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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 15,244 | $776.3 萬 | 0.54% | +309+2.1% | 加碼 |
| Lester Murray Antman dba SimplyRich | 15,199 | $774.0 萬 | 2.45% | +10.0% | 加碼 |
| Zions Bancorporation, N.A. | 15,147 | $771.4 萬 | 0.62% | −1,488−8.9% | 減碼 |
| Sigma Investment Counselors Inc | 15,140 | $771.0 萬 | 0.48% | +12+0.1% | 加碼 |
| Consolidated Investment Group LLC | 15,135 | $770.7 萬 | 1.20% | −1,400−8.5% | 減碼 |
| Spirepoint Private Client, LLC | 15,103 | $769.1 萬 | 1.09% | +319+2.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 15,102 | $769.1 萬 | 0.69% | +646+4.5% | 加碼 |
| Wright Investors Service Inc | 15,099 | $768.9 萬 | 2.03% | −278−1.8% | 減碼 |
| Valeo Financial Advisors, LLC | 15,064 | $767.2 萬 | 0.24% | +1,246+9.0% | 加碼 |
| Meeder Advisory Services, Inc. | 15,004 | $764.1 萬 | 0.54% | +3,777+33.6% | 加碼 |
| Diversify Wealth Management, LLC | 13,388 | $763.0 萬 | 0.95% | +13,388 | 新進 |
| Asio Capital, LLC | 14,962 | $762.0 萬 | 1.56% | +64+0.4% | 加碼 |
| Brown Shipley& Co Ltd | 14,948 | $761.2 萬 | 3.43% | −1,869−11.1% | 減碼 |
| Sigma Planning Corp | 14,928 | $760.2 萬 | 0.24% | −935−5.9% | 減碼 |
| Schnieders Capital Management LLC | 14,918 | $759.7 萬 | 1.53% | −1,095−6.8% | 減碼 |
| Timber Creek Capital Management LLC | 14,892 | $758.4 萬 | 2.29% | −1,502−9.2% | 減碼 |
| Bellecapital International Ltd. | 14,891 | $758.3 萬 | 1.61% | +536+3.7% | 加碼 |
| Thompson Investment Management, Inc. | 14,779 | $752.6 萬 | 1.16% | +432+3.0% | 加碼 |
| Empire Life Investments Inc. | 14,778 | $752.6 萬 | 0.47% | −439−2.9% | 減碼 |
| Nemes Rush Group LLC | 14,770 | $752.2 萬 | 1.03% | +333+2.3% | 加碼 |
| Ballast, Inc. | 14,768 | $752.1 萬 | 2.31% | +13+0.1% | 加碼 |
| Meritage Portfolio Management | 14,759 | $751.6 萬 | 0.47% | −139−0.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 14,749 | $751.1 萬 | 0.53% | +14,725+61,354.2% | 加碼 |
| Burns J W & Co Inc | 14,715 | $749.4 萬 | 1.01% | −30.0% | 減碼 |
| NorthRock Partners, LLC | 14,710 | $749.1 萬 | 0.28% | +1,758+13.6% | 加碼 |
| Qube Research & Technologies Ltd | 14,703 | $748.8 萬 | 0.01% | −682,222−97.9% | 減碼 |
| Kidder Stephen W | 14,693 | $748.3 萬 | 2.34% | +777+5.6% | 加碼 |
| MainStreet Investment Advisors LLC | 14,682 | $747.7 萬 | 0.91% | −1,312−8.2% | 減碼 |
| Spinnaker Trust | 14,664 | $746.8 萬 | 0.48% | +427+3.0% | 加碼 |
| Highland Capital Management, LLC | 14,621 | $744.6 萬 | 0.44% | −1,638−10.1% | 減碼 |
| Coastline Trust Co | 14,527 | $739.8 萬 | 0.87% | −629−4.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 14,508 | $738.8 萬 | 0.38% | −120−0.8% | 減碼 |
| Checchi Capital Advisers, LLC | 14,494 | $738.1 萬 | 0.58% | −605−4.0% | 減碼 |
