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 | 3,054 | $2,024 億 |
| 2025 年第 4 季 | 3,311 | $2,482 億 |
| 2025 年第 3 季 | 3,168 | $2,535 億 |
| 2025 年第 2 季 | 3,185 | $2,411 億 |
| 2025 年第 1 季 | 3,613 | $4,243 億 |
| 2024 年第 4 季 | 3,684 | $4,095 億 |
| 2024 年第 3 季 | 3,476 | $4,746 億 |
| 2024 年第 2 季 | 3,406 | $4,119 億 |
| 2024 年第 1 季 | 3,384 | $3,989 億 |
| 2023 年第 4 季 | 3,421 | $4,280 億 |
| 2023 年第 3 季 | 3,144 | $4,075 億 |
| 2023 年第 2 季 | 3,136 | $3,884 億 |
| 2023 年第 1 季 | 3,114 | $3,836 億 |
| 2022 年第 4 季 | 3,159 | $4,342 億 |
| 2022 年第 3 季 | 2,998 | $4,135 億 |
| 2022 年第 2 季 | 2,964 | $4,220 億 |
| 2022 年第 1 季 | 2,965 | $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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 10,071 | $512.9 萬 | 0.36% | −103−1.0% | 減碼 |
| Commonwealth Retirement Investments LLC | 10,100 | $514.4 萬 | 2.36% | +3,824+60.9% | 加碼 |
| SageView Advisory Group, LLC | 10,102 | $514.4 萬 | 0.24% | +282+2.9% | 加碼 |
| Van Den Berg Management I, Inc | 10,159 | $517.4 萬 | 1.54% | +4,245+71.8% | 加碼 |
| Equitable Trust Co | 10,185 | $518.7 萬 | 0.36% | +1,587+18.5% | 加碼 |
| GAMMA Investing LLC | 10,206 | $519.8 萬 | 0.71% | +4,897+92.2% | 加碼 |
| Transcend Wealth Collective, LLC | 10,212 | $520.1 萬 | 0.38% | +948+10.2% | 加碼 |
| Qtron Investments LLC | 10,241 | $521.5 萬 | 0.75% | 00.0% | 不變 |
| Horizon Investments, LLC | 10,248 | $521.9 萬 | 0.14% | −10,456−50.5% | 減碼 |
| William B. Walkup & Associates, Inc. | 10,256 | $522.3 萬 | 3.42% | +10,256 | 新進 |
| Trinity Legacy Partners, LLC | 10,273 | $523.2 萬 | 1.49% | +163+1.6% | 加碼 |
| Cypress Capital Group | 10,277 | $523.4 萬 | 0.63% | +533+5.5% | 加碼 |
| Peloton Wealth Strategists | 10,283 | $523.7 萬 | 2.15% | −210−2.0% | 減碼 |
| Engineers Gate Manager LP | 10,309 | $525.0 萬 | 0.12% | −14,582−58.6% | 減碼 |
| First Trust Investment Solutions L.P. | 10,353 | $527.2 萬 | 0.74% | +294+2.9% | 加碼 |
| Bank of New Hampshire | 10,387 | $529.0 萬 | 1.38% | −54−0.5% | 減碼 |
| Change Path, LLC | 10,391 | $529.2 萬 | 0.27% | −4,242−29.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 10,424 | $530.9 萬 | 0.40% | +2,442+30.6% | 加碼 |
| Diversify Advisory Services, LLC | 10,790 | $531.0 萬 | 0.29% | −1,348−11.1% | 減碼 |
| PFG Advisors | 10,449 | $532.1 萬 | 0.36% | +263+2.6% | 加碼 |
| Carderock Capital Management Inc | 10,450 | $532.2 萬 | 1.39% | −62−0.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 10,468 | $533.1 萬 | 0.04% | −7,619−42.1% | 減碼 |
| Cypress Asset Management Inc | 10,312 | $535.6 萬 | 1.38% | +194+1.9% | 加碼 |
| Northeast Financial Consultants Inc | 10,537 | $536.6 萬 | 0.25% | −103−1.0% | 減碼 |
| Trust Asset Management LLC | 10,545 | $537.0 萬 | 0.45% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 10,562 | $537.9 萬 | 1.86% | −357−3.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 10,569 | $538.2 萬 | 0.60% | +2,074+24.4% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 10,624 | $541.1 萬 | 1.38% | +3,924+58.6% | 加碼 |
