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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 32,999 | $1,681 萬 | 0.75% | +32,999 | 新進 |
| Quest Investment Management LLC | 32,878 | $1,674 萬 | 1.85% | −547−1.6% | 減碼 |
| Raub Brock Capital Management LP | 32,737 | $1,667 萬 | 3.64% | −234−0.7% | 減碼 |
| Bragg Financial Advisors, Inc | 32,540 | $1,657 萬 | 0.74% | +171+0.5% | 加碼 |
| LMCG Investments, LLC | 32,323 | $1,646 萬 | 0.96% | +599+1.9% | 加碼 |
| German American Bancorp, Inc. | 32,055 | $1,632 萬 | 1.87% | +593+1.9% | 加碼 |
| Apollon Wealth Management, LLC | 32,040 | $1,632 萬 | 0.50% | −389−1.2% | 減碼 |
| BlackBarn Capital Partners LP | 32,000 | $1,630 萬 | 8.40% | +2,000+6.7% | 加碼 |
| RSM US Wealth Management LLC | 32,809 | $1,627 萬 | 0.27% | +20,014+156.4% | 加碼 |
| Chesley Taft & Associates LLC | 31,919 | $1,626 萬 | 0.81% | −25,880−44.8% | 減碼 |
| Westpac Banking Corp | 31,850 | $1,622 萬 | 1.29% | −5,060−13.7% | 減碼 |
| HealthInvest Partners AB | 31,680 | $1,613 萬 | 9.84% | +8,639+37.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 31,630 | $1,611 萬 | 1.42% | +5,571+21.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 31,552 | $1,607 萬 | 1.24% | −737−2.3% | 減碼 |
| Empirical Finance, LLC | 31,531 | $1,606 萬 | 1.00% | −2,064−6.1% | 減碼 |
| Toroso Investments, LLC | 31,465 | $1,602 萬 | 0.22% | +4,545+16.9% | 加碼 |
| Petredis Investment Advisors LLC | 31,420 | $1,600 萬 | 1.79% | −63−0.2% | 減碼 |
| Advisory Services Network, LLC | 31,002 | $1,579 萬 | 0.33% | +4,804+18.3% | 加碼 |
| Lighthouse Investment Partners, LLC | 30,878 | $1,572 萬 | 0.88% | +30,878 | 新進 |
| Empowered Funds, LLC | 30,868 | $1,572 萬 | 0.27% | −1,205−3.8% | 減碼 |
| Edgar Lomax Co | 30,845 | $1,571 萬 | 1.02% | −375−1.2% | 減碼 |
| Axxcess Wealth Management, LLC | 30,817 | $1,569 萬 | 0.43% | +1,843+6.4% | 加碼 |
| Siemens Fonds Invest GmbH | 30,809 | $1,569 萬 | 1.17% | +80+0.3% | 加碼 |
| L1 Capital International Pty Ltd | 31,602 | $1,563 萬 | 6.26% | +4,518+16.7% | 加碼 |
| YHB Investment Advisors, Inc. | 30,621 | $1,559 萬 | 1.34% | +1,322+4.5% | 加碼 |
| Marks Group Wealth Management, Inc | 30,614 | $1,559 萬 | 1.64% | +1,899+6.6% | 加碼 |
| Cardinal Capital Management, Inc. | 30,501 | $1,553 萬 | 0.60% | +234+0.8% | 加碼 |
| Kornitzer Capital Management Inc | 30,442 | $1,550 萬 | 0.29% | −1,448−4.5% | 減碼 |
| Howe & Rusling Inc | 30,432 | $1,550 萬 | 1.41% | +3,201+11.8% | 加碼 |
| Nicola Wealth Management Ltd. | 30,400 | $1,548 萬 | 1.38% | +2,500+9.0% | 加碼 |
| Baader Bank INC | 30,306 | $1,541 萬 | 1.21% | +1,241+4.3% | 加碼 |
| CCM Investment Advisers LLC | 30,249 | $1,540 萬 | 1.81% | −419−1.4% | 減碼 |
| DuPont Capital Management Corp | 30,213 | $1,539 萬 | 1.34% | −9,466−23.9% | 減碼 |
