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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 43,853 | $2,233 萬 | 1.20% | +423+1.0% | 加碼 |
| Simplicity Wealth,LLC | 43,719 | $2,226 萬 | 0.50% | +12,199+38.7% | 加碼 |
| Foundations Investment Advisors, LLC | 43,707 | $2,226 萬 | 0.54% | +8,628+24.6% | 加碼 |
| D.A. Davidson & Co. | 43,424 | $2,211 萬 | 0.20% | +1,361+3.2% | 加碼 |
| Glenview Trust Co | 43,405 | $2,210 萬 | 0.44% | +18,982+77.7% | 加碼 |
| Congress Wealth Management LLC | 43,398 | $2,210 萬 | 0.35% | +12,763+41.7% | 加碼 |
| Trust Co of Virginia | 43,345 | $2,207 萬 | 2.11% | +65+0.2% | 加碼 |
| Braun Stacey Associates Inc | 43,342 | $2,207 萬 | 0.86% | +1,890+4.6% | 加碼 |
| Simplex Trading, LLC | 43,158 | $2,198 萬 | 0.71% | +9,433+28.0% | 加碼 |
| Norinchukin Bank, The | 43,071 | $2,193 萬 | 0.63% | −74−0.2% | 減碼 |
| Clearstead Advisors, LLC | 42,707 | $2,175 萬 | 0.37% | +30,483+249.4% | 加碼 |
| First Citizens Bank & Trust Co | 42,669 | $2,173 萬 | 0.41% | +1,620+3.9% | 加碼 |
| Phoenix Holdings Ltd. | 42,982 | $2,167 萬 | 0.33% | +10,927+34.1% | 加碼 |
| Diversified Trust Co | 42,415 | $2,160 萬 | 0.61% | −2,360−5.3% | 減碼 |
| National Asset Management, Inc. | 42,340 | $2,156 萬 | 0.55% | −13,355−24.0% | 減碼 |
| First American Bank | 42,091 | $2,144 萬 | 1.60% | +132+0.3% | 加碼 |
| Stephens Inc | 41,921 | $2,135 萬 | 0.33% | −35,674−46.0% | 減碼 |
| Advisors Asset Management, Inc. | 41,899 | $2,134 萬 | 0.42% | +153+0.4% | 加碼 |
| Pittenger & Anderson Inc | 41,870 | $2,132 萬 | 0.88% | −163−0.4% | 減碼 |
| First National Trust Co | 41,777 | $2,128 萬 | 0.88% | −1,366−3.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 41,509 | $2,114 萬 | 0.37% | −26,387−38.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 41,461 | $2,111 萬 | 0.64% | +3,742+9.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 41,395 | $2,108 萬 | 0.23% | −2,470−5.6% | 減碼 |
| Hendershot Investments Inc. | 41,260 | $2,101 萬 | 3.02% | +1,228+3.1% | 加碼 |
| Annex Advisory Services, LLC | 40,845 | $2,080 萬 | 0.73% | +2,725+7.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 40,767 | $2,076 萬 | 1.44% | +3,311+8.8% | 加碼 |
| Colonial Trust Advisors | 40,466 | $2,061 萬 | 1.97% | +166+0.4% | 加碼 |
| Citizens Financial Group Inc | 40,436 | $2,059 萬 | 0.46% | +8,124+25.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 40,407 | $2,058 萬 | 0.58% | +1,660+4.3% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 40,364 | $2,056 萬 | 0.64% | +3,864+10.6% | 加碼 |
| Garrison Bradford & Associates Inc | 40,281 | $2,051 萬 | 21.07% | −2,223−5.2% | 減碼 |
| Trillium Asset Management, LLC | 40,269 | $2,051 萬 | 0.52% | −33−0.1% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 40,163 | $2,045 萬 | 4.87% | +2,767+7.4% | 加碼 |