| Round Rock Advisors, LLC | 10,657 | $542.7 萬 | 1.32% | +426+4.2% | 加碼 |
| Rench Wealth Management, Inc. | 10,750 | $547.5 萬 | 1.96% | +346+3.3% | 加碼 |
| Pearl River Capital, LLC | 10,791 | $549.5 萬 | 0.87% | +10,791 | 新進 |
| Eagle Rock Investment Company, LLC | 10,795 | $549.8 萬 | 0.99% | +1,178+12.2% | 加碼 |
| J. W. Coons Advisors, LLC | 10,810 | $550.5 萬 | 1.33% | +124+1.2% | 加碼 |
| Sandhill Capital Partners LLC | 10,899 | $555.0 萬 | 0.43% | +71+0.7% | 加碼 |
| Csenge Advisory Group | 10,901 | $555.1 萬 | 0.32% | −159−1.4% | 減碼 |
| Ayrshire Capital Management LLC | 10,912 | $555.7 萬 | 2.83% | +184+1.7% | 加碼 |
| Simmons Bank | 10,933 | $556.8 萬 | 0.42% | +288+2.7% | 加碼 |
| West Branch Capital LLC | 10,970 | $558.7 萬 | 2.08% | +1,979+22.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 10,971 | $558.7 萬 | 3.84% | −2,033−15.6% | 減碼 |
| PKO Investment Management Joint-Stock Co | 10,989 | $559.6 萬 | 0.69% | −2,200−16.7% | 減碼 |
| Wedmont Private Capital | 10,941 | $559.7 萬 | 0.35% | +4,804+78.3% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 11,036 | $562.0 萬 | 1.88% | +3,528+47.0% | 加碼 |
| River Wealth Advisors LLC | 11,045 | $562.5 萬 | 0.81% | +567+5.4% | 加碼 |
| Gs Investments, Inc. | 11,064 | $563.4 萬 | 2.66% | −17−0.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 11,068 | $563.7 萬 | 0.81% | +361+3.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,129 | $565.8 萬 | 0.24% | −1,663−13.0% | 減碼 |
| Chatham Capital Group, Inc. | 11,113 | $565.9 萬 | 0.99% | +231+2.1% | 加碼 |
| Bristlecone Advisors, LLC | 11,124 | $566.5 萬 | 0.48% | −627−5.3% | 減碼 |
| Montag A & Associates Inc | 11,132 | $566.9 萬 | 0.29% | −149−1.3% | 減碼 |
| GeoWealth Management, LLC | 11,148 | $567.7 萬 | 0.25% | +1,599+16.7% | 加碼 |
| Mirador Capital Partners LP | 11,175 | $569.1 萬 | 1.07% | −509−4.4% | 減碼 |
| Acropolis Investment Management, LLC | 11,201 | $570.4 萬 | 0.36% | +187+1.7% | 加碼 |
| Capital Analysts, LLC | 11,242 | $572.5 萬 | 0.25% | +128+1.2% | 加碼 |
| JCIC Asset Management Inc. | 11,246 | $572.7 萬 | 2.36% | −21−0.2% | 減碼 |
| Saranac Partners Ltd | 11,251 | $573.0 萬 | 3.41% | −127−1.1% | 減碼 |
| DLK Investment Management, LLC | 11,274 | $574.1 萬 | 2.37% | +264+2.4% | 加碼 |
| D L Carlson Investment Group Inc | 11,370 | $579.0 萬 | 1.12% | −205−1.8% | 減碼 |
| Nations Financial Group Inc, | 11,390 | $580.1 萬 | 0.47% | +45+0.4% | 加碼 |
| Nikulski Financial, Inc. | 11,395 | $580.3 萬 | 1.85% | +13+0.1% | 加碼 |
| Lynch Asset Management, Inc. | 11,400 | $580.6 萬 | 2.48% | 00.0% | 不變 |
| Sowell Financial Services LLC | 11,435 | $582.4 萬 | 0.28% | −1,499−11.6% | 減碼 |
| Lountzis Asset Management, LLC | 11,440 | $582.6 萬 | 2.72% | −55−0.5% | 減碼 |