| Buckhead Capital Management LLC | 14,486 | $737.7 萬 | 2.50% | +61+0.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 14,309 | $728.7 萬 | 0.28% | +736+5.4% | 加碼 |
| Telos Capital Management, Inc. | 14,280 | $727.2 萬 | 0.81% | −275−1.9% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 14,238 | $725.1 萬 | 4.36% | −652−4.4% | 減碼 |
| Ocean Capital Management, LLC | 14,226 | $724.5 萬 | 2.40% | −336−2.3% | 減碼 |
| First Hawaiian Bank | 14,160 | $721.1 萬 | 0.24% | −2,806−16.5% | 減碼 |
| Naples Global Advisors, LLC | 14,084 | $717.3 萬 | 0.72% | +504+3.7% | 加碼 |
| Vanguard Capital Wealth Advisors | 14,063 | $716.2 萬 | 4.84% | +140+1.0% | 加碼 |
| Paradigm Financial Partners, LLC | 14,026 | $714.3 萬 | 1.06% | +696+5.2% | 加碼 |
| Cape Cod Five Cents Savings Bank | 14,020 | $714.0 萬 | 0.69% | +284+2.1% | 加碼 |
| Liberty Capital Management, Inc. | 13,999 | $712.9 萬 | 1.69% | +109+0.8% | 加碼 |
| Tradewinds, LLC. | 13,974 | $711.7 萬 | 2.19% | −12,294−46.8% | 減碼 |
| Buck Wealth Strategies, LLC | 13,965 | $711.2 萬 | 2.10% | +13,965 | 新進 |
| Verition Fund Management LLC | 13,953 | $710.6 萬 | 0.05% | −159−1.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 13,877 | $706.7 萬 | 0.69% | −495−3.4% | 減碼 |
| Duncker Streett & Co Inc | 13,868 | $706.2 萬 | 1.36% | −164−1.2% | 減碼 |
| Resources Management Corp | 13,839 | $704.8 萬 | 1.03% | +563+4.2% | 加碼 |
| Community Bank & Trust, Waco, Texas | 13,810 | $703.3 萬 | 1.76% | +26+0.2% | 加碼 |
| Harbour Trust & Investment Management Co | 13,809 | $703.2 萬 | 0.84% | +1,561+12.7% | 加碼 |
| Syon Capital LLC | 13,806 | $703.1 萬 | 0.65% | +951+7.4% | 加碼 |
| Fulton Bank, N.A. | 13,683 | $696.8 萬 | 0.28% | +651+5.0% | 加碼 |
| CMH Wealth Management LLC | 13,679 | $696.6 萬 | 1.71% | +295+2.2% | 加碼 |
| Eagle Capital Management, LLC | 13,604 | $692.8 萬 | 3.05% | −217−1.6% | 減碼 |
| Simplify Asset Management Inc. | 13,600 | $692.6 萬 | 0.61% | +11,700+615.8% | 加碼 |
| Tritonpoint Wealth, LLC | 13,592 | $692.2 萬 | 0.67% | +1,070+8.5% | 加碼 |
| Granite Investment Partners, LLC | 13,566 | $690.9 萬 | 0.29% | −943−6.5% | 減碼 |
| Perigon Wealth Management, LLC | 13,557 | $690.5 萬 | 0.20% | −293−2.1% | 減碼 |
| GYL Financial Synergies, LLC | 13,434 | $684.1 萬 | 0.53% | +110+0.8% | 加碼 |
| IFP Advisors, Inc | 13,278 | $676.2 萬 | 0.27% | +454+3.5% | 加碼 |
| Harbour Capital Advisors, LLC | 13,669 | $676.1 萬 | 1.60% | +54+0.4% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 13,256 | $675.1 萬 | 0.43% | +13,256 | 新進 |
| Sandy Spring Bank | 13,252 | $674.9 萬 | 0.30% | −79−0.6% | 減碼 |
| Sky Investment Group LLC | 13,234 | $674.0 萬 | 1.29% | −17−0.1% | 減碼 |
