% | +841+16.8% | 加碼 |
| Northside Capital Management, LLC | 5,863 | $298.6 萬 | 0.51% | 00.0% | 不變 |
| Rossmore Private Capital | 5,880 | $299.4 萬 | 0.39% | −24−0.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,891 | $300.0 萬 | 0.88% | +208+3.7% | 加碼 |
| Gifford Fong Associates | 5,918 | $301.4 萬 | 0.80% | 00.0% | 不變 |
| Rothschild Investment LLC | 5,944 | $302.7 萬 | 0.21% | +1,560+35.6% | 加碼 |
| Affiance Financial, LLC | 5,968 | $304.0 萬 | 0.79% | −1,993−25.0% | 減碼 |
| Joel Isaacson & Co., LLC | 5,969 | $304.0 萬 | 0.16% | −54−0.9% | 減碼 |
| Fagan Associates, Inc. | 5,972 | $304.1 萬 | 0.53% | +87+1.5% | 加碼 |
| Steel Peak Wealth Management LLC | 5,979 | $304.5 萬 | 0.14% | +1,447+31.9% | 加碼 |
| Barings LLC | 6,006 | $305.9 萬 | 0.07% | −1,025−14.6% | 減碼 |
| Stablepoint Partners, LLC | 5,401 | $306.1 萬 | 0.59% | +424+8.5% | 加碼 |
| TrueMark Investments, LLC | 6,046 | $307.9 萬 | 1.05% | +2,193+56.9% | 加碼 |
| Modern Wealth Management, LLC | 6,069 | $309.0 萬 | 0.23% | +755+14.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,072 | $309.2 萬 | 0.44% | +63+1.0% | 加碼 |
| Brown Miller Wealth Management, LLC | 6,072 | $309.2 萬 | 1.28% | +156+2.6% | 加碼 |
| Fortis Group Advisors, LLC | 6,073 | $309.3 萬 | 0.61% | −3,835−38.7% | 減碼 |
| Norden Group LLC | 6,080 | $309.7 萬 | 0.63% | +820+15.6% | 加碼 |
| GLOBALT Investments LLC | 6,084 | $309.8 萬 | 0.12% | −226−3.6% | 減碼 |
| Renasant Bank | 6,089 | $310.1 萬 | 2.13% | −332−5.2% | 減碼 |
| L & S Advisors Inc | 6,092 | $310.2 萬 | 0.35% | +1,441+31.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 6,094 | $310.3 萬 | 0.10% | +541+9.7% | 加碼 |
| Murphy Pohlad Asset Management LLC | 6,109 | $311.1 萬 | 1.34% | −1,500−19.7% | 減碼 |
| First Horizon Advisors, Inc. | 6,139 | $312.7 萬 | 0.10% | −307−4.8% | 減碼 |
| Greenfield Savings Bank | 6,178 | $314.6 萬 | 1.62% | −38−0.6% | 減碼 |
| Harmony Asset Management LLC | 6,178 | $314.6 萬 | 1.32% | −180−2.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 6,216 | $316.6 萬 | 1.42% | +49+0.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 6,235 | $317.5 萬 | 0.37% | +202+3.3% | 加碼 |
| Davidson Capital Management Inc. | 6,239 | $317.7 萬 | 0.98% | +1,704+37.6% | 加碼 |
| Strategic Advisors LLC | 6,241 | $317.8 萬 | 0.62% | +5+0.1% | 加碼 |
| Somerset Trust Co | 6,299 | $320.8 萬 | 1.32% | +85+1.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,321 | $321.9 萬 | 0.33% | +80+1.3% | 加碼 |
| Berkshire Bank | 6,326 | $322.2 萬 | 0.81% | −395−5.9% | 減碼 |
| Harbour Investments, Inc. | 6,336 | $322.6 萬 | 0.11% | +89+1.4% | 加碼 |
| Insight Wealth Strategies, LLC | 6,342 | $323.0 萬 | 0.46% | +163+2.6% | 加碼 |
| Signet Investment Advisory Group, Inc. | 6,342 | $323.0 萬 | 1.73% | +416+7.0% | 加碼 |
| Centaurus Financial, Inc. | 6,343 | $323.0 萬 | 0.22% | +2,757+76.9% | 加碼 |
| Farmers National Bank | 6,351 | $323.4 萬 | 0.97% | +851+15.5% | 加碼 |
| Two Sigma Investments, LP | 6,354 | $323.6 萬 | 0.01% | −117,857−94.9% | 減碼 |
| M&R Capital Management Inc | 6,368 | $324.3 萬 | 0.77% | +228+3.7% | 加碼 |
| DF Dent & Co Inc | 6,372 | $324.5 萬 | 0.04% | −275−4.1% | 減碼 |
| Foster & Motley Inc | 6,377 | $324.8 萬 | 0.22% | +24+0.4% | 加碼 |
| E Fund Management Co., Ltd. | 6,381 | $325.0 萬 | 0.18% | −2,327−26.7% | 減碼 |
| Brady Family Wealth, LLC | 6,396 | $325.7 萬 | 1.05% | +38+0.6% | 加碼 |
| Wunderlich Capital Managemnt | 6,405 | $326.2 萬 | 1.46% | +332+5.5% | 加碼 |
| Smithfield Trust Co | 6,390 | $326.6 萬 | 0.17% | +146+2.3% | 加碼 |
