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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 10,185 | $518.7 萬 | 0.36% | +1,587+18.5% | 加碼 |
| Van Den Berg Management I, Inc | 10,159 | $517.4 萬 | 1.54% | +4,245+71.8% | 加碼 |
| SageView Advisory Group, LLC | 10,102 | $514.4 萬 | 0.24% | +282+2.9% | 加碼 |
| Commonwealth Retirement Investments LLC | 10,100 | $514.4 萬 | 2.36% | +3,824+60.9% | 加碼 |
| Legacy Private Trust Co. | 10,071 | $512.9 萬 | 0.36% | −103−1.0% | 減碼 |
| Trifecta Capital Advisors, LLC | 10,048 | $511.7 萬 | 1.13% | +106+1.1% | 加碼 |
| Allen Capital Group, LLC | 10,046 | $511.6 萬 | 0.72% | +789+8.5% | 加碼 |
| Kingsview Wealth Management, LLC | 10,045 | $511.5 萬 | 0.12% | −719−6.7% | 減碼 |
| S&T Bank | 10,041 | $511.4 萬 | 1.30% | −2,053−17.0% | 減碼 |
| Mirabaud & Cie SA | 10,016 | $510.1 萬 | 1.73% | −136−1.3% | 減碼 |
| FreeGulliver LLC | 10,014 | $510.0 萬 | 3.49% | +14+0.1% | 加碼 |
| Connable Office Inc | 10,010 | $509.8 萬 | 0.55% | −476−4.5% | 減碼 |
| Viking Fund Management LLC | 10,000 | $509.3 萬 | 0.91% | +6,000+150.0% | 加碼 |
| Fairhaven Wealth Management, LLC | 9,999 | $509.2 萬 | 1.69% | +65+0.7% | 加碼 |
| Cordatus Wealth Management LLC | 9,985 | $508.5 萬 | 1.91% | +49+0.5% | 加碼 |
| Arden Trust Co | 9,973 | $507.9 萬 | 0.71% | −427−4.1% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 9,972 | $507.8 萬 | 0.13% | +9,972 | 新進 |
| First Fiduciary Investment Counsel, Inc. | 9,967 | $507.6 萬 | 1.10% | +417+4.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 9,960 | $507.2 萬 | 0.26% | +1,283+14.8% | 加碼 |
| Plimoth Trust Co LLC | 9,943 | $506.4 萬 | 1.35% | +869+9.6% | 加碼 |
| Claro Advisors LLC | 9,940 | $506.2 萬 | 0.79% | −553−5.3% | 減碼 |
| Berkshire Asset Management LLC | 9,913 | $504.8 萬 | 0.25% | +401+4.2% | 加碼 |
| Weik Capital Management | 9,898 | $504.1 萬 | 2.16% | −240−2.4% | 減碼 |
| Whitford Management LLC | 9,860 | $502.1 萬 | 2.92% | +796+8.8% | 加碼 |
| Nelson Capital Management, LLC | 9,849 | $501.6 萬 | 0.89% | −2,995−23.3% | 減碼 |
| Ameritas Advisory Services, LLC | 9,798 | $499.0 萬 | 0.19% | +116+1.2% | 加碼 |
| Eclectic Associates Inc | 9,790 | $498.6 萬 | 2.22% | +12+0.1% | 加碼 |
| Solidarilty Wealth, LLC | 9,767 | $497.4 萬 | 1.51% | −50−0.5% | 減碼 |
| Mattson Financial Services, LLC | 9,758 | $496.9 萬 | 1.77% | +9,758 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 9,740 | $496.0 萬 | 0.01% | −43,013−81.5% | 減碼 |
| We Are One Seven, LLC | 9,706 | $494.3 萬 | 0.23% | +613+6.7% | 加碼 |
| Holderness Investments Co | 9,675 | $492.7 萬 | 1.16% | −48−0.5% | 減碼 |