| Souders Financial Advisors | 11,461 | $583.7 萬 | 0.88% | +256+2.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 11,463 | $583.8 萬 | 0.49% | +11,463 | 新進 |
| Plancorp, LLC | 11,471 | $584.2 萬 | 0.25% | +23+0.2% | 加碼 |
| Keeler Thomas Management LLC | 11,490 | $585.1 萬 | 1.99% | +354+3.2% | 加碼 |
| Barbara Oil Co. | 11,500 | $585.6 萬 | 2.56% | 00.0% | 不變 |
| Symmetry Investments LP | 11,508 | $586.1 萬 | 0.73% | +1,900+19.8% | 加碼 |
| Quadrant Capital Group LLC | 11,509 | $586.1 萬 | 0.44% | +509+4.6% | 加碼 |
| Reliant Investment Management, LLC | 11,512 | $586.3 萬 | 2.76% | −21−0.2% | 減碼 |
| Atlantic Trust, LLC | 11,524 | $586.9 萬 | 1.46% | −349−2.9% | 減碼 |
| Trium Capital LLP | 11,531 | $587.2 萬 | 2.08% | −4,283−27.1% | 減碼 |
| Integrated Advisors Network LLC | 11,531 | $587.2 萬 | 0.30% | −7,275−38.7% | 減碼 |
| PFG Investments, LLC | 11,552 | $588.3 萬 | 0.42% | −1,320−10.3% | 減碼 |
| Legacy Advisors, LLC | 11,556 | $588.5 萬 | 0.72% | −527−4.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 11,578 | $589.6 萬 | 0.50% | +354+3.2% | 加碼 |
| Value Partners Investments Inc. | 11,597 | $590.4 萬 | 0.51% | +75+0.7% | 加碼 |
| NBC Securities, Inc. | 11,597 | $590.5 萬 | 0.54% | −153−1.3% | 減碼 |
| Waldron Private Wealth LLC | 11,616 | $591.6 萬 | 0.26% | +16+0.1% | 加碼 |
| Connecticut Wealth Management, LLC | 11,629 | $592.2 萬 | 0.31% | −636−5.2% | 減碼 |
| Dynasty Wealth Management, LLC | 11,645 | $593.0 萬 | 0.17% | +159+1.4% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 11,646 | $593.1 萬 | 1.14% | −2,120−15.4% | 減碼 |
| Rockline Wealth Management, LLC | 11,683 | $595.0 萬 | 1.84% | +375+3.3% | 加碼 |
| Wealthspire Advisors, LLC | 11,699 | $595.8 萬 | 0.08% | −531−4.3% | 減碼 |
| Zurich Insurance Group Ltd | 11,700 | $595.8 萬 | 0.05% | 00.0% | 不變 |
| Bogart Wealth, LLC | 11,715 | $596.6 萬 | 0.30% | −2,828−19.4% | 減碼 |
| City Holding Co | 11,741 | $597.9 萬 | 0.88% | +208+1.8% | 加碼 |
| Second Half Financial Partners, LLC | 11,830 | $602.5 萬 | 4.82% | +6,000+102.9% | 加碼 |
| Cornerstone Wealth Group, LLC | 11,831 | $602.5 萬 | 0.54% | +867+7.9% | 加碼 |
| Farther Finance Advisors, LLC | 12,199 | $603.4 萬 | 0.29% | +3,517+40.5% | 加碼 |
| Community Financial Services Group, LLC | 11,867 | $604.3 萬 | 1.30% | +774+7.0% | 加碼 |
| Monetary Management Group Inc | 11,883 | $605.2 萬 | 1.60% | −50−0.4% | 減碼 |
| Chicago Trust Co NA | 11,923 | $607.2 萬 | 1.23% | −586−4.7% | 減碼 |
| RBA Wealth Management, LLC | 11,941 | $608.1 萬 | 2.44% | +156+1.3% | 加碼 |
| Stiles Financial Services Inc | 11,975 | $610.2 萬 | 2.35% | +257+2.2% | 加碼 |
| Summit Trail Advisors, LLC | 12,008 | $611.5 萬 | 0.16% | +2,999+33.3% | 加碼 |
| Strategic Wealth Designers | 12,382 | $612.5 萬 | 0.77% | +12,382 | 新進 |
| Perkins Coie Trust Co | 12,082 | $615.3 萬 | 1.43% | −188−1.5% | 減碼 |
| Stamos Capital Partners, L.P. | 12,100 | $616.2 萬 | 1.31% | +1,960+19.3% | 加碼 |
| Proequities, Inc. | 12,114 | $616.9 萬 | 0.39% | −123−1.0% | 減碼 |