| Segment Wealth Management, LLC | 30,160 | $1,536 萬 | 1.13% | +333+1.1% | 加碼 |
| Bright Rock Capital Management, LLC | 30,000 | $1,528 萬 | 3.22% | +5,000+20.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 29,804 | $1,518 萬 | 0.26% | −15,422−34.1% | 減碼 |
| Overbrook Management Corp | 29,783 | $1,517 萬 | 3.83% | −2,349−7.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 29,686 | $1,512 萬 | 1.02% | −837−2.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,290 | $1,492 萬 | 0.39% | −59−0.2% | 減碼 |
| S&CO Inc | 29,232 | $1,489 萬 | 1.04% | +1,263+4.5% | 加碼 |
| King Wealth | 29,228 | $1,489 萬 | 2.48% | −1,040−3.4% | 減碼 |
| Tower Bridge Advisors | 29,193 | $1,487 萬 | 1.65% | +3,120+12.0% | 加碼 |
| Moran Wealth Management, LLC | 29,171 | $1,486 萬 | 0.49% | +102+0.4% | 加碼 |
| Columbus Hill Capital Management, L.P. | 29,041 | $1,479 萬 | 3.03% | +29,041 | 新進 |
| Middleton & Co Inc | 28,706 | $1,462 萬 | 1.70% | −743−2.5% | 減碼 |
| Scholtz & Company, LLC | 28,657 | $1,459 萬 | 6.21% | +1,497+5.5% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 28,583 | $1,456 萬 | 8.14% | −824−2.8% | 減碼 |
| Carlson Capital Management | 28,317 | $1,442 萬 | 0.68% | −712−2.5% | 減碼 |
| McRae Capital Management Inc | 28,127 | $1,432 萬 | 3.27% | +1,570+5.9% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,082 | $1,430 萬 | 1.17% | −500−1.7% | 減碼 |
| BDF-Gestion | 28,048 | $1,428 萬 | 1.37% | +28,048 | 新進 |
| Penobscot Investment Management Company, Inc. | 27,980 | $1,425 萬 | 1.37% | +864+3.2% | 加碼 |
| Pioneer Trust Bank N A | 27,729 | $1,412 萬 | 3.81% | +680+2.5% | 加碼 |
| Neville Rodie & Shaw Inc | 27,711 | $1,411 萬 | 1.07% | −4,052−12.8% | 減碼 |
| Cohen Klingenstein LLC | 27,700 | $1,411 萬 | 0.51% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 27,559 | $1,403 萬 | 1.68% | +27,559 | 新進 |
| Dakota Wealth Management | 27,514 | $1,401 萬 | 0.33% | −1,293−4.5% | 減碼 |
| Grimes & Company, Inc. | 27,247 | $1,388 萬 | 0.42% | +1,491+5.8% | 加碼 |
| GAM Holding AG | 27,238 | $1,387 萬 | 1.06% | −10,814−28.4% | 減碼 |
| Crake Asset Management LLP | 26,996 | $1,375 萬 | 1.10% | −52,000−65.8% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 26,990 | $1,375 萬 | 0.79% | −302−1.1% | 減碼 |
| American National Bank | 26,971 | $1,374 萬 | 1.71% | +2,138+8.6% | 加碼 |
| ARS Wealth Advisors Group, LLC | 26,966 | $1,373 萬 | 1.78% | +848+3.2% | 加碼 |
| Torray LLC | 26,892 | $1,370 萬 | 2.05% | +40+0.1% | 加碼 |
| Venturi Wealth Management, LLC | 26,845 | $1,367 萬 | 0.81% | +1,786+7.1% | 加碼 |
| Clough Capital Partners L P | 26,750 | $1,362 萬 | 1.49% | +25,380+1,852.6% | 加碼 |