| Financial Advisory Partners, LLC | 6,415 | $326.7 萬 | 1.22% | −150−2.3% | 減碼 |
| Gsa Capital Partners LLP | 6,418 | $326.8 萬 | 0.23% | +3,273+104.1% | 加碼 |
| Capital Asset Advisory Services LLC | 6,659 | $327.7 萬 | 0.18% | −466−6.5% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,439 | $327.9 萬 | 0.51% | +4,439+222.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 6,450 | $328.5 萬 | 0.82% | −69−1.1% | 減碼 |
| Buckingham Strategic Partners | 6,474 | $329.7 萬 | 0.09% | −3,582−35.6% | 減碼 |
| Joseph Group Capital Management | 6,491 | $330.6 萬 | 1.72% | +761+13.3% | 加碼 |
| KP Management LLC | 6,500 | $331.0 萬 | 1.25% | +1,500+30.0% | 加碼 |
| Bay Rivers Group | 6,503 | $331.2 萬 | 1.72% | +143+2.2% | 加碼 |
| Concord Asset Management, LLC | 6,554 | $333.8 萬 | 0.83% | +733+12.6% | 加碼 |
| Concord Wealth Partners | 6,584 | $335.3 萬 | 0.59% | +644+10.8% | 加碼 |
| Jessup Wealth Management, Inc | 6,584 | $335.3 萬 | 1.43% | +188+2.9% | 加碼 |
| Westover Capital Advisors, LLC | 6,605 | $336.4 萬 | 0.87% | −644−8.9% | 減碼 |
| AdvisorNet Financial, Inc | 6,615 | $336.9 萬 | 0.31% | +648+10.9% | 加碼 |
| Pathway Financial Advisers, LLC | 6,718 | $337.2 萬 | 1.21% | +230+3.5% | 加碼 |
| Royal Capital Wealth Management, LLC | 6,631 | $337.7 萬 | 2.54% | −35−0.5% | 減碼 |
| Costello Asset Management, INC | 6,648 | $338.6 萬 | 2.52% | −420−5.9% | 減碼 |
| Occidental Asset Management, LLC | 6,669 | $339.6 萬 | 0.60% | +376+6.0% | 加碼 |
| RiverPark Advisors, LLC | 6,673 | $339.8 萬 | 2.81% | −18−0.3% | 減碼 |
| Sugarloaf Wealth Management, LLC | 6,674 | $339.9 萬 | 0.69% | +131+2.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 6,691 | $340.8 萬 | 0.36% | −1,250−15.7% | 減碼 |
| Dover Advisors, LLC | 6,700 | $341.2 萬 | 2.11% | +321+5.0% | 加碼 |
| International Assets Investment Management, LLC | 6,712 | $341.8 萬 | 0.32% | −350−5.0% | 減碼 |
| Parisi Gray Wealth Management | 6,726 | $342.5 萬 | 1.23% | +42+0.6% | 加碼 |
| Clarius Group, LLC | 6,750 | $343.7 萬 | 0.24% | −863−11.3% | 減碼 |
| Nilsine Partners, LLC | 6,757 | $344.1 萬 | 0.46% | −812−10.7% | 減碼 |
| Kovack Advisors, Inc. | 6,772 | $344.9 萬 | 0.38% | +289+4.5% | 加碼 |
| StoneX Group Inc. | 6,775 | $345.0 萬 | 0.28% | +1,075+18.9% | 加碼 |
| Forum Financial Management, LP | 6,788 | $345.7 萬 | 0.06% | −104−1.5% | 減碼 |
| Ronald Blue Trust, Inc. | 7,000 | $346.3 萬 | 0.05% | +2,035+41.0% | 加碼 |
| Paragon Advisors, LLC | 6,805 | $346.6 萬 | 1.26% | −111−1.6% | 減碼 |
| Bollard Group LLC | 6,816 | $347.1 萬 | 0.10% | +104+1.5% | 加碼 |
| Dohj, LLC | 6,820 | $347.3 萬 | 0.87% | +830+13.9% | 加碼 |
| Templeton & Phillips Capital Management, LLC | 6,831 | $347.9 萬 | 3.09% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 6,833 | $348.0 萬 | 0.21% | +10+0.1% | 加碼 |
| Mattern Wealth Management LLC | 6,843 | $348.5 萬 | 0.84% | −1,726−20.1% | 減碼 |
| Hilltop Holdings Inc. | 6,906 | $351.7 萬 | 0.41% | +332+5.1% | 加碼 |
| Avestar Capital, LLC | 6,918 | $352.3 萬 | 0.39% | −55−0.8% | 減碼 |
| Daymark Wealth Partners, LLC | 116,703 | $352.4 萬 | 0.16% | −821−0.7% | 減碼 |
| Grove Bank & Trust | 6,934 | $353.1 萬 | 0.57% | +153+2.3% | 加碼 |
| Harrell Investment Partners, LLC | 6,938 | $353.3 萬 | 1.03% | −49−0.7% | 減碼 |
| JB Capital LLC | 6,965 | $354.8 萬 | 0.22% | +257+3.8% | 加碼 |
| Valmark Advisers, Inc. | 6,970 | $354.9 萬 | 0.06% | +252+3.8% | 加碼 |
| Aquatic Capital Management LLC | 7,002 | $356.6 萬 | 0.13% | −117,118−94.4% | 減碼 |
| Atomi Financial Group, Inc. | 7,046 | $358.8 萬 | 0.27% | +1,148+19.5% | 加碼 |