| Patten & Patten Inc | 40,116 | $2,043 萬 | 1.43% | +366+0.9% | 加碼 |
| Foyston, Gordon, & Payne Inc | 40,100 | $2,042 萬 | 5.03% | +6,368+18.9% | 加碼 |
| Omers Administration Corp | 40,096 | $2,042 萬 | 0.20% | +40,096 | 新進 |
| Employees Provident Fund Board | 40,000 | $2,037 萬 | 0.33% | +40,000 | 新進 |
| Gabelli Funds LLC | 39,975 | $2,036 萬 | 0.15% | −735−1.8% | 減碼 |
| WSFS Capital Management, LLC | 39,801 | $2,034 萬 | 1.12% | +1,202+3.1% | 加碼 |
| Gluskin Sheff & Assoc Inc | 39,899 | $2,032 萬 | 2.32% | +4,383+12.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 39,880 | $2,031 萬 | 0.50% | +1,680+4.4% | 加碼 |
| Wesleyan Assurance Society | 39,825 | $2,028 萬 | 1.76% | +7,750+24.2% | 加碼 |
| Lockheed Martin Investment Management Co | 39,800 | $2,027 萬 | 1.17% | +220+0.6% | 加碼 |
| Kingdon Capital Management, L.L.C. | 39,700 | $2,022 萬 | 3.12% | +39,700 | 新進 |
| Salem Investment Counselors Inc | 39,591 | $2,016 萬 | 0.65% | +889+2.3% | 加碼 |
| Sawgrass Asset Management LLC | 39,285 | $2,001 萬 | 2.17% | −669−1.7% | 減碼 |
| Independent Advisor Alliance | 39,246 | $1,999 萬 | 0.68% | +942+2.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 39,031 | $1,988 萬 | 0.35% | +1,770+4.8% | 加碼 |
| Motley Fool Asset Management LLC | 40,157 | $1,986 萬 | 1.32% | +8,937+28.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 38,873 | $1,980 萬 | 0.80% | −475−1.2% | 減碼 |
| Alps Advisors Inc | 38,806 | $1,976 萬 | 0.14% | −1,825−4.5% | 減碼 |
| Appleton Partners Inc | 38,672 | $1,969 萬 | 1.52% | −247−0.6% | 減碼 |
| Madison Asset Management, LLC | 38,542 | $1,963 萬 | 0.24% | −357−0.9% | 減碼 |
| Private Capital Advisors, Inc. | 38,492 | $1,960 萬 | 2.18% | −950−2.4% | 減碼 |
| Bleakley Financial Group, LLC | 38,256 | $1,948 萬 | 0.56% | +11,323+42.0% | 加碼 |
| First Financial Bankshares Inc | 38,138 | $1,942 萬 | 0.45% | −2,374−5.9% | 減碼 |
| JLB & Associates Inc | 37,939 | $1,932 萬 | 2.61% | +155+0.4% | 加碼 |
| NewEdge Wealth, LLC | 37,499 | $1,910 萬 | 0.41% | −5,159−12.1% | 減碼 |
| Rakuten Investment Management, Inc. | 39,211 | $1,907 萬 | 0.13% | +14,339+57.7% | 加碼 |
| Barlow Wealth Partners, Inc. | 33,947 | $1,900 萬 | 2.63% | +1,001+3.0% | 加碼 |
| Bridgeway Capital Management, LLC | 37,183 | $1,894 萬 | 0.44% | −12,614−25.3% | 減碼 |
| Pinnacle Associates Ltd | 37,170 | $1,893 萬 | 0.30% | −2,113−5.4% | 減碼 |
| Violich Capital Management, Inc. | 37,115 | $1,890 萬 | 2.55% | +1,275+3.6% | 加碼 |
| Oak Ridge Investments LLC | 37,050 | $1,887 萬 | 1.80% | +1,670+4.7% | 加碼 |
| Marco Investment Management LLC | 36,545 | $1,861 萬 | 1.72% | −447−1.2% | 減碼 |
| 11 Capital Partners LP | 36,300 | $1,849 萬 | 7.61% | −2,000−5.2% | 減碼 |