| Sectoral Asset Management Inc | 26,675 | $1,358 萬 | 5.52% | +3,500+15.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 26,616 | $1,355 萬 | 0.59% | +21,812+454.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 26,510 | $1,350 萬 | 0.90% | −3,909−12.9% | 減碼 |
| Litman Gregory Asset Management LLC | 26,480 | $1,349 萬 | 1.20% | +2,116+8.7% | 加碼 |
| GTS Securities LLC | 26,447 | $1,347 萬 | 0.28% | +23,680+855.8% | 加碼 |
| Amica Mutual Insurance Co | 26,409 | $1,345 萬 | 1.34% | 00.0% | 不變 |
| Hyperion Capital Advisors LP | 26,408 | $1,345 萬 | 6.31% | +2,942+12.5% | 加碼 |
| Brighton Jones LLC | 26,302 | $1,339 萬 | 0.44% | +8,458+47.4% | 加碼 |
| Anchor Capital Advisors LLC | 26,252 | $1,337 萬 | 0.38% | −3,405−11.5% | 減碼 |
| Schmidt P J Investment Management Inc | 26,145 | $1,331 萬 | 2.43% | −753−2.8% | 減碼 |
| Heritage Trust Co | 26,073 | $1,328 萬 | 1.75% | +143+0.6% | 加碼 |
| Van Hulzen Asset Management, LLC | 26,016 | $1,325 萬 | 0.89% | +139+0.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 25,885 | $1,318 萬 | 1.03% | +2,041+8.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 25,849 | $1,316 萬 | 0.41% | −4,899−15.9% | 減碼 |
| North Point Portfolio Managers Corp | 25,841 | $1,316 萬 | 2.32% | −297−1.1% | 減碼 |
| BNP Paribas | 25,782 | $1,313 萬 | 0.66% | −162−0.6% | 減碼 |
| Janney Capital Management LLC | 25,773 | $1,313 萬 | 0.93% | −716−2.7% | 減碼 |
| Equitable Holdings, Inc. | 25,680 | $1,308 萬 | 0.14% | −270−1.0% | 減碼 |
| Brookstone Capital Management | 22,760 | $1,305 萬 | 0.22% | −4,001−15.0% | 減碼 |
| Addenda Capital Inc. | 25,599 | $1,304 萬 | 0.51% | +696+2.8% | 加碼 |
| Covington Investment Advisors Inc. | 25,588 | $1,303 萬 | 2.09% | +613+2.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 25,570 | $1,302 萬 | 0.41% | +472+1.9% | 加碼 |
| Haverford Financial Services, Inc. | 25,534 | $1,300 萬 | 3.90% | −31−0.1% | 減碼 |
| Buckingham Capital Management, Inc. | 25,451 | $1,296 萬 | 1.55% | +168+0.7% | 加碼 |
| Longbow Finance SA | 25,434 | $1,295 萬 | 1.34% | −1,461−5.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 25,432 | $1,295 萬 | 0.09% | +262+1.0% | 加碼 |
| Girard Partners Ltd. | 25,391 | $1,293 萬 | 1.22% | −403−1.6% | 減碼 |
| Transform Wealth, LLC | 25,287 | $1,288 萬 | 0.97% | −7,408−22.7% | 減碼 |
| Muhlenkamp & Co Inc | 25,216 | $1,284 萬 | 4.01% | +110.0% | 加碼 |
| Somerville Kurt F | 25,148 | $1,281 萬 | 2.16% | +1,672+7.1% | 加碼 |
| Live Oak Private Wealth LLC | 25,104 | $1,278 萬 | 2.20% | +713+2.9% | 加碼 |
| Coldstream Capital Management Inc | 25,095 | $1,278 萬 | 0.31% | +471+1.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 25,088 | $1,278 萬 | 0.13% | +50+0.2% | 加碼 |
| RiverFront Investment Group, LLC | 25,048 | $1,276 萬 | 0.34% | +2,254+9.9% | 加碼 |