| LexAurum Advisors, LLC | 9,654 | $491.6 萬 | 1.20% | −19−0.2% | 減碼 |
| Bray Capital Advisors | 9,642 | $491.0 萬 | 1.23% | +36+0.4% | 加碼 |
| Pinnacle Holdings, LLC | 9,606 | $489.2 萬 | 1.99% | −113−1.2% | 減碼 |
| Cigna Investments Inc | 9,600 | $488.8 萬 | 0.91% | −234−2.4% | 減碼 |
| Strategic Planning Group, LLC | 9,595 | $488.7 萬 | 1.07% | +3,499+57.4% | 加碼 |
| Constitution Capital LLC | 9,564 | $487.1 萬 | 2.57% | +795+9.1% | 加碼 |
| Arjuna Capital | 9,556 | $486.6 萬 | 1.31% | −6,789−41.5% | 減碼 |
| Union Heritage Capital, LLC | 9,478 | $482.7 萬 | 1.90% | 00.0% | 不變 |
| Investment House LLC | 9,475 | $482.5 萬 | 0.28% | −80−0.8% | 減碼 |
| HBW Advisory Services LLC | 9,431 | $480.3 萬 | 0.80% | +516+5.8% | 加碼 |
| Milestone Asset Management, LLC | 9,423 | $479.9 萬 | 1.20% | −3,737−28.4% | 減碼 |
| S.E.E.D. Planning Group LLC | 9,408 | $479.1 萬 | 1.74% | +747+8.6% | 加碼 |
| Compton Wealth Advisory Group, LLC | 9,404 | $478.9 萬 | 1.28% | +326+3.6% | 加碼 |
| Keebeck Wealth Management, LLC | 9,396 | $478.5 萬 | 0.70% | −191−2.0% | 減碼 |
| Tower View Investment Management & Research LLC | 9,363 | $476.8 萬 | 2.74% | −113−1.2% | 減碼 |
| GM Advisory Group, Inc. | 9,362 | $476.8 萬 | 0.31% | −3,247−25.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 9,345 | $475.9 萬 | 0.12% | +9,345 | 新進 |
| Portside Wealth Group, LLC | 9,345 | $475.9 萬 | 0.91% | −284−2.9% | 減碼 |
| Tranquility Partners, LLC | 9,316 | $475.0 萬 | 1.83% | −121−1.3% | 減碼 |
| Bryn Mawr Trust Co | 9,320 | $474.6 萬 | 0.18% | +98+1.1% | 加碼 |
| Legacy CG, LLC | 9,310 | $474.1 萬 | 1.61% | −274−2.9% | 減碼 |
| Financial Advisory Service, Inc. | 9,305 | $473.9 萬 | 0.41% | +272+3.0% | 加碼 |
| Moody National Bank Trust Division | 9,274 | $472.3 萬 | 0.37% | +175+1.9% | 加碼 |
| Intrust Bank NA | 9,229 | $470.0 萬 | 0.50% | −305−3.2% | 減碼 |
| MMBG Investment Advisors Co. | 9,223 | $469.7 萬 | 0.50% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 9,215 | $469.3 萬 | 1.02% | +557+6.4% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 9,186 | $467.8 萬 | 1.13% | −706−7.1% | 減碼 |
| Arkadios Wealth Advisors | 9,177 | $467.3 萬 | 0.32% | −235−2.5% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,152 | $466.1 萬 | 0.92% | +610+7.1% | 加碼 |
| Mechanics Bank Trust Department | 9,139 | $465.4 萬 | 0.67% | −514−5.3% | 減碼 |
| Pegasus Partners Ltd. | 9,137 | $465.3 萬 | 0.47% | −2,327−20.3% | 減碼 |
| Journey Advisory Group, LLC | 9,134 | $465.2 萬 | 0.56% | −60−0.7% | 減碼 |
| Lakeview Capital Partners, LLC | 9,366 | $463.3 萬 | 0.75% | 00.0% | 不變 |
| Delaney Dennis R | 9,096 | $463.2 萬 | 2.50% | +710+8.5% | 加碼 |