| LGT Fund Management Co Ltd. | 36,293 | $1,848 萬 | 2.30% | +27,103+294.9% | 加碼 |
| Modera Wealth Management, LLC | 36,280 | $1,848 萬 | 0.27% | −1,235−3.3% | 減碼 |
| TCG Advisory Services, LLC | 36,258 | $1,846 萬 | 0.89% | +1,275+3.6% | 加碼 |
| Eagle Global Advisors LLC | 36,122 | $1,840 萬 | 0.97% | −106−0.3% | 減碼 |
| HighPoint Advisor Group LLC | 31,657 | $1,825 萬 | 1.09% | +10,809+51.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 35,701 | $1,818 萬 | 1.01% | +356+1.0% | 加碼 |
| Harbor Investment Advisory, LLC | 35,652 | $1,816 萬 | 1.90% | −294−0.8% | 減碼 |
| Freestone Capital Holdings, LLC | 35,546 | $1,810 萬 | 0.65% | +999+2.9% | 加碼 |
| Vident Advisory, LLC | 35,490 | $1,807 萬 | 0.50% | −106,920−75.1% | 減碼 |
| Albion Financial Group | 35,310 | $1,798 萬 | 1.35% | −378−1.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 35,302 | $1,798 萬 | 2.51% | −498−1.4% | 減碼 |
| Parallel Advisors, LLC | 35,278 | $1,797 萬 | 0.46% | −105−0.3% | 減碼 |
| First Foundation Advisors | 35,193 | $1,792 萬 | 0.68% | −15,189−30.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 35,143 | $1,790 萬 | 0.73% | +174+0.5% | 加碼 |
| Jones Financial Companies LLLP | 35,125 | $1,789 萬 | 0.02% | +11,646+49.6% | 加碼 |
| Vinva Investment Management Ltd | 36,739 | $1,787 萬 | 0.92% | +3,291+9.8% | 加碼 |
| Shelton Capital Management | 34,977 | $1,781 萬 | 0.49% | +13,490+62.8% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 34,900 | $1,777 萬 | 0.61% | −72,800−67.6% | 減碼 |
| Level Four Advisory Services, LLC | 34,647 | $1,764 萬 | 0.80% | +3,320+10.6% | 加碼 |
| Wallington Asset Management, LLC | 34,450 | $1,754 萬 | 2.68% | −938−2.7% | 減碼 |
| Resources Investment Advisors, LLC. | 34,228 | $1,743 萬 | 0.22% | −980−2.8% | 減碼 |
| Terry L. Blaker | 34,193 | $1,741 萬 | 0.70% | −1,150−3.3% | 減碼 |
| NEOS Investment Management LLC | 34,137 | $1,738 萬 | 0.72% | +10,956+47.3% | 加碼 |
| Hamilton Capital Partners Inc. | 34,021 | $1,733 萬 | 1.86% | +2,766+8.8% | 加碼 |
| Trust Co of Vermont | 33,946 | $1,729 萬 | 0.94% | +1,814+5.6% | 加碼 |
| Abn Amro Investment Solutions | 33,835 | $1,723 萬 | 0.31% | −53,459−61.2% | 減碼 |
| Argent Trust Co | 33,683 | $1,715 萬 | 0.76% | +785+2.4% | 加碼 |
| Hutchinson Capital Management | 33,681 | $1,715 萬 | 3.51% | +33,681 | 新進 |
| Park Avenue Securities LLC | 33,603 | $1,711 萬 | 0.21% | −1,034−3.0% | 減碼 |
| Choate Investment Advisors | 33,410 | $1,701 萬 | 0.45% | +6,766+25.4% | 加碼 |
| Washington Trust Bank | 33,389 | $1,700 萬 | 1.68% | +404+1.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 33,245 | $1,693 萬 | 0.34% | −4,121−11.0% | 減碼 |
| Alaska Permanent Fund Corp | 29,174 | $1,681 萬 | 0.25% | +4,984+20.6% | 加碼 |
| LSV Asset Management | 33,000 | $1,681 萬 | 0.04% | 00.0% | 不變 |