| Capital Investment Counsel, LLC | 13,178 | $671.1 萬 | 1.32% | +1,571+13.5% | 加碼 |
| Northern Oak Wealth Management Inc | 13,117 | $668.0 萬 | 0.80% | −1,586−10.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 13,070 | $665.6 萬 | 1.19% | +465+3.7% | 加碼 |
| Ritholtz Wealth Management | 13,052 | $664.7 萬 | 0.22% | −2,859−18.0% | 減碼 |
| Canal Capital Management, LLC | 13,051 | $664.6 萬 | 1.13% | +467+3.7% | 加碼 |
| SlateStone Wealth, LLC | 13,034 | $663.8 萬 | 0.72% | +688+5.6% | 加碼 |
| HBK Sorce Advisory LLC | 13,028 | $663.5 萬 | 0.23% | −1,230−8.6% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $662.0 萬 | 1.51% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 12,998 | $661.9 萬 | 2.27% | −3,000−18.8% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,975 | $660.8 萬 | 1.83% | −131−1.0% | 減碼 |
| Ulland Investment Advisors, LLC | 12,815 | $652.6 萬 | 4.54% | −191−1.5% | 減碼 |
| Charter Trust Co | 12,793 | $651.5 萬 | 0.43% | −92−0.7% | 減碼 |
| Lee Danner & Bass Inc | 12,781 | $650.9 萬 | 0.50% | +12,781 | 新進 |
| Eisler Capital (UK) Ltd. | 12,759 | $649.8 萬 | 2.11% | −22,175−63.5% | 減碼 |
| Independent Financial Group, LLC | 12,744 | $649.1 萬 | 0.26% | +2,725+27.2% | 加碼 |
| West Family Investments, Inc. | 12,734 | $648.5 萬 | 1.94% | −319−2.4% | 減碼 |
| Laurion Capital Management LP | 12,698 | $646.7 萬 | 0.21% | +12,698 | 新進 |
| Capital Planning Advisors, LLC | 12,649 | $644.2 萬 | 1.10% | +135+1.1% | 加碼 |
| First Interstate Bank | 12,644 | $643.9 萬 | 0.43% | −639−4.8% | 減碼 |
| Gotham Asset Management, LLC | 12,615 | $642.4 萬 | 0.08% | −3,626−22.3% | 減碼 |
| Great Lakes Retirement, Inc. | 12,587 | $641.0 萬 | 0.88% | +274+2.2% | 加碼 |
| GPM Growth Investors, Inc. | 12,557 | $639.5 萬 | 2.72% | +12,557 | 新進 |
| Warren Averett Asset Management, LLC | 12,553 | $639.3 萬 | 0.13% | +1,360+12.2% | 加碼 |
| Weatherly Asset Management L. P. | 12,527 | $638.0 萬 | 0.58% | −552−4.2% | 減碼 |
| Whalerock Point Partners, LLC | 12,442 | $633.6 萬 | 1.70% | +352+2.9% | 加碼 |
| Lindbrook Capital, LLC | 12,423 | $632.7 萬 | 0.59% | −1,271−9.3% | 減碼 |
| Merit Financial Group, LLC | 12,412 | $632.1 萬 | 0.14% | +607+5.1% | 加碼 |
| HGK Asset Management Inc | 12,402 | $631.6 萬 | 1.22% | −353−2.8% | 減碼 |
| Little House Capital LLC | 12,377 | $630.3 萬 | 1.97% | +782+6.7% | 加碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $630.2 萬 | 0.20% | 00.0% | 不變 |
| Field & Main Bank | 12,375 | $630.2 萬 | 2.36% | −204−1.6% | 減碼 |
| Lincoln Capital Corp | 12,360 | $629.5 萬 | 2.70% | −5,351−30.2% | 減碼 |
| Asset Planning Services Inc | 12,315 | $627.2 萬 | 3.31% | −445−3.5% | 減碼 |
| Bayesian Capital Management, LP | 12,300 | $626.4 萬 | 0.72% | +12,300 | 新進 |