| Bond & Devick Financial Network, Inc. | 9,094 | $463.1 萬 | 2.48% | +30+0.3% | 加碼 |
| Fidelis Capital Partners, LLC | 8,155 | $461.6 萬 | 0.66% | +306+3.9% | 加碼 |
| Icon Advisers Inc | 9,319 | $461.0 萬 | 1.04% | 00.0% | 不變 |
| Centre Asset Management, LLC | 8,994 | $458.0 萬 | 1.05% | +196+2.2% | 加碼 |
| Vanderbilt University | 8,975 | $457.1 萬 | 0.96% | +2,334+35.1% | 加碼 |
| Martin Capital Partners, LLC | 8,933 | $454.9 萬 | 1.84% | −233−2.5% | 減碼 |
| Portfolio Design Labs, LLC | 8,926 | $454.6 萬 | 1.40% | +437+5.1% | 加碼 |
| Belpointe Asset Management LLC | 8,901 | $453.3 萬 | 0.32% | +242+2.8% | 加碼 |
| CTC Alternative Strategies, Ltd. | 8,895 | $453.0 萬 | 1.92% | +8,895 | 新進 |
| J.W. Cole Advisors, Inc. | 8,893 | $452.9 萬 | 0.21% | +3,672+70.3% | 加碼 |
| Secured Retirement Advisors, LLC | 8,886 | $452.5 萬 | 3.53% | +1,187+15.4% | 加碼 |
| Lindenwold Advisors | 8,870 | $451.7 萬 | 2.41% | −56−0.6% | 減碼 |
| RDA Financial Network | 8,866 | $451.5 萬 | 1.48% | +363+4.3% | 加碼 |
| Larson Financial Group LLC | 8,853 | $450.8 萬 | 0.31% | +348+4.1% | 加碼 |
| Institutional & Family Asset Management, LLC | 8,851 | $450.8 萬 | 0.69% | −52−0.6% | 減碼 |
| Inspire Trust Co, N.A. | 8,851 | $450.7 萬 | 1.49% | +5,884+198.3% | 加碼 |
| IHT Wealth Management, LLC | 8,813 | $449.8 萬 | 0.17% | +205+2.4% | 加碼 |
| NBW Capital LLC | 8,832 | $449.8 萬 | 0.89% | +221+2.6% | 加碼 |
| Capricorn Fund Managers Ltd | 8,801 | $448.2 萬 | 3.16% | +2,317+35.7% | 加碼 |
| Belmont Capital, LLC | 8,797 | $448.0 萬 | 0.84% | +7,864+842.9% | 加碼 |
| Koshinski Asset Management, Inc. | 9,100 | $447.8 萬 | 0.42% | +392+4.5% | 加碼 |
| Shorepoint Capital Partners LLC | 8,785 | $447.4 萬 | 1.05% | +1,156+15.2% | 加碼 |
| Enterprise Bank & Trust Co | 8,782 | $447.2 萬 | 1.53% | −173−1.9% | 減碼 |
| Centric Wealth Management | 7,848 | $447.1 萬 | 1.29% | +360+4.8% | 加碼 |
| Notis-McConarty Edward | 8,736 | $444.9 萬 | 1.75% | +119+1.4% | 加碼 |
| Archford Capital Strategies, LLC | 8,726 | $444.4 萬 | 0.72% | +825+10.4% | 加碼 |
| Kinneret Advisory, LLC | 8,720 | $444.1 萬 | 0.43% | −3,218−27.0% | 減碼 |
| Wexford Capital LP | 8,672 | $441.6 萬 | 1.12% | −2,156−19.9% | 減碼 |
| Legacy Wealth Management, LLC | 8,666 | $441.3 萬 | 1.86% | +2,181+33.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 8,638 | $439.9 萬 | 0.47% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 8,630 | $439.5 萬 | 1.00% | +49+0.6% | 加碼 |
| Channel Wealth LLC | 8,625 | $439.2 萬 | 1.59% | +877+11.3% | 加碼 |
| DeDora Capital, Inc. | 8,608 | $438.4 萬 | 1.35% | −120−1.4% | 減碼 |
| Alcosta Capital Management, Inc. | 8,607 | $438.3 萬 | 2.70% | −49−0.6% | 減碼 |