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 |
|---|---|---|---|---|---|
| GDS Wealth Management | 19,778 | $1,007 萬 | 1.10% | +3,635+22.5% | 加碼 |
| KCM Investment Advisors LLC | 19,722 | $1,004 萬 | 0.36% | −184−0.9% | 減碼 |
| Stokes Capital Advisors, LLC | 19,716 | $1,004 萬 | 2.79% | +510+2.7% | 加碼 |
| Incline Global Management LLC | 19,715 | $1,004 萬 | 4.14% | −10,311−34.3% | 減碼 |
| First National Bank of Omaha | 19,709 | $1,004 萬 | 0.66% | +4,654+30.9% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,700 | $1,003 萬 | 2.67% | 00.0% | 不變 |
| Motco | 19,666 | $1,002 萬 | 0.59% | +665+3.5% | 加碼 |
| Tran Capital Management, L.P. | 19,469 | $991.5 萬 | 1.15% | +4,660+31.5% | 加碼 |
| Ascent Wealth Partners, LLC | 19,460 | $991.0 萬 | 1.45% | +17+0.1% | 加碼 |
| Caldwell Trust Co | 19,394 | $987.7 萬 | 1.09% | +235+1.2% | 加碼 |
| James Investment Research Inc | 19,341 | $985.0 萬 | 1.17% | −2,835−12.8% | 減碼 |
| Eldred Rock Partners, LLC | 19,306 | $983.2 萬 | 4.11% | +19,306 | 新進 |
| Fulcrum Capital LLC | 19,296 | $982.7 萬 | 2.24% | +515+2.7% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 19,275 | $981.6 萬 | 2.95% | +3,653+23.4% | 加碼 |
| EFG Asset Management (Americas) Corp. | 19,177 | $976.6 萬 | 1.91% | +5,680+42.1% | 加碼 |
| LGT Group Foundation | 19,029 | $969.1 萬 | 0.15% | −1,521−7.4% | 減碼 |
| Mattern Capital Management, LLC | 19,007 | $968.0 萬 | 1.34% | +77+0.4% | 加碼 |
| Soltis Investment Advisors LLC | 18,920 | $963.5 萬 | 1.02% | +3,910+26.0% | 加碼 |
| Forbes J M & Co LLP | 18,910 | $963.0 萬 | 0.99% | +466+2.5% | 加碼 |
| Ossiam | 18,863 | $960.6 萬 | 0.18% | −101,540−84.3% | 減碼 |
| Pitcairn Co | 18,860 | $960.5 萬 | 0.59% | +1,413+8.1% | 加碼 |
| Massachusetts Financial Services Co | 18,843 | $959.6 萬 | 0.00% | −11,196−37.3% | 減碼 |
| Jupiter Asset Management Ltd | 18,838 | $959.3 萬 | 0.09% | −5,006−21.0% | 減碼 |
| Global Retirement Partners, LLC | 18,816 | $958.2 萬 | 0.30% | +2,630+16.2% | 加碼 |
| Exchange Traded Concepts, LLC | 18,806 | $957.7 萬 | 0.24% | +1,043+5.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 18,796 | $957.2 萬 | 0.61% | +2,128+12.8% | 加碼 |
| Boothbay Fund Management, LLC | 18,739 | $954.3 萬 | 0.31% | +6,546+53.7% | 加碼 |
| Venture Visionary Partners LLC | 18,695 | $952.3 萬 | 0.44% | +748+4.2% | 加碼 |
| Prospera Financial Services Inc | 18,527 | $944.4 萬 | 0.26% | +326+1.8% | 加碼 |
| Profund Advisors LLC | 18,454 | $939.8 萬 | 0.35% | −324−1.7% | 減碼 |
| Americana Partners, LLC | 18,393 | $936.7 萬 | 0.74% | +49+0.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 18,033 | $918.3 萬 | 0.68% | +2,031+12.7% | 加碼 |
| Great Waters Wealth Management | 18,000 | $916.7 萬 | 1.40% | −634−3.4% | 減碼 |
| Guardian Capital Advisors LP | 18,242 | $913.8 萬 | 0.97% | −366−2.0% | 減碼 |
| FourThought Financial Partners, LLC | 17,939 | $913.6 萬 | 1.18% | +945+5.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 17,926 | $912.9 萬 | 2.37% | −128−0.7% | 減碼 |
| Central Bank & Trust Co | 17,920 | $912.6 萬 | 1.27% | −83−0.5% | 減碼 |
| Atlantic Union Bankshares Corp | 17,891 | $911.1 萬 | 0.57% | −396−2.2% | 減碼 |
| Davis-Rea Ltd. | 17,842 | $908.6 萬 | 4.54% | −2,436−12.0% | 減碼 |
| Citizens National Bank Trust Department | 17,829 | $908.0 萬 | 2.02% | −135−0.8% | 減碼 |
| RNC Capital Management LLC | 17,828 | $907.9 萬 | 0.50% | +1,272+7.7% | 加碼 |
| AlTi Global, Inc. | 17,744 | $903.6 萬 | 0.24% | −2,277−11.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 17,738 | $903.3 萬 | 0.30% | +465+2.7% | 加碼 |
| Bank of Nova Scotia Trust Co | 17,708 | $901.8 萬 | 1.01% | +488+2.8% | 加碼 |
| Estabrook Capital Management | 17,706 | $901.7 萬 | 1.39% | −157−0.9% | 減碼 |
| Fundamentun, LLC | 17,665 | $899.6 萬 | 0.75% | +1,326+8.1% | 加碼 |
| Biondo Investment Advisors, LLC | 17,656 | $899.1 萬 | 1.33% | +396+2.3% | 加碼 |
| Evergreen Capital Management LLC | 17,644 | $898.5 萬 | 0.33% | +1,259+7.7% | 加碼 |
| Morse Asset Management, Inc | 17,631 | $897.9 萬 | 2.18% | −891−4.8% | 減碼 |
| Leuthold Group, LLC | 17,547 | $893.6 萬 | 1.03% | −7,612−30.3% | 減碼 |
| Core Alternative Capital | 17,476 | $890.0 萬 | 1.78% | −10,815−38.2% | 減碼 |
| Chronos Wealth Management, LLC | 17,463 | $889.3 萬 | 4.94% | +424+2.5% | 加碼 |
| Security National Bank | 17,427 | $887.5 萬 | 1.29% | +50+0.3% | 加碼 |
| Elk River Wealth Management, LLC | 17,281 | $880.1 萬 | 1.72% | −63−0.4% | 減碼 |
| Stonegate Investment Group, LLC | 17,243 | $878.1 萬 | 0.25% | −488−2.8% | 減碼 |
| Montag & Caldwell, LLC | 17,217 | $876.8 萬 | 1.77% | −4,661−21.3% | 減碼 |
| Ostrum Asset Management | 17,183 | $875.1 萬 | 0.76% | −1,155−6.3% | 減碼 |
| Veriti Management LLC | 17,178 | $874.8 萬 | 0.54% | +3,358+24.3% | 加碼 |
| Summit Global Investments | 17,120 | $871.8 萬 | 0.59% | +5,957+53.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 17,041 | $867.8 萬 | 0.58% | +5,313+45.3% | 加碼 |
| GHP Investment Advisors, Inc. | 16,932 | $862.3 萬 | 0.43% | +219+1.3% | 加碼 |
| Unison Asset Management LLC | 16,911 | $861.2 萬 | 4.36% | +2,502+17.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 16,898 | $860.5 萬 | 0.80% | −407−2.4% | 減碼 |
| AMG National Trust Bank | 16,895 | $860.4 萬 | 0.23% | +1,383+8.9% | 加碼 |
| Ledyard National Bank | 16,831 | $857.1 萬 | 0.83% | +732+4.5% | 加碼 |
| SYSTM Wealth Solutions LLC | 16,813 | $856.2 萬 | 1.91% | −904−5.1% | 減碼 |
| Avitas Wealth Management LLC | 16,806 | $855.9 萬 | 1.25% | −226−1.3% | 減碼 |
| Tradition Wealth Management, LLC | 16,780 | $854.5 萬 | 0.83% | +154+0.9% | 加碼 |
| American Trust | 16,730 | $852.0 萬 | 0.70% | −744−4.3% | 減碼 |
| Verdence Capital Advisors LLC | 16,718 | $851.4 萬 | 0.76% | +134+0.8% | 加碼 |
| Bulltick Wealth Management, LLC | 16,717 | $851.3 萬 | 2.38% | +5,111+44.0% | 加碼 |
| Blue Edge Capital, LLC | 16,634 | $847.1 萬 | 1.40% | −28−0.2% | 減碼 |
| Stolper Co | 16,563 | $843.5 萬 | 2.97% | +248+1.5% | 加碼 |
| Ballentine Partners, LLC | 16,522 | $841.4 萬 | 0.16% | −2,981−15.3% | 減碼 |
| Puzo Michael J | 16,514 | $841.0 萬 | 2.33% | +957+6.2% | 加碼 |
| Olstein Capital Management, L.P. | 16,500 | $840.3 萬 | 1.49% | +2,000+13.8% | 加碼 |
| Winmill & Co. Inc | 16,475 | $839.0 萬 | 2.86% | 00.0% | 不變 |
| Fragasso Group Inc. | 16,421 | $836.3 萬 | 0.69% | +482+3.0% | 加碼 |
| Silicon Valley Capital Partners | 16,403 | $835.3 萬 | 1.15% | +1,936+13.4% | 加碼 |
| AIA Group Ltd | 16,401 | $835.2 萬 | 0.24% | +621+3.9% | 加碼 |
| Burt Wealth Advisors | 16,368 | $833.6 萬 | 2.20% | −957−5.5% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 16,231 | $826.6 萬 | 1.99% | +2,004+14.1% | 加碼 |
| Blue Fin Capital, Inc. | 16,193 | $824.7 萬 | 1.65% | +259+1.6% | 加碼 |
| Goelzer Investment Management, Inc. | 16,171 | $823.5 萬 | 0.46% | −2,147−11.7% | 減碼 |
| Red Door Wealth Management, LLC | 16,143 | $822.1 萬 | 1.45% | +1,064+7.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,134 | $821.6 萬 | 0.85% | +994+6.6% | 加碼 |
| Savant Capital, LLC | 16,052 | $817.5 萬 | 0.08% | −1,208−7.0% | 減碼 |
| Busey Wealth Management | 15,986 | $814.1 萬 | 0.28% | −526−3.2% | 減碼 |
| Alapocas Investment Partners, Inc. | 15,980 | $813.8 萬 | 4.84% | +671+4.4% | 加碼 |
| Griffin Asset Management, Inc. | 15,975 | $813.5 萬 | 0.94% | +520+3.4% | 加碼 |
| Marietta Wealth Management, LLC | 15,937 | $811.6 萬 | 1.27% | +596+3.9% | 加碼 |
| BTC Capital Management, Inc. | 15,788 | $804.0 萬 | 0.75% | −34−0.2% | 減碼 |
| Picton Mahoney Asset Management | 15,775 | $803.4 萬 | 0.34% | −2,155−12.0% | 減碼 |
| Hilton Capital Management, LLC | 15,591 | $794.0 萬 | 0.67% | +548+3.6% | 加碼 |
| Rothschild Capital Partners, LLC | 15,482 | $788.4 萬 | 2.25% | 00.0% | 不變 |
| Alley Investment Management Company, LLC | 15,442 | $786.4 萬 | 1.07% | +89+0.6% | 加碼 |
| Colonial Trust Co | 15,392 | $783.8 萬 | 1.38% | +698+4.8% | 加碼 |
| Essex Financial Services, Inc. | 13,804 | $781.7 萬 | 0.58% | +2,659+23.9% | 加碼 |
| Davy Global Fund Management Ltd | 15,344 | $781.4 萬 | 0.89% | +33+0.2% | 加碼 |
| SOL Capital Management CO | 15,318 | $780.1 萬 | 0.94% | +815+5.6% | 